EMERALD-SKY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMERALD-SKY FOUNDATION (EIN 68-0371471)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202511279349101456
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T12:20:39-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 11250 KIRKLAND WAY 103 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-05-06 | 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 | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,273,163 | 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 | $19,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,886,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,644 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,425 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,225 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,468 | CashBOYAmt |
| Cash EOY | $363,014 | CashEOYAmt |
| Cash EOYFMV | $363,014 | CashEOYFMVAmt |
| Other Investments BOY | $949,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $896,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $910,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,070,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,259,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,273,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,070,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,259,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,070,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,070,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,259,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,070,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,259,992 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 235 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-02-08 | 2024-01-10 | $70,347 | $55,679 | $14,668 | $14,668 |
| 330 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-05-24 | 2024-06-25 | $119,219 | $84,275 | $34,944 | $34,944 |
| 145 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-04-06 | 2024-01-10 | $43,406 | $35,257 | $8,149 | $8,149 |
| 470 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-06-01 | 2024-06-25 | $169,797 | $122,397 | $47,400 | $47,400 |
| 2330 ISHARES LATIN AMERICA 40 ETF | P | 2023-07-07 | 2024-04-08 | $65,857 | $63,667 | $2,190 | $2,190 |
| 130 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-07-07 | 2024-07-09 | $49,181 | $35,790 | $13,391 | $13,391 |
| 2300 ISHARES LATIN AMERICA 40 ETF | P | 2023-07-31 | 2024-04-08 | $65,009 | $65,079 | -$70 | -$70 |
| 460 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-07-07 | 2024-07-09 | $174,025 | $126,647 | $47,378 | $47,378 |
| 850 HEALTH CARE SELECT SECTOR SPDR | P | 2024-03-08 | 2024-05-07 | $119,613 | $124,147 | -$4,534 | -$4,534 |
| 210 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-07-31 | 2024-08-15 | $74,472 | $59,312 | $15,160 | $15,160 |
| 770 INVESCO EXCHANGE TRADED S&P 500 | P | 2024-04-08 | 2024-06-06 | $60,925 | $65,431 | -$4,506 | -$4,506 |
| 170 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-08-01 | 2024-08-15 | $60,286 | $48,297 | $11,989 | $11,989 |
| 1910 INVESCO EXCHANGE TRADED FD | P | 2024-01-10 | 2024-06-10 | $117,586 | $112,439 | $5,147 | $5,147 |
| 1590 SELECT SECTOR SPDR TR FINANCIAL | P | 2024-04-08 | 2024-07-08 | $65,848 | $65,421 | $427 | $427 |
| 585 ISHARES RUSSELL 2000 ETF | P | 2024-07-24 | 2024-10-31 | $130,053 | $130,704 | -$651 | -$651 |
| 100 FIDELITY BLUE CHIP GROWTH ETF | P | 2024-06-06 | 2024-11-13 | $4,593 | $4,143 | $450 | $450 |
| 2740 FIDELITY BLUE CHIP GROWTH ETF | P | 2024-06-10 | 2024-11-13 | $125,845 | $113,518 | $12,327 | $12,327 |
| 1325 FIDELITY BLUE CHIP GROWTH ETF | P | 2024-06-12 | 2024-11-13 | $60,856 | $54,988 | $5,868 | $5,868 |
| 4380 ISHARES LATIN AMERICA 40 ETF | P | 2022-12-07 | 2024-03-08 | $123,910 | $110,573 | $13,337 | $13,337 |
| 910 INVESCO S&P 500 EQUAL WEIGHT FIN | P | 2023-02-06 | 2024-06-12 | $54,981 | $56,432 | -$1,451 | -$1,451 |
| 355 ISHARES RUSSELL 1000 GROWTH ETF | P | 2023-04-06 | 2024-06-20 | $130,349 | $86,318 | $44,031 | $44,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,644 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $39,465 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,951 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,951 | SubtotalAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $919 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $919 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,032 | 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 | 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 | $1,004,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,256,346 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,256,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,237,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,951 | TotalTaxAmt |
| Distributable Before Adj | $57,924 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,924 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $82,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,683 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $978,782 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,202,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,301 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,237,545 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $82,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,154,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,683 | ExcessFromYear4Amt |
| Excess From Year3 | $34,775 | ExcessFromYear3Amt |
| Excess From Year2 | $19,337 | ExcessFromYear2Amt |
| Excess From Year1 | $978,782 | ExcessFromYear1Amt |
| Excess From Current Year | $35,301 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COWLITZ COUNTY HISTORICAL | |||||||||
| SOCIETY | 405 ALLEN ST | KELSO | WA | 98626 | NONE | EXEMPT | HISTORICAL MUSEUM | $1,500 | |
| FOREST HISTORY SOCIETY | |||||||||
| 2925 ACADEMY ROAD | DURHAM | NC | 27705 | NONE | EXEMPT | CHARITABLE | $500 | ||
| LOWER COLUMBIA COLLEGE | |||||||||
| FOUNDATION | 1600 MAPLE | LONGVIEW | WA | 98632 | NONE | EXEMPT | EDUCATION | $30,000 | PO BOX 3010 |
| RA LONG HIGH SCHOOL | |||||||||
| FOUNDATION | 2903 NICHOLS BLVD | LONGVIEW | WA | 98632 | NONE | EXEMPT | SCHOLARSHIP | $10,000 | |
| ST VINCENT DE PAUL SOCIETY | |||||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | EXEMPT | COMMUNITY HELP | $5,000 | ||
| UNIVERSITY OF CALIFORNIA REGENTS | |||||||||
| FOUNDATION | 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | EXEMPT | EDUCATION | $10,000 | |
| UNIVERSITY OF OREGON | |||||||||
| FOUNDATION | 360 E 10TH AVE STE 202 | EUGENE | OR | 97401 | NONE | EXEMPT | EDUCATION | $10,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||
| FOUNDATION | 4333 BROOKLYN AVE NE 555 | SEATTLE | WA | 98195 | NONE | EXEMPT | EDUCATION | $10,000 | |
| WASHINGTON STATE UNIVERSITY | |||||||||
| FOUNDATION | 255 E MAIN STREET | PULLMAN | WA | 991641925 | NONE | EXEMPT | EDUCATION | $15,000 | PO BOX 641925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,781 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $265,644 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285,425 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,425 | 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 | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES LATIN AMERICA 40 ETF | AT COST | ||
| INVESCO S&P 500 EQUAL WEIGHT | AT COST | ||
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | ||
| ISHARES GOLD TRUST | AT COST | $255,134 | $247,055 |
| SELECT SECTOR SPDR TR FINANCIAL | AT COST | $123,377 | $130,491 |
| SPDR PORTFOLIO S&P 500 GROWTH | AT COST | $126,506 | $139,322 |
| SPDR S&P BIOTECH ETF | AT COST | $201,847 | $196,781 |
| SPDR SER TR S&P REGL BKG | AT COST | $190,114 | $196,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSE & REGISTRATION | $25 | $25 |
| FEDERAL INCOME TAX | $1,200 |