BACON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BACON FAMILY FOUNDATION (EIN 74-3070936)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202213059349100836
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T16:18:21-05:00 | 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 | 743070936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND DEBRA BACON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4252562662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL V GRIFFITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4252562662 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | GRIFFITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE CPA | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2022-10-31 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,661,273 | 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 | $10,468 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $371,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $910,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $371,447 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $564,415 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $564,415 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $987,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $412,799 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $564,415 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $243 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,855 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $564,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $564,415 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,827 | CashBOYAmt |
| Cash EOY | $20,704 | CashEOYAmt |
| Cash EOYFMV | $20,704 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,853 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $480 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $480 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,889,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,625,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,625,236 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $90,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,096,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,661,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,661,273 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $604 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $790 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,096,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,660,483 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,096,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,660,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,096,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,661,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,096,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $564,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,660,483 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,660,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPS ETF TRUST | P | 2021-06-24 | 2021-07-15 | $117,116 | $124,397 | -$7,281 | -$7,281 |
| ISHARES S&P MID CAP 400 | P | 2015-05-29 | 2021-06-24 | $81,392 | $43,641 | $37,751 | $37,751 |
| ISHARES S&P SMALL CAP 600 | P | 2015-04-15 | 2021-06-24 | $83,926 | $41,933 | $41,993 | $41,993 |
| VANGUARD INDEX FUNDS | P | 2013-08-02 | 2021-06-24 | $132,632 | $87,566 | $45,066 | $45,066 |
| ALPS ETF TRUST | P | 2016-12-22 | 2021-07-15 | $20,263 | $32,524 | -$12,261 | -$12,261 |
| PIMCO DYNAMIC CREDIT AND | P | 2017-03-01 | 2021-02-24 | $92,130 | $88,914 | $3,216 | $3,216 |
| BOEING CO | P | 2018-07-23 | 2021-06-24 | $33,560 | $44,240 | -$10,680 | -$10,680 |
| SELECT SECTOR SPDR TRUSTV | P | 2020-06-24 | 2021-09-01 | $55,948 | $36,092 | $19,856 | $19,856 |
| ALPHABET INC | P | 2020-06-15 | 2021-10-20 | $34,392 | $2,950 | $31,442 | $31,442 |
| APPLE INC | P | 2016-06-24 | 2021-12-07 | $226,231 | $32,610 | $193,621 | $193,621 |
| UNITED GROUNP INC | P | 2013-02-04 | 2021-10-20 | $32,957 | $4,233 | $28,724 | $28,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $371,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,429 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,429 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,260 | OverpaymentAmt |
| Applied To ES Tax | $1,260 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE GRIFFITH | IndividualWithBooksNm |
| Phone | 4252562662 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAR 4 LLC - PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL V GRIFFITH | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN D BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $47,500 | $0 | $0 |
| JOSEPH A BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANTHONY R BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| ALISSA B BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JOHN AND DEBRA BACON FAMILY FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 14 | Description1Txt |
| Expenses1 | $298,658 | 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 | $3,289,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,352,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,352,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,301,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,169 | TotalTaxAmt |
| Distributable Before Adj | $159,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $441,173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $314,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $306,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $279,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,569,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,791,474 | 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 | $441,173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,350,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $314,864 | ExcessFromYear4Amt |
| Excess From Year3 | $306,645 | ExcessFromYear3Amt |
| Excess From Year2 | $226,692 | ExcessFromYear2Amt |
| Excess From Year1 | $279,652 | ExcessFromYear1Amt |
| Excess From Current Year | $222,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E BACON | ContributingManagerNm |
| Contributing Manager | DEBRA BACON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | |||||||
| 209 100TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $112,870 |
| BRIDGE RECEIVING CENTER | |||||||
| PO BOX 2930 | WOODINVILLE | WA | 98072 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $24,500 |
| EASTSIDE ACADEMY | |||||||
| 1800 100TH AVE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $40,000 |
| JUBILEE REACH | |||||||
| 14200 SE 13TH PLACE | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $15,000 |
| NO MORE UNDER | |||||||
| 1100 BELLEVUE WAY NE SUITE 81-563 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $10,000 |
| NORTHWEST FAMILY LIFE | |||||||
| 12360 LAKE CITY WAY NE 420 | SEATTLE | WA | 98125 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $10,000 |
| SOLID GROUND | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $662 |
| RAINIER ATHLETES | |||||||
| 17215 SE 29TH COURT | BELLEVUE | WA | 98008 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $30,579 |
| SACRED HEART SCHOOL | |||||||
| 9460 NE 14TH ST | CLYDE HILL | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $1,500 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 359505 | SEATTLE | WA | 98195 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $9,430 |
| BFF FOUNDATION | |||||||
| 1428 36TH ST STE 200 | BROOKLYN | NY | 11218 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $8,117 |
| STEVENSON ELEMENTARY | |||||||
| 220 NE 8TH ST | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $10,602 |
| LAKE HILLS ELEMENTARY | |||||||
| 14310 SE 12TH ST | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $13,350 |
| HIGHLAND MIDDLE SCHOOL | |||||||
| 2111 NE 1ST STREETT | BELLEVUE | WA | 98005 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $12,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,658 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $371,447 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $564,415 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $977,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $977,214 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,925 | Amt |
| Net Investment Income | $2,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN - US MANAGED EQUITY FUNDS | StockNm |
| EOY Book Value | $3,625,236 | EOYBookValueAmt |
| EOYFMV | $3,625,236 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $326 | $0 | $0 | $326 |
| FILING FEES | $160 | $0 | $0 | $160 |
| MEALS AND ENTERTAINMENT | $4,838 | $0 | $0 | $4,838 |
| SOFTWARE | $521 | $0 | $0 | $521 |
| MISCELLANEOUS | $3,519 | $0 | $0 | $3,519 |
| STAFF APPRECIATION | $4,995 | $0 | $0 | $4,995 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $564,415 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $564,415 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILTIES | Desc |
| BOY Book Value | $604 | BOYBookValueAmt |
| EOY Book Value | $790 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | $37,768 | $37,768 | $0 | $0 |
| CONSULTING FEES | $18,000 | $0 | $0 | $18,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $243 | $243 | $0 | $0 |
| PAYROLL TAXES | $3,855 | $0 | $0 | $3,855 |
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