KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349101750
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T11:02:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851890622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN STERLING KUDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1412 112TH AVE NE STE 150 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980043760 | 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 | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MAYERS GAMORAN | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM KELLY STERLING | PreparerPersonNm |
| PTIN | P00097006 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2024-11-11 | 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 | $2,134,369 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $283 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,758 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $20,750 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $4,098 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $28,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $694,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,253 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $122,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,071 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,018 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,531 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $571 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,435 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,217 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $49,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,451 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $711,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $921,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,105,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $141,993 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $141,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $118,883 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,178,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $939,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $862,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,079,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,050,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,134,369 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,077,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,048,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,077,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,079,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,050,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,077,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,075 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,048,391 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,048,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 INDEX | P | 2019-06-26 | 2023-05-10 | $45,419 | $32,245 | $13,174 | $13,174 |
| VANGUARD SMALL CAP ETF | P | 2019-06-26 | 2023-05-10 | $19,019 | $15,787 | $3,232 | $3,232 |
| VANGUARD MID-CAP ETF | P | 2019-06-26 | 2023-05-10 | $20,400 | $16,367 | $4,033 | $4,033 |
| VANGUARD ULTRA-SHORT-TERM BOND ADMIR | P | 2022-03-28 | 2023-06-14 | $95,990 | $96,148 | -$158 | -$158 |
| VANGUARD ULTRA-SHORT-TERM BOND ADMIR | P | 2022-03-28 | 2023-08-03 | $160,571 | $160,747 | -$176 | -$176 |
| VANGUARD ULTRA-SHORT-TERM BOND ADMIR | P | 2023-04-25 | $34,576 | $34,703 | -$127 | -$127 | |
| SCHWAB 8566 DETAIL AVAIL ON REQUEST | P | $77,767 | $76,066 | $1,701 | $1,701 | ||
| SCHWAB 8566 DETAIL AVAIL ON REQUEST | P | $238,072 | $234,199 | $3,873 | $3,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,274 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,746 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,014 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,014 | SubtotalAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,216 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,216 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,202 | OverpaymentAmt |
| Applied To ES Tax | $1,202 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | ||||||||
| 270 SOUTH HANFORD STREET 100 | SEATTLE | WA | 98134 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | ||||||||
| 2136 42ND AVENUE SW | SEATTLE | WA | 98136 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN HABER | ||||||||
| 7557 31ST AVENUE SW | SEATTLE | WA | 98126 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,986,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,449 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,069,505 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,069,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,038,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,014 | TotalTaxAmt |
| Distributable Before Adj | $100,909 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,909 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,909 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,911 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $110,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,748 | UndistributedIncomePYAmt |
| Qualifying Distributions | $110,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,748 | AppliedToYear1Amt |
| Applied To Current Year | $95,163 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,746 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD ST 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FOLDS OF HONOR FOUNDATION | ||||||||
| FOLDS OF HONOR FOUNDATION | DEPARTMENT 13 | DEPARTMENT 13 | TULSA | OK | 74182 | 501(C)(3) | GENERAL OPERATING SUPPORT | $6,250 |
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $35,380 |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| CROHN'S & COLITIS FOUNDATION | 7683 SE 27TH ST 496 | 7683 SE 27TH ST 496 | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,500 |
| JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | PO BOX 4124 | PO BOX 4124 | NEW YORK | NY | 10163 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| THE LIVING DESERT ZOO AND GARDEN | ||||||||
| THE LIVING DESERT ZOO AND GARDEN | 47900 PORTOLA AVE | 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | 501(C)(3) | GENERAL OPERATING SUPPORT | $750 |
| TEMPLE DE HIRSCH SINAI | ||||||||
| TEMPLE DE HIRSCH SINAI | 1511 EAST PIKE STREET | 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,180 |
| STROUM JEWISH COMMUNITY CENTER | ||||||||
| STROUM JEWISH COMMUNITY CENTER | 3801 E MERCER WAY | 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| WESTSIDE SCHOOL | ||||||||
| WESTSIDE SCHOOL | 10404 34TH AVE SW | 10404 34TH AVE SW | SEATTLE | WA | 98146 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| RABBI WEINER DISCRETIONARY FUND | ||||||||
| RABBI WEINER DISCRETIONARY FUND | 1511 EAST PIKE STREET | 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| HEBREW FREE LOAN ASSOCIATION OF WA | ||||||||
| HEBREW FREE LOAN ASSOCIATION OF WA | PO BOX 141 | PO BOX 141 | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| JEWISH FEDERATION OF GREATER SEATTL | ||||||||
| JEWISH FEDERATION OF GREATER SEATTLE | 300 LENORA ST PMB 6074 | 300 LENORA ST PMB 6074 | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| KLINE GALLAND HOME | ||||||||
| KLINE GALLAND HOME | 7500 SEWARD PARK AVE S | 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,460 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
| Related Or Exempt Function Incm | $244 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,758 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,098 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,274 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,098 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $244 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,666 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,018 | Amt |
| Disbursements Charitable Prps | $9,018 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| ASSETS | 2006-01-01 | $44,039 | $1,526 | S/L | 39.0000 | $1,535 |
| ASSET | 2020-01-01 | $61,003 | $2,261 | S/L | 39.0000 | $1,900 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LORD ABBETT BOND-DEBENTURE | BondNm |
| EOY Book Value | $141,993 | EOYBookValueAmt |
| EOYFMV | $118,883 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MKTS ETF | $22,268 | $21,901 |
| ISHARES CORE S&P 500 INDEX | $105,824 | $172,424 |
| ISHARES 10-20 YEAR | $259,228 | $264,330 |
| SPDR PORTFOLIO DEV WORLD EX-US ETF | $97,297 | $112,573 |
| VANGUARD MID-CAP ETF | $19,508 | $27,452 |
| VANGUARD SMALL CAP ETF | $19,925 | $27,733 |
| EXCHANGE TRADED FUNDS A/C 8566 | $217,205 | $257,399 |
| MUTUAL FUNDS A/C 8566 | $179,848 | $221,689 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - OTHER SECURITES | AT COST | $29,612 | $29,612 |
| PIMCO INCOME FUND INST'L CLASS | AT COST | $142,553 | $131,455 |
| DODGE & COX INCOME FUND | AT COST | $400,427 | $350,611 |
| VANGUARD SHORT-TERM TX-E | AT COST | ||
| VANGUARD ULTRA-SHORT TERM | AT COST | $191,766 | $193,022 |
| DWS RREEF REAL ASSET IN | AT COST | $123,473 | $105,421 |
| SCHWAB TREASURY OBLIG MO | AT COST | $52,002 | $52,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $433 | LegalFeesAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| GROSS DEDUCTIONS | $7,376 |
| DELTA 102 GENSCO | |
| GROSS DEDUCTIONS | $5,841 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Revenue And Expenses Per Books | $6,253 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $21,531 | Amt |
| Net Investment Income | $21,531 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $571 | $571 |
| INCOME TAX | $1,728 |