GORDER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GORDER FAMILY FOUNDATION (EIN 81-3857085)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-30
- IRS object ID
- 202342429349100119
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-30T14:53:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | 813857085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1708 LAKESIDE AVENUE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY GORDER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2023-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | GORDER | 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 | KEELEY KENNETT | PreparerPersonNm |
| PTIN | P01336754 | PTIN |
| Phone | 2065777880 | 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 | $16,699,530 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $510,710 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $98,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $463,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,619,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $463,588 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,072,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,836 | 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 | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $597,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $552,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $606,497 | CashBOYAmt |
| Cash EOY | $233,030 | CashEOYAmt |
| Cash EOYFMV | $233,030 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,855,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $122,401 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,214,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,213,842 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,451,470 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,813,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,813,257 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,317,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,317,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,317,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,230,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,673,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,699,530 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,230,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,673,858 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,230,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,673,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,230,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,673,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,230,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $253,967 | OtherIncreasesAmt |
| Subtotal | $16,959,805 | SubtotalAmt |
| Other Decreases | $285,947 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,673,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO X4572 - PUBLICLY TRADED SECURITIES | D | $1,208,564 | $1,450,510 | -$241,946 | -$241,946 |
| WELLS FARGO X4572 - PUBLICLY TRADED SECURITIES | D | $7 | $7 | $7 | |
| WELLS FARGO X4572 - PUBLICLY TRADED SECURITIES | D | $4,144,909 | $3,447,586 | $697,323 | $697,323 |
| WELLS FARGO X4572 - PUBLICLY TRADED SECURITIES | D | $9,607 | $5,711 | $3,896 | $3,896 |
| WELLS FARGO X4572 - PUBLICLY TRADED SECURITIES | D | $5,921 | $1,723 | $4,198 | $4,198 |
| WELLS FARGO X8676 - PUBLICLY TRADED SECURITIES | D | $250,000 | $250,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $110 | $110 | $110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $463,588 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,932 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,932 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,743 | OverpaymentAmt |
| Applied To ES Tax | $5,743 | 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 | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY D GORDER | IndividualWithBooksNm |
| Phone | 4254958673 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1708 LAKESIDE AVENUE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| VALERIE F GORDER | ||||||||
| 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 | DIRECTOR, PRESIDENT & TREA | 1.25 | $0 | $0 | $0 |
| GREGORY DGORDER | ||||||||
| 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 | DIRECTOR, VICE PRESIDENT, | 1.25 | $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 | $4,344,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,045,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,390,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,390,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,309,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,189 | TotalTaxAmt |
| Distributable Before Adj | $258,288 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,288 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,288 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $552,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $552,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,497,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $45,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,061 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,811,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $552,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $293,767 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,105,546 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,497,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $608,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $45,493 | ExcessFromYear3Amt |
| Excess From Year2 | $12,810 | ExcessFromYear2Amt |
| Excess From Year1 | $256,061 | ExcessFromYear1Amt |
| Excess From Current Year | $293,767 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VALERIE F GORDER | ContributingManagerNm |
| Contributing Manager | GREGORY DGORDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACE MENTOR PROGRAM | ||||||
| PO BOX 6248 | EDMONDS | WA | 98026 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| ACLU OF WASHINGTON FOUNDATION | ||||||
| PO BOX 2728 | SEATTLE | WA | 98111 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $100,186 |
| ACTBLUE | ||||||
| 366 SUMMER STREET | SOMERVILLE | MA | 02144 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,375 |
| ANGEL FLIGHT WEST | ||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| AOPA FOUNDATION | ||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| ART WITH HEART (CHILDHAVEN) | ||||||
| 1035 SW 124TH STREET | SEATTLE | WA | 98146 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,164 |
| COYOTE CENTRAL | ||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,164 |
| EQUAL JUSTICE WORKS | ||||||
| 1730 M ST NW SUITE 800 | WASHINGTON DC | DC | 20036 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $43,234 |
| EVERGREEN STATE COLLEGE FOUNDATION | ||||||
| 2700 EVERGREEN PKWY NW | OLYMPIA | WA | 98505 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| FOOD LIFELINE | ||||||
| 815 SOUTH 96TH STREET | SEATTLE | WA | 98108 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| KING COUNTY BAR FOUNDATION | ||||||
| 1200 FIFTH AVENUE SUITE 700 | SEATTLE | WA | 98101 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| KUOW-PUGET SOUND PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| L ARCHE | ||||||
| 310 SW 4TH AVE STE 840 | PORTLAND | OR | 97204 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| NORTHWEST CHOIRS | ||||||
| 5031 UNIVERSITY WAY NE SUITE NB2 | SEATTLE | WA | 98105 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| NORTHWEST HARVEST | ||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| OLD DOG HAVEN | ||||||
| PO BOX 1409 | OAK HARBOR | WA | 98277 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| PLYMOUTH HOUSING GROUP | ||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S 360 | SEATTLE | WA | 98144 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,227 |
| RECOVERY CAFE | ||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,164 |
| REST REAL ESCAPE FROM THE SEX TRADE | ||||||
| 4215 RAINIER AVE S SUITE B | SEATTLE | WA | 98118 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $500 |
| SAINT FRANCIS HOUSE INC | ||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,328 |
| SAN JUAN COMMUNITY FOUNDATION | ||||||
| PO BOX 1352 | FRIDAY HARBOR | WA | 98250 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| SAWHORSE REVOLUTION | ||||||
| 513 FEDERAL AVE E | SEATTLE | WA | 98102 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| SEATTLE COUNTRY DAY SCHOOL | ||||||
| 2619 4TH AVE N | SEATTLE | WA | 98109 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| SEATTLE GIRLS SCHOOL | ||||||
| 1700 24TH AVE S | SEATTLE | WA | 98144 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| SEATTLE JAZZED | ||||||
| 380 BOREN AVE N | SEATTLE | WA | 98109 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| SEATTLE NATIVITY SCHOOL | ||||||
| PO BOX 20730 | SEATTLE | WA | 98102 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,500 |
| SEATTLE UNIVERSITY | ||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $70,848 |
| ST JOSEPH PARISH | ||||||
| 732 18TH AVE E | SEATTLE | WA | 98112 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| THE BUSH SCHOOL | ||||||
| 3400 E HARRISON ST | SEATTLE | WA | 98112 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| THE TUBMAN CENTER FOR HEALTH & FREEDOM | ||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| BOX 359505 | SEATTLE | WA | 98195 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $150,245 |
| WASHINGTON INNOCENCE PROJECT | ||||||
| PO BOX 85869 | SEATTLE | WA | 98145 | PUBLIC CHARITY | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,435 | 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 | $98,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $463,588 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $561,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,836 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GREGORY AND VALERIE GORDER | |||||||
| 1 | 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 | $246,300 | Yes (X) | Yes (X) |
| GREGORY AND VALERIE GORDER | |||||||
| 2 | 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 | $260,035 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1628 SHS APPLE INC | $246,300 | 2022-12-08 |
| 2 | 1078 SHS MICROSOFT CORP | $260,035 | 2022-12-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME: WORKFORCE INVESTMENT FUND, LLCEIN: 30-1005713ADDRESS: PO BOX 3302, SEATTLE, WA 98114EXCESS BUSINESS HOLDING: [ ] YES [X] NONAME: GFF LOUISA LLCEIN: 82-3135214ADDRESS: PO BOX 3302, SEATTLE, WA 98114EXCESS BUSINESS HOLDING: [ ] YES [X] NONAME: WF NORTHHAVEN LLCEIN: 84-1954534ADDRESS: PO BOX 3302, SEATTLE, WA 98114EXCESS BUSINESS HOLDING: [ ] YES [X] NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CERFITCATES OF DEPOSIT | BondNm |
| EOY Book Value | $4,214,000 | EOYBookValueAmt |
| EOYFMV | $4,213,842 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $96,571 | EOYBookValueAmt |
| EOYFMV | $122,401 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHINATOWN REINVESTMENT FUND | AT COST | $7,745,722 | $7,745,722 |
| WORKFORCE NORTHAVEN LLC | AT COST | $1,967,535 | $1,967,535 |
| GREEN CANOPY NODE | AT COST | $100,000 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH | Desc |
| BOY Book Value | $2,317,000 | BOYBookValueAmt |
| EOY Book Value | $2,317,000 | EOYBookValueAmt |
| EOYFMV | $2,317,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT ON STOCK CONTRIBUTED | Desc |
| Amt | $285,947 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $33,670 | $33,670 | $0 |
| ADR FEES | $1,449 | $1,449 | $0 |
| LEGAL FEES | $69,825 | $0 | $69,825 |
| SOS FEE | $25 | $0 | $25 |
| OFFICE EXPENSE | $450 | $450 | $0 |
| PROFESSIONAL FEES | $23,195 | $0 | $23,195 |
| INTEREST EXPENSE | $15 | $0 | $15 |
| WA FEE | $60 | $0 | $60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $14,224 |
| BOOK TO TAX ADJUSTMENT ON STOCK DISTRIBUTED | $239,743 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GREGORY D GORDER | |||
| 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 |
| VALERIE F GORDER | |||
| 1708 LAKESIDE AVENUE S | SEATTLE | WA | 98144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $4,542 | $4,542 | $0 |
| FEDERAL TAX PAYMENT | $1,000 | $0 | $0 |