ISLAM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ISLAM FAMILY FOUNDATION (EIN 02-0683054)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-29
- IRS object ID
- 202212419349100816
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-29T15:34:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911433436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE KENNEDY MCCULLOCH CPAS PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CAINES ST STE A | AddressLine1Txt |
| City | FRIDAY HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982500971 | 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 | 020683054 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISLAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 3603730453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CHERRY AVE STE 109 | AddressLine1Txt |
| City | BREMERTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC ISLAM | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 3603730453 | PhoneNum |
| Signature | 2022-08-19 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | ISLAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRED MCCULLOCH | PreparerPersonNm |
| PTIN | P00957796 | PTIN |
| Phone | 3603782496 | PhoneNum |
| Preparation | 2022-08-17 | PreparationDt |
| 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 | $3,777,367 | 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 | $3,134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,134 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,134 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $57,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,582 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,050 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $954,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,775 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,789 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$8,574 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$8,574 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $303,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,695 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,399 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $36,738 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,634 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $182 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $43,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,399 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,249 | CashBOYAmt |
| Cash EOY | $10,161 | CashEOYAmt |
| Cash EOYFMV | $10,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,437 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,088,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,170,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,632,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,192,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,315,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,777,367 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $138,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $197,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | -$185 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,607 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $137,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,607 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,054,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,116,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,054,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,116,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,192,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,315,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,054,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,116,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,116,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COVERED SHORT TERM | P | 2021-01-01 | 2021-12-31 | $39,763 | $36,909 | $2,854 | $2,854 |
| COVERED LONG TERM | P | 2020-12-31 | 2021-12-31 | $18,766 | $14,610 | $4,156 | $4,156 |
| COVERED SHORT TERM | P | 2021-01-01 | 2021-12-31 | $16,740 | $12,453 | $4,287 | $4,287 |
| COVERED LONG TERM | P | 2020-12-31 | 2021-12-31 | $121,223 | $59,914 | $61,309 | $61,309 |
| COVERED SHORT TERM | P | 2021-01-01 | 2021-12-31 | $13,243 | $9,569 | $3,674 | $3,674 |
| COVERED LONG TERM | P | 2020-12-31 | 2021-12-31 | $33,341 | $23,146 | $10,195 | $10,195 |
| COVERED SHORT TERM | P | 2021-01-01 | 2021-12-31 | $83,378 | $80,361 | $3,017 | $3,017 |
| COVERED LONG TERM | P | 2020-12-31 | 2021-12-31 | $210,239 | $149,651 | $60,588 | $60,588 |
| NONCOVERED LONT TERM | P | 2020-12-31 | 2021-12-31 | $35,407 | $11,007 | $24,400 | $24,400 |
| COVERED SHORT TERM | P | 2021-01-01 | 2021-12-31 | $136,677 | $126,720 | $9,957 | $9,957 |
| COVERED LONG TERM | P | 2020-12-31 | 2021-12-31 | $225,468 | $178,104 | $47,364 | $47,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,789 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,333 | SubtotalAmt |
| Tax Based On Investment Income | $4,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,558 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARC ISLAM | IndividualWithBooksNm |
| Phone | 3603730453 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CHERRY AVE STE 109 | AddressLine1Txt |
| City | BREMERTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOYCE SMITH | ||||||||
| PO BOX 31757 | BELLINGHAM | WA | 98228 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HILARY HARTER | ||||||||
| PO BOX 6440 | KETCHUM | ID | 83340 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| MARC ISLAM | ||||||||
| 221 GOLF COURSE RD | FRIDAY HARBOR | WA | 98250 | VP/SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,452,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,558,115 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,558,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,504,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,333 | TotalTaxAmt |
| Distributable Before Adj | $170,904 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,904 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $197,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,904 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $170,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,096 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,379 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $46,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,201 | ExcessFromYear4Amt |
| Excess From Year3 | $8,698 | ExcessFromYear3Amt |
| Excess From Year1 | $2,384 | ExcessFromYear1Amt |
| Excess From Current Year | $26,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLARMINE PREP HIGH SCHOOL | |||||||
| 2300 S WASHINGTON | TACOMA | WA | 98405 | NONE | 501 (C) (3) | STUDENT EDUCATION | $6,000 |
| BREMERTON CTRL LIONS CHARITABLE FOU | |||||||
| PO BOX 707 | BREMERTON | WA | 98337 | NONE | 501 (C) (3) | STUDENT EDUCATION | $7,000 |
| BREMERTON SCHOOL DISTRICT | |||||||
| 134 N MARION | BREMERTON | WA | 98312 | NONE | 501 (C) (3) | STUDENT EDUCATION | $4,000 |
| COLLEGE SUCESS FOUNDATION | |||||||
| 15500 SE 39TH PLACE SUIT | BELLEVUE | WA | 98007 | NONE | 501(C)(3) | STUDENT EDUCATION | $5,000 |
| HARBOR MONTESSORI | |||||||
| 5414 COMTE DR NW | GIG HARBOR | WA | 98385 | NONE | 501 (C) (3) | STUDENT EDUCATION | $15,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| 311 S L STREET | TACOMA | WA | 98415 | NONE | 501 (C) (3) | STUDENT EDUCATION | $4,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| PRAIRIE HIGH SCHOOL | |||||||
| 115 NE 17TH AVE | VANCOUVER | WA | 98604 | NONE | 501 (C) (3) | STUDENT SCHOLARSHIPS | $5,000 |
| RAIN INCUBATOR | |||||||
| 2304 JEFFERSON AVE | TACOMA | WA | 98402 | NONE | 501(C)(3) | STUDENT SCHOLARSHIPS | $5,000 |
| ROTARY SCHOLARSHIP FUND | |||||||
| PO BOX 2142 | BREMERTON | WA | 98310 | NONE | 501 (C) (3) | STUDENT SCHOLARSHIPS | $15,000 |
| SALISH SEA SCIENCES | |||||||
| PO BOX 326 | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| SILVERWOOD SCHOOL | |||||||
| 14000 CENTRAL VALLEY ROAD | BREMERTON | WA | 98311 | NONE | 501 (C) (3) | STUDENT EDUCATION | $8,000 |
| SPRINGSTREET INTERNATIONAL SCHOOL | |||||||
| 505 SPRING STREET | FRIDAY HARBOR | WA | 98250 | NONE | 501 (C) (3) | STUDENT EDUCATION | $21,000 |
| THE SAGE SCHOOL | |||||||
| PO BOX 30 | HAILEY | ID | 83333 | NONE | 501(C)(3) | STUDENT SCHOLARSHIPS | $10,000 |
| TURKISH EDUCTIONAL FOUNDATION | |||||||
| 111 B SLADKY AVE | MOUNTAIN VIEW | CA | 94040 | NONE | 501 (C) (3) | STUDENT EDUCATION | $15,000 |
| UNIVERSITY OF OREGON | |||||||
| 360 E 10TH AVE SUITE 202 | EUGENE | OR | 97401 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1087 | TACOMA | WA | 98416 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 620 UNIVERSITY ROAD | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| WA STATE HOME & COMMUNITY EDUCATORS | |||||||
| PO BOX 31757 | BELLINGHAM | WA | 98228 | NONE | 501(C)(3) | STUDENT EDUCATION | $10,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| LIGHTY SVS 260 | PULLMAN | WA | 99164 | NONE | 501 (C) (3) | STUDENT EDUCATION | $10,000 |
| YMCS PIERCE AND KITSAP COUNTY | |||||||
| 4717 S 19TH SUITE 201 | TACOMA | WA | 98405 | NONE | 501 (C) (3) | STUDENT EDUCATION | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,134 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,050 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $231,801 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
| Related Or Exempt Function Incm | -$8,778 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $223,023 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,385 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,125 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,170,990 | EOYBookValueAmt |
| EOYFMV | $3,632,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $182 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER | $204 | $204 | $204 |
| UNREALIZED GAIN/LOSSES | -$8,778 | -$8,778 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX PAYABLE | Desc |
| BOY Book Value | -$185 | BOYBookValueAmt |
| EOY Book Value | $1,607 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| WELLS FARGO BROKER FEES | $12,372 |
| SB BROKER FEES | $2,528 |
| SB BROKER FEES | $8,275 |
| SB BROKER FEES | $1,827 |
| SB BROKER FEES | $11,736 |
| SB BROKER FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CORPORATION LICENSE | $100 |
| FOREIGN TAXES | $1,060 |
| CURRENT YEAR TAX | $4,407 |
| PRIOR YEAR TAX | $67 |