STRATEGY STUDIO / PUBLIC DATA EXPLORER

BIANCHI FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BIANCHI FAMILY FOUNDATION (EIN 95-4680225)
Tax period
2014-02-01 to 2015-01-31
Filed
2015-12-15
IRS object ID
201503499349100000
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-12-15T00:47:35-06:00ReturnTs
Tax Period End2015-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954680225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BIANCHI FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2% KIM WILKINSON COVINGTON CAPITAL MGMTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBIANBusinessNameControlTxt
Phone2136297509PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 SO FIGUEROA STREET SUITE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900175726ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN S MCMAHONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2136297509PhoneNum
Signature2015-12-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$686,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,667InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,667InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,859DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,351NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,864GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,351CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,877TotalRevAndExpnssAmt
Total Net Invst Incm$27,877TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,873OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,533TaxesRevAndExpnssAmt
Taxes Net Invst Incm$33TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$59OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$59OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,465TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$59TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,159TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,688ExcessRevenueOverExpensesAmt
Net Investment Income$21,971NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,213SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,927SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,927SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$49,867USGovernmentObligationsBOYAmt
US Government Obligations EOY$53,198USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$55,898USGovtObligationsEOYFMVAmt
Corporate Stock BOY$206,889CorporateStockBOYAmt
Corporate Stock EOY$195,695CorporateStockEOYAmt
Corporate Stock EOYFMV$395,214CorporateStockEOYFMVAmt
Corporate Bonds BOY$143,991CorporateBondsBOYAmt
Corporate Bonds EOY$126,452CorporateBondsEOYAmt
Corporate Bonds EOYFMV$124,871CorporateBondsEOYFMVAmt
Other Investments BOY$70,319OtherInvestmentsBOYAmt
Other Investments EOY$60,319OtherInvestmentsEOYAmt
Other Investments EOYFMV$81,067OtherInvestmentsEOYFMVAmt
Total Assets BOY$478,279TotalAssetsBOYAmt
Total Assets EOY$465,591TotalAssetsEOYAmt
Total Assets EOYFMV$686,977TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$888,900CapitalStockBOYAmt
Capital Stock EOY$888,900CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$410,621RetainedEarningBOYAmt
Retained Earning EOY-$423,309RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$478,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$465,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$478,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$465,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$478,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,688ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$465,591SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$465,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$133,864GrossSalesPriceAmt
Cost Or Other Basis$121,513CostOrOtherBasisAmt
Gain Or Loss$12,351GainOrLossAmt
Gains Minus Excess Or Losses$12,351GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12,351CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,976AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$637,884NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061102DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,546AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$608,525NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063343DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,320AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$607,709NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071284DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,170AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$598,245NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062132DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,040AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$554,810NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.075774DistributionYr5Rt
Total Distribution0.333635TotalDistributionRt
Average Distribution0.066727AverageDistributionRt
Net Vl Noncharitable Assets$677,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,178AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$220NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,398AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,159QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$439InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$439SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$439TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$583EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$500AppliedToEsTaxAmt
Total Payments And Credits$1,083TotalPaymentsAndCreditsAmt
Overpayment$644OverpaymentAmt
Applied To ES Tax$644AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksCOVINGTON CAPITAL MANAGEMENTIndividualWithBooksNm
Phone2136297509PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 SO FIGUEROA STREET SUITE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900715726ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID W BIANCHI
11267 NE WING POINT DRIVEBAINBRIDGE ISLANDWA98110PRESIDENT1.00$0$0$0
STEPHEN W BIANCHI
4152 23RD STREETSAN FRANCISCOCA94114VICE PRESIDENT1.00$0$0$0
KATHERINE B VAN SLYKE
3026 N E 47TH AVENUEPORTLANDOR97213VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$578,864AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,430AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$81,067FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$687,361TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$687,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$677,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$439TaxBasedOnInvestmentIncomeAmt
Total Tax$439TotalTaxAmt
Distributable Before Adj$33,414DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,414DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,414DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,159ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,159QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,159AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,414DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,653ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,737ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,122ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,111ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,006ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$52,629TotalExcessDistributionCyovAmt
Qualifying Distributions$33,159QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,159AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$255ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$255ExcessDistributionCyovAppCYAmt
Total Corpus$52,374TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,398ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,976ExcessDistriCyovToNextYrAmt
Excess From Year4$7,737ExcessFromYear4Amt
Excess From Year3$13,122ExcessFromYear3Amt
Excess From Year2$9,111ExcessFromYear2Amt
Excess From Year1$8,006ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID W BIANCHIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASADENA GUILD OF CHILDRENS HOSPITAL
4650 SUNSET BLVD MS 4LOS ANGELESCA90027NONESO III NFICHARITABLE$860
PASADENA HUMANE SOCIETY
361 SOUTH RAYMOND AVENUEPASADENACA91105NONEPCCHARITABLE$200
USO
2111 WILSON BOULEVARD SUITE 1200ARLINGTONVA22201NONESO ICHARITABLE$100
BLOEDEL RESERVE
7571 NE DOLPHIN DRIVEBAINBRIDGE ISLANDWA98110NONEPOFCHARITABLE$2,500
PRINCETON TORY
PO BOX 1499PRINCETONNJ08542NONEPCCHARITABLE$100
EDUCATIONAL FUND OF ORINDA
21C ORINDA WAYORINDACA94563NONEPCCHARITABLE$575
JOHN BURROUGHS SCHOOL
1920 W CLARK AVENUEBURBANKCA91506NONEPCCHARITABLE$500
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304NONEPCCHARITABLE$1,000
HUNTINGTON SOCIETY OF FELLOWS
209 MAIN STREETHUNTINGTONNY11743NONEPCCHARITABLE$2,500
BAINBRIDGE FIREWORKS ORGANIZATION
175 PARFITT WAY SW STE S125BAINBRIDGE ISLANDWA98110NONENCCHARITABLE$100
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCCHARITABLE$275
PRINCETON UNIVERSITY CLASS OF 1955
306 PLEASANT VALLEY ROADMENDHAMNJ07945NONEPCCHARITABLE$500
USC
UNIVERSITY GARDENS SUITE UGB203LOS ANGELESCA90089NONEPCCHARITABLE$150
UNIVERSITY LIGGETT SCHOOL
1045 COOK ROADGROSSE POINTE WOODSMI48236NONEPCCHARITABLE$250
USSGA MEMORIAL FUND
C/O FCSN 1700 E PUTNAM AVENUEOLD GREENWICHCT06870NONEPCCHARITABLE$250
WEST PASADENA RESIDENT'S ASSOCIATION
PO BOX 50252PASADENACA91115NONEPCCHARITABLE$250
WOUNDED WARRIORS PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCCHARITABLE$100
CLASSICAL 981
10 HARRISON STREET SUITE 401SEATTLEWA98109NONEPCCHARITABLE$120
SCGA YOUTH ON COURSE
3740 CAHUENGA BLVDSTUDIO CITYCA91604NONEPCCHARITABLE$100
HUNTINGTON MEMORIAL HOSPITAL
100 WEST CALIFORNIA BLVDPASADENACA91105NONEPCCHARITABLE$10,000
KID SPACE
480 N ARROYO BOULEVARDPASADENACA91103NONEPCCHARITABLE$250
YMCA OF METRO LA
625 S NEW HAMPSHIRE AVELOS ANGELESCA90005NONEPCCHARITABLE$5,000
HELPLINE HOUSE
282 KNECHTEL WAY NEBAINBRIDGE ISLANDWA98110NONEPCCHARITABLE$100
PRINCETON ALUMNI CORPS
61 WEBER AVENUEHILLSBOROUGHNJ08844NONEPCCHARITABLE$555
PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 445PRINCETONNJ08540NONEPCCHARITABLE$2,500
UNIVERSITY OF OKLAHOMA
100 TIMBERDELL ROADNORMANOK73019NONEPCCHARITABLE$250
CHILDREN'S HOSPITAL OF LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027NONEPCCHARITABLE$1,000
SMITHSONIAN INSTITUTE
1000 JEFFERSON DRIVE S WWASHINGTONDC20560NONEPCCHARITABLE$150
BAINBRIDGE ISLAND ONE CALL FOR ALL
PO BOX 10487BAINBRIDGE ISLANDWA98110NONEPCCHARITABLE$1,500
KUOWPUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE NO 310SEATTLEWA981054535NONEPCCHARITABLE$365
BAINBRIDGE ISLAND LAND TRUST
PO BOX 10144BAINBRIDGE ISLANDWA98110NONEPCCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,667ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,859ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,351ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,877ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,877TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAINBRIDGE FIREWORKS ORGANIZATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 PARFITT WAY SW STE S125AddressLine1Txt
CityBAINBRIDGE ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98110ZIPCd
FieldValueIRS element (for citing)
Grant2014-06-12GrantDt
Grant$100GrantAmt
Purpose Of GrantCHARITABLEPurposeOfGrantTxt
Expended By Grantee$100ExpendedByGranteeAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceTANGIBLE PROPERTY REGULATIONS:FormAndLineReferenceDesc
Medium ExplanationPURSUANT TO THE SMALL BUSINESS EXCEPTION UNDER SECTION 10.11(6)(B)(III) OF REV. PROC. 2015-20, THE TAXPAYER IS CHANGING TO ADOPT THE FINAL TANGIBLE PROPERTY REGULATIONS PROSPECTIVELY WITH ITS TAX YEAR BEGINNING JANUARY 1, 2014, AND WITHOUT FILING A FORM 3115.SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$126,452EOYBookValueAmt
EOYFMV$124,871EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$195,695EOYBookValueAmt
EOYFMV$395,214EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$53,198USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$55,898USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITY FUNDSFMV$51,106$68,722
ALTERNATIVE INVESTMENTSFMV$9,213$12,345

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD - FILING FEE$10$0$10
MISC. EXPENSES - POSTAGE$24$0$24
AG'S REGISTRY OF CHARITABLE TRUSTS$25$0$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES (COVINGTON CAPITAL MANAGEMENT)CategoryTxt
Amt$5,873Amt
Net Investment Income$5,873NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,500$0$0
FOREIGN TAX$33$33$0