TUDOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TUDOR FOUNDATION (EIN 91-1708176)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201931219349100643
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-01T18:14:56-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822050031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Travis Andrews CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10922 NE 118th Street | AddressLine1Txt |
| City | Kirkland | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911708176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tudor Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Roger Rieger | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUDO | BusinessNameControlTxt |
| Phone | 2063432337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 University St Ste 1200 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger A Rieger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis R Andrews | PreparerPersonNm |
| PTIN | P01082695 | PTIN |
| Phone | 4254819939 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,361,417 | 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 | $6,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $282 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,925 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,925 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,213,235 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,002,220 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,213,235 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,284,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,067,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,278,442 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $865 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $865 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $41,936 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,135 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,135 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,443 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $500 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,485,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,485,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,535,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,493,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $749,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,067,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,277,942 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,240 | CashBOYAmt |
| Cash EOY | $14,308 | CashEOYAmt |
| Cash EOYFMV | $14,308 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,194 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,723,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,262,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,289,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$2,377,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$2,185,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $399,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,149,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,361,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,169,312 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,169,312 | CapitalStockEOYAmt |
| Retained Earning BOY | -$2,769,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,020,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,149,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $399,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,149,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $749,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,149,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,149,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY FUNDS CONSERVATIVE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-17 | AcquiredDt |
| Sold | 2018-06-18 | SoldDt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $449,552 | CostOrOtherBasisAmt |
| Gain Or Loss | $448 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $448 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $579,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,055,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.28208 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $455,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $613,476 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.74238 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $235,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.17583 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,446 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.07897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $265,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,347 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.18520 | DistributionYr5Rt |
| Total Distribution | 12.464465 | TotalDistributionRt |
| Average Distribution | 2.492893 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,020,634 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,530,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,550,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,493,290 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,358 | SubtotalAmt |
| Tax Based On Investment Income | $41,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,642 | OverpaymentAmt |
| Applied To ES Tax | $8,642 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Rieger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063432337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 University St Ste 1200 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Roger A Rieger | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | President | 20.00 | $0 |
| E Annette Rieger | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | SECRETARY | 5.00 | $0 |
| Erin R Baranick | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | Vice President | 0.00 | $0 |
| Michael J Baranick | ||||||
| 411 University St Ste 1200 | Seattle | WA | 98101 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GOLD SCHOLARS PROGRAM - PROVIDED GRANTS FOR EDUCATIONAL RELATED EXPENSES TO STUDENT MEMBERS OF THE PROGRAM WHO WERE MENTORED IN HIGH SCHOOL AND NOW IN COLLEGE.PROVIDED MENTORING AND FINANCIAL SUPPORT TO AT RISK YOUTH TO HELP THEM SUCCEED IN THEIR EDUCATION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | FUNDS PROVIDED TO INDIVIDUAL STUDENTS FOR POST HIGH SCHOOL TUITION, BOOKS, AND RELATED EDUCATIONAL EXPENSES. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,969,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,066,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,066,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,020,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,358 | TotalTaxAmt |
| Distributable Before Adj | $109,674 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $109,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $109,674 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,493,290 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,493,290 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,493,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,674 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $252,746 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $455,433 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $519,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,227,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,493,290 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,383,616 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,610,803 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,610,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $252,746 | ExcessFromYear3Amt |
| Excess From Year2 | $455,433 | ExcessFromYear2Amt |
| Excess From Year1 | $519,008 | ExcessFromYear1Amt |
| Excess From Current Year | $1,383,616 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Roger A Rieger | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISC COLLEGE STUDENTS | |||||||
| 411 UNIVERSITY ST STE 1200 | SEATTLE | WA | 98101 | NONE | I | EDUCATIONAL | $362,634 |
| GOLD SCHOLARS PROGRAM | |||||||
| 411 UNIVERSITY ST STE 1200 | SEATTLE | WA | 98101 | NONE | I | EDUCATIONAL | $74,987 |
| CAYA | |||||||
| 119 23RD AVE | SEATTLE | WA | 98122 | NONE | PUBLIC | EDUCATIONAL | $20,000 |
| NORTHWEST TAP CONNECTION | |||||||
| 8732 RAINIER AVENUE SOUTH | SEATTLE | WA | 98118 | NONE | NC | EDUCATIONAL | $31,731 |
| MLK FAME COMMUNITY CENTER | |||||||
| 3201 EAST REPUBLICAN STREET | SEATTLE | WA | 98112 | NONE | PUBLIC | EDUCATIONAL | $17,500 |
| TEAM BLUE PROGRAM | |||||||
| 411 UNIVERSITY ST STE 1200 | Seattle | WA | 98101 | NONE | I | SUPPORT | $6,885 |
| MENTORING URBAN STUDENTS TEENS | |||||||
| 4093 LETITIA AVE S | SEATTLE | WA | 98118 | NONE | NC | EDUCATIONAL | $16,000 |
| SEATTLE URBAN ACADEMY | |||||||
| 3800 S OTHELLO ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATION | $10,300 |
| UNIVERSITY OF KANSAS | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | EDUCATION | $525,000 |
| EMERGENCY FEEDING PROGRAM | |||||||
| 851 HOUSER WAY N | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $71,071 |
| MARY MAHONEY PROF NURSES ORG | |||||||
| PO BOX 22003 | SEATTLE | WA | 98122 | NONE | PC | HUMANITARIAN | $4,000 |
| HIGHLAND SQUARE LEARNING CENTER | |||||||
| 1909 S QUEBEC WAY | DENVER | CO | 80231 | NONE | NC | EDUCATION | $13,140 |
| PRE-APPRENTICESHIP CONSTRUCTION ED | |||||||
| PO BOX 44530 | OLYMPIA | WA | 98504 | NONE | NC | EDUCATION | $3,116 |
| EDUCATION PLUS | |||||||
| 4715 48TH AVE S | SEATTLE | WA | 98118 | NONE | I | EDUCATION | $16,483 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY 500 | SEATTLE | WA | 98101 | NONE | NC | EDUCATION | $142,750 |
| URBAN IMPACT | |||||||
| 7728 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $13,137 |
| GLOBAL VISIONARIES | |||||||
| 2524 16TH AVE S 206 | SEATTLE | WA | 98144 | NONE | PC | HUMANITARIAN | $23,000 |
| SEATTLE ALLIANCE BLACK SCHOOL EDUCA | |||||||
| PO BOX 22035 | SEATTLE | WA | 98122 | NONE | NC | EDUCATION | $4,000 |
| ACADEMIC SPORTS INSTITUTE | |||||||
| PO BOX 78036 | SEATTLE | WA | 98178 | NONE | NC | Educational | $100,413 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | Education | $5,000 |
| HOPE PLACE | |||||||
| 3802 S OTHELLO ST | SEATTLE | WA | 98118 | NONE | NC | Humanitarian | $4,000 |
| MARSHA RIVKIN CENTER FOR CANCER RES | |||||||
| 801 BROADWAY STE 701 | SEATTLE | WA | 98122 | NONE | PC | Humanitarian | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,485,147 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 37 | ExclusionCd |
| Exclusion | $282 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $448 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MANAGEMENT FEES | $211,015 |
| QUATAMA HOUSING LP K-1 | $2,002,220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,213,235 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,278,890 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | The foundation manages low income housing in the state of orgeon. |
| 11b | The foundation owns a 50% interest in Quatama Housing Limited Partnership which wholly owns a low income housing property in the state of Oregon. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | ERNIE BURGESS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 43rd Ave E Apt 7-B | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981123267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 shares of Microsoft Corp stock | $14,550 | $41,644 |
| FIDELITY INVESTMENT ACCOUNT | $2,073,271 | $2,073,271 |
| PUTNAM FUNDS | $1,175,000 | $1,175,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | QUATAMA HOUSING LP: BK VALUE = TAX BASIS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,185,165 | BookValueAmt |
| EOYFMV | $20,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $865 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $865 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GIFTS | $500 | $500 | |
| LICENSES | $943 | $943 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $211,015 | $211,015 | |
| QUATAMA HOUSING LP K-1 | $2,002,220 | $2,002,220 | $2,002,220 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $41,936 | Amt |