BIANCHI FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BIANCHI FAMILY FOUNDATION (EIN 95-4680225)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-06-14
- IRS object ID
- 202321659349100302
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T07:21:29-05:00 | ReturnTs |
| Tax Period End | 2023-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 2ND AVENUE SUITE 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954680225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BIANCHI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | KIM WILKINSON COVINGTON CAPITAL MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA STREET 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BIANCHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2023-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BIANCHI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 2067167000 | 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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $772,295 | 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 |
| Dividends Rev And Expnss | $13,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,974 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,865 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,272 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $26,024 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $48,874 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $47,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $186,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $488,767 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $179,642 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,269 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,825 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,470 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $460,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $460,613 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $446,366 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $460,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $460,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $460,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $446,366 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $446,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1996-07-18 | AcquiredDt |
| Sold | 2023-01-31 | SoldDt |
| Gross Sales Price | $310,299 | GrossSalesPriceAmt |
| Cost Or Other Basis | $297,325 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,974 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,974 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,974 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $569 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $333 | OverpaymentAmt |
| Applied To ES Tax | $333 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | COVINGTON CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 2136297509 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SO FIGUEROA STREET SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900715726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID W BIANCHI | ||||||||
| 11267 NE WING POINT DRIVE | BAINBRIDGE ISLAND | WA | 98110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN W BIANCHI | ||||||||
| 4152 23RD STREET | SAN FRANCISCO | CA | 94114 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE B VAN SLYKE | ||||||||
| 3026 N E 47TH AVENUE | PORTLAND | OR | 97213 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $767,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $789,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $789,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $777,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $236 | TotalTaxAmt |
| Distributable Before Adj | $38,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,660 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,144 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,962 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,962 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,478 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID W BIANCHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 SEATTLE | |||||||
| 5031 UNIVERSITY WAY NE | SEATTLE | WA | 98105 | NONE | PC | GENERAL SUPPORT | $500 |
| BAINBRIDGE COMMUNITY FOUNDATION | |||||||
| 221 WINSLOW WAY WEST NO 305 | BAIN BRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL SUPPORT | $500 |
| BAINBRIDGE ISLAND LAND TRUST | |||||||
| PO BOX 10144 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BAINBRIDGE ISLAND ONE CALL FOR ALL | |||||||
| PO BOX 10487 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | ONE CALL FOR ALL | $3,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 600268022 | NONE | PC | GENERAL SUPPORT | $350 |
| HELPLINE HOUSE | |||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL SUPPORT | $100 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ISLANDWOOD | |||||||
| 4450 BLAKELY AVENUE NE | BAINBRIDGE ISLAND | WA | 981102257 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KCTS | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | NONE | PC | GENERAL SUPPORT | $250 |
| KUOWPUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE NO 310 | SEATTLE | WA | 98105 | NONE | PC | GENERAL SUPPORT | $730 |
| KUSCUSC PUBLIC RADIO | |||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL SUPPORT | $150 |
| PASADENA BEAUTIFUL FOUNDATION | |||||||
| 140 S LAKE AVENUE | PASADENA | CA | 91101 | NONE | PC | GENERAL SUPPORT | $250 |
| PASADENA GUILD OF CHILDRENS HOSPITAL | |||||||
| 4650 SUNSET BOULEVARD MS4 | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL SUPPORT | $500 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $500 |
| PRINCETON UNIVERSITY CLASS OF 1955 | |||||||
| 40 PEMBROKE DRIVE | MENDHAM | NJ | 07945 | NONE | PC | GENERAL SUPPORT | $500 |
| PUGET SOUND RESTORATION FUND | |||||||
| 8001 NE DAY RD | BAIN BRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL SUPPORT | $500 |
| SEATTLE CHILDREN'S HOSPITAL | |||||||
| PO BOX 5371 MS 818S | SEATTLE | WA | 981455005 | NONE | PC | GENERAL SUPPORT | $500 |
| SEATTLE YWCA | |||||||
| 1118 FIFTH AVENUE | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STANFORD UNIVERSITY | |||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | NONE | PC | GENERAL SUPPORT | $2,000 |
| UNITED STATES GOLF ASSOCIATION (USGA) | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | NONE | PC | GENERAL SUPPORT | $125 |
| USSGA MEMORIAL FUND | |||||||
| C/O MGA 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WEST PASADENA RESIDENT'S ASSOCIATION | |||||||
| PO BOX 50252 | PASADENA | CA | 91115 | NONE | PC | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,205 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,974 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,583 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $7,730 | Amt |
| Net Investment Income | $3,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,865 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $145,269 | EOYBookValueAmt |
| EOYFMV | $132,825 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $180,481 | EOYBookValueAmt |
| EOYFMV | $488,767 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,874 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $47,452 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $9,520 | $8,397 |
| EQUITY FUNDS | FMV | $21,950 | $54,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,724 | Amt |
| Net Investment Income | $5,724 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $47 | $47 | $0 |
| DEPARTMENT OF TREASURY | $1,050 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $50 | $0 | $50 |