BLAKEMORE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BLAKEMORE FOUNDATION (EIN 91-1505735)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202412769349100516
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T15:32:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 911505735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAKEMORE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE LEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAK | BusinessNameControlTxt |
| Phone | 2064274838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50437 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE LEE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2064274838 | PhoneNum |
| Signature | 2024-10-02 | 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 | KRISTINA MORRISSETTE | PreparerPersonNm |
| PTIN | P01242961 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2024-10-02 | 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 | $8,342,739 | 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 | $312,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,608 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,223,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,613 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,339 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $518,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,262 | 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 | $6,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $62 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,098 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,516 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,603 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,603 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,943 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $839,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$320,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,584 | CashBOYAmt |
| Cash EOY | $128,066 | CashEOYAmt |
| Cash EOYFMV | $128,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,437,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,050,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,214,644 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,498,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,178,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,342,739 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $958 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $958 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,755,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,755,193 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,256,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,577,373 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,498,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,498,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,178,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,498,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$320,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,177,820 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #0933 | 2023-01-01 | 2023-12-31 | $402 | $402 | $0 | $0 | |
| MORGAN STANLEY #0933 | 2022-01-01 | 2023-12-31 | $16,336 | $16,407 | -$71 | -$71 | |
| MORGAN STANLEY #1227 | 2023-01-01 | 2023-12-31 | $502,814 | $544,615 | -$41,801 | -$41,801 | |
| MORGAN STANLEY #1227 | 2022-01-01 | 2023-12-31 | $696,277 | $653,311 | $42,966 | $42,966 | |
| CAPITAL GAINS DIVIDENDS | $7,519 | $7,519 | $7,519 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,413 | 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 | $4,413 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,747 | OverpaymentAmt |
| Applied To ES Tax | $2,747 | 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 | Yes (1) | 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 | WWW.BLAKEMOREFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EUGENE LEE | IndividualWithBooksNm |
| Phone | 2064274838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50437 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER R HELM | |||||||||
| 6320 52ND AVENUE S | SEATTLE | WA | 98118 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| DAVID KY TANG | |||||||||
| KL GATES LLP 925 FOURTH AVE SUITE | SEATTLE | WA | 98104 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | 2900 |
| EUGENE H LEE | |||||||||
| 7704 NE YEOMALT POINT DRIVE NE | BAINBRIDGE ISLAND | WA | 98110 | TRUSTEE & BOARD MEMBER | 10.00 | $0 | $0 | $0 | |
| HAICHENG WANG | |||||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF | SEATTLE | WA | 981953440 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | ART PO BOX 353440 |
| HARRIET PHINNEY | |||||||||
| SEATTLE UNIVERSITY DEPT OF | SEATTLE | WA | 981221090 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | ANTHROPOLOGY PO BOX 222000 |
| JOSEPH MASSEY | |||||||||
| PO BOX 322 | DEER HARBOR | WA | 982430322 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| LOLAN SONG | |||||||||
| 334 10TH AVENUE | KIRKLAND | WA | 98033 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| MIMI GARDNER GATES | |||||||||
| 909 E NEWTON STREET UNIT A-2 | SEATTLE | WA | 98102 | BOARD CHAIR & BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| PAUL ATKINS | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | ASIAN LANGUAGES LIT PO BOX 3535 |
| ROBERT A KAPP | |||||||||
| 851 54TH STREET | PORT TOWNSEND | WA | 98368 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| TABITHA MALLORY | |||||||||
| JACKSON SCHOOL UNIVERSITY OF | SEATTLE | WA | 981953650 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | WASHINGTON PO BOX 353650 |
| THERESE CAOUETTE | |||||||||
| PO BOX 11756 | BAINBRIDGE ISLAND | WA | 98110 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| ZEN HANDEL | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | ASIAN LANGUAGES LIT PO BOX 3535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE SCHEIBNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14020 SE 13TH PLACE APT 105 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SERVICES | ServiceTypeTxt |
| Compensation | $125,392 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED SCHEDULE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $7,822,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,937,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,937,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,818,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,666 | TotalTaxAmt |
| Distributable Before Adj | $389,280 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $389,280 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $389,280 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $389,280 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $407,028 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $448,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $400,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $422,506 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $501,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,179,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $389,280 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $383,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,563,675 | 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 | $407,028 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,156,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $448,925 | ExcessFromYear4Amt |
| Excess From Year3 | $400,374 | ExcessFromYear3Amt |
| Excess From Year2 | $422,506 | ExcessFromYear2Amt |
| Excess From Year1 | $501,139 | ExcessFromYear1Amt |
| Excess From Current Year | $383,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| BLAKEMORE FOUNDATION EUGENE H LEE T | |||||||
| PO BOX 50347 | BELLEVUE | WA | 98015 | 2064274838 | BLAKEMORE FREEMAN FELLOWSHIP APPLICATIONS ARE FILLED OUT AND SUBMITTED ONLINE AT: HTTPS://BLAKEMOREFOUNDATION.COMMUNITYFORCE.COM. A PDF OF THE PAPER VERSION OF THE 2023 APPLICATION FORM MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-PAPER-APPLICATION.PDF | APPLICATIONS FOR 2023 BLAKEMORE FREEMAN FELLOWSHIPS RECEIVED BY 5:00 PM PST ON DECEMBER 30, 2022. | A PDF OF THE GRANT GUIDELINES FOR THE 2023 BLAKEMORE FREEMAN FELLOWSHIPS MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-GRANT-GUIDELINES.PDF |
| BLAKEMORE FOUNDATION EUGENE H LEE T | |||||||
| PO BOX 50347 | BELLEVUE | WA | 98015 | 2064274838 | APPLICATIONS ARE ACCEPTED BY INVITATION ONLY. A PDF OF THE 2023 ART GRANT INSTRUCTIONS MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-ART-GRANT-INSTRUCTIONS.PDF | APPLICATIONS FOR 2023 FRANCES BLAKEMORE & GRIFFITH WAY ASIAN ART GRANTS RECEIVED BY NOVEMBER 20 2023 | A PDF OF THE 2023 ART GRANT GUIDELINES MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-ART-GRANT-GUIDELINES.PDF |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAX WOLPERT | ||||||||||||
| 4383 AV HENRI-JULIEN | MONTREAL | QUEBEC | CA | H2W 2K9 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $40,842 | ||||
| SEATTLE ART MUSEUM | ||||||||||||
| N/A | 501C3 | MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2023/2024 ACADEMIC YEAR | $34,999 | PO BOX 22000 | SEATTLE | WA | 981229700 | |||||
| NAN NOURN | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM GATEWAY TO KHMER PROGRAM IN CAMBODIA | $33,310 | PO BOX 1023 | CHEYENNE WELLS | CO | 80810 | |||||
| SAMUEL LEITER | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $32,970 | 4907 S GREENWOOD AVE | CHICAGO | IL | 60615 | |||||
| DANY MATAR | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $31,614 | 5204 CLINTON ROAD | ALEXANDRIA | VA | 22312 | |||||
| ELIZABETH MARSHALL | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $29,470 | 5157 BLUESTONE ST | JACKSON | MI | 492018338 | |||||
| ALEXIS RANGELL-ONWUEGBUZIA | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $29,470 | 316 DISTRICT COURT | FULLERTON | CA | 92832 | |||||
| QINYI KELLY FAN | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI | $29,001 | 13592 GOLDEN ELM LANE | SAN DIEGO | CA | 92129 | |||||
| ANDREW HARDY | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $28,095 | 9040 FREMONT TRAIL | FORT WORTH | TX | 76244 | |||||
| JANINE SUN | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $27,786 | 2540 VIA SANCHEZ | PALOS VERDES ESTATES | CA | 90274 | |||||
| SINA SALESSI | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $27,252 | 28752 RIKI COURT | LAGUNA NIGUEL | CA | 92677 | |||||
| SAMUEL PATWELL | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $27,189 | 31 SMITH ROAD | ELVERSON | PA | 19520 | |||||
| MICHAEL BURNS | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $24,286 | 12713 SHERWOOD DR | LEAWOOD | KS | 66200 | |||||
| MCKENNA STRICKER | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $24,286 | 4330 COLD SPRINGS CT | MISSOULA | MT | 59803 | |||||
| SPENCER LEE-LENFIELD | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERUNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES, SEOUL, SOUTH KOREA | $22,000 | 57341 COUNTY RD 657 | PAW PAW | MI | 49079 | |||||
| CLEVELAND MUSEUM OF ART | ||||||||||||
| N/A | 501C3 | SUPPORT FOR EXHIBITION "TREASURES FROM THE LOWER YANGZI DELTA" | $20,000 | 11150 E BLVD | CLEVELAND | OH | 44106 | |||||
| SEATTLE ART MUSEUM | ||||||||||||
| N/A | 501C3 | FUNDS TO SUPPORT "RENEGADE EDO & PARIS" EXHIBITION | $20,000 | PO BOX 22000 | SEATTLE | WA | 981229700 | |||||
| CONNOR WILSON | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $19,973 | 101 GRANT ST | CORAOPOLIS | PA | 15108 | |||||
| ERIN OPPEL | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,478 | 2622 COUNTRY RIDGE | MUSCATINE | IA | 52761 | |||||
| JOSHUA SIMS SPEYER | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,478 | 65 BOTHFELD ROAD | NEWTON | MA | 02459 | |||||
| LUCAS STANEK | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,478 | 4142 BRYENTON RD | LITCHFIELD | OH | 44253 | |||||
| RAUFUL HOSSAIN | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,477 | 412 E 16TH ST | BROOKLYN | NY | 11226 | |||||
| WESLEY KANG | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,477 | 315 CABIN RD SE | VIENNA | VA | 22180 | |||||
| RAVEN WITHERSPOON | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERUNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $13,260 | 4705 KINLOCH CT | HENRICO | VA | 23231 | |||||
| DAVID SHUVE-WILSON | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $12,227 | 1328 LAUREL VIEW DR | ANN ARBOR | MI | 48105 | |||||
| EMILY NGUYEN | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAMESE LANGUAGE SCHOOL, HO CHI MINH CITY, VIETNAM | $2,804 | 1371 PERRY PL NW | WASHINGTON | DC | 200101316 | |||||
| JONATHAN FORMELLA | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM | $1,134 | 209 PINE BLUFF ROAD | STEVENS POINT | WI | 544829309 | |||||
| POLLY WOODBURY | ||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FOR KHMER LANGUAGE STUDY IN PHNOM PENH, CAMBODIA | $1,000 | 601 S 78TH STREET | TACOMA | WA | 98408 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,356 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KHARIS RALPH | |||||||
| 3102 BLUFF ST UNIT 4 | MADISON | WI | 53705 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES AT SUNGKYUNKWAN UNIVERSITY IN SEOUL, SOUTH KOREA | $61,000 |
| EMILY NGUYEN | |||||||
| 1371 PERRY PL NW | WASHINGTON | DC | 200101316 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAMESE LANGUAGE SCHOOL, HO CHIH MINH CITY, VIETNAM | $47,196 |
| SEATTLE ART MUSEUM | |||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | MUSEUM INTERNSHIPS FOR UNIVERSITY OF WASHINGTON STUDENTS DURING 2024/2025 ACADEMIC YEAR | $35,000 |
| SAMUEL LEITER | |||||||
| 4907 S GREENWOOD AVE | CHICAGO | IL | 60615 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $28,100 |
| ELIZABETH MARSHALL | |||||||
| 5157 BLUESTONE ST | JACKSON | MI | 492018338 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $24,600 |
| ALEXIS RANGELL-ONWUEGBUZIA | |||||||
| 316 DISTRICT COURT | FULLERTON | CA | 92832 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $24,600 |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | 501C3 | SUPPORT FOR EXHIBITION "PHOENIX KINGDOMS: THE LAST SPLENDOR OF CHINA'S BRONZE AGE" AT ASIAN ART MUSEUM | $20,000 |
| ANDREW HARDY | |||||||
| 9040 FREMONT TRAIL | FORT WORTH | TX | 76244 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,200 |
| SINA SALESSI | |||||||
| 28752 RIKI COURT | LAGUNA NIGUEL | CA | 92677 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,200 |
| DANY MATAR | |||||||
| 5204 CLINTON ROAD | ALEXANDRIA | VA | 22312 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,200 |
| QINYI KELLY FAN | |||||||
| 13592 GOLDEN ELM LANE | SAN DIEGO | CA | 92129 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,200 |
| SAMUEL PATWELL | |||||||
| 31 SMITH ROAD | ELVERSON | PA | 19520 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI | $17,200 |
| NAN NOURN | |||||||
| PO BOX 1023 | CHEYENNE WELLS | CO | 80810 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM GATEWAY TO KHMER PROGRAM IN CAMBODIA | $12,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $339,186 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,608 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $20,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,568 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FREEMAN FOUNDATION | ||||||
| 1 | C/O ROCKEFELLER TRUST COMPANY NA 45 | NEW YORK | NY | 10111 | $300,000 | Yes (X) |
| KINGFISHER FOUNDATION | ||||||
| 2 | 3701 SACAMENTO ST NO 207 | SAN FRANCISCO | CA | 94118 | $12,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,160 | Amt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,098 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 38,254.611 SHARES BLACKSTONE REIT | $444,373 | $548,112 |
| MORGAN STANLEY - 2023 INCOME REC'D 2024 | $5,919 | $5,919 |
| 3,220 SHARES ISHARES INC MSCI JAPAN ETF | $199,505 | $206,531 |
| 4,073 SHARES ISHARES MSCI EMU ETF | $166,468 | $193,223 |
| 2,178 SHARES VANGUARD DIVIDEND APPRECIATION | $265,648 | $371,131 |
| 8,461 SHARES VANGUARD FTSE DEVELOPED MARKETS | $342,825 | $405,282 |
| 7,590 SHARES VANGUARD FTSE EMERGING MARKETS | $284,856 | $311,949 |
| 4,656 SHARES VANGUARD GROWTH ETF | $672,725 | $1,447,457 |
| 2,054 SHARES VANGUARD MID-CAP ETF | $266,895 | $477,843 |
| 1,381 SHARES VANGUARD SMALL CAP ETF | $158,923 | $294,609 |
| 2,446 SHARES VANGUARD TOTAL STK MKT ETF | $363,767 | $580,240 |
| 7,059 SHARES VANGUARD VALUE ETF | $596,370 | $1,055,321 |
| 58,032.061 SHARES METROPOLITAN WEST TOT RET BD 1 | $625,953 | $533,315 |
| 25,447 SHARES INT'L POLYOL CHEMICALS - UNLISTED SHARES | $190,852 | $190,852 |
| 393,013 SHARES TECHNOLOGY INT'L EXCHANGE - UNLISTED SHARES | $76,424 | $39,301 |
| 49,881 EATON VANCE TAX MGD DIV EQU FD | $237,355 | $385,081 |
| 74,333.289 SHARES LORD ABBETT SHT DURATION | $309,449 | $286,183 |
| 8,059.57 SHARES MORGAN STANLEY CASH | $8,060 | $8,060 |
| 32,040.43 SHARES MSILF TREASURY SECURITIES | $32,040 | $32,040 |
| 299.89 SHARES BLACKSTONE REIT -CASH | $300 | $300 |
| 730 SHARES VANGUARD S&P 500 EFT | $289,547 | $318,864 |
| 28,985.573 SHARES COHEN & STEERS PREF SEC&INC I | $331,509 | $341,450 |
| 3,615 SHARES JPMORGAN ULTRA-SHORT INCOME | $180,920 | $181,581 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS MEALS | $1,503 | $0 | $1,503 |
| INSURANCE | $3,750 | $375 | $3,375 |
| TELEPHONE | $587 | $0 | $587 |
| OFFICE EXPENSE | $1,824 | $182 | $1,642 |
| FEES | $116 | $0 | $116 |
| INTERNET/WEBSITE | $1,617 | $0 | $1,617 |
| INVESTMENT MANAGEMENT FEES | $55,207 | $55,207 | $0 |
| CONTRACT STAFF | $133,238 | $0 | $133,238 |
| EQUIPMENT/SOFTWARE | $4,941 | $494 | $4,447 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DORADO OIL COMPANY | $33 | $33 | $33 |
| NONDIVIDEND DISTRIBUTION | $20,306 | $0 | $20,306 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $2,516 | $2,516 | $0 |
| STATE FILING FEE | $4 | $0 | $4 |
Comments