DICKEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DICKEY FOUNDATION (EIN 91-1961319)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-08
- IRS object ID
- 202641599349100724
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-08T12:59:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911056739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINE DAHLEN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 188TH STREET SW STE 322 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98037 | 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 | 911961319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKEY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 2063282768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 18TH AVE E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063282768 | PhoneNum |
| Signature | 2026-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI CARDIN CPA | PreparerPersonNm |
| PTIN | P01063266 | PTIN |
| Phone | 4257716055 | PhoneNum |
| Preparation | 2026-06-04 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $204,279 | 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 | $151,442 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,791 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,027 | CashBOYAmt |
| Cash EOY | $10,330 | CashEOYAmt |
| Cash EOYFMV | $10,330 | CashEOYFMVAmt |
| Corporate Stock BOY | $51,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $144,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,744 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $102,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $204,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $102,836 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,385 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $131,195 | SubtotalAmt |
| Other Decreases | $1,810 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,385 | 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 | $103,727 | GrossSalesPriceAmt |
| Cost Or Other Basis | $58,068 | CostOrOtherBasisAmt |
| Gain Or Loss | $45,659 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $45,659 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | 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 | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | 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 | BARBARA PETERSON | IndividualWithBooksNm |
| Phone | 2063282768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 18TH AVE EAST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| BARBARA PETERSON | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | PRESIDENT, SEC-TREAS | 2.00 | $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 | $165,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $218,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $218,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $215,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $674 | TotalTaxAmt |
| Distributable Before Adj | $10,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,084 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,805 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $175,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $813,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $929,539 | 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 | $157,805 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $771,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,804 | ExcessFromYear4Amt |
| Excess From Year3 | $139,796 | ExcessFromYear3Amt |
| Excess From Year2 | $194,879 | ExcessFromYear2Amt |
| Excess From Year1 | $145,139 | ExcessFromYear1Amt |
| Excess From Current Year | $116,116 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN GOODFELLOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | NC | CIVIL LIBERTIES/EDUCATION | $15,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | NC | CONSERVATION AND PRESERVATION | $1,000 | |
| KBCS - PUBLIC RADIO | ||||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | NONE | NC | GLOBAL MUSIC/EDUCATION | $1,500 | |
| KUOW | ||||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | NONE | NC | MUSIC/EDUCATION | $3,000 | |
| MEREDITH MATTHEWS YMCA | ||||||||
| 1700 23RD AVE | SEATTLE | WA | 98122 | NONE | NC | SPORTS/EDUCATION | $51,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 1229 MADISON STREET | SEATTLE | WA | 98104 | NONE | NC | CIVIL LIBERTIES/EDUCATION | $15,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | NC | EDUCATION | $3,000 | |
| WILDERNESS AWARENESS SCHOOL | ||||||||
| PO BOX 219 PMB 137 | DUVALL | WA | 98019 | NONE | NC | CONSERVATION AND EDUCATION | $6,000 | |
| SAMA SEATTLE SACRED MUSIC AND ART | ||||||||
| 433 13TH AVE E STE 101 | SEATTLE | WA | 98102 | SHARED GOVERNANCE | NC | CULTURAL PRESERVATION | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | NONE | NC | CONSERVATION AND PRESERVATION | $2,000 | |
| CASCADE PBS | ||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | NC | PUBLIC TELEVISION | $1,000 | |
| ARTE NOIR | ||||||||
| MIDTOWN SQUARE 2301E UNION STREET | SEATTLE | WA | 98122 | NONE | NC | ART/EDUCATION | $500 | SUITE H |
| SHORT MT SANCTUARY | ||||||||
| 247 SANCTUARY LANE | LIBERTY | TN | 37095 | NONE | NC | CONSERVATION AND PRESERVATION | $7,500 | |
| NOPAL & MESQUITE SACRED PATHWAYS | ||||||||
| 1840 BURTON DR | AUSTIN | TX | 78741 | NONE | NC | CONSERVATION AND PRESERVATION | $5,000 | |
| VASHON MAURY FOOD BANK | ||||||||
| 17928 VASHON HWY SW | VASHON | WA | 98070 | NONE | NC | FOOD SECURITY | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,000 | 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 | $4,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,423 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | |||||||
| 1 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $33,837 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 2 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $31,486 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 3 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $36,098 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 4 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $50,000 | Yes (X) | |
| JOHN GOODFELLOW | |||||||
| 5 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $21 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 125 SHS AMGEN INC | $33,837 | 2025-01-15 |
| 2 | 75 SHS ADOBE INC | $31,486 | 2025-01-15 |
| 3 | 39 SHS COSTCO WHSL CORP | $36,098 | 2025-01-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TREASURY | $5,065 | $5,065 |
| UNITEDHEALTH GRO | $9,995 | $9,949 |
| PEPSICO, INC | $9,676 | $9,877 |
| THE COCA-COLA C | $10,012 | $9,963 |
| AMAZON.COM, INC | $9,961 | $9,947 |
| WASTE MANAGEMNET | $4,932 | $4,943 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | $2,418 | $5,412 |
| ISHARES MSCI EAFE ETF | $6,960 | $10,083 |
| ISHARES RUSSELL MID CAP EFT | $1,161 | $2,214 |
| ISHARES RUSSELL MID CAP GROWTH ETF | $539 | $1,506 |
| ISHARES RUSSELL MID CAP VALUE ETF | $957 | $1,269 |
| ISHARES RUSSELL 1000 GROWTH ETF | $17,806 | $53,483 |
| ISHARES RUSSELL 1000 VALUE ETF | $24,373 | $44,592 |
| ISHARES RUSSELL 2000 GROWTH ETF | $1,740 | $3,553 |
| ISHARES RUSSELL 2000 VALUE ETF | $2,210 | $3,262 |
| JPM BETABULD DV ASIA PCIFC EX JP ETF | $919 | $1,070 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $3,201 | $5,560 |
| VANGUARD FTSE EMERGING MARKETS ETF | $3,417 | $5,752 |
| VANGUARD SMALL CAP ETF IV | $3,713 | $6,449 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,810 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $1,254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,254 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $48 | Amt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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