HIGGINS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HIGGINS FAMILY FOUNDATION (EIN 91-6531936)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349102798
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T15:05:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910954290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALKER GARRETT BOURN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 NE 100TH STREET SUITE 350 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | 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 | 916531936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HIGGINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGG | BusinessNameControlTxt |
| Phone | 2063321230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 264 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980400264 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK PETE HIGGINS II | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2063321230 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE GARRETT | PreparerPersonNm |
| PTIN | P00965053 | PTIN |
| Phone | 2066828060 | PhoneNum |
| Preparation | 2026-05-07 | 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 | $3,928,885 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $475 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $392,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $705,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $392,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $441,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $745 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $745 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,786 | CashBOYAmt |
| Cash EOY | $75,759 | CashEOYAmt |
| Cash EOYFMV | $75,759 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,782,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,708,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,641,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,498 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $212,308 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $211,802 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,054,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,996,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,928,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,054,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,996,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,054,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,054,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,996,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,054,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,018,101 | SubtotalAmt |
| Other Decreases | $21,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN - LONG-TERM PUBLICLY TRADED | $685,943 | $312,641 | $373,302 | $373,302 | |
| CAPITAL GAINS DIVIDENDS | $19,644 | $19,644 | $19,644 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $392,946 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,940 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,940 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,625 | 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 | $6,625 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $685 | OverpaymentAmt |
| Applied To ES Tax | $685 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FRANK M HIGGINS II | IndividualWithBooksNm |
| Phone | 2063321230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 264 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK M HIGGINS II | ||||||||
| PO BOX 264 | MERCER ISLAND | WA | 98040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LESLIE MAGID | ||||||||
| PO BOX 264 | MERCER ISLAND | WA | 98040 | TRUSTEE | 0.50 | $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 | $3,949,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,019,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,019,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,958,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,940 | TotalTaxAmt |
| Distributable Before Adj | $192,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $446,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $149,628 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $261,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $350,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,193,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $446,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,738 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,448,209 | 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 | $149,628 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,298,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $261,351 | ExcessFromYear4Amt |
| Excess From Year3 | $261,971 | ExcessFromYear3Amt |
| Excess From Year2 | $350,037 | ExcessFromYear2Amt |
| Excess From Year1 | $170,484 | ExcessFromYear1Amt |
| Excess From Current Year | $254,738 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK M HIGGINS II | ContributingManagerNm |
| Contributing Manager | LESLIE MAGID | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 47839 | BOONE | IA | 500370839 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S HOSPITAL CIRCLE OF CARE | ||||||||
| PO BOX 5371 | SEATTLE | WA | 981455005 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLLEGE IS REAL | ||||||||
| 550 HARTZ AVENUE SUITE 200 | DANVILLE | CA | 94526 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FORTERRA NW | ||||||||
| 5101 14TH AVE NW SUITE 200 307 | SEATTLE | WA | 98164 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRED HUTCHINSON CANCER RESEARCH | ||||||||
| 1100 FAIRVIEW AVE N MAIL STOP | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | J5-200 |
| LONG LIVE THE KINGS | ||||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RAINER SCHOLARS | ||||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REPRESENT US | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SEATTLE CHILDREN'S HOSPITAL | ||||||||
| PO BOX 5371 MS 818-FI | SEATTLE | WA | 981455005 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOULIMINATION | ||||||||
| 6200 SAND POINT WAY NE STE 101B | SEATTLE | WA | 98115 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| STEWARDSHIP PARTNERS | ||||||||
| 80 SOUTH YESLER WAY SUITE 315 | SEATTLE | WA | 98104 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SWEDISH HOSPITAL FOUNDATION | ||||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE SEATTLE AQUARIUM SOCIETY | ||||||||
| 1483 ALASKAN WAY | SEATTLE | WA | 981012015 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UW MEDICINE DEVELOPMENT | ||||||||
| PO BOX 358045 | SEATTLE | WA | 981958045 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| WILD SALMON CENTER | ||||||||
| 2001 NW 19TH AVE SUITE 200 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $475 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $392,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,694 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,490 | Amt |
| Net Investment Income | $745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $745 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES TRUST | BondNm |
| EOY Book Value | $212,308 | EOYBookValueAmt |
| EOYFMV | $211,802 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $158,051 | $668,525 |
| SPDR S&P 500 ETF TRUST | $332,963 | $968,326 |
| INVESCO QQQ TR SER 1 | $767,864 | $1,537,618 |
| ROWE T PRICE CAP | $450,000 | $466,855 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $21,156 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN INVESTMENT EXPENSES | CategoryTxt |
| Amt | $13,588 | Amt |
| Net Investment Income | $13,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME AND EXCISE TAX | CategoryTxt |
| Amt | $17,466 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |