ISLAM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ISLAM FAMILY FOUNDATION (EIN 02-0683054)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349105835
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:57:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911433436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE KENNEDY MCCULLOCH CPAS PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CAINES ST STE A | AddressLine1Txt |
| City | FRIDAY HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982500971 | 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 | 020683054 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISLAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 3603730453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CHERRY AVE STE 109 | AddressLine1Txt |
| City | BREMERTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC ISLAM | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 3603730453 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| 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 | FRED MCCULLOCH | PreparerPersonNm |
| PTIN | P00957796 | PTIN |
| Phone | 3603782496 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,244,403 | 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 | $4,112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,112 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,112 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,128 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,269 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $974,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $53 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $110,874 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,434 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $30,812 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,734 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,434 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$499 | CashBOYAmt |
| Cash EOY | -$4,753 | CashEOYAmt |
| Cash EOYFMV | -$4,753 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,130,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,065,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,223,019 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,863 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,193,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,080,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,244,403 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $187,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $195,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $464 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $187,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $195,464 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,006,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,885,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,006,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,885,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,193,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,080,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,006,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,672 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,885,194 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,885,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COVERED SHORT TERM | P | 2023-01-01 | 2023-12-31 | $41,637 | $42,027 | -$390 | -$390 |
| COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $59,183 | $60,406 | -$1,223 | -$1,223 |
| NON COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $9,581 | $10,051 | -$470 | -$470 |
| COVERED SHORT TERM | P | 2023-01-01 | 2023-12-31 | $76,964 | $75,183 | $1,781 | $1,781 |
| COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $141,552 | $110,368 | $31,184 | $31,184 |
| COVERED SHORT TERM | P | 2023-01-01 | 2023-12-31 | $66,137 | $67,039 | -$902 | -$902 |
| COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $192,427 | $183,543 | $8,884 | $8,884 |
| NON COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $20,593 | $4,858 | $15,735 | $15,735 |
| NCR ATLEOS | P | 2022-01-01 | 2023-10-31 | $11 | $11 | $11 | |
| COVERED SHORT TERM | P | 2023-01-01 | 2023-12-31 | $82,997 | $90,707 | -$7,710 | -$7,710 |
| NONCOVERED SHORT TERM | P | 2023-01-01 | 2023-12-31 | $77,443 | $77,449 | -$6 | -$6 |
| COVERED LONG TERM | P | 2022-01-01 | 2023-12-31 | $203,255 | $201,133 | $2,122 | $2,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,227 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,539 | SubtotalAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,118 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,118 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $435 | TaxDueAmt |
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 | MARC ISLAM | IndividualWithBooksNm |
| Phone | 3603730453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CHERRY AVE STE 109 | AddressLine1Txt |
| City | BREMERTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98310 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE SMITH | ||||||||
| PO BOX 31757 | BELLINGHAM | WA | 98228 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HILARY HARTER | ||||||||
| PO BOX 6440 | KETCHUM | ID | 83340 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| MARC ISLAM | ||||||||
| 221 GOLF COURSE RD | FRIDAY HARBOR | WA | 98250 | VP/SECRETARY | 000.00 | $0 | $0 | $0 |
| TORY GRUBER | ||||||||
| 2443 N LAFAYETTE AVE | BREMERTON | WA | 98312 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $3,014,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,070,725 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,070,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,024,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,539 | TotalTaxAmt |
| Distributable Before Adj | $149,694 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $149,694 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,694 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,694 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,698 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,384 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,096 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $149,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,306 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,715 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,698 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,384 | ExcessFromYear3Amt |
| Excess From Year2 | $26,096 | ExcessFromYear2Amt |
| Excess From Year1 | $29,231 | ExcessFromYear1Amt |
| Excess From Current Year | $45,306 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLARMINE PREP HIGH SCHOOL | |||||||
| 2300 S WASHINGTON | TACOMA | WA | 98405 | NONE | 501 (C) (3) | STUDENT EDUCATION | $6,000 |
| BREMERTON CTRL LIONS CHARITABLE FOU | |||||||
| PO BOX 707 | BREMERTON | WA | 98337 | NONE | 501 (C) (3) | STUDENT EDUCATION | $7,000 |
| BREMERTON SCHOOL DISTRICT | |||||||
| 134 N MARION | BREMERTON | WA | 98312 | NONE | 501 (C) (3) | STUDENT EDUCATION | $5,000 |
| COLLEGE SUCESS FOUNDATION | |||||||
| 15500 SE 39TH PLACE SUIT | BELLEVUE | WA | 98007 | NONE | 501(C)(3) | STUDENT EDUCATION | $5,000 |
| HARBOR MONTESSORI | |||||||
| 5414 COMTE DR NW | GIG HARBOR | WA | 98385 | NONE | 501 (C) (3) | STUDENT EDUCATION | $15,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| 311 S L STREET | TACOMA | WA | 98415 | NONE | 501 (C) (3) | STUDENT EDUCATION | $4,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| PRAIRIE HIGH SCHOOL | |||||||
| 115 NE 17TH AVE | VANCOUVER | WA | 98604 | NONE | 501 (C) (3) | STUDENT SCHOLARSHIPS | $17,500 |
| ROTARY SCHOLARSHIP FUND | |||||||
| PO BOX 2142 | BREMERTON | WA | 98310 | NONE | 501 (C) (3) | STUDENT SCHOLARSHIPS | $15,000 |
| SALISH SEA SCIENCES | |||||||
| PO BOX 326 | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| SILVERWOOD SCHOOL | |||||||
| 14000 CENTRAL VALLEY ROAD | BREMERTON | WA | 98311 | NONE | 501 (C) (3) | STUDENT EDUCATION | $8,000 |
| SPRINGSTREET INTERNATIONAL SCHOOL | |||||||
| 505 SPRING STREET | FRIDAY HARBOR | WA | 98250 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| THE SAGE SCHOOL | |||||||
| PO BOX 30 | HAILEY | ID | 83333 | NONE | 501(C)(3) | STUDENT SCHOLARSHIPS | $10,000 |
| TURKISH EDUCTIONAL FOUNDATION | |||||||
| 111 B SLADKY AVE | MOUNTAIN VIEW | CA | 94040 | NONE | 501 (C) (3) | STUDENT EDUCATION | $15,000 |
| UNIVERSITY OF OREGON | |||||||
| 360 E 10TH AVE SUITE 202 | EUGENE | OR | 97401 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1087 | TACOMA | WA | 98416 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 620 UNIVERSITY ROAD | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| WA STATE HOME & COMMUNITY EDUCATORS | |||||||
| PO BOX 31757 | BELLINGHAM | WA | 98228 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| LIGHTY SVS 260 | PULLMAN | WA | 99164 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| YMCA PIERCE AND KITSAP COUNTY | |||||||
| 4717 S 19TH SUITE 201 | TACOMA | WA | 98405 | NONE | 501(C)(3) | STUDENT EDUCATION | $5,000 |
| WEST SOUND TECHNICAL SKILLS CENTER | |||||||
| 101 N NATIONAL AVENUE | BREMERTON | WA | 98312 | NONE | 501(C)(3) | STUDENT EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,112 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,269 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,016 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,030 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,874 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,065,320 | EOYBookValueAmt |
| EOYFMV | $3,223,019 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL INCOME TAX | Desc |
| BOY Book Value | $2,863 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| BANK CHARGES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER | $39 | $39 | $39 |
| OTHER | $14 | $14 | $14 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| EOY Book Value | $464 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| WELLS FARGO BROKER FEES | $9,965 |
| SB BROKER FEES | $2,661 |
| SB BROKER FEES | $7,490 |
| SB BROKER FEES | $2 |
| SB BROKER FEES | $10,694 |
| SB BROKER FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CORPORATION LICENSE | |
| FOREIGN TAXES | $544 |
| PRIOR YEAR TAX | $2,863 |
| PRIOR YEAR TAX | $1,745 |
| CURRENT YEAR TAX | $1,582 |