JOYCE SWAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE SWAN FOUNDATION (EIN 41-1925861)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202601139349100145
- Schema version
- 2025v4.0
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T17:01:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411925861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE SWAN FOUNDATION IMA XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAN | BusinessNameControlTxt |
| Phone | 5093533898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2127 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992102127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUTHORIZED OFFICER | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 5093533898 | PhoneNum |
| Signature | 2026-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA L MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,607,880 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $518,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,745 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $80 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $79,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,428 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,327 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,327 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,078 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,808 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,270 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,484 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,355,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,349,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,544,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,422,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,413,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,422,990 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,413,085 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,413,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $779 | OtherIncreasesAmt |
| Subtotal | $1,413,769 | SubtotalAmt |
| Other Decreases | $684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1481.079 NUVEEN REAL ESTATE SECUR-I | 2024-05-01 | 2025-02-19 | $22,586 | $20,631 | $1,955 | $1,955 | |
| 2103.717 NUVEEN GLOBAL INFRSTRCT-IUSD | 2024-05-01 | 2025-02-20 | $24,698 | $22,510 | $2,188 | $2,188 | |
| 1846.506 NUVEEN REAL ESTATE SECUR-I | 2024-05-01 | 2025-03-19 | $27,882 | $25,722 | $2,160 | $2,160 | |
| 2397.078 NUVEEN GLOBAL INFRSTRCT-IUSD | 2024-05-01 | 2025-03-19 | $28,525 | $25,649 | $2,876 | $2,876 | |
| 3241.191 AQR MANAGED FUTURES STR-I | 2024-05-01 | 2025-05-02 | $28,198 | $30,078 | -$1,880 | -$1,880 | |
| 11. AMERISOURCEBERGEN CORP | 2022-08-30 | 2025-05-02 | $3,222 | $1,618 | $1,604 | $1,604 | |
| 708.304 BLACKROCK MID CAP GRW EQ-K | 2024-05-01 | 2025-05-02 | $28,899 | $27,603 | $1,296 | $1,296 | |
| 17. BROADCOM INC | 2024-08-26 | 2025-05-02 | $3,471 | $2,724 | $747 | $747 | |
| 90.155 COHEN & STEERS INST RLTY | 2025-02-19 | 2025-05-02 | $4,472 | $4,437 | $35 | $35 | |
| 361.41 CATR FITZ COM RN SG FD-I USD | 2024-05-01 | 2025-05-02 | $8,457 | $8,265 | $192 | $192 | |
| 3578.779 DFA INTL SMALL COMP | 2024-05-01 | 2025-05-02 | $77,409 | $69,357 | $8,052 | $8,052 | |
| 5. DEERE & CO | 2024-05-01 | 2025-05-02 | $2,411 | $1,942 | $469 | $469 | |
| 2683.485 FED HERM TTL RTRN BND-INST | 2024-05-01 | 2025-05-02 | $25,252 | $24,688 | $564 | $564 | |
| 490.509 GATEWAY FUND-Y | 2024-05-01 | 2025-05-02 | $22,323 | $20,302 | $2,021 | $2,021 | |
| 13. REPUBLIC SERVICES INC | 2024-05-01 | 2025-05-02 | $3,258 | $2,422 | $836 | $836 | |
| 645.198 VICTORY SYCAMORE EST VAL-I | 2024-05-01 | 2025-05-02 | $28,473 | $30,795 | -$2,322 | -$2,322 | |
| 33. ADOBE SYSTEMS INC | 2024-05-01 | 2025-06-03 | $13,556 | $15,704 | -$2,148 | -$2,148 | |
| 37. ADVANCED MICRO DEVICES | 2024-12-10 | 2025-06-03 | $4,312 | $4,707 | -$395 | -$395 | |
| 99. ADVANCED MICRO DEVICES | 2024-05-01 | 2025-06-03 | $11,539 | $14,545 | -$3,006 | -$3,006 | |
| 64. PALO ALTO NETWORKS INC | 2024-05-01 | 2025-06-03 | $12,588 | $9,346 | $3,242 | $3,242 | |
| 11. SERVICENOW INC | 2024-05-01 | 2025-06-03 | $11,106 | $7,661 | $3,445 | $3,445 | |
| 462.615 GQG PART EMERG MKTS EQ-INST | 2024-12-10 | 2025-09-17 | $8,147 | $7,871 | $276 | $276 | |
| 3794.195 GQG PART EMERG MKTS EQ-INST | 2024-05-01 | 2025-09-17 | $66,816 | $65,753 | $1,063 | $1,063 | |
| 30. VALERO ENERGY CORP NEW | 2024-05-01 | 2025-10-08 | $4,886 | $4,699 | $187 | $187 | |
| 15. L3HARRIS TECHNOLOGIES INC | 2024-05-01 | 2025-11-19 | $4,280 | $3,194 | $1,086 | $1,086 | |
| 6. PARKER HANNIFIN | 2024-12-10 | 2025-11-19 | $4,912 | $4,065 | $847 | $847 | |
| 36. STARBUCKS CORP | 2024-05-01 | 2025-11-19 | $3,002 | $2,663 | $339 | $339 | |
| 25. TJX COMPANIES INC | 2024-05-01 | 2025-11-19 | $3,638 | $2,352 | $1,286 | $1,286 | |
| 510.94 BLACKROCK MID CAP GRW EQ-K | 2024-05-01 | 2025-11-21 | $20,652 | $19,911 | $741 | $741 | |
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,989 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,904 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,904 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,942 | OverpaymentAmt |
| Applied To ES Tax | $964 | AppliedToESTaxAmt |
| Refund | $13,978 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON TRUST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5093533898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2127 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992102127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAN ALAN WILLIAMS | ||||||
| 19313 60TH AVE WEST | LYNNWOOD | WA | 98037 | TREASURER | 1 | $0 |
| AIMEE JOIE COOMBS | ||||||
| 5814 EAST MERCER WAY | MERCER ISLND | WA | 98040 | SECRETARY | 1 | $0 |
| WENDY KAE PERKINS | ||||||
| 644 HUTCHINSON ST | VISTA | CA | 92083 | PRESIDENT | 1 | $0 |
| PAULA KATHLEEN PARDINI | ||||||
| 369 CARMEL AVE | PACIFICA | CA | 94044 | HISTORIAN | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,486,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,558,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,558,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,535,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $962 | TotalTaxAmt |
| Distributable Before Adj | $75,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,806 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $64,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,402 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,402 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $69,611 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YES FOUNDATION OF WHITE CENTER | |||||||
| PO BOX 41260 | SEATTLE | WA | 98146 | NONE | PC | GENERAL OPERATING | $5,000 |
| THE EVANGELICAL COVENANT | |||||||
| 8303 WEST HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | GENERAL OPERATING | $5,000 |
| FAMILY POLICY OF WASHINGTON | |||||||
| 16108 ASH WAY SUITE 113 | LYNNWOOD | WA | 98087 | NONE | PC | GENERAL OPERATING | $5,000 |
| LANCE WALLNAU MINISTRIES | |||||||
| PO BOX 2688 | KELLER | TX | 76244 | NONE | PC | GENERAL OPERATING | $3,000 |
| WESTGATE CHAPEL | |||||||
| 22901 EDMONDS WAY | EDMONDS | WA | 98202 | NONE | PC | GENERAL OPERATING | $3,000 |
| INSTITUTE FOR CREATION RESEARCH | |||||||
| PO BOX 59029 | DALLAS | TX | 75229 | NONE | PC | GENERAL OPERATING | $3,000 |
| ANDREW WOMMACK MINISTRIES | |||||||
| 1 INNOVATION WAY | WOODLAND PARK | CO | 80863 | NONE | PC | GENERAL OPERATING | $3,000 |
| JOYCE MEYER MINISTRIES | |||||||
| PO BOX 655 | FENTON | MO | 63026 | NONE | PC | GENERAL OPERATING | $3,000 |
| EMPTY CRADLE | |||||||
| 31938 TEMECULA PKWY STE A 385 | TEMECULA | CA | 92592 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| THE NEW INTERNATIONAL UNIVERSITY | |||||||
| 12819 SE 38TH ST | BELLEVUE | WA | 98006 | NONE | PC | PROGRAM SUPPORT | $13,500 |
| IWIKUA | |||||||
| PO BOX 851 | WAIMEA | HI | 96796 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| CRAFTSMEN ONE TWENTY GLOBAL | |||||||
| 1517 HALIA CT | ENCINTAS | CA | 92024 | NONE | PC | GENERAL OPERATING | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 990PF REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $80 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,981 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,327 | Amt |
| Disbursements Charitable Prps | $1,327 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR ROC ON SALES | $8 |
| MUTUAL FUND TIMING ADJUSTMENT | $2 |
| ROUNDING ADJUSTMENT | $3 |
| 2026 INCOME TAXED IN 2025 | $671 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 990PF REFUND | Desc |
| Revenue And Expenses Per Books | $80 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 INCOME TAXED IN 2024 | Desc |
| Amt | $779 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,078 | Amt |
| Net Investment Income | $9,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,270 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - PRIOR YR | $7,218 | $0 | $0 |
| FEDERAL ESTIMATES | $7,952 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $292 | $292 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $114 | $114 | $0 |