FURP.ORG / PUBLIC DATA EXPLORER

APEX FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
APEX FOUNDATION (EIN 91-1950397)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349105204
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)
Return2023-11-15T13:16:56-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE SUITE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911950397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APEX FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAPEXBusinessNameControlTxt
Phone4254602500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 245AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG STEWARTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4254602500PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCRAIGPersonFirstNm
Person LastSTEWARTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANICE W ARMSTRONGPreparerPersonNm
PTINP00178834PTIN
Phone2065777880PhoneNum

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$148,897,692FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,490,890ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,168InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,387,359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,387,359DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$3,708,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,572,052GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,884,209CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$97OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$97OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,595,370TotalRevAndExpnssAmt
Total Net Invst Incm$6,279,834TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$613,215CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$181,056CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$432,159CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$288,287OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$288,287OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$76,351PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$10,809PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$65,542PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,555LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,555LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,845OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,845OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$23,650InterestRevAndExpnssAmt
Interest Net Invst Incm$23,650InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$154,711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,812TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$48,625TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,892DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$1,958,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$746,426OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$71,006OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,138,762TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$983,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$926,719TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,104,049ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,604,049ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,242,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$983,753TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,530,768TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,647,441ExcessRevenueOverExpensesAmt
Net Investment Income$5,296,081NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$504,804CashBOYAmt
Cash EOY$236,731CashEOYAmt
Cash EOYFMV$236,731CashEOYFMVAmt
Sav And Temp Cash Invst BOY$690,258SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,015SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,015SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$4,084,500OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$4,584,500OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,084,500OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,084,500OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$112,773,396OtherInvestmentsBOYAmt
Other Investments EOY$110,552,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$136,729,983OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$21,042LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,722LandBldgEquipAccumDeprecAmt
Land BOY$7,523LandBOYAmt
Land EOY$4,320LandEOYAmt
Land EOYFMV$4,320LandEOYFMVAmt
Other Assets BOY$7,807,143OtherAssetsBOYAmt
Other Assets EOY$7,807,143OtherAssetsEOYAmt
Other Assets EOYFMV$7,807,143OtherAssetsEOYFMVAmt
Total Assets BOY$126,367,624TotalAssetsBOYAmt
Total Assets EOY$122,720,517TotalAssetsEOYAmt
Total Assets EOYFMV$148,897,692TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,029OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,363OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,029TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,363TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$126,365,595NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$122,718,154NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$126,365,595TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$122,718,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$126,367,624TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$122,720,517TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$126,365,595TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,647,441ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$122,718,154SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$122,718,154TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PRIVATE EQUITYP$78,627$78,627$78,627
PRIVATE EQUITYP$450,483$450,483$450,483
EQUITIES & FIXED INCOMEP$37,042,942$4,355,099$4,355,099$32,687,843
FieldValueIRS element (for citing)
Capital Gain Net Income$4,884,209CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73,616InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$73,616SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$73,616TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$192,042EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$192,042TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$118,426OverpaymentAmt
Applied To ES Tax$118,426AppliedToESTaxAmt
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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCRAIG STEWARTIndividualWithBooksNm
Phone4254602500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE 100TH AVE NEAddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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
CRAIG W STEWART
PO BOX 245BELLEVUEWA98009PRESIDENT30.00$239,613$12,669$0
JOLENE M MCCAW
PO BOX 245BELLEVUEWA98009VICE PRESIDENT5.00$0$0$0
BRUCE R MCCAW
PO BOX 245BELLEVUEWA98009VICE PRESIDENT5.00$0$0$0
RYAN PORTER
PO BOX 245BELLEVUEWA98009TREASURER20.00$181,056$10,809$0
AURELIE MCKINSTRY
PO BOX 245BELLEVUEWA98009EXECUTIVE DIRECTOR/SECRETA40.00$192,546$21,989$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JEAN-PIERRE LAURENT
PO BOX 245BELLEVUEWA98009PROGRAM DIRECTOR LGM40.00$112,593$18,651$0
ERIN EDELBROCK
PO BOX 245BELLEVUEWA98009PROGRAM AND OPERATIO40.00$81,868$4,280$0
KATHIE MCAVOY
PO BOX 245BELLEVUEWA98009OPERATIONS ASSOCIATE40.00$64,380$3,082$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 2ND AVENUE 2600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$75,904CompensationAmt
FieldValueIRS element (for citing)
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$101,949,897AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$856,695AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$42,577,101FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$145,383,693TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$145,383,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,180,755CashDeemedCharitableAmt
Net Vl Noncharitable Assets$143,202,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,160,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,160,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$73,616TaxBasedOnInvestmentIncomeAmt
Total Tax$73,616TotalTaxAmt
Distributable Before Adj$7,086,531DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,086,531DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,086,531DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,530,768ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,530,768QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,086,531DistributableAsAdjustedAmt
Undistributed Income PY$7,422,095UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,530,768QualifyingDistributionsAmt
Applied To Year1$7,422,095AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$108,673AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,977,858UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOLENE M MCCAWContributingManagerNm
