BLAKEMORE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLAKEMORE FOUNDATION (EIN 91-1505735)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-30
- IRS object ID
- 202212739349101001
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-30T12:31:36-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911505735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAKEMORE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE LEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAK | BusinessNameControlTxt |
| Phone | 2064274838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50437 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE LEE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2064274838 | PhoneNum |
| Signature | 2022-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORRISSETTE | PreparerPersonNm |
| PTIN | P01242961 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2022-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,669,769 | 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 | $301,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,319,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,528 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,297 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,297 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $805,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $504,895 | 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 |
| Taxes Rev And Expnss | $3,507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,509 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,509 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,719 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $132,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $748,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $748,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $969,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $881,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,083 | CashBOYAmt |
| Cash EOY | $151,085 | CashEOYAmt |
| Cash EOYFMV | $151,085 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,040,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,891,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,518,684 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,550 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,205,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,042,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,669,769 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,755,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,755,193 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$549,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$712,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,205,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,042,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,205,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,042,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,205,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,042,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,042,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #1227 | P | 2021-01-01 | 2021-12-31 | $22,388 | $19,837 | $2,551 | $2,551 |
| MORGAN STANLEY #1227 | P | 2021-01-01 | 2021-12-31 | $1,257,210 | $975,412 | $281,798 | $281,798 |
| CAPITAL GAINS DIVIDENDS | P | $40,179 | $40,179 | $40,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,528 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,790 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,790 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,938 | OverpaymentAmt |
| Applied To ES Tax | $2,938 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BLAKEMOREFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EUGENE LEE | IndividualWithBooksNm |
| Phone | 2064274838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50437 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98015 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PAUL ATKINS | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | ASIAN LANGUAGES LITERATURE BOX 35 | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HEEKYOUNG CHO | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | ASIAN LANGUAGES LITERATURE BOX 35 | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MIMI GARDNER GATES | |||||||||
| 909 E NEWTON STREET UNIT A-2 | SEATTLE | WA | 98102 | BOARD CHAIR & BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| ROBERT A KAPP | |||||||||
| 851 54TH STREET | PORT TOWNSEND | WA | 98368 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| EUGENE H LEE | |||||||||
| 7704 NE YEOMALT POINT DRIVE NE | BAINBRIDGE ISLAND | WA | 98110 | TRUSTEE & BOARD MEMBER | 10.00 | $0 | $0 | $0 | |
| KENNETH B PYLE | |||||||||
| 8416 MIDLAND ROAD | MEDINA | WA | 98039 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| LOLAN SONG | |||||||||
| 334 10TH AVENUE | SEATTLE | WA | 98033 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| HAICHENG WANG | |||||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF | ART BOX 353440 | SEATTLE | WA | 981953440 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DONGSHENG ZANG | |||||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF | LAW BOX 353020 | SEATTLE | WA | 981953020 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| THERESE CAOUETTE | |||||||||
| PO BOX 11756 | BAINBRIDGE ISLAND | WA | 98110 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| TABITHA MALLORY | |||||||||
| JACKSON SCHOOL UNIVERSITY OF | WASHINGTON BOX 353650 | SEATTLE | WA | 981953650 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JOSEPH MASSEY | |||||||||
| PO BOX 322 | DEER HARBOR | WA | 982430322 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| HARRIET PHINNEY | |||||||||
| SEATTLE UNIVERSITY DEPT OF | ANTHROPOLOGY | SEATTLE | WA | 981221090 | BOARD MEMBER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE SCHEIBNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14010 SE 13TH PLACE APT 105 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SERVICES | ServiceTypeTxt |
| Compensation | $124,992 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED SCHEDULE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $9,219,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,427,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,427,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,286,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,790 | TotalTaxAmt |
| Distributable Before Adj | $458,534 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,534 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,534 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $881,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $881,040 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $546,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $561,872 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $407,028 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $448,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $400,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,364,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $881,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $458,534 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $422,506 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,787,324 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $546,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,240,705 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $561,872 | ExcessFromYear4Amt |
| Excess From Year3 | $407,028 | ExcessFromYear3Amt |
| Excess From Year2 | $448,925 | ExcessFromYear2Amt |
| Excess From Year1 | $400,374 | ExcessFromYear1Amt |
| Excess From Current Year | $422,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAKEMORE FOUNDATION EUGENE H LEE T | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 FIFTH AVENUE SUITE 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064274838 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 11 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 12 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEX HUTCHINS | |||||||||||||
| 2354 15TH STREET | EUREKA | CA | 95501 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $30,310 | ||||||
| ALVIN BUI | |||||||||||||
| 162 CASUDA CANYON DRIVE APT H | MONTEREY PARK | CA | 91754 | N/A | INDIVIDUAL | TUITION DEPOSIT FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $21,543 | ||||||
| APRIL ZHU | |||||||||||||
| 10385 KINGSBRIDGE ROAD | ELLICOTT CITY | MD | 21042 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $31,934 | ||||||
| BENJAMIN LEE | |||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $52,258 | 104-DONG 502-HO 50-12 EWHAYEODAE-GI | SEODAEMUNGU | SEOUL | KS | 03764 | |||||
| BRENDAN ROSS | |||||||||||||
| PO BOX 31325 | DES PERES | MO | 63131 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | -$500 | ||||||
| BRIDGET HARDING | |||||||||||||
| 28401 N 57TH PL | CAVE CREEK | AZ | 85331 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH SEOUL NATIONAL UNIVERSTIY, SOUTH KOREA | $10,000 | ||||||
| CAMERON WHITE | |||||||||||||
| 735 CENTRAL ST | EVANSTON | IL | 60201 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $24,646 | ||||||
| CHRISTOPHER TAYLOR | |||||||||||||
| 9209 WESTON DRIVE | BRENTWOOD | TN | 27027 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 | ||||||
| CINDY XUE | |||||||||||||
| 1427 W ST NW | WASHINGTON | DC | 20009 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $500 | ||||||
| CLAIRE ELLIOT | |||||||||||||
| 2010 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM CHIANG MAI UNIVERSITY, CHIANG MAI, THAILAND | $32,600 | ||||||
| COURTNEY WITTEKIND | |||||||||||||
| 8 AUSTIN PARK UNIT 1 | CAMBRIDGE | MA | 02139 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH BURMESE TUTORS | $44,500 | ||||||
| DAVID SHUVE-WILSON | |||||||||||||
| 2140 SOUTH CHINA PLACE APT 3F | CHICAGO | IL | 60616 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $16,027 | ||||||
| DYLAN GOLDFINE-MIDDLETON | |||||||||||||
| 1363 NORTHRIDGE DRIVE | MOUNT SHASTA | CA | 96067 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $18,825 | ||||||
| ELIJAH ASH | |||||||||||||
| 149 OCKLEY DRIVE | SHREVEPORT | LA | 71105 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $17,316 | ||||||
| HANA LORD | |||||||||||||
| 2706 ONTARIO RD NW APT 3 | WASHINGTON | DC | 20009 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 | ||||||
| JONATHAN FORMELLA | |||||||||||||
| 209 PINE BLUFF ROAD | STEVENS POINT | WI | 544829309 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM | $12,829 | ||||||
| LUCY BEST | |||||||||||||
| 372 ST JOHNS PLACE APT 43 | BROOKLYN | NY | 112385377 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $24,645 | ||||||
| MACKENZIE GILL | |||||||||||||
| W7843 810TH AVE | RIVER FALLS | WI | 54022 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 | ||||||
| MATTHEW SILBERMAN | |||||||||||||
| 6951 N KEDVALE AVENUE | LINCOLNWOOD | IL | 60712 | N/A | INDIVIDUAL | DEPOSITS AND FEE FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $50,216 | ||||||
| NATALIE BELEW | |||||||||||||
| 6 N LINCOLN RIDGE DR 517 | MADISON | WI | 53719 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $32,609 | ||||||
| NATHANIEL DOLTON-THORNTON | |||||||||||||
| 135 HERBARD ST | SANTA CRUZ | CA | 95060 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $24,645 | ||||||
| NICHOLAS CONSTANTINO | |||||||||||||
| 1901 TUMBLEWATER BLVD | ORLANDO | FL | 32803 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $32,609 | ||||||
| NICHOLAS LEUNG | |||||||||||||
| 3 CASSELBERRY WAY | PRINCETON | NJ | 08540 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $52,258 | ||||||
| PEABODY ESSEX MUSEUM INC | |||||||||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | N/A | 501C3 | GRANT TO SUPPORT EXHIBITION EARLY PHOTOGRAPHY OF CHINA | $10,000 | ||||||
| SARAH TAQUET | |||||||||||||
| 3913 ESKEW DRIVE | COLLEGE STATION | TX | 77845 | N/A | INDIVIDUAL | DEPOSIT FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | -$500 | ||||||
| SEATTLE ART MUSEUM | |||||||||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2021/2022 ACADEMIC YEAR | $49,581 | ||||||
| SEATTLE ART MUSEUM | |||||||||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | GRANT TO SUPPORT EXHIBITION SKIN AS ALLEGORY | $15,000 | ||||||
| THU-HUONG HA | |||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $38,167 | JIYGAOKA MARUTA KPORASU A-105 | MEGUROKU | TOKYO | JA | 152-0035 | 2-15-10 JIYGAOKA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $748,668 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALVIN BUI | |||||||||||||
| 162 CASUDA CANYON DRIVE APT H | MONTEREY PARK | CA | 91754 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $21,450 | ||||||
| APRIL ZHU | |||||||||||||
| 10385 KINGSBRIDGE ROAD | ELLICOTT CITY | MD | 21042 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $12,000 | ||||||
| BENJAMIN LEE | |||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $16,500 | 104-DONG 502-HO 50-12 EWHAYEODAE-GI | SEODAEMUNGU | SEOUL | KS | 03764 | |||||
| BRIDGET HARDING | |||||||||||||
| 28401 N 57TH PL | CAVE CREEK | AZ | 85331 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH SEOUL NATIONAL UNIVERSTIY, SOUTH KOREA | $30,700 | ||||||
| CAMERON WHITE | |||||||||||||
| 735 CENTRAL ST | EVANSTON | IL | 60201 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $21,450 | ||||||
| CINDY XUE | |||||||||||||
| 1427 W ST NW | WASHINGTON | DC | 20009 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $42,728 | ||||||
| CLAIRE ELLIOT | |||||||||||||
| 2010 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM CHIANG MAI UNIVERSITY, CHIANG MAI, THAILAND | $8,400 | ||||||
| DAVID SHUVE-WILSON | |||||||||||||
| 2140 SOUTH CHINA PLACE APT 3F | CHICAGO | IL | 60616 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $32,550 | ||||||
| JONATHAN FORMELLA | |||||||||||||
| 209 PINE BLUFF ROAD | STEVENS POINT | WI | 544829309 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM | $23,670 | ||||||
| LUCY BEST | |||||||||||||
| 372 ST JOHNS PLACE APT 43 | BROOKLYN | NY | 112385377 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $21,450 | ||||||
| NATHANIEL DOLTON-THORNTON | |||||||||||||
| 135 HERBARD ST | SANTA CRUZ | CA | 95060 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $21,450 | ||||||
| NICHOLAS LEUNG | |||||||||||||
| 3 CASSELBERRY WAY | PRINCETON | NJ | 08540 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $16,500 | ||||||
| POLLY WOODBURY | |||||||||||||
| 601 S 78TH STREET | TACOMA | WA | 98408 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS AND ROYAL UNIVERSITY OF PHNOM PENH, CAMBODIA | $46,000 | ||||||
| SEATTLE ART MUSEUM | |||||||||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2022/2023 ACADEMIC YEAR | $50,000 | ||||||
| SMITHSONIAN INSTITUTION NATIONAL MUSEUM OF ASIAN ART | |||||||||||||
| PO BOX 37012 MRC 707 | WASHINGTON | DC | 20013 | N/A | 501C3 | FUNDS TO SUPPORT EXHIBITION OF "ANYANG: CHINA'S FIRST CAPITAL" | $25,000 | ||||||
| THU-HUONG HA | |||||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $29,833 | JIYGAOKA MARUTA KPORASU A-105 | MEGUROKU | TOKYO | JA | 152-0035 | 2-15-10 JIYGAOKA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $419,681 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,045 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $20,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $324,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $504,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $504,895 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FREEMAN FOUNDATION | ||||||
| 1 | C/O ROCKEFELLER TRUST COMPANY NA 45 | NEW YORK | NY | 10111 | $300,000 | Yes (X) |
| PIN HSU TRUST CO PIN-HSIEN HSU | ||||||
| 2 | 5782 SPA DRIVE | HUNTINGTON BEACH | CA | 92647 | $1,000 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2B | LANGUAGE GRANTSAPPLICATION FORM:GRANTS TO INDIVIDUALS: BLAKEMORE FREEMAN FELLOWSHIPS FOR ADVANCED STUDY OF ASIAN LANGUAGESAPPLICATIONS ARE PREPARED AND SUBMITTED ONLINE AT HTTPS://BLAKEMOREFOUNDATION.COMMUNITYFORCE.COM/A PDF VERSION OF THE 2021 APPLICATION FORM CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/HISTORICAL-INFORMATIONART GRANTSAPPLICATION MATERIALS:APPLICATIONS MAY BE SUBMITTED BY INVITATION ONLY. A PDF OF INSTRUCTIONS GIVEN TO INSTITUTIONS INVITED TO SUBMIT AN APPLICATION CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/HISTORICAL-INFORMATION |
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2C | ANY SUBMISSION DEADLINESLANGUAGE GRANTSBLAKEMORE FREEMAN FELLOWSHIPSAPPLICATIONS SUBMITTED ONLINE BY 5:00 PM PST ON DECEMBER 30, 2021.ART GRANTSAPPLICATIONS FOR 2021 FRANCES BLAKEMORE & GRIFFITH WAY ASIAN ART GRANTS RECEIVED BY OCTOBER 1, 2021. |
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2D | LANGUAGE GRANTSGRANT GUIDELINES:GRANTS TO INDIVIDUALS: BLAKEMORE FREEMAN FELLOWSHIPS FOR ADVANCED STUDY OF ASIAN LANGUAGESA PDF OF THE 2021 GRANT GUIDELINES CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/HISTORICAL-INFORMATIONART GRANTSGRANT GUIDELINES:A PDF OF THE 2021 ART GRANT GUIDELINES CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/HISTORICAL-INFORMATION |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 34,956 SHARES BLACKSTONE REIT | $395,648 | $491,603 |
| 1,840 SHARES BLACKSTONE REIT - CASH | $1,840 | $1,840 |
| 16,406 SHARES MSIF ULTRA-SHORT | $16,406 | $16,340 |
| 5,130 SHARES MORGAN STANLEY - 2020 INCOME REC'D 2021 | $5,130 | $5,130 |
| 3,220 SHARES ISHARES INC MSCI JAPAN ETF | $199,505 | $215,611 |
| 3,845 SHARES ISHARES MSCI EMU ETF | $157,047 | $188,444 |
| 8,592 SHARES JPMORGAN ULTRA-SHORT INC. EFT | $435,202 | $433,724 |
| 772 SHARES VANGUARD DIVIDEND APPRECIATION | $54,667 | $132,591 |
| 9,076 SHARES VANGUARD FTSE DEVELOPED MARKETS | $378,288 | $463,421 |
| 9,480 SHARES VANGUARD FTSE EMERGING MARKETS | $367,518 | $468,881 |
| 6,583 SHARES VANGUARD FTSE EUROPE ETF | $349,816 | $449,224 |
| 3,593 SHARES VANGUARD GROWTH ETF | $384,656 | $1,152,994 |
| 1,943 SHARES VANGUARD MID-CAP ETF | $243,880 | $495,018 |
| 2,120 SHARES VANGUARD SMALL CAP ETF | $243,934 | $479,141 |
| 1,707 SHARES VANGUARD TOTAL STK MKT ETF | $219,459 | $412,138 |
| 8,304 SHARES VANGUARD VALUE ETF | $720,556 | $1,221,601 |
| 34 272 SHARES MAINSTAY CHUSHING MLP PREMIER I | $283,152 | $263,892 |
| 9,882 SHARES MATTHEWS ASIAN JAPAN INV. | $229,496 | $218,695 |
| 51,651 SHARES METROPOLITAN WEST TOT RET BD 1 | $566,690 | $563,512 |
| 25,447 SHARES INT'L POLYOL CHEMICALS - UNLISTED SHARES | $190,853 | $190,853 |
| 393,013 SHARES TECHNOLOGY INT'L EXCHANGE - UNLISTED SHARES | $76,424 | $39,301 |
| 41,720 SHARES EATON VANCE TAX GD DIV | $194,109 | $445,153 |
| 133,194 SHARES LORD ABBETT SHT DURATION | $562,085 | $552,755 |
| 33,622 MORGAN STANLEY - CASH | $28,492 | $28,492 |
| 300,014 SHARES MSILF TREASURY SECURITIES | $300,014 | $300,014 |
| 27,911 SHARES PRINCIPAL SPC PRF&CP SEC INC | $286,279 | $288,316 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDITS/UNDEPOSITED FUNDS | Desc |
| BOY Book Value | $6,550 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT EXPENSES | $66,853 | $66,853 | $0 |
| OFFICE EXPENSES | $1,434 | $143 | $1,290 |
| CONTRACT STAFF | $124,992 | $0 | $124,992 |
| INSURANCE | $3,750 | $375 | $3,375 |
| FEES | $41 | $0 | $41 |
| INTERNET/WEBSITE | $1,839 | $0 | $1,839 |
| TELEPHONE | $810 | $0 | $810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $20,297 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,297 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $3,482 | $3,482 | $0 |
| STATE FILING FEE | $25 | $0 | $25 |
Comments