BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOWMAN FAMILY FOUNDATION (EIN 94-3380924)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-15
- IRS object ID
- 201501059349101210
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T12:56:09-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET STE 1600 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943380924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN FAMILY FOUNDATION CO LAWRENCE BOWMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWM | BusinessNameControlTxt |
| Phone | 6502873561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT STREET | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE BOWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6502873561 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND L THORNSON | PreparerPersonNm |
| PTIN | P01254947 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,908,985 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,906 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,913 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $310,913 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $638 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $638 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,022 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,021 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $673,672 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $673,672 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $677,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$360,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $315,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,397 | CashBOYAmt |
| Cash EOY | $57,097 | CashEOYAmt |
| Cash EOYFMV | $57,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $315,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,851,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,851,888 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,934,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $2,269,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,908,985 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,908,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,269,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,908,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,269,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,269,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,908,985 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,269,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$360,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,908,985 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,908,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $310,913 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $310,913 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310,913 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $522,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,392,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.218341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,841,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $387,378 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,105,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $450,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,479,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129410 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $580,547 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,080,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142277 | DistributionYr5Rt |
| Total Distribution | 0.794328 | TotalDistributionRt |
| Average Distribution | 0.158866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,158,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $342,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $346,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $675,406 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $356 | TaxDueAmt |
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 | 0 | 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 | LAWRENCE BOWMAN | IndividualWithBooksNm |
| Phone | 6502873561 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 S GRANT ST SUITE 600 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94402 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE BOWMAN | ||||||||
| 1875 S GRANT STREET SUITE 600 | SAN MATEO | CA | 94402 | CEO/PRESIDENT & SECRETARY | 5.00 | $0 | $0 | $0 |
| CASSANDRA TRAINOR | ||||||||
| 1875 S GRANT STREET SUITE 600 | SAN MATEO | CA | 94402 | SECRETARY | 5.00 | $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 | $1,060,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,131,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,191,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,191,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,158,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,152 | TotalTaxAmt |
| Distributable Before Adj | $104,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $675,406 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $672,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $580,547 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $450,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $387,378 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $512,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $522,360 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,453,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $675,406 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $104,785 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $104,785 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,024,116 | 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 | $475,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,548,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $450,259 | ExcessFromYear4Amt |
| Excess From Year3 | $387,378 | ExcessFromYear3Amt |
| Excess From Year2 | $512,951 | ExcessFromYear2Amt |
| Excess From Year1 | $522,360 | ExcessFromYear1Amt |
| Excess From Current Year | $675,406 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE BOWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| CHP 11-99 FOUNDATION | ||||||
| 2244 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | PUBLIC CHARITY | GENERAL BUDGET | $52,000 |
| FRIENDS OF WOODSIDE LIBRARY | ||||||
| 3140 WOODSIDE ROAD | WOODSIDE | CA | 94062 | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| HUI O NA MAKUAHINE HO'OKAHI O KAUAI | ||||||
| 1784 AWAA PL | KAPAA | HI | 967462342 | PUBLIC CHARITY | GENERAL BUDGET | $15,000 |
| KAPAA POP WARNER ASSOCIATION | ||||||
| 586 MIDDLETON BLVD SUITE C-100 | LANGHORNE | PA | 19047 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| KAUAI HUMANE SOCIETY | ||||||
| PO BOX 3330 | LIHUE | HI | 96766 | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| KAUAI POLICE ACTIVITIES LEAGUE (YOUTH CENTER KAPAA) | ||||||
| 4800 KAWAIHAU ROAD | KAPAA | HI | 96746 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| LEHIGH UNIVERSITY | ||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | PUBLIC CHARITY | GENERAL BUDGET | $15,000 |
| MARINE CONSERVATION INSTITUTE | ||||||
| 4010 STONE WAY N SUITE 210 | SEATTLE | WA | 98103 | PUBLIC CHARITY | GENERAL BUDGET | $50,000 |
| MUSICIANS AID SOCIETY OF NEW YORK INC | ||||||
| 111 JOHN STREET SUITE 230 | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| PETERSEN AUTOMOTIVE MUSEUM | ||||||
| DEVELOPMENT DEPT 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | GENERAL BUDGET | $1,250 |
| RACING FOR OUR HEROES | ||||||
| 6611 HILLCREST AVENUE SUITE 343 | DALLAS | TX | 75205 | PUBLIC CHARITY | GENERAL BUDGET | $30,000 |
| REDWOOD CITY 330 SQUAD CLUB INC | ||||||
| 355 CONVENTION WAY | REDWOOD CITY | CA | 940631402 | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| REDWOOD CITY POLICE DEPARTMENT | ||||||
| 1017 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | PUBLIC CHARITY | GENERAL BUDGET | $87,000 |
| ROTARY CLUB HANALEI BAY FOUNDATION | ||||||
| PO BOX 1495 | HANALEI | HI | 96714 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| SACRED HEART COMMUNITY SERVICE | ||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| SAN FRANCISCO FORTY NINERS FOUNDATION | ||||||
| 4900 MARIE P DEBARTOLO WAY | SANTA CLARA | CA | 95054 | PUBLIC CHARITY | GENERAL BUDGET | $20,000 |
| SAN FRANCISCO SYMPHONY | ||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PUBLIC CHARITY | GENERAL BUDGET | $51,340 |
| SAN MATEO CORRECTIONAL PEACE OFFICERS FOUNDATION | ||||||
| PO BOX 348390 | SACRAMENTO | CA | 958348390 | PUBLIC CHARITY | GENERAL BUDGET | $1,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PUBLIC CHARITY | GENERAL BUDGET | $5,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | GENERAL BUDGET | $20,000 |
| SPECIAL OLYMPICS KAUA'I | ||||||
| PO BOX 3295 | HONOLULU | HI | 96801 | PUBLIC CHARITY | GENERAL BUDGET | $12,500 |
| ST BEDE'S EPISCOPAL CHURCH | ||||||
| 2650 SAND HILL ROAD | MENLO PARK | CA | 94025 | PUBLIC CHARITY | GENERAL BUDGET | $15,000 |
| STANFORD UNIVERSITY - BING SCHOOL | ||||||
| 295 GALVEZ STREET | STANFORD | CA | 943056104 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| SURFRIDER KAUAI | ||||||
| PO BOX 819 | WAIMEA | HI | 96796 | PUBLIC CHARITY | GENERAL BUDGET | $10,000 |
| THE MARINE MAMMAL CENTER | ||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 949652619 | PUBLIC CHARITY | GENERAL BUDGET | $131,765 |
| WARRIORS COMMUNITY FOUNDATION | ||||||
| 1011 BROADWAY | OAKLAND | CA | 946074019 | PUBLIC CHARITY | GENERAL BUDGET | $25,000 |
| WOODSIDE SCHOOL FOUNDATION | ||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | PUBLIC CHARITY | GENERAL BUDGET | $36,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $673,672 | 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 | $5,906 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $310,913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $316,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,819 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,275 | Amt |
| Net Investment Income | $638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $638 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE BOWMAN FAMILY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $50 | $25 | $0 | $25 |
| MISCELLANEOUS | $1,994 | $997 | $0 | $996 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY GENERAL REGISTRY OF CHARITABLE TRUSTS | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
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