ALTOM CARLSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALTOM CARLSON FOUNDATION (EIN 06-1801086)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349107783
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2025-11-17T17:33:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814659652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPINE PS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 8TH ST STE 1620 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061801086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTOM CARLSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTO | BusinessNameControlTxt |
| Phone | 2063251166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18379 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHODA ALTOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063251166 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA SOLOMON | PreparerPersonNm |
| PTIN | P01540587 | PTIN |
| Phone | 4256252694 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,864,193 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,931 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,687 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $469,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $877,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $487,626 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,959 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,959 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $820,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $630,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,506 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,753 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,753 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,442 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $43,474 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $43,474 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,965 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,885 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $301,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,617 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,617 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $493,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $397,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,415,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,027 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,027 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,326 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,856 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,856 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $41,517 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $54,614 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $41,517 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $41,517 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,062,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $882,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,555,482 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,846,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,922,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,233,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,380,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,880,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,864,193 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,160 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,379,621 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,880,972 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,379,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,880,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,380,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,880,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,379,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $493,295 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,056 | OtherIncreasesAmt |
| Subtotal | $8,880,972 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,880,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $635,530 | $369,663 | $265,867 | $265,867 | |||
| FROM K-1 - GAIP 2021(BERMUDA) AIV | $3,409 | $3,409 | $3,409 | P | |||
| FROM K-1 - GAIP 2021(BERMUDA) AIV | $14,814 | $14,814 | $14,814 | P | |||
| FROM K-1 - GENERAL ATLANTIC INVESTMENT PARTNERS 2021 | $14,755 | $14,755 | $14,755 | P | |||
| FROM K-1 - GENERAL ATLANTIC INVESTMENT PARTNERS 2021 | $49,124 | $49,124 | $49,124 | P | |||
| 677 SHS APPLE INC | $157,671 | $20,022 | $137,649 | $137,649 | D | 2015-08-03 | 2024-10-18 |
| CAPITAL GAINS DIVIDENDS | $2,008 | $2,008 | $2,008 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,528 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,528 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,108 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,580 | OverpaymentAmt |
| Applied To ES Tax | $2,580 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RHODA ALTOM | IndividualWithBooksNm |
| Phone | 2063251166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18379 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98118 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RHODA ALTOM | ||||||||
| PO BOX 18379 | SEATTLE | WA | 98118 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| CORY CARLSON | ||||||||
| PO BOX 18379 | SEATTLE | WA | 98118 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEWART CARLSON | ||||||||
| PO BOX 18379 | SEATTLE | WA | 98118 | TREASURER | 2.00 | $0 | $0 | $0 |
| GRANT CARLSON | ||||||||
| PO BOX 18379 | SEATTLE | WA | 98118 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,865,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $495,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,278,684 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,638,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,638,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,464,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,528 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,400 | IncomeTaxAmt |
| Total Tax | $6,928 | TotalTaxAmt |
| Distributable Before Adj | $566,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $566,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $566,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $566,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $494,748 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RHODA ALTOM | ContributingManagerNm |
| Contributing Manager | CORY CARLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EPIPHANY PARISH | |||||||
| 1805 38TH AVENUE | SEATTLE | WA | 98122 | NONE | PC | GENERAL SUPPORT | $13,000 |
| THE MOUNTAINEERS | |||||||
| 7700 SAND POINT WAY NE | SEATTLE | WA | 98115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| 255 E MAIN ST 301 | PULLMAN | WA | 99163 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WASHINGTON'S NATIONAL PARK FUND | |||||||
| 1904 3RD AVE 400 | SEATTLE | WA | 98101 | NONE | PC | GENERAL SUPPORT | $1,200 |
| CLARK COUNTY FOOD BANK | |||||||
| 6502 NE 47TH AVE | VANCOUVER | WA | 98661 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PROJECT STREET VET | |||||||
| PO BOX 232579 | ENCINITAS | CA | 92023 | NONE | PC | GENERAL SUPPORT | $117 |
| DIDI HIRSCH | |||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PC | GENERAL SUPPORT | $500 |
| BOY SCOUTS | |||||||
| 1325 W WALNUT HILL LN | IRVING | TX | 75038 | NONE | PC | GENERAL SUPPORT | $3,000 |
| DEMENG FOUNDATION | |||||||
| 355 118TH AVE SE STE 200 | BELLEVUE | WA | 980053554 | NONE | PC | GENERAL SUPPORT | $3,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,617 | 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 | $26,687 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,745 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,959 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $469,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,959 | TotalIncomeProducingActyAmt |
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 | RHODA ALTOM AND CORY CARLSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18379 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,931 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,506 | Amt |
| Net Investment Income | $3,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,753 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC - GOOG | $40,876 | $118,073 |
| AMAZON COM INC - AMZN | $57,601 | $129,879 |
| APPLE INC - AAPL | $53,941 | $240,153 |
| BERKSHIRE HATHAWAY INC - BRKB | $32,078 | $63,459 |
| CATERPILLAR INC - CAT | $30,736 | $119,711 |
| FIRST TR TCW OPP FIXED INC ETF - FIXD | $137,206 | $141,801 |
| MICROSOFT CORP - MSFT | $50,342 | $136,988 |
| NVIDIA CORP - NVDA | $3,764 | $95,346 |
| PACER FDS TR US CASH COWS 100 - COWZ | $67,627 | $79,072 |
| UNITEDHEALTH FROUP INC - UNH | $79,590 | $75,879 |
| US BANCORP DEL - USB | $78,437 | $100,443 |
| VISA INC - V | $22,466 | $39,505 |
| PACCAR INC - PCAR | $39,934 | $37,967 |
| FIRST TR MORNINGSTAR DIVID LEA CLOSED END ETF - FDL | $29,742 | $28,182 |
| FIRST TR EXCHANGE-TRADED FD IV SENIOR LN ETF - FTSL | $79,384 | $78,608 |
| PACER US SMALL CAP CASH COWS 100 ETF - COWZ | $79,015 | $70,416 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GAIP 2021 AIV B LP | AT COST | $1,698,697 | $2,059,378 |
| GAIP 2021(BERMUDA) AIV LP | AT COST | $3,885,421 | $4,461,175 |
| GENERAL ATLANTIC INVESTMENT PARTNERS 2021 LP | AT COST | $2,338,715 | $2,712,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $20 | $0 | $20 |
| BANK FEES | $11,931 | $0 | $11,931 |
| FUNDRAISING EXPENSE | $15,934 | $0 | $15,934 |
| OTHER EXPENSES | $940 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - GAIP 2021(BERMUDA) AIV | $44 | $44 | $44 |
| FROM K-1 - GENERAL ATLANTIC INVESTMENT PARTNERS 2021 | $12 | $12 | $12 |
| NOTE INTEREST INCOME | $10,903 | $10,903 | $10,903 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES BETWEEN BOOK AND TAX | Desc |
| Amt | $8,056 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - GAIP 2021 AIV B | $793 | $793 | $0 |
| FROM K-1 - GAIP 2021(BERMUDA) AI | $1,868 | $1,868 | $0 |
| FROM K-1 - GENERAL ATLANTIC INVESTMENT PARTNERS 2021 | $182,781 | $182,781 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $15,766 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |