GROUSEMONT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349104097
- Schema version
- 2020v4.1
- 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 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T17:45:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-10 | 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 | KATHRYN J OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $60,936,136 | 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 | $10,619,765 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,475 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,363,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,260,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,258,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,030,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,470,615 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $833,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$66,469 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,079,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,670,235 | 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 |
| Other Prof Fees Rev And Expnss | $173,414 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $99,139 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,917 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $190 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $362 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $362 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $424,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,501,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,501,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,926,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,660,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,153,281 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,530,722 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $730,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,209,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,209,644 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,243,419 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,411,539 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,466,785 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,255,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,836,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,952,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,506,528 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,921,929 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,935,870 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,977,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,532,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,371,488 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,713,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,911,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,936,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,713,391 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,911,377 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,713,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,911,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,713,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,911,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,713,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,153,281 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,705 | OtherIncreasesAmt |
| Subtotal | $55,911,377 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,911,377 | 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 | 2019-01-01 | 2020-12-31 | $1,856,202 | $1,797,145 | $59,057 | $59,057 | |
| 120,830 SHARES OF PACCAR INC. | 2019-01-01 | 2020-12-31 | $10,104,764 | $10,104,764 | $10,104,764 | ||
| PASS THROUGH CAPITAL GAIN | 2019-01-01 | 2020-12-31 | $237,132 | $237,132 | $237,132 | P | |
| CAPITAL GAINS DIVIDENDS | 2019-01-01 | 2020-12-31 | $69,662 | $69,662 | $69,662 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,470,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $174,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $174,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,718 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $95,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $195,718 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,541 | OverpaymentAmt |
| Applied To ES Tax | $21,541 | 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 | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | 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 | 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 | 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 (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 | PHILANTHROPIC | $68,023 |
| SOUND PHILANTHROPY LLC | |||||
| 4310 BIRKLAND ROAD NE | BAINBRIDGE ISLAND | WA | 98110 | ADMINISTRATIVE SERVICES | $66,389 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $54,240 |
| 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 | $35,221,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,970,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,371,488 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,563,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,563,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $818,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,744,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,687,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,687,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,177 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,599 | IncomeTaxAmt |
| Total Tax | $177,776 | TotalTaxAmt |
| Distributable Before Adj | $2,509,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,509,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,509,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,660,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,660,007 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,660,007 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,509,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,249 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $165,358 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $311,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $140,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $432,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,060,978 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,660,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,509,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,535 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,211,513 | 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 | $11,249 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,200,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $165,358 | ExcessFromYear4Amt |
| Excess From Year3 | $311,263 | ExcessFromYear3Amt |
| Excess From Year2 | $140,695 | ExcessFromYear2Amt |
| Excess From Year1 | $432,413 | ExcessFromYear1Amt |
| Excess From Current Year | $150,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 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 | $1,500 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | ||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $5,000 |
| AMIGOS DE SANTA CRUZ FOUNDATION | ||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | PC | EDUCATING THE NEXT GENERATION IN SANTA CRUZ PROJECT | $10,000 |
| ARTIST TRUST | ||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | PC | TO SUPPORT THE COVID-19 ARTIST TRUST RELIEF FUND OTHER | $20,000 |
| ARTSFUND | ||||||
| PO BOX 19780 | SEATTLE | WA | 98109 | PC | TO SUPPORT THE COVID-19 ARTS EMERGENCY RELIEF FUND. OTHER | $20,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $25,000 |
| BALLARD HIGH SCHOOL FOUNDATION | ||||||
| PO BOX 17626 | SEATTLE | WA | 98127 | PC | BALLARD HIGH SCHOOL GAINS PROGRAM OTHER | $50,000 |
| BALLARD HIGH SCHOOL FOUNDATION | ||||||
| PO BOX 17626 | SEATTLE | WA | 98127 | PC | GENERAL & UNRESTRICTED | $15,000 |
| BELLEVUE BOYS & GIRLS CLUB | ||||||
| 209 100TH AVE NE | BELLEVUE | WA | 98004 | PC | GENERAL & UNRESTRICTED | $25,000 |
| BELLEVUE BOYS & GIRLS CLUB | ||||||
| 209 100TH AVE NE | BELLEVUE | WA | 98004 | PC | GENERAL & UNRESTRICTED | $500 |
| BIKE WORKS SEATTLE | ||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $30,000 |
| BUILDING CHANGES | ||||||
| 1200 12TH AVE S STE 1200 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $2,000 |
| BUILDING CHANGES | ||||||
| 1200 12TH AVE S STE 1200 | SEATTLE | WA | 98144 | PC | THE WASHINGTON STATE STUDENT AND YOUTH HOMELESSNESS COVID-19 RESPONSE FUND OTHER | $1,000 |
| BUILDING CHANGES | ||||||
| 1200 12TH AVE S STE 1200 | SEATTLE | WA | 98144 | PC | WASHINGTON STATE STUDENT & YOUTH HOMELESSNESS - COVID-19 RESPONSE FUND OTHER | $75,000 |
| CAMP KOREY | ||||||
| 24880 BROTHERHOOD RD | MOUNT VERNON | WA | 98274 | PC | CAMP KOREY ORGANIC GARDEN & OUTDOOR DISCOVERY PROGRAM OTHER | $50,000 |
| CHILDRENS DISCOVERY FOUNDATION | ||||||
| 30 PEA PATCH LN | EASTSOUND | WA | 98245 | PC | GENERAL & UNRESTRICTED | $25,000 |
| COLLEGE SUCCESS FOUNDATION | ||||||
| 15500 SE 30TH PL STE 200 | BELLEVUE | WA | 98007 | PC | GENERAL & UNRESTRICTED | $30,000 |
| COMMON HOPE INC | ||||||
| 1400 ENERGY PARK DRIVE STE 23 | SAINT PAUL | MN | 55108 | PC | NEW HOPE SECONDARY EDUCATION PROJECT | $10,000 |
| COMMUNITIES IN SCHOOLS OF RENTON | ||||||
| 1055 S GRADY WAY | RENTON | WA | 98057 | PC | TO PROVIDE FLEXIBLE, UNRESTRICTED SUPPORT TO CIS RENTON ($35,000); CIS FEDERAL WAY ($28,000); CIS KENT ($20,000); CIS SEATTLE ($17,000) OTHER | $100,000 |
| COMMUNITIES IN SCHOOLS OF RENTON | ||||||
| 1055 S GRADY WAY | RENTON | WA | 98057 | PC | GENERAL & UNRESTRICTED | $2,000 |
| COMMUNITIES IN SCHOOLS OF RENTON | ||||||
| 1055 S GRADY WAY | RENTON | WA | 98057 | PC | GENERAL & UNRESTRICTED | $28,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | GENERAL & UNRESTRICTED | $25,000 |
| DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION | ||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | PC | URBAN GREEN SPACE FOREST RESTORATION PROGRAM OTHER | $30,000 |
| DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION | ||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | PC | GENERAL & UNRESTRICTED | $25,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | PC | THUNDERBIRD EMPLOYEE SCHOLARSHIP FUND OTHER | $1,000 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PC | GENERAL & UNRESTRICTED | $1,000 |
| EARTHCORPS | ||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | PC | EARTHCORPS' K-12 YOUTH ENGAGEMENT AND SERVICE-LEARNING PROGRAM OTHER | $30,000 |
| EISENHOWER MEDICAL CENTER | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,500 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PC | UNRESTRICTED SUPPORT OTHER | $20,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | PC | GENERAL & UNRESTRICTED | $75,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | PC | TO SUPPORT THE COVID-19 RESPONSE FUND OTHER | $50,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | PC | GENERAL & UNRESTRICTED | $27,000 |
| FORTERRA NW | ||||||
| 901 FIFTH AVE STE 2200 | SEATTLE | WA | 98164 | PC | EARTH DAY NORTHWEST 2020 (ED2020) OTHER | $50,000 |
| FORTERRA NW | ||||||
| 901 FIFTH AVE STE 2200 | SEATTLE | WA | 98164 | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $500 |
| 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 | $1,000 |
| FRONT AND CENTERED | ||||||
| 1501 E MADISON ST STE 250 | SEATTLE | WA | 98122 | PC | FRONTLINE RESPONSE FUND - COVID-19 OTHER | $20,000 |
| GREATER SEATTLE BUREAU OF FEARLESS IDEAS | ||||||
| PO BOX 30764 | SEATTLE | WA | 98113 | PC | GENERAL & UNRESTRICTED | $20,000 |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 10017 | PC | VITAMIN A SUPPLEMENTATION PROGRAM OTHER | $2,000 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | ||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | PC | GENERAL & UNRESTRICTED | $500 |
| ISLANDWOOD | ||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE IS | WA | 98110 | PC | ISLANDWOOD - YOUTH ENVIRONMENTAL EDUCATION PROGRAMS OTHER | $30,000 |
| KHAN ACADEMY INC | ||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | PC | GENERAL & UNRESTRICTED | $5,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | COVID-19 RELIEF FUND OTHER | $25,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | GENERAL & UNRESTRICTED | $5,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | PARALEGAL SALARY OTHER | $50,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $5,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $8,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $1,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $1,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 SW MILTON COURT | TIGARD | OR | 97224 | PC | GENERAL & UNRESTRICTED | $15,000 |
| NATURE BRIDGE | ||||||
| 28 GEARY ST SUITE 650 | SAN FRANCISCO | CA | 94108 | PC | ENVIRONMENTAL SCIENCE EDUCATION FOR GREATER PUGET SOUND YOUTH OTHER | $25,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $25,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | TRANSFORMATIONAL CLIMATE ACTION FOR PEOPLE AND NATURE OTHER | $200,000 |
| NEW BETHLEHEM | ||||||
| 11920 NE 80TH ST STE 100 | KIRKLAND | WA | 98033 | PC | SUPPORT THE NEW BETHLEHEM DAY CENTER - COVID-19 EMERGENCY RESPONSE OTHER | $20,000 |
| NEW STORY INC | ||||||
| 199 ARMOUR DR NE STE A | ATLANTA | GA | 30324 | PC | GENERAL & UNRESTRICTED | $1,000 |
| NORTHWEST EDUCATION ACCESS | ||||||
| 6920 ROOSEVELT WAY NE STE 355 | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $30,000 |
| NORTHWEST HARVEST E M M | ||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PC | UNRESTRICTED SUPPORT OTHER | $20,000 |
| NURTURING INDEPENDENCE THROUGH ARTISTIC DEVELOPMENT | ||||||
| 551 23RD ST | RICHMOND | CA | 94804 | PC | GENERAL & UNRESTRICTED | $1,000 |
| NW CHILDRENS FOUNDATION | ||||||
| 2100 24TH AVE S STE 320 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $5,000 |
| 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 | $2,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $2,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $30,000 |
| RANCHO MIRAGE LIBRARY AND OBSERVATORY FOUNDATION | ||||||
| 71100 HWY 111 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,000 |
| RWANDA GIRLS INITIATIVE | ||||||
| 1653 RAMBLING LN | MEDINA | WA | 98039 | PC | OPPORTUNITY FUND | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | EARLY CHILDHOOD EDUCATION EASTERN WA OTHER | $2,390 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | ||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | RESILIENCE FUND OTHER | $25,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | SAMS DONATION OTHER | $5,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE CENTER FOUNDATION | ||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | PC | TO SUPPORT THE SEATTLE/KING COUNTY CLINIC OTHER | $10,000 |
| SEATTLE COLLEGES FOUNDATION | ||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $30,000 |
| SEATTLE JAZZED | ||||||
| 3201 E REPUBLICAN ST | SEATTLE | WA | 98112 | PC | JAZZ HOUSE - A NEW HOME FOR SEATTLE JAZZED OTHER | $50,000 |
| SEATTLE PARKS FOUNDATION | ||||||
| 105 SOUTH MAIN ST 235 | SEATTLE | WA | 98104 | PC | VOLUNTEER PARK AMPHITHEATER REPLACEMENT OTHER | $30,000 |
| SEATTLE PUBLIC LIBRARY FOUNDATION | ||||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | PC | CHARITABLE EVENT | $5,000 |
| SOUND | ||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | PC | MIDDLE SCHOOL SUPPORT PROJECT (MSSP) OTHER | $30,000 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | ||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $1,500 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $1,500 |
| STANFORD UNIVERSITY SCHOOL OF EDUCATION | ||||||
| 485 LASUEN MALL | STANFORD | CA | 94305 | PC | STANFORD WOODS INSTITUTE FOR THE ENVIRONMENT OTHER | $25,000 |
| TEACH FOR AMERICA INC | ||||||
| 210 S HUDSON ST STE 307 | SEATTLE | WA | 98134 | PC | COLLEGE SERVICE CORPS TUTORS OTHER | $25,000 |
| TEACH FOR AMERICA INC | ||||||
| 210 S HUDSON ST STE 307 | SEATTLE | WA | 98134 | PC | TO PROVIDE FLEXIBLE, UNRESTRICTED SUPPORT OTHER | $30,000 |
| TEAM RUBICON | ||||||
| 214 MAIN ST 354 | EL SEGUNDO | CA | 90245 | PC | GENERAL & UNRESTRICTED | $1,000 |
| THE WASHINGTON BUS EDUCATION FUND | ||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | PC | BUS FELLOWSHIP PROGRAM OTHER | $30,000 |
| THE FISTULA FOUNDATION | ||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | PC | GENERAL & UNRESTRICTED | $5,000 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | GALA UNDERWRITING OTHER | $7,500 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | CHARITABLE EVENT | $12,500 |
| THE MOUNTAINS TO SOUND GREENWAY TR | ||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | PC | MOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM OTHER | $30,000 |
| THE SAFE CROSSINGS FOUNDATION | ||||||
| 1402 3RD AVE SUITE 1322 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| THE SEATTLE FOUNDATION | ||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | PC | TO SUPPORT THE COVID-19 RESPONSE FUND OTHER | $50,000 |
| THE SEATTLE FOUNDATION | ||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | PC | COVID-19 RESPONSE FUND OTHER | $10,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE | ||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | THE YMCA EARTH SERVICE CORPS (YESC) PROGRAM OTHER | $30,000 |
| 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 | GENERAL & UNRESTRICTED | $253,874 |
| UNIVERSITY OF WASHINGTON - UW MEDICINE | ||||||
| BOX 358045 | SEATTLE | WA | 98195 | PC | TO SUPPORT THE EMERGENCY RELIEF FUND OTHER | $20,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | COVID-19 EMERGENCY STUDENT FUND OTHER | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | PC | ENDOWED PROFESSORSHIP FOR CORNEA RESEARCH (PLEDGE NUMBER 6621378) OTHER | $5,000 |
| UNIVERSITY PREPARATORY ACADEMY | ||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $5,000 |
| URBAN FOREST CARBON REGISTRY | ||||||
| 999 3RD AVE STE 4600 | SEATTLE | WA | 98104 | PC | GENERAL & UNRESTRICTED | $1,000 |
| VIRGINIA MASON MEDICAL CENTER | ||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $1,500 |
| VIRGINIA MASON MEDICAL CENTER | ||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $1,000 |
| WASHINGTON GREEN SCHOOLS | ||||||
| 4649 SUNNYSIDE AVE NORTH SUITE 3 | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $30,000 |
| WASHINGTON WOMEN IN NEED | ||||||
| 232 5TH AVE S STE 201 | KIRKLAND | WA | 98033 | PC | CHARITABLE EVENT | $5,000 |
| WELLSPRING FAMILY SERVICES | ||||||
| 1900 RAINIER AVE S | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $50,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $228 |
| YEAR UP INC - SEATTLE CHAPTER | ||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $30,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MLK JR WAY BOX 136 | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $2,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 1143 MLK JR WAY BOX 136 | SEATTLE | WA | 98122 | PC | GENERAL & UNRESTRICTED | $74,000 |
| YWCA OF SEATTLE-KING COUNTY- SNOHOMISH COUNTY | ||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $500 |
| YWCA OF SEATTLE-KING COUNTY- SNOHOMISH COUNTY | ||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,501,992 | 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 | $5,475 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,363,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,237,221 | 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 | $874 | 14 | $831,444 | |
| PASS THRU TAX-EXEMPT INT | $849 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,856 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,437,387 | ExclusionAmt |
| Related Or Exempt Function Incm | $849 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,460,092 | 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 | TY 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 | $10,618,455 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| 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 | $10,618,455 | FairMarketValueAmt |
| Received | 2020-11-02 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATHOLIC HEALTH INITIATIVES - 4.200% - 08/01/2023 (14916RAF1) | $61,646 | $64,840 |
| CATHOLIC HEALTH INITIATIVES - 2.950% - 11/01/2022 (14916RAC8) | $63,493 | $67,889 |
| WESTPAC BANKING CORP - 2.100% - 05/13/2021 (961214CV3) | $94,864 | $95,648 |
| BERKSHIRE HATHAWAY NOTE - 2.200% - 03/15/2021 (084670BQ0) | $95,326 | $96,208 |
| KINDER MORGAN ENER PART NOTE - 5.800% - 03/01/2021 (494550BC9) | $95,853 | $90,733 |
| WELLS FARGO - 3.000% - 01/22/2021 (94974BFR6) | $97,129 | $95,085 |
| JPMORGAN CHASE & CO - 4.350% - 08/15/2021 (46625HJC5) | $98,371 | $94,350 |
| BANK AMER CORP FR - 3.300% - 01/11/2023 (06051GEU9) | $98,114 | $99,660 |
| CAPITAL ONE FINL CORP NOTE - 3.450% - 04/30/2021 (14040HBY0) | $101,872 | $100,678 |
| CITIGROUP INC SUB NT - 3.500% - 05/15/2023 (172967GT2) | $97,853 | $99,642 |
| COMCAST CORP - 3.700% - 04/15/2024 (20030NCR0) | $120,044 | $117,950 |
| ENERGY TRANSFER OPERATING LP - 4.500% - 04/15/2024 (29278NAH6) | $117,863 | $116,903 |
| GENERAL MOTORS - 3.450% - 01/14/2022 (37045XBS4) | $110,956 | $109,863 |
| IBRD - 1.625% - 03/09/2021 (459058EW9) | $111,741 | $115,316 |
| INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) | $316,126 | $328,292 |
| TRUIST FINL CORP ALTTIER I PERP - 4.800% - 02/01/2027 (097023CM5) | $123,983 | $127,938 |
| AT&T BD -3%-(00206RCM2) | $116,695 | $114,875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $233,445 | $245,616 |
| DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND (DFCEX) | $754,482 | $863,027 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $681,333 | $827,609 |
| DFA INTERNATIONAL CORE EQUITY FUND (DFIEX) | $1,359,884 | $1,467,570 |
| PIMCO INCOME FUND (PIMIX) | $1,785,354 | $1,811,903 |
| DFA GLOBAL ALLOCATION 60/40 I (DGSIX) | $2,533,709 | $2,865,059 |
| PACCAR INC (PCAR) | $23,167,613 | $26,355,693 |
| DFA GLOBAL REAL ESTATE SECURITIES PTF (DFGEX) | $255,350 | $237,684 |
| U.S. HIGH RELATIVE PROFIT PORT INSTITUTIONAL CLASS (DURPX) | $1,219,726 | $1,344,550 |
| VANGUARD BALANCED INDEX FD ADMIRAL SHS (VBIAX) | $845,221 | $933,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,700,191 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,733,125 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $711,348 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $733,660 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $4,825,699 | $5,854,808 |
| COLUMBIA PACIFIC INCOME FUND II, L.P (CPINCFND2) | AT COST | $11,543,044 | $11,462,879 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $163,405 | $53,801 |
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 | $35 | $0 | $35 |
| BANK CHARGES | $405 | $405 | $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 |
| PARTNERSHIP PROCESSING FEE | $3,000 | $0 | $3,000 |
| PASS THROUGH EXPENSES | $82,940 | $64,601 | $10 |
| OTHER DEDUCTIONS | $1,000 | $0 | $1,000 |
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 | $832,318 | -$66,469 | $832,318 |
| PASS THRU TAX-EXEMPT INT | $849 | $849 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACCAR INC. SHARES OUT - GRANT | Desc |
| Amt | $44,705 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $74,275 | $74,275 | $0 |
| PHILANTHROPIC CONSULTING | $66,389 | $0 | $66,389 |
| ACCOUNTING FEES | $22,038 | $0 | $22,038 |
| ADMINISTRATION FEE | $10,712 | $0 | $10,712 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $917 | $0 | $0 |
| EXCISE TAXES | $108,000 | $0 | $0 |
| FOREIGN TAX PAID | $0 | $190 | $0 |