JUNIPER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JUNIPER FOUNDATION (EIN 91-1908199)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201741299349101679
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T15:24:42-05:00 | 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 | 911908199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIPER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DANIEL ASHER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 2066670300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVE 34TH FL | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL ASHER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2066670300 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE R OXNEVAD | PreparerPersonNm |
| PTIN | P01235115 | 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 | 2017-05-09 | IPDt |
| IP Tm | 15:23:57 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0713AB1F89844D6119CDAAAA3961599B29F29ADB | 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 | $12,048,738 | 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 |
| Dividends Rev And Expnss | $299,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,148,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,592 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $279,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $576,222 | 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 | $4,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,127 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,126 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,451 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,943 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$216 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $483,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $483,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $252,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $252,443 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,136,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,730,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,792,161 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,971 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,134 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,134 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,244,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,986,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,048,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,244,825 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,986,721 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,244,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,986,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,244,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,986,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,244,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,986,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,986,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $362,830 | $1,209 | $361,621 | $361,621 | |
| PUBLICLY TRADED SECURITIES | $25,768 | $26,481 | -$713 | -$713 | |
| PUBLICLY TRADED SECURITIES | $695,077 | $844,080 | -$149,003 | -$149,003 | |
| CAPITAL GAINS DIVIDENDS | $64,687 | $64,687 | $64,687 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,592 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $538,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,933,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045106 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $465,137 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,132,146 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038339 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $378,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,244,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,812 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,719,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,775,650 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028783 | DistributionYr5Rt |
| Total Distribution | 0.189066 | TotalDistributionRt |
| Average Distribution | 0.037813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,224,370 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $424,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $429,786 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $497,661 | 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 | $5,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,679 | TaxDueAmt |
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 | 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 | KING OLIASON PLLC | IndividualWithBooksNm |
| Phone | 2062857242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 514 SECOND AVENUE WEST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981193928 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL M ASHER | ||||||||
| 1000 SECOND AVE 34TH FL | SEATTLE | WA | 98104 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SHEILA WYCKOFF-DICKEY | ||||||||
| 1000 SECOND AVE 34TH FL | SEATTLE | WA | 98104 | PRESIDENT/TREASURER/DIRECT | 2.00 | $0 | $0 | $0 |
| CHARLES D DICKEY III | ||||||||
| 1000 SECOND AVE 34TH FL | SEATTLE | WA | 98104 | VP/DIRECTOR | 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 |
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 | $11,254,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,395,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,395,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,224,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $561,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $561,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,359 | TotalTaxAmt |
| Distributable Before Adj | $555,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $555,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $555,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $497,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,359 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $492,302 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $334,073 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $497,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $334,073 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,588 | 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 | $392,272 | 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 | SHEILA WYCKOFF-DICKEY | ContributingManagerNm |
| Contributing Manager | CHARLES D DICKEY III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODLAND PARK ZOO | |||||||
| 601 N 59TH ST | SEATTLE | WA | 98103 | N/A | PC | EDUCATION/BUTTERFLY EXHIBIT | $30,000 |
| FULCRUM FOUNDATION | |||||||
| 710 NINTH AVENUE | SEATTLE | WA | 98104 | N/A | PC | EDUCATION | $5,000 |
| ST THERESE CATHOLIC ACADEMY | |||||||
| 900 - 35TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | EDUCATION | $33,000 |
| UNIVERSITY OF THE PACIFIC | |||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | N/A | PC | EDUCATION | $3,000 |
| SEATTLE SYMPHONY | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | N/A | PC | ARTS | $10,000 |
| BIKE WORKS | |||||||
| 3715 S HUDSON STREET SUITE 111 | SEATTLE | WA | 98118 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| KUOW PUGET SOUND PUBLIC RADIO | |||||||
| PO BOX 84148 | SEATTLE | WA | 98124 | N/A | PC | COMMUNITY SERVICES | $2,000 |
| YWCA OF SEATTLE KING AND SNOHOMISH COUNTIES | |||||||
| 1118 - 5TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $2,000 |
| FOREST RIDGE | |||||||
| 4800 139TH AVE SE | BELLEVUE | WA | 98006 | N/A | PC | ENVIRONMENT | $2,000 |
| LITTLE BIT THERAPEUTIC RIDING CENTER | |||||||
| 18675 NW 106TH ST | REDMOND | WA | 98052 | N/A | PC | HEALTH/HUMAN SERVICES | $175,000 |
| SEATTLE AQUARIUM | |||||||
| PO BOX 24458 | SEATTLE | WA | 981240458 | N/A | PC | ENVIRONMENT/EDUCATION | $2,500 |
| COLLEGE SUCCESS FOUNDATION | |||||||
| 1605 NW SAMMAMISH ROAD 200 | ISSAQUAH | WA | 98027 | N/A | PC | EDUCATION | $3,000 |
| BOY SCOUTS OF AMERICA - CHIEF SEATTLE | |||||||
| PO BOX 440408 | SEATTLE | WA | 98114 | N/A | PC | SOCIAL SERVICES | $5,000 |
| FORTERRA | |||||||
| 615 SECOND AVE SUITE 625 | SEATTLE | WA | 98104 | N/A | PC | NATURE CONSERVATION | $5,000 |
| MOHAI | |||||||
| 2700 - 24TH AVE EAST | SEATTLE | WA | 981122009 | N/A | PC | EDUCATION | $5,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW 200 | WASHINGTON | DC | 20005 | N/A | PC | ENVIRONMENT | $5,000 |
| WELLSPRING FAMILY SERVICES | |||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | N/A | PC | SOCIAL SERVICES | $2,000 |
| SNOW LEOPARD TRUST | |||||||
| 4649 SUNNYSIDE AVE N 325 | SEATTLE | WA | 98103 | N/A | PC | NATURE CONSERVATION | $1,000 |
| PROVIDENCE MOUNT ST VINCENT FOUNDATION | |||||||
| 4831 - 35TH AVENUE SW | SEATTLE | WA | 98126 | N/A | PC | HEALTH/HUMAN SERVICES | $2,000 |
| CLASSIC KING FM 981 | |||||||
| 10 HARRISON STREET SUITE 100 | SEATTLE | WA | 98109 | N/A | PC | SOCIAL SERVICES | $5,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| PO BOX 358045 | SEATTLE | WA | 981958045 | N/A | PC | BRAIN INJURY RESEARCH | $100,000 |
| ROCKEND ART BARN | |||||||
| PO BOX 1093 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | ARTS | $1,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | SOCIAL SERVICES | $2,000 |
| NEIGHBORHOOD HOUSE | |||||||
| PO BOX 332 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | N/A | PC | SOCIAL SERVICES | $3,000 |
| KEEPERS OF BAKER ISLAND | |||||||
| PO BOX 26 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | SOCIAL SERVICES | $1,000 |
| ARCHDIOCESE OF SEATTLE | |||||||
| P O BOX 14964 | SEATTLE | WA | 98114 | N/A | PC | ANNUAL CATHOLIC APPEAL | $1,000 |
| KCTS 9 TELEVISION | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | N/A | PC | SOCIAL SERVICES | $1,000 |
| ROTARIAN MALARIA PARTNERS | |||||||
| 10619 MARINE VIEW DRIVE SW | SEATTLE | WA | 98146 | N/A | PC | HUMAN SERVICES | $5,000 |
| SEATTLE UNIVERSITY ADVANCEMENT | |||||||
| PO BOX 22200 | SEATTLE | WA | 98122 | N/A | PC | EDUCATION | $5,000 |
| WASHINGTON WILDLIFE AND RECREATION COALITION | |||||||
| 1402 THIRD AVENUE SUITE 507 | SEATTLE | WA | 98101 | N/A | PC | ENVIRONMENT | $15,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 - 2ND AVENUE SUITE 300 | SEATTLE | WA | 98104 | N/A | PC | ENVIRONMENT | $15,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 01921 | N/A | PC | SOCIAL SERVICES | $2,000 |
| WYCKOFF HOUSE & ASSOCIATION INC | |||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | N/A | PC | EDUCATION | $1,000 |
| SEATTLE NATIVITY SCHOOL | |||||||
| PO BOX 20730 | SEATTLE | WA | 98102 | N/A | PC | EDUCATION | $15,000 |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 024672332 | N/A | PC | EDUCATION | $1,000 |
| VERMONT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | N/A | PC | EDUCATION | $5,000 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE STREET PO BOX 45 | DEER HARBOR | ME | 04609 | N/A | PC | HUMAN SERVICES | $5,000 |
| NW CHILDREN'S FUND | |||||||
| 2100 - 24TH AVE S 320 | SEATTLE | WA | 98144 | N/A | PC | HUMAN SERVICES | $1,000 |
| YMCA OF GREATER SEATTLE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | OUTDOOR LEADERSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $483,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE BIT THERAPEUTIC RIDING CENTER | |||||||
| 18675 NW 106TH ST | REDMOND | WA | 98052 | N/A | PC | HUMAN SERVICES | $250,000 |
| BIKE WORKS | |||||||
| 3715 S HUDSON STREET SUITE 111 | SEATTLE | WA | 98118 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| WOODLAND PARK ZOO | |||||||
| 601 N 59TH ST | SEATTLE | WA | 98103 | N/A | PC | EDUCATION | $25,000 |
| CLASSIC KING FM 981 | |||||||
| 10 HARRISON STREET SUITE 100 | SEATTLE | WA | 98109 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $285,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,264 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $12,496 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,496 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | FEDERAL EXCISE TAX REFUND RECEIVED | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KING & OLIASON PLLC | CategoryTxt |
| Amt | $4,253 | Amt |
| Net Investment Income | $2,127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,126 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY # 2485 | $5,316,232 | $6,159,252 |
| MORGAN STANLEY # 6114 | $3,211,395 | $4,209,860 |
| MORGAN STANLEY # 0634 | $1,202,517 | $1,423,049 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $1,280 | $1,280 | $1,280 |
| ACCUMULATED AMORTIZATION | -$1,280 | -$1,280 | -$1,280 |
| DIVIDENDS RECEIVABLE | $3,970 | $4,134 | $4,134 |
| SB #3417 RECEIVABLE | $1 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING/LICENSE EXPENSE | $35 | $0 | $35 |
| MISCELLANEOUS | -$216 | -$216 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $12,496 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,496 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $30,451 | $30,451 | $0 |
| FOUNDATION MANAGEMENT GROUP | $16,000 | $4,000 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $3,943 | Amt |
| Net Investment Income | $3,943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |