SAMIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAMIS FOUNDATION (EIN 91-1641746)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349105416
- Schema version
- 2023v5.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:56:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911641746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2066223363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SULLIVAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2066223363 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SULLIVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,955,896 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,079 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,290,502 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,290,502 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,392,955 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $331,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $852,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $130,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,078,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,948,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,888 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,888 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $468,726 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $473,137 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,623 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $68,598 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,254 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,254 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,209 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $232,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $194,642 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,077,273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,029,430 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $47,843 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $374,143 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $374,143 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $149,368 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $149,426 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,783,201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,418,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $340,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,404,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,913,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,504,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,680,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,000,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,084,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,913,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,505,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $993,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,035,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,762,703 | CashBOYAmt |
| Cash EOY | $3,820,577 | CashEOYAmt |
| Cash EOYFMV | $3,820,577 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,116,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,189,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,189,269 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $544,419 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $311,027 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $233,478 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $233,392 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $233,392 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $3,607,669 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,524,645 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,524,645 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $54,164 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $54,164 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $106,901 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $821,700 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $870,991 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $870,991 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,158,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,131,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,131,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,074,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,056,381 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,056,381 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $87,943,906 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $29,042,169 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $58,300,748 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $58,901,737 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $150,584,315 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $24,050,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,950,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,950,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $634,658 | OtherAssetsBOYAmt |
| Other Assets EOY | $594,706 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $594,706 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,867,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,273,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,955,896 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $693,467 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $237,684 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,512,083 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,074,455 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,601,930 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $904,292 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,807,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,216,431 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $97,059,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $103,056,887 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,059,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,056,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,867,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,273,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,059,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $993,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,003,163 | OtherIncreasesAmt |
| Subtotal | $103,056,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,056,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LAND | P | $354,000 | $125,833 | $228,167 | $228,167 |
| PUBLICLY TRADED SECURITIES | P | $498,955 | $395,134 | $103,821 | $103,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $153,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $153,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $153,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,875 | 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 | $157,875 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,477 | OverpaymentAmt |
| Applied To ES Tax | $4,477 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SAMISFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINDA SULLIVAN | IndividualWithBooksNm |
| Phone | 2066223363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET SUITE C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE KANTER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHIEF EXECUTIVE OFFICER | 20.00 | $179,687 | $21,201 | $0 |
| ELI GENAUER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ELLENHORN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| LOUIS TREIGER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREG ROER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | TREASURER | 1.00 | $0 | $0 | $0 |
| VICTOR ALHADEFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELI ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JACK ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DAVE AZOSE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DANA BEHAR | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JERRY COHEN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| HART COLE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| MARIA ERLITZ | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BARRY ERNSTOFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| RABBI BENJAMIN HASSAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI | 1.00 | $0 | $0 | $0 |
| AL MAIMON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BEA NAHON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JUDY NEUMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ERNIE SHERMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 07/23) | 1.00 | $0 | $0 | $0 |
| ELANA ZANA | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA RIVKIN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF DAY SCHO | 40.00 | $167,655 | $19,829 | $0 |
| ARIEL LAPSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF GRANTS M | 40.00 | $137,587 | $7,260 | $0 |
| LINDA MCCLURE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | GRANTS ADMIN ASSISTA | 40.00 | $80,923 | $18,693 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUMBLE MARKETING | |||||
| 12446 SE 26TH PLACE | BELLEVUE | WA | 98005 | WEBSITE DESIGN | $112,595 |
| PETE LEWINSOHN PAINTING | |||||
| 810 NW 197TH ST | SHORELINE | WA | 98117 | PAINTING | $93,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,505,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,412,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $183,958,205 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,876,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $198,876,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,983,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,893,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,794,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,794,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153,398 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $67,414 | IncomeTaxAmt |
| Total Tax | $220,812 | TotalTaxAmt |
| Distributable Before Adj | $9,573,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,573,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,573,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,505,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,505,109 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,573,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,434,286 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,505,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,434,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,070,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,503,043 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR PIONEER SQUARE | |||||||||||||
| 310 1ST AVE SO SUITE 201 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $14,300 | ||||||
| AMERICAN FRIENDS OF LEKET ISRAEL TOTAL | |||||||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $35,000 | ||||||
| AMERICAN FRIENDS OF NATAL | |||||||||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $60,000 | ||||||
| AMERICAN FRIENDS OF OGEN | |||||||||||||
| 2330 MILTON ROAD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $40,000 | ||||||
| AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING | |||||||||||||
| 30 SEAVIEW DRIVE | SECAUCUS | NJ | 07094 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| AMERICAN FRIENDS OF TZALASH | |||||||||||||
| 3385 HOLLYWOOD OAKS DRIVE | FT LAUDERDALE | FL | 33312 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | ||||||
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180,000 | ||||||
| AMERICAN YEDIDIM INC | |||||||||||||
| 17515 NE 7TH AVE NORTH | MIAMI BEACH | FL | 33162 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| AMIT CHILDREN INC | |||||||||||||
| 49 W 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500 | ||||||
| B'NAI BRITH YOUTH ORGANIZATION | |||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 | ||||||
| BNEI AKIVA | |||||||||||||
| 520 8TH AVE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $4,660 | ||||||
| CAMP KESHER | |||||||||||||
| 15727 NE 4TH STREET | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,000 | ||||||
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | |||||||||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $26,000 | ||||||
| CHABAD OF BALLARD | |||||||||||||
| 115 N 85TH ST 102 | SEATTLE | WA | 98103 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,300 | ||||||
| CHABAD OF NORTH SEATTLE | |||||||||||||
| 3015 NE 100TH STREET | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,500 | ||||||
| CHABAD OF THE CENTRAL CASCADES | |||||||||||||
| 24121 SE BLACK NUGGET RD | ISSAQUAH | WA | 98029 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,000 | ||||||
| COLUMBIA BASIN FOUNDATION | |||||||||||||
| 101 BASIN STREET NW | EPHRATA | WA | 98823 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | ||||||
| CONGREGATION BETH ISRAEL | |||||||||||||
| 751 SAN JUAN BLVD | BELLINGHAM | WA | 98229 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| CONGREGATION BETH SHALOM | |||||||||||||
| 6800 35TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $27,900 | ||||||
| CONGREGATION EZRA BESSAROTH | |||||||||||||
| 5217 S BRANDON STREET | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $520 | ||||||
| DOWNTOWN EMERGENCY SERVICE CENTER | |||||||||||||
| 515 THIRD AVENUE | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,170 | ||||||
| FOUNDATION FOR JEWISH CAMP | |||||||||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| FRIENDS OF ISRAEL SCOUTS INC | |||||||||||||
| 575 8TH AVE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,000 | ||||||
| FRIENDS OF THE LOWER GRAND COULEE | |||||||||||||
| PO BOX 1625 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | ||||||
| FRIENDSHIP CIRCLE | |||||||||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | ||||||
| GIVING GROUP COMMUNITY | |||||||||||||
| 2208 CANYONBACK RD | LOS ANGELES | CA | 90049 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | ||||||
| HARING CENTER - UNIVERSITY OF WASHINGTON | |||||||||||||
| 1981 NE COLUMBIA RD | SEATTLE | WA | 98195 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,219 | ||||||
| HERZL-NER TAMID CONSERVATIVE CONGREGATION | |||||||||||||
| 3700 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,380 | ||||||
| HILLEL FOUNDATION FOR JEWISH LIFE AT THE UNIVERSITY OF WASHINGTON | |||||||||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,980 | ||||||
| HOLOCAUST CENTER FOR HUMANITY | |||||||||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | ||||||
| IMPACTISRAEL INC | |||||||||||||
| 4340 EAST WEST HWY SUITE 202 | BETHESDA | MD | 208144488 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $60,000 | ||||||
| INSTITUTE FOR JEWISH IDEAS AND IDEALS | |||||||||||||
| 2 WEST 70TH STREET | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | ||||||
| ISRAEL AMERICAN COUNCIL SEATTLE | |||||||||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| JEWISH DAY SCHOOL | |||||||||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $997,195 | ||||||
| JEWISH FAMILY SERVICE | |||||||||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 | ||||||
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $88,350 | ||||||
| JEWISH FUNDERS NETWORK | |||||||||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| JEWISH NATIONAL FUND | |||||||||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $147,500 | ||||||
| JEWISH PRISONER SERVICES INTERNATIONAL | |||||||||||||
| PO BOX 85840 | SEATTLE | WA | 98145 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,250 | ||||||
| KAV L'NOAR FOUNDATION | |||||||||||||
| 348 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| LIMMUD SEATTLE | |||||||||||||
| 4616 25TH AVENUE NE PMB 216 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $11,694 | ||||||
| MASQUERS THEATER | |||||||||||||
| PO BOX 1174 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | ||||||
| MATI USA | |||||||||||||
| PENN PLAZA SUITE 810 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | ||||||
| MAUI FOOD BANK | |||||||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | ||||||
| MENACHEM MENDEL SEATTLE CHEDER | |||||||||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $805,550 | ||||||
| MERCAZ SEATTLE | |||||||||||||
| PO BOX 51214 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | ||||||
| NLI USA INC | |||||||||||||
| C/O PERRY DAVIS ASSOC 25 WEST 45TH | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $250,000 | ST SUITE 701 | |||||
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,241,418 | ||||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $766,000 | ||||||
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | |||||||||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| RHODES JEWISH HISTORICAL FOUNDATION | |||||||||||||
| 10850 WILSHIRE BLVD SUITE 750 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $360 | ||||||
| SEATTLE HEBREW ACADEMY | |||||||||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,362,532 | ||||||
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $764,825 | ||||||
| SEPHARDIC ADVENTURE CAMP | |||||||||||||
| PO BOX 28511 | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | ||||||
| SEPHARDIC RELIGIOUS SCHOOL | |||||||||||||
| 3121 CASCADIA AVENUE S | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,500 | ||||||
| STAND WITH US NORTHWEST | |||||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | ||||||
| STROUM JEWISH COMMUNITY CENTER | |||||||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | ||||||
| TBS EDUCATION DEPARTMENT | |||||||||||||
| 1322 EAST 30TH AVENUE | SPOKANE | WA | 99203 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | ||||||
| TEMPLE BETH HATFILOH | |||||||||||||
| 201 8TH AVE SE | OLYMPIA | WA | 98501 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| TEMPLE DE HIRSCH SINAI | |||||||||||||
| 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| THE HAROLD GRINSPOON FOUNDATION | |||||||||||||
| 67 HUNT ST SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $65,000 | ||||||
| THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION | |||||||||||||
| 68 3RD STREET | BROOKLYN | NY | 11215 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $49,209 | ||||||
| THE JEWISH EDUCATION PROJECT | |||||||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | ||||||
| TORAH DAY SCHOOL | |||||||||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $377,849 | ||||||
| UJA FEDERATION OF GREATER TORONTO | |||||||||||||
| NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | 4600 BATHURST STREET | TORONTO | ONTARIO | CA | M2R 3V2 | |||||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | |||||||||||||
| 3080 BROADWAY SUITE B208 | NEW YORK | NY | 10027 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | ||||||
| URJ HELLER HIGH | |||||||||||||
| 633 3RD STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $22,500 | ||||||
| WASHINGTON STATE JEWISH HISTORICAL SOCIETY | |||||||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | ||||||
| WEST COAST NCSY | |||||||||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $47,000 | ||||||
| YOUTHCARE | |||||||||||||
| PO BOX 15258 | SEATTLE | WA | 98115 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,000,921 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $560,735 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $406,822 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $796,500 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $667,774 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $348,035 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $121,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,956,688 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,394 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,079 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,392,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $331,988 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TAX OVER-ACCRUAL | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $130,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $130,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,051,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,181,416 | 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 | $34,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,209 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: SAMIS LAND CO. EMPLOYER ID NUMBER: 91-0517717ADDRESS: 208 JAMES STREET, #CSEATTLE, WA 98104 EXCESS BUSINESS HOLDING [ ] YES [X ] NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTM TERM INV G ADM | $616,637 | $616,637 |
| VANGUARD SHORT TERM INVT GRADE ADM | $417,325 | $417,325 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,022,419 | $1,022,419 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES | $634,966 | $634,966 |
| VANGUARD INTERNATIONAL VALUE #46 | $431,602 | $431,602 |
| VANGUARD MID CAP INDEX ADM | $929,126 | $929,126 |
| VANGUARD MIDCAP VALUE INDEX ADMIRAL | $678,105 | $678,105 |
| VANGUARD SMALL CAP INDEX FUND | $474,702 | $474,702 |
| VANGUARD SMALL CAP VALUE INDEX FUND | $723,533 | $723,533 |
| VANGUARD TOT INT ST INDX ADM | $1,520,193 | $1,520,193 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $2,395,645 | $2,395,645 |
| VANGUARD VALUE INDEX ADM | $1,343,748 | $1,343,748 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMIS LAND CO. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $27,950,000 | BookValueAmt |
| EOYFMV | $27,950,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,254 | LegalFeesAmt |
| Net Investment Income | $15,254 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $634,658 | BOYBookValueAmt |
| EOY Book Value | $594,706 | EOYBookValueAmt |
| EOYFMV | $594,706 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $293,695 | $293,695 | $0 |
| AMORTIZATION | $193,148 | $193,148 | $0 |
| GROUNDS EXPENSE | $24,907 | $24,907 | $0 |
| INSURANCE | $504,564 | $504,564 | $0 |
| JANITORIAL | $74,220 | $74,220 | $0 |
| LEASING & MARKETING | $35,284 | $35,284 | $0 |
| LICENSES | $4,229 | $4,229 | $0 |
| MARKETING | $280,661 | $0 | $261,459 |
| OTHER ADMIN | $83,746 | $0 | $78,986 |
| REPAIRS & MAINTENANCE | $883,706 | $883,706 | $0 |
| SECURITY EXPENSE | $48,114 | $48,114 | $0 |
| TENANT PARKING | $4,219 | $4,219 | $0 |
| UTILITY EXPENSES | $352,708 | $352,708 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TAX OVER-ACCRUAL | Desc |
| Revenue And Expenses Per Books | $130,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $130,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS FROM INVESTMENTS | $3,900,000 |
| CHANGE IN VALUE OF SAMIS LAND CO. | $1,100,932 |
| GRANT ADJUSTMENT | $2,231 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE DEPOSITS | $781,930 | $904,292 |
| FEDERAL INCOME TAX LIABILITY | $820,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $189,975 | $32,630 | $194,642 |
| INVESTMENT MANAGEMENT | $42,893 | $42,893 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $1,029,430 | $1,029,430 | $0 |
| PAYROLL TAXES | $47,843 | $0 | $47,843 |
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