TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
Tomlinson Family Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

45-2428903

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,412,789J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,000,218
2	Check .............
3	Interest on savings and temporary cash investments	82		82
4	Dividends and interest from securities...	17,184		17,184
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		39,204
b	Gross sales price for all assets on line 6a 1,149,606
7	Capital gain net income (from Part IV, line 2)...			39,353
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,056,688		56,619
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,013	183
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		20,392		20,392
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	21,405		183	20,392
25	Contributions, gifts, grants paid.......	1,127,349			1,127,349
26	Total expenses and disbursements. Add lines 24 and 25	1,148,754		183	1,147,741
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-92,066
b	Net investment income (if negative, enter -0-)			56,436
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	70,676	75,617	75,617
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,046,857	2,949,850	5,337,172
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,117,533	3,025,467	5,412,789
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	3,117,533	3,025,467
	29	Total net assets or fund balances (see instructions).....	3,117,533	3,025,467
	30	Total liabilities and net assets/fund balances (see instructions).	3,117,533	3,025,467

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,117,533

Enter amount from Part I, line 27a .....................

-92,066

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,025,467

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,025,467

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,149,606	1,110,253	39,353
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			39,353
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	39,353
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	784
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	784
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	704
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	100
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	804
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	20
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax20	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

Yes

If "Yes," attach the statement required by General Instruction T. Click to see attachment

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Foundation Source Telephone no. bullet

(800) 839-1754

Located at bullet

501 Silverside Road Suite 123WilmingtonDE ZIP+4 bullet

198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Kelli Tomlinson	Co- Pres, Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Co- Pres, Dir 1.0	0	0	0
Steffan Tomlinson	Dir, Sec, Co- Pres 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Sec, Co- Pres 1.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,100,206

Average of monthly cash balances.......................

47,478

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,147,684

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,147,684

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

62,215

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

4,085,469

Minimum investment return. Enter 5% (0.05) of line 5................

204,273

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

204,273

Tax on investment income for 2021 from Part V, line 5.......

784

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

784

Distributable amount before adjustments. Subtract line 2c from line 1............

203,489

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

203,489

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

203,489

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2021
1 Distributable amount for 2021 from Part X, line 7			203,489
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:2019, 2018, 2017
3 Excess distributions carryover, if any, to 2021:
a From 2016......	57,084
b From 2017......	526,335
c From 2018......	150,679
d From 2019......	159,496
e From 2020......	322,420
f Total of lines 3a through e ........		1,216,014
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,147,741
a Applied to 2020, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2021 distributable amount.....			203,489
e Remaining amount distributed out of corpus		944,252
5 Excess distributions carryover applied to 2021.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		2,160,266
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		57,084
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		2,103,182
10 Analysis of line 9:
a Excess from 2017....	526,335
b Excess from 2018....	150,679
c Excess from 2019....	159,496
d Excess from 2020....	322,420
e Excess from 2021....	944,252

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

Kelli Tomlinson

Steffan Tomlinson

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
350 BAY AREA 1815 ENCINAL AVE ALAMEDA,CA94501	N/A	PC	General & Unrestricted	5,000
AGAWAM COUNCIL 6 FUNDY RD STE 100 FALMOUTH,ME04105	N/A	PC	General & Unrestricted	10,000
ART OF YOGA PROJECT 555 BRYANT ST 232 PALO ALTO,CA94301	N/A	PC	General & Unrestricted	20,000
BELGRADE REGIONAL CONSERVATION ALLIANCE INC PO BOX 250 BELGRADE LKS,ME04918	N/A	PC	Richard McCann Blaisdell Land Challenge	5,000
BERKELEY REPERTORY THEATRE 999 HARRISON ST BERKELEY,CA94710	N/A	PC	General & Unrestricted	91,000
BERKELEY REPERTORY THEATRE 999 HARRISON ST BERKELEY,CA94710	N/A	PC	Annual Fund	60,000
BOYS & GIRLS CLUB OF THE PENINSULA 401 PIERCE RD MENLO PARK,CA94025	N/A	PC	General & Unrestricted	20,000
BROOKS SCHOOL 1160 GREAT POND RD NORTH ANDOVER,MA01845	N/A	PC	Appreciation Week FUND	10,000
BROOKS SCHOOL 1160 GREAT POND RD NORTH ANDOVER,MA01845	N/A	PC	General & Unrestricted	2,600
CHALLENGE SUCCESS PO BOX 20053 STANFORD,CA94309	N/A	PC	Fall Fundraising Campaign	5,000
CHALLENGE SUCCESS PO BOX 20053 STANFORD,CA94309	N/A	PC	Growth Partner	50,000
CINESTUDIO INC 300 SUMMITT ST HARTFORD,CT06106	N/A	PC	General & Unrestricted	500
COMMON SENSE MEDIA 699 8TH ST STE C 150 SAN FRANCISCO,CA94103	N/A	PC	General & Unrestricted	10,000
GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO,CA94303	N/A	PC	The Bennett Scholars Program	37,666
GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO,CA94303	N/A	PC	The GMS Fund	20,000
GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO,CA94303	N/A	PC	The Bennett Scholars Program	5,000
GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO,CA94303	N/A	PC	Charitable Event	10,000
HUMAN RIGHTS WATCH INC 350 FIFTH AVE 34TH FLOOR NEW YORK,NY10118	N/A	PC	General & Unrestricted	15,000
KAMUKAMA FOUNDATION PO BOX 5929 AUSTIN,TX78763	N/A	PC	General & Unrestricted	2,500
KARA 457 KINGSLEY AVE PALO ALTO,CA94301	N/A	PC	General & Unrestricted	1,000
KQED INC 2601 MARIPOSA ST SAN FRANCISCO,CA94110	N/A	PC	General & Unrestricted	1,500
NATIONAL PUBLIC RADIO INC PO BOX 791490 BALTIMORE,MD21279	N/A	PC	General & Unrestricted	1,500
NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON,MA02115	N/A	PC	Music Industry Fund	10,000
PENINSULA ARTS GUILD 314 LYTTON AVE STE 200 PALO ALTO,CA94301	N/A	PC	General & Unrestricted	333,333
PENINSULA BRIDGE PROGRAM 177 BOVET RD STE 120 SAN MATEO,CA94402	N/A	PC	General & Unrestricted	65,000
PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE,CA95126	N/A	PC	Charitable Event	5,000
PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DR STE 201 TOWSON,MD21204	N/A	PC	The Defensive Line	10,000
PUBLIC HEALTH INSTITUTE 555 12TH ST 10TH FL OAKLAND,CA94607	N/A	PC	Rise Up PROGRAM	500
SILICON VALLEY SOCIAL VENTURE FUND 350 TWIN DOLPHIN DR STE 103 REDWOOD CITY,CA94065	N/A	PC	General & Unrestricted	10,000
STANFORD UNIVERSITY 485 BROADWAY 4TH FL MC 5470 REDWOOD CITY,CA94063	N/A	PC	research FUND FOR Dr. Peter Santa Maria in the department of Otolaryngology Head and Neck Surgery	5,000
STORY OF STUFF PROJECT 1442A WALNUT ST 272 BERKELEY,CA94709	N/A	PC	General & Unrestricted	250
THE POSSE FOUNDATION INC 14 WALL ST STE 8A60 NEW YORK,NY10005	N/A	PC	General & Unrestricted	10,000
TOUGH WARRIOR PRINCESSES 80 MONROE ST AMESBURY,MA01913	N/A	PC	General & Unrestricted	5,000
TRINITY COLLEGE 300 SUMMIT ST HARTFORD,CT06106	N/A	PC	Mens Basketball Fund	15,000
TRINITY COLLEGE 300 SUMMIT ST HARTFORD,CT06106	N/A	PC	Womens Soccer Fund	10,000
TRINITY COLLEGE 300 SUMMIT ST HARTFORD,CT06106	N/A	PC	General & Unrestricted	15,000
TRINITY COLLEGE 300 SUMMIT ST HARTFORD,CT06106	N/A	PC	Financial Aid for students from the Hartford Community	200,000
TRINITY COLLEGE 300 SUMMIT ST HARTFORD,CT06106	N/A	PC	Annual Fund	50,000
Total ................................. 3a				1,127,349

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	82
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	39,204
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				56,470

13Total. Add line 12, columns (b), (d), and (e)..................

56,470

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

Tomlinson Family Foundation

Employer identification number

45-2428903

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization Tomlinson Family Foundation

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	TOMLINSON FAMILY TRUST UA DTD1210 C/O S K TOMLINSON 74 BARRY LANE Atherton, CA94027	$ 1,000,218	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization Tomlinson Family Foundation		Employer identification number 45-2428903

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	SNOWFLAKE INC SNOW, 2824 sh.	$ 1,000,218	2021-12-27
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization Tomlinson Family Foundation			Employer identification number 45-2428903
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2021 DepreciationSchedule

Name:

Tomlinson Family Foundation

EIN:

45-2428903

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

Tomlinson Family Foundation

EIN:

45-2428903

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	15,548	24,873
ACTIVISION BLIZZARD INC	1,830	1,331
ADOBE SYSTEMS, INC	13,113	22,682
ADVANCED MICRO DEVICES INC	4,093	6,476
AGILENT TECHNOLOGIES INC	8,258	11,176
ALNYLAM PHARMACEUTICALS, INC	1,335	1,696
ALPHABET INC CL A	26,577	43,456
ALPHABET INC CL C	26,614	43,404
ALTRA HLDGS INC	3,691	3,507
AMAZON COM	55,869	100,029
AMERICAN EXPRESS CO	10,681	14,724
AMERICAN TOWER REIT INC	4,438	5,850
AMPHENOL CORPORATION	2,583	3,498
ANAPLAN INC	51,395	45,850
ANTHEM INC	6,327	9,271
AON PLC CL A	4,151	6,011
APPLE INC	136,564	177,569
ARISTA NETWORKS	341,175	2,077,474
AUTODESK, INC	1,838	2,812
AUTOZONE INC	5,924	10,482
BANK OF AMERICA CORP	25,727	38,039
BAXTER INTERNATIONAL INC	12,011	12,876
BEST BUY INC	2,040	2,032
BOSTON SCIENTIFIC	3,895	4,673
BROADCOM INC	14,991	29,943
CATERPILLAR INC	1,772	2,067
CHARLES SCHWAB CORP	12,967	20,605
CHARTER COMMUNICATIONS, INC	5,929	5,868
CIGNA CORPORATION	3,689	4,133
CITRIX SYSTEMS INC	1,323	946
CME GROUP, INC	5,403	6,854
CONSTELLATION BRANDS INC	2,185	2,510
COSTCO WHOLESALE CORPORATION	11,153	17,031
CSX CORP	16,193	20,304
CUMMINS INC	6,691	6,544
D R HORTON	2,111	3,254
DANAHER CORP	13,449	19,741
DARDEN RESTAURANTS INC	1,176	1,506
DEERE CO	2,662	3,429
EATON CORP PLC	12,901	19,010
EBAY INC	4,563	5,985
EDWARDS LIFESCIENCES	10,130	15,546
ELANCO ANIMAL HEALTH INCORPORA	2,048	1,901
ELECTRONIC ARTS	2,824	2,638
ESTEE LAUDER COMPANIES INC	10,597	14,808
FIDELITY NATIONAL INFORMATION	2,833	2,183
FISERV INC	4,575	4,152
FREEPORT-MCMORAN COPPER & GOLD	7,147	12,102
GARMIN LTD	6,012	6,809
GLOBAL PAYMENTS INC	1,454	1,081
GRAINGER W W INC	8,222	10,365
GS SHORT DURATION INCOME FUND	210,774	210,511
HCA INC	1,638	2,569
HILTON WORLDWIDE HOLDINGS, INC	1,412	2,028
HOME DEPOT INC	24,099	37,351
HUMANA INC	4,102	4,639
ILLINOIS TOOL WORKS	16,099	19,744
ILLUMINA INC COM	1,840	1,902
INGERSOLL-RAND INC	1,165	1,609
INGEVITY CORPORATION	296	287
INTERCONTINENTAL EXCHANGE, INC	4,539	5,471
INTUIT	7,621	12,864
JP MORGAN CHASE	32,652	41,171
KEURIG DR PEPPER INC	289	369
L3HARRIS TECHNOLOGIES	2,431	2,772
LAMB WESTON HOLDINGS INC	1,268	951
LEIDOS HOLDINGS INC	19,242	17,513
LOWES COMPANIES INC	11,297	18,094
MARRIOTT INTERNATIONAL INC. CL	4,935	6,279
MARSH AND MCLENNAN COMPANIES I	4,614	6,953
MARTIN MARIETTA MATLS INC	5,544	8,810
MASCO CORP	1,650	2,107
MASTERCARD INC	26,835	32,339
MCDONALD'S CORP	8,565	10,723
MERCK & CO INC	16,069	14,178
META PLATFORMS INC	37,583	45,407
MICRON TECHNOLOGY	7,991	13,973
MICROSOFT CORP	106,372	193,383
MONSTER BEVERAGE CORP	3,639	3,842
MOODYS CORP	1,402	1,953
MORGAN STANLEY	22,407	32,393
NASDAQ OMX GROUP	1,294	2,100
NETFLIX INC	14,671	27,110
NEWMONT GOLDCORP CORPORATION	3,904	4,031
NEXTERA ENERGY, INC	16,608	20,539
NIKE INC-CL B	14,175	16,667
NORTHROP GRUMMAN CORP	12,084	15,483
NVIDIA CORP	14,018	70,586
O'REILLY AUTOMOTIVE INC	6,837	10,593
OKTA INC	45,164	87,425
OLD DOMINION FREIGHT LINE	2,919	5,376
ONEOK INC	1,910	2,938
ORGANON & CO	804	548
PARKER HANNIFIN CP	8,006	9,544
PAYPAL HOLDINGS, INC	3,494	2,829
PROLOGIS	9,853	16,836
QORVO INC	3,300	3,128
QUALCOMM INC	9,621	11,887
REPUBLIC SVCS INC	963	1,395
ROPER INDUSTRIES	4,220	4,919
ROSS STORES, INC	4,893	4,571
S&P GLOBAL INC COM	16,068	23,597
SEAGATE TECHNOLOGY HOLDINGS PL	2,458	4,519
SHERWIN-WILLIAMS CO	7,303	10,565
SNOWFLAKE INC	1,000,217	956,629
STANLEY BLACK & DECKER INC	1,763	1,886
STARBUCKS CORP COM	14,718	16,376
STRYKER CORPORATION	9,646	10,697
SVB FINANCIAL GROUP	3,745	6,782
TE CONNECTIVITY LTD	715	968
TEXAS INSTRUMENTS INC	13,738	16,020
THERMO FISHER SCIENTIFIC INC	9,271	13,345
TRANE TECHNOLOGIES PLC	4,321	6,061
UNION PACIFIC	6,153	7,558
UNITED RENTALS INC	3,398	4,984
UNITEDHEALTH GROUP INC	31,333	45,193
VERTEX PHARMCTLS INC	2,348	2,196
VISA INC	34,302	34,674
WAL-MART STORES INC	40,688	47,748
WASTE MANAGEMENT INC	3,531	5,007
WEX, INC	2,016	1,404
XCEL ENERGY INC	4,578	4,739
ZOETIS INC	13,497	21,963
ZSCALER INC	16,258	112,465

- TIN:

TY 2021 LiquidationExplanationStmt

Name:

Tomlinson Family Foundation

EIN:

45-2428903

Statement:

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,127,349. This amount represents 25% or more of the Foundation's net assets of $4,128,210 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XiV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

- TIN:

TY 2021 OtherExpensesSchedule

Name:

Tomlinson Family Foundation

EIN:

45-2428903

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Administrative Fees	20,367			20,367
State or Local Filing Fees	25			25

- TIN:

TY 2021 TaxesSchedule

Name:

Tomlinson Family Foundation

EIN:

45-2428903

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2021	700
990-PF Extension for 2020	130
Foreign Tax Paid	183	183