DULUDE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DULUDE FAMILY FOUNDATION INC (EIN 16-1521663)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202001509349100805
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T10:02:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161113141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G ULLMAN & ASSOC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1424 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161521663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUDE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 4255036780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET NO 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M DULUDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4255036780 | PhoneNum |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL A MASLER CPA | PreparerPersonNm |
| PTIN | P00404447 | PTIN |
| Phone | 6079363785 | PhoneNum |
| Preparation | 2020-05-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.125.46.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 11:00:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 16161920201490343e00 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4E05916EE1AFEC8286A8E6546B02667CE1808312 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E05916EE1AFEC8286A8E6546B02667CE1808312 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,575,872 | 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 | $27,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,627 | 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 |
| Taxes Rev And Expnss | $795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $795 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,033 | CashBOYAmt |
| Cash EOY | $46,539 | CashEOYAmt |
| Cash EOYFMV | $46,839 | CashEOYFMVAmt |
| Other Investments BOY | $965,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $908,484 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,529,033 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $970,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,575,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $970,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $955,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $970,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $970,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $970,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $955,023 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $955,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,044 | $9,208 | -$164 | -$164 |
| PUBLICLY TRADED SECURITIES | $40,956 | $39,808 | $1,148 | $1,148 |
| PUBLICLY TRADED SECURITIES | $50,000 | $20,804 | $29,196 | $29,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,180 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,036 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,405,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,325,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,814 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $809,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,927 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047805 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $328,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075848 | DistributionYr5Rt |
| Total Distribution | 0.294446 | TotalDistributionRt |
| Average Distribution | 0.058889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,434,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,449 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $332 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
| Individual With Books | JONATHAN M DULUDE | IndividualWithBooksNm |
| Phone | 4255036780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STATE STREET SUITE 100 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | TREASURER/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JONATHAN M DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| LEZLI A DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | SECRETARY/DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOEL DULUDE | ||||||||
| 608 STATE STREET SUITE 100 | KIRKLAND | WA | 98033 | VICE PRESIDENT/DIRECTOR | 0.10 | $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 | $1,398,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,456,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,456,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,434,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,132 | TotalTaxAmt |
| Distributable Before Adj | $70,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,132 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,132 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,734 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $618 | ExcessFromYear2Amt |
| Excess From Year1 | $4,116 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BRIGHTER TOMORROW FOR AFRICA | |||||||
| 1020 N HIGHLAND STREET 304 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | TO SUPPORT SMALL COMMUNITY BASED ORGANIZATIONS IN SIERRA LEONE | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 34475 | SEATTLE | WA | 98124 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER RESEARCH, PREVENTION AND PATIENTS. | $1,500 |
| AMERICAN SCHOOL OF PARIS FOUNDATION | |||||||
| PO BOX 5910 | PRINCETON | NJ | 08543 | NONE | PUBLIC CHARITY | TO SUPPORT AMERICAN EDUCATION ABROAD | $500 |
| AUSTEN EVERETT FOUNDATION | |||||||
| 500 YALE AVE NORTH | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT CHILDREN WITH CANCER | $250 |
| BASSET RESCUE NETWORK | |||||||
| 6221 SHANNON VALLEY RD | ACTON | CA | 93510 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE AND RESCUE | $100 |
| BELLEVUE ARTS MUSEUM | |||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS | $2,500 |
| BELLEVUE YOUTH THEATRE | |||||||
| 16051 NE 10TH STREET | BELLEVUE | WA | 98008 | NONE | LOCAL GOVERNMENT | TO SUPPORT YOUTH AND THE ARTS IN BELLEVUE, WA | $500 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | TO SUPPORT HEALING CARE TO ABUSED, NEGLECTED AND CHEMICALLY AFFECTED INFANTS AND YOUNG CHILDREN. | $500 |
| CLARKSON UNIVERSITY | |||||||
| BOX 5510 | POTSDAM | NY | 13699 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCATION | $2,500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER TREATMENTS | $999 |
| EASTSIDE PATHWAYS | |||||||
| PO BOX 913 | BELLEVUE | WA | 98009 | NONE | PUBLIC CHARITY | TO SUPPORT AND ENRICH YOUTH TO BECOME CONTRIBUTING MEMBERS OF THEIR COMMUNITY. | $500 |
| ETHIOPIAN COMMUNITY IN SEATTLE | |||||||
| 8323 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | TO SUPPORT THE INTEGRATION INTO AMERICA AND SOCIAL AND CULTURAL LIFE OF ETHIOPIAN-AMERICANS. | $100 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER RESEARCH | $5,000 |
| FRIENDS OF MOUNTAIN RESCUE | |||||||
| PO BOX 1094 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | TO SUPPORT VAIL MOUNTAIN RESCUE FOR SUPPLIES AND NEW EQUIPMENT. | $500 |
| GATES PHILANTHROPY | |||||||
| PO BOX 23350 | SEATTLE | WA | 98102 | NONE | PUBLIC CHARITY | TO SUPPORT GLOBAL HEALTH AND DISEASE ERADICATION | $3,500 |
| HOPELINK | |||||||
| 10675 WILLOWS ROAD NE | REDMOND | WA | 98052 | NONE | PUBLIC CHARITY | TO SERVE THE IMPOVERISHED AND PROMOTE SELF-SUFFICENCY FOR ALL MEMBERS OF OUR COMMUNITY. | $500 |
| INTIMAN THEATRE | |||||||
| PO BOX 19537 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT SOCIAL JUSTICE THROUGH ARTISTIC ACTIVISIM THROUGH THEATRICAL PRODUCTIONS | $500 |
| JEFF DULUDE MELANOMA FOUNDATION | |||||||
| 6133 N 28TH PL | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | TO SUPPORT MELANOMA RESEARCH | $5,000 |
| KCTS SEATTLE PUBLIC TELEVISION | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC TELEVISION | $500 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PUBLIC CHARITY | TO SUPPORT FREE WORLD CLASS EDUCATION FOR ANYONE | $500 |
| KIRKLAND PERFORMANCE CENTER | |||||||
| 350 KIRKLAND AVENUE | KIRKLAND | WA | 98033 | NONE | PUBLIC CHARITY | TO SUPPORT THE ARTS AND A COMMUNITY CONNECTED BY CULTURE | $500 |
| KUOW PUGENT SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC RADIO | $500 |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| 63 MAIN STREET | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO PRESERVE AND ENHANCE THE ENVIRONMENT OF THE LAKE SUNAPEE REGION | $5,000 |
| LAKE SUNAPEE REGION VNA & HOSPICE | |||||||
| PO BOX 2209 | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT LAKE SUNAPEE REGION VISITING NURSE ASSOCIATION AND HOME HEALTH CARE | $5,000 |
| LASELLE COLLEGE | |||||||
| 1844 COMMONWEALTH AVE | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCATION | $500 |
| LIVELIKERAIJA | |||||||
| 9645 48TH AVE SW | SEATTLE | WA | 98136 | NONE | PUBLIC CHARITY | TO SUPPORT UNDEERSERVED COMMUNITIES THROUGH SPORTS AND EDUCATION | $250 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVE SUITE 300 | PORTLAND | OR | 97223 | NONE | PUBLIC CHARITY | TO SUPPORT EFFORTS TO SURE PSORIATIC DISEASE AN IMPROVE THE LIVES OF THOSE AFFECTED | $500 |
| NAVOS FOUNDATION | |||||||
| 2600 SW HOLDEN ST | SEATTLE | WA | 98126 | NONE | PUBLIC CHARITY | TO SUPPORT MENTAL HEALTH TREATMENT | $500 |
| NEW HAMPSHIRE LAKES ASSOCIATION | |||||||
| 14 HORSESHOE POND LANE | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT THE PROTECTION OF LAKES AND THEIR WATERSHEDS THROUGH EDUCATION AND ADVOCACY | $1,000 |
| NEW HAMPSHIRE PUBLIC BROADCASTING | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC TELEVISION | $500 |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC RADIO | $500 |
| ROTARY CLUB OF UPPER KITTITAS COUNTY FOUNDATION | |||||||
| PO BOX 1035 | CLE ELUM | WA | 98922 | NONE | PUBLIC CHARITY | TO SUPPORT THE LOCAL COMMUNITY AND LOCAL YOUTH | $2,500 |
| SALVATION ARMY | |||||||
| PO BOX 9219 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO SUPPORT HUMAN WELFARE | $500 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE | $1,000 |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT NEW HAMPSHIRE'S FORESTS, LANDSCAPES AND NATURAL RESOURCES | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | TO SUPPORT THE RESEARCH AND TREATMENT OF PEDIATRIC CATASTROPHIC DISEASES. | $1,000 |
| SUNAPEE HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO SUPPORT HISTORY AND PRESERVATION OF HISTORICAL ARCHIVES IN THE SUNAPEE COMMUNITY. | $2,500 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE | SYRACUSE | NY | 13244 | NONE | PUBLIC CHARITY | TO SUPPORT HIGHER EDUCTAION | $2,500 |
| TECHBRIDGE GIRLS | |||||||
| 114 LINDEN STREET | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | TO SUPPORT STEM PROGRAMS FOR GIRLS | $2,500 |
| THE CRUDEM FOUNDATION | |||||||
| PO BOX 804 | LUDLOW | MA | 01056 | NONE | PUBLIC CHARITY | TO SUPPORT ACCESSIBLE QUALITY HEALTHCARE FOR THE SICK AND POOR IN HAITI. | $250 |
| THREADS FOR TOMORROW | |||||||
| 723 3RD ST S | KIRKLAND | WA | 98033 | NONE | PUBLIC CHARITY | EMPOWERING WOMEN THROUGH SKILLS AND KNOWLEDGE | $500 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC RADIO IN VERMONT AND THE SURRONDING REGION. | $500 |
| YOUTH EASTSIDE SERVICES | |||||||
| 999 164TH AVENUE NE | BELLEVUE | WA | 98008 | NONE | PUBLIC CHARITY | TO SUPPORT YOUTH, MENTAL HEALTH COUNSELING AND SUBSTANCE ABUSE TREATMENT IN E KING CO. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,449 | 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 | $27,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,321 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL BOND INDEX FD | AT COST | $8,261 | $8,425 |
| VANGUARD TOTAL STOCK INDEX FD | AT COST | $900,223 | $1,520,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES - NYS | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $795 | Amt |
| Net Investment Income | $795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |