GROUSEMONT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349102360
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:45:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-07 | 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 | 2019-11-07 | 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 | 2019-11-07 | IPDt |
| IP Tm | 11:04:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8F8671919AEAF184819608176B45343F82BD7C9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,590,070 | 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 | $5,945,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $837,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $904,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,192,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,014,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,493,287 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $473,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $370,275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,456,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,774,497 | 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 |
| Accounting Fees Rev And Expnss | $7,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,213 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,701 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,942 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,134 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,257 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,257 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $393,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,664,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,664,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,057,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,799,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,398,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,615,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $685,635 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,436 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,635 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,635 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,635 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,182,723 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,850,558 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,833,761 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,335,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,570,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,629,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $851,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,141,679 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,128,501 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,971,011 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,622,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,758,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,026,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,425,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,590,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,026,537 | UnrestrictedBOYAmt |
| Unrestricted EOY | $36,425,143 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,026,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,425,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,026,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,425,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,026,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,398,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,425,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,425,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $2,880,512 | $2,944,646 | -$64,134 | -$64,134 | |
| PASS THROUGH CAPITAL GAIN | $423,764 | $423,764 | |||
| 57,700 SHARES PACCAR INC. | $4,119,824 | $4,119,824 | $4,119,824 | ||
| CAPITAL GAINS DIVIDENDS | $13,833 | $13,833 | $13,833 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,493,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,581,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,659,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,052,139 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,953,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $872,242 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,473,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $571,948 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,747,518 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,291 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,579,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051495 | DistributionYr5Rt |
| Total Distribution | 0.246326 | TotalDistributionRt |
| Average Distribution | 0.049265 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,600,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,753,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56,155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,810,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,799,418 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $112,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,562 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,562 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $342 | EsPenaltyAmt |
| Tax Due | $2,089 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 (7 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 |
| KATE JANEWAY | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/TREASURER THRU 03/18 | 1.00 | $0 | $0 | $0 |
| KORYNNE WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| KYLE ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/TREASURER FROM 04/18 | 1.00 | $0 | $0 | $0 |
| LEE ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR THRU 03/18 | 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 | $65,958 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $50,240 |
| 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 | $25,974,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $409,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,758,772 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,142,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,142,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $542,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,600,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,780,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,780,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,309 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,989 | IncomeTaxAmt |
| Total Tax | $121,298 | TotalTaxAmt |
| Distributable Before Adj | $1,658,723 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,658,723 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,658,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,799,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,799,418 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,799,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,658,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $11,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $165,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,799,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,658,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,695 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $646,769 | 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 | $18,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $628,565 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,249 | ExcessFromYear3Amt |
| Excess From Year2 | $165,358 | ExcessFromYear2Amt |
| Excess From Year1 | $311,263 | ExcessFromYear1Amt |
| Excess From Current Year | $140,695 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | ARCS FELLOWSHIP SCHOLARSHIP | $5,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | DOROTHY SIMPSON ARCS LEADERSHIP AWARD FUND | $500 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| AMARA | |||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | N/A | PC | GENERAL & UNRESTRICTED | $30,000 |
| AMIGOS DE SANTA CRUZ FOUNDATION | |||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | N/A | PC | EDUCATING THE NEXT GENERATION IN SANTA CRUZ PROJECT | $10,000 |
| ASSOCIATED RECREATION COUNCIL | |||||||
| 8061 DENSMORE AVE N | SEATTLE | WA | 98103 | N/A | PC | GREEN LAKE COMMUNITY BOATHOUSE | $25,000 |
| BALLARD HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 17626 | SEATTLE | WA | 98127 | N/A | PC | GAINS PROGRAM | $50,000 |
| BELLEVUE BOYS & GIRLS CLUB | |||||||
| 209 100TH AVE NE | BELLEVUE | WA | 98004 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| BURKE MUSEUM ASSOCIATION | |||||||
| PO BOX 353010 | SEATTLE | WA | 98195 | N/A | PC | THE NEW BURKE | $250,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST STE | LOS ANGELES | CA | 90012 | N/A | PC | WILDFIRE RELIEF FUND | $10,000 |
| CAMP KOREY | |||||||
| 24880 BROTHERHOOD RD | MOUNT VERNON | WA | 98274 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| CASCADE PUBLIC MEDIA | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $667 |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | |||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | N/A | PC | NEW BETHLEHEM PROJECT - PERMANENT SHELTER CAMPAIGN | $60,000 |
| CHILD CARE RESOURCES | |||||||
| 1225 S WELLER ST STE 300 | SEATTLE | WA | 98144 | N/A | PC | HOMELESS CHILD CARE PROGRAM | $25,000 |
| CHILDREN AND YOUTH JUSTICE CENTER | |||||||
| 615 2ND AVE STE 275 | SEATTLE | WA | 98104 | N/A | PC | LAWYERS FOSTERING INDEPENDENCE | $30,000 |
| COLECTIVA LEGAL DEL PUEBLO | |||||||
| 201 SW 153RD ST | BURIEN | WA | 98166 | N/A | PC | WASHINGTON IMMIGRANT SOLIDARITY NETWORK BOND FUND | $27,500 |
| COMMON HOPE INC | |||||||
| 1400 ENERGY PARK DR STE 23 | SAINT PAUL | MN | 55108 | N/A | PC | NEW HOPE SECONDARY EDUCATION PROJECT | $10,000 |
| COOPERATIVE FOR EDUCATION | |||||||
| 2300 MONTANA AVE STE 301 | CINCINNATI | OH | 45211 | N/A | PC | THOUSAND GIRLS INITIATIVE | $25,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | N/A | PC | THUNDERBIRD COUNTRY CLUB EMPLOYEES SCHOLARSHIP | $1,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FAMILY LAW CASA OF KING COUNTY | |||||||
| 810 3RD AVE STE 700 | SEATTLE | WA | 98104 | N/A | PC | CHILD ADVOCACY | $20,000 |
| FORTERRA NW | |||||||
| 901 5TH AVE STE 2200 | SEATTLE | WA | 98164 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FORTERRA NW | |||||||
| 901 5TH AVE STE 2200 | SEATTLE | WA | 98164 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | N/A | PC | PEDIATRIC BRAIN TUMOR RESEARCH | $250 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | N/A | PC | OBLITERIDE PROGRAM | $3,000 |
| FRIENDS OF KEXP | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $667 |
| FRIENDS OF THE CULTURAL CENTER INC | |||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRIENDS OF YOUTH | |||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PC | STREET OUTREACH AND DROP-IN; REDMOND YOUTH SERVICE CENTER | $30,000 |
| GREATER SEATTLE BUREAU OF FEARLESS IDEAS | |||||||
| PO BOX 30764 | SEATTLE | WA | 98113 | N/A | PC | CREATING A COMMUNITY OF YOUNG WRITERS: OUT-OF-SCHOOL LEARNING AND COLLEGE READINESS FOR UNDERSERVED K-12 STUDENTS PROJECT | $10,000 |
| HOPELINK | |||||||
| PO BOX 3577 | REDMOND | WA | 98073 | N/A | PC | HOPELINK GENERAL OPERATING | $30,000 |
| IMPERIAL COLLEGE FOUNDATION INC | |||||||
| PO BOX 80526 | ATLANTA | GA | 30366 | N/A | PC | SCHISTOSOMIASIS CONTROL INITIATIVE | $1,000 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | |||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | N/A | PC | PARALEGAL AND ADMINISTRATIVE SUPPORT | $500 |
| KITSAP IMMIGRANT ASSISTANCE CENTER | |||||||
| PO BOX 1276 | BREMERTON | WA | 98337 | N/A | PC | SUPPORT PARALEGAL HELP | $52,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | GENERAL & UNRESTRICTED | $666 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | |||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | N/A | PC | GENERAL & UNRESTRICTED | $30,000 |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | |||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | N/A | PC | PROVIDE ADDITIONAL ADMINISTRATIVE SUPPORT | $25,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| 14150 SW MILTON COURT | TIGARD | OR | 97224 | N/A | PC | MATERNAL, NEWBORN AND CHILD HEALTH - CHICAMAN, GUATEMALA PROJECT | $30,000 |
| MOCKINGBIRD SOCIETY | |||||||
| 2100 24TH AVE S | SEATTLE | WA | 98144 | N/A | PC | MOCKINGBIRD SOCIETY'S YOUTH PROGRAMS | $30,000 |
| NATURE CONSERVANCY - WASHINGTON | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | N/A | PC | FROM INNOVATION TO LEGACY: BUILDING SUSTAINABILITY IN PUGET SOUND PROJECT | $200,000 |
| NATURE CONSERVANCY - WASHINGTON | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| NEW COURSE | |||||||
| 710 JOHN NELSON DR NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | MOTHER AND CHILD HEALTH FOR EDUCATION PROJECT | $27,500 |
| NPH-USA | |||||||
| 134 N LA SALLE ST 500 | CHICAGO | IL | 60602 | N/A | PC | EDUCATION FOR GUATEMALAN COMMUNITY CHILDREN PROJECT | $25,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | ANNUAL FUND | $5,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | GEORGE BALANCHINE'S THE NUTCRACKER FUND | $2,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | GEORGE BALANCHINE'S JEWELS - NEW WORKS INITIATIVE | $2,000 |
| PALM SPRINGS PATHFINDERS | |||||||
| PO BOX 5005 | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| PATH | |||||||
| 2201 WESTLAKE AVE STE 200 | SEATTLE | WA | 98121 | N/A | PC | CATALYST FUND/GENERAL OPERATING SUPPORT | $25,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| RWANDA GIRLS INITIATIVE | |||||||
| 1653 RAMBLING LN | MEDINA | WA | 98039 | N/A | PC | OPPORTUNITY FUND | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | EDUCATION FOR INDIGENOUS GUATEMALANS PROJECT | $30,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | N/A | PC | SEATTLE AQUARIUM OCEAN PAVILION | $100,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | SEATTLE ASIAN ART MUSEUM CAPITAL CAMPAIGN WITH BUILDERS CLUB PROJECT | $10,000 |
| SEATTLE CLEMENCY PROJECT | |||||||
| 1126 34TH AVE STE 208 | SEATTLE | WA | 98122 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| SEATTLE OPERA | |||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | SEATTLE OPERA AT THE CENTER PROJECT | $75,000 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| SEATTLE SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| SEATTLES UNION GOSPEL MISSION | |||||||
| PO BOX 202 | SEATTLE | WA | 98111 | N/A | PC | CATALYST ANNUAL GALA PROGRAM | $5,000 |
| SOUND | |||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | N/A | PC | MIDDLE SCHOOL SUPPORT PROJECT | $30,000 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | |||||||
| 47 535 HWY 74 | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| ST MARKS PARISH | |||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | N/A | PC | LIVING STONES BUILDING FOR MINISTRY CAMPAIGN | $1,000 |
| TEEN FEED | |||||||
| 4740 B UNIVERSITY WAY NE | SEATTLE | WA | 98105 | N/A | PC | TEEN FEED MEAL PROGRAM, STREET OUTREACH SERVICES | $30,000 |
| THE FISTULA FOUNDATION | |||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| THE FISTULA FOUNDATION | |||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL & UNRESTRICTED | $8,000 |
| THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION INC | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | FOR THE BENEFIT OF SEALEGACY | $500 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| THE MOUNTAINS TO SOUND GREENWAY TR | |||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | YMCA OF GREATER SEATTLE, HOST HOMES PROGRAM | $30,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | TSNE MISSIONWORKS, A WAY HOME WASHINGTON (AWHWA) | $50,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PC | GRADUATION SUCCESS | $30,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | ENDOWED PROFESSORSHIP FOR CORNEA RESEARCH (CRSCHR) FUND | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | EYE INSTITUTE GIFTS FUND (EYEINS) | $1,000 |
| URBAN ARTWORKS | |||||||
| 923 S BAYVIEW ST UNIT C | SEATTLE | WA | 98134 | N/A | GOV | GENERAL & UNRESTRICTED | $500 |
| VIEWLANDS ELEMENTARY PTSA | |||||||
| 10525 3RD AVE NW | SEATTLE | WA | 98177 | N/A | GOV | 5TH GRADE CAMP FUND | $500 |
| VILLAGE VOLUNTEERS | |||||||
| 5100 S DAWSON ST STE 105 | SEATTLE | WA | 98118 | N/A | GOV | GENERAL & UNRESTRICTED | $10,000 |
| VIRGINIA MASON MEDICAL CENTER | |||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| VIRGINIA MASON MEDICAL CENTER | |||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | THORACIC SURGERY QUALITY INITIATIVE | $2,500 |
| YEAR UP INC - SEATTLE CHAPTER | |||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | N/A | PC | GENERAL OPERATING SUPPORT PROJECT | $10,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF SEATTLE-KING COUNTY-SNOHOMISH CO | |||||||
| 1118 5TH AVE | SEATTLE | WA | 98101 | N/A | PC | ACCELERATOR Y/HOST HOMES PROGRAM | $30,000 |
| YOUTHCARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | COMPREHENSIVE SERVICES FOR HOMELESS YOUTH | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,664,000 | 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 | $6,866 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $837,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,491 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,177,268 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PASS THRU INVESTMENT INC | 525990 | $33,936 | 14 | $436,727 | |
| PASS THRU TAX-EXEMPT INT | $668 | ||||
| LITIGATION INCOME | 01 | $77 | |||
| STATE TAX REFUND | 01 | $2,300 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $49,427 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,460,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $668 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,510,873 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TY SCHEUMANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 BOREN AVE N SUITE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,945,325 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,945,325 | FairMarketValueAmt |
| Received | 2018-04-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,213 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,213 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 2.900% - 11/30/2021 (002824BD1) | $73,716 | $73,357 |
| AT&T INC NOTE - 2.850% - 02/14/2023 (00206REK4) | $74,167 | $74,036 |
| BANK NEW YORK MELLONCORP MTN BOND - 2.661% - 05/16/2023 (06406RAC1) | $76,457 | $73,982 |
| BANK OF AMERICA SR NOTE - 2.250% - 04/21/2020 (06051GFN4) | $73,242 | $73,209 |
| BERKSHIRE HATHAWAY NOTE - 2.200% - 03/15/2021 (084670BQ0) | $75,201 | $74,763 |
| CAPITAL ONE FINL CORP NOTE - 2.500% - 05/12/2020 (14040HBP9) | $73,308 | $73,000 |
| CATHOLIC HEALTH INITIATIVES - 2.950% - 11/01/2022 (14916RAC8) | $63,493 | $63,577 |
| GENERAL MTRS FINL CO INC - 3.150% - 01/15/2020 (37045XAR7) | $66,652 | $64,448 |
| HCP INC NOTE - 2.625% - 02/01/2020 (40414LAH2) | $73,513 | $73,473 |
| IBRD - 1.625% - 03/09/2021 (459058EW9) | $111,741 | $112,725 |
| INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) | $82,909 | $84,006 |
| JPMORGAN CHASE & CO - 4.350% - 08/15/2021 (46625HJC5) | $77,361 | $73,630 |
| KINDER MORGAN ENER PT BD - 2.650% - 02/01/2019 (494550BR6) | $32,650 | $31,978 |
| KINDER MORGAN INC - 3.020% - 12/01/2019 (49456BAE1) | $35,504 | $34,798 |
| WELLS FARGO - 3.000% - 01/22/2021 (94974BFR6) | $75,808 | $73,625 |
| WESTPAC BANKING CORP - 2.100% - 05/13/2021 (961214CV3) | $75,957 | $73,894 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND (DFCEX) | $301,884 | $268,376 |
| DFA GLOBAL ALLOCATION 60/40 I (DGSIX) | $1,775,300 | $1,626,369 |
| DFA INTERNATIONAL CORE EQUITY FUND (DFIEX) | $483,864 | $399,941 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $454,947 | $390,297 |
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $105,056 | $87,420 |
| PACCAR INC (PCAR) | $20,449,587 | $17,856,764 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,573,324 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,554,575 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $277,234 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $279,186 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA PACIFIC INCOME FUND II, L.P (CPINCFND2) | AT COST | $6,597,862 | $6,574,539 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $261,665 | $115,597 |
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $2,732,632 | $3,068,434 |
| CP MULTI-ASSET FUND LP (CPMULTIFND) | AT COST | $30,038 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $20 | $0 | $20 |
| BANK CHARGES | $743 | $740 | $0 |
| ADMINISTRATIVE FEES | $50,000 | $0 | $50,000 |
| WEBSITE DESIGN/MAINTENANCE | $240 | $0 | $240 |
| INSURANCE | $2,694 | $0 | $2,694 |
| DUES & MEMBERSHIPS | $1,000 | $0 | $1,000 |
| PENALTY | $52 | $0 | $52 |
| PASS THROUGH EXPENSES | $98,602 | $91,464 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS THRU INVESTMENT INC | $470,663 | $370,198 | $470,663 |
| PASS THRU TAX-EXEMPT INT | $668 | $668 | |
| LITIGATION INCOME | $77 | $77 | $77 |
| STATE TAX REFUND | $2,300 | $2,300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $44,701 | $44,701 | $0 |
| PHILANTHROPIC CONSULTING | $65,958 | $0 | $65,958 |
| ADMINISTRATION FEE | $6,984 | $0 | $6,984 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $22,003 | $22,003 | $0 |
| EXCISE TAXES | $76,000 | $0 | $0 |
| INCOME TAX | $16,125 | $0 | $0 |
| FOREIGN TAX PAID | $0 | $131 | $0 |