DICKEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DICKEY FOUNDATION (EIN 91-1961319)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349104664
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T17:02:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | PETERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | HEIDI CARDIN CPA | PreparerPersonNm |
| PTIN | P01063266 | PTIN |
| Phone | 4257716055 | PhoneNum |
| Preparation | 2024-05-03 | 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 | $267,156 | 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 | $30,107 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,504 | 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 | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,494 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,494 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,891 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $185,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $197,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $92,337 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,976 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $69,719 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $277,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,156 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,392 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,603 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,603 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $269,594 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $182,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $134,777 | SubtotalAmt |
| Other Decreases | $492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,285 | 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 | $166,985 | GrossSalesPriceAmt |
| Cost Or Other Basis | $107,962 | CostOrOtherBasisAmt |
| Gain Or Loss | $59,023 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $59,023 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,023 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | 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 | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $217 | OverpaymentAmt |
| Applied To ES Tax | $217 | 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 | $305,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$20,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $284,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $284,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $280,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $862 | TotalTaxAmt |
| Distributable Before Adj | $13,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,171 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $208,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $175,804 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $674,753 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,879 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $869,632 | 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 | $124,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $744,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,368 | ExcessFromYear4Amt |
| Excess From Year3 | $157,805 | ExcessFromYear3Amt |
| Excess From Year2 | $175,804 | ExcessFromYear2Amt |
| Excess From Year1 | $139,796 | ExcessFromYear1Amt |
| Excess From Current Year | $194,879 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CIVIL LIBERTIES/EDUCATION | $11,000 |
| ENVIRONMENT WASHINGTON RESEARCH & POLICY CENTER | |||||||
| 505 BROADWAY AVE E 129 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | CONSERVATION/PRESERVATION | $20,000 |
| GREAT PENINSULA CONSERVANCY | |||||||
| 423 PACIFIC AVE SUITE 300 | BREMERTON | WA | 98337 | NONE | 501(C)(3) | CONSERVATION/PRESERVATION | $10,000 |
| KBCS - PUBLIC RADIO | |||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | NONE | 501(C)(3) | GLOBAL MUSIC/EDUCATION | $1,500 |
| MEREDITH MATTHEWS YMCA | |||||||
| 1700 23RD AVE | SEATTLE | WA | 98122 | NONE | 501(C)(3) | SPORTS/EDUCATION | $55,300 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 1229 MADISON STREET | SEATTLE | WA | 98104 | NONE | 501(C)(3) | CIVIL LIBERTIES/EDUCATION | $30,000 |
| SEATTLE PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | EDUCATION | $35,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $10,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| WASHINGTON FARMLAND TRUST | |||||||
| 1402 3RD AVE STE 709 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | FARMLAND PRESERVATION | $21,000 |
| WILDERNESS AWARENESS SCHOOL | |||||||
| PO BOX 219 PMB 137 | DUVALL | WA | 98019 | NONE | 501(C)(3) | CONSERVATION AND EDUCATION | $5,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | CONSERVATION AND PRESERVATION | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C)(3) | CONSERVATION AND PRESERVATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,800 | 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 | $6,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,590 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN GOODFELLOW | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 13TH AVE E 101 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,107 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 220 SHS VALERO ENERGY CROP | NoncashPropertyDesc |
| Fair Market Value | $30,107 | FairMarketValueAmt |
| Received | 2023-03-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PAYPAL HOLDINGS | $10,026 | $9,778 |
| MASTERCARD INC | $10,003 | $9,687 |
| WEC ENERGY GROUP | $2,037 | $1,949 |
| ECOLAB INC. | $10,252 | $9,570 |
| UNITEDHEALTH GRO | $9,995 | $9,774 |
| PEPSICO, INC | $9,676 | $9,482 |
| THE COCA-COLA C | $10,026 | $9,762 |
| AMAZON.COM, INC | $9,961 | $9,717 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | $2,094 | $6,929 |
| ISHARES MSCI EAFE ETF | $13,301 | $14,995 |
| ISHARES RUSSELL MID CAP EFT | $2,710 | $3,809 |
| ISHARES RUSSELL MID CAP GROWTH ETF | $881 | $1,880 |
| ISHARES RUSSELL MID CAP VALUE ETF | $1,595 | $1,744 |
| ISHARES RUSSELL 1000 GROWTH ETF | $20,755 | $66,091 |
| ISHARES RUSSELL 1000 VALUE ETF | $44,102 | $67,092 |
| ISHARES RUSSELL 2000 GROWTH ETF | $2,929 | $4,540 |
| ISHARES RUSSELL 2000 VALUE ETF | $2,475 | $4,039 |
| JPM BETABULD DV ASIA PCIFC EX JP ETF | $1,210 | $1,238 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $6,361 | $8,047 |
| VANGUARD FTSE EMERGING MARKETS ETF | $7,699 | $8,713 |
| VANGUARD SMALL CAP ETF IV | $4,800 | $8,320 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $492 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $1,891 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,891 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN PAYABLE | Desc |
| BOY Book Value | $8,392 | BOYBookValueAmt |
| EOY Book Value | $48,603 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $79 | Amt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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