THE MARY SEE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE MARY SEE FOUNDATION (EIN 95-6038358)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349104711
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T16:18:06-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911223179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HELLAM VARON & CO INC PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11750 112TH AVENUE NE SUITE E200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956038358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY SEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone2065506487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3308AddressLine1Txt
CityRENTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY SEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2065506487PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARRYPersonFirstNm
Person LastSEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGINA CHANGPreparerPersonNm
PTINP00355685PTIN
Phone4254539192PhoneNum
Preparation2023-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,944,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$85,620DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,620DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,028,326GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,285CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$188,905TotalRevAndExpnssAmt
Total Net Invst Incm$188,905TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,334LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$667LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$667LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,744OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,872OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,872OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,516TaxesRevAndExpnssAmt
Taxes Net Invst Incm$369TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,106TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$553TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$553TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$28,270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,270OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,431TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,792TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$265,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$265,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$307,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,431TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$270,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$118,465ExcessRevenueOverExpensesAmt
Net Investment Income$154,474NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,282CashBOYAmt
Cash EOY$7,937CashEOYAmt
Cash EOYFMV$7,937CashEOYFMVAmt
Sav And Temp Cash Invst BOY$304,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,172SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,172SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,435,646CorporateStockBOYAmt
Corporate Stock EOY$1,526,959CorporateStockEOYAmt
Corporate Stock EOYFMV$1,745,558CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,165,952CorporateBondsBOYAmt
Corporate Bonds EOY$1,180,688CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,119,059CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,824OtherAssetsEOYAmt
Other Assets EOYFMV$1,824OtherAssetsEOYFMVAmt
Total Assets BOY$2,907,074TotalAssetsBOYAmt
Total Assets EOY$2,787,580TotalAssetsEOYAmt
Total Assets EOYFMV$2,944,550TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,029OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,029TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$1,517,388AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,517,388AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,388,657RetainedEarningBOYAmt
Retained Earning EOY$1,270,192RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,906,045TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,787,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,907,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,787,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,906,045TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$118,465ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,787,580SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,787,580TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY-TRADED SECURITIES$52,451$84,417-$31,966-$31,966
PUBLICLY-TRADED SECURITIES$864,264$808,894$55,370$55,370
PUBLICLY-TRADED SECURITIES$90,139$31,730$58,409$58,409
CAPITAL GAINS DIVIDENDS$21,472$21,472$21,472P
FieldValueIRS element (for citing)
Capital Gain Net Income$103,285CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,147InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,147SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,147TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,971EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,971TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,824OverpaymentAmt
Applied To ES Tax$1,824AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRHONDA SLATERIndividualWithBooksNm
Phone2065506487PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3308AddressLine1Txt
CityRENTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY A SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005PRESIDENT/SECRETARY2.00$0$0$0
RHONDA SLATER
1215 120TH AVENUE NE 202BELLEVUEWA98005ASST SECRETARY1.00$0$0$0
RICHARD W SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005VICE PRESIDENT1.00$0$0$0
BRUCE M PYM
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
STEPHEN D VARON
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
MAUREEN SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,301,043AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,304,875TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,304,875AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,573CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,255,302NetVlNoncharitableAssetsAmt
Minimum Investment Return$162,765MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$162,765MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,147TaxBasedOnInvestmentIncomeAmt
Total Tax$2,147TotalTaxAmt
Distributable Before Adj$160,618DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$160,618DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$160,618DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$270,792QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,618DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$115,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,682ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$138,852ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,795ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$613,749TotalExcessDistributionCyovAmt
Qualifying Distributions$270,792QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$160,618AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,174RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$723,923TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$115,811ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$608,112ExcessDistriCyovToNextYrAmt
Excess From Year4$140,682ExcessFromYear4Amt
Excess From Year3$133,609ExcessFromYear3Amt
Excess From Year2$138,852ExcessFromYear2Amt
Excess From Year1$84,795ExcessFromYear1Amt
Excess From Current Year$110,174ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRY A SEE THE MARY SEE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11215 120TH AVENUE NE 202AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4254510780RecipientPhoneNum
Form And Info And MaterialsSUBMIT LETTER DESCRIBING ORGANIZATION AND INTENDED USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMIT PRIOR TO NOV 1. SOME GIFTS ARE MADE EARLIER, BUT FINAL BOARD ACTION FOR THE YEAR OCCURS AROUNSubmissionDeadlinesTxt
Restrictions On AwardsGIFTS ARE MADE TO 501(C)(3) ORGANIZATIONS AND ALSO 170(C)(1) STATE AND LOCAL INSTITUTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE 5TH AVENUE THEATRE ASSOCIATION
1308 5TH AVENUESEATTLEWA98101PCCHARITABLE$10,000
AIRLIFT NORTHWEST
PO BOX 358045SEATTLEWA98195PCCHARITABLE$10,000
ANIMAL HOSPICE SANCTUARY
PO BOX 428FRIDAY HARBORWA98250PCCHARITABLE$1,000
ANIMAL PROTECTION SOCIETY
PO BOX 1355FRIDAY HARBORWA98250PCCHARITABLE$5,000
ATTAIN HOUSING
125 STATE STREET SKIRKLANDWA98033PCCHARITABLE$5,000
BACA
PO BOX 1424RENTONWA98157PCCHARITABLE$7,000
BEYOND TYPE ONE
1001 LAUREL STREET BSAN CARLOSCA94070PCCHARITABLE$5,000
COLLEGE OF THE DESERT FOUNDATION
43500 MONTEREY AVENUEPALM DESERTCA92260PCCHARITABLE$5,000
EMPOWERING STRIDES
13525 LOST LAKE ROADSNOHOMISHWA98296PCCHARITABLE$8,000
FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250PCCHARITABLE$20,000
HOSPICE OF SAN JUAN
PO BOX 1434FRIDAY HARBORWA98250PCCHARITABLE$5,000
LIFEWIRE
PO BOX 6398BELLEVUEWA98008PCCHARITABLE$10,000
MARINE MAMMAL CENTER
2000 BUMKER ROAD FORT CRONKHITESAUSALITOCA94965PCCHARITABLE$2,000
NATIONAL DISASTER SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROADSANTA PAULACA93060PCCHARITABLE$3,000
NEW HORIZONS
2709 3RD AVENUESEATTLEWA98121PCCHARITABLE$10,000
PAD
PO BOX 2703FRIDAY HARBORWA98250PCCHARITABLE$3,000
PEDIATRIC INTERIM CARE CENTER
328 4TH AVENUE SKENTWA98032PCCHARITABLE$10,000
PROJECT AVARY
PO BOX 150088SAN RAFAELCA94915PCCHARITABLE$5,000
PROJECT OPEN HAND
730 POLK STREETSAN FRANCISCOCA94109PCCHARITABLE$5,000
SAN JUAN EMT ASSOCIATION
PO BOX 1518FRIDAY HARBORWA98250PCCHARITABLE$5,000
SAN JUAN ISLAND FIREFIGHTERS
1101 MULLIS STREETFRIDAY HARBORWA98250PCCHARITABLE$7,000
SAN JUAN ISLANDS MUSEUM OF ART
PO BOX 339FRIDAY HARBORWA98250PCCHARITABLE$2,000
SEATTLE ANGELS
4616 26TH AVENUE NE 313SEATTLEWA98105PCCHARITABLE$5,000
SEVA FOUNDATION
1786 FIFTH STREETBERKELEYCA94710PCCHARITABLE$10,000
TEMPLE BETH AM
2632 NE 80TH STREETSEATTLEWA98115PCCHARITABLE$5,000
THE SOPHIA WAY
11061 2ND 223BELLEVUEWA98004PCCHARITABLE$10,000
UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111PCCHARITABLE$5,000
VISION HOUSE
PO BOX 2951RENTONWA98056PCCHARITABLE$10,000
WASHINGTON WOMEN IN NEED
232 5TH AVENUE S 201KIRKLANDWA98033PCCHARITABLE$15,000
WELLSPRING
1900 RAINIER AVENUE SSEATTLEWA98144PCCHARITABLE$5,000
WOMEN'S FUND FOUNDATION
2100 24TH AVENUE S 330SEATTLEWA98144PCCHARITABLE$5,000
HEAD FOR THE CURE FOUNDATION
1607 OAK STREETKANSAS CITYMO64108PCCHARITABLE$5,000
SAN JUAN ISLAND FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250PCCHARITABLE$20,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVENUE NO J5-200SEATTLEWA98109PCCHARITABLE$5,000
FRIENDS OF SAN JUAN LS LIBRARY
PO BOX 786FRIDAY HARBORWA98250PCCHARITABLE$2,000
SAN JUAN COMMUNITY HOME TRUST
PO BOX 2603FRIDAY HARBORWA98250PCCHARITABLE$5,000
SUMMER SEARCH
1109 1ST AVENUE 205SEATTLEWA98101PCCHARITABLE$5,000
YOUTH TRANSFORMING JUSTICE
734 A STREET 3SAN RAFAELCA94901PCCHARITABLE$5,000
HUCKLEBERRY YOUTH PROGRAM
3450 GEARY BLVD 107SAN FRANCISCOCA94118PCCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$265,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,620ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$188,905ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$188,905TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND CONSULTINGCategoryTxt
Amt$5,400Amt
Net Investment Income$2,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,180,688EOYBookValueAmt
EOYFMV$1,119,059EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,526,959EOYBookValueAmt
EOYFMV$1,745,558EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,334LegalFeesAmt
Net Investment Income$667NetInvestmentIncomeAmt
Disbursements Charitable Prps$667DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREFUNDABLE FEDERAL EXCISE TAXESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,824EOYBookValueAmt
EOYFMV$1,824EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$25,718$25,718$0
MISCELLANEOUS$2,552$2,552$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXES PAYABLEDesc
BOY Book Value$1,029BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPINGCategoryTxt
Amt$3,744Amt
Net Investment Income$1,872NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,872DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$369$369$0
FEDERAL EXCISE TAXES$2,147$0$0

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