GREER-SOLIEN FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREER-SOLIEN FUND (EIN 27-3143566)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-21
- IRS object ID
- 201621129349100827
- 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
- Schedule B
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-21T14:04:00-05:00 | 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 | 273143566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The GreerSolien Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GREE | 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 | STEPHANIE M SOLIEN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-12 | 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 | 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 | $337,198 | 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 | $249,927 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,529 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,579 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,553 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $248,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,198 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $248,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $337,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $337,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $248,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $337,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $248,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $337,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $337,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $248,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,617 | ExcessRevenueOverExpensesAmt |
| Subtotal | $337,198 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $337,198 | 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 | $250,344 | GrossSalesPriceAmt |
| Cost Or Other Basis | $83,815 | CostOrOtherBasisAmt |
| Gain Or Loss | $166,529 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $166,529 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $156,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.506789 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.516969 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.016628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.555836 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 7.596222 | TotalDistributionRt |
| Average Distribution | 1.519244 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $185,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,756 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $283,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,332 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,332 | SubtotalAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,332 | TaxDueAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Frank Greer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Stephanie Solien | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $188,282 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $188,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $185,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,332 | TotalTaxAmt |
| Distributable Before Adj | $5,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,225 | 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 | $160,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $160,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,941 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $79,593 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,284 | RemainingDistriFromCorpusAmt |
| Total Corpus | $609,923 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $609,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,593 | ExcessFromYear4Amt |
| Excess From Year3 | $96,247 | ExcessFromYear3Amt |
| Excess From Year2 | $127,398 | ExcessFromYear2Amt |
| Excess From Year1 | $152,401 | ExcessFromYear1Amt |
| Excess From Current Year | $154,284 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Frank Greer | ContributingManagerNm |
| Contributing Manager | Stephanie Solien | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PHILIP RANDOLPH INSTITUTE TACOMA CHAPTER | |||||||
| PO BOX 8913 | TACOMA | WA | 98419 | N/A | PC | General & Unrestricted | $500 |
| AMARA | |||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN LIVER FOUNDATION | |||||||
| 39 BROADWAY FL 27 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $500 |
| BLUE NILE CHILDRENS ORGANIZATION | |||||||
| PO BOX 28658 | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $5,000 |
| CASCADE PUBLIC MEDIA | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $500 |
| CLASSICAL 98 1 | |||||||
| 10 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| CLIMATE SOLUTIONS | |||||||
| 1402 3RD AVE STE 1305 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $8,000 |
| COFFELT FARM STEWARDS | |||||||
| 1071 CROW VALLEY RD | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $1,000 |
| COLLEGE SUCCESS FOUNDATION | |||||||
| 1605 NW SAMMAMISH RD STE 200 | ISSAQUAH | WA | 98027 | N/A | PC | Cecilia Silva Scholarship Fund | $6,250 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON | |||||||
| 9 S WENATCHEE AVE | WENATCHEE | WA | 98801 | N/A | PC | Okanagan Fire Fund | $1,000 |
| CONSERVATION FOUNDATION OF THE GULF COAST INC | |||||||
| PO BOX 902 | OSPREY | FL | 34229 | N/A | PC | General & Unrestricted | $500 |
| CONSERVATION NORTHWEST | |||||||
| 1208 BAY ST STE 201 | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $2,500 |
| COOLMOM | |||||||
| PO BOX 12122 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $1,000 |
| CROSSCUT PUBLIC MEDIA | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $2,500 |
| EARTH MINISTRY | |||||||
| 6512 23RD AVE NW STE 317 | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $500 |
| ECONOMIC OPPORTUNITY INSTITUTE | |||||||
| 603 STEWART ST STE 715 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,500 |
| EVERGREEN STATE COLLEGE FOUNDATION | |||||||
| 2700 EVERGREEN PKY NW L1113 | OLYMPIA | WA | 98505 | N/A | PC | Center for Sustainable Infrastructure Program | $2,500 |
| FRIENDS OF KEXP | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF MORAN STATE PARK | |||||||
| PO BOX 1961 | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF THE SAN JUANS | |||||||
| PO BOX 1344 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $1,000 |
| FUSE EDUCATION FUND | |||||||
| 1402 3RD AVE 310 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| FUTUREWISE | |||||||
| 816 2ND AVE STE 200 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $2,000 |
| GRIST MAGAZINE INC | |||||||
| 1201 WESTERN AVE STE 410 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| HOPELINK | |||||||
| 10675 WILLOWS RD NE STE 275 | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $1,000 |
| JIMMY MILLER MEMORIAL FOUNDATION | |||||||
| 2711 SEPULVEDA BLVD 331 | MANHATTAN BEACH | CA | 90266 | N/A | PC | Film project "Resurface" | $1,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,000 |
| LATINO COMMUNITY FUND OF WASHINGTONSTATE | |||||||
| PO BOX 30669 | SEATTLE | WA | 98113 | N/A | PC | Communities of Color for Climate Justice Project | $2,500 |
| LONG LIVE THE KINGS | |||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,500 |
| LUMMI NATION SERVICE ORGANIZATION | |||||||
| 2665 KWINA RD | BELLINGHAM | WA | 98226 | N/A | PC | General & Unrestricted | $1,000 |
| NEW HORIZONS MINISTRIES NHM | |||||||
| 2709 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHWEST ECOBUILDING GUILD | |||||||
| 120 STATE AVE NE 303 | OLYMPIA | WA | 98501 | N/A | PC | Edible Forest Gardens Program | $1,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| ONEAMERICA | |||||||
| 1225 S WELLER ST STE 430 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,500 |
| OPAL COMMUNITY LAND TRUST | |||||||
| PO BOX 1133 | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $2,500 |
| ORCAS ANIMAL PROTECTION SOCIETY | |||||||
| 84A HOPE LN | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $250 |
| ORCAS CENTER | |||||||
| PO BOX 567 | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $500 |
| ORCAS ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 1496 | EASTSOUND | WA | 98245 | N/A | PC | General & Unrestricted | $2,500 |
| ORCAS ISLAND COMMUNITY FOUNDATION | |||||||
| PO BOX 1496 | EASTSOUND | WA | 98245 | N/A | PC | Exchange Phoenix Fund | $1,000 |
| PACIFIC LUTHERAN UNIVERSITY | |||||||
| 2601 4TH AVE STE 150 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $500 |
| PATH | |||||||
| 2201 WESTLAKE AVE STE 200 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| PAWS LEE COUNTY INC | |||||||
| 7129 S BRENTWOOD RD | FORT MYERS | FL | 33919 | N/A | PC | General & Unrestricted | $500 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | N/A | PC | Scholarships Fund | $2,000 |
| PROJECT AKILAH INC | |||||||
| 195 PLYMOUTH ST STE 2/4 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 |
| PUGET SOUND SAGE | |||||||
| 1032 S JACKSON ST STE 203 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $2,500 |
| QUEEN ANNE HELPLINE INC | |||||||
| 311 W MCGRAW ST | SEATTLE | WA | 98119 | N/A | PC | General & Unrestricted | $1,000 |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $1,000 |
| ROOM ONE | |||||||
| PO BOX 222 | TWISP | WA | 98856 | N/A | PC | Okanagan Fire Fund | $1,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| PO BOX 759 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $1,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $500 |
| SEATTLE GIRLS SCHOOL | |||||||
| 2706 S JACKSON ST | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $500 |
| SEATTLE OPERA | |||||||
| 1020 JOHN ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $1,000 |
| SIGHTLINE INSTITUTE | |||||||
| 1402 3RD AVE STE 500 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| SOCIAL JUSTICE FUND NORTHWEST | |||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,000 |
| SOCIAL VENTURE PARTNERS | |||||||
| 220 2ND AVE S 300 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $10,000 |
| SUSTAINABLE PATH FOUNDATION | |||||||
| 107 SPRING ST | SEATTLE | WA | 98104 | N/A | PC | Oceans Initiative | $1,000 |
| TOWN HALL ASSOCIATION | |||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,500 |
| TOWN HALL ASSOCIATION | |||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | N/A | PC | Capital Campaign | $25,000 |
| TSolowoniuk | |||||||
| 613 W Emerson Street Apt 101 | Seattle | WA | 98119 | NONE | I | Short-term Emergency Assistance Grant | $1,200 |
| T Solowoniuk | |||||||
| 613 W Emerson Street Apt 101 | Seattle | WA | 98119 | NONE | I | Short-term Emergency Assistance Grant | $4,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | Randell Research Center Program | $1,000 |
| USEPPA ISLAND HISTORICAL SOCIETY INC | |||||||
| PO BOX 640 | BOKEELIA | FL | 33922 | N/A | PC | General & Unrestricted | $4,000 |
| VETERANS FOR PEACE INC | |||||||
| 216 S MERAMEC AVE | SAINT LOUIS | MO | 63105 | N/A | PC | Vietnam Chapter 160 Division | $2,500 |
| WASHINGTON BUS EDUCATION FUND | |||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| 1402 3RD AVE STE 1400 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $5,000 |
| WASHINGTON GREEN SCHOOLS | |||||||
| 4649 SUNNYSIDE AVE N STE 203 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON PROGRESS FUND | |||||||
| 1402 3RD AVE STE 201 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $6,000 |
| WASHINGTON TOXICS COALITION | |||||||
| 4649 SUNNYSIDE AVE N STE 540 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $500 |
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | |||||||
| OLD MAIN 430 516 HIGH ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $500 |
| WILDLIFE HEALTH CENTER FOUNDATION | |||||||
| PO BOX 298 | DAVIS | CA | 95617 | N/A | PC | SeaDoc Society, Orcas Island, WA Division | $5,000 |
| WOLF HOLLOW WILDLIFE REHABILITATION CENTRE | |||||||
| PO BOX 391 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $500 |
| XERCES SOCIETY INC | |||||||
| 628 NE BROADWAY ST STE 200 | PORTLAND | OR | 97232 | N/A | PC | General & Unrestricted | $500 |
| YOUTHCARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,200 | 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 | $50 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Greer Frank | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 588 Bell Street | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,927 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STARBUCKS CORP COM SBUX, 830 sh. | $49,937 | 2015-12-23 |
| 1 | EURONET WORLDWIDE INC EEFT, 680 sh. | $49,912 | 2015-12-23 |
| 1 | MICROSOFT CORP MSFT, 900 sh. | $50,094 | 2015-12-23 |
| 1 | AMGEN INC AMGN, 615 sh. | $99,984 | 2015-12-23 |
Depreciation Schedule DepreciationSchedule
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $156,200. This amount represents over 25% of the Foundation's net assets of $248,581 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $4,000 | $4,000 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2014 | CategoryTxt |
| Amt | $1,553 | Amt |