CUYAMACA CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CUYAMACA CHARITABLE FOUNDATION (EIN 91-6449463)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-27
- IRS object ID
- 202432409349100858
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T17:11:40-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSTEK & CLARK CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVENUE NORTH STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916449463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUYAMACA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUYA | BusinessNameControlTxt |
| Phone | 2066245244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 NE 65TH ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON CLARK | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2066245244 | PhoneNum |
| Signature | 2024-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS CLARK CPA | PreparerPersonNm |
| PTIN | P01245271 | PTIN |
| Phone | 2066239395 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,303,310 | 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 | $77,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,590 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,950 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $603,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,866 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,511 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,511 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $449,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448,967 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,461 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $95 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $95 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,794 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $321,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $448,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,461 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,969 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $567,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,028,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,900,578 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $432,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $189,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $318,763 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,012,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,303,310 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,102 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $350 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350 | 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 | $1,011,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,301,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,012,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,301,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $321,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,333,067 | SubtotalAmt |
| Other Decreases | $31,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY SPORTS & OUTDOORS INC | P | 2024-01-23 | 2024-04-26 | $47,032 | $52,659 | -$5,627 | -$5,627 |
| ARMADA HOFFLER PROPERTIES INC | P | 2020-01-08 | 2024-04-26 | $5,196 | $8,820 | -$3,624 | -$3,624 |
| BLACKROCK SCIEN & TECH | P | 2023-12-30 | 2024-04-26 | $20,875 | $40,019 | -$19,144 | -$19,144 |
| CATEPILLAR INC | P | 2009-03-25 | 2024-04-26 | $49,062 | $4,147 | $44,915 | $44,915 |
| CONSOLODATED EDISON INC | P | 2009-03-05 | 2024-01-23 | $43,967 | $17,310 | $26,657 | $26,657 |
| ENTERGY CORP NEW | P | 2011-01-25 | 2024-01-23 | $96,695 | $58,641 | $38,054 | $38,054 |
| NEW YORK COMMUNITY BANCORP INC | P | 2009-11-10 | 2024-04-26 | $2,924 | $11,110 | -$8,186 | -$8,186 |
| NVIDIA CORPORATION | P | 2016-08-22 | 2024-04-26 | $301,539 | $6,813 | $294,726 | $294,726 |
| UNILEVER PLC | P | 2019-02-04 | 2024-04-26 | $25,257 | $27,058 | -$1,801 | -$1,801 |
| WARNER BROS DISCOVERY INC | P | 2019-02-04 | 2024-04-26 | $1,905 | $7,106 | -$5,201 | -$5,201 |
| CAPITAL GAINS DIVIDENDS | P | $9,097 | $9,097 | $9,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,866 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,627 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,239 | 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 | $102 | EsPenaltyAmt |
| Tax Due | $6,341 | 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 | 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 | AARON CLARK | IndividualWithBooksNm |
| Phone | 2066245244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 NE 65TH ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98115 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY M CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | CO-CHAIR | 0.50 | $0 | $0 | $0 |
| AARON CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | CO-CHAIR | 0.75 | $0 | $0 | $0 |
| MATHEW CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | BOARD MEMBER | 0.50 | $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 | $2,774,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,821,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,821,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,779,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,239 | TotalTaxAmt |
| Distributable Before Adj | $132,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,733 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,939 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,939 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,130 | 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 | $34,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,386 | ExcessFromYear2Amt |
| Excess From Year1 | $32,744 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AARON CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 NE 65TH ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066245244 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE OF ORGANIZATION AND REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $24,000 |
| PACIFIC ISLANDER HEALTH BOARD | |||||||
| 5210 12TH ST E STE B | FIFE | WA | 98424 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $24,000 |
| SEATTLE INDIAN SVC COMMISSION | |||||||
| 140 LAKESIDE AVE STE A 339 | SEATTLE | WA | 98122 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $24,000 |
| SEATTLE PARKS FOUNDATION | |||||||
| 105 S MAIN ST 235 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $2,000 |
| SHARED SPACES FDN | |||||||
| 100 ANDOVER PARK WEST STE 150 222 | TUKWILA | WA | 98188 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $24,000 |
| SUSTAINABLE SEATTLE | |||||||
| 7511 GREENWOOD AVE N SUITE 121 | SEATTLE | WA | 98103 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $24,000 |
| YMCA | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,000 | 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 | $77,950 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,327 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,028,428 | EOYBookValueAmt |
| EOYFMV | $2,900,578 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $189,503 | BookValueAmt |
| EOYFMV | $318,763 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $8,295 |
| BASIS ADJUSTMENT | $21,531 |
| PRIOR YEAR FEDERAL TAXES | $1,691 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,794 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROP PTRS K-1 ORD INC | Desc |
| Revenue And Expenses Per Books | $1,511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,511 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROPANE K-1 | Desc |
| BOY Book Value | $1,102 | BOYBookValueAmt |
| EOY Book Value | $350 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16 | Amt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |