TT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TT FOUNDATION (EIN 46-5419657)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349104929
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:07:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200553295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BABER & MASON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH ST STE 360 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | 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 | 465419657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TTFO | BusinessNameControlTxt |
| Phone | 2067796102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6969 NE DAY ROAD | AddressLine1Txt |
| City | BAINBRIDGE ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981104201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD TAIT | PersonNm |
| Person Title | PRESIDENT, TREASURER | PersonTitleTxt |
| Phone | 2067796102 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | TAIT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP C BABER CPA | PreparerPersonNm |
| PTIN | P00363621 | PTIN |
| Phone | 2062360734 | PhoneNum |
| Preparation | 2021-10-25 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,153,490 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $245,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,861 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,861 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $199 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,400 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,463 | CashBOYAmt |
| Cash EOY | $26,819 | CashEOYAmt |
| Cash EOYFMV | $26,819 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $2,787 | AcctRcvblBOYAmt |
| Other Investments BOY | $972,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $944,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,126,671 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $986,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,153,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $986,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $971,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $986,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $986,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $986,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,400 | ExcessRevenueOverExpensesAmt |
| Subtotal | $971,464 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $971,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MF SER TR X | P | 2019-06-07 | 2020-04-01 | $11,522 | $13,363 | -$1,841 | -$1,841 |
| VANGUARD TOTAL STOCK ETF | P | 2009-08-04 | 2020-12-30 | $12,251 | $4,663 | $7,588 | $7,588 |
| VANGUARD VALUE ETF | P | 2020-11-11 | 2020-12-30 | $1,417 | $1,366 | $51 | $51 |
| GOLDMAN SACHS TR | P | 2019-10-07 | 2020-01-28 | $26,547 | $26,545 | $2 | $2 |
| INVESCO OPPENHEIMER DEVELOP MARKETS | P | 2017-10-26 | 2020-12-30 | $7,153 | $8,476 | -$1,323 | -$1,323 |
| AMERICAN BALANCED FUND CLASS F2 | P | 2015-01-21 | 2020-11-11 | $58,282 | $48,170 | $10,112 | $10,112 |
| DODGE & COX BALANCED | P | 2015-01-21 | 2020-11-11 | $51,992 | $53,975 | -$1,983 | -$1,983 |
| AMERICAN FUNDS EUROPACIFIC GROWTH | P | 2018-05-16 | 2020-04-01 | $11,118 | $13,922 | -$2,804 | -$2,804 |
| MFS SER TR X | P | 2019-06-07 | 2020-12-30 | $794 | $627 | $167 | $167 |
| METROPOLITAN WEST TOTAL RETURN BD FD | P | 2017-10-26 | 2020-12-30 | $8,431 | $7,849 | $582 | $582 |
| PIMCO FDS INCOME FD INSTL CL | P | 2015-01-21 | 2020-12-30 | $6,748 | $7,378 | -$630 | -$630 |
| PIONEER STRATEGIC INCOME FD | P | 2013-10-03 | 2020-12-30 | $7,052 | $7,779 | -$727 | -$727 |
| PGIM TOTAL RETURN BOND CL Z | P | 2017-10-26 | 2020-12-30 | $8,800 | $8,500 | $300 | $300 |
| VAN ECK FUNDS EMERGING MARKETS FUND | P | 2017-10-26 | 2020-12-30 | $5,834 | $7,488 | -$1,654 | -$1,654 |
| VANGUARD RUSSELL ETF | P | 2013-04-03 | 2020-12-30 | $7,294 | $5,768 | $1,526 | $1,526 |
| VANGUARD MID CAP ETF | P | 2013-04-03 | 2020-12-30 | $7,202 | $4,824 | $2,378 | $2,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,304 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,788 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $572 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $572 | SubtotalAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $650 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $650 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMY PARON | IndividualWithBooksNm |
| Phone | 2067796102 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6969 NE DAY RD | AddressLine1Txt |
| City | BAINBRIDGE ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD TAIT | ||||||||
| 6969 NE DAY RD | BAINBRIDGE | WA | 98110 | PRESIDENT, T | 1.00 | $0 | $0 | $0 |
| AMY PARON | ||||||||
| 6969 NE DAY RD | BAINBRIDGE ISLAND | WA | 98110 | MANAGER | 5.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,009,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,053,117 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,053,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,037,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $572 | TotalTaxAmt |
| Distributable Before Adj | $51,294 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,294 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,294 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,727 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,727 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,294 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $20,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,727 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,727 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,567 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,567 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $19,160 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GIRL SCOUTS | |||||||
| PO 5046 | NEW YORK | NY | 10087 | PC | GENERAL SUPPORT | $1,500 | |
| NORTHWEST HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PC | GENERAL SUPPORT | $3,000 | |
| RAINFOREST ALLIANCE | |||||||
| 1101 14TH ST NW STE 301 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $2,050 | |
| GINGER'S PET RESCUE | |||||||
| PO BOX 28518 | SEATTLE | WA | 98118 | PC | GENERAL SUPPORT | $1,000 | |
| PEACE CORPS | |||||||
| 1275 FIRST STREET NE | WASHINGTON | DC | 20526 | PC | GENERAL SUPPORT | $1,500 | |
| GRASSROOT SOCCER | |||||||
| 15 LEBANON STREET | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $1,042 | |
| NATIONAL BREAST CANCER FOUNDATION | |||||||
| 7460 WARREN PKWY STE 150 | FRISCO | TX | 75034 | PC | GENERAL SUPPORT | $104 | |
| NAACP | |||||||
| PO BOX 22148 | SEATTLE | WA | 98112 | PC | GENERAL PURPOSE | $250 | |
| GAY CITY SEATTLE | |||||||
| 517 E PIKE ST | SEATTLE | WA | 98122 | PC | GENERAL PURPOSE | $263 | |
| SOUND GENERATIONS | |||||||
| 2208 2ND AVE 100 | SEATTLE | WA | 98121 | PC | GENERAL PURPOSE | $2,051 | |
| PIKE MARKET SENIOR CENTER | |||||||
| 85 PIKE ST 200 | SEATTLE | WA | 98101 | PC | GENERAL SUPPORT | $2,000 | |
| THE SEATTLE FOUNDATION | |||||||
| PO BOX 35146 | SEATTLE | WA | 98124 | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL COURTS AND SCIENCES | |||||||
| 5614 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | PC | GENERAL SUPPORT | $1,500 | SUITE 199 |
| PEACEFUL VALLEY DONKEY RESCUE | |||||||
| PO BOX 216 | MILES | TX | 76861 | PC | GENERAL SUPPORT | $250 | |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $250 | |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY SUITE 500 | SEATTLE | WA | 98101 | PC | GENERAL SUPPORT | $5,000 | |
| WORLD WILDLIFE FUND | |||||||
| 125 24TH STREET NW | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $1,000 | |
| SLOTH SANCUARY | |||||||
| 3301 LAKE CYPRESS RD | KENANSVILLE | FL | 34739 | PC | GENERAL PURPOSE | $80 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,840 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,967 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,775 | Amt |
| Net Investment Income | $1,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,887 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - WELLS FARGO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $944,645 | BookValueAmt |
| EOYFMV | $1,126,671 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ADMIN/MISC EXPENSES | $199 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO ADVISORY FEES | CategoryTxt |
| Amt | $8,861 | Amt |
| Net Investment Income | $8,861 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $50 | $50 |
| US TAXES | $642 |
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