LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LUCKY SEVEN FOUNDATION (EIN 91-1722000)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349103584
- Schema version
- 2015v2.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:50:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911722000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucky Seven Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LUCK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER BACKUS | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,300,075 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $789,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $789,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,955,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $912,204 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,396 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,396 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,185,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,727,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $63 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $63 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $77,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,836 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $53,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,705 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,252 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,252 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $64,198 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,078,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,078,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,278,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,146,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,636,034 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,580,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,580,294 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $384,958 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $185,715 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $185,715 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $185,715 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $185,715 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $480,964 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $227,995 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $232,588 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,809,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,032,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,035,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,519,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,942,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,733,738 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $308,300 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $308,300 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $308,300 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $220,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $251,249 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $811,249 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $768,000 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $588,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $544,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $544,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,725,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,632,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,300,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $26,725,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,632,895 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,725,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,632,895 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,725,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,632,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,725,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,876 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,632,895 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,632,895 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,955,059 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,042,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $912,204 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $912,204 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $912,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,980,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,726,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071441 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,345,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,937,031 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,368,802 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,120,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $656,703 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,112,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,527,021 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,937,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058874 | DistributionYr5Rt |
| Total Distribution | 0.252427 | TotalDistributionRt |
| Average Distribution | 0.050485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,184,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,422,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,360 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,439,249 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,146,815 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,721 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,721 | SubtotalAmt |
| Tax Based On Investment Income | $32,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $51,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,179 | OverpaymentAmt |
| Applied To ES Tax | $19,179 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Carol A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Christopher R Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 0 | $0 | $0 | $0 |
| Edward A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas* | 1.0 | $0 | $0 | $0 |
| Massimo D Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres* / VP / Dir | 1.0 | $0 | $0 | $0 |
| Peter G Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0 | $0 | $0 | $0 |
| Valerie F Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0 | $0 | $0 | $0 |
| Robert Fikso | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Willard Steckel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP* / Dir | 1.0 | $0 | $0 | $0 |
| Matthew F Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 0 | $0 | $0 | $0 |
| Philip R Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan B Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP* / Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Robert W Baird & Co Incorporated | |||||
| 777 East Wisconsin Avenue | MILWAUKEE | WI | 532025391 | Investment Mgmt | $77,714 |
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative Srvc | $64,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,450,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,201,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $961,989 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,613,591 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,613,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $429,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,184,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,409,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,409,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,721 | TotalTaxAmt |
| Distributable Before Adj | $1,376,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $44,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,421,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,421,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,146,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,146,815 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,146,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,421,298 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $25,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,146,815 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,146,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,970 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,970 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $248,513 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (267 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE ASSOCIATION | |||||||
| 1308 5TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| ABUSED DEAF WOMENS ADVOCACY SERVICES | |||||||
| 8623 ROOSEVELT WAY NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $500 |
| ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $400 |
| ACE MENTOR PROGRAM OF AMERICA INC | |||||||
| 1301 5TH AVE STE 3200 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $585 |
| ALEX LOWE CHARITABLE FOUNDATION INC | |||||||
| 401 W CURTISS ST | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $200 |
| AMAZON WATCH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| AMAZON WATCH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | Terry Tuner Memorial Scholarship fund | $1,000 |
| AMERICA NEPAL MEDICAL FOUNDATION | |||||||
| 27 GLORIA DR | WESTFIELD | MA | 01085 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND | |||||||
| 901 5TH AVE STE 630 | SEATTLE | WA | 98164 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN LUNG ASSOCIATION OF THE UPPER MIDWEST - M | |||||||
| 490 CONCORDIA AVE | ST PAUL | MN | 55103 | N/A | PC | Neighborhood Campaign | $300 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION - ALSA E | |||||||
| 19226 66TH AVE S L-105 | KENT | WA | 98032 | N/A | PC | General & Unrestricted | $500 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | N/A | PC | General & Unrestricted | $2,500 |
| ARBORETUM FOUNDATION | |||||||
| 2300 ARBORETUM DR E | SEATTLE | WA | 98112 | N/A | PC | Saplings Youth ED K-6 Program | $500 |
| ARC OF WHATCOM COUNTY | |||||||
| 2602 MCLEOD RD | BELLINGHAM | WA | 98225 | N/A | PC | Parent Coalition Program | $5,000 |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW STE 110 | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $250 |
| ARTS COUNCIL OF SNOHOMISH COUNTY | |||||||
| 2921 HOYT AVE | EVERETT | WA | 98201 | N/A | PC | 2015 Art Education for Youth Program | $5,000 |
| ASSISTANCE LEAGUE OF SEATTLE WASHINGTON | |||||||
| 1415 N 45TH ST | SEATTLE | WA | 98103 | N/A | PC | Operation School Bell (OSB) Program | $5,000 |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | |||||||
| 901 S 13TH ST | TACOMA | WA | 98405 | N/A | PC | Community Resource Connections Center | $5,000 |
| ASSOCIATION FOR CATHOLIC CHILDHOOD | |||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | N/A | PC | Charitable Event | $500 |
| ASSOCIATION OF AMERICAN RHODES SCHOLARS | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $500 |
| ASTRAEA FOUNDATION INC | |||||||
| 116 E 16TH ST 7TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| AUBURN SCHOOL DISTRICT | |||||||
| 915 4TH ST NE | AUBURN | WA | 98002 | N/A | GOV | Powerful Pre-Kindergarten-Grade 8 CCSS Mathematics Readiness Program | $170,000 |
| AUSTRALIAN TERRIER RESCUE INC | |||||||
| 3714 BRIGHTON PL | MCHENRY | IL | 60050 | N/A | PC | General & Unrestricted | $500 |
| AUSTRALIAN TERRIER TR | |||||||
| 255 N EL CIELO RD STE 140-274 | PALM SPRINGS | CA | 92262 | N/A | PC | General & Unrestricted | $250 |
| BAINBRIDGE COMMUNITY FOUNDATION | |||||||
| 221 WINSLOW WAY W STE 305 | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| BAINBRIDGE ISLAND LAND TRUST | |||||||
| PO BOX 10144 | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $500 |
| BAINBRIDGE ISLAND ROWING CLUB | |||||||
| 221 WINSLOW WAY W STE 102 | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $2,000 |
| BALLET NORTHWEST | |||||||
| PO BOX 2888 | OLYMPIA | WA | 98507 | N/A | PC | Ballet Live Project | $5,000 |
| BAS BLEU THEATRE COMPANY | |||||||
| 401 PINE ST | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $500 |
| BEHRING GLOBAL EDUCATIONAL FOUNDATION | |||||||
| 3820 BLACKHAWK RD | DANVILLE | CA | 94506 | N/A | PC | General & Unrestricted | $100 |
| BELLEVUE COLLEGE FOUNDATION | |||||||
| 3000 LANDERHOLM CIR SE NO A101 | BELLEVUE | WA | 98007 | N/A | PC | General & Unrestricted | $500 |
| BEN TOWNE PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 4538 47TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $500 |
| BETHEL COMMUNITY SERVICES | |||||||
| 18020 B ST E | SPANAWAY | WA | 98387 | N/A | PC | General & Unrestricted | $250 |
| BIG BROTHERS-BIG SISTERS OF ISLAND COUNTY | |||||||
| 913 E WHIDBEY AVE | OAK HARBOR | WA | 98277 | N/A | PC | Mentoring Services for High-Risk Teen and Pre-teen girls program | $5,000 |
| BIKE WORKS SEATTLE | |||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $500 |
| BLUE EARTH ALLIANCE | |||||||
| 4557 51ST PL SW | SEATTLE | WA | 98116 | N/A | PC | Leaving the Life Program | $5,000 |
| BOOK-IT REPERTORY THEATRE | |||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| BOYER CHILDRENS CLINIC | |||||||
| 1850 BOYER AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $250 |
| BREMERTON HIGH SCHOOL PAY IT FORWARD SCHOLARSHIP | |||||||
| PO BOX 5317 | BREMERTON | WA | 98312 | N/A | PC | General & Unrestricted | $500 |
| BREMERTON HIGH SCHOOL PAY IT FORWARD SCHOLARSHIP | |||||||
| PO BOX 5317 | BREMERTON | WA | 98312 | N/A | PC | Scholarship Fund | $5,000 |
| BRIGID COLLINS HOUSE | |||||||
| 1231 N GARDEN ST STE 200 | BELLINGHAM | WA | 98225 | N/A | PC | Familia Latina Project | $5,000 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $5,000 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | Annual Fund | $400 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | Brown Outdoor leadership training (BOLT) Program | $200 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | Brown University Orchestra Program | $200 |
| BURKE MUSEUM ASSOCIATION | |||||||
| PO BOX 353010 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $3,800 |
| CANCER FOR COLLEGE | |||||||
| 981 PARK CENTER DR | VISTA | CA | 92081 | N/A | PC | Pacific Northwest Scholarship Fund | $5,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $15,300 |
| CAPITOL HILL HOUSING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $4,500 |
| CARBONFUND ORG FOUNDATION | |||||||
| 853 MAIN ST | EAST AURORA | NY | 14052 | N/A | PC | General & Unrestricted | $1,000 |
| CAREGIFTED | |||||||
| 4616 25TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $250 |
| CARINGBRIDGE | |||||||
| 1715 YANKEE DOODLE RD STE 301 | EAGAN | MN | 55121 | N/A | PC | General & Unrestricted | $100 |
| CASCADE PUBLIC MEDIA | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $500 |
| CASCADE VALLEY HOSPITAL HEALTH FOUNDATION | |||||||
| 330 S STILLAGUAMISH AVE | ARLINGTON | WA | 98223 | N/A | PC | Ultrasound System for CVH Surgery Department and Critical Care Unit Initiative | $2,500 |
| CATAMOUNT TRAIL ASSOCIATION | |||||||
| 1 MILL ST | BURLINGTON | VT | 05401 | N/A | PC | Rochester Area Sports Trail Alliance chapter of the Catamount Trail Association | $300 |
| CENTRAL WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | N/A | PC | General & Unrestricted | $400 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 201 | GLEN ROCK | NJ | 07452 | N/A | PC | General & Unrestricted | $50 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | N/A | PC | Housing assistance for homeless Native Americans Program | $5,000 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $250 |
| CHILDREN AND YOUTH JUSTICE CENTER | |||||||
| 615 2ND AVE STE 275 | SEATTLE | WA | 98104 | N/A | PC | Teri's Respect Program | $250 |
| CHILDREN AND YOUTH JUSTICE CENTER | |||||||
| 615 2ND AVE STE 275 | SEATTLE | WA | 98104 | N/A | PC | Terri Kimball Fellowship Program | $500 |
| CHILDREN AND YOUTH JUSTICE CENTER | |||||||
| 615 2ND AVE STE 275 | SEATTLE | WA | 98104 | N/A | PC | Project Respect | $5,000 |
| CHURCH OF MARY MAGDALENE | |||||||
| 1830 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| CIRCLE OF FRIENDS FOR MENTAL HEALTH | |||||||
| 4731 15TH AVE NE STE 241 | SEATTLE | WA | 98105 | N/A | PC | Charity Golf Championship & Arts Showcase | $7,500 |
| CITIZENS FOR OFF-LEASH AREAS | |||||||
| PO BOX 17469 | SEATTLE | WA | 98127 | N/A | PC | General & Unrestricted | $250 |
| CITRINE HEALTH | |||||||
| 2940 W MARINE VIEW DR | EVERETT | WA | 98201 | N/A | PC | Accreditation of the Bra Shop Project | $2,500 |
| COMMUNITY LUNCH ON CAPITOL HILL | |||||||
| 509 10TH AVE E | SEATTLE | WA | 98102 | N/A | PC | Starting a Fourth Weekly Meal Campaign | $5,000 |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $250 |
| CONSERVATION NW | |||||||
| 1208 BAY ST STE 201 | BELLINGHAM | WA | 98225 | N/A | PC | Citizen Wildlife Monitoring Project | $5,000 |
| COYOTE FOUNDATION | |||||||
| PO BOX 126 | PORT HADLOCK | WA | 98339 | N/A | PC | Jefferson Teen Center Project | $5,000 |
| CROSSCUT PUBLIC MEDIA | |||||||
| 105 S MAIN ST STE 330 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| CROSSCUT PUBLIC MEDIA | |||||||
| 105 S MAIN ST STE 330 | SEATTLE | WA | 98104 | N/A | PC | Crosscut Arts Diversity Fellowship Program | $5,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWORK | |||||||
| PO BOX 1449 | KENT | WA | 98035 | N/A | PC | General & Unrestricted | $15,500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 |
| EAST AFRICAN COMMUNITY SERVICES | |||||||
| 7050 32ND AVE S | SEATTLE | WA | 98118 | N/A | PC | Summer Learning Program | $5,000 |
| EDMONDS DRIFTWOOD PLAYERS INC SNOHOMISH COUNTY | |||||||
| PO BOX 385 | EDMONDS | WA | 98020 | N/A | PC | Festival of Shorts, part of our Spotlight on Local Playwright program | $2,000 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $3,000 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $500 |
| ELIZABETH HOME | |||||||
| PO BOX 45310 | SEATTLE | WA | 98145 | N/A | PC | Health and Wellness Program for Homeless Women Day Center | $5,000 |
| EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY | |||||||
| 3318 92ND ST S | LAKEWOOD | WA | 98499 | N/A | PC | Break Bag Program | $5,000 |
| ENLIGHTEN-DYSLEXIA UNDERSTOOD | |||||||
| 1020 N HOMESTEAD DR | LIBERTY LAKE | WA | 99019 | N/A | PC | General & Unrestricted | $2,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST PLACE | |||||||
| PO BOX 22536 | SEATTLE | WA | 98122 | N/A | PC | Special Education Program | $1,000 |
| FRANKLIN PIERCE FOUNDATION | |||||||
| 315 129TH ST S | TACOMA | WA | 98444 | N/A | PC | Effective Early Learning Environments for Franklin pierce's students | $5,000 |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $8,250 |
| FREEDOM PROJECT | |||||||
| PO BOX 31191 | SEATTLE | WA | 98103 | N/A | PC | Freedom Project Expansion to Clallam Bay Correctional center | $4,500 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE SEATTLE PUBLIC LIBRARY | |||||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF YOUTH | |||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PC | General & Unrestricted | $100 |
| FULL LIFE CARE | |||||||
| 800 JEFFERSON ST STE 620 | SEATTLE | WA | 98104 | N/A | PC | The ElderFriends Volunteer Companionship program of Full Life supports socially isolated elders at risk of institutionalization | $5,000 |
| GARFIELD HIGH SCHOOL PTSA-PIE | |||||||
| 1304 S FAWCETT AVE | TACOMA | WA | 98402 | N/A | PC | Sustaining Scholars Project (SSP) | $20,000 |
| GIVEDIRECTLY INC | |||||||
| CHURCH ST STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $500 |
| GLOBAL PARTNERSHIPS | |||||||
| 1932 1ST AVE STE 400 | SEATTLE | WA | 98101 | N/A | PC | Operational Support Fund | $2,500 |
| GLOBAL PARTNERSHIPS | |||||||
| 1932 1ST AVE STE 400 | SEATTLE | WA | 98101 | N/A | PC | Charitable Event | $250 |
| GLOBAL PARTNERSHIPS | |||||||
| 1932 1ST AVE STE 400 | SEATTLE | WA | 98101 | N/A | PC | Charitable Event | $900 |
| GREATER SEATTLE BUREAU OF FEARLESS IDEAS | |||||||
| PO BOX 30764 | SEATTLE | WA | 98113 | N/A | PC | General & Unrestricted | $2,500 |
| GRESHAM ARTHUR ACADEMY PUBLIC CHARTER SCHOOL | |||||||
| 13717 SE DIVISION ST | PORTLAND | OR | 97236 | N/A | PC | Portland Arthur Academy Library Funds | $2,000 |
| GRESHAM ARTHUR ACADEMY PUBLIC CHARTER SCHOOL | |||||||
| 13717 SE DIVISION ST | PORTLAND | OR | 97236 | N/A | PC | Portland Arthur Academy technology, playground or lunchroom improvements | $3,000 |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | N/A | PC | General & Unrestricted | $835 |
| GUNKS CLIMBERS COALITION | |||||||
| PO BOX 325 | GARDINER | NY | 12525 | N/A | PC | General & Unrestricted | $335 |
| HANFORD CHALLENGE | |||||||
| 2719 E MADISON ST STE 304 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $250 |
| HARMONY HILL OF UNION | |||||||
| 7362 E SR 106 | UNION | WA | 98592 | N/A | PC | General & Unrestricted | $500 |
| HELPHOPELIVE INC | |||||||
| 2 RADNOR CORPORATE CENTER STE 100 | RADNOR | PA | 19087 | N/A | PC | participation of Lan Remme in the Pushing Boundaries Program | $250 |
| HELPING LINK | |||||||
| 1032 S JACKSON ST STE C | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $300 |
| HELPLINE HOUSE | |||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $1,500 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | scholarship for family camp Fund | $1,205 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | Lyle Summers Memorial Scholarship fund | $1,000 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | Charitable Event | $100 |
| HOSPITALITY HOUSE | |||||||
| 1419 SW 150TH ST | BURIEN | WA | 98166 | N/A | PC | Homeless Women's Shelter Program | $5,000 |
| HYLA MIDDLE SCHOOL | |||||||
| 7861 BUCKLIN HILL RD NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $500 |
| IMMANUEL COMMUNITY SERVICES | |||||||
| 1215 THOMAS ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $500 |
| INSPIRE YOUTH PROJECT | |||||||
| 417 23RD AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,150 |
| INTERACTION TRANSITION | |||||||
| 1265 S MAIN ST STE 305-B | SEATTLE | WA | 98144 | N/A | PC | Employment Assistance Program: Resume and Applications Specialist | $10,000 |
| INTERIM COMMUNITY DEVELOPMENT ASSOCIATION | |||||||
| 310 MAYNARD AVE S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $2,500 |
| INYO COUNTY SHERIFFS INC | |||||||
| PO BOX 982 | BISHOP | CA | 93515 | N/A | PC | General & Unrestricted | $450 |
| JORDAN BINION PROJECT | |||||||
| 27701 152ND AVE E | GRAHAM | WA | 98338 | N/A | PC | Expansion Project | $5,000 |
| JUBILEE WOMENS CENTER | |||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $500 |
| JUMPING MOUSE CHILDRENS CENTER | |||||||
| 1809 SHERIDAN ST | PORT TOWNSEND | WA | 98368 | N/A | PC | General & Unrestricted | $500 |
| KILLER WHALE TALES | |||||||
| 5623 46TH AVE SW | SEATTLE | WA | 98136 | N/A | PC | Killer Whale Tales 2015-2016 School Year Project | $5,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $750 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | RadioActive (R/A) Initiative | $5,000 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $100 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | Charitable Event | $500 |
| LEAGUE OF WOMEN VOTERS OF SEATTLE KING COUNTY EDUC | |||||||
| 1620 18TH AVE STE 101 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $250 |
| LIFEWIRE | |||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | N/A | PC | Homeless Women's Shelter Initiative | $10,000 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | PC | Tech Training Program | $500 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | PC | Deaf-Blind Technology Training Center Initiative | $5,000 |
| LITERACY SOURCE | |||||||
| 3200 NE 125TH ST | SEATTLE | WA | 98125 | N/A | PC | Parent Literacy and Empowerment Program | $5,000 |
| LITTLE BIT THERAPEUTIC RIDING CENTER | |||||||
| 18675 NE 106TH ST | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $500 |
| LOVECITYLOVE | |||||||
| 117 E LOUISA ST | SEATTLE | WA | 98102 | N/A | PC | Hugo House Film Project | $1,000 |
| LOVECITYLOVE | |||||||
| 117 E LOUISA ST | SEATTLE | WA | 98102 | N/A | PC | WHERE THE HOUSE WAS: A documentary film Initiative | $25,000 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 2407 1ST AVE STE 200 | SEATTLE | WA | 98121 | N/A | PC | Urban Rest Stop Program | $1,000 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 2407 1ST AVE STE 200 | SEATTLE | WA | 98121 | N/A | PC | Tiny Homes Village for the Homeless | $25,000 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 2407 1ST AVE STE 200 | SEATTLE | WA | 98121 | N/A | PC | Urban Rest Stop hygiene centers for homeless families and indivuduals | $10,000 |
| MALOTO INC | |||||||
| 85 S BROADWAY | NYACK | NY | 10960 | N/A | PC | General & Unrestricted | $250 |
| MARYS PLACE SEATTLE | |||||||
| 1830 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| MARYS PLACE SEATTLE | |||||||
| 1830 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | Crisis Response Family Shelters and Supportive Services for Homeless Families Project | $10,000 |
| MEDICAL TEAMS INTERNATIONAL - REDMOND OFFICE | |||||||
| 9680 153RD AVE NE | REDMOND | WA | 98052 | N/A | PC | Puget Sound Mobile Dental Program | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $250 |
| MENNONITE CHURCH USA INC | |||||||
| 718 N MAIN ST | NEWTON | KS | 67114 | N/A | PC | JustHealth Recuperative Care Project | $7,500 |
| MENTAL HEALTH CHAPLAINCY | |||||||
| PO BOX 19504 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $1,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | N/A | PC | General & Unrestricted | $500 |
| METHOW VALLEY SPORTS TRAILS ASSOCIATION | |||||||
| PO BOX 147 | WINTHROP | WA | 98862 | N/A | PC | General & Unrestricted | $250 |
| MISSION TO SEAFARERS | |||||||
| 3568 W MARGINAL WAY SW | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $500 |
| MOHONK PRESERVE INC | |||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | General & Unrestricted | $150 |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | N/A | PC | General & Unrestricted | $500 |
| MORNINGSIDE | |||||||
| PO BOX 7936 | OLYMPIA | WA | 98507 | N/A | PC | Project SEARCH for Students with Disabilities | $5,000 |
| MOUNTAIN MEADOWS | |||||||
| 1201 PACIFIC AVE STE 450 | TACOMA | WA | 98402 | N/A | PC | Music and Memory Program | $600 |
| MOUNTAIN VIEW COMMUNITY CENTER | |||||||
| 3607 122ND AVE E STE A | EDGEWOOD | WA | 98372 | N/A | PC | Food Insecutiy Prevention Program | $5,000 |
| MOUNTAINEERS FOUNDATION | |||||||
| PO BOX 25590 | SEATTLE | WA | 98165 | N/A | PC | General & Unrestricted | $500 |
| MULTI-SERVICE CENTER | |||||||
| PO BOX 23699 | FEDERAL WAY | WA | 98093 | N/A | PC | Family Shelter Initiative | $5,000 |
| NAMI SEATTLE | |||||||
| 802 NW 70TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $1,000 |
| NAMI WASHINGTON | |||||||
| 7500 GREENWOOD AVE N | SEATTLE | WA | 98103 | N/A | PC | Train-the-Trainer Program | $5,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $100 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $250 |
| NATUREBRIDGE - SEATTLE | |||||||
| 1402 3RD AVE STE 618 | SEATTLE | WA | 98101 | N/A | PC | Environmental Education for Underserved Youth from Puget Sound Program | $5,000 |
| NAVOS | |||||||
| 2600 SW HOLDEN ST | SEATTLE | WA | 98126 | N/A | PC | Behavioral Rehabilitation Services, part of Navos Children, Youth & Family Residential Services Program | $5,000 |
| NEW HORIZONS MINISTRIES NHM | |||||||
| 2709 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | Transitional Housing for Seattle Homeless Young people program | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | On The Media Program | $400 |
| NORTH EAST SEATTLE TOGETHER | |||||||
| PO BOX 51009 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $100 |
| NORTHWEST ASSOCIATION FOR BIOMEDICAL RESEARCH | |||||||
| 2633 EASTLAKE AVE E STE 302 | SEATTLE | WA | 98102 | N/A | PC | Engaging young people with science and biomedical research Program | $5,000 |
| NORTHWEST KIDNEY CENTERS | |||||||
| PO BOX 3035 | SEATTLE | WA | 98114 | N/A | PC | Discovery Gala | $500 |
| NORTHWEST KIDNEY CENTERS | |||||||
| PO BOX 3035 | SEATTLE | WA | 98114 | N/A | PC | Kidney Transplant Education | $2,500 |
| NORTHWEST SCHOOL FOR HEARING IMPAIRED CHILDREN | |||||||
| PO BOX 33666 | SHORELINE | WA | 98133 | N/A | PC | Academic Program | $5,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | General & Unrestricted | $500 |
| NORTHWEST THERAPEUTIC RIDING CENTER | |||||||
| 1884 KELLY RD | BELLINGHAM | WA | 98226 | N/A | PC | Equine-Assisted Activities and Therapies for Children with Autism Spectrum Disorders Initiative | $4,750 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $1,000 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | Charitable Event | $500 |
| OUTDOOR OUTREACH | |||||||
| 5275 MARKET ST STE 21 | SAN DIEGO | CA | 92114 | N/A | PC | General & Unrestricted | $450 |
| OUTDOORS FOR ALL FOUNDATION | |||||||
| 6344 NE 74TH ST STE 102 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $800 |
| PACIFIC BALLROOM DANCE | |||||||
| 1604 15TH ST SW | AUBURN | WA | 98001 | N/A | PC | General & Unrestricted | $500 |
| PACIFIC LUTHERAN UNIVERSITY INC | |||||||
| 12180 PARK AVE S | TACOMA | WA | 98447 | N/A | PC | KPLU Radio Sustaining Fund | $500 |
| PARADOX SPORTS | |||||||
| 1911 11TH ST STE 201 | BOULDER | CO | 80302 | N/A | PC | Paradox Sports Northeast Division | $250 |
| PARKVIEW SERVICES | |||||||
| 17544 MIDVALE AVE | SEATTLE | WA | 98133 | N/A | PC | Camp Parkview 2015 Session Program | $5,000 |
| PATH WITH ART | |||||||
| 1402 3RD AVE STE 1010 | SEATTLE | WA | 98101 | N/A | PC | The Path with Art Singers Program | $5,000 |
| PEACE COMMUNITY CENTER | |||||||
| 2106 S CUSHMAN AVE | TACOMA | WA | 98405 | N/A | PC | General & Unrestricted | $10,000 |
| PHINNEY NEIGHBORHOOD ASSOCIATION | |||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | N/A | PC | Memory Loss Plays Initiative | $100 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $17,000 |
| PLANTAMNESTY | |||||||
| PO BOX 15377 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $100 |
| POINT DEFIANCE ZOOLOGICAL SOCIETY | |||||||
| 5400 N PEARL ST | TACOMA | WA | 98407 | N/A | PC | Point Defiance Zoo & Aquarium Low-Income School Scholarship Fund | $5,000 |
| POST-PRISON EDUCATION PROGRAM | |||||||
| 810 3RD AVE STE 180 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $1,000 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 5 COURT ST | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $300 |
| PUSHING BOUNDARIES | |||||||
| 4162 148TH AVE NE | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $1,000 |
| PUSHING BOUNDARIES | |||||||
| 4162 148TH AVE NE | REDMOND | WA | 98052 | N/A | PC | Client Therapy Services Subsidy Program | $5,000 |
| R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 7119 | TACOMA | WA | 98417 | N/A | PC | Pre-college training and On-going Mentoring throughout College Program | $10,000 |
| RAGGED MOUNTAIN FOUNDATION INC | |||||||
| PO BOX 948 | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $250 |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $400 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | Charitable Event | $15,000 |
| RENAISSANCE 21 | |||||||
| 10911 FOREST AVE S | SEATTLE | WA | 98178 | N/A | PC | General & Unrestricted | $334 |
| RENTON AREA YOUTH AND FAMILY SERVICES | |||||||
| 1025 S 3RD ST | RENTON | WA | 98057 | N/A | PC | Kinship Care Program | $250 |
| RYTHER | |||||||
| 2400 NE 95TH ST | SEATTLE | WA | 98115 | N/A | PC | Specific Assistance for the Basic Needs of the Children and Teens at Ryther Initiative | $5,000 |
| SAIL SAND POINT | |||||||
| 7777 62ND AVE NE STE 101 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $250 |
| SALISH SEA EXPEDITIONS | |||||||
| 1257 PATMOS LN NW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| SANCTUARY ART CENTER | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $250 |
| SANCTUARY ART CENTER | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | Performing Arts- Touring Program | $10,000 |
| SCIENCE AND MANAGEMENT OF ADDICTIONS | |||||||
| 4616 25TH AVE NE PMB 598 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,000 |
| SCIENCE FRIDAY INITIATIVE INC | |||||||
| 19 W 44TH ST STE 412 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $50 |
| SEATTLE ANIMAL SHELTER | |||||||
| 2061 15TH AVE W | SEATTLE | WA | 98119 | N/A | GOV | General & Unrestricted | $250 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVE NE | SEATTLE | WA | 98115 | N/A | PC | Nature Camp Program | $500 |
| SEATTLE MUSIC PARTNERS | |||||||
| 4533 SUNNYSIDE AVE N | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $300 |
| SEATTLE PUBLIC SCHOOLS | |||||||
| PO BOX 34165 | SEATTLE | WA | 98124 | N/A | GOV | Northgate Elementary Kindergarten Classroom | $99,052 |
| SEATTLE TILTH ASSOCIATION INC | |||||||
| 4649 SUNNYSIDE AVE N STE 100 | SEATTLE | WA | 98103 | N/A | PC | Just Garden Program | $5,000 |
| SEATTLE URBAN SQUASH | |||||||
| 921 N 82ND ST | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $300 |
| SENIOR SERVICES OF ISLAND COUNTY | |||||||
| 5518 WOODARD AVE | FREELAND | WA | 98249 | N/A | PC | Meals on Wheels for Rural Communities Program | $5,000 |
| SERVICE BOARD | |||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $1,500 |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $500 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SIFF | |||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $300 |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | N/A | PC | Our Valley, Our Future Membership Drive Initiative | $15,000 |
| SNO VALLEY TILTH | |||||||
| PO BOX 48 | CARNATION | WA | 98014 | N/A | PC | Experience Farming Project | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL COUNCIL OF SNOHOMIS | |||||||
| PO BOX 2269 | EVERETT | WA | 98203 | N/A | PC | Beds for Children Program | $5,000 |
| SOUND CHILD CARE SOLUTIONS | |||||||
| 1225 S WELLER ST STE 200 | SEATTLE | WA | 98144 | N/A | PC | Hoa Mai Vietnamese Bilingual Preschool at the Mt. Baker Light Rail Station Initiative | $5,000 |
| SOUTH SOUND ESTUARY ASSOCIATION | |||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | N/A | PC | Inspire Stewardship of Puget Sound Waters - On the Water Science Education Pilot Program | $5,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $550 |
| SPIN CAFE | |||||||
| PO BOX 2438 | OAK HARBOR | WA | 98277 | N/A | PC | SPIN facility improvement Project | $5,000 |
| ST THOMAS EPISCOPAL CHURCH | |||||||
| 8398 NE 12TH ST | MEDINA | WA | 98039 | N/A | PC | General & Unrestricted | $400 |
| STAND FOR CHILDREN LEADERSHIP CENTER - WASHINGTON | |||||||
| 3240 EASTLAKE AVE EAST STE 100 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $500 |
| STAND FOR CHILDREN LEADERSHIP CENTER - WASHINGTON | |||||||
| 3240 EASTLAKE AVE EAST STE 100 | SEATTLE | WA | 98102 | N/A | PC | Stand University for Parents Program | $10,000 |
| STOLENYOUTH | |||||||
| 1401 4TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $250 |
| SUIT DREAMS | |||||||
| 1204 DECATUR ST | BROOKLYN | NY | 11207 | N/A | PC | General & Unrestricted | $333 |
| SUMMER SCIENCE PROGRAM INC | |||||||
| PO BOX 410011 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $830 |
| SUQUAMISH ELEMENTARY READINGSTUDENT TUTOR COLLEGE | |||||||
| 18950 PARK AVE NE | SUQUAMISH | WA | 98392 | N/A | GOV | Rolling Reader/STAR College Grant Program of NKSD | $5,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 S L ST | TACOMA | WA | 98405 | N/A | PC | The REACH Center - Increasing Access to Community Resources Program | $5,000 |
| TEEN FEED | |||||||
| 4740 UNIVERSITY WAY NE B | SEATTLE | WA | 98105 | N/A | PC | Street Talk Outreach Program | $500 |
| THE WASHINGTON BUS EDUCATION FUND | |||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $1,000 |
| THE FISTULA FOUNDATION | |||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 |
| THE INTERNATIONAL DYSLEXIA ASSOC WASHINGTON STATE | |||||||
| 14702 SE 105TH ST | RENTON | WA | 98059 | N/A | PC | General & Unrestricted | $1,000 |
| THE MOUNTAINEERS | |||||||
| 7700 SAND POINT WAY NE | SEATTLE | WA | 98115 | N/A | PC | Filming of the Backcountry Impact Series Project | $8,000 |
| THE MUSTARD SEED PROJECT OF KEY PENINSULA | |||||||
| PO BOX 182 | VAUGHN | WA | 98394 | N/A | PC | General & Unrestricted | $1,000 |
| THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC | |||||||
| 1100 H ST NW NO ST 300 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $350 |
| THE NEW HAVEN READS COMMUNITY BOOK BANK INC | |||||||
| 45 BRISTOL ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $250 |
| THE SEATTLE ACADEMY OF ARTS AND SCIENCES | |||||||
| 1432 15TH AVE | SEATTLE | WA | 98122 | N/A | PC | Zamba Program | $333 |
| THEATER SCHMEATER | |||||||
| 300 LENORA ST 161 | SEATTLE | WA | 98121 | N/A | PC | 2015 Season Fund | $1,000 |
| TRANSITIONAL RESOURCES | |||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $500 |
| TRANSITIONAL RESOURCES | |||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PC | Puget Sound Networks (PSN) Program | $5,000 |
| UKRAINIAN COMMUNITY CENTER OF WASHINGTON | |||||||
| 17701 - 108TH AVE SE 336 | RENTON | WA | 98055 | N/A | PC | Improving Mental Health and Well-Being of Immigrant Families Program | $5,000 |
| UNIVERSITY BEYOND BARS | |||||||
| PO BOX 31525 | SEATTLE | WA | 98103 | N/A | PC | Expanding Access to Higher Education to Incarcerated Students | $5,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST STOP 1075 | TACOMA | WA | 98416 | N/A | PC | General & Unrestricted | $250 |
| UNIVERSITY OF WASHINGTON FOUNDATION - AUTISM CENTE | |||||||
| BOX 357920 | SEATTLE | WA | 98195 | N/A | PC | und-the-Future: Support Student Education Initiative | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | Dream Project, Live the Dream Scholarship Fund | $2,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | Teacher Residency Program | $60,000 |
| UNIVERSITY PREPARATORY ACADEMY | |||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $250 |
| VASHON COMMUNITY CARE FOUNDATION | |||||||
| PO BOX 2114 | VASHON | WA | 98070 | N/A | PC | Zap the Gap Program | $5,000 |
| VASHON-MAURY SENIOR CENTER | |||||||
| PO BOX 848 | VASHON | WA | 98070 | N/A | PC | Neighbor to Neighbor Program | $3,000 |
| VOICE OF VASHON | |||||||
| PO BOX 2397 | VASHON | WA | 98070 | N/A | PC | Arts on the Air Program | $4,500 |
| WASHINGTON APPLESEED | |||||||
| PO BOX 1111 | SEATTLE | WA | 98111 | N/A | PC | Reentry Guide: Resources Program | $5,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641024 | PULLMAN | WA | 99164 | N/A | PC | General & Unrestricted | $395 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 2ND AVE STE 300 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON WOMEN IN NEED | |||||||
| 232 5TH AVE S STE 201 | KIRKLAND | WA | 98033 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON WOMEN IN NEED | |||||||
| 232 5TH AVE S STE 201 | KIRKLAND | WA | 98033 | N/A | PC | Education Grant Program and WWIN Scholars | $5,000 |
| WATER PROJECT INC | |||||||
| 17 DEPOT ST STE 2 | CONCORD | NH | 03301 | N/A | PC | General & Unrestricted | $500 |
| WELLSPRING FAMILY SERVICES | |||||||
| 1900 RAINIER AVE S | SEATTLE | WA | 98144 | N/A | PC | Dads Domestic Violence Program | $1,000 |
| WESTERN MASSACHUSETTS CLIMBERS COALITION | |||||||
| 25 PARKVIEW DR | SOUTH HADLEY | MA | 01075 | N/A | PC | General & Unrestricted | $265 |
| WHALE TRAIL | |||||||
| 6523 CALIFORNIA AVE SW 410 | SEATTLE | WA | 98136 | N/A | PC | The Whale Trail Initiative | $5,000 |
| WHATCOM CENTER FOR EARLY LEARNING | |||||||
| 2001 H ST | BELLINGHAM | WA | 98225 | N/A | PC | Interactive Playgroups for Very Young Children Project | $5,000 |
| WHATCOM LAND TRUST | |||||||
| 412 N COMMERCIAL ST | BELLINGHAM | WA | 98225 | N/A | PC | Cascades to Chuckanuts Conservation Project | $15,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| WING-IT PRODUCTIONS | |||||||
| 5510 UNIVERSITY WAY NE | SEATTLE | WA | 98105 | N/A | PC | Jet City Improv Outreach Program | $5,000 |
| WORLD WITHOUT HATE INC | |||||||
| PO BOX 601461 | DALLAS | TX | 75360 | N/A | PC | General & Unrestricted | $500 |
| YALE UNIVERSITY ALUMNI FUND | |||||||
| PO BOX 1890 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $250 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF OLYMPIA | |||||||
| 220 UNION AVE SE | OLYMPIA | WA | 98501 | N/A | PC | Girls Without Limits!: Beyond Summer Camp Program | $5,000 |
| YOUTH FOR CHRIST USA INC | |||||||
| PO BOX 75128 | SEATTLE | WA | 98175 | N/A | PC | Youth Partner Mentor Initiative | $5,000 |
| YOUTH SUICIDE PREVENTION PROGRAM | |||||||
| PO BOX 31817 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $1,000 |
| YOUTHCARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,550 |
| YWCA PIERCE COUNTY | |||||||
| 405 BROADWAY | TACOMA | WA | 98402 | N/A | PC | YWCA Children's Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,078,302 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $789,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INTEREST INCOME FROM NOTES RECEIVABLE | 01 | $25,274 |
| BANK CHARGE REFUND | 01 | $122 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,185,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,185,280 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| John Backus |
| *removed from position in 2015 |
| Massimo D Backus |
| *removed from position in 2015 |
| Willard Steckel |
| *removed from position in 2015 |
| Susan B Stoller |
| *removed from position in 2015 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOT 2 BLOCK 4 - SH | PropertyDesc |
| Cost Or Other Basis | $308,300 | CostOrOtherBasisAmt |
| Computation Method | L | ComputationMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALABAMA POWER CO - 3.550% - 12 | $149,560 | $154,308 |
| APPLE INC - 2.500% - 02/09/202 | $235,868 | $239,149 |
| AT&T CORP - 5.800% - 02/15/201 | $177,285 | $165,488 |
| AT&T INC GLBL NT - 3.000% - 02 | $182,411 | $172,303 |
| BALTIMORE CNTY - 3.800% - 11/0 | $204,102 | $204,806 |
| BERKSHIRE HATHAWAY FIN CORP - | $110,482 | $108,963 |
| BERKSHIRE HATHAWAY FIN CORP - | $109,770 | $108,541 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $266,990 | $263,478 |
| BOTTLING GROUP - 5.125% - 01/1 | $174,633 | $164,289 |
| BP CAP MKTS P L C GTD NT - 4.7 | $176,274 | $164,741 |
| BP CAPITAL MARKETS - 3.561% - | $217,119 | $204,004 |
| BP CAPITAL MARKETS PLC - 4.500 | $164,083 | $160,542 |
| CATERPILLAR INC NT - 5.700% - | $139,588 | $128,555 |
| CLOROX CO DEL SR NT - 5.950% - | $115,616 | $107,407 |
| COLGATE PALMOLIVE CO MTNS BE - | $105,645 | $103,436 |
| COMWLTH EDISON CO - 3.400% - 0 | $104,292 | $103,800 |
| COSTCO WHOLESALE CORP - 5.500% | $113,710 | $105,261 |
| DUKE ENERGY OHIO 1MTG BD - 3.8 | $103,401 | $104,409 |
| ELI LILLY & CO BD - 5.200% - 0 | $83,506 | $78,543 |
| GOOGLE INC - 3.375% - 02/25/20 | $214,328 | $210,394 |
| HONEYWELL INT - 5.300% - 03/15 | $112,589 | $104,836 |
| ILLINIOS TOOL - 3.500% - 03/01 | $253,998 | $256,925 |
| JOHNSON & JOHNSON - 5.550% - 0 | $80,446 | $74,859 |
| NATURAL RURAL UTILS - 5.450% - | $118,651 | $104,723 |
| NORDSTROM INC - 6.250% - 01/15 | $145,405 | $141,106 |
| PACIFICORP NOTE - 3.850% - 06/ | $108,385 | $105,177 |
| PEPSI CO - 2.750% - 04/30/2025 | $240,148 | $242,493 |
| PEPSICO INC - 2.750% - 03/01/2 | $193,534 | $199,198 |
| PEPSICO INC NOTE - 3.125% - 11 | $76,395 | $77,653 |
| PEPSICO INC NOTES - 4.500% - 0 | $328,923 | $325,826 |
| POTOMAC ELEC PWR CO - 3.600% - | $210,988 | $206,866 |
| PRECISION CASTPARTS CORP - 2.5 | $249,591 | $241,208 |
| SHELL INTERNATIONAL FIN - 4.30 | $106,208 | $106,580 |
| SHELL INTL FIN - 2.250% - 01/0 | $245,114 | $233,970 |
| SOUTH CAROLINA ELEC & GAS CO - | $110,880 | $108,380 |
| TOTAL CAPITAL - 2.700% - 01/25 | $101,246 | $95,865 |
| TOTAL CAPITAL GTD NT - 4.450% | $113,836 | $107,631 |
| TOTAL CAPITAL INTL - 3.700% - | $50,957 | $50,677 |
| UNION ELEC CO - 6.700% - 02/01 | $251,983 | $227,266 |
| UNITED PARCEL SRVC NT - 5.500% | $111,640 | $108,232 |
| VIRGINIA ELEC & POWER CO - 3.4 | $105,092 | $102,783 |
| VIRGINIA ELEC & PWR CO - 2.950 | $366,861 | $352,047 |
| WAL MART STORES - 3.625% - 07/ | $111,289 | $107,020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $181,000 | $224,550 |
| ABBVIE INC | $216,581 | $296,200 |
| AGCO CP | $233,566 | $181,560 |
| ALLEGHANY CP | $199,001 | $191,172 |
| ALPHABET INC | $200,436 | $304,311 |
| AMEREN ILL PUB 4.25 | $263,231 | $319,917 |
| AMEREN ILL PUB 5.16 | $150,750 | $167,605 |
| AMERICAN EAGLES OUTFITTERS INC | $233,003 | $193,750 |
| AMERICAN EXPRESS CO | $239,260 | $208,650 |
| APPLIED MATERIALS INC | $75,990 | $93,350 |
| ASH GROVE CEMENT CO | $208,810 | $260,000 |
| AUTOMATIC DATA PROCESSING INC | $162,692 | $338,880 |
| BANK OF MONTREAL | $178,892 | $169,260 |
| BAXALTA INCORPORATED | $95,336 | $117,090 |
| BAXTER INTERNATIONAL INC | $111,874 | $114,450 |
| BOEING CO | $131,363 | $144,590 |
| BOSWELL JG CO | $143,211 | $158,750 |
| C H ROBINSON WORLDWIDE INC | $203,793 | $248,080 |
| CDK GLOBAL INC | $23,069 | $63,278 |
| CHEVRON CORP | $51,865 | $89,960 |
| CONN LT & PWR 3.24% | $71,960 | $74,480 |
| CUMMINS INC | $347,857 | $264,030 |
| DAYTON PWR < 3.75 A PR | $45,724 | $57,558 |
| DIAMOND OFFSHORE DRL | $41,110 | $21,100 |
| DIGITAL RLTY TR INC | $185,161 | $302,480 |
| DOVER CORP | $72,768 | $61,310 |
| DUQUESNE LIGHT 3.75 PFD | $65,750 | $111,775 |
| DUQUESNE LIGHT CO PFD 4.10% | $26,000 | $28,925 |
| EMC CORP | $279,399 | $256,800 |
| EMERSON ELECTRIC CO | $229,110 | $239,150 |
| EQUINIX, INC | $54,508 | $146,664 |
| EXXON MOBIL CORP | $148,118 | $155,900 |
| FIRST NATIONAL BANK | $2,264,999 | $1,402,999 |
| FRMRS & MRCHNT BK LONG BEACH C | $655,199 | $730,079 |
| GENERAL ELECTRIC CO | $249,977 | $311,500 |
| HOLOGIC, INC | $44,242 | $134,757 |
| IMPERIAL OIL LMT | $170,344 | $130,080 |
| INDPLS PWR & LT 5.65 PFD | $103,800 | $120,713 |
| INTEL CORP | $129,297 | $206,700 |
| ISHARES MSCI PACIFIC EX-JAPAN | $226,421 | $189,455 |
| ISHARES S&P EUROPE 350 INDEX | $105,534 | $80,220 |
| ISHARES TRUST MSCI EAFE INDEX | $332,571 | $234,880 |
| JOHNSON & JOHNSON | $126,093 | $205,440 |
| LINDSAY CORP | $154,941 | $144,800 |
| MERCK & CO INC | $176,406 | $264,100 |
| MICROSOFT CORP | $147,838 | $332,880 |
| MISS PWR CO 4.72PR | $104,625 | $117,070 |
| MONARCH CEMENT CO | $186,145 | $225,000 |
| MS DW EMERGING MKT | $102,211 | $44,975 |
| NESTLE S.A | $218,051 | $297,680 |
| NIAGARA MOHAWK POWER CORP | $60,838 | $70,835 |
| NOVO NORDISK A S | $126,093 | $370,260 |
| NSTAR ELECT 4.78 PFD | $72,675 | $85,797 |
| PACCAR INC | $258,175 | $284,400 |
| PACIFIC GAS EL 4.50 | $9,225 | $10,800 |
| PAYCHEX | $224,622 | $264,450 |
| PEPSICO INC | $252,412 | $399,680 |
| POTLATCH CORP | $192,624 | $151,200 |
| RAYONIER INC | $158,264 | $249,750 |
| RED HAT, INC | $52,779 | $133,076 |
| ROYAL DUTCH SHEL PLC | $43,437 | $46,040 |
| ROYAL DUTCH SHELL CL A | $240,925 | $183,160 |
| SOUTH CA EDIS 408 PF | $73,200 | $91,360 |
| STARBUCKS CORP | $113,439 | $600,299 |
| TESLA MOTORS INC | $10,619 | $90,004 |
| TEVA PHARMACEUTICAL INDUSTRIES | $158,383 | $262,560 |
| THE JM SMUCKER COMPANY | $203,158 | $246,680 |
| UNION ELECTRIC CO 4.5% | $174,125 | $190,000 |
| UNITED TECHNOLOGIES CORP | $216,703 | $192,140 |
| VANGUARD FTSE EMERGING MARKETS | $96,806 | $65,420 |
| VANGUARD MID-CAP ETF | $210,401 | $204,187 |
| VANGUARD MID-CAP GROWTH ETF | $83,927 | $81,762 |
| VANGUARD MID-CAP VALUE INDEX | $83,790 | $80,793 |
| VANGUARD SM-CAP ETF | $111,469 | $106,214 |
| VANGUARD SMALL-CAP GROWTH ETF | $55,695 | $53,434 |
| VANGUARD SMALL-CAP VALUE ETF | $56,277 | $53,336 |
| VODAFONE GROUP PLC | $113,527 | $70,359 |
| W T B FINL CORP CMT CL B | $384,300 | $415,800 |
| WAL-MART STORES INC | $276,911 | $288,110 |
| WALT DISNEY HOLDINGS CO | $249,874 | $262,700 |
| WASH REAL EST INV TR MARYLAND | $255,667 | $257,422 |
| WASHINGTON FED INC | $197,711 | $238,300 |
| WELLTOWER INC | $247,615 | $333,347 |
| WEYERHAEUSER CO | $116,117 | $224,850 |
| WISDOMTREE MIDCAP DIVIDEND F | $42,209 | $40,255 |
| WISDOMTREE SC DIV | $28,105 | $25,972 |
| XILINX INC | $215,297 | $258,335 |
| XYLEM INC | $195,244 | $273,750 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $227,995 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $232,588 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LOT 2 BLOCK 4 - SH | CategoryOrItemTxt |
| Cost Or Other Basis | $308,300 | CostOrOtherBasisAmt |
| Book Value | $308,300 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $63 | LegalFeesAmt |
| Disbursements Charitable Prps | $63 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOMESIGHT - PRI | $100,000 | $100,000 |
| LIFELONG AIDS ALLIANCE - PRI | $444,000 | $444,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $64,163 | $64,163 |
| State or Local Filing Fees | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INTEREST INCOME FROM NOTES RECEIVABLE | $25,274 | $25,274 |
| BANK CHARGE REFUND | $122 | $122 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARM POWER NORTHWEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $185,715 | LoanOriginalAmt |
| Balance Due | $185,715 | BalanceDueAmt |
| Note | 2009-01 | NoteDt |
| Loan Maturity | 2018-12 | LoanMaturityDt |
| Repayment Terms | QUARTERLY INTEREST | RepaymentTermsTxt |
| Interest | 7. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | BUY BACK LLC INTEREST | LoanPurposeTxt |
| Lender Consideration | CONVERSION OF LLC TO NOTE | LenderConsiderationDesc |
| Consideration FMV | $185,715 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $77,836 | Amt |
| Net Investment Income | $77,836 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $39,800 | |
| Foreign Tax Paid | $9,130 | $9,130 |
| Property Taxes | $4,575 | $4,575 |