BETA

TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201641339349100204
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T15:37:43-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonKELLI TOMLINSONPersonNm
Person Titleco presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2016-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$930,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,041ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,536NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$311,470GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,506CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$622,606TotalRevAndExpnssAmt
Total Net Invst Incm$67,535TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$450TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,760OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,760OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,760TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$326,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$326,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$332,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$332,160TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$289,996ExcessRevenueOverExpensesAmt
Net Investment Income$67,535NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,946SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,852SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,852SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$552,346CorporateStockBOYAmt
Corporate Stock EOY$863,436CorporateStockEOYAmt
Corporate Stock EOYFMV$923,675CorporateStockEOYFMVAmt
Total Assets BOY$580,292TotalAssetsBOYAmt
Total Assets EOY$870,288TotalAssetsEOYAmt
Total Assets EOYFMV$930,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$580,292RetainedEarningBOYAmt
Retained Earning EOY$870,288RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$580,292TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$870,288TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$580,292TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$870,288TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$580,292TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$289,996ExcessRevenueOverExpensesAmt
Subtotal$870,288SubtotalAmt
Tot Net Ast Or Fund Balances EOY$870,288TotNetAstOrFundBalancesEOYAmt

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$311,470GrossSalesPriceAmt
Cost Or Other Basis$245,964CostOrOtherBasisAmt
Gain Or Loss$65,506GainOrLossAmt
Gains Minus Excess Or Losses$65,506GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$65,506CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$70,706AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$377,718NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.187193DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,139AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$191,282NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.147107DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,995AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$187,791NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.138425DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,975AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$119,191NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066909DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.539634TotalDistributionRt
Average Distribution0.134909AverageDistributionRt
Net Vl Noncharitable Assets$554,833NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$74,852AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$675NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$75,527AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$332,160QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$675InvestmentIncomeExciseTaxAmt
Subtotal$675SubtotalAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$675TaxDueAmt

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 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$538,498AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,784AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$563,282TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$563,282AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$554,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,742MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,742MinimumInvestmentReturnAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Tax$675TotalTaxAmt
Distributable Before Adj$27,067DistributableBeforeAdjAmt
Distributable Before Ded$27,067DistributableBeforeDedAmt
Distributable As Adjusted$27,067DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$332,160ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$332,160QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$675PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$331,485AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,067DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr4$4,428ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,665ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,947ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,520ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,560TotalExcessDistributionCyovAmt
Qualifying Distributions$332,160QualifyingDistributionsAmt
Applied To Current Year$27,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$305,093RemainingDistriFromCorpusAmt
Total Corpus$398,653TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$398,653ExcessDistriCyovToNextYrAmt
Excess From Year4$4,428ExcessFromYear4Amt
Excess From Year3$16,665ExcessFromYear3Amt
Excess From Year2$18,947ExcessFromYear2Amt
Excess From Year1$53,520ExcessFromYear1Amt
Excess From Current Year$305,093ExcessFromCurrentYearAmt
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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAWAM COUNCIL
6 FUNDY RDFALMOUTHME04105N/APCGeneral & Unrestricted$250
ART OF YOGA PROJECT
555 BRYANT ST 232PALO ALTOCA94301N/APCGeneral & Unrestricted$11,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLYCA94028N/APCAnnual Fund$10,000
BENEDICTINE FATHERS OF THE PRIORY
302 PORTOLA RDPORTOLA VALLYCA94028N/APCSteam Building Campaign$100,000
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE RDMENLO PARKCA94025N/APCGeneral & Unrestricted$10,000
BRING CHANGE 2 MIND
155 SANSOME ST STE 530SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$500
CAMP RUNOIA ALUMNAE ORGANIZATION
PO BOX 450BELGRADE LAKESME04918N/APCGeneral & Unrestricted$250
CHALLENGE SUCCESS
289 KINGS MOUNTAIN RDWOODSIDECA94062N/APCGeneral & Unrestricted$1,000
FIRST CONGREGATIONAL CHURCH OF PALO ALTO
1985 LOUIS RDPALO ALTOCA94303N/APCGeneral & Unrestricted$2,500
FIT KIDS FOUNDATION INC
2682 MIDDLEFIELD RD UNIT PREDWOOD CITYCA94063N/APCGeneral & Unrestricted$500
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCGeneral & Unrestricted$2,500
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCAnnual Fund$10,000
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RDPALO ALTOCA94303N/APCScholarship Fund$15,000
KAEME FOUNDATION
1107 COWPER STPALO ALTOCA94301N/APCGeneral & Unrestricted$500
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE STE 340PALO ALTOCA94301N/APCSean N. Parker Foundation for Allergy Research Fund$5,000
PALO ALTO PARTNERS IN EDUCATION
PO BOX 1557PALO ALTOCA94302N/APCElementary School Program$10,000
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396MENLO PARKCA94026N/APCGeneral & Unrestricted$15,100
REDF
221 MAIN ST STE 1550SAN FRANCISCOCA94105N/APCGeneral & Unrestricted$2,000
SILICON VALLEY SOCIAL VENTURE FUND
PO BOX 1792LOS ALTOSCA94023N/APCGeneral & Unrestricted$15,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL MSC 512MEMPHISTN38105N/APCGeneral & Unrestricted$3,800
STANFORD HEALTH CARE
300 PASTEUR DR MC 551STANFORDCA94305N/APCBone Marrow Transplant Division$500
SUMMER SEARCH
500 SANSOME STSAN FRANCISCOCA94111N/APCGeneral & Unrestricted$1,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCGeneral & Unrestricted$100,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106N/APCChair's Circle Campaign$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$326,400TotalGrantOrContriPdDurYrAmt

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$46ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,983ExclusionAmt
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$20,536ExclusionAmt
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$22,565ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,565TotalIncomeProducingActyAmt

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$600,041TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ARISTA NETWORKS ANET, 3840 sh.$294,2402015-12-28
1ARISTA NETWORKS ANET, 4249 sh.$305,8012015-11-20

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARISTA NETWORKS$761,081$823,469
GOLDMAN SACHS TRUST GROWTH STR$102,355$100,206

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationThis 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, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $326,400. This amount represents over 25% of the Foundation's net assets of $568,521 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. 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$5,735$5,735
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2014CategoryTxt
Amt$450Amt

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