ISLAM FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ISLAM FAMILY FOUNDATION (EIN 02-0683054)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-11
- IRS object ID
- 201311629349100616
- Schema version
- 2012v2.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-11T15:30:35-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southard Beckham Atwater & Berry CPA PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 691 Bethel Ave Ste A | AddressLine1 |
| City | Port Orchard | City |
| State | WA | State |
| ZIP Code | 98366 | 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 | 020683054 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISLAM FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ISLA | NameControl |
| Phone | 3603730453 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CHERRY AVE STE 300 | AddressLine1 |
| City | BREMERTON | City |
| State | WA | State |
| ZIP Code | 98310 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marc Islam | Name |
| Title | VP/Secretary | Title |
| Date Signed | 2013-06-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W DAVID TUCKER JR | Name |
| PTIN | P00957835 | PTIN |
| Phone | 3608764491 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2204694 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3385 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3385 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3385 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 51513 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51513 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 51513 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 65163 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 835348 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 65163 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 5015 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 936 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 120997 | TotalRevenueAndExpenses |
| Total Net Investment Income | 120061 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 59913 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2025 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 26804 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26804 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 25 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 25 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 95 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 28949 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28829 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 120 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 136949 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28829 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 108120 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -15952 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 91232 | NetInvestmentIncome |
| Adjusted Net Income | 59913 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 685 | CashBOY |
| Cash EOY | 1040 | CashEOY |
| Cash EOYFMV | 1040 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 99605 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 79052 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 79052 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 560 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 318 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 318 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 120190 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 134569 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 138325 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1815933 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1820595 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1959208 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 26046 | InvestmentsOtherBOY |
| Investments Other EOY | 26751 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 26751 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2063019 | TotalAssetsBOY |
| Total Assets EOY | 2062325 | TotalAssetsEOY |
| Total Assets EOYFMV | 2204694 | TotalAssetsEOYFMV |
| Grants Payable BOY | 85000 | GrantsPayableBOY |
| Grants Payable EOY | 100500 | GrantsPayableEOY |
| Total Liabilities BOY | 85000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100500 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1978019 | CapitalStockBOY |
| Capital Stock EOY | 1961825 | CapitalStockEOY |
| Total Net Assets BOY | 1978019 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1961825 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2063019 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2062325 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1978019 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -15952 | ExcessOfRevenueOverExpenses |
| Subtotal | 1962067 | Subtotal |
| Other Decreases | 242 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1961825 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PLUM CREEK TIMBER | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2007-04-30 | DateAcquired |
| Date Sold | 2012-09-24 | DateSold |
| Gross Sales Price | 13205 | GrossSalesPrice |
| Cost Or Other Basis | 11910 | CostOrOtherBasis |
| Gain Or Loss | 1295 | GainOrLoss |
| Gains Minus Excess Or Losses | 1295 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 65163 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 5015 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 130021 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2159316 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06021 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63028 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2089189 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.03017 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 109543 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2083305 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05258 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 141568 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2021956 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07002 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 144024 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2727673 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05280 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.26578 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05316 | AverageDistributionRatio |
| Net Noncharitable Assets | 2110215 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 112171 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 912 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 113083 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 108120 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1825 | InvestmentIncomeExciseTax |
| Subtotal | 1825 | Subtotal |
| Tax Based On Investment Income | 1825 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 318 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 318 | TotalCreditsAndPayments |
| Tax Due | 1507 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE SMITH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3603730453 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 Cherry Ave Ste 300 | AddressLine1 |
| City | Bremerton | City |
| State | WA | State |
| ZIP Code | 98310 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Marc Islam | ||||||
| 221 Golf Course Rd | Friday Harbor | WA | 98250 | VP/Secretary | 0.00 | 0 |
| Hilary Harter | ||||||
| 1413 Weatherswood Drive | Gig Harbor | WA | 98335 | President/Treas | 0.00 | 0 |
| Joyce Smith | ||||||
| 2601 Cherry Ave Ste 300 | Bremerton | WA | 98310 | Director | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2070964 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 71386 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2142350 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2142350 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32135 | CashDeemedCharitable |
| Net Noncharitable Assets | 2110215 | NetNoncharitableAssets |
| Minimum Investment Return | 105511 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 108120 | ExpensesAndContributions |
| Qualifying Distributions | 108120 | QualifyingDistributions |
| Adj Qualifying Distributions | 108120 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 59913 | CurrentYear |
| Year1 | 48835 | Year1 |
| Year2 | 15585 | Year2 |
| Year3 | 70583 | Year3 |
| Total | 194916 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 50926 | CurrentYear |
| Year1 | 41510 | Year1 |
| Year2 | 13247 | Year2 |
| Year3 | 59996 | Year3 |
| Total | 165679 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 108120 | CurrentYear |
| Year1 | 130263 | Year1 |
| Year2 | 63028 | Year2 |
| Year3 | 109543 | Year3 |
| Total | 410954 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 108120 | CurrentYear |
| Year1 | 130263 | Year1 |
| Year2 | 63028 | Year2 |
| Year3 | 109543 | Year3 |
| Total | 410954 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 70340 | CurrentYear |
| Year1 | 71977 | Year1 |
| Year2 | 35105 | Year2 |
| Year3 | 69443 | Year3 |
| Total | 246865 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BELLARMINE PREP | ||||||||||||
| 2300 S WASHINGTON | TACOMA | WA | 98405 | NONE | 501(C)(3) | STUDENT EDUCATION | $4,000 | |||||
| HARBOR MONTESSORI | ||||||||||||
| 5414 COMTE DR NW | GIG HARBOR | WA | 98335 | NONE | 501(C)(3) | STUDENT EDUCATION | $6,000 | |||||
| SILVERWOOD SCHOOL | ||||||||||||
| 14000 CENTRAL VALLEY RD | BREMERON | WA | 98311 | NONE | 501(C)(3) | STUDENT EDUCATION | $5,000 | |||||
| SPRINGSTREET INTERNATIONAL SCHOOL | ||||||||||||
| 505 SPRING STREET | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $5,000 | |||||
| PRAIRE HIGH SCHOOL | ||||||||||||
| 11500 NE 117TH | VANCOUVER | WA | 98606 | NONE | 501(C)(3) | STUDENT EDUCATION | $8,000 | |||||
| SAN JUAN DOLLARS FOR SCHOLARS FOUND | ||||||||||||
| 745 HUNT ST | FRIDAY HARBOR | WA | 98250 | NONE | 501(C)(3) | STUDENT EDUCATION | $3,000 | |||||
| Mary Bridge Children's Foundation | ||||||||||||
| 311 S L STREET | Tacoma | WA | 98415 | NONE | 501(C)(3) | STUDENT EDUCATION | $3,000 | |||||
| University of Oregon Foundation | ||||||||||||
| 360 E 10th Avenue Ste 202 | Eugene | OR | 97401 | NONE | 501(C)(3) | STUDENT EDUCATION | $8,000 | |||||
| Bremerton Rotary Foundation | ||||||||||||
| 100 WASHINGTON AVE | Bremerton | WA | 98337 | NONE | 501(C)(3) | STUDENT EDUCATION | $6,000 | |||||
| Bremerton Lions Charitable Foundati | ||||||||||||
| 2011 NW MYHRE PLACE | SILVERDALE | WA | 98383 | NONE | 501(C)(3) | STUDENT EDUCATION | $6,000 | |||||
| Bremerton School District | ||||||||||||
| 134 N Marion | Bremerton | WA | 98312 | NONE | 501(C)(3) | Student education | $5,000 | |||||
| Country Women of the World | ||||||||||||
| NONE | 501(C)(3) | Student education | $12,000 | 24 Tufton Street | LONDON | London | UK | 5W1P 3RB | ||||
| WA State Home Community Fdn | ||||||||||||
| 5445 NORTHWEST DR | BELLINGHAM | WA | 98228 | NONE | 501(C)(3) | Student education | $4,000 | |||||
| Pacific Lutheran University | ||||||||||||
| 12180 PARK AVE S | Tacoma | WA | 98447 | NONE | 501(C)(3) | Student education | $13,000 | |||||
| University of Puget Sound | ||||||||||||
| 1500 N Warner St 1087 | Tacoma | WA | 98416 | NONE | 501(C)(3) | Student education | $8,000 | |||||
| Annie Wright School | ||||||||||||
| 827 N Tacoma Ave | Tacoma | WA | 98403 | NONE | 501(C)(3) | Student education | $7,000 | |||||
| TURKISH EDUCATIONAL FOUNDATION | ||||||||||||
| 111B SLADKY AVE | Mountain View | CA | 94040 | NONE | 509(a) | Student education | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,385 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $51,513 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $936 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 65163 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,834 | ExclusionAmount |
| Related Or Exempt Function Income | 65163 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120997 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SBAB | Category |
| Amount | $2,025 | Amount |
| Net Investment Income | 2025 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Listed stocks | NameOfStock |
| EOY Book Value | 1820595 | EOYBookValue |
| EOYFMV | 1959208 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 134569 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 138325 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| POWERSHARES DB COMMODITY | AT COST | 21927 | 21927 |
| APOLLO GLOBAL MANAGEMENT | AT COST | 4824 | 4824 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 12/31/11 Income tax | Description |
| Amount | $242 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank charges | Description |
| Revenue And Expenses Per Books | 95 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 95 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 936 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SB Broker fees | Category |
| Amount | $26,804 | Amount |
| Net Investment Income | 26804 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATION LICENSE | Category |
| Amount | $25 | Amount |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |