THOMAS HODGE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-07
- IRS object ID
- 201332199349100208
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-07T11:31:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943158857 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH CIVIC DR STE 220 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94596 | 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 | 200513675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS HODGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 5108341128 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS WILSON | Name |
| Title | TRUSTEE | Title |
| Phone | 5108341128 | Phone |
| Date Signed | 2013-06-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY TIKALSKY | Name |
| PTIN | P00033099 | PTIN |
| Phone | 9252102180 | Phone |
| Date Prepared | 2013-06-06 | DatePrepared |
| 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 | 454277 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 60000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6486 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6486 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 277 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 277 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 277 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 404 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 404 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 67177 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7177 | 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 |
| Taxes Rev And Expnss | 183 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 90 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 553 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 509 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 44 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 736 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 599 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 44 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18736 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 599 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18044 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48441 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6578 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 112651 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 154523 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 154523 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 270022 | InvestmentsOtherBOY |
| Investments Other EOY | 276608 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 299754 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 382673 | TotalAssetsBOY |
| Total Assets EOY | 431131 | TotalAssetsEOY |
| Total Assets EOYFMV | 454277 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 382673 | CapitalStockBOY |
| Capital Stock EOY | 431131 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 382673 | TotalNetAssetsBOY |
| Total Net Assets EOY | 431131 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 382673 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 431131 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 382673 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48441 | ExcessOfRevenueOverExpenses |
| Other Increases | 17 | OtherIncreases |
| Subtotal | 431131 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 431131 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 277 | GrossSalesPrice |
| Gain Or Loss | 277 | GainOrLoss |
| Gains Minus Excess Or Losses | 277 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 277 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15517 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 337588 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045964 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12711 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 259945 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048899 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15946 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 191774 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083150 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15023 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 240606 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062438 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 258089 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043008 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.283459 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056692 | AverageDistributionRatio |
| Net Noncharitable Assets | 397078 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22511 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 66 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22577 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18044 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 132 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 132 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 132 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 150 | TaxPaidWithExtension |
| Total Credits And Payments | 150 | TotalCreditsAndPayments |
| Overpayment | 18 | Overpayment |
| Amount Credited To Next Year | 18 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | THOMAS H WILSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5108341128 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS H WILSON | ||||||||
| 1565 JACKSON STREET | OAKLAND | CA | 94612 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DOUGLAS R SCOTT | ||||||||
| 1565 JACKSON STREET | OAKLAND | CA | 94612 | TRUSTEE | 0.00 | 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 | 289687 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 113438 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 403125 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 403125 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6047 | CashDeemedCharitable |
| Net Noncharitable Assets | 397078 | NetNoncharitableAssets |
| Minimum Investment Return | 19854 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19854 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 132 | TaxBasedOnInvestmentIncome |
| Total Tax | 132 | TotalTax |
| Distributable Amount Before Adj | 19722 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19722 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19722 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18044 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18044 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18044 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19722 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1820 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6357 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 8177 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18044 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18044 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1678 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1678 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6499 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6499 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 142 | ExcessFromYear4 |
| Excess From Year3 | 6357 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS H WILSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS H WILSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5105341128 | RecipientPhoneNumber |
| Form And Info And Materials | NO FORMAL APPLICATION IS CURRENTLY USED. GRANTS ARE AWARDED TO NON-PROFIT ORGANIZATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE GIVEN TO NON-PROFIT ORGANIZATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALAMEDA UNIFIED SCHOOL DISTRICT | ||||||
| 210 CENTRAL AVENUE | ALAMEDA | CA | 94601 | PUBLIC SCHOOL | SUSAN SCOTT SCHOLARSHIP FUND | $1,000 |
| BONNIE J ADDARIO LUNG CANCER FOUNDATION | ||||||
| 601 4TH STREET SUITE 215 | SAN FRANCISCO | CA | 94107 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,500 |
| LITTLE WISHES | ||||||
| 901 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $300 |
| SMILE TRAIN | ||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $2,000 |
| ST JUDES CHILDRENS HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $2,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $2,000 |
| HUALALAI OHANA FOUNDATION | ||||||
| PO BOX 5227 | KAILUAKONA | HI | 96745 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $700 |
| THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE | ||||||
| ONE AMERICAN SQUARE SUITE 2420 | INDIANAPOLIS | IN | 46282 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $100 |
| AMERICAN RED CROSS | ||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,000 |
| HUMANE SOCIETY OF THE US | ||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,000 |
| RITTER CENTER | ||||||
| RITTER CENTER AT PO BOX 3517 | SAN RAFAEL | CA | 94912 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $1,000 |
| SALVATION ARMY | ||||||
| PO BOX 1959 | ATLANTA | GA | 30301 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $400 |
| GUIDE DOGS OF THE DESERT | ||||||
| PO BOX 1692 | PALM SPRINGS | CA | 92263 | PUBLIC CHARITY | SUPPORT CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,486 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $404 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $277 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,177 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7177 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS H WILSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 60000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHARLES SCHWAB-2491 | FMV | 272747 | 295688 |
| DORCHESTER MINERALS | AT COST | 3861 | 4066 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEES AND LICENSES | 35 | 0 | 35 |
| INVESTMENT EXPENSE | 54 | 54 | 0 |
| DEPLETION | 455 | 455 | 0 |
| POSTAGE | 9 | 0 | 9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTY INCOME FROM PASSTHROUGH | Description |
| Revenue And Expenses Per Books | 404 | RevenueAndExpensesPerBooks |
| Net Investment Income | 404 | NetInvestmentIncome |
| Adjusted Net Income | 404 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-DIVIDEND DISTRIBUTIONS | Description |
| Amount | $17 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | THOMAS H WILSON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $90 | 90 | 0 |
| FEDERAL TAX PAID | $93 | 0 | 0 |