TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: TOMLINSON FAMILY FOUNDATION (EIN 45-2428903)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-09-16
IRS object ID: 201302609349100605
Schema version: 2012v2.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Gain Loss Sale Other Assets Sch
General Explanation Attachment
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-09-16T05:13:52-00:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Hollow Lane Suite 212	AddressLine1
City	Lake Success	City
State	NY	State
ZIP Code	11042	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	452428903	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Tomlinson Family Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TOML	NameControl
Phone	8008391754	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1
City	Wilmington	City
State	DE	State
ZIP Code	198091377	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Steffan Tomlinson	Name
Title	Co President	Title
Date Signed	2013-09-16	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeffrey D Haskell	Name
Phone	8008391754	Phone
Date Prepared	2013-09-16	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	179071	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	1753	DividendsRevAndExpnss
Dividends Net Invst Incm	1753	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1222	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	31134	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1222	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	2975	TotalRevenueAndExpenses
Total Net Investment Income	2975	TotalNetInvestmentIncome
Taxes Rev And Expnss	45	TaxesRevAndExpnss
Other Expenses Rev And Expnss	3025	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	3025	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3070	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3025	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	23000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	23000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	26070	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	26025	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-23095	ExcessOfRevenueOverExpenses
Net Investment Income	2975	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	99	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	4035	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	4035	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	194182	InvestmentsCorpStockBOY
Investments Corp Stock EOY	167151	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	175036	InvestmentsCorpStockEOYFMV
Total Assets BOY	194281	TotalAssetsBOY
Total Assets EOY	171186	TotalAssetsEOY
Total Assets EOYFMV	179071	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	194281	RetainedEarningsBOY
Retained Earnings EOY	171186	RetainedEarningsEOY
Total Net Assets BOY	194281	TotalNetAssetsBOY
Total Net Assets EOY	171186	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	194281	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	171186	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	194281	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-23095	ExcessOfRevenueOverExpenses
Subtotal	171186	Subtotal
Total Net Assets Fund Balances EOY	171186	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	Publicly-traded Securities	DescriptionOfAsset
Gross Sales Price	31134	GrossSalesPrice
Cost Or Other Basis	29912	CostOrOtherBasis
Gain Or Loss	1222	GainOrLoss
Gains Minus Excess Or Losses	1222	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	1222	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	7975	QualifyingDistributionsYear1
Noncharitable Assets Year1	119191	NoncharitableAssetsYear1
Distribution Ratio Year1	000.066909	DistributionRatioYear1
Total Distribution Ratio	000.066909	TotalDistributionRatio
Average Distribution Ratio	000.066909	AverageDistributionRatio
Net Noncharitable Assets	187791	NetNoncharitableAssets
Adjusted Noncharitable Assets	12565	AdjustedNoncharitableAssets
One Percent Net Investment Income	30	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	12595	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	26025	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	30	InvestmentIncomeExciseTax
Subtotal	30	Subtotal
Tax Based On Investment Income	30	TaxBasedOnInvestmentIncome
Tax Paid With Extension	30	TaxPaidWithExtension
Total Credits And Payments	30	TotalCreditsAndPayments
Tax Paid Original Return	30	TaxPaidOriginalReturn

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	co Foundation Source	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8008391754	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1
City	Wilmington	City
State	DE	State
ZIP Code	198091377	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Kelli Tomlinson
Foundation Source 501 Silverside Rd	Wilmington	DE	19809	Co- Pres / Dir	001.00	0
Steffan Tomlinson
Foundation Source 501 Silverside Rd	Wilmington	DE	19809	Co- Pres / Dir / Sec	001.00	0

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	186873	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	3778	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	190651	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	190651	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2860	CashDeemedCharitable
Net Noncharitable Assets	187791	NetNoncharitableAssets
Minimum Investment Return	9390	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	9390	MinimumInvestmentReturn
Tax Based On Investment Income	30	TaxBasedOnInvestmentIncome
Total Tax	30	TotalTax
Distributable Amount Before Adj	9360	DistributableAmountBeforeAdj
Distributable Amount Before Ded	9360	DistributableAmountBeforeDed
Distributable Amount As Adjusted	9360	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	26025	ExpensesAndContributions
Qualifying Distributions	26025	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	30	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	25995	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	9360	DistributableAmountAsAdjusted
Excess Distri Carryover Year1	4428	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	4428	TotalExcessDistriCarryover
Qualifying Distributions	26025	QualifyingDistributions
Applied To Current Year	9360	AppliedToCurrentYear
Remaining Distri From Corpus	16665	RemainingDistriFromCorpus
Total Corpus	21093	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	21093	ExcessDistriCyovToNextYear
Excess From Year1	4428	ExcessFromYear1
Excess From Current Year	16665	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Kelli Tomlinson	ContributingManager
Contributing Manager	Steffan Tomlinson	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ART OF YOGA PROJECT
555 BRYANT ST 232	PALO ALTO	CA	94301	N/A	509a1	General Unrestricted	$1,000
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE RD	MENLO PARK	CA	94025	N/A	509a1	General Unrestricted	$2,500
FIT KIDS FOUNDATION INC
855 OAK GROVE AVE STE 200	MENLO PARK	CA	94025	N/A	509a1	General Unrestricted	$500
GIRLS MIDDLE SCHOOL
3400 W BAYSHORE RD	PALO ALTO	CA	94303	N/A	509a1	Parents Contribution Fund	$5,000
HEIFER INTERNATIONAL FOUNDATION
PO BOX 727	LITTLE ROCK	AR	72203	N/A	509a1	General Unrestricted	$500
HRJ CHARITIES INC
555 BRYANT ST NO 230	PALO ALTO	CA	94301	N/A	509a2	General Unrestricted	$2,000
JOBTRAIN INC
1200 OBRIEN DR	MENLO PARK	CA	94025	N/A	509a1	General Unrestricted	$1,000
KARA
457 KINGSLEY AVE	PALO ALTO	CA	94301	N/A	509a1	General Unrestricted	$500
LUCILE PACKARD FDN FOR CHILDREN'S HEALTH
400 HAMILTON AVE STE 340	PALO ALTO	CA	94301	N/A	509a1	Circle of Friends Gift	$1,500
PALO ALTO PARTNERS IN EDUCATION
PO BOX 1557	PALO ALTO	CA	94302	N/A	509a1	General Unrestricted	$1,500
STANFORD HOSPITAL AND CLINICS
300 PASTEURDR MC 5510	STANFORD	CA	94305	N/A	509a1	Bone Marrow Transplant Division	$500
SUMMER SEARCH
500 SANSOME ST STE 350	SAN FRANCISCO	CA	94111	N/A	509a1	Charitable Event	$5,000
TRINITY COLLEGE
300 SUMMIT ST	HARTFORD	CT	06106	N/A	509a1	Long Walk Society Fund	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	23000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,753	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,222	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$2,975	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	2975	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	Publicly-traded Securities	Name
Gross Sales Price	31134	GrossSalesPrice
Basis	29912	Basis
Total Net	1222	TotalNet

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
1888 shares of GOLDMAN SACHS INFL PROT A	22274	21393
9243 shares of GOLDMAN SACHS SHORT DURATION GOVERNMENT FD CL A	94928	94926
5814 shares of GOLDMAN SACHS TAX ADV GL A	49949	58717

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees	3000	3000
State or Local Filing Fees	25	25

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	IRS Excise Tax Payment with 1st ext 990-PF	Category
Amount	$45	Amount

TOMLINSON FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments