BETA

TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-09
IRS object ID
202512829349101256
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-09T16:06:51-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452428903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tomlinson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTOMLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSteffan TomlinsonPersonNm
Person TitleCo-PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,873,457FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,052ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,461InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,461InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,285DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,285DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$597,603NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,773,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$912,521CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,110,401TotalRevAndExpnssAmt
Total Net Invst Incm$925,267TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,661OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,661OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$28InterestRevAndExpnssAmt
Interest Net Invst Incm$28InterestNetInvstIncmAmt
Taxes Rev And Expnss$13,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$22,539OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$22,539OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,128TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,689TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,065,944ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,065,944ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,104,072TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,689TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,088,483TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,329ExcessRevenueOverExpensesAmt
Net Investment Income$923,578NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,784SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$265,645SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$265,645SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$80,775USGovernmentObligationsBOYAmt
US Government Obligations EOY$42,953USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$42,374USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,361,587CorporateStockBOYAmt
Corporate Stock EOY$1,210,289CorporateStockEOYAmt
Corporate Stock EOYFMV$3,510,704CorporateStockEOYFMVAmt
Corporate Bonds BOY$104,312CorporateBondsBOYAmt
Corporate Bonds EOY$55,900CorporateBondsEOYAmt
Corporate Bonds EOYFMV$54,734CorporateBondsEOYFMVAmt
Total Assets BOY$1,568,458TotalAssetsBOYAmt
Total Assets EOY$1,574,787TotalAssetsEOYAmt
Total Assets EOYFMV$3,873,457TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,568,458RetainedEarningBOYAmt
Retained Earning EOY$1,574,787RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,568,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,574,787TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,568,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,574,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,568,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,329ExcessRevenueOverExpensesAmt
Subtotal$1,574,787SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,574,787TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,773,565GrossSalesPriceAmt
Cost Or Other Basis$861,044CostOrOtherBasisAmt
Gain Or Loss$912,521GainOrLossAmt
Gains Minus Excess Or Losses$912,521GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$912,521CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,838InvestmentIncomeExciseTaxAmt
Subtotal$12,838SubtotalAmt
Tax Based On Investment Income$12,838TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,989EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$13,189TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$109EsPenaltyAmt
Overpayment$242OverpaymentAmt
Applied To ES Tax$242AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kelli Tomlinson
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$0$0
Steffan Tomlinson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Co- Pres1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,012,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,074,465TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,074,465AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,028,348NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,417MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,417MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,838TaxBasedOnInvestmentIncomeAmt
Total Tax$12,838TotalTaxAmt
Distributable Before Adj$138,579DistributableBeforeAdjAmt
Distributable Before Ded$138,579DistributableBeforeDedAmt
Distributable As Adjusted$138,579DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,088,483ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,088,483QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,579DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$159,496ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$322,420ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$944,252ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,294,302ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,374,041ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,094,511TotalExcessDistributionCyovAmt
Qualifying Distributions$1,088,483QualifyingDistributionsAmt
Applied To Current Year$138,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$949,904RemainingDistriFromCorpusAmt
Total Corpus$5,044,415TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$159,496ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,884,919ExcessDistriCyovToNextYrAmt
Excess From Year4$322,420ExcessFromYear4Amt
Excess From Year3$944,252ExcessFromYear3Amt
Excess From Year2$1,294,302ExcessFromYear2Amt
Excess From Year1$1,374,041ExcessFromYear1Amt
Excess From Current Year$949,904ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKelli TomlinsonContributingManagerNm
Contributing ManagerSteffan TomlinsonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN LEADERSHIP FOUNDATION
PO BOX 7408NEW YORKNY10150N/APCGeneral & Unrestricted$10,000
BAY AREA WOMENS SPORTS INITIATIVE INC
2635 N FIRST STSAN JOSECA95134N/APCGeneral & Unrestricted$5,000
BERKELEY REPERTORY THEATRE
999 HARRISON STBERKELEYCA94710N/APCStrategic Initiatives$86,111
BERKELEY REPERTORY THEATRE
999 HARRISON STBERKELEYCA94710N/APCGeneral & Unrestricted$7,500
CALMATTERS
1017 L ST 261SACRAMENTOCA95814N/APCGeneral & Unrestricted$10,000
CHALLENGE SUCCESS
PO BOX 20053STANFORDCA94309N/APCGeneral & Unrestricted$100,000
CHILDRENS HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APCGeneral & Unrestricted$5,000
CRAIG HOSPITAL FOUNDATION
PO BOX 17671DENVERCO80217N/ASO IPedal for Possible: Century Ride$1,000
DEFENSIVE LINE
715 CAMBRIDGE MANOR LNCOPPELLTX75019N/APCGeneral & Unrestricted$5,000
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCBennett Scholars Endowment Scholarship Fund$333,333
KAMUKAMA FOUNDATION
PO BOX 5929AUSTINTX78763N/APCGeneral & Unrestricted$10,000
Kilauea Elementary School
2440 KOLO RDKilaueaHI96754N/AGOVGeneral & Unrestricted$5,000
LIFEMOVES
2550 GREAT AMERICA WAY STE 201SANTA CLARACA95054N/APCGeneral & Unrestricted$5,000
NAMAHANA EDUCATION FOUNDATION
PO BOX 1353KILAUEAHI96754N/APCGeneral & Unrestricted$5,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115N/APCCAMD F1RST Scholars Program Fund$100,000
PUBLIC HEALTH INSTITUTE
555 12TH ST 10TH FLOAKLANDCA94607N/APCGeneral & Unrestricted$5,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750181DALLASTX75275N/APCGeneral & Unrestricted$20,000
THE FIT KIDS FOUNDATION INC
1143 CRANE ST UNIT 203MENLO PARKCA94025N/APCGeneral & Unrestricted$10,000
TIPPING POINT COMMUNITY
220 MONTGOMERY ST STE 850SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$50,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCGeneral & Unrestricted$283,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCThe Fulco-Cabot Fund$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,065,944TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,461ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,285ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$597,603ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$610,349ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$610,349TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTOMLINSON FAMILY TRUST UA DTD 1210ContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line174 BARRY LANEAddressLine1Txt
CityAthertonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94027ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,052TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyConfluent, Inc CFLT, 16755 sh.NoncashPropertyDesc
Fair Market Value$500,052FairMarketValueAmt
Received2024-12-26ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIR LEASE CORP SER A MTN CALL$1,837$1,907
AUTONATION INC FLA NOTE - 3.85$1,759$1,794
BAT CAPITAL CORP NOTE - 3.215%$3,019$2,924
BERRY GLOBAL INC - 1.570% - 01$1,865$1,930
BHP BILLITON FIN - 4.750% - 02$3,017$2,995
BIOGEN INC - 2.250% - 05/01/20$2,766$2,591
BK OF AMERICA CORP SER N MTN -$1,855$1,907
CANADIAN IMPERIAL BANK OF COMM$2,014$2,006
CITIGROUP INC NOTE - 3.668% -$1,906$1,937
CROWN CASTLE INC - 5.000% - 01$1,983$1,998
ENBRIDGE INC - 6.000% - 11/15/$2,090$2,071
FOX CORP SER B - 4.709% - 01/2$2,186$1,977
GENERAL MTRS FINL COINC NOTE -$3,169$2,965
KREDITANSTALT FUR WIEDERAFBAU$2,934$2,662
NXP B V / NXP FDG LLC / NXP US$1,927$1,942
ORACLE CORP - 2.950% - 04/01/2$2,885$2,710
PNC FINL - 5.582% - 06/12/2029$3,055$3,052
SABINE PAS - 5.000% - 03/15/20$3,001$3,006
SKYWORKS SOLUTIONS INC NOTE -$1,878$1,713
TORONTO DOMINION BK ONT NOTE -$3,112$2,914
TRUIST FINANCIAL CORP SER G -$2,957$2,985
US BANCORP MTN - 2.215% - 01/2$2,756$2,844
XCEL ENERGY INC - 4.600% - 06/$1,929$1,904

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARISTA NETWORKS$142,223$2,663,552
CONFLUENT, INC$500,053$468,470
GOLDMAN SACHS HIGH YIELD FUND$14,742$14,795
ISHARES MSCI EAFE INTERNATIONA$10,619$10,640
ISHARES S&P 500 INDEX FUND CL$54,398$64,783
SNOWFLAKE INC$441,669$192,549
STATE STREET EMERGING MARKETS$5,766$6,207
STATE STREET HEDGED INTL DEV E$10,437$11,207
VANGUARD GLOBAL EX-US REAL EST$2,486$2,413
VANGUARD SF REIT ETF$2,547$2,672
VANGUARD SM-CAP ETF$8,876$10,092
ZSCALER INC$16,473$63,324

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$42,953USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$42,374USGovtObligationsEOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,065,944. This amount represents 25% or more of the Foundation's net assets of $3,089,021 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$22,514$22,514
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,661Amt
Net Investment Income$1,661NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$6,600
990-PF Extension for 2023$7,300

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