GROWING TREE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GROWING TREE FOUNDATION INC (EIN 46-1533212)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349106256
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T19:58:17-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461533212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROWING TREE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROW | BusinessNameControlTxt |
| Phone | 2062237000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO LANE POWELL 1420 5TH AVE 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M DRACKETT JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062237000 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | DRACKETT JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALINA DAVIS | PreparerPersonNm |
| PTIN | P02473513 | PTIN |
| Phone | 2065777880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,429,293 | 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 | $3,362 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,683 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$155,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $936,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$2,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,096 | 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 |
| Legal Fees Rev And Expnss | $16,515 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,257 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,258 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,568 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $441,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$478,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529,356 | CashBOYAmt |
| Cash EOY | $15,178 | CashEOYAmt |
| Cash EOYFMV | $15,178 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,331 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,866 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,147,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,252,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,146,431 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $449,374 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $385,046 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $369,071 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,826,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,746,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,828,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,952,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,474,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,429,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,952,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,474,297 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,952,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,952,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,474,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,952,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$478,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,474,297 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,474,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $725,116 | $845,127 | -$120,011 | -$120,011 | |
| PUBLICLY TRADED SECURITIES | $151,924 | $247,000 | -$95,076 | -$95,076 | |
| CAPITAL GAINS DIVIDENDS | $59,721 | $59,721 | $59,721 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$155,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,673 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,173 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,571 | OverpaymentAmt |
| Applied To ES Tax | $3,571 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES M DRACKETT JR | IndividualWithBooksNm |
| Phone | 2062237000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LANE POWELL 1420 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES M DRACKETT JR | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN G DRACKETT | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | SECRETARY/ TREASURER | 0.00 | $0 | $0 | $0 |
| MARY FRANCES BURGIN | ||||||||
| 583 WALLA WALLA WAY | LA CONNER | WA | 98257 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,898,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,175,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,175,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,037,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $451,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $451,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,602 | TotalTaxAmt |
| Distributable Before Adj | $450,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $450,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $450,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $441,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $441,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $410,862 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $441,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $410,862 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $419,306 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES M DRACKETT JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10033 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $40,000 | |
| AUDUBON SOCIETY | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $6,000 | |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| COPE ENVIRONMENTAL CENTER | |||||||
| 1730 AIRPORT ROAD | CENTERVILLE | IN | 47330 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| EQUITY IN EDUCATION COALITION SEATTLE | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| FILAMENT THEATRE OF CHICAGO | |||||||
| 4041 N MILWAUKEE AVE | CHICAGO | IL | 60641 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $60,000 | |
| ORCA CONSERVANCY | |||||||
| PO BOX 16628 | SEATTLE | WA | 98116 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| PADILLA BAY FOUNDATION | |||||||
| 10381 BAYVIEW EDISON RD | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $24,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $40,000 | |
| SKAGIT COMMUNITY FOUNDATION | |||||||
| PO BOX 1763 1220 MEMORIAL HWY SUITE | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $30,000 | C |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $6,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $40,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 | |
| UNITED WAY OF SKAGIT COUNTY | |||||||
| PO BOX 451 | BURLINGTON | WA | 98233 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $30,000 | |
| JAMES C WOOD MEMORIAL FUND | |||||||
| 1342 US HWY 50 | MILFORD | OH | 45150 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,683 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$155,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,270 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,270 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,135 | Amt |
| Net Investment Income | $7,568 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,567 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PENNSYLVANIA ST TPK COMMN SPL | $44,304 | $44,755 |
| TARGET CORP | $5,070 | $5,015 |
| VANGUARD S-T INVESTMENT GRADE FUND | $199,672 | $191,461 |
| VANGUARD SHORT TERM FEDERAL FUND | $136,000 | $127,840 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 2000 INDEX | $88,046 | $159,368 |
| SPDR S&P 500 ETF TRUST | $1,186,837 | $2,304,243 |
| SPDR S&P MIDCAP | $657,731 | $1,199,948 |
| SPDR S&P DIVIDEND | $75,257 | $100,056 |
| VANGUARD HIGH DIVIDEND YIELD ETF | $69,937 | $94,174 |
| BARON DISCOVERY INSTITUTIONAL | $97,114 | $133,103 |
| ISHARES CORE S&P SMALL CAP ETF | $54,893 | $58,033 |
| BNY MELLON INTERNATIONAL STOCK FUND | $118,277 | $161,218 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND | $122,137 | $171,882 |
| SEAFARER OVERSEAS GROWTH & INCOME | $37,726 | $37,443 |
| TOUCHSTONE SANDS CAPITAL EMERGING GROWTH | $36,070 | $37,915 |
| GRANDEUR PEAK U.S STALWARTS | $210,000 | $149,106 |
| VANGUARD S&P SMALL-CAP 600 ETF | $35,461 | $48,459 |
| ISHARES GLOBAL CLEAN ENERGY | $100,406 | $130,740 |
| JANUS HENDERSON OVERSEAS | $155,000 | $152,677 |
| VANGUARD GROWTH INDEX FUND | $100,000 | $99,965 |
| VANGUARD SMALL-CAP VALUE INDEX FUND | $108,000 | $108,101 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74,331 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,866 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERGER FUND | AT COST | $75,000 | $72,741 |
| COHEN & STEERS REALTY SHARES | AT COST | $307,801 | $316,152 |
| VITTORIA OFFSHORE LTD. | AT COST | $1,289,049 | $1,370,206 |
| BLACKROCK FUNDS II | AT COST | $75,000 | $69,648 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,515 | LegalFeesAmt |
| Net Investment Income | $8,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,258 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $18,020 | Amt |
| Net Investment Income | $18,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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