GROWING TREE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GROWING TREE FOUNDATION INC (EIN 46-1533212)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349102580
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:54:37-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461533212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROWING TREE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROW | BusinessNameControlTxt |
| Phone | 2062237000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 5TH AVE NO 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M DRACKETT JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062237000 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | DRACKETT JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSON PETERS | PreparerPersonNm |
| PTIN | P01821268 | PTIN |
| Phone | 2065777880 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,395,162 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $90,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,906 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $237,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,938 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,276 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,513 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $807,778 | CashBOYAmt |
| Cash EOY | $529,356 | CashEOYAmt |
| Cash EOYFMV | $529,356 | CashEOYFMVAmt |
| US Government Obligations BOY | $89,926 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,996,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,147,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,112,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $59,446 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $449,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $447,573 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,471,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,826,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,305,244 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,424,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,952,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,395,162 | 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 | $4,424,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,952,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,424,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,952,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,424,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,952,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,424,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,700,007 | OtherIncreasesAmt |
| Subtotal | $5,998,089 | SubtotalAmt |
| Other Decreases | $45,214 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,952,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $217,690 | $163,984 | $53,706 | $53,706 | |
| CAPITAL GAINS DIVIDENDS | $18,536 | $18,536 | $18,536 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,242 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,459 | 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 | $3,459 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,673 | OverpaymentAmt |
| Applied To ES Tax | $1,673 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | CHARLES M DRACKETT JR | IndividualWithBooksNm |
| Phone | 2062237000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LANE POWELL 1420 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES M DRACKETT JR | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN G DRACKETT | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | SECRETARY/ TREASURER | 0.00 | $0 | $0 | $0 |
| MARY FRANCES BURGIN | ||||||||
| 1551 BEN SAWYER BLVD 46 | MT PLEASANT | SC | 29464 | DIRECTOR | 0.00 | $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 | $5,643,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,084,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,084,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,992,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,786 | TotalTaxAmt |
| Distributable Before Adj | $297,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $297,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $297,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $348,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $348,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $342,665 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $348,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $342,665 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $410,862 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES M DRACKETT JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10033 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $30,000 | |
| AUDUBON SOCIETY | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| COPE ENVIRONMENTAL CENTER | |||||||
| 1730 AIRPORT ROAD | CENTERVILLE | IN | 47330 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| EQUITY IN EDUCATION COALITION SEATTLE | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| FILAMENT THEATRE OF CHICAGO | |||||||
| 4041 N MILWAUKEE AVE | CHICAGO | IL | 60641 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $50,000 | |
| ORCA CONSERVANCY | |||||||
| PO BOX 16628 | SEATTLE | WA | 98116 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| PADILLA BAY FOUNDATION | |||||||
| 10381 BAYVIEW EDISON RD | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| SKAGIT COMMUNITY FOUNDATION | |||||||
| PO BOX 1763 1220 MEMORIAL HWY SUITE | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | C |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $30,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 | |
| UNITED WAY OF SKAGIT COUNTY | |||||||
| PO BOX 451 | BURLINGTON | WA | 98233 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,000 | 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 | $3,218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,094 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES M DRACKETT JR | |||||||
| 1 | 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | $90,497 | Yes (X) | |
| CHARLES M DRACKETT JR | |||||||
| 2 | 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | $200 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 679 SHS PSX, 1,359 SHS COP | NoncashPropertyDesc |
| Fair Market Value | $90,497 | FairMarketValueAmt |
| Received | 2020-07-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,875 | Amt |
| Net Investment Income | $3,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,938 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTABLE AMOUNT FOR 2020 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XIII, LINE 1(D) | FormAndLineReferenceDesc |
| Medium Explanation | ON JUNE 23RD, 2021, GROWING TREE FOUNDATION INC ("THE FOUNDATION") RECEIVED ONE-HALF OF THE TOTAL ASSETS DISTRIBUTED IN A IRC SECTION 507(B)(2) TRANSFER IN CONNECTION WITH THE IRC SECTION 507(A)(1) TERMINATION OF WELCHWOOD FOUNDATION, INC (EIN: 20-3199483). AT THE END OF ITS TAX YEAR ENDING JUNE 30TH, 2021, WELCHWOOD FOUNDATION, INC HAD "UNDISTRIBUTED INCOME" AS DESCRIBED IN IRC SECTION 4942(C) FROM BOTH TAX YEARS 2019 AND 2020. REV. RUL. 2002-28 PROVIDES THAT THE TRANSFEREE FOUNDATION(S) IN AN IRS SECTION 507(B)(2) TRANSFER ASSUME ALL OBLIGATIONS WITH RESPECT TO THE TRANSFEROR'S UNDISTRIBUTED INCOME WITHIN THE MEANING OF IRC SECTION 4942(C). ONE-HALF OF THE UNDISTRIBUTED INCOME ON WELCHWOOD FOUNDATION, INC.'S 2020 FINAL TAX RETURN RELATING TO BOTH TAX YEARS 2019 AND 2020 IS ASSUMED BY GROWING TREE FOUNDATION INC, AND IS REPORTED AS UNDISTRIBUTED INCOME ON FORMS 990-PF FOR THE TAX YEAR ENDING JUNE 30TH, 2021. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PENNSYLVANIA ST TPK COMMN SPL | $44,304 | $49,334 |
| TARGET CORP | $5,070 | $5,423 |
| LOOMIS SAYLES CORE PLUS BOND FUND | $22,000 | $21,230 |
| VANGUARD INTERM-TERM INVESTMENT GRADE | $110,000 | $105,352 |
| VANGUARD S-T INVESTMENT GRADE FUND | $110,000 | $109,800 |
| VANGUARD SHORT TERM FEDERAL FUND | $136,000 | $135,258 |
| VANGUARD TOTAL BOND MARKET INDEX FUND | $22,000 | $21,176 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 2000 INDEX | $88,046 | $215,837 |
| SPDR S&P 500 ETF TRUST | $1,186,837 | $2,614,590 |
| SPDR S&P MIDCAP | $657,731 | $1,424,911 |
| SPDR S&P DIVIDEND | $75,257 | $103,082 |
| VANGUARD HIGH DIVIDEND YIELD ETF | $69,937 | $97,017 |
| BARON DISCOVERY INSTITUTIONAL | $119,218 | $273,376 |
| EATON VANCE GROWTH TRUST | $113,075 | $134,146 |
| ISHARES CORE S&P SMALL CAP ETF | $54,893 | $70,951 |
| CENTERSTONE INVESTORS | $97,117 | $117,461 |
| BNY MELLON INTERNATIONAL STOCK FUND | $118,277 | $207,634 |
| MATTHEWS ASIA DIVIDEND FUND | $142,500 | $183,018 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND | $122,137 | $249,133 |
| SEAFARER OVERSEAS GROWTH & INCOME | $12,726 | $17,771 |
| TOUCHSTONE SANDS CAPITAL EMERGING GROWTH | $11,070 | $23,243 |
| GRANDEUR PEAK U.S STALWARTS | $100,000 | $113,489 |
| VANGUARD S&P SMALL-CAP 600 ETF | $35,461 | $59,120 |
| VULCAN VALUE PARTNERS SMALL CAP FUND INS. | $43,000 | $47,204 |
| ISHARES GLOBAL CLEAN ENERGY | $100,406 | $161,006 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERGER FUND | AT COST | $75,000 | $75,384 |
| COHEN & STEERS REALTY SHARES | AT COST | $307,801 | $351,577 |
| VITTORIA OFFSHORE LTD. | AT COST | $1,268,656 | $1,649,876 |
| RIVERPARK LONG/SHORT OPPORTUNITY | AT COST | $175,000 | $228,407 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT ON CONTRIBUTED STOCK | Desc |
| Amt | $45,214 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIB. FROM WELCHWOOD FOUNDATION, INC. (20-3199483) 507(B)(2) TERMINATION | Desc |
| Amt | $1,700,007 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,276 | Amt |
| Net Investment Income | $11,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M DRACKETT JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13313 SALISHAN LANE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98273 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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