JIJI FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-13
- IRS object ID
- 202412269349100721
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T19:07:45-07:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911661398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO REICH CPA PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911664723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ji Ji Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIJI | BusinessNameControlTxt |
| Phone | 2067194830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Harper | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2067194830 | PhoneNum |
| Signature | 2024-08-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margo Reich | PreparerPersonNm |
| PTIN | P00014489 | PTIN |
| Phone | 2067194830 | PhoneNum |
| Preparation | 2024-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,357,233 | 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 | $33,688 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,001 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $89,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,887 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $60 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,831 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,745 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,136 | CashBOYAmt |
| Cash EOY | $25,921 | CashEOYAmt |
| Cash EOYFMV | $25,921 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,029 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $148,086 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $293,565 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $293,565 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,483,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,860,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,860,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $137,881 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,418 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,418 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,950,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,357,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,357,233 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,950,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,357,233 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,950,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,357,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,950,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,357,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,950,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $711,112 | OtherIncreasesAmt |
| Subtotal | $4,424,024 | SubtotalAmt |
| Other Decreases | $66,791 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,357,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ATTACHED SUMMARY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-05-20 | AcquiredDt |
| Sold | 2023-09-30 | SoldDt |
| Gross Sales Price | $1,474,544 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,534,181 | CostOrOtherBasisAmt |
| Gain Or Loss | -$59,637 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$59,637 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $449 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $449 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jiji.org | WebsiteAddressTxt |
| Individual With Books | Margo Reich CPA | IndividualWithBooksNm |
| Phone | 2067194830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Alan B Harper | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | President | 2.00 | $0 | $0 | $0 |
| Carol J Baird | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Secretary | 1.00 | $0 | $0 | $0 |
| Anne McEnany | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Treasurer | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,832,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $467,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,300,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,300,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,235,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $449 | TotalTaxAmt |
| Distributable Before Adj | $211,332 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,332 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,332 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $304,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,332 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $290,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $495,223 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $250,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,521,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $582,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,139,923 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $304,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $304,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,443,923 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $211,332 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $290,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,153,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $495,223 | ExcessFromYear4Amt |
| Excess From Year3 | $250,000 | ExcessFromYear3Amt |
| Excess From Year2 | $1,521,800 | ExcessFromYear2Amt |
| Excess From Year1 | $582,400 | ExcessFromYear1Amt |
| Excess From Current Year | $304,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Anne McEnany | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063362250 | RecipientPhoneNum |
| Form And Info And Materials | Letter of intent and proposed budget. See jiji.org for guidelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Updates posted on web site. | SubmissionDeadlinesTxt |
| Restrictions On Awards | To support field research opportunities in the state of Baja CA Mexico and CA, US and strenghten key organzations and networks in the state of Baja CA Mexico that support scientific discovery. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| International Cmu Foundation | ||||||
| 2505 N Avenue | National City | CA | 91950 | Public | Administer grantsapproved by Board | $90,000 |
| Endangered Habitats League | ||||||
| 8424 Santa Monica Blvd Suite A 592 | Los Angeles | CA | 900694267 | Public | Support land management atPunta Mazo Natural Reserve at San Quintin Bay | $169,000 |
| CA Institute for Biodiversity | ||||||
| 1400 Shattuck Avenue Suite 12 PMB 1 | Berkeley | CA | 94709 | Public | Support proposalon opportunity to savebiodiversity hotspot. | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Schuchat Charitable Lead Trust | ||||||
| 1 | Reed Longyear 801 2nd Ave 1415 | Seattle | WA | 98104 | $23,688 | Yes (X) |
| Kyle Todd Puyblic Service Foundatio | ||||||
| 2 | Jackson Campbell 2300 N Street NW S | Washington | DC | 20037 | $10,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 50000 JPMorgan Chase | BondNm |
| EOY Book Value | $48,418 | EOYBookValueAmt |
| EOYFMV | $48,418 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 396 AMAZON | $50,340 | $50,340 |
| 11 BOOKING HOLDINGS | $33,923 | $33,923 |
| 319 ETSY | $20,601 | $20,601 |
| 743 HASBRO | $49,142 | $49,142 |
| 643 LVMH MOET HENNESSY LOUIS VUITTON | $97,542 | $97,542 |
| 254 TESLA | $63,556 | $63,556 |
| 360 ESTEE LAUDER | $52,038 | $52,038 |
| 548 MONSTER BEVERAGE CORP | $29,017 | $29,017 |
| 258 AON | $83,649 | $83,649 |
| 663 MARSH & MCLENNAN | $126,169 | $126,169 |
| 211 MASTERCARD | $83,537 | $83,537 |
| 144 MSCI INC | $73,884 | $73,884 |
| 1627 NASDAQ INC | $79,056 | $79,056 |
| 375 S&P GLOBAL | $137,029 | $137,029 |
| 494 VISA | $113,625 | $113,625 |
| 2545 BOSTON SCIENTIFIC | $134,376 | $134,376 |
| 324 CIGNA GROUP | $92,687 | $92,687 |
| 331 GILEAD SCIENCES | $24,805 | $24,805 |
| 525 RESMED | $77,632 | $77,632 |
| 203 UNITEDHEALTH GROUP | $102,350 | $102,350 |
| 409 CARISLE | $106,037 | $106,037 |
| 1301 OTIS WORLDWIDE CORP | $104,483 | $104,483 |
| 806 PAYCHEX | $92,956 | $92,956 |
| 362 ROBERT HALF | $26,527 | $26,527 |
| 502 VERISK | $118,592 | $118,592 |
| 99 ACCENTURE PLC | $30,404 | $30,404 |
| 290 ADOBE | $147,871 | $147,871 |
| 1213 ADVANCED MICRO DEVICES | $124,721 | $124,721 |
| 1230 APPLE | $210,588 | $210,588 |
| 832 ARISTA NETWORKS | $153,030 | $153,030 |
| 119 ASML HOLDINGS NV NY | $70,051 | $70,051 |
| 137 AUTODESK | $28,347 | $28,347 |
| 570 FORTINET | $33,448 | $33,448 |
| 174 GARTNER | $59,788 | $59,788 |
| 145 INTUIT | $74,086 | $74,086 |
| 863 NVIDIA | $375,396 | $375,396 |
| 65 SERVICENOW | $36,332 | $36,332 |
| 1996 TRIMBLE | $107,504 | $107,504 |
| 1748 PROLOGIS | $196,143 | $196,143 |
| 2928 INTERPUBLIC GROUP OF COS | $83,916 | $83,916 |
| 165 NETFLIX | $62,304 | $62,304 |
| 637 OMNICOM GROUP | $47,444 | $47,444 |
| 792 NEXTERA ENERGY | $45,374 | $45,374 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $293,565 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $293,565 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Excise Taxes paid | $7,154 |
| Net realized capital losses | $59,637 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank service charge | Desc |
| Revenue And Expenses Per Books | $2,745 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,745 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment to investments | Desc |
| Amt | $711,112 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Inverness Counsel Investment advisor | CategoryTxt |
| Amt | $20,831 | Amt |
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