VADON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VADON FOUNDATION (EIN 46-3669945)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101031
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T11:39:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 2ND AVE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463669945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vadon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK VADON | InCareOfNm |
| Business Name Control | VADO | BusinessNameControlTxt |
| Phone | 2064727220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESTERN AVENUE 406 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK VADON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2066211900 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN B QUEARY | PreparerPersonNm |
| PTIN | P00099025 | PTIN |
| Phone | 2066211900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.125.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91948320183175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F85B3453422A1CCD817E3CCAE0454C061225FAD2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F84BE2FE1AFF9DDF033A9A0BDAA1ABE94586C8D9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,184,809 | 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 | $33,558,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42,062 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,062 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $295,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $295,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,662,597 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,218,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,791,669 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,232,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,129,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,608 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,118 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $651 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,902 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,278,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,278,851 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,463,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,281,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,769,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,116,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,318 | CashBOYAmt |
| Cash EOY | $136,544 | CashEOYAmt |
| Cash EOYFMV | $136,544 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,195,234 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $772,927 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,906,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,362,223 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,703,676 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,686,042 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,977,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,746,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,184,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,977,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,746,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,977,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,746,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,977,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,746,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,977,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,769,034 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,746,513 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,746,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2017-01-11 | 2017-11-21 | $34,217,070 | $3,426,474 | $30,790,596 | $30,790,596 | |
| CAPITAL GAIN DIVIDENDS | $1,073 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,791,669 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $851,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,121,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,604,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,304,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,084 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $982,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028578 | DistributionYr4Rt |
| Total Distribution | 0.199588 | TotalDistributionRt |
| Average Distribution | 0.049897 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,537,666 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $875,077 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $311,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,186,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,281,538 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $311,164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $311,164 | SubtotalAmt |
| Tax Based On Investment Income | $311,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $235,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $312,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,436 | OverpaymentAmt |
| Applied To ES Tax | $1,436 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | Yes (true) | 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 | MARK VADON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4254458532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESTERN AVENUE | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK VADON | ||||||||
| 1201 WESTERN AVENUE 406 | Seattle | WA | 98101 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| MARILYN VADON | ||||||||
| 1201 WESTERN AVENUE 406 | Seattle | WA | 98101 | SECRETARY/TREASURER | 0.5 | $0 | $0 | $0 |
| 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 | $11,362,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,441,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,804,737 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,804,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,537,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $311,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $311,164 | TotalTaxAmt |
| Distributable Before Adj | $565,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $565,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $565,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,281,538 | 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 | $1,281,538 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $311,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $970,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $12,710 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $551,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $579,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,281,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $565,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $715,819 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,295,102 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,295,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,710 | ExcessFromYear4Amt |
| Excess From Year2 | $15,240 | ExcessFromYear2Amt |
| Excess From Year1 | $551,333 | ExcessFromYear1Amt |
| Excess From Current Year | $715,819 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK VADON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BERTSCHI SCHOOL | ||||||
| 2227 TENTH AVENUE EAST | SEATTLE | WA | 98102 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $50,051 | |
| BERTSCHI SCHOOL | ||||||
| 2227 TENTH AVENUE EAST | SEATTLE | WA | 98102 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $200 | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 | |
| FRED HUTCHINSON | ||||||
| 4315 W SEMPLE ST | SEATTLE | WA | 98199 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $273,100 | |
| YMCA OF GREATER SEATTLE | ||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $500 | |
| MARK VADON DAF | ||||||
| THE VADON FAMILY FUND | SEATTLE | WA | 98101 | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $950,000 | 1201 WESTERN AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,278,851 | 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 | $42,062 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,337 | 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 | $30,791,669 | 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 | $31,129,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,129,068 | 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 |
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 | MARK VADON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WESTERN AVENUE 406 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,558,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,400,000 SHARES QVCA | NoncashPropertyDesc |
| Fair Market Value | $33,558,000 | FairMarketValueAmt |
| Received | 2017-10-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ST CORP BD-PORTFOLIO | $19,327,394 | $19,299,663 |
| ISHARES TR SHARES | $11,410 | $10,651 |
| VANGUARD BD INDEX FD INC | $2,114,990 | $2,116,252 |
| VANGURD INTER-TERM CORP BD ETF | $4,249,882 | $4,259,476 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HLDG LTD | $118,725 | $241,402 |
| ALPHABET A | $19,855 | $126,408 |
| ALPHABET C | $65,318 | $120,336 |
| APPLE INC SHARES | $118,702 | $275,676 |
| BERKSHIRE HATHAWAY SHARES | $191,780 | $264,227 |
| SPDR S&P 500 ETF | $1,299,449 | $1,481,340 |
| S&P 500 PORTFOLIO | $3,275,879 | $3,334,281 |
| VANGUARD S&P 500 ETF | $2,638,193 | $2,887,554 |
| VANGUARD SPECIALIZED DIV | $249,869 | $286,908 |
| VANGUARD SMALL-CAP | $599,259 | $642,782 |
| ISHARES MSCI EAFE INDEX FD | $479,916 | $549,895 |
| VANGUARD FTSE DEVELOPED MARKET | $2,398,360 | $2,563,390 |
| PARAMETRIC MSCI EAFE | $1,995,755 | $2,024,605 |
| VANGUARD INTL EQUITY INDEX | $1,455,233 | $1,563,419 |