BLOCK-LEAVITT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLOCK-LEAVITT FOUNDATION (EIN 36-7160637)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349104946
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:36:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 NORTH WACKER DRIVE SUITE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367160637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOCK-LEAVITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOC | BusinessNameControlTxt |
| Phone | 2067609038 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3002 CASCADIA AVE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J LEAVITT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2067609038 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SATTLER | PreparerPersonNm |
| PTIN | P00540403 | PTIN |
| Phone | 3127268353 | PhoneNum |
| Preparation | 2025-11-14 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,623,642 | 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 | $367 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $367 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,765 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $147,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,163 | 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 | $1,777 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,777 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3,222 | CashBOYAmt |
| Corporate Stock BOY | $668,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $741,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,147,520 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $402,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $476,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $476,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,068,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,623,642 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $89,228 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,228 | 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 | $1,068,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,128,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,068,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,128,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,068,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,217,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,068,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $1,128,709 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,128,709 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $97,603 | GrossSalesPriceAmt |
| Cost Or Other Basis | $46,838 | CostOrOtherBasisAmt |
| Gain Or Loss | $50,765 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $50,765 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,059 | 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 | $2,059 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38 | OverpaymentAmt |
| Applied To ES Tax | $38 | 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 | SUSAN J LEAVITT | IndividualWithBooksNm |
| Phone | 2067609038 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3002 CASCADIA AVE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J LEAVITT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3002 CASCADIA AVE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,088,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $476,122 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,566,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,566,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,542,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,021 | TotalTaxAmt |
| Distributable Before Adj | $75,112 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,112 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,930 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $146,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,888 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,396 | 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 | $31,311 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,966 | ExcessFromYear4Amt |
| Excess From Year3 | $38,301 | ExcessFromYear3Amt |
| Excess From Year2 | $18,930 | ExcessFromYear2Amt |
| Excess From Current Year | $9,888 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN J LEAVITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3002 CASCADIA AVE S | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2067609038 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS, EXCEPT ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACT THEATRE | |||||||
| 700 UNION STREET | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUNDATION | |||||||
| PO BOX 2728 | SEATTLE | WA | 981112728 | N/A | PC | GENERAL SUPPORT | $4,000 |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ASIAN COUNSELING AND REFERRAL SERVICE | |||||||
| 3639 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98144 | N/A | PC | GENERAL SUPPORT | $4,000 |
| BRIGHT SPARK | |||||||
| 5550 S RENTON VILLAGE PLACE 280 | RENTON | WA | 98057 | N/A | PC | GENERAL SUPPORT | $10,000 |
| COLUMBIA LEGAL SERVICES | |||||||
| 1301 FIFTH AVENUE 1200 | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $4,000 |
| DESC(DOWNTOWN EMERGENCY SERVICE CENTER) | |||||||
| 515 THIRD AVENUE | SEATTLE | WA | 98104 | N/A | PC | GENERAL SUPPORT | $2,000 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVENUE SOUTH | SEATTLE | WA | 981445104 | N/A | PC | GENERAL SUPPORT | $2,000 |
| ELIZABETH GREGORY HOME | |||||||
| 1604 NE 50TH STREET | SEATTLE | WA | 98105 | N/A | PC | GENERAL SUPPORT | $500 |
| ENDOWMENT FOR EQUAL JUSTICE | |||||||
| 500 UNION STREET 1025 | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $3,000 |
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVENUE | SEATTLE | WA | 981124000 | N/A | PC | GENERAL SUPPORT | $2,000 |
| KCTS (KENTUCKY COMMUNITY & TECHNICAL COLLEGE SYSTEM FOUNDATION INC) | |||||||
| 300 NORTH MAIN STREET | VERSAILLES | KY | 40383 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ML KING SCHOLARSHIP | |||||||
| PO BOX 1308 | NEW LONDON | CT | 06320 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MT BAKER COMMUNITY CLUB | |||||||
| 2811 MT RAINIER DRIVE S | SEATTLE | WA | 98144 | N/A | PC | GENERAL SUPPORT | $500 |
| NEIGHBORCARE HEALTH | |||||||
| 1200 12TH AVENUE SOUTH 901 | SEATTLE | WA | 98144 | N/A | PC | GENERAL SUPPORT | $3,000 |
| NORTHWEST JUSTICE PROJECT | |||||||
| 401 SECOND AVE SOUTH 407 | SEATTLE | WA | 98104 | N/A | PC | GENERAL SUPPORT | $2,000 |
| NW HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM STREET 10 FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $2,000 |
| REWA(REFUGEE WOMEN'S ALLIANCE) | |||||||
| 4008 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98108 | N/A | PC | GENERAL SUPPORT | $2,000 |
| RVFB (RAINIER VALLEY FOOD BANK) | |||||||
| 9021 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SCT (SEATTLE CHILDREN'S THEATRE) | |||||||
| 201 THOMAS STREET | SEATTLE | WA | 98109 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SEATTE REPERTORY THEATRE | |||||||
| PO BOX 900923 | SEATTLE | WA | 981099723 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SEATTLE PUBLIC THEATER | |||||||
| 7312 WEST GREEN LAKE DR N | SEATTLE | WA | 98103 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SEATTLE SHAKESPEARE | |||||||
| PO BOX 19595 | SEATTLE | WA | 981091595 | N/A | PC | GENERAL SUPPORT | $5,000 |
| TOWN HALL ASSOCIATION | |||||||
| 720 SENECA STREET SUITE A | SEATTLE | WA | 98101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WILLIAMS PROJECT | |||||||
| 3411 20TH AVENUE S | SEATTLE | WA | 98144 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | 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 | $367 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,339 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,765 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,163 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS FINL SQUARE GOVT | $135,037 | $135,037 |
| SPDR DOW JONES INDL ETF | $55,697 | $120,842 |
| SPDR PORTFOLIO ETF | $109,124 | $189,517 |
| SPDR S&P EMERGING ETF | $66,753 | $79,065 |
| VANGUARD INDEX FDS ETF | $90,965 | $251,085 |
| VANGUARD INTL EQTY ETF | $61,554 | $65,333 |
| VANGUARD INTL EQTY ETF ALL WORLD | $64,100 | $63,880 |
| VANGUARD INTL EQUITY ETF EMERGING MKTS | $62,365 | $60,775 |
| VANGUARD MID CAP ETF | $96,220 | $181,986 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SILVER CREEK CORE STRATEGIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $476,122 | BookValueAmt |
| EOYFMV | $476,122 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SILVER CREEK CORE STRATEGIES LTD | $73,324 | $73,324 | $73,324 |
| MISCELLANEOUS INCOME | $368 | $368 | $368 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS IN 2022 | Desc |
| Amt | $5,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $89,228 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,777 | Amt |
| Net Investment Income | $1,777 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |