KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349102730
- Schema version
- 2022v5.0
- 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
- 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 | 2023-05-15T12:00:43-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN MAYERS | PersonFirstNm |
| Person Last | GAMORAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,033,299 | 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 | $271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,853 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $21,077 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $4,830 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$128,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,793,272 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $5,245 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$45,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,883 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,337 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,337 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $27,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,767 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,787 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,460 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $50,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $820,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $711,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $786,954 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $242,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $141,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,194 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,130,130 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,178,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,081,740 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,255,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,079,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,033,299 | 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 | $2,252,862 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,077,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,252,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,077,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,255,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,079,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,252,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,396 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,077,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,077,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DODGE & COX INCOME | P | 2021-09-02 | 2022-03-28 | $383,888 | $421,855 | -$37,967 | -$37,967 |
| DODGE & COX INCOME | P | 2021-09-02 | 2022-07-01 | $14,990 | $17,162 | -$2,172 | -$2,172 |
| LORD ABBETT BOND-DEBENTURE | P | 2022-08-08 | $16,679 | $19,353 | -$2,674 | -$2,674 | |
| VAGUARD ULTRA-SHORT TERM BOND | P | 2022-07-01 | $14,990 | $15,038 | -$48 | -$48 | |
| ISHARES CORE S&P 500 | P | 2019-06-26 | 2022-07-01 | $15,246 | $11,726 | $3,520 | $3,520 |
| PIMCO INCOME INSTL | P | 2022-08-08 | $18,273 | $20,303 | -$2,030 | -$2,030 | |
| PIMCO INFLATION RESPONSE MULTIASST | P | 2022-06-06 | $122,238 | $105,255 | $16,983 | $16,983 | |
| PIMCO SHORT-TERM INSTL | P | 2022-03-28 | $83,050 | $84,184 | -$1,134 | -$1,134 | |
| SCHWAB 8566 DETAIL AVAIL ON REQUEST | P | $2,112,479 | $2,215,921 | -$103,442 | -$103,442 | ||
| CONESTOGA SMID CAP INSTITUTIONAL | P | 2021-09-02 | 2022-11-10 | $7,778 | $10,871 | -$3,093 | -$3,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$128,396 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$143,581 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $384 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $384 | SubtotalAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,216 | OverpaymentAmt |
| Applied To ES Tax | $2,216 | 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 | $1,892,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,999 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,971,342 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,971,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,941,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $384 | TotalTaxAmt |
| Distributable Before Adj | $96,705 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,705 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $980 | UndistributedIncomePYAmt |
| Qualifying Distributions | $81,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $980 | AppliedToYear1Amt |
| Applied To Current Year | $80,957 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $15,748 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $28,960 |
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| 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 | $10,740 |
| JEWISH JOINT DISTRIBUTIION COMMITTE | ||||||||
| JEWISH JOINT DISTRIBUTION COMMITTEE | PO BOX 4124 | PO BOX 4124 | NEW YORK | NY | 10163 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| BET SHIRA CONGREGATION | ||||||||
| BET SHIRA CONGREGATION | PO BOX 1843 | PO BOX 1843 | PORT TOWNSEND | WA | 98368 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,600 |
| FOLDS OF HONOR FOUNDATION | ||||||||
| FOLDS OF HONOR FOUNDATION | DEPARTMENT 13 | DEPARTMENT 13 | TULSA | OK | 74182 | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,800 |
| WESTSIDE BABY | ||||||||
| WESTSIDE BABY | 435 8TH AVE N | 435 8TH AVE N | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| 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 |
| 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 | $500 |
| SEATTLE CHILDREN'S HOSPITAL | ||||||||
| SEATTLE CHILDREN'S HOSPITAL | 4800 SANDPOINT WAYNE | 4800 SANDPOINT WAY NE | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| EDMONDS WATERFRONT CENTER | ||||||||
| EDMONDS WATERFRONT CENTER | 220 RAILROAD AVE | 220 RAILROAD AVE | EDMONDS | WA | 98020 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
| Related Or Exempt Function Incm | $241 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,853 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,830 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$128,396 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,830 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$67,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $241 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$62,197 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|
| DEPRECIATION | $1,526 |
| DEPRECIATION | $2,261 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO SHORT TERM INSTITUTIONAL | ||
| LORD ABBETT BOND-DEBENTURE | $141,993 | $117,194 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MKTS ETF | $22,268 | $20,221 |
| ISHARES TR S&P 500 INDEX | $138,069 | $180,963 |
| SPDR PORTFOLIO DEV WORLD EX-US ETF | $97,297 | $98,274 |
| VANGUARD MID-CAP ETF | $35,875 | $44,227 |
| VANGUARD SMALL CAP ETF | $35,712 | $42,765 |
| EXCHANGE TRADED FUNDS A/C 8566 | $233,461 | $238,921 |
| MUTUAL FUNDS A/C 8566 | $148,872 | $161,583 |
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 | $29,280 | $29,280 |
| PIMCO INCOME FUND INST'L CLASS | AT COST | $142,553 | $128,112 |
| PIMCO INFLATION RESPONSE MULTI-ASSET | AT COST | ||
| DODGE & COX INCOME FUND | AT COST | $400,427 | $338,665 |
| VANGUARD SHORT-TERM TX-E | AT COST | $34,514 | $34,286 |
| VANGUARD ULTRA-SHORT TERM | AT COST | $448,661 | $446,163 |
| DWS RREEF REAL ASSET IN | AT COST | $123,473 | $105,234 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,337 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,337 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| GROSS DEDUCTIONS | $6,938 |
| DELTA 102 GENSCO | |
| GROSS DEDUCTIONS | $5,522 |
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 | $5,245 | 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 | $27,767 | Amt |
| Net Investment Income | $27,767 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $511 | $511 |
| INCOME TAX | $2,984 |