THE MALEY-THAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE MALEY-THAWLEY FAMILY FOUNDATION (EIN 68-0442684)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349101071
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:54:44-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941481988 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1 |
| City | STOCKTON | City |
| State | CA | State |
| ZIP Code | 95219 | 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 | 680442684 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALEY-THAWLEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MALE | NameControl |
| Phone | 2093697434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W WOODBRIDGE ROAD | AddressLine1 |
| City | LODI | City |
| State | CA | State |
| ZIP Code | 952429616 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD THAWLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 2093697434 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL E PHELPS | Name |
| PTIN | P00045985 | PTIN |
| Phone | 2094731040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11910 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 172300 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 328 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 328 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 387 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2851 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 387 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 173015 | TotalRevenueAndExpenses |
| Total Net Investment Income | 715 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 700 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1450 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 80 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 60 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 60 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2290 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 700 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1590 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 167254 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 167254 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169544 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 700 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 168844 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3471 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 744 | CashBOY |
| Cash EOY | 3516 | CashEOY |
| Cash EOYFMV | 3516 | CashEOYFMV |
| Investments Corp Stock BOY | 7007 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7706 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8394 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7751 | TotalAssetsBOY |
| Total Assets EOY | 11222 | TotalAssetsEOY |
| Total Assets EOYFMV | 11910 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7751 | UnrestrictedBOY |
| Unrestricted EOY | 11222 | UnrestrictedEOY |
| Total Net Assets BOY | 7751 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11222 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7751 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11222 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7751 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3471 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 11222 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11222 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| PRUDENTIAL TOTAL RETURN BOND FUND CL A - 1.016 SHS | 2011-01-01 | 2012-11-15 | 15 | 15 | 0 | 0 | |
| PRUDENTIAL TOTAL RETURN BOND FUND CL L - 10.455 SHS | 2012-01-01 | 2012-08-24 | 152 | 148 | 4 | 4 | |
| PRUDENTIAL TOTAL RETURN BOND FUND CL L - 3.059 SHS | 2011-01-01 | 2012-08-24 | 45 | 43 | 2 | 2 | |
| PRUDENTIAL TOTAL RETURN BOND FUND CL L - 179.696 SHS | 2011-01-01 | 2012-08-24 | 2618 | 2258 | 360 | 360 | |
| CAPITAL GAINS DIVIDENDS | 21 | 21 | 21 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 387 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 110424 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7949 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 13.891559 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20230 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13305 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.520481 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 109511 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17752 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 6.168939 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34926 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 30318 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.151989 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 400048 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 320708 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.247390 | DistributionRatioYear5 |
| Total Distribution Ratio | 23.980358 | TotalDistributionRatio |
| Average Distribution Ratio | 4.796072 | AverageDistributionRatio |
| Net Noncharitable Assets | 14786 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 70915 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 70915 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 168844 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD THAWLEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2093689795 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W WOODBRIDGE ROAD | AddressLine1 |
| City | LODI | City |
| State | CA | State |
| ZIP Code | 952429616 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD THAWLEY | ||||||||
| 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | PRESIDENT, DIRECTOR | 2.00 | 0 | 0 | 0 |
| CYNTHIA THAWLEY | ||||||||
| 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | V.P., SEC-TREAS, DIRECTOR | 2.00 | 0 | 0 | 0 |
| NORMAN MALEY | ||||||||
| 2688 W WOODBRIDGE ROAD | LODI | CA | 95242 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8074 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6937 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15011 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 15011 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 225 | CashDeemedCharitable |
| Net Noncharitable Assets | 14786 | NetNoncharitableAssets |
| Minimum Investment Return | 739 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 739 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 739 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 739 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 739 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 168844 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 168844 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 168844 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 739 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 384601 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 33410 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 108623 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19565 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 110027 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 656226 | TotalExcessDistriCarryover |
| Qualifying Distributions | 168844 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 739 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 168105 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 824331 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 384601 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 439730 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 33410 | ExcessFromYear4 |
| Excess From Year3 | 108623 | ExcessFromYear3 |
| Excess From Year2 | 19565 | ExcessFromYear2 |
| Excess From Year1 | 110027 | ExcessFromYear1 |
| Excess From Current Year | 168105 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RICHARD THAWLEY | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W WOODBRIDGE RD | AddressLine1 |
| City | LODI | City |
| State | CA | State |
| ZIP Code | 95240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2093697434 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICANTS ARE REQUIRED TO SUBMIT A COMPLETE DESCRIPTION OF WHY THEY ARE IN NEED OF ASSISTANCE AND A SPECIFIC DESCRIPTION OF THE USE FOR WHICH THE GRANT WILL BE USED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE, EXCEPT FOR SCHOLARSHIPS WHICH IS MARCH 31ST. | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO BAY AREA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1001 DAVIS STREET | SAN LEANDRO | CA | 94577 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,300 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC SCHOOL | SPORTS IMPROVEMENT FUND - FOOTBALL | $25,000 |
| SAN JOSE STATE UNIVERSITY | |||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | NONE | PUBLIC SCHOOL | SPORTS IMPROVEMENT FUND - FOOTBALL | $25,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PRIVATE SCHOOL | TV CONTENT PROJECT - EDUCATIONAL | $100,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1333 HOWE AVE SUITE 113 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | SCIENTIFIC/EDUCATIONAL | $100 |
| SIGMA ALPHA EPSILON FOUNDATION | |||||||
| 1856 SHERIDAN ROAD | EVANSTON | IL | 60201 | NONE | PRIVATE FOUNDATION | EDUCATIONAL AND SCHOLARSHIP ASSISTANCE | $100 |
| VILLAGE HIGH SCHOOL | |||||||
| 4645 BERNAL AVE | PLEASANTON | CA | 94566 | NONE | PUBLIC SCHOOL | EDUCATIONAL | $1,800 |
| ALEX WASSOM | |||||||
| 3000 CAMPUS HILL DRIVE | LIVERMORE | CA | 94551 | NONE | INDIVIDUAL | TUITION/BOOKS | $2,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 167254 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $328 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $387 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $715 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 715 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 12300 | X |
| 2 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 100000 | X |
| 3 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 10000 | X |
| 4 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 25000 | X |
| 5 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 20000 | X |
| 6 | RICHARD CYNTHIA THAWLEY | 14910 SOBEY ROAD | SARATOGA | CA | 950706236 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,150 | Amount |
| Net Investment Income | 700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1450 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PRUDENTIAL TOTAL RETURN BD FD CL A | 7706 | 8394 |
| PRUDENTIAL TOTAL RETURN BD FD CL L | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK SERVICE CHARGES | Description |
| Revenue And Expenses Per Books | 60 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 60 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | Category |
| Amount | $80 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 80 | DisbursementsCharitablePrps |
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