THE MARY SEE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE MARY SEE FOUNDATION (EIN 95-6038358)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-23
IRS object ID
202122669349100812
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

FieldValueIRS element (for citing)
Return2021-09-23T18:34:44-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911223179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HELLAM VARON & CO INC PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11750 112TH AVENUE NE SUITE E200AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956038358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARY SEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone2065506487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3308AddressLine1Txt
CityRENTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY SEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2065506487PhoneNum
Signature2021-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARRYPersonFirstNm
Person LastSEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGINA CHANGPreparerPersonNm
PTINP00355685PTIN
Phone4254539192PhoneNum
Preparation2021-09-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,592,558FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$61,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,932DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$168,684NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,284,401GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$168,684CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,616TotalRevAndExpnssAmt
Total Net Invst Incm$230,616TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,880OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,440OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,440OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,886TaxesRevAndExpnssAmt
Taxes Net Invst Incm$986TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$125TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,453OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,390OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$63OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,846TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,658TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$303,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$303,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$332,279TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,846TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$306,658TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,663ExcessRevenueOverExpensesAmt
Net Investment Income$205,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,161CashBOYAmt
Cash EOY$20,354CashEOYAmt
Cash EOYFMV$20,354CashEOYFMVAmt
Sav And Temp Cash Invst BOY$146,263SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$192,658SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$192,658SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,043,520CorporateStockBOYAmt
Corporate Stock EOY$1,017,011CorporateStockEOYAmt
Corporate Stock EOYFMV$1,647,267CorporateStockEOYFMVAmt
Corporate Bonds BOY$964,965CorporateBondsBOYAmt
Corporate Bonds EOY$839,378CorporateBondsEOYAmt
Corporate Bonds EOYFMV$885,811CorporateBondsEOYFMVAmt
Other Investments BOY$833,989OtherInvestmentsBOYAmt
Other Investments EOY$824,109OtherInvestmentsEOYAmt
Other Investments EOYFMV$845,743OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$725OtherAssetsEOYAmt
Other Assets EOYFMV$725OtherAssetsEOYFMVAmt
Total Assets BOY$2,995,898TotalAssetsBOYAmt
Total Assets EOY$2,894,235TotalAssetsEOYAmt
Total Assets EOYFMV$3,592,558TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$1,517,388AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,517,388AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,478,510RetainedEarningBOYAmt
Retained Earning EOY$1,376,847RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,995,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,894,235TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,995,898TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,894,235TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,995,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,663ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,894,235SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,894,235TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$246,222$216,806$29,416$29,416
PUBLICLY TRADED SECURITIES$939,506$862,307$77,199$77,199
PUBLICLY TRADED SECURITIES$86,587$30,960$55,627$55,627
PUBLICLY TRADED SECURITIES$5,644$5,644$0$0
CAPITAL GAINS DIVIDENDS$6,442$6,442$6,442P
FieldValueIRS element (for citing)
Capital Gain Net Income$168,684CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,860InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,860SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,860TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,585EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,585TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$725OverpaymentAmt
Applied To ES Tax$725AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRHONDA SLATERIndividualWithBooksNm
Phone2065506487PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3308AddressLine1Txt
CityRENTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY A SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005PRESIDENT/SECRETARY2.00$0$0$0
RHONDA SLATER
1215 120TH AVENUE NE 202BELLEVUEWA98005ASST SECRETARY1.00$0$0$0
RICHARD W SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005VICE PRESIDENT1.00$0$0$0
BRUCE M PYM
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
STEPHEN D VARON
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
MAUREEN SEE
1215 120TH AVENUE NE 202BELLEVUEWA98005DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,458,645AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,652AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,465,297TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,465,297AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,979CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,413,318NetVlNoncharitableAssetsAmt
Minimum Investment Return$170,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$170,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,860TaxBasedOnInvestmentIncomeAmt
Total Tax$2,860TotalTaxAmt
Distributable Before Adj$167,806DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$167,806DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$167,806DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$306,658ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$306,658QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$306,658AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$167,806DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$82,098ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,593ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$115,811ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,682ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,609ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$604,793TotalExcessDistributionCyovAmt
Qualifying Distributions$306,658QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$167,806AppliedToCurrentYearAmt
Remaining Distri From Corpus$138,852RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$743,645TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$82,098ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$661,547ExcessDistriCyovToNextYrAmt
Excess From Year4$132,593ExcessFromYear4Amt
Excess From Year3$115,811ExcessFromYear3Amt
Excess From Year2$140,682ExcessFromYear2Amt
Excess From Year1$133,609ExcessFromYear1Amt
Excess From Current Year$138,852ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRY A SEE THE MARY SEE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11215 120TH AVENUE NE 202AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4254510780RecipientPhoneNum
Form And Info And MaterialsSUBMIT LETTER DESCRIBING ORGANIZATION AND INTENDED USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMIT PRIOR TO NOV 1. SOME GIFTS ARE MADE EARLIER, BUT FINAL BOARD ACTION FOR THE YEAR OCCURS AROUNSubmissionDeadlinesTxt
Restrictions On AwardsGIFTS ARE MADE TO 501(C)(3) ORGANIZATIONS AND ALSO 170(C)(1) STATE AND LOCAL INSTITUTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
5TH AVENUE THEATRE
1308 5TH AVENUESEATTLEWA98101PCCHARITABLE$10,000
AIRLIFT NORTHWEST (UW MEDICINE)
PO BOX 35804SEATTLEWA98195PCCHARITABLE$10,000
ANIMAL HOSPICE SANCTUARY
PO BOX 428FRIDAY HARBORWA98250PCCHARITABLE$8,000
ANIMAL PROTECTION SOCIETY
111 SHELTER ROADFRIDAY HARBORWA98250PCCHARITABLE$5,000
ATTAIN HOUSING
125 STATE STREET SKIRKLANDWA98033PCCHARITABLE$7,500
BACA
PO BOX 1424RENTONWA98057PCCHARITABLE$5,000
BEYOND TYPE ONE
545 MIDDLEFIELD RD 220MENLO PARKCA94025PCCHARITABLE$5,000
BOYS AND GIRLS CLUB OF COACHELLA VALLEY
42600 COOK STREET 120PALM DESERTCA92211PCCHARITABLE$5,000
CENTER FOR CHILDREN AND YOUTH JUSTICE
615 2ND AVENUE 275SEATTLEWA98104PCCHARITABLE$5,000
COMMUNITY HOME TRUST
435 ARGYLE AVENUEFRIDAY HARBORWA98250PCCHARITABLE$5,000
FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250PCCHARITABLE$25,000
HOSPICE OF SAN JUAN
PO BOX 1434FRIDAY HARBORWA98250PCCHARITABLE$8,000
HUCKLEBERRY YOUTH PROGRAM
3310 GEARY BLVDSAN FRANCISCOCA98118PCCHARITABLE$5,000
LIFEWIRE
PO BOX 6398BELLEVUEWA98008PCCHARITABLE$10,000
MARINE MAMMAL CENTER
MARIN HEADLANDS GGNRASAUSALITOCA94965PCCHARITABLE$2,000
NATIONAL DISASTER SEARCH DOG FOUNDATION
6800 WHEELER CANYON ROADSANTA PAULACA93060PCCHARITABLE$5,000
NEW HORIZONS
2709 3RD AVENUESEATTLEWA98121PCCHARITABLE$10,000
PAD (DOGS TO DETECT PARKINSONS)
PO BOX 2703FRIDAY HARBORWA98250PCCHARITABLE$3,000
PEDIATRIC INTERIM CARE CENTER
328 4TH AVENUE SKENTWA98032PCCHARITABLE$10,000
PROJECT AVARY
1018 GRAND AVENUESAN RAFAELCA94901PCCHARITABLE$5,000
PROJECT OPEN HAND
730 POLK STREETSAN FRANCISCOCA94109PCCHARITABLE$5,000
SAN FRANCISCO ART INSTITUTE
800 CHESTNUT STREETSAN FRANCISCOCA94133PCCHARITABLE$1,000
SAN JUAN EMT ASSOCIATION
PO BOX 1243FRIDAY HARBORWA98250PCCHARITABLE$5,000
SAN JUAN ISLAND FIREFIGHTERS
1101 MULLIS STREETFRIDAY HARBORWA98250PCCHARITABLE$4,000
SAN JUAN ISLANDS MUSEUM OF ART
PO BOX 339FRIDAY HARBORWA98250PCCHARITABLE$1,000
SEATTLE ANGELS
4616 26TH AVENUE NE 313SEATTLEWA98105PCCHARITABLE$3,000
SEATTLE CANCER CARE ALLIANCE
1100 FAIRVIEW AVENUE NO D5-310SEATTLEWA98109PCCHARITABLE$5,000
SEVA FOUNDATION
1786 FIFTH STREETBERKELEYCA94710PCCHARITABLE$45,000
SUMMER SEARCH
1109 1ST AVENUE 205SEATTLEWA98101PCCHARITABLE$5,000
TEMPLE BETH AM
2632 NE 80TH STREETSEATTLEWA98115PCCHARITABLE$5,000
THE SOPHIA WAY
11061 2ND 223BELLEVUEWA98004PCCHARITABLE$13,000
UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111PCCHARITABLE$5,000
VISION HOUSE
PO BOX 2951RENTONWA98056PCCHARITABLE$10,000
WASHINGTON WOMEN IN NEED
232 5TH AVENUE S 201KIRKLANDWA98033PCCHARITABLE$15,000
WELLSPRING
1900 RAINIER AVENUE SSEATTLEWA98144PCCHARITABLE$5,000
WOMEN'S FUND FOUNDATION
2100 24TH AVENUE S 330SEATTLEWA98144PCCHARITABLE$5,000
YMCA OF MARIN
YMCA YOUTH COURT 1500 LOS GAMOS DRSAN RAFAELCA94903PCCHARITABLE$5,000
COLLEGE OF THE DESERT FOUNDATION
43500 MONTEREY AVENUEPALM DESERTCA92260PCCHARITABLE$5,000
RACE FOR THE CURE-AMERICAN CANCER SOCIETY
13770 NOEL ROAD SUITE 801889DALLASTX75380PCCHARITABLE$2,500
EMPOWERING STRIDES
13525 LOST LAKE ROADSNOHOMISHWA98296PCCHARITABLE$7,500
EAST LA WOMENS CENTER
1431 SOUTH ATLANTIC BLVDLOS ANGELESCA90022PCCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$303,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,932ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$168,684ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$230,616ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$230,616TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND CONSULTINGCategoryTxt
Amt$4,050Amt
Net Investment Income$2,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$839,378EOYBookValueAmt
EOYFMV$885,811EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,017,011EOYBookValueAmt
EOYFMV$1,647,267EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$824,109BookValueAmt
EOYFMV$845,743EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$10LegalFeesAmt
Net Investment Income$5NetInvestmentIncomeAmt
Disbursements Charitable Prps$5DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID FEDERAL EXCISE TAX DEPOSITSDesc
EOY Book Value$725EOYBookValueAmt
EOYFMV$725EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$26,490$26,490$0
MISCELLANEOUS-$6,163-$6,163$0
OFFICE EXPENSES$126$63$63

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPINGCategoryTxt
Amt$2,880Amt
Net Investment Income$1,440NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,440DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$861$861$0
TAXES AND LICENSES$250$125$125
FEDERAL EXCISE TAXES$775$0$0

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