SAMIS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMIS FOUNDATION (EIN 91-1641746)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202232979349100518
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T12:53:19-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | 911641746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2066223363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELI GENAUER | PersonNm |
| Person Title | CHAIR TRUSTEESHIP COMMITTEE | PersonTitleTxt |
| Phone | 2066223363 | PhoneNum |
| Signature | 2022-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELI | PersonFirstNm |
| Person Last | GENAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2022-10-21 | 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 | $175,859,969 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,780 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,780 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,321 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,226,150 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,093,205 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8,896,767 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,280,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,142,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,280,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,751,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,618,807 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,949 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,949 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $382,566 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $366,671 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,275 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,341 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,527 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $44,113 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,311 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $257,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $179,914 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,839 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37,284 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,679,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $962,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35,005 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $525,946 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $508,395 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,140 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,327 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,999,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,675,728 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $342,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,232,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,307,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,225,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,134,912 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,931,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,367,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,307,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,156,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,383,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,311,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,664,450 | CashBOYAmt |
| Cash EOY | $3,797,663 | CashEOYAmt |
| Cash EOYFMV | $3,797,663 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,105,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,112,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,112,077 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,102,464 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $995,361 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $98,717 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $107,103 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $107,103 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $2,306,554 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,306,554 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $313,610 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $103,184 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $300,426 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $210,426 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $210,426 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $103,676 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $738,160 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $738,160 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,702,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,284,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,284,208 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,798,301 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,418,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,418,993 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $79,761,022 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $28,410,797 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $48,270,343 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $51,350,225 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $133,287,955 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $28,070,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,420,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,420,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,456,757 | OtherAssetsBOYAmt |
| Other Assets EOY | $176,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $176,830 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $94,569,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,922,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,859,969 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $204,045 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $241,743 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,860,599 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,974,439 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,179,046 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $1,155,551 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,249,509 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,399,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,465,691 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $89,170,746 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $89,456,548 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,170,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,456,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,569,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,922,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,170,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,383,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,551,858 | OtherIncreasesAmt |
| Subtotal | $96,106,548 | SubtotalAmt |
| Other Decreases | $6,650,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $89,456,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LAND | P | $786,916 | $148,040 | $638,876 | $638,876 |
| PUBLICLY TRADED SECURITIES | P | $1,355,950 | $714,325 | $641,625 | $641,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,280,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $143,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $143,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $143,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $175,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $521 | EsPenaltyAmt |
| Overpayment | $31,154 | OverpaymentAmt |
| Applied To ES Tax | $31,154 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SAMISFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINDA SULLIVAN | IndividualWithBooksNm |
| Phone | 2066223363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET SUITE C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | Yes (1) | 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 | 0 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE KANTER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHIEF EXECUTIVE OFFICER | 20.00 | $172,056 | $34,893 | $0 |
| DAVE AZOSE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ELLENHORN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | BOARD VC/VC TRUST & GOV | 1.00 | $0 | $0 | $0 |
| ELI GENAUER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | TREASURER/CHAIR,FINANCE/AUDIT/VC ENDOW | 1.00 | $0 | $0 | $0 |
| JERRY COHEN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANA BEHAR | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR, ENDOWMENT INVESTMENT | 1.00 | $0 | $0 | $0 |
| AL MAIMON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR, GRANTS COMMITTEE | 1.00 | $0 | $0 | $0 |
| VICTOR ALHADEFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | VICE CHAIR, GRANTS COMMITTEE | 1.00 | $0 | $0 | $0 |
| GREG ROER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR TRUSTEESHIP COMMITTEE | 1.00 | $0 | $0 | $0 |
| RABBI RON-AMI MEYERS | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI | 1.00 | $0 | $0 | $0 |
| BARRY ERNSTOFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| EDDIE HASSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LUCY PRUZAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ERNIE SHERMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| MARIA ERLITZ | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DR ALEX SYTMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JUDY NEUMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELI ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LOUIS TREIGER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JACK ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BEA NAHON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA RIVKIN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF DAY SCHO | 40.00 | $156,545 | $21,122 | $0 |
| ARIEL LAPSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | PROGRAM OFFICER | 40.00 | $94,127 | $5,359 | $0 |
| LINDA MCCLURE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | ADMIN ASSISTANT | 40.00 | $79,197 | $16,746 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUMBLE MARKETING | |||||
| 12446 SE 26TH PLACE | BELLEVUE | WA | 98005 | WEBSITE DESIGN | $130,778 |
| TCC GROUP | |||||
| 333 7TH AVE 9TH FL | NEW YORK | NY | 10001 | CONSULTING-DEVELOPMENT OF STRATEGIC PLAN | $73,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $12,155,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,203,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $158,454,341 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,813,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $599,091 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,214,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,613,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,601,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,580,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,580,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $143,325 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $158,629 | IncomeTaxAmt |
| Total Tax | $301,954 | TotalTaxAmt |
| Distributable Before Adj | $8,278,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,278,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,278,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,156,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,156,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,278,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,266,265 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,156,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,266,265 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,890,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,387,534 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR PIONEER SQUARE | |||||||
| 310 1ST AVE SO SUITE 201 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $13,000 |
| AMERICA GIVES | |||||||
| 1732 FIRST AVENUE NO 27091 | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $37,500 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $37,500 |
| AMERICAN FRIENDS OF NATAL | |||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $35,000 |
| AMERICAN FRIENDS OF OGEN | |||||||
| 2330 MILTON ROAD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING | |||||||
| 30 SEAVIEW DRIVE | SECAUCUS | NJ | 07094 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 |
| AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $140,000 |
| BAYIT CHAM | |||||||
| 5 WALLENBERG CIRCLE | MONSEY | NY | 10952 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| CAMP SOLOMON SCHECHTER | |||||||
| 117 E LOUISA 110 | SEATTLE | WA | 98102 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,298 |
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | |||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $37,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $333,333 |
| COLUMBIA BASIN FOUNDATION | |||||||
| 234 1ST AVENUE NW STE B | EPHRATA | WA | 98823 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $2,500 |
| DERECH EMUNAH | |||||||
| 5145 SO MORGAN ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $174,306 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 |
| FRIENDS OF THE LOWER GRAND COULEE | |||||||
| PO BOX 1625 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $2,500 |
| HARING CENTER - UNIVERSITY OF WASHINGTON | |||||||
| 1981 NE COLUMBIA RD | SEATTLE | WA | 98195 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,099 |
| HILLEL FOUNDATION FOR JEWISH LIFE AT THE UNIVERSITY OF WASHINGTON | |||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,000 |
| ISRAEL AMERICAN COUNCIL SEATTLE | |||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| ISRAEL NATURE AND HERITAGE FOUNDATION OF AMERICA | |||||||
| 39 BOLAND DRIVE | WEST ORANGE | NJ | 07052 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| JEWISH COMMUNITY OF LOUISVILLE | |||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $570,283 |
| JEWISH FAMILY SERVICE | |||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $51,780 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $105,000 |
| JEWISH PRISONER SERVICES INTERATIONAL | |||||||
| PO BOX 85840 | SEATTLE | WA | 98145 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,000 |
| KAV L'NOAR FOUNDATION | |||||||
| 348 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $35,000 |
| MASQUERS THEATER | |||||||
| PO BOX 1174 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 |
| MCKAY HEALTHCARE & REHAB CENTER | |||||||
| PO BOX 819 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $336,790 |
| MUSIC OF REMEMBRANCE | |||||||
| PO BOX 27500 | SEATTLE | WA | 98165 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 |
| NEFESH BNEFESH JEWISH SOULS UNITED | |||||||
| 50 EISENHOWER DRIVE | PARAMAS | NJ | 07652 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $150,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 1225 S WELLER ST NO 510 | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,500 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $909,725 |
| ORTHODOX UNION | |||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $431,525 |
| PLYMOUTH HOUSING GROUP AND SUBSIDIARIES | |||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | |||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 |
| PUBLIC DEFENDER ASSOCIATION | |||||||
| 110 PREFONTAINE PLACE SOUTH NO 50 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $13,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $783,857 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $577,755 |
| SEPHARDIC JEWISH BROTHERHOOD FOUNDATION | |||||||
| 6767 108TH STREET | FOREST HILLS | NY | 11375 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 |
| STROUM JEWISH COMMUNITY CENTER | |||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $33,000 |
| THE DOROTHY AND MYER KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY | |||||||
| 5110 DENSMORE AVE | ENCINO | CA | 91436 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,178 |
| THE FRIENDSHIP CIRCLE | |||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $40,000 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $560,045 |
| UNION FOR REFORM JUDAISM - CAMP KALSMAN | |||||||
| 11410 NE 124TH ST 622 | KIRKLAND | WA | 98034 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $142,500 |
| WASHINGTON STATE JEWISH HISTORICAL SOCIETY | |||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| WEST COAST NCSY | |||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,931,074 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA GIVES | |||||||
| 1732 FIRST AVENUE NO 27091 | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 |
| AMERICAN FRIENDS OF OGEN | |||||||
| 2330 MILTON ROAD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | |||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,000 |
| DERECH EMUNAH | |||||||
| 5145 SO MORGAN ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,750 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $38,920 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $115,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $9,684 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $334,354 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,780 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,321 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $93,206 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,803,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,280,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $93,206 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,329,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,422,369 | 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 | $23,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,400 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: SAMIS LAND CO. EMPLOYER ID NUMBER: 91-0517717ADDRESS: 208 JAMES STREET, #CSEATTLE, WA 98104 EXCESS BUSINESS HOLDING [ ] YES [X ] NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTM TERM INV G ADM | $721,375 | $721,375 |
| VANGUARD SHORT TERM INVT GRADE ADM | $481,838 | $481,838 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,215,780 | $1,215,780 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES | $713,739 | $713,739 |
| VANGUARD INTERNATIONAL VALUE #46 | $478,033 | $478,033 |
| VANGUARD MID CAP INDEX ADM | $1,061,266 | $1,061,266 |
| VANGUARD MIDCAP VALUE INDEX ADMIRAL | $786,464 | $786,464 |
| VANGUARD SMALL CAP INDEX FUND | $489,884 | $489,884 |
| VANGUARD SMALL CAP VALUE INDEX FUND | $757,486 | $757,486 |
| VANGUARD TOT INT ST INDX ADM | $1,696,621 | $1,696,621 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $2,700,373 | $2,700,373 |
| VANGUARD VALUE INDEX ADM | $1,600,342 | $1,600,342 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMIS LAND CO. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $21,420,000 | BookValueAmt |
| EOYFMV | $21,420,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45,527 | LegalFeesAmt |
| Net Investment Income | $44,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,311 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET INTANGIBLE ASSETS | $271,387 | $176,830 | $176,830 |
| INTERCOMPANY RECEIVABLE | $2,185,370 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF SAMIS LAND CO. | Desc |
| Amt | $6,650,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION | $125,447 | $123,562 | $0 |
| UTILITY EXPENSES | $288,956 | $288,956 | $0 |
| SECURITY EXPENSE | $38,645 | $38,645 | $0 |
| JANITORIAL | $51,227 | $51,227 | $0 |
| ADMINISTRATIVE EXPENSES | $224,004 | $223,724 | $0 |
| LEASING & MARKETING | $15,663 | $15,663 | $0 |
| TENANT PARKING | $16,970 | $16,970 | $0 |
| REPAIRS & MAINTENANCE | $659,598 | $659,209 | $0 |
| GROUNDS EXPENSE | $10,496 | $10,496 | $0 |
| INSURANCE | $242,726 | $242,715 | $0 |
| LICENSES | $4,561 | $4,561 | $0 |
| MARKETING | $225,813 | $0 | $233,332 |
| OTHER ADMIN | $95,426 | $0 | $109,526 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS FROM INVESTMENTS | $1,037,758 |
| PROPERTY DISTRIBUTION FROM SAMIS LAND CO. | $3,514,100 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE DEPOSITS | $1,147,695 | $699,509 |
| INTEREST PAYABLE | $7,856 | $0 |
| FEDERAL INCOME TAX LIABILITY | $0 | $550,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $180,939 | $3,304 | $179,914 |
| INVESTMENT MANAGEMENT | $76,421 | $76,421 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $665,330 | $0 | $0 |
| TAXES | $976,930 | $960,047 | $0 |
| B&O TAXES | $2,397 | $2,397 | $0 |
| PAYROLL TAXES | $35,005 | $0 | $35,005 |
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