JANE ISAKSON LEA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JANE ISAKSON LEA FOUNDATION (EIN 45-4050643)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-07-13
- IRS object ID
- 201541949349100014
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-13T14:20:27-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911190593 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAFSTROM & COMPANY PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 FOURTH AVE BLDG SUITE 1120 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454050643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANE ISAKSON LEA FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O KRISTINE LEANDER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2067781081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5608 34TH AVENUE NW | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINE LEANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2067781081 | PhoneNum |
| Signature | 2015-07-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD M SAFSTROM | PreparerPersonNm |
| PTIN | P00230054 | PTIN |
| Phone | 2066226456 | PhoneNum |
| Preparation | 2015-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,253,249 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,218 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $462,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $462,866 | 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 |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,850 | CashBOYAmt |
| Cash EOY | $390,285 | CashEOYAmt |
| Cash EOYFMV | $390,285 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,849,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,798,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,862,964 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,858,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,189,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,253,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,858,682 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,189,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,858,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,189,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,858,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,189,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,858,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,189,049 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,189,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OPPENHEIMER LTD TERM MUNI FUND | P | 2013-08-28 | 2014-08-13 | $22,666 | $20,542 | $2,124 | $2,124 |
| VIRTUS OPPORTUNITIES TR PREM ALPHASE | P | 2013-09-05 | 2014-08-13 | $22,764 | $20,146 | $2,618 | $2,618 |
| OPPENHEIMER LTD TERM MUNI FUND | P | 2013-02-25 | 2014-03-07 | $14,994 | $15,881 | -$887 | -$887 |
| OPPENHEIMER LTD TERM MUNI FUND | P | 2013-02-25 | 2014-06-12 | $26,244 | $27,657 | -$1,413 | -$1,413 |
| VIRTUS OPPORTUNITIES TR PREM ALPHASE | P | 2012-12-13 | 2014-03-07 | $14,994 | $11,845 | $3,149 | $3,149 |
| CAPITAL GAINS DIVIDENDS | P | $284,627 | $284,627 | $284,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,131,826 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054601 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,781,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.133583 | DistributionYr2Rt |
| Total Distribution | 0.188184 | TotalDistributionRt |
| Average Distribution | 0.094092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,212,827 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $302,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,578 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $306,879 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $109 | EsPenaltyAmt |
| Tax Due | $9,266 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEJANEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTINE LEANDER | IndividualWithBooksNm |
| Phone | 2067781081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5608 34TH AVENUE NW | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTINE LEANDER | ||||||||
| 5608 34TH AVENUE NW | SEATTLE | WA | 98107 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DONALD WAHLQUIST | ||||||||
| 5206 MARITIME COURT | ANACORTES | WA | 98221 | TREASURER | 1.00 | $0 | $0 | $0 |
| JUDY COOPER | ||||||||
| 7207 210TH ST SW UNIT 204 | EDMONDS | WA | 98026 | SECRETARY | 1.00 | $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 | SAFSTROM & COMPANY PS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 4TH AVENUE SUITE 1120 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX SERVICES | ServiceTypeTxt |
| Compensation | $2,550 | 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 | $3,207,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,261,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,261,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,212,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,157 | TotalTaxAmt |
| Distributable Before Adj | $151,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $240,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $260,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,734 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,734 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $233,319 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $233,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $214,056 | ExcessFromYear2Amt |
| Excess From Year1 | $19,263 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| SVEA MALE CHORUS OF SEATTLE | ||||||||
| 1920 DEXTER AVENUE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO PROMOTE CULTURAL EVENTS IN THE SCANDINAVIAN COMMUNITY AND TO PRESERVE THE TRADITION OF SCANDINAVIAN CHORAL MUSIC. | $1,500 | |
| LEIF ERIKSON INTERNATIONAL FOUNDATION | ||||||||
| 2245 NW 57TH | SEATTLE | WA | 98107 | NONE | 501(C)(3) | THE MISSION OF THE LEIF ERIKSON INTERNATIONAL FOUNDATION IS TO PROMOTE LEIF ERIKSON'S PLACE IN HISTORY, SUPPORT SCANDINAVIAN ACTIVITIES AND CULTURE IN THE NORTHWEST, AND BUILD BRIDGES BETWEEN SCANDINAVIA AND AMERICA. | $250 | |
| FRIENDS OF BERGEN PLACE | ||||||||
| 3014 NW 67TH | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO WORK WITH THE CITY OF SEATTLE TO PRESERVE AND IMPROVE BERGEN PLACE PARK IN DOWNTOWN BALLARD AND TO CELEBRATE AND PROMOTE BALLARD'S NORDIC HISTORY AND HERITAGE. | $1,000 | |
| SKANDIA FOLKDANCE SOCIETYSKANDIA MIDSOMMAR EVENT | ||||||||
| PO BOX 17123 | SEATTLE | WA | 98127 | NONE | 501(C)(3) | TO PERPETUATE SWEDISH CULTURE AND TRADITIONS THROUGH THE PRESERVING AND TEACHING OF TRADITIONAL DANCE, CULTURE AND MUSIC OF THE NORDIC LANDS. | $2,000 | |
| SWEDISH CULTURAL CENTER | ||||||||
| 1920 DEXTER AVENUE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT FUNCTIONS OF THE SWEDISH CULTURAL CENTER WHICH ARE TO PROMOTE A BETTER UNDERSTANDING BETWEEN THE UNITED STATES AND THE NORDIC COUNTRIES WITH AN EMPHASIS ON SWEDEN, TO PERPETUATE SWEDISH CULTURE AND TRADITIONS THROUGH THE TEACHING, OBSERVING PRACTICING AND CELEBRATING OF THIS CULTURE AND TRADITION. | $114,000 | |
| SWEDISH WOMEN'S CHORUS OF SEATTLE- CO SWEDISH CULTURAL CENTER | ||||||||
| 1920 DEXTER AVENUE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO PROMOTE CULTURAL EVENTS IN THE SCANDINAVIAN COMMUNITY AND TO PRESERVE THE TRADITION OF SCANDINAVIAN CHORAL MUSIC. | $4,000 | |
| VASA YOUTH DAY CAMP | ||||||||
| C/O KRIS NORELIUS 4460 VILLAGE DR | OLYMPIA | WA | 98501 | NONE | 501(C)(3) | TO DEVELOP AND MAINTAIN AN UNDERSTANDING AND APPRECIATION OF SCANDINAVIAN HERITAGE BY PROVIDING A CULTURALLY RICH CAMP EXPERIENCE FOR YOUTH. | $2,000 | SE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,750 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $462,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462,866 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE AND ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $159 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $5,040 | Amt |
| Net Investment Income | $5,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |