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KATHLEEN SUTTON INSPIRATIONAL FUND: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KATHLEEN SUTTON INSPIRATIONAL FUND (EIN 26-1344262)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202143059349200834
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)
Return2021-11-01T13:28:29-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840795096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DALBY WENDLAND & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1605AddressLine1Txt
CityMONTROSECityNm
State AbbreviationCOStateAbbreviationCd
ZIP814021605ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261344262EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN SUTTON INSPIRATIONAL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone3606203259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA CARRPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2063888660PhoneNum
Signature2021-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastCARRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN L FEZER CPAPreparerPersonNm
PTINP00046323PTIN
Phone9702497701PhoneNum
Preparation2021-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressKATHLEENSUTTON.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$117,227GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$64,063ContributionsGiftsGrantsEtcAmt
Investment Income$5,109InvestmentIncomeAmt
Fundraising Gross Income$48,055FundraisingGrossIncomeAmt
Special Events Direct Expenses$30SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$48,025SpecialEventsNetIncomeLossAmt
Total Revenue$117,197TotalRevenueAmt
Grants And Similar Amounts Paid$115,827GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,300FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$23,439OtherExpensesTotalAmt
Total Expenses$140,566TotalExpensesAmt
Excess Or Deficit For Year-$23,369ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$297,632NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$274,263NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$47,269BOYAmt
EOY$23,337EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$250,363BOYAmt
EOY$250,926EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$297,632BOYAmt
EOY$274,263EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$297,632BOYAmt
EOY$274,263EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeASSISTANCE WITH TRANSPORTATION COSTS FOR WOMEN WITH CANCER. FUNDS ARE REIMBURSED FOR MILEAGE, FERRY FEES, PARKING, BRIDGE TOLLS, AND OTHER TRANSIT EXPENSES, WHILE UNDERGOING TREATMENT FOR CANCER, AND LIVING IN CLALLAM, JEFFERSON, KITSAP, AND MASON COUNTIES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FUND PROVIDES FINANCIAL ASSISTANCE TO WOMEN ON THE KITSAP AND OLYMPIC PENINSULAS WHO INCUR EXPENSIVE TRAVEL COSTS IN CONJUNCTION WITH THEIR CANCER TREATMENT.DescriptionProgramSrvcAccomTxt
Grants And Allocations$115,827GrantsAndAllocationsAmt
Program Service Expenses$115,827ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$115,827TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERYL CALLAIS
PRESIDENT4.00$0$0$0
BARBARA CARR
VICE PRESIDENT4.00$0$0$0
RYAN BLACK
TREASURER4.00$0$0$0
MARGARET LOVELESS
SECRETARY1.00$0$0$0
VALERIE ROTMARK
CLIENT ADVOCATE4.00$0$0$0
BECKY BRYAN
CLIENT ADVOCATE1.00$0$0$0
ALLISON GILMAN
DIRECTOR1.00$0$0$0
CHERYL BLOOM
DIRECTOR1.00$0$0$0
HOLLY GILMAN
DIRECTOR1.00$0$0$0
VIVI-ANN PARNELL
FOUNDER-NON VOTING1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN BLACK TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd
FieldValueIRS element (for citing)
Phone3606381883PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,824CurrentTaxYearMinus1YearAmt
Current Tax Year$64,063CurrentTaxYearAmt
Total$342,195TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,295CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,715CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111,654CurrentTaxYearMinus1YearAmt
Current Tax Year$48,055CurrentTaxYearAmt
Total$409,715TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104,990CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,527CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$205,478CurrentTaxYearMinus1YearAmt
Current Tax Year$112,118CurrentTaxYearAmt
Total$751,910TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,792CurrentTaxYearMinus1YearAmt
Current Tax Year$3,850CurrentTaxYearAmt
Total$86,805TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$26,012CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,895CurrentTaxYearMinus1YearAmt
Current Tax Year$9,446CurrentTaxYearAmt
Total$101,353TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,566CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,687CurrentTaxYearMinus1YearAmt
Current Tax Year$13,296CurrentTaxYearAmt
Total$188,158TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$563,752PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$456CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,474CurrentTaxYearMinus1YearAmt
Current Tax Year$5,110CurrentTaxYearAmt
Total$11,315TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$456CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,081CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,474CurrentTaxYearMinus1YearAmt
Current Tax Year$5,110CurrentTaxYearAmt
Total$11,315TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,991CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$208,952CurrentTaxYearMinus1YearAmt
Current Tax Year$117,228CurrentTaxYearAmt
Total$763,225TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.73860PublicSupportCY509Pct
Public Support PY5090.74720PublicSupportPY509Pct
Investment Income CY0.01480InvestmentIncomeCYPct
Investment Income PY0.00910InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUCTIONEvent1Nm
Gross Receipts Event1$12,501GrossReceiptsEvent1Amt
Gross Revenue Event1$12,501GrossRevenueEvent1Amt
Other Direct Expenses Event1$30OtherDirectExpensesEvent1Amt
Gross Receipts Total$12,501GrossReceiptsTotalAmt
Gross Revenue Total Events$12,501GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$30OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30DirectExpenseSummaryEventsAmt
Net Income Summary$12,471NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: LIBERTY BAY BANK. AMOUNT: 171. DESCRIPTION: E TRADE ADVISOR SERVICES. AMOUNT: 9. DESCRIPTION: E TRADE ADVISOR SERVICES. AMOUNT: 2,598. DESCRIPTION: PERSHING ADVISOR SOLUTIONS. AMOUNT: 2,331. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,109.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: GASOLINE ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 86,452.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: FERRY, BRIDGE AND PARKING ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 24,048.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: BUS TRANSPORTATION. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 1,514.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: OTHER TRAVEL ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 2,956.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: OTHER CLIENT COSTS. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 857. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 115,827.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 1,590. DESCRIPTION: SUPPLIES. AMOUNT: 446. DESCRIPTION: DUES AND CONTRACTS. AMOUNT: 2,690. DESCRIPTION: MERCHANT FEES. AMOUNT: 401. DESCRIPTION: OTHER. AMOUNT: 58. DESCRIPTION: TAXES AND LICENSES. AMOUNT: 50. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 177. DESCRIPTION: DEPOSITS MADE FOR NEXT YEAR. AMOUNT: 1,900. DESCRIPTION: AUCTION SUPPLIES. AMOUNT: 2,073. DESCRIPTION: POST OFFICE BOX. AMOUNT: 106. DESCRIPTION: GRAPHIC DESIGN FEE. AMOUNT: 1,880. DESCRIPTION: MARKETING INCLUDING PRINTING AND POSTAGE. AMOUNT: 6,803. DESCRIPTION: INVESTMENT FEES. AMOUNT: 4,376. DESCRIPTION: BOARD DEVELOPMENT AND EDUCATION. AMOUNT: 339. DESCRIPTION: WEB DESIGN. AMOUNT: 550. TOTAL TO FORM 990-EZ, LINE 16: 23,439.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 250,363. END OF YEAR AMOUNT: 250,926.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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