CUYAMACA CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CUYAMACA CHARITABLE FOUNDATION (EIN 91-6449463)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-07
- IRS object ID
- 202101279349100720
- Schema version
- 2019v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T11:04:17-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOREN D HOSTEK CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 YALE AVENUE NORTH STE A | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916449463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUYAMACA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUYA | BusinessNameControlTxt |
| Phone | 2066245244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 1945 YALE PL E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON CLARK | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2066245244 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOREN D HOSTEK CPA | PreparerPersonNm |
| PTIN | P00938299 | PTIN |
| Phone | 2066239395 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,959,833 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $78,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,980 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,980 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,590 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,222 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,222 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,222 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $110,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,792 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,202 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $65 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $65 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,792 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,202 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,866 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $620,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $645,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,559,609 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $295,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $311,597 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $981,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $978,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,959,833 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $981,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $978,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $981,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $978,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $981,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $978,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $981,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,011 | OtherIncreasesAmt |
| Subtotal | $984,388 | SubtotalAmt |
| Other Decreases | $5,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $978,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE TAX MANAGED | P | 2019-02-04 | 2020-01-08 | $16,304 | $14,319 | $1,985 | $1,985 |
| BRIGHTHOUSE FINL INC REG | P | 2009-05-08 | 2020-01-08 | $3,423 | $3,770 | -$347 | -$347 |
| CATERPILLAR INC DEL | P | 2009-03-25 | 2020-06-16 | $42,273 | $9,295 | $32,978 | $32,978 |
| FRONTIER COMMUNICATIONS | P | 1997-12-31 | 2020-01-08 | $29 | $4,196 | -$4,167 | -$4,167 |
| SUBURBAN PROPANE PARTNERS | P | $44 | $44 | $44 | |||
| SUBURBAN PROPANE PARTNERS | P | $97 | $97 | $97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,590 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,029 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,863,719 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050093 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,211 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,760,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048396 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,791 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,572,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,303 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,430,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052646 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,176 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,552,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052291 | DistributionYr5Rt |
| Total Distribution | 0.255450 | TotalDistributionRt |
| Average Distribution | 0.051090 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,048,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,045 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $1,141 | TaxDueAmt |
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 | GEOFFREY M CLARK | IndividualWithBooksNm |
| Phone | 2066245244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1945 YALE PL E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY M CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| SARA P CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | BOARDMEMBER | 0.20 | $0 | $0 | $0 |
| CHRISTOPHER L CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | BOARDMEMBER | 0.20 | $0 | $0 | $0 |
| AARON CLARK | ||||||||
| 1945 YALE PL E | SEATTLE | WA | 98102 | OFFICER | 0.75 | $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 |
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 | $2,008,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,079,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,079,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,048,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,108 | TotalTaxAmt |
| Distributable Before Adj | $101,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,299 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,045 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,019 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,746 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,645 | 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 | $5,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,829 | ExcessFromYear4Amt |
| Excess From Year3 | $5,019 | ExcessFromYear3Amt |
| Excess From Year1 | $5,666 | ExcessFromYear1Amt |
| Excess From Current Year | $7,746 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEOFFREY M CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1945 YALE PL E | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066245244 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE OF ORGANIZATION AND REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FARMER FROG | ||||||||
| 23210 PARADISE LAKE RD | WOODINVILLE | WA | 98077 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $12,000 | |
| WORLD RELIEF SEATTLE | ||||||||
| 841 CENTRAL AVE N C106 | KENT | WA | 98032 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $12,000 | |
| HUNGER INTERVENTION PROJECT | ||||||||
| 3841 NE 123RD ST | SEATTLE | WA | 98125 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $12,000 | |
| WAKULIMA USA | ||||||||
| 23830 PACIFIC HIGHWAY S SUITE | KENT | WA | 98032 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $26,000 | 324/326 |
| LIVING WELL KENT COLLABORATIVE | ||||||||
| 24604 104TH AVE SE 102 | KENT | WA | 98030 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $21,000 | |
| HORN OF AFRICA SERVICES | ||||||||
| 5303 RAINIER AVE S SUITE D | SEATTLE | WA | 98118 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $12,000 | |
| BLACK FARMERS COLLECTIVE | ||||||||
| 715 YESLER WAY | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO FURTHER CHARITABLE GOALS OF THE ORGANIZATION | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,980 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,222 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,792 | 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 | ACCOUNTANT - TAX PREPARATION | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $645,222 | EOYBookValueAmt |
| EOYFMV | $1,559,609 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $311,597 | $378,357 |
| SUBURBAN PROPANE PARTNERS | AT COST | $0 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES K-1 | $64 |
| PRIOR YEAR FEDERAL TAX | $5,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WA FEES | $25 | $0 | $0 | $25 |
| INVESTMENT FEES | $30 | $0 | $0 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROP PTRS K-1 ORD INC | Desc |
| Revenue And Expenses Per Books | $1,222 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,222 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,011 | Amt |