BETA

TRUE NORTH FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRUE NORTH FAMILY FOUNDATION (EIN 91-6577620)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202441349349102459
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T11:20:45-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOSTEK & CLARK CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1526 YALE AVENUE NORTH STE AAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916577620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUE NORTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUEBusinessNameControlTxt
Phone2064025991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14005 50TH AVE NEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WILKERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2064025991PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastWILKERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS CLARK CPAPreparerPersonNm
PTINP01245271PTIN
Phone2066239395PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,544,882FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$77,927DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,927DividendsNetInvstIncmAmt
Dividends Adj Net Incm$77,927DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$41,837NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$488,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,837CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,764TotalRevAndExpnssAmt
Total Net Invst Incm$119,764TotalNetInvstIncmAmt
Total Adj Net Incm$77,927TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,875AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,802OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,777OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,677TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,777TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$204,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,777TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$203,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$85,163ExcessRevenueOverExpensesAmt
Net Investment Income$117,987NetInvestmentIncomeAmt
Adjusted Net Income$77,927AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$94,258SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,411SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,411SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,929,512OtherInvestmentsBOYAmt
Other Investments EOY$2,821,221OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,444,424OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,687OtherAssetsBOYAmt
Other Assets EOY$47OtherAssetsEOYAmt
Other Assets EOYFMV$47OtherAssetsEOYFMVAmt
Total Assets BOY$3,025,457TotalAssetsBOYAmt
Total Assets EOY$2,921,679TotalAssetsEOYAmt
Total Assets EOYFMV$3,544,882TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,241,074CapitalStockBOYAmt
Capital Stock EOY$3,222,459CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$215,617RetainedEarningBOYAmt
Retained Earning EOY-$300,780RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,025,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,921,679TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,025,457TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,921,679TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,025,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$85,163ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,940,294SubtotalAmt
Other Decreases$18,615OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,921,679TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB EMERGING MARKETS EQUITYP2017-12-222023-11-09$23,760$28,913-$5,153-$5,153
SCHWAB INTERNATIONAL EQUITYP2017-12-222023-01-23$97,497$96,939$558$558
SCHWAB INTERNATIONAL SMALLCAPP2017-12-222023-11-07$65,814$74,862-$9,048-$9,048
SCHWAB US BROAD MARKET ETFP2017-12-222023-07-07$59,984$37,662$22,322$22,322
SCHWAB US SMALL CAP ETFP2017-12-222023-01-23$241,139$207,981$33,158$33,158
FieldValueIRS element (for citing)
Capital Gain Net Income$41,837CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,640InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,640SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,640TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,687EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,687TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$47OverpaymentAmt
Applied To ES Tax$47AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT R WILKERSONIndividualWithBooksNm
Phone4252560240PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14215 91ST AVE NEAddressLine1Txt
CityYARROW POINTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT R WILKERSON
4215 91ST AVENUE NEYARROW POINTWA98004TRUSTEE1.00$0$0$0
PEGGY B WILKERSON
4215 91ST AVENUE NEYARROW POINTWA98004TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,300,480AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,488AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,383,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,383,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,333,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,640TaxBasedOnInvestmentIncomeAmt
Total Tax$1,640TotalTaxAmt
Distributable Before Adj$165,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$165,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$165,020DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$203,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$165,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$70,356ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$641ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,685ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,436ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,582ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$145,700TotalExcessDistributionCyovAmt
Qualifying Distributions$203,150QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$165,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,130RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$183,830TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$70,356ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$113,474ExcessDistriCyovToNextYrAmt
Excess From Year4$641ExcessFromYear4Amt
Excess From Year3$34,685ExcessFromYear3Amt
Excess From Year2$8,436ExcessFromYear2Amt
Excess From Year1$31,582ExcessFromYear1Amt
Excess From Current Year$38,130ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT R WILKERSONContributingManagerNm
Contributing ManagerPEGGY B WILKERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR GUN RESPONSIBILITY
PO BOX 21712SEATTLEWA98111501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
BELLEVUE BOYS & GIRLS CLUB
209 100TH VE NEBELLEVUEWA98105501(C)(3)FURTHER CHARITABLE PURPOSE$50,000
BELLEVUE LIFESPRING
P O BOX 53203BELLEVUEWA98015501(C)(3)FURTHER CHARITABLE PURPOSE$3,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122501(C)(3)FURTHER CHARITABLE PURPOSE$35,000
COMMON POWER FUTURE
PO BOX 51125SEATTLEWA98115501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
DESERT COMMUNITY FOUNDATION
75105 MERLE DRPALM DESERTCA92211501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
HOPELINK
10675 WILLOWS RD NE 275REDMONDWA98052501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281501(C)(3)FURTHER CHARITABLE PURPOSE$500
KCTS 9
401 MERCER STREETSEATTLEWA98109501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
KINDERING CENTER
16120 NE 8TH STREETBELLEVUEWA98008501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
KNKX
2601 4TH AVENUE SUITE 150SEATTLEWA98121501(C)(3)FURTHER CHARITABLE PURPOSE$250
KUOW
4518 UNIVERSITY WAY NE 310SEATTLEWA98105501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
MOCKINGBIRD SOCIETY
2100 245H AVE S 240SEATTLEWA98144501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
NW IMMIGRATION RIGHTS SOCIETY
615 2ND AVE STE 400SEATTLEWA98104501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
OVERLAKE HOSPITAL
1035 116TH AVE NEBELLEVUEWA98004501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
TRANSPLANT HOUSE
PO BOX 85218SEATTLEWA98145501(C)(3)FURTHER CHARITABLE PURPOSE$15,000
YES FOUNDATION
30600 TELEGRAPH RD SUITE 3225BINGHAM FARMSMI48025501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
YOUNG LIFE
P O BOX 46054SEATTLEWA98146501(C)(3)FURTHER CHARITABLE PURPOSE$21,000
GRAYS HARBOR COMMUNITY FOUNDATION
707 J STHOQUIAMWA98550501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
AUGIE'S QUEST ALS RESEARCH
PO BOX 9886DENVERCO80209501(C)(3)FURTHER CHARITABLE PURPOSE$1,500
CASCADE PUBLIC MEDIA
316 BROADWAYSEATTLEWA98122501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
LEGACY OF ALOHA
225 W PLAZA ST STE 300SOLANA BEACHCA92075501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
GREENTIKE
1501 PACIFIC AVENUE SUITE 202TACOMAWA98402501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
WSU FOUNDATION
PO BOX 641925PULLMANWA99164501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
NORTH COUNTY FOOD PANTRY
40015A N COLLINS RDELKWA99009501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
ASB
6220 32ND AVENUE NESEATTLEWA98115501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,927ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,837ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$119,764ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,764TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANTCategoryTxt
Amt$3,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,875DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHWAB EMERGING MARKETS EQUITY ETFAT COST$121,789$110,266
SCHWAB INTERNATIONAL EQUITY ETFAT COST$421,824$462,628
SCHWAB US AGGREGATE BOND ETFAT COST$1,202,290$1,105,733
SCHWAB US BROAD MARKET ETFAT COST$1,075,318$1,765,797

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXDesc
BOY Book Value$1,687BOYBookValueAmt
EOY Book Value$47EOYBookValueAmt
EOYFMV$47EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJ.Desc
Amt$18,615Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$25$0$0$25
FOREIGN TAXES$1,777$1,777$0$0

Comments

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