SAMIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAMIS FOUNDATION (EIN 91-1641746)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-21
- IRS object ID
- 202522339349100837
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-21T16:36:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911641746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2066223363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE KANTER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2066223363 | PhoneNum |
| Signature | 2025-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2025-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $198,841,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $512,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,115 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,585,083 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,585,083 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $11,522,883 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $547,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $895,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,571 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,645,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,645,587 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $475,977 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $468,904 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $113,763 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $113,804 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,535 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $614 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,818 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $163,902 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,347,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,184,720 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $443,057 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $443,057 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $174,211 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $169,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,795,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,500,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $287,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,772,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,175,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,449,171 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,770,576 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,322,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,542,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,175,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,772,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,102,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,469,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,820,577 | CashBOYAmt |
| Cash EOY | $2,804,395 | CashEOYAmt |
| Cash EOYFMV | $2,804,395 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,189,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,121,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,121,010 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $482,630 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $323,195 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $233,392 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $159,435 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $159,435 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $3,524,645 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,397,956 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,397,956 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $870,991 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $883,456 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $883,456 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,131,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,479,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,479,489 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,056,381 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,248,262 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,248,262 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $88,130,232 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $29,389,022 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $58,901,737 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $58,741,210 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $148,269,294 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $27,950,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,020,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,020,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $594,706 | OtherAssetsBOYAmt |
| Other Assets EOY | $458,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $458,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $108,273,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,313,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $198,841,450 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $237,684 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $275,562 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,074,455 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,522,072 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $904,292 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $847,987 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,216,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,645,621 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $103,056,887 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $103,667,745 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,056,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,667,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,273,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,313,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,056,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,102,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $437,945 | OtherIncreasesAmt |
| Subtotal | $105,597,745 | SubtotalAmt |
| Other Decreases | $1,930,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $103,667,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LAND | P | $62,000 | $16,300 | $45,700 | $45,700 |
| PUBLICLY TRADED SECURITIES | P | $833,556 | $331,685 | $501,871 | $501,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,571 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166,977 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $51,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $217,977 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $44,646 | OverpaymentAmt |
| Applied To ES Tax | $44,646 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SAMISFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINDA SULLIVAN | IndividualWithBooksNm |
| Phone | 2066223363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET SUITE C | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE KANTER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHIEF EXECUTIVE OFFICER | 20.00 | $184,753 | $22,409 | $0 |
| DAVID ELLENHORN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR (FROM 03/24) | 1.00 | $3,751 | $0 | $0 |
| RABBI BENJAMIN HASSAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI | 1.00 | $3,963 | $0 | $0 |
| ELI GENAUER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR (THRU 02/24), MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LOUIS TREIGER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREG ROER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | TREASURER | 1.00 | $0 | $0 | $0 |
| VICTOR ALHADEFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELI ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JACK ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DAVE AZOSE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 12/24) | 1.00 | $0 | $0 | $0 |
| DANA BEHAR | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 03/24) | 1.00 | $0 | $0 | $0 |
| JERRY COHEN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| HART COLE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| MARIA ERLITZ | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BARRY ERNSTOFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (THRU 12/24) | 1.00 | $0 | $0 | $0 |
| AL MAIMON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| BEA NAHON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JUDY NEUMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELANA ZANA | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DEVA HASSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE (FROM 03/24) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA RIVKIN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF DAY SCHO | 40.00 | $173,961 | $23,803 | $0 |
| ARIEL LAPSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF GRANTS M | 40.00 | $127,335 | $7,208 | $0 |
| LINDA MCCLURE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | GRANTS ADMIN ASSISTA | 40.00 | $83,960 | $20,854 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUMBLE MARKETING | |||||
| 12446 SE 26TH PLACE | BELLEVUE | WA | 98005 | MARKETING | $69,786 |
| ROVSOV CONSULTING | |||||
| 2930 DOMINGO AVENUE UNIT 382 | BERKELEY | CA | 94705 | CONSULTING | $51,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,574,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,726,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $179,198,627 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,498,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $196,498,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,947,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,551,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,677,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,677,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,331 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $35,078 | IncomeTaxAmt |
| Total Tax | $208,409 | TotalTaxAmt |
| Distributable Before Adj | $9,469,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,469,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,469,150 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,772,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,772,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,469,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,503,043 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,772,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,503,043 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,269,087 | 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 | $5,200,063 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF NEFESH B'NEFESH | ||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 | |
| AMIT CHILDREN | ||||||||
| 49 W 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 | |
| CHABAD OF BALLARD | ||||||||
| 115 N 85TH ST 102 | SEATTLE | WA | 98103 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |
| ALLIANCE FOR PIONEER SQUARE | ||||||||
| 310 1ST AVE SO SUITE 201 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| AMERICAN FRIENDS OF NATAL | ||||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | |
| AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING | ||||||||
| 30 SEAVIEW DRIVE | SECAUCUS | NJ | 07094 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $35,000 | |
| AMERICAN YEDIDIM INC | ||||||||
| 17515 NE 7TH AVE NORTH | MIAMI BEACH | FL | 33162 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| B'NAI BRITH YOUTH ORGANIZATION | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,000 | |
| CHABAD OF NORTH SEATTLE | ||||||||
| 3015 NE 100TH STREET | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |
| CHABAD OF THE CENTRAL CASCADES | ||||||||
| 24121 SE BLACK NUGGET RD | ISSAQUAH | WA | 98029 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,000 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 751 SAN JUAN BLVD | BELLINGHAM | WA | 98229 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| CONGREGATION BETH SHALOM | ||||||||
| 6800 35TH AVE NE | SEATTLE | WA | 98115 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $27,620 | |
| CONGREGATION EZRA BESSAROTH | ||||||||
| 5217 S BRANDON STREET | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| FOUNDATION FOR JEWISH CAMP | ||||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| FRIENDS OF THE LOWER GRAND COULEE | ||||||||
| PO BOX 1625 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,500 | |
| FRIENDSHIP CIRCLE | ||||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |
| HERZL-NER TAMID CONSERVATIVE CONGREGATION | ||||||||
| 3700 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,600 | |
| HOLOCAUST CENTER FOR HUMANITY | ||||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $24,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $36,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |
| JEWISH PRISONER SERVICES INTERNATIONAL | ||||||||
| PO BOX 85840 | SEATTLE | WA | 98145 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 | |
| MASQUERS THEATER | ||||||||
| PO BOX 1174 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,000 | |
| MERCAZ SEATTLE | ||||||||
| PO BOX 51214 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |
| SEATTLE HEBREW ACADEMY | ||||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,501,814 | |
| SEATTLE JEWISH COMMUNITY SCHOOL | ||||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $734,862 | |
| SEPHARDIC ADVENTURE CAMP | ||||||||
| PO BOX 28511 | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $88,366 | |
| SEPHARDIC RELIGIOUS SCHOOL | ||||||||
| 3121 CASCADIA AVENUE S | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,500 | |
| STROUM JEWISH COMMUNITY CENTER | ||||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $2,300 | |
| TBS EDUCATION DEPARTMENT | ||||||||
| 1322 EAST 30TH AVENUE | SPOKANE | WA | 99203 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 | |
| TEMPLE BETH HATFILOH | ||||||||
| 201 8TH AVE SE | OLYMPIA | WA | 98501 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| TEMPLE DE HIRSCH SINAI | ||||||||
| 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| THE JEWISH EDUCATION PROJECT | ||||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $60,000 | |
| URJ HELLER HIGH | ||||||||
| 633 3RD STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 | |
| WEST COAST NCSY | ||||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $26,000 | |
| JEWISH DAY SCHOOL | ||||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,049,769 | |
| JEWISH FEDERATION OF GREATER SEATTLE | ||||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $181,442 | |
| MENACHEM MENDEL SEATTLE CHEDER | ||||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $861,189 | |
| NORTHWEST YESHIVA HIGH SCHOOL | ||||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,636,448 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $416,980 | |
| TORAH DAY SCHOOL | ||||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $182,913 | |
| URJ CAMP KALSMAN | ||||||||
| 3805 108TH AVENUE NE 100 | BELLEVUE | WA | 98004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $81,000 | |
| VANCOUVER KOREAN PRESBYTERIAN CHURCH | ||||||||
| 5045 E 18TH ST | VANCOUVER | WA | 98661 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| B'NEI AKIVA | ||||||||
| 520 8TH AVE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,000 | |
| BREAD OF LIFE MISSION | ||||||||
| 97 S MAIN STREET | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 | |
| CAMP SOLOMON SCHECHTER | ||||||||
| 117 E LOUISA 110 | SEATTLE | WA | 98102 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $81,180 | |
| CENTRAL FUND OF ISRAEL | ||||||||
| 429 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $200,000 | |
| CHABAD AT UNIVERSITY OF WASHINGTON | ||||||||
| PO BOX 45512 | SEATTLE | WA | 98145 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,400 | |
| CHABAD JEWISH CENTER OF SHORELINE | ||||||||
| 1017 NE 188TH STREET | SHORELINE | WA | 98155 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,500 | |
| CHIEF SEATTLE CLUB | ||||||||
| 410 SECOND AVENUE EXTENSION S | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500 | |
| EASTSIDE TORAH CENTER | ||||||||
| 16199 NORTHUP WAY | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| FOREST FOR THE TREES | ||||||||
| 2220 E UNION ST 228 | SEATTLE | WA | 98122 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 | |
| FRIENDS OF BSHVIL HAMACHAR | ||||||||
| 964 HIGH HOUSE RD PMB 23 | CARY | NC | 27513 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 | |
| FRIENDS OF ISRAEL SCOUTS INC | ||||||||
| 575 8TH AVE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,000 | |
| MECHON HADAR | ||||||||
| 190 AMSTERDAM | NEW YORK | NY | 10023 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| HARING CENTER | ||||||||
| COLLEGE OF EDUCATION MILLER 222 BOX | SEATTLE | WA | 98195 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,675 | 353600 |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNT ST SUITE 100 | AGAWAM | MA | 01001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $65,000 | |
| HILLEL AT UNIVERSITY OF WASHINGTON | ||||||||
| 4745 17TH AVE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,600 | |
| IMPACT ISRAEL | ||||||||
| 200 HIGHLAND AVENUE SUITRE 301 | NEEDHAM | MA | 02494 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 | |
| ISRAEL NATURE & HERITAGE OF AMERICA | ||||||||
| 2420 14TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $100,000 | |
| ISRAEL AMERICAN COUNCIL | ||||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| FRIENDS OF THE JERUSALEM COLLEGE OF TECHNOLOGY | ||||||||
| 445 CENTRAL AVE SUITE 307 | CEDARHURST | NY | 11516 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $25,000 | |
| JEWISH FEDERATION OF NORTH AMERICA INC | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $60,000 | |
| LIMMUD | ||||||||
| 720 N 10TH STREET SUITE A356 | RENTON | WA | 98057 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,152 | |
| M2 INSTITUE FOR EXPERIENTIAL JEWISH EDUCATION | ||||||||
| 68 3RD ST SUITE 113 | BROOKLYN | NY | 11231 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $49,209 | |
| MENDED HEARTS OF PUGET SOUND | ||||||||
| 1579 US HIGHWAY 19 | LEESBURG | GA | 31763 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| MINYAN OHR CHADASH | ||||||||
| 6721 51ST AVENUE S | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |
| NLI USA INC | ||||||||
| C/O PERRY DAVIS ASSOC 25 WEST 45TH | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $250,000 | ST SUITE 701 |
| NATIONAL RAMAH COMMISSION INC | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $7,500 | |
| NEW ENGLAND JEWISH ACADEMY | ||||||||
| 300 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 | |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOL | ||||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 | |
| SEPHARDIC BIKUR HOLIM | ||||||||
| 6500 52ND AVE S | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $360 | |
| SEPHARDIC JEWISH BROTHERHOOD FOUNDATION | ||||||||
| 67-67 108TH STREET | FOREST HILLS | NY | 11375 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,322,959 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIT CHILDREN | |||||||
| 49 W 37TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 |
| HERZL NER TAMID | |||||||
| 3700 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,600 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $557,515 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $42,500 |
| JOINT DISTRIBUTION COMMITTEE | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $40,000 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 620 20TH AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $420,653 |
| NEFESH B'NEFESH | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $50,000 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $776,520 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $290,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $741,290 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $344,084 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $60,911 |
| UNITED SYNAGOGE OF CONSERVATIVE JUDAISM | |||||||
| 3080 BROADWAY SUITE B208 | NEW YORK | NY | 10027 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,402,073 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $512,115 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $11,522,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $547,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,583,387 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,583,387 | 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 | $34,818 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTM TERM INV G ADM | $672,882 | $672,882 |
| VANGUARD SHORT TERM INVT GRADE ADM | $452,628 | $452,628 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,122,752 | $1,122,752 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES | $645,782 | $645,782 |
| VANGUARD INTERNATIONAL VALUE #46 | $428,978 | $428,978 |
| VANGUARD MID CAP INDEX ADM | $966,550 | $966,550 |
| VANGUARD MIDCAP VALUE INDEX ADMIRAL | $713,415 | $713,415 |
| VANGUARD SMALL CAP INDEX FUND | $489,968 | $489,968 |
| VANGUARD SMALL CAP VALUE INDEX FUND | $721,835 | $721,835 |
| VANGUARD TOT INT ST INDX ADM | $1,555,611 | $1,555,611 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $2,534,859 | $2,534,859 |
| VANGUARD VALUE INDEX ADM | $1,422,491 | $1,422,491 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMIS LAND CO. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $26,020,000 | BookValueAmt |
| EOYFMV | $26,020,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,149 | LegalFeesAmt |
| Net Investment Income | $10,535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $614 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $594,706 | BOYBookValueAmt |
| EOY Book Value | $458,153 | EOYBookValueAmt |
| EOYFMV | $458,153 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF SAMIS LAND CO. | Desc |
| Amt | $1,930,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $299,403 | $299,403 | $0 |
| AMORTIZATION | $175,906 | $175,906 | $0 |
| GROUNDS EXPENSE | $16,781 | $16,781 | $0 |
| INSURANCE | $588,557 | $588,557 | $0 |
| JANITORIAL | $82,293 | $82,293 | $0 |
| LEASING & MARKETING | $24,214 | $24,214 | $0 |
| LICENSES | $1,493 | $1,493 | $0 |
| MARKETING | $221,351 | $0 | $209,101 |
| OTHER ADMIN | $72,838 | $0 | $78,854 |
| REPAIRS & MAINTENANCE | $869,206 | $869,206 | $0 |
| SECURITY EXPENSE | $55,140 | $55,140 | $0 |
| UTILITY EXPENSES | $387,852 | $387,852 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FROM INVESTMENTS | Desc |
| Amt | $437,945 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSITS | Desc |
| BOY Book Value | $904,292 | BOYBookValueAmt |
| EOY Book Value | $847,987 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $139,113 | $13,708 | $163,902 |
| INVESTMENT MANAGEMENT | $22,881 | $22,881 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $1,184,720 | $1,184,720 | $0 |
| FEDERAL EXCISE TAX | $162,500 | $0 | $0 |
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