THE BAMFORD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BAMFORD FOUNDATION (EIN 91-1504193)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-08-10
- IRS object ID
- 202132229349101013
- Schema version
- 2019v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-10T13:19:41-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272881734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REKDAL HOPKINS HOWARD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 116TH AVENUE NE SUITE 100 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911504193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAMFORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAMF | BusinessNameControlTxt |
| Phone | 2533838584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2274 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BAMFORD HUNT | PersonNm |
| Person Title | SECRETARY / DIRECTOR | PersonTitleTxt |
| Phone | 2533838584 | PhoneNum |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J LEPLEY CPA | PreparerPersonNm |
| PTIN | P00742669 | PTIN |
| Phone | 4256581400 | PhoneNum |
| Preparation | 2021-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $14,241,456 | 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 | $4,525,807 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $541,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $541,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,022,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,700,767 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $160,478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160,478 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,224,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,402,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,700 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,166,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,166,893 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,300,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,233,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,923,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,393,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $324,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,087,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,087,352 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,311,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,471,904 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,154,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,635,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,559,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,241,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,213,172 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,213,172 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,422,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,346,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,635,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,559,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,635,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,559,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,635,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,923,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,559,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,559,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AIR PRODUCTS & CHEM | 2020-02-14 | 2020-02-19 | $73,077 | $12,575 | $60,502 | $60,502 | |
| AMERICAN EXPRESS | 2020-02-14 | 2020-02-19 | $92,791 | $19,486 | $73,305 | $73,305 | |
| COCA-COLA EUROPEAN PARTNERS | 2020-02-14 | 2020-02-19 | $88,102 | $21,860 | $66,242 | $66,242 | |
| COMCAST CORP | 2020-02-14 | 2020-02-19 | $125,187 | $18,114 | $107,073 | $107,073 | |
| CORTEVA INC | 2020-02-14 | 2020-02-19 | $33,099 | $9,301 | $23,798 | $23,798 | |
| DOLLAR TREE INC | 2020-02-14 | 2020-02-19 | $104,663 | $15,950 | $88,713 | $88,713 | |
| DUPONT DE NEMOURS | 2020-02-14 | 2020-02-19 | $57,258 | $28,532 | $28,726 | $28,726 | |
| HONEYWELL INTERNATIONAL | 2020-02-14 | 2020-02-19 | $136,671 | $17,211 | $119,460 | $119,460 | |
| LOCKHEED MARTIN | 2020-02-14 | 2020-02-19 | $72,168 | $7,353 | $64,815 | $64,815 | |
| MARATHON PETROLEUM | 2020-02-14 | 2020-02-19 | $92,194 | $16,926 | $75,268 | $75,268 | |
| MOODYS CORP | 2020-02-14 | 2020-02-19 | $88,844 | $6,905 | $81,939 | $81,939 | |
| NIKE INC | 2020-02-14 | 2020-02-19 | $102,432 | $10,362 | $92,070 | $92,070 | |
| PROGRESSIVE CORP | 2020-02-14 | 2020-02-19 | $70,432 | $9,719 | $60,713 | $60,713 | |
| RESMED INC | 2020-02-14 | 2020-02-19 | $87,091 | $8,713 | $78,378 | $78,378 | |
| STARBUCKS CORP | 2020-02-14 | 2020-02-19 | $136,470 | $6,913 | $129,557 | $129,557 | |
| STRYKER CORP | 2020-02-14 | 2020-02-19 | $82,050 | $10,450 | $71,600 | $71,600 | |
| TJX COS INC | 2020-02-14 | 2020-02-19 | $81,809 | $5,057 | $76,752 | $76,752 | |
| TRAVELERS COMPANIES INC | 2020-02-14 | 2020-02-19 | $114,683 | $29,921 | $84,762 | $84,762 | |
| UNION PACIFIC CORP | 2020-02-14 | 2020-02-19 | $102,662 | $7,225 | $95,437 | $95,437 | |
| US BANCORP | 2020-02-14 | 2020-02-19 | $81,586 | $21,193 | $60,393 | $60,393 | |
| WEBSTER FINL CORP | 2020-02-14 | 2020-02-19 | $91,863 | $7,703 | $84,160 | $84,160 | |
| WELLS FARGO CO | 2020-02-14 | 2020-02-19 | $105,252 | $30,367 | $74,885 | $74,885 | |
| CAPITAL GAINS DIVIDENDS | $2,219 | $2,219 | $2,219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,700,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,290,002 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,397,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,817,710 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,731,282 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,791,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,555,566 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169715 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,757,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,207,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.190878 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,561,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,288,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188382 | DistributionYr5Rt |
| Total Distribution | 0.983743 | TotalDistributionRt |
| Average Distribution | 0.196749 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,895,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,734,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,757,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,233,343 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $59 | EsPenaltyAmt |
| Tax Due | $9,794 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.BAMFORDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAMFORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2536204743 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2274 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98401 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CALVIN BAMFORD JR | ||||||||
| PO BOX 2274 | TACOMA | WA | 98401 | PRESIDENT / TREASURER | 1.00 | $0 | $0 | $0 |
| JOANNE BAMFORD | ||||||||
| PO BOX 2274 | TACOMA | WA | 98401 | VP / DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOLLY BAMFORD HUNT | ||||||||
| PO BOX 2274 | TACOMA | WA | 98401 | SECRETARY / DIRECTOR | 20.00 | $75,000 | $0 | $0 |
