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ALICE C TYLER PERPETUAL TR 121693: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALICE C TYLER PERPETUAL TR 121693 (EIN 95-6967787)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-23
IRS object ID
202502049349100725
Schema version
2024v5.2
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)
Return2025-07-23T18:06:12-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN562345716PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOAG & ROBI INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12660 TOWNSGATE ROAD STE 330AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956967787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALICE C TYLER PERPETUAL TRUSTBusinessNameLine1Txt
Business Name Line2ATTN ANDERS BROWN CHAIRMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALICBusinessNameControlTxt
Phone2066698452PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12431 WARREN AVENUE NORTHAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDERS BROWNPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2066698452PhoneNum
Signature2025-06-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY R WILSONPreparerPersonNm
PTINP00104951PTIN
Phone8054948414PhoneNum
Preparation2025-06-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,147,337FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$315,441DividendsRevAndExpnssAmt
Dividends Net Invst Incm$315,441DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$393,064NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,959,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$393,064CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$120OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$120OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$708,625TotalRevAndExpnssAmt
Total Net Invst Incm$708,625TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$91,460CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,145CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$82,315CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51,377OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,533OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,844OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,624TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,779TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$52,259TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,452TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$41,807TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,131OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,283OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,848OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$228,351TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$147,189TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$632,935ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$632,935ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$861,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,317TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$780,124TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$152,661ExcessRevenueOverExpensesAmt
Net Investment Income$636,308NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$327,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$580,537SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$580,537SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$10,019PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,174PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,174PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,262,708CorporateStockBOYAmt
Corporate Stock EOY$4,641,000CorporateStockEOYAmt
Corporate Stock EOYFMV$9,356,056CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,145,589CorporateBondsBOYAmt
Corporate Bonds EOY$5,370,854CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,209,571CorporateBondsEOYFMVAmt
Total Assets BOY$10,746,225TotalAssetsBOYAmt
Total Assets EOY$10,593,564TotalAssetsEOYAmt
Total Assets EOYFMV$15,147,337TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,746,225RetainedEarningBOYAmt
Retained Earning EOY$10,593,564RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,746,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,593,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,746,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,593,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,746,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$152,661ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,593,564SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,593,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SHORT TERM SECURITIES$206,795$232,106-$25,311-$25,311
LONG TERM SECURITIES$2,740,104$2,334,640$405,464$405,464
CAPITAL GAINS DIVIDENDS$12,911$12,911$12,911P
FieldValueIRS element (for citing)
Capital Gain Net Income$393,064CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,845InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,845SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,845TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,019EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,019TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,174OverpaymentAmt
Applied To ES Tax$1,174AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressACTPERPETUALTRUST.ORGWebsiteAddressTxt
Individual With BooksHOAG ROBI INCIndividualWithBooksNm
Phone8054948414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12660 TOWNSGATE ROAD SUITE 330AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTHA APPELLO
113 RIDGEVIEW LANE BLDG 4MT ARLINGTONNJ07856TRUSTEE2.00$9,262$0$0
DR PAUL H BARBER
2046 GLENDON AVENUELOS ANGELESCA90025TRUSTEE2.00$9,262$0$0
ALLYN E BROWN
31900 NE CANTER LANESHERWOODOR97140TRUSTEE2.00$9,262$0$0
COURTNEY L BROWN
119 NE MONROE STREETPORTLANDOR97212TRUSTEE2.00$9,262$0$0
JOHN HOAG
1013 WINDMILL ROADDRIPPING SPRINGSTX78620TRUSTEE2.00$9,262$0$0
STEPHANIE PICKERING
4633 HUTSON DRIVEPARKDALEOR97041TRUSTEE2.00$9,262$0$0
NANCY SHARP
27152 B VIA CHICUELINASAN JUAN CAPISTRANOCA92675TRUSTEE2.00$9,262$0$0
ANDERS M BROWN
2431 WARREN AVENUE NORTHSEATTLEWA98109CHAIRMAN/MANAGER/TRUSTEE8.00$26,626$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$14,614,387AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$462,485AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,076,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,076,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$742,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,334,182NetVlNoncharitableAssetsAmt
Minimum Investment Return$716,709MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$716,709MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,845TaxBasedOnInvestmentIncomeAmt
Total Tax$8,845TotalTaxAmt
Distributable Before Adj$707,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$707,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$707,864DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$780,124ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$780,124QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$707,864DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$16,613ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,018ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,631TotalExcessDistributionCyovAmt
Qualifying Distributions$780,124QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$707,864AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,260RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$132,891TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$132,891ExcessDistriCyovToNextYrAmt
Excess From Year2$16,613ExcessFromYear2Amt
Excess From Year1$44,018ExcessFromYear1Amt
Excess From Current Year$72,260ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLACK IN MARINE SCIENCE
522 W RIVERSIDE AVE STE NSPOKANEWA99201N/APCENVIRONMENTAL PROGRAMS$40,000
BLACK WOMEN IN ECOLOGY EVOLUTION AND MARINE SCIENCE INC
11216 SW 63RD TERRACEMIAMIFL33173N/APCENVIRONMENTAL PROGRAMS$40,000
BLACKAT FOUNDATION
4920 NE 47TH AVENUEPORTLANDOR97218N/APCPROGRAMS FOR AT-RISK YOUTH$2,500
BOOKTRAILS
PO BOX 771438STEAMBOAT SPRINGSCO80477N/APCENVIRONMENTAL PROGRAMS$71,362
CRAG LAW CENTER
3141 E BURNSIDE STREETPORTLANDOR97214N/APCENVIRONMENTAL PROGRAMS$70,000
FOR THE GOOD
1002 COOPER AVENUE STE 100GLENWOOD SPRINGSCO81601N/APCPROGRAMS FOR AT-RISK YOUTH$2,500
LAKE HOPATCONG FOUNDATION
125 LANDING ROADLANDINGNJ07850N/APCENVIRONMENTAL PROGRAMS$45,000
LAUDATO SI' MOVEMENT
712 H STREET NE PMB 90321WASHINGTONDC20002N/APCENVIRONMENTAL PROGRAMS$40,000
NESTUCCA ANGLERS
PO BOX 178HEBOOR97122N/APCENVIRONMENTAL PROGRAMS$7,295
OCEANOGRAPHIC TEACHING STATIONS
2 MANHATTAN BEACH BLVD PO BOX 1MANHATTAN BEACHCA90266N/APCENVIRONMENTAL PROGRAMS$65,000
OREGON ZOO FOUNDATION
4001 SW CANYON ROADPORTLANDOR97221N/APCENVIRONMENTAL PROGRAMS$2,500
TINLEY PARK ATHLETIC CLUB
PO BOX 621TINLEY PARKIL60477N/APCPROGRAMS FOR AT-RISK YOUTH$2,500
WATERSHED ASSOCIATION
PO BOX 2534WIMBERLEYTX78676N/APCENVIRONMENTAL PROGRAMS$25,000
WETLANDS AND WILDLIFE CARE CENTER
21900 PACIFIC COAST HWYHUNTINGTON BEACHCA92646N/APCENVIRONMENTAL PROGRAMS$35,170
WILDLIFE CENTER OF THE NORTH COAST
89686 HIGHWAY 202ASTORIAOR97103N/APCENVIRONMENTAL PROGRAMS$2,500
WOODLAND PARK ZOO
5500 PHINNEY AVENUE NSEATTLEWA98103N/APCENVIRONMENTAL PROGRAMS$50,000
REWILD FOR JANE GOODALL INSTITUTE NEPAL
PO BOX 129AUSTINTX787671029ENVIRONMENTAL PROGRAMS$30,000
REWILD FOR WINN
PO BOX 129AUSTINTX787671029ENVIRONMENTAL PROGRAMS$50,000
REWILD FOR RARCCI
PO BOX 129AUSTINTX787671029ENVIRONMENTAL PROGRAMS$5,000
REWILD FOR BIONESIA
PO BOX 129AUSTINTX787671029ENVIRONMENTAL PROGRAMS$46,608
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$632,935TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$315,441ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$393,064ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$708,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$708,625TotalIncomeProducingActyAmt

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)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$8,500Amt
Net Investment Income$2,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,375DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationCASH DEEMED HELD FOR CHARITABLE PURPOSES INCLUDES THE FOLLOWING:GRANTS PAID IN CURRENT YEAR $632,9351/2 CURRENT OPERATING EXPENSES 109,755 ________TOTAL CASH HELD FOR CHARITABLE PURPOSES $742,690ShortExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE & GOVT BONDSBondNm
EOY Book Value$5,370,854EOYBookValueAmt
EOYFMV$5,209,571EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK, EQUITY FUNDS, OTHERStockNm
EOY Book Value$4,641,000EOYBookValueAmt
EOYFMV$9,356,056EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMIN & INTERNET EXPENSESDesc
Revenue And Expenses Per Books$5,131RevenueAndExpensesPerBooksAmt
Net Investment Income$1,283NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,848DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC DISTRIBUTIONSDesc
Revenue And Expenses Per Books$120RevenueAndExpensesPerBooksAmt
Net Investment Income$120NetInvestmentIncomeAmt
Adjusted Net Income$120AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAN/INVESTMENT ADVISOR/ACCT MGMTCategoryTxt
Amt$51,377Amt
Net Investment Income$38,533NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,844DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CY FEDERAL EXCISE TAXES$8,845$0$0
FOREIGN TAXES ON INVESTMENTS$10,779$10,779$0

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