FINNINSULA FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FINNINSULA FOUNDATION INC (EIN 06-1560044)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-09-26
- IRS object ID
- 201312699349100301
- 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
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-26T11:07:52-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS FINANCIAL MANAGEMENT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 COOPER PT RD SW STE 8 | AddressLine1 |
| City | OLYMPIA | City |
| State | WA | State |
| ZIP Code | 98502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061560044 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FINNINSULA FOUNDATION INC CO THOMAS P SPELLANE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FINN | NameControl |
| Phone | 2036229360 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 BROOKSIDE DRIVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK W FINN | Name |
| Title | PRESIDENT | Title |
| Phone | 2036229360 | Phone |
| Date Signed | 2013-09-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARLENE BIGGS | Name |
| Phone | 3602924099 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 598680 | 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 |
| Dividends Rev And Expnss | 16228 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16228 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24135 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 132964 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24135 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 245 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 40363 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40363 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 245 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 2208 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2208 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 8800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 8800 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 4577 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4577 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 79 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 79 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 15664 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15664 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24058 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24058 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39722 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15664 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24058 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 641 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24699 | NetInvestmentIncome |
| Adjusted Net Income | 245 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 44810 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 101298 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 101298 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 498711 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 497061 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 497061 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 321 | OtherAssetsEOY |
| Other Assets EOYFMV | 321 | OtherAssetsEOYFMV |
| Total Assets BOY | 543521 | TotalAssetsBOY |
| Total Assets EOY | 598680 | TotalAssetsEOY |
| Total Assets EOYFMV | 598680 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 543521 | UnrestrictedBOY |
| Unrestricted EOY | 598680 | UnrestrictedEOY |
| Total Net Assets BOY | 543521 | TotalNetAssetsBOY |
| Total Net Assets EOY | 598680 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 543521 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 598680 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 543521 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 641 | ExcessOfRevenueOverExpenses |
| Other Increases | 54518 | OtherIncreases |
| Subtotal | 598680 | Subtotal |
| Total Net Assets Fund Balances EOY | 598680 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LONG-TERM GAINS ON STOCK SALES | P | 2001-01-01 | 2013-05-31 | 116002 | 0 | 92112 | 23890 | 0 | 0 | 0 | 23890 |
| SHORT-TERM GAINS ON STOCK SALES | P | 2012-06-01 | 2013-05-31 | 16962 | 0 | 16717 | 245 | 0 | 0 | 0 | 245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24135 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 245 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32096 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 498711 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064358 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21412 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24672 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.867866 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 36077 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 544369 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.066273 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36202 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 509951 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070991 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 43131 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 696727 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061905 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.131393 | TotalDistributionRatio |
| Average Distribution Ratio | 0.226279 | AverageDistributionRatio |
| One Percent Net Investment Income | 247 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 247 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24058 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 247 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 247 | Subtotal |
| Tax Based On Investment Income | 247 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 321 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 321 | TotalCreditsAndPayments |
| Original Return Overpayment | -321 | OriginalReturnOverpayment |
| Overpayment | 74 | Overpayment |
| Amount Credited To Next Year | 74 | AmountCreditedToNextYear |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | 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 | THOMAS P SPELLANE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2036229360 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 BROOKSIDE DRIVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FREDERICK W FINN | ||||||||
| 1107 WEST BAY DR NW STE 101 | OLYMPIA | WA | 98502 | PRESIDENT-DIRECTOR | 1.00 | 0 | 0 | 0 |
| VIRGINIA F BLECHMAN | ||||||||
| 780 ROCA STREET | ASHLAND | OR | 97520 | VICE PRES-DIRECTOR | 1.00 | 0 | 0 | 0 |
| THOMAS P SPELLANE | ||||||||
| 116 RIDGE ACRES | DARIEN | CT | 06820 | SEC/TREAS-DIRECTOR | 1.00 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 247 | TaxBasedOnInvestmentIncome |
| Total Tax | 247 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24058 | ExpensesAndContributions |
| Qualifying Distributions | 24058 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 247 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23811 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 8623 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10970 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 35263 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 20954 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 32175 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 107985 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24058 | QualifyingDistributions |
| Remaining Distri From Corpus | 24058 | RemainingDistriFromCorpus |
| Total Corpus | 132043 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 8623 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 123420 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10970 | ExcessFromYear4 |
| Excess From Year3 | 35263 | ExcessFromYear3 |
| Excess From Year2 | 20954 | ExcessFromYear2 |
| Excess From Year1 | 32175 | ExcessFromYear1 |
| Excess From Current Year | 24058 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | COMMUNITY | GENERAL CONTRIBUTION | $695 |
| AUTISIM SOCIETY OF WASHINGTON | ||||||
| PO BOX 503 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $1,200 |
| BIG BROTHERSBIG SISTERS SAN LUIS OBISPO | ||||||
| PO BOX 12644 | SAN LUIS OBISPO | CA | 93406 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| BOYS & GIRLS CLUB PACIFIC HARBOR COUNCIL | ||||||
| 4802 S 19TH | TACOMA | WA | 98405 | COMMUNITY | GENERAL CONTRIBUTION | $250 |
| BOYS & GIRLS CLUB THURSTON COUNTY | ||||||
| 905 34TH WAY SW STE A | OLYMPIA | WA | 98502 | COMMUNITY | GENERAL CONTRIBUTION | $2,000 |
| GRIFFIN SCHOOL FOUNDATION | ||||||
| 6530 33RD AVE NW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $5,000 |
| HANDS ON CHILDRENS MUSEUM | ||||||
| 106 11TH AVE SW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $1,500 |
| JOHNS HOPKINS INSTITUTIONS | ||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| JUNIOR LEAGUE | ||||||
| 108 STATE AVE NW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $638 |
| KUOW PUBLIC RADIO | ||||||
| 4518 UNIVERSITY WAY | SEATTLE | WA | 98105 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| MASON GENERAL HOSPITAL FOUNDATION | ||||||
| 2505 OLYMPIC HWY N STE 460 | SHELTON | WA | 98584 | COMMUNITY | GENERAL CONTRIBUTION | $3,000 |
| NORTH MASON COUNTY RESCUE CENTER | ||||||
| 23554 NE STATE ROUTE 3 | BELFAIR | WA | 98528 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| POINTE DU HOC FOUNDATION | ||||||
| PO BOX 562 | DUPONT | WA | 98327 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| ROTARY FOUNDATION FOR SOUTH PUGET SOUND | ||||||
| PO BOX 7456 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| SAFE PLACE | ||||||
| 314 LEGION WAY SE | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $200 |
| ST CHRISTOPHERS CHURCH | ||||||
| 7902 STEAMBOAT ISLAND ROAD | OLYMPIA | WA | 98502 | COMMUNITY | GENERAL CONTRIBUTION | $1,600 |
| ST DAVIDS EPISCOPAL CHURCH | ||||||
| PO BOX 12126 | SEATTLE | WA | 98102 | COMMUNITY | GENERAL CONTRIBUTION | $625 |
| ST PETERS HOSPITAL FOUNDATION | ||||||
| 413 LILLY ROAD NE | OLYMPIA | WA | 98506 | COMMUNITY | GENERAL CONTRIBUTION | $200 |
| THE COMMUNITY FOUNDATION | ||||||
| 111 MARKET STREET NE STE 375 | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $1,200 |
| THE OLYMPIA FREE CLINIC | ||||||
| 108 STATE AVE NW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $100 |
| TURNING POINTE | ||||||
| PO BOX 2014 | SHELTON | WA | 98584 | COMMUNITY | GENERAL CONTRIBUTION | $100 |
| UNITED WAY OF THURSTON COUNTY | ||||||
| 1211 4TH AVE EAST STE 101 | OLYMPIA | WA | 98506 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| WASHINTON STATE PARKS FOUNDATION | ||||||
| PO BOX 891 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24058 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,228 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Related Or Exempt Function Income | 24135 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,228 | ExclusionAmount |
| Related Or Exempt Function Income | 24135 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40363 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | DIVIDEND INCOME |
| 8 | GAIN ON SALE OF SECURITIES |
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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BUCK STUMER & CO ACCOUNTING SERVICES | $7,000 | 7000 |
| H. MCALLISTER BOOKKEEPING BOOKKEEPING | $1,800 | 1800 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (13 entries)
| NameName | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|
| 100 AT&T INC NEW | Purchased | 2012-06 | 3542 | 2629 | 913 |
| 100 AT&T INC NEW | Purchased | 2012-06 | 3542 | 2629 | 913 |
| 100 AT&T INC NEW | Purchased | 2012-06 | 3542 | 2629 | 913 |
| 100 AT&T INC NEW | Purchased | 2012-06 | 3542 | 2629 | 913 |
| 150 DIGITAL REALTY TRUST INC | Purchased | 2012-08 | 11173 | 8105 | 3068 |
| 200 FREEPORT MCMORAN COPPER | Purchased | 2012-09 | 7906 | 7660 | 246 |
| 150 INTL FLAVORS & FRAGRANCES | Purchased | 2012-08 | 9056 | 9055 | 1 |
| 500 ISHARES S&P PFD FUND | Purchased | 20326 | 18303 | 2023 | |
| 200 PROCTER & GAMBLE | Purchased | 2012-06 | 12004 | 10752 | 1252 |
| 800 SPDR BARCLAY ETF INTERMEDIATE | Purchased | 2013-03 | 27554 | 25665 | 1889 |
| 250 VERIZON COMMUNICATIONS | Purchased | 2012-08 | 11101 | 6818 | 4283 |
| 50 VERIZON COMMUNICATIONS | Purchased | 2012-08 | 2220 | 1364 | 856 |
| 500 WILLIAMS COMPANIES | Purchased | 2012-09 | 17456 | 10591 | 6865 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| GILBRIDE, TUSA, LAST & SPELLANE LEGAL SERVICES | $1,248 | 1248 |
| GOLDSTEIN LAW OFFICE LEGAL SERVICES | $960 | 960 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL INCOME TAX | Description |
| EOY Book Value | 321 | EOYBookValue |
| EOYFMV | 321 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL INCOME TAX | Description |
| EOY Book Value | 321 | EOYBookValue |
| EOYFMV | 321 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL INCOME TAX | Description |
| EOY Book Value | 321 | EOYBookValue |
| EOYFMV | 321 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN ASSET VALUATION | Description |
| Amount | $54,518 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB INVESTMENT FEES | Category |
| Amount | $4,577 | Amount |
| Net Investment Income | 4577 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $79 | Amount |
| Net Investment Income | 79 | NetInvestmentIncome |