THOMAS HODGE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349103815
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:52:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943158857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | 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 | 2016-01-01 | 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 | THOMAS WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5108341128 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY TIKALSKY | PreparerPersonNm |
| PTIN | P00033099 | PTIN |
| Phone | 9252102180 | PhoneNum |
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 | 2017-05-12 | IPDt |
| IP Tm | 11:04:59 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BCEE00F3F07115E21C6D97A4294B3AE73BDF22B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AC68F0D56DB7186E23341C11802CEDDBF56FF2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $657,877 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,964 | 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 | $551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,126 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $295,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $294,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,751 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $545,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $657,877 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$102 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $545,945 | CapitalStockBOYAmt |
| Capital Stock EOY | $572,890 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $546,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $545,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $546,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $126 | OtherIncreasesAmt |
| Subtotal | $573,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $573,142 | 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 |
|---|---|---|---|---|---|---|
| DORCHESTER MINERALS | 2010-06-29 | 2016-11-11 | $3,099 | $2,498 | $601 | $601 |
| BHP BILLITON LTD | 2010-05-25 | 2016-11-11 | $9,362 | $14,816 | -$5,454 | -$5,454 |
| BHP BILLITON LTD | 2010-06-29 | 2016-11-11 | $3,745 | $6,509 | -$2,764 | -$2,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,470 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $556,695 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058326 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $536,638 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,048 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $472,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,044 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $397,078 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $337,588 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045964 | DistributionYr5Rt |
| Total Distribution | 0.240969 | TotalDistributionRt |
| Average Distribution | 0.048194 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $591,074 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,486 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,549 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,459 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $63 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $63 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $217 | OverpaymentAmt |
| Applied To ES Tax | $217 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | THOMAS H WILSON | 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 |
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 | 0.00 | $0 | $0 | $0 |
| DOUGLAS R SCOTT | ||||||||
| 1565 JACKSON STREET | OAKLAND | CA | 94612 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 | $355,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $600,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $600,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $591,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63 | TotalTaxAmt |
| Distributable Before Adj | $29,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,459 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,763 | 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 | $5,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,795 | ExcessFromYear1Amt |
| Excess From Current Year | $968 | ExcessFromCurrentYearAmt |
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 | THOMAS H WILSON | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADDARIO LUNG CANCER FOUNDATION | ||||||
| 1100 INDUSTRIAL ROAD SUITE 100 | SAN CARLOS | CA | 94070 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| ALAMEDA COUNTY FOOD BANK | ||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| ALAMEDA UNIFIED SCHOOL DIST SUSAN SCOTT SCHOLARSHIP | ||||||
| 210 CENTRAL AVENUE | ALAMEDA | CA | 94601 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| BRAIN SUPPORT NETWORK | ||||||
| PO BOX 7264 | MENLO PARK | CA | 94026 | PC | SUPPORT CHARITABLE PURPOSE | $300 |
| 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 | $570 |
| COACHELLA VALLEY RESCUE MISSION | ||||||
| 47-470 VAN BUREN ST | INDIO | CA | 92201 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| COMPASSION & CHOICES | ||||||
| 4155 E JEWELL AVE SUITE 200 | DENVER | CO | 80222 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| FARM SANCTUARY | ||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| FEEDING AMERICA | ||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| GUIDE DOGS OF THE DESERT | ||||||
| 60735 DILLON ROAD | WHITEWATER | CA | 92282 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| HELPMESEE INC | ||||||
| 20 WEST 36TH STREET FLOOR 4 | NEW YORK | NY | 10018 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| HUALALAI OHANA FOUNDATION | ||||||
| 100 KAUPULEHU DRIVE HUALALAI RESORT | KAILUAKONA | HI | 96740 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| K TO COLLEGE | ||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| KIDS UNLIMITED | ||||||
| 821 NORTH RIVERSIDE AVE | MEDFORD | OR | 97501 | 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 | $350 |
| LEWY BODY DEMENTIA ASSOCIATION | ||||||
| 912 KILLIAN HILL ROAD | SW LILBURN | GA | 30047 | PC | SUPPORT CHARITABLE PURPOSE | $3,000 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | SUPPORT CHARITABLE PURPOSE | $200 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | SUPPORT CHARITABLE PURPOSE | $800 |
| SALVATION ARMY | ||||||
| 130 DOOLITTLE DRIVE SUITE 12 | SAN LEANDRO | CA | 94577 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE PO BOX 1428 | ALEXANDRIA | VA | 22314 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| SF - MARIN FOOD BANK | ||||||
| 75 DIGITAL DRIVE | NOVATO | CA | 94947 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| SMILE TRAIN | ||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | PC | SUPPORT CHARITABLE PURPOSE | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPI | ||||||
| 501 JUDE PLACE | MEMPHIS | TN | 38105 | PC | SUPPORT CHARITABLE PURPOSE | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | SUPPORT CHARITABLE PURPOSE | $800 |
| YOUNG LIFE | ||||||
| 420 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | PC | SUPPORT CHARITABLE PURPOSE | $2,000 |
| ZEN HOSPICE PROGRAM | ||||||
| 273 PAGE STREET | SAN FRANCISCO | CA | 94102 | PC | SUPPORT CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,020 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,735 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$653 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$653 | 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 | $294,016 | $378,751 |
| DORCHESTER MINERALS | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEES AND LICENSES | $35 | $0 | $35 |
| INVESTMENT EXPENSE | $42 | $42 | $0 |
| DEPLETION | $247 | $247 | $0 |
| BANK FEES | $292 | $0 | $292 |
| POSTAGE/FED EX | $15 | $0 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $126 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. ACCRUED LIABILITIES | Desc |
| BOY Book Value | -$102 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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 |
|---|---|---|---|
| FEDERAL TAX PAID | $200 | $0 | $0 |
| FOREIGN TAXES | $351 | $351 | $0 |