MACDONALD-WILL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD-WILL FOUNDATION (EIN 91-0789771)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-10
- IRS object ID
- 201420699349100652
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-10T17:37:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 BROADWAY PLAZA SUITE 900 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910789771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD-WILL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 2534724428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA ROAD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE D MACDONALD | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 2534724428 | PhoneNum |
| Signature | 2014-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A REHBERGER | PreparerPersonNm |
| PTIN | P00048215 | PTIN |
| Phone | 2535727111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $487,230 | 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 |
| Dividends Rev And Expnss | $23,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,506 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,095 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,095 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,327 | CashBOYAmt |
| Cash EOY | $3,672 | CashEOYAmt |
| Cash EOYFMV | $3,672 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $207 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $206,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $225,812 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $302,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $189,397 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $163,168 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $169,871 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $10,725 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,725 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,725 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $412,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $470,708 | CapitalStockBOYAmt |
| Capital Stock EOY | $470,708 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$58,354 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$67,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $403,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $403,377 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $403,377 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PIMCO LOW DURATION FUND CL A | 2009-12-02 | 2013-01-24 | $1,622 | $1,594 | $28 | $28 |
| PIMCO REAL RETURN FUND CL A | 2007-03-12 | 2013-04-23 | $1,705 | $1,500 | $205 | $205 |
| PIMCO REAL RETURN FUND CL A | 2007-03-12 | 2013-07-24 | $1,712 | $1,645 | $67 | $67 |
| PIMCO REAL RETURN FUND CL A | 2007-03-12 | 2013-10-24 | $1,791 | $1,708 | $83 | $83 |
| PIMCO UNCONSTRAINED BOND FUND CL A | 2009-09-29 | 2013-10-07 | $3,000 | $2,955 | $45 | $45 |
| PIMCO UNCONSTRAINED BOND FUND CL A | 2009-09-29 | 2013-12-17 | $22,000 | $21,823 | $177 | $177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $435,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $427,967 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,697 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $423,375 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053610 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,109 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $376,481 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050757 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,941 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $443,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047245 | DistributionYr5Rt |
| Total Distribution | 0.255379 | TotalDistributionRt |
| Average Distribution | 0.051076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $459,511 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,688 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $149 | 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 | 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 | BRUCE MACDONALD | IndividualWithBooksNm |
| Phone | 2534724428 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE MACDONALD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FDTN MGR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 | $462,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $466,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $22,827 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,827 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $149 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,539 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,738 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,976 | 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 | $4,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $389 | ExcessFromYear4Amt |
| Excess From Year3 | $1,738 | ExcessFromYear3Amt |
| Excess From Year2 | $1,621 | ExcessFromYear2Amt |
| Excess From Year1 | $367 | ExcessFromYear1Amt |
| Excess From Current Year | $861 | 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 | BRUCE MACDONALD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2534724428 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM, LETTER ACCOMPANIED BY IRS APPROVAL OF CHARITABLE STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY IN PIERCE COUNTY, WASHINGTON | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 12335 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| ANNIE WRIGHT SCHOOL | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| BROADWAY CENTER | |||||||
| 901 BROADWAY | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| CHARLES WRIGHT ACADEMY | |||||||
| 7723 CHAMBERS CREEK RD W | TACOMA | WA | 98467 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| CHILDREN'S HOME SOCIETY OF WASHINGTON | |||||||
| 5929 WESTGATE BOULEVARD SUITE D | TACOMA | WA | 98406 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| COMMUNITY HEALTH CARE | |||||||
| 101 E 26TH ST | TACOMA | WA | 98421 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| EMERGENCY FOOD NETWORK | |||||||
| 3318 92ND ST S | TACOMA | WA | 98499 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| FRANCISCAN FOUNDATION | |||||||
| 2901 BRIDGEPORT WAY W | UNIVERSITY PLACE | WA | 98466 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| FRIENDS OF LAKEWOLD | |||||||
| PO BOX 39780 | LAKEWOOD | WA | 98496 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| GREATER PENINSULA CONSERVANCY | |||||||
| 3721 KITSAP WAY SUITE 5 | BREMERTON | WA | 98312 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| HOSPICE OF TACOMA | |||||||
| 315 SOUTH MLK JR WAY 3M-WING | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| MULTICARE HEALTH | |||||||
| PO BOX 5299 MS315-M3-CD | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| NATURE CONSERVANCY OF WASHINGTON | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| NORTHWEST SINFONIETTA | |||||||
| 1019 PACIFIC AVE 1011 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| PLANNED PARENTHOOD OF PC | |||||||
| 813 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| THE NEIGHBORHOOD CLINIC | |||||||
| 1323 YAKIMA AVE | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER | TACOMA | WA | 98416 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| YMCA RAGS GUILD | |||||||
| 1144 MARKET ST | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW - SUITE 1200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,500 |
| KCTS TELEVISION | |||||||
| 401 MERCER STREET | SEATTLE | WA | 981099878 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,500 |
| FORGOTTEN CHILDRENS FUND | |||||||
| 809 FAIRVIEW PLACE N SUITE 150 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,500 |
| NW HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,500 |
| LIFEWIRE | |||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 2223 ALASKAN WAY SUITE 220 | SEATTLE | WA | 98121 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVENUE S SUITE 200 | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| LITTLE BIT THERAPEUTIC RIDING CENTER | |||||||
| 18675 NE 106TH ST | REDMOND | WA | 98052 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $2,000 |
| YOUTH SUICIDE PREVENTION PROGRAM | |||||||
| 444 NE RAVENNA BLVD SUITE 103 | SEATTLE | WA | 98115 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,506 | 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 | CategoryTxt |
| Amt | $2,190 | Amt |
| Net Investment Income | $1,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,095 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - UBS | BondNm |
| EOY Book Value | $163,168 | EOYBookValueAmt |
| EOYFMV | $169,871 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - UBS | StockNm |
| EOY Book Value | $225,812 | EOYBookValueAmt |
| EOYFMV | $302,962 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEMETERY LOTS | Desc |
| BOY Book Value | $10,725 | BOYBookValueAmt |
| EOY Book Value | $10,725 | EOYBookValueAmt |
| EOYFMV | $10,725 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $75 | $0 | $0 | $75 |
| BANK FEES | $36 | $18 | $0 | $18 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $6,746 | $6,746 | $0 | $0 |
| CONSULTING FEES | $1,750 | $1,750 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $186 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |