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KATHLEEN SUTTON INSPIRATIONAL FUND: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KATHLEEN SUTTON INSPIRATIONAL FUND (EIN 26-1344262)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202203009349201005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-27T09:40:10-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840795096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DALBY WENDLAND & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1605AddressLine1Txt
CityMONTROSECityNm
State AbbreviationCOStateAbbreviationCd
ZIP814021605ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261344262EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN SUTTON INSPIRATIONAL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone3603281049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA CARRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2063888660PhoneNum
Signature2022-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastCARRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN L FEZER CPAPreparerPersonNm
PTINP00046323PTIN
Phone9702497701PhoneNum
Preparation2022-10-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressKATHLEENSUTTON.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$145,863GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$83,128ContributionsGiftsGrantsEtcAmt
Investment Income$9,001InvestmentIncomeAmt
Fundraising Gross Income$53,734FundraisingGrossIncomeAmt
Special Events Direct Expenses$10,495SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$43,239SpecialEventsNetIncomeLossAmt
Total Revenue$135,368TotalRevenueAmt
Grants And Similar Amounts Paid$124,167GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$8,758SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,300FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$20,811OtherExpensesTotalAmt
Total Expenses$155,036TotalExpensesAmt
Excess Or Deficit For Year-$19,668ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$274,263NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$254,595NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$23,337BOYAmt
EOY$25,449EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$250,926BOYAmt
EOY$229,383EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$274,263BOYAmt
EOY$254,832EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$237EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$274,263BOYAmt
EOY$254,595EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeASSISTANCE WITH TRANSPORTATION COSTS FOR WOMEN WITH CANCER. FUNDS ARE REIMBURSED FOR MILEAGE, FERRY FEES, PARKING, BRIDGE TOLLS, AND OTHER TRANSIT EXPENSES, WHILE UNDERGOING TREATMENT FOR CANCER, AND LIVING IN CLALLAM, JEFFERSON, KITSAP, AND MASON COUNTIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FUND REIMBURSES TRANSPORTATION COSTS FOR WOMEN UNDERGOING TREATMENT FOR CANCER LIVING IN CLALLAM, JEFFERSON, KITSAP AND MASON COUNTIES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$124,167GrantsAndAllocationsAmt
Program Service Expenses$124,167ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$124,167TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VALERIE ROTMARK
CLIENT ADVOCATE6.00$0$0$0
VIVI-ANN PARNELL
FOUNDER-NON VOTING0.00$0$0$0
JASON WRIGHT
DIRECTOR1.00$0$0$0
BARBARA CARR
PRESIDENT5.00$0$0$0
RYAN BLACK
TREASURER5.00$0$0$0
MARGARET LOVELESS
SECRETARY1.00$0$0$0
BECKY BRYAN
CLIENT ADVOCATE & VICE PRESIDENT6.00$0$0$0
CHERYL BLOOM
VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN BLACK TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd
FieldValueIRS element (for citing)
Phone3602658252PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,812CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,063CurrentTaxYearMinus1YearAmt
Current Tax Year$83,128CurrentTaxYearAmt
Total$384,329TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,055CurrentTaxYearMinus1YearAmt
Current Tax Year$21,343CurrentTaxYearAmt
Total$367,062TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$160,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,527CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,478CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112,118CurrentTaxYearMinus1YearAmt
Current Tax Year$104,471CurrentTaxYearAmt
Total$751,391TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,850CurrentTaxYearMinus1YearAmt
Current Tax Year$11,075CurrentTaxYearAmt
Total$84,206TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,446CurrentTaxYearMinus1YearAmt
Current Tax Year$25,894CurrentTaxYearAmt
Total$127,247TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,687CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,296CurrentTaxYearMinus1YearAmt
Current Tax Year$36,969CurrentTaxYearAmt
Total$211,453TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$539,938PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,110CurrentTaxYearMinus1YearAmt
Current Tax Year$9,001CurrentTaxYearAmt
Total$19,860TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,474CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,110CurrentTaxYearMinus1YearAmt
Current Tax Year$9,001CurrentTaxYearAmt
Total$19,860TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$208,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,228CurrentTaxYearMinus1YearAmt
Current Tax Year$113,472CurrentTaxYearAmt
Total$771,251TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.70010PublicSupportCY509Pct
Public Support PY5090.73860PublicSupportPY509Pct
Investment Income CY0.02580InvestmentIncomeCYPct
Investment Income PY0.01480InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LUNCHEONEvent1Nm
Gross Receipts Event1$40,821GrossReceiptsEvent1Amt
Gross Revenue Event1$40,821GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,949RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$6,546OtherDirectExpensesEvent1Amt
Gross Receipts Total$40,821GrossReceiptsTotalAmt
Gross Revenue Total Events$40,821GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,949RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$6,546OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,495DirectExpenseSummaryEventsAmt
Net Income Summary$30,326NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: LIBERTY BAY BANK. AMOUNT: 60. DESCRIPTION: PERSHING ADVISOR SOLUTIONS. AMOUNT: 8,941. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,001.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: MILEAGE ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 74,546.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FERRY, BRIDGE AND PARKING ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 47,271.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: OTHER TRAVEL ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 658.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: OTHER CLIENT COSTS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 1,692. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 124,167.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 2,251. DESCRIPTION: SUPPLIES. AMOUNT: 1,559. DESCRIPTION: MERCHANT FEES. AMOUNT: 106. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 50. DESCRIPTION: POST OFFICE BOX. AMOUNT: 134. DESCRIPTION: MARKETING INCLUDING PRINTING AND POSTAGE. AMOUNT: 7,144. DESCRIPTION: INVESTMENT FEES. AMOUNT: 5,483. DESCRIPTION: BOARD DEVELOPMENT AND EDUCATION. AMOUNT: 2,640. DESCRIPTION: WEB DESIGN. AMOUNT: 605. DESCRIPTION: PAYROLL TAX. AMOUNT: 839. TOTAL TO FORM 990-EZ, LINE 16: 20,811.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 250,926. END OF YEAR AMOUNT: 229,383.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 237.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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