DULUDE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DULUDE FAMILY FOUNDATION INC (EIN 16-1521663)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349105105
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:30:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161113141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G ULLMAN & ASSOC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1424 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161521663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUDE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 4255036780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M DULUDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4255036780 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | DULUDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL A MASLER CPA | PreparerPersonNm |
| PTIN | P00404447 | PTIN |
| Phone | 6079363785 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,815,379 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$37,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,889 | CashBOYAmt |
| Cash EOY | $28,825 | CashEOYAmt |
| Cash EOYFMV | $28,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,582,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,394,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,728,654 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,644,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,481,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,815,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,644,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,481,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,644,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,481,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,644,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,481,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,644,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,481,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,481,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $63,952 | $72,641 | -$8,689 | -$8,689 |
| PUBLICLY TRADED SECURITIES | $334,568 | $378,120 | -$43,552 | -$43,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$52,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN M DULUDE | IndividualWithBooksNm |
| Phone | 4255036780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET SUITE 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JONATHAN M DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| LEZLI A DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | SECRETARY/DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOEL DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | VICE PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,625,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,733,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,733,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,707,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,378 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $85,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,040 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,040 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,520 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,858 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LIBRARY FOUNDAION | |||||||
| PO BOX 66 | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO SUPPORT LIBRARY RESOURCES SERVICES AND FACILITIES | $1,500 |
| AUSBON SARGENT LAND PRESERVATION TRUST | |||||||
| PO BOX 2040 | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT LAND PRESERVATION | $10,000 |
| BELLEVUE ARTS MUSEUM | |||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS | $3,000 |
| BRAIN INJURY ALLIANCE | |||||||
| 113 CHERRY STREET | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | TO SUPPORT AND INCREASE PUBLIC AWARENESS FOR THOSE AFFECTED BY BRAIN INJURY | $1,000 |
| CLARKSON UNIVERSITY | |||||||
| BOX 5510 | POTSDAM | NY | 13699 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCATION | $2,500 |
| COA CHAPIN SENIOR CENTER | |||||||
| 37 PLEASANT ST | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT SENIOR CITIZENS USING THE CHAPIN SENIOR CENTER | $2,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER TREATMENTS | $1,540 |
| DRIVE FORE THE TROOPS | |||||||
| 7515 SHADOW CREEK DR | SUMMERFIELD | NC | 27358 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE FUNDING FOR ACTIVE DUTY TROOPS AND THEIR FAMILIES | $520 |
| FRIENDS OF MOUNTAIN RESCUE | |||||||
| PO BOX 1094 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | TO SUPPORT VAIL MOUNTAIN RESCUE FOR SUPPLIES AND NEW EQUIPMENT. | $1,500 |
| KIRKLAND PERFORMANCE CENTER | |||||||
| 350 KIRKLAND AVENUE | KIRKLAND | WA | 98033 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS AND A COMMUNITY CONNECTED BY CULTURE | $500 |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| 63 MAIN STREET | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO PRESERVE AND ENHANCE THE ENVIRONMENT OF THE LAKE SUNAPEE REGION | $5,000 |
| LAKE SUNAPEE REGION VNA & HOSPICE | |||||||
| PO BOX 2209 | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT LAKE SUNAPEE REGION VISITING NURSE ASSOCIATION AND HOME HEALTH CARE | $10,000 |
| LIFE SUPPORT | |||||||
| PO BOX 264 | SOUTH CLE ELUM | WA | 98943 | NONE | PUBLIC CHARITY | TO SUPPORT FIRE AND EMERGENCY RESCUE SERVICES FOR KITTITAS COUNTY | $5,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVE SUITE 300 | PORTLAND | OR | 97223 | NONE | PUBLIC CHARITY | TO SUPPORT EFFORTS TO SURE PSORIATIC DISEASE AN IMPROVE THE LIVES OF THOSE AFFECTED | $1,000 |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | NONE | PUBLIC CHARITY | TO SUPPORT THE FIGHT AGAINST HUNGER IN NEW HAMPSHIRE | $10,000 |
| NEW HAMPSHIRE LAKES ASSOCIATION | |||||||
| 14 HORSESHOE POND LANE | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT THE PROTECTION OF LAKES AND THEIR WATERSHEDS THROUGH EDUCATION AND ADVOCACY | $1,000 |
| NORTHWEST HOPE & HEALING FOUNDATION | |||||||
| 600 STEWART ST SUITE 400 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | TO SUPPORT WOMEN AND THEIR FAMILIES WHILE THEY ARE TREATED FOR BREAST AND GYNECOLOGICAL CANCERS | $1,500 |
| PERRY TECHNICAL INSTITUTE | |||||||
| 2011 W WASHINGTON AVE | YAKIMA | WA | 98903 | NONE | PUBLIC CHARITY | TO SUPPORT TECHNICAL HIGHER EDUCATION | $2,500 |
| PINECREST GARDENS | |||||||
| 11000 RED ROAD | PINECREST | FL | 33156 | NONE | PUBLIC CHARITY | SUPPORT COLLECTION AND TO MAINTAIN DIVERSE PLANT COLLECTION FOR CONSERVATION AND CULTURAL PROGRAMS | $2,500 |
| PROTECT OUR WATERS | |||||||
| 4676 BROADWAY | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | TO SUPPORT CLIMATE ADVOCACY | $1,500 |
| SALVATION ARMY | |||||||
| PO BOX 9219 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT HUMAN WELFARE | $10,000 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE | $500 |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT NEW HAMPSHIRE'S FORESTS, LANDSCAPES AND NATURAL RESOURCES | $2,000 |
| SULLIVAN COUNTY HUMANE SOCIETY | |||||||
| 14 TREMONT STREET | CLAREMONT | NH | 03743 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE AND QUALITY OF LIFE, FIND FOREVER HOMES AND SUPPORT SPAY/NEUTER PROGRAMS | $500 |
| SUNAPEE HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO SUPPORT HISTORY AND PRESERVATION OF HISTORICAL ARCHIVES IN THE SUNAPEE COMMUNITY. | $2,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE | SYRACUSE | NY | 13244 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCTAION | $2,500 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | TO SUPPORT & DEVELOP HIGH PERFORMING TALENT FOR STEM CAREERS | $5,000 |
| THE FELLS HISTORIC ESTATE & GARDENS | |||||||
| PO BOX 276 | NEWBURY | NH | 03255 | NONE | PUBLIC CHARITY | TO SUPPORT HISTORIC ESTATE, GARDENS AND HIKING TRAILS ON LAKE SUNAPEE | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | TO SUPPORT GLOBAL CONSERVATION AND THE LANDS AND WATERS FOR WHICH ALL LIFE DEPENDS | $1,500 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD ROUTE 10 | ENFIELD | NH | 03748 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE | $10,000 |
| WASHINGTON TALKING BOOK & BRAILLE LIBRARY | |||||||
| PO BOX 40222 | OLYMPIA | WA | 98504 | NONE | PUBLIC CHARITY | TO SUPPORT ACCESS TO INFORMATION AND READING MATERIALS FOR WASHINGTON RESIDENTS UNABLE TO READ STANDARD PRINT | $500 |
| YOUTH EASTSIDE SERVICES | |||||||
| 999 164TH AVENUE NE | BELLEVUE | WA | 98008 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH, MENTAL HEALTH COUNSELING AND SUBSTANCE ABUSE TREATMENT IN E KING CO. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$37,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$37,574 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK | StockNm |
| EOY Book Value | $1,394,992 | EOYBookValueAmt |
| EOYFMV | $1,728,654 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - NYS | $250 | $250 | $0 |
| BANK & TRANSACTION FEES | $20 | $20 | $0 |
| QUICKBOOKS | $397 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,103 | Amt |
| Net Investment Income | $15,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |