KEN AND DEAN KIRN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEN AND DEAN KIRN FOUNDATION (EIN 82-3097498)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-24
- IRS object ID
- 202011159349100001
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-24T09:18:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821409524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAILSBACK JOHNSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 NE GREENWOOD DR 260 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986626843 | 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 | 823097498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN & DEAN KIRN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEN& | BusinessNameControlTxt |
| Phone | 3606963312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13615 SE RIVERCREST DRIVE | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98683 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S KENNETH KIRN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3606963312 | PhoneNum |
| Signature | 2020-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY M RAILSBACK | PreparerPersonNm |
| PTIN | P00441154 | PTIN |
| Phone | 3605587420 | PhoneNum |
| Preparation | 2020-04-09 | 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 | $3,118,657 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $995,487 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,510 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,510 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,778 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,025,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,133 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,454 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,454 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,047 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $317 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $997,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,000 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $6,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $331,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $331,554 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $669,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,495,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $160,900 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $731,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $974,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,130,357 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,136,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,125,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,118,657 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $15,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $15,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,136,483 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,110,257 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,136,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,110,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,136,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,125,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,136,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $997,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,133,651 | SubtotalAmt |
| Other Decreases | $23,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,110,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CENTURYLINK INC | D | 2011-03-31 | 2019-12-26 | $4,704 | $14,389 | -$9,685 | -$9,685 |
| NORDIC AMERICAN TANKERS LTD | D | 2012-08-10 | 2019-12-26 | $4,059 | $7,256 | -$3,197 | -$3,197 |
| NORDIC AMERICAN TANKERS LTD | D | 2010-05-19 | 2019-12-26 | $1,015 | $4,635 | -$3,620 | -$3,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $766,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013282 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $30,782 | NetVlNoncharitableAssetsYr2Amt |
| Total Distribution | 0.013282 | TotalDistributionRt |
| Average Distribution | 0.013282 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,150,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,271 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $902 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $902 | SubtotalAmt |
| Tax Based On Investment Income | $902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $402 | TaxDueAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAILSBACK JOHNSON PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3605587420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 NE GREENWOOD DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 260 | AddressLine2Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98662 | 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 |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| S KENNETH KIRN | |||||||||
| 13615 SE RIVERCREST DRIVE | VANCOUVER | WA | 98683 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| STEVEN KENNETH KIRN | |||||||||
| 9905 SE 18TH CIRCLE | VANCOUVER | WA | 98664 | VP/TREASURER | 0.25 | $0 | $0 | $0 | |
| T RANDALL GROVE | |||||||||
| 805 BROADWAY STREET | VANCOUVER | WA | 98660 | SECRETARY | 0.25 | $0 | $0 | $0 | SUITE 1000 |
| 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 | $2,124,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,183,433 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,183,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,150,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $902 | TotalTaxAmt |
| Distributable Before Adj | $106,632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,271 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,271 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,202 | UndistributedIncomePYAmt |
| Qualifying Distributions | $26,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,271 | AppliedToYear1Amt |
| Taxable2 | $1,931 | Taxable2Amt |
| Undistributed Income CY | $106,632 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | S KENNETH KIRN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBIA RIVER MARITIME MUSEUM | ||||||
| 1792 MARINE DRIVE | ASTORIA | OR | 97103 | PC | DONATION TO GENERAL FUND | $5,000 |
| SYMPHONY ORCHESTRA | ||||||
| 205 E 11TH STE LL5 | VANCOUVER | WA | 98660 | PC | DONATION TO GENERAL FUND | $3,500 |
| ALBERTINA KERR FOUNDATION | ||||||
| 424 NE 22ND AVENUE | PORTLAND | OR | 97232 | PC | DONATION TO GENERAL FUND | $5,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | DONATION TO GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,510 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,502 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,661 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | S KENNETH STELLA D KIRN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13615 SE RIVERCREST DRIVE | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $995,487 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 400 SHR ARES CAPITAL CORP | $7,208 | 2019-06-18 |
| 1 | 225 SHR EXXON MOBIL CORP | $17,042 | 2019-06-18 |
| 1 | 800 SHR AT&T INC | $25,952 | 2019-06-18 |
| 1 | 200 SHR JOHNSON & JOHNSON | $28,046 | 2019-06-18 |
| 1 | 360 SHR CENTURYLINK INC | $4,122 | 2019-06-18 |
| 1 | 1000 SHR NORDIC AMERICAN TANKERS | $2,160 | 2019-06-18 |
| 1 | 350 SHR CONOCOPHILLIPS | $20,941 | 2019-06-18 |
| 1 | 600 SHR PHILIP MORRIS INTL INC | $46,266 | 2019-06-18 |
| 1 | 413 SHR DUKE ENERGY CORP | $36,030 | 2019-06-18 |
| 1 | 250 SHR PHILLIPS 66 COM | $21,700 | 2019-06-18 |
| 1 | 1008 SHR ENBRIDGE INC | $34,867 | 2019-06-18 |
| 1 | 1075 SHR TOTAL S A SPON ADR | $57,717 | 2019-06-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAILSBACK JOHNSON PC | CategoryTxt |
| Amt | $7,454 | Amt |
| Disbursements Charitable Prps | $7,454 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMERICA CORP CORP NT 6.45% | $100,000 | $107,840 |
| FORD MOTOR CO 6.00% | $50,000 | $53,060 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $23,299 | $31,264 |
| CONOCOPHILLIPS | $18,253 | $22,761 |
| DUKE ENERGY CORPORATION | $22,930 | $37,670 |
| ENBRIDGE INC | $33,317 | $40,088 |
| EXXON MOBIL CORP | $18,803 | $15,701 |
| JOHNSON & JOHNSON | $23,321 | $204,218 |
| NIKE INC | $111,513 | $506,550 |
| PHILIP MORRIS INTL INC | $39,681 | $51,054 |
| PHILLIPS 66 COM | $16,540 | $27,852 |
| PROCTER & GAMBLE | $17,296 | $212,330 |
| TOTAL S SPON ADR | $119,199 | $114,748 |
| AXA EQUITABLE HLDG INC | $100,000 | $104,400 |
| GABELLI EQUITY TRUST | $50,000 | $50,280 |
| PUBLIC STORAGE | $50,000 | $51,380 |
| SYNCHRONY FINANCIAL | $25,000 | $25,550 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES CAPITAL CORP | AT COST | $6,986 | $7,460 |
| INDUSTRIAL SEL SEC SPDR | AT COST | $75,047 | $75,360 |
| INVESCO S&P 500 EQUAL WEIGHT | AT COST | $148,459 | $162,008 |
| ISHARES CORE S&P 500 ETF | AT COST | $197,111 | $240,814 |
| ISHARES S&P 500 GROWTH ETF | AT COST | $149,628 | $179,117 |
| ISHARES S&P SMALL CAP 600 V ETF | AT COST | $74,056 | $73,968 |
| ISHARES SMALL CAP 600 G ETF | AT COST | $74,879 | $82,153 |
| TECHNOLOGY SEL SEC SPDR | AT COST | $74,779 | $101,295 |
| VANGUARD DIVIDEND APPRECIATION | AT COST | $173,606 | $208,182 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION ON DONATED SECURITIES | $23,294 |
| ADJ FOR BOOK/TAX GAIN/LOSS DIFFERENCE | $100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $51 | $51 |
| OFFICE SUPPLIES & SOFTWARE | $266 | $266 |
| PENALTIES | $32 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| EOY Book Value | $15,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,047 | $1,047 |
| PF EXCISE TAXES | $630 |
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