DONALD B TANKLAGE AND CAROLE F TANKLAGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DONALD B TANKLAGE AND CAROLE F TANKLAGE (EIN 20-0089179)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349308776
- Schema version
- 2016v3.0
- 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 | 2018-05-14T16:24:50-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 Alcosta Blvd Ste 500 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200089179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald B Tanklage and Carole F Tanklage | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 4154642500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Hamilton Landing No 200 | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SA HARTMAN | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 4154642500 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS PETERS PhD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Hamilton Landing No 200 | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,018,537 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Charitable Grantmaking | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,078 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $81,997 | PYTotalRevenueAmt |
| CY Total Revenue | $146,078 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,003 | PYOtherExpensesAmt |
| CY Other Expenses | $102,854 | CYOtherExpensesAmt |
| PY Total Expenses | $99,003 | PYTotalExpensesAmt |
| CY Total Expenses | $212,854 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,006 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$66,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,137,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,505,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,131,788 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,505,116 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE DONALD B. TANKLAGE AND CAROL F. TANKLAGE FOUNDATION IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION ORGANIZED AS A SUPPORTING ORGANIZATION OF THE MARIN COMMUNITY FOUNDATION ("MCF"). THE DONALD B. TANKLAGE AND CAROL F. TANKLAGE FOUNDATION ENGAGES IN CHARITABLE ACTIVITIES THAT ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF MCF. MCF'S MISSION IS TO ENCOURAGE AND APPLY PHILANTHROPIC CONTRIBUTIONS TO HELP IMPROVE THE HUMAN CONDITION, EMBRACE DIVERSITY, PROMOTE A HUMANE AND DEMOCRATIC SOCIETY, AND ENHANCE THE COMMUNITY'S QUALITY OF LIFE, NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $141,845 | ExpenseAmt |
| Grant | $110,000 | GrantAmt |
| Desc | TO ENCOURAGE AND APPLY PHILANTHROPIC CONTRIBUTIONS TO HELP IMPROVE THE HUMAN CONDITION. DURING THE FISCAL YEAR ENDED JUNE 30, 2017, THE FOUNDATION AWARDED 17 GRANTS IN THE AMOUNT OF $110,000. | Desc |
| Total Program Service Expenses | $141,845 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SA Hartman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154642500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Hamilton Landing Suite 200 | AddressLine1Txt |
| City | Novato | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94949 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Carole F Tanklage | |||||||
| Director | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Lynne Tanklage | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Kristin Tanklage Murphy | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jackson Inde Murphy | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Marguerite Rose Murphy | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Foote JD | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jane Burke | |||||||
| Director | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Heather Johnson | |||||||
| Director | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Sweeney | |||||||
| Director | 0.10 | 40.00 | Yes (X) | $0 | $152,230 | $29,093 | |
| Alexandra Derby | |||||||
| Director | 0.50 | 40.00 | Yes (X) | $0 | $195,838 | $52,149 | |
| Vikki Garrod | |||||||
| Director | 0.10 | 40.00 | Yes (X) | $0 | $194,245 | $41,487 | |
| Thomas Peters PHD | |||||||
| President and CEO | 0.10 | 40.00 | $0 | $509,550 | $68,945 | Yes (X) | |
| SA Hartman | |||||||
| CFO/COO | 0.10 | 40.00 | $0 | $327,834 | $52,006 | Yes (X) | |
| Ashley Smith | |||||||
| Secretary | 0.10 | 40.00 | $0 | $69,514 | $49,018 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,449,211 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,698 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,078 | TotalRevenueColumnAmt |
| Exclusion | $26,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,992,459 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,872,459 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,000 | TotalRevenueColumnAmt |
| Exclusion | $120,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,078 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $110,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Management And General | $2,250 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,560 | TotalAmt |
| Program Services | $7,280 | ProgramServicesAmt |
