CHRISTOPHER R KELLY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER R KELLY FAMILY FOUNDATION (EIN 91-1876347)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202123209349101752
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T16:26:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911233794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGEN KURTH PERMAN & CO PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVE SUITE 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981013216 | 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 | 911876347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER R KELLY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 2064471333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99342 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA DRIANO | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2064471333 | PhoneNum |
| Signature | 2021-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | DRIANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R RAMBORGER CPA | PreparerPersonNm |
| PTIN | P00444104 | PTIN |
| Phone | 2066829200 | PhoneNum |
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 | $1,615,493 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$18,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,003 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,007 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,110 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,278 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,833 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $805 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $455 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,672 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,163,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,045,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,610,821 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,189,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,050,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,615,493 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,225 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,401,304 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,401,304 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$212,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$351,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,188,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,189,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,050,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,188,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,050,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,050,244 | 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 |
|---|---|---|---|---|---|---|
| 500 SHS BAKER HUGHES COMPANY CL A | 2013-03-27 | 2020-02-06 | $10,789 | $23,424 | -$12,635 | -$12,635 |
| 1,525 SHS BP PLC ADS | 2015-03-03 | 2020-12-09 | $32,409 | $64,128 | -$31,719 | -$31,719 |
| 875 SHS BP PLC ADS | 2010-07-09 | 2020-12-09 | $18,596 | $29,475 | -$10,879 | -$10,879 |
| .237 SHS VIATRIS INC | 2009-07-08 | 2020-11-17 | $4 | $1 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,678 | 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 | $1,678 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,303 | OverpaymentAmt |
| Applied To ES Tax | $1,303 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGEN KURTH PERMAN & CO PS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066829200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 THIRD AVE SUITE 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981013216 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER R KELLY | ||||||||
| PO BOX 99621 | SEATTLE | WA | 98199 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIA C DRIANO | ||||||||
| 2530 42ND AVENUE WEST | SEATTLE | WA | 98199 | DIRECTOR | 3.00 | $16,010 | $9,110 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,444,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,464,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,464,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,442,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $375 | TotalTaxAmt |
| Distributable Before Adj | $71,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $76,956 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,624 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $265,329 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,278 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $303,607 | 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 | $76,956 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $226,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,714 | ExcessFromYear4Amt |
| Excess From Year3 | $23,386 | ExcessFromYear3Amt |
| Excess From Year2 | $34,624 | ExcessFromYear2Amt |
| Excess From Year1 | $60,649 | ExcessFromYear1Amt |
| Excess From Current Year | $38,278 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EWING C KELLY SCHOLARSHIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19208 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981091208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066741776 | RecipientPhoneNum |
| Form And Info And Materials | EWING C. KELLY SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANTS MUST HAVE BEEN ACCEPTED OR HAVE AN APPLICATION PENDING AT AN INSTITUTION OF HIGHER LEARNING. APPLICANTS MUST BE A SENIOR LEVEL STUDENT AT A PUBLIC OR PRIVATE HIGH SCHOOL IN THE SEATTLE-TACOMA-EVERETT AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW STE | 200 | KENNESAW | GA | 30144 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $2,000 |
| ANDREW JACKSON HERMITAGE | ||||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| ATLANTA HISTORY CENTER | ||||||||
| 130 WEST PACES FERRY RD NW | ATLANTA | GA | 30305 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| BERGEN VOLUNTEER MEDICAL INITIATIVE | ||||||||
| 75 ESSEX ST 100 | HACKENSACK | NJ | 07601 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $2,000 | |
| EDMONDS COMMUNITY COLLEGE | ||||||||
| 20000 68TH AVE W | LYNWOOD | WA | 98036 | NONE | EDUCATION | UNRESTRICTED | $1,500 | |
| FORT ROSS CONSERVANCY | ||||||||
| 19005 COAST HWY | JENNER | CA | 95450 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| FRIENDS OF SUTTER'S FORT | ||||||||
| 2701 L ST | SACRAMENTO | CA | 95816 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| FRIENDS OF THE UFFIZI GALLERY | ||||||||
| 205 WORTH AVE 201 | PALM BEACH | FL | 33480 | NONE | ARTS | UNRESTRICTED | $1,500 | |
| HOLY TRINITY CATHOLIC CHURCH | ||||||||
| 4215 PINE RD NE | BREMERTON | WA | 98310 | NONE | RELIGIOUS | UNRESTRICTED | $2,000 | |
| HUMANUS DOCUMENTARY FILMS FOUNDATION | ||||||||
| 6634 ORION AVE | VAN NUYS | CA | 91406 | NONE | ARTS | UNRESTRICTED | $2,000 | |
| KIT CARSON HOME AND MUSEUM | ||||||||
| 113 KIT CARSON RD | TAOS | NM | 87571 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| MAGNOLIA COOPERATIVE PRESCHOOL | ||||||||
| 3555 W MCGRAW ST | SEATTLE | WA | 98199 | NONE | EDUCATION | UNRESTRICTED | $500 | |
| MARYKNOLL SISTERS OF ST DOMINIC | ||||||||
| 100 RYDER RD | MARYKNOLL | NY | 10545 | NONE | RELIGIOUS | UNRESTRICTED | $2,000 | |
| MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 98108 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS WASHINGTON | ||||||||
| 1107 NE 45TH ST STE 330 | SEATTLE | WA | 98105 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $2,000 | |
| NATIONAL AUDOBON SOCIETY | ||||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | EDUCATION | UNRESTRICTED | $2,000 | |
| NATIONAL WORLD WAR I MUSEUM | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | ARTS | UNRESTRICTED | $1,500 | |
| NORTHWEST KIDNEY CENTERS FOUNDATION | ||||||||
| PO BOX 3035 | SEATTLE | WA | 98114 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $7,500 | |
| PRESIDENT JAMES K POLK HOME AND MUSEUM | ||||||||
| 301 W 7TH ST | COLUMBIA | TN | 38401 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| RAWALD FAMILY CHARITABLE FUND | ||||||||
| 100 PEMBROKE RD | DARIEN | CT | 06820 | NONE | EDUCATION | UNRESTRICTED | $1,250 | |
| ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $1,500 | |
| SAN FRANCISCO OPERA | ||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | ARTS | UNRESTRICTED | $3,500 | |
| SEATTLE CHILDREN'S HOSPITAL | ||||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | HUMANITARIAN NEEDS | UNRESTRICTED | $1,500 | |
| SEATTLE HUMANE SOCIETY | ||||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | EDUCATION | UNRESTRICTED | $4,000 | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | EDUCATION | UNRESTRICTED | $7,500 | |
| UNIVERSITY OF MIAMI | ||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | EDUCATION | UNRESTRICTED | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90007 | NONE | EDUCATION | UNRESTRICTED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,000 | 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 | $36,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$18,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK AND EXCHANGE-TRADED FUNDS | StockNm |
| EOY Book Value | $1,045,572 | EOYBookValueAmt |
| EOYFMV | $1,610,821 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $540 | $135 | $405 |
| WASHINGTON STATE FILING FEES | $50 | $0 | $50 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $1,225 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY FEES | CategoryTxt |
| Amt | $165 | Amt |
| Net Investment Income | $165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $805 | Amt |
| Net Investment Income | $805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |