VADON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VADON FOUNDATION (EIN 46-3669945)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349101935
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T11:33:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE SUITE 1600 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | 463669945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VADON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VADO | BusinessNameControlTxt |
| Phone | 4254458532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 SECOND AVE 294 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK VADON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2066266000 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSON PETERS | PreparerPersonNm |
| PTIN | P01821268 | PTIN |
| Phone | 2065777880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,571,410 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,043 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $217 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $93 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,505 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,495 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,734 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,734 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,301 | CashBOYAmt |
| Cash EOY | $5,134 | CashEOYAmt |
| Cash EOYFMV | $5,134 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $237,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,071 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,335,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,496,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,514,205 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,615,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,554,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,571,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,615,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,554,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,615,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,554,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,615,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,554,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,615,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,554,044 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,554,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.823 SHARES GOOGLE CL C | P | 2014-07-17 | 2015-05-04 | $458 | $468 | -$10 | -$10 |
| 140 SHARES AMAZON | D | 2015-03-23 | $53,001 | $11,437 | $41,564 | $41,564 | |
| 1,400 SHARES APPLE INC. | D | 2015-11-04 | $178,173 | $26,137 | $152,036 | $152,036 | |
| 115 SHARES YAHOO | D | 2011-08-25 | 2015-03-23 | $4,019 | $1,484 | $2,535 | $2,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,148 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,304,053 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,084 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $982,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028578 | DistributionYr2Rt |
| Total Distribution | 0.058598 | TotalDistributionRt |
| Average Distribution | 0.029299 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,604,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,116 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,339 | 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 | $2,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,113 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,113 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,000 | OverpaymentAmt |
| Applied To ES Tax | $11,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | SHELBY YARNELL | IndividualWithBooksNm |
| Phone | 4254458532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2608 SECOND AVE 294 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MATTIE VADON | ||||||||
| 2608 SECOND AVE 294 | SEATTLE | WA | 98121 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARK VADON | ||||||||
| 2608 SECOND AVE 294 | SEATTLE | WA | 98121 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,481,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,628,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,628,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,604,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,113 | TotalTaxAmt |
| Distributable Before Adj | $78,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,339 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,339 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,113 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $12,710 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,339 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,950 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,710 | ExcessFromYear2Amt |
| Excess From Current Year | $15,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTIE VADON | ContributingManagerNm |
| Contributing Manager | MARK VADON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KUOW | ||||||
| 4518 UNIVERSITY WAY NE SUITE 310 | SEATTLE | WA | 98105 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| SAWHORSE REVOLUTION | ||||||
| 513 FEDERAL AVENUE E | SEATTLE | WA | 98102 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| TREEHOUSE | ||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| WACAP | ||||||
| PO BOX 88948 | SEATTLE | WA | 88948 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| WELLSPRING FAMILY SERVICE | ||||||
| 1900 RAINIER AVE S | SEATTLE | WA | 98144 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| STOLEN YOUTH | ||||||
| PO BOX 296 | SEATTLE | WA | 98111 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| TEAM READ | ||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| CHILD CARE RESOURCES | ||||||
| 1225 S WELLER ST | SEATTLE | WA | 98144 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| MARY'S PLACE | ||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| NORTHWEST HARVEST | ||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| RAINIER VALLEY FOOD BANK | ||||||
| 4205 RAINIER AVENUE SOUTH | SEATTLE | WA | 98118 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| SEATTLE MUSIC PARTNERS | ||||||
| 4533 SUNNYSIDE AVENUE N | SEATTLE | WA | 98103 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| SOLID GROUND WASHINGTON | ||||||
| 1501 NORTH 45TH STREET | SEATTLE | WA | 98103 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| COYOTE CENTRAL | ||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| FARESTART | ||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $1,000 |
| BERTSCHI SCHOOL | ||||||
| 2227 TENTH AVENUE EAST | SEATTLE | WA | 98102 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $59,934 |
| CHILDREN'S TUMOR FOUNDATION | ||||||
| 120 WALL STREET 16TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $3,500 |
| RWANDA GIRLS INITIATIVE | ||||||
| PO BOX 325 | MEDINA | WA | 98039 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $10,000 |
| SMOOCH - SEATTLE CHILDREN'S | ||||||
| PO BOX 50020 | SEATTLE | WA | 98145 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $2,500 |
| SEATTLE SYMPHONY | ||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | PUBLIC CHARITY 501(C | FURTHER ORGANIZATIONS CHARITABLE GOALS | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,734 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,498 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $3,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,495 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BOOK BASIS IN EXCESS OF STOCK GRANTS | AssetDesc |
| Acquired | 2011-08 | AcquiredDt |
| How Acquired | DONATED | HowAcquiredTxt |
| Sold | 2015-11 | SoldDt |
| Basis | $5,827 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$5,827 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC SHARES | $214,019 | $189,994 |
| AMAZON SHARES | $0 | $0 |
| BERKSHIRE HATHAWAY SHARES | $605,805 | $606,064 |
| ALPHABET A | $24,579 | $93,361 |
| ISHARES TR SHARES | $323,241 | $283,344 |
| YAHOO SHARES | $0 | $0 |
| ALPHABET C | $210,470 | $227,664 |
| ALIBABA | $118,725 | $113,778 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $310 | LegalFeesAmt |
| Net Investment Income | $217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $93 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |