COLUMBIA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLUMBIA FAMILY FOUNDATION (EIN 82-1473863)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-31
- IRS object ID
- 202422139349100612
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-31T10:35:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 SOUTH PIONEER WAY | AddressLine1Txt |
| City | MOSES LAKE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98837 | 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 | 821473863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 5098559091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 WEST MARINA DRIVE | AddressLine1Txt |
| City | MOSES LAKE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD MCGRAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5098559091 | PhoneNum |
| Signature | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S FRIEND | PreparerPersonNm |
| PTIN | P00501655 | PTIN |
| Phone | 5097663100 | PhoneNum |
| Preparation | 2024-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,341,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,542 | 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 | $6,032 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,016 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,016 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $976 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,535 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,377 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $25,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,741 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,741 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,208,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,182,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,149,509 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,312,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,374,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,341,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,312,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,374,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,312,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,374,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,312,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,374,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,312,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,374,528 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,374,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $358,471 | $164,755 | $193,716 | $193,716 | |
| CAPITAL GAINS DIVIDENDS | $20,082 | $20,082 | $20,082 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,798 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $3,720 | TaxDueAmt |
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 | 0 | 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 | DONALD H MCGRAW JR | IndividualWithBooksNm |
| Phone | 5098559091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 WEST MARINA DRIVE | AddressLine1Txt |
| City | MOSES LAKE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98837 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD H MCGRAW JR | ||||||||
| 2730 WEST MARINA DRIVE | MOSES LAKE | WA | 98837 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOREEN S MCGRAW | ||||||||
| 2730 WEST MARINA DRIVE | MOSES LAKE | WA | 98837 | VICE-PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH R MCGRAW | ||||||||
| 2730 WEST MARINA DRIVE | MOSES LAKE | WA | 98837 | TREASURER | 1.00 | $0 | $0 | $0 |
| DONALD S MCGRAW | ||||||||
| 2730 WEST MARINA DRIVE | MOSES LAKE | WA | 98837 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES G MCGRAW | ||||||||
| 2730 WEST MARINA DRIVE | MOSES LAKE | WA | 98837 | DIRECTOR | 1.00 | $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 | $3,042,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,176,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,176,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,129,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,608 | TotalTaxAmt |
| Distributable Before Adj | $152,846 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,846 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $18,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $152,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,670 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,715 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,618 | ExcessFromYear3Amt |
| Excess From Year1 | $18,427 | ExcessFromYear1Amt |
| Excess From Current Year | $39,670 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H MCGRAW JR | ContributingManagerNm |
| Contributing Manager | DOREEN S MCGRAW | ContributingManagerNm |
| Contributing Manager | ELIZABETH R MCGRAW | ContributingManagerNm |
| Contributing Manager | DONALD S MCGRAW | ContributingManagerNm |
| Contributing Manager | JAMES G MCGRAW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD H MCGRAW JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 WEST MARINA DRIVE | AddressLine1Txt |
| City | MOSES LAKE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5098559091 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST EXPLAINING YOUR ORGANIZATION'S CHARITABLE PURPOSE AND ITS NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS AND/OR GRANTS GIVEN WILL BE USED MAINLY FOR ORGANIZATIONS BENEFITING CHILDREN, THE ARTS OR THE ENVIRONMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BEND COMMUNITY COLLEGE FOUNDATION | |||||||
| 7662 CHANUTE ST NE | MOSES LAKE | WA | 98837 | N/A | PC | EMERGENCY SCHOLARSHIP FUND | $10,000 |
| BOYS & GIRLS CLUB OF THE COLUMBIA BASIN | |||||||
| 425 N PAXSON DR | MOSES LAKE | WA | 98837 | N/A | PC | GENERAL FUND & CAMPAIGN FOR KIDS | $25,000 |
| CITY OF MOSES LAKE | |||||||
| 401 S BALSAM ST | MOSES LAKE | WA | 98837 | N/A | GOV | PATHS & TRAILS | $10,000 |
| COLUMBIA BASIN ALLIED ARTS | |||||||
| 7662 CHANUTE ST NE | MOSES LAKE | WA | 988373299 | N/A | PC | LUCY LOVES DESI SHOW | $15,000 |
| EDUCATE BWINDI | |||||||
| 1933 N HUDSON AVE | CHICAGO | IL | 60614 | N/A | PC | FOOD, MATTRESSES & WINDOWS | $25,000 |
| FIRE FIGHTERS FOR KIDS FOUNDATION | |||||||
| 6221 E RAE LANE | COLBERT | WA | 99005 | N/A | PC | HELPING CHILDREN IN NEED | $2,500 |
| MATTHEW CAMPBELL MEMORIAL SCHOLARSHIP | |||||||
| PO BOX 240169 | DOUGLAS | AK | 98824 | N/A | PC | SCHOLARSHIP FUND | $5,000 |
| MOSES LAKE FOOD BANK | |||||||
| PO BOX 683 | MOSES LAKE | WA | 98837 | N/A | PC | FOOD FOR FAMILIES | $5,000 |
| MOSES LAKE SISTER CITY EXCHANGE | |||||||
| PO BOX 875 | MOSES LAKE | WA | 98837 | N/A | PC | IMRPOVEMENTS TO PARK | $5,000 |
| NORTH COAST LAND CONSERVANCY | |||||||
| PO BOX 67 | SEASIDE | OR | 97138 | N/A | PC | GENERAL FUND | $10,000 |
| ROTARY FOUNDATION OF WOODLAND | |||||||
| PO BOX 482 | WOODLAND | WA | 98674 | N/A | PC | BLEACHER & COVERED AREA | $5,000 |
| SAMARITAN HEALTHCARE FOUNDATION | |||||||
| 801 E WHEELER RD | MOSES LAKE | WA | 98837 | N/A | PC | HEALING GARDEN | $25,000 |
| UNIVERSITY OF PUGENT SOUND | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | N/A | PC | WOMEN'S SOCCER | $1,000 |
| MOSES LAKE BAND BOOSTERS | |||||||
| 803 SHARON AVE | MOSES LAKE | WA | 98837 | N/A | PC | WIND ENSEMBLE CARNEGIE HALL TRIP | $5,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | EMERGENCY RELIEF | $10,000 |
| ANGELMAN SYNDROME FOUNDATION | |||||||
| 3015 E NEW YORK STREET | AURORA | IL | 60504 | N/A | PC | ADVANCE AWARENESS OF ANGELMAN SYNDROME | $5,000 |
| BICYCLE COALITION YOUTH CYCLING | |||||||
| 1500 WALNUT ST | PHILADELPHIA | PA | 19102 | N/A | PC | IMPROVE YOUTH HEALTHY HABITS AND INDEPENDENCE | $5,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | N/A | PC | MENTORING YOUTH | $5,000 |
| CENTRAL BASIN COMMUNITY CONCERT ASSOCIATION | |||||||
| PO BOX 2203 | MOSES LAKE | WA | 98837 | N/A | PC | LIVE MUSIC TO THE COMMUNITY | $1,000 |
| EAGLE MOUNT | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | PC | RECREATIONAL OPPORTUNITES | $5,000 |
| EMERSON CENTER FOR THE ARTS & CULTURE | |||||||
| 111 S GRAND AVE | BOZEMAN | MT | 59715 | N/A | PC | ARTISTIC & CULTURAL EXHIBITS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUB OF THE COLUMBIA BASIN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 N PAXSON DR | AddressLine1Txt |
| City | MOSES LAKE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND & CAMPAIGN FOR KIDS | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,542 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,032 | Amt |
| Net Investment Income | $3,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,016 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTL VALUE - 20729 | $96,989 | $117,572 |
| BRIDGE BUILDER INTL EQUITY - 20729 | $202,774 | $205,304 |
| BRIDGE BUILDER LARGE GROWTH - 20729 | $272,194 | $355,374 |
| BRIDGE BUILDER LARGE VALUE - 20729 | $168,753 | $195,657 |
| BRIDGE BUILDER SMALL/MID GRW - 20729 | $84,917 | $93,353 |
| BRIDGE BUILDER SMALL/MID VALUE - 20729 | $81,909 | $89,283 |
| DFA U.S. SMALL CAP VALUE I - 20729 | $47,285 | $60,933 |
| DODGE & COX STOCK - 20729 | $51,171 | $61,503 |
| INVESCO INTL GROWTH R6- 20729 | $130,880 | $110,550 |
| MFS VALUE R6 - 20729 | $52,941 | $57,470 |
| NB MID CAP GROWTH I - 20729 | $45,963 | $45,549 |
| TRP DIVIDEND GROWTH I - 20729 | $50,081 | $75,678 |
| TRP INTERNATIONAL DISCOVERY I - 20729 | $48,398 | $44,841 |
| ABBVIE INC - 20480 | $12,700 | $23,555 |
| APPLIED MATERIALS INC - 20480 | $6,242 | $24,311 |
| AT&T INC - 20480 | $18,292 | $14,464 |
| BANK OF AMERICA CORP - 20480 | $11,961 | $44,209 |
| BOEING CO - 20480 | $59,749 | $78,348 |
| BOYD GAMING CORP - 20480 | $8,957 | $50,088 |
| CITIGROUP INC - 20480 | $60,208 | $61,728 |
| COMCAST CORP CL A - 20480 | $3,559 | $16,005 |
| CONAGRA BRANDS INC - 20480 | $11,851 | $14,330 |
| CORNING INC - 20480 | $15,484 | $36,540 |
| CVS HEALTH CORPORATION - 20480 | $18,506 | $47,060 |
| DIAGEO PLC ADR NEW - 20480 | $20,937 | $29,132 |
| FREEPORT-MCMORAN INC CL B - 20480 | $1,468 | $13,282 |
| GENERAL ELECTRIC CO - 20480 | $25,656 | $22,926 |
| GENERAL MOTORS COMPANY - 20480 | $6,077 | $7,184 |
| GILEAD SCIENCES INC - 20480 | $8,639 | $34,024 |
| GOLAR LNG LTD ORD - 20480 | $46,397 | $64,372 |
| HOME DEPOT INC - 20480 | $4,727 | $57,527 |
| HOWMET AEROSPACE INC - 20480 | $11,243 | $45,515 |
| INGREDION INC - 20480 | $19,211 | $21,706 |
| IONIS PHARMACEUTICALS INC - 20480 | $7,171 | $17,707 |
| JP MORGAN CHANGE & CO - 20480 | $12,132 | $62,427 |
| LAS VEGAS SANDS CORP - 20480 | $5,139 | $27,066 |
| LUMENTUM HOLDINGS INC - 20480 | $18,380 | $20,968 |
| L3 HARRIS TECHNOLOGIES INC - 20480 | $7,607 | $19,377 |
| METHANEX CORP - 20480 | $28,731 | $40,256 |
| METLIFE INC - 20480 | $15,043 | $38,091 |
| MGM RESORTS INTERNATIONAL - 20480 | $5,083 | $22,340 |
| MICROSOFT CORP - 20480 | $14,165 | $30,835 |
| NEXSTAR BROADCASTING GROUP INC - 20480 | $12,879 | $46,241 |
| PNC FINL SERVICE GROUP INC - 20480 | $10,293 | $17,808 |
| REGENERON PHARMACEUTICALS INC - 20480 | $557 | $30,740 |
| ROYAL CARIBBEAN CRUISES LTD - 20480 | $9,357 | $25,639 |
| T-MOBILE US INC - 20480 | $5,447 | $30,142 |
| TELEPHONE & DATA SYS INC - 20480 | $20,415 | $20,185 |
| TEXTRON INC - 20480 | $19,939 | $40,210 |
| VISA INC CL A - 20480 | $7,114 | $96,850 |
| WESTROCK CO - 20480 | $19,378 | $20,760 |
| XYLEM INC - 20480 | $12,843 | $44,943 |
| VANGUARD VALUE ETF - 20480 | $49,955 | $66,827 |
| BETCON DICKINSON - 20480 | $26,436 | $24,383 |
| TAIWAN SEMICONDOCTOR - 20480 | $58,308 | $52,000 |
| WARNER BROS DISCOVERY - 20480 | $11,455 | $24,239 |
| AMRC AVNT SC ETF - 20729 | $25,355 | $29,120 |
| RAYTHEON TECH - 20480 | $19,600 | $16,828 |
| ISH US TECHNLGY - 20480 | $49,993 | $55,115 |
| KEYCORP - 20480 | $3,516 | $4,320 |
| GE HEALTHCARE TECHNOLOGIES INC | $0 | $4,562 |
| CASH | $0 | $157 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,741 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,741 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $11,972 | $11,972 | $0 |
| BUSINESS REGISTRATION FEES | $43 | $43 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $976 | $976 | $0 |
| FEDERAL INCOME TAX FOR 2021 & 2022 | $5,030 | $0 | $0 |
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