THE MALEY-THAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MALEY-THAWLEY FAMILY FOUNDATION (EIN 68-0442684)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201941309349102724
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T18:26:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | 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 | 680442684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALEY-THAWLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALE | BusinessNameControlTxt |
| Phone | 2093697434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1858 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952581858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD THAWLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2093697434 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL E PHELPS | PreparerPersonNm |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.67.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 15:42:21 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE3C68DFCBE0677599AFF043A7BBFA9D795AF1FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12BDA79BEAE52BA5914F5330AA738B814FC928FE | 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 | $2,100,761 | 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 | $1,397,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $109 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,381 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,441,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,239 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,516 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,462,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,462,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,477,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,464,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,625 | CashBOYAmt |
| Cash EOY | $1,180 | CashEOYAmt |
| Cash EOYFMV | $1,180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,019,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,015,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,015,119 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,000 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $1,109,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,081,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,082,462 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,135,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,099,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,100,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,135,533 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,099,405 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,135,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,099,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,135,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,099,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,135,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,099,405 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,099,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SUMMIT GLBL INVST US LOW VOLATILITY EQTY I:SILVX | 2014-10-31 | 2018-04-26 | $94,091 | $83,566 | $10,525 | $10,525 | |
| VANGUARD SHORT TERM TREASURY ETF:VGSH | 2014-10-31 | 2018-04-26 | $32,609 | $33,273 | -$664 | -$664 | |
| VANGUARD TOTAL INTERNATIONAL BND ETF:BNDX | 2014-10-31 | 2018-04-26 | $3,268 | $3,144 | $124 | $124 | |
| CAPITAL GAINS DIVIDENDS | $6,396 | $6,396 | $6,396 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,381 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,480,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,455,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.704214 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,837,093 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,145,426 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,540,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.743673 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $292,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.188565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.811031 | DistributionYr5Rt |
| Total Distribution | 10.500760 | TotalDistributionRt |
| Average Distribution | 2.100152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,230,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,583,405 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,583,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,464,789 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $223 | OverpaymentAmt |
| Applied To ES Tax | $223 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD THAWLEY | IndividualWithBooksNm |
| Phone | 2093697434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2688 W WOODBRIDGE ROAD | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD THAWLEY | ||||||||
| PO BOX 33152 | LOS GATOS | CA | 950313152 | PRESIDENT, DIRECTOR | 2.00 | $0 | $0 | $0 |
| CYNTHIA THAWLEY | ||||||||
| PO BOX 33152 | LOS GATOS | CA | 950313152 | V.P., SEC-TREAS, DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALISHA A THOMPSON | ||||||||
| PO BOX 33152 | LOS GATOS | CA | 950313152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,127,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,230,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $657 | TotalTaxAmt |
| Distributable Before Adj | $60,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,464,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,464,789 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,464,789 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $162,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,069,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,477 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,408,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,687,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,464,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,403,941 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,091,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $162,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,929,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,644 | ExcessFromYear4Amt |
| Excess From Year3 | $1,069,078 | ExcessFromYear3Amt |
| Excess From Year2 | $6,477 | ExcessFromYear2Amt |
| Excess From Year1 | $2,408,899 | ExcessFromYear1Amt |
| Excess From Current Year | $1,403,941 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD THAWLEY | ContributingManagerNm |
| Contributing Manager | CYNTHIA THAWLEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD THAWLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1858 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2093697434 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE DESCRIPTION OF WHY THEY ARE IN NEED OF ASSISTANCE AND A SPECIFIC DESCRIPTION OF THE USE FOR WHICH THE GRANT WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, EXCEPT FOR SCHOLARSHIPS WHICH IS MARCH 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CALEB SCHIMKE | ||||||||
| STUDENT BUSINESS SERVICES 9500 | GILMAN DR MAIL CODE 0026 | LA JOLLA | CA | 92093 | NONE | INDIVIDUAL | TUITION/BOOKS, FEES | $1,500 |
| LESLIE C EVENS | ||||||||
| JOHN F KENNEDY UNIVERSITY 100 | ELLINWOOD WAY | PLEASANT HILL | CA | 94523 | NONE | INDIVIDUAL | TUITION/BOOKS | $3,745 |
| LESLIE C EVENS | ||||||||
| JOHN F KENNEDY UNIVERSITY 100 | ELLINWOOD WAY | PLEASANT HILL | CA | 94523 | NONE | INDIVIDUAL | TUITION/BOOKS | $1,744 |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | TENNIS FACILITY PROJECT FUND | $250,000 | |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | MEN'S GOLF FUND, GOLF COMPLEX GENERAL FUND | $129,749 | |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | WOMEN'S GOLF FUND | $20,000 | |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | TENNIS FACILITY PROJECT | $15,350 | |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC UNIVERSITY | SPARTAN GOLF COMPLEX CAPITAL PROJECT | $900,000 | |
| YOUTH ON COURSE | ||||||||
| 3200 LOPEZ ROAD | PEBBLE BEACH | CA | 93953 | NONE | NONPROFIT ORGANIZATI | HUNDRED HOLE HIKE 2018 DONATION, VINTAGE CUP 18 DONATION | $40,000 | |
| PHEONIX IS RISING INC | ||||||||
| 1032 VINTNER BLVD | PALM BEACH GARDENS | FL | 33410 | NONE | NONPROFIT ORGANIZATI | UNRESTRICTED GIFT FOR GENERAL SUPPORT | $40,000 | |
| BOY SCOUTS OF AMERICA SILICON VALLEY MONTEREY BAY COUNCIL | ||||||||
| 970 W JULIAN ST | SAN JOSE | CA | 95123 | NONE | NONPROFIT ORGANIZATI | 2018 DISTINGUISHED CITIZEN DINNER | $10,000 | |
| TURN BACK THE BLOCK INC | ||||||||
| PO BOX 3366 | AUGUSTA | GA | 30914 | NONE | NONPROFIT ORGANIZATI | GENERAL DONATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,462,088 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,617 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $16,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 1 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $250,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 2 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $10,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 3 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $50,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 4 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $15,350 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 5 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $10,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 6 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $40,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 7 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $2,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 8 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $20,000 | Yes (X) |
| RICHARD AND CYNTHIA THAWLEY | ||||||
| 9 | PO BOX 33152 | LOS GATOS | CA | 950313152 | $1,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,755 | Amt |
| Net Investment Income | $1,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,516 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB - 8305-4888 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,081,106 | BookValueAmt |
| EOYFMV | $1,082,462 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $25 | $0 | $25 |
| POSTAGE & DELIVERY | $14 | $14 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $9,946 | Amt |
| Net Investment Income | $9,946 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CYNTHIA THAWLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 33152 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950313152 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $160 |
| FOREIGN TAXES | $56 | $56 | $0 |
| FEDERAL EXCISE TAX | $1,541 | $0 | $0 |
Comments