THOMAS HODGE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202021699349101217
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T14:37:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841980623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH CIVIC DR STE 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 | 2019-01-01 | 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 | 2020-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN BROTMAN | PreparerPersonNm |
| PTIN | P00049549 | PTIN |
| Phone | 9252102180 | PhoneNum |
| Preparation | 2020-06-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.234.163.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-17 | IPDt |
| IP Tm | 12:36:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C126438983E61A052EC6C187A22F0FB004C94756 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE37F3F888F40C10B455E48197BB09CAB6A5A476 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $848,543 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,290 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,270 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $561,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $573,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $748,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $640,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $674,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $848,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $640,243 | CapitalStockBOYAmt |
| Capital Stock EOY | $673,881 | 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 | $640,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $674,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $640,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $674,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $640,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $674,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $674,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 140 SHS SOUTH 32 LTD | 2015-05-18 | 2019-06-05 | $1,572 | $1,260 | $312 | $312 |
| 33 SHS CDK GLOBAL | 2010-06-25 | 2019-06-05 | $1,561 | $509 | $1,052 | $1,052 |
| 20 SHS FRONTIER COMM CO FTR | 2019-06-05 | $34 | $1,708 | -$1,674 | -$1,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$310 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,710 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $717,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049770 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $658,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $591,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051425 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,470 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $556,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058326 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $536,638 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046652 | DistributionYr5Rt |
| Total Distribution | 0.254869 | TotalDistributionRt |
| Average Distribution | 0.050974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $765,182 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,884 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $259 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOUGLAS R SCOTT | IndividualWithBooksNm |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS H WILSON | ||||||||
| 1565 JACKSON STREET | OAKLAND | CA | 94612 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DOUGLAS R SCOTT | ||||||||
| 1565 JACKSON STREET | OAKLAND | CA | 94612 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| 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 | $712,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $776,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $765,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $38,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,884 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,069 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $968 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $44 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $116 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $116 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,965 | 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 | $4,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,953 | ExcessFromYear4Amt |
| Excess From Year3 | $968 | ExcessFromYear3Amt |
| Excess From Year1 | $44 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS H WILSON | ContributingManagerNm |
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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS MEDFORD | ||||||
| PO BOX 4666 | MEDFORD | OR | 97504 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| ALAMEDA COUNTY FOOD BANK | ||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| ALAMEDA UNIFIED SCHOOL DIST | ||||||
| 210 CENTRAL AVENUE | ALAMEDA | CA | 94601 | PC | SUSAN SCOTT SCHOLARSHIP | $1,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | SUPPORT CHARITABLE PURPOSE | $350 |
| 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 | $500 |
| BOYS AND GIRLS CLUB OF OAKLAND | ||||||
| 3300 HIGH ST | OAKLAND | CA | 94619 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| CALIFORNIA ALUMNI TAAP | ||||||
| 1 ALUMNI HOUSE | BERKELEY | CA | 94720 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | SUPPORT CHARITABLE PURPOSE | $350 |
| COACHELLA VALLEY RESCUE MISSION | ||||||
| 47-470 VAN BUREN ST | INDIO | CA | 92201 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| GLIDE | ||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | PC | SUPPORT CHARITABLE PURPOSE | $850 |
| GUIDE DOGS OF THE DESERT | ||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| HOMEWARD BOUND OF MARIN | ||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| HUALALAI OHANA FOUNDATION | ||||||
| 100 KAUPULEHU DRIVE HUALALAI RESORT | KAILUAKONA | HI | 96740 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| HUMANE SOCIETY OF US | ||||||
| 1255 23RD STREET NW STE 450 | WASHINGTON | DC | 20037 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| KIDS UNLIMITED | ||||||
| PO BOX 668 | SAN MARCOS | CA | 92079 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| KQED | ||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| LAST CHANCE FOR ANIMALS | ||||||
| 8033 SUNSET BLVD 835 | LOS ANGELES | CA | 90046 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| LITTLE WISHES | ||||||
| 901 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| MARIN HUMAN SOCIETY | ||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | SUPPORT CHARITABLE PURPOSE | $850 |
| MEALS ON WHEELS OF ALAMEDA COUNTY | ||||||
| 80 SWAN WAY | OAKLAND | CA | 94621 | PC | SUPPORT CHARITABLE PURPOSE | $900 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | SUPPORT CHARITABLE PURPOSE | $1,500 |
| REMOTE AREA MEDICAL INC | ||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| RITTER CENTER | ||||||
| 16 RITTER STREET | SAN RAFAEL | CA | 94901 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| 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 | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPI | ||||||
| 501 JUDE PLACE | MEMPHIS | TN | 38105 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| YMCA OF THE EAST BAY | ||||||
| 2330 BROADWAY | OAKLAND | CA | 94612 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| ACADEMY OF MUSIC PERFORMANCE | ||||||
| 27223 PATRIOT DRIVE | SALISBURY | MD | 21801 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| ANGEL FLIGHT WEST | ||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| ANIMAL LEGAL DEFENSE | ||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| COVENANT HOUSE OF CALIFORNIA | ||||||
| 200 HARRIS STREET | OAKLAND | CA | 94607 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| GO2FOUNDATION | ||||||
| 1100 INDUSTRIAL ROAD 1 | SAN CARLOS | CA | 94070 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| GOLDEN GATE NATIONAL PARKS | ||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| HABITAT FOR HUMANITY EAST BAY | ||||||
| 2619 BROADWAY | OAKLAND | CA | 94612 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| KEEPERS OF THE WILD | ||||||
| 13441 E HWY 66 | VALENTINE | AZ | 86437 | PC | SUPPORT CHARITABLE PURPOSE | $300 |
| LIFE HOUSE | ||||||
| 899 NORTHDGATE DRIVE STE 500 | SAN RAFAEL | CA | 94903 | PC | SUPPORT CHARITABLE PURPOSE | $350 |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| OREGON TIGER SANCTUARY | ||||||
| PO BOX 458 | EAGLE POINT | OR | 97524 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| PEACEFUL VALLEY DONKEY RESCUE | ||||||
| PO BOX 216 | MILES | TX | 76861 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| PETA | ||||||
| 501 FRONT ST | NORKFOLK | VA | 23510 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| PROJECT K-9 HERO | ||||||
| 535 GRISWOLD ST 111-105 | DETROIT | MI | 48226 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| SALVATION ARMY | ||||||
| 30840 HAWTHORNE BLVD | RANCHO PALOS VERDES | CA | 90275 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| THE NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE STE 1000 | ARLINGTON | VA | 22203 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758816 | TOPEKA | KS | 66675 | PC | SUPPORT CHARITABLE PURPOSE | $250 |
| ZEN HOSPICE PROJECT | ||||||
| 1161 MISSION ST 1ST FLOOR | SAN FRANCISCO | CA | 94103 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,700 | 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 | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,980 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS H WILSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB-2491 | FMV | $273,114 | $445,996 |
| VANGUARD - 9269 | FMV | $300,817 | $302,277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES AND LICENSES | $35 | $0 | $35 |
| OFFICE SUPPLIES | $49 | $0 | $49 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H WILSON | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $233 | $233 | $0 |
| FEDERAL INCOME TAX | $125 | $125 | $0 |