WOODWORTH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOODWORTH FAMILY FOUNDATION (EIN 90-0283284)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202502479349100630
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T17:57:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 990619668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES X ADVISORS WASHINGTON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1102 BROADWAY SUITE 400 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900283284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWORTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2537590165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 RUSTON WAY STE D D | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK WOODWORTH | PersonNm |
| Person Title | TREASURER / V.P. | PersonTitleTxt |
| Phone | 2537590165 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER MCQUILKIN | PreparerPersonNm |
| PTIN | P01382127 | PTIN |
| Phone | 2538305450 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,744,202 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $111,624 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111,624 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $603,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,962 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$945,029 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,888,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,724,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,888,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$750,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$864,816 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,894,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,739,642 | 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 | $101,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,925 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,643,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,643,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,787,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,643,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,597,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,141,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,464,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,464,882 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $103,708 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $23,407,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,279,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,279,320 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,652,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,744,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,744,202 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,106 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,106 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,652,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,714,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,652,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,714,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,652,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,744,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,652,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,758,862 | SubtotalAmt |
| Other Decreases | $44,766 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,714,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 2200 ST | $54,243 | $52,398 | $1,845 | $1,845 | |
| WELLS FARGO 2200 LT | $4,310,268 | $2,628,986 | $1,681,282 | $1,681,282 | |
| MORGAN STANLEY 3117 ST | $333,537 | $329,254 | $4,283 | $4,283 | |
| MORGAN STANLEY 3117 LT | $777,536 | $825,340 | -$47,804 | -$47,804 | |
| CAPITAL GAINS DIVIDENDS | $249,266 | $249,266 | $249,266 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,888,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,791 | OverpaymentAmt |
| Applied To ES Tax | $6,791 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WOODWORTHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2537590165 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 RUSTON WAY SUITE D | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A WOODWORTH | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| JOHN A WOODWORTH | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| WILLIAM STARKS | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NANCY WOODWORTH | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JILL WOODWORTH | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DEREK WOODWORTH | ||||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | TREASURER / V.P. | 8.00 | $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 | $26,816,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,165,316 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,108,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,108,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,626,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,581,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,581,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,209 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $23,897 | IncomeTaxAmt |
| Total Tax | $46,106 | TotalTaxAmt |
| Distributable Before Adj | $1,535,238 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,535,238 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,535,238 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,643,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,643,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,535,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,626,653 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,643,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,626,653 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,518,391 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY A WOODWORTH | ContributingManagerNm |
| Contributing Manager | DEREK WOODWORTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY A WOODWORTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 RUSTON WAY SUITE D | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2537590165 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A LETTER OF INQUIRY-- SEE WEBSITE FOR DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501(C)(3) TO APPLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | |||||||
| POST OFFICE BOX 3097 | SEATTLE | WA | 98114 | NONE | PUBLIC CHARITY | HURRICANE MARIA RELIEF IN PUERTO RICO | $10,000 |
| ARK INSTITUTE OF LEARNING | |||||||
| 1916 SOUTH WASHINGTON STREET | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT | $10,000 |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | |||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND | $10,000 |
| BELLARMINE PREPARATORY SCHOOL | |||||||
| 2300 SOUTH WASHINGTION | TACOMA | WA | 984051399 | NONE | PRIVATE SCHOOL | CAMPUS CENTER CAMPAIGN | $40,000 |
| BIG BROTHERS BIG SISTERS OF PUGET SOUND | |||||||
| 3640 S CEDAR STREET SUITE R | TACOMA | WA | 98409 | NONE | PUBLIC CHARITY | TACOMA-PIERCE COUNTY MENTORING | $20,000 |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 S 66TH ST SUITE 101 | TACOMA | WA | 98409 | NONE | PUBLIC CHARITY | RACING EVENT | $100,000 |
| BUILDING YOUTH THROUGH MUSIC | |||||||
| 717 TACOMA AVE SOUTH SUITE A | TACOMA | WA | 98401 | NONE | PUBLIC CHARITY | AFTER SCHOOL STEM EDUCATION FPR BIOPIC YOUTH | $5,000 |
| CENTRAL WASHINGTON UNIVERSOTY FOUNDATION | |||||||
| 400 E UNIVERSOTY WAY | ELLENSBURG | WA | 98926 | NONE | PUBLIC CHARITY | SUPPORTING STUDENT ACCESS AND SUCCESS AT CWU | $135,000 |
| CHILDRENS THERAPY CENTER | |||||||
| 10811 SE KENT-KANGLEY ROAD | KENT | WA | 98030 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT | $5,000 |
| CKJ COMMUNITY HOMES | |||||||
| 2367 TACOMA AVE S SUITE 215 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | PUYALLUP HEALTH CENTER | $10,000 |
| COMMUNITIES IN SCHOOLS OF LAKEWOOD WA | |||||||
| 6402 100TH STREET SW | LAKEWOOD | WA | 98499 | NONE | PUBLIC CHARITY | OPERATIONS | $10,000 |
| COMMUNITY HEALTH CARE | |||||||
| 1148 BROADWAY STE 100 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | NURSE TRAINING EDUCATION | $15,000 |
| COMPREHENSIVE LIFE RESOURCES | |||||||
| 1305 TACOMA AVE S STE 201 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO PROVIDE WHOLE HEALTH SERVICES THAT HELP PIERCE COUNTY ADULTS AND YOUTH RECOVER FROM MENTAL DISTRESS. | $25,000 |
| DEGREES OF CHANGE | |||||||
| PO BOX 1573 | TACOMA | WA | 98401 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT | $15,000 |
| DEVINE ALTERNATIVES FOR DADS SERVICES (DADS) | |||||||
| 10402 KLINE ST SW SUITE 111 | LAKEWOOD | WA | 98499 | NONE | PUBLIC CHARITY | DADS FATHERHOOD PROGRAM IN PIERCE COUNTY | $5,000 |
| EATONVILLE AREA COUNCIL | |||||||
| 3054 CENTER ST W | EATONVILLE | WA | 98328 | NONE | PUBLIC CHARITY | COMMUNITY RESILIENCE INITIATIVES: EMPOWERING FAMILIES IN RURAL PIERCE COUNTY | $10,000 |
| EXODUS HOUSING | |||||||
| PO BOX 1006 | SUMNER | WA | 98390 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| FINANCIAL BEGINNINGS WASHINGTON | |||||||
| 12783 GATEWAY DR S | TUKWILA | WA | 98168 | NONE | PUBLIC CHARITY | FINANCIAL EDUCATION | $5,000 |
| FIRST 5 FUNDAMENTALS | |||||||
| 1501 PACIFIC AVE STE 201 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| FOUNDATION FOR TACOMA STUDENTS | |||||||
| 919 SOUTH 9TH STREET | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | OPERATIONS TO AID IN TACOMA SCHOOLS GRADUATE RATE | $25,000 |
| FRANKE TOBEY JONES | |||||||
| 5340 NORTH BRISTOL STREET | TACOMA | WA | 98407 | NONE | PUBLIC CHARITY | SENIOR CENTER SUPPORT | $2,500 |
| GIG HARBOR PENINSULA FISH FOOD BANK | |||||||
| 4303 BURNHAM DR | GIG HARBOR | WA | 98332 | NONE | PUBLIC CHARITY | SUPPORT | $20,000 |
| GREENTRIKE | |||||||
| 1501 PACIFIC AVENUE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | SUPPORT | $45,000 |
| HABITAT FOR HUMANITY | |||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PUBLIC CHARITY | SUPPORT | $100,000 |
| HARBOR HOPE CENTER | |||||||
| PO BOX 2291 | GIG HARBOR | WA | 98335 | NONE | PUBLIC CHARITY | TRANSITIONAL HOUSING AND MENTORSHIP PROGRAM | $15,000 |
| HARVEST HOUSE | |||||||
| 25713 70TH AVE E | GRAHAM | WA | 98338 | NONE | PUBLIC CHARITY | FOOD INVENTORY SUSTAINABILITY | $6,000 |
| HELPING HAND HOUSE | |||||||
| PO BOX 710 | PUYALLUP | WA | 98371 | NONE | PUBLIC CHARITY | SUPPORT | $15,000 |
| HILLTOP ARTISTS IN RESIDENCE PROGRAM | |||||||
| PO BOX 6829 | TACOMA | WA | 98417 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS SUPPORT | $10,000 |
| MARY BRIDGE CHILDRENS FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | SUPPORT | $150,000 |
| METROPOLITAN DEVELOPMENT COUNCIL | |||||||
| 945 FAWCETT | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | CAMPBELL COURT REPAIR AND REPLACE/CAPITAL EXPENSE TO FIX APARTMENTS | $15,000 |
| MOUNTAIN VIEW COMMUNITY CENTER | |||||||
| 3607 122ND AVE E SUITE A | EDGEWOOD | WA | 98372 | NONE | PUBLIC CHARITY | SUPPORT | $15,000 |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 984150296 | NONE | PUBLIC CHARITY | CAPITAL FUNDING FOR NEW BEHAVIORAL HOSPITAL IN TACOMA | $10,000 |
| MULTICULTURAL CHILD AND FAMILY HOPE CENTER | |||||||
| 2021 S 19TH ST | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | OPERATIONS | $100,000 |
| NAMI WASHINGTON | |||||||
| 1107 NE 45TH SUITE 330 | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | MENTAL HELATH YOUTH OUTREACH INITIATIVE | $10,000 |
| NEIGHBORHOOD CLINIC | |||||||
| 1323 SOUTH YAKIMA AVENUE | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| PIERCE COUNTY PROJECT ACCESS | |||||||
| 223 TACOMA AVE S | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | DONATED CARE | $15,000 |
| PUSH FOR DREAMS | |||||||
| PO BOX 1663 | TACOMA | WA | 98401 | NONE | PUBLIC CHARITY | SUPPORT | $5,000 |
| PUYALLUP FOOD BANK | |||||||
| PO BOX 202 | PUYALLUP | WA | 98371 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS FOR FOOD | $15,000 |
| PUYALLUP VALLEY ST FRANCIS HOUSE | |||||||
| POST OFFICE BOX 156 | PUYALLUP | WA | 98371 | NONE | PUBLIC CHARITY | CLOTHING BANK OPERATIONS | $10,000 |
| R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 7119 | TACOMA | WA | 98417 | NONE | PUBLIC CHARITY | OPERATIONS FOR COLLEGE BOUND SCHOLARS PROGRAM | $15,000 |
| REBUILDING HOPE SEXUAL ASSAULT CENTER OF PIERCE COUNTY | |||||||
| 101 E 26TH STREET STE 200 | TACOMA | WA | 98421 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| ST LEO'S FOOD CONNECTION | |||||||
| 710 S 13TH STREET | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | SUPPORT | $20,000 |
| SUMMIT-PARKLAND YOUTH ASSOCIATION | |||||||
| 315 129TH ST S | TACOMA | WA | 98444 | NONE | PUBLIC CHARITY | WHS SPORTS FIELD IMPROVEMENTS | $5,000 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TACOMA PUBLIC SCHOOLD FIELD TRIP PROGRAMMING | $10,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| PO BOX 5107 | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | UNITING COMMUNITIES CAPITAL BUILDING CAMPAIGN | $20,000 |
| THE RESCUE MISSION | |||||||
| PO BOX 1912 | TACOMA | WA | 98401 | NONE | PUBLIC CHARITY | OPERATIONS FOR SUPPORT FOR HOMELESS PROGRAMS | $125,000 |
| THE RISE CENTER | |||||||
| 2136 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | THE WILDERNESS PROJECT | $10,000 |
| TREEHOUSE | |||||||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 1615 6TH AVENUE | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TRINITY OUTREACH PROGRAM | $15,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 901 5TH AVE SUITE 1520 | SEATTLE | WA | 98164 | NONE | PUBLIC CHARITY | TACOMA GREEN SCHOOLYARDS | $25,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| PO BOX 2215 | TACOMA | WA | 984012215 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 1900 COMMERCE ST | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | SCHOLARSHIP ENDOWMENT | $185,000 |
| URBAN GRACE THE DOWNTOWN CHURCH | |||||||
| 902 MARKET ST | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO PROVIDE OUR COMMUNITY WITH A FAITH HOME WHERE WE CAN BUILD DIVERSE AND DEEP RELATIONSHIPS AND EXPERIENCE SHARED SPIRITUAL PRACTICES SUCH AS WORSHIP SERVICES, STUDIES, SMALL GROUPS, AND PRAYER, IN ORDER TO GAIN GREATER CONNECTION TO GOD AND EACH OTHER | $5,000 |
| VALEO VOCATION | |||||||
| 1224 TACOMA AVE S | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 |
| WASHINGTON HOME BUILDERS FOUNDATION | |||||||
| 300 DESCHUTES WAY SW | TUMWATER | WA | 98501 | NONE | PUBLIC CHARITY | CONSTRUCTION TRADES TRAINING ACADEMY | $10,000 |
| WASHINGTON STATE HISTORICAL SOCIETY | |||||||
| 1911 PACIFIC AVENUE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $5,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| 255 E MAIN STREET | PULLMAN | WA | 99164 | NONE | PUBLIC CHARITY | WOODWORTH FAMILY SCHOLARSHIP FUND AT WSU | $100,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 702 2ND AVE SUITE 300 | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | OUTDOOR LEADERSHIP PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,643,500 | 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 | $111,624 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $603,962 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$945,029 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,888,872 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CP BUSINESS FINANCE I, LP | 01 | $79,412 |
| WOODWORTH-BERG | 01 | $20,000 |
| CP INDUSTRIAL LOGISTICS, LP | 01 | -$23,866 |
| CP TCG HOLDING, LLC | 01 | $114,796 |
| ALDER CREEK 150 & ASSOC | 01 | -$945,059 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $909,409 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,409 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EXPRESS STORAGE | ||||||
| 1 | PO BOX 73639 | PUYALLUP | WA | 98373 | $5,000 | Yes (X) |
| PATRIOT FIRE PROTECTION | ||||||
| 2 | 2707 70TH AVE E | FIFE | WA | 98424 | $5,000 | Yes (X) |
| BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND | ||||||
| 3 | 3875 S 66TH SUITE 101 | TACOMA | WA | 98409 | $10,000 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ZERO TAX BASIS DONATED PROPERTY - 9594 MICKELBERRY RD. NW | IdentifierTxt |
| Form And Line Reference | FORM 990PF PART II, LINE 11 COLUMN B | FormAndLineReferenceDesc |
| Medium Explanation | WOODWORTH FAMILY FOUNDATION RECEIVED A DONATION FROM WOODWORTH CAPITAL INC ON 11/08/2018. THE PROPERTY WAS CONTRIBUTED WITH A ZERO TAX BASIS AND WAS APPRAISED AT $2,600,000. DEPRECIATION EXPENSE IS BEING TAKEN FROM THE APPRAISED VALUE OF THE BUILDING OF $1,853,800 FOR BOOK PURPOSES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PASSTHROUGHS | AT COST | $4,571,301 | $4,571,301 |
| OTHER INVESTMENTS | AT COST | $20,708,019 | $20,708,019 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX EXPENSE | Desc |
| Amt | $44,766 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $13,056 | $11,993 | $0 |
| COMPUTER & SOFTWARE | $3,693 | $3,392 | $0 |
| BANK FEES | $704 | $647 | $0 |
| OPERATIONS | $5,177 | $4,755 | $0 |
| ACCOUNTING | $6,720 | $6,173 | $0 |
| LEGAL FEES | $150 | $138 | $0 |
| MISC EXPENSES | $29 | $27 | $0 |
| PENALTIES | $1,340 | $1,231 | $0 |
| TAXES & LICENSES | $178 | $164 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET LTCG - CP BUSINESS FINANCE | $585 | $585 | $585 |
| INTEREST INCOME - CP BUSINESS FINANCE | $693 | $693 | $693 |
| NET STCG - CP BUSINESS FINANCE | $2,826 | $2,826 | $2,826 |
| DIVIDEND INCOME - CP BUSINESS FINANCE | $465 | $465 | $465 |
| INTEREST INCOME - CP TCG HOLDING | $128 | $128 | $128 |
| CP BUSINESS FINANCE I, LP | $79,412 | $79,412 | $79,412 |
| WOODWORTH-BERG | $20,000 | $20,000 | $20,000 |
| CP INDUSTRIAL LOGISTICS, LP | -$23,866 | -$23,866 | -$23,866 |
| CP TCG HOLDING, LLC | $114,796 | $114,796 | |
| ALDER CREEK 150 & ASSOC | -$945,059 | -$945,059 | -$945,059 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $30,106 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $101,925 | Amt |
| Net Investment Income | $101,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHN A WOODWORTH | |||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 |
| JEFFREY A WOODWORTH | |||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 |
| WOODWORTH CAPITAL INC | |||
| 3110 RUSTON WAY SUITE D | TACOMA | WA | 98402 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11,428 | Amt |
| Net Investment Income | $11,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |