ELIZABETH A LYNN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH A LYNN FOUNDATION (EIN 91-1156982)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-09
- IRS object ID
- 202110999349100711
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-09T11:13:58-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842102241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFF PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH STREET SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911156982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH A LYNN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 4255982400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY L MOSS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4253449215 | PhoneNum |
| Signature | 2021-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC S KAUFMAN CPA | PreparerPersonNm |
| PTIN | P00726375 | PTIN |
| Phone | 4255982400 | PhoneNum |
| Preparation | 2021-04-09 | PreparationDt |
| 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 | $8,290,516 | 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 | $202,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $943,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,430 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,719 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $349,228 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $349,228 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $408,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $368,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $553,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $678,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $678,189 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,276,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,357,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,753,604 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,120,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,900,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,858,723 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,950,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,935,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,290,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,950,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,935,512 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,950,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,935,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,950,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,935,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,950,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,254 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,941,277 | SubtotalAmt |
| Other Decreases | $5,765 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,935,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BROADCOM LTD | P | 2019-01-15 | 2020-03-31 | $91,055 | $97,734 | -$6,679 | -$6,679 |
| INTEL CORP | P | 2012-05-21 | 2020-11-02 | $8,870 | $5,233 | $3,637 | $3,637 |
| EXXON MOBIL CORP COM | P | 2012-05-21 | 2020-03-31 | $11,398 | $24,578 | -$13,180 | -$13,180 |
| INTEL CORP | P | 2013-08-30 | 2020-11-02 | $26,610 | $13,275 | $13,335 | $13,335 |
| EXXON MOBIL CORP COM | P | 2014-09-30 | 2020-03-31 | $3,799 | $9,426 | -$5,627 | -$5,627 |
| JPMORGAN CHASE & CO | P | 2014-09-30 | 2020-11-02 | $20,033 | $12,094 | $7,939 | $7,939 |
| SPDR DOW JONES INTER | P | 2011-04-26 | 2020-03-31 | $90,430 | $138,448 | -$48,018 | -$48,018 |
| MERCK AND CO INC SHS | P | 2018-04-20 | 2020-11-02 | $76,573 | $58,837 | $17,736 | $17,736 |
| MATERIALS SELECT SECTOR | P | 2017-07-27 | 2020-03-31 | $22,695 | $27,681 | -$4,986 | -$4,986 |
| SHELL MIDSTREAM PARTNERS | P | 2018-07-30 | 2020-11-02 | $17,354 | $49,205 | -$31,851 | -$31,851 |
| SECTOR SPDR INDUSTRIAL | P | 2017-07-27 | 2020-03-31 | $29,677 | $34,163 | -$4,486 | -$4,486 |
| T ROWE PRICE GROWTH | P | 2006-01-17 | 2020-11-02 | $300,000 | $99,930 | $200,070 | $200,070 |
| UNITED TECHS CORP COM | P | 2013-01-14 | 2020-03-31 | $23,948 | $21,463 | $2,485 | $2,485 |
| UNITED TECHS CORP COM | P | 2014-01-31 | 2020-03-31 | $4,790 | $5,709 | -$919 | -$919 |
| UNITED TECHS CORP COM | P | 2014-09-30 | 2020-03-31 | $9,579 | $10,572 | -$993 | -$993 |
| WELLS FARGO & CO NEW DEL | P | 2012-05-21 | 2020-03-31 | $22,963 | $25,077 | -$2,114 | -$2,114 |
| WELLS FARGO & CO NEW DEL | P | 2013-01-14 | 2020-03-31 | $22,963 | $27,872 | -$4,909 | -$4,909 |
| APPLE INC | P | 2016-04-27 | 2020-09-11 | $33,586 | $7,318 | $26,268 | $26,268 |
| APPLE INC | P | 2016-04-27 | 2020-11-02 | $32,550 | $7,318 | $25,232 | $25,232 |
| GLOBE LIFE INC | P | 2020-03-31 | 2020-11-02 | $41,646 | $36,832 | $4,814 | $4,814 |
| INTEL CORP | P | 2012-03-29 | 2020-11-02 | $53,220 | $33,847 | $19,373 | $19,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,127 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,814 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $365,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,268,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $357,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,446,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $323,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,033,298 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $342,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,500,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $335,034 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,958,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048148 | DistributionYr5Rt |
| Total Distribution | 0.245099 | TotalDistributionRt |
| Average Distribution | 0.049020 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,446,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $365,019 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,597 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $368,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $368,984 | 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 | $3,597 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,597 | SubtotalAmt |
| Tax Based On Investment Income | $3,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,203 | OverpaymentAmt |
| Applied To ES Tax | $1,203 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ELIZABETHALYNNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFF PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4255982400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH ST SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| TRACI A KENNEDY | ||||||||
| 9629 SW QUARTERMASTER DR | VASHON | WA | 98070 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODY L MOSS | ||||||||
| PO BOX 1423 | KETCHUM | ID | 83340 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH KENNEDY | ||||||||
| 12715 SHORT AVE | LOS ANGELES | CA | 90066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHLOE LYNN | ||||||||
| 307 W OLYMPIC PLACE 106 | SEATTLE | WA | 98119 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,035,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,559,724 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,559,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,446,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,597 | TotalTaxAmt |
| Distributable Before Adj | $368,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $368,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $368,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $368,984 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $368,984 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,597 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $365,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $344,069 | UndistributedIncomePYAmt |
| Qualifying Distributions | $368,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $344,069 | AppliedToYear1Amt |
| Applied To Current Year | $24,915 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $343,804 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH A LYNN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | APPLICATIONS@ELIZABETHALYNNFOUNDATION.OR | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST SUBMIT A LETTER OF INQUIRY. THESE ORGANIZATIONS WILL BE NOTIFIED OF FINAL APPROVAL OR DENIAL BY MAY 31. GUIDELINES ARE AVAILABLE ON THE WEBSITE. WWW.ELIZABETHALYNNFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTER OF INQUIRY IS DUE BETWEEN DECEMBER 1 AND JANUARY 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ELIZABETH A. LYNN FOUNDATION PRIMARILY CONTRIBUTES TO ORGANIZATIONS WITH A FOCUS ON EDUCATION IN THE PUGET SOUND CORRIDOR OF WASHINGTON, BLAINE COUNTY, IDAHO, AND LOS ANGELES, CALIFORNIA. IN ADDITION, 10% OF THE FOUNDATION'S DISTRIBUTIONS WILL GO TO ORGANIZATIONS WITH A FOCUS ON CANCER RESEARCH, DOMESTIC VIOLENCE, AND CATHOLIC CHARITIES AND AN ADDITIONAL 10% WILL GO TO DISASTER RELIEF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COCOON HOUSE | ||||||
| 3530 COLBY AVENUE | EVERETT | WA | 98201 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| COLLEGE POSSIBLE WASHINGTON | ||||||
| 3211 MARTIN LUTHER JRWAY | SEATTLE | WA | 98144 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| COMMON THREADS FARM | ||||||
| PO BOX 841 | BELLINGHAM | WA | 98227 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| COMMUNITIES IN SCHOOLS OF RENTON | ||||||
| 1055 S GRADY WAY | RENTON | WA | 98057 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| THE DOVE PROJECT | ||||||
| PO BOX 1341 | VASHON | WA | 98070 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| GEEKING OUT KIDS OF COLOR | ||||||
| 1610 BELMONT AVE 604 | SEATTLE | WA | 98122 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| GOODWIN CONNECTIONS | ||||||
| 1631 15TH AVE W STE 116 | SEATTLE | WA | 98119 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| HOLOCAUST CENTER FOR HUMANITY | ||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| HOPESPARKS | ||||||
| 6424 N 9TH STREET | TACOMA | WA | 98406 | PC | EDUCATIONAL PROGRAMS | $20,000 |
| HUNGER INTERVENTION PROGRAM | ||||||
| 3841 NE 123RD STREET | SEATTLE | WA | 98125 | PC | EDUCATIONAL PROGRAMS | $6,000 |
| JET CITY IMPROV | ||||||
| 5510 UNIVERSITY WAY NE | TACOMA | WA | 98105 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| MAX HIGBEE CENTER | ||||||
| 1210 BAY STREET 102 | BELLINGHAM | WA | 98225 | PC | EDUCATIONAL PROGRAMS | $25,000 |
| MORNINGSIDE | ||||||
| PO BOX 7936 | OLYMPIA | WA | 98507 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| SAWHORSE REVOLUTION | ||||||
| 801 2ND AVE STE 501 | BELLEVUE | WA | 98104 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| SEATTLE EDUCATION ACCESS | ||||||
| 6920 ROOSEVELT WAY NW355 | SEATTLE | WA | 98115 | PC | EDUCATIONAL PROGRAMS | $7,500 |
| TAVON LEARNING CENTER | ||||||
| PO BOX 1243 | ISSAQUAH | WA | 98027 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| WHATCOM CENTER FOR EARLY LEARNING | ||||||
| 2001 H STREET | BELLINGHAM | WA | 98225 | PC | EDUCATIONAL PROGRAMS | $25,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | PC | EDUCATIONAL PROGRAMS | $12,500 |
| YWCA PIERCE COUNTY | ||||||
| 405 BROADWAY | TACOMA | WA | 98402 | PC | EDUCATIONAL PROGRAMS | $3,750 |
| CAMP RAINBOW GOLD INC | ||||||
| 216 WEST JEFFERSON | BOISE | ID | 83702 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| GIRLS ON THE RUN OF SOUTHERN IDAHO | ||||||
| 1050 FOX ACRES ROAD | HAILEY | ID | 83333 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| HEMINGWAY STEAM SCHOOL | ||||||
| PO BOX 298 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $2,203 |
| THE HUNGER COALITION | ||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| PIONEER MONTESSORI SCHOOL | ||||||
| PO BOX 1809 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| SILVER CREEK HIGH SCHOOL | ||||||
| 1060 FOX ACRES ROAD | HAILEY | ID | 83333 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| A PLACE CALLED HOME | ||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PC | EDUCATIONAL PROGRAMS | $20,000 |
| THE BOOK TRUCK | ||||||
| 733 WALNUT AVENUE | LONG BEACH | CA | 90813 | PC | EDUCATIONAL PROGRAMS | $6,000 |
| BOUNDLESS BRILLIANCE | ||||||
| 15701 SHERMAN WAYAVE8079 | VAN NUYS | CA | 91409 | PC | EDUCATIONAL PROGRAMS | $6,000 |
| BRIGHT PROSPECT | ||||||
| 1460 E HOLT AVE STE 74 | POMONA | CA | 91767 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| GET LIT-WORDS IGNITE | ||||||
| 672 S LA FAYETTE PL 10 | LOS ANGELES | CA | 900573251 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| HUMAN-I-T | ||||||
| 230 E 3RD ST STE A | LONG BEACH | CA | 90802 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| SCHOOL ON WHEELS INC | ||||||
| PO BOX 23371 | VENTURA | CA | 93002 | PC | EDUCATIONAL PROGRAMS | $6,775 |
| JOURNEYMEN INSTITUTE | ||||||
| PO BOX 2238 | VASHON | WA | 98070 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| SHORT AVENUE ELEMENTARY | ||||||
| 12814 MAXELLA AVENUE | LOS ANGELES | CA | 90066 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 SOUTH SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| WORLD ANIMAL PROTECTION US | ||||||
| 535 EIGHTH AVE 3RD FLOOR | NEW YORK | NY | 10018 | PC | EDUCATIONAL PROGRAMS | $15,000 |
| BLAINE COUNTY SENIORS COUNCIL INC | ||||||
| PO BOX 28 | HAILEY | ID | 83333 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| FOUNDATION FOR TACOMA STUDENTS | ||||||
| 919 S 9TH STREET | TACOMA | WA | 98405 | PC | EDUCATIONAL PROGRAMS | $14,250 |
| OUR FAMILY FARMS | ||||||
| PO BOX 555 | MEDFORD | OR | 97501 | PC | EDUCATIONAL PROGRAMS | $14,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $349,228 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,303 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $399,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,430 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,400 | Amt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2011-10-26 | AcquiredDt |
| Cost Or Other Basis | $3,500 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,500 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 3.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVNCD MICRO D INC | $37,132 | $74,128 |
| ALIBABA GROUP HOLDING LT | $53,245 | $79,008 |
| ALPHABET INC SHS CL A | $55,987 | $87,720 |
| ALTRIA GROUP INC | $42,512 | $47,796 |
| AMAZON | $30,377 | $316,804 |
| AMERICAN TOWER REIT INC | $35,845 | $115,600 |
| APPLE INC | $42,593 | $261,910 |
| ASTRAZENECA PLC SPND | $22,777 | $42,352 |
| ATLANTICA SUSTAINABLE INFRA PLC | $48,280 | $68,780 |
| BRISTOL-MYERS SQUIBB CO | $39,202 | $43,680 |
| BROADCOM LTD | ||
| CHUBB LTD | $44,861 | $59,132 |
| CONAGRA BRANDS INC | $34,612 | $43,872 |
| DIAGEO PLC SPSD ADR | $40,051 | $61,980 |
| DOVER CORP | $30,326 | $48,812 |
| ELI LILLY & CO | $34,976 | $36,413 |
| EXXON MOBIL CORP | ||
| FREEPORT-MCMORAN INC | $72,824 | $93,560 |
| GENL DYNAMICS CORP | $31,044 | $59,740 |
| HESS CORP | $69,449 | $70,770 |
| HOME DEPOT, INC | $23,881 | $138,705 |
| HONEYWELL INTL INC DEL | $40,544 | $61,176 |
| INTEL CORP | ||
| JOHNSON & JOHNSON CO | $18,764 | $43,404 |
| JP MORGAN CHASE & CO | $27,570 | $70,728 |
| MCDONALDS CORP | $38,085 | $86,976 |
| MERCK AND CO INC SHS | ||
| METLIFE INC | $31,137 | $46,170 |
| MONDELEZ INTERNATIONAL INC | $30,891 | $68,940 |
| NEWMONT GOLDCORP CORP | $13,183 | $23,116 |
| ORACLE CORP | $28,552 | $57,720 |
| PARKER HANNIFIN CORP | $87,200 | $106,904 |
| PEPSICO INC | $37,316 | $72,115 |
| ROCHE HOLDING LTD | $41,310 | $57,148 |
| ROYAL DUTCH SHELL PLC | $44,209 | $32,450 |
| SHELL MIDSTREAM PARTNERS | ||
| SOUTHWEST AIRLNS CO | $39,149 | $46,340 |
| TENCENT HOLDINGS LTD | $49,685 | $137,981 |
| UNITED TECHS CORP | ||
| WAL-MART STORES INC | $39,474 | $91,674 |
| WELLS FARGO & CO |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGEL OAK MULTI STRATEGY INC FD | AT COST | $81,715 | $69,667 |
| BLACKROCK INCOME FUND CL INSTL | AT COST | $138,207 | $140,394 |
| BLACKROCK STRATEGIC INC OPPORTUNITY | AT COST | $82,541 | $84,206 |
| DELAWARE HEALTHCARE FUND CLASS | AT COST | $54,074 | $63,192 |
| EATON VANCE FLOATING RT FD | AT COST | $49,479 | $50,676 |
| EATON VANCE FLOATING RT MUNI FD | AT COST | $49,514 | $49,413 |
| EATON VANCE WORLDWIDE HEALTH | AT COST | $89,985 | $122,511 |
| GOLDMAN SACHS MID CAP | AT COST | $20,242 | $32,855 |
| GOLDMAN SACHS STRATEGIC INC FD | AT COST | $130,155 | $122,961 |
| HARTFORD FLOATING RT FD | AT COST | $96,407 | $88,976 |
| MATERIALS SELECT SECTOR SPDR FD | AT COST | $78,210 | $85,188 |
| NUVEEN SANTA BARBARA DIV GROWTH | AT COST | $228,768 | $430,785 |
| NUVEEN SMALL CAP VALUE | AT COST | $107,976 | $223,764 |
| PIMCO INCOME FD CL P | AT COST | $90,658 | $87,393 |
| PIMCO TOTAL RETURN FD | AT COST | $85,726 | $89,774 |
| PIMCO DYNAMIC BOND FD | AT COST | $92,128 | $87,429 |
| PIONEER STRATEGIC INCOME FD | AT COST | $140,480 | $147,229 |
| SECTOR SPDR INDUSTRIAL | AT COST | ||
| SPDR DJ WILSHIRE INTL | AT COST | ||
| SPDR S P BIOTECH | AT COST | $52,257 | $79,920 |
| SPDR S&P MIDCAP 400 ETF | AT COST | $156,319 | $395,780 |
| T ROWE PRICE GROWTH STK FD | AT COST | $594,109 | $1,788,129 |
| T ROWE PRICE INTL GROWTH & INC | AT COST | $303,601 | $325,745 |
| TEMPLETON GLOBAL BOND FD | AT COST | $96,043 | $71,702 |
| VANGUARD TOTAL STOCK MARKET INDEX | AT COST | $81,686 | $221,034 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $3,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,500 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $5,765 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| TMA FEES | $43,372 | $39,035 | $4,337 |
| FOREIGN TAXES | $557 | $557 | |
| WEBSITE | $300 | $300 | |
| DEPOSITORY BANK FEES | $108 | $108 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,719 | Amt |
| Disbursements Charitable Prps | $10,719 | DisbursementsCharitablePrpsAmt |
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