JIJI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-10
- IRS object ID
- 202202229349100935
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-10T16:58:23-07:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO REICH CPA PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911664723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ji Ji Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIJI | BusinessNameControlTxt |
| Phone | 2067194830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Harper | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2067194830 | PhoneNum |
| Signature | 2022-08-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alan | PersonFirstNm |
| Person Last | Harper | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margo Reich | PreparerPersonNm |
| PTIN | P00014489 | PTIN |
| Phone | 2067194830 | PhoneNum |
| Preparation | 2022-08-10 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $5,160,041 | 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 | $31,188 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,814 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,882,443 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $96,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,947,257 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,393 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $29,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,115 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,540,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,521,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,444,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,906,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,177 | CashBOYAmt |
| Cash EOY | $16,212 | CashEOYAmt |
| Cash EOYFMV | $16,212 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $874,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,855 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $2,462,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,901,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,760,996 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $180,724 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $265,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $265,978 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,530,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,299,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,160,041 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,530,953 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,299,716 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,530,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,299,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,530,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,299,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,530,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,444,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,232,677 | OtherIncreasesAmt |
| Subtotal | $4,319,209 | SubtotalAmt |
| Other Decreases | $19,493 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,299,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-10-01 | AcquiredDt |
| Sold | 2021-09-30 | SoldDt |
| Gross Sales Price | $5,957,293 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $4,074,850 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,882,443 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,882,443 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,882,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,695 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,695 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $190 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jiji.org | WebsiteAddressTxt |
| Individual With Books | Margo Reich CPA | IndividualWithBooksNm |
| Phone | 2067194830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Alan B Harper | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | President | 1.00 | $0 | $0 | $0 |
| Carol J Baird | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Secretary | 1.00 | $0 | $0 | $0 |
| Anne McEnany | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Treasurer | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,624,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,925,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,925,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,836,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $291,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $291,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,505 | TotalTaxAmt |
| Distributable Before Adj | $265,331 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,331 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,521,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,521,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,521,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,331 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $446,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $365,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $290,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $495,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $250,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,848,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,521,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,521,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,369,986 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $265,331 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $446,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,923,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $365,665 | ExcessFromYear4Amt |
| Excess From Year3 | $290,500 | ExcessFromYear3Amt |
| Excess From Year2 | $495,223 | ExcessFromYear2Amt |
| Excess From Year1 | $250,000 | ExcessFromYear1Amt |
| Excess From Current Year | $1,521,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Anne McEnany | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063362250 | RecipientPhoneNum |
| Form And Info And Materials | Letter of intent and proposed budget. See jiji.org for guidelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Updates posted on web site. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Ecological education and human impact on the environment in Baja CA Mexico and CA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Diego Natural History Museum | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 121390 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Support an endowmentfor the position ofDirector of Conservation Biology | GrantOrContributionPurposeTxt |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,882,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,947,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,947,257 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Schuchat Charitable Lead Trust | ||||||
| 1 | Reed Longyear 801 2nd Ave 1415 | Seattle | WA | 98104 | $23,688 | Yes (X) |
| Kyle Todd Public Service Foundation | ||||||
| 2 | Jackson Campbell 2300 N Street NW S | Washington | DC | 20037 | $7,500 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2083 ISHARES BARCLAYS TIP SECURITIES | BondNm |
| EOY Book Value | $265,195 | EOYBookValueAmt |
| EOYFMV | $265,978 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 27 AMAZON | $30,914 | $88,696 |
| 336 ETSY | $57,977 | $69,875 |
| 790 HASBRO | $75,045 | $70,484 |
| 829 LVMH MOET HENNESSY LOUIS VUITTON | $127,982 | $119,155 |
| 1001 NIKE | $87,983 | $145,375 |
| 116 TESLA | $67,094 | $89,956 |
| 498 ESTEE LAUDER | $149,030 | $149,365 |
| 330 AON | $84,164 | $94,304 |
| 185 MSCI INC | $85,272 | $112,543 |
| 694 NASDAQ INC | $113,905 | $133,956 |
| 482 S&P GLOBAL | $181,368 | $204,797 |
| 884 AGILENT TECHNOLOGIES | $116,951 | $139,256 |
| 3249 BOSTON SCIENTIFIC | $125,577 | $140,974 |
| 414 CIGNA CORP | $108,312 | $82,866 |
| 2017 EDWARDS LIFESCIENCES | $187,896 | $228,345 |
| 145 IDEXX LABS | $78,387 | $90,176 |
| 504 IQVIA | $119,386 | $120,728 |
| 599 MEDRONIC | $76,227 | $75,085 |
| 95 REGENERON PHARMACEUTICAL | $49,205 | $57,492 |
| 667 RESMED | $133,179 | $175,788 |
| 257 UNITEDHEALTH GROUP | $33,743 | $100,420 |
| 790 C H ROBINSON WORLDWIDE | $77,057 | $68,730 |
| 519 CARISLE | $99,657 | $103,172 |
| 105 ROPER | $4,554 | $46,844 |
| 370 ADOBE | $182,811 | $213,016 |
| 1568 ADVANCED MICRO DEVICES | $121,786 | $161,347 |
| 722 ALLIANCE DATA SYSTEMS | $84,216 | $72,842 |
| 1568 APPLE | $85,227 | $221,872 |
| 269 ARISTA NETWORKS | $90,860 | $92,439 |
| 185 INTUIT | $80,494 | $99,809 |
| 345 LAM RESEARCH | $214,300 | $196,357 |
| 269 MASTERCARD | $99,084 | $93,526 |
| 1698 NVIDIA | $235,261 | $351,758 |
| 644 VISA | $128,157 | $143,451 |
| 1232 CBRE GROUP | $106,886 | $119,947 |
| 302 FACEBOOK | $13,994 | $102,496 |
| 818 OMNICOM GROUP | $67,613 | $59,272 |
| 1579 HANNON ARMSTRONG SUSTAINABLE INFRA | $78,986 | $84,445 |
| 1567 HUNTINGTON BANCSHARES | $40,914 | $40,037 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Other | $14,398 |
| Taxes paid | $5,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charge | $3,915 | $3,915 | |
| Payment to SUVA | $21,800 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital gain income | $1,882,443 |
| Unrealized gain on distributed securities | $350,234 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Inverness Counsel Investment advisor | CategoryTxt |
| Amt | $29,115 | Amt |
| Net Investment Income | $29,115 | NetInvestmentIncomeAmt |
Comments