GROUSEMONT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349101618
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T12:51:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911276047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUSEMONT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROU | BusinessNameControlTxt |
| Phone | 2063233686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BOREN AVENUE NORTH NO 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063233686 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN J OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 11:54:06 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F161087F346D99CABE1C6B3B94E13A94F9AD897 | 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 | $47,124,029 | 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 | $6,419,962 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,218,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,904,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,458,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,817,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,439,306 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $702,023 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,405 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,820,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,369,279 | 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 | $120,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,863 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,630 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $111,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,734 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,734 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $373 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $373 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $390,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,427,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,427,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,818,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,554,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,001,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,228,242 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $730,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $730,129 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,635 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,850,558 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,243,419 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,269,577 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,570,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,255,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,372,940 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,141,679 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,506,528 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,515,260 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,622,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,977,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,236,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,425,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,713,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,124,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,425,143 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,713,391 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,425,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,713,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,425,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,713,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,425,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,001,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $286,588 | OtherIncreasesAmt |
| Subtotal | $43,713,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,713,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PASS THROUGH CAPITAL GAIN | $188,091 | $188,091 | |||
| PUBLICLY-TRADED SECURITIES | $69 | $69 | $1,532,472 | $1,532,403 | |
| 86,941 SHARES OF PACCAR INC. | $6,254,071 | $6,254,071 | $6,254,071 | ||
| MULTI ASSET FUND FINAL K-1 | -$30,897 | -$30,897 | $2,635 | $33,532 | P |
| CAPITAL GAINS DIVIDENDS | $27,972 | $27,972 | $27,972 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,439,306 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,799,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,600,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,581,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,659,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,052,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,953,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055512 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $872,242 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,473,782 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $571,948 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,747,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032227 | DistributionYr5Rt |
| Total Distribution | 0.245376 | TotalDistributionRt |
| Average Distribution | 0.049075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,157,380 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,167,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82,282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,249,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,554,744 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $82,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,718 | OverpaymentAmt |
| Applied To ES Tax | $2,718 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | FOUNDATION SOURCE | IndividualWithBooksNm |
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BOREN AVENUE NORTH SUITE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 |
|---|---|---|---|---|---|---|---|---|
| SALLY S WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KORYNNE WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KATE JANEWAY | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| ERIN WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREN ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUND PHILANTHROPY LLC | |||||
| 4310 BIRKLAND ROAD NE | BAINBRIDGE ISLAND | WA | 98110 | PHILANTHROPIC | $55,050 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $51,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $30,544,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,047,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,237,646 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,829,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,829,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $672,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,157,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,207,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,207,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,282 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,256 | IncomeTaxAmt |
| Total Tax | $85,538 | TotalTaxAmt |
| Distributable Before Adj | $2,122,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,122,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,122,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,554,744 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,554,744 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82,282 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,472,462 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,122,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $165,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $311,263 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $628,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,554,744 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,122,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $432,413 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,060,978 | 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 | $1,060,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,249 | ExcessFromYear4Amt |
| Excess From Year3 | $165,358 | ExcessFromYear3Amt |
| Excess From Year2 | $311,263 | ExcessFromYear2Amt |
| Excess From Year1 | $140,695 | ExcessFromYear1Amt |
| Excess From Current Year | $432,413 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE ASSOCIATION | ||||||
| 1308 5TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $500 |
| A CONTEMPORARY THEATRE INC | ||||||
| 700 UNION ST | SEATTLE | WA | 98101 | PC | YOUNG PLAYWRIGHTS PROGRAM (YPP) | $10,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | ||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | PC | ARCS FELLOWSHIP SCHOLARSHIP | $5,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | ||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL & UNRESTRICTED | $1,500 |
| AMIGOS DE SANTA CRUZ FOUNDATION | ||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | PC | EDUCATING THE NEXT GENERATION IN SANTA CRUZ PROJECT | $10,000 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW STE 110 | SEATTLE | WA | 98106 | PC | ARTS INTEGRATION THROUGH TEACHING ARTIST RESIDENCIES | $25,000 |
| ARTS IMPACT | ||||||
| 4052 SW COLLEGE ST | SEATTLE | WA | 98116 | PC | GENERAL & UNRESTRICTED | $25,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | PC | CORE PROGRAM | $30,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | PC | TO SUPPORT THE CONTINUED EXPANSION OF THE CORE PROGRAM | $30,000 |
| BELLEVUE BOYS & GIRLS CLUB | ||||||
| 209 100TH AVE NE | BELLEVUE | WA | 98004 | PC | GENERAL & UNRESTRICTED | $250 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | PC | ARTS & EDUCATION PROGRAM | $25,000 |
| CHARLES & EMMA FRYE FREE PUBLIC ART MUSEUM INC TESTAMENTARY TRUST | ||||||
| 704 TERRY AVE | SEATTLE | WA | 98104 | EOF | ARTS ENGAGEMENT PROGRAMS FOR YOUTH AND FAMILIES | $25,000 |
| CHILD CARE RESOURCES | ||||||
| 1225 S WELLER ST STE 300 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $1,000 |
| CHILDHAVEN | ||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | PC | PROGRAM SUPPORT FOR YOUNG CHILDREN EXPERIENCING TRAUMA | $30,000 |
| CHILDRENS MUSEUM | ||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | PC | IGNITE IMAGINATION | $15,000 |
| COACHELLA VALLEY BRIDGE FOUNDATION | ||||||
| 34202 COOK ST | PALM DESERT | CA | 92211 | PC | BUILDING FUND | $1,500 |
| COMMON HOPE INC | ||||||
| 1400 ENERGY PARK DR STE 23 | SAINT PAUL | MN | 55108 | PC | NEW HOPE SECONDARY EDUCATION PROJECT | $10,000 |
| COYOTE CENTRAL | ||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | PC | STUDIO COYOTE | $30,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | PC | THUNDERBIRD EMPLOYEE SCHOLARSHIP FUND | $1,000 |
| EARTHJUSTICE | ||||||
| 705 2ND AVE 203 | SEATTLE | WA | 98104 | PC | GENERAL & UNRESTRICTED | $5,000 |
| EISENHOWER MEDICAL CENTER | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,500 |
| EXPERIENCE LEARNING COMMUNITY | ||||||
| 120 6TH AVE N STE 100 | SEATTLE | WA | 98109 | PC | THE MOPOPMOBILE PROJECT | $25,000 |
| FORTERRA NW | ||||||
| 901 5TH AVE STE 2200 | SEATTLE | WA | 98164 | PC | GENERAL & UNRESTRICTED | $1,500 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $1,250 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | PC | PARTNER WITH FRED HUTCH TO FIND TREATMENTS FOR DIPG | $30,000 |
| FRIENDS OF KEXP | ||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | YOUTH DJS | $25,000 |
| FRIENDS OF SEATTLE WATERFRONT | ||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | PC | GENERAL & UNRESTRICTED | $299,067 |
| FRIENDS OF THE CULTURAL CENTER INC | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER | ||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | PC | GENERAL & UNRESTRICTED | $1,000 |
| GRIST MAGAZINE INC | ||||||
| 1201 WESTERN AVE STE 410 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $5,000 |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLZ FL 2 | NEW YORK | NY | 10017 | PC | VITAMIN A SUPPLEMENTATION PROGRAM | $1,000 |
| HERITAGE UNIVERSITY | ||||||
| 3240 FORT RD | TOPPENISH | WA | 98948 | PC | GENERAL & UNRESTRICTED | $10,000 |
| HISTORICAL SOCIETY OF SEATTLE & KING COUNTY | ||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | PC | GARFIELD ENDOWMENT | $5,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | GENERAL & UNRESTRICTED | $500 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | CHERISH (CHILDREN ENCOURAGED BY RELATIONSHIPS IN SECURE HOMES) | $30,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | GENERAL & UNRESTRICTED | $3,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | GENERAL & UNRESTRICTED | $4,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | ||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | PC | TO SUPPORT THE SALARY OF THE PARALEGAL ON STAFF | $50,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | PC | RADIOACTIVE YOUTH MEDIA PROJECT | $25,000 |
| LIFEWIRE | ||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | PC | GENERAL & UNRESTRICTED | $10,000 |
| MADEIRA SCHOOL INC | ||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | STEAM BUILDING (FINAL PLEDGE PAYMENT) | $1,897 |
| MARYS PLACE SEATTLE | ||||||
| 1830 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $3,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 SW MILTON COURT | TIGARD | OR | 97224 | PC | CHARITABLE EVENT | $10,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $10,000 |
| NATURE CONSERVANCY - WASHINGTON | ||||||
| 74 WALL ST | SEATTLE | WA | 98121 | PC | FROM INNOVATION TO LEGACY: BUILDING SUSTAINABILITY IN PUGET SOUND PROJECT | $200,000 |
| NEIGHBORCARE HEALTH | ||||||
| 1200 12TH AVE S STE 901 | SEATTLE | WA | 98144 | PC | NEIGHBORCARE HEALTH YOUTH CLINIC | $30,000 |
| NEIGHBORCARE HEALTH | ||||||
| 1200 12TH AVE S STE 901 | SEATTLE | WA | 98144 | PC | GENERAL & UNRESTRICTED | $1,000 |
| NEW COURSE | ||||||
| 710 JOHN NELSON DR NE | BAINBRIDGE IS | WA | 98110 | PC | GENERAL & UNRESTRICTED | $5,000 |
| NEW STORY COMMUNITY | ||||||
| 14216 SE EASTGATE DR | BELLEVUE | WA | 980061560 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | DISCOVER DANCE RESIDENCIES | $25,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $5,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | ||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | PC | GEORGE BALANCHINE'S THE NUTCRACKER FUND | $2,000 |
| PALM SPRINGS PATHFINDERS | ||||||
| PO BOX 5005 | RANCHO MIRAGE | CA | 92270 | PC | GENERAL & UNRESTRICTED | $1,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | ||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | PC | SPANISH LANGUAGE PARENT SUPPORT GROUPS | $30,000 |
| RECOVERY CAFE | ||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $2,000 |
| RWANDA GIRLS INITIATIVE | ||||||
| 1653 RAMBLING LN | MEDINA | WA | 98039 | PC | OPPORTUNITY FUND | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL & UNRESTRICTED | $2,000 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL & UNRESTRICTED | $2,000 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL & UNRESTRICTED | $247,610 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | ||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $396,114 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | HIGHLINE SCHOOL DISTRICT PARTNERSHIP | $25,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | PC | SAM: PROCEEDS GOING TOWARDS SUPPORTING UPCOMING EXHIBIT VICTORIAN RADICALS | $5,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | ||||||
| PO BOX 5371 MAIL STOP S-200 | SEATTLE | WA | 98145 | PC | GENERAL & UNRESTRICTED | $100,623 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | ||||||
| PO BOX 5371 MAIL STOP S-200 | SEATTLE | WA | 98145 | PC | TO SUPPORT THE ODESSA BROWN CHILDREN'S CLINIC | $20,000 |
| SEATTLE OPERA | ||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | PC | SEATTLE OPERA YOUTH EDUCATION AND ENGAGEMENT PROGRAMS 2018/19 | $25,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | YOUTH ARTS EDUCATION, ENGAGEMENT, AND ACCESS PROGRAMS | $25,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | PC | GENERAL & UNRESTRICTED | $2,500 |
| SEATTLE SYMPHONY ORCHESTRA INC | ||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | PC | LINK UP MUSIC EDUCATION PROGRAM | $25,000 |
| SOUND | ||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | PC | MIDDLE SCHOOL SUPPORT PROJECT (MSSP) | $30,000 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | ||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | PC | GENERAL & UNRESTRICTED | $1,500 |
| ST MARKS PARISH | ||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | PC | GENERAL & UNRESTRICTED | $2,500 |
| SWEDISH MEDICAL CENTER FOUNDATION | ||||||
| 1801 LIND AVE SW ATTN TAX DEPT | RENTON | WA | 98057 | PC | GENERAL & UNRESTRICTED | $1,500 |
| THE BEECHERS FOUNDATION | ||||||
| 1725 WESTLAKE AVE N STE 150 | SEATTLE | WA | 98109 | PC | THE BEECHER'S FOUNDATION - YOUTH AND TEEN PROGRAMS | $30,000 |
| THE FISTULA FOUNDATION | ||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | PC | GENERAL & UNRESTRICTED | $5,000 |
| THE LIVING DESERT | ||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | CHARITABLE EVENT | $12,500 |
| THE MOUNTAINS TO SOUND GREENWAY TR | ||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | PC | GENERAL & UNRESTRICTED | $10,000 |
| THE SAFE CROSSINGS FOUNDATION | ||||||
| 1402 3RD AVE STE 1322 | SEATTLE | WA | 98101 | PC | FOR GRIEF SUPPORT PROGRAMS FOR YOUTH. | $30,000 |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| LINCOLN PLZ 89 S ST NO 700 | BOSTON | MA | 02111 | PC | TSNE MISSIONWORKS / A WAY HOME WASHINGTON (AWHWA) | $50,000 |
| TILTH ALLIANCE | ||||||
| 4649 SUNNYSIDE AVE N STE 100 | SEATTLE | WA | 98103 | PC | FOOD, YOUTH AND LEADERSHIP | $30,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | GOV | COMPETITIVE EDGE FUND IN INTERCOLLEGIATE ATHLETICS | $10,000 |
| UNIVERSITY OF WASHINGTON - UW MEDICINE | ||||||
| BOX 358045 | SEATTLE | WA | 98195 | PC | JACK LEIN REGIONAL MEDICAL EDUCATION FUND (AKA WWAMI) | $35,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | PC | ENDOWED PROFESSORSHIP FOR CORNEA RESEARCH (CRSCHR) | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | ||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | PC | EYE INSTITUTE FUND (EYEINS) | $1,000 |
| UNIVERSITY PREPARATORY ACADEMY | ||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | PC | GENERAL & UNRESTRICTED | $5,000 |
| URBAN ARTWORKS | ||||||
| 923 S BAYVIEW ST UNIT C | SEATTLE | WA | 98134 | PC | AFTER SCHOOL MURAL PROGRAM | $20,000 |
| VIRGINIA MASON MEDICAL CENTER | ||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | PC | GENERAL & UNRESTRICTED | $1,500 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $10,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | GENERAL & UNRESTRICTED | $99,772 |
| YEAR UP INC - SEATTLE CHAPTER | ||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | PC | GENERAL OPERATING SUPPORT PROJECT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,427,583 | 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 | $21,116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,218,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,224 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,446,922 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PASS THRU INVESTMENT INC | 525990 | $11,946 | 14 | $689,748 | |
| PASS THRU TAX-EXEMPT INT | $26 | ||||
| LITIGATION INCOME | 01 | $303 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,170 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,376,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,400,091 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT INTEREST EXCLUDED UNDER IRC SECTION 103 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TY SCHEUMANN | |||||||
| 1 | 1111 THIRD AVENUE SUITE 3030 | SEATTLE | WA | 98101 | $6,404,962 | Yes (X) | Yes (X) |
| TAYLOR WRIGHT | |||||||
| 2 | 10000 MAIN STREET 1001 | BELLEVUE | WA | 98004 | $5,000 | Yes (X) | |
| DAVID WRIGHT | |||||||
| 3 | 511 BOREN AVE N SUITE 300 | SEATTLE | WA | 98109 | $5,000 | Yes (X) | |
| JEFF WRIGHT | |||||||
| 4 | 1910 FAIRVIEW AVE E SUITE 500 | SEATTLE | WA | 98102 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $6,399,962 | FairMarketValueAmt |
| Received | 2019-11-19 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATHOLIC HEALTH INITIATIVES - 4.200% - 08/01/2023 (14916RAF1) | $61,646 | $63,385 |
| CATHOLIC HEALTH INITIATIVES - 2.950% - 11/01/2022 (14916RAC8) | $63,493 | $66,231 |
| AT&T INC BOND - 2.450% - 06/30/2020 (00206RCL4) | $94,256 | $95,260 |
| CAPITAL ONE FINL CORP NOTE - 2.500% - 05/12/2020 (14040HBP9) | $94,336 | $95,238 |
| WESTPAC BANKING CORP - 2.100% - 05/13/2021 (961214CV3) | $94,864 | $95,094 |
| BANK OF AMERICA SR NOTE - 2.250% - 04/21/2020 (06051GFN4) | $95,305 | $96,090 |
| BERKSHIRE HATHAWAY NOTE - 2.200% - 03/15/2021 (084670BQ0) | $95,326 | $96,443 |
| ROYAL BANK OF CANADA - 2.550% - 07/16/2024 (78013XZU5) | $95,467 | $96,462 |
| KINDER MORGAN ENER PART NOTE - 5.800% - 03/01/2021 (494550BC9) | $95,853 | $93,692 |
| CITIGROUP - 2.700% - 03/30/2021 (172967KK6) | $96,364 | $95,686 |
| WELLS FARGO - 3.000% - 01/22/2021 (94974BFR6) | $97,129 | $96,075 |
| JPMORGAN CHASE & CO - 4.350% - 08/15/2021 (46625HJC5) | $98,371 | $95,417 |
| GM FINANCIAL BOND - 3.700% - 11/24/2020 (37045XBD7) | $98,461 | $98,149 |
| IBRD - 1.625% - 03/09/2021 (459058EW9) | $111,741 | $114,926 |
| INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) | $213,916 | $217,112 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $109,359 | $109,670 |
| DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND (DFCEX) | $451,734 | $459,661 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $521,676 | $566,218 |
| DFA INTERNATIONAL CORE EQUITY FUND (DFIEX) | $722,294 | $722,947 |
| PIMCO INCOME FUND (PIMIX) | $1,011,931 | $1,016,989 |
| DFA GLOBAL ALLOCATION 60/40 I (DGSIX) | $2,439,157 | $2,567,965 |
| PACCAR INC (PCAR) | $20,999,707 | $23,929,490 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,748,281 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,776,496 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $495,138 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $493,081 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $163,084 | $59,762 |
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $4,168,088 | $4,497,171 |
| COLUMBIA PACIFIC INCOME FUND II, L.P (CPINCFND2) | AT COST | $8,646,285 | $8,679,190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $45 | $0 | $45 |
| BANK CHARGES | $505 | $505 | $0 |
| ADMINISTRATIVE FEES | $50,000 | $0 | $50,000 |
| WEBSITE DESIGN/MAINTENANCE | $240 | $0 | $240 |
| INSURANCE | $2,694 | $0 | $2,694 |
| DUES & MEMBERSHIPS | $2,895 | $0 | $2,895 |
| PARTNERSHIP PROCESSING FEE | $1,500 | $0 | $1,500 |
| PASS THROUGH EXPENSES | $98,307 | $87,618 | $0 |
| OTHER DEDUCTIONS | $50 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS THRU INVESTMENT INC | $701,694 | $4,102 | $701,694 |
| PASS THRU TAX-EXEMPT INT | $26 | $26 | |
| LITIGATION INCOME | $303 | $303 | $303 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACCAR INC. SHARES OUT - GRANT | Desc |
| Amt | $286,588 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $52,863 | $52,863 | $0 |
| PHILANTHROPIC CONSULTING | $60,500 | $0 | $60,500 |
| ADMINISTRATION FEE | $7,130 | $0 | $7,130 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $1,186 | $0 | $0 |
| EXCISE TAXES | $103,089 | $0 | $0 |
| INCOME TAX | $7,700 | $0 | $0 |
| FOREIGN TAX PAID | $0 | $51 | $0 |