BLAKEMORE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BLAKEMORE FOUNDATION (EIN 91-1505735)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-12
IRS object ID
202322559349101012
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)
Return2023-09-12T17:17:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911301672PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SWEENEY CONRAD PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110210 NE POINTS DRIVE SUITE 300AddressLine1Txt
CityKIRKLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911505735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAKEMORE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O EUGENE LEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBLAKBusinessNameControlTxt
Phone2064274838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50437AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE LEEPersonNm
Person TitleOFFICERPersonTitleTxt
Phone2064274838PhoneNum
Signature2023-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEUGENEPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTINA MORRISSETTEPreparerPersonNm
PTINP01242961PTIN
Phone4256291990PhoneNum
Preparation2023-09-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,794,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$189,005DividendsRevAndExpnssAmt
Dividends Net Invst Incm$189,005DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$44,673NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,690,379GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$212OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$212OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$444,574TotalRevAndExpnssAmt
Total Net Invst Incm$189,247TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,860AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$986AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,874AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,523TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,436TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$11,575OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$11,575OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$187,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60,052OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$126,983OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$217,993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,049TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$135,882TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$770,195ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$770,195ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$988,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,049TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$906,077TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$543,614ExcessRevenueOverExpensesAmt
Net Investment Income$114,198NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$151,085CashBOYAmt
Cash EOY$60,584CashEOYAmt
Cash EOYFMV$60,584CashEOYFMVAmt
Sav And Temp Cash Invst EOY$212SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$212SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,891,146CorporateStockBOYAmt
Corporate Stock EOY$6,437,821CorporateStockEOYAmt
Corporate Stock EOYFMV$7,733,593CorporateStockEOYFMVAmt
Total Assets BOY$7,042,231TotalAssetsBOYAmt
Total Assets EOY$6,498,617TotalAssetsEOYAmt
Total Assets EOYFMV$7,794,389TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,755,193CapitalStockBOYAmt
Capital Stock EOY$7,755,193CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$712,962RetainedEarningBOYAmt
Retained Earning EOY-$1,256,576RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,042,231TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,498,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,042,231TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,498,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,042,231TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$543,614ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,498,617SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,498,617TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY #12272022-01-012022-12-31$121,500$138,026-$16,526-$16,526
MORGAN STANLEY #12272021-01-012022-12-31$1,539,073$1,597,026-$57,953-$57,953
CAPITAL GAINS DIVIDENDS$29,806$29,806$29,806P
FieldValueIRS element (for citing)
Capital Gain Net Income-$44,673CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,587InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,587SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,587TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,413OverpaymentAmt
Applied To ES Tax$4,413AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BLAKEMOREFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksEUGENE LEEIndividualWithBooksNm
Phone2064274838PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 50437AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL ATKINS
UNIVERSITY OF WASHINGTONDEPT OFASIAN LANGUAGES LITERATURE BOX 35SEATTLEWA981953521BOARD MEMBER2.00$0$0$0
CHRISTOPHER R HELM
6320 52ND AVENUE SSEATTLEWA98118BOARD MEMBER2.00$0$0$0
MIMI GARDNER GATES
909 E NEWTON STREET UNIT A-2SEATTLEWA98102BOARD CHAIR & BOARD MEMBER2.00$0$0$0
ROBERT A KAPP
851 54TH STREETPORT TOWNSENDWA98368BOARD MEMBER2.00$0$0$0
EUGENE H LEE
7704 NE YEOMALT POINT DRIVE NEBAINBRIDGE ISLANDWA98110TRUSTEE & BOARD MEMBER10.00$0$0$0
KENNETH B PYLE
8416 MIDLAND ROADMEDINAWA98039BOARD MEMBER2.00$0$0$0
LOLAN SONG
334 10TH AVENUESEATTLEWA98033BOARD MEMBER2.00$0$0$0
HAICHENG WANG
UNIVERSITY OF WASHINGTON SCHOOL OFART BOX 353440SEATTLEWA981953440BOARD MEMBER2.00$0$0$0
THERESE CAOUETTE
PO BOX 11756BAINBRIDGE ISLANDWA98110BOARD MEMBER2.00$0$0$0
TABITHA MALLORY
JACKSON SCHOOL UNIVERSITY OFWASHINGTON BOX 353650SEATTLEWA981953650BOARD MEMBER2.00$0$0$0
JOSEPH MASSEY
PO BOX 322DEER HARBORWA982430322BOARD MEMBER2.00$0$0$0
HARRIET PHINNEY
SEATTLE UNIVERSITY DEPT OFANTHROPOLOGYSEATTLEWA981221090BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonCATHERINE SCHEIBNERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114010 SE 13TH PLACE APT 105AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98007ZIPCd
FieldValueIRS element (for citing)
Service TypeADMINISTRATIVE SERVICESServiceTypeTxt
Compensation$114,892CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHED SCHEDULEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,112,803AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,254,317TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,254,317AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$123,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,130,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$406,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$406,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,587TaxBasedOnInvestmentIncomeAmt
Total Tax$1,587TotalTaxAmt
Distributable Before Adj$404,938DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$404,938DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$404,938DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$906,077ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$906,077QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$404,938DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$561,872ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$407,028ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$448,925ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$400,374ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$422,506ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,240,705TotalExcessDistributionCyovAmt
Qualifying Distributions$906,077QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$404,938AppliedToCurrentYearAmt
Remaining Distri From Corpus$501,139RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,741,844TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$561,872ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,179,972ExcessDistriCyovToNextYrAmt
Excess From Year4$407,028ExcessFromYear4Amt
Excess From Year3$448,925ExcessFromYear3Amt
Excess From Year2$400,374ExcessFromYear2Amt
Excess From Year1$422,506ExcessFromYear1Amt
Excess From Current Year$501,139ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBLAKEMORE FOUNDATION EUGENE H LEE TRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1701 FIFTH AVENUE SUITE 4200AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2064274838RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENT 11FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENT 12SubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 13RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ALVIN BUI
162 CASUDA CANYON DRIVE APT HMONTEREY PARKCA91754N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$24,253
APRIL ZHU
10385 KINGSBRIDGE ROADELLICOTT CITYMD21042N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA$12,000
BENJAMIN LEE
1011 ARLINGTON AVEARLINGTONVA22209N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$16,500
BRIDGET HARDING
28401 N 57TH PLCAVE CREEKAZ85331N/AINDIVIDUALLANGUAGE STUDY WITH SEOUL NATIONAL UNIVERSTIY, SOUTH KOREA$30,815
CAMERON WHITE
735 CENTRAL STEVANSTONIL60201N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$35,938
CINDY XUE
1420 CHAPIN ST NW APT 202WASHINGTONDC20009N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$45,032
CLAIRE ELLIOT
2010 SOUTH STREETPHILADELPHIAPA19146N/AINDIVIDUALLANGUAGE STUDY WITH TUTORS FROM CHIANG MAI UNIVERSITY, CHIANG MAI, THAILAND$9,000
CONNOR WILSON
101 GRANT STCORAOPOLISPA15108N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$33,606
DAVID SHUVE-WILSON
960 E BONITA AVE UNIT 54POMONACA91767N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$22,503
ERIN OPPEL
2622 COUNTRY RIDGEMUSCATINEIA52761N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$25,531
JANINE SUN
2540 VIA SANCHEZPALOS VERDES ESTATESCA90274N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$33,606
JONATHAN FORMELLA
209 PINE BLUFF ROADSTEVENS POINTWI544829309N/AINDIVIDUALLANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM$31,351
JOSHUA SIMS SPEYER
65 BOTHFELD ROADNEWTONMA02459N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$25,531
LUCAS STANEK
4142 BRYENTON RDLITCHFIELDOH44253N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$25,531
LUCY BEST
372 ST JOHNS PLACE APT 43BROOKLYNNY112385377N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$35,126
MAX WOLPERT
N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$10,5004383 AV HENRI-JULIENMONTREALQUEBECCAH2W 2K9
MCKENNA STRICKER
4330 COLD SPRINGS CTMISSOULAMT59803N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$30,106
MICHAEL BURNS
12713 SHERWOOD DRLEAWOODKS66200N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$30,106
NATHANIEL DOLTON-THORNTON
135 HERBARD STSANTA CRUZCA95060N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$23,629
NICHOLAS LEUNG
3 CASSELBERRY WAYPRINCETONNJ08540N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$16,500
POLLY WOODBURY
601 S 78TH STREETTACOMAWA98408N/AINDIVIDUALLANGUAGE STUDY WITH TUTORS AND ROYAL UNIVERSITY OF PHNOM PENH, CAMBODIA$46,100
RAUFUL HOSSAIN
412 E 16TH STBROOKLYNNY11226N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$25,530
RAVEN WITHERSPOON
4705 KINLOCH CTHENRICOVA23231N/AINDIVIDUALLANGUAGE STUDY WITH INTERUNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA$21,496
SEATTLE ART MUSEUM
PO BOX 22000SEATTLEWA981229700N/A501C3MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2022/2023 ACADEMIC YEAR$50,379
SMITHSONIAN INSTITUTION NATIONAL MUSEUM OF ASIAN ART
PO BOX 37012 MRC 707WASHINGTONDC20013N/A501C3FUNDS TO SUPPORT EXHIBITION OF "ANYANG: CHINA'S FIRST CAPITAL"$25,000
SPENCER LEE-LENFIELD
57341 COUNTY RD 657PAW PAWMI49079N/AINDIVIDUALLANGUAGE STUDY WITH INTERUNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES, SEOUL, SOUTH KOREA$29,000
THU-HUONG HA
N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$29,996JIYGAOKA MARUTA KPORASU A-105MEGUROKUTOKYOJA152-00352-15-10 JIYGAOKA
WESLEY KANG
315 CABIN RD SEVIENNAVA22180N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$25,530
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$770,195TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
DAVID SHUVE-WILSON
960 E BONITA AVE UNIT 54POMONACA91767N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$13,047
ERIN OPPEL
2622 COUNTRY RIDGEMUSCATINEIA52761N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$18,179
MICHAEL BURNS
12713 SHERWOOD DRLEAWOODKS66200N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$26,182
NAN NOURN
PO BOX 1023CHEYENNE WELLSCO80810N/AINDIVIDUALLANGUAGE STUDY WITH TUTORS AND ROYAL UNIVERSITY OF PHNOM PENH, CAMBODIA$46,000
RAUFUL HOSSAIN
412 E 16TH STBROOKLYNNY11226N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$18,179
SEATTLE ART MUSEUM
PO BOX 22000SEATTLEWA981229700N/A501C3FUNDS TO SUPPORT "RENEGADE EDO & PARIS" EXHIBITION$20,000
SPENCER LEE-LENFIELD
57341 COUNTY RD 657PAW PAWMI49079N/AINDIVIDUALLANGUAGE STUDY WITH INTERUNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES, SEOUL, SOUTH KOREA$22,000
WESLEY KANG
315 CABIN RD SEVIENNAVA22180N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$18,180
JOSHUA SIMS SPEYER
65 BOTHFELD ROADNEWTONMA02459N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$18,179
LUCAS STANEK
4142 BRYENTON RDLITCHFIELDOH44253N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$18,180
MCKENNA STRICKER
4330 COLD SPRINGS CTMISSOULAMT59803N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$26,182
JANINE SUN
2540 VIA SANCHEZPALOS VERDES ESTATESCA90274N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$29,682
CONNOR WILSON
101 GRANT STCORAOPOLISPA15108N/AINDIVIDUALLANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN$29,682
RAVEN WITHERSPOON
4705 KINLOCH CTHENRICOVA23231N/AINDIVIDUALLANGUAGE STUDY WITH INTERUNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA$12,556
MAX WOLPERT
N/AINDIVIDUALLANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN$33,9904383 AV HENRI-JULIENMONTREALQUEBECCAH2W 2K9
THE CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARDCLEVELANDOH441061797N/A501C3EXHIBITION OF "CHINA'S SOUTHERN PARADISE: TREASURES FROM THE LOWER YANGZI DELTA"$20,000
SEATTLE ART MUSEUM
PO BOX 22000SEATTLEWA981229700N/A501C3MUSEUM INTERNSHIPS FOR UNIVERSITY OF WASHINGTON STUDENTS DURING 2023/2024 ACADEMIC YEAR$33,586
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$403,804TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$189,005ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$212ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$44,673ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$144,574ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,574TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FREEMAN FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ROCKEFELLER TRUST COMPANY NA 45AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,860Amt
Net Investment Income$986NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,874DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART XV - SUPPLEMENTARY INFORMATION - LINE 2BLANGUAGE GRANTSGRANTS FOR ADVANCED STUDY OF ASIAN LANGUAGESBLAKEMORE FREEMAN FELLOWSHIP APPLICATIONS ARE FILLED OUT AND SUBMITTED ONLINE AT: HTTPS:/BLAKEMOREFOUNDATION.COMMUNITYFORCE.COM. A PDF OF THE PAPER VERSION OF THE 2022 APPLICATION FORM MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2022-PAPER-APPLICATION.PDFART GRANTSAPPLICATIONS ARE ACCEPTED BY INVITATION ONLY. A PDF OF THE 2022 ART GRANT INSTRUCTIONS MAY BE DOWNLOADED AT:HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2022-ART-GRANT-INSTRUCTIONS.PDF
PART XV - SUPPLEMENTARY INFORMATION - LINE 2CGRANTS FOR ADVANCED STUDY OF ASIAN LANGUAGESAPPLICATIONS FOR 2022 BLAKEMORE FREEMAN FELLOWSHIPS RECEIVED BY 5:00 PM PST ON DECEMBER 30, 2021.ART GRANTSAPPLICATIONS FOR 2022 FRANCES BLAKEMORE & GRIFFITH WAY ASIAN ART GRANTS RECEIVED BY NOVEMBER 15, 2022.
