THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION (EIN 20-1629769)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-26
- IRS object ID
- 201302389349100610
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-26T16:09:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273707378 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS LAW PARTNERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILSHIRE BLVD 15TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900172619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201629769 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE AND MARGARET ZIVELONGHI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 2136809212 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PLP LLP 800 WILSHIRE BLVD NO | AddressLine1 |
| Address Line2 | 1500 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900172619 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET M ZIVELONGHI | Name |
| Title | PRESIDENT | Title |
| Phone | 2136809212 | Phone |
| Date Signed | 2013-08-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE R PHILLIPS | Name |
| PTIN | P00543133 | PTIN |
| Phone | 2136809212 | Phone |
| Date Prepared | 2013-08-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 553029 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 90000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16156 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16156 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 193 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 193 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1576 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75023 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 104773 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16349 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5373 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5373 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35373 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 69400 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16349 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25490 | CashBOY |
| Cash EOY | 61714 | CashEOY |
| Cash EOYFMV | 61714 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 245399 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 264327 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 262950 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 2200 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 13165 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 2200 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 2200 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 141898 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 141898 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 145535 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 54865 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 80078 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 80630 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 480817 | TotalAssetsBOY |
| Total Assets EOY | 550217 | TotalAssetsEOY |
| Total Assets EOYFMV | 553029 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 480817 | RetainedEarningsBOY |
| Retained Earnings EOY | 550217 | RetainedEarningsEOY |
| Total Net Assets BOY | 480817 | TotalNetAssetsBOY |
| Total Net Assets EOY | 550217 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 480817 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 550217 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 480817 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 69400 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 550217 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 550217 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 20,000 AMERICAN EXP FSB | P | 2011-02-24 | 2012-12-03 | 20000 | 20415 | -415 | -415 |
| 20,000 BARCLAYS BK | P | 2011-02-24 | 2012-10-22 | 20000 | 20434 | -434 | -434 |
| 35,000 DISCOVER BANK NA | P | 2011-02-24 | 2012-12-17 | 35000 | 35750 | -750 | -750 |
| CAPITAL GAINS DIVIDENDS | P | 23 | 23 | 23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1576 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 441306 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067980 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 411433 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.072916 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 346720 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.086525 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32068 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 260086 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.123298 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33114 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 207417 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.159649 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.510368 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102074 | AverageDistributionRatio |
| Net Noncharitable Assets | 505370 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51585 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 163 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 51748 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 327 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 327 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 327 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 327 | TaxPaidWithExtension |
| Total Credits And Payments | 327 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
| Books In Care Of Person Name | GEORGE R PHILLIPS ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2136809212 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILSHIRE BLVD 15TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900172619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARGARET M ZIVELONGHI | ||||||||
| 5808 SUMMITVIEW A 214 | YAKIMA | WA | 989083095 | PRESIDENT/TREAS/DIRECTOR | 0.00 | 0 | 0 | 0 |
| TONI ANN WILLIAMS | ||||||||
| 5775 W 207TH STREET | BUCYRUS | KS | 66013 | VICE PRES/SECTY/DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A -- CHARITABLE ACTIVITIES ARE LIMITED TO GRANT MAKING | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 476333 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 36733 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 513066 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 513066 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7696 | CashDeemedCharitable |
| Net Noncharitable Assets | 505370 | NetNoncharitableAssets |
| Minimum Investment Return | 25269 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25269 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 327 | TaxBasedOnInvestmentIncome |
| Total Tax | 327 | TotalTax |
| Distributable Amount Before Adj | 24942 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24942 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24942 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24942 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 22915 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 19250 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12889 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9489 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8092 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 72635 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24942 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5058 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 77693 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 22915 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 54778 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 19250 | ExcessFromYear4 |
| Excess From Year3 | 12889 | ExcessFromYear3 |
| Excess From Year2 | 9489 | ExcessFromYear2 |
| Excess From Year1 | 8092 | ExcessFromYear1 |
| Excess From Current Year | 5058 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON- PANCREATIC CANCER RESEARCH | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NA | PUBLIC CHARITY | PANCREATIC CANCER RESEARCH | $10,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NA | PUBLIC CHARITY | AID TO TRAINING SEEING EYE DOGS | $10,000 |
| UNIVERSITY OF WASHINGTON- DIABETES RESEARCH | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NA | PUBLIC CHARITY | DIABETES RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16156 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 193 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1576 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 14773 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14773 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | N/A-- CHARITABLE ACTIVITIES ARE LIMITED TO GRANT MAKING | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GEORGE MARGARET ZIVELONGHI CLT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5808 SUMMIT VIEW STE A BOX 214 | AddressLine1 |
| City | YAKIMA | City |
| State | WA | State |
| ZIP Code | 98907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 90000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CHARLES SCHWAB #0418 | NameOfBond |
| EOY Book Value | 80078 | EOYBookValue |
| EOYFMV | 80630 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 80862 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 83301 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 61036 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 62234 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LEGAL & ACCOUNTING | 3115 | 0 | 0 |
| BROKERS' FEES | 2258 | 0 | 0 |