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BULLITT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BULLITT FOUNDATION (EIN 91-6027795)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201833179349101498
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-13T15:15:07-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274238573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KING & OLIASON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 W MERCER ST SUITE E300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916027795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BULLITT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt
Phone2063430807PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 EAST MADISON STREET NO 600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981224013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENIS HAYESPersonNm
Person TitleCFOPersonTitleTxt
Phone2063430807PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORMA J OLIASONPreparerPersonNm
PTINP00285509PTIN
Phone2062857242PhoneNum
Preparation2018-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.69.217.97IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm15:14:08IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id79BE77FCF81A46876FDDDBA546FEF33CFF6DF8E9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$93,212,841FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$371,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$919,846InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$919,154InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,119,464DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,119,464DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$240GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$240GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$240NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2,061,911NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,465,459GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,972,232CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,944,568OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$277,557OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,528,093TotalRevAndExpnssAmt
Total Net Invst Incm$3,733,533TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$504,934CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$353,009CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$151,925CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$493,554OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$14,230OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$479,324OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$214,744PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$78,981PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$135,763PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$914LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$336LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$578LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$59,260AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,265AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$37,465AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$377,411OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$299,694OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$76,645OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$308,101InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$177,159TaxesRevAndExpnssAmt
Taxes Net Invst Incm$70,707TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$48,538TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$39,787DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$14,633DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$92,331OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$33,959OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$58,372OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$64,322TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$23,657TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$40,664TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$375PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$138PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$237PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$161,056OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$54,483OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$93,653OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,493,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$957,092TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,123,164TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,085,248ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,020,252ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,579,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$957,092TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,143,416TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,051,103ExcessRevenueOverExpensesAmt
Net Investment Income$2,776,441NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$723,108SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,493,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,493,094SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,323PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,393PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,393PrepaidExpensesEOYFMVAmt
Other Investments BOY$74,284,522OtherInvestmentsBOYAmt
Other Investments EOY$77,847,438OtherInvestmentsEOYAmt
Other Investments EOYFMV$77,847,438OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$285,727LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$189,595LandBldgEquipAccumDeprecAmt
Land BOY$138,192LandBOYAmt
Land EOY$96,132LandEOYAmt
Land EOYFMV$96,132LandEOYFMVAmt
Other Assets BOY$16,615,016OtherAssetsBOYAmt
Other Assets EOY$13,772,784OtherAssetsEOYAmt
Other Assets EOYFMV$13,772,784OtherAssetsEOYFMVAmt
Total Assets BOY$91,762,161TotalAssetsBOYAmt
Total Assets EOY$93,212,841TotalAssetsEOYAmt
Total Assets EOYFMV$93,212,841TotalAssetsEOYFMVAmt
Accounts Payable BOY$30,975AccountsPayableBOYAmt
Accounts Payable EOY$73,294AccountsPayableEOYAmt
Grants Payable BOY$85,000GrantsPayableBOYAmt
Grants Payable EOY$1,150,000GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$10,700,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$10,700,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$36,771OtherLiabilitiesBOYAmt
Other Liabilities EOY$69,109OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,852,746TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,992,403TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$80,909,415UnrestrictedBOYAmt
Unrestricted EOY$81,220,438UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$80,909,415TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,220,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,762,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$93,212,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,909,415TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,051,103ExcessRevenueOverExpensesAmt
Other Increases$6,362,126OtherIncreasesAmt
Subtotal$81,220,438SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$81,220,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP2017-12-31$114,878$114,878$114,878
UBTI FROM METROPOLITAN REAL ESTATE PARTNERSP2017-12-31$12,298$12,298$12,298
UBTI FROM WEATHERLOW IP2017-12-31$66,665$66,665$66,665
UBTI FROM SCS CAPITAL PARTNERS, LLCP2017-12-31$10,545$10,545$10,545
CAPITAL GAIN REPORTED ON 990-TP2017-12-31-$89,679-$89,679$89,679
DISPOSAL OF CAPITAL ASSETSP2017-12-31-$1,262-$1,262$1,262
SEALTH PUBLICALLY TRADED SECURITIES2017-12-31$6,683,806$356,982$356,982$6,326,824
BOSTON COMMON PUBLICALLY TRADED SECURITIES2017-12-31$1,756,854$532,302$532,302$1,224,552
BLAIR PLEDGED PUBLICALLY TRADED SECURITIES2017-12-31$3,054,108-$15,865-$15,865$3,069,973
DISPOSITION OF WEATHERLOW INVESTMENTP2017-12-31$88$88$88
DISPOSITION OF SCS INVESTMENTP2017-12-31-$3-$3$3
DISPOSITION OF PROGRAM RELATED INVESTMENTP2017-12-31-$780,934-$780,934$780,934
PASS THRU FROM WEATHERLOW IP2017-12-31$347,229$347,229$347,229
PASS THRU FROM EQUILIBRIUM PARTNERS IP2017-12-31$0$0
PASS THRU FROM GENERATION IM GLOBAL EQUITY FUND, LLCP2017-12-31$1,048,129$1,048,129$1,048,129
PASS THRU FROM METROPOLITAN REAL ESTATE PARTNERSP2017-12-31$39,340$39,340$39,340
PASS THRU FROM LEGACY IVP2017-12-31$73,110$73,110$73,110
PASS THRU FROM SUSTAINABILITY INVESTMENT FUNDP2017-12-31$281$281$281
PASS THRU FROM LEGACY VENTURE IIP2017-12-31$71,977$71,977$71,977
PASS THRU SCS CAPITAL PARTNERS, LLCP2017-12-31$105,287$105,287$105,287
PASS THRU FROM ACL ALTERNATIVE FUNDP2017-12-31$80,610$80,610$80,610
LITIGATION PROCEEDSP2017-12-31$83$83$83
UBTI FROM LEGACY IVP2017-12-31$171$171$171
FieldValueIRS element (for citing)
Capital Gain Net Income$1,972,232CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,080,498AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$75,052,872NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.094340DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,336,899AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$81,165,934NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090394DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,450,316AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$86,303,838NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109501DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,422,440AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$84,913,835NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.122741DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,895,240AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$83,837,427NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082245DistributionYr5Rt
Total Distribution0.499221TotalDistributionRt
Average Distribution0.099844AverageDistributionRt
Net Vl Noncharitable Assets$76,031,892NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,591,328AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$27,764NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,619,092AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,693,416QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$55,529InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$55,529SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$55,529TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,869EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$68,869TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$13,340OverpaymentAmt
Applied To ES Tax$13,340AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BULLITT.ORGWebsiteAddressTxt
Individual With BooksSALLEY ANDERSONIndividualWithBooksNm
Phone2063430807PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11501 EAST MADISON STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENIS HAYES
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122PRESIDENT & CEO70.00$338,107$56,524$0
DOUGLASS A RAFF
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE6.00$0$0$0
SALLEY ANDERSON
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122CFO & TREASURER50.00$166,827$33,865$0
RODNEY BROWN
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122CHAIR2.00$0$0$0
MAUD DAUDON
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122COMMITTEE CHAIR2.00$0$0$0
HARRIET BULLITT
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0
MARTHA KONGSGAARD
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0
ERIM GOMEZ
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0
WILLIAM RUCKELSHAUS
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0
MICHAEL ALLEN
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122SECRETARY1.00$0$0$0
HOWARD FRUMKIN
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122VICE CHAIR1.00$0$0$0
FRANK GREER
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0
MARK EDLEN
C/O THE BULLITT FOUNDATION 1501 EMADISON STREET 600SEATTLEWA98122TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
STEVEN WHITNEY
1501 E MADISON 600SEATTLEWA98122PROGRAM OFFICER50.00$171,432$36,260$0
RASHAD MORRIS
1501 E MADISON 600SEATTLEWA98122PROGRAM OFFICER45.00$125,508$31,416$0
NEELIMA SHAH
1501 E MADISON 600SEATTLEWA98122PROGRAM OFFICER45.00$125,465$29,129$0
MARY MCNAIR
1501 E MADISON 600SEATTLEWA98122GRANTS ADMINISTRATOR40.00$71,148$21,045$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
LAIRD NORTON
801 2ND AVE STE 1700SEATTLEWA98104INVESTMENT MANAGEMENT$62,691
GROUNDWORK STRATEGIES
6120 PHINNEY AVENUE NORTHSEATTLEWA98103PR CONSULTANT$60,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$55,339,553AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,300,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,550,062FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,189,738TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$77,189,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,157,846CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,031,892NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,801,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,801,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$55,529TaxBasedOnInvestmentIncomeAmt
Income Tax$23,966IncomeTaxAmt
Total Tax$79,495TotalTaxAmt
Distributable Before Adj$3,722,100DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,430,875RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,152,975DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,152,975DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,143,416ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$550,000CharitableAssetsAcquisPaidAmt
Qualifying Distributions$6,693,416QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,693,416AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,152,975DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,639,466ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,807,197ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,641,732ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,792,562ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,700,845ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,581,802TotalExcessDistributionCyovAmt
Qualifying Distributions$6,693,416QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,152,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$540,441RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,122,243TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,639,466ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,482,777ExcessDistriCyovToNextYrAmt
Excess From Year4$5,807,197ExcessFromYear4Amt
Excess From Year3$3,641,732ExcessFromYear3Amt
Excess From Year2$2,792,562ExcessFromYear2Amt
Excess From Year1$2,700,845ExcessFromYear1Amt
Excess From Current Year$540,441ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE BULLITT FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11501 EAST MADISON STREET 600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2063430807RecipientPhoneNum
Form And Info And MaterialsSEE THE WEBSITE BULLITT.ORG/GRANTMAKING FOR THE GRANTMAKING PROCESSFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES ARE MAY 1 AND NOVEMBER 1.SubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHICAL RESTRICTIONS - LIMITED TO THE PACIFIC NORTHWEST CHARITABLE FIELD RESTRICTIONS - LIMITED TO ENVIRONMENTAL GENERAL RESTRICTIONS - AWARDS WILL GENERALLY ONLY BE MADE TO 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
350 SEATTLE
1919 E PROSPECT STSEATTLEWA98112N/APCGENERAL SUPPORT$30,000
350PDX
1820 NE 21ST AVEPORTLANDOR97214N/APCPROJECT SUPPORT$25,000
ADVOCATES FOR THE WEST
PO BOX 1612BOISEID83701N/APCGENERAL SUPPORT$15,000
ALASKA CENTER FOR THE ENVIRONMENT
921 WEST 6TH AVENUE SUITE 200ANCHORAGEAK99501N/APCGENERAL SUPPORT$25,000
ASIAN COUNSELING AND REFERRAL SERVICE
3639 MARTIN LUTHER KING JR WAY SSEATTLEWA98144N/APCPROJECT SUPPORT$50,000
ASIAN PACIFIC AMERICAN NETWORK OF OREGON
2788 SE 82ND AVE SUITE 203PORTLANDOR97266N/APCPROJECT SUPPORT$50,000
AUDUBON SOCIETY OF PORTLAND
5151 NW CORNELL ROADPORTLANDOR97210N/APCPROJECT SUPPORT$45,000
BLUEGREEN ALLIANCE FOUNDATION
BROADWAY PLACE WEST 1300 GODWARDMINNEAPOLISMN55413N/APCPROJECT SUPPORT$80,000STREET NE 2625
CAPITOL HILL HOUSING FOUNDATION
1620 12TH AVE SUITE 205SEATTLEWA90122N/APCPROJECT SUPPORT$65,000
CARPE DIEM WEST
209 CALEDONIA STREET SECOND FLOORSAUSALITOCA94965N/APCPROJECT SUPPORT$45,500
CITY OF PORTLAND BUREAU OF PLANNING AND SUSTAINABILITY
1900 SW 4TH AVENUE SUITE 7100PORTLANDOR97201N/AGOVERNMENT AGENCYPROJECT SUPPORT$22,000
CLEAN PRODUCTION ACTION
1310 BROADWAY SUITE 101SOMERVILLEMA02144N/APCPROJECT SUPPORT$40,000
CLIMATE SOLUTIONS
1402 3RD AVENUE SUITE 1305SEATTLEWA98101N/APCPROJECT SUPPORT$105,000
COALITION OF COMMUNITIES OF COLOR (CCC)
221 NW SECOND AVENUE STE 303PORTLANDOR97209N/APCPROJECT SUPPORT$100,000
COLUMBIA LAND TRUST
850 OFFICERS ROWVANCOUVERWA98661N/APCPROJECT SUPPORT$45,000
CONGRESS FOR A NEW URBANISM
1720 N STREET NWWASHINGTONDC20036N/APCPROJECT SUPPORT$25,000
CONSERVATION VOTERS FOR IDAHO EDUCATION FUND
PO BOX 2802BOISEID83701N/APCGENERAL SUPPORT$50,000
COOK INLETKEEPER
3734 BEN WALTERS LANEHOMERAK99603N/APCGENERAL SUPPORT$35,000
CRAG LAW CENTER
917 SW OAK STREET SUITE 417PORTLANDOR97205N/APCPROJECT SUPPORT$15,000
EARTH ECONOMICS
107 N TACOMA AVENUETACOMAWA98403N/APCGENERAL SUPPORT$40,000
EARTH MINISTRY
6512 23RD AVE NW SUITE 317SEATTLEWA98117N/APCPROJECT SUPPORT$30,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111N/APCPROJECT SUPPORT$70,000
ECOADAPT
PO BOX 11195BAINBRIDGE ISLANDWA98110N/APCPROJECT SUPPORT$40,000
ECODISTRICTS
1223 SW WASHINGTON STREET SUITE 200PORTLANDOR97205N/APCPROJECT SUPPORT$40,000
ECOTRUST
721 NW NINTH AVENUE 200PORTLANDOR97209N/APCPROJECT SUPPORT$23,000
ENVIRONMENT WASHINGTON RESEARCH AND POLICY CENTER
1402 3RD AVE SUITE 618SEATTLEWA98101N/APCPROJECT SUPPORT$35,000
FOREST PARK CONSERVANCY
210 NW 17TH AVE SUITE 201PORTLANDOR97209N/APCPROJECT SUPPORT$25,000
FOREST STEWARDSHIP COUNCIL - US
708 FIRST STREET NORTH SUITE 235MINNEAPOLISMN55401N/APCPROJECT SUPPORT$25,000
FORTERRA
901 FIFTH AVE SUITE 2200SEATTLEWA98164N/APCPROJECT SUPPORT$75,000
FRIENDS OF THE COLUMBIA GORGE
333 SW 5TH AVE SUITE 300PORTLANDOR97204N/APCPROJECT SUPPORT$30,000
FRIENDS OF WATERFRONT SEATTLE
PO BOX 21272SEATTLEWA98111N/APCPROJECT SUPPORT$30,000
FUSE INNOVATION FUND
1402 THIRD AVENUE SUITE 310SEATTLEWA98101N/APCPROJECT SUPPORT$40,000
GLOBAL PHILANTHROPY PARTNERSHIP
1916 N MOHAWK ST 7CHICAGOIL60614N/APCPROJECT SUPPORT$150,000
GOT GREEN
3518 S EDMUNDS STSEATTLEWA98118N/APCPROJECT SUPPORT$50,000
GREAT LAND TRUST
PO BOX 101272ANCHORAGEAK99510N/APCGENERAL SUPPORT$35,000
GROW
PO BOX 19748SEATTLEWA98109N/APCPROJECT SUPPORT$50,000
HEALTHCARE WITHOUT HARM
12355 SUNRISE VALLEY DR SUITE 680RESTONVA20191N/APCPROJECT SUPPORT$45,000
HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY
1402 THIRD AVENUE SUITE 1230SEATTLEWA98101N/APCPROJECT SUPPORT$30,000
IDAHO CONSERVATION LEAGUE
PO BOX 844BOISEID83701N/APCGENERAL SUPPORT$42,500
INTERNATIONAL LIVING FUTURE INSTITUTE
2420 NE SANDY BLVD SUITE 201PORTLANDOR97232N/APCGENERAL SUPPORT$100,000
INVESTIGATEWEST
PO BOX 9574SEATTLEWA98109N/APCPROJECT SUPPORT$40,000
KACHEMAK HERITAGE LAND TRUST
315 KLONDIKE AVENUEHOMERAK99603N/APCGENERAL SUPPORT$20,000
KING COUNTY DEPARTMENT OF NATURAL RESOURCES AND PARKS
201 S JACKSON ST STE 700SEATTLEWA98104N/AGOVERNMENT AGENCYPROJECT SUPPORT$25,000
KUOW PUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE SUITE 310SEATTLEWA98105N/APCPROJECT SUPPORT$50,000
LATINO COMMUNITY FUND OF WASHINGTON STATE
220 SECOND AVE S 103SEATTLEWA98104N/APCPROJECT SUPPORT$145,000
MONTANA CONSERVATION VOTERS EDUCATION FUND
PO BOX 853BILLINGSMT59103N/APCGENERAL SUPPORT$25,000
MOUNTAINS TO SOUND GREENWAY TRUST
2701 FIRST AVE SUITE 240SEATTLEWA98121N/APCPROJECT SUPPORT$40,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014N/APCPROJECT SUPPORT$25,000
NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
1100 17TH STREET NW SUITE 600WASHINGTONDC20036N/APCPROJECT SUPPORT$30,000
NORTHWEST CENTER FOR ALTERNATIVES TO PESTICIDES
PO BOX 1393EUGENEOR97440N/APCPROJECT SUPPORT$35,000
NORTHWEST ENVIRONMENTAL DEFENSE CENTER
10015 SW TERWILLIGER BOULEVARDPORTLANDOR97219N/APCPROJECT SUPPORT$35,000
NORTHWEST NATURAL RESOURCE GROUP
2701 1ST AVE SUITE 240SEATTLEWA98121N/APCPROJECT SUPPORT$35,000
NW ENERGY COALITION
811 FIRST AVE 305SEATTLEWA98104N/APCPROJECT SUPPORT$110,000
OLYMPIA COALITION FOR ECOSYSTEMS PROTECTION
1007 ROGERS ST NWOLYMPIAWA98502N/APCPROJECT SUPPORT$4,500
ONEAMERICA
1225 S WELLER STREET SUITE 430SEATTLEWA98104N/APCPROJECT SUPPORT$60,000
OPAL ENVIRONMENTAL JUSTICE OREGON
3202 SE 82ND AVENUE SUITE BPORTLANDOR97266N/APCPROJECT SUPPORT$55,000
OREGON ENVIRONMENTAL COUNCIL
222 NW DAVIS STREET SUITE 309PORTLANDOR97209N/APCPROJECT SUPPORT$95,000
OREGON LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
133 SW 2ND AVENUE SUITE 200PORTLANDOR97204N/APCGENERAL SUPPORT$40,000
OREGON PHYSICIANS FOR SOCIAL RESPONSIBILITY
1020 SW TAYLOR ST SUITE 275PORTLANDOR97205N/APCPROJECT SUPPORT$40,000
OUR CLIMATE EDUCATION FUND
333 SE 2ND AVEPORTLANDOR97214N/APCPROJECT SUPPORT$30,000
PACIFIC RIVERS COUNCIL
317 SW ALDER STREET SUITE 900PORTLANDOR97204N/APCPROJECT SUPPORT$15,000
PINCHOT INSTITUTE FOR CONSERVATION
1400 16TH ST NW STE 350WASHINGTONDC20036N/APCPROJECT SUPPORT$45,000
PORTLAND STATE UNIVERSITY FOUNDATION
PO BOX 243PORTLANDOR97207N/APCPROJECT SUPPORT$80,000
PUGET SOUND SAGE
1032 JACKSON STREET 203SEATTLEWA98104N/APCPROJECT SUPPORT$60,000
RE SOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STREETBELLINGHAMWA98225N/APCPROJECT SUPPORT$40,000
RENEWABLE ENERGY ALASKA PROJECT
308 G STREET SUITE 207ANCHORAGEAK99501N/APCGENERAL SUPPORT$40,000
RIVER NETWORK
PO BOX 21387BOULDERCO80308N/APCGENERAL SUPPORT$35,000
SALMON-SAFE INC
317 SW ALDER SUITE 900PORTLANDOR97204N/APCPROJECT SUPPORT$40,000
SEATTLE 2030 DISTRICT
1402 3RD AVENUE SUITE 301SEATTLEWA98101N/APCPROJECT SUPPORT$60,000
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101N/APCPROJECT SUPPORT$60,000
SEATTLE PARKS FOUNDATION
105 S MAIN ST 235SEATTLEWA98104N/APCGENERAL SUPPORT$50,000
SEATTLE UNIVERSITY
BROADWAY AND MADISON 900 BROADWAYSEATTLEWA98122N/APCPROJECT SUPPORT$10,000
SMART GROWTH AMERICA
1152 15TH ST NW SUITE 450WASHINGTONDC20005N/APCGENERAL SUPPORT$30,000
SNOVALLEY TILTH
PO BOX 48CARNATIONWA98014N/APCPROJECT SUPPORT$30,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS ROAD SUITE ACALABASASCA91302N/APCPROJECT SUPPORT$50,000
SOCIAL VENTURE PARTNERS
220 SECOND AVENUE SOUTH SUITE 300SEATTLEWA98104N/APCPROJECT SUPPORT$2,500
SOCIETY OF ENVIRONMENTAL JOURNALISTS
PO BOX 2492JENKINTOWNPA19046N/APCPROJECT SUPPORT$20,000
STANDEARTH
1329 N STATE STREET SUITE 302BELLINGHAMWA98225N/APCPROJECT SUPPORT$50,000
STREET TRUST
618 NW GLISAN STREET SUITE 401PORTLANDOR97209N/APCPROJECT SUPPORT$35,000
STUDENT CONSERVATION ASSOCIATION
1762 AIRPORT WAY S UNIT ASEATTLEWA98134N/APCPROJECT SUPPORT$30,000
SUSTAINABLE CONNECTIONS
1701 ELLIS STREET 221BELLINGHAMWA98225N/APCPROJECT SUPPORT$25,000
SUSTAINABLE NORTHWEST
1130 SW MORRISON ST SUITE 510PORTLANDOR97205N/APCPROJECT SUPPORT$45,000
SUSTAINABLE SEATTLE
220 2ND AVE S 223SEATTLEWA98104N/APCPROJECT SUPPORT$25,000
THE INTERTWINE ALLIANCE FOUNDATION
2100 SW RIVER PARKWAY SUITE 450PORTLANDOR97201N/APCGENERAL SUPPORT$40,000
THE LANDS COUNCIL
25 WEST MAIN AVENUE SUITE 222SPOKANEWA99201N/APCGENERAL SUPPORT$15,000
THE NATURE CONSERVANCY IN ALASKA
715 L STREET SUITE 100ANCHORAGEAK99501N/APCGENERAL SUPPORT$37,500
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCPROJECT SUPPORT$15,000
TIDES FOUNDATION
PO BOX 29903 THE PRESIDIOSAN FRANCISCOCA94129N/APCPROJECT SUPPORT$40,000
TILTH ALLIANCE
4649 SUNNYSIDE AVENUE NORTH SUITESEATTLEWA98103N/APCPROJECT SUPPORT$35,000100
TRANSPORTATION CHOICES COALITION
219 1ST AVENUE S SUITE 420SEATTLEWA98104N/APCPROJECT SUPPORT$100,000
TRUSTEES FOR ALASKA
1026 W FOURTH AVENUE 201ANCHORAGEAK99501N/APCGENERAL SUPPORT$17,500
TUALATIN RIVERKEEPERS
11625 SW HAZELBROOK RDTUALATINOR97062N/APCPROJECT SUPPORT$40,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 353055SEATTLEWA98195N/APCPROJECT SUPPORT$101,836
URBAN FOREST CARBON REGISTRY
999 THIRD AVE SUITE 4600SEATTLEWA98104N/APCPROJECT SUPPORT$50,000
US GREEN BUILDING COUNCIL IDAHO CHAPTER
PO BOX 626BOISEID83701N/APCGENERAL SUPPORT$45,000
WASHINGTON PHYSICIANS FOR SOCIAL RESPONSIBILITY
4500 9TH AVE NE SUITE 300SEATTLEWA98105N/APCPROJECT SUPPORT$30,000
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641925PULLMANWA99164N/APCPROJECT SUPPORT$25,000
WASHINGTON WILDLIFE AND RECREATION COALITION
1402 THIRD AVE 507SEATTLEWA98101N/APCGENERAL SUPPORT$30,000
WESTERN RIVERS CONSERVANCY
71 SW OAK STREET 100PORTLANDOR97204N/APCPROJECT SUPPORT$30,000
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET - MAIL STOP 9034BELLINGHAMWA98225N/APCPROJECT SUPPORT$5,000
WILLAMETTE PARTNERSHIP
4640 SW MACADAM AVENUE SUITE 50PORTLANDOR97239N/APCGENERAL SUPPORT$100,000
WILLAMETTE RIVERKEEPER
1515 SE WATER AVE 102PORTLANDOR97214N/APCPROJECT SUPPORT$42,000
ZERO WASTE WASHINGTON
816 2ND AVE SUITE 200SEATTLEWA98104N/APCPROJECT SUPPORT$35,000
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCGENERAL SUPPORT$12,000
ICICLE CENTER FOR THE ARTS
7409 ICICLE RDLEAVENWORTHWA98826N/APCGENERAL SUPPORT$3,382
ALS ASSOCIATION - EVERGREEN CHAPTER
19226 66TH AVE S SUITE L-105KENTWA98032N/APCGENERAL SUPPORT$300
CHILDREN AND NATURE NETWORK
808 14TH AVE SEMINNEAPOLISMN55414N/APCGENERAL SUPPORT$1,200
CONSERVATION NORTHWEST
1829 10TH AVE W SUITE BSEATTLEWA98119N/APCGENERAL SUPPORT$150
EARTH DAY NETWORK
1616 P ST NW SUITE 340WASHINGTONDC20036N/APCGENERAL SUPPORT$375
ECOTRUST
721 NW NINTH AVENUE 200PORTLANDOR97209N/APCGENERAL SUPPORT$5,000
EL MORRO AREA ARTS COUNCIL
PO BOX 296RAMAHNM87321N/APCGENERAL SUPPORT$300
ENVIRONMENTAL EDUCATION ASSOCIATION OF NEW MEXICO
PO BOX 36958ALBUQUERQUENM87176N/APCGENERAL SUPPORT$750
EXPLORER WEST MIDDLE SCHOOL
10015 28TH AVE SWSEATTLEWA98146N/ASCHOOLGENERAL SUPPORT$600
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APCGENERAL SUPPORT$5,000
FORTERRA
901 FIFTH AVE SUITE 2200SEATTLEWA98164N/APCGENERAL SUPPORT$90
FRIENDS OF THE SAN JUANS
650 MULLIS ST SUITE 201FRIDAY HARBORWA98250N/APCGENERAL SUPPORT$5,000
GONZAGA UNIVERSITY
502 E BOONE AVESPOKANEWA99202N/ASCHOOLGENERAL SUPPORT$150
ICICLE CENTER FOR THE ARTS
7409 ICICLE RDLEAVENWORTHWA98826N/APCGENERAL SUPPORT$5,000
JUVENILE DIABETES RESEARCH FOUNDATION
1215 4TH AVE SUITE 1100SEATTLEWA98161N/APCGENERAL SUPPORT$660
KANSAS CITY HOSPICE AND PALLIATIVE CARE
1500 MEADOW LAKE PARKWAY SUITE 200KANSAS CITYMO64114N/APCGENERAL SUPPORT$300
KING COUNTY BAR ASSOCATION FOUNDATION
1200 5TH AVE SUITE 700SEATTLEWA98101N/APCGENERAL SUPPORT$375
KUOW
4518 UNIVERSITY WAY NE SUITE 310SEATTLEWA98105N/APCGENERAL SUPPORT$225
LATINO COMMUNITY FUND OF WASHINGTON STATE
220 SECOND AVE S 103SEATTLEWA98104N/APCGENERAL SUPPORT$450
MARY'S PLACE
PO BOX 1711SEATTLEWA98111N/APCGENERAL SUPPORT$300
NATIVE PLANT SOCIETY OF NEW MEXICO
PO BOX 35388ALBUQUERQUENM87176N/APCGENERAL SUPPORT$240
NATURE CONSERVANCY IN WASHINGTON
74 WALL STREETSEATTLEWA98121N/APCGENERAL SUPPORT$5,000
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE SUITE 400SEATTLEWA98104N/APCGENERAL SUPPORT$825
NW ENERGY COALITION
811 FIRST AVE 305SEATTLEWA98104N/APCGENERAL SUPPORT$135
OBAMA FOUNDATION
5235 S HARPER CT SUITE 1140CHICAGOIL60615N/APCGENERAL SUPPORT$300
OLD DOG HAVEN
PO BOX 1409OAK HARBORWA98277N/APCGENERAL SUPPORT$150
OREGON STEWARDSHIP
4015 S STAGE RDMEDFORDOR97501N/APCGENERAL SUPPORT$900
OSO VISTA RANCH PROJECT
PO BOX 430PINEHILLNM87357N/APCGENERAL SUPPORT$750
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266N/APCGENERAL SUPPORT$75
PAWS
PO BOX 1037LYNNWOODWA98046N/APCGENERAL SUPPORT$375
PHYSICIANS FOR SOCIAL RESPONSIBILITY
1111 14TH ST NW SUITE 700WASHINGTONDC20005N/APCGENERAL SUPPORT$1,200
PRO PUBLICA
155 AVE OF THE AMERICAS 13TH FLOORNEW YORKNY10013N/APCGENERAL SUPPORT$600
PROGRESS ALLIANCE OF WASHINGTON
1402 3RD AVE SUITE 201SEATTLEWA98101N/APCGENERAL SUPPORT$1,500
PUGET SOUND RESTORATION FUND
382 WYATT WAY NEBAINBRIDGE ISLANDWA98110N/APCGENERAL SUPPORT$5,000
SEATTLE AUDUBON SOCIETY
8050 35TH AVE NESEATTLEWA98115N/APCGENERAL SUPPORT$375
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101N/APCGENERAL SUPPORT$375
SEATTLE HUMANE
13212 SE EASTGATE WAYBELLEVUEWA98005N/APCGENERAL SUPPORT$150
SEATTLE PARKS FOUNDATION
105 S MAIN ST 235SEATTLEWA98104N/APCGENERAL SUPPORT$2,200
SHEPHERD'S CENTER OF WINSTON-SALEM
1700 EBERT STREETWINSTONSALEMNC27103N/APCGENERAL SUPPORT$150
SNOVALLEY TILTH
PO BOX 48CARNATIONWA98014N/APCGENERAL SUPPORT$150
SOUND ACTION
PO BOX 845VASHONWA98070N/APCGENERAL SUPPORT$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGENERAL SUPPORT$75
SUMMER SEARCH
635 ANDOVER PARK WEST BUILDING 8TUKWILAWA98188N/APCGENERAL SUPPORT$225SUITE 200
TECHNOLOGY ACCESS FOUNDATION
605 SW 108TH STSEATTLEWA98146N/APCGENERAL SUPPORT$375
THE LIVING BREATH FOUNDATION
2031 MARSALA CIRMONTEREYCA93940N/APCGENERAL SUPPORT$300
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036N/APCGENERAL SUPPORT$375
TRUST FOR PUBLIC LAND
901 5TH AVE SUITE 1520SEATTLEWA98164N/APCGENERAL SUPPORT$4,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 353055SEATTLEWA98195N/APCGENERAL SUPPORT$4,325
URBAN LEAGUE OF METROPOLITAN SEATTLE
105 14TH AVESEATTLEWA98122N/APCGENERAL SUPPORT$1,500
WASHINGTON APPLESEED
1111 3RD AVESEATTLEWA98101N/APCGENERAL SUPPORT$2,250
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE 1400SEATTLEWA98101N/APCGENERAL SUPPORT$6,265
WASHINGTON PHYSICIANS FOR SOCIAL RESPONSIBILITY
4500 9TH AVE NE SUITE 300SEATTLEWA98105N/APCGENERAL SUPPORT$1,200
WASHINGTON TRAILS ASSOCIATION
705 2ND AVE 300SEATTLEWA98104N/APCGENERAL SUPPORT$90
WE NEED DIVERSE BOOKS
10319 WESTLAKE DRIVE 104BETHESDAMD20817N/APCGENERAL SUPPORT$375
CITY OF VANCOUVER
N/ACANADIAN CHARITYPROJECT SUPPORT$75,000453 WEST 12TH AVENUEVANCOUVERBCCAV5Y 1V4
DAVID SUZUKI FOUNDATION
N/ACANADIAN CHARITYPROJECT SUPPORT$50,000219 - 2211 W FOURTH AVENUEVANCOUVERBCCAV6K 4S2
ECOJUSTICE CANADA SOCIETY
N/ACANADIAN CHARITYPROJECT SUPPORT$50,000390 - 425 CARRALL STREETVANCOUVERBCCAV6B 6E3
HEART AND STROKE FOUNDATION OF BC & YUKON
N/ACANADIAN CHARITYPROJECT SUPPORT$40,000200 - 1212 WEST BROADWAYVANCOUVERBCCAV6H 3V2
RAINCOAST CONSERVATION FOUNDATION
N/ACANADIAN CHARITYPROJECT SUPPORT$18,000PO BOX 2429SIDNEYBCCAV8L 3Y3
WEST COAST ENVIRONMENTAL LAW RESEARCH FOUNDATION
N/ACANADIAN CHARITYPROJECT SUPPORT$40,000200 - 2006 WEST 10TH AVENUEVANCOUVERBCCAV6J 2B3
CORNELIUS ADEWALE
555 NE TERREVIEW DR APT B 303PULLMANWA99163NONEINDIVIDUALPROJECT SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,935,248TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORNELIUS ADEWALE
555 NE TERREVIEW DR APT B 303PULLMANWA99163NONEINDIVIDUALPROJECT SUPPORT$50,000
EARTH DAY NETWORK
1616 P ST NW SUITE 340WASHINGTONDC20036N/APCGENERAL SUPPORT$1,000,000
FORTERRA
901 FIFTH AVE SUITE 2200SEATTLEWA98164N/APCGENERAL SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,150,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$919,846ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,119,464ExclusionAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Exclusion11ExclusionCd
Exclusion$240ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$89,679UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,972,232ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
LOSS ON FUNCTIONALLY RELATED BUSINESSES-$1,703,787
PARTNERSHIP INCOME900099$37,64401-$278,424

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$127,323UnrelatedBusinessTaxblIncmAmt
Exclusion$3,733,358ExclusionAmt
Related Or Exempt Function Incm-$1,703,787RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,156,894TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11BTHE FUNCTIONALLY RELATED BUSINESSES FINANCED, CONSTRUCTED AND ARE
11BMANAGING A GREEN BUILDING WHICH CONTRIBUTES IMPORTANTLY TO THE
11BFOUNDATION'S MISSION TO SAFEGUARD THE NATURAL ENVIRONMENT AND PROMOTE
11BSUSTAINABLE COMMUNITIES.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT FAMILY FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1555 BRYANT STREET 370AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$370,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING, REVIEW & TAX PREP$59,260$21,796$0$37,465
LESS AMOUNTS REPORTED ON 990T$0-$8,531$0$0

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
REG SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTIONFORM 990 PFUNDER IRC REGULATIONS 1.263(1)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.
FEDERAL ELECTION: IRC SECTION 168(K)(2)(D)IIIFORM 990 PFSPECIAL DEPRECIATION ALLOWANCE ELECTION OUT STATEMENT: PURSUANT TO IRC SECTION 168(K)(2)(D)III, TAXPAYER HEREBY ELECTS OUT OF THE SPECIAL DEPRECIATION ALLOWANCE OF CODE SECTION 168(K) FOR ALL PROPERTY PLACED IN SERVICE BY THE TAXPAYER DURING THE TAXABLE YEAR WHICH WOULD OTHERWISE QUALIFY FOR THE SPECIAL DEPRECIATION ALLOWANCE UNDER CODE SECTION 168(K) AND WHICH IS IN THE CLASS INDICATED BELOW: PROPERTY IN THE 5 YEAR MACRS CLASS

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHWAB SEALTHFMV$25,912,747$25,912,747
SCHWAB SEALTH PLEDGEDFMV$9,290,526$9,290,526
SCHWAB BOSTON COMMONFMV$7,411,353$7,411,353
SCHWAB BLAIRFMV$17,736,121$17,736,121
NON-MANAGED INVESTMENTSFMV$13,865,231$13,865,231
METROPOLITAN REAL ESTATEFMV$1,064,825$1,064,825
ACL ALTERNATIVE FUNDFMV$2,566,635$2,566,635

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$914LegalFeesAmt
Net Investment Income$336NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$578DisbursementsCharitablePrpsAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1US BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$9,700,000LoanOriginalAmt
Balance Due$10,700,000BalanceDueAmt
Note2017-12NoteDt
Loan Maturity2025-07LoanMaturityDt
Repayment TermsINTEREST ONLY UNTIL MATURITYRepaymentTermsTxt
Interest3.680000000000InterestRt
Security Provided BorrowerASSETS OF ORGANIZATIONSecurityProvidedBorrowerTxt
Loan PurposeEQUITY INVESTMENT IN "GREEN" BUILDING CONSTRUCTIONLoanPurposeTxt
Lender ConsiderationVARIOUS ASSETSLenderConsiderationDesc
Consideration FMV$10,700,000ConsiderationFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSITS$7,477$7,477$7,477
FUNCTIONALLY RELATED BUSINESS$14,722,065$13,018,277$13,018,277
MISC RECEIVABLE$4,599$747,030$747,030
WORLD STEWARD LAND$1,880,875$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIABILITY INSURANCE$5,732$2,108$0$3,624
TELEPHONE$17,220$6,333$0$10,886
WEBSITE$3,556$1,308$0$2,248
OFFICE SUPPLIES$16,702$6,143$0$10,559
POSTAGE$297$109$0$188
REPAIRS & MAINTENANCE$29,496$10,848$0$18,647
MEALS & ENTERTAINMENT$10,837$1,993$0$3,426
DUES & PUBLICATIONS$67,407$24,792$0$42,615
STORAGE RENTAL$2,309$849$0$1,460
LOAN FEES$7,500$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
LOSS ON FUNCTIONALLY RELATED BUSINESSES-$1,703,787$0
PARTNERSHIP INCOME-$240,781$0-$277,557

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CAPITAL LOSSESDesc
Amt$6,362,126Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE-$35,970-$12,056
PAYROLL TAXES WITHHELD$25,347$27,738
ACCRUED VACATION PAYABLE$47,394$53,306
PAYROLL - OTHER$0$121

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$119,094$43,802$0$75,292
INVESTMENT MANAGEMENT FEES$252,713$252,713$0$0
MANAGEMENT FEES REPORTED ON 990-T$0-$1,072$0$0
USB CHARGES$3,464$3,464$0$0
OTHER FEES$2,140$787$0$1,353

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$62,544$23,003$0$39,541
FOREIGN INCOME TAXES$42,470$42,470$0$0
FEDERAL EXCISE TAX/UBIT$57,914$0$0$0
PROPERTY TAX$12,727$4,681$0$8,046
PERSONAL PROPERTY TAX$1,504$553$0$951

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CCSDC LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 EAST MADISON STREET 600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd
FieldValueIRS element (for citing)
EIN272658509EIN
DescRETURN OF CAPITALDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$550,000TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BF BLOCKER LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 EAST MADISON STREET 600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd
FieldValueIRS element (for citing)
EIN272658448EIN
DescCONTRIBUTION TO CAPITALDesc
Amt$550,000Amt
FieldValueIRS element (for citing)
Total$550,000TotalAmt