THOMAS HODGE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349100022
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:07:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571157523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 North Civic Drive Suite 220 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Douglas | PersonFirstNm |
| Person Last | Scott | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 9252102180 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $884,755 | 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 | $297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $297 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,794 | 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 |
| Taxes Rev And Expnss | $356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,405 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,666 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $434,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $813,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $531,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $884,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $530,765 | CapitalStockBOYAmt |
| Capital Stock EOY | $510,059 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $320 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $531,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $510,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $531,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $531,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $510,379 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $510,379 | 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 | $862 | GrossSalesPriceAmt |
| Gain Or Loss | $862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | 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 | $298 | 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 | Douglas R Scott | 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 | $789,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $868,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $42,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,111 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,091 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $388 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $388 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,703 | 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 | $4,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,019 | ExcessFromYear3Amt |
| Excess From Year1 | $2,684 | ExcessFromYear1Amt |
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 (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Animal Legal Defense Fund | ||||||
| 525 E Cotati Ave Cotati | Cotati | CA | 94931 | PC | Support Charitable Purpose | $250 |
| Alameda Unified School Dist | ||||||
| 210 Central Avenue | Alameda | CA | 94601 | PC | Susan Scott Scholarship | $1,000 |
| Boys And Girls Club | ||||||
| 1275 Peachtree Street Ne | Atlanta | GA | 30309 | PC | Support Charitable Purpose | $500 |
| American Red Cross | ||||||
| Po Box 37839 | Boone | IA | 50037 | PC | Support Charitable Purpose | $1,000 |
| Angel Flight West | ||||||
| 3161 Donald Douglas Loop South | Santa Monica | CA | 90405 | PC | Support Charitable Purpose | $500 |
| Aspca | ||||||
| Po Box 96929 | Washington | DC | 200777127 | PC | Support Charitable Purpose | $500 |
| Bay Area Rescue Mission | ||||||
| Po Box 1112 | Richmond | CA | 94802 | PC | Support Charitable Purpose | $1,000 |
| Care | ||||||
| PO Box 1870 | Merrifield | VA | 22116 | PC | Support Charitable Purpose | $500 |
| Covenant House Of California | ||||||
| 200 Harris Street | Oakland | CA | 94607 | PC | Support Charitable Purpose | $1,000 |
| Doctors Without Borders | ||||||
| Po Box 5030 | Hagerstown | MD | 21741 | PC | Support Charitable Purpose | $2,000 |
| Feeding America | ||||||
| 161 North Clark Street Ste 700 | Chicago | IL | 60601 | PC | Support Charitable Purpose | $500 |
| Finca | ||||||
| 1201 15th St Nw | Washington | DC | 20005 | PC | Support Charitable Purpose | $200 |
| Glide | ||||||
| 330 Ellis Street | San Francisco | CA | 94102 | PC | Support Charitable Purpose | $1,000 |
| Guide Dogs Of The Blind | ||||||
| Po Box 151200 | San Rafael | CA | 94915 | PC | Support Charitable Purpose | $500 |
| Habitat For Humanity East Bay | ||||||
| 2619 Broadway | Oakland | CA | 94612 | PC | Support Charitable Purpose | $2,000 |
| Homeward Bound Of Marin | ||||||
| 1385 N Hamilton Parkway | Novato | CA | 94949 | PC | Support Charitable Purpose | $1,000 |
| Bread And Water For Africa | ||||||
| 8301 Richmond Hwy 300 | Alexandria | VA | 22309 | PC | Support Charitable Purpose | $100 |
| International Rescue Committee | ||||||
| 122 East 42nd Street | New York | NY | 10168 | PC | Support Charitable Purpose | $1,500 |
| Keepers Of The Wild | ||||||
| 13441 E Hwy 66 | Valentine | AZ | 86437 | PC | Support Charitable Purpose | $500 |
| California Alumni Taap | ||||||
| University Of California Berkely | Berkeley | CA | 94720 | PC | Support Charitable Purpose | $500 |
| Last Chance For Animals | ||||||
| 8033 Sunset Blvd 835 | Los Angeles | CA | 90046 | PC | Support Charitable Purpose | $250 |
| Life House | ||||||
| 899 Northdgate Drive Ste 500 | San Rafael | CA | 94903 | PC | Support Charitable Purpose | $1,000 |
| Mara Elephant Project | ||||||
| 4000 W 106th St Suite 125-238 | Carmel | IN | 46032 | PC | Support Charitable Purpose | $500 |
| Marin Humane Society | ||||||
| 171 Bel Marin Keys Blvd | Novato | CA | 94949 | PC | Support Charitable Purpose | $500 |
| Marine Mammal Center | ||||||
| 2000 Bunker Road | Sausalito | CA | 949652619 | PC | Support Charitable Purpose | $300 |
| Marine Toys For Tots Foundation | ||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | PC | Support Charitable Purpose | $500 |
| Meals On Wheels Of Alameda County | ||||||
| 80 Swan Way | Oakland | CA | 94621 | PC | Support Charitable Purpose | $1,000 |
| California State Parks Foundation | ||||||
| 33 New Montgomery St 520 | San Francisco | CA | 94105 | PC | Support Charitable Purpose | $500 |
| Mercy Ships | ||||||
| Po Box 2020 | Lindale | TX | 75771 | PC | Support Charitable Purpose | $250 |
| National Wildlife Federation | ||||||
| Po Box 1583 | Merrifield | VA | 22116 | PC | Support Charitable Purpose | $250 |
| Nativity Of Christ Greek Church | ||||||
| 1110 Highland Dr | Novato | CA | 94949 | PC | Support Charitable Purpose | $500 |
| Ocean Conservancy | ||||||
| 1300 19th Street Nw 8th Floor | Washington | DC | 20036 | PC | Support Charitable Purpose | $500 |
| Paws For Purple Hearts | ||||||
| 10201 Old Redwood Hwy | Penngrove | CA | 94951 | PC | Support Charitable Purpose | $250 |
| Peaceful Valley Donkey Rescue | ||||||
| Po Box 216 | Miles | TX | 76861 | PC | Support Charitable Purpose | $250 |
| Peta Vanguard Society | ||||||
| 501 Front Street | Norfolk | VA | 23510 | PC | Support Charitable Purpose | $1,000 |
| Planned Parenthood | ||||||
| 123 William Street | New York | NY | 10038 | PC | Support Charitable Purpose | $1,500 |
| Cycle Of Change | ||||||
| 1246 23rd Ave | Oakland | CA | 94621 | PC | Support Charitable Purpose | $500 |
| Farm Sanctuary | ||||||
| 3100 Aikens Road | Watkins Glen | NY | 14891 | PC | Support Charitable Purpose | $200 |
| Project K-9 Hero | ||||||
| 535 Griswold St 111-105 | Detroit | MI | 48226 | PC | Support Charitable Purpose | $250 |
| Guide Dogs Of The Blind | ||||||
| 350 Los Ranchitos Road | San Rafael | CA | 94903 | PC | Support Charitable Purpose | $250 |
| Ritter Center | ||||||
| 16 Ritter Street | San Rafael | CA | 94901 | PC | Support Charitable Purpose | $1,000 |
| Heifer International | ||||||
| 1424 K St Nw Suite 600 | Washington | DC | 20036 | PC | Support Charitable Purpose | $1,000 |
| Save The Children | ||||||
| 501 Kings Highway East Ste 400 | Fairfield | CT | 06825 | PC | Support Charitable Purpose | $1,000 |
| Sf-Marin Food Bank | ||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | PC | Support Charitable Purpose | $1,500 |
| Smile Train | ||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | PC | Support Charitable Purpose | $1,000 |
| The Nature Conservancy | ||||||
| Hi | Arlington | VA | 22203 | PC | Support Charitable Purpose | $200 |
| Tiger Creek Animal Sanctuary | ||||||
| 17552 Farm To Market Road 14 | Tyler | TX | 75706 | PC | Support Charitable Purpose | $250 |
| Huaalai 'Ohana Foundation | ||||||
| 100 Kaupulehu Drive | KailuaKona | HI | 96740 | PC | Support Charitable Purpose | $1,000 |
| Leukemia & Lymphoma | ||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | PC | Support Charitable Purpose | $250 |
| Little Wishes | ||||||
| Little Wishes | San Anselmo | CA | 94979 | PC | Support Charitable Purpose | $500 |
| Marin Agricultural Trust | ||||||
| Po Box 809 | Point Reyes Station | CA | 94956 | PC | Support Charitable Purpose | $500 |
| World Central Kitchen | ||||||
| 200 Massachusetts Ave Nw 7th Floor | Washington | DC | 20001 | PC | Support Charitable Purpose | $1,000 |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | PC | Support Charitable Purpose | $500 |
| Wounded Warrior Project | ||||||
| Po Box 758816 | Topeka | KS | 66675 | PC | Support Charitable Purpose | $500 |
| Ymca Of The East Bay | ||||||
| 2111 Martin Luther King Jr Way | Berkeley | CA | 94704 | PC | Support Charitable Purpose | $500 |
| Maui Greek Orthodox Christian Mission | ||||||
| 25 W Lipoa St | Kihei | HI | 96753 | PC | Support Charitable Purpose | $250 |
| Maui Food Bank | ||||||
| 760 Kolu St | Wailuku | HI | 96793 | PC | Support Charitable Purpose | $500 |
| Mill Valley Fall Arts Festival | ||||||
| Cascade Way | Mill Valley | CA | 94941 | PC | Support Charitable Purpose | $500 |
| National Audubon Society | ||||||
| 225 Varick Street Seventh Floor | New York | NY | 10014 | PC | Support Charitable Purpose | $250 |
| Partners In Health | ||||||
| 800 Boylston Street Suite 300 | Boston | MA | 02199 | PC | Support Charitable Purpose | $250 |
| Paws Of Honor | ||||||
| 1158 Professional Dr Unit G | Williamsburg | VA | 23185 | PC | Support Charitable Purpose | $50 |
| Project Open Hand | ||||||
| 1921 San Pablo Ave Oakland | Oakland | CA | 94612 | PC | Support Charitable Purpose | $250 |
| Salvation Army | ||||||
| 615 Slaters Lane | Alexandria | VA | 22314 | PC | Support Charitable Purpose | $1,000 |
| Sparkle Foundation | ||||||
| 48 Ignacio Blvd | Novato | CA | 94949 | PC | Support Charitable Purpose | $250 |
| Tiger Haven | ||||||
| 237 Harvey Rd | Kingston | TN | 37763 | PC | Support Charitable Purpose | $200 |
| Veteran's Of Foreign Affairs | ||||||
| 200 Maryland Ave NE | Washington | DC | 20002 | PC | Support Charitable Purpose | $250 |
| Vivalon | ||||||
| Vivalon | San Rafael | CA | 94901 | PC | Support Charitable PurposeSupport Charitable Purpose | $1,000 |
| Wilimedia Foundation | ||||||
| 1 Montgomery St Suite 1600 | San Francisco | CA | 94104 | PC | Support Charitable Purpose | $100 |
| Wildcare | ||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | PC | Support Charitable Purpose | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,050 | 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 | $297 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $862 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,794 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Altius Minerals Corp | $9,683 | $16,740 |
| Anehuser Busch INBEV | $21,413 | $23,263 |
| Auto Data Processing | $8,370 | $30,286 |
| Berkshire Hathaway | $37,759 | $187,247 |
| BP PLC | $9,273 | $7,080 |
| Chevron Corp | $14,415 | $29,832 |
| EXxon Mobil Corp | $12,059 | $19,996 |
| McDonalds Corp | $9,881 | $59,302 |
| Microsoft Corp | $5,009 | $75,208 |
| Procter & Gamble | $11,909 | $29,308 |
| Royal Gold Inc | $4,848 | $12,096 |
| Verizon Communication | $8,076 | $11,310 |
| Walmart Inc | $10,997 | $31,530 |
| Westshore Terms INVT | $3,943 | $3,104 |
| T. Rowe Price New Era | $11,822 | $11,636 |
| Federal Money Market Fund | $248,269 | $248,269 |
| Small-Cap Index Fund Adm | $5,456 | $7,769 |
| Total Stock Mkt Idx Adm | $5,531 | $9,113 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $36 | $0 | $36 |
| Investment Fees | $33 | $33 | $0 |
| Fee/Registrations | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $198 | $198 | $0 |
| Excise Tax | $158 | $158 | $0 |