BETA

TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-05
IRS object ID
201701259349102100
Schema version
2016v3.0
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)
Return2017-05-05T14:27:57-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171255000103FederalOriginalSubmissionId
Federal Original Submission Id2017-05-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA03CA8425FE017993163D7917FD3F5FFAC126974AtSubmissionCreationDeviceId
At Submission Filing Device Id0B775BB9C0E0C9DA339247063A24C50179569C8EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,843,250FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$800,040ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$32InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,248DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,248DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$758NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$104,147GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,911CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$802,078TotalRevAndExpnssAmt
Total Net Invst Incm$4,191TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$675TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,945OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,945OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,945TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$698,708ExcessRevenueOverExpensesAmt
Net Investment Income$4,191NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,713SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,713SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$863,436CorporateStockBOYAmt
Corporate Stock EOY$1,560,283CorporateStockEOYAmt
Corporate Stock EOYFMV$1,834,537CorporateStockEOYFMVAmt
Total Assets BOY$870,288TotalAssetsBOYAmt
Total Assets EOY$1,568,996TotalAssetsEOYAmt
Total Assets EOYFMV$1,843,250TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$870,288RetainedEarningBOYAmt
Retained Earning EOY$1,568,996RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$870,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,568,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$870,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,568,996TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$870,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$698,708ExcessRevenueOverExpensesAmt
Subtotal$1,568,996SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,568,996TotNetAstOrFundBalancesEOYAmt

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$104,147GrossSalesPriceAmt
Cost Or Other Basis$101,236CostOrOtherBasisAmt
Gain Or Loss$2,911GainOrLossAmt
Gains Minus Excess Or Losses$2,911GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,911CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$331,485AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$554,833NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.59745DistributionYr1Rt
Adjusted Qlfy Distri Yr2$70,706AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$377,718NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.187193DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,139AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$191,282NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147107DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,995AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$187,791NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.138425DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,975AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$119,191NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066909DistributionYr5Rt
Total Distribution1.137084TotalDistributionRt
Average Distribution0.227417AverageDistributionRt
Net Vl Noncharitable Assets$913,891NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$207,834AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$42NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$207,876AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,695QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$84InvestmentIncomeExciseTaxAmt
Subtotal$84SubtotalAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$84TaxDueAmt

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 EtcfalseOrganizationDissolvedEtcInd
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 RdWilmingtonDE198091377Co- Pres / Dir / Sec1.0$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$921,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,716AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$927,808TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$927,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$913,891NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,695MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,695MinimumInvestmentReturnAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Tax$84TotalTaxAmt
Distributable Before Adj$45,611DistributableBeforeAdjAmt
Distributable Before Ded$45,611DistributableBeforeDedAmt
Distributable As Adjusted$45,611DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$102,695QualifyingDistributionsAmt
Adjusted Qualifying Distri$102,695AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,611DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$4,428ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,665ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,947ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,520ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$305,093ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$398,653TotalExcessDistributionCyovAmt
Qualifying Distributions$102,695QualifyingDistributionsAmt
Applied To Current Year$45,611AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,084RemainingDistriFromCorpusAmt
Total Corpus$455,737TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,428ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$451,309ExcessDistriCyovToNextYrAmt
Excess From Year4$16,665ExcessFromYear4Amt
Excess From Year3$18,947ExcessFromYear3Amt
Excess From Year2$53,520ExcessFromYear2Amt
Excess From Year1$305,093ExcessFromYear1Amt
Excess From Current Year$57,084ExcessFromCurrentYearAmt
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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAWAM COUNCIL
6 FUNDY RD STE 100FALMOUTHME04105N/APCGeneral & Unrestricted$500
AGAWAM COUNCIL
6 FUNDY RD STE 100FALMOUTHME04105N/APCCharitable Event$500
ART OF YOGA PROJECT
555 BRYANT ST 232PALO ALTOCA94301N/APCGeneral & Unrestricted$5,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLEYCA94028N/APCAnnual Fund$10,000
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE RDMENLO PARKCA94025N/APCGeneral & Unrestricted$10,000
CAMP RUNOIA ALUMNAE ORGANIZATION
PO BOX 450BELGRADE LAKESME04918N/APCGeneral & Unrestricted$1,000
CHALLENGE SUCCESS
289 KINGS MOUNTAIN RDWOODSIDECA94062N/APCGeneral & Unrestricted$2,500
CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE
330 RAVENSWOOD AVEMENLO PARKCA94025N/APCAnnual Giving Campaign$250
COMMON SENSE MEDIA
650 TOWNSEND ST STE 435SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$2,500
CRISIS TEXT LINE
24 W 25TH ST 6TH FLNEW YORKNY10010N/APCGeneral & Unrestricted$500
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DRBEVERLY HILLSCA90212N/APCGeneral & Unrestricted$500
FIRST CONGREGATIONAL CHURCH OF PALO ALTO
1985 LOUIS RDPALO ALTOCA94303N/APCGeneral & Unrestricted$1,000
FIRST CONGREGATIONAL CHURCH OF PALO ALTO
1985 LOUIS RDPALO ALTOCA94303N/APCCompleting Our Abundant Welcome Campaign$2,000
FOODCORPS INC
2544 NW UPSHUR STPORTLANDOR97210N/APCGeneral & Unrestricted$1,000
FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO
1451 MIDDLEFIELD RDPALO ALTOCA94301N/APCGeneral & Unrestricted$1,000
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCAnnual Fund$10,000
HRJ CHARITIES INC
555 BRYANT ST NO 230PALO ALTOCA94301N/APCGeneral & Unrestricted$5,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FLNEW YORKNY10118N/APCGeneral & Unrestricted$5,000
KAMUKAMA FOUNDATION
PO BOX 5929AUSTINTX78763N/APCGeneral & Unrestricted$5,000
NEW DOOR VENTURES
3221 20TH STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$500
PALO ALTO PARTNERS IN EDUCATION
PO BOX 1557PALO ALTOCA94302N/APCGeneral & Unrestricted$500
PENINSULA BRIDGE PROGRAM
PO BOX 963MENLO PARKCA94026N/APCGeneral & Unrestricted$5,000
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396MENLO PARKCA94026N/APCGeneral & Unrestricted$5,500
SILICON VALLEY SOCIAL VENTURE FUND
PO BOX 1792LOS ALTOSCA94023N/APCGeneral & Unrestricted$10,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCTrinity Fund$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,750TotalGrantOrContriPdDurYrAmt

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$32ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,248ExclusionAmt
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$758ExclusionAmt
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$2,038ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,038TotalIncomeProducingActyAmt

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 Kelli and SteffanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1436 Lincoln AveAddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$800,040TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ARISTA NETWORKS ANET, 6354 sh.$600,0082016-12-13
1VANGUARD SM-CAP ETF VB, 1520 sh.$200,0322016-12-13

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARISTA NETWORKS$1,361,090$1,638,606
GOLDMAN SACHS TRUST GROWTH STR$14,295$14,742
VANGUARD SM-CAP ETF$184,898$181,189

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,920$7,920
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2015CategoryTxt
Amt$675Amt

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