BETA

TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-10
IRS object ID
201812839349100421
Schema version
2017v2.3
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)
Return2018-10-10T15:50:04-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-09-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,191,006FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,778InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,778InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,398DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,398DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$634,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,115,712GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$961,483CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$639,263TotalRevAndExpnssAmt
Total Net Invst Incm$966,659TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$184TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,607OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,607OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,607TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$636,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$636,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$649,791TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$649,607TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,528ExcessRevenueOverExpensesAmt
Net Investment Income$966,659NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,713SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$479,326SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$479,326SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,560,283CorporateStockBOYAmt
Corporate Stock EOY$1,079,142CorporateStockEOYAmt
Corporate Stock EOYFMV$2,711,680CorporateStockEOYFMVAmt
Total Assets BOY$1,568,996TotalAssetsBOYAmt
Total Assets EOY$1,558,468TotalAssetsEOYAmt
Total Assets EOYFMV$3,191,006TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,568,996RetainedEarningBOYAmt
Retained Earning EOY$1,558,468RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,568,996TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,558,468TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,568,996TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,558,468TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,568,996TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,528ExcessRevenueOverExpensesAmt
Subtotal$1,558,468SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,558,468TotNetAstOrFundBalancesEOYAmt

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$1,115,712GrossSalesPriceAmt
Cost Or Other Basis$154,229CostOrOtherBasisAmt
Gain Or Loss$961,483GainOrLossAmt
Gains Minus Excess Or Losses$961,483GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$961,483CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$102,695AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$913,891NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.112371DistributionYr1Rt
Adjusted Qlfy Distri Yr2$331,485AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$554,833NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.59745DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,706AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$377,718NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.187193DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,139AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$191,282NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.147107DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,995AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$187,791NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.138425DistributionYr5Rt
Total Distribution1.182546TotalDistributionRt
Average Distribution0.236509AverageDistributionRt
Net Vl Noncharitable Assets$2,658,787NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$628,827AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,667NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$638,494AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$649,607QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,667InvestmentIncomeExciseTaxAmt
Subtotal$9,667SubtotalAmt
Tax Based On Investment Income$9,667TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$9,567ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$9,667TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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

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$2,411,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$287,509AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,699,276TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,699,276AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,489CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,658,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,939MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,939MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,667TaxBasedOnInvestmentIncomeAmt
Total Tax$9,667TotalTaxAmt
Distributable Before Adj$123,272DistributableBeforeAdjAmt
Distributable Before Ded$123,272DistributableBeforeDedAmt
Distributable As Adjusted$123,272DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$649,607ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$649,607QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,667PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$639,940AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,272DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$16,665ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,947ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,520ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$305,093ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,084ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$451,309TotalExcessDistributionCyovAmt
Qualifying Distributions$649,607QualifyingDistributionsAmt
Applied To Current Year$123,272AppliedToCurrentYearAmt
Remaining Distri From Corpus$526,335RemainingDistriFromCorpusAmt
Total Corpus$977,644TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,665ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$960,979ExcessDistriCyovToNextYrAmt
Excess From Year4$18,947ExcessFromYear4Amt
Excess From Year3$53,520ExcessFromYear3Amt
Excess From Year2$305,093ExcessFromYear2Amt
Excess From Year1$57,084ExcessFromYear1Amt
Excess From Current Year$526,335ExcessFromCurrentYearAmt
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 (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 BAY AREA
PO BOX 18762OAKLANDCA94619N/APCGeneral & Unrestricted$500
AGAWAM COUNCIL
6 FUNDY RD STE 100FALMOUTHME04105N/APCGeneral & Unrestricted$500
ART OF YOGA PROJECT
555 BRYANT ST 232PALO ALTOCA94301N/APCGeneral & Unrestricted$5,000
BAY AREA WOMENS SPORTS INITIATIVE INC
1922 THE ALAMEDA STE 420SAN JOSECA95126N/APCGeneral & Unrestricted$1,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLEYCA94028N/APCAnnual Fund$15,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLEYCA94028N/APCFund-A-Future Campaign$5,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLEYCA94028N/APCStream Building Campaign$50,000
BERKELEY REPERTORY THEATRE
999 HARRISON STBERKELEYCA94710N/APCGeneral & Unrestricted$67,500
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE RDMENLO PARKCA94025N/APCGeneral & Unrestricted$30,000
CAMP RUNOIA ALUMNAE ORGANIZATION
PO BOX 450BELGRADE LAKESME04918N/APCGeneral & Unrestricted$500
CHALLENGE SUCCESS
PO BOX 20053STANFORDCA94309N/APCGeneral & Unrestricted$5,000
CHILDRENS HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APCGeneral & Unrestricted$500
COMMON SENSE MEDIA
650 TOWNSEND ST STE 435SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$10,000
CRISIS TEXT LINE
24 W 25TH ST 6TH FLNEW YORKNY10010N/APCGeneral & Unrestricted$500
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DRBEVERLY HILLSCA90212N/APCGeneral & Unrestricted$1,000
FIRST CONGREGATIONAL CHURCH OF PALO ALTO
1985 LOUIS RDPALO ALTOCA94303N/APCStewardship Campaign$1,000
FOODCORPS INC
1140 SE 7TH AVE STE 110PORTLANDOR97214N/APCGeneral & Unrestricted$500
FRIENDS OF THE PALO ALTO CHILDRENS THEATRE
1305 MIDDLEFIELD RDPALO ALTOCA94301N/APCGeneral & Unrestricted$1,000
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCBennett Scholars Program$52,000
HRJ CHARITIES INC
555 BRYANT ST NO 230PALO ALTOCA94301N/APCGeneral & Unrestricted$13,500
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FLNEW YORKNY10118N/APCGeneral & Unrestricted$10,000
INTERFAITH YOUTH CORE
325 N LASALLE ST STE 775CHICAGOIL60654N/APCGeneral & Unrestricted$2,000
KAMUKAMA FOUNDATION
PO BOX 5929AUSTINTX78763N/APCGeneral & Unrestricted$5,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$500
LIFEMOVES
181 CONSTITUTION DRMENLO PARKCA94025N/APCGeneral & Unrestricted$3,000
NATIONAL PUBLIC RADIO INC
PO BOX 791490BALTIMOREMD21279N/APCGeneral & Unrestricted$500
NEW DOOR VENTURES
3221 20TH STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$500
PENINSULA BRIDGE PROGRAM
PO BOX 963MENLO PARKCA94026N/APCGeneral & Unrestricted$5,000
PENINSULA BRIDGE PROGRAM
PO BOX 963MENLO PARKCA94026N/APCGrowth Fund$25,000
PLANNED PARENTHOOD MAR MONTE INC
1746 THE ALAMEDASAN JOSECA95126N/APCGeneral & Unrestricted$3,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE STE 100MOUNTAIN VIEWCA94043N/APCGeneral & Unrestricted$500
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396MENLO PARKCA94026N/APCGeneral & Unrestricted$10,000
SILICON VALLEY SOCIAL VENTURE FUND
PO BOX 1792LOS ALTOSCA94023N/APCGeneral & Unrestricted$10,000
THE FIT KIDS FOUNDATION INC
2682 MIDDLEFIELD RD UNIT PREDWOOD CITYCA94063N/APCGeneral & Unrestricted$1,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCGeneral & Unrestricted$200,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCBantam Bold Fund$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$636,000TotalGrantOrContriPdDurYrAmt

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$2,778ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,398ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$634,087ExclusionAmt
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$639,263ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$639,263TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARISTA NETWORKS$941,317$2,555,572
GOLDMAN SACHS TRUST GROWTH STR$14,779$17,915
VANGUARD SM-CAP ETF$123,046$138,193

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, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $636,000. This amount represents over 25% of the Foundation's net assets of $1,843,250 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. 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 XV, 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$13,582$13,582
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2017$100
990-PF Excise Tax for 2016$84

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