PRIME FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PRIME FOUNDATION (EIN 46-1389926)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349103708
- 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
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T14:34:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813917978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPSTONE CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 FOURTH AVE SUITE 1430 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | 461389926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRIME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIM | BusinessNameControlTxt |
| Phone | 4257475200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12708 197TH PL NE | AddressLine1Txt |
| City | WOODINVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC REICHANADTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4257475200 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | REICHANADTER | 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 | TM FRIEDRICHSEN | PreparerPersonNm |
| PTIN | P00339213 | PTIN |
| Phone | 2067343780 | PhoneNum |
| Preparation | 2024-05-09 | 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 | $1,084,964 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $265 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $265 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,804 | 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 |
| Legal Fees Rev And Expnss | $5,645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,149 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,201 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,201 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | $167,374 | CashEOYAmt |
| Cash EOYFMV | $167,374 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,865 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $803,960 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $897,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $897,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $894,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,084,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,084,964 | 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 | $894,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,084,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $894,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,084,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $894,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,084,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $894,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,939 | OtherIncreasesAmt |
| Subtotal | $1,084,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,084,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB US MC ETF | 2023-08-31 | $37 | $36 | $1 | $1 | |
| CHARLES SCHWAB US REIT ETF | 2023-08-31 | $4 | $4 | $0 | $0 | |
| ISHARES SELECT DIVIDEND ETF | 2023-08-31 | $72 | $72 | $0 | $0 | |
| SCHWAB EMERGING MARKETS ETF | 2023-08-31 | $11 | $11 | $0 | $0 | |
| SCHWAB INTERNATIONSL EQUITY ETF | 2023-08-31 | $7 | $7 | $0 | $0 | |
| SCHWAB SHORT TERM US TREASURY ETF | 2023-08-31 | $39 | $39 | $0 | $0 | |
| SCHWAB US AGGREGATE BOND ETF | 2023-08-31 | $44 | $44 | $0 | $0 | |
| SCHWAB US DIVIDEND EQUITY ETF | 2023-08-31 | $35 | $34 | $1 | $1 | |
| SCHWAB US LARGE CAP GROWTH ETF | 2023-08-31 | $12 | $12 | $0 | $0 | |
| SCHWAB US SMALL CAP ETF | 2023-08-31 | $32 | $30 | $2 | $2 | |
| CAPITAL GAINS DIVIDENDS | $9,007 | $9,007 | $9,007 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $942 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $517 | OverpaymentAmt |
| Applied To ES Tax | $517 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 | ERIC REICHANADTER | IndividualWithBooksNm |
| Phone | 4258904464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12708 197TH PL NE | AddressLine1Txt |
