BETA

TRUE NORTH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TRUE NORTH FAMILY FOUNDATION (EIN 91-6577620)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202133099349101278
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)
Return2021-11-05T14:42:14-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOREN D HOSTEK CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1526 YALE AVENUE NORTH STE AAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916577620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUE NORTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUEBusinessNameControlTxt
Phone4252560240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14215 91ST AVE NEAddressLine1Txt
CityYARROW POINTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WILKERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4252560240PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastWILKERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOREN D HOSTEK CPAPreparerPersonNm
PTINP00938299PTIN
Phone2066239395PhoneNum
Self EmployedYes (X)SelfEmployedInd

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$3,896,320FMVAssetsEOYAmt
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$72,778DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,778DividendsNetInvstIncmAmt
Dividends Adj Net Incm$72,778DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,138NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$153,046GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,138CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$88,916TotalRevAndExpnssAmt
Total Net Invst Incm$88,916TotalNetInvstIncmAmt
Total Adj Net Incm$72,778TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,150AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,620OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,620TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$197,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$197,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,620TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$200,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$113,129ExcessRevenueOverExpensesAmt
Net Investment Income$87,296NetInvestmentIncomeAmt
Adjusted Net Income$72,778AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$75,683SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,228SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,228SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,164,776OtherInvestmentsBOYAmt
Other Investments EOY$3,063,373OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,825,603OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,702OtherAssetsBOYAmt
Other Assets EOY$5,489OtherAssetsEOYAmt
Other Assets EOYFMV$5,489OtherAssetsEOYFMVAmt
Total Assets BOY$3,247,161TotalAssetsBOYAmt
Total Assets EOY$3,134,090TotalAssetsEOYAmt
Total Assets EOYFMV$3,896,320TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,217,816CapitalStockBOYAmt
Capital Stock EOY$3,217,874CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,345RetainedEarningBOYAmt
Retained Earning EOY-$83,784RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,247,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,134,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,247,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,134,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,247,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$113,129ExcessRevenueOverExpensesAmt
Other Increases$58OtherIncreasesAmt
Subtotal$3,134,090SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,134,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB US AGGREGATE BONDP2017-12-222020-04-07$92,991$87,095$5,896$5,896
SCHWAB US BRAOD MARKETP2017-12-222020-01-09$60,055$49,813$10,242$10,242
FieldValueIRS element (for citing)
Capital Gain Net Income$16,138CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,213InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,213SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,213TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,702EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,702TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,489OverpaymentAmt
Applied To ES Tax$5,489AppliedToESTaxAmt
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 BooksROBERT R WILKERSONIndividualWithBooksNm
Phone4252560240PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14215 91ST AVE NEAddressLine1Txt
CityYARROW POINTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT R WILKERSON
4215 91ST AVENUE NEYARROW POINTWA98004TRUSTEE1.00$0$0$0
PEGGY B WILKERSON
4215 91ST AVENUE NEYARROW POINTWA98004TRUSTEE1.00$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$3,320,886AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,389,898TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,389,898AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,339,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,953MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,953MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,213TaxBasedOnInvestmentIncomeAmt
Total Tax$1,213TotalTaxAmt
Distributable Before Adj$165,740DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$165,740DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$165,740DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,425QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,425AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$165,740DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$191,796ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$68,740ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$74,764ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$70,356ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$641ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$406,297TotalExcessDistributionCyovAmt
Qualifying Distributions$200,425QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$165,740AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,685RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$440,982TotalCorpusAmt
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$191,796ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$249,186ExcessDistriCyovToNextYrAmt
Excess From Year4$68,740ExcessFromYear4Amt
Excess From Year3$74,764ExcessFromYear3Amt
Excess From Year2$70,356ExcessFromYear2Amt
Excess From Year1$641ExcessFromYear1Amt
Excess From Current Year$34,685ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT R WILKERSONContributingManagerNm
Contributing ManagerPEGGY B WILKERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR GUN RESPONSIBILITY
PO BOX 21712SEATTLEWA98111501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
ARCS FOUNDATION
PO BOX 429SEATTLEWA98105501(C)(3)FURTHER CHARITABLE PURPOSE$2,000
BACKPACK BRIGADE
1729 1ST AVE SSEATTLEWA98134501(C)(3)FURTHER CHARITABLE PURPOSE$500
BELLEVUE BOYS & GIRLS CLUB
209 100TH VE NEBELLEVUEWA98105501(C)(3)FURTHER CHARITABLE PURPOSE$30,500
BELLEVUE LIFESPRING
P O BOX 53203BELLEVUEWA98015501(C)(3)FURTHER CHARITABLE PURPOSE$4,000
BELLEVUE SCHOOLS FOUNDATION
12241 MAIN STBELLEVUEWA98005501(C)(3)FURTHER CHARITABLE PURPOSE$2,000
BEN TOWNE CENTER FOR CHILDHOOD CANCER RESEARCH - SEATTLE CHILDREN'S
1100 OLIVE WAY SUITE 100SEATTLEWA98101501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122501(C)(3)FURTHER CHARITABLE PURPOSE$10,500
DESERT COMMUNITY FOUNDATION
75105 MERLE DRPALM DESERTCA92211501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
FARESTART
700 VIRGINIA STSEATTLEWA98101501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
FIRST PRESBYTERIAN CHURCH
20 TACOMA AVE STACOMAWA98402501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
FRED HUTCH CANCER RESEARCH CENTER
1100 FAIRVIEW AVE NSEATTLEWA98109501(C)(3)FURTHER CHARITABLE PURPOSE$25,000
HOPELINK
10675 WILLOWS RD NE 275REDMONDWA98052501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
JUBILEE REACH
14200 SOUTHEAST 13TH PLACEBELLEVUEWA98007501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
KCTS 9
401 MERCER STREETSEATTLEWA98109501(C)(3)FURTHER CHARITABLE PURPOSE$250
KINDERING CENTER
16120 NE 8TH STREETBELLEVUEWA98008501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
KUOW
4518 UNIVERSITY WAY NE 310SEATTLEWA98105501(C)(3)FURTHER CHARITABLE PURPOSE$500
MEALS ON WHEELS
1375 FAIRFAX AVESAN FRANCISCOCA94124501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
MOCKINGBIRD SOCIETY
2100 245H AVE S 240SEATTLEWA98144501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
NOURISHING PIERCE COUNTY
1702 S 72ND ST ETACOMAWA98408501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
NW IMMIGRATION RIGHTS SOCIETY
615 2ND AVE STE 400SEATTLEWA98104501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
OLD TOWN COOPERATIVE PRESCHOOL
2710 N MADISON STTACOMAWA98407501(C)(3)FURTHER CHARITABLE PURPOSE$3,500
PIH HEALTH FOUNDATION
7612 GREENLEAF AVEWHITTIERCA90602501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
ST ANTHONY'S FOUNDATION
150 GOLDEN GATE AVESAN FRANCISCOCA94102501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
TACOMA METRO PARKS
4702 S 19TH STTACOMAWA98405501(C)(3)FURTHER CHARITABLE PURPOSE$1,000
TACOMA RESCUE MISSION
425 S TACOMA WAYTACOMAWA98402501(C)(3)FURTHER CHARITABLE PURPOSE$2,500
TRANSPLANT HOUSE
PO BOX 85218SEATTLEWA98145501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359505SEATTLEWA98195501(C)(3)FURTHER CHARITABLE PURPOSE$10,000
YES FOUNDATION
30600 TELEGRAPH RD SUITE 3225BINGHAM FARMSMI48025501(C)(3)FURTHER CHARITABLE PURPOSE$5,000
YOUNG LIFE
P O BOX 46054SEATTLEWA98146501(C)(3)FURTHER CHARITABLE PURPOSE$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$197,250TotalGrantOrContriPdDurYrAmt
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$72,778ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,138ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$88,916ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,916TotalIncomeProducingActyAmt

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)
CategoryACCOUNTANTCategoryTxt
Amt$3,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,150DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHWAB EMERGING MARKETS EQUITY ETFAT COST$148,279$158,004
SCHWAB INTERNATIONAL EQUITY ETFAT COST$512,102$571,981
SCHWAB INTERNATIONAL SMALL CAP EQUITY ETFAT COST$75,931$84,050
SCHWAB US AGGREGATE BOND ETFAT COST$896,591$1,045,199
SCHWAB US BROAD MARKET ETFAT COST$1,194,287$1,660,167
SCHWAB US SMALL CAP ETFAT COST$236,183$306,202

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXDesc
BOY Book Value$6,702BOYBookValueAmt
EOY Book Value$5,489EOYBookValueAmt
EOYFMV$5,489EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$25$0$0$25
FOREIGN TAXES$1,620$1,620$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJ.Desc
Amt$58Amt

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