SAMIS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAMIS FOUNDATION (EIN 91-1641746)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-27
- IRS object ID
- 202302089349100315
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-27T18:00:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | 911641746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2066223363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE KANTER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2066223363 | PhoneNum |
| Signature | 2023-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CONSTANCE | PersonFirstNm |
| Person Last | KANTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2023-07-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $190,017,297 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $39,110 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,987 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,621 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,163,972 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,163,972 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,495,694 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $574,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $574,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,031,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,992,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,576 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,576 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $416,305 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $415,696 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,416 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,441 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,465 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,107 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,358 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,631 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,343 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,231 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,849,156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $948,427 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $39,729 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $257,229 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $257,229 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $205,734 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $234,485 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,799,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,392,780 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $415,716 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,020,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,684,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,490,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,597,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,970,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,618,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,684,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,461,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $413,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,307,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,797,663 | CashBOYAmt |
| Cash EOY | $3,762,703 | CashEOYAmt |
| Cash EOYFMV | $3,762,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,112,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,116,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,116,452 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $748,800 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $515,322 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $107,103 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $233,478 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $233,478 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $2,306,554 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,607,669 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,607,669 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $194,285 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $87,384 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $210,426 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $106,901 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $106,901 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $738,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $821,700 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $821,700 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,284,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,158,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,158,562 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,418,993 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,074,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,074,339 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $86,968,774 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $28,668,026 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $51,350,225 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $58,300,748 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $145,450,835 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $21,420,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,050,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,050,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $176,830 | OtherAssetsBOYAmt |
| Other Assets EOY | $634,658 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $634,658 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $93,922,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,867,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $190,017,297 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $241,743 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $693,467 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,974,439 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,512,083 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,249,509 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,601,930 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,465,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,807,480 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $89,456,548 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,059,730 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,456,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,059,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,922,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,867,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,456,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $413,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,494,680 | OtherIncreasesAmt |
| Subtotal | $99,364,630 | SubtotalAmt |
| Other Decreases | $2,304,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,059,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LAND | P | $320,000 | $115,352 | $204,648 | $204,648 |
| PUBLICLY TRADED SECURITIES | P | $787,032 | $417,585 | $369,447 | $369,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $574,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $143,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $143,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $143,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $211,154 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $211,154 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $67,875 | OverpaymentAmt |
| Applied To ES Tax | $67,875 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SAMISFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINDA SULLIVAN | IndividualWithBooksNm |
| Phone | 2066223363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET SUITE C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE KANTER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHIEF EXECUTIVE OFFICER | 20.00 | $187,077 | $19,499 | $0 |
| ELI GENAUER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ELLENHORN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JUDY NEUMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREG ROER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANA BEHAR | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| AL MAIMON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| VICTOR ALHADEFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JACK ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| RABBI BENJAMIN HASSAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI | 1.00 | $0 | $0 | $0 |
| DAVE AZOSE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BEA NAHON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ERNIE SHERMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| MARIA ERLITZ | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BARRY ERNSTOFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JERRY COHEN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELI ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LOUIS TREIGER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| RABBI RON-AMI MEYERS | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI (THRU 04/22) | 1.00 | $0 | $0 | $0 |
| LUCY PRUZAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 04/22) | 1.00 | $0 | $0 | $0 |
| DR ALEX SYTMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 04/22) | 1.00 | $0 | $0 | $0 |
| EDDIE HASSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 04/22) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA RIVKIN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF DAY SCHO | 40.00 | $162,726 | $20,131 | $0 |
| LINDA MCCLURE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | ADMIN ASSISTANT | 40.00 | $77,435 | $21,151 | $0 |
| ARIEL LAPSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | PROGRAM OFFICER | 40.00 | $91,638 | $5,166 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUGET SOUND PROPERTIES COMMERCIAL REAL ESTATE | |||||
| 10900 NE 8TH STREET SUITE 1500 | BELLEVUE | WA | 98004 | COMMERCIAL LEASING BROKER | $505,335 |
| RUMBLE MARKETING | |||||
| 12446 SE 26TH PLACE | BELLEVUE | WA | 98005 | WEBSITE DESIGN | $139,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,883,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,374,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $174,873,299 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,131,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $190,131,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,851,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,279,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,363,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,363,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $143,279 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $712,787 | IncomeTaxAmt |
| Total Tax | $856,066 | TotalTaxAmt |
| Distributable Before Adj | $8,507,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,507,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,507,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,461,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,461,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,507,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,387,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,461,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,387,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,073,641 | 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 | $5,434,286 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR PIONEER SQUARE | ||||||||||||
| 310 1ST AVE SO SUITE 201 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 | |||||
| AMERICA GIVES | ||||||||||||
| 1732 FIRST AVENUE NO 27091 | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 | |||||
| AMERICAN FRIENDS OF BIMAD ALON MOREH | ||||||||||||
| PO BOX 223 | NEW ROCHELLE | NY | 10804 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,000 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL TOTAL | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |||||
| AMERICAN FRIENDS OF NATAL | ||||||||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | |||||
| AMERICAN FRIENDS OF OGEN | ||||||||||||
| 2330 MILTON ROAD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $65,000 | |||||
| AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING | ||||||||||||
| 30 SEAVIEW DRIVE | SECAUCUS | NJ | 07094 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |||||
| AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE | ||||||||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $290,000 | |||||
| AMERICAN YEDIDIM INC | ||||||||||||
| 17515 NE 7TH AVE NORTH | MIAMI BEACH | FL | 33162 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $40,000 | |||||
| ANTI-DEFAMATION LEAGUE SEATTLE CHAPTER | ||||||||||||
| 2200 SIXTH AVENUE SUITE 835 | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 | |||||
| B'NAI BRITH YOUTH ORGANIZATION | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 | |||||
| CAMP GAN ISRAEL - SEATTLE | ||||||||||||
| 4002 NE 72ND STREET | SEATTLE | WA | 98115 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $2,500 | |||||
| CAMP SOLOMON SCHECHTER | ||||||||||||
| 117 E LOUISA 110 | SEATTLE | WA | 98102 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $90,500 | |||||
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | ||||||||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $29,000 | |||||
| CHABAD OF NORTH SEATTLE | ||||||||||||
| 3015 NE 100TH STREET | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |||||
| CHABAD OF THE CENTRAL CASCADES | ||||||||||||
| 24121 SE BLACK NUGGET RD | ISSAQUAH | WA | 98029 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,000 | |||||
| COMMITTEE FOR THE RESCUE OF ISRAEL'S BABIES | ||||||||||||
| 1274 49TH STREET SUITE 569 | BROOKLYN | NY | 11219 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,000 | |||||
| CONGREGATION BETH ISRAEL | ||||||||||||
| 751 SAN JUAN BLVD | BELLINGHAM | WA | 98229 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $22,000 | |||||
| CONGREGATION BETH SHALOM | ||||||||||||
| 6800 35TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $29,500 | |||||
| CONGREGATION EZRA BESSAROTH | ||||||||||||
| 5217 S BRANDON STREET | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,500 | |||||
| CONGREGATION KOL AMI | ||||||||||||
| 7800 NE 119TH STREET | VANCOUVER | WA | 98662 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $17,500 | |||||
| DERECH EMUNAH | ||||||||||||
| 5145 SO MORGAN ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $94,535 | |||||
| EASTSIDE TORAH CENTER | ||||||||||||
| 16199 NORTHUP WAY | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |||||
| ETKIN CHESED FUND | ||||||||||||
| C/O BCMH 5145 SOUTH MORGAN STREET | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,000 | |||||
| FOUNDATION FOR JEWISH CAMP | ||||||||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $23,000 | |||||
| FRACTURED ATLAS | ||||||||||||
| 228 PARK AVENUE S 56651 | NEW YORK | NY | 10003 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |||||
| FRIENDS OF ISRAEL SCOUTS INC | ||||||||||||
| 575 8TH AVE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,000 | |||||
| FRIENDS OF THE LOWER GRAND COULEE | ||||||||||||
| PO BOX 1625 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |||||
| FRIENDSHIP CIRCLE | ||||||||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |||||
| HARING CENTER - UNIVERSITY OF WASHINGTON | ||||||||||||
| 1981 NE COLUMBIA RD | SEATTLE | WA | 98195 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,728 | |||||
| HEBREW FREE LOAN ASSOCIATION | ||||||||||||
| PO BOX 141 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,500 | |||||
| HERZL-NER TAMID CONSERVATIVE CONGREGATION | ||||||||||||
| 3700 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $13,600 | |||||
| HILLEL FOUNDATION FOR JEWISH LIFE AT THE UNIVERSITY OF WASHINGTON | ||||||||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |||||
| HOLOCAUST CENTER FOR HUMANITY | ||||||||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $34,500 | |||||
| IMPACTISRAEL INC | ||||||||||||
| 4340 EAST WEST HWY SUITE 202 | BETHESDA | MD | 208144488 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | |||||
| ISRAAID US | ||||||||||||
| PO BOX 61227 | PALO ALTO | CA | 94303 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | |||||
| ISRAEL AMERICAN COUNCIL SEATTLE | ||||||||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |||||
| JEWISH COLORADO | ||||||||||||
| 300 S DAHLIA STREET | DENVER | CO | 80246 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |||||
| JEWISH DAY SCHOOL | ||||||||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $659,442 | |||||
| JEWISH FAMILY SERVICE | ||||||||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 | |||||
| JEWISH FEDERATION OF GREATER SEATTLE | ||||||||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $170,770 | |||||
| JEWISH FEDERATION OF THE BLUEGRASS | ||||||||||||
| 124 N ASHLAND AVE | LEXINGTON | KY | 40502 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,500 | |||||
| JEWISH NATIONAL FUND | ||||||||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $158,000 | |||||
| JEWISH PRISONER SERVICES INTERATIONAL | ||||||||||||
| PO BOX 85840 | SEATTLE | WA | 98145 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 | |||||
| KAV L'NOAR FOUNDATION | ||||||||||||
| 348 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | |||||
| LIMMUD SEATTLE | ||||||||||||
| 4616 25TH AVENUE NE PMB 216 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,360 | |||||
| MASQUERS THEATER | ||||||||||||
| PO BOX 1174 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |||||
| MENACHEM MENDEL SEATTLE CHEDER | ||||||||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $466,158 | |||||
| MERCAZ SEATTLE | ||||||||||||
| PO BOX 51214 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |||||
| NATIONAL RAMAH COMMISSION INC | ||||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |||||
| NEIGHBORHOOD HOUSE | ||||||||||||
| 1225 S WELLER ST NO 510 | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,500 | |||||
| NLI USA INC | ||||||||||||
| C/O PERRY DAVIS ASSOC 25 WEST 45TH | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500,000 | ST SUITE 701 | ||||
| NORTHWEST YESHIVA HIGH SCHOOL | ||||||||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,076,677 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $388,680 | |||||
| PEOPLE'S ADVOCACY INSTITUTE | ||||||||||||
| PO BOX 16109 | JACKSON | MS | 39236 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |||||
| PLYMOUTH HOUSING GROUP AND SUBSIDIARIES | ||||||||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | |||||
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | ||||||||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 | |||||
| REFORM JEWISH CONGREGATION OF PUERTO RICO | ||||||||||||
| NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | 101 CALLE SAN JORGE | SAN JUAN | RQ | 00911 | |||||
| SEATTLE HEBREW ACADEMY | ||||||||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $850,852 | |||||
| SEATTLE JEWISH COMMUNITY SCHOOL | ||||||||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $509,648 | |||||
| SEPHARDIC ADVENTURE CAMP | ||||||||||||
| PO BOX 28511 | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $115,816 | |||||
| SEPHARDIC EDUCATIONAL CENTER | ||||||||||||
| 6505 WILSHIRE BOULEVARD SUITE 320 | LOS ANGELES | CA | 90048 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 | |||||
| SEPHARDIC RELIGIOUS SCHOOL | ||||||||||||
| 3121 CASCADIA AVENUE S | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,500 | |||||
| STAND WITH US NORTHWEST | ||||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 900341069 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | |||||
| STROUM JEWISH COMMUNITY CENTER | ||||||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $14,000 | |||||
| TBS EDUCATION DEPARTMENT | ||||||||||||
| 1322 EAST 30TH AVENUE | SPOKANE | WA | 99203 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |||||
| TEMPLE BETH HATFILOH | ||||||||||||
| 201 8TH AVE SE | OLYMPIA | WA | 98501 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |||||
| TEMPLE DE HIRSCH SINAI | ||||||||||||
| 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |||||
| THE DOROTHY AND MYER KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY | ||||||||||||
| 5110 DENSMORE AVE | ENCINO | CA | 91436 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $2,000 | |||||
| THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION | ||||||||||||
| 68 3RD STREET | BROOKLYN | NY | 11215 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,841 | |||||
| THE JEWISH EDUCATION PROJECT | ||||||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |||||
| TORAH DAY SCHOOL | ||||||||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $546,545 | |||||
| UNION FOR REFORM JUDAISM - CAMP KALSMAN | ||||||||||||
| 11410 NE 124TH ST 622 | KIRKLAND | WA | 98034 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $85,060 | |||||
| URJ HELLER HIGH | ||||||||||||
| 633 3RD STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | |||||
| WASHINGTON STATE JEWISH HISTORICAL SOCIETY | ||||||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,800 | |||||
| WEST COAST NCSY | ||||||||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $23,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,970,312 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $75,000 |
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | |||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,700 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $181,106 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $32,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $91,587 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $182,982 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $97,500 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $253,173 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $93,724 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $71,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,112,636 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,987 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,621 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,495,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $574,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,324,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,324,397 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NAI PUGET SOUND PROPERTIES | ||||||
| 1 | 10900 NE 8TH ST UNIT 1500 | BELLEVUE | WA | 98004 | $34,110 | Yes (X) |
| BACKFLIP | ||||||
| 2 | 400 112TH AVE NE 400 | BELLEVUE | WA | 98004 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,370 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,631 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: SAMIS LAND CO. EMPLOYER ID NUMBER: 91-0517717ADDRESS: 208 JAMES STREET, #CSEATTLE, WA 98104 EXCESS BUSINESS HOLDING [ ] YES [X ] NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTM TERM INV G ADM | $616,897 | $616,897 |
| VANGUARD SHORT TERM INVT GRADE ADM | $426,569 | $426,569 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,030,873 | $1,030,873 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES | $575,325 | $575,325 |
| VANGUARD INTERNATIONAL VALUE #46 | $419,162 | $419,162 |
| VANGUARD MID CAP INDEX ADM | $802,038 | $802,038 |
| VANGUARD MIDCAP VALUE INDEX ADMIRAL | $618,412 | $618,412 |
| VANGUARD SMALL CAP INDEX FUND | $401,623 | $401,623 |
| VANGUARD SMALL CAP VALUE INDEX FUND | $620,356 | $620,356 |
| VANGUARD TOT INT ST INDX ADM | $1,427,251 | $1,427,251 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $1,988,982 | $1,988,982 |
| VANGUARD VALUE INDEX ADM | $1,305,413 | $1,305,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMIS LAND CO. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $24,050,000 | BookValueAmt |
| EOYFMV | $24,050,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,465 | LegalFeesAmt |
| Net Investment Income | $13,107 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,358 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $176,830 | BOYBookValueAmt |
| EOY Book Value | $634,658 | EOYBookValueAmt |
| EOYFMV | $634,658 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FROM INVESTMENTS | Desc |
| Amt | $2,304,900 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $221,852 | $221,852 | $0 |
| AMORTIZATION | $80,259 | $80,259 | $0 |
| GROUNDS EXPENSE | $29,756 | $29,756 | $0 |
| INSURANCE | $327,136 | $327,136 | $0 |
| JANITORIAL | $56,814 | $56,814 | $0 |
| LEASING & MARKETING | $30,695 | $30,695 | $0 |
| LICENSES | $1,896 | $1,896 | $0 |
| MARKETING | $329,790 | $0 | $336,628 |
| OTHER ADMIN | $77,263 | $0 | $79,088 |
| REPAIRS & MAINTENANCE | $1,313,091 | $1,313,091 | $0 |
| SECURITY EXPENSE | $35,301 | $35,301 | $0 |
| TENANT PARKING | $3,063 | $3,063 | $0 |
| UTILITY EXPENSES | $292,917 | $292,917 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN VALUE OF SAMIS LAND CO. | $2,630,000 |
| PROPERTY DISTRIBUTION FROM SAMIS LAND CO. | $6,864,680 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE DEPOSITS | $699,509 | $781,930 |
| FEDERAL INCOME TAX LIABILITY | $550,000 | $820,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $135,412 | $31,381 | $89,231 |
| INVESTMENT MANAGEMENT | $41,931 | $41,931 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $861,000 | $0 | $0 |
| TAXES | $946,925 | $946,925 | $0 |
| B&O TAXES | $1,502 | $1,502 | $0 |
| PAYROLL TAXES | $39,729 | $0 | $39,729 |
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