THOMAS HODGE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-08
- IRS object ID
- 202520989349100037
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T19:22:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio Advisory Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 Summit Boulevard Suite 120 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200513675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thomas Hodge Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5108341128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 Jackson Street | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas R Scott | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5108341128 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $953,492 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $290,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $290,865 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $438,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $191,258 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $662,627 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $510,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $482,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $953,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $510,059 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $482,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $510,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $482,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $482,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $510,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $482,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $482,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $310 | GrossSalesPriceAmt |
| Gain Or Loss | $310 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $310 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $241 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $241 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $241 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $241 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108341128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 Jackson Street | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas R Scott | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 Jackson Street | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $615,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $702,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $702,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $692,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $241 | TotalTaxAmt |
| Distributable Before Adj | $34,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,367 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,019 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,684 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,683 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,386 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,019 | ExcessFromYear4Amt |
| Excess From Year2 | $2,684 | ExcessFromYear2Amt |
| Excess From Current Year | $10,683 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Douglas R Scott | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 Jackson Street | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5105341128 | RecipientPhoneNum |
| Form And Info And Materials | No formal application is currently used. Grants are awarded to non-profit organizations. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications are accepted at any time. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are given to non-profit organizations. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alameda County Community Food Bank | ||||||||
| 7900 Edgewater Dr | Oakland | CA | 946046857 | None | PC | Support Charitable Purpose | $1,000 | |
| Alameda Unified School Dist | ||||||||
| 210 Central Avenue | Alameda | CA | 94601 | None | PC | Susan Scott Scholarship | $1,000 | |
| American Red Cross | ||||||||
| PO Box 512006 | Los Angeles | CA | 900510006 | None | PC | Support Charitable Purpose | $500 | |
| Angel Flight West | ||||||||
| 3161 Donald Douglas Loop South | Santa Monica | CA | 90405 | None | PC | Support Charitable Purpose | $500 | |
| Bay Area Rescue Mission | ||||||||
| PO Box 1112 | Richmond | CA | 94802 | None | PC | Support Charitable Purpose | $1,500 | |
| California Alumni Taap | ||||||||
| University Of California Berkely | Berkeley | CA | 94720 | None | PC | Support Charitable Purpose | $1,000 | |
| Canal Alliance | ||||||||
| 711 Grand Avenue Marina Building | San Rafael | CA | 94901 | None | PC | Support Charitable Purpose | $300 | Suite 200 |
| Covenant House Of California | ||||||||
| 200 Harris Street | Oakland | CA | 94607 | None | PC | Support Charitable Purpose | $500 | |
| CV Rescue Mission | ||||||||
| 47-470 Van Buren | Indio | CA | 922022546 | None | PC | Support Charitable Purpose | $500 | |
| Cycles Of Change | ||||||||
| 1246 23rd Ave | Oakland | CA | 94621 | None | PC | Support Charitable Purpose | $500 | |
| Desert Community Foundation | ||||||||
| 75105 Merle Dr Suite 300 | Palm Desert | CA | 922115211 | None | PC | Support Charitable Purpose | $500 | |
| Doctors Without Borders | ||||||||
| Po Box 5022 | Hagerstown | MD | 217419804 | None | PC | Support Charitable Purpose | $1,500 | |
| Feeding America | ||||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | None | PC | Support Charitable Purpose | $500 | |
| Finca | ||||||||
| 1201 15th St NW 8th Floor | Washington | DC | 20005 | None | PC | Support Charitable Purpose | $500 | |
| Glide | ||||||||
| 330 Ellis Street | San Francisco | CA | 94102 | None | PC | Support Charitable Purpose | $500 | |
| Guide Dogs for the Blind | ||||||||
| PO Box 3950 | San Rafael | CA | 949123950 | None | PC | Support Charitable Purpose | $500 | |
| Guide Dogs for the Desert | ||||||||
| PO Box 1692 | Palm Springs | CA | 92263 | None | PC | Support Charitable Purpose | $500 | |
| Habitat For Humanity East Bay | ||||||||
| 2619 Broadway | Oakland | CA | 94612 | None | PC | Support Charitable Purpose | $1,000 | |
| Habitat For Humanity Greater San Francisco | ||||||||
| 300 Montgomery St Suite 450 | San Francisco | CA | 94104 | None | PC | Support Charitable Purpose | $1,000 | |
| Heifer International | ||||||||
| PO Box 6021 | Albert Lea | MN | 560076621 | None | PC | Support Charitable Purpose | $100 | |
| Homeward Bound Of Marin | ||||||||
| 1385 N Hamilton Parkway | Novato | CA | 94949 | None | PC | Support Charitable Purpose | $1,000 | |
| Huaalai 'Ohana Foundation | ||||||||
| 72-1000 Kaupulehu Drive | KailuaKona | HI | 96740 | None | PC | Support Charitable Purpose | $1,000 | |
| International Medical Corps | ||||||||
| 1801 W Olympic Blvd | Pasadena | CA | 941192156 | None | PC | Support Charitable Purpose | $500 | |
| International Rescue Committee | ||||||||
| 440 Grand Avd 500 | Oakland | CA | 94610 | None | PC | Support Charitable Purpose | $1,000 | |
| Jane Goodall Institute | ||||||||
| PO Box 97305 | Washington | DC | 20036 | None | PC | Support Charitable Purpose | $200 | |
| Keepers Of The Wild | ||||||||
| 13441 E HWY 66 | Valentine | AZ | 86437 | None | PC | Support Charitable Purpose | $500 | |
| KQED | ||||||||
| 2601 Mariposa St | San Francisco | CA | 94110 | None | PC | Support Charitable Purpose | $500 | |
| Life House | ||||||||
| 1800 Professional Center Parkway | San Rafael | CA | 94903 | None | PC | Support Charitable Purpose | $1,000 | |
| Little Wishes | ||||||||
| PO Box 2208 | San Anselmo | CA | 94979 | None | PC | Support Charitable Purpose | $500 | |
| MALT - Marin Agricultural Land Trust | ||||||||
| PO Box 850 | Point Reyes Station | CA | 94956 | None | PC | Support Charitable Purpose | $500 | |
| Marin Humane Society | ||||||||
| 171 Bel Marin Keys Blvd | Novato | CA | 94949 | None | PC | Support Charitable Purpose | $500 | |
| Marine Mammal Center | ||||||||
| 2000 Bunker Road | Sausalito | CA | 949652619 | None | PC | Support Charitable Purpose | $500 | |
| Marine Toys For Tots Foundation | ||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | None | PC | Support Charitable Purpose | $500 | |
| Meals On Wheels Of Alameda County | ||||||||
| 1721 Broadway Suite 201 | Oakland | CA | 946212124 | None | PC | Support Charitable Purpose | $1,000 | |
| Mercy Ships | ||||||||
| PO Box 1930 | Garden Valley | TX | 757711930 | None | PC | Support Charitable Purpose | $500 | |
| National Audubon Society | ||||||||
| 225 Varick Street Seventh Floor | New York | NY | 10014 | None | PC | Support Charitable Purpose | $200 | |
| Nativity Of Christ Greek Church | ||||||||
| 1110 Highland Dr | Novato | CA | 94949 | None | PC | Support Charitable Purpose | $500 | |
| Ocean Conservancy | ||||||||
| 1300 19th Street NW 8th Floor | Washington | DC | 20036 | None | PC | Support Charitable Purpose | $1,000 | |
| Oregon Tiger Sanctuary | ||||||||
| PO Box 458 | Eagle Point | OR | 97524 | None | PC | Support Charitable Purpose | $350 | |
| Paws For Purple Hearts | ||||||||
| 10201 Old Redwood Hwy | Penngrove | CA | 94951 | None | PC | Support Charitable Purpose | $200 | |
| PETA | ||||||||
| 501 Front Street | Norfolk | VA | 23510 | None | PC | Support Charitable Purpose | $1,200 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | Support Charitable Purpose | $1,000 | |
| Project HOPE | ||||||||
| 12220-19th Street NW Suite 800 | Washington | DC | 20036 | None | PC | Support Charitable Purpose | $500 | |
| Project K-9 Hero | ||||||||
| 535 Griswold St 111-105 | Detroit | MI | 48226 | None | PC | Support Charitable Purpose | $200 | |
| Project Open Hand | ||||||||
| 703 Polk St | San Francisco | CA | 94109 | None | PC | Support Charitable Purpose | $500 | |
| Remote Area Medical | ||||||||
| 2200 Stock Creek Blvd | Rockford | TN | 37853 | None | PC | Support Charitable Purpose | $500 | |
| Ritter House | ||||||||
| 16 Ritter Street | San Rafael | CA | 94901 | None | PC | Support Charitable Purpose | $1,000 | |
| San Francisco-Marin Food Bank | ||||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | None | PC | Support Charitable Purpose | $6,500 | |
| Soroptimist International of the Americas Inc | ||||||||
| 1709 Spruce Street | Philadelphia | PA | 191036103 | None | PC | Support Charitable Purpose | $1,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | Support Charitable Purpose | $500 | |
| The Salvation Army - San Rafael Corps | ||||||||
| PO Box 60540 | City of Industry | CA | 917160540 | None | PC | Support Charitable Purpose | $250 | |
| Tiger Haven | ||||||||
| 237 Harvey Rd | Kingston | TN | 37763 | None | PC | Support Charitable Purpose | $200 | |
| Veteran's Of Foreign Affairs | ||||||||
| 406 W 34th Street | Kansas City | MO | 64111 | None | PC | Support Charitable Purpose | $200 | |
| Vivalon | ||||||||
| 930 Tamalpais Avenue | San Rafael | CA | 94901 | None | PC | Support Charitable PurposeSupport Charitable Purpose | $300 | |
| Wednesday's Gift | ||||||||
| PO Box 2668 | San Rafael | CA | 94912 | None | PC | Support Charitable Purpose | $500 | |
| Wikimedia Foundation | ||||||||
| 1 Montgomery St Suite 1600 | San Francisco | CA | 94104 | None | PC | Support Charitable Purpose | $250 | |
| Wounded Warrior Project | ||||||||
| PO Box 758540 | Topeka | KS | 666758540 | None | PC | Support Charitable Purpose | $250 | |
| YMCA Of The East Bay | ||||||||
| 2111 Martin Luther King Jr Way | Berkeley | CA | 94704 | None | PC | Support Charitable Purpose | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,700 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,760 | 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 | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $3,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard | $11,243 | $20,152 |
| Schwab | $180,015 | $642,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $36 | $0 | $0 |
| Fees / Registrations | $25 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $221 | $0 | $0 |
| Excise Tax | $298 | $0 | $0 |