MARGOLIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARGOLIS FOUNDATION (EIN 91-1995329)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202241369349104544
- Schema version
- 2020v4.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T15:43:02-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSTEK & CLARK CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVENUE NORTH STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911995329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOREN D HOSTEK CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 2066239395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVE N NO A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON MARGOLIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2066239395 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | MARGOLIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOREN D HOSTEK CPA | PreparerPersonNm |
| PTIN | P00938299 | PTIN |
| Phone | 2066239395 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | 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 | $5,481,354 | 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 | $661,020 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,581 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,581 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,581 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$301 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $9,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,697,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,004 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,076 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,076 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,076 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $756,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,661 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,657 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $301 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $301 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $301 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $498,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,356 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,909,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,557,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,834,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,349,487 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,473,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,966,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,481,354 | 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 | $3,473,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,966,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,473,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,966,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,473,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,966,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,473,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $498,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,972,541 | SubtotalAmt |
| Other Decreases | $6,171 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,966,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| WINDERMERE APARTMENT ASSOCIATION | P | 2010-01-01 | 2020-12-31 | $1,043 | -$1,043 | -$1,043 | |
| 370ESC758 | P | 2010-01-01 | 2020-12-31 | $7 | $7 | $7 | |
| ALK | P | 2021-03-30 | 2021-05-06 | $69,200 | -$2,895 | -$2,895 | $66,305 |
| ARKG | P | 2021-01-20 | 2021-03-08 | $68,211 | -$18,753 | -$18,753 | $49,458 |
| CRSP | P | 2019-03-04 | 2021-01-20 | $19,385 | $78,015 | $78,015 | $97,400 |
| ET | P | 2020-09-22 | 2021-02-02 | $29,675 | $2,930 | $2,930 | $32,605 |
| GS | P | 2021-01-11 | 2021-01-20 | $87,405 | -$699 | -$699 | $86,706 |
| INTC | P | 2021-03-31 | 2021-05-06 | $64,118 | -$7,363 | -$7,363 | $56,755 |
| KMI | P | 2019-03-01 | 2021-02-04 | $170,476 | -$29,380 | -$29,380 | $141,096 |
| MRNA | P | 2021-02-04 | 2021-03-01 | $68,768 | -$9,952 | -$9,952 | $58,816 |
| MSFT | P | 2019-07-01 | 2021-02-22 | $54,341 | $38,649 | $38,649 | $92,990 |
| PING | P | 2021-01-11 | 2021-03-25 | $59,252 | -$17,320 | -$17,320 | $41,932 |
| PM | P | 2020-08-24 | 2021-03-25 | $79,615 | $8,854 | $8,854 | $88,469 |
| SBUX | P | 2007-06-14 | 2021-06-30 | $48,180 | $283,023 | $283,023 | $331,203 |
| SQ | P | 2021-04-05 | 2021-05-06 | $92,756 | -$4,199 | -$4,199 | $88,557 |
| TCEHY | P | 2021-02-04 | 2021-03-25 | $38,067 | -$7,344 | -$7,344 | $30,723 |
| VTRS | P | 2020-08-24 | 2021-02-22 | $4,049 | -$134 | -$134 | $3,915 |
| WMT | P | 2020-12-21 | 2021-02-22 | $73,040 | -$4,766 | -$4,766 | $68,274 |
| D | P | 2020-07-06 | 2020-08-05 | $74,515 | $5,183 | $5,183 | $79,698 |
| INTC | P | 2020-09-02 | 2020-10-30 | $52,125 | -$8,485 | -$8,485 | $43,640 |
| JCAP | P | 2019-09-04 | 2020-07-06 | $58,259 | -$17,138 | -$17,138 | $41,121 |
| MO | P | 2020-08-24 | 2020-12-10 | $44,125 | -$1,641 | -$1,641 | $42,484 |
| PFE | P | 2020-08-24 | 2020-11-19 | $73,459 | -$1,579 | -$1,579 | $71,880 |
| SE | P | 2020-08-24 | 2020-11-18 | $75,444 | $8,034 | $8,034 | $83,478 |
| VTRSV | P | 2020-08-24 | 2020-11-17 | $3 | $0 | $0 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,004 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$77,267 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $82 | EsPenaltyAmt |
| Tax Due | $5,327 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | RON MARGOLIS | IndividualWithBooksNm |
| Phone | 2069854607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 CHESHIRE WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RON MARGOLIS | ||||||||
| 4615 EAST PALAIS PLACE | TUCSON | AZ | 85718 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| KATHLEEN MARGOLIS | ||||||||
| 4615 EAST PALAIS PLACE | TUCSON | AZ | 85718 | SECRETARY/V.P. | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,025,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,622,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,622,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,553,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,245 | TotalTaxAmt |
| Distributable Before Adj | $222,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,431 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $257,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,042 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,042 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,368 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOREN D HOSTEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVE N STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066239395 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER EXPLAINING REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARIZONA-SONORA DESERT MUSEUM | ||||||
| 2021 N KINNEY RD | TUCSON | AZ | 85743 | 501(C)(3) | FURTHER CHARITABLE GOALS | $300 |
| BAINBRIDGE ISLAND LAND TRUST | ||||||
| PO BOX 10144 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $12,500 |
| CAMP GAN ISRAEL SEATTLE | ||||||
| 4002 NE 72ND ST | SEATTLE | WA | 98115 | 501(C)(3) | FURTHER CHARITABLE GOALS | $6,500 |
| CONGREGATION KOL SHALOM | ||||||
| 1909 HIDDEN MEADOW LANE | ANNAPOLIS | MD | 21401 | 501(C)(3) | FURTHER CHARITABLE GOALS | $10,000 |
| EL GRUPO | ||||||
| 23 WEST 4TH STREET | TUCSON | AZ | 85705 | 501(C)(3) | FURTHER CHARITABLE GOALS | $500 |
| HEBREW FREE BURIAL ASSOC | ||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | 501(C)(3) | FURTHER CHARITABLE GOALS | $300 |
| HELPLINE HOUSE | ||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $10,000 |
| ISLANDWOOD | ||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| JEWISH FAMILIY SERVICES | ||||||
| 1601 16TH AVE | SEATTLE | WA | 98122 | 501(C)(3) | FURTHER CHARITABLE GOALS | $680 |
| JEWISH FEDERATION | ||||||
| 2031 3RD AVE | SEATTLE | WA | 98121 | 510(C)(3) | FURTHER CHARITABLE GOALS | $160,000 |
| KANSAS CITY UNIVERSITY | ||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 64106 | 501(C)(3) | FURTHER CHARITABLE GOALS | $1,750 |
| KIDS DISCOVERY MUESUM | ||||||
| 305 HARRISON STREET SEATTLE | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| KITSAP HUMANE SOCIETY | ||||||
| 9167 DICKEY ROAD NW | SILVERDALE | WA | 98383 | 501(C)(3) | FURTHER CHARITABLE GOALS | $10,000 |
| MARY BRIDGE CHILDREN'S MULTICARE | ||||||
| 317 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| HEBREW MORAL SOCIETY | ||||||
| 1511 E PIKE ST | SEATTLE | WA | 98122 | 501(C)(3) | FURTHER CHARITABLE GOALS | $150 |
| KOL SHALOM | ||||||
| PO BOX 11738 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| WEST SOUND WILDLIFE SHELTER | ||||||
| 7501 NE DOLPHIN DR | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| CHABAD TUCSON | ||||||
| 2443 E 4TH ST | TUCSON | AZ | 85719 | 501(C)(3) | FURTHER CHARITABLE GOALS | $5,000 |
| ISLAND COOPERATE PRESCHOOL | ||||||
| 6894 NE SEABOLD CHURCH RD | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER CHARITABLE GOALS | $2,500 |
| CHABAD OF PALM COAST | ||||||
| 160 CYPRESS POINT PKWY A208 | PALM COAST | FL | 32164 | 501(C)(3) | FURTHER CHARITABLE GOALS | $10,000 |
| US HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON DC | DC | 200242126 | 501(C)(3) | FURTHER CHARITABLE GOALS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,280 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,581 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$301 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RON MARGOLIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVE NSTE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $661,020 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,000 SHARES OF SBUX | NoncashPropertyDesc |
| Fair Market Value | $661,020 | FairMarketValueAmt |
| Received | 2021-05-13 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | E*TRADE INVESTMENTS | StockNm |
| EOY Book Value | $3,834,503 | EOYBookValueAmt |
| EOYFMV | $5,349,487 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYMENT OF PRIOR YEAR TAXES | $3,931 |
| COST BASIS ADJUSTMENT | $2,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $25 | $0 | $0 | $25 |
| OTHER RENTAL INCOME | $301 | $301 | $301 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTABA INC | Desc |
| Revenue And Expenses Per Books | $8,076 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,076 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,076 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |