DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION (EIN 45-3943382)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349103319
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:32:12-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVE SUITE 3400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | 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 | 453943382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND PATRICIA GIULIANI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2066211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 KIRKWOOD PLACE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GIULIANI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2064656852 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | GIULIANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | KARRI L LAPIN | PreparerPersonNm |
| PTIN | P00363596 | PTIN |
| Phone | 2066211900 | PhoneNum |
| Preparation | 2023-11-03 | 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 |
| 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 | $14,818,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,758 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $259,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,121,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,105 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $429,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $429,483 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,807 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,404 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,403 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $700 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $700 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,429 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $772,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $772,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $917,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$487,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207,746 | CashBOYAmt |
| Cash EOY | $247,535 | CashEOYAmt |
| Cash EOYFMV | $247,535 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $13,307 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,104 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,104 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,132,228 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,006,083 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $951,069 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,380,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,060,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,266,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $482,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $381,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $337,336 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $83 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,946 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,946 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,217,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,712,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,818,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,217,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,712,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,217,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,712,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,217,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,712,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,217,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$487,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,729,261 | SubtotalAmt |
| Other Decreases | $17,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,712,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT TERM STOCK SALES | 2022-01-01 | 2022-12-31 | $1,710,067 | $1,899,519 | -$189,452 | -$189,452 | |
| LONG TERM STOCK SALES | 2002-01-01 | 2022-12-31 | $2,410,994 | $2,128,687 | $282,307 | $282,307 | |
| CAPITAL GAIN DISTRIBUTIONS | $53,621 | $53,621 | P | ||||
| FROM K-1 - KKR GLOBAL IMPACT FUND, LP | $3,993 | $3,993 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,469 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$189,452 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,307 | 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 | $13,307 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,104 | OverpaymentAmt |
| Applied To ES Tax | $9,104 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL GIULIANI | IndividualWithBooksNm |
| Phone | 2066211900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 KIRKWOOD PLACE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| NICOLE ROVEN GIULIANI | ||||||||
| 5240 KIRKWOOD PLACE N | SEATTLE | WA | 98103 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DANIEL ROVEN GIULIANI | ||||||||
| 5240 KIRKWOOD PLACE N | SEATTLE | WA | 98103 | SECRETARY | 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 |
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 | $14,101,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,369,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,725,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,725,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,489,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $774,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $774,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,203 | TotalTaxAmt |
| Distributable Before Adj | $770,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $770,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $770,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,903 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $785,903 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $770,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $45,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,810 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,629 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $331,878 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $770,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,634 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $347,512 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $347,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,054 | ExcessFromYear4Amt |
| Excess From Year3 | $66,385 | ExcessFromYear3Amt |
| Excess From Year2 | $112,810 | ExcessFromYear2Amt |
| Excess From Year1 | $107,629 | ExcessFromYear1Amt |
| Excess From Current Year | $15,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL GIULIANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 KIRKWOOD PLACE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064656852 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT PROPOSAL MAY BE REQUESTED, THE CONTENT OF WHICH MAY VARY DEPENDING ON THE NATURE AND SCOPE OF THE PROPOSED GRANT, AND THE FOUNDATION'S KNOWLEDGE OF AND EXPERIENCE WITH THE GRANT APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS ARE MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC 501(C)(3) TO THE UNITED STATES FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES, AS WELL AS DOMESTIC ORGANIZATIONS OTHER THAN PUBLIC CHARITIES AND GOVERNMENTAL AGENCIES, SO LONG AS THE GRANT IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES; AND TO FOREIGN ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 901 5TH AVE 630 | SEATTLE | WA | 98164 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $60,000 |
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET 15TH FL | NEW YORK | NY | 10001 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $5,000 |
| AWAMAKI US | |||||||
| 4533 15TH AVE S | SEATTLE | WA | 98108 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $70,000 |
| BE THE MATCH | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| BEYOND TOXICS | |||||||
| PO BOX 1106 | EUGENE | OR | 97440 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $40,000 |
| CANCER LIFELINE | |||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $50,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| PO BOX 422 140 JUNCTION RD | HARDWICK | VT | 05843 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $50,000 |
| EDGEWOOD PTA | |||||||
| 737 EDGEWOOD AVE | NEW HAVEN | CT | 06515 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $5,000 |
| EUGENE SYMPHONY | |||||||
| 115 W 8TH AVENUE SUITE 115 | EUGENE | OR | 98401 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| FIELD ACADEMY | |||||||
| 1818 GAYLORD ST | BURLINGTON | VT | 80206 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| FOOD FOR LANE COUNTY | |||||||
| 770 BAILEY HILL ROAD | EUGENE | OR | 97402 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| HOSPICE OF THE NW FOUNDATION | |||||||
| 227 FREEWAY DR | MOUNT VERNON | WA | 98273 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $15,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| KCTS | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| KLCC - NATIONAL PUBLIC RADIO | |||||||
| 136 W 8TH AVE | EUGENE | OR | 97401 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| KUOW - NATIONAL PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| NATIONAL PUBLIC RADIO | |||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| ORION CENTER FOR INTEGRATED MEDICINE | |||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $50,000 |
| PLANNED PARENTHOOD | |||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $90,000 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $5,000 |
| RAINER VALLEY FOOD BANK | |||||||
| 9021 RAINIER AVE S | SEATTLE | WA | 98118 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| SAN JUAN COMMUNITY HOME TRUST | |||||||
| PO BOX 2603 | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| SEATTLE COLLEGES FOUNDATION | |||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $12,500 |
| SAN JUAN ISLAND FAMILY RESOURCE CENTER | |||||||
| PO BOX 1981 | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $20,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $50,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 308 W MAIN ST | WALLA WALLA | WA | 99362 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| WHITE BIRD CLINIC | |||||||
| 341 E 12TH AVE | EUGENE | OR | 97401 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $30,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $772,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,758 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,151 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $150,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $429,483 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $429,483 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,807 | Amt |
| Net Investment Income | $13,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,403 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MSSB #7631 | BondNm |
| EOY Book Value | $381,756 | EOYBookValueAmt |
| EOYFMV | $337,336 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MSSB #0622 - REIT | $750,000 | $1,132,628 |
| MSSB #3378 - EXCHANGE TRADED & CLOSED FUNDS | $761,223 | $1,032,619 |
| MSSB #3378 - CORPORATE STOCK | $3,207,247 | $3,584,635 |
| MSSB #3378 - MUTUAL FUNDS | $328,328 | $326,531 |
| MSSB #3384 - CORPORATE STOCK | $1,996,209 | $2,633,403 |
| MSSB #3385 - CORPORATE STOCK | $766,831 | $792,087 |
| MSSB #3386 - CORPORATE STOCK | $1,443,832 | $1,558,323 |
| MSSB #7630 - EXCHANGE TRADED & CLOSE END FUNDS | $448,843 | $790,942 |
| MSSB #7630 - MUTUAL FUNDS | $660,162 | $705,985 |
| MSSB #7631 - MUTUAL FUNDS | $493,503 | $424,355 |
| UBS #1829 - PRIVATE EQUITY FUND | $204,659 | $285,249 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,006,083 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $951,069 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| BOY Book Value | $83 | BOYBookValueAmt |
| EOY Book Value | $6,946 | EOYBookValueAmt |
| EOYFMV | $6,946 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $17,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES - FROM K-1S | Desc |
| Revenue And Expenses Per Books | $6,315 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1: OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $97,292 | Amt |
| Net Investment Income | $97,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $9,429 | $9,429 | $0 | $0 |
| EXCISE TAXES | $4,203 | $0 | $0 | $0 |
Comments