TEW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TEW FOUNDATION (EIN 91-1817398)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202513109349101346
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T18:23:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 110TH AVE NE SUITE 700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911817398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEWF | BusinessNameControlTxt |
| Phone | 2064874300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 7TH AVE 409 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN POHL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2064874300 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH B HUANG | PreparerPersonNm |
| PTIN | P00745974 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,781,431 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,251,640 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $431,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,447,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,055,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,832,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,151,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,266,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $252,567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,773 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $144,794 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $164,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,232 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $418,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,032,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,032,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,450,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,178,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,700,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,157,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $164,632 | CashEOYAmt |
| Cash EOYFMV | $164,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,942,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,334,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,334,438 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,723,158 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,971,701 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,971,701 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,542,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,017,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,017,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,012,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,504,918 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,504,918 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $788,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $788,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $788,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,008,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,781,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,781,431 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $17,819 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $16,990,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,781,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,990,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,781,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,008,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,781,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,990,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,700,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $89,983 | OtherIncreasesAmt |
| Subtotal | $22,781,431 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,781,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $9,777,416 | $8,215,041 | $1,562,375 | $1,562,375 |
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $7,277,981 | $8,094 | $7,269,887 | $7,269,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,832,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,181 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $180,181 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,892 | OverpaymentAmt |
| Applied To ES Tax | $52,892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | JANELL TURNER | IndividualWithBooksNm |
| Phone | 2064874300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 7TH AVE 409 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ANN P WYCKOFF | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAUL L WYCKOFF | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARTHA WYCKOFF | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | TREASURER | 2.00 | $0 | $0 | $0 |
| SHEILA WYCKOFF-DICKEY | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUSAN POHL | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ALISON MILLIMAN | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DANIEL M ASHER | ||||||||
| 1809 7TH AVE 409 | SEATTLE | WA | 98101 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5268 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $92,856 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,736,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,562,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $788,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,087,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,087,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $286,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,800,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $940,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $940,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,289 | TotalTaxAmt |
| Distributable Before Adj | $812,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $812,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $812,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,178,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,178,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $812,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,089 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,005,914 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,138,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,537,746 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,967,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,695,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,178,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $812,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,365,772 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,061,723 | 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 | $46,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,015,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,005,914 | ExcessFromYear4Amt |
| Excess From Year3 | $2,138,763 | ExcessFromYear3Amt |
| Excess From Year2 | $2,537,746 | ExcessFromYear2Amt |
| Excess From Year1 | $1,967,439 | ExcessFromYear1Amt |
| Excess From Current Year | $2,365,772 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN P WYCKOFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 1900 25TH AVE S | SEATTLE | WA | 98144 | PC | SERVICE TO THE ARMED FORCES | $25,000 |
| BURKE MUSEUM ASSOCIATION | ||||||
| 4303 MEMORIAL WAY NORTHEAST | SEATTLE | WA | 98195 | PC | BURKE BOX SHIPPING 24-25 | $12,500 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | DISASTER/EMERGENCY RELIEF | $100,000 |
| CLASSICAL KING FM | ||||||
| 363 MERCER STREET SUITE 200 | SEATTLE | WA | 98109 | PC | GENERAL OPERATIONS | $5,000 |
| DICKINSON COLLEGE | ||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | PC | ARTIC AND ALPINE STUDIES ENDOWMENT | $400,000 |
| DUCKS UNLIMITED INC | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | WINGS & WETLANDS NW | $10,000 |
| EVERGREEN GOODWILL | ||||||
| 700 DEARBORN PL S | SEATTLE | WA | 98144 | PC | ADULT BASIC EDUCATION PROGRAM | $15,000 |
| FOREST RIDGE SCHOOL OF THE SACRED HEART | ||||||
| 4800 139TH AVE SE | BELLEVUE | WA | 98006 | PC | 2024/25 FOREST RIDGE FUND | $5,000 |
| FRACTURED ATLAS INC | ||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | PC | ROCKLAND RESIDENCY AFRICAN AMERICAN COHORT | $10,000 |
| FRIENDS OF LOPEZ ISLAND POOL | ||||||
| 70 POOL LN | LOPEZ ISLAND | WA | 98261 | PC | GENERAL BUILDING FUND | $25,000 |
| GOT GREEN | ||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | GENERAL SUPPORT | $100,000 |
| GRIST | ||||||
| PO BOX 12710 | SEATTLE | WA | 98111 | PC | LOCAL NEWS/INDIGENOUS DESK | $100,000 |
| HABITAT FOR HUMANITY SEATTLE-KING CO | ||||||
| 500 NACHES AVENUE SW SUITE 200 | RENTON | WA | 98057 | PC | HOME REPAIR PROGRAMS | $100,000 |
| HABITAT FOR HUMANITY SEATTLE-KING CO | ||||||
| 500 NACHES AVENUE SW SUITE 200 | RENTON | WA | 98057 | PC | HOME REPAIR PROGRAMS | $100,000 |
| KUOW PUGET SOUND PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | PC | CONTENT GROWTH, AUDIENCE DEVELOPMENT, AND DIGITAL PLATFORMS | $50,000 |
| LI FAMILY RESOURCE CENTER | ||||||
| 23 PEAR TREE ROAD | LOPEZ ISLAND | WA | 98261 | PC | YOUTH LEADERSHIP PROGRAMS | $10,000 |
| MAINE HUTS & TRAILS | ||||||
| 496 MAIN ST | KINGFIELD | ME | 04947 | PC | 2024 RESILIENCY AND SUSTAINABILITY PROJECT | $100,000 |
| MINI MART CITY PARK | ||||||
| 6525 ELLIS AVE S | SEATTLE | WA | 98108 | PC | GENERAL SUPPORT | $125,000 |
| MULTICARE BEHAVIORAL HEALTH FDN | ||||||
| PO BOX 5296 MS1313-3-FND | TACOMA | WA | 98415 | PC | NAVOS CHILD YOUTH FAM MENTAL HEALTH | $25,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 180 NICKERSON ST SUITE 100 | SEATTLE | WA | 98109 | PC | MS NAVIGATOR SERVICES NW CHAPTER | $50,000 |
| NORTHWEST FILM FORUM | ||||||
| 911 24TH AVE | SEATTLE | WA | 98122 | PC | WA NA WARI ART EXHIBITIONS | $30,000 |
| NW CHILDREN'S FOUNDATION | ||||||
| 2100 24TH AVE S 320 | SEATTLE | WA | 98144 | PC | HEAL CHILDREN, STRENGTHEN FAMILIES, AND EMPOWER YOUTH | $20,000 |
| NW CHILDREN'S FOUNDATION | ||||||
| 2100 24TH AVE S 320 | SEATTLE | WA | 98144 | PC | HEAL CHILDREN, STRENGTHEN FAMILIES, AND EMPOWER YOUTH | $10,000 |
| PATH WITH ART | ||||||
| 200 MERCER ST | SEATTLE | WA | 98109 | PC | ARTTRANSFORMS | $90,000 |
| PATH WITH ART | ||||||
| 200 MERCER ST | SEATTLE | WA | 98109 | PC | ARTTRANSFORMS | $80,000 |
| PLANNED PARENTHOOD | ||||||
| 2001 E MADISON STREET | SEATTLE | WA | 98122 | PC | GENERAL OPERATIONS | $50,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | PC | GENERAL SUPPORT | $44,000 |
| SEATTLE ART MUSEUM | ||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | PC | TARIQA WATERS EXHIBITION | $50,000 |
| SEATTLE CHILDREN'S THEATRE | ||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | PC | GENERAL OPERATIONS | $5,000 |
| SEATTLE NEIGHBORHOOD GREENWAYS | ||||||
| 1424 11TH AVE SUITE 400 | SEATTLE | WA | 98122 | PC | GENERAL SUPPORT | $50,000 |
| SEATTLE OPERA | ||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL SUPPORT 24/25 SEASON | $116,000 |
| SEATTLE REPERTORY THEATRE | ||||||
| 155 MERCER ST | SEATTLE | WA | 981099723 | PC | EDUCATION & COMMUNITY PROGRAMS | $100,000 |
| SEATTLE SYMPHONY | ||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | PC | GENERAL OPERATIONS | $40,000 |
| SHUNPIKE | ||||||
| 815 SEATTLE BLVD S UNIT 215 | SEATTLE | WA | 98134 | PC | FRIENDS OF ART ZONE, VIDEO SHOOTS, BANDS, AND BROADCAST EPISODE/PROGRAMMING | $15,000 |
| ST JAMES CATHEDRAL | ||||||
| 804 9TH AVE | SEATTLE | WA | 98104 | PC | HUNGER/HOMELESSNESS | $15,000 |
| ST VINCENT DE PAUL OF SEATTLEKING CTY | ||||||
| 5950 4TH AVE S | SEATTLE | WA | 98108 | PC | VETERANS' SERVICES | $50,000 |
| THE GRACE FOUNDATION | ||||||
| 8425 NE 20TH STREET | BELLEVUE | WA | 98004 | PC | EDUCATION | $50,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98105 | PC | HERRING ENDOWED CHAIR FOR REHABILITATION MEDICINE | $500,000 |
| UNIVERSITY OF WASHINGTON | ||||||
| 3655 WALLA WALLA RD NE | SEATTLE | WA | 98195 | PC | RESTORING THE ASUW SHELL HOUSE | $250,000 |
| VENTURES | ||||||
| 2100 24TH AVE S 380 | SEATTLE | WA | 98144 | PC | GENERAL SUPPORT | $30,000 |
| WOODLAND PARK ZOO | ||||||
| 500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | FOREST TRAILHEAD EXHIBIT | $20,000 |
| YWCA | ||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | PC | GENERAL OPERATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,032,500 | 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 | $518 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,545 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,447,707 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,900,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,900,021 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN P WYCKOFF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 7TH AVE 409 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,251,640 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $7,251,640 | FairMarketValueAmt |
| Received | 2024-09-18 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,504,918 | EOYBookValueAmt |
| EOYFMV | $2,504,918 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $16,017,742 | EOYBookValueAmt |
| EOYFMV | $16,017,742 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,971,701 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,971,701 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AUBURN SHOPPING CENTER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $788,000 | BookValueAmt |
| EOYFMV | $788,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,232 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PASS-THRU INVESTMENTS | $20,130 | $2,230 | $20,130 |
| CLASS ACTION SETTLEMENTS | $121 | $121 | $121 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $89,983 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $17,819 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $99,773 | $99,773 | $0 |
| PROGRAM CONSULTANTS | $89,294 | $0 | $89,294 |
| OTHER CONSULTANTS | $31,500 | $0 | $31,500 |
| MANAGEMENT FEES | $32,000 | $8,000 | $24,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $163,000 | $0 | $0 |
| FOREIGN TAXES | $1,443 | $1,443 | $0 |