STRATEGY STUDIO / PUBLIC DATA EXPLORER

BIANCHI FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BIANCHI FAMILY FOUNDATION (EIN 95-4680225)
Tax period
2017-02-01 to 2018-01-31
Filed
2018-06-13
IRS object ID
201831649349100703
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-13T12:03:57-05:00ReturnTs
Tax Period End2018-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954680225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BIANCHI FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2KIM WILKINSON COVINGTON CAPITAL MGMTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBIANBusinessNameControlTxt
Phone2136297509PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 S FIGUEROA STREET NO 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900175726ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID BIANCHIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2136297509PhoneNum
Signature2018-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.230.13.193IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-06-13IPDt
IP Tm11:51:01IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id68631CE1DBCB75B75BAC5C502131600C9EB9E757AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$699,690FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,991DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$199,731GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,795CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,786TotalRevAndExpnssAmt
Total Net Invst Incm$24,786TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,344OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,344OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,213TaxesRevAndExpnssAmt
Taxes Net Invst Incm$113TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,842TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,920ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,420ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,580TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,976ExcessRevenueOverExpensesAmt
Net Investment Income$14,204NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,865SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,260SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,260SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$54,719USGovernmentObligationsBOYAmt
US Government Obligations EOY$59,780USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$59,304USGovtObligationsEOYFMVAmt
Corporate Stock BOY$208,419CorporateStockBOYAmt
Corporate Stock EOY$188,649CorporateStockEOYAmt
Corporate Stock EOYFMV$408,786CorporateStockEOYFMVAmt
Corporate Bonds BOY$140,845CorporateBondsBOYAmt
Corporate Bonds EOY$124,854CorporateBondsEOYAmt
Corporate Bonds EOYFMV$121,659CorporateBondsEOYFMVAmt
Other Investments BOY$51,668OtherInvestmentsBOYAmt
Other Investments EOY$69,997OtherInvestmentsEOYAmt
Other Investments EOYFMV$101,681OtherInvestmentsEOYFMVAmt
Total Assets BOY$474,516TotalAssetsBOYAmt
Total Assets EOY$451,540TotalAssetsEOYAmt
Total Assets EOYFMV$699,690TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$888,900CapitalStockBOYAmt
Capital Stock EOY$888,900CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$414,384RetainedEarningBOYAmt
Retained Earning EOY-$437,360RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$474,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$451,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$451,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$474,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,976ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$451,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$451,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$199,731GrossSalesPriceAmt
Cost Or Other Basis$187,936CostOrOtherBasisAmt
Gain Or Loss$11,795GainOrLossAmt
Gains Minus Excess Or Losses$11,795GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,795CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$630,500NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055591DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,260AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$659,465NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045886DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,159AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$677,051NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048976DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,976AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$637,884NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061102DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,546AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$608,525NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063343DistributionYr5Rt
Total Distribution0.274898TotalDistributionRt
Average Distribution0.054980AverageDistributionRt
Net Vl Noncharitable Assets$654,589NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$142NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,131AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,580QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$284InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$284SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$284TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$184EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$184TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$100TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCOVINGTON CAPITAL MANAGEMENTIndividualWithBooksNm
Phone2136297509PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 SO FIGUEROA STREET SUITE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900715726ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID W BIANCHI
11267 NE WING POINT DRIVEBAINBRIDGE ISLANDWA98110PRESIDENT1.00$0$0$0
STEPHEN W BIANCHI
4152 23RD STREETSAN FRANCISCOCA94114VICE PRESIDENT1.00$0$0$0
KATHERINE B VAN SLYKE
3026 N E 47TH AVENUEPORTLANDOR97213VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$652,961AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,596AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$664,557TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$664,557AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,968CashDeemedCharitableAmt
Net Vl Noncharitable Assets$654,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,729MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,729MinimumInvestmentReturnAmt
Tax Based On Investment Income$284TaxBasedOnInvestmentIncomeAmt
Total Tax$284TotalTaxAmt
Distributable Before Adj$32,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,445DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,580ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,580QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,580AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,445DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,111ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,006ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$4,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,717TotalExcessDistributionCyovAmt
Qualifying Distributions$35,580QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,445AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,135RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,852TotalCorpusAmt
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$9,111ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,741ExcessDistriCyovToNextYrAmt
Excess From Year4$8,006ExcessFromYear4Amt
Excess From Year1$4,600ExcessFromYear1Amt
Excess From Current Year$3,135ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID W BIANCHIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAINBRIDGE BOOSTER CLUB
PO BOX 11705BAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$1,100
BAINBRIDGE FIREWORKS ORGANIZATION
175 PARFITT WAY SW STE S125BAINBRIDGE ISLANDWA98110NONENCGENERAL SUPPORT$100
BAINBRIDGE ISLAND LAND TRUST
PO BOX 10144BAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$1,000
BAINBRIDGE ISLAND ONE CALL FOR ALL
PO BOX 10487BAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$3,000
BAINBRIDGE SCHOOLS FOUNDATION
8489 MADISON AVE NEBAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$2,000
BLOEDEL RESERVE
7571 NE DOLPHIN DRIVEBAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$2,500
CASCADE PUBLIC MEDIA
401 MERCER STREETSEATTLEWA981094640NONEPCGENERAL SUPPORT$150
EDUCATIONAL FUND OF ORINDA
21C ORINDA WAYORINDACA94563NONEPCGENERAL SUPPORT$1,000
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA98109NONEPCGENERAL SUPPORT$250
HELPLINE HOUSE
282 KNECHTEL WAY NEBAINBRIDGE ISLANDWA98110NONEPCGENERAL SUPPORT$100
HUNTINGTON LIBRARY
7711 TALBERT AVENUEHUNTINGTON BEACHCA92648NONEPCGENERAL SUPPORT$2,500
HUNTINGTON MEMORIAL HOSPITAL
100 WEST CALIFORNIA BLVDPASADENACA91105NONEPCGENERAL SUPPORT$10,000
JOHN BURROUGHS SCHOOL
1920 W CLARK AVENUEBURBANKCA91506NONEPCGENERAL SUPPORT$250
KIDSPACE
480 N ARROYO BOULEVARDPASADENACA91103NONEPCGENERAL SUPPORT$250
KUOWPUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE NO 310SEATTLEWA981054535NONEPCGENERAL SUPPORT$365
KUSCUNIVERSITY OF SOUTHERN CALIFORNIA RADIO
UNIVERSITY GARDENS UGB203LOS ANGELESCA90089NONEPCGENERAL SUPPORT$150
PASADENA BEAUTIFUL FOUNDATION
140 S LAKE AVEPASADENACA91101NONEPCGENERAL SUPPORT$250
PASADENA HUMANE SOCIETY
361 SOUTH RAYMOND AVENUEPASADENACA91105NONEPCGENERAL SUPPORT$200
PASADENA POLICE OFFICER'S ASSOCIATION
PO BOX 567PASADENACA911020567NONENCGENERAL SUPPORT$100
PRINCETON ALUMNI CORPS
61 WEBER AVENUEHILLSBOROUGHNJ08844NONEPCGENERAL SUPPORT$555
PRINCETON UNIVERSITY CLASS OF 1955
40 PEMBROKE DRIVEMENDHAMNJ07945NONEPCGENERAL SUPPORT$250
PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 445PRINCETONNJ08540NONEPCGENERAL SUPPORT$2,500
ST JAMES'S EPISCOPAL CHURCH
1205 W FRANKLIN STREETRICHMONDVA23220NONEPCGENERAL SUPPORT$250
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304NONEPCGENERAL SUPPORT$1,000
USSGA MEMORIAL FUND
C/O SMITH GRANT PO BOX 4459GREENWICHCT06831NONEPCGENERAL SUPPORT$250
WEST PASADENA RESIDENT'S ASSOCIATION
PO BOX 50252PASADENACA91115NONEPCGENERAL SUPPORT$100
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCGENERAL SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,420TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,991ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,795ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,786ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,786TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$10,250Amt
Net Investment Income$5,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,125DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmt
BAINBRIDGE FIREWORKS ORGANIZATION
175 PARFITT WAY SW STE S125BAINBRIDGE ISLANDWA981102017-05-01$100GENERAL SUPPORT$100
PASADENA'S POLICE OFFICER'S ASSOCIATION
PO BOX 567PASADENACA9110205672018-01-02$100GENERAL SUPPORT$100

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceTANGIBLE PROPERTY REGULATIONS:FormAndLineReferenceDesc
Medium ExplanationSECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$124,854EOYBookValueAmt
EOYFMV$121,659EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$188,649EOYBookValueAmt
EOYFMV$408,786EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$59,780USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$59,304USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTSFMV$9,935$9,895
EQUITY FUNDSFMV$60,062$91,786

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,344Amt
Net Investment Income$5,344NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,100$0$0
FOREIGN TAX$113$113$0