THE MARTYN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTYN FAMILY FOUNDATION (EIN 46-4598136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349103034
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:35:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 464598136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Martyn Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN P MARTYN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203185000015 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $1,709,416 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $444 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,062 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $682 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,438,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,232,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,435,006 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,624,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,506,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,709,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,624,943 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,506,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,624,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,624,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,506,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,624,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,506,568 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,568 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $246,516 | GrossSalesPriceAmt |
| Cost Or Other Basis | $205,918 | CostOrOtherBasisAmt |
| Gain Or Loss | $40,598 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40,598 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,598 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $172,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,750,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $225,862 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,855,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $197,731 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,962,375 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100761 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,474 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,144,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090207 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,899 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.507917 | DistributionYr5Rt |
| Total Distribution | 0.919194 | TotalDistributionRt |
| Average Distribution | 0.183839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,650,082 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $740 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $304,089 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $191,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,480 | SubtotalAmt |
| Tax Based On Investment Income | $1,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $512 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $512 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $968 | TaxDueAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin P Martyn | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,550,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,675,210 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,675,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,650,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,480 | TotalTaxAmt |
| Distributable Before Adj | $81,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $191,680 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $191,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,024 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $64,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,933 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,680 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $582,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $517,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,943 | ExcessFromYear4Amt |
| Excess From Year3 | $100,166 | ExcessFromYear3Amt |
| Excess From Year2 | $133,933 | ExcessFromYear2Amt |
| Excess From Year1 | $85,556 | ExcessFromYear1Amt |
| Excess From Current Year | $110,656 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin P Martyn | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMPASS HEALTH | |||||||
| 4526 FEDERAL AVE M/S 49 | EVERETT | WA | 98203 | N/A | PC | General & Unrestricted | $20,000 |
| DAYS FOR GIRLS INTERNATIONAL | |||||||
| 102 OHIO ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $10,400 |
| GREATER LAKES MENTAL HEALTHCARE | |||||||
| 9330 59TH AVE SW | LAKEWOOD | WA | 98499 | N/A | PC | General & Unrestricted | $5,000 |
| HIGHER GROUND A RESOURCE CENTER | |||||||
| 101 W 44TH ST | TUCSON | AZ | 85713 | N/A | PC | General & Unrestricted | $20,000 |
| MENTAL HEALTH CORPORATION OF AMERICA INC | |||||||
| 1876A EIDER CT | TALLAHASSEE | FL | 32308 | N/A | PC | General & Unrestricted | $75,000 |
| NAMI | |||||||
| 3803 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $2,000 |
| NAVOS | |||||||
| 2600 SW HOLDEN ST | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $10,000 |
| SEATTLE RUGBY FOOTBALL CLUB | |||||||
| 4103 SW OTHELLO ST | SEATTLE | WA | 98136 | N/A | PC | General & Unrestricted | $25,000 |
| SOUND | |||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,062 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $67,575 | $69,950 |
| FIRST TRUST LOW DURATION OPPOR | $43,706 | $44,030 |
| ISHARES DJ US TECH ETF | $37,400 | $50,707 |
| ISHARES HIGH DIVIDEND EQUITY F | $62,840 | $72,572 |
| ISHARES MSCI CHINA INDEX FUND | $27,471 | $33,327 |
| ISHARES S&P NATIONAL AMT FREE | $55,470 | $58,094 |
| ISHARES TRUST CORE MSCI EUROPE | $41 | $50 |
| SCHWAB STRATEGIC TR US LARGE C | $71,598 | $85,851 |
| SCHWAB U.S. LARGE-CAP GROWTH | $52,059 | $68,660 |
| SCHWAB U.S. SMALL-CA | $57,712 | $68,227 |
| SCHWAB US REIT | $54,605 | $65,723 |
| SCHWAB US TIPS | $43,134 | $44,738 |
| VANGUARD CHARLOTTE INTL BD IDX | $59,257 | $61,672 |
| VANGUARD DIVIDEND APPRECIATION | $72,794 | $91,002 |
| VANGUARD FTSE DEVELOPED MARKET | $43,133 | $42,738 |
| VANGUARD FTSE EMERGING MARKETS | $21,319 | $20,012 |
| VANGUARD GROWTH ETF | $50,563 | $67,403 |
| VANGUARD INFORMATION TECHNOLOG | $49,432 | $67,334 |
| VANGUARD MID-CAP GROWTH ETF | $54,853 | $73,039 |
| VANGUARD SF REIT ETF | $56,358 | $70,520 |
| VANGUARD SMALL-CAP GROWTH ETF | $75,723 | $91,402 |
| VANGUARD SMALL-CAP VALUE ETF | $87,697 | $95,949 |
| VANGUARD TAX-EXEMPT BOND ETF | $41,353 | $43,367 |
| VANGUARD TOTAL BOND MARKET ETF | $46,065 | $48,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,218 | $14,218 | |
| Bank Charges | $75 | $75 | |
| Postage/Delivery Service | $37 | $37 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $500 |
| 990-PF Extension for 2018 | $182 |