TUDOR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TUDOR FOUNDATION (EIN 91-1708176)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202331259349100743
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T09:46:55-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822050031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Travis Andrews CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15544 65th Place NE | AddressLine1Txt |
| City | Kenmore | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911708176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tudor Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Roger Rieger | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUDO | BusinessNameControlTxt |
| Phone | 2066601197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 Parkside Dr E | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger A Rieger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Roger A | PersonFirstNm |
| Person Last | Rieger | 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 | Travis R Andrews | PreparerPersonNm |
| PTIN | P01082695 | PTIN |
| Phone | 4254819939 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $27,098,133 | 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 | $7,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,435 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,435 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $80,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,821 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,821 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,117,966 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,995,366 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,757,863 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,995,366 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,076,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,846,119 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,083,622 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $295 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $295 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,722 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,634,729 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,634,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,685,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,648,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,390,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,846,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,083,622 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,804 | CashBOYAmt |
| Cash EOY | $350,687 | CashEOYAmt |
| Cash EOYFMV | $350,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $788,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $668,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $668,861 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $2,287,095 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,275,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,033,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,773,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,803,361 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$396,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$1,164,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,525,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,915,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,098,133 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,169,312 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,169,312 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,355,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,746,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,525,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,915,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,525,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,915,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,525,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,390,592 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,915,625 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,915,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY FUNDS CONSERVATIVE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2022-10-24 | SoldDt |
| Gross Sales Price | $1,117,966 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,125,005 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,039 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,039 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,561 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,561 | SubtotalAmt |
| Tax Based On Investment Income | $39,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $102 | EsPenaltyAmt |
| Tax Due | $3,663 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | OR | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Rieger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066601197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 Parkside Dr E | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|
| Roger A Rieger | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | President | 20.00 | $0 |
| E Annette Rieger | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | SECRETARY | 5.00 | $0 |
| Erin R Baranick | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | Vice President | 0.00 | $0 |
| Michael J Baranick | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | Treasurer | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provides mentoring and financial support to at risk youth to help them succeed in their education. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Provides affordable rental housing to income restricted residents. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,455,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $543,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,999,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,999,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,909,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,561 | TotalTaxAmt |
| Distributable Before Adj | $255,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $255,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $255,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,648,269 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,648,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,895 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $519,008 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,383,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $892,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,120,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,478,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,395,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,648,269 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,392,374 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,787,690 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $519,008 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,268,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,383,616 | ExcessFromYear4Amt |
| Excess From Year3 | $892,971 | ExcessFromYear3Amt |
| Excess From Year2 | $1,120,974 | ExcessFromYear2Amt |
| Excess From Year1 | $1,478,747 | ExcessFromYear1Amt |
| Excess From Current Year | $1,392,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISC COLLEGE STUDENTS | |||||||
| 411 UNIVERSITY ST STE 1200 | SEATTLE | WA | 98101 | NONE | I | EDUCATION | $697,692 |
| NORTHWEST TAP CONNECTION | |||||||
| 8732 RAINIER AVENUE SOUTH | SEATTLE | WA | 98118 | NONE | NC | EDUCATION | $1,300 |
| NEW HORIZON SCHOOL FOUNDATION | |||||||
| 1111 SOUTH CARR ROAD | RENTON | WA | 98055 | NONE | PC | EDUCATIONAL | $10,000 |
| TEAM BLUE PROGRAM | |||||||
| 411 UNIVERSITY ST STE 1200 | Seattle | WA | 98101 | NONE | I | SUPPORT | $3,000 |
| MENTORING URBAN STUDENTS TEENS | |||||||
| 4093 LETITIA AVE S | SEATTLE | WA | 98118 | NONE | NC | EDUCATION | $8,000 |
| EMERGENCY FEEDING PROGRAM | |||||||
| 851 HOUSER WAY N | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $50,050 |
| MARY MAHONEY PROF NURSES ORG | |||||||
| PO BOX 22003 | SEATTLE | WA | 98122 | NONE | PC | HUMANITARIAN | $1,000 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY 500 | SEATTLE | WA | 98101 | NONE | PC | EDUCATION | $115,000 |
| SPARK NORTHWEST | |||||||
| 1402 3RD AVE | SEATTLE | WA | 98101 | NONE | PC | HUMANITARIAN | $60,000 |
| ACADEMIC SPORTS INSTITUTE | |||||||
| PO BOX 78036 | SEATTLE | WA | 98178 | NONE | NC | Education | $176,821 |
| TREE OF HOPE GIRLS BASKETBALL | |||||||
| 7003 132ND PL SE | NEWCASTLE | WA | 98056 | NONE | NC | EDUCATION | $47,000 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | NONE | PC | HUMANITARIAN | $2,500 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | NONE | PC | PUBLIC AWARENESS | $700 |
| KCTS 9 | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | PUBLIC AWARENESS | $300 |
| SEATTLE COLLEGES FOUNDATION | |||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $85,000 |
| SEATTLE UNION GOSPEL MISSION | |||||||
| 3800 SOUTH OTHELLO ST | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $4,046 |
| SLT SCHOLARS | |||||||
| 34 HILLTOP LN | ST PAUL | MN | 55116 | NONE | I | HUMANITARIAN | $2,270 |
| SEATTLE PUBLIC SCHOOLS | |||||||
| 2445 3RD AVE S | SEATTLE | WA | 98134 | NONE | PC | Education | $93,550 |
| CHILDREN'S ALLIANCE | |||||||
| 718 6TH AVE S | SEATTLE | WA | 98104 | NONE | PC | Humanitarian | $3,063 |
| COLEMAN FAMILY SERVICES | |||||||
| 15 S GRADY WAY STE 533 | RENTON | WA | 98057 | NONE | PC | Humanitarian | $100,000 |
| SEATTLE GOODWILL INDUSTRIES | |||||||
| 700 DEARBORN PL S | SEATTLE | WA | 98144 | NONE | PC | Humanitarian | $1,030 |
| SALVATION ARMY | |||||||
| 1000 4TH AVE S | SEATTLE | WA | 98134 | NONE | PC | Humanitarian | $2,000 |
| SEATTLE TIMES FUNDS FOR THE NEEDY | |||||||
| PO BOX C11025 | SEATTLE | WA | 98111 | NONE | PC | Humanitarian | $2,000 |
| WOODLAND PARK ZOO | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | NONE | PC | Wildlife Conservation | $2,100 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINTON | DC | 20090 | NONE | PC | Wildlife Conservation | $1,000 |
| CHILD CARE RESOURCES | |||||||
| 1225 S WELLER ST STE 300 | SEATTLE | WA | 98144 | NONE | PC | HUMANITARIAN | $75,000 |
| UNIVERSITY DISTRICT FOOD BANK | |||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | NONE | PC | HUMANITARIAN | $825 |
| UN UKRAINIAN RELIEF FUND | |||||||
| 405 E 42ND ST | NEW YORK | NY | 10017 | NONE | PC | HUMANITARIAN | $1,035 |
| CREATIVE JUSTICE | |||||||
| 153 14TH AVE | SEATTLE | WA | 98122 | NONE | PC | HUMANITARIAN | $18,000 |
| FREEDOM PROJECT | |||||||
| 227-12 WELLS AVE S | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $54,517 |
| NATURE CONSERVANCY | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | NONE | PC | WILDLIFE CONSERVATION | $500 |
| NORTHWEST CENTER | |||||||
| 1119 SW 7TH ST | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $10,000 |
| PIONEER HUMAN SERVICES | |||||||
| 7440 W MARGINAL WAY S | SEATTLE | WA | 98108 | NONE | PC | HUMANITARIAN | $3,400 |
| PLYMOUTH CONGRESSIONAL CHURCH | |||||||
| 1217 6TH AVE | SEATTLE | WA | 98101 | NONE | PC | RELIGIOUS | $2,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,634,729 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,435 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,039 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MANAGEMENT FEES | $237,503 |
| QUATAMA HOUSING LP K-1 | $2,757,863 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,995,366 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,076,583 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | The foundation manages low income housing in the state of orgeon. |
| 11b | The foundation owns a 50% interest in Quatama Housing Limited Partnership which wholly owns a low income housing property in the state of Oregon. |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 410 SH MICROSOFT CORPORATE STOCK | $14,549 | $98,326 |
| FIDELITY FUNDS CONSERVATIVE INC BD FD | $1,137,591 | $1,128,767 |
| PUTNAM FUNDS SHORT DURATION INCOME FD | $2,221,519 | $2,201,222 |
| 8600 SH US BANCORP STOCK | $399,530 | $375,046 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,287,095 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,275,224 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | QUATAMA HOUSING LP: BK VALUE = TAX BASIS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,164,207 | BookValueAmt |
| EOYFMV | $20,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $295 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $295 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSE FEES | Desc |
| Revenue And Expenses Per Books | $2,045 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,045 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $237,503 | $237,503 | |
| QUATAMA HOUSING LP K-1 | $2,757,863 | $2,757,863 | $2,757,863 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE SERVICES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CURRENT YR ESTIMATED TAX PAYMENT | $36,000 |
| PRIOR YR EXCISE TAX ON INVESTMENT INCOME | $1,722 |