Contributing ManagerBRUCE R MCCAWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (220 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
A FUTURE & A HOPE
PO BOX 58114RENTONWA98058PCMATCHING GIFT - GENERAL OPERATING SUPPORT$10,000
AMERICAN HEART ASSOCIATION INC
710 2ND AVE SUITE 900SEATTLEWA98104PCSUMMER MEALS PROGRAM$100,000
BATS CONSERVATION INTERNATIONAL
500 N CAPITAL OF TX HIGHWAY BLDG 1AUSTINTX78746PCMATCHING GIFT - GENERAL OPERATING SUPPORT$250
BEDS FROM BRIAN
5153 GRISWOLD STMIDDLEPORTNY141059634PCMATCHING GIFT - GENERAL OPERATING SUPPORT$1,000
BELLEVUE LIFESPRING
302 BELLEVUE SQUAREBELLEVUEWA98004PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
BELLEVUE POLICE FOUNDATION
PO BOX 1543BELLEVUEWA980091543PCPROGRAM SUPPORT$30,000
BESANT HILL SCHOOL OF HAPPY VALLEY
8585 OJAI SANTA PAULA RDOJAICA930239351PCGREATEST NEED/ UNRESTRICTED SUPPORT$20,000
BLACKPASTORG
4616 25TH AVENUE NE BOX 222SEATTLEWA98105PCMATCHING GIFT - GENERAL OPERATING SUPPORT$105
BOYS & GIRLS CLUB OF KING COUNTY
220 W MERCER ST STE 410SEATTLEWA98119PCMATCHING GIFT - GENERAL OPERATING SUPPORT$102
BOYS & GIRLS CLUBS OF MERCER COUNTY
212 CENTRE STREETTRENTONNJ08611PCMATCHING GIFT - GENERAL OPERATING SUPPORT$103
C895 PUBLIC RADIO
10750 30TH AVE NESEATTLEWA98125PCMATCHING GIFT - GENERAL OPERATING SUPPORT$240
CAMAS COUNTY
PO BOX 429FAIRFIELDID83327GOVPROGRAM SUPPORT$2,500
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVEORANGECA92866PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
CHAPS
PO BOX 686MERCERISLANDWA98040PCMATCHING GIFT - GENERAL OPERATING SUPPORT$10,000
CHERRY STREET MISSION
PO BOX 9100TOLEDOOH43697PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
COLORADO COLLEGE
14 E CACHE LA POUDRE STREETCOLORADOSPRINGSCO80903PCMATCHING GIFT - GENERAL OPERATING SUPPORT$8,970
COMPASSION INTERNATIONAL INCORPORATED
12290 VOYAGER PKWYCOLORADOSPRINGSCO809213668PCMATCHING GIFT - GENERAL OPERATING SUPPORT$644
CONGREGATIONS FOR THE HOMELESS
515 116TH AVE NE SUITE 150BELLEVUEWA98004PCMATCHING GIFT - GENERAL OPERATING SUPPORT$100
CONGREGATIONS FOR THE HOMELESS
515 116TH AVE NE SUITE 150BELLEVUEWA98004PCCAPITAL CAMPAIGN$100,000
CURELGMD2I
590 CENTERVILLE ROAD 340LANCASTERPA17601PCMATCHING GIFT - GENERAL OPERATING SUPPORT$515
FRED HUTCH CANCER CENTER
PO BOX 19024 MAILSTOP J5-200SEATTLEWA98109PCPROJECT SUPPORT$230,000
FRED HUTCH CANCER CENTER
PO BOX 19024 MAILSTOP J5-200SEATTLEWA98109PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
FRENCH AMERICAN SCHOOL OF PUGET SOUND
3795 EAST MERCER WAYMERCERISLANDWA98040PCMATCHING GIFT - GENERAL OPERATING SUPPORT$3,000
FRENCH AMERICAN SCHOOL OF PUGET SOUND
3795 EAST MERCER WAYMERCERISLANDWA98040PCMATCHING GIFT - GENERAL OPERATING SUPPORT$985
FRIENDS OF FORT WORDEN
200 BATTERY WAYPORTTOWNSENDWA98368PCMATCHING GIFT - GENERAL OPERATING SUPPORT$5,000
FROSTED FACES FOUNDATION
1448 PINE STREETRAMONACA92065PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
GEORGETOWN UNIVERSITY
GIFT PROCESSING DEPARTMENT NUMBERWASHINGTONDC200730734PCPROGRAM SUPPORT$10,0000734
GUSTAVUS ADOLPHUS COLLEGE
OFFICE OF INSTITUTIONAL ADVANCEMENTSTPETERMN56082PCMATCHING GIFT - GENERAL OPERATING SUPPORT$1,125800 WEST COLLEGE AVE
HAMILTON MIDDLE SCHOOL PTSA
1610 N 41ST STREETSEATTLEWA98103PCMATCHING GIFT - GENERAL OPERATING SUPPORT$515
HISTORIC SEATTLE PRESERVATION FOUNDATION
1117 MINOR AVESEATTLEWA98101PCMATCHING GIFT - GENERAL OPERATING SUPPORT$496
HISTORYLINK
93 PIKE STREET SUITE 315BSEATTLEWA98101PCMATCHING GIFT - GENERAL OPERATING SUPPORT$103
HOLLYWOOD HILL ELEMENTARY PTA
17110 148TH AVE NEWOODINVILLEWA98072PCMATCHING GIFT - GENERAL OPERATING SUPPORT$50
HOMEWARD PET ADOPTION CENTER
13132 NE 177TH PLWOODINVILLEWA980722293PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
HOPELINK
PO BOX 3577REDMONDWA98073PCMATCHING GIFT - GENERAL OPERATING SUPPORT$523
HUMANE SOCIETY SEATTLE KING CO
13212 SE EASTGATE WAYBELLEVUEWA980054408PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
HUMANE SOCIETY SEATTLE KING CO
13212 SE EASTGATE WAYBELLEVUEWA980054408PCPROGRAM SUPPORT$25,000
INTERNATIONAL JUSTICE MISSION
PO BOX 96961WASHINGTONDC200906961PCMATCHING GIFT - GENERAL OPERATING SUPPORT$1,300
ISSAQUAH FOOD & CLOTHING BANK
179 1ST AVE SEISSAQUAHWA980273824PCMATCHING GIFT - GENERAL OPERATING SUPPORT$1,030
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCEVENT$25,000
KELSO BABE RUTH
PO BOX 824KELSOWA986260072PCPROGRAM SUPPORT$12,000
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKERFELLER PLAZA 16TH FLOORNEWYORKNY10020PCEVENT$50,000
KNIGHT ATHLETIC BOOSTER ASSOCIATION
PO BOX 40012BELLEVUEWA98015PCMATCHING GIFT - GENERAL OPERATING SUPPORT$350
LEOTA MIDDLE SCHOOL PTSA
PO BOX 1142WOODINVILLEWA98072PCMATCHING GIFT - GENERAL OPERATING SUPPORT$150
MIDDLEBURY COLLEGE
700 EXCHANGE STREETMIDDLEBURYVT05753PCMATCHING GIFT - GENERAL OPERATING SUPPORT$5,000
MUSEUM OF HISTORY AND INDUSTRY
860 TERRY AVE NSEATTLEWA98109PCMATCHING GIFT - GENERAL OPERATING SUPPORT$350
NORTHWEST KIDNEY CENTERS
PO BOX 3035SEATTLEWA98114PCMATCHING GIFT - GENERAL OPERATING SUPPORT$5,000
NORTHWEST ORGANIZATION FOR ANIMAL HELP
31300 BRANDSTROM ROADSTANWOODWA98292PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
OCEAN CLEANUP
DEPT LA 24875PASADENACA91185PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
OVERLAKE MEDICAL CENTER FOUNDATION
1035 116TH AVENUE NEBELLEVUEWA98004PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PEDIATRIC INTERIM CARE CENTER
328 4TH AVENUE SOUTHKENTWA98032PCGREATEST NEED/ UNRESTRICTED SUPPORT$20,000
PEPS
4649 SUNNYSIDE AVENUE N 324SEATTLEWA98103PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PHILANTHROPY ROUNDTABLE
1120 20TH STREET NW SUITE 550 SOUTHWASHINGTONDC20036PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
PIKE PLACE MARKET FOUNDATION
93 PIKE ST STE 310SEATTLEWA981012166PCMATCHING GIFT - GENERAL OPERATING SUPPORT$190
PIMA AIR & SPACE MUSEUM
6000 E VALENCIA RDTUCSONAZ85756PCCAPITAL CAMPAIGN$100,000
PUGET SOUND KIDNEY CENTERS FOUNDATION
1019 PACIFIC AVEEVERETTWA982014148SO IMATCHING GIFT - GENERAL OPERATING SUPPORT$840
RHODESIAN RIDGEBACK RESCUE
PO BOX 39108WASHINGTONDC20016PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
SAMARITAN'S PURSE
PO BOX 3000BOONENC286073000PCMATCHING GIFT - GENERAL OPERATING SUPPORT$3,500
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA981013615PCPROGRAM SUPPORT$100,000
SEATTLE'S UNION GOSPEL MISSION
PO BOX 202SEATTLEWA981110202PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
SNOQUALMIE VALLEY FOOD BANK
PO BOX 1541NORTHBENDWA98045PCMATCHING GIFT - GENERAL OPERATING SUPPORT$600
SPECIAL OLYMPICS WASHINGTON
2815 2ND AVE SUITE 370SEATTLEWA98121PCINCLUSIVE SCHOOLS$50,000
SPINAL CSF LEAK FOUNDATION
707 WEST MAIN AVE SUITE B1 PMB 103SPOKANEWA99201PCMATCHING GIFT - GENERAL OPERATING SUPPORT$6,500
ST LUKE SCHOOL
17533 ST LUKE PLACE NORTHSHORELINEWA98133PCMATCHING GIFT - GENERAL OPERATING SUPPORT$50
ST MARTIN OF TOURS ACADEMY
7708 EL CAJON BLVDLAMESACA919426932PCMATCHING GIFT - GENERAL OPERATING SUPPORT$100
STOLENYOUTH
PO BOX 296SEATTLEWA98111PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122PCDOULA PROGRAM$50,000
TERRY'S KIDS
21 ORINDA WAY SUITE C 321ORINDACA94563PCLAKEDALE JAZZ FESTIVAL$5,000
TINFA
333 18TH AVE ESEATTLEWA98112PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
TREEHOUSE
2100 24TH AVENUE S SUITE 200SEATTLEWA98144PCPROGRAM SUPPORT$75,000
VILLAGE THEATRE
303 FRONT ST NISSAQUAHWA98027PCGREATEST NEED/ UNRESTRICTED SUPPORT$60,000
WASHINGTON POLICY CENTER
PO BOX 3643SEATTLEWA98124PCMATCHING GIFT - GENERAL OPERATING SUPPORT$2,150
WELLSPRING FAMILY SERVICES
1900 RAINIER AVE SOUTHSEATTLEWA98144PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
WELLSPRING FAMILY SERVICES
1900 RAINIER AVE SOUTHSEATTLEWA98144PCMATCHING GIFT - GENERAL OPERATING SUPPORT$3,000
WHIM W'HIM
3417 EVANSTON AVE N 229SEATTLEWA98103PCEVENT$14,100
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC200908204PCMATCHING GIFT - GENERAL OPERATING SUPPORT$500
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC200908204PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
WING LUKE MUSEUM
719 S KING STSEATTLEWA98104PCMATCHING GIFT - GENERAL OPERATING SUPPORT$150
WOODLAND PARK ZOO
601 N 59TH STREETSEATTLEWA98103PCMATCHING GIFT - GENERAL OPERATING SUPPORT$580
WORLD VISION INTERNATIONAL
PO BOX 9716FEDERALWAYWA98063PCMATCHING GIFT - GENERAL OPERATING SUPPORT$1,153
YEAR UP PUGET SOUND
PO BOX 412812BOSTONMA02241PCGREATEST NEED/ UNRESTRICTED SUPPORT$50,000
YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY
1118 FIFTH AVENUESEATTLEWA98101PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
5TH AVENUE THEATRE
1326 5TH AVENUE SUITE 735SEATTLEWA98101PCEVENT$5,000
AMERICAN COUNCIL OF TRUSTEES & ALUMNI
1730 M STREET NW SUITE 600WASHINGTONDC20036PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
AMERICAN STUDIO
5114 POINT FOSDICK DR SUITE F 3001GIGHARBORWA983351733PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
ANGEL FLIGHT WEST
3161 DONALD DOUGLAS LOOP SSANTAMONICACA904053210PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701PCPROGRAM SUPPORT$100,000
ARMSTRONG AIR & SPACE MUSEUM
500 APOLLO DRIVEWAPAKONETAOH45895PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
AUDRAIN AUTOMOTIVE MUSEUM
222 BELLEVUE AVENEWPORTRI02840PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
BEHIND THE BADGE FOUNDATION
8309 165TH AVE NE SUITE 205REDMONDWA98052PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
BELLEVUE FIRE FOUNDATION
P O BOX 844BELLEVUEWA98009PCWILDFIRE BRUSH TRUCK$25,000
BELLEVUE FIRE FOUNDATION
P O BOX 844BELLEVUEWA98009PCGREATEST NEED/ UNRESTRICTED SUPPORT$50,000
BOYS & GIRLS CLUBS OF BELLEVUE
209 100TH AVE NEBELLEVUEWA980045625PCMEMORIAL GIFT$2,500
CAF AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA223142840PCMEMORIAL GIFT$5,000
CENTER FOR AMERICAN VALUES
101 SOUTH MAIN STREET SUITE 100PUEBLOCO81003PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
CHRIST THE SERVANT LUTHERAN CHURCH
506 VIA APPIA WAYLOUISVILLECO80027PCPROGRAM SUPPORT$5,000
CITIZEN'S ALLIANCE FOR PROPERTY RIGHTS LEGAL FUND
718 GRIFFIN AVE 7ENUMCLAWWA98022PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
CONGRESSIONAL MEDAL OF HONOR SOCIETY
40 PATRIOTS POINT ROADMTPLEASANTSC29464PCPROGRAM SUPPORT$101,455
COSMOSPHERE & SPACE CENTER
1100 NORTH PLUM STREETHUTCHINSONKS67501PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
CRISTO REY SEATTLE
500 UNION ST STE 847SEATTLEWA98101PCFEASIBILITY STUDY AND START UP FUNDS$100,000
DEE HOWARD FOUNDATION
9901 IH 10 W SUITE 800SANANTONIOTX782302292PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
DENSHO
1416 S JACKSON STSEATTLEWA98144PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
DON BOSCO TECHNICAL INSTITUTE
1151 SAN GABRIEL BLVDROSEMEADCA91770PCMEMORIAL GIFT$1,000
DUNN GARDENS
13533 NORTHSHIRE RD NWSEATTLEWA98177PCMEMORIAL GIFT$2,500
DUNN GARDENS
13533 NORTHSHIRE RD NWSEATTLEWA98177PCMEMORIAL GIFT$2,500
EASTSIDE COMMUNITY DEVELOPMENT FUND
330 112TH AVE NEBELLEVUEWA98004PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
EUROPEAN NEURO MUSCULAR CENTRE
NC - FOREIGN NON-EXELGMD2I GRANT$5,000LT GEN VAN HEUTSZLAAN 6BAARNNLJN 3743
FRED HUTCH CANCER CENTER
PO BOX 19024 MAILSTOP J5-200SEATTLEWA98109PCMEMORIAL GIFT$2,500
FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
FREEDOM FOUNDATION
PO BOX 552OLYMPIAWA98507PCEVENT$5,000
GATES GLOBAL POLICY CENTER
8253A BACKLICK ROAD PO BOX 1257NEWINGTONVA221221257PCPROGRAM SUPPORT$50,000
GEM STATE AVIATION FUND
IDAHO AVIATION ASSOCIATION PO BOXEAGLEID83616PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,0002016
GENETHON
NC - FOREIGN NON-EXELGMD2I GRANT$12,2741 RUE D LINTERNATIONALEEVRYFR91000
GENETHON
NC - FOREIGN NON-EXELGMD2I GRANT$7,9041 RUE D LINTERNATIONALEEVRYFR91000
GIGI'S PLAYHOUSE PHOENIX
9160 E SHEA BLVD SUITE 103BSCOTTSDALEAZ85260PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
HERITAGE FLIGHT MUSEUM
15053 CROSSWIND DRBURLINGTONWA98233POFGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC200024999PCPROGRAM SUPPORT$25,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI492421205PCPROGRAM SUPPORT$75,000
HISTORIC SEATTLE PRESERVATION FOUNDATION
1117 MINOR AVESEATTLEWA98101PCEVENT$2,500
HYDROPLANE AND RACEBOAT MUSEUM
5917 SOUTH 196TH STREETKENTWA98032PCEVENT$5,000
HYDROPLANE AND RACEBOAT MUSEUM
5917 SOUTH 196TH STREETKENTWA98032PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
INDEPENDENT WOMEN'S FORUM
4 WEEMS LANE 312WINCHESTERVA22601PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
INDIANAPOLIS MOTOR SPEEDWAY MUSEUM
4750 W 16TH STINDIANAPOLISIN46222PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
INTERNATIONAL CHURCHILL SOCIETY
PO BOX 58279WASHINGTONDC20037PCPROGRAM SUPPORT$5,000
INTERNATIONAL MOTOR RACING RESEARCH CENTER
610 SOUTH DECATUR STREETWATKINSGLENNY148911613PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
LAGUNA SECA RACEWAY FOUNDATION
PO BOX 2538MONTEREYCA93942PCEVENT$5,000
LAKESIDE SCHOOL
PO BOX 740136LOSANGELESCA900740136PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
MEYDENBAUER BAY NEIGHBORS ASSOCIATION
1100 BELLEVUE WAY NE STE 8A - 278BELLEVUEWA98004PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,500
MICHAEL E THORNTON FOUNDATION
12770 MERIT DRIVE SUITE 124DALLASTX75251PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCCHARITABLE ASSET DONATION$6,500
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCEVENT$7,500
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCMEMORIAL GIFT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGREATEST NEED/ UNRESTRICTED SUPPORT$1,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCCHARITABLE ASSET DONATION$8,500
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCEVENT$7,500
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCMEMORIAL GIFT$5,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCMEMORIAL GIFT$2,500
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCMEMORIAL GIFT$5,000
MUSEUM OF FLIGHT
9404 EAST MARGINAL WAY SOUTHSEATTLEWA981084097PCGERTLER COLLECTION$300,000
MUSEUM OF HISTORY AND INDUSTRY
860 TERRY AVE NSEATTLEWA98109PCSEATTLE DOCUMENTARY$50,000
NATIONAL AIR AND SPACE MUSEUM
PO BOX 37012 MRC 310WASHINGTONDC200137012PCMEMORIAL GIFT$2,500
NATIONAL AIR AND SPACE MUSEUM
PO BOX 37012 MRC 310WASHINGTONDC200137012PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
NATIONAL AVIATION HALL OF FAME
1100 SPAATZ STREETDAYTONOH45433PCCAPITAL CAMPAIGN$100,000
NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION
1905 EAST RANDOL MILL ROADARLINGTONTX76011PCCAPITAL CAMPAIGN$250,000
NEWCASTLE UNIVERSITY
GOVLGMD2I GRANT$45,405NEWCASTLE JOINT RESEARCH OFFICEGOSFORTHUKNE3 3HDREGENT POINT
NORTHWEST MARITIME CENTER
431 WATER STREETPORTTOWNSENDWA98368PCPROGRAM SUPPORT$125,000
OVERLAKE MEDICAL CENTER FOUNDATION
1035 116TH AVENUE NEBELLEVUEWA98004PCMEMORIAL GIFT$2,500
OXBOW FARM AND CONSERVATION CENTER
10819 CARNATION-DUVALL RD NECARNATIONWA98014POFMEMORIAL GIFT$5,000
OXBOW FARM AND CONSERVATION CENTER
10819 CARNATION-DUVALL RD NECARNATIONWA98014POFPROGRAM SUPPORT$5,000
PACIFIC LEGAL FOUNDATION
10940 NE 33RD PLACE SUITE 210BELLEVUEWA98004PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PACIFIC NORTHWEST BALLET ASSOCIATION
301 MERCER STSEATTLEWA98109PCMEMORIAL GIFT$5,000
PALM SPRINGS AIR MUSEUM
745 NORTH GENE AUTRY TRAILPALMSPRINGSCA92262PCEVENT$10,000
PEACETREES VIETNAM
509 OLIVE WAY SUITE 1226SEATTLEWA98101PCMEMORIAL GIFT$2,500
PEARL HARBOR AVIATION MUSEUM
319 LEXINGTON BLVDHONOLULUHI968185004PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PEBBLE BEACH COMPANY FOUNDATION
PO BOX 1767PEBBLEBEACHCA93953PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PEBBLE BEACH COMPANY FOUNDATION
PO BOX 1767PEBBLEBEACHCA93953PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
PHILANTHROPY ROUNDTABLE
1120 20TH STREET NW SUITE 550 SOUTHWASHINGTONDC20036PCPROGRAM SUPPORT$50,000
PIERCE COLLEGE FOUNDATION
1601 39TH AVE SEPUYALLUPWA98374PCMEMORIAL GIFT$2,500
PIMA AIR & SPACE MUSEUM
6000 E VALENCIA RDTUCSONAZ85756PCCAPITAL CAMPAIGN$300,000
PRINCE'S TRUST USA
45 W 27TH STREET FLOOR 11NEWYORKNY10001PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
RANCHO SORDO MUNDO
PO BOX 1376CHULAVISTACA91912PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
RECREATIONAL AVIATION FOUNDATION
1711 W COLLEGE STBOZEMANMT597154913PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
RESEARCH INSTITUTE AT NATIONWIDE CHILDRENS HOSPITAL
700 CHILDRENS DRCOLUMBUSOH432052664PCLGMD2I GRANT$15,000
SALVATION ARMY
911 164TH AVE NEBELLEVUEWA98008PCPROGRAM SUPPORT$10,000
SALVATION ARMY
911 164TH AVE NEBELLEVUEWA98008PCMEMORIAL GIFT$5,000
SAN DIEGO AIR AND SPACE MUSEUM
2001 PAN AMERICAN PLAZASANDIEGOCA92101PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
SEATTLE AQUARIUM
1415 WESTERN AVE STE 505SEATTLEWA98101PCGREATEST NEED/ UNRESTRICTED SUPPORT$2,500
SEATTLE COLLEGES FOUNDATION
PO BOX 20069SEATTLEWA98102PCJAZZ STUDIES$8,792
SEATTLE OPERA
363 MERCER STREETSEATTLEWA98109PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
SEATTLE POLICE FOUNDATION
PO BOX 456SEATTLEWA981110456PCHARBOR PATROL BOAT$10,000
SEATTLE POLICE FOUNDATION
PO BOX 456SEATTLEWA981110456PCMEMORIAL GIFT$5,000
SEATTLE'S UNION GOSPEL MISSION
PO BOX 202SEATTLEWA981110202PCMEMORIAL GIFT$1,000
SECOND AMENDMENT FOUNDATION
12500 NE 10TH PLBELLEVUEWA980052532PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
SHORELINE HISTORICAL MUSEUM
PO BOX 55594SHORELINEWA98155PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
SIMEONE FOUNDATION AUTOMOTIVE MUSEUM
6825 NORWITCH DRIVEPHILADELPHIAPA19153POFMEMORIAL GIFT$5,000
SNO-VALLEY SENIOR CENTER
4610 STEPHENS AVENUE PO BOX 96CARNATIONWA98014PCMEMORIAL GIFT$2,500
SPUR COMMUNITY FOUNDATION
PO BOX 6184KETCHUMID83340PCCAPITAL CAMPAIGN$25,000
THE DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA949202053PCMEMORIAL GIFT$10,000
THE DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA949202053PCMEMORIAL GIFT$10,000
THE GENERAL AND NANCY LEE BRADY FOUNDATION
C/O THE CATHOLIC COMMUNITYSANANTONIOTX78209PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000FOUNDATION 111 BARILLA PLACE
UND FOUNDATION
3501 UNIVERSITY AVE STOP 8157GRANDFORKSND58202PCPROGRAM SUPPORT$28,800
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359505SEATTLEWA981959505PCPROGRAM SUPPORT$2,500
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359505SEATTLEWA981959505PCPROGRAM SUPPORT$2,500
VANGUARD CHARITABLE
PO BOX 9509WARWICKRI02889PCPROGRAM SUPPORT$165,000
VINTAGE RACERS FOR RESCUES
1010 RYANS WAYALTONVA24520PCGREATEST NEED/ UNRESTRICTED SUPPORT$10,000
WASHINGTON POLICY CENTER
PO BOX 3643SEATTLEWA98124PCMEMORIAL GIFT$2,500
WASHINGTON POLICY CENTER
PO BOX 3643SEATTLEWA98124PCGREATEST NEED/ UNRESTRICTED SUPPORT$50,000
WHITWORTH UNIVERSITY
300 W HAWTHORNE ROADSPOKANEWA99251PCMEMORIAL GIFT$2,500
5TH AVENUE THEATRE
1326 5TH AVENUE SUITE 735SEATTLEWA98101PCRISING STAR PROJECT$20,000
AMERICAN HEART ASSOCIATION INC
710 2ND AVE SUITE 900SEATTLEWA98104PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
ARBORETUM FOUNDATION
2300 ARBORETUM DRIVE ESEATTLEWA98112PCGREATEST NEED/ UNRESTRICTED SUPPORT$5,000
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVENUESEATTLEWA981012795PCGREATEST NEED/ UNRESTRICTED SUPPORT$100,000
DRAMA LEAGUE
32 AVENUE OF THE AMERICAS GROUNDNEWYORKNY10013PCGREATEST NEED/ UNRESTRICTED SUPPORT$100,000LEVEL
HETRICK-MARTIN INSTITUTE
2 ASTOR PLACENEWYORKNY10003PCEVENT$5,000
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCEVENT$10,000
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCEVENT$25,000
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCPROGRAM SUPPORT$750,000
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCPROGRAM SUPPORT$250,000
JED FOUNDATION
6 EAST 39TH ST SUITE 700NEWYORKNY10016PCGREATEST NEED/ UNRESTRICTED SUPPORT$200,000
LIFE WORKS
906 NEW YORK STREETLONGVIEWWA986324132PCGREATEST NEED/ UNRESTRICTED SUPPORT$50,000
ONE LOVE FOUNDATION
PO BOX 368BRONXVILLENY10708PCPROGRAM SUPPORT$100,000
PACIFIC NORTHWEST BALLET ASSOCIATION
301 MERCER STSEATTLEWA98109PCGREATEST NEED/ UNRESTRICTED SUPPORT$100,000
PANORAMA GLOBAL
2101 4TH AVE STE 2100SEATTLEWA98121PCBEHAVIORAL HEALTH CATALYST$50,000
PEPS
4649 SUNNYSIDE AVENUE N 324SEATTLEWA98103PCPARENTS OF ADOLESCENTS & TEENS PROGRAM$50,000
PLANNED PARENTHOOD
PPGNHI FUNDRAISING MS 313641 PO BOXSEATTLEWA981243641PCPROGRAM SUPPORT$100,0003641
RECOVERY CAFE
2022 BOREN AVESEATTLEWA981212703PCGREATEST NEED/ UNRESTRICTED SUPPORT$25,000
STOLENYOUTH
PO BOX 296SEATTLEWA98111PCEVENT$5,000
SUMMER SEARCH
635 ANDOVER PARK WEST BUILDING 8TUKWILAWA98188PCDEPTH MENTORING INSTITUTE$100,000SUITE 200
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122PCWOMEN'S WELLNESS$115,000
THE STABILITY NETWORK
114 GARFIELD STREETSEATTLEWA98109PCGREATEST NEED/ UNRESTRICTED SUPPORT$50,000
WHIM W'HIM
3417 EVANSTON AVE N 229SEATTLEWA98103PCEVENT$10,000
WHIM W'HIM
3417 EVANSTON AVE N 229SEATTLEWA98103PCPROPERTY IMPROVEMENT$200,000
WHIM W'HIM
3417 EVANSTON AVE N 229SEATTLEWA98103PCGREATEST NEED/ UNRESTRICTED SUPPORT$100,000
YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY
1118 FIFTH AVENUESEATTLEWA98101PCPROGRAM SUPPORT$10,000
YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY
1118 FIFTH AVENUESEATTLEWA98101PCPASSAGE POINT FURNISHINGS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,604,049TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion14ExclusionCd
Exclusion$8,168ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion14ExclusionCd
Exclusion$1,387,359ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion14ExclusionCd
Exclusion$97ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion18ExclusionCd
Exclusion$3,708,855ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,104,480ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,104,480TotalIncomeProducingActyAmt

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 PersonBRUCE R MCCAWContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1607AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98009ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,490,890TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property97,000 SHARES OF ATLAS CORP. (ATCO) COMMON STOCKNoncashPropertyDesc
Fair Market Value$1,490,890FairMarketValueAmt
Received2022-11-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$12,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,700DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
DELL OPTIPLEX 9010 COMPUTER - STEWART2013-05-24$1,311$1,311SL5.000000000000$0$0
4 - IPHONES2014-09-23$1,335$1,335SL5.000000000000$0$0
13" MACBOOK AIR #G5RN2015-01-16$1,286$1,286SL5.000000000000$0$0
DELL LATITUDE 7350 LAPTOP2015-06-09$1,979$1,979SL5.000000000000$0$0
CUBICAL OFFICE SYSTEMS2016-10-04$12,731$9,550SL7.000000000000$1,819$0
13.5" MICROSOFT SURFACE AND DOCKING STATION2017-05-19$1,930$1,265SL7.000000000000$276$0
DELL OPTIPLEX 7050 - ERIN2017-11-13$1,185$704SL7.000000000000$169$0
MICROSOFT SURFACE LAPTOP2019-08-12$1,683$580SL7.000000000000$240$0
CDW LAPTOPS2020-08-04$2,718$550SL7.000000000000$388$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
HERITAGE FLIGHT MUSEUM
15053 CROSSWIND DRBURLINGTONWA982332022-12-07$25,000GENERAL OPERATING SUPPORT$25,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY25,000 IN 20222023-04-08
SPEEDWAY MOTORS MUSEUM OF AMERICAN SPEED
PO BOX 81906LINCOLNNE658282021-12-21$10,000TO SUPPORT AREA OF GREATEST NEEDTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY0 IN 2021 / 0 IN 20222023-04-26
GENETHON
2019-10-01$100,081SUPPORT FOR THE RESEARCH PROJECT ENTITLED "IDENTIFICATION OF BIOMARKERS FOR FKRP DEFICIENCY" LED BY ISABELLE RICHARD, LAB DIRECTOR AT THE GENETHON.$100,081TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY74,454 IN 2020 / 25,627 IN 20212022-05-231 BIS RU DE LINTERNATIONALEEVRYFR91000
GENETHON
2019-10-30$108,052SUPPORT FOR THE RESEARCH PROJECT ENTITLED "INVESTIGATION OF THE REGULATION OF FKRP EXPRESSION" LED BY ISABELLE RICHARD, LAB DIRECTOR AT THE GENETHON.$108,052TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY76,460 IN 2020 / 31,592 IN 20212022-05-231 BIS RU DE LINTERNATIONALEEVRYFR91000
EUROPEAN NEUROMUSCULAR CENTER
2022-12-08$5,000SUPPORT 2022 ENMC WORKSHOP$5,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY5,000 IN 20222023-04-21LT GEN VAN HEUTSZLAAN 6BAARNNLJN 3743
OXBOW FARM AND CONSERVATION CENTER
10819 CARNATION-DUVALL RD NECARNATIONWA980142022-09-07$5,000MEMORIAL GRANT TO BE USED FOR AREA OF GREATEST NEED$5,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY5,000 IN 20222023-03-10
OXBOW FARM AND CONSERVATION CENTER
10819 CARNATION-DUVALL RD NECARNATIONWA980142022-11-03$5,000SUPPORT FOR THE EDUCATION PROGRAM$5,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY5,000 IN 20222023-03-10
SIMEONE FOUNDATION AUTOMOTIVE MUSEUM
6825 NORWITCH DRIVEPHILADELPHIAPA191532022-07-20$5,000MEMORIAL GRANT TO BE USED FOR AREA OF GREATEST NEED$5,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY5,000 IN 20222023-04-26

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIES & FIXED INCOMEAT COST$84,417,285$94,082,882
PRIVATE EQUITYAT COST$26,135,523$42,647,101

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
DELL LATITUDE 7350 LAPTOP$1,979$1,979$0
CUBICAL OFFICE SYSTEMS$12,731$11,369$1,362
13.5" MICROSOFT SURFACE AND DOCKING STATION$1,930$1,541$389
MICROSOFT SURFACE LAPTOP$1,683$820$863
CDW LAPTOPS$2,718$938$1,780

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,555LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,555DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPACE MEMORABILIA$4,391,826$4,391,826$4,391,826
SPITFIRE$1,075,000$1,075,000$1,075,000
NORM TAYLOR COLLECTION$717,016$717,016$717,016
RARE BOOKS$1,619,301$1,619,301$1,619,301
OYSTER SKIFF$4,000$4,000$4,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$8,282$0$8,282
SOFTWARE/MAINTENANCE/RENEWAL$16,664$0$16,664
INSURANCE$12,996$0$12,996
TRAVEL/MILEAGE$26,825$0$26,825
MISCELLANEOUS$3,079$0$3,079
LICENSING & FEES$96$0$96
EQUITIES & FIXED INCOME$77,781$77,781$0
PRIVATE EQUITY$1,810,011$668,645$242
PAYROLL RELATED EXPENSE$821$0$821
SUPPLIES$1,689$0$1,689
WRITE OFF OF RECYCLED PHONES & COMPUTERS$312$0$312

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPRIVATE EQUITYDesc
Revenue And Expenses Per Books$97RevenueAndExpensesPerBooksAmt
Net Investment Income$97NetInvestmentIncomeAmt
Adjusted Net Income$97AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER LIABILITIESDesc
BOY Book Value$2,029BOYBookValueAmt
EOY Book Value$2,363EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$6,845Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,845DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE & UBI TAXES$84,274$0$0
PAYROLL TAX$60,681$12,056$48,625
FOREIGN TAXES PAID$9,756$9,756$0