| DREW BAMFORD | ||||||||
| PO BOX 2274 | TACOMA | WA | 98401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER BAMFORD | ||||||||
| PO BOX 2274 | TACOMA | WA | 98401 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,158,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,948,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,107,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,107,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,895,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $694,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $694,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,935 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,114 | IncomeTaxAmt |
| Total Tax | $31,049 | TotalTaxAmt |
| Distributable Before Adj | $663,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $663,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $663,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,233,343 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,233,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,935 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,209,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $663,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,155,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,316,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,281,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,311,780 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,704,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,770,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,233,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $663,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,569,592 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,340,368 | 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 | $1,155,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,184,565 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,316,870 | ExcessFromYear4Amt |
| Excess From Year3 | $1,281,414 | ExcessFromYear3Amt |
| Excess From Year2 | $1,311,780 | ExcessFromYear2Amt |
| Excess From Year1 | $2,704,909 | ExcessFromYear1Amt |
| Excess From Current Year | $2,569,592 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY BAMFORD HUNT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2274 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2536204743 | RecipientPhoneNum |
| Recipient Email Address | INFO@BAMFORDFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS CAN BE SUBMITTED VIA MAIL OR EMAIL MESSAGE TO INFO@BAMFORDFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION BOARD HAS VOTED THROUGH TO CONTINUE THE BAMFORD FOUNDATION'S CURRENT GRANT PROCESS OF REVIEWING LETTERS OF INQUIRY AND FULL REQUESTS BY INVITATION ONLY. IF THE POTENTIAL GRANTEES' MISSION ALIGNS WELL WITH THE BAMFORD FOUNDATION'S PRIORITIES, IT IS ACCEPTABLE TO CONTACT THE FOUNDATION'S DIRECTOR HOLLY VIA EMAIL TO ASK FOR CONSIDERATION OF AN INVITATION TO SUBMIT A LETTER. IF YOU HAVE BEEN INVITED TO SUBMIT A LETTER OF INQUIRY TO THE FOUNDATION, YOU MAY DO SO USING THE FOLLOWING CONTACT INFORMATION. THE FOUNDATION WILL RESPOND TO A LETTER OF INQUIRY WITH A SPECIFIC REQUEST FOR AN APPLICATION AND SUPPORTING DOCUMENTS. THE FOUNDATION GRANTS COMMITTEE MEETS 4 TIMES PER YEAR AND WILL TYPICALLY BE ABLE TO RESPOND TO A LETTER OF REQUEST WITHIN 3 MONTHS TIME. POTENTIAL GRANTSEEKERS MAY CONTACT THE DIRECTOR VIA EMAIL WITH ANY QUESTIONS ABOUT THE GRANT PROCESS OR ABOUT THE FOUNDATION'S PRIORITY GIVING AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PAGE AHEAD | ||||||
| 1130 NW 85TH ST | SEATTLE | WA | 98117 | 501(C)(3) NON-PROFIT | YOUTH PROGRAM SUPPORT | $20,000 |
| A STEP AHEAD PIERCE COUNTY | ||||||
| 10324 CANYON RD E STE 203 | PUYALLUP | WA | 98373 | 501(C)(3) PUBLIC CHA | CAPITAL CAMPAIGN & PROGRAM SUPPORT | $15,000 |
| ADVOCATES FOR IMMIGRANTS IN DETENTION NORTHWEST | ||||||
| 1915 S SHERIDAN AVE | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | WELCOME CENTER RV CAMPAIGN. | $2,000 |
| AHAT HOMECARE | ||||||
| 301 N L STREET | TACOMA | WA | 98403 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| ALCHEMY INDOOR | ||||||
| PO BOX 569 | TACOMA | WA | 98401 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - YOUTH LEADERSHIP THROUGH SKATEBOARDING | $25,000 |
| AMARA | ||||||
| 1901 JEFFERSON AVE SUITE 212 | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | PIERCE COUNTY EMERGENCY SANCTUARY PROGRAM SUPPORT | $1,500 |
| AMERICAN LEADERSHIP FORUM | ||||||
| 738 BROADWAY 301 | TACOMA | WA | 98402 | PUBLIC CHARITY 509(A | GENERAL SUPPORT | $17,000 |
| ANNIE WRIGHT SCHOOL | ||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | SCHOOL 170(B)(1) | SUPPORT EDUCATION, CAPITAL AND ENDOWMENT SUPPORT FOR STRENGTH CAMPAIGN | $25,000 |
| ARK INSTITUTE OF LEARNING | ||||||
| 1916 S WASHINGTON ST | TACOMA | WA | 98405 | 501(C)(3) PUBLIC CHA | SUPPORT FOR SCHOLARSHIP FUND | $6,000 |
| ARTS IMPACT | ||||||
| 800 OAKSDALE AVE SW | RENTON | WA | 98057 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $30,000 |
| ASIA PACIFIC CULTURAL CENTER | ||||||
| 4851 S TACOMA WAY | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | SUPPORT TO INCREASE ORGANIZATION CAPACITY. | $125,250 |
| ASSOCIATED MINISTRIES | ||||||
| 1224 S I STREET | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | ACCESS 4 POINT HOUSING AND OUTREACH SUPPORT. | $10,000 |
| BEECHER'S FOUNDATION | ||||||
| 1725 WESTLAKE AVE N STE 150 | SEATTLE | WA | 98109 | 501(C)(3) NON-PROFIT | PIERCE COUNTY INITIATIVE | $20,000 |
| BELLARMINE PREPARATORY ACADEMY | ||||||
| 2300 S WASHINGTON | TACOMA | WA | 984051304 | SCHOOL 170(B)(1) | ANNUAL GIVING | $2,000 |
| BETHEL COMMUNITY SERVICES | ||||||
| 18020 E B STREET | SPANAWAY | WA | 98387 | PUBLIC CHARITY 509(A | SUPPORT OF FAMILY AND YOUTH SUPPORT PROGRAMS | $5,000 |
| BIG BROTHERS BIG SISTERS OF PIERCE COUNTY | ||||||
| 3630 S CEDAR ST STE R | TACOMA | WA | 98409 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $21,750 |
| BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND | ||||||
| 3875 SOUTH 66TH STREET STE 101 | TACOMA | WA | 98409 | PUBLIC CHARITY 509 ( | PROGRAM SUPPORT (GREAT FUTURES AND BOOST) | $72,500 |
| BUILDING YOUTH THROUGH MUSIC | ||||||
| PO BOX 1722 | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | YOUTH PROGRAM SUPPORT | $10,000 |
| CATHOLIC COMMUNITY SERVICES | ||||||
| 1323 YAKIMA AVENUE | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - FAMILY HOUSING NETWORK | $5,000 |
| CENTER FOR DIALOGUE AND RESOLUTION | ||||||
| 717 TACOMA AVE S | TACOMA | WA | 98402 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $1,000 |
| CHILD CARE RESOURCES | ||||||
| 1225 SOUTH WELLER SUITE 300 | SEATTLE | WA | 98144 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $20,000 |
| CITIZENS FOR A HEALTHY BAY | ||||||
| 535 DOCK STREET SUITE 213 | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $15,000 |
| COFFEE OASIS | ||||||
| 837 4TH ST | BREMERTON | WA | 98337 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $20,000 |
| COLLEGE SUCCESS FOUNDATION | ||||||
| 950 PACIFIC AVE | TACOMA | WA | 98402 | PUBLIC CHARITY 509(A | PROGRAM SUPPORT (TACOMA EMPOWERING YOUTH) | $26,000 |
| COMMUNITIES IN SCHOOLS | ||||||
| 708 G STREET | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | PROGRAM- SUPPORT: READY, SET, READ | $15,000 |
| COMMUNITY HEALTH CARE | ||||||
| 1019 PACIFIC AVE STE 300 | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | PATIENT CARE FUND | $15,500 |
| COMPREHENSIVE LIFE RESOURCES | ||||||
| 1201 S PROCTOR ST | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - MINDFULLNESS PROGRAM AT DELONG ELEMENTARY SCHOOL | $25,000 |
| DEGREES OF CHANGE | ||||||
| 1102 COMMERCE ST SUITE 400 | TACOMA | WA | 98401 | 501(C)(3) NON-PROFIT | ACT SIX SCHOLARSHIP PROGRAM AND CAPACITY BUILDING SUPPORT. | $51,500 |
| EMERGENCY FOOD NETWORK | ||||||
| 3318 92ND ST SOUTH | TACOMA | WA | 98499 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT | $12,000 |
| FAMILIES UNLIMITED NETWORK | ||||||
| 2610 SUNSET DR W | UNIVERSITY PLACE | WA | 98466 | 501(C)(3) NON-PROFIT | 501(C)(3) NON-PROFIT ORG. | $5,000 |
| FIRST 5 FUNDAMENTALS | ||||||
| 3318 92ND ST SOUTH | TACOMA | WA | 98499 | PUBLIC CHARITY 509 ( | GENERAL SUPPORT | $132,500 |
| FOSS WATERWAY SEAPORT MUSEUM | ||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | PUBLIC CHARITY 509(A | EDUCATION PROGRAMS AND CAPITAL CAMPAIGN | $114,618 |
| GEORGETOWN DAY SCHOOL | ||||||
| 4530 MACARTHUR BOULEVARD NW | WASHINGTON | DC | 20007 | SCHOOL 170(B)(1) | ANNUAL GIVING | $7,000 |
| GIRLS ON THE RUN WEST SOUND | ||||||
| PO BOX 1003 | TRACYTON | WA | 98393 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - TACOMA AND PIERCE COUNTY SCHOOLS | $15,000 |
| GOODWILL FOUNDATION | ||||||
| 714 S 27TH ST | TACOMA | WA | 98409 | PUBLIC CHARITY 509(A | FINANCIAL LITERACY PROGRAM, SCHOLARSHIP SUPPORT | $5,000 |
| GRADUATE TACOMA | ||||||
| 919 S 9TH ST | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $53,000 |
| GRAND CINEMA | ||||||
| 606 S FAWCETT AVE | TACOMA | WA | 98466 | 501(C)(3) NON-PROFIT | TACOMA CREATES SUPPORT | $15,000 |
| GREATER METRO PARKS FOUNDATION | ||||||
| 4702 S 19TH ST | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT (AFTERSCHOOL PROGRAMS, IMAGINE EASTSIDE) | $10,500 |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||
| 950 PACIFIC AVE STE 1100 | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $250,000 |
| GREENTRIKE | ||||||
| 1501 PACIFIC AVE STE 202 | TACOMA | WA | 98401 | PUBLIC CHARITY 509(A | GENERAL OPERATING AND OUTREACH PROGRAM SUPPORT | $404,000 |
| HILLTOP ARTISTS | ||||||
| PO BOX 6829 | TACOMA | WA | 98417 | PUBLIC CHARITY 509 ( | SCHOLARSHIP SUPPORT-AFTERSCHOOL PROGRAM, GENERAL SUPPORT | $27,750 |
| HOPESPARKS | ||||||
| 6424 NORTH 9TH STREET | TACOMA | WA | 98406 | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT - EARLY CHILDHOOD DEVELOPMENTAL SERVICES | $500 |
| JOB CARR CABIN MUSEUM | ||||||
| PO BOX 7609 | TACOMA | WA | 98417 | 501(C)(3) PUBLIC CHA | EDUCATION PROGRAM SUPPORT | $15,000 |
| JUNIOR ACHIEVEMENT OF WASHINGTON | ||||||
| 1700 WESTLAKE AVE N SUITE 400 | SEATTLE | WA | 98109 | 501(C)(3) PUBLIC CHA | BIZTOWN SCHOLARSHIPS PROGRAM SUPPORT | $7,525 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 1215 4TH AVENUE 1400 | SEATTLE | WA | 98161 | PUBLIC CHARITY 509(A | TACOMA DIABETES WALK SUPPORT | $1,000 |
| KBTC ASSOCIATION | ||||||
| 2320 S 19TH ST | TACOMA | WA | 98405 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $11,703 |
| KEY FREE CLINIC | ||||||
| PO BOX 1095 | VAUGHN | WA | 98394 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $4,000 |
| KNKX PUBLIC RADIO | ||||||
| 2601 4TH AVE | SEATTLE | WA | 98121 | 501(C)(3) NON-PROFIT | ANNUAL GIVING | $25,000 |
| LINDQUIST DENTAL CLINIC FOR CHILDREN | ||||||
| 130 131ST STREET | TACOMA | WA | 98444 | 501(C)(3) NON-PROFIT | SUPPORT OF COMMUNITY OUTREACH AND UNCOMPENSATED CARE SCHOLARSHIPS | $15,000 |
| LUTHERAN COMMUNITY SERVICES NW | ||||||
| 4040 S 188TH ST STE 300 | SEATAC | WA | 98188 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT, REFUGEE ASSISTANCE | $500 |
| MAKING A DIFFERENCE FOUNDATION | ||||||
| 4218 S STEELE STREET SUITE 215 | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $1,000 |
| MARY BRIDGE CHILDREN'S HOSPITAL FOUNDATION | ||||||
| PO BOX 5296 | TACOMA | WA | 984150296 | HOSPITAL 509(A)(1) | BUILDING DREAMS CAMPAIGN AND GENERAL SUPPORT | $5,000 |
| MEADOWBROOK STABLES | ||||||
| 8200 MEADOWBROOK LANE | CHEVY CHASE | MD | 20815 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $3,000 |
| METROPOLITAN DEVELOPMENT COUNCIL | ||||||
| 945 FAWCETT AVE | TACOMA | WA | 98402 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $10,000 |
| MULTICULTURAL CHILD HOPE CENTER | ||||||
| 2021 S 19TH STREET | TACOMA | WA | 98405 | PUBLIC CHARITY 509(A | PROFESSIONAL DEVELOPMENT SUPPORT | $36,023 |
| MUSTARD SEED PROJECT | ||||||
| 29 JANES AVENUE | MEDFIELD | MA | 02052 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $50,000 |
| NANTUCKET BOYS AND GIRLS CLUB | ||||||
| 61 SPARKS AVENUE | NANTUCKET | MA | 02554 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $250 |
| NEIGHBORHOOD CLINIC | ||||||
| 1323 SOUTH YAKIMA | TACOMA | WA | 98405 | PUBLIC CHARITY 509(A | GENERAL SUPPORT - HEALTH CARE | $10,000 |
| NETWORK TACOMA | ||||||
| 5435 SOUTH M STREET | TACOMA | WA | 98408 | 501(C)(3) NON-PROFIT | CAPITAL CAMPAIGN FOR HOUSING | $10,800 |
| NEW PHOEBE HOUSE ASSOCIATION | ||||||
| PO BOX 5245 | TACOMA | WA | 98415 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - RESIDENCE FOR MOTHER AND FAMILY IN RECOVERY | $5,000 |
| NOURISH PIERCE COUNTY | ||||||
| 1702 S 72ND ST SUITE E | TACOMA | WA | 98408 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $5,000 |
| OASIS YOUTH CENTER | ||||||
| 3520 SOUTH PINE STREET | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | OPERATIONAL AND CAPITAL SUPPORT | $21,200 |
| OLIVE CREST | ||||||
| 1216 CENTER STREET | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | INDEPENDENT LIVING PROGRAMS SUPPORT | $15,000 |
| PACIFIC LUTHERAN UNIVERSITY CENTER FOR COMMUNITY ENGAGEMENT | ||||||
| 12180 PARK AVENUE S | TACOMA | WA | 98447 | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $5,000 |
| PALMER SCHOLARS | ||||||
| PO BOX 7119 | TACOMA | WA | 98419 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - R. MERLE PALMER SCHOLARSHIP FUND | $16,000 |
| PEACE COMMUNITY CENTER | ||||||
| 2106 SOUTH CUSHMAN | TACOMA | WA | 98405 | PUBLIC CHARITY 509(A | PROGRAM SUPPORT (HILLTOP SCHOLARS AND VIBRANT SCHOOLS COALITION) AND CAPITAL CAMPAIGN | $50,500 |
| PHILANTHROPY NORTHWEST | ||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | PUBLIC CHARITY 509(A | MEMBERSHIP AND GENERAL SUPPORT | $7,000 |
| PIERCE COUNTY AIDS FOUNDATION | ||||||
| 3009 S 40TH ST | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | CAPITAL CAMPAIGN FOR NEW BUILDING | $13,000 |
| PRINCETON ALUMNICORPS | ||||||
| 12 STOCKTON ST | PRINCETON | NJ | 08540 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT, LEADERSHIP DEVELOPMENT ANNUAL GIFT | $1,592 |
| PRINCETON UNIVERSITY | ||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT 25TH ANNIVERSARY | $2,000 |
| PUYALLUP FOOD BANK | ||||||
| 621 TACOMA AVENUE SOUTH SUITE 402 | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $5,000 |
| RAINBOW CENTER | ||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $500 |
| RAISING GIRLS | ||||||
| PO BOX 7851 | TACOMA | WA | 98417 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $10,000 |
| REACH OUT AND READ WASHINGTON STATE | ||||||
| 155 NE 100TH STREET STE 301 | SEATTLE | WA | 98125 | 501(C)(3) NON-PROFIT | SUPPORT PIERCE COUNTY PROGRAM AND WASHINGTON STATE RESOURCES | $36,000 |
| READINESS ACCELERATION INNOVATION NETWORK | ||||||
| 2304 JEFFERSON AVE | TACOMA | WA | 98402 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $20,000 |
| REBUILDING HOPE SEXUAL ASSAULT CENTER OF PIERCE COUNTY | ||||||
| 101 EAST 26TH ST SUITE 200 | TACOMA | WA | 98421 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $1,000 |
| RED BARN YOUTH CENTER (RED BARN ASSOCIATION) | ||||||
| 15921 84TH STREET KPN | LAKEBAY | WA | 98349 | 170(B)(1)A VII PUBLI | GENERAL SUPPORT | $10,000 |
| RESCUE MISSION | ||||||
| PO BOX 1912 | TACOMA | WA | 98401 | PUBLIC CHARITY 509(A | GENERAL SUPPORT | $5,000 |
| SAFE STREETS CAMPAIGN | ||||||
| 622 TACOMA AVENUE SOUTH 1ST FL | TACOMA | WA | 98402 | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT (TWCI IN THE NEIGHBORHOODS) | $51,500 |
| SHARED HOUSING SERVICES | ||||||
| 901 SOUTH 11TH STREET | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $10,000 |
| SOUTH SOUND OUTREACH | ||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT (CAPACITY BUILDING FOR FINANCIAL EMPOWERMENT PROGRAM) | $27,500 |
| ST LEO FOOD CONNECTION | ||||||
| 710 SOUTH 13TH ST | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | CHILDRENS FOOD PROGRAM SUPPORT | $5,000 |
| STEP BY STEP | ||||||
| PO BOX 488 | MILTON | WA | 98354 | 501(C)(3) NON-PROFIT | CAPITAL CAMPAIGN SUPPORT, PARENT SUPPORT SERVICES | $85,375 |
| SYMPHONY TACOMA | ||||||
| 901 BROADWAY STE 600 | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | PROGRAM SUPPORT - FAMILY CONCERT SERIES | $12,000 |
| TACID | ||||||
| 6315 S 19TH STREET | TACOMA | WA | 98466 | PUBLIC CHARITY 509(A | JOB TRAINING FOR INDIVIDUALS WITH DISABILITIES | $32,000 |
| TACOMA ART MUSEUM | ||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 98402 | PUBLIC CHARITY 509(A | GENERAL SUPPORT AND CAPITAL CAMPAIGN FOR NEW WING | $21,000 |
| TACOMA ARTS LIVE | ||||||
| 901 BROADWAY STE 700 | TACOMA | WA | 98402 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $46,525 |
| TACOMA CITIZENS FOR SCHOOLS | ||||||
| 919 SOUTH 9TH ST | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $2,500 |
| TACOMA COMMUNITY BOAT BUILDERS | ||||||
| 4540 S ADAMS ST 403 | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | GENERAL OPERATIONS SUPPORT | $21,000 |
| TACOMA COMMUNITY COLLEGE FOUNDATION | ||||||
| 6501 SOUTH 19TH ST | TACOMA | WA | 98466 | 501(C)(3) NON-PROFIT | SCHOLARSHIP FUND | $5,000 |
| TACOMA COMMUNITY HOUSE | ||||||
| 1314 SOUTH L STREET | TACOMA | WA | 98415 | PUBLIC CHARITY 509 ( | CAPITAL CAMPAIGN | $31,000 |
| TACOMA PIERCE COUNTY HABITAT FOR HUMANITY | ||||||
| 4824 S TACOMA WAY | TACOMA | WA | 98409 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $500 |
| TACOMA REFUGEE CHOIR | ||||||
| 1753 S 41ST ST | TACOMA | WA | 98401 | 501(C)(3) PUBLIC CHA | PROGRAM AND GENERAL SUPPORT | $36,030 |
| TACOMA SEED | ||||||
| 1302 S 23RD | TACOMA | WA | 984053429 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $10,000 |
| TACOMA URBAN LEAGUE | ||||||
| 2550 SOUTH YAKIMA AVENUE | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | YOUTH PROGRAM SUPPORT | $32,035 |
| TACOMA URBAN PERFORMING ARTS CENTER | ||||||
| 705 OPERA ALLEY | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | CAPITAL IMPROVEMENTS | $35,300 |
| THE RIVER SCHOOL | ||||||
| 4880 MACARTHUR BLVD NW | WASHINGTON | DC | 20007 | SCHOOL 170(B)(1) | ANNUAL GIFT | $10,000 |
| TRA MEDICAL IMAGING FOUNDATION | ||||||
| PO BOX 1535 | TACOMA | WA | 984011535 | 501(C)(3) NON-PROFIT | SCHOLARSHIP FUND | $10,000 |
| TRINITY PRESBYTERIAN CHURCH | ||||||
| 1615 6TH AVENUE | TACOMA | WA | 98405 | PUBLIC CHARITY 509(A | PROGRAM SUPPORT - EDUCATION AND OUTREACH | $15,000 |
| TRUE VINE COMMUNITY SERVICES | ||||||
| 5715 NORTH 33RD STREET | TACOMA | WA | 98407 | 501(C)(3) NON-PROFIT | BLACK INFANT HEALTH INITIATIVE PROGRAM SUPPORT | $10,000 |
| TRUST FOR PUBLIC LAND | ||||||
| PO BOX 399336 | SAN FRANCISCO | CA | 941399336 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $1,000 |
| TSNE MISSION WORKS | ||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | 501(C)(3) NON-PROFIT | A WAY HOME WASHINGTON PROGRAM SUPPORT (MULTI-PLEDGE) | $20,000 |
| UNITED WAY OF PIERCE COUNTY | ||||||
| 1501 PACIFIC AVE | TACOMA | WA | 98402 | PUBLIC CHARITY 509(A | PROGRAM SUPPORT (COMMUNITY SOLUTIONS FUND AND SUMMER LEARNING) | $36,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION (UW-TACOMA) | ||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | 501(C)(3) NON-PROFIT | CAPITAL CAMPAIGN AND PROGRAM SUPPORT (GLOBAL HONORS, TWCI, CHILD CARE SCHOLARSHIPS, MILGARD DIRECT ADMIT) | $250,000 |
| UNIVERSITY PLACE PRESBYTERIAN CHURCH | ||||||
| 8101 27TH STREET WEST | UNIVERSITY PLACE | WA | 98466 | PUBLIC CHARITY 509 ( | GENERAL SUPPORT | $10,000 |
| WISHING WELL FOUNDATION | ||||||
| 12716 PACIFIC AVENUE | TACOMA | WA | 98444 | 501(C)(3) NON-PROFIT | GENERAL SUPPORT | $5,000 |
| YMCA OF GREATER SEATTLE | ||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $20,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||
| 4717 SOUTH 19TH STREET | TACOMA | WA | 98405 | 501(C)(3) NON-PROFIT | SUPPORT AFTERSCHOOL PROGRAMS AND STRONG KIDS CAMPAIGN SCHOLARSHIPS | $192,167 |
| YWCA OF TACOMA | ||||||
| 405 BROADWAY | TACOMA | WA | 98402 | 501(C)(3) NON-PROFIT | GENERAL PROGRAM SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,166,893 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $541,067 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,478 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,206 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $698,339 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $698,339 | 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 | 1 | LineNumberTxt |
| Relationship Statement | PLEASE SEE WWW.BAMFORDFOUNDATION.ORG | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| 2009 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL | |||||||
| 1 | PO BOX 2274 | TACOMA | WA | 98401 | $1,950,000 | Yes (X) | |
| 2011 BAMFORD CHARITABLE LEAD ANNUITY TRUST KENNETH R BELL | |||||||
| 2 | PO BOX 2274 | TACOMA | WA | 98401 | $540,000 | Yes (X) | |
| CALVIN D AND JOANNE W BAMFORD | |||||||
| 3 | PO BOX 2274 | TACOMA | WA | 98401 | $2,025,809 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | PUBLICALLY-TRADED MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,025,809 | FairMarketValueAmt |
| Received | 2020-02-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,295 | Amt |
| Net Investment Income | $3,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA PACIFIC ENDOWMENT FUND LP | FMV | $3,916,623 | $4,424,077 |
| COLUMBIA PACIFIC INCOME FUND LP | FMV | $6,630,193 | $6,703,841 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP | FMV | $925,088 | $1,026,186 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHONE, WEBSITE, OTHER | Desc |
| Revenue And Expenses Per Books | $1,453 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS-THROUGH: COLUMBIA PACIFIC OPPORTUNITY FUND | -$43,105 | -$43,105 | -$43,105 |
| PASS-THROUGH: COLUMBIA PACIFIC ENDOWMENT FUND | $211,621 | $211,621 | $211,621 |
| PASS-THROUGH: COLUMBIA PACIFIC INCOME FUND | -$8,038 | -$8,038 | -$8,038 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES / ADVISORY | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,177 | $0 | $2,700 |
| FEDERAL INCOME TAXES | $33,636 | $0 | $0 |