THE ARBUTUS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE ARBUTUS FAMILY FOUNDATION (EIN 26-0856094)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202641009349101759
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T13:52:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 260856094 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Arbutus Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ARBU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amanda Schuster | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,401,115 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,082 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,910 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $252,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,803 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,920 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,666 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $801,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $949,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,331,255 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $827,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,019,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,401,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $827,512 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,019,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $827,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $827,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,019,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $827,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,019,406 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $417,934 | GrossSalesPriceAmt |
| Cost Or Other Basis | $307,024 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,910 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,910 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,917 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,917 | SubtotalAmt |
| Tax Based On Investment Income | $1,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $639 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $639 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,278 | TaxDueAmt |
| Refund | $0 | 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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amanda Schuster | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,080,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,149,666 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,149,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,132,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,917 | TotalTaxAmt |
| Distributable Before Adj | $54,704 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,704 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,704 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,666 | 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 | $56,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,691 | UndistributedIncomePYAmt |
| Qualifying Distributions | $56,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,691 | AppliedToYear1Amt |
| Applied To Current Year | $2,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $51,729 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Amanda Schuster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2111 KING ST | BELLINGHAM | WA | 98225 | N/A | PC | Western Washington Flooding | $1,000 |
| AMERICAN RED CROSS -SNOHOMISH COUNTY CHAPTER | |||||||
| 2530 LOMBARD AVE | EVERETT | WA | 98201 | N/A | PC | Western Washington Flooding | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $1,000 |
| BUILDON INC | |||||||
| 13941 219TH AVE NE | WOODINVILLE | WA | 98077 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| PO BOX 7412338 | CHICAGO | IL | 60674 | N/A | PC | General & Unrestricted | $1,000 |
| CHARITY NAVIGATOR | |||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $1,000 |
| CHILD FOUNDATION | |||||||
| 2020 NE 102ND AVE | PORTLAND | OR | 97220 | N/A | PC | General & Unrestricted | $1,000 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE 305 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $1,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | Charitable Event | $1,000 |
| EASTWEST FOOD RESCUE | |||||||
| 17641 GARDEN WAY NE | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $1,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,500 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF SNOW CANYON STATE PARK | |||||||
| PO BOX 344 | SANTA CLARA | UT | 84765 | N/A | PC | General & Unrestricted | $500 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $1,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| GOOD360 | |||||||
| 625 N WASHINGTON ST STE 324 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 500 NACHES AVE SW STE 200 | RENTON | WA | 98057 | N/A | PC | General & Unrestricted | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | General & Unrestricted | $1,000 |
| HOMEWARD PET ADOPTION CENTER | |||||||
| 13132 NE 177TH PL | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $1,000 |
| HOPELINK | |||||||
| PO BOX 3577 | REDMOND | WA | 98073 | N/A | PC | General & Unrestricted | $1,500 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | General & Unrestricted | $1,500 |
| INTERNATIONAL RELIEF TEAMS | |||||||
| 3545 CAMINO DEL RIO S STE A | SAN DIEGO | CA | 92108 | N/A | PC | General & Unrestricted | $1,000 |
| IVINS INSPIRED | |||||||
| 701 E CHAMELEON DRAW CIR | IVINS | UT | 84738 | N/A | PC | Wind Sculptures permanent display Hwy 91 round-about | $2,500 |
| KAYENTA ARTS FOUNDATION | |||||||
| 881 N COYOTE GULCH CT | IVINS | UT | 84738 | N/A | PC | General & Unrestricted | $1,500 |
| KAYENTA DESERT ARBORETUM FOUNDATION | |||||||
| 648 N WISTERIA WAY | IVINS | UT | 84738 | N/A | PC | General & Unrestricted | $500 |
| MALTBY FOOD BANK | |||||||
| 21104 86TH AVE SE | SNOHOMISH | WA | 98296 | N/A | PC | General & Unrestricted | $1,000 |
| MARYS PLACE SEATTLE | |||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | N/A | PC | Charitable Event | $1,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| PO BOX 4288 | PORTLAND | OR | 97208 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $1,500 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | Charitable Event | $1,000 |
| PASADOS SAFE HAVEN | |||||||
| PO BOX 171 | SULTAN | WA | 98294 | N/A | PC | General & Unrestricted | $1,000 |
| SERVE OUR DOG AREAS SODA | |||||||
| 16546 NE 98TH CT | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $500 |
| SHELTER BOX USA | |||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93150 | N/A | PC | General & Unrestricted | $1,000 |
| SUMMIT ASSISTANCE DOGS | |||||||
| PO BOX 699 | ANACORTES | WA | 98221 | N/A | PC | General & Unrestricted | $1,000 |
| THE FISTULA FOUNDATION | |||||||
| 1700 THE ALAMEDA STE 300 | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $1,000 |
| THE MOUNTAINS TO SOUND GREENWAY TRAIL | |||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,000 |
| TUACAHN CENTER FOR THE ARTS | |||||||
| 1100 N TUACAHN DR | IVINS | UT | 84738 | N/A | PC | General & Unrestricted | $500 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 W | SALT LAKE CITY | UT | 84119 | N/A | PC | General & Unrestricted | $1,500 |
| VASHON MAURY COMMUNITY FOOD BANK | |||||||
| PO BOX 1205 | VASHON | WA | 98070 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 2ND AVE STE 300 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $1,000 |
| WATER MISSIONS INTERNATIONAL | |||||||
| PO BOX 63320 | CHARLOTTE | NC | 28263 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,663 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,230 | 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 | $22,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,198 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Schuster Mark A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,082 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VANGUARD DIVIDEND GROWTH FD VDIGX, 5235 sh. | NoncashPropertyDesc |
| Fair Market Value | $200,082 | FairMarketValueAmt |
| Received | 2025-12-15 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MAR | $46,836 | $59,826 |
| ISHARES CORE US REIT ETF | $24,709 | $25,595 |
| ISHARES TRUST RUSSELL MIDCAP I | $4,783 | $10,618 |
| SPDR PORTFOLIO DEVELOPED WORLD | $24,032 | $23,937 |
| SPDR PORTFOLIO EMERGING MARKET | $11,337 | $11,375 |
| SPDR PORTFOLIO SMALL CAP ETF | $44,839 | $50,890 |
| VANGUARD DIVIDEND APPRECIATION | $87,153 | $139,097 |
| VANGUARD EMERGING MARKETS GOVE | $47,199 | $47,943 |
| VANGUARD FTSE DEVELOPED MARKET | $151,604 | $218,295 |
| VANGUARD MID-CAP ETF | $11,727 | $20,651 |
| VANGUARD S&P 500 ETF | $145,012 | $338,264 |
| VANGUARD SHORT TERM INFLATION | $30,878 | $31,407 |
| VANGUARD TOTAL BOND MARKET ETF | $145,475 | $147,103 |
| VANGUARD ULTRASHORT BOND | $146,919 | $147,178 |
| WORLD GOLD TRUST SPDR GOLD MIN | $27,043 | $59,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,641 | $9,641 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,920 | Amt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $600 |
| 990-PF Extension for 2024 | $200 |