PART XV - SUPPLEMENTARY INFORMATION - LINE 2DGRANTS FOR ADVANCED STUDY OF ASIAN LANGUAGESA PDF OF THE GRANT GUIDELINES FOR THE 2022 BLAKEMORE FREEMAN FELLOWSHIPS MAY BE DOWNLOADED AT:HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2022-GRANT-GUIDELINES.PDFART GRANTSA PDF OF THE 2022 ART GRANT GUIDELINES MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2022-ART-GRANT-GUIDELINES.PDF

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
36,560 SHARES BLACKSTONE REIT$419,490$543,932
1659.424 SHARES MSIF ULTRA-SHORT$16,626$16,544
5,342 SHARES MORGAN STANLEY - 2021 INCOME REC'D 2022$5,342$5,342
3,220 SHARES ISHARES INC MSCI JAPAN ETF$199,505$175,297
3,968 SHARES ISHARES MSCI EMU ETF$161,709$156,637
2,137 SHARES VANGUARD DIVIDEND APPRECIATION$259,113$324,503
8,192 SHARES VANGUARD FTSE DEVELOPED MARKETS$330,416$343,818
7,325 SHARES VANGUARD FTSE EMERGING MARKETS$274,208$285,528
3,725 SHARES VANGUARD GROWTH ETF$415,316$793,835
2,023 SHARES VANGUARD MID-CAP ETF$260,190$412,308
2,206 SHARES VANGUARD SMALL CAP ETF$259,670$404,889
2,409 SHARES VANGUARD TOTAL STK MKT ETF$355,759$460,577
8,640 SHARES VANGUARD VALUE ETF$769,613$1,212,797
55,649.945 SHARES METROPOLITAN WEST TOT RET BD 1$604,789$503,075
25,447 SHARES INT'L POLYOL CHEMICALS - UNLISTED SHARES$190,853$190,853
393,013 SHARES TECHNOLOGY INT'L EXCHANGE - UNLISTED SHARES$76,424$39,301
45,792 SHARES EATON VANCE TAX GD DIV$229,399$345,730
83,711.427 SHARES LORD ABBETT SHT DURATION$350,207$320,615
153,839.69 SHARES MORGAN STANLEY - CASH$153,840$153,840
402.712 SHARES MSILF TREASURY SECURITIES$402,712$402,712
36,849.08 SHARES PRINCIPAL SPC PRF&CP SEC INC I$366,885$322,429
2,550 SPDR S&P DIVIDEND$335,755$319,031

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOARD MEETINGS$800$0$800
BUSINESS MEALS$369$0$369
INSURANCE$3,750$375$3,375
TELEPHONE$574$0$574
OFFICE EXPENSE$1,955$195$1,760
FEES$48$0$48
INTERNET/WEBSITE$2,165$0$2,165
INVESTMENT MANAGEMENT FEES$59,482$59,482$0
CONTRACT STAFF$117,892$0$117,892

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUNIVERSITY OF WASHINGTON PRESDesc
Revenue And Expenses Per Books$212RevenueAndExpensesPerBooksAmt
Net Investment Income$212NetInvestmentIncomeAmt
Adjusted Net Income$212AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$2,436$2,436$0
STATE FILING FEE$25$0$25
EXCISE TAXES$7,062$0$0

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