DICKEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DICKEY FOUNDATION (EIN 91-1961319)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202001919349101220
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T13:47:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911056739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINE DAHLEN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 188TH STREET SW STE 322 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911961319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKEY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 2063282768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 18TH AVE EAST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA PETERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063282768 | PhoneNum |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI CARDIN CPA | PreparerPersonNm |
| PTIN | P01063266 | PTIN |
| Phone | 4257716055 | PhoneNum |
| Preparation | 2020-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $603,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $105,172 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,556 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,165 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $485 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $485 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,843 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,173 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,173 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $63,115 | CashEOYAmt |
| Cash EOYFMV | $63,115 | CashEOYFMVAmt |
| Corporate Stock BOY | $350,271 | CorporateStockBOYAmt |
| Corporate Stock EOY | $339,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $423,214 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $164,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $118,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,303 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $514,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $521,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,632 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,834 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $502,564 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $521,538 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $521,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $514,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $521,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $523,531 | SubtotalAmt |
| Other Decreases | $1,993 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $521,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $225,383 | GrossSalesPriceAmt |
| Cost Or Other Basis | $159,827 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,556 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $65,556 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.275075 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,080 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $324,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.261914 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.705360 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,537 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.538486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,772 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $166,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.496006 | DistributionYr5Rt |
| Total Distribution | 2.276841 | TotalDistributionRt |
| Average Distribution | 0.455368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $509,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $231,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $744 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,488 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,488 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $488 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA PETERSON | IndividualWithBooksNm |
| Phone | 2063282768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 18TH AVE EAST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| BARBARA PETERSON | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | PRESIDENT, SEC-TREAS | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $503,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $516,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $516,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $509,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,488 | TotalTaxAmt |
| Distributable Before Adj | $23,970 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,970 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,970 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,774 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,135 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $518,926 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $28,804 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $46,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,135 | ExcessFromYear4Amt |
| Excess From Year3 | $98,675 | ExcessFromYear3Amt |
| Excess From Year2 | $68,994 | ExcessFromYear2Amt |
| Excess From Year1 | $124,980 | ExcessFromYear1Amt |
| Excess From Current Year | $76,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN GOODFELLOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CIVIL LIBERTIES/EDUCATION | $6,000 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | NONE | 501(C)(3) | MUSIC/EDUCATION | $1,500 |
| MERIDITH MATTHEWS YMCA | |||||||
| 1700 23RD AVE | SEATTLE | WA | 98122 | NONE | 501(C)(3) | SPORTS/EDUCATION | $12,500 |
| PCC FARMLAND TRUST | |||||||
| 1402 3RD AVE STE 709 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | FARMLAND PRESERVATION | $2,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 1229 MADISON STREET | SEATTLE | WA | 98104 | NONE | 501(C)(3) | CIVIL LIBERTIES/EDUCATION | $1,500 |
| SATHI NEPAL | |||||||
| 207 B SOUTH TRAIL | STRATFORD | CT | 06614 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $11,000 |
| SEATTLE PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | CIVIL LIBERTIES/EDUCATION | $6,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $10,000 |
| GREAT PENINSULA CONSERVANCY | |||||||
| 423 PACIFIC AVE SUITE 300 | BREMERTON | WA | 98337 | NONE | 501(C)(3) | CONSERVATION/PRESERVATION | $10,000 |
| KBCS - PUBLIC RADIO | |||||||
| 3000 LANDERHOLM CIRCLE SE | BELLEVUE | WA | 98007 | NONE | 501(C)(3) | GLOBAL MUSIC/EDUCATION | $1,200 |
| FRIENDS OF THE CONSERVATORY | |||||||
| 1400 EAST GALER STREET | SEATTLE | WA | 98112 | NONE | 501(C)(3) | CONSERVATION AND EDUCATION | $1,000 |
| YMCA OF GREATER SEATTLE | |||||||
| 10828 SE 248TH ST | KENT | WA | 98030 | NONE | 501(C)(3) | SPORTS/EDUCATION | $10,000 |
| MEREDITH MATTHEWS YMCA | |||||||
| 1700 23RD AVE | SEATTLE | WA | 98122 | NONE | 501(C)(3) | SPORTS/EDUCATION | $473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,173 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | |||||||
| 1 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $8,800 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 2 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $7,486 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 3 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $3,723 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 4 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $8,035 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 5 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $3,757 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 6 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $6,119 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 7 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $8,937 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 8 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $11,395 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 120 SHS MARRIOTT INTL INC | $8,800 | 2019-12-23 |
| 2 | 83 SHS SALESFORCE COM | $7,486 | 2019-12-23 |
| 3 | 40 SHS SALESFORCE COM | $3,723 | 2019-12-23 |
| 4 | 42 SHS LAM RESEARCH CORP | $8,035 | 2019-12-23 |
| 5 | 27 SHS LAM RESEARCH CORP | $3,757 | 2019-12-23 |
| 6 | 89 SHS MARSH & MC LENNAN CO | $6,119 | 2019-12-23 |
| 7 | 183 SHS PROLOGIS INC. | $8,937 | 2019-12-23 |
| 8 | 113 SHS UNION PACIFIC CORP | $11,395 | 2019-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,165 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,165 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 2019 CORPUS DISTRIBUTION ELECTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART XIII LINE 7A | FormAndLineReferenceDesc |
| Medium Explanation | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONSAS CURRENT YEAR CORPUS DISTRIBUTIONSTAX YEAR ENDING: 12/31/2019PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) , THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS ACURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S (YEARS') DISTRIBUTIONS THAT WERE TREATEDAS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR(S):TAX YEAR: 2014AMOUNT: $28,804 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $118,445 | EOYBookValueAmt |
| EOYFMV | $117,303 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $339,978 | EOYBookValueAmt |
| EOYFMV | $423,214 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,993 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $2,843 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN PAYABLE | Desc |
| BOY Book Value | $11,834 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $156 | Amt |
| Net Investment Income | $156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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