MACDONALD-WILL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD-WILL FOUNDATION (EIN 91-0789771)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201201309349100635
- Schema version
- 2011v1.2
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T12:47:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 BROADWAY PLAZA SUITE 900 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910789771 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD-WILL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MACD | NameControl |
| Phone | 2534724428 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA ROAD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE D MACDONALD | Name |
| Title | FOUNDATION MANAGER | Title |
| Phone | 2534724428 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL A REHBERGER | Name |
| PTIN | P00048215 | PTIN |
| Phone | 2535727111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 427225 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 11233 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11233 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3155 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 26310 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3155 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14388 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14388 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 900 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6436 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6436 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 458 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 313 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 79 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 27 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 52 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8773 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7676 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 952 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30773 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7676 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22952 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16385 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6712 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8268 | CashBOY |
| Cash EOY | 2312 | CashEOY |
| Cash EOYFMV | 2312 | CashEOYFMV |
| Accounts Receivable | 242 | AccountsReceivable |
| Accounts Receivable BOY | 372 | AccountsReceivableBOY |
| Accounts Receivable EOY | 242 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 242 | AccountsReceivableEOYFMV |
| Investments Other BOY | 419350 | InvestmentsOtherBOY |
| Investments Other EOY | 409051 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 413946 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 10725 | OtherAssetsBOY |
| Other Assets EOY | 10725 | OtherAssetsEOY |
| Other Assets EOYFMV | 10725 | OtherAssetsEOYFMV |
| Total Assets BOY | 438715 | TotalAssetsBOY |
| Total Assets EOY | 422330 | TotalAssetsEOY |
| Total Assets EOYFMV | 427225 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 470708 | CapitalStockBOY |
| Capital Stock EOY | 470708 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -31993 | RetainedEarningsBOY |
| Retained Earnings EOY | -48378 | RetainedEarningsEOY |
| Total Net Assets BOY | 438715 | TotalNetAssetsBOY |
| Total Net Assets EOY | 422330 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 438715 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 422330 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 438715 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16385 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 422330 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 422330 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 10.8930 SHS NEUBERGER BERMAN GENESIS FUND | 2010-04-01 | 2011-01-06 | 360 | 316 | 44 | 44 | |
| 63.9710 SHS AMERICAN FUNDS INTERNATIONAL GROWTH FUND | 2009-09-29 | 2011-01-06 | 1980 | 1865 | 115 | 115 | |
| 73.7700 SHS AMERICAN FUNDS GROWTH FUND | 2009-09-29 | 2011-01-06 | 2250 | 1910 | 340 | 340 | |
| 48.1630 SHS AMERICAN FUNDS EURO PACIFIC FUND | 2007-03-12 | 2011-01-06 | 1980 | 2246 | -266 | -266 | |
| 64.8980 SHS DAVIS NEW YORK VENTURE | 2009-09-29 | 2011-01-06 | 2250 | 1903 | 347 | 347 | |
| 105.7270 SHS FRANKLIN/TEMPLETON GLOBAL | 2007-03-12 | 2011-01-06 | 1440 | 1166 | 274 | 274 | |
| 14.4400 SHS KEELEY SMALL CAP VALUE FUND | 2009-09-29 | 2011-01-06 | 360 | 279 | 81 | 81 | |
| 48.5830 SHS LOOMIS SAYLES STRATEGIC INCOME FUND | 2007-03-12 | 2011-01-06 | 720 | 727 | -7 | -7 | |
| 156.2200 SHS PIMCO LOW DURATION FUND | 2009-12-02 | 2011-01-06 | 1620 | 1612 | 8 | 8 | |
| 79.3650 SHS PIMCO REAL RETURN FUND | 2007-03-12 | 2011-01-06 | 900 | 860 | 40 | 40 | |
| 249.7690 SHS PIMCO TOTAL RETURN FUND | 2007-03-12 | 2011-01-06 | 2700 | 2610 | 90 | 90 | |
| 153.2850 SHS PIMCO TOTAL RETURN FUND | 2007-03-12 | 2011-01-24 | 1662 | 1602 | 60 | 60 | |
| 151.2400 SHS PIMCO TOTAL RETURN FUND | 2007-03-12 | 2011-04-21 | 1661 | 1580 | 81 | 81 | |
| 152.2900 SHS PIMCO TOTAL RETURN FUND | 2007-03-12 | 2011-07-22 | 1683 | 1591 | 92 | 92 | |
| 139.3600 SHS PIMCO TOTAL RETURN FUND | 2007-03-12 | 2011-10-24 | 1498 | 1456 | 42 | 42 | |
| 129.3800 SHS PIMCO UNCONSTRAINED BOND FUND | 2009-09-29 | 2011-01-06 | 1440 | 1432 | 8 | 8 | |
| CAPITAL GAINS DIVIDENDS | 1806 | 1806 | 1806 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3155 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22697 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 423375 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053610 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19109 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 376481 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050757 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20941 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 443246 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047245 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22938 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 482599 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047530 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21844 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 476348 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045857 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.244999 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049000 | AverageDistributionRatio |
| Net Noncharitable Assets | 427967 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20970 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 67 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 21037 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22952 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 67 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 67 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 67 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 120 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 120 | TotalCreditsAndPayments |
| Overpayment | 53 | Overpayment |
| Amount Credited To Next Year | 53 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | WA | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE MACDONALD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2534724428 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE MACDONALD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FDTN MGR | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
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 | 431499 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2985 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 434484 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 434484 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6517 | CashDeemedCharitable |
| Net Noncharitable Assets | 427967 | NetNoncharitableAssets |
| Minimum Investment Return | 21398 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21398 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 67 | TaxBasedOnInvestmentIncome |
| Total Tax | 67 | TotalTax |
| Distributable Amount Before Adj | 21331 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21331 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21331 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22952 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22952 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 67 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22885 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21331 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 589 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 389 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1738 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2716 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22952 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21331 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1621 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4337 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4337 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 589 | ExcessFromYear4 |
| Excess From Year2 | 389 | ExcessFromYear2 |
| Excess From Year1 | 1738 | ExcessFromYear1 |
| Excess From Current Year | 1621 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BRUCE MACDONALD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NYANZA RD SW | AddressLine1 |
| City | LAKEWOOD | City |
| State | WA | State |
| ZIP Code | 98499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2534724428 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESCRIBED FORM, LETTER ACCOMPANIED BY IRS APPROVAL OF CHARITABLE STATUS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PRIMARILY IN PIERCE COUNTY, WASHINGTON | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 12335 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| ANNIE WRIGHT SCHOOL | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| BROADWAY CENTER | |||||||
| 901 BROADWAY | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| CHARLES WRIGHT ACADEMY | |||||||
| 7723 CHAMBERS CREEK RD W | TACOMA | WA | 98467 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| CHILDREN'S HOME SOCIETY OF WASHINGTON | |||||||
| 5929 WESTGATE BOULEVARD SUITE D | TACOMA | WA | 98406 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| COMMUNITY HEALTH CARE | |||||||
| 101 E 26TH ST | TACOMA | WA | 98421 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| EMERGENCY FOOD NETWORK | |||||||
| 3318 92ND ST S | TACOMA | WA | 98499 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| FRIENDS OF LAKEWOLD | |||||||
| PO BOX 39780 | LAKEWOOD | WA | 98496 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| GREATER PENINSULA CONSERVANCY | |||||||
| 3721 KITSAP WAY SUITE 5 | BREMERTON | WA | 98312 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| HOSPICE OF TACOMA | |||||||
| 315 SOUTH MLK JR WAY 3M-WING | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| MULTICARE HEALTH | |||||||
| PO BOX 5299 MS315-M3-CD | TACOMA | WA | 98415 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| NORTHWEST SINFONIETTA | |||||||
| 1019 PACIFIC AVE 1011 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| PLANNED PARENTHOOD OF PC | |||||||
| 813 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| THE NEIGHBORHOOD CLINIC | |||||||
| 1323 YAKIMA AVE | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER | TACOMA | WA | 98416 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| YMCA RAGS GUILD | |||||||
| 1144 MARKET ST | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| TACOMA SYMPHONY | |||||||
| 901 BROADWAY SUITE 600 | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| FRANCISCAN HOSPICE | |||||||
| 2901 BRIDGEPORT WAY W | UNIVERSITY PLACE | WA | 98466 | NONE | PUBLIC CHARITY | TO FURTHER EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,233 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,155 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,388 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14388 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 900 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 900 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS INVESTMENT ACCOUNT | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 409051 | BookValue |
| EOYFMV | 413946 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CEMETERY LOTS | Description |
| BOY Book Value | 10725 | BOYBookValue |
| EOY Book Value | 10725 | EOYBookValue |
| EOYFMV | 10725 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FILING FEES | 25 | 0 | 0 | 25 |
| BANK CHARGES | 54 | 27 | 0 | 27 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $6,436 | Amount |
| Net Investment Income | 6436 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAX PAID | $313 | 313 | 0 | 0 |
| 2010 TAX DUE | $25 | 0 | 0 | 0 |
| 2011 ESTIMATED TAX PAYMENT | $120 | 0 | 0 | 0 |