MG2 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MG2 FOUNDATION (EIN 46-2377082)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-01
- IRS object ID
- 202412759349100861
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-01T12:11:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 TOWN CENTER SUITE 100 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | 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 | 462377082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MG2 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MG2F | BusinessNameControlTxt |
| Phone | 2069626500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SECOND AVE 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2069626500 | PhoneNum |
| Signature | 2024-09-28 | 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 | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,091,797 | 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 | $275,761 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,806 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,597 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $565 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $565 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $109,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,124,579 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $20,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,767 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,500 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $102,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,380 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $913,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,650 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,132,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,091,797 | 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 | $1,132,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,036,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,132,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,132,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,036,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,132,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,036,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $248,931 | $251,677 | -$2,746 | -$2,746 |
| CAPITAL GAINS DIVIDENDS | P | $1,139 | $1,139 | $1,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,607 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $124 | OverpaymentAmt |
| Applied To ES Tax | $124 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | WENDY UNZELMAN | IndividualWithBooksNm |
| Phone | 2069626500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SECOND AVE SUITE 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY LEE | ||||||||
| 1101 SECOND AVE SUITE 100 | SEATTLE | WA | 98101 | EXECUTIVE DIRECTOR | 0.50 | $0 | $0 | $0 |
| MITCHELL SMITH | ||||||||
| 1101 SECOND AVE SUITE 100 | SEATTLE | WA | 98101 | CHAIR | 1.00 | $0 | $0 | $0 |
| RUSS HAZZARD | ||||||||
| 1101 SECOND AVE SUITE 100 | SEATTLE | WA | 98101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY UNZELMAN | ||||||||
| 1101 SECOND AVE SUITE 100 | SEATTLE | WA | 98101 | 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 | $1,145,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,130 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,127,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126 | TotalTaxAmt |
| Distributable Before Adj | $56,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,190 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $155,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $138,358 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,143 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $655,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $324,918 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $980,565 | 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 | $155,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $825,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $138,358 | ExcessFromYear4Amt |
| Excess From Year3 | $96,143 | ExcessFromYear3Amt |
| Excess From Year2 | $84,006 | ExcessFromYear2Amt |
| Excess From Year1 | $181,639 | ExcessFromYear1Amt |
| Excess From Current Year | $324,918 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FAMU SCHOOL OF ARCHITECTURE & ENGINEERING TECHNOLOGY | ||||||||
| 1938 S MARTIN LUTHER KING JR BLVD | TALLAHASSEE | FL | 323074200 | NONE | PC | FOR THE BENEFIT OF SUPPORTING DIGITAL LITERACY | $6,000 | |
| FRIENDS OF COSTCO GUILD | ||||||||
| PO BOX 19755 | SEATTLE | WA | 98109 | NONE | PC | FOR THE BENEFIT OF THE CHILDREN'S GOLF CLASSIC | $15,000 | |
| THE WING LUKE MUSEUM | ||||||||
| 719 SOUTH KING STREET | SEATTLE | WA | 98104 | NONE | PC | GENERAL PURPOSE | $500 | |
| LAKE WASHINGTON INSTITUTE OF TECHNOLOGY FOUNDATION | ||||||||
| 11605 132ND AVENUE NE W302 | KIRKLAND | WA | 98034 | NONE | PC | GIFT FOR THE LW SCHOLARSHIP | $21,000 | |
| THE BELLEVUE ART MUSEUM | ||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | GIFT FOR BELLEVUE ART MUSEUM SPONSORSHIP | $10,000 | |
| READ ALLIANCE | ||||||||
| 160 BROADWAY EAST BUILDING 8TH | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $2,000 | FLOOR |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 15500 SE 30TH PL SUITE 200 | BELLEVUE | WA | 98007 | NONE | PC | GIFT TO THE COSTCO SCHOLARSHIP FUND | $15,000 | |
| ICHS FOUNDATION | ||||||||
| 33 COTTAGE PL | MONTCLAIR | NJ | 07042 | NONE | PC | GENERAL PURPOSE | $500 | |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 15500 SE 30TH PL SUITE 200 | BELLEVUE | WA | 98007 | NONE | PC | GIFT FOR THE DEAN'S LIST PACKAGE | $5,000 | |
| PACIFIC NORTHWEST CENTER FOR ARCHITECTURE AND DESIGN | ||||||||
| 1010 WESTERN AVE | SEATTLE | WA | 98104 | NONE | PC | FOR THE BENEFIT OF THE SEATTLE DESIGN FESTIVAL | $2,500 | |
| ACE MENTOR PROGRAM OF AMERICA INC | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GIFT FOR THE 2022 SILVER PARTNERSHIP | $2,500 | |
| ACE MENTOR PROGRAM OF AMERICA INC | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GIFT FOR THE 2023 SILVER PARTNERSHIP | $2,500 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | FOR THE BENEFIT OF THE WALK TO END LUPUS | $2,500 | |
| THE HOWARD UNIVERSITY | ||||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 20069 | NONE | PC | FOR THE BENEFIT OF HARRIET TUBMAN TOURS FOR STUDENTS | $800 | |
| CHINESE AMERICAN CITIZENS ALLIANCE | ||||||||
| PO BOX 51155 | SEATTLE | WA | 98116 | NONE | PC | FOR THE BENEFIT OF THE RICE DRIVE | $500 | |
| HOWARD UNIVERSITY COLLEGE OF ENGINEERING AND ARCHITECTURE | ||||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 20069 | NONE | PC | GIFT FOR SCHOLARSHIP | $10,000 | |
| ARCHITECTS WITHOUT BORDERS SEATTLE | ||||||||
| 1101 2ND AVE STE 400 | SEATTLE | WA | 98101 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| FRED HUTCHINSON CANCER CENTER | ||||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | NONE | PC | GENERAL PURPOSE | $155,000 | |
| NORTHWEST KIDNEY CENTERS | ||||||||
| 700 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | GENERAL PURPOSE | $1,250 | |
| REFUGEE ARTISAN INITIATIVE | ||||||||
| 12337 LAKE CITY WAY NE | SEATTLE | WA | 98126 | NONE | PC | FOR THE BENEFIT OF THE SEASON OF CELEBRATION DINNER | $500 | |
| THE BELLEVUE ART MUSEUM | ||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 500 NACHES AVE SW STE 200 | RENTON | WA | 98057 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,817 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,154 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBINSON CONSTRUCTION CO | ||||||
| 1 | 21360 NW AMBERWOOD DR | HILLSBORO | OR | 97124 | $10,000 | Yes (X) |
| SPAN CONSTRUCTION & ENGINEERING INC | ||||||
| 2 | 1841 HOWARD ROAD | MADERA | CA | 93637 | $9,855 | Yes (X) |
| WHITING TURNER CONSTRUCTION | ||||||
| 3 | 300 EAST JOPPA ROAD 8TH FLOOR | BALTIMORE | MD | 21286 | $5,000 | Yes (X) |
| BLUESCOPE BUILDINGS NORTH AMERICA | ||||||
| 4 | 1540 GENESSEE ST | KANSAS CITY | MO | 64141 | $5,000 | Yes (X) |
| KIER & WRIGHT | ||||||
| 5 | 2850 COLLIER CANYON ROAD | LIVERMORE | CA | 94551 | $5,750 | Yes (X) |
| ENGINEERS NW | ||||||
| 6 | 19020 33RD AVE WEST SUITE 530 | LYNNWOOD | WA | 98036 | $6,845 | Yes (X) |
| BARRIER ROOFING | ||||||
| 7 | 2671 S CHERRY AVE | FRESNO | CA | 93706 | $5,000 | Yes (X) |
| MCELROY METAL | ||||||
| 8 | PO BOX 1148 | SHREVEPORT | LA | 71163 | $5,000 | Yes (X) |
| KINGSPAN | ||||||
| 9 | 726 SUMMERHILL DR | DELAND | FL | 32724 | $6,425 | Yes (X) |
| AON | ||||||
| 10 | US BANK CENTRE 1420 5TH AVE SUITE 3 | SEATTLE | WA | 98101 | $5,000 | Yes (X) |
| INTL SOUTHWEST | ||||||
| 11 | 475 N WILLAMSON BLVD | DAYTONA BEACH | FL | 32114 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK EMERGING MARKETS FUND INSTITUTIONAL CLASS | $30,968 | $31,471 |
| BLACKROCK CORE BOND PORTFOLIO INSTITUTIONAL CLASS | $87,720 | $87,666 |
| BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL | $21,439 | $21,853 |
| AMERICAN EUROPACIFIC GROWTH FUND CLASS F2 | $40,443 | $40,442 |
| FIDELITY ADVISOR HEALTH CARE FUND CLASS I | $55,250 | $55,691 |
| FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND CLASS I | $39,153 | $43,070 |
| FIDELITY ADVISOR TOTAL BOND FUND CLASS I | $87,117 | $88,238 |
| GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS | $87,253 | $88,140 |
| AMERICAN NEW WORLD FUND CLASS F2 | $31,317 | $32,057 |
| ISHARES TR S&P 100 ETF | $44,331 | $48,029 |
| ISHARES TR CORE S&P 500 ETF | $263,124 | $293,742 |
| ISHARES TR CORE S&P MID-CAP ETF | $67,534 | $74,276 |
| ISHARES TR CORE S&P SMALL-CAP ETF | $30,864 | $34,424 |
| ISHARES TR MSCI EAFE VALUE ETF | $26,967 | $28,551 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $102,194 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $103,380 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITY EVENT EXPENSES | $108,525 | $0 | $108,525 |
| MISC GRANT ACTIVITY | $800 | $0 | $800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,597 | Amt |
| Net Investment Income | $8,467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $277 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $16 | $0 | $0 |
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