GROUSEMONT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GROUSEMONT FOUNDATION (EIN 91-1276047)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349103237
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:11:32-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-11-14 | 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 | 2018-11-15 | IPDt |
| IP Tm | 13:24:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2DE068ACBFA10A31F139242116409E8904B6E6F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2DE068ACBFA10A31F139242116409E8904B6E6F4 | 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) |
|---|---|---|
| Special Condition | 965 Tax | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,839,114 | 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 | $7,670,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,998 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,998 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $456,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $504,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $897,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,741,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,449,923 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $349,285 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $225,348 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,376,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,182,769 | 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 |
| Legal Fees Rev And Expnss | $1,349 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,349 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,318 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,013 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,328 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,685 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,371 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,099 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,099 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,624 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,376 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,486,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,486,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,825,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,631,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,550,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,040,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $483,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $685,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $685,635 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $741,443 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,182,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,169,280 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,305,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,335,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,815,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $567,070 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $851,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $832,779 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,330,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,971,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,335,520 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,428,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,026,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,839,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,428,785 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,026,537 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,428,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,026,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,428,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,026,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,428,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,550,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,959 | OtherIncreasesAmt |
| Subtotal | $30,026,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,026,537 | 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 | $388,065 | $395,878 | -$7,813 | -$7,813 | |
| PASS THROUGH CAPITAL GAIN | $104,709 | $104,709 | |||
| 61,851 SHARES PACCAR INC. | $4,351,105 | $4,351,105 | $4,351,105 | ||
| CAPITAL GAINS DIVIDENDS | $1,922 | $1,922 | $1,922 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,449,923 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,052,139 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,953,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $872,242 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,473,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049917 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $571,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,747,518 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,291 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,579,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $387,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,378,280 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060753 | DistributionYr5Rt |
| Total Distribution | 0.249904 | TotalDistributionRt |
| Average Distribution | 0.049981 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,659,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,382,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,432,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,631,834 | 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 | $50,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,963 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,963 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,562 | OverpaymentAmt |
| Applied To ES Tax | $18,562 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SALLY S WRIGHT | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATE JANEWAY | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR/TREASURER | 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 | 1.00 | $0 | $0 | $0 |
| LEE ROLFE | ||||||||
| 511 BOREN AVENUE NORTH SUITE 300 | SEATTLE | WA | 98109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIN WRIGHT | ||||||||
| 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 | $57,861 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DRIVE | FAIRFIELD | CT | 06824 | ADMINISTRATIVE SERVICES | $53,209 |
| 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 | $20,203,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $541,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,335,521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,080,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,080,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $421,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,659,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,382,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,382,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,401 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,012 | IncomeTaxAmt |
| Total Tax | $62,413 | TotalTaxAmt |
| Distributable Before Adj | $1,320,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,320,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,320,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,631,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,631,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,581,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,320,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,374 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,204 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $11,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $165,358 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,631,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,320,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $311,263 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $520,448 | 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 | $14,374 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $506,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,204 | ExcessFromYear4Amt |
| Excess From Year2 | $11,249 | ExcessFromYear2Amt |
| Excess From Year1 | $165,358 | ExcessFromYear1Amt |
| Excess From Current Year | $311,263 | 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 | $7,500 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| 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 | $100 |
| BIKE WORKS SEATTLE | |||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | N/A | PC | GENERAL & UNRESTRICTED | $32,500 |
| BOYS AND GIRLS CLUBS OF KING COUNTY | |||||||
| 603 STEWART ST STE 300 | SEATTLE | WA | 98101 | N/A | PC | SOCCER PROGRAM AT SMILOW RAINIER VISTA | $12,000 |
| CHILDRENS DISCOVERY FOUNDATION | |||||||
| 30 PEA PATCH LN | EASTSOUND | WA | 98245 | N/A | PC | OUT OF SCHOOL TIME LEARNING & COLLEGE READINESS PROJECT | $25,000 |
| CITY YEAR SEATTLEKING COUNTY | |||||||
| 2203 23RD AVE S STE 101 | SEATTLE | WA | 98144 | N/A | PC | OUTSIDE-OF-SCHOOL TIME SUPPORT PROJECT | $20,000 |
| CITYSPROUTS INC | |||||||
| 678 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| COACHELLA VALLEY VOLUNTEERS IN MEDICINE | |||||||
| 82915 AVE 48 | INDIO | CA | 92201 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| COLLEGE SUCCESS FOUNDATION | |||||||
| 15500 SE 30TH PL STE 200 | BELLEVUE | WA | 98007 | N/A | PC | GENERAL OPERATING SUPPORT PROJECT | $20,000 |
| COMMUNITIES IN SCHOOLS OF SEATTLE | |||||||
| PO BOX 24872 | SEATTLE | WA | 98124 | N/A | PC | SITE COORDINATION PROJECT | $25,000 |
| COYOTE CENTRAL | |||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | N/A | PC | COYOTEWORKS PROGRAM | $1,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | N/A | PC | THUNDERBIRD COUNTRY CLUB EMPLOYEES SCHOLARSHIP | $1,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | DISASTER RELIEF FUND IN PUERTO RICO | $10,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| E3 WASHINGTON | |||||||
| 210 S HUDSON ST STE 316 | SEATTLE | WA | 98134 | N/A | PC | SYSTEMS CHANGE FOR ENVIRONMENTAL AND SUSTAINABILITY EDUCATION IN WA STATE PROJECT | $25,000 |
| EARTHCORPS | |||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | N/A | PC | STORMWATER POLLUTION SOLUTIONS IN MY NEIGHBORHOOD PROJECT | $20,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | CHARITABLE EVENT | $10,000 |
| FORTERRA NW | |||||||
| 901 5TH AVE | SEATTLE | WA | 98164 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FORTERRA NW | |||||||
| 901 5TH AVE | SEATTLE | WA | 98164 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRIENDS OF THE CULTURAL CENTER INC | |||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | N/A | PC | MCCALLUM THEATRE FUND | $1,000 |
| FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER | |||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| 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 |
| HORN OF AFRICA SERVICES | |||||||
| 5303 RAINIER AVE S STE D | SEATTLE | WA | 98118 | N/A | PC | YOUTH PROGRAM | $12,000 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| ISLANDWOOD | |||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | WATERSHED ENVIRONMENTAL EDUCATION PROJECT | $25,000 |
| JUNTOS Y UNIDOS POR PUERTO RICO INC | |||||||
| PO BOX 9146 | SAN JUAN | PR | 00908 | N/A | PC | DISASTER RELIEF FOR PUERTO RICO FUND | $10,000 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| MADEIRA SCHOOL INC | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | PC | STEAM BUILDING PROJECT | $250,000 |
| MADEIRA SCHOOL INC | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | PC | GENERAL & UNRESTRICTED | $248,506 |
| MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON | |||||||
| 811 1ST AVE STE 520 | SEATTLE | WA | 98104 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| PO BOX 10 | TIGARD | OR | 97224 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| NATIONAL COUNCIL OF THE UNITED STATES SOCIETY OF ST VINCENT DE PAUL - | |||||||
| 5950 4TH AVE S | SEATTLE | WA | 98108 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| NATURE CONSERVANCY - WASHINGTON | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | N/A | PC | TO RAISE AND UNIFY THE VOICES OF COMMUNITY GROUPS IN THE EFFORT TO ENSURE THE HEALTH OF PUGET SOUND AND IT'S TRIBUTARIES. OTHER | $10,000 |
| NATURE CONSERVANCY - WASHINGTON | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | N/A | PC | FROM INNOVATION TO LEGACY: BUILDING SUSTAINABILITY IN PUGET SOUND PROJECT | $100,000 |
| NATUREBRIDGE - SEATTLE | |||||||
| 1402 3RD AVE STE 817 | SEATTLE | WA | 98101 | N/A | PC | NATUREBRIDGE WATERSHED AND ENVIRONMENTAL SCIENCE PROGRAM | $25,000 |
| NEIGHBORCARE HEALTH | |||||||
| 1200 12TH AVE S STE 901 | SEATTLE | WA | 98144 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| PACIFIC NORTHWEST BALLET ASSOCIATION | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | NEW WORKS INITIATIVE (NUTCRACKER) CAMPAIGN | $2,000 |
| PALM SPRINGS PATHFINDERS | |||||||
| PO BOX 5005 | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PEACE FOR THE STREETS BY KIDS FROM THE STREETS | |||||||
| 1609 19TH AVE STE 100 | SEATTLE | WA | 98122 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PEACE FOR THE STREETS BY KIDS FROM THE STREETS | |||||||
| 1609 19TH AVE STE 100 | SEATTLE | WA | 98122 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PEACE FOR THE STREETS BY KIDS FROM THE STREETS | |||||||
| 1609 19TH AVE STE 100 | SEATTLE | WA | 98122 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PIKE PLACE MARKET FOUNDATION | |||||||
| 93 PIKE ST STE 310 | SEATTLE | WA | 98101 | N/A | PC | PIKE PLACE MARKETFRONT EXPANSION PROJECT | $35,000 |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | GENERAL & UNRESTRICTED | $4,500 |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | N/A | PC | GENERAL OPERATING SUPPORT PROJECT | $20,000 |
| RANCHO MIRAGE PUBLIC LIBRARY FOUNDATION | |||||||
| 71100 HWY 111 | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| RWANDA GIRLS INITIATIVE | |||||||
| 1653 RAMBLING LN | MEDINA | WA | 98039 | N/A | PC | SCHOLARSHIPS FOR TWO RGI STUDENTS OVER THREE YEARS (ADDITIONAL FUNDING TO SUPPORT GENERAL OPERATIONS) AS PART OF THE SCHOLARSHIP PROGRAM OTHER | $10,000 |
| SALISH SEA EXPEDITIONS | |||||||
| 1257 PATMOS LN NW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | SOURCE & SOUND, SCIENCE UNDER SAIL ON PUGET SOUND PROJECT | $20,000 |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | RENOVATION AND ENHANCEMENT OF THE SAM ASIAN ART MUSEUM PROJECT | $200,000 |
| 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 | GENERAL & UNRESTRICTED | $5,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | |||||||
| MAIL STOP S-200 PO BOX 5371 | SEATTLE | WA | 98145 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| SEATTLE EDUCATION ACCESS | |||||||
| 6920 ROOSEVELT WAY NE STE 355 | SEATTLE | WA | 98115 | N/A | PC | COLLEGE PREP PROGRAM PROJECT | $20,000 |
| SEATTLE OPERA | |||||||
| 1020 JOHN ST | SEATTLE | WA | 98109 | N/A | PC | SEATTLE OPERA AT THE CENTER PROJECT | $25,000 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| 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 | GENERAL & UNRESTRICTED | $10,000 |
| SECOND HARVEST OF PUERTO RICO INC | |||||||
| PO BOX 2989 | BAYAMON | PR | 00960 | N/A | PC | DISASTER RELIEF FOR PUERTO RICO FUND | $10,000 |
| SOUND MENTAL HEALTH | |||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | N/A | PC | MIDDLE SCHOOL SUPPORT PROJECT | $30,000 |
| ST MARGARETS EPISCOPAL CHURCH PALM DESERT | |||||||
| 47535 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 BULIDING FOR MINISTRY CAMPAIGN | $1,500 |
| SWEDISH MEDICAL CENTER FOUNDATION | |||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | TRUE FAMILY WOMEN'S CANCER CENTER FUND | $1,500 |
| THE WASHINGTON BUS EDUCATION FUND | |||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | N/A | PC | BUS FELLOWSHIP PROGRAM | $25,000 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | JAGUAR EDUCATION FUND | $1,000 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| THE MOUNTAINS TO SOUND GREENWAY TR | |||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| THE NATURE CONNECTION INC | |||||||
| PO BOX 155 | CONCORD | MA | 01742 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | SUMMER LEARNING PROGRAM PROJECT | $20,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | N/A | GOV | CORNEAL RESEARCH FUND (CORNEA) | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | N/A | GOV | EYE INSTITUTE GIFS FUND (EYEINS) | $1,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 24967 | SEATTLE | WA | 98124 | N/A | GOV | FOSTER SCHOOL OF BUSINES (DESERT DAWGS) UNDERGRADUATE SCHOLARSHIP (UNDSCH, 82-1526) FUND | $500 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | EEU AUCTION FUND (FUND #64-0175) | $500 |
| VIRGINIA MASON MEDICAL CENTER | |||||||
| 1100 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | THORACIC SURGERY QUALITY INITIATIVE | $2,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 1875 CONNECTICUT AVE NW 11TH FL | WASHINGTON | DC | 20009 | N/A | PC | PUERTO RICO FUND | $10,000 |
| YEAR UP INC - SEATTLE CHAPTER | |||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | N/A | PC | GENERAL OPERATING SUPPORT PROJECT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,486,356 | 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 | $2,998 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $456,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,123 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $895,346 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PASS THRU INVESTMENT INC | 525990 | $74,487 | 14 | $273,495 | |
| PASS THRU TAX-EXEMPT INT | $1,023 | ||||
| LITIGATION INCOME | 01 | $280 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $76,610 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,628,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,023 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,705,862 | 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 | $7,670,700 | 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 | $7,670,700 | FairMarketValueAmt |
| Received | 2017-09-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,318 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,318 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 2.900% - 11/30/2021 (002824BD1) | $32,090 | $32,371 |
| AFLAC INC SR NT - 2.400% - 03/16/2020 (001055AN2) | $40,009 | $40,017 |
| AMER INTERNATIONAL GROUP INC - 5.850% - 01/16/2018 (02687QDG0) | $45,062 | $40,054 |
| AT&T INC NOTE - 2.850% - 02/14/2023 (00206REK4) | $50,396 | $50,199 |
| BANK AMER CORP FR - 3.300% - 01/11/2023 (06051GEU9) | $51,971 | $51,159 |
| BANK NEW YORK MELLONCORP MTN BOND - 2.661% - 05/16/2023 (06406RAC1) | $50,665 | $49,915 |
| BERKSHIRE HATHAWAY NOTE - 2.200% - 03/15/2021 (084670BQ0) | $28,107 | $27,841 |
| CATHOLIC HEALTH INITIATIVES - 2.950% - 11/01/2022 (14916RAC8) | $63,493 | $64,437 |
| CITIGROUP INC - 2.350% - 08/02/2021 (172967KV2) | $38,000 | $37,520 |
| GENERAL MTRS FINL CO INC - 3.150% - 01/15/2020 (37045XAR7) | $51,235 | $50,492 |
| HCP INC NOTE - 2.625% - 02/01/2020 (40414LAH2) | $39,613 | $40,144 |
| KINDER MORGAN ENER PT BD - 2.650% - 02/01/2019 (494550BR6) | $32,650 | $32,012 |
| KINDER MORGAN INC - 3.020% - 12/01/2019 (49456BAE1) | $18,251 | $18,158 |
| MONSANTO CO - 1.850% - 11/15/2018 (61166WAM3) | $10,036 | $9,986 |
| MONSANTO CO NOTES - 5.125% - 04/15/2018 (61166WAF8) | $28,661 | $25,216 |
| NATIONAL CITY BK INDIANAPOLIS - 4.250% - 07/01/2018 (63536SAA7) | $54,328 | $50,564 |
| ROPER INDS INC - 2.050% - 10/01/2018 (776696AF3) | $40,165 | $39,996 |
| US BANCORP - 2.950% - 07/15/2022 (91159JAA4) | $51,340 | $50,674 |
| VERIZON COMMUNICATIONS - 4.600% - 04/01/2021 (92343VAX2) | $33,510 | $31,916 |
| WELLS FARGO - 3.000% - 01/22/2021 (94974BFR6) | $51,339 | $50,653 |
| WESTPAC BANKING CORP - 2.100% - 05/13/2021 (961214CV3) | $40,421 | $39,455 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ PRTFL MUTUAL FUND (DFCEX) | $90,050 | $92,587 |
| DFA GLOBAL ALLOCATION 60/40 I (DGSIX) | $725,200 | $755,784 |
| DFA INTERNATIONAL CORE EQUITY FUND (DFIEX) | $100,050 | $103,347 |
| DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) | $100,025 | $99,694 |
| DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) | $100,025 | $100,385 |
| PACCAR INC (PCAR) | $17,820,281 | $20,272,656 |
| PIMCO INCOME FUND (PIMIX) | $800,120 | $799,037 |
| VANGUARD SHORT-TERM BOND INDEX FD ADMIRAL SHS (VBIRX) | $600,075 | $592,410 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,020,791 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,005,984 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $161,932 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $163,296 | 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 | $3,178,994 | $3,111,406 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) | AT COST | $848,850 | $1,008,045 |
| CP ENDOWMENT FUND, LP (CPENDOW) | AT COST | $2,580,194 | $2,879,721 |
| CP MULTI-ASSET FUND LP (CPMULTIFND) | AT COST | $362,973 | $336,348 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,349 | LegalFeesAmt |
| Net Investment Income | $1,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $2,588 | $0 | $2,545 |
| BANK CHARGES | $350 | $350 | $0 |
| ADMINISTRATIVE FEES | $53,209 | $0 | $53,252 |
| WEBSITE DESIGN/MAINTENANCE | $240 | $0 | $240 |
| INSURANCE | $2,729 | $0 | $2,729 |
| DUES & MEMBERSHIPS | $10,610 | $0 | $10,610 |
| PASS THROUGH EXPENSES | $101,851 | $95,274 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS THRU INVESTMENT INC | $347,982 | $225,348 | $347,982 |
| PASS THRU TAX-EXEMPT INT | $1,023 | $1,023 | |
| LITIGATION INCOME | $280 | $280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX ADJUSTMENT | Desc |
| Amt | $46,959 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $28,328 | $28,328 | $0 |
| PHILANTHROPIC CONSULTING | $57,860 | $0 | $57,860 |
| ADMINISTRATION FEE | $7,825 | $0 | $7,825 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $17,371 | $17,371 | $0 |
| EXCISE TAXES | $33,500 | $0 | $0 |
| INCOME TAX | $11,186 | $0 | $0 |