BIANCHI FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BIANCHI FAMILY FOUNDATION (EIN 95-4680225)
- Tax period
- 2016-02-01 to 2017-01-31
- Filed
- 2017-09-12
- IRS object ID
- 201732559349100018
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-12T14:54:02-05:00 | ReturnTs |
| Tax Period End | 2017-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 Mission Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954680225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BIANCHI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | KIM WILKINSON COVINGTON CAPITAL MGMT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIAN | BusinessNameControlTxt |
| Phone | 2136297509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA STREET No 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175726 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BIANCHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2136297509 | PhoneNum |
| Signature | 2017-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joan S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-31 | IPDt |
| IP Tm | 21:03:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7241516E3375A69E2EC795D8E0500DF59882B03A | 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 | $641,746 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,394 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,249 | 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 |
| Other Prof Fees Rev And Expnss | $5,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,865 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $56,922 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,719 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,723 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $192,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $208,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $362,616 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,407 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $140,845 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $137,448 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $59,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $457,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $641,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $888,900 | CapitalStockBOYAmt |
| Capital Stock EOY | $888,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$431,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$414,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $474,516 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $474,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $220,921 | GrossSalesPriceAmt |
| Cost Or Other Basis | $176,527 | CostOrOtherBasisAmt |
| Gain Or Loss | $44,394 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $44,394 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $659,465 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,159 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $677,051 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $637,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061102 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,546 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $608,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063343 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $607,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071284 | DistributionYr5Rt |
| Total Distribution | 0.290591 | TotalDistributionRt |
| Average Distribution | 0.058118 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $630,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $538 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,267 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $184 | OverpaymentAmt |
| Applied To ES Tax | $184 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | COVINGTON CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 2136297509 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SO FIGUEROA STREET SUITE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900715726 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID W BIANCHI | ||||||||
| 11267 NE Wing Point Drive | Bainbridge Island | WA | 98110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN W BIANCHI | ||||||||
| 4152 23RD STREET | SAN FRANCISCO | CA | 94114 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE B VAN SLYKE | ||||||||
| 3026 N E 47TH AVENUE | PORTLAND | OR | 97213 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $545,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,331 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $640,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $640,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $630,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,075 | TotalTaxAmt |
| Distributable Before Adj | $30,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,450 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,006 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $30,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,839 | 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 | $13,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,111 | ExcessFromYear4Amt |
| Excess From Year3 | $8,006 | ExcessFromYear3Amt |
| Excess From Current Year | $4,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID W BIANCHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAINBRIDGE FIREWORKS ORGANIZATION | |||||||
| 175 Parfitt Way SW Ste S125 | Bainbridge Island | WA | 98110 | NONE | NC | GENERAL SUPPORT | $100 |
| Bainbridge Island Land Trust | |||||||
| Po Box 10144 | BAinbridge Island | WA | 98110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Bainbridge Island One Call for All | |||||||
| po Box 10487 | bainbridge Island | WA | 98110 | nONE | PC | GENERAL SUPPORT | $5,000 |
| BLOEDEL RESERVE | |||||||
| 7571 NE Dolphin Drive | Bainbridge Island | WA | 98110 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CASCADE PUBLIC MEDIA | |||||||
| 401 MERCER STREET | SEattle | WA | 981094640 | NONE | PC | GENERAL SUPPORT | $300 |
| CONSUMERS UNION OF UNITED STATES INC | |||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | NONE | PC | GENERAL SUPPORT | $25 |
| EDUCATIONAL FUND OF ORINDA | |||||||
| 21C ORINDA WAY | ORINDA | CA | 94563 | NONE | PC | GENERAL SUPPORT | $600 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PC | GENERAL SUPPORT | $100 |
| HELPLINE HOUSE | |||||||
| 282 Knechtel Way NE | Bainbridge Island | WA | 98110 | NONE | PC | GENERAL SUPPORT | $100 |
| HUNTINGTON LIBRARY | |||||||
| 7711 TALBERT AVENUE | HUNtington BEACH | CA | 92648 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BLVD | PASAdena | CA | 91105 | NONE | PC | GENERAL SUPPORT | $10,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 1920 W CLARK AVENUE | BURBANK | CA | 91506 | NONE | PC | GENERAL SUPPORT | $250 |
| KIDSPACE | |||||||
| 480 N Arroyo Boulevard | Pasadena | CA | 91103 | NONE | PC | GENERAL SUPPORT | $250 |
| KUOWPUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE NO 310 | SEATTLE | WA | 981054535 | NONE | PC | GENERAL SUPPORT | $365 |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL SUPPORT | $200 |
| PASADENA BEAUTIFUL FOUNDATION | |||||||
| 140 S LAKE AVE | PASAdena | CA | 91101 | NONE | PC | GENERAL SUPPORT | $250 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 South Raymond Avenue | Pasadena | CA | 91105 | NONE | PC | GENERAL SUPPORT | $400 |
| PASADENA POLICE OFFICER'S ASSOCIATION | |||||||
| PO BOX 567 | PASADENA | CA | 911020567 | NONE | NC | GENERAL SUPPORT | $100 |
| prINCETON ALUMNI CORPS | |||||||
| 61 Weber Avenue | Hillsborough | NJ | 08844 | NONE | PC | GENERAL SUPPORT | $555 |
| PRINCETON TORY | |||||||
| PO Box 2768 | Princeton | NJ | 08542 | NONE | PC | GENERAL SUPPORT | $250 |
| PRINCETON UNIVERSITY CLASS OF 1955 | |||||||
| 40 PEMBROKE DRIVE | Mendham | NJ | 07945 | NONE | PC | GENERAL SUPPORT | $500 |
| prinCETON UNIVERSITY | |||||||
| 701 Carnegie Center Suite 445 | Princeton | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $2,500 |
| STANFORD UNIVERSITY | |||||||
| 3145 Porter Drive | Palo Alto | CA | 94304 | NONE | PC | GENERAL SUPPORT | $1,000 |
| University of Southern California | |||||||
| University Gardens Suite UGB203 | Los Angeles | CA | 90089 | NONE | PC | GENERAL SUPPORT | $150 |
| USSGA MEMORIAL FUND | |||||||
| C/O SMITH GRANT PO BOX 4459 | Greenwich | CT | 06831 | NONE | PC | GENERAL SUPPORT | $500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24th Street NW | Washington | DC | 20037 | NONE | PC | GENERAL SUPPORT | $250 |
| YMCA OF METRO LA | |||||||
| 625 S NEW HAMPSHIRE AVENUE | Los Angeles | CA | 90005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,745 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,394 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,249 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|
| BAINBRIDGE FIREWORKS ORGANIZATION | |||||||
| 175 PARFITT WAY SW STE S125 | BAINBRIDGE ISLAND | WA | 98110 | 2016-12-31 | $100 | GENERAL SUPPORT | $100 |
| PASADENA'S POLICE OFFICER'S ASSOCIATION | |||||||
| PO BOX 567 | PASADENA | CA | 911020567 | 2016-12-31 | $100 | GENERAL SUPPORT | $100 |
| PASADENA GUILD OF CHILDREN'S HOSPITAL | |||||||
| 4650 SUNSET BLVD MS 4 | LOS ANGELES | CA | 90027 | 2016-12-31 | $671 | GENERAL SUPPORT | $671 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATIONS: | FormAndLineReferenceDesc |
| Medium Explanation | Section 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $140,845 | EOYBookValueAmt |
| EOYFMV | $137,448 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $208,419 | EOYBookValueAmt |
| EOYFMV | $362,616 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,719 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,723 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $9,213 | $11,555 |
| equity funds | FMV | $42,455 | $56,539 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $35 |
| BANK OF AMERICA - FOUNDATION BOARD MANAGEMENT | $270 | $0 | $270 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $5,418 | Amt |
| Net Investment Income | $5,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $600 | $0 | $0 |
| Foreign Tax | $79 | $79 | $0 |