| Management And General | $7,280 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900 | TotalAmt |
| Program Services | $1,900 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353 | TotalAmt |
| Management And General | $1,353 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| administrative fees | $45,331 | $22,665 | $22,666 |
| property taxes | $37,460 | $37,460 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,854 | TotalAmt |
| Program Services | $141,845 | ProgramServicesAmt |
| Management And General | $71,009 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,864 | BOYAmt |
| EOY | $4,950,123 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,370,142 | BOYAmt |
| EOY | $5,354,993 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,711,175 | BOYAmt |
| EOY | $4,200,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,181 | BOYAmt |
| EOY | $14,505,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,393 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,131,788 | BOYAmt |
| EOY | $14,505,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,131,788 | BOYAmt |
| EOY | $14,505,116 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,137,181 | BOYAmt |
| EOY | $14,505,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$66,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,440,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marin Comm Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943007979 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $212,854 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $212,854 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Real Estate | Desc |
| Book Value | $4,200,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,200,000 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,586,182 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,440,104 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,440,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $146,078 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $146,078 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $212,854 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $212,854 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $212,854 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Square Peg Foundation | |||||||
| PO Box 402 80 Cabrillo Highway N | Half Moon Bay | CA | 94019 | 201253820 | 501(c)(3) | $10,000 | provide operating support |
| Border Collie Rescue of Northern California Inc | |||||||
| 353 East Tenth Street 627 | Gilroy | CA | 950206500 | 770493056 | 501(c)(3) | $10,000 | provide operating support |
| Performing Animal Welfare Society | |||||||
| PO Box 849 | Galt | CA | 95632 | 943005157 | 501(c)(3) | $15,000 | support the Elephant Sanctuary |
| Farallones Marine Sanctuary Association | |||||||
| The Presidio 991 Marine Drive | San Francisco | CA | 94129 | 943227237 | 501(c)(3) | $10,000 | support the Beach Watch program |
| Kim's Horse and Kid Connection Scholarship Fund at Franklin Canyo | |||||||
| 3718 Conyon Way | Martinez | CA | 94553 | 352526087 | 501(c)(3) | $10,000 | provide scholarship support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | To qualify for a grant distribution from the foundation a grantee must be able to satisfy the foundation's due diligence requirements. This process includes making an independent investigation of the prospective grantee to establish that it qualifies to receive the grant. The grantee organization must also have the capacity to fulfill the terms of the grant and be willing to furnish the foundation with any required evaluative reports. Depending upon the size and source of the grant, a written report from the grantee may be required. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda Sweeney | ||||||||||||||
| Director | $0 | $141,944 | $0 | $0 | $0 | $10,286 | $0 | $17,357 | $0 | $11,736 | $0 | $181,323 | $0 | $0 |
| Alexandra Derby | ||||||||||||||
| Director | $0 | $193,354 | $0 | $0 | $0 | $2,484 | $0 | $23,997 | $0 | $28,152 | $0 | $247,987 | $0 | $0 |
| Vikki Garrod | ||||||||||||||
| Director | $0 | $191,756 | $0 | $0 | $0 | $2,489 | $0 | $23,334 | $0 | $18,153 | $0 | $235,732 | $0 | $0 |
| Thomas Peters PHD | ||||||||||||||
| President and CEO | $0 | $466,241 | $0 | $0 | $0 | $43,309 | $0 | $31,800 | $0 | $37,145 | $0 | $578,495 | $0 | $0 |
| SA Hartman | ||||||||||||||
| CFO/COO | $0 | $306,237 | $0 | $0 | $0 | $21,597 | $0 | $31,800 | $0 | $20,206 | $0 | $379,840 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Carol F. Tanklage is the parent of Kristen Tanklage-Murphy and Lynne Tanklage. Kristin Tanklage-Murphy is the parent of Jackson Murphy and Marguerite Murphy. |
| Form 990, Part VI, Section A, line 4 | THE FOLLOWING CHANGES WERE MADE TO THE DONALD B. AND CAROLE F. TANKLAGE FOUNDATION'S BYLAWS: (1) THE NUMBER OF PERMISSIBLE BOARD MEMBERS INCREASED FROM 9 DIRECTORS TO 11. (2) EXPANSION OF PERMISSIBLE INVESTMENTS TO INCLUDE THE FOLLOWING: (A) Commercial real estate subject to a lease having attributes commonly known as a "triple net lease, not to exceed 40% of this corporation's investment portfolio; (B) Directly held stock in large cap, blue chip domestic companies, not to exceed 25% of this corporation's investment portfolio; and (C) Individual corporate bonds, debentures and individual municipal bonds where the after tax return is equal to or greater than yields available in a similar taxable investment, not to exceed 40% of this corporation's investment portfolio. (3) Appoints the Audit Committee of the Marin Community Foundation as the Audit Committee for the Donald B. and Carole F. Tanklage Foundation. (4) Clarifies the authority and responsibilities of the Chief Executive Officer, Chief Financial Officer and the Secretary of the Corporation. (5) Removes the restrictions on the Board's ability to amend the bylaws with respect to the appointment of Donor Class directors (Article III, Section 3.B), allowable investments (Article III, Section 16.B) and indemnification of Board members (Article VII, Section 2). |
| Form 990, Part VI, Section A, line 7a | The foundation has 2 Classes of Directors that each can appoint Directors per section 3.2 of the Bylaws: The Marin Community Foundation (MCF) Class and the Donor Class. The MCF Class appointed directors always hold a majority of the board seats. The current Board has 4 MCF Class Directors and 3 Donor Class Directors. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is provided to the Chief Financial officer and Vice President for Finance for review before filing. |
| Form 990, Part VI, Section B, line 12c | ALL MEMBERS OF THE GOVERNING BOARD, OFFICERS AND KEY EMPLOYEES MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE CONCERNING COMPLIANCE ON AN ANNUAL BASIS. THE FORMS ARE REVIEWED BY THE CORPORATE SECRETARY AND CFO TO ENSURE ONGOING COMPLIANCE AND DETERMINE WHETHER A CONFLICT EXISTS. ALL CONFLICTS AND POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED, AND THE PERSON IS EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. |
| Form 990, Part VI, Section B, line 15 | DONALD B. TANKLAGE AND CAROL F. TANKLAGE FOUNDATION (THE FOUNDATION) DOES NOT HAVE ANY PAID STAFF. IF THE FOUNDATION WERE TO HIRE EXECUTIVE STAFF IT WOULD FOLLOW THE POLICIES AND PROCEDURES OF ITS PARENT ORGANIZATION, THE MARIN COMMUNITY FOUNDATION (MCF). MCF'S TOP MANAGEMENT OFFICIAL'S COMPENSATION PACKAGE IS REVIEWED AND DECIDED ANNUALLY BY THE BOARD OF DIRECTORS. A COMPENSATION COMMITTEE COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S AND CFO/COO'S COMPENSATION PACKAGES TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE, CONTINUE TO BE FAIR AND REASONABLE. |
| Form 990, Part VI, Section C, line 18 | THE FORM 990 IS AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part XII, Line 2c: | This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alcohol Justice | |||||||||||
| 24 Belvedere Street | San Rafael | CA | 94901 | 680152770 | Promote public health | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Bingham Osborn & Scarborough Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 510515757 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Dagmar Dolby Fund | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 475332690 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Fullerton Family Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 943316190 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Kurland Family Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 870749260 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Lynx Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 262717594 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Margaret E Haas Fund | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 510533111 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Marin Community Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 943007979 | Grantmaking | CA | 501(c)(3) | Line 8 | 0 | N/A | |
| Presidio Theatre | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 841695823 | Support the development & operation of a community theater in the Presidio | CA | 501(c)(3) | Line 12b, II | Marin Community Foundation | 0 | |
| MCF Gift Fund Inc | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 680477815 | Support Marin Community Foundation and its goals | CA | 501(c)(3) | Line 12b, II | Marin Community Foundation | 0 | |
| MCF One | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 510666996 | Support Marin Community Foundation and its goals | CA | 501(c)(3) | Line 12b, II | Marin Community Foundation | 0 | |
| MCF Property Holdings Inc | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 943274626 | Support Marin Community Foundation and its goals | CA | 501(c)(3) | Line 12b, II | Marin Community Foundation | 0 | |
| Peter E Haas Jr Family Fund | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 141962681 | Grantmaking | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Pirkle Jones Foundation | |||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | 680664486 | Support Marin Community Foundation and its goals | CA | 501(c)(3) | Line 12a, I | Marin Community Foundation | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |