THE FURNESSVILLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE FURNESSVILLE FOUNDATION (EIN 20-3421585)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201711289349101346
- Schema version
- 2016v3.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T16:14:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274238573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING & OLIASON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 SECOND AVE WEST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981193928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203421585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FURNESSVILLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FURN | BusinessNameControlTxt |
| Phone | 2062857242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 FIRST AVENUE NO 2904 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW CONRU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062857242 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK STARKENBURG | PreparerPersonNm |
| PTIN | P00043131 | PTIN |
| Phone | 2062857242 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.10.86.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 16:13:38 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 576928D58CE87D81F5F0AB09E20F6DDF48413C5A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,472,159 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,422,779 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$305,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,170,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,993 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,273,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,914 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,320 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,320 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,807 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,403 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,404 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,824 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,924 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $460 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $703,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $579,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $569,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $698,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,005,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,005,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,418,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,333,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,432,512 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,182,794 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,986,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,031,045 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,551 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,993 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,993 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,756,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,328,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,472,159 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,221 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,753,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,323,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,753,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,323,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,756,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,328,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,753,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $569,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,323,137 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,323,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $171,473 | $121,139 | $50,334 | $50,334 | |
| PUBLICLY TRADED SECURITIES | $7,337,122 | $6,913,563 | $423,559 | $423,559 | |
| PUBLICLY TRADED SECURITIES | $182,669 | $178,128 | $4,541 | $4,541 | |
| PUBLICLY TRADED SECURITIES | $323,825 | $341,923 | -$18,098 | -$18,098 | |
| CUMULATIVE ADJUSTMENT TO SECURITIES | $1,101 | $1,101 | $1,101 | ||
| CAPITAL GAINS DIVIDENDS | $154,556 | $154,556 | $154,556 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $449,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,681,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,535 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,934,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $239,513 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,647,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,270,470 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,345,286 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039761 | DistributionYr5Rt |
| Total Distribution | 0.235166 | TotalDistributionRt |
| Average Distribution | 0.047033 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,886,108 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $464,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $471,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $579,920 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,011 | OverpaymentAmt |
| Applied To ES Tax | $13,011 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | KING OLIASON PLLC | IndividualWithBooksNm |
| Phone | 2062857242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 SECOND AVE W | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW CONRU | ||||||||
| 2125 FIRST AVENUE 2904 | SEATTLE | WA | 98121 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JONATHAN BUCKHEIT | ||||||||
| 2125 FIRST AVENUE 2904 | SEATTLE | WA | 98121 | TREASURER/SECRETARY | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 UNIVERSITY AVE STE 400 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $56,824 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,728,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $426 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,036,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,036,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,886,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,989 | TotalTaxAmt |
| Distributable Before Adj | $487,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $579,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $579,920 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,989 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $572,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,152 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $579,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,152 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,452 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,452 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $30,452 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW CONRU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLIMATE SOLUTIONS | |||||||
| 1402 THIRD AVENUE SUITE 1305 | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $150,100 |
| CONSERVATION NORTHWEST | |||||||
| 1829 10TH AVE W STE B | SEATTLE | WA | 98119 | N/A | PC | GENERAL SUPPORT | $30,465 |
| GAGE ACADEMY | |||||||
| 1501 10TH AVE E 101 | SEATTLE | WA | 98102 | N/A | PC | GENERAL SUPPORT | $25,000 |
| KOSMOS CORPORATION | |||||||
| 113 SOUTH MARY AVENUE APARTMENT 204 | SUNNYVALE | CA | 94086 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| 5500 WABASH AVE | TERRE HAUTE | IN | 47803 | N/A | PC | GENERAL SUPPORT | $8,000 |
| SOCIAL VENTURE PARTNERS | |||||||
| 220 SECOND AVENUE SOUTH | SEATTLE | WA | 98104 | N/A | PC | GENERAL SUPPORT | $20,000 |
| ALASKA WILDERNESS LEAGUE | |||||||
| 810 N ST 203 | ANCHORAGE | AK | 99501 | N/A | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN ATHEISTS | |||||||
| 225 CRISTIANI ST | CRANFORD | NJ | 07016 | N/A | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN HUMANIST ASSOCIATION | |||||||
| 1821 JEFFERSON PLACE NW | WASHINGTON DC | DC | 20036 | N/A | PC | GENERAL SUPPORT | $35,000 |
| AMERICAN RED CROSS | |||||||
| 1900 25TH AVE S | SEATTLE | WA | 98144 | N/A | PC | GENERAL SUPPORT | $3,500 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CENTER FOR ACTION AND CONTEMPLATION | |||||||
| 1823 5 POINTS RD SW | ALBUQUERQUE | NM | 87105 | N/A | PC | GENERAL SUPPORT | $3,750 |
| EGYPT CANCER NETWORK | |||||||
| 20301 SW BIRCH ST 101 | NEWPORT BEACH | CA | 92660 | N/A | PC | GENERAL SUPPORT | $2,250 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL SUPPORT | $3,000 |
| FREEDOM FROM RELIGION FOUNDATION | |||||||
| PO BOX 750 | MADISON | WI | 53701 | N/A | PC | GENERAL SUPPORT | $25,000 |
| GONZAGA COLLEGE HIGH SCHOOL | |||||||
| 19 I ST NW | WASHINGTON DC | DC | 20001 | N/A | PC | GENERAL SUPPORT | $18,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5601 6TH AVE S 182 | SEATTLE | WA | 98108 | N/A | PC | GENERAL SUPPORT | $9,000 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20005 | N/A | PC | GENERAL SUPPORT | $3,750 |
| OLIN COLLEGE OF ENGINEERING | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PERSONALITY DISORDER AWARENESS NETWORK | |||||||
| 1072 W PEACHTREE ST NW 79468 | ATLANTA | GA | 30357 | N/A | PC | GENERAL SUPPORT | $10,000 |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SEATTLE THEATRE GROUP | |||||||
| 911 PINE STREET | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $20,033 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | N/A | PC | GENERAL SUPPORT | $22,500 |
| UNIVERSITY OF NEVADA LAS VEGAS | |||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF MINNESOTA | |||||||
| 3 MORRILL HALL 100 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ZIONSVILLE COMMUNITY HIGH SCHOOL PTO | |||||||
| 1000 MULBERRY STREET | ZIONSVILLE | IN | 46077 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,348 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$305,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$149,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$149,765 | 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 | ANDREW CONRU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 FIRST AVENUE 2904 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,422,779 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,422,779 | FairMarketValueAmt |
| Received | 2016-04-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,807 | Amt |
| Net Investment Income | $10,403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,404 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DE MINIMIS SAFE HARBOR ELECTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I, LINE 23 | FormAndLineReferenceDesc |
| Medium Explanation | UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION FOR THE TAX YEAR-END 12/31/2016. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #9686 | $410,071 | $465,907 |
| WELLS FARGO #9179 | $507,778 | $561,264 |
| WELLS FARGO #9565 | $415,306 | $405,341 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO #1399 MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,986,880 | BookValueAmt |
| EOYFMV | $8,031,045 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,320 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,320 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $2,551 | BOYBookValueAmt |
| EOY Book Value | $2,993 | EOYBookValueAmt |
| EOYFMV | $2,993 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $5,426 | $0 | $5,426 |
| OTHER ADMINISTRATIVE COSTS | $29,921 | $0 | $29,921 |
| STATEMENT OF INFORMATION FILING FEE | $20 | $0 | $20 |
| MISCELLANEOUS EXPENSES | $666 | $0 | $666 |
| WEBSITE MAINTENANCE | $431 | $0 | $431 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,221 | BOYBookValueAmt |
| EOY Book Value | $5,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $56,824 | $56,824 | $0 |
| CONSULTING SERVICES | $18,924 | $0 | $18,924 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,790 | $5,790 | $0 |
| FEDERAL TAX | $50,805 | $0 | $0 |
| CALIFORNIA TAX | $460 | $0 | $460 |