| City | WOODINVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98077 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC REICHANADTER | ||||||||
| 12708 197TH PL NE | WOODINVILLE | WA | 98077 | PRESIDENT, SENIOR DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACQUELINE REICHANADTER | ||||||||
| 12708 197TH PL NE | WOODINVILLE | WA | 98077 | SECRETARY/TREASURER ASSOCI | 1.00 | $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 | $843,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $921,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $921,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $907,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $44,935 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,935 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,201 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,900 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $219,892 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,213 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $694,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,266 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $703,801 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $184,900 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $518,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219,892 | ExcessFromYear4Amt |
| Excess From Year3 | $123,530 | ExcessFromYear3Amt |
| Excess From Year2 | $166,213 | ExcessFromYear2Amt |
| Excess From Current Year | $9,266 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC REICHANADTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12708 197TH PLACE NE | AddressLine1Txt |
| City | WOODINVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4257475200 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIDGE OF PROMISE | ||||||
| PO BOX 1053 | CARNATION | WA | 98014 | PC | GENERAL SUPPORT | $25,000 |
| MISSION CITY COMMUNITY FUND | ||||||
| PO BOX 587 | SANTA CLARA | CA | 95052 | PC | GENERAL SUPPORT | $4,201 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,201 | 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 | $265 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,804 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERIC AND JACQUELINE REICHANADTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12708 197TH PL NE | AddressLine1Txt |
| City | WOODINVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT APPLICATION PROCESS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 10, PART XV, LINE 2B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING INFORMATION IS REQUIRED OF ALL GRANT APPLICANTS:1.COVER SUMMARY PAGE:O NAME OF ORGANIZATION, INDIVIDUAL, OR PROJECTO CONTACT INFORMATION: NAME, ADDRESS, PHONE, FAX, E-MAILO TOTAL AMOUNT OF GRANT REQUESTO BRIEF DESCRIPTION OF THE REQUESTO QUALIFICATIONS UNDER WHICH APPLICATION IS BEING MADE (SEE ITEM 8)2.GRANT PROPOSAL:O MAXIMUM LENGTH, TWO PAGES DOUBLE-SPACED, 12-POINT TYPE.O IF MORE SPACE IS NEEDED, INCLUDE SUCCINCT ADDITIONAL MATERIAL IN AN APPENDIX.O IF REQUEST IS FOR MORE THAN ONE PROJECT OR PROGRAM - PRIORITIZE NEEDS.3.BACKGROUND INFORMATION:A BRIEF CHARACTERIZATION OF THE PROPOSED INITIATIVE OR ORGANIZATION, ALONG WITH A DESCRIPTION OF THE MISSION STATEMENT, ACTIVITIES, AND SCHEDULES. ALSO MUST PROVIDE CLEAR PRESENTATION OF OVERALL FUNDING NEEDS.4.RELEVANCY:DESCRIBE HOW THE PROPOSED INITIATIVE RELATES TO ADDRESSING ISSUES OF CONCERN TO THE GENERAL PUBLIC. 