EMERALD-SKY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMERALD-SKY FOUNDATION (EIN 68-0371471)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349102094
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:13:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910936603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & CO PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY STE 250 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980337948 | 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 | 680371471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERALD SKY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN J NATT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMER | BusinessNameControlTxt |
| Phone | 4154613650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SKY ROAD | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J NATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154613650 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | DEYONNE R TEGMAN | PreparerPersonNm |
| PTIN | P00331209 | PTIN |
| Phone | 4258224080 | PhoneNum |
| Preparation | 2024-11-12 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,195,070 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $776,336 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $870 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $870 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $870 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $906 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,067,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,067,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,070,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,068,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,050,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,402 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $870 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,460,642 | CashBOYAmt |
| Cash EOY | $120,468 | CashEOYAmt |
| Cash EOYFMV | $120,468 | CashEOYFMVAmt |
| Other Investments BOY | $660,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $949,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,074,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,120,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,070,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,195,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,120,706 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,070,192 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,120,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,070,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,120,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,070,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,120,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,050,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,070,192 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,070,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 ISHARES US CONSUMER STAPLES ETF | P | 2022-04-19 | 2023-02-08 | $39,221 | $41,948 | -$2,727 | -$2,727 |
| 300 ISHARES US CONSUMER STAPLES ETF | P | 2022-04-19 | 2023-02-08 | $58,832 | $62,922 | -$4,090 | -$4,090 |
| 530 ISHARES S&P SMALL-CAP 600 VALUE | P | 2023-02-06 | 2023-05-24 | $47,837 | $56,408 | -$8,571 | -$8,571 |
| 410 ISHARES S&P SMALL-CAP 600 VALUE | P | 2023-02-06 | 2023-05-24 | $37,006 | $42,640 | -$5,634 | -$5,634 |
| 760 ISHARES TR DOW JONES US HOME CON | P | 2023-02-06 | 2023-07-07 | $63,839 | $55,807 | $8,032 | $8,032 |
| 2030 WISDOMTREE U.S. HIGH DIVIDEND F | P | 2022-11-09 | 2023-07-07 | $162,419 | $173,290 | -$10,871 | -$10,871 |
| 6180.418 FIDELITY INTERNATIONAL VALU | P | 2023-02-03 | 2023-07-28 | $58,405 | $56,180 | $2,225 | $2,225 |
| 600 FIDELITY INTERNATIONAL VALUE FAC | P | 2023-01-31 | 2023-07-31 | $14,454 | $13,800 | $654 | $654 |
| 1500 FIDELITY INTERNATIONAL VALUE FA | P | 2023-01-31 | 2023-07-31 | $36,135 | $34,515 | $1,620 | $1,620 |
| 600 FIDELITY INTERNATIONAL VALUE FAC | P | 2023-01-31 | 2023-07-31 | $14,460 | $13,806 | $654 | $654 |
| 1050 ISHARES SELECT DIVIDEND ETF | P | 2022-01-20 | 2023-04-06 | $121,967 | $132,510 | -$10,543 | -$10,543 |
| 65 ISHARES SELECT DIVIDEND ETF | P | 2022-01-20 | 2023-06-01 | $7,098 | $8,203 | -$1,105 | -$1,105 |
| 1050 ISHARES SELECT DIVIDEND ETF | P | 2022-03-11 | 2023-06-01 | $114,663 | $130,618 | -$15,955 | -$15,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$46,311 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$18,708 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $881 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $881 | SubtotalAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $919 | OverpaymentAmt |
| Applied To ES Tax | $919 | 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 | CA | 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 | JOHN J NATT | IndividualWithBooksNm |
| Phone | 4154613650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SKY ROAD | AddressLine1Txt |
| City | MILL VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94941 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J NATT | ||||||||
| 14 SKY ROAD | MILL VALLEY | CA | 94941 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CATHY M NATT | ||||||||
| 14 SKY ROAD | MILL VALLEY | CA | 94941 | VP & SEC. | 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 | $929,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $909,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,839,075 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,839,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,811,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $881 | TotalTaxAmt |
| Distributable Before Adj | $89,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,068,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,068,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,693 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,736 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,068,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $89,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $978,782 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,277,980 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,736 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,202,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,667 | ExcessFromYear4Amt |
| Excess From Year3 | $86,683 | ExcessFromYear3Amt |
| Excess From Year2 | $34,775 | ExcessFromYear2Amt |
| Excess From Year1 | $19,337 | ExcessFromYear1Amt |
| Excess From Current Year | $978,782 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA RIVER READER | |||||||||
| PO BOX 1643 | RAINIER | OR | 97048 | NONE | EXEMPT | CHARITABLE | $10,000 | ||
| COWLITZ COUNTY HISTORICAL | |||||||||
| 405 ALLEN ST | KELSO | WA | 98626 | NONE | EXEMPT | HISTORICAL MUSEUM | $1,500 | SOCIETY | |
| FOREST HISTORY SOCIETY | |||||||||
| 2925 ACADEMY ROAD | DURHAM | NC | 27705 | NONE | EXEMPT | CHARITABLE | $250 | ||
| GAMMA ALPHA EDUCATION FUND | |||||||||
| 7640 SW OVIATT DR | BEAVERTON | OR | 97007 | NONE | EXEMPT | EDUCATION | $500 | ||
| LOWER COLUMBIA COLLEGE | |||||||||
| 1600 MAPLE | LONGVIEW | WA | 98632 | NONE | EXEMPT | EDUCATION | $1,000,000 | FOUNDATION | PO BOX 3010 |
| RA LONG HIGH SCHOOL | |||||||||
| 2903 NICHOLS BLVD | LONGVIEW | WA | 98632 | NONE | EXEMPT | SCHOLARSHIP | $10,000 | FOUNDATION | |
| ST VINCENT DE PAUL SOCIETY | |||||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | EXEMPT | COMMUNITY HELP | $5,000 | ||
| UNIVERSITY OF CALIFORNIA REGENTS | |||||||||
| 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | EXEMPT | EDUCATION | $10,000 | FOUNDATION | |
| UNIVERSITY OF OREGON | |||||||||
| 360 E 10TH AVE STE 202 | EUGENE | OR | 97401 | NONE | EXEMPT | EDUCATION | $10,000 | FOUNDATION | |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||
| 4333 BROOKLYN AVE NE 555 | SEATTLE | WA | 98195 | NONE | EXEMPT | EDUCATION | $10,000 | FOUNDATION | |
| WASHINGTON STATE UNIVERSITY | |||||||||
| 255 E MAIN STREET | PULLMAN | WA | 991641925 | NONE | EXEMPT | EDUCATION | $10,000 | FOUNDATION | PO BOX 641925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,067,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,433 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$46,311 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $870 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,992 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,992 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHEEHAN & CO., P.S. | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES LATIN AMERICA 40 ETF | AT COST | $239,319 | $261,831 |
| ISHARES SELECT DIVIDEND | AT COST | ||
| ISHARES US CONSUMER STAPLES | AT COST | ||
| WISDOMTREE US HIGH DIVIDED | AT COST | ||
| INVESCO S&P 500 EQUAL WEIGHT | AT COST | $56,432 | $53,330 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $653,973 | $759,441 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $870 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $870 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSE & REGISTRATION | $100 | $100 | |
| FOREIGN TAX PAID | $906 | $906 |