EDGEBROOK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDGEBROOK FOUNDATION (EIN 91-1307405)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201321309349101817
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T17:19:14-05:00 | 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 | BADER MARTIN PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE 34TH FLOOR | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981041022 | 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 | 911307405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDGEBROOK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LN TYEE TRUST CO - JON TULLI | InCareOfName |
| Name Control | EDGE | NameControl |
| Phone | 2064645234 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JON TULLIS | AddressLine1 |
| Address Line2 | 801 SECOND AVENUE SUITE 1600 Suite | AddressLine2 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON TULLIS | Name |
| Title | PRESIDENT | Title |
| Phone | 2064645234 | Phone |
| Date Signed | 2013-04-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN B QUEARY | Name |
| Phone | 2066211900 | Phone |
| 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 | 3429466 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1453507 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 52612 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52612 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 45060 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 815190 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 45060 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1551179 | TotalRevenueAndExpenses |
| Total Net Investment Income | 97672 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6841 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6841 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 969 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 499 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 10395 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7340 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 622000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 622000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 632395 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7340 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 622000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 918784 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 90332 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 647949 | CashBOY |
| Cash EOY | 1493457 | CashEOY |
| Cash EOYFMV | 1493457 | CashEOYFMV |
| Investments Other BOY | 1704416 | InvestmentsOtherBOY |
| Investments Other EOY | 1777692 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1936009 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2352365 | TotalAssetsBOY |
| Total Assets EOY | 3271149 | TotalAssetsEOY |
| Total Assets EOYFMV | 3429466 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2352365 | CapitalStockBOY |
| Capital Stock EOY | 3271149 | CapitalStockEOY |
| Total Net Assets BOY | 2352365 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3271149 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2352365 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3271149 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2352365 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 918784 | ExcessOfRevenueOverExpenses |
| Subtotal | 3271149 | Subtotal |
| Total Net Assets Fund Balances EOY | 3271149 | 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 |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT A ST A | P | 2012-01-01 | 2012-12-31 | 82418 | 80025 | 2393 | 2393 |
| SEE ATTACHMENT A ST B | P | 2012-01-01 | 2012-12-31 | 49183 | 54391 | -5208 | -5208 |
| SEE ATTACHMENT A LT B | P | 2011-01-01 | 2012-12-31 | 676766 | 635714 | 41052 | 41052 |
| CAPITAL GAIN DIVIDENDS | P | 6823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 45060 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 626070 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2286615 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.273798 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 399442 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2093761 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.190777 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 265000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1666538 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.159012 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1437941 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05188 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 234242 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1307515 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.179151 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.854618 | TotalDistributionRatio |
| Average Distribution Ratio | 0.170924 | AverageDistributionRatio |
| Net Noncharitable Assets | 2222463 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 379872 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 903 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 380775 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 622000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 903 | InvestmentIncomeExciseTax |
| Subtotal | 903 | Subtotal |
| Tax Based On Investment Income | 903 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 516 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 516 | TotalCreditsAndPayments |
| Tax Due | 387 | 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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LN TYEE TRUST CO - JON TULLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2064645234 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE SUITE 1600 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98104 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
|---|---|---|---|---|---|---|
| JON TULLIS | ||||||
| 420 GLYN WYNNE ROAD | HAVERFORD | PA | 19041 | President | 1.0 | 0 |
| MARY JO BOWMAN | ||||||
| 35 RUSSELL ROAD | NEW CASTLE | DE | 19720 | SECRETARY | 1.0 | 0 |
| THOMAS BURNHAM | ||||||
| 420 GLYN WYNNE ROAD | HAVERFORD | PA | 19041 | TREASURER | 1.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2077778 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 178530 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2256308 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2256308 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33845 | CashDeemedCharitable |
| Net Noncharitable Assets | 2222463 | NetNoncharitableAssets |
| Minimum Investment Return | 111123 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 111123 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 903 | TaxBasedOnInvestmentIncome |
| Total Tax | 903 | TotalTax |
| Distributable Amount Before Adj | 110220 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 110220 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 110220 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 622000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 622000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 903 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 621097 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 110220 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 139222 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3503 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 182033 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 295870 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 512767 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1133395 | TotalExcessDistriCarryover |
| Qualifying Distributions | 622000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 110220 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 511780 | RemainingDistriFromCorpus |
| Total Corpus | 1645175 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 139222 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1505953 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3503 | ExcessFromYear4 |
| Excess From Year3 | 182033 | ExcessFromYear3 |
| Excess From Year2 | 295870 | ExcessFromYear2 |
| Excess From Year1 | 512767 | ExcessFromYear1 |
| Excess From Current Year | 511780 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIDSTONE FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 BROADWAY 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | UNRELATED | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $622,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 622000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,612 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $45,060 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,672 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 97672 | 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 |
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 | CHARLOTTE TAYLOR CLAT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LAIRD NORTON 801 SECOND AVENUE | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1453507 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $2,550 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAIRD NORTON TYEE - MUTUAL FDS | CategoryOrItem |
| Book Value | 1777692 | BookValue |
| EOYFMV | 1936009 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSE | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $6,841 | Amount |
| Net Investment Income | 6841 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAXES | $470 | |
| FOREIGN TAX | $499 | 499 |