5.BUDGET (THE FOLLOWING INFORMATION IS REQUESTED WHERE APPLICABLE):O A BUDGET FOR THE PROJECT(S), PROGRAM(S), OR WORK FOR WHICH INTENDED BY THIS PROPOSALO CURRENT YEAR'S AND NEXT YEAR'S OPERATING BUDGET WHERE APPROPRIATEO DESCRIBE INCOME SOURCES, GIVING CONSTITUENCY, AND ANY FUNDS RECEIVED OR PROMISED FOR THIS ENDEAVOR6.PERFORMANCE REPORT:APPLICANTS ARE REQUESTED TO SUBMIT A REPORT ON THE GRANT ACTIVITIES TO THE FOUNDATION WITHIN A YEAR OF RECEIPT OF THE AWARD. IF A PREVIOUS GRANT(S) HAS BEEN RECEIVED, A GRANT REPORT MUST ACCOMPANY THIS PROPOSAL. REPORT MUST BE CLEARLY IDENTIFIED AS SUCH AND BE ON A SEPARATE PAGE OR PAGES. THE REPORT HELPS US NOT ONLY UNDERSTAND WHAT WAS ACCOMPLISHED, BUT ALSO TO HELP US LEARN FROM THE GRANTEE PERSPECTIVE ABOUT THE EFFECTIVENESS OF OUR GRANTING PROCESS. ATTACH EXTRA PAGES OR OTHER MATERIALS THAT ARE RELEVANT TO REPORTING ON THE GRANT.PROJECT NAME:ORGANIZATION OR INDIVIDUAL NAME:1. REPORT ON HOW YOU EXPENDED THE GRANT MONEY TO ACCOMPLISH YOUR PROPOSED PROJECT OR IMPLEMENT YOUR PROGRAM.2. HOW DID RECEIVING THE GRANT CHANGE OR IMPROVE YOUR ORGANIZATION OR PROJECT? PLEASE INCLUDE IN THIS RESPONSE ANY INSIGHTS, INSPIRATIONS OR HINDRANCES YOU ENCOUNTERED.3. IN FULFILLING YOUR GRANT ACTIVITY, WHAT KINDS OF MUTUAL SUPPORT WERE FOSTERED AMONG YOUR PEERS OR PEER ORGANIZATIONS, AND HOW WERE YOU ABLE TO WORK WITH OTHER KINDS OF INITIATIVES OR CORPORATIONS?4. PLEASE INCLUDE WITH YOUR REPORT VISUAL DOCUMENTATION (SUCH AS PHOTOGRAPHS, ARTWORK, OR CHARTS, ETC.) OF YOUR PROJECT OR PROGRAM THAT WILL SHOW US WHAT YOU DID AND THAT MAY ALSO BE USED FOR PURPOSES OF PUBLICITY.SUBMITTED BY:SIGNED:DATE:7.FUTURE DEVELOPMENT:INDICATE PLAN FOR ENABLING THE CONTINUED VIABILITY OF PROPOSED WORK. THIS COULD INCLUDE PLANS FOR EXPANDING FUNDING BASE SUPPORT AND OTHER SOURCES OF CURRENT AND FUTURE FUNDING8. QUALIFICATIONS:PROVIDE DOCUMENTATION AS APPROPRIATE TO INDIVIDUAL OR ORGANIZATIONAL STATUS. PLEASE SEND A LIST OF OFFICERS AND DIRECTORS, YOUR FEDERAL EMPLOYER IDENTIFICATION NUMBER FEIN), A CURRENT BROCHURE, AND IF TAX EXEMPT, INCLUDE IRS SECTION 501(C)(3) LETTER OF DETERMINATION. IF THERE IS AN IRS DETERMINATION OTHER THAN SECTION 501(C)(3), PLEASE INDICATE THIS ON COVER SUMMARY.8. QUALIFICATIONS:PROVIDE DOCUMENTATION AS APPROPRIATE TO INDIVIDUAL OR ORGANIZATIONAL STATUS. PLEASE SEND A LIST OF OFFICERS AND DIRECTORS, YOUR FEDERAL EMPLOYER IDENTIFICATION NUMBER FEIN), A CURRENT BROCHURE, AND IF TAX EXEMPT, INCLUDE IRS SECTION 501(C)(3) LETTER OF DETERMINATION. IF THERE IS AN IRS DETERMINATION OTHER THAN SECTION 501(C)(3), PLEASE INDICATE THIS ON COVER SUMMARY. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AAA/HIMCO SHORT DURATION FUND | FMV | $45,393 | $45,393 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND | FMV | $25,071 | $25,071 |
| AMERICAN FUNDS WASHINGTON MUTUAL FUND | FMV | $46,365 | $46,365 |
| BAIRD MIDCAP FUND | FMV | $26,558 | $26,558 |
| CHARLES SCHWAB US MC ETF | FMV | $31,860 | $31,860 |
| CHARLES SCHWAB US REIT ETF | FMV | $22,719 | $22,719 |
| ISHARES SELECT DIVIDEND ETF | FMV | $104,091 | $104,091 |
| LOOMIS SAYLES GROWTH FUND | FMV | $41,859 | $41,859 |
| LORD ABBETT SHORT DURATION INCOME FUND | FMV | $43,958 | $43,958 |
| MFS VALUE FUND | FMV | $41,348 | $41,348 |
| RUSSELL INVESTMENTS GLOBAL REAL ESTATE SECURITIES FUND | FMV | $22,527 | $22,527 |
| SCHWAB EMERGING MARKETS EQUITY ETF | FMV | $18,568 | $18,568 |
| SCHWAB INTERNATIONAL EQUITY ETF | FMV | $25,798 | $25,798 |
| SCHWAB S&P 500 INDEX FUND | FMV | $79,210 | $79,210 |
| SCHWAB SHORT TERM US TREASURY ETF | FMV | $42,442 | $42,442 |
| SCHWAB US AGGREGATE BOND ETF | FMV | $41,911 | $41,911 |
| SCHWAB US DIVIDEND EQUITY ETF | FMV | $126,528 | $126,528 |
| SCHWAB US LARGE CAP GROWTH ETF | FMV | $46,292 | $46,292 |
| SCHWAB US SMALL CAP ETF | FMV | $39,115 | $39,115 |
| ALLSPRING SPECIAL MID CAP | FMV | $26,112 | $26,112 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,645 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRATION FEES | $45 | $0 | $0 |
| BANK CHARGES | $50 | $0 | $0 |
| ADVISORY FEES | $1,149 | $1,149 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS ON INVESTMENTS - CURRENT YEAR | Desc |
| Amt | $70,939 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $800 | $0 | $0 |
| FOREIGN INCOME TAX | $68 | $68 | $0 |