SBW FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SBW FOUNDATION (EIN 20-0703467)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202341299349103779
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)
Return2023-05-09T07:33:15-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133923827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSKOWITZ & ASSOCIATES CPA's PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1660 WHITE PLAINS RDAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200703467EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSBWFBusinessNameControlTxt
Phone8603460902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CHRISTINA WASCH-190 COLEMAN RDAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06457ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA B WASCHPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8603460902PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTINAPersonFirstNm
Person LastWASCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MOSKOWITZ CPAPreparerPersonNm
PTINP00166473PTIN
Phone9143666714PhoneNum
Preparation2023-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$1,094,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,989DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,948NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$74,096GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,948CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$2,203OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,203OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$53,147TotalRevAndExpnssAmt
Total Net Invst Incm$53,147TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,350AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,142OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,142OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$185TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$317OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$182OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,627TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$182TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,627TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$68,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,247ExcessRevenueOverExpensesAmt
Net Investment Income$45,520NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,331CashBOYAmt
Cash EOY$13,126CashEOYAmt
Cash EOYFMV$13,126CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$420,300CorporateStockBOYAmt
Corporate Stock EOY$442,438CorporateStockEOYAmt
Corporate Stock EOYFMV$1,081,482CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$474,631TotalAssetsBOYAmt
Total Assets EOY$455,564TotalAssetsEOYAmt
Total Assets EOYFMV$1,094,608TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$474,631RetainedEarningBOYAmt
Retained Earning EOY$455,564RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$474,631TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$455,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,631TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$455,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$474,631TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,247ExcessRevenueOverExpensesAmt
Other Increases$4,180OtherIncreasesAmt
Subtotal$455,564SubtotalAmt
Tot Net Ast Or Fund Balances EOY$455,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyOPPENHEIMER SECURITIES TRANSACTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2022-07-01SoldDt
Gross Sales Price$74,096GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$36,148CostOrOtherBasisAmt
Gain Or Loss$37,948GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$37,948GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,948CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$633InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$633SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,300TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,300OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Overpayment$659OverpaymentAmt
Applied To ES Tax$659AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTINA WASCHIndividualWithBooksNm
Phone8603461570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065475065ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHRISTINA WASCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06457ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,160,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,184,811TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,184,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,167,039NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,352MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,352MinimumInvestmentReturnAmt
Tax Based On Investment Income$633TaxBasedOnInvestmentIncomeAmt
Total Tax$633TotalTaxAmt
Distributable Before Adj$57,719DistributableBeforeAdjAmt
Distributable Before Ded$57,719DistributableBeforeDedAmt
Distributable As Adjusted$57,719DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,582ExpensesAndContributionsAmt
Qualifying Distributions$68,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,719DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$306,955ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,822ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$58,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,822ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$539,408TotalExcessDistributionCyovAmt
Qualifying Distributions$68,582QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$68,582RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$57,719ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$57,719ExcessDistributionCyovAppCYAmt
Total Corpus$550,271TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$249,236ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$301,035ExcessDistriCyovToNextYrAmt
Excess From Year4$62,822ExcessFromYear4Amt
Excess From Year3$56,609ExcessFromYear3Amt
Excess From Year2$58,200ExcessFromYear2Amt
Excess From Year1$54,822ExcessFromYear1Amt
Excess From Current Year$68,582ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINA WASCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064575065ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8603460902RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF THE HOLY TRINITY
381 MAIN STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RELIGIOUS INSTITUTION$18,152
CENTRAL CONNECTICUT ROWING INC
JOHN K SMITH BOATHOUSE HARBOR DRIVEMIDDLETOWNCT06457EXEMPTTO PROMOTE ROWINGIN THE COMMUNITY$5,500
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY
49 MAIN STREETMIDDLETOWNCT06457EXEMPTTO SUPPORT SOCIAL ANDENVIRONMENTAL JUSTICE$1,000
CT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVENUEHARTFORDCT06105EXEMPTFURTHER PURPOSE OF PUBLIC BROADCASTING$400
CT RIVER CONSERVANCY
15 BANK ROWGREENFIELDMA01301EXEMPTTO PRESERVE THECT RIVER AND ITS TRIBUTARIES$3,500
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648EXEMPTTO FUND HOMELESSNESSPREVENTION PROGRAMS$7,500
MIDDLESEX MEMORIAL HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF MEDICINE$1,000
NASSAU NURSERY SCHOOL
55 CHESTERFIELD GEORGETOWN ROADCHESTERFIELDNJ08515EXEMPTTO FUND EDUCATIONALPROGRAMS$495
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104EXEMPTTO SUPPORT THE RIGHTS OF IMMIGRANTS$2,500
TCS CONSELING SERVICE
353 NASSAU STREETPRINCETONNJ08540EXEMPTFURTHER PURPOSE OF COMMUNITY SERVICE$2,500
HAMPSHIRE COLLEGE
893 WEST STAMHERSTMA01002EXEMPTTO SUPPORT EDUCATIONALPROGRAMS$2,500
JONAH CENTER
PO BOX 854MIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$3,500
MIDDLESEX LAND TRUST
27 WASHINGTON STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$300
PLANNED PARENTHOOD
26 BLEEKER STREETNEW YORKNY10012EXEMPTTO SUPPORT REPRODUCTIVEHEALTH PROGRAMS$2,000
PRINCETON ACADEMY OF THE SACRED HEART
1128 GREAT ROADPRINCETONNJ08540EXEMPTTO FUND EDUCATIONALPROGRAMS$7,000
TRANSITIONAL RESOURCES
2970 SW AVALON WAYSEATTLEWA98126EXEMPTTO SUPPORT MENTALHEALTH PROGRAMS$2,500
THUNDERBIRD ANNUAL FUND
PO BOX 2260TEMPEAZ85280EXEMPTTO SUPPORTSTUDENT SCHOLARSHIP$1,000
WHITE CENTER FOOD BANK
10829 8TH AVE SWSEATTLEWA98146EXEMPTTO SUPPORT HUNGERRELIEF PROGRAMS$1,000
NORTHWEST HARVEST
PO BOX 12272SEATTLEWA98102EXEMPTTO FUND FOODDELIVERY SERVICES$1,000
ST VINCENT DE PAUL
617 MAIN STREET PO BOX 398MIDDLETOWNCT06457EXEMPTTO SUPPORT CHARITABLEPROGRAMS$1,950
SOUL FIRE FARM
1972 NY-2PETERSBURGHNY12138EXEMPTTO SUPPORT PROGRAMS THATSEEK TO UPROOT RACISM INTHE FOOD SYSTEM$1,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036EXEMPTTO SUPPORT ATHLETICPROGRAMS$103
SOCIAL JUSTICE FUND
1904 THIRD AVE STE 806SEATTLEWA98101EXEMPTTO FUND COMMUNITYPROGRAMS$1,000
LUTHERAN COMMUNITY SERVICES NW
4040 S 186TH ST STE 300SEATACWA98188EXEMPTTO FUND SUPPORT SERVICES CONCENTRATING ON HEALTHAND JUSTICE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,989ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$3,360ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,948ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM PASS THRU ENTITYDesc
Exclusion14ExclusionCd
Exclusion-$1,157ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,147ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,147TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMOSKOWITZ & ASSOCIATES CPAS TAX & ACCOUNTINGCategoryTxt
Amt$4,350Amt
Net Investment Income$4,350NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetOPPENHEIMER SECURITIES TRANSACTIONSAssetDesc
How AcquiredPurchasedHowAcquiredTxt
Sold2022-07SoldDt
Gross Sales Price$74,096GrossSalesPriceAmt
Basis$36,148BasisAmt
Total Net$37,948TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO INVESTMENTSStockNm
EOY Book Value$442,438EOYBookValueAmt
EOYFMV$1,081,482EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$135$135
POSTAGE$182$182

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER LOSS FROM PASS THRU ENTITY-$1,157-$1,157
ROYALTIES, NET$3,360$3,360

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/(LOSS)Desc
Amt$4,180Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOPPENHEIMER INV ADVISORY FEESCategoryTxt
Amt$3,142Amt
Net Investment Income$3,142NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$185Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.