GROUSEMONT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202213139349102001
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T12:33:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-08 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2022-11-08 | 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 | $72,708,762 | 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 | $9,603,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,043,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,063,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,535,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,790,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,452,670 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,072,068 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,720 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,255,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,520,581 | 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 | $24,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $103,635 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $38 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $38 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $137,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,457 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,457 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $161,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,680,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,680,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,235,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,885,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,019,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,319,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,209,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,631,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,631,638 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,411,539 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,343,929 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,310,550 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,836,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,734,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,467,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,921,929 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,477,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,389,218 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,532,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,781,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,910,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,911,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,968,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,708,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,911,377 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,968,595 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,911,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,968,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,911,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,968,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,911,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,019,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,688 | OtherIncreasesAmt |
| Subtotal | $66,968,595 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,968,595 | 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 | 2020-01-01 | 2021-12-31 | $5,083,860 | $5,053,711 | $30,149 | $30,149 | |
| 70,293 SHARES OF PACCAR INC. | 2020-01-01 | 2021-12-31 | $6,491,969 | $6,491,969 | $6,491,969 | ||
| PASS THROUGH CAPITAL GAIN | 2020-01-01 | 2021-12-31 | $715,973 | $715,973 | $715,973 | P | |
| CAPITAL GAINS DIVIDENDS | 2020-01-01 | 2021-12-31 | $214,579 | $214,579 | $214,579 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,452,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,541 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $71,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $134,541 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,006 | OverpaymentAmt |
| Applied To ES Tax | $5,006 | 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 |
|---|---|---|---|---|---|
| COLUMBIA PACIFIC CAPITAL MANAGERMENT | |||||
| 1910 FAIRVIEW AVE E SUITE 200 | SEATTLE | WA | 98102 | INVESTMENT MANAGEMENT | $99,626 |
| SOUND PHILANTHROPY LLC | |||||
| 4310 BIRKLAND ROAD NE | BAINBRIDGE ISLAND | WA | 98110 | PHILANTHROPIC | $91,474 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $50,240 |
| 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 | $44,035,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,415,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,910,008 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,361,041 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,361,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $980,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,380,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,219,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,219,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129,535 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,580 | IncomeTaxAmt |
| Total Tax | $138,115 | TotalTaxAmt |
| Distributable Before Adj | $3,080,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,080,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,080,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,885,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,885,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,080,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $165,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $311,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,695 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $432,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,200,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,885,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,885,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $195,323 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $195,323 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,004,941 | 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 | $1,004,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,298 | ExcessFromYear4Amt |
| Excess From Year3 | $140,695 | ExcessFromYear3Amt |
| Excess From Year2 | $432,413 | ExcessFromYear2Amt |
| Excess From Year1 | $150,535 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | ||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $500 |
| 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 | $25,000 |
| 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 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| BYRD BARR PLACE | ||||||
| 722 18TH AVE | SEATTLE | WA | 98122 | PC | MOVING TOGETHER CAPITAL CAMPAIGN OTHER | $250,000 |
| CHILDREN AND YOUTH JUSTICE CENTER | ||||||
| 300 ELLIOTT AVE W STE 360 | SEATTLE | WA | 98119 | PC | GENERAL & UNRESTRICTED | $25,000 |
| 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 | $45,000 |
| 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 | $350,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | PC | THUNDERBIRD EMPLOYEE SCHOLARSHIP PROGRAM SCHOLARSHIP FUND | $1,500 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | PC | THUNDERBIRD SCHOLARSHIP FUND | $500 |
| EARTHGEN | ||||||
| 4649 SUNNYSIDE AVE NORTH SUITE 3 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $25,000 |
| EISENHOWER MEDICAL CENTER | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $5,000 |
| 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 | $25,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $500 |
| FRIENDS OF KEXP | ||||||
| 472 1ST N AVE | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| FRIENDS OF SEATTLE WATERFRONT | ||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | PC | GENERAL & UNRESTRICTED | $375 |
| FRIENDS OF SEATTLE WATERFRONT | ||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | PC | GENERAL & UNRESTRICTED | $199,625 |
| 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 THE PALM SPRINGS ANIMAL SHELTER | ||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | PC | GENERAL & UNRESTRICTED | $500 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | ||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | GENERAL & UNRESTRICTED | $500 |
| INNOVIA FOUNDATION | ||||||
| 421 W RIVERSIDE AVE STE 606 | SPOKANE | WA | 99201 | PC | DONTATION TO SUPPORT THE TRAINING COORDINATOR FOR PRIORITY SPOKANE FUND OTHER | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | PC | GENERAL & UNRESTRICTED | $5,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | GENERAL & UNRESTRICTED | $25,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $35,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $50,000 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | ||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $35,000 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | ||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $30,000 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | ||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | PC | TO SUPPORT STAFFING FOR THE EXPANSION OF SERVICES TO YAKIMA OTHER | $150,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| PO BOX 4288 | PORTLAND | OR | 97208 | PC | GENERAL & UNRESTRICTED | $10,000 |
| MOCKINGBIRD SOCIETY | ||||||
| 2100 24TH AVE SOUTH | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $30,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $50,000 |
| NATUREBRIDGE - SEATTLE | ||||||
| 1402 THIRD AVE SUITE 817 | SEATTLE | WA | 98101 | 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 | $35,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $5,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| 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 | CAMPERSHIP OTHER | $550 |
| PALM SPRINGS PATHFINDERS | ||||||
| PO BOX 5005 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | ||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $25,000 |
| 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 | $1,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | PURCHASE OF BUS FOR EASTERN WASHINGTON STATE OTHER | $35,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | TO SUPPORT THE YAKIMA VALLEY, WA PROJECT AND THE PURCHASE OF A BUS. OTHER | $50,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | CHARITABLE EVENT | $10,000 |
| SEATTLE CENTER FOUNDATION | ||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | PC | MOBILE DENTAL AND OPTOMETRY CLINIC OTHER | $25,000 |
| SEATTLE CHAMBER MUSIC SOCIETY FOUNDATION | ||||||
| 601 UNION ST STE 220 | SEATTLE | WA | 98101 | SO II | GENERAL & UNRESTRICTED | $500 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | ||||||
| PO BOX 5371 MAIL STOP 818-F | SEATTLE | WA | 98145 | PC | OLSON NEURO-ONCOLOGY LAB OTHER | $10,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | ||||||
| PO BOX 5371 MAIL STOP 818-F | SEATTLE | WA | 98145 | PC | TO SUPPORT THE ODESSA BROWN CHILDREN'S CLINIC OTHER | $50,000 |
| SEATTLE CHILDRENS THEATRE ASSOCIATION | ||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SEATTLE COLLEGES FOUNDATION | ||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | PC | TO SUPPORT STUDENT'S GREATEST NEEDS OTHER | $50,000 |
| SEATTLE OPERA | ||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $25,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $10,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $1,000 |
| 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 | $700 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | ||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | PC | MATCHING FUND OTHER | $5,000 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $3,500 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $750 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $1,500 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | WOODS INSTITUTE FOR THE ENVIRONMENT OTHER | $25,000 |
| TEEN FEED | ||||||
| 4740 B UNIVERSITY WAY NE | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $20,000 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | RAISE THE PAW PLEDGE PAYMENT FOR GALA UNDERWRITING OTHER | $7,500 |
| THE NATURE CONSERVANCY IN ALASKA | ||||||
| 715 L ST SUITE 100 | ANCHORAGE | AK | 99501 | PC | ALASKA AFFINITY GROUP OTHER | $25,000 |
| THE SAFE CROSSINGS FOUNDATION | ||||||
| 4210 SW OREGON ST STE H | SEATTLE | WA | 98116 | PC | GENERAL & UNRESTRICTED | $25,000 |
| 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 |
| UNIVERSITY OF WASHINGTON | ||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | GOV | TYEE DEPARTMENT, HUSKIES ALL IN FUND DIRECTED BY SALLY WRIGHT OTHER | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | FIRST PLEDGE PAYMENT TO THE EARTHLAB CORE IMPACT FUND (ENVINS) OTHER | $50,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | ENDOWED PROFESSORSHIP FOR CORNEA RESEARCH (CRSCHR) OTHER | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | ACHIEVEMENT SCHOLARS ENDOWED FUND OTHER | $1,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | UW BROTHERHOOD INITIATIVE | $50,000 |
| UNIVERSITY PREPARATORY ACADEMY | ||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $5,000 |
| VIRGINIA MASON MEDICAL CENTER | ||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | CHARITABLE EVENT | $10,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $100,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | 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 | $2,680,000 | 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 | $237 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,043,938 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,044 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,524,022 | 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 | $33,519 | 14 | $1,031,658 | |
| PASS THRU TAX-EXEMPT INT | $6,891 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $44,563 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,599,855 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,891 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,651,309 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THEILINE SCHEUMANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVENUE SUITE 3030 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,601,052 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $9,601,052 | FairMarketValueAmt |
| Received | 2021-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,458 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE - 3.750% - 11/14/2023 (00287YBC2) | $133,711 | $129,530 |
| AMERICAN TOWER CORP - 5.000% - 02/15/2024 (03027XAD2) | $123,944 | $120,580 |
| APPLE INC - 1.125% - 05/11/2025 (037833DT4) | $121,727 | $121,639 |
| AT&T BD - 3.000% - 06/30/2022 (00206RCM2) | $116,695 | $111,846 |
| BANK OF AMERICA CORP - 1.486% - 05/19/2024 (06051GJC4) | $125,388 | $123,830 |
| BANK OF MONTREAL MTN - 3.300% - 02/05/2024 (06367WHH9) | $134,598 | $129,762 |
| CIGNA CORP NEW SER B - 3.750% - 07/15/2023 (125523AF7) | $133,074 | $128,022 |
| CITIGROUP INC - 1.678% - 05/15/2024 (172967MR9) | $126,900 | $125,385 |
| COMCAST CORP - 3.700% - 04/15/2024 (20030NCR0) | $120,044 | $113,698 |
| EUROPEAN INVESTMENT BANK - 3.250% - 01/29/2024 (298785GJ9) | $597,514 | $577,432 |
| EUROPEAN INVT BK 144A NOTE - 0.375% - 03/26/2026 (298785JK3) | $193,197 | $192,552 |
| IBRD - 2.500% - 07/29/2025 (459058EP4) | $482,012 | $465,827 |
| INTERNATIONAL BK FOR RECON & DEV - 1.500% - 08/28/2024 (459056HV2) | $414,361 | $405,828 |
| INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) | $316,126 | $315,939 |
| MORGAN STANLEY - 4.350% - 09/08/2026 (6174467Y9) | $71,206 | $68,490 |
| NEXTERA ENERGY CAP HLDGS INC BOND - 0.650% - 03/01/2023 (65339KBU3) | $123,622 | $122,387 |
| ROYAL BANK OF CANADA - 4.650% - 01/27/2026 (780082AD5) | $143,491 | $136,471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND (DFCEX) | $1,198,175 | $1,321,090 |
| DFA GLOBAL ALLOCATION 60/40 I (DGSIX) | $2,687,623 | $3,252,414 |
| DFA GLOBAL REAL ESTATE SECURITIES PTF (DFGEX) | $830,873 | $910,708 |
| DFA INTERNATIONAL CORE EQUITY FUND (DFIEX) | $2,089,645 | $2,394,544 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $1,314,057 | $1,752,244 |
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $246,212 | $314,567 |
| ISHARES INC ISHARES MSCI EM ESG OPTIMIZED (ESGE) | $148,424 | $138,892 |
| ISHARES MSCI USA ESG OPTIMIZED (ESGU) | $655,215 | $677,866 |
| ISHARES TRUST ISHARES MSCI EAFE ESG OPTIMIZED (ESGD) | $252,459 | $247,197 |
| PACCAR INC (PCAR) | $27,678,080 | $30,203,896 |
| PIMCO INCOME FUND (PIMIX) | $1,967,078 | $1,964,817 |
| U.S. HIGH RELATIVE PROFIT PORT INSTITUTIONAL CLASS (DURPX) | $1,373,969 | $1,780,831 |
| VANGUARD BALANCED INDEX FD ADMIRAL SHS (VBIAX) | $1,292,315 | $1,508,282 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $953,219 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $922,684 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $390,710 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $387,866 | 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 II, L.P (CPINCFND2) | AT COST | $13,052,753 | $13,156,900 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $128,334 | $42,147 |
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $5,600,206 | $6,710,961 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $25 | $0 | $25 |
| BANK CHARGES | $385 | $385 | $0 |
| ADMINISTRATIVE FEES | $50,000 | $0 | $50,000 |
| WEBSITE DESIGN/MAINTENANCE | $240 | $0 | $240 |
| INSURANCE | $2,729 | $0 | $2,729 |
| DUES & MEMBERSHIPS | $1,500 | $0 | $1,500 |
| PASS THROUGH EXPENSES | $105,777 | $94,256 | $0 |
| OTHER DEDUCTIONS | $87 | $0 | $87 |
| OFFICE - OTHER | $462 | $0 | $462 |
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 | $1,065,177 | $3,720 | $1,065,177 |
| PASS THRU TAX-EXEMPT INT | $6,891 | $6,891 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACCAR INC. SHARES OUT - GRANT | Desc |
| Amt | $37,688 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $106,872 | $106,872 | $0 |
| PHILANTHROPIC CONSULTING | $91,200 | $0 | $91,200 |
| ADMINISTRATION FEE | $12,435 | $0 | $12,435 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEILINE SCHEUMANN | PersonNm |
US Address USAddress
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $137,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |