JIJI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202342279349101059
- Schema version
- 2021v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T11:39:49-07:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911661398 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO REICH CPA PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911664723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ji Ji Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIJI | BusinessNameControlTxt |
| Phone | 2067194830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Harper | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2067194830 | PhoneNum |
| Signature | 2023-08-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alan | PersonFirstNm |
| Person Last | Harper | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margo Reich | PreparerPersonNm |
| PTIN | P00014489 | PTIN |
| Phone | 2067194830 | PhoneNum |
| Preparation | 2023-08-15 | PreparationDt |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,647,068 | 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 | $31,188 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $929 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,458 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $446,245 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $446,245 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $80,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,632 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $446,245 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $30 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,059 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $24,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,552 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,163 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $582,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $582,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $615,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$534,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $467,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $446,245 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,212 | CashBOYAmt |
| Cash EOY | $33,136 | CashEOYAmt |
| Cash EOYFMV | $33,136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,894 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $148,086 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $147,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,901,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,483,784 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,204,537 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $265,195 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $137,881 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $113,607 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,299,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,950,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,647,068 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,299,716 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,950,973 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,299,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,950,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,299,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,950,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,299,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$534,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $446,245 | OtherIncreasesAmt |
| Subtotal | $4,211,334 | SubtotalAmt |
| Other Decreases | $260,361 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,950,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See attachment | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-10-01 | AcquiredDt |
| Sold | 2022-09-30 | SoldDt |
| Gross Sales Price | $2,131,783 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,685,538 | CostOrOtherBasisAmt |
| Gain Or Loss | $446,245 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $446,245 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $446,245 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $446,245 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,157 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,157 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$7,157 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $262 | EsPenaltyAmt |
| Overpayment | $391 | OverpaymentAmt |
| Applied To ES Tax | $391 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jiji.org | WebsiteAddressTxt |
| Individual With Books | Margo Reich CPA | IndividualWithBooksNm |
| Phone | 2067194830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alan B Harper | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | President | 1.00 | $0 | $0 | $0 |
| Carol J Baird | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Secretary | 1.00 | $0 | $0 | $0 |
| Anne McEnany | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Treasurer | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,056,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,597,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,597,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,528,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,504 | TotalTaxAmt |
| Distributable Before Adj | $219,899 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $219,899 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $219,899 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $582,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,899 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $365,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $495,223 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,521,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,923,188 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $582,400 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,505,588 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $219,899 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $365,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,139,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,500 | ExcessFromYear4Amt |
| Excess From Year3 | $495,223 | ExcessFromYear3Amt |
| Excess From Year2 | $250,000 | ExcessFromYear2Amt |
| Excess From Year1 | $1,521,800 | ExcessFromYear1Amt |
| Excess From Current Year | $582,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Anne McEnany | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063362250 | RecipientPhoneNum |
| Form And Info And Materials | Letter of intent and proposed budget. See jiji.org for guidelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Updates posted on web site. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Ecological education and human impact on the environment in Baja CA Mexico and CA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| San Diego Natural History Museum | ||||||
| PO Box 121390 | San Diego | CA | 92112 | PUBLIC | Support an endowmentfor the position ofDirector of Conservation Biology | $212,400 |
| International Cmu Foundation | ||||||
| 2505 N Avenue | National City | CA | 91950 | Public | Administer grantsapproved by Board | $200,000 |
| Endangered Habitats League | ||||||
| 8424 Santa Monica Blvd Suite A 592 | Los Angeles | CA | 900694267 | Public | Support land management atPunta Mazo Natural Reserve at San Quintin Bay | $110,000 |
| CA Institute for Biodiversity | ||||||
| 1400 Shattuck Avenue Suite 12 PMB 1 | Berkeley | CA | 94709 | Public | Support proposalon opportunity to savebiodiversity hotspot. | $45,000 |
| HeyDay Books | ||||||
| PO Box 9145 | Berkeley | CA | 94709 | Public | Support publication of "Sierra Nevadaldflowers Guide" | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $582,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $929 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $446,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $495,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,632 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 |
|---|---|---|---|---|---|---|
| Schuchat Charitable Lead Trust | ||||||
| 1 | Reed Longyear 801 2nd Ave 1415 | Seattle | WA | 98104 | $23,688 | Yes (X) |
| Kyle Todd Public Service Foundation | ||||||
| 2 | Jackson Campbell 2300 N Street NW S | Washington | DC | 20037 | $7,500 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2083 ISHARES BARCLAYS TIP SECURITIES | BondNm |
| EOY Book Value | $137,881 | EOYBookValueAmt |
| EOYFMV | $113,607 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 480AMAZON | $27,479 | $54,240 |
| 296 ETSY | $51,075 | $29,638 |
| 694 HASBRO | $65,925 | $46,790 |
| 729 LVMH MOET HENNESSY LOUIS VUITTON | $112,544 | $87,186 |
| 306 TESLA | $58,996 | $81,167 |
| 438 ESTEE LAUDER | $131,075 | $94,564 |
| 290 AON | $73,963 | $77,682 |
| 743 MARSH & MCLENNAN | $124,242 | $110,922 |
| 162 MSCI INC | $74,670 | $68,330 |
| 1830 NASDAQ INC | $100,118 | $103,724 |
| 424 S&P GLOBAL | $159,544 | $129,468 |
| 2857 BOSTON SCIENTIFIC | $110,069 | $110,652 |
| 365 CIGNA CORP | $95,493 | $101,277 |
| 1774 EDWARDS LIFESCIENCES | $165,259 | $146,586 |
| 128 IDEXX LABS | $69,197 | $41,702 |
| 528 MEDTRONIC | $67,192 | $42,636 |
| 84 REGENERON PHARMACEUTICAL | $43,508 | $57,865 |
| 588 RESMED | $117,405 | $128,360 |
| 227 UNITEDHEALTH GROUP | $26,246 | $114,644 |
| 694 C H ROBINSON WORLDWIDE | $67,693 | $66,839 |
| 457 CARISLE | $87,752 | $128,147 |
| 1453 OTIS WORLDWIDE CORP | $125,293 | $92,701 |
| 561 VERISK | $125,576 | $95,667 |
| 176ADOBE | $86,959 | $48,435 |
| 1380 ADVANCED MICRO DEVICES | $107,184 | $87,437 |
| 1568 APPLE | $61,178 | $190,578 |
| 948 ARISTA NETWORKS | $80,051 | $107,020 |
| 155 ASML HOLDINGS NV NY | $119,150 | $64,379 |
| 163 INTUIT | $70,922 | $63,133 |
| 237 MASTERCARD | $87,297 | $67,389 |
| 641 NVIDIA | $82,050 | $77,811 |
| 924 PAYCHEX | $124,959 | $103,682 |
| 1918 TRIMBLE | $164,177 | $104,090 |
| 568 VISA | $110,946 | $100,905 |
| 3303 INTERPUBLIC GROUP OF COS | $127,289 | $84,557 |
| 208 NETFLIX | $121,878 | $48,972 |
| 719 OMNICOM GROUP | $59,430 | $45,362 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $148,086 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $147,894 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Excise Taxes paid | $27,989 |
| Unrealized net loss on distributed securities | $232,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank service charge | $3,163 | $3,163 |
| Web hosting fees | $998 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital gain income | $446,245 |
| Unrealized gain on distributed securities | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Inverness Counsel Investment advisor | CategoryTxt |
| Amt | $24,552 | Amt |
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