TRUE NORTH FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TRUE NORTH FAMILY FOUNDATION (EIN 91-6577620)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631259349102868
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T15:37:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSTEK & CLARK CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVENUE NORTH STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | 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 | 916577620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUE NORTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 4252560240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 91ST AVE NE | AddressLine1Txt |
| City | YARROW POINT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R WILKERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4252560240 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS CLARK CPA | PreparerPersonNm |
| PTIN | P01245271 | PTIN |
| Phone | 2066239395 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,073,504 | 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 |
| Dividends Rev And Expnss | $97,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,112 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $97,112 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,318 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,430 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,112 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,185 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,631 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,631 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,112 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,857 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,763,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,692,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,973,647 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,845,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,792,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,073,504 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,222,459 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,222,459 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$379,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$429,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,842,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,792,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,845,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,792,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,842,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,820,992 | SubtotalAmt |
| Other Decreases | $28,154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,792,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB EMERGING MARKETS EQUITY | P | 2017-12-22 | 2025-09-16 | $7,490 | $6,230 | $1,260 | $1,260 |
| SCHWAB INTERNATIONAL EQUITY | P | 2017-12-22 | 2025-09-16 | $47,479 | $35,898 | $11,581 | $11,581 |
| SCHWAB US BROAD MARKET | P | 2023-11-07 | 2025-06-03 | $319,720 | $193,243 | $126,477 | $126,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,318 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,264 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT R WILKERSON | IndividualWithBooksNm |
| Phone | 4252560240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 91ST AVE NE | AddressLine1Txt |
| City | YARROW POINT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT R WILKERSON | ||||||||
| 4215 91ST AVENUE NE | YARROW POINT | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PEGGY B WILKERSON | ||||||||
| 4215 91ST AVENUE NE | YARROW POINT | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,842,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,943,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,943,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,883,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,264 | TotalTaxAmt |
| Distributable Before Adj | $190,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $256,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,685 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $148,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $214,072 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $34,685 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $179,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,436 | ExcessFromYear4Amt |
| Excess From Year3 | $31,582 | ExcessFromYear3Amt |
| Excess From Year2 | $38,130 | ExcessFromYear2Amt |
| Excess From Year1 | $35,485 | ExcessFromYear1Amt |
| Excess From Current Year | $65,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT R WILKERSON | ContributingManagerNm |
| Contributing Manager | PEGGY B WILKERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKIN | ||||||
| 12360 LAKE CITY WAY NE SUITE 100 | SEATTLE | WA | 98125 | NC | FURTHER CHARITABLE PURPOSE | $35,000 |
| ALLIANCE FOR GUN RESPONSIBILITY | ||||||
| PO BOX 21712 | SEATTLE | WA | 98111 | NC | FURTHER CHARITABLE PURPOSE | $10,000 |
| ASB | ||||||
| 6220 32ND AVENUE NE | SEATTLE | WA | 98115 | NC | FURTHER CHARITABLE PURPOSE | $9,500 |
| AUGIE'S QUEST ALS RESEARCH | ||||||
| PO BOX 9886 | DENVER | CO | 80209 | NC | FURTHER CHARITABLE PURPOSE | $2,500 |
| BELLEVUE LIFESPRING | ||||||
| P O BOX 53203 | BELLEVUE | WA | 98015 | NC | FURTHER CHARITABLE PURPOSE | $7,500 |
| BELLEVUE SCHOOLS FOUNDATION | ||||||
| 12241 MAIN ST | BELLEVUE | WA | 98005 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| BEN TOWNE CENTER FOR CHILDHOOD CANCER RESEARCH - SEATTLE CHILDREN'S | ||||||
| 1100 OLIVE WAY SUITE 100 | SEATTLE | WA | 98101 | NC | FURTHER CHARITABLE PURPOSE | $55,000 |
| CASCADE PUBLIC MEDIA | ||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NC | FURTHER CHARITABLE PURPOSE | $2,000 |
| COMMON POWER FUTURE | ||||||
| PO BOX 51125 | SEATTLE | WA | 98115 | NC | FURTHER CHARITABLE PURPOSE | $40,000 |
| CONSTRUCTION FOR CHANGE | ||||||
| PO BOX 15110 | SEATTLE | WA | 98115 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| DESERT COMMUNITY FOUNDATION | ||||||
| 75105 MERLE DR | PALM DESERT | CA | 92211 | NC | FURTHER CHARITABLE PURPOSE | $7,000 |
| GREENTIKE | ||||||
| 1501 PACIFIC AVENUE SUITE 202 | TACOMA | WA | 98402 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| HOPELINK | ||||||
| 10675 WILLOWS RD NE 275 | REDMOND | WA | 98052 | NC | FURTHER CHARITABLE PURPOSE | $5,000 |
| JUBILEE REACH | ||||||
| 14200 SOUTHEAST 13TH PLACE | BELLEVUE | WA | 98007 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| KINDERING CENTER | ||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NC | FURTHER CHARITABLE PURPOSE | $2,500 |
| KNKX | ||||||
| 2601 4TH AVENUE SUITE 150 | SEATTLE | WA | 98121 | NC | FURTHER CHARITABLE PURPOSE | $250 |
| KUOW | ||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | NC | FURTHER CHARITABLE PURPOSE | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NC | FURTHER CHARITABLE PURPOSE | $5,500 |
| MOCKINGBIRD SOCIETY | ||||||
| 2100 245H AVE S 240 | SEATTLE | WA | 98144 | NC | FURTHER CHARITABLE PURPOSE | $5,000 |
| NW IMMIGRATION RIGHTS SOCIETY | ||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | NC | FURTHER CHARITABLE PURPOSE | $1,250 |
| OLD TOWN COOPERATIVE PRESCHOOL | ||||||
| 2710 N MADISON ST | TACOMA | WA | 98407 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| OVERLAKE HOSPITAL | ||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | NC | FURTHER CHARITABLE PURPOSE | $10,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NC | FURTHER CHARITABLE PURPOSE | $2,500 |
| SAN FRANCISCO MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| TRANSPLANT HOUSE | ||||||
| PO BOX 85218 | SEATTLE | WA | 98145 | NC | FURTHER CHARITABLE PURPOSE | $6,000 |
| WETHERIL NATURE PRESERVE | ||||||
| POINTS LOOP TRAIL | HUNTS POINT | WA | 98004 | NC | FURTHER CHARITABLE PURPOSE | $400 |
| YOUNG LIFE | ||||||
| P O BOX 46054 | SEATTLE | WA | 98146 | NC | FURTHER CHARITABLE PURPOSE | $20,000 |
| BABY 2 BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| FISHLINE | ||||||
| PO BOX 1517 | POULSBO | WA | 98370 | NC | FURTHER CHARITABLE PURPOSE | $2,000 |
| SMART | ||||||
| 1333A NORTH AVE 432 | NEW ROCHELLE | NY | 10804 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| SLS PRESCHOOL | ||||||
| 1335 SUTTER ST | SAN FRANCISCO | CA | 94109 | NC | FURTHER CHARITABLE PURPOSE | $5,000 |
| SANTA CLARA UNIVERSITY | ||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| UNIVERSITY DISTRICT FOOD BANK | ||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| PHI BETA KAPPA SOCIETY | ||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NC | FURTHER CHARITABLE PURPOSE | $100 |
| FAMILY PROMISE OF SKAGIT VALLEY | ||||||
| PO BOX 335 | SEDROWOOLLEY | WA | 98284 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| MARTHA'S VILLAGE AND KITCHEN | ||||||
| 83-791 DATE AVENUE | INDIO | CA | 92201 | NC | FURTHER CHARITABLE PURPOSE | $1,000 |
| MCCALLUM THEATRE | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NC | FURTHER CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $4,185 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,185 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB EMERGING MARKETS EQUITY ETF | AT COST | $115,559 | $138,271 |
| SCHWAB INTERNATIONAL EQUITY ETF | AT COST | $385,926 | $550,829 |
| SCHWAB US AGGREGATE BOND ETF | AT COST | $1,367,271 | $1,275,932 |
| SCHWAB US BROAD MARKET ETF | AT COST | $824,225 | $2,008,615 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $2,000 |
| COST BASIS ADJUSTMENT | $26,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES | Desc |
| Revenue And Expenses Per Books | $1,631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDEPOSITED DONATION CHECKS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |