ROTARY CLUB OF BELLINGHAM FOUNDATION: Form 990, tax year 2020
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- Organization
- ROTARY CLUB OF BELLINGHAM FOUNDATION (EIN 91-1896302)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-08-12
- IRS object ID
- 202112249349302371
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-12T15:52:48-04:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331161921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH STAR TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 BICKFORD AVE | AddressLine1Txt |
| City | SNOHOMISH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98290 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911896302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF BELLINGHAM FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28113 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3603190724 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan L Thomson | PreparerPersonNm |
| PTIN | P00097073 | PTIN |
| Phone | 4253798085 | PhoneNum |
| Preparation | 2021-08-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS WILLIAMS | PrincipalOfficerNm |
| Gross Receipts | $172,546 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NON PROFITS AND SCHOLARSHIPS FOR STUDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,030 | PYContributionsGrantsAmt |
| CY Contributions Grants | $144,349 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,197 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $175,145 | PYTotalRevenueAmt |
| CY Total Revenue | $172,546 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $186,148 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $223,882 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $960 | PYOtherExpensesAmt |
| CY Other Expenses | $1,184 | CYOtherExpensesAmt |
| PY Total Expenses | $187,108 | PYTotalExpensesAmt |
| CY Total Expenses | $225,066 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$52,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,512,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,832,475 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,512,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,832,475 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RECEIVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NON PROFITS AND SCHOLARSHIPS FOR STUDENTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $116,651 | ExpenseAmt |
| Grant | $116,131 | GrantAmt |
| Desc | SPECIAL PROJECTS GRANTS AND SCHOLARSHIP GRANTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,119 | ExpenseAmt |
| Grant | $107,751 | GrantAmt |
| Desc | COMMUNITY PROJECTS GRANTS TO 501(C)3 ORGANIZATIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $224,770 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN THOMSON | PersonNm |
| Phone | 3603190724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28113 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MAURI INGRAM | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SNYDER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERI TREAT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN THOMSON | |||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENNIS WILLIAMS | |||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DC MORSE JR | |||||||
| VICE-PRESIDENT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID BLAIR | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $144,349 | AllOtherContributionsAmt |
| Total Contributions | $144,349 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,197 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,197 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,382 | TotalAmt |
| Program Services | $221,382 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $888 | $888 | |
| OPERATING EXPENSES | $296 | $296 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,066 | TotalAmt |
| Program Services | $224,770 | ProgramServicesAmt |
| Management And General | $296 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,956 | BOYAmt |
| EOY | $75,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,391 | BOYAmt |
| EOY | $1,757,175 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,347 | BOYAmt |
| EOY | $1,832,475 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,108 | BOYAmt |
| EOY | $1,295,796 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,239 | BOYAmt |
| EOY | $536,679 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,347 | BOYAmt |
| EOY | $1,832,475 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,347 | BOYAmt |
| EOY | $1,832,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$52,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $372,648 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,349 | CurrentTaxYearAmt |
| Total | $997,712 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,679 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,349 | CurrentTaxYearAmt |
| Total | $997,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $121,380 | SubstantialContributorsTotAmt |
| Public Support Total170 | $876,332 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,526 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,197 | CurrentTaxYearAmt |
| Total | $138,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,136,191 | TotalSupportAmt |
| Public Support CY170 | 0.77130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,448,063 | BeginningYearBalanceAmt |
| Contributions | $7,722 | ContributionsAmt |
| Investment Earnings Or Losses | $400,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,477 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $520 | AdministrativeExpensesAmt |
| End Year Balance | $1,768,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,444,130 | BeginningYearBalanceAmt |
| Contributions | $914 | ContributionsAmt |
| Investment Earnings Or Losses | $53,519 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $690 | AdministrativeExpensesAmt |
| End Year Balance | $1,444,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,408,175 | BeginningYearBalanceAmt |
| Contributions | $12,080 | ContributionsAmt |
| Investment Earnings Or Losses | $81,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $680 | AdministrativeExpensesAmt |
| End Year Balance | $1,444,130 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $966,059 | BeginningYearBalanceAmt |
| Contributions | $420,090 | ContributionsAmt |
| Investment Earnings Or Losses | $76,317 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,291 | AdministrativeExpensesAmt |
| End Year Balance | $1,408,175 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $866,259 | BeginningYearBalanceAmt |
| Contributions | $18,478 | ContributionsAmt |
| Investment Earnings Or Losses | $5,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $550 | AdministrativeExpensesAmt |
| End Year Balance | $856,580 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAX HIGBEE CENTER | ||||||||||||
| 1400 N STATE ST | BELLINGHAM | WA | 98225 | 911275451 | 501C3 | $107,751 | CAPITAL ASSISTANCE | |||||
| WHATCOM COMMUNITY FOUNDATION | ||||||||||||
| 1500 CORNWALL AVE SUITE 202 | BELLINGHAM | WA | 98225 | 911726410 | 501C3 | $62,477 | SCHOLARSHIPS | |||||
| BELLINGHAM TECHNICAL COLLEGE | ||||||||||||
| 3028 LINDBERGH AVE | BELLINGHAM | WA | 98225 | 911658027 | 501C3 | $16,000 | SCHOLARSHIPS | |||||
| IPA FOUNDATION | ||||||||||||
| 1621 CORNWALL AVE | BELLINGHAM | WA | 98225 | 821554460 | 501C3 | $16,154 | COMMUNITY SUPPORT | |||||
| MERCY HOUSING NORTHWEST | ||||||||||||
| 6930 MLK JR WAY SOUTH | SEATTLE | WA | 98118 | 911546525 | 501C3 | $8,000 | SCHOLARSHIP SUPPORT | |||||
| ROTARY DISTRICT 5050 | ||||||||||||
| $5,000 | COMMUNITY SUPPORT | CO 409-2488 KELLY AVE | PORT COQUITLAM | BRITISH COLUMBIA | CA | V3C 1Y4 | ||||||
| OTHERS | ||||||||||||
| 501C3 | $6,000 | COMMUNITY SUPPORT | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ARE THAT THE ORGANIZATION REQUESTS REPORT ON THE USE OF GRANT FUNDS. FOR LOCAL AWARDS, A VISUAL INSPECTION OF THE PROJECT IS PERFORMED WHEN COMPLETED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | FEDERAL INCOME TAX RETURN 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE TAX RETURN |
| Conflict of interest policy compliance Part VI line 12c | EACH DIRECTOR DISCLOSES ANY CONFLICTS ANNUALLY AND THIS IS REVIEWED BY THE BOARD AS A WHOLE |
| Form 990 availability to public Part VI line 18 | FEDERAL INCOME TAX RETURN FORM 990 IS AVAILABLE UPON REQUEST TO THE BOARD OF DIRECTORS |
| Governing documents etc available to public Part VI line 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE BOARD OF DIRECTORS |
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