THOMAS HODGE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS HODGE FOUNDATION (EIN 20-0513675)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349100644
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-11-15T15:07:43-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 OAKLAND BLVD SUITE 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94596 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200513675 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS HODGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 5108341128 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS WILSON | Name |
| Title | TRUSTEE | Title |
| Phone | 5108341128 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY TIKALSKY | Name |
| Phone | 9252102180 | Phone |
| Date Prepared | 2011-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 340760 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 60000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4226 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4226 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1272 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 194854 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 62954 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4226 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 922 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 461 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 461 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3432 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1711 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1711 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14432 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1711 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12711 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48522 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2515 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23083 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 69180 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 69180 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 261651 | InvestmentsOtherBOY |
| Investments Other EOY | 264076 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 271580 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 284734 | TotalAssetsBOY |
| Total Assets EOY | 333256 | TotalAssetsEOY |
| Total Assets EOYFMV | 340760 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 284734 | CapitalStockBOY |
| Capital Stock EOY | 333256 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 284734 | TotalNetAssetsBOY |
| Total Net Assets EOY | 333256 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 284734 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 333256 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 284734 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48522 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 333256 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 333256 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (53 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| BHP BILLITON LTD | 14797 | 16126 | -1329 | -1329 |
| LABRANCHE & COMPANY INC | 3081 | 4289 | -1208 | -1208 |
| BHP BILLITON LTD | 16108 | 14455 | 1653 | 1653 |
| CHEVRON CORPORATION | 14592 | 12498 | 2094 | 2094 |
| EXXON MOBIL CORPORATION | 12041 | 12399 | -358 | -358 |
| PROCTER & GAMBLE | 11252 | 12417 | -1165 | -1165 |
| ISHARES MSCI MALAYSIA | 2607 | 2446 | 161 | 161 |
| ISHARES MSCI SOUTH KOREA | 2223 | 2121 | 102 | 102 |
| ISHARES COHEN & STEERS | 11442 | 10321 | 1121 | 1121 |
| ISHARES MSCI PACIFIC | 2225 | 2104 | 121 | 121 |
| ISHARES MSCI SOUTH AFRICA | 1877 | 1780 | 97 | 97 |
| RYDEX ETF TR INDEX FUND | 3390 | 3340 | 50 | 50 |
| ISHARES BARCLAYS AGGRGT | 2536 | 2505 | 31 | 31 |
| ISHARES BARCLAYS MBS BON | 1815 | 1810 | 5 | 5 |
| POWERSHARES QQQ TR UNITS | 5210 | 4966 | 244 | 244 |
| SPDR DJ WILSHIRE INTL | 1486 | 1481 | 5 | 5 |
| SPDR S P METALS MINING | 2535 | 2311 | 224 | 224 |
| MARKET VECTOR ETF TR | 257 | 240 | 17 | 17 |
| REVENUESHARES SMALL CAP | 5532 | 5260 | 272 | 272 |
| ISHARES TR RUSSELL 2000 | 2368 | 2317 | 51 | 51 |
| ISHARES MSCI BRAZIL FREE | 1474 | 1330 | 144 | 144 |
| ISHARES S&P SMALLCAP 600 | 4505 | 4333 | 172 | 172 |
| SECTOR SPDR ENERGY | 1847 | 1741 | 106 | 106 |
| L SYLS INV GR BD FD CL Y | 2608 | 2537 | 71 | 71 |
| L SYAYLES STRT INC CL Y | 42 | 42 | 0 | 0 |
| ISHARES MSCI SWEDEN | 2069 | 2437 | -368 | -368 |
| ISHARES MSCI MALAYSIA | 590 | 641 | -51 | -51 |
| ISHARES MSCI SOUTH KOREA | 1913 | 2227 | -314 | -314 |
| ISHARES RUSSELL 1000 | 4165 | 4392 | -227 | -227 |
| ISHARES COHEN & STEERS | 2535 | 2598 | -63 | -63 |
| ISHARES S&P LATIN AMERIC | 9300 | 9894 | -594 | -594 |
| JAPAN SMALLER CAP FD INC | 80 | 81 | -1 | -1 |
| ISHARES MSCI SOUTH AFRICA | 61 | 62 | -1 | -1 |
| RYDEX ETF TR INDEX FUND | 245 | 258 | -13 | -13 |
| ISHARES BARCLAYS AGGRGT | 208 | 209 | -1 | -1 |
| VANGUARD REIT ETF | 2998 | 3217 | -219 | -219 |
| SPDR BARCLY CPTAL INTL | 2589 | 2742 | -153 | -153 |
| ISHARES BARCLAYS MBS BON | 531 | 538 | -7 | -7 |
| SPDR DJ WILSHIRE INTL | 3863 | 3925 | -62 | -62 |
| SPDR S P METALS MINING | 1808 | 1944 | -136 | -136 |
| POWERSHARES VRDO TAX FRE | 1125 | 1125 | 0 | 0 |
| ISHARES FTSE EPRA/NAREIT | 2013 | 2237 | -224 | -224 |
| CLAYMORE EXCH TRAD FND T | 1947 | 2273 | -326 | -326 |
| MARKET VECTOR ETF TR | 4811 | 5522 | -711 | -711 |
| WISDOMTREE INDIA | 1931 | 1982 | -51 | -51 |
| REVENUESHARES SMALL CAP | 3888 | 4231 | -343 | -343 |
| ISHARES MSCI TURKEY INDE | 1964 | 2215 | -251 | -251 |
| ISHARES MSCI BRAZIL FREE | 3519 | 3713 | -194 | -194 |
| L SYLS INV GR BD FD CL Y | 227 | 230 | -3 | -3 |
| TMPLTN GLBL BD FD ADV CL | 2307 | 2417 | -110 | -110 |
| L SAYLES STRT INC CL Y | 2363 | 2402 | -39 | -39 |
| SPDR GOLD TRUST | 7273 | 6754 | 519 | 519 |
| SPDR GOLD TRUST | 681 | 691 | -10 | -10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1272 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15946 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 191774 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.083150 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15023 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 240606 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062438 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11100 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 258089 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043008 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 189260 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046233 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8234 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 129732 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063469 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.298298 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059660 | AverageDistributionRatio |
| Net Noncharitable Assets | 259945 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15508 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 25 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15533 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 12711 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 50 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 50 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 50 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 54 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 54 | TotalCreditsAndPayments |
| Overpayment | 4 | Overpayment |
| Amount Credited To Next Year | 4 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THOMAS H WILSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5108341128 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 242677 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21227 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 263904 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 263904 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3959 | CashDeemedCharitable |
| Net Noncharitable Assets | 259945 | NetNoncharitableAssets |
| Minimum Investment Return | 12997 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12997 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 50 | TaxBasedOnInvestmentIncome |
| Total Tax | 50 | TotalTax |
| Distributable Amount Before Adj | 12947 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12947 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12947 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 12711 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 12711 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 12711 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12947 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1029 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 3085 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6357 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10471 | TotalExcessDistriCarryover |
| Qualifying Distributions | 12711 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12711 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 236 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 236 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10235 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 793 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9442 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 3085 | ExcessFromYear2 |
| Excess From Year1 | 6357 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS H WILSON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS H WILSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5105341128 | RecipientPhoneNumber |
| Form And Info And Materials | NO FORMAL APPLICATION IS CURRENTLY USED. GRANTS ARE AWARDED TO NON-PROFIT ORGANIZATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE GIVEN TO NON-PROFIT ORGANIZATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALAMEDA UNIFIED SCHOOL DISTRICT | ||||||
| 210 CENTRAL AVENUE | ALAMEDA | CA | 94601 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $1,000 |
| BONNIE J ADDARIO LUNG CANCER FOUNDATION | ||||||
| 601 4TH STREET SUITE 215 | SAN FRANCISCO | CA | 94107 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $2,000 |
| LITTLE WISHES | ||||||
| 901 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $250 |
| MARIN HUMANE SOCIETY | ||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $500 |
| SMILE TRAIN | ||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $2,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $1,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $2,000 |
| FIRST BAPTIST CHURCH OF WS | ||||||
| 501 WEST FIFTH STREET | WINSTONSALEM | NC | 27101 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $750 |
| AMERICAN RED CROSS | ||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | TAX EXEMPT | SUPPORT CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,226 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,272 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,954 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2954 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS H WILSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 60000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB-2491 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 264076 | BookValue |
| EOYFMV | 271580 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 52 | 26 | 26 |
| FEES AND LICENSES | 854 | 427 | 427 |
| DISTRIBUTION | 16 | 8 | 8 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | THOMAS H WILSON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 JACKSON STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | Category |
| Amount | $10 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |