TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349103313
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:33:59-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452428903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tomlinson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TOML | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLI TOMLINSON | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000729 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,840,865 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,949 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $730,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $979,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $764,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,012,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $24,767 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $440,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,012,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $479,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,904 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,079,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,833,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,674,961 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,558,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,998,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,840,865 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,558,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,998,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,558,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,998,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,558,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,998,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,558,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $440,454 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,998,922 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,998,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,000,483 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,348 | CostOrOtherBasisAmt |
| Gain Or Loss | $979,135 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $979,135 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $979,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $639,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,658,787 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.240689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $913,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $331,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $554,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.59745 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $377,718 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.187193 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,139 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $191,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147107 | DistributionYr5Rt |
| Total Distribution | 1.28481 | TotalDistributionRt |
| Average Distribution | 0.256962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,368,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $865,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $875,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,839 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,246 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,246 | SubtotalAmt |
| Tax Based On Investment Income | $20,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,046 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kelli Tomlinson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Steffan Tomlinson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,021,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $398,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,419,412 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,419,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,368,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,246 | TotalTaxAmt |
| Distributable Before Adj | $148,160 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,160 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,160 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,839 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $298,839 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $298,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,160 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $18,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $305,093 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $526,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $960,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,839 | QualifyingDistributionsAmt |
| Applied To Current Year | $148,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,679 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,111,658 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,092,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,520 | ExcessFromYear4Amt |
| Excess From Year3 | $305,093 | ExcessFromYear3Amt |
| Excess From Year2 | $57,084 | ExcessFromYear2Amt |
| Excess From Year1 | $526,335 | ExcessFromYear1Amt |
| Excess From Current Year | $150,679 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kelli Tomlinson | ContributingManagerNm |
| Contributing Manager | Steffan Tomlinson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 BAY AREA | |||||||
| PO BOX 18762 | OAKLAND | CA | 94619 | N/A | PC | General & Unrestricted | $1,000 |
| ADAS CAFE | |||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $5,000 |
| AGAWAM COUNCIL | |||||||
| 6 FUNDY RD STE 100 | FALMOUTH | ME | 04105 | N/A | PC | General & Unrestricted | $25,000 |
| AGAWAM COUNCIL | |||||||
| 6 FUNDY RD STE 100 | FALMOUTH | ME | 04105 | N/A | PC | 2018 Annual Appeal Campaign | $500 |
| ART OF YOGA PROJECT | |||||||
| 555 BRYANT ST 232 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $5,000 |
| BENEDICTINE FATHERS OF THE PRIORY | |||||||
| 302 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | N/A | PC | Annual Fund | $15,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $60,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $20,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $5,000 |
| CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE | |||||||
| 330 RAVENSWOOD AVE | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $1,500 |
| CHILD MIND INSTITUTE INC | |||||||
| 101 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,500 |
| CHILDRENS HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $1,500 |
| COMMON SENSE MEDIA | |||||||
| 650 TOWNSEND ST STE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $10,000 |
| ELIZABETH F GAMBLE GARDEN | |||||||
| 1431 WAVERLEY ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $500 |
| FIRST CONGREGATIONAL CHURCH OF PALO ALTO | |||||||
| 1985 LOUIS RD | PALO ALTO | CA | 94303 | N/A | PC | Stewardship Fund | $1,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $1,500 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Annual Fund | $20,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | The GMS Notre Dame San Jose Bennett Scholars Fund | $5,000 |
| GIRLS MIDDLE SCHOOL | |||||||
| 3400 W BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Bennett Scholars Fund | $32,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $10,000 |
| JUNIOR LEAGUE OF PALO ALTO - MID PENINSULA | |||||||
| 555 RAVENSWOOD AVE | MENLO PARK | CA | 94025 | N/A | PC | Endowment Fund | $1,000 |
| KAMUKAMA FOUNDATION | |||||||
| PO BOX 5929 | AUSTIN | TX | 78763 | N/A | PC | General & Unrestricted | $4,000 |
| KAMUKAMA FOUNDATION | |||||||
| PO BOX 5929 | AUSTIN | TX | 78763 | N/A | PC | Charitable Event | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $1,000 |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $5,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | PC | Charitable Event | $2,500 |
| MARTIS CAMP COMMUNITY FOUNDATION | |||||||
| 12000 LODGETRAIL DR | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 |
| PENINSULA BALL FOUNDATION | |||||||
| PO BOX 1032 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $1,000 |
| PENINSULA BRIDGE PROGRAM | |||||||
| PO BOX 963 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $5,000 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $2,500 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $5,000 |
| SILICON VALLEY SOCIAL VENTURE FUND | |||||||
| 350 TWIN DOLPHIN DR STE 103 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Cantor Arts Membership Program | $2,500 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Cantor Arts New Founders Circle Program | $5,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | The Hematology Research Fund | $10,000 |
| THE FIT KIDS FOUNDATION INC | |||||||
| 2682 MIDDLEFIELD RD UNIT P | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $1,000 |
| UPSTREAM POLICY INSTITUTE INC | |||||||
| PO BOX 1352 | DAMARISCOTTA | ME | 04543 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,215 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $730,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $764,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $764,060 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARISTA NETWORKS | $671,729 | $1,536,002 |
| GOLDMAN SACHS GROWTH STRATEGY | $15,254 | $16,015 |
| GS SHORT DURATION INCOME FUND | $1,022,989 | $999,533 |
| VANGUARD SM-CAP ETF | $123,046 | $123,411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $18,814 | $18,814 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $15,200 |
| 990-PF Extension for 2017 | $9,567 |
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