TUDOR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TUDOR FOUNDATION (EIN 91-1708176)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349101892
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:13:55-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822050031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Travis Andrews CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15544 65th Place NE | AddressLine1Txt |
| City | Kenmore | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98028 | 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 | 911708176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tudor Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Roger Rieger | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUDO | BusinessNameControlTxt |
| Phone | 2066601197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 Parkside Dr E | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger A Rieger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis R Andrews | PreparerPersonNm |
| PTIN | P01082695 | PTIN |
| Phone | 4254819939 | 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 | $30,172,599 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $116,324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116,324 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $116,324 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $420,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,639 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $420,639 | DividendsAdjNetIncmAmt |
| Gross Sales Price | $300,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,167,607 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,908,081 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,167,607 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,704,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,445,044 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,704,570 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $720 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $720 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,642 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,642 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,830 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,008 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,485 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,376,678 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,376,678 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,523,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,464,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,181,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,445,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,704,570 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,153 | CashBOYAmt |
| Cash EOY | $34,013 | CashEOYAmt |
| Cash EOYFMV | $34,013 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $79,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,120,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,240,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,724,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,146,826 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,845,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,840,557 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | -$820,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$5,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,000,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,551,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,688,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,172,599 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44,485 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $44,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,169,312 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,169,312 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,337,997 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,519,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,507,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,688,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,551,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,688,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,507,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,181,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,688,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,688,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS GROUP INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-11-13 | AcquiredDt |
| Sold | 2025-11-17 | SoldDt |
| Gross Sales Price | $300,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $300,000 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,886 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,886 | SubtotalAmt |
| Tax Based On Investment Income | $47,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,114 | OverpaymentAmt |
| Applied To ES Tax | $4,114 | AppliedToESTaxAmt |
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 | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Rieger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066601197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1809 Parkside Dr E | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|
| Roger A Rieger | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | President | 20.00 | $0 |
| E Annette Rieger | ||||||
| 1809 Parkside Dr E | Seattle | WA | 98112 | SECRETARY | 5.00 | $0 |
| Erin R Baranick | ||||||
| 6073 NE Kelden Place | Seattle | WA | 98105 | Vice President | 0.00 | $0 |
| Michael J Baranick | ||||||
| 6073 NE Kelden Place | Seattle | WA | 98105 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBEID LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 N 775TH RD | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STUDENT COUNSELING | ServiceTypeTxt |
| Compensation | $80,830 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provides mentoring and financial support to low income youth to help them succeed in their education. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Provides affordable rental housing to income restricted residents. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,039,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,251,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,251,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,112,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,886 | TotalTaxAmt |
| Distributable Before Adj | $407,761 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $407,761 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $407,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,464,923 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,464,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,761 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,120,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,478,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,392,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,597,571 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,411,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,001,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,464,923 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $407,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,057,162 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,058,410 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,120,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,937,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,478,747 | ExcessFromYear4Amt |
| Excess From Year3 | $1,392,374 | ExcessFromYear3Amt |
| Excess From Year2 | $1,597,571 | ExcessFromYear2Amt |
| Excess From Year1 | $1,411,582 | ExcessFromYear1Amt |
| Excess From Current Year | $2,057,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISC COLLEGE STUDENTS | |||||||
| 1809 PARKSIDE DR E | SEATTLE | WA | 98112 | NONE | I | EDUCATION | $570,739 |
| AKIN FAMILY FOUNDATION AKA CHILDHAV | |||||||
| 12360 LAKE CITY WAY NE STE 100 | SEATTLE | WA | 98125 | NONE | PC | HUMANITARIAN | $20,000 |
| UNIVERSITY OF KANSAS | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | EDUCATION | $299,752 |
| EMERGENCY FEEDING PROGRAM | |||||||
| 851 HOUSER WAY N | RENTON | WA | 98057 | NONE | PC | HUMANITARIAN | $12,000 |
| MARY MAHONEY PROF NURSES ORG | |||||||
| PO BOX 22003 | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $2,550 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY 500 | SEATTLE | WA | 98101 | NONE | PC | EDUCATION | $130,000 |
| URBAN IMPACT | |||||||
| 7728 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PC | HUMANITARIAN | $1,250 |
| SPARK NORTHWEST | |||||||
| 1402 3RD AVE | SEATTLE | WA | 98101 | NONE | PC | HUMANITARIAN | $20,000 |
| ACADEMIC SPORTS INSTITUTE | |||||||
| PO BOX 78036 | SEATTLE | WA | 98178 | NONE | NC | Education | $170,300 |
| UNIVERSITY OF WASHINGTON | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | NONE | PC | Education | $49,140 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | NONE | PC | HUMANITARIAN | $1,000 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | NONE | PC | PUBLIC AWARENESS | $500 |
| KCTS 9 | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | PUBLIC AWARENESS | $2,100 |
| SEATTLE COLLEGES FOUNDATION | |||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $12,720 |
| SLT SCHOLARS | |||||||
| 34 HILLTOP LN | ST PAUL | MN | 55116 | NONE | I | HUMANITARIAN | $1,575 |
| COLEMAN FAMILY SERVICES | |||||||
| 15 S GRADY WAY STE 533 | RENTON | WA | 98057 | NONE | PC | Humanitarian | $25,000 |
| HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | NONE | PC | ANIMAL RIGHTS | $922 |
| SALVATION ARMY | |||||||
| 1000 4TH AVE S | SEATTLE | WA | 98134 | NONE | PC | Humanitarian | $1,000 |
| SEATTLE TIMES FUNDS FOR THE NEEDY | |||||||
| PO BOX C11025 | SEATTLE | WA | 98111 | NONE | PC | Humanitarian | $200 |
| SPORTS IN SCHOOL | |||||||
| 1211 E DENNY WAY BOX B-1 | SEATTLE | WA | 98122 | NONE | PC | Education | $1,500 |
| VILLA ACADEMY | |||||||
| 5001 NE 50TH ST | SEATTLE | WA | 98105 | NONE | PC | Education | $714,205 |
| WOODLAND PARK ZOO | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | NONE | PC | Wildlife Conservation | $3,000 |
| UNIVERSITY DISTRICT FOOD BANK | |||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | NONE | PC | HUMANITARIAN | $1,000 |
| NATURE CONSERVANCY | |||||||
| 74 WALL ST | SEATTLE | WA | 98121 | NONE | PC | WILDLIFE CONSERVATION | $1,000 |
| PLYMOUTH CONGRESSIONAL CHURCH | |||||||
| 1217 6TH AVE | SEATTLE | WA | 98101 | NONE | PC | RELIGIOUS | $5,000 |
| ROUTE 21 | |||||||
| PO BOX 28858 | SEATTLE | WA | 98118 | NONE | PC | EDUCATION | $16,000 |
| CHAMPS SEATTLE | |||||||
| PO BOX 78651 | SEATTLE | WA | 98178 | NONE | PC | HUMANITARIAN | $140,100 |
| VALLEY HOPE FOUNDATION | |||||||
| PO BOX 59 | NORTON | KS | 67654 | NONE | PC | HUMANITARIAN | $5,000 |
| ASIAN COUNSELING REFERRAL SERVICE | |||||||
| 3639 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98144 | NONE | PC | HUMANITARIAN | $11,250 |
| RISING STAR ELEMENTARY | |||||||
| 8311 BEACON AVE S | SEATTLE | WA | 98118 | NONE | PC | Education | $40,000 |
| BRIGHTSPARK EARLY LEARNING SERVICES | |||||||
| 555 S RENTON VILLAGE PL STE 280 | RENTON | WA | 98057 | NONE | PC | Education | $10,000 |
| NORTHWEST LEGENDS | |||||||
| PO BOX 1406 | OREGON CITY | OR | 97045 | NONE | PC | Education | $39,375 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 100 W HARRISON ST S STE 410 | SEATTLE | WA | 98119 | NONE | PC | Wildlife conservation | $500 |
| SEATTLE PREPARATORY SCHOOL | |||||||
| 2400 11TH AVE E | SEATTLE | WA | 98102 | NONE | PC | Education | $40,000 |
| UNIVERSITY PREPARATORY SCHOOL | |||||||
| 8000 25TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | Education | $25,000 |
| SOUTHEAST SEATTLE SENIOR CENTER | |||||||
| 4655 S HOLLY ST | SEATTLE | WA | 98118 | NONE | PC | Humanitarian | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,376,678 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420,639 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MANAGEMENT FEES | $259,526 |
| QUATAMA HOUSING LP K-1 | $2,908,081 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $536,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,167,607 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,704,570 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | The foundation manages low income housing in the state of orgeon. |
| 11b | The foundation owns a 50% interest in Quatama Housing Limited Partnership which wholly owns a low income housing property in the state of Oregon. |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,642 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,642 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| XCEL ENERGY INC CORP BOND | $98,570 | $99,603 |
| JP MORGAN & CO CORP BOND | $200,000 | $198,500 |
| WELLS FARGO & CO CORP BOND | $200,000 | $195,100 |
| CITIGROUP INC CORP BOND | $200,000 | $200,196 |
| REPUBLIC SERVICES INC CORP BOND | $102,722 | $102,787 |
| AMAZON COM CORP BOND | $255,529 | $257,243 |
| PACIFIC CORP 1ST MORTGAGE CORP BOND | $251,036 | $250,088 |
| NORTHERN STATES 1ST MORTGAGE CORP BOND | $52,771 | $51,025 |
| VISA INC CORP BOND | $241,088 | $243,746 |
| MICROSOFT CO CORP BOND | $244,040 | $242,269 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICROSOFT CORP STOCK | $14,549 | $198,284 |
| FIRST AMERICAN FUNDS TREAS MONEY MKT FD | $354,446 | $354,446 |
| FEDERATED FUNDS HERMES GOV ULTR FUND | $1,742,884 | $1,753,018 |
| AMERICAN FUNDS BALANCED FUND CL A | $1,715,928 | $1,876,974 |
| AMERICAN FUNDS MUTUAL FUND | $575,342 | $633,067 |
| NYLIFE FUNDS US INFRAST BD FUND | $538,529 | $551,238 |
| ARISTOTLE FUNDS CORE INCOME FUND | $1,086,481 | $1,100,844 |
| PIMCO FUNDS INCOME FUND | $1,212,788 | $1,256,637 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | QUATAMA HOUSING LP: BK VALUE = TAX BASIS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,774 | BookValueAmt |
| EOYFMV | $20,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $720 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $720 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSE FEES | Desc |
| Revenue And Expenses Per Books | $2,053 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,053 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $259,526 | $259,526 | |
| QUATAMA HOUSING LP K-1 | $2,908,081 | $2,908,081 | $2,908,081 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STUDENT COUNSELING | CategoryTxt |
| Amt | $80,830 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80,830 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2024 TAX DUE PAYMENT | $4,016 |
| 2024 TAX PENALTY REFUND | $8 |
| 2025 ESTIMATED TAX PAYMENT | $52,000 |