THE ARBUTUS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ARBUTUS FAMILY FOUNDATION (EIN 26-0856094)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-18
- IRS object ID
- 202432009349100838
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-18T22:00:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 260856094 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Arbutus Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ARBU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA SCHUSTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMANDA | PersonFirstNm |
| Person Last | SCHUSTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,001,950 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $572 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,182 | GrossSalesPriceAmt |
| Total Rev And Expnss | $36,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,226 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $313 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,736 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,779 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $828,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $799,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $956,243 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $859,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $844,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $859,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $844,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $859,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $844,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $859,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $844,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $859,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,402 | ExcessRevenueOverExpensesAmt |
| Subtotal | $844,973 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $844,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $265,182 | GrossSalesPriceAmt |
| Cost Or Other Basis | $252,814 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $303 | SubtotalAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $197 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amanda Schuster | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $929,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,377 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $938,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $46,602 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,602 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,236 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $48,236 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,408 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $48,236 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,408 | AppliedToYear1Amt |
| Applied To Current Year | $1,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $44,774 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Amanda Schuster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDON INC | |||||||
| 13941 219TH AVE NE | WOODINVILLE | WA | 98077 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | Charitable Event | $1,000 |
| CHARITY NAVIGATOR | |||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $500 |
| CHILD FOUNDATION | |||||||
| 2020 NE 102ND AVE | PORTLAND | OR | 97220 | N/A | PC | General & Unrestricted | $1,000 |
| CLASSICAL 98 1 | |||||||
| 363 MERCER ST 200 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $500 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE STE 314 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $1,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | Charitable Event | $1,000 |
| EASTWEST FOOD RESCUE | |||||||
| 17641 GARDEN WAY NE | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $500 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF SAMMAMISH VALLEY FOUNDATION | |||||||
| 14241 NE WOODINVILLE DUVALL RD | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $1,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $1,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| GOOD360 | |||||||
| 675 N WASHINGTON ST STE 330 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 560 NACHES AVE SW | RENTON | WA | 98057 | N/A | PC | General & Unrestricted | $1,000 |
| HOMEWARD PET ADOPTION CENTER | |||||||
| 13132 NE 177TH PL | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $500 |
| HOPELINK | |||||||
| 8990 154TH AVE NE | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $1,000 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RELIEF TEAMS | |||||||
| 3545 CAMINO DEL RIO S STE A | SAN DIEGO | CA | 92108 | N/A | PC | General & Unrestricted | $1,000 |
| MALTBY FOOD BANK | |||||||
| 21104 86TH AVE SE | SNOHOMISH | WA | 98296 | N/A | PC | General & Unrestricted | $1,000 |
| MARYS PLACE SEATTLE | |||||||
| 1830 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | Charitable Event | $2,500 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | Charitable Event | $2,500 |
| MEDIC ONE FOUNDATION | |||||||
| 11747 NE 1ST ST STE 310 | BELLEVUE | WA | 98005 | N/A | PC | Charitable Event | $500 |
| MEDICAL TEAMS INTERNATIONAL - WASHINGTON OFFICE | |||||||
| 1920 116TH AVE NE STE 201 | BELLEVUE | WA | 98004 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $2,000 |
| PASADOS SAFE HAVEN | |||||||
| PO BOX 171 | SULTAN | WA | 98294 | N/A | PC | General & Unrestricted | $500 |
| SERVE OUR DOG AREAS SODA | |||||||
| 16546 NE 98TH CT | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $500 |
| SHELTER BOX USA | |||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93150 | N/A | PC | General & Unrestricted | $1,000 |
| STOREHOUSE FOOD BANK | |||||||
| 17110 140TH AVE NE | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $500 |
| SUMMIT ASSISTANCE DOGS | |||||||
| PO BOX 699 | ANACORTES | WA | 98221 | N/A | PC | General & Unrestricted | $1,000 |
| THE FISTULA FOUNDATION | |||||||
| 1700 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,000 |
| THE MOUNTAINS TO SOUND GREENWAY TR | |||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,000 |
| VASHON MAURY COMMUNITY FOOD BANK | |||||||
| PO BOX 1205 | VASHON | WA | 98070 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 2ND AVE STE 300 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| WATER MISSIONS INTERNATIONAL | |||||||
| PO BOX 63320 | CHARLOTTE | NC | 28263 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $572 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,373 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MAR | $46,836 | $45,016 |
| ISHARES CORE US REIT ETF | $28,467 | $28,358 |
| ISHARES JP MORGAN USD EM MKTS | $37,874 | $29,395 |
| ISHARES TRUST RUSSELL MIDCAP I | $4,783 | $8,574 |
| SPDR PORTFOLIO SMALL CAP ETF | $36,832 | $38,763 |
| VANGUARD DIVIDEND APPRECIATION | $45,207 | $75,298 |
| VANGUARD DIVIDEND GROWTH FD | $7,025 | $11,568 |
| VANGUARD FTSE DEVELOPED MARKET | $167,793 | $185,009 |
| VANGUARD MID-CAP ETF | $11,727 | $16,554 |
| VANGUARD S&P 500 ETF | $162,711 | $264,432 |
| VANGUARD TOTAL BOND MARKET ETF | $109,965 | $110,840 |
| VANGUARD ULTRA ST BND ADMR | $105,187 | $105,944 |
| WORLD GOLD TRUST SPDR GOLD MIN | $34,859 | $36,492 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $8,736 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $8,736 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,226 | Amt |
| Net Investment Income | $2,226 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2022 | CategoryTxt |
| Amt | $313 | Amt |