BETA

GOW FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GOW FAMILY FOUNDATION (EIN 46-0986449)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202333179349102808
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)
Return2023-11-13T14:19:16-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921363409PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UNDERHILL MCLAUGHLIN HANSON LINDBLOM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 5TH AVENUE SUITE 4150AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460986449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOWFBusinessNameControlTxt
Phone4255592300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY GOWPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4255592300PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFERYPersonFirstNm
Person LastGOWPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE LINDBLOMPreparerPersonNm
PTINP00242711PTIN
Phone2063573033PhoneNum
Preparation2023-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$16,096,542FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$417,439InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$417,439InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$234,144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$234,144DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$211,864NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$211,864CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$700,009OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$700,009OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,163,456TotalRevAndExpnssAmt
Total Net Invst Incm$1,563,456TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$168,240InterestRevAndExpnssAmt
Interest Net Invst Incm$168,240InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$4,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,041TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$186,782OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$174,457OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$359,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$346,738TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,595,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,595,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,954,063TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$346,738TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,595,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$209,393ExcessRevenueOverExpensesAmt
Net Investment Income$1,216,718NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,756,664CashBOYAmt
Cash EOY$1,887,836CashEOYAmt
Cash EOYFMV$1,887,836CashEOYFMVAmt
Acct Rcvbl BOY$60AcctRcvblBOYAmt
Other Investments BOY$13,536,920OtherInvestmentsBOYAmt
Other Investments EOY$14,231,417OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,208,706OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,293,644TotalAssetsBOYAmt
Total Assets EOY$16,119,253TotalAssetsEOYAmt
Total Assets EOYFMV$16,096,542TotalAssetsEOYFMVAmt
Accounts Payable BOY$251,903AccountsPayableBOYAmt
Accounts Payable EOY$8,486AccountsPayableEOYAmt
Total Liabilities BOY$251,903TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,486TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$1,871,084CapitalStockBOYAmt
Capital Stock EOY-$2,011,451CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,912,825RetainedEarningBOYAmt
Retained Earning EOY$18,122,218RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,041,741TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,110,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,293,644TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,119,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,041,741TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$209,393ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,251,134SubtotalAmt
Other Decreases$140,367OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,110,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #7324P-$2,911-$2,911
PTP ADJUSTMENTP$23,496$23,496
PTP ADJUSTMENTP$5,311$5,311
FROM K-1SP$81,022$81,022
FROM K-1SP$100,328$100,328
FROM K-1S - 1256P$893$893
FROM K-1S - 1256P$1,340$1,340
FROM K-1S - 1231P$1,741$1,741
DISTRIBUTION > BASIS - HOLLY ENERGYP$644$644
FieldValueIRS element (for citing)
Capital Gain Net Income$211,864CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,912InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,912SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$783EsPenaltyAmt
Tax Due$7,695TaxDueAmt

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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA HANDJAJAIndividualWithBooksNm
Phone4255592300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
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 Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFERY GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005CHAIR0.00$0$0$0
PAMELA GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005VICE CHAIR0.00$0$0$0
PATRICIA KURKIEWICZ
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005SECRETARY0.00$0$0$0
ROBIN GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005TREASURER0.00$0$0$0
JACQUELINE GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$16,077,935AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,934,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,011,953TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,011,953AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$270,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,741,774NetVlNoncharitableAssetsAmt
Minimum Investment Return$887,089MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$887,089MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,912TaxBasedOnInvestmentIncomeAmt
Total Tax$16,912TotalTaxAmt
Distributable Before Adj$870,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$870,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$870,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,595,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,595,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$870,177DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$490,730ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$467,682ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$441,801ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,180,146ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$412,414ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,992,773TotalExcessDistributionCyovAmt
Qualifying Distributions$1,595,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$870,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$724,823RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,717,596TotalCorpusAmt
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$490,730ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,226,866ExcessDistriCyovToNextYrAmt
Excess From Year4$467,682ExcessFromYear4Amt
Excess From Year3$441,801ExcessFromYear3Amt
Excess From Year2$1,180,146ExcessFromYear2Amt
Excess From Year1$412,414ExcessFromYear1Amt
Excess From Current Year$724,823ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFERY GOWContributingManagerNm
Contributing ManagerPAMELA GOWContributingManagerNm
Contributing ManagerPATRICIA KURKIEWICZContributingManagerNm
Contributing ManagerROBIN GOWContributingManagerNm
Contributing ManagerJACQUELINE GOWContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFERY GOW - GOW FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4255592300RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION AVAILABLE FROM THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AMARA
5907 MARTIN LUTHER KING JR WAY SSEATTLEWA98118NONE501(C)(3)GENERAL PURPOSES$25,000
BELLEVUE LIFESPRING
167 BELLEVUE SQUAREBELLEVUEWA98004NONE501(C)(3)GENERAL PURPOSES$25,000
CAMP KOREY
28901 NE CARNATION FARM RDCARNATIONWA98014NONE501(C)(3)GENERAL PURPOSES$25,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122NONE501(C)(3)GENERAL PURPOSES$30,000
DELTA GAMMA FOUNDATION
3250 RIVERSIDE DRIVECOLUMBUSOH43221NONE501(C)(3)GENERAL PURPOSES$20,000
FARESTART
700 VIRGINIA STREETSEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$50,000
FOOD LIFELINE
4011 6TH AVE SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$50,000
ISLANDWOOD
4450 BLAKELY AVE NEBAINBRIDGE ISLANDWA98110NONE501(C)(3)GENERAL PURPOSES$50,000
LIFE ENRICHEMENT OPTIONS
4011 6TH AVE SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$50,000
LIFEWIRE FKA EASTSIDE DOMESTIC VIOLENCE PROGRAM
PO BOX 6398BELLEVUEWA98008NONE501(C)(3)GENERAL PURPOSES$40,000
NORTHWEST IMMIGRATION RIGHTS PROJECT
615 2ND AVENUE SUITE 400SEATTLEWA98104NONE501(C)(3)GENERAL PURPOSES$50,000
PACHAMAMA ALLIANCE
1009 GENERAL KENNEDY AVESAN FRANCISCOCA94129NONE501(C)(3)GENERAL PURPOSES$65,000
PLANNED PARENTHOOD
2001 E MADISONSEATTLEWA98122NONE501(C)(3)GENERAL PURPOSES$200,000
POTTERY NORTHWEST
226 1ST AVENUE NORTHSEATTLEWA98109NONE501(C)(3)GENERAL PURPOSES$60,000
RAINIER PREP
10211 12TH AVE SSEATTLEWA98168NONE501(C)(3)GENERAL PURPOSES$25,000
RAINIER SCHOLARS
210 24TH AVENUE SOUTH SUITE 360SEATTLEWA98144NONE501(C)(3)GENERAL PURPOSES$50,000
RECOVERY CAFE
2022 BOREN AVESEATTLEWA98121NONE501(C)(3)GENERAL PURPOSES$40,000
REFUGEE WOMEN'S ALLIANCE
4008 MARTIN LUTHER KING JR WAY SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$35,000
VANCOUVER FOUNDATION
NONE501(C)(3)GENERAL PURPOSES$50,000475 WEST GEORGIA STREET SUITE 200VANCOUVERBRITISH COLUMBIACA
WASHINGTON WOMEN IN NEED
700 108TH AVENUE NE SUITE 207BELLEVUEWA98004NONE501(C)(3)GENERAL PURPOSES$30,000
WILD SALMON CENTER
721 NW NINTH AVEPORTLANDOR97209NONE501(C)(3)GENERAL PURPOSES$20,000
YMCA
909 FOURTH AVESEATTLEWA98104NONE501(C)(3)GENERAL PURPOSES$25,000
YOUTHCARE
1828 YALE AVESEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$20,000
YUAN TZE REN XUE CENTER
534 MORAGA WAYORINDACA94563NONE501(C)(3)GENERAL PURPOSES$150,000
YWCA OF SEATTLEKINGSNOHOMISH COUNTY
1118 FIFTH AVENUESEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$150,000
COCOON HOUSE
3530 COLBY AVEEVERETTWA98201NONE501(C)(3)GENERAL PURPOSES$20,000
HOUSING HOPE
5830 EVERGREEN WAYEVERETTWA98203NONE501(C)(3)GENERAL PURPOSES$10,000
IFWHENHOW LAWYERING FOR REPRODUCTIVE JUSTICE
1714 FRANKLIN STREET 100-393OAKLANDCA94612NONE501(C)(3)GENERAL PURPOSES$100,000
ISSAQUAH SCHOOLS FOUNDATION
4225 WEST LAKE SAMMAMISH PARKWAY SEBELLEVUEWA98008NONE501(C)(3)GENERAL PURPOSES$20,000
NORTHWEST COMMUNITY BAIL FUND
2311 NORTH 45TH STREET 303SEATTLEWA98103NONE501(C)(3)GENERAL PURPOSES$50,000
SCHACK ART CENTER
2921 HOYT AVEEVERETTWA98201NONE501(C)(3)GENERAL PURPOSES$10,000
SEXUAL VIOLENCE LAW CENTER
101 YESLER WAY SUITE 300SEATTLEWA98104NONE501(C)(3)GENERAL PURPOSES$20,000
THE GARAGE A TEEN CAFE
235 1ST AVE SEISSAQUAHWA98027NONE501(C)(3)GENERAL PURPOSES$10,000
VILLAGE THEATRE
2710 WETMORE AVEEVERETTWA98201NONE501(C)(3)GENERAL PURPOSES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,595,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$417,439ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$234,144ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$700,009ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$211,864ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,563,456ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,563,456TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ROBIN GOW
111624 SE FIFTH STREET SUITE 210BELLEVUEWA98005$200,000Yes (X)
JACQUELINE GOW
211624 SE FIFTH STREET SUITE 210BELLEVUEWA98005$200,000Yes (X)
PATRICIA KURKIEWICZ
311624 SE FIFTH STREET SUITE 210BELLEVUEWA98005$200,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CC XXVIIAT COST$4,097,319$2,884,991
EQUITY - UBS & SCHWABAT COST$6,168,061$7,537,228
CC XXXIIIAT COST$1,702,134$1,437,902
ANOMALY CAPITALAT COST$1,075,784$1,265,193
CC XXXVAT COST$1,188,115$1,083,392
ROUNDINGAT COST$4$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCESDesc
Amt$140,367Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEE$15$0$0
LICENSE FEE$85$0$0
BROKERAGE FEES$16,601$16,601$0
FROM K-1S - CHARITABLE CONTRIBUTION$104$104$0
FEDERAL EXCISE TAX$23,373$23,373$0
BOOK/TAX DIFFERENCE - PTP NONDEDUCTIBLE$298$298$0
LEGAL FEES$4,800$0$0
FROM K-1S - OTHER DEDUCTIONS$122,407$122,407$0
FROM K-1S - NONPASSIVE/NONPORTFOLIO DEDUCTIONS$5,630$5,630$0
FROM K-1S - EXCESS BUSINESS INTEREST EXPENSE$6,044$6,044$0
ACCOUNTING FEES$7,425$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - ORDINARY INCOME$108,478$108,478$108,478
FROM K-1 - RENTAL INCOME-$7-$7-$7
FROM K-1 - OTHER INVESTMENT INCOME$324,451$324,451$324,451
FROM K-1 - OTHER PASSIVE INCOME$13,711$13,711$13,711
FROM K-1 - NONPORTFOLIO/NONPASSIVE INCOME$253,376$253,376$253,376

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$4,041Amt
Net Investment Income$4,041NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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