GOW FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GOW FAMILY FOUNDATION (EIN 46-0986449)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202243119349101894
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T16:52:38-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753053479PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A UNDERHILL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION STREET SUITE 3300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460986449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOWFBusinessNameControlTxt
Phone4255592300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY GOWPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4255592300PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFERYPersonFirstNm
Person LastGOWPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE LINDBLOMPreparerPersonNm
PTINP00242711PTIN
Phone2063573033PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,323,130FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$313,948InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$313,948InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$240,028DividendsRevAndExpnssAmt
Dividends Net Invst Incm$240,028DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$644,974NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$644,974CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$747,596OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$747,596OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,946,546TotalRevAndExpnssAmt
Total Net Invst Incm$1,946,546TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,210AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$83,497InterestRevAndExpnssAmt
Interest Net Invst Incm$83,497InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,868TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,868TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$158,226OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$124,161OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$250,801TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$209,526TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,450,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,450,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,700,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$209,526TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,450,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$245,745ExcessRevenueOverExpensesAmt
Net Investment Income$1,737,020NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,733,212CashBOYAmt
Cash EOY$2,756,664CashEOYAmt
Cash EOYFMV$2,756,664CashEOYFMVAmt
Acct Rcvbl$60AcctRcvblAmt
Acct Rcvbl EOY$60AcctRcvblEOYAmt
Other Investments BOY$12,266,933OtherInvestmentsBOYAmt
Other Investments EOY$13,536,920OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,566,466OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,000,145TotalAssetsBOYAmt
Total Assets EOY$16,293,644TotalAssetsEOYAmt
Total Assets EOYFMV$21,323,130TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,612AccountsPayableBOYAmt
Accounts Payable EOY$251,903AccountsPayableEOYAmt
Total Liabilities BOY$8,612TotalLiabilitiesBOYAmt
Total Liabilities EOY$251,903TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$1,675,547CapitalStockBOYAmt
Capital Stock EOY-$1,871,084CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,667,080RetainedEarningBOYAmt
Retained Earning EOY$17,912,825RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,991,533TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,041,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,000,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,293,644TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,991,533TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$245,745ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,237,278SubtotalAmt
Other Decreases$195,537OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,041,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB #0840P$344,444$344,444
SCHWAB #0840P-$25,961-$25,961
FROM K-1SP$224,382$224,382
FROM K-1SP$52,994$52,994
FROM K-1S - 1231P-$1,450-$1,450
PTP ADJUSTMENTP$15,266$15,266
PTP ADJUSTMENTP$35,299$35,299
FieldValueIRS element (for citing)
Capital Gain Net Income$644,974CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,145InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,145SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$899EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,899TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$127EsPenaltyAmt
Tax Due$8,373TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA HANDJAJAIndividualWithBooksNm
Phone4255592300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFERY GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005CHAIR0.00$0$0$0
PAMELA GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005VICE CHAIR0.00$0$0$0
PATRICIA KURKIEWICZ
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005SECRETARY0.00$0$0$0
ROBIN GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005TREASURER0.00$0$0$0
JACQUELINE GOW
11624 SE FIFTH STREET SUITE 210BELLEVUEWA98005DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,172,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,385,083AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,557,993TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,557,993AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$323,370CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,234,623NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,061,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,061,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,145TaxBasedOnInvestmentIncomeAmt
Total Tax$24,145TotalTaxAmt
Distributable Before Adj$1,037,586DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,037,586DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,037,586DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,450,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,450,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,037,586DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$44,759ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$490,730ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$467,682ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$441,801ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,180,146ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,625,118TotalExcessDistributionCyovAmt
Qualifying Distributions$1,450,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,037,586AppliedToCurrentYearAmt
Remaining Distri From Corpus$412,414RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,037,532TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$44,759ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,992,773ExcessDistriCyovToNextYrAmt
Excess From Year4$490,730ExcessFromYear4Amt
Excess From Year3$467,682ExcessFromYear3Amt
Excess From Year2$441,801ExcessFromYear2Amt
Excess From Year1$1,180,146ExcessFromYear1Amt
Excess From Current Year$412,414ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFERY GOWContributingManagerNm
Contributing ManagerPAMELA GOWContributingManagerNm
Contributing ManagerPATRICIA KURKIEWICZContributingManagerNm
Contributing ManagerROBIN GOWContributingManagerNm
Contributing ManagerJACQUELINE GOWContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFERY GOW - GOW FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111624 SE FIFTH STREET SUITE 210AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4255592300RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATION AVAILABLE FROM THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AMARA
5907 MARTIN LUTHER KING JR WAY SSEATTLEWA98118NONE501(C)(3)GENERAL PURPOSES$25,000
BELLEVUE LIFESPRING
167 BELLEVUE SQUAREBELLEVUEWA98004NONE501(C)(3)GENERAL PURPOSES$75,000
CAMP KOREY
28901 NE CARNATION FARM RDCARNATIONWA98014NONE501(C)(3)GENERAL PURPOSES$25,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122NONE501(C)(3)GENERAL PURPOSES$30,000
DELTA GAMMA FOUNDATION
3250 RIVERSIDE DRIVECOLUMBUSOH43221NONE501(C)(3)GENERAL PURPOSES$20,000
FARESTART
700 VIRGINIA STREETSEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$100,000
FOOD LIFELINE
4011 6TH AVE SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$150,000
ISLANDWOOD
4450 BLAKELY AVE NEBAINBRIDGE ISLANDWA98110NONE501(C)(3)GENERAL PURPOSES$50,000
LIFE ENRICHEMENT OPTIONS
4011 6TH AVE SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$35,000
LIFEWIRE FKA EASTSIDE DOMESTIC VIOLENCE PROGRAM
PO BOX 6398BELLEVUEWA98008NONE501(C)(3)GENERAL PURPOSES$40,000
NORTHWEST IMMIGRATION RIGHTS PROJECT
615 2ND AVENUE SUITE 400SEATTLEWA98104NONE501(C)(3)GENERAL PURPOSES$50,000
PACHAMAMA ALLIANCE
1009 GENERAL KENNEDY AVESAN FRANCISCOCA94129NONE501(C)(3)GENERAL PURPOSES$65,000
PLANNED PARENTHOOD
2001 E MADISONSEATTLEWA98122NONE501(C)(3)GENERAL PURPOSES$50,000
POTTERY NORTHWEST
226 1ST AVENUE NORTHSEATTLEWA98109NONE501(C)(3)GENERAL PURPOSES$20,000
RAINIER PREP
10211 12TH AVE SSEATTLEWA98168NONE501(C)(3)GENERAL PURPOSES$25,000
RAINIER SCHOLARS
210 24TH AVENUE SOUTH SUITE 360SEATTLEWA98144NONE501(C)(3)GENERAL PURPOSES$50,000
RECOVERY CAFE
2022 BOREN AVESEATTLEWA98121NONE501(C)(3)GENERAL PURPOSES$90,000
REFUGEE WOMEN'S ALLIANCE
4008 MARTIN LUTHER KING JR WAY SSEATTLEWA98108NONE501(C)(3)GENERAL PURPOSES$35,000
VANCOUVER FOUNDATION
NONE501(C)(3)GENERAL PURPOSES$100,000475 WEST GEORGIA STREET SUITE 200VANCOUVERBRITISH COLUMBIACA
WASHINGTON WOMEN IN NEED
700 108TH AVENUE NE SUITE 207BELLEVUEWA98004NONE501(C)(3)GENERAL PURPOSES$30,000
WILD SALMON CENTER
721 NW NINTH AVEPORTLANDOR97209NONE501(C)(3)GENERAL PURPOSES$20,000
YMCA
909 FOURTH AVESEATTLEWA98104NONE501(C)(3)GENERAL PURPOSES$25,000
YOUTHCARE
1828 YALE AVESEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$20,000
YUAN TZE REN XUE CENTER
534 MORAGA WAYORINDACA94563NONE501(C)(3)GENERAL PURPOSES$150,000
YWCA OF SEATTLEKINGSNOHOMOISH COUNTY
1118 FIFTH AVENUESEATTLEWA98101NONE501(C)(3)GENERAL PURPOSES$150,000
LEGAL HOPE
1700 WESTLAKE AVE N SUITE 200SEATTLEWA98109NONE501(C)(3)GENERAL PURPOSES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,450,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,948ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$240,028ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$747,596ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$644,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,946,546ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,946,546TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,210Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CC XXVIIAT COST$3,703,892$3,311,369
EQUITY - UBS & SCHWABAT COST$6,241,161$11,270,278
CC XXXIIIAT COST$1,515,150$1,610,014
ANOMALY CAPITALAT COST$972,250$1,225,588
CC XXXVAT COST$1,104,463$1,149,217
ROUNDINGAT COST$4$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCESDesc
Amt$195,537Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEE$10$0$0
LICENSE FEE$35$0$0
BROKERAGE FEES$13,840$13,840$0
FROM K-1S - CHARITABLE CONTRIBUTION$63$63$0
FEDERAL EXCISE TAX$15,061$15,061$0
BOOK/TAX DIFFERENCE - PTP NONDEDUCTIBLE$158$0$0
LEGAL FEES$15,000$0$0
FROM K-1S - OTHER DEDUCTIONS$95,197$95,197$0
FROM K-1S - NONPASSIVE/NONPORTFOLIO DEDUCTIONS$18,862$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - ORDINARY INCOME$91,381$91,381$91,381
FROM K-1 - RENTAL INCOME$36$36$36
FROM K-1 - OTHER INVESTMENT INCOME$304,119$304,119$304,119
FROM K-1 - OTHER PASSIVE INCOME$3,742$3,742$3,742
FROM K-1 - NONPORTFOLIO/NONPASSIVE INCOME$348,318$348,318$348,318

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,868Amt
Net Investment Income$1,868NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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