GROUSEMONT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349101380
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T12:41:57-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 911276047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUSEMONT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROU | BusinessNameControlTxt |
| Phone | 2063233686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BOREN AVENUE NORTH 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063233686 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | WRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
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 | $182,433,625 | 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 | $114,082,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $338,710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338,710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,354,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,743,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,855,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,327,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,429,867 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,409,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $122,040,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,555,974 | 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 | $23,318 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,978 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $459,101 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,216 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $304,885 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $436,348 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,222 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200,257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,145,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $280,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $405,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,439,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,439,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,584,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $280,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,845,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,455,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,275,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,631,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,813,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,813,222 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,343,929 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,642,516 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,506,142 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,734,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,929,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,605,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,477,610 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,241,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,878,883 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,781,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,797,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,629,993 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,968,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,424,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,433,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $66,968,595 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $178,424,140 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,968,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $178,424,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,968,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $178,424,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,968,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,455,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $178,424,384 | SubtotalAmt |
| Other Decreases | $244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $178,424,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $15,405,824 | $17,075,455 | -$1,669,631 | -$1,669,631 | |
| 616,674 SHARES OF PACCAR INC. | 2021-01-01 | 2022-12-31 | $57,808,609 | $32,276,234 | $25,532,375 | $25,532,375 | |
| CAPITAL GAINS DIVIDENDS | 2021-01-01 | 2022-12-31 | $112,591 | $112,591 | $112,591 | P | |
| PASS THROUGH CAPITAL GAIN | 2021-01-01 | 2022-12-31 | $454,532 | $454,532 | $454,532 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,429,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $393,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $393,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $393,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $357,006 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $115,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $472,006 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $511 | EsPenaltyAmt |
| Overpayment | $78,461 | OverpaymentAmt |
| Applied To ES Tax | $78,461 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | FOUNDATION SOURCE | IndividualWithBooksNm |
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BOREN AVENUE NORTH SUITE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SALLY S WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAIRE MCSHANE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATE JANEWAY | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KORYNNE WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KYLE ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| LAUREN ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUND PHILANTHROPY LLC | |||||
| 4310 BIRKLAND ROAD NE | BAINBRIDGE ISLAND | WA | 98110 | PHILANTHROPIC | $234,610 |
| COLUMBIA PACIFIC CAPITAL MANAGERMENT | |||||
| 1910 FAIRVIEW AVE E SUITE 200 | SEATTLE | WA | 98102 | INVESTMENT MANAGEMENT | $146,889 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $50,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $120,018,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,079,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,435,458 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,533,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,533,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,408,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,125,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,906,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,906,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $393,034 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,686 | IncomeTaxAmt |
| Total Tax | $396,720 | TotalTaxAmt |
| Distributable Before Adj | $7,509,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,509,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,509,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,845,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,845,266 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,509,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $281,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,695 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $432,413 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,535 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,004,941 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,845,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,509,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,335,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,340,642 | 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 | $281,298 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,059,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,695 | ExcessFromYear4Amt |
| Excess From Year3 | $432,413 | ExcessFromYear3Amt |
| Excess From Year2 | $150,535 | ExcessFromYear2Amt |
| Excess From Current Year | $2,335,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A CONTEMPORARY THEATRE INC | ||||||
| 700 UNION ST | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $25,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | ||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $500 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | PC | GENERAL & UNRESTRICTED | $50,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $30,000 |
| BALLARD HIGH SCHOOL FOUNDATION | ||||||
| PO BOX 17626 | SEATTLE | WA | 98127 | PC | BALLARD HIGH SCHOOL GAINS PROGRAM OTHER | $75,000 |
| BELLEVUE BOYS & GIRLS CLUB | ||||||
| 209 100TH AVE NE | BELLEVUE | WA | 98004 | PC | GENERAL & UNRESTRICTED | $10,000 |
| BIKE WORKS SEATTLE | ||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $10,000 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $15,000 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| BOYER CHILDRENS CLINIC | ||||||
| 1850 BOYER AVE E | SEATTLE | WA | 98112 | PC | GENERAL & UNRESTRICTED | $10,000 |
| BRIGID ALLIANCE INC | ||||||
| PO BOX 58 | NEW YORK | NY | 10024 | PC | GENERAL & UNRESTRICTED | $2,500 |
| BYRD BARR PLACE | ||||||
| 722 18TH AVE | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $50,000 |
| CHIEF SEATTLE CLUB | ||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | PC | GENERAL & UNRESTRICTED | $50,000 |
| CHILDREN AND YOUTH JUSTICE CENTER | ||||||
| 300 ELLIOTT AVE W STE 360 | SEATTLE | WA | 98119 | PC | GENERAL & UNRESTRICTED | $25,000 |
| CHOOSE 180 | ||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | PC | GENERAL & UNRESTRICTED | $10,000 |
| COLLEGE SUCCESS FOUNDATION | ||||||
| 15500 SE 30TH PL STE 200 | BELLEVUE | WA | 98007 | PC | GENERAL & UNRESTRICTED | $10,000 |
| COMMUNITIES IN SCHOOLS OF RENTON- TUKWILA | ||||||
| 1055 S GRADY WAY | RENTON | WA | 98057 | PC | GENERAL & UNRESTRICTED | $30,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $725,000 |
| CRISTO REY SEATTLE HIGH SCHOOL | ||||||
| 500 UNION ST STE 847 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | PC | THUNDERBIRD COUNTRY CLUB SCHOLARSHIP PROGRAM SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY | $2,000 |
| DOWNTOWN EMERGENCY SERVICE CENTER | ||||||
| 515 3RD AVE | SEATTLE | WA | 98104 | PC | GENERAL & UNRESTRICTED | $50,000 |
| DUWAMISH RIVER CLEANUP COALITION-TECHNICAL ADVISORY GROUP | ||||||
| 7400 3RD AVE S | SEATTLE | WA | 98108 | PC | GENERAL & UNRESTRICTED | $200,000 |
| EARTHGEN | ||||||
| 4649 SUNNYSIDE AVE NORTH SUITE 3 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $30,000 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL & UNRESTRICTED | $50,000 |
| EISENHOWER MEDICAL CENTER | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $5,000 |
| EPIPHANY SCHOOL | ||||||
| 3611 E DENNY WAY | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $15,000 |
| EXPERIENCE LEARNING COMMUNITY | ||||||
| 325 5TH AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $15,000 |
| EXPERIENCE LEARNING COMMUNITY | ||||||
| 325 5TH AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| FAMILY LAW CASA OF KING COUNTY | ||||||
| 16300 CHRISTENSEN ROAD STE 306 | TUKWILA | WA | 98188 | PC | GENERAL & UNRESTRICTED | $50,000 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | PROJECT SUPPORT: MOBILE COMMUNITY MARKET PROGRAM OTHER | $200,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | PC | GENERAL & UNRESTRICTED | $50,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $5,000 |
| FRIENDS OF SEATTLE WATERFRONT | ||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | PC | CAMPAIGN FOR WATERFRONT PARK OTHER | $500,000 |
| FRIENDS OF THE CULTURAL CENTER INC | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER | ||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | PC | GENERAL & UNRESTRICTED | $500 |
| FRIENDS OF YOUTH | ||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | PC | GENERAL & UNRESTRICTED | $50,000 |
| GLOBAL LYME ALLIANCE INC | ||||||
| 1290 E MAIN ST 3RD FL | STAMFORD | CT | 06902 | PC | GLA GLOBAL GALA 2022 OTHER | $2,500 |
| HAMLIN ROBINSON SCHOOL | ||||||
| 1701 20TH AVE S | SEATTLE | WA | 98144 | PC | ELEVATING YOUR IMPACT CAMPAIGN OTHER | $66,667 |
| HAMLIN ROBINSON SCHOOL | ||||||
| 1701 20TH AVE S | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $10,000 |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 10017 | PC | VITAMIN A SUPPLEMENTATION PROGRAM OTHER | $10,000 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | ||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | GENERAL & UNRESTRICTED | $500 |
| INSTITUTE FOR WASHINGTONS FUTURE | ||||||
| 2720 VALENCIA ST | BELLINGHAM | WA | 98226 | PC | COMMUNITY 2 COMMUNITY GENERAL OPERATING SUPPORT SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | GENERAL & UNRESTRICTED | $10,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | GENERAL & UNRESTRICTED | $30,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $50,000 |
| KLAHANIE SCHOOL | ||||||
| PO BOX 2426 | VASHON | WA | 98070 | PC | GENERAL & UNRESTRICTED | $10,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $5,000 |
| LATINO COMMUNITY FUND OF WASHINGTONSTATE | ||||||
| PO BOX 30669 | SEATTLE | WA | 98113 | PC | FIRELANDS WORKERS UNITED C3; HOME WEATHERIZATION AND ENERGY EFFICIENCY IMPROVEMENTS PROJECT SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY | $150,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | PC | GENERAL & UNRESTRICTED | $5,000 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | ||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $30,000 |
| LONG LIVE THE KINGS | ||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $10,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| PO BOX 4288 | PORTLAND | OR | 97208 | PC | GENERAL & UNRESTRICTED | $25,000 |
| MOCKINGBIRD SOCIETY | ||||||
| 2100 24TH AVE SOUTH | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $30,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||
| 4325 COMMERCE ST 111433 | EUGENE | OR | 97402 | PC | NORTHWEST ABORTION ACCESS FUND OTHER | $2,500 |
| NATIVE AMERICANS IN PHILANTHROPY | ||||||
| 1140 3RD ST NE 2ND FLOOR | WASHINGTON | DC | 20002 | PC | TRIBAL NATIONS CONSERVATION PLEDGE & FUNDING COLLABORATIVE: RESTRICTED TO SUPPORT WASHINGTON STATE TRIBES OTHER | $500,000 |
| NATURE BRIDGE - SEATTLE | ||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | PC | GENERAL & UNRESTRICTED | $25,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $100,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $10,000 |
| NEIGHBORCARE HEALTH | ||||||
| 1200 12TH AVE S STE 901 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $25,000 |
| NEIGHBORCARE HEALTH | ||||||
| 1200 12TH AVE S STE 901 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $30,000 |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | PC | GENERAL & UNRESTRICTED | $50,000 |
| NW CHILDRENS FOUNDATION | ||||||
| 2100 24TH AVE S STE 320 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $10,000 |
| ONLIFE | ||||||
| 1600 W UNIVERSITY AVE STE 205 | FLAGSTAFF | AZ | 86001 | PC | BACK2BASICS TREATMENT FACILITY OTHER | $7,500 |
| OVERLAKE HOSPITAL FOUNDATION | ||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | PC | GENERAL & UNRESTRICTED | $25,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $4,000 |
| PACIFIC SCIENCE CENTER FOUNDATION | ||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $15,000 |
| PACIFIC SCIENCE CENTER FOUNDATION | ||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| PALM SPRINGS PATHFINDERS | ||||||
| PO BOX 5005 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | PC | GENERAL & UNRESTRICTED | $5,000 |
| PLYMOUTH HOUSING GROUP | ||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $50,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | ||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $25,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | ||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $25,000 |
| PROJECT SLEEP | ||||||
| PO BOX 292522 | LOS ANGELES | CA | 90029 | PC | GENERAL & UNRESTRICTED | $5,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $25,000 |
| RANCHO MIRAGE LIBRARY AND OBSERVATORY FOUNDATION | ||||||
| 71100 HWY 111 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $500 |
| RANCHO MIRAGE LIBRARY AND OBSERVATORY FOUNDATION | ||||||
| 71100 HWY 111 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $500 |
| REFUGEE ARTISAN INITIATIVE | ||||||
| PO BOX 25813 | SEATTLE | WA | 98165 | PC | GENERAL & UNRESTRICTED | $25,000 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | CHILDREN'S EMERGENCY FUND (CEF) OTHER | $25,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | SAVE THE CHILDREN, SIERRA LEONE PROJECT OTHER | $18,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | WASHINGTON STATE PROGRAMS OTHER | $50,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | WASHINGTON STATE PROGRAMS OTHER | $5,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | UKRAINE HUMANITARIAN FUND OTHER | $25,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | ||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | ONE OCEAN, ONE FUTURE OTHER | $25,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | ||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | ONE OCEAN, ONE FUTURE CAPITAL CAMPAIGN OTHER | $500,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE CENTER FOUNDATION | ||||||
| 305 HARRISON STE 310 | SEATTLE | WA | 98109 | PC | GRANT TO SUPPORT FEASIBILITY CONSULTANT FOR MEMORIAL STADIUM PROJECT OTHER | $100,000 |
| SEATTLE CENTER FOUNDATION | ||||||
| 305 HARRISON STE 310 | SEATTLE | WA | 98109 | PC | MOBILE DENTAL AND OPTOMETRY CLINIC OTHER | $25,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | ||||||
| PO BOX 5371 MAIL STOP 818-F | SEATTLE | WA | 98145 | PC | SUPPORT FOR ODESSA BROWN CHILDREN'S CLINIC OTHER | $100,000 |
| SEATTLE CHILDRENS THEATRE ASSOCIATION | ||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $15,000 |
| SEATTLE CHILDRENS THEATRE ASSOCIATION | ||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SEATTLE JAZZED | ||||||
| 380 BOREN AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $50,000 |
| SEATTLE JAZZED | ||||||
| 380 BOREN AVE N | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $50,000 |
| SEATTLE OPERA | ||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| SEATTLE OPERA | ||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| SEATTLE PARKS FOUNDATION | ||||||
| PO BOX 3541 | SEATTLE | WA | 98124 | PC | NORTHWEST CONSERVATION PHILANTHROPY FELLOWSHIP OTHER | $25,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $15,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $1,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SEATTLE UNIVERSITY | ||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | PC | SEATTLE UNIVERSITY FAMILY LAW CENTER'S REFUGEE HUMANITARIAN CRISIS LEGAL FUND OTHER | $10,000 |
| SIGHTLINE INSTITUTE | ||||||
| 1402 3RD AVE STE 500 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SOUND | ||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | PC | MIDDLE SCHOOL SUPPORT PROJECT (MSSP) OTHER | $100,000 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | ||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $6,000 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $6,000 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | WOODS INSTITUTE FOR THE ENVIRONMENT OTHER | $50,000 |
| TEACH FOR AMERICA INC | ||||||
| 210 S HUDSON ST STE 307 | SEATTLE | WA | 98134 | PC | GENERAL & UNRESTRICTED | $50,000 |
| THE CLEAR FUND | ||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | PC | FOR GIVEWELL FOUNDATION OTHER | $75,000 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $5,000 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $500 |
| THE NATURE CONSERVANCY IN ALASKA | ||||||
| 715 L ST SUITE 100 | ANCHORAGE | AK | 99501 | PC | ALASKA AFFINITY GROUP OTHER | $50,000 |
| THE SEATTLE FOUNDATION | ||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | PC | BLACK FUTURE CO-OP FUND OTHER | $2,560,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE | ||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | $25,000 AS AN UNRESTRICTED GRANT TO YMCA, AND $25,000 TO BE ALLOCATED TO THE SOCIAL IMPACT CENTER OTHER | $50,000 |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | PC | TSNE MISSIONWORKS / A WAY HOME WASHINGTON (AWHWA) OTHER | $50,000 |
| TOXIC-FREE FUTURE | ||||||
| 4649 SUNNYSIDE AVE N STE 540 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $200,000 |
| TRANSPORTATION CHOICES COALITION | ||||||
| 1402 3RD AVE STE 310 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $100,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | GOV | ASUW SHELL HOUSE: THE NEXT 100 YEARS OTHER | $25,000 |
| UNIVERSITY OF WASHINGTON - UW MEDICINE | ||||||
| BOX 358045 | SEATTLE | WA | 98195 | PC | GENERAL & UNRESTRICTED | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | EARTHLAB OTHER | $50,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | DONATION IN SUPPORT OF THE HARING CENTER AUCTION OTHER | $25,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | PLEDGE # 6621378, FUND CODE: CRSCHR OTHER | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | UW BROTHERHOOD INITIATIVE | $50,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | UW SISTERHOOD INITIATIVE OTHER | $250,000 |
| UNIVERSITY PREPARATORY ACADEMY | ||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $5,000 |
| VASHON COOP PRESCHOOL | ||||||
| 9600 COLLEGE WAY N | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $10,000 |
| VASHON ISLAND PUBLIC SCHOOLS FOUNDATION | ||||||
| PO BOX 481 | VASHON | WA | 98070 | PC | GENERAL & UNRESTRICTED | $10,000 |
| VASHON PARTNERS IN EDUCATION A NONPROFIT CORPORATION | ||||||
| PO BOX 1645 | VASHON | WA | 98070 | PC | GENERAL & UNRESTRICTED | $10,000 |
| VASHON-MAURY ISLAND LAND TRUST | ||||||
| PO BOX 2031 | VASHON | WA | 98070 | PC | GENERAL & UNRESTRICTED | $10,000 |
| VICTORY PROGRAMS INC | ||||||
| 404 S HUNTINGTON AVE | BOSTON | MA | 02130 | PC | FOR BOSTON LIVING CENTER OTHER | $10,000 |
| VIRGINIA MASON MEDICAL CENTER | ||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| WAKE UP NARCOLEPSY INC | ||||||
| 19 HANCOCK HILL DR | WORCESTER | MA | 01609 | PC | GENERAL & UNRESTRICTED | $5,000 |
| WASHINGTON CONSERVATION ACTION EDUCATION FUND | ||||||
| 1402 THIRD AVE SUITE 1400 | SEATTLE | WA | 98101 | PC | TRIBAL NATIONS PROGRAM SUPPORT: $100,000; GENERAL OPERATING SUPPORT: $100,000 OTHER | $200,000 |
| WHATCOM COMMUNITY FOUNDATION | ||||||
| 1500 CORNWALL AVE STE 202 | BELLINGHAM | WA | 98225 | PC | $5,000 FOR FOOD SECURITY TASK FORCE, $5,000 FOR MILLWORKS OTHER | $10,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $15,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $150,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | Y-WE BLOOM CAMPAIGN OTHER | $10,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $50,000 |
| YOUTHCARE | ||||||
| PO BOX 15258 | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $30,000 |
| YWCA OF SEATTLE-KING COUNTY- SNOHOMISH COUNTY | ||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,439,667 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,710 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,354,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $60,822 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,794,735 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PASS THRU INVESTMENT INC | 525990 | -$36,570 | 14 | $1,441,260 | |
| PASS THRU TAX-EXEMPT INT | $4,348 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,252 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,929,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,348 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,957,865 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT INTEREST EXCLUDED UNDER IRC SECTION 103 | RelationshipStatementTxt |
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 |
|---|---|---|---|---|---|---|---|
| SCHEUMANN CHARITABLE REMAINDER TRUST | |||||||
| 1 | 701 FIFTH AVE STE 6100 | SEATTLE | WA | 98104 | $26,687,556 | Yes (X) | Yes (X) |
| THEILINE P SCHEUMANN LIVING TRUST | |||||||
| 2 | 511 BOREN AVE N STE 300 | SEATTLE | WA | 98109 | $87,392,858 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $26,150,556 | 2022-03-18 |
| 2 | PUBLICLY TRADED SECURITIES | $87,392,858 | 2022-06-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,318 | Amt |
| Net Investment Income | $2,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,978 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE - 3.750% - 11/14/2023 (00287YBC2) | $185,897 | $174,229 |
| ABBVIE INC SER B - 2.600% - 11/21/2024 (00287YBZ1) | $52,568 | $52,678 |
| AMERICAN TOWER CORP - 5.000% - 02/15/2024 (03027XAD2) | $271,023 | $257,125 |
| APPLE INC - 1.125% - 05/11/2025 (037833DT4) | $121,727 | $112,375 |
| AT&T INC NOTE CALL MAKE WHOLE - 0.900% - 03/25/2024 (00206RMJ8) | $248,228 | $246,029 |
| BANK OF AMERICA CORP - 1.486% - 05/19/2024 (06051GJC4) | $257,820 | $254,009 |
| BANK OF MONTREAL MTN - 3.300% - 02/05/2024 (06367WHH9) | $266,903 | $253,240 |
| CIGNA CORP NEW SER B - 3.750% - 07/15/2023 (125523AF7) | $185,222 | $173,845 |
| CIGNA CORP NEW SER C NOTE 3.25000% 04/15/2025 - 3.250% - 04/15/2025 (125523A | $73,384 | $73,242 |
| CITIGROUP INC - 1.678% - 05/15/2024 (172967MR9) | $258,585 | $254,370 |
| COMCAST CORP - 3.700% - 04/15/2024 (20030NCR0) | $120,044 | $105,408 |
| COMCAST CORP NOTE - 3.950% - 10/15/2025 (20030NCS8) | $151,637 | $148,987 |
| CVS HEALTH - 3.875% - 07/20/2025 (126650CL2) | $112,746 | $110,351 |
| CVS HEALTH CORP - 2.625% - 08/15/2024 (126650DE7) | $146,968 | $145,055 |
| EUROPEAN INVESTMENT BANK - 3.250% - 01/29/2024 (298785GJ9) | $271,597 | $246,613 |
| EUROPEAN INVT BK 144A NOTE - 0.375% - 03/26/2026 (298785JK3) | $193,197 | $176,351 |
| EUROPEAN INVT BK 144A NOTE - 0.750% - 10/26/2026 (298785JP2) | $311,104 | $286,305 |
| EUROPEAN INVT BK 144A NOTE - 1.375% - 03/15/2027 (298785JQ0) | $641,109 | $621,637 |
| IBRD - 2.500% - 07/29/2025 (459058EP4) | $536,314 | $477,066 |
| IBRD - 2.500% - 11/22/2027 (459058GE7) | $491,215 | $464,270 |
| INTERNATIONAL BK FOR RECON & DEV - 1.500% - 08/28/2024 (459056HV2) | $414,361 | $380,006 |
| INTERNATIONAL BK FORRECON&DEV NOTE - 0.875% - 07/15/2026 (459058JX2) | $710,979 | $711,603 |
| INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) | $693,617 | $664,229 |
| MORGAN STANLEY - 4.350% - 09/08/2026 (6174467Y9) | $71,206 | $60,250 |
| NEXTERA ENERGY CAP HLDGS INC BOND - 0.650% - 03/01/2023 (65339KBU3) | $174,857 | $173,801 |
| ROYAL BANK OF CANADA - 4.650% - 01/27/2026 (780082AD5) | $279,175 | $255,809 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU) | $2,378,960 | $2,311,182 |
| AVSD (AVSD) | $732,206 | $753,017 |
| AVSE (AVSE) | $348,278 | $360,065 |
| CCLFX (CCLFX) | $2,597,263 | $2,560,795 |
| DFA DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET (DFAI) | $2,732,601 | $2,780,298 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $2,194,614 | $2,263,408 |
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $413,504 | $443,039 |
| DFAU (DFAU) | $250,223 | $240,856 |
| DIMENSIONAL ETF TRUST EMGR (DFAE) | $1,436,233 | $1,468,057 |
| DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) | $300,257 | $292,250 |
| DIMENSIONAL US SMALL CAP VALUE ETF (DFSV) | $149,968 | $143,963 |
| ISHARES GLOBAL REIT (REET) | $1,830,776 | $1,785,742 |
| PACCAR INC (PCAR) | $88,316,847 | $96,855,902 |
| U.S. HIGH RELATIVE PROFIT PORT INSTITUTIONAL CLASS (DURPX) | $2,248,063 | $2,357,620 |
| VARIANT IMPACT FUND (IMPCX) | $1,000,020 | $989,191 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,035,934 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,931,286 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $606,582 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $574,856 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA PACIFIC INCOME FUND I, L.P (CPIFILP) | AT COST | $23,544,287 | $19,762,801 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $127,711 | $35,972 |
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $11,125,108 | $10,831,220 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $244 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $85 | $0 | $85 |
| BANK CHARGES | $577 | $577 | $0 |
| ADMINISTRATIVE FEES | $50,000 | $0 | $50,000 |
| WEBSITE DESIGN/MAINTENANCE | $200 | $0 | $200 |
| INSURANCE | $2,729 | $0 | $2,729 |
| DUES & MEMBERSHIPS | $2,500 | $0 | $2,500 |
| PASS THROUGH EXPENSES | $144,166 | $122,981 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS THRU INVESTMENT INC | $1,404,690 | $43,667 | $1,404,690 |
| PASS THRU TAX-EXEMPT INT | $4,348 | $4,348 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $154,216 | $154,216 | $0 |
| PHILANTHROPIC CONSULTING | $276,610 | $0 | $276,610 |
| OTHER PROFESSIONAL FEES | $28,275 | $0 | $28,275 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THEILINE P SCHEUMANN LIVING TRUST | |||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 |
| SCHEUMANN CHARITABLE REMAINDER TRUST | |||
| 701 FIFTH AVE SUITE 6100 | SEATTLE | WA | 98104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $436,348 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |