GROWING TREE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GROWING TREE FOUNDATION INC (EIN 46-1533212)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202121309349100722
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T09:10:52-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | 461533212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROWING TREE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROW | BusinessNameControlTxt |
| Phone | 2062237000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 5TH AVE NO 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M DRACKETT JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062237000 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSON PETERS | PreparerPersonNm |
| PTIN | P01821268 | PTIN |
| Phone | 2065777880 | PhoneNum |
| 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 | $4,966,096 | 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 |
| Interest On Sav Rev And Expnss | $16,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,132,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,348 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,195 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $598 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $597 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,707 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $889,377 | CashBOYAmt |
| Cash EOY | $807,778 | CashEOYAmt |
| Cash EOYFMV | $807,778 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,093,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,996,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,572,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $275,943 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $149,372 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $155,530 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,350,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,471,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,430,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,609,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,424,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,966,096 | 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 | $4,609,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,424,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,609,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,424,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,609,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,424,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,609,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,424,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,424,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,113,583 | $1,122,842 | -$9,259 | -$9,259 | |
| CAPITAL GAINS DIVIDENDS | $18,607 | $18,607 | $18,607 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,348 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,120,015 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029883 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,071,304 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034350 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,567 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,118,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,227 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,033,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,136,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035803 | DistributionYr5Rt |
| Total Distribution | 0.195034 | TotalDistributionRt |
| Average Distribution | 0.039007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,113,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $200,046 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,257 | 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 | $581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,459 | OverpaymentAmt |
| Applied To ES Tax | $3,459 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 | CHARLES M DRACKETT JR | IndividualWithBooksNm |
| Phone | 2062237000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LANE POWELL 1420 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012375 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES M DRACKETT JR | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN G DRACKETT | ||||||||
| 13313 SALISHAN LANE | MOUNT VERNON | WA | 98273 | SECRETARY/ TREASURER | 0.00 | $0 | $0 | $0 |
| MARY FRANCES BURGIN | ||||||||
| 1551 BEN SAWYER BLVD 46 | MT PLEASANT | SC | 29464 | DIRECTOR | 0.00 | $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 | $4,221,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $970,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,191,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,191,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,113,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $255,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $255,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $255,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $255,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $255,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,257 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $581 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $256,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $255,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $251,520 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $251,520 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $249,361 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES M DRACKETT JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AERIAL DANCE CHICAGO | |||||||
| 4028 W IRVING PARK RD | CHICAGO | IL | 60641 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10033 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| COPE ENVIRONMENTAL CENTER | |||||||
| 1730 AIRPORT ROAD | CENTERVILLE | IN | 47330 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| DONORSCHOOSE | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 | |
| EQUITY IN EDUCATION COALITION SEATTLE | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 | |
| FILAMENT THEATRE OF CHICAGO | |||||||
| 4041 N MILWAUKEE AVE | CHICAGO | IL | 60641 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| LANGSTON | |||||||
| 104 17TH AVE S | SEATTLE | WA | 98144 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| PADILLA BAY FOUNDATION | |||||||
| 10381 BAYVIEW EDISON RD | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| PADILLA BAY FOUNDATION | |||||||
| 10381 BAYVIEW EDISON RD | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 | |
| SAINT PAULS EPISCOPAL CHURCH | |||||||
| 323 CATHERINE ST | WALLA WALLA | WA | 99362 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $8,000 | |
| SCHOOL OF ACROBATICS & NEW CIRCUS ARTS | |||||||
| 674 S ORCAS STREET | SEATTLE | WA | 98108 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $1,000 | |
| SHUNPIKE - DACHA THEATHER | |||||||
| 815 SEATTLE BOULEVARD S STE 215 | SEATTLE | WA | 98134 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $550 | SHUNPIKE |
| SKAGIT COMMUNITY FOUNDATION | |||||||
| PO BOX 1763 1220 MEMORIAL HWY SUITE | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | C |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 | |
| THE NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE 6TH FLOOR | CAMBRIDGE | MA | 02138 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $7,500 | |
| UNITED WAY OF SKAGIT COUNTY | |||||||
| PO BOX 451 | BURLINGTON | WA | 98233 | 501(C)(3) | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,712 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,712 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,220 | Amt |
| Net Investment Income | $5,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,110 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OREGON SCH BRDS ASSN | $10,072 | $10,302 |
| PENNSYLVANIA ST TPK COMMN SPL | $44,304 | $49,342 |
| TARGET CORP SR NT | $5,070 | $5,586 |
| UNITED STATES TREAS NTS | $39,598 | $40,300 |
| UTAH ST | $50,328 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL 2000 | $88,046 | $134,732 |
| SPDR S&P 500 | $945,419 | $1,366,035 |
| SPDR S&P MIDCAP | $546,274 | $660,986 |
| SPDR S&P DIVIDEND | $35,705 | $35,659 |
| VANGUARD HIGH DIVIDEND YIELD ETF | $30,345 | $31,433 |
| BARON DISCOVERY INSTITUTIONAL | $85,464 | $110,064 |
| EATON VANCE GROWTH TR | $113,075 | $104,391 |
| ISHARES CORE S&P SMALL-CAP | $54,893 | $42,886 |
| CENTERSTONE INVESTORS | $97,117 | $85,830 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS RLTY | AT COST | $218,646 | $186,047 |
| VITTORIA OFFSHORE LTD | AT COST | $1,252,508 | $1,244,725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,195 | LegalFeesAmt |
| Net Investment Income | $598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $597 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,700 | Amt |
| Net Investment Income | $10,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $200 | $0 | $0 |
| EXCISE TAXES | $6,257 | $0 | $0 |
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