BETA

DUIM FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DUIM FAMILY FOUNDATION (EIN 91-1872763)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349105554
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)
Return2024-05-14T14:27:00-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Don S Archiable CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1523 S Hawthorne AveAddressLine1Txt
CityElmhurstCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911872763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Duim Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUIMBusinessNameControlTxt
Phone4256876972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13410 NE Harrison StAddressLine1Txt
CityIssaquahCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98029ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary T DuimPersonNm
Person TitleDirectorPersonTitleTxt
Phone4256876972PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGaryPersonFirstNm
Person LastDuimPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon S ArchiablePreparerPersonNm
PTINP01030893PTIN
Phone8882797818PhoneNum
Preparation2024-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,664,974FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,020DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$68,701NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,179,690GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,701CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$114,385TotalRevAndExpnssAmt
Total Net Invst Incm$114,721TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$990AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$5,508OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,508OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$568TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,066TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,498TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$261,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$261,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$268,566TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,498TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$154,181ExcessRevenueOverExpensesAmt
Net Investment Income$108,223NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,856CashBOYAmt
Cash EOY$11,152CashEOYAmt
Cash EOYFMV$11,152CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,549,192OtherInvestmentsBOYAmt
Other Investments EOY$1,453,715OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,653,822OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,619,048TotalAssetsBOYAmt
Total Assets EOY$1,464,867TotalAssetsEOYAmt
Total Assets EOYFMV$1,664,974TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,619,048RetainedEarningBOYAmt
Retained Earning EOY$1,464,867RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,619,048TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,464,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,619,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,464,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,619,048TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$154,181ExcessRevenueOverExpensesAmt
Subtotal$1,464,867SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,464,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$1,179,690GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$1,110,989CostOrOtherBasisAmt
Gain Or Loss$68,701GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$68,701GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$68,701CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,504InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,504SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,504TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$30EsPenaltyAmt
Tax Due$1,534TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGary T DuimIndividualWithBooksNm
Phone4256876972PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13410 NE Harrison StAddressLine1Txt
CityIssaquahCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98029ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gary T Duim
3410 NE Harrison StIssaquahWA98029President4.00$0$0$0
Linda K Duim
3410 NE Harrison StIssaquahWA98029Vice President0.00$0$0$0
Douglas A Duim
3410 NE Harrison StIssaquahWA98029Secretary/Trasurer0.00$0$0$0
Rae Ann Duim
3410 NE Harrison StIssaquahWA98029Director0.00$0$0$0
Deanna K Duim
3410 NE Harrison StIssaquahWA98029Director0.00$0$0$0
Duane M Duim
3410 NE Harrison StIssaquahWA98029Director0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,654,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,724,313TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,724,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,698,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,504TaxBasedOnInvestmentIncomeAmt
Total Tax$1,504TotalTaxAmt
Distributable Before Adj$83,418DistributableBeforeAdjAmt
Distributable Before Ded$83,418DistributableBeforeDedAmt
Distributable As Adjusted$83,418DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,500ExpensesAndContributionsAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,418DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$175,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$130,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$849,000TotalExcessDistributionCyovAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$261,500RemainingDistriFromCorpusAmt
Total Corpus$1,110,500TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$83,418UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$175,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$935,500ExcessDistriCyovToNextYrAmt
Excess From Year4$130,000ExcessFromYear4Amt
Excess From Year3$147,000ExcessFromYear3Amt
Excess From Year2$236,500ExcessFromYear2Amt
Excess From Year1$160,500ExcessFromYear1Amt
Excess From Current Year$261,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGary T DuimContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
International Justice Mission
PO Box 96961WashingtonDC20090N/ARelief$10,000
Christian Radio for Russia
PO Box 428JamestownNY14701N/ARelief$77,500
Olive Crest
2500 116th Ave NEBellevueWA98004N/ARelief$50,500
Acres of Diamonds
26326 NE Kennedy DrDuvallWA98019N/ADisadvantaged Housing$50,000
Bridge Receiving Center
PO Box 2930WoodinvilleWA98072N/ASocial Services$5,000
Adventure Soccer
PO Box 1582SnohomishWA98290N/AYouth Outreach$21,500
Haiti Foundation of Hope
PO Box 61941VancouverWA98666N/ARelief$2,000
Seattle Pacific University
3307 3rd Ave WSeattleWA98119N/AEducation$25,000
Swan Graphics
PO Box 353White SwanWA98952N/ASupport services$10,000
Women of Vision
PO Box 9716Federal WayWA98063N/ASocial Services$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$261,500TotalGrantOrContriPdDurYrAmt
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$45,684ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68,701ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$114,385ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,385TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDSA CPA Tax PreparationCategoryTxt
Amt$990Amt
Net Investment Income$990NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMutual Fund SecuritiesAssetDesc
Gross Sales Price$1,179,690GrossSalesPriceAmt
Basis$1,110,989BasisAmt
Total Net$68,701TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual and Exchange Traded FundsCategoryOrItemTxt
Book Value$1,453,715BookValueAmt
EOYFMV$1,653,822EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryColdstream Capital Mgmt, Inc. Investment ManagementCategoryTxt
Amt$5,508Amt
Net Investment Income$5,508NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome TaxesCategoryTxt
Amt$568Amt

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