Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,089,021J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 493,216
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,147 1,147  
4 Dividends and interest from securities... 14,774 14,774  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 874,141
b Gross sales price for all assets on line 6a 1,502,385
7 Capital gain net income (from Part IV, line 2)... 1,020,426
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........ 1,383,278 1,036,347  
Operating and Administrative Expenses 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).... Click to see attachment
List of Attached Documents:
// Content
2,730 2,730    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,400      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,098     22,098
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,228 2,730   22,098
25 Contributions, gifts, grants paid....... 1,475,777 1,475,777
26 Total expenses and disbursements. Add lines 24 and 25 1,513,005 2,730   1,497,875
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,727
b Net investment income (if negative, enter -0-) 1,033,617
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 70,189 21,784 21,784
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 193,182 Click to see attachment
List of Attached Documents:
// Content
80,775 		80,202
b Investments—corporate stock (attach schedule)....... 1,244,513 Click to see attachment
List of Attached Documents:
// Content
1,361,587 		2,889,356
c Investments—corporate bonds (attach schedule)....... 190,301 Click to see attachment
List of Attached Documents:
// Content
104,312 		97,679
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,698,185 1,568,458 3,089,021
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 1,698,185 1,568,458
29 Total net assets or fund balances (see instructions)..... 1,698,185 1,568,458
30 Total liabilities and net assets/fund balances (see instructions). 1,698,185 1,568,458
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
1,698,185
2
Enter amount from Part I, line 27a .....................
2
-129,727
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,568,458
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,568,458
Form 990-PF (2023)
Form 990-PF (2023)
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,502,385   481,959 1,020,426
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       1,020,426
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,020,426
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 ................... 		Bracket 3  
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,367
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 14,367
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 14,367
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,456
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,756
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 389
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow389 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
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 .
8b
Yes
 
9
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
No
1a
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
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 ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
2
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)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
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
Steffan Tomlinson Dir, Sec, Co- Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,762,882
b
Average of monthly cash balances.......................
1b
43,230
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,806,112
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,806,112
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,092
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,764,020
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
138,201
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.)
1
Minimum investment return from Part IX, line 6..................
1
138,201
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,367
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,367
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
123,834
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
123,834
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
123,834
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,497,875
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,497,875
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 123,834
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 150,679
b From 2019...... 159,496
c From 2020...... 322,420
d From 2021...... 944,252
e From 2022...... 1,294,302
f Total of lines 3a through e ........ 2,871,149
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,497,875
a Applied to 2022, 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 2023 distributable amount..... 123,834
e Remaining amount distributed out of corpus 1,374,041
5 Excess distributions carryover applied to 2023.    
(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 4,245,190
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		150,679
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,094,511
10 Analysis of line 9:
a Excess from 2019.... 159,496
b Excess from 2020.... 322,420
c Excess from 2021.... 944,252
d Excess from 2022.... 1,294,302
e Excess from 2023.... 1,374,041
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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)
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 5,000

ART OF YOGA PROJECT

555 BRYANT ST 232
PALO ALTO,CA94301 		N/A PC General & Unrestricted 40,000

BELGRADE REGIONAL CONSERVATION ALLIANCE INC

PO BOX 250
BELGRADE LKS,ME04918 		N/A PC General & Unrestricted 25,000

BERKELEY REPERTORY THEATRE

999 HARRISON ST
BERKELEY,CA94710 		N/A PC General & Unrestricted 5,000

BERKELEY REPERTORY THEATRE

999 HARRISON ST
BERKELEY,CA94710 		N/A PC Annual Fund 60,000

BERKELEY REPERTORY THEATRE

999 HARRISON ST
BERKELEY,CA94710 		N/A PC Strategic Initiatives 86,111

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST ST NE STE 400
WASHINGTON,DC20002 		N/A PC General & Unrestricted 30,000

CAMP RUNOIA ALUMNAE ORGANIZATION

PO BOX 344
BELGRADE LAKES,ME04918 		N/A PC General & Unrestricted 1,000

CHALLENGE SUCCESS

PO BOX 20053
STANFORD,CA94309 		N/A PC Annual Fund 10,000

CHALLENGE SUCCESS

PO BOX 20053
STANFORD,CA94309 		N/A PC Growth Partner Campaign 50,000

CHALLENGE SUCCESS

PO BOX 20053
STANFORD,CA94309 		N/A PC General & Unrestricted 100,000

CHALLENGE SUCCESS

PO BOX 20053
STANFORD,CA94309 		N/A PC Charitable Event 5,000

CHILDRENS HEALTH COUNCIL INC

650 CLARK WAY
PALO ALTO,CA94304 		N/A PC General & Unrestricted 2,500

CRAIG HOSPITAL FOUNDATION

3425 S CLARKSON ST
ENGLEWOOD,CO80113 		N/A SO I Pedal for Possible 1,000

FEEL GOOD ACTION

2339 FAIRVIEW AVE E SLIP L
SEATTLE,WA98102 		N/A PC General & Unrestricted 1,000

GIRLS MIDDLE SCHOOL

3400 W BAYSHORE RD
PALO ALTO,CA94303 		N/A PC Bennett Scholars Endowment Scholarship Fund 333,333

HRJ CHARITIES INC

555 BRYANT ST 230
PALO ALTO,CA94301 		N/A PC General & Unrestricted 20,000

KAMUKAMA FOUNDATION

PO BOX 5929
AUSTIN,TX78763 		N/A PC General & Unrestricted 5,000

NEWPORT MESA PROLITERACY

1000 AVOCADO AVE
NEWPORT BEACH,CA92660 		N/A PC Rochelle Hoffman Memorial Fund 1,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC CAMD F1RST Scholars Program Fund 100,000

PENINSULA ARTS GUILD

611 MENLO AVE
MENLO PARK,CA94025 		N/A PC General & Unrestricted 333,333

PENINSULA ARTS GUILD

611 MENLO AVE
MENLO PARK,CA94025 		N/A PC The Marigold Project 5,000

PENINSULA BRIDGE PROGRAM

177 BOVET RD STE 120
SAN MATEO,CA94402 		N/A PC General & Unrestricted 60,000

PENINSULA BRIDGE PROGRAM

177 BOVET RD STE 120
SAN MATEO,CA94402 		N/A PC Big Dreams Campaign 10,000

PUBLIC HEALTH INSTITUTE

555 12TH ST 10TH FL
OAKLAND,CA94607 		N/A PC Rise Up 500

RAVENSWOOD EDUCATION FOUNDATION

PO BOX 396
MENLO PARK,CA94026 		N/A PC General & Unrestricted 10,000

SECOND HARVEST OF SILICON VALLEY

4001 N 1ST ST
SAN JOSE,CA95134 		N/A PC General & Unrestricted 25,000

SILICON VALLEY SOCIAL VENTURE FUND

350 TWIN DOLPHIN DR STE 103
REDWOOD CITY,CA94065 		N/A PC General & Unrestricted 6,000

ST FRANCIS HIGH SCHOOL

1885 MIRAMONTE AVE
MOUNTAIN VIEW,CA94040 		N/A PC General & Unrestricted 10,000

STANFORD UNIVERSITY

300 PASTEUR DR
STANFORD,CA94305 		N/A PC department of Otolaryngology 10,000

THE FIT KIDS FOUNDATION INC

1143 CRANE ST UNIT 203
MENLO PARK,CA94025 		N/A PC General & Unrestricted 10,000

TIPPING POINT COMMUNITY

220 MONTGOMERY ST STE 850
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 10,000

TRINITY COLLEGE

300 SUMMIT ST
HARTFORD,CT06106 		N/A PC General & Unrestricted 100,000
Total .................................right arrow 3a 1,475,777
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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
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 1,147  
4 Dividends and interest from securities ....     14 14,774  
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 ............ 		    18 874,141  
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) ..   890,062  
13Total. Add line 12, columns (b), (d), and (e)..................
13
890,062
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Tomlinson Family Foundation
 
Employer identification number

45-2428903
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Tomlinson Family Foundation
  		Employer identification number
45-2428903
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
74 Barry Lane
 
Atherton, CA94027

$ 493,216


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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
 HAMILTON LANE INC HLNE, 10 sh. $ 1,091 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HCC INS HLDGS INC HCC, 10 sh. $ 635 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GUIDEWIRE SOFTWARE INC GWRE, 10 sh. $ 1,067 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FEDERAL SIGNAL CORP FSS, 10 sh. $ 724 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Evolv Technologies Holdings Inc EVLV, 10 sh. $ 44 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ENERPAC TOOL GROUP EPAC, 10 sh. $ 287 2023-12-28
Schedule B (Form 990) (2023)
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
 MITSUI & COMPANY, LTD. - ADR MITSY, 10 sh. $ 7,540 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Liquidia Technologies, Inc. LQDA, 10 sh. $ 127 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LENNAR CORP LEN, 10 sh. $ 1,483 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IMMUNOVANT INC IMVT, 10 sh. $ 421 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IDEXX CORP IDXX, 9 sh. $ 4,875 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WEATHERFORD INTL WFRD, 10 sh. $ 909 2023-12-28
Schedule B (Form 990) (2023)
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
 TILE SHOP HOLDINGS INC TTSH, 10 sh. $ 69 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TEEKAY CORP TK, 10 sh. $ 77 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TEREX CORP TEX, 10 sh. $ 565 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MODINE MFG CO MOD, 10 sh. $ 599 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 IDEAYA BIOSCIENCES IDYA, 5 sh. $ 177 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GREEN BRICK PARTNERS INC GRBK, 5 sh. $ 253 2023-12-28
Schedule B (Form 990) (2023)
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
 SYNOPSYS, INC SNPS, 6 sh. $ 2,965 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AAON, INC AAON, 7 sh. $ 511 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WIX COM LTD WIX, 8 sh. $ 962 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LOGITECH INTERNATIONAL LOGI, 9 sh. $ 849 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THERMON GROUP HOLDINGS INC THR, 5 sh. $ 153 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RXSIGHT, INC. RXST, 5 sh. $ 216 2023-12-28
Schedule B (Form 990) (2023)
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
 MADRIGAL PHARMACEUTICALS MDGL, 5 sh. $ 1,120 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KRYSTAL BIOTECH KRYS, 5 sh. $ 613 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KALVISTA PHARMACEUTICALS, KALV, 5 sh. $ 62 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INHIBRX, INC INBX-OLD, 5 sh. $ 171 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERICAN WOODMARK CORP AMWD, 5 sh. $ 446 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMPHASTAR PHARMACEUTICALS INC AMPH, 5 sh. $ 301 2023-12-28
Schedule B (Form 990) (2023)
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
 ALAMO GP INC ALG, 5 sh. $ 1,003 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FEDERAL AGRICULTURAL MORTGAGE CORPORATI AGM, 5 sh. $ 930 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACM RESEARCH INC ACMR, 5 sh. $ 85 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Arcellx Inc ACLX, 5 sh. $ 264 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BLACKBAUD INC BLKB, 5 sh. $ 413 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BOISE CASCADE COMPANY BCC, 5 sh. $ 652 2023-12-28
Schedule B (Form 990) (2023)
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
 COUCHBASE INC BASE, 5 sh. $ 111 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AXSOME THERAPEUTICS AXSM, 5 sh. $ 430 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERICAN REALTY CAP TR INC ARCT, 5 sh. $ 158 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ANDERSONS, INC. ANDE, 5 sh. $ 273 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DECKERS OUTDOOR CORPORATION DECK, 5 sh. $ 3,363 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARPENTER TECH CRS, 5 sh. $ 330 2023-12-28
Schedule B (Form 990) (2023)
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
 COLLEGIUM PHARMACEUTICAL COLL, 5 sh. $ 160 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CIMPRESS PLC EURO CMPR, 5 sh. $ 365 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KEYCORP CAPITAL B 8.25% CORP BACKED TRU CCS, 5 sh. $ 432 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BLUELINX HOLDINGS BXC, 5 sh. $ 556 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GIBRALTAR INDS INC ROCK, 5 sh. $ 391 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PATRICK IND INC PATK, 5 sh. $ 481 2023-12-28
Schedule B (Form 990) (2023)
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
 PAR TECHNOLOGY CORP PAR, 5 sh. $ 205 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INSIGHT ENTERPRISES, INC NSIT, 5 sh. $ 879 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ENPRO INDUSTRIES INC NPO, 5 sh. $ 719 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DREAM FINDERS HOMES INC DFH, 5 sh. $ 168 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GMS INC GMS, 5 sh. $ 398 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1800 FLOWERS.COM INC CL A FLWS, 5 sh. $ 51 2023-12-28
Schedule B (Form 990) (2023)
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
 COMFORT SYSTEMS USA INC FIX, 5 sh. $ 988 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 E.L.F. BEAUTY, INC. ELF, 5 sh. $ 729 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DUOLINGO DUOL, 5 sh. $ 1,048 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DICK'S SPORTING GDS DKS, 5 sh. $ 696 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ITT INC ITT, 5 sh. $ 578 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTER PARFUMS INC IPAR, 5 sh. $ 679 2023-12-28
Schedule B (Form 990) (2023)
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
 INTAPP INC INTA, 5 sh. $ 181 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTERDIGITAL COMMUNICATIONS CORP IDCC, 5 sh. $ 525 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HCI GROUP INC HCI, 5 sh. $ 443 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GRANITE CONSTRUC INC GVA, 5 sh. $ 242 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SPX CORPORATION SPXC, 5 sh. $ 482 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 M/I HOMES, INC MHO, 5 sh. $ 651 2023-12-28
Schedule B (Form 990) (2023)
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
 DORIAN LPG LTD LPG, 5 sh. $ 231 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KOPPERS HOLDINGS INC KOP, 5 sh. $ 240 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KB HOME KBH, 5 sh. $ 310 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JABIL CIRCUIT INC JBL, 5 sh. $ 640 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROCTER GAMBLE CO PG, 3 sh. $ 445 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BIOHAVEN LTD BHVN, 4 sh. $ 180 2023-12-28
Schedule B (Form 990) (2023)
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
 ALPHA METALLURGICAL RES AMR, 4 sh. $ 1,432 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UFP INDUSTRIES UFPI, 5 sh. $ 597 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRANSDIGM GRP INC TDG, 5 sh. $ 4,932 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STERLING CONSTRUCTION COMPANY INC STRL, 5 sh. $ 391 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APA CORPORATION APA, 1 sh. $ 33 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SIMON PPTY GROUP INC SPG, 2 sh. $ 283 2023-12-28
Schedule B (Form 990) (2023)
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
 ORACLE CORP ORCL, 2 sh. $ 207 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CORTEVA INC CTVA, 2 sh. $ 94 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANSIX INC ASIX, 2 sh. $ 56 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GROUP 1 AUTOMOTIVE INC GPI, 3 sh. $ 853 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COCA COLA BOTTLING CONS COKE, 1 sh. $ 908 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONCENTRIX CORP CNXC, 1 sh. $ 97 2023-12-28
Schedule B (Form 990) (2023)
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
 THE CHEMOURS CO CC, 1 sh. $ 31 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CBRE GROUP CBRE, 1 sh. $ 88 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHUBB LIMITED CB, 1 sh. $ 226 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AUTOZONE INC AZO, 1 sh. $ 2,537 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICRON TECHNOLOGY MU, 1 sh. $ 85 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 1 sh. $ 372 2023-12-28
Schedule B (Form 990) (2023)
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
 THE MOSAIC CO MOS, 1 sh. $ 35 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CISCO SYSTEMS INC CSCO, 1 sh. $ 50 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COSTCO WHOLESALE CORPORATION COST, 1 sh. $ 658 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONOCOPHILLIPS COP, 1 sh. $ 114 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PILGRIMS PRIDE CORP PPC, 1 sh. $ 29 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROGRESSIVE CORP OHIO PGR, 1 sh. $ 164 2023-12-28
Schedule B (Form 990) (2023)
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
 O'REILLY AUTOMOTIVE INC ORLY, 1 sh. $ 924 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 O-I GLASS INC OI, 1 sh. $ 16 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OLD DOMINION FREIGHT LINE ODFL, 1 sh. $ 389 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MURPHY OIL CP HLDG MUR, 1 sh. $ 41 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REINSURANCE GROUP AMER INC RGA, 1 sh. $ 167 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REGENERON PHARMACEUTICALS INC REGN, 1 sh. $ 892 2023-12-28
Schedule B (Form 990) (2023)
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
 FERRARI NV RACE, 1 sh. $ 342 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PIONEER NAT RES CO PXD, 1 sh. $ 224 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PHILLIPS 66 PSX, 1 sh. $ 133 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PURE STORAGE INC PSTG, 1 sh. $ 37 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HALLIBURTON COMPANY HAL, 1 sh. $ 35 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EOG RESOURCES INC EOG, 1 sh. $ 117 2023-12-28
Schedule B (Form 990) (2023)
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
 DOLLAR TREE INC DLTR, 1 sh. $ 137 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SYNNEX CORP SNX, 1 sh. $ 104 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROYAL BANK OF CANADA RY, 1 sh. $ 101 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RAYTHEON TECHNOLOGIES CORP RTX, 1 sh. $ 85 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 T-MOBILE US INC TMUS, 1 sh. $ 163 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TKO GROUP HOLDINGS, INC TKO, 1 sh. $ 79 2023-12-28
Schedule B (Form 990) (2023)
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
 MONDELEZ INTERNATIONAL INC MDLZ, 1 sh. $ 73 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GARTNER INC IT, 1 sh. $ 431 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTERPUBLIC GROUP OF COS IPG, 1 sh. $ 33 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HOWMET AEROSPACE ORD SHS HWM, 1 sh. $ 53 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ZSCALER INC ZS, 1 sh. $ 216 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXXON MOBIL CORP XOM, 1 sh. $ 100 2023-12-28
Schedule B (Form 990) (2023)
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
 WESTLAKE CHEMICAL CORP WLK, 1 sh. $ 138 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WELLTOWER INC. WELL, 1 sh. $ 89 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VERTEX PHARMCTLS INC VRTX, 1 sh. $ 416 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOLL BROTHERS INC TOL, 1 sh. $ 102 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LIONS GATE ENTERTAINMENT CORP CLASS A LGF-A, 1 sh. $ 11 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABB LTD ABBNY, 134 sh. $ 5,916 2023-12-28
Schedule B (Form 990) (2023)
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
 CLEAR CHANNL OUTDOOR CCO, 45 sh. $ 1,945 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PERMIAN RESOURCES CORP CLASS A PR, 30 sh. $ 411 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CADELER CDLR, 4 sh. $ 74 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RHEINMETALL AG UNSPONSORD ADR RNMBY, 15 sh. $ 955 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICIS GROUPE S.A PUBGY, 136 sh. $ 3,151 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KKR & CO INC KKR, 140 sh. $ 11,426 2023-12-28
Schedule B (Form 990) (2023)
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
 AENA SME S.A. ADR ANYYY, 210 sh. $ 3,710 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MITSUBISHI UFJ FINANCIAL GROUP INC ADR MUFG, 818 sh. $ 7,239 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BLUE BIRD CORP BLBD, 10 sh. $ 280 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOOG INC CL A MOG-A, 5 sh. $ 728 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 115 sh. $ 40,884 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 115 sh. $ 58,509 2023-12-28
Schedule B (Form 990) (2023)
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
 NOVO NORDISK A S NVO, 116 sh. $ 12,285 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MUENCHENER RUECKVERS MURGY, 120 sh. $ 5,037 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COPART INC CPRT, 120 sh. $ 5,633 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHARLES SCHWAB CORP SCHW, 133 sh. $ 8,956 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DISCO CORPORATION DSCSY, 90 sh. $ 2,084 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CRH PLC CRHCF, 91 sh. $ 6,198 2023-12-28
Schedule B (Form 990) (2023)
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
 SIEMENS AG SIEGY, 94 sh. $ 8,280 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COVESTRO AG COVTY, 106 sh. $ 3,014 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SCHLUMBERGER LTD SLB, 110 sh. $ 5,510 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTESA SANPAOLO SPA ISNPY, 114 sh. $ 2,102 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONSTELLATION ENERGY GROUP INC CEG, 51 sh. $ 5,921 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INDUSTRIA DE DISENO IDEXY, 74 sh. $ 1,541 2023-12-28
Schedule B (Form 990) (2023)
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
 D R HORTON DHI, 75 sh. $ 11,342 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UBS AG UBS, 79 sh. $ 2,387 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENWORTH FINANCIAL INC CL A GNW, 80 sh. $ 539 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE BLACKSTONE GROUP INC CL A BX, 80 sh. $ 9,766 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CATERPILLAR INC CAT, 40 sh. $ 11,558 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 45 sh. $ 14,707 2023-12-28
Schedule B (Form 990) (2023)
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
 APOLLO GLOBAL MANAGEMENT, INC APO, 45 sh. $ 4,302 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOKYO ELECTRON LTD TOELY, 48 sh. $ 4,119 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SHIN-ETSU CHEMICAL C SHECY, 50 sh. $ 990 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OCCIDENTAL PETROLEUM CORP OXY, 51 sh. $ 2,948 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CENTENNIAL RESOURCE DEV INC CL A CDEV, 30 sh. $ 395 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADMA BIOLOGICS INC ADMA, 30 sh. $ 142 2023-12-28
Schedule B (Form 990) (2023)
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
 NETFLIX INC NFLX, 35 sh. $ 16,781 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 API Group Corporation APG, 35 sh. $ 1,097 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HERMES INTL 10 ADR HESAY, 40 sh. $ 8,046 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARATHON PETROLEUM CORP MPC, 40 sh. $ 6,096 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERICAN EAGLES OUTFITTERS INC AEO, 25 sh. $ 530 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTEGRAL AD SCIENCE INC IAS, 25 sh. $ 361 2023-12-28
Schedule B (Form 990) (2023)
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
 ELI LILLY & CO LLY, 26 sh. $ 16,063 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OCADO GROUP PLC OCDDY, 27 sh. $ 509 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MACERICH CO MAC, 30 sh. $ 455 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RAMBUS, INC RMBS, 30 sh. $ 1,962 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CANTALOUPE, INC CTLP, 20 sh. $ 141 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRANE TECHNOLOGIES PLC TT, 25 sh. $ 6,028 2023-12-28
Schedule B (Form 990) (2023)
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
 TG THERAPEUTICS INC TGTX, 25 sh. $ 516 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HELIX ENERGY SOLUTIONS GROUP INC HLX, 25 sh. $ 233 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORASURE TECHNOLOGIES INC OSUR, 25 sh. $ 199 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SALESFORCE.COM CRM, 25 sh. $ 6,412 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARGURUS INC CARG, 20 sh. $ 458 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BELLRING BRANDS, INC BRBR, 20 sh. $ 1,044 2023-12-28
Schedule B (Form 990) (2023)
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
 BORR , 20 sh. $ 136 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANTEST CORP - ADR ATEYY, 20 sh. $ 653 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCHROCK INC AROC, 20 sh. $ 296 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACADIA PHARMACEUTICALS INC ACAD, 20 sh. $ 597 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KRATOS DEFENSE & SECURITY SOLUTIONS INC KTOS, 20 sh. $ 364 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 20 sh. $ 2,753 2023-12-28
Schedule B (Form 990) (2023)
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
 EATON CORP PLC ETN, 20 sh. $ 4,734 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SAFRAN SA - UNSPON ADR SAFRY, 20 sh. $ 883 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONSTELLIUM NV CSTM, 20 sh. $ 371 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COURSERA COUR, 20 sh. $ 382 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KLA TENCOR CORP KLAC, 17 sh. $ 9,475 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARONIS SYSTEMS INC VRNS, 20 sh. $ 863 2023-12-28
Schedule B (Form 990) (2023)
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
 VALERO ENERGY CORP VLO, 20 sh. $ 2,540 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRI POINTE HOMES INC COM TPH, 20 sh. $ 694 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAYLOR MORRISON HOME CORP TMHC, 20 sh. $ 1,027 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SIRIUSPOINT SPNT, 20 sh. $ 232 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMKOR TECHNOLOGY, INC AMKR, 15 sh. $ 462 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPINE IMMUNE SCIENCES ALPN, 15 sh. $ 274 2023-12-28
Schedule B (Form 990) (2023)
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
 REMITLY GLOBAL INC RELY, 15 sh. $ 6 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCKESSON CORP MCK, 16 sh. $ 7,622 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARUBENI CORP ADR CNV INTO 10 NPV SHS MARUY, 16 sh. $ 2,557 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HESS CORP HES, 16 sh. $ 2,283 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROYAL CARRIBEAN CRUISE RCL, 15 sh. $ 1,851 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUANTERIX ORD SHS QTRX, 15 sh. $ 387 2023-12-28
Schedule B (Form 990) (2023)
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
 OKTA INC OKTA, 15 sh. $ 1,245 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OCEANEERING INTL INC OII, 15 sh. $ 301 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BGC GROUP INC CLASS A BGC, 15 sh. $ 101 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHATEC HOLDNGS ORD SHS ATEC, 15 sh. $ 219 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DIAMOND OFFSHORE DRL DO, 15 sh. $ 183 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TANGER FACTORY OUTLET CENTERS INC SKT, 15 sh. $ 409 2023-12-28
Schedule B (Form 990) (2023)
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
 SPROUTS FARMERS MARKET INC SFM, 15 sh. $ 738 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SCHRODINGER INC SDGR, 15 sh. $ 431 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Rover Group Inc ROVR, 15 sh. $ 163 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RADNET INC RDNT, 15 sh. $ 535 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNUM CORP UNM, 15 sh. $ 685 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SUNCOKE ENERGY INC SXC, 15 sh. $ 161 2023-12-28
Schedule B (Form 990) (2023)
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
 SIMPSON MANUFACTURING CO INC SSD, 15 sh. $ 2,777 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MIMEDX GROUP INC MDXG, 15 sh. $ 120 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 M.D.C. HLDGS MDC, 15 sh. $ 813 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4D MOLECULAR THERAPEUTICS INC FDMT, 15 sh. $ 296 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MACROGENICS INC MGNX, 10 sh. $ 101 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EVERQUOTE INC EVER, 10 sh. $ 111 2023-12-28
Schedule B (Form 990) (2023)
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
 FERGUSON PLC FERG, 12 sh. $ 2,237 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MSCI INC MSCI, 12 sh. $ 6,476 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 12 sh. $ 12,780 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AERCAP HOLDING N.V AER, 14 sh. $ 1,021 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CADENCE DESIGN SYSTEMS INC CDNS, 10 sh. $ 2,579 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARDLYTICS CDLX, 10 sh. $ 72 2023-12-28
Schedule B (Form 990) (2023)
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
 CARDINAL HEALTH INC CAH, 10 sh. $ 1,053 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ATKORE INTERNATIONAL GROUP INC ATKR, 10 sh. $ 1,542 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABERCROMBIE & FITCH ANF, 10 sh. $ 957 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VAXCYTE INC PCVX, 10 sh. $ 598 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ONTO INNOVATION ONTO, 10 sh. $ 1,384 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORION ENGINEERED CARBONS SA OEC, 10 sh. $ 243 2023-12-28
Schedule B (Form 990) (2023)
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
 NEWPARK RESOURCES NR, 10 sh. $ 63 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NOBLE CORPORATION NE, 10 sh. $ 465 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MA COM TECHNOLOGY SOLUTIONS HOLDINGS IN MTSI, 10 sh. $ 835 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MERITAGE CORPORATION MTH, 10 sh. $ 1,703 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EHEALTH INC EHTH, 10 sh. $ 77 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SUPER MICRO COMPUTER INC SMCI, 10 sh. $ 3,077 2023-12-28
Schedule B (Form 990) (2023)
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
 SIGNET GROUP PLC SPONS ADR NASDAQ N-MKT SIG, 10 sh. $ 1,001 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROCKET PHARMACEUTICALS INC RCKT, 10 sh. $ 286 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LIVERAMP HOLDINGS INC RAMP, 10 sh. $ 351 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PAR PETE CORP PARR, 10 sh. $ 339 2023-12-28
(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) (2023)
Schedule B (Form 990) (2023)
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2023)
Additional Data


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TY 2023 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

TY 2023 InvestmentsCorpBondsSchedule
Name:
Tomlinson Family Foundation
EIN:
45-2428903
Name of Bond End of Year Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE - 4.900 1,931 2,006
ANHEUSER BUSCH - 4.750% - 01/2 4,479 4,066
BANK AMER CORP - 3.559% - 04/2 5,168 4,813
BAT CAPITAL CORP NOTE - 3.215% 5,032 4,785
BIOGEN INC - 2.250% - 05/01/20 4,610 4,271
BOEING CO NOTE CALL MAKE WHOLE 3,900 3,781
BUNGE LIMITED FINANCE CORP - 2 1,906 1,744
CAPITAL ONE FINANCIAL - 3.650% 3,115 2,864
CITIGROUP INC NOTE - 3.668% - 3,111 2,861
COMCAST CORP BOND - 4.250% - 0 4,425 3,893
DELL INT LLC / EMC CORP - 4.90 5,441 5,009
DISNEY WALT CO - 2.650% - 01/1 3,937 3,564
DOMINION RESOURCES - 5.250% - 2,332 2,024
DOW CHEMICAL CO NOTE - 4.250% 2,767 2,877
FOX CORP SER B - 4.709% - 01/2 2,186 1,990
GENERAL MTRS FINL COINC NOTE - 3,170 2,942
JP MORGAN CHASE - 1.578% - 04/ 4,781 4,616
KFW - 1.750% - 09/14/2029 2,934 2,666
LOWE'S COMPANIES, INC - 5.150% 1,978 2,059
MAGELLAN MIDSTREAM PRTNRS LP - 1,751 1,813
MORGAN STANLEY MTN - 0.791% - 2,843 2,991
ORACLE CORP - 2.950% - 04/01/2 2,885 2,710
PIEDMONT NATURAL GAS - 3.500% 3,088 2,800
REALTY INCOME CORP - 3.650% - 4,191 3,839
ROPER TECHNOLOGIES INC - 2.000 2,744 2,551
SKYWORKS SOLUTIONS - 3.000% - 1,878 1,716
SUMITOMO MITSUI FIN GRP - 3.78 3,144 2,925
TORONTO DOMINION BK ONT NOTE - 5,188 4,799
TRANSCANADA PIPELINE - 4.250% 3,204 2,923
WELLS FARGO &CO - 3.196% - 06/ 4,082 3,824
WELLS FARGO CO - 4.100% - 06/0 2,111 1,957

TY 2023 InvestmentsCorpStockSchedule
Name:
Tomlinson Family Foundation
EIN:
45-2428903
Name of Stock End of Year Book Value End of Year Fair Market Value
1800 FLOWERS.COM INC CL A 51 54
4D MOLECULAR THERAPEUTICS INC 296 304
AAON, INC 511 517
ABB LTD 5,916 5,936
ABERCROMBIE & FITCH 957 882
ACADIA PHARMACEUTICALS INC 597 626
ACM RESEARCH INC 85 98
ADMA BIOLOGICS INC 142 136
ADVANSIX INC 56 60
ADVANTEST CORP - ADR 653 675
AENA SME S.A. ADR 3,710 3,835
AERCAP HOLDING N.V 1,021 1,040
ALAMO GP INC 1,003 1,051
ALPHA METALLURGICAL RES 1,432 1,356
ALPHABET INC CL A 2,753 2,794
ALPHATEC HOLDNGS ORD SHS 219 227
ALPINE IMMUNE SCIENCES 274 286
AMERICAN EAGLES OUTFITTERS INC 530 529
AMERICAN REALTY CAP TR INC 158 158
AMERICAN WOODMARK CORP 446 464
AMKOR TECHNOLOGY, INC 462 499
AMPHASTAR PHARMACEUTICALS INC 301 309
ANDERSONS, INC. 273 288
APA CORPORATION 33 36
API GROUP CORPORATION 1,097 1,211
APOLLO GLOBAL MANAGEMENT, INC 4,302 4,194
ARCELLX INC 264 278
ARCHROCK INC 296 308
ARISTA NETWORKS 184,964 1,845,220
ATKORE INTERNATIONAL GROUP INC 1,542 1,600
AUTOZONE INC 2,537 2,586
AXSOME THERAPEUTICS 430 398
BELLRING BRANDS, INC 1,044 1,109
BGC GROUP INC CLASS A 101 108
BIOHAVEN LTD 180 171
BLACKBAUD INC 413 434
BLUE BIRD CORP 280 270
BLUELINX HOLDINGS 556 567
BOISE CASCADE COMPANY 652 647
BORR 136 147
BROADCOM INC 12,780 13,395
CADELER 74 74
CADENCE DESIGN SYSTEMS INC 2,579 2,724
CANTALOUPE, INC 141 148
CARDINAL HEALTH INC 1,053 1,008
CARDLYTICS 72 92
CARGURUS INC 458 483
CARPENTER TECH 330 354
CATERPILLAR INC 11,558 11,827
CBRE GROUP 88 93
CENTENNIAL RESOURCE DEV INC CL 395 408
CHARLES SCHWAB CORP 8,956 9,150
CHUBB LIMITED 226 226
CIMPRESS PLC EURO 365 400
CISCO SYSTEMS INC 50 51
CLEAR CHANNL OUTDOOR 1,945 82
COCA COLA BOTTLING CONS 908 928
COLLEGIUM PHARMACEUTICAL 160 154
COMFORT SYSTEMS USA INC 988 1,028
CONCENTRIX CORP 97 98
CONOCOPHILLIPS 114 116
CONSTELLATION ENERGY GROUP INC 5,921 5,961
CONSTELLIUM NV 371 399
COPART INC 5,633 5,880
CORTEVA INC 94 96
COSTCO WHOLESALE CORPORATION 658 660
COUCHBASE INC 111 113
COURSERA 382 387
COVESTRO AG 3,014 3,097
CRH PLC 6,198 6,294
D R HORTON 11,342 11,399
DECKERS OUTDOOR CORPORATION 3,363 3,342
DIAMOND OFFSHORE DRL 183 195
DICK'S SPORTING GDS 696 735
DISCO CORPORATION 2,084 2,225
DOLLAR TREE INC 137 142
DORIAN LPG LTD 231 219
DREAM FINDERS HOMES INC 168 178
DUOLINGO 1,048 1,134
E.L.F. BEAUTY, INC. 729 722
EATON CORP PLC 4,734 4,816
EHEALTH INC 77 87
ELI LILLY & CO 16,063 15,156
ENERPAC TOOL GROUP 287 311
ENPRO INDUSTRIES INC 719 784
EOG RESOURCES INC 117 121
EVERQUOTE INC 111 122
EVOLV TECHNOLOGIES HOLDINGS IN 44 47
EXXON MOBIL CORP 100 100
FEDERAL AGRICULTURAL MORTGAGE 930 956
FEDERAL SIGNAL CORP 724 767
FERGUSON PLC 2,237 2,317
FERRARI NV 342 338
GARTNER INC 431 451
GENWORTH FINANCIAL INC CL A 539 534
GIBRALTAR INDS INC 391 395
GMS INC 398 412
GOLDMAN SACHS HIGH YIELD FUND 30,542 27,725
GRANITE CONSTRUC INC 242 254
GREEN BRICK PARTNERS INC 253 260
GROUP 1 AUTOMOTIVE INC 853 914
GUIDEWIRE SOFTWARE INC 1,067 1,090
HALLIBURTON COMPANY 35 36
HAMILTON LANE INC 1,091 1,134
HCC INS HLDGS INC 635 610
HCI GROUP INC 443 437
HELIX ENERGY SOLUTIONS GROUP I 233 257
HERMES INTL 10 ADR 8,046 8,504
HESS CORP 2,283 2,307
HOWMET AEROSPACE ORD SHS 53 54
IDEAYA BIOSCIENCES 177 178
IDEXX CORP 4,875 4,995
IMMUNOVANT INC 421 421
INDUSTRIA DE DISENO 1,541 1,620
INHIBRX, INC 171 190
INSIGHT ENTERPRISES, INC 879 886
INTAPP INC 181 190
INTEGRAL AD SCIENCE INC 361 360
INTER PARFUMS INC 679 720
INTERDIGITAL COMMUNICATIONS CO 525 543
INTERPUBLIC GROUP OF COS 33 33
INTESA SANPAOLO SPA 2,102 2,000
INTUITIVE SURGICAL 14,707 15,181
ISHARES MSCI EAFE INTERNATIONA 21,541 21,275
ISHARES S&P 500 INDEX FUND CL 105,520 110,777
ITT INC 578 597
JABIL CIRCUIT INC 640 637
KALVISTA PHARMACEUTICALS, 62 61
KB HOME 310 312
KEYCORP CAPITAL B 8.25% CORP B 432 456
KKR & CO INC 11,426 11,599
KLA TENCOR CORP 9,475 9,882
KOPPERS HOLDINGS INC 240 256
KRATOS DEFENSE & SECURITY SOLU 364 406
KRYSTAL BIOTECH 613 620
LENNAR CORP 1,483 1,490
LIONS GATE ENTERTAINMENT CORP 11 11
LIQUIDIA TECHNOLOGIES, INC. 127 120
LIVERAMP HOLDINGS INC 351 379
LOGITECH INTERNATIONAL 849 856
M.D.C. HLDGS 813 829
M/I HOMES, INC 651 689
MA COM TECHNOLOGY SOLUTIONS HO 835 930
MACERICH CO 455 463
MACROGENICS INC 101 96
MADRIGAL PHARMACEUTICALS 1,120 1,157
MARATHON PETROLEUM CORP 6,096 5,934
MARUBENI CORP ADR CNV INTO 10 2,557 2,508
MCKESSON CORP 7,622 7,408
MERITAGE CORPORATION 1,703 1,742
META PLATFORMS INC 40,883 40,704
MICRON TECHNOLOGY 85 85
MICROSOFT CORP 372 376
MIMEDX GROUP INC 120 132
MITSUBISHI UFJ FINANCIAL GROUP 7,239 7,043
MITSUI & COMPANY, LTD. - ADR 7,540 7,480
MODINE MFG CO 599 597
MONDELEZ INTERNATIONAL INC 73 72
MOOG INC CL A 728 724
MSCI INC 6,476 6,788
MUENCHENER RUECKVERS 5,037 5,047
MURPHY OIL CP HLDG 41 43
NETFLIX INC 16,781 17,041
NEWPARK RESOURCES 63 66
NOBLE CORPORATION 465 482
NOVO NORDISK A S 12,285 12,000
NVIDIA CORP 58,508 56,949
O'REILLY AUTOMOTIVE INC 924 950
O-I GLASS INC 16 16
OCADO GROUP PLC 509 533
OCCIDENTAL PETROLEUM CORP 2,948 3,045
OCEANEERING INTL INC 301 319
OKTA INC 1,245 1,358
OLD DOMINION FREIGHT LINE 389 405
ONTO INNOVATION 1,384 1,529
ORACLE CORP 207 211
ORASURE TECHNOLOGIES INC 199 205
ORION ENGINEERED CARBONS SA 243 277
PAR PETE CORP 339 364
PAR TECHNOLOGY CORP 205 218
PATRICK IND INC 481 502
PERMIAN RESOURCES CORP CLASS A 411 408
PHILLIPS 66 133 133
PILGRIMS PRIDE CORP 29 28
PIONEER NAT RES CO 224 225
PROCTER GAMBLE CO 445 440
PROGRESSIVE CORP OHIO 164 159
PUBLICIS GROUPE S.A 3,151 3,153
PURE STORAGE INC 37 36
QUANTERIX ORD SHS 387 410
RADNET INC 535 522
RAMBUS, INC 1,962 2,048
RAYTHEON TECHNOLOGIES CORP 85 84
REGENERON PHARMACEUTICALS INC 892 878
REINSURANCE GROUP AMER INC 167 162
REMITLY GLOBAL INC 6 6
RHEINMETALL AG UNSPONSORD ADR 955 960
ROCKET PHARMACEUTICALS INC 286 300
ROVER GROUP INC 163 163
ROYAL BANK OF CANADA 101 101
ROYAL CARRIBEAN CRUISE 1,851 1,942
RXSIGHT, INC. 216 202
SAFRAN SA - UNSPON ADR 883 883
SALESFORCE.COM 6,412 6,579
SCHLUMBERGER LTD 5,510 5,724
SCHRODINGER INC 431 537
SHIN-ETSU CHEMICAL C 990 1,045
SIEMENS AG 8,280 8,793
SIGNET GROUP PLC SPONS ADR NAS 1,001 1,073
SIMON PPTY GROUP INC 283 285
SIMPSON MANUFACTURING CO INC 2,777 2,970
SIRIUSPOINT 232 232
SNOWFLAKE INC 441,668 248,152
SPROUTS FARMERS MARKET INC 738 722
SPX CORPORATION 482 505
STATE STREET EMERGING MARKETS 14,697 11,972
STATE STREET HEDGED INTL DEV E 21,934 20,251
STERLING CONSTRUCTION COMPANY 391 440
SUNCOKE ENERGY INC 161 161
SUPER MICRO COMPUTER INC 3,077 2,843
SYNNEX CORP 104 108
SYNOPSYS, INC 2,965 3,089
T-MOBILE US INC 163 160
TANGER FACTORY OUTLET CENTERS 409 416
TAYLOR MORRISON HOME CORP 1,027 1,067
TEEKAY CORP 77 72
TEREX CORP 565 575
TG THERAPEUTICS INC 516 427
THE BLACKSTONE GROUP INC CL A 9,766 10,474
THE CHEMOURS CO 31 32
THE MOSAIC CO 35 36
THERMON GROUP HOLDINGS INC 153 163
TILE SHOP HOLDINGS INC 69 74
TKO GROUP HOLDINGS, INC 79 82
TOKYO ELECTRON LTD 4,119 4,264
TOLL BROTHERS INC 102 103
TRANE TECHNOLOGIES PLC 6,028 6,098
TRANSDIGM GRP INC 4,932 5,058
TRI POINTE HOMES INC COM 694 708
UBS AG 2,387 2,441
UFP INDUSTRIES 597 628
UNUM CORP 685 678
VALERO ENERGY CORP 2,540 2,600
VANGUARD GLOBAL EX-US REAL EST 6,253 5,111
VANGUARD SF REIT ETF 6,362 5,390
VANGUARD SM-CAP ETF 18,629 18,986
VARONIS SYSTEMS INC 863 906
VAXCYTE INC 598 628
VERTEX PHARMCTLS INC 416 407
WEATHERFORD INTL 909 978
WELLTOWER INC. 89 90
WESTLAKE CHEMICAL CORP 138 140
WIX COM LTD 962 984
ZSCALER INC 16,473 77,767

TY 2023 InvestmentsGovtObligationsSch
Name:
Tomlinson Family Foundation
EIN:
45-2428903
US Government Securities - End of Year Book Value:

80,775
US Government Securities - End of Year Fair Market Value:

80,202
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 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, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,475,778. This amount represents 25% or more of the Foundation's net assets of $2,770,001 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. 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.


TY 2023 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 22,073     22,073
State or Local Filing Fees 25     25


TY 2023 OtherProfessionalFeesSchedule
Name:
Tomlinson Family Foundation
EIN:
45-2428903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 2,730 2,730    


TY 2023 TaxesSchedule
Name:
Tomlinson Family Foundation
EIN:
45-2428903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 6,900      
990-PF Extension for 2022 5,500