DULUDE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DULUDE FAMILY FOUNDATION INC (EIN 16-1521663)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349103026
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T14:17:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161113141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G ULLMAN & ASSOC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1424 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161521663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUDE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 4255036780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M DULUDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4255036780 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | DULUDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL A MASLER CPA | PreparerPersonNm |
| PTIN | P00404447 | PTIN |
| Phone | 6079363785 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,164,268 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,455 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,038,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,127,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,280,044 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $500 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,048,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,290,001 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $500 | TotalAdjNetIncmAmt |
| 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 | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $391 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,273,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,617 | CashBOYAmt |
| Cash EOY | $8,502 | CashEOYAmt |
| Cash EOYFMV | $8,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $18,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,071 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,831,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,137,695 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $905,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $932,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,857,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,164,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $932,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,857,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $932,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,857,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $932,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,857,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $932,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,857,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,857,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| VG TOTAL BOND MKT IDX ADM | $8,928 | $8,494 | $434 | $434 |
| VG TOTAL STOCK MKT IDX ADM | $651,893 | $269,155 | $382,738 | $382,738 |
| VG TOTAL STOCK MKT IDX ADM | $1,250,628 | $385,906 | $864,722 | $864,722 |
| PUBLICLY TRADED SECURITIES | $216,207 | $184,057 | $32,150 | $32,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,280,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | 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 | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,900 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN M DULUDE | IndividualWithBooksNm |
| Phone | 4255036780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET SUITE 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JONATHAN M DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| LEZLI A DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | SECRETARY/DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOEL DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | VICE PRESIDENT/DIRECTOR | 0.10 | $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 | $1,990,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,031,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,031,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,001,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,700 | TotalTaxAmt |
| Distributable Before Adj | $82,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,741 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,741 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,927 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,927 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BRIGHTER TOMORROW FOR AFRICA | |||||||
| 1020 N HIGHLAND STREET 304 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | TO SUPPORT SMALL COMMUNITY BASED ORGANIZATIONS IN SIERRA LEONE | $500 |
| ABBOTT LIBRARY FOUNDAION | |||||||
| PO BOX 66 | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO SUPPORT LIBRARY RESOURCES SERVICES AND FACILITIES | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 34475 | SEATTLE | WA | 98124 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER RESEARCH, PREVENTION AND PATIENTS. | $2,500 |
| AMERICAN VETERINARY MEDICAL FOUNDATION | |||||||
| 1931 N MEACHAM RD | SCHAUMBURG | IL | 60173 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE AND THE MEDIACL CARE OF INJURED OR ABANDONED ANIMALS | $2,500 |
| BASSETT RESCUE NETWORK | |||||||
| 6221 SHANNON VALLEY RD | ACTON | CA | 93510 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE AND RESCUE | $100 |
| BELLEVUE ARTS MUSEUM | |||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS | $2,500 |
| BELLEVUE YOUTH THEATRE | |||||||
| 16051 NE 10TH STREET | BELLEVUE | WA | 98008 | NONE | LOCAL GOVERNMENT | TO SUPPORT YOUTH AND THE ARTS IN BELLEVUE, WA | $500 |
| CHILDREN'S CENTER OF THE UPPER VALLEY | |||||||
| 178 MECHANIC ST | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | TO SUPPORT PRESCHOOL EDUCATION AND CHILD CARE | $2,500 |
| CLARKSON UNIVERSITY | |||||||
| BOX 5510 | POTSDAM | NY | 13699 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCATION | $2,500 |
| COA CHAPIN SENIOR CENTER | |||||||
| 37 PLEASANT ST | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT SENIOR CITIZENS USING THE CHAPIN SENIOR CENTER | $2,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER TREATMENTS | $1,000 |
| EASTSIDE PATHWAYS | |||||||
| PO BOX 913 | BELLEVUE | WA | 98009 | NONE | PUBLIC CHARITY | TO SUPPORT AND ENRICH YOUTH TO BECOME CONTRIBUTING MEMBERS OF THEIR COMMUNITY. | $500 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER & COVID-19 RESEARCH | $5,000 |
| FRIENDS OF MOUNTAIN RESCUE | |||||||
| PO BOX 1094 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | TO SUPPORT VAIL MOUNTAIN RESCUE FOR SUPPLIES AND NEW EQUIPMENT. | $500 |
| HOPELINK | |||||||
| 10675 WILLOWS ROAD NE | REDMOND | WA | 98052 | NONE | PUBLIC CHARITY | TO SERVE THE IMPOVERISHED AND PROMOTE SELF-SUFFICENCY FOR ALL MEMBERS OF OUR COMMUNITY. | $500 |
| JEFF DULUDE MELANOMA FOUNDATION | |||||||
| 6133 N 28TH PL | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | TO SUPPORT MELANOMA RESEARCH | $5,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PUBLIC CHARITY | TO SUPPORT FREE WORLD CLASS EDUCATION FOR ANYONE | $500 |
| KIRKLAND PERFORMANCE CENTER | |||||||
| 350 KIRKLAND AVENUE | KIRKLAND | WA | 98033 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS AND A COMMUNITY CONNECTED BY CULTURE | $1,000 |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| 63 MAIN STREET | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO PRESERVE AND ENHANCE THE ENVIRONMENT OF THE LAKE SUNAPEE REGION | $5,000 |
| LASELLE COLLEGE | |||||||
| 1844 COMMONWEALTH AVE | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCATION | $500 |
| LIFE SUPPORT | |||||||
| PO BOX 264 | SOUTH CLE ELUM | WA | 98943 | NONE | PUBLIC CHARITY | TO SUPPORT FIRE AND EMERGENCY RESCUE SERVICES FOR KITTITAS COUNTY | $10,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVE SUITE 300 | PORTLAND | OR | 97223 | NONE | PUBLIC CHARITY | TO SUPPORT EFFORTS TO SURE PSORIATIC DISEASE AN IMPROVE THE LIVES OF THOSE AFFECTED | $1,000 |
| NEW HAMPSHIRE LAKES ASSOCIATION | |||||||
| 14 HORSESHOE POND LANE | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT THE PROTECTION OF LAKES AND THEIR WATERSHEDS THROUGH EDUCATION AND ADVOCACY | $500 |
| NEW HAMPSHIRE PUBLIC BROADCASTING | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC TELEVISION | $500 |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC RADIO | $500 |
| NORTHWEST HOPE & HEALING FOUNDATION | |||||||
| 600 STEWART ST SUITE 400 | SEATTLE | WA | 98101 | PUBLIC CHARITY | TO SUPPORT WOMEN AND THEIR FAMILIES WHILE THEY ARE TREATED FOR BREAST AND GYNECOLOGICAL CANCERS | $2,575 | |
| PERRY TECHNICAL INSTITUTE | |||||||
| 2011 W WASHINGTON AVE | YAKIMA | WA | 98903 | NONE | PUBLIC CHARITY | TO SUPPORT TECHNICAL HIGHER EDUCATION | $25,000 |
| PROTECT OUR WATERS | |||||||
| 4676 BROADWAY | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | TO SUPPORT CLIMATE ADVOCACY | $2,000 |
| ROTARY CLUB OF UPPER KITTITAS COUNTY FOUNDATION | |||||||
| PO BOX 1035 | CLE ELUM | WA | 98922 | NONE | PUBLIC CHARITY | TO SUPPORT THE LOCAL COMMUNITY AND LOCAL YOUTH | $2,500 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE | $500 |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT NEW HAMPSHIRE'S FORESTS, LANDSCAPES AND NATURAL RESOURCES | $2,000 |
| SUNAPEE HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO SUPPORT HISTORY AND PRESERVATION OF HISTORICAL ARCHIVES IN THE SUNAPEE COMMUNITY. | $2,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE | SYRACUSE | NY | 13244 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCTAION | $10,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | TO SUPPORT & DEVELOP HIGH PERFORMING TALENT FOR STEM CAREERS | $5,000 |
| THE CRUDEM FOUNDATION | |||||||
| PO BOX 804 | LUDLOW | MA | 01056 | NONE | PUBLIC CHARITY | TO SUPPORT ACCESSIBLE QUALITY HEALTHCARE FOR THE SICK AND POOR IN HAITI. | $250 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC RADIO IN VERMONT AND THE SURRONDING REGION. | $500 |
| WGBH PUBLIC BROADCASTING | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC BROADCASTING | $500 |
| YMCA CAMP CONISTON | |||||||
| PO BOX 185 | GRANTHAM | NH | 03753 | NONE | PUBLIC CHARITY | TO SUPPORT YMCA YOUTH CAMP | $100 |
| YOUTH EASTSIDE SERVICES | |||||||
| 999 164TH AVENUE NE | BELLEVUE | WA | 98008 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH, MENTAL HEALTH COUNSELING AND SUBSTANCE ABUSE TREATMENT IN E KING CO. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,525 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,455 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,038,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,048,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,048,107 | 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 | CONSULTANT | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED CORPORATE STOCK | StockNm |
| EOY Book Value | $1,831,064 | EOYBookValueAmt |
| EOYFMV | $2,137,695 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - NYS | $250 | $250 | $0 |
| BANK & TRANSACTION FEES | $65 | $65 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR GRANT RECOVERED; ON PART X LINE 4 | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,887 | Amt |
| Net Investment Income | $15,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $391 | Amt |
| Net Investment Income | $391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |