BLAKEMORE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BLAKEMORE FOUNDATION (EIN 91-1505735)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202133029349100443
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T16:33:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911505735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAKEMORE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EUGENE LEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAK | BusinessNameControlTxt |
| Phone | 2064274838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 FIFTH AVENUE NO 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE LEE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2064274838 | PhoneNum |
| Signature | 2021-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUGENE | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORRISSETTE | PreparerPersonNm |
| PTIN | P01242961 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2021-10-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,059,207 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $987,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $101 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $549,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,798 | 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 |
| Accounting Fees Rev And Expnss | $4,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,401 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,911 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,645 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,804 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,804 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,738 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,738 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $116,879 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $665,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $665,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $797,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$328,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $299,710 | CashBOYAmt |
| Cash EOY | $159,083 | CashEOYAmt |
| Cash EOYFMV | $159,083 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,235,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,040,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,893,574 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,550 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,550 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,534,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,205,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,059,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,755,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,755,193 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$220,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$549,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,534,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,205,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,534,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,205,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,534,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$328,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,206,098 | SubtotalAmt |
| Other Decreases | $359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,205,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #1227 | P | 2020-01-01 | 2020-12-31 | $29,016 | $29,999 | -$983 | -$983 |
| MORGAN STANLEY #1227 | P | 2019-01-01 | 2020-12-31 | $803,569 | $779,176 | $24,393 | $24,393 |
| MORGAN STANLEY #0933 | P | 2020-01-01 | 2020-12-31 | $115,000 | $115,094 | -$94 | -$94 |
| CAPITAL GAINS DIVIDENDS | P | $39,564 | $39,564 | $39,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,880 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,728 | OverpaymentAmt |
| Applied To ES Tax | $4,728 | 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 | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BLAKEMOREFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | EUGENE LEE | IndividualWithBooksNm |
| Phone | 2064274838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 FIFTH AVENUE SUITE 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PAUL ATKINS | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | ASIAN LANGUAGES LITERATURE BOX 35 | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HEEKYOUNG CHO | |||||||||
| UNIVERSITY OF WASHINGTONDEPT OF | ASIAN LANGUAGES LITERATURE BOX 35 | SEATTLE | WA | 981953521 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MIMI GARDNER GATES | |||||||||
| 5161 NE 41ST STREET | SEATTLE | WA | 98105 | BOARD CHAIR & BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| R KENT GUY | |||||||||
| 2515 CROASDAILE FARM PKWY 4 | DURHAM | NC | 27705 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| CHRISTOPHER R HELM | |||||||||
| DAVIS WRIGHT TREMAINE 920 FIFTH | AVENUE SUITE 3300 | SEATTLE | WA | 981041610 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ROBERT A KAPP | |||||||||
| 851 54TH STREET | PORT TOWNSEND | WA | 98368 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| EUGENE H LEE | |||||||||
| 7704 NE YEOMALT POINT DRIVE NE | BAINBRIDGE ISLAND | WA | 98110 | TRUSTEE & BOARD MEMBER | 10.00 | $0 | $0 | $0 | |
| MICHAEL E MCGOWEN | |||||||||
| 435 MOUNTAIN VIEW | LAKEVIEW | OR | 98243 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| KENNETH B PYLE | |||||||||
| 8416 MIDLAND ROAD | MEDINA | WA | 98039 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| LOLAN SONG | |||||||||
| 334 10TH AVENUE | SEATTLE | WA | 98033 | BOARD MEMBER | 2.00 | $0 | $0 | $0 | |
| HAICHENG WANG | |||||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF | ART BOX 353440 | SEATTLE | WA | 981953440 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DONGSHENG ZANG | |||||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF | LAW BOX 353020 | SEATTLE | WA | 981953020 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE SCHEIBNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14010 SE 13TH PLACE APT 105 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE SERVICES | ServiceTypeTxt |
| Compensation | $109,992 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED SCHEDULE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $7,998,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,112,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,112,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,990,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,072 | TotalTaxAmt |
| Distributable Before Adj | $397,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $397,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $397,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $797,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $797,846 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $797,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $546,619 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $561,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $407,028 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $448,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,593,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $797,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $397,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $400,374 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,993,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $629,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,364,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $546,619 | ExcessFromYear4Amt |
| Excess From Year3 | $561,872 | ExcessFromYear3Amt |
| Excess From Year2 | $407,028 | ExcessFromYear2Amt |
| Excess From Year1 | $448,925 | ExcessFromYear1Amt |
| Excess From Current Year | $400,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAKEMORE FOUNDATION EUGENE H LEE T | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE SUITE 800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064274838 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 11 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 12 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIJAH ASH | |||||||||||
| 149 OCKLEY DRIVE | SHREVEPORT | LA | 71105 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $23,996 | ||||
| NATALIE BELEW | |||||||||||
| 28272 W HWY 84 | MCGREGOR | TX | 76657 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,550 | ||||
| ALVIN BUI | |||||||||||
| 162 CASUDA CANYON DRIVE APT H | MONTEREY PARK | CA | 91754 | N/A | INDIVIDUAL | TUITION DEPOSIT FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $500 | ||||
| NICHOLAS CONSTANTINO | |||||||||||
| 630 THOMAS L BERKELEY WAY APT 821 | OAKLAND | CA | 94612 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $17,550 | ||||
| HEATHER DAVIS | |||||||||||
| 1857 JACKSONS CREEK BLUFF | MARIETTA | GA | 30068 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $39,215 | ||||
| CLAIRE ELLIOT | |||||||||||
| 2010 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM CHIANG MAI UNIVERSITY, CHIANG MAI, THAILAND | $14,000 | ||||
| JONATHAN FORMELLA | |||||||||||
| 209 PINE BLUFF ROAD | STEVENS POINT | WI | 544829309 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM | $18,500 | ||||
| MACKENZIE GILL | |||||||||||
| 713 OAKCREST ST APT 8 | IOWA CITY | IA | 52246 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $32,930 | ||||
| DYLAN GOLDFINE-MIDDLETON | |||||||||||
| 1001 DUNBARTON CIRCLE | SACRAMENTO | CA | 958256820 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $30,700 | ||||
| ALEXANDER HERKERT | |||||||||||
| 5515 LAKE RIDGE ROAD | EDINA | MN | 55436 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $18,067 | ||||
| ALEX HUTCHINS | |||||||||||
| 2354 15TH STREET | EUREKA | CA | 95501 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $38,270 | ||||
| JENNIFER JETT | |||||||||||
| N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $22,145 | FLAT 16/C CHEONG KING COURT 30 HIGH | STREET | SAI YING PUN | HK | ||||
| KEVIN KIND | |||||||||||
| 2006 HOLDING POND LANE | MIDLOTHIAN | VA | 23112 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $29,675 | ||||
| HANA LORD | |||||||||||
| 3116 MONTICELLO DRIVE | RALEIGH | NC | 27612 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $32,930 | ||||
| MAIA MOORE | |||||||||||
| 127 N ADDISON AVE FL 3 | ELMHURST | IL | 601262809 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $29,634 | ||||
| JASMINE NELSON | |||||||||||
| 27-53 CRESCENT ST APT 5C | ASTORIA | NY | 11102 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA AND WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $26,585 | ||||
| ISIOMA OKAFOR | |||||||||||
| 10280 RICHLAND PARK DRIVE | LOVELAND | OH | 45140 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH PUSAN UNIVERSITY, BUSAN, SOUTH KOREA | $26,080 | ||||
| DYLAN PLUNG | |||||||||||
| 16035 28TH AVENUE NE | SHORELINE | WA | 98155 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $36,515 | ||||
| ELIZABETH RHOADS | |||||||||||
| 29547 SARATOGA AVENUE | BIG PINE KEY | FL | 33043 | N/A | INDIVIDUAL | LANGUAGE STUDY ONLINE WITH BURMESE TUTORS | $9,325 | ||||
| CASIMIRA RODRIGUEZ | |||||||||||
| 1412 WEST KING STREET | SAN BERNARDINO | CA | 92410 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $36,115 | ||||
| BRENDAN ROSS | |||||||||||
| PO BOX 31325 | DES PERES | MO | 63131 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $19,550 | ||||
| MATTHEW SCHISSLER | |||||||||||
| 714 WILSON AVENUE | BELLINGHAM | WA | 98225 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH BURMESE TUTORS | $10,150 | ||||
| MATTHEW SILBERMAN | |||||||||||
| 6951 N KEDVALE AVENUE | LINCOLNWOOD | IL | 60712 | N/A | INDIVIDUAL | DEPOSITS AND FEE FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $600 | ||||
| SARAH TAQUET | |||||||||||
| 3913 ESKEW DRIVE | COLLEGE STATION | TX | 77845 | N/A | INDIVIDUAL | DEPOSIT FOR LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $500 | ||||
| CHRISTOPHER TAYLOR | |||||||||||
| 9209 WESTON DRIVE | BRENTWOOD | TN | 27027 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $32,930 | ||||
| COURTNEY WITTEKIND | |||||||||||
| 4329 PLACEPOINTE DRIVE | MASON | OH | 450408831 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH BURMESE TUTORS | $4,500 | ||||
| QING HENRY ZHANG | |||||||||||
| 1077 RIVER ROAD APT 803 | EDGEWATER | NJ | 07020 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $23,197 | ||||
| DENVER ART MUSEUM INC | |||||||||||
| 100 W 14TH AVE PARKWAY | DENVER | CO | 80204 | N/A | 501C3 | FUNDS TO SUPPORT THE EXHIBITION EMPEROR QIANLONG'S COLLECTION: MASTERPIECES OF CHINESE ARTS FROM THE NATIONAL PALACE MUSEUM IN TAIPEI | $20,000 | ||||
| IKEBANA INTERNATIONAL CHAPTER 19 SEATTLE WASHINGTON | |||||||||||
| 17212 137TH AVE SE | RENTON | WA | 98058 | N/A | 501C3 | FUNDS TO SUPPORT PERFORMANCE ""IKEBANA X TECHNOLOGY: JAPANESE FLOWER ART MEETS MIXED REALITY"" | $15,000 | ||||
| SEATTLE ART MUSEUM | |||||||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2010/2021 ACADEMIC YEAR | $39,212 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $665,921 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELIJAH ASH | |||||||
| 149 OCKLEY DRIVE | SHREVEPORT | LA | 71105 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $18,495 |
| NATALIE BELEW | |||||||
| 28272 W HWY 84 | MCGREGOR | TX | 76657 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $30,661 |
| ALVIN BUI | |||||||
| 162 CASUDA CANYON DRIVE APT H | MONTEREY PARK | CA | 91754 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $42,100 |
| NICHOLAS CONSTANTINO | |||||||
| 630 THOMAS L BERKELEY WAY APT 821 | OAKLAND | CA | 94612 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $30,661 |
| CLAIRE ELLIOT | |||||||
| 2010 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM CHIANG MAI UNIVERSITY, CHIANG MAI, THAILAND | $41,000 |
| JONATHAN FORMELLA | |||||||
| 209 PINE BLUFF ROAD | STEVENS POINT | WI | 544829309 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM | $36,500 |
| MACKENZIE GILL | |||||||
| 713 OAKCREST ST APT 8 | IOWA CITY | IA | 52246 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 |
| DYLAN GOLDFINE-MIDDLETON | |||||||
| 1001 DUNBARTON CIRCLE | SACRAMENTO | CA | 958256820 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $18,825 |
| ALEX HUTCHINS | |||||||
| 2354 15TH STREET | EUREKA | CA | 95501 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $30,310 |
| HANA LORD | |||||||
| 3116 MONTICELLO DRIVE | RALEIGH | NC | 27612 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 |
| ERIN MCAULIFFE | |||||||
| 619 NW 85TH STREET APT A | SEATTLE | WA | 98117 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH BURMESE TUTORS | $49,000 |
| BRENDAN ROSS | |||||||
| PO BOX 31325 | DES PERES | MO | 63131 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $25,250 |
| MATTHEW SILBERMAN | |||||||
| 6951 N KEDVALE AVENUE | LINCOLNWOOD | IL | 60712 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $42,100 |
| SARAH TAQUET | |||||||
| 3913 ESKEW DRIVE | COLLEGE STATION | TX | 77845 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN | $45,600 |
| CHRISTOPHER TAYLOR | |||||||
| 9209 WESTON DRIVE | BRENTWOOD | TN | 27027 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN | $35,550 |
| COURTNEY WITTEKIND | |||||||
| 4329 PLACEPOINTE DRIVE | MASON | OH | 450408831 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH BURMESE TUTORS | $44,500 |
| APRIL ZHU | |||||||
| 10385 KINGSBRIDGE ROAD | ELLICOTT CITY | MD | 21042 | N/A | INDIVIDUAL | LANGUAGE STUDY WITH INTER-UNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA | $47,495 |
| PEABODY ESSEX MUSEUM INC | |||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | N/A | 501C3 | GRANT TO SUPPORT EXHIBITION EARLY PHOTOGRAPHY OF CHINA | $10,000 |
| SEATTLE ART MUSEUM | |||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | GRANT TO SUPPORT EXHIBITION SKIN AS ALLEGORY | $15,000 |
| SEATTLE ART MUSEUM | |||||||
| PO BOX 22000 | SEATTLE | WA | 981229700 | N/A | 501C3 | MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2021/2022 ACADEMIC YEAR | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $684,147 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,800 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $20,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,782 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROCKEFELLER TRUST COMPANY NA 45 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,445 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,401 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2B | LANGUAGE GRANTSAPPLICATION FORM:GRANTS TO INDIVIDUALS: BLAKEMORE FREEMAN FELLOWSHIPS FOR ADVANCED STUDY OF ASIAN LANGUAGESAPPLICATIONS ARE PREPARED AND SUBMITTED ONLINE AT HTTPS://BLAKEMOREFOUNDATION.COMMUNITYFORCE.COM/A PDF VERSION OF THE 2020 APPLICATION FORM CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/DOWNLOADS/2020_PAPER_APPLICATION_FORM.PDFART GRANTSAPPLICATION MATERIALS:APPLICATIONS MAY BE SUBMITTED BY INVITATION ONLY. A PDF OF INSTRUCTIONS GIVEN TO INSTITUTIONS INVITED TO SUBMIT AN APPLICATION CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/DOWNLOADS/2020_ARTGRANT_INSTRUCTIONS.PDF |
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2C | ANY SUBMISSION DEADLINESLANGUAGE GRANTSBLAKEMORE FREEMAN FELLOWSHIPSAPPLICATIONS SUBMITTED ONLINE BY 5:00 PM PST ON DECEMBER 30, 2020.ART GRANTSAPPLICATIONS RECEIVED BY NOVEMBER 16, 2020. |
| PART XV - SUPPLEMENTARY INFORMATION - LINE 2D | LANGUAGE GRANTSGRANT GUIDELINES:GRANTS TO INDIVIDUALS: BLAKEMORE FREEMAN FELLOWSHIPS FOR ADVANCED STUDY OF ASIAN LANGUAGESA PDF OF THE 2020 GRANT GUIDELINES CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/DOWNLOADS/2020_GRANT_GUIDELINES.PDFART GRANTSGRANT GUIDELINES:A PDF OF THE 2020 ART GRANT GUIDELINES CAN BE DOWNLOADED AT: WWW.BLAKEMOREFOUNDATION.ORG/DOWNLOADS/2020_ARTGRANT_GUIDELINES.PDF |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 33,203.436 SHARES BLACKSTONE REIT | $373,564 | $379,927 |
| 762.170 SHARES BLACKSTONE REIT - CASH | $762 | $762 |
| 1,636.603 SHARES MSIF ULTRA-SHORT | $16,399 | $16,333 |
| 4,655 SHARES MORGAN STANLEY - 2020 INCOME REC'D 2021 | $4,655 | $4,655 |
| 6,455.39 SHARES MORGAN STANLEY - MONEY MARKET | $6,455 | $6,455 |
| 38,579 SHARES MORGAN STANLEY - MONEY MARKET | $171,213 | $338,338 |
| 5,901 SHARES HARTFORD MULTIFACTOR DEVELOP | $172,368 | $167,057 |
| 3,220 SHARES ISHARES INC MSCI JAPAN ETF | $199,505 | $217,543 |
| 3,763 SHARES ISHARES MSCI EMU ETF | $152,996 | $165,873 |
| 8,792 SHARES JPMORGAN ULTRA-SHORT INC. EFT | $445,253 | $446,546 |
| 761 SHARES VANGUARD DIVIDEND APPRECIATION | $52,949 | $107,430 |
| 6,881 SHARES VANGUARD FTSE DEVELOPED MARKETS | $265,602 | $324,852 |
| 10,203 SHARES VANGUARD FTSE EMERGING MARKETS | $392,298 | $511,272 |
| 6,384 SHARES VANGUARD FTSE EUROPE ETF | $336,547 | $384,572 |
| 4,520 SHARES VANGUARD GROWTH ETF | $486,623 | $1,145,097 |
| 1,922 SHARES VANGUARD MID-CAP ETF | $238,846 | $397,412 |
| 2,226 SHARES VANGUARD SMALL CAP ETF | $258,363 | $433,358 |
| 1,686 SHARES VANGUARD TOTAL STK MKT ETF | $214,743 | $328,163 |
| 9,194 SHARES VANGUARD VALUE ETF | $784,167 | $1,093,718 |
| 2,308.822 SHARES FIRST EAGLE GLOBAL I | $124,269 | $142,131 |
| 179,542.768 SHARES FIRST EAGLE GLOBAL I | $758,778 | $755,875 |
| 30,388.335 SHARES MAINSTAY CHUSHING MLP PREMIER I | $275,327 | $189,927 |
| 12,891.963 SHARES MATTHEWS ASIAN JAPAN INV. | $277,157 | $325,780 |
| 50,986.199 SHARES METROPOLITAN WEST TOT RET BD 1 | $559,387 | $570,026 |
| 20,087.533 SHARES PRINCIPAL PREFERRED SECURITIES FUND | $204,603 | $210,318 |
| 25,447 SHARES INT'L POLYOL CHEMICALS - UNLISTED SHARES | $190,853 | $190,853 |
| 393,013 SHARES TECHNOLOGY INT'L EXCHANGE - UNLISTED SHARES | $76,424 | $39,301 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDITS/UNDEPOSITED FUNDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,550 | EOYBookValueAmt |
| EOYFMV | $6,550 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCE ON NON-DIVIDEND DISTRIBUTION | Desc |
| Amt | $359 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT EXPENSES | $57,770 | $57,770 | $0 |
| MEALS & ENTERTAINMENT | $287 | $0 | $287 |
| OFFICE EXPENSES | $665 | $67 | $601 |
| CONTRACT STAFF | $109,992 | $0 | $109,992 |
| INSURANCE | $3,571 | $357 | $3,214 |
| FEES | $142 | $0 | $142 |
| INTERNET/WEBSITE | $1,508 | $0 | $1,508 |
| TELEPHONE | $867 | $0 | $867 |
| EQUIPMENT & SOFTWARE | $298 | $30 | $268 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UNIVERSITY OF WASHINGTON PRES | $8 | $8 | $8 |
| NONDIVIDEND DISTRIBUTION | $19,984 | $0 | $19,984 |
| PFIZER SETTLEMENT ESCROW | $93 | $93 | $93 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $3,911 | $3,911 | $0 |
| FEDERAL EXCISE TAX | $10,620 | $0 | $10,620 |
| STATE FILING FEE | $25 | $0 | $25 |
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