KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103475
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:20:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851890622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN STERLING KUDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH ST STE 110 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402339 | 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 | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MAYERS GAMORAN | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN MAYERS | PersonFirstNm |
| Person Last | GAMORAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM KELLY STERLING | PreparerPersonNm |
| PTIN | P00097006 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,425,285 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,823 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $17,808 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $78 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $162,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,121,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,063 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,319 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $237,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,906 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,102 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,102 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,978 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,978 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,435 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $4,396 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,334 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $55,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,057 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $855,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $820,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $991,553 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $839,317 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $242,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $240,327 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $448,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,130,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,130,703 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,176,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,255,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,425,285 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,174,528 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,252,862 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,174,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,252,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,176,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,255,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,174,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,334 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,252,862 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,252,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50.686 SH BLACKROCK MULTI ASSET INCO | P | 2020-10-30 | 2021-10-18 | $580 | $532 | $48 | $48 |
| 5665.01 SH CORNERSTONE ADVISORS CORE | P | 2021-06-23 | 2021-08-31 | $57,098 | $57,000 | $98 | $98 |
| 13759.189 SH BLACKROCK MULTI ASSET | P | 2020-10-30 | 2021-10-18 | $157,533 | $146,000 | $11,533 | $11,533 |
| 5665.01 SH CORNERSTONE ADVISORS CORE | P | 2021-08-08 | $763,515 | $755,133 | $8,382 | $8,382 | |
| 959.079 SH CORNERSTONE ADVISORS GLOB | P | 2014-08-22 | 2021-05-14 | $14,990 | $12,852 | $2,138 | $2,138 |
| 3589.42 SH CORNERSTONE ADVISORS GLOB | P | 2014-08-22 | 2021-06-23 | $56,990 | $48,099 | $8,891 | $8,891 |
| 33 SH ISHARES CORE S&P 500 | P | 2019-06-26 | 2021-11-22 | $15,670 | $9,674 | $5,996 | $5,996 |
| 36 SH ISHARES CORE S&P 500 | P | 2019-06-26 | 2021-05-14 | $14,987 | $10,553 | $4,434 | $4,434 |
| 82 SH ISHARES CORE S&P 500 | P | 2019-06-26 | 2021-06-23 | $34,856 | $24,038 | $10,818 | $10,818 |
| 27 SH ISHARES CORE S&P 500 | P | 2019-06-26 | 2021-08-20 | $12,012 | $7,915 | $4,097 | $4,097 |
| 273 SH SPDR PORTFOLIO DVLPD | P | 2019-06-26 | 2021-08-20 | $9,987 | $8,025 | $1,962 | $1,962 |
| 37 SH VANGUARD MID CAP ETF | P | 2019-06-26 | 2021-08-20 | $8,910 | $6,117 | $2,793 | $2,793 |
| 41 SH VANGUARD SMALL CAP ETF | P | 2019-06-26 | 2021-08-20 | $8,915 | $6,284 | $2,631 | $2,631 |
| 30572.409 SH CORNERSTONE ADVISORS GL | P | 2021-08-31 | $493,506 | $380,977 | $112,529 | $112,529 | |
| AC 8566 ST GAIN LOSS-PER REQUEST | P | $463,311 | $486,525 | -$23,214 | -$23,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,063 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,535 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,586 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,586 | SubtotalAmt |
| Tax Based On Investment Income | $2,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,222 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,222 | TotalPaymentsAndCreditsAmt |
| Tax Due | $364 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | ||||||||
| 270 SOUTH HANFORD STREET 100 | SEATTLE | WA | 98134 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | ||||||||
| 2136 42ND AVENUE SW | SEATTLE | WA | 98136 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN HABER | ||||||||
| 7557 31ST AVENUE SW | SEATTLE | WA | 98126 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,288,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,214 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,369,253 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,369,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,333,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,586 | TotalTaxAmt |
| Distributable Before Adj | $114,100 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,100 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,100 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,120 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $113,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,100 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $113,120 | QualifyingDistributionsAmt |
| Applied To Current Year | $113,120 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $980 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD ST 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $35,000 |
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| TEMPLE DE HIRSCH SINAI | ||||||||
| TEMPLE DE HIRSCH SINAI | 1511 EAST PIKE STREET | 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $8,280 |
| JEWISH JOINT DISTRIBUTIION COMMITTE | ||||||||
| JEWISH JOINT DISTRIBUTION COMMITTEE | PO BOX 4124 | PO BOX 4124 | NEW YORK | NY | 10163 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| AMERICAN RIVERS | ||||||||
| AMERICAN RIVERS | 1101 14TH ST NW STE 1400 | 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| ANIMAL DEFENSE LEAGUE | ||||||||
| ANIMAL DEFENSE LEAGUE | 11300 NACODOCHES SE | 11300 NACODOCHES SE | SAN ANTONIO | TX | 78217 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| BET SHIRA CONGREGATION | ||||||||
| BET SHIRA CONGREGATION | PO BOX 1843 | PO BOX 1843 | PORT TOWNSEND | WA | 98368 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,800 |
| FOLDS OF HONOR FOUNDATION | ||||||||
| FOLDS OF HONOR FOUNDATION | DEPARTMENT 13 | DEPARTMENT 13 | TULSA | OK | 74182 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| GIRLS INC | ||||||||
| GIRLS INC | 120 WALL STREET 18TH FL | 120 WALL STREET 18TH FL | NEW YORK | NY | 10005 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| HADASSAH | ||||||||
| HADASSAH | 40 WALL ST | 40 WALL ST | NEW YORK | NY | 10005 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| HOLOCAUST CENTER FOR THE HUMANITY | ||||||||
| HOLOCAUST CENTER FOR THE HUMANITY | 2045 2ND AVE | 2045 2ND AVE | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| KLINE GALLAND HOME | ||||||||
| KLINE GALLAND HOME | 7500 SEWARD PARK AVE | 7500 SEWARD PARK AVE | SEATTLE | WA | 98118 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| LIFEWIRE | ||||||||
| LIFEWIRE | PO BOX6398 | PO BOX 6398 | BELLEVUE | WA | 98008 | 501(C)(3) | GENERAL OPERATING SUPPORT | $834 |
| MARY'S PLACE | ||||||||
| MARY'S PLACE | PO BOX 1711 | PO BOX 1711 | SEATTLE | WA | 98111 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| MULTIPLE SCLEROSIS | ||||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | 192 NICKERSON ST STE 100 | 192 NICKERSON ST STE 100 | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| SEPHARDIC BIKUR HOLIM | ||||||||
| SEPHARDIC BIKUR HOLIM | 6500 52ND AVE S | 6500 52ND AVE S | SEATTLE | WA | 98118 | 501(C)(3) | GENERAL OPERATING SUPPORT | $360 |
| STOLEN YOUTH | ||||||||
| STOLEN YOUTH | PO BOX 296 | PO BOX 296 | SEATTLE | WA | 98111 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,833 |
| STROUM JEWISH COMMUNITY CENTER | ||||||||
| STROUM JEWISH COMMUNITY CENTER | 3801 E MERCER WAY | 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| THE RIVKIN CENTER | ||||||||
| THE RIVKIN CENTER | 1200 12TH AVE S STE1110 | 1200 12TH AVE S STE 1110 | SEATTLE | WA | 98144 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| WESTSIDE BABY | ||||||||
| WESTSIDE BABY | 435 8TH AVE N | 435 8TH AVE N | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL OPERATING SUPPORT | $4,333 |
| WMB FOUNDATION INC | ||||||||
| WMB FOUNDATION INC | 16300 SW 137TH AVE STE 1 | 16300 SW 137TH AVE STE 1 | MIAMI | FL | 33177 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,040 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,823 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $78 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,063 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $78 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,303 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,978 | Amt |
| Disbursements Charitable Prps | $7,978 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| BUILDING | $45,561 | $1,834 | S/L | 39.0000 | $1,592 | |
| BUILDING | $63,137 | $1,505 | S/L | 39.0000 | $2,804 | 2020-01-01 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNERSTONE ADV CORE PLUS BD INST | ||
| PIMCO SHORT TERM INSTITUTIONAL | $84,184 | $84,181 |
| LORD ABBETT BOND-DEBENTURE | $158,203 | $156,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNERSTONE ADVISORS GLOBAL PUBLIC | ||
| ISHARES CORE MSCI EMERGING MKTS ETF | $22,268 | $25,919 |
| ISHARES TR S&P 500 INDEX | $149,795 | $243,742 |
| SPDR PORTFOLIO DEV WORLD EX-US ETF | $97,297 | $120,749 |
| VANGUARD MID-CAP ETF | $35,875 | $55,285 |
| VANGUARD SMALL CAP ETF | $35,712 | $52,660 |
| EXCHANGE TRADED FUNDS A/C 8566 | $258,741 | $273,619 |
| MUTUAL FUNDS A/C 8566 | $220,355 | $219,579 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK MULTI-ASSET INCOME FUND | AT COST | ||
| INVESTMENTS - OTHER SECURITES | AT COST | $28,713 | $30,214 |
| PIMCO INCOME FUND INST'L CLASS | AT COST | $162,858 | $167,821 |
| PIMCO INFLATION RESPONSE MULTI-ASSET | AT COST | $105,255 | $121,576 |
| DODGE & COX INCOME FUND | AT COST | $833,304 | $811,092 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | CategoryTxt |
| Legal Fees | $2,102 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,102 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| GROSS DEDUCTIONS | $7,160 |
| DELTA 102 GENSCO | |
| GROSS DEDUCTIONS | $6,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Revenue And Expenses Per Books | $5,319 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $27,435 | Amt |
| Net Investment Income | $27,435 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $414 | Amt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |