TUDOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TUDOR FOUNDATION (EIN 91-1708176)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202011509349101501
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T15:23:00-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822050031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Travis Andrews CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10922 NE 118th Street | AddressLine1Txt |
| City | Kirkland | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98034 | 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 | 911708176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tudor Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Roger Rieger | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUDO | BusinessNameControlTxt |
| Phone | 2063432337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 University St Ste 1200 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger A Rieger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis R Andrews | PreparerPersonNm |
| PTIN | P01082695 | PTIN |
| Phone | 4254819939 | PhoneNum |
| 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 | $24,410,746 | 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 |
| Interest On Sav Rev And Expnss | $2,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,038 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,038 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $88,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,060 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $88,060 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,310,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,092,791 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,310,139 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,400,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,182,889 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,400,237 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,058 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,058 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $378 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,538 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,808 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,808 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,028,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,028,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,079,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,037,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,320,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,182,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,400,237 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,308 | CashBOYAmt |
| Cash EOY | $27,502 | CashEOYAmt |
| Cash EOYFMV | $27,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,262,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,180,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,230,293 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$2,185,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$1,890,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,149,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,470,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,410,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,169,312 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,169,312 | CapitalStockEOYAmt |
| Retained Earning BOY | -$2,020,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$699,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,470,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,470,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,320,968 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,470,126 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,470,126 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,493,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,020,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.49436 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $579,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,055,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.28208 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $455,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $613,476 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.74238 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.17583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $254,446 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.07897 | DistributionYr5Rt |
| Total Distribution | 10.773624 | TotalDistributionRt |
| Average Distribution | 2.154725 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,768,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,119,780 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,829 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,141,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,037,731 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,658 | SubtotalAmt |
| Tax Based On Investment Income | $43,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,342 | OverpaymentAmt |
| Applied To ES Tax | $6,342 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Rieger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063432337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 University St Ste 1200 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Roger A Rieger | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | President | 20.00 | $0 |
| E Annette Rieger | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | SECRETARY | 5.00 | $0 |
| Erin R Baranick | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | Vice President | 0.00 | $0 |
| Michael J Baranick | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provides mentoring and financial support to at risk youth to help them succeed in their education. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Provides affordable rental housing to income restricted residents. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,632,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,825,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,825,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,768,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,658 | TotalTaxAmt |
| Distributable Before Adj | $144,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $144,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $144,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,037,731 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,037,731 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,037,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,760 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $252,746 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $455,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $519,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,383,616 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,610,803 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,037,731 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $892,971 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,503,774 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,503,774 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $252,746 | ExcessFromYear4Amt |
| Excess From Year3 | $455,433 | ExcessFromYear3Amt |
| Excess From Year2 | $519,008 | ExcessFromYear2Amt |
| Excess From Year1 | $1,383,616 | ExcessFromYear1Amt |
| Excess From Current Year | $892,971 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roger A Rieger | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISC COLLEGE STUDENTS | |||||||
| 411 UNIVERSITY ST STE 1200 | SEATTLE | WA | 98101 | NONE | I | EDUCATIONAL | $309,404 |
| GOLD SCHOLARS PROGRAM | |||||||
| 411 UNIVERSITY ST STE 1200 | SEATTLE | WA | 98101 | NONE | I | EDUCATIONAL | $5,100 |
| AUSTIN FOUNDATION | |||||||
| 1918 TERRY AVENUE | SEATTLE | WA | 98101 | NONE | PC | EDUCATIONAL | $7,000 |
| NORTHWEST TAP CONNECTION | |||||||
| 8732 RAINIER AVENUE SOUTH | SEATTLE | WA | 98118 | NONE | NC | EDUCATIONAL | $15,961 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | HUMANITARIAN | $1,000 |
| TEAM BLUE PROGRAM | |||||||
| 411 UNIVERSITY ST STE 1200 | Seattle | WA | 98101 | NONE | I | SUPPORT | $6,990 |
| MENTORING URBAN STUDENTS TEENS | |||||||
| 4093 LETITIA AVE S | SEATTLE | WA | 98118 | NONE | NC | EDUCATIONAL | $24,000 |
| UNIVERSITY OF KANSAS | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | EDUCATION | $29,000 |
| EMERGENCY FEEDING PROGRAM | |||||||
| 851 HOUSER WAY N | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $75,000 |
| MARY MAHONEY PROF NURSES ORG | |||||||
| PO BOX 22003 | SEATTLE | WA | 98122 | NONE | PC | HUMANITARIAN | $1,000 |
| HIGHLAND SQUARE LEARNING CENTER | |||||||
| 1909 S QUEBEC WAY | DENVER | CO | 80231 | NONE | NC | EDUCATION | $19,034 |
| PRE-APPRENTICESHIP CONSTRUCTION ED | |||||||
| PO BOX 44530 | OLYMPIA | WA | 98504 | NONE | NC | EDUCATION | $2,599 |
| EDUCATION PLUS | |||||||
| 4715 48TH AVE S | SEATTLE | WA | 98118 | NONE | I | EDUCATION | $48,492 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY 500 | SEATTLE | WA | 98101 | NONE | NC | EDUCATION | $167,500 |
| URBAN IMPACT | |||||||
| 7728 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $16,000 |
| GLOBAL VISIONARIES | |||||||
| 2524 16TH AVE S 206 | SEATTLE | WA | 98144 | NONE | PC | HUMANITARIAN | $15,000 |
| SPARK NORTHWEST | |||||||
| 1402 3RD AVE | SEATTLE | WA | 98101 | NONE | PC | HUMANITARIAN | $31,000 |
| ACADEMIC SPORTS INSTITUTE | |||||||
| PO BOX 78036 | SEATTLE | WA | 98178 | NONE | NC | Educational | $163,000 |
| MARSHA RIVKIN CENTER FOR CANCER RES | |||||||
| 801 BROADWAY STE 701 | SEATTLE | WA | 98122 | NONE | PC | Humanitarian | $20,000 |
| TREE OF HOPE GIRLS BASKETBALL | |||||||
| 7003 132ND PL SE | NEWCASTLE | WA | 98056 | NONE | I | EDUCATION | $19,200 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | NONE | PC | HUMANITARIAN | $1,000 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | NONE | PC | PUBLIC AWARENESS | $300 |
| KCTS 9 | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | PUBLIC AWARENESS | $300 |
| SEATTLE COLLEGES FOUNDATION | |||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $25,000 |
| SEATTLE UNION GOSPEL MISSION | |||||||
| 3800 SOUTH OTHELLO ST | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $14,560 |
| SLT SCHOLARS | |||||||
| 34 HILLTOP LN | ST PAUL | MN | 55116 | NONE | I | HUMANITARIAN | $1,000 |
| CHOOSE 180 YOUTH PROGRAM | |||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | NONE | PC | HUMANITARIAN | $7,500 |
| DADS DEVINE ALTERNATIVES FOR DADS S | |||||||
| 5709 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $1,000 |
| MOI MOBILITY OUTREACH INTERNATIONAL | |||||||
| 192 NICKERSON STREET STE 201 | SEATTLE | WA | 98109 | NONE | PC | HUMANITARIAN | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,028,040 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 37 | ExclusionCd |
| Exclusion | $2,038 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,060 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MANAGEMENT FEES | $217,348 |
| QUATAMA HOUSING LP K-1 | $2,092,791 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,310,139 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,400,237 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | The foundation manages low income housing in the state of orgeon. |
| 11b | The foundation owns a 50% interest in Quatama Housing Limited Partnership which wholly owns a low income housing property in the state of Oregon. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 SH MICROSOFT CORPORATE STOCK | $14,549 | $64,657 |
| FIDELITY FUNDS CONSERVATIVE INC BD FD | $2,109,515 | $2,109,515 |
| PUTNAM FUNDS SHORT DURATION INCOME FD | $2,056,052 | $2,056,121 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | QUATAMA HOUSING LP: BK VALUE = TAX BASIS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,890,443 | BookValueAmt |
| EOYFMV | $20,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,058 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,058 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $987 | $987 |
| FILING FEES | $100 | $100 |
| LICENSES | $660 | $660 |
| MISC | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $217,348 | $217,348 | |
| QUATAMA HOUSING LP K-1 | $2,092,791 | $2,092,791 | $2,092,791 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $378 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $378 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $41,538 | Amt |