KEITH AND MARY KAY MCCAW FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEITH AND MARY KAY MCCAW FAMILY FOUNDATION (EIN 91-1920617)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202601759349100215
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T17:47:56-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842271310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFINITY GROUP CPAS & CONSULTANTS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12320 NE 8TH ST STE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911920617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH & MARY KAY MCCAW FAMILY FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEIT | BusinessNameControlTxt |
| Phone | 2062821001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TERRY AVENUE NORTH SUITE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KAY MCCAW | PersonNm |
| Person Title | PRESIDENT & TREASURE | PersonTitleTxt |
| Phone | 2062821001 | PhoneNum |
| Signature | 2026-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S SCOTT KRAHLING CPA | PreparerPersonNm |
| PTIN | P00234537 | PTIN |
| Phone | 4255982868 | PhoneNum |
| Preparation | 2026-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,523,492 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $206,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $206,102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$188,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,210,032 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,480 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,480 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $375,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $563,996 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $809 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $809 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,996 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,000 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $16,000 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,827,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,636,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,451,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $373,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,738 | CashBOYAmt |
| Cash EOY | $97,527 | CashEOYAmt |
| Cash EOYFMV | $97,527 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,892 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,926,417 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,688,623 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,688,623 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,483,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,897,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,897,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,035,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,799,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,799,830 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,748,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,523,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,523,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,748,530 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,523,492 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,748,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,523,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,748,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,523,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,748,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,451,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,226,938 | OtherIncreasesAmt |
| Subtotal | $31,523,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,523,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FHLB | P | 2024-06-04 | 2025-04-03 | $440,000 | $440,000 | ||
| THE FINANCIAL SELECT SECTOR SPDR FD | P | 2024-01-04 | 2025-07-09 | $711,552 | $511,971 | $199,581 | $199,581 |
| US TSY NOTE | P | 2023-08-24 | 2025-07-31 | $90,000 | $90,000 | ||
| THE FINANCIAL SELECT SECTOR SPDR FD | P | 2024-01-08 | 2025-07-09 | $340,080 | $246,784 | $93,296 | $93,296 |
| WALMART INC | P | 2022-11-25 | 2025-09-09 | $55,000 | $55,000 | ||
| THE FINANCIAL SELECT SECTOR SPDR FD | P | 2024-05-14 | 2025-07-09 | $146,496 | $117,128 | $29,368 | $29,368 |
| US TSY NOTE | P | 2017-06-27 | 2025-10-28 | $196,555 | $200,810 | -$4,255 | -$4,255 |
| WORKDAY INC CL A | P | 2024-01-08 | 2025-02-19 | $337,993 | $355,028 | -$17,035 | -$17,035 |
| VEEVA SYSTEMS INC CL A | P | 2025-07-21 | 2025-12-15 | $60,061 | $77,328 | -$17,267 | -$17,267 |
| VEEVA SYSTEMS INC CL A | P | 2025-07-21 | 2025-12-16 | $354,308 | $460,855 | -$106,547 | -$106,547 |
| VEEVA SYSTEMS INC CL A | P | 2025-09-25 | 2025-12-16 | $609,750 | $777,590 | -$167,840 | -$167,840 |
| WORKDAY INC CL A | P | 2024-04-30 | 2025-02-19 | $155,997 | $147,287 | $8,710 | $8,710 |
| WORKDAY INC CL A | P | 2024-05-16 | 2025-02-19 | $246,995 | $243,421 | $3,574 | $3,574 |
| DELL TECHNOLOGIES INC CL C | P | 2024-05-14 | 2025-11-17 | $496,398 | $549,985 | -$53,587 | -$53,587 |
| DELL TECHNOLOGIES INC CL C | P | 2024-05-16 | 2025-11-17 | $133,180 | $161,730 | -$28,550 | -$28,550 |
| DELL TECHNOLOGIES INC CL C | P | 2024-06-26 | 2025-11-17 | $108,966 | $124,236 | -$15,270 | -$15,270 |
| DELL TECHNOLOGIES INC CL C | P | 2024-07-31 | 2025-11-17 | $278,467 | $260,442 | $18,025 | $18,025 |
| SCHLUMBERGER LTD | P | 2022-04-04 | 2025-07-21 | $272,985 | $334,748 | -$61,763 | -$61,763 |
| SCHLUMBERGER LTD | P | 2022-06-01 | 2025-07-21 | $175,249 | $244,106 | -$68,857 | -$68,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$188,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$279,370 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,185 | SubtotalAmt |
| Tax Based On Investment Income | $5,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,172 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,172 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,987 | OverpaymentAmt |
| Applied To ES Tax | $13,987 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBRA TAWNEY STROH | IndividualWithBooksNm |
| Phone | 2062821001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TERRY AVENUE NORTH SUITE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY KAY MCCAW | ||||||||
| 201 TERRY AVENUE NORTH SUITE A | SEATTLE | WA | 98109 | PRESIDENT & | 2.00 | $0 | $0 | $0 |
| DEBRA TAWNEY STROH | ||||||||
| 201 TERRY AVENUE NORTH SUITE A | SEATTLE | WA | 98109 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| JOSEPH D WEINSTEIN | ||||||||
| 1201 THIRD AVENUE 2200 | SEATTLE | WA | 98101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST 5200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGRS | ServiceTypeTxt |
| Compensation | $178,693 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,723,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,035,962 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $31,035,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $465,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,570,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,528,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,528,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,185 | TotalTaxAmt |
| Distributable Before Adj | $1,523,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,523,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,523,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,636,559 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,636,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,523,336 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $79,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,636,559 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,523,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,223 | RemainingDistriFromCorpusAmt |
| Total Corpus | $196,858 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $196,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,781 | ExcessFromYear4Amt |
| Excess From Year1 | $79,854 | ExcessFromYear1Amt |
| Excess From Current Year | $113,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKIN (CHILDHAVEN) | ||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | SHELTER/CARE FOR CHILDREN | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | DISASTER RELIEF ASSISTANCE | $130,000 | |
| ARBORETUM FOUNDATION | ||||||||
| 2300 ARBORETUM DR E | SEATTLE | WA | 98112 | NONE | PC | PERSERVING ARBORETUM | $1,000 | |
| BEHIND THE BADGE FOUNDATION | ||||||||
| 8309 165TH AVE NE | REDMOND | WA | 98052 | NONE | PC | LINE OF DUTY FAMILY SUPPORT | $5,000 | STE 205 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| P O BOX 446 | SANTA ROSA | CA | 954020446 | NONE | PC | COMPANION ANIMAL TRAINING | $10,000 | |
| CHILD FUND INTERNATIONAL | ||||||||
| PO BOX 26511 | RICHMOND | VA | 232868818 | NONE | PC | THIRD-WORLD CHILD ASSISTANCE | $5,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 50020-S-200 | SEATTLE | WA | 981455020 | NONE | PC | MEDICAL CARE FOR CHILDREN ENDOWMENT | $10,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE 600 | ARLINGTON | VA | 22202 | NONE | PC | LAND CONSERVATION | $50,000 | |
| CORNISH COLLEGE OF THE ARTS | ||||||||
| 1000 LENORA STREET | SEATTLE | WA | 98121 | NONE | PC | SCHOLARSHIP FUND | $5,000 | |
| CRAZY4PAWS ANIMAL RESCUE | ||||||||
| 1000 N GREEN VALLLEY PKWY | HENDERSON | NV | 89074 | NONE | PC | ANIMAL RESCUE SHELTER | $5,000 | STE 440 |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE1100N | BETHESADA | MD | 20814 | NONE | PC | MEDICAL RESEARCH | $50,000 | |
| DIRECT RELIEF | ||||||||
| 610 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PC | DISASTER RELIEF | $40,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND F | NEW YORK | NY | 10001 | NONE | PC | MEDICAL CARE IN 3RD WORLD COUNTRIES | $10,000 | |
| DONEY COE PET CLINIC | ||||||||
| 2212 QUEEN ANNE AVE N | SEATTLE | WA | 98109 | NONE | PC | VET CARE FOR HOMELESS PETS | $10,000 | STE 702 |
| DRESS FOR SUCCESS | ||||||||
| PO BOX 94194 | LAS VEGAS | NV | 891934194 | NONE | PC | PROFESSIONAL ATTIRE FOR WOMEN | $10,000 | |
| EPIPHANY SCHOOL | ||||||||
| 3710 EAST HOWELL STREET | SEATTLE | WA | 98122 | NONE | PC | ANNUAL FUND | $10,000 | |
| EVERY MOTHER COUNTS | ||||||||
| 333 HUDSON ST STE 1006 | NEW YORK | NY | 10013 | NONE | PC | ESSENTIAL MATERNITY CARE | $5,000 | |
| FRED HUTCHINSON CANCER RESEARCH INS | ||||||||
| P O BOX 19024 | SEATTLE | WA | 981091024 | NONE | PC | CANCER RESEARCH | $45,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||
| 371 E MAINT STREET | SMITHTOWN | NY | 117879897 | NONE | PC | GUIDE DOGS FOR THE BLIND ASSIST | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 560 NACHES AVENUE SW 110 | RENTON | WA | 98057 | NONE | PC | ASSISTED HOUSING FOR KING COUNTY | $70,000 | |
| HEREDITARY DISEASE FOUNDATION | ||||||||
| 3960 BROADWAY 6TH FLOOR | NEW YORK | NY | 10032 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| HOMEWARD BOUND CAT ADOPTION | ||||||||
| PO BOX 60025 | LAS VEGAS | NV | 89160 | NONE | PC | ANIMAL RESCUE SHELTER | $10,000 | |
| HOPELINK | ||||||||
| 8990 154TH AVENUE NE | REDMOND | WA | 98052 | NONE | PC | FAMILY ASSISTANCE PROGRAM | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 1200 S 192ND ST | SEATAC | WA | 98148 | NONE | PC | REFUGEE SUPPORT | $50,000 | STE 101 |
| JUVENILE DIABETES RESEARCH FNDN | ||||||||
| 1215 FOURTH AVENUE 1400 | SEATTLE | WA | 98101 | NONE | PC | JUVENILE DIABETES RESEARCH | $30,000 | |
| KETCHUMSUN VALLEY VOLUNTEER FIREFI | ||||||||
| P O BOX 966 | KETCHUM | ID | 83340 | NONE | PC | PROGRAMS FOR VOLUNTEER FIREFIGHTERS | $1,000 | |
| LAKESIDE SCHOOL | ||||||||
| 14050 FIRST AVENUE NE | SEATTLE | WA | 98103 | NONE | PC | ANNUAL FUND | $50,000 | |
| LIFEWIRE | ||||||||
| P O BOX 6398 | BELLEVUE | WA | 980080398 | NONE | PC | DOMESTIC VIOLENCE SHELTER | $40,000 | |
| LIGHTHOUSE CHARITIES | ||||||||
| 3435 W CHEYANNE AVE | LAS VEGAS | NV | 89032 | NONE | PC | LOW INCOME FAMILY SUPPORT | $20,000 | STE 103 |
| MOUNTAIN HUMANE | ||||||||
| PO BOX 1496 | HAILEY | ID | 83340 | NONE | PC | ANIMAL SHELTER & EDUCATION | $5,000 | |
| NORTHWEST HARVEST | ||||||||
| P O BOX 12272 | SEATTLE | WA | 98101 | NONE | PC | FOOD BANK | $10,000 | |
| PRATT FINE ARTS CENTER | ||||||||
| 1902 S MAIN | SEATTLE | WA | 98144 | NONE | PC | ARTS SCHOOL - ENDOWMENT FUND | $5,000 | |
| PRISONERS FOR CHRIST | ||||||||
| PO BOX 1530 | WOODINVILLE | WA | 980721530 | NONE | PC | SERVICES TO PRISONERS & FAMILIES | $2,000 | |
| PROJECT 150 | ||||||||
| 3600 N RANCO DR | LAS VEGAS | NV | 89130 | NONE | PC | FREE CLOTHING AND FOOD SUPPORT | $10,000 | |
| PURRFECT PALS CAT SHELTER & SANCTUA | ||||||||
| 230 MCRAE ROAD NE | ARLINGTON | WA | 98223 | NONE | PC | ANIMAL SHELTER | $1,000 | |
| REFUGEE FOR WOMEN | ||||||||
| 1000 N GREEN VALLEY PKWY | HENDERSON | NV | 89074 | NONE | PC | EMERGENCY HOUSING | $40,000 | |
| SAFE NEST | ||||||||
| 3900 MEADOWS LANE | LAS VEGAS | NV | 89107 | NONE | PC | DOMESTIC VIOLENCE SUPPORT | $30,000 | |
| SEATTLE AQUARIUM SOCIETY | ||||||||
| 1415 WESTERN AVE STE 505 | SEATTLE | WA | 981012051 | NONE | PC | ANNUAL FUND & OCEAN PAVIL CAMPAIGN | $20,000 | |
| SEATTLE ART MUSEUM | ||||||||
| 1300 FIRST AVENUE | SEATTLE | WA | 98101 | NONE | PC | ANNUAL FUND | $10,000 | |
| SEATTLE CHILDREN'S THEATRE | ||||||||
| 201 THOMAS STREET | SEATTLE | WA | 981094535 | NONE | PC | PERFORMANCE ARTS | $10,000 | |
| SHINE A LIGHT FOUNDATION | ||||||||
| 2320 HIGHLAND DRIVE | LAS VEGAS | NV | 89102 | NONE | PC | HOMELESSNESS SUPPORT | $30,000 | |
| SMILE TRAIN | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | MEDICAL CARE FOR CLEFT LIPS | $5,000 | 9TH FLOOR |
| SMILES FOREVER | ||||||||
| P O BOX 217 | RENTON | WA | 98057 | NONE | PC | WOMEN IN POVERTY ASSISTANCE | $5,000 | |
| SNOW LEOPARD'S TRUST | ||||||||
| 4649 SUNNYSIDE AVENUE N | SEATTLE | WA | 981039986 | NONE | PC | PROTECTION FOR SNOW LEOPARDS | $5,000 | |
| SR3 SEALIFE RESPONSE REHAB & RESEA | ||||||||
| 22650 DOCK AVE S | DES MOINES | WA | 98198 | NONE | PC | SEALIFE REHAB AND RESEARCH | $5,000 | |
| ST JAMES CATHEDRAL | ||||||||
| 804 NINTH AVENUE | SEATTLE | WA | 98104 | NONE | SO-DP | ANNUAL FUND | $5,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| POST OFFICE BOX 203 | SUN VALLEY | ID | 83353 | NONE | PC | EDUCATION PROGRAM | $5,000 | |
| SUSAN G KOMEN BREAST CANCER FNDTN | ||||||||
| P O BOX 650309 | DALLAS | TX | 752650309 | NONE | PC | BREAST CANCER RESEARCH | $10,000 | |
| TEAM SURVIVOR NW | ||||||||
| 200 NE PACIFIC ST | SEATTLE | WA | 98105 | NONE | PC | HEALTH PROGRAMS FOR CANCER SURVIVORS | $5,000 | STE 101 |
| THE ANIMAL FOUNDATION | ||||||||
| 655 N MOJAVE ROAD | LAS VEGAS | NV | 89101 | NONE | PC | ANIMAL SHELTER | $50,000 | |
| THE SHADE TREE | ||||||||
| PO BOX 94856 | LAS VEGAS | NV | 891934856 | NONE | PC | DOMESTIC VIOLENCE SHELTER | $50,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 9219 | SEATTLE | WA | 98109 | NONE | PC | HOME/FOOD SERVICES | $5,000 | |
| THE STANFORD FUND | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | UNDERGRADUATE EDUCATION FUND | $50,000 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | PC | MILITARY MORALE SUPPORT | $5,000 | |
| THREE SQUARE FOOD BANK | ||||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89101 | NONE | PC | FOOD BANK | $50,000 | |
| TREEHOUSE | ||||||||
| 2100 - 24TH AVENUE S 20 | SEATTLE | WA | 981444632 | NONE | PC | FOSTER CHILDREN ASSISTANCE | $10,000 | |
| UNIVERSITY MEDICAL CENTER FOUNDATIO | ||||||||
| 1800 W CHARLESTON BLVD | LAS VEGAS | NV | 89102 | NONE | PC | SUPPORT HIGHEST LEVEL OF CARE | $50,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| BOX 359505 | SEATTLE | WA | 981959505 | NONE | SO-DP | EDUCATION FUND & HEALTH INSTITUTE | $315,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 372406310 | NONE | PC | UNDERGRADUATE EDUCATION FUND | $50,000 | PBM 406310 |
| VESTED INTEREST IN K9'S | ||||||||
| PO BOX 9 | E TAUNTON | MA | 02718 | NONE | PC | VESTS FOR FIRST RESPONDER CANINES | $10,000 | |
| WOODLAND PARK ZOO | ||||||||
| 601 N 59TH STREET | SEATTLE | WA | 98103 | NONE | PC | ENDOWMENT FUND | $50,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | ENDANGERED SPECIES FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,615,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,102 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,414 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$188,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $375,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,579 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC 3.15% 08/22/27 | $100,247 | $100,247 |
| APPLE INC | $149,521 | $149,521 |
| APPLE INC 3.2% 05/11/27 | $99,906 | $99,906 |
| AMERICAN CRYSTAL SUGAR | $227,487 | $227,487 |
| BANK AMER CORP 3.974% 02/07/30 | $15,164 | $15,164 |
| COMCAST CORP | $116,860 | $116,860 |
| DUKE ENERGY PROGRESS 3.45% 03/15/29 | $64,694 | $64,694 |
| ELI LILLY & CO 4.15% | $102,169 | $102,169 |
| ELI LILLY & CO 4.7% | $155,769 | $155,769 |
| FHLB | ||
| HONEWYWELL INTER | $282,463 | $282,463 |
| INTERNATIONAL BUSINESS MACHINES | $137,280 | $137,280 |
| JOHN DEERE CAPITAL CORP | $498,580 | $498,580 |
| JPMORGAN CHASE 3.702% 05/06/30 | $14,868 | $14,868 |
| MASTERCARD INC | $198,294 | $198,294 |
| MONDELEZ INTERNATIONAL | $352,008 | $352,008 |
| PFIZER INC | $111,151 | $111,151 |
| PHARMACIA CORP 6.6% 12/01/28 | $62,933 | $62,933 |
| ROYAL BANK OF CAN | $260,821 | $260,821 |
| STARBUCKS CORP | $275,769 | $275,769 |
| THERMO FISHER SCI | $132,012 | $132,012 |
| UNITEDHEALTH GROUP | $282,553 | $282,553 |
| VISA INC | $159,281 | $159,281 |
| WALMART INC 3.9% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $315,606 | $315,606 |
| ABBVIE INC | $754,017 | $754,017 |
| ADVANCED MICRO DEVICES | $1,242,128 | $1,242,128 |
| ALPHABET INC CLASS A | $838,840 | $838,840 |
| ALPHABET INC CLASS C | $953,952 | $953,952 |
| AMGEN INC | $932,834 | $932,834 |
| APPLE INC. | $1,277,742 | $1,277,742 |
| ARM HOLDINGS PLC | $907,273 | $907,273 |
| BERKSHIRE HATHAWAY INC CLASS B | $1,507,950 | $1,507,950 |
| BLACKSTONE GROUP INC | $1,077,814 | $1,077,814 |
| CHEVRON CORP. | $398,704 | $398,704 |
| DELL TECHNOLOGIES INC | ||
| DISNEY | $511,965 | $511,965 |
| EXXON MOBIL | $255,963 | $255,963 |
| FINANCIAL SELECT SECTOR SPDR ETF | ||
| HOME DEPOT INC | $351,670 | $351,670 |
| INVESCO EXCHANGE TRADED FUND | $2,325,730 | $2,325,730 |
| ISHARES CORE S&P US GROWTH ETF | $4,677,129 | $4,677,129 |
| ISHARES NASDAQ BIOTECH ETF | $759,465 | $759,465 |
| MONDELEZ INTL INC | $250,579 | $250,579 |
| NEXTERA ENERGY INC | $655,888 | $655,888 |
| NORFOLK SOUTHERN CORP | $238,483 | $238,483 |
| OCCIDENTAL PETE CORP | $464,656 | $464,656 |
| PALO ALTO NETWORKS INC | $1,031,520 | $1,031,520 |
| SCHLUMBERGER LTD | ||
| SPDR S&P BIOTECH ETF | $1,219,300 | $1,219,300 |
| UNION PAC CORP COM | $948,412 | $948,412 |
| WORKDAY INC |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $809 | LegalFeesAmt |
| Disbursements Charitable Prps | $809 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,480 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,480 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $3,226,938 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES 6842 | $13,032 | $13,032 |
| INVESTMENT MANAGEMENT FEES 6843 | $165,660 | $165,660 |
| CLARIUS GROUP FEES | $12,304 | $12,304 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $16,000 | Amt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |