SAMIS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMIS FOUNDATION (EIN 91-1641746)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-01
- IRS object ID
- 202012759349100116
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-01T17:34:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911641746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2066223363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET NO C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELI GENAUER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2066223363 | PhoneNum |
| Signature | 2020-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2020-09-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.35.112.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-14 | IPDt |
| IP Tm | 17:26:10 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66C70FE7EF4BBDAA4DEF06057012E8AA887C6567 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6EDF24ACDF01F1BE2FDCB25E70854792FCE1D1F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $178,000,626 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $452,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $452,735 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,425,419 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,134,297 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8,008,891 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,241,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,603,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,241,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,120,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,828,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,155 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $132,155 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $411,574 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $416,540 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,022 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,721 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $92,648 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $82,783 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,214 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,216 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $512,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $214,092 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $179,917 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $560,859 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $151,364 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $27 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $817,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $538,352 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,216 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,369,521 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $805,434 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $163,446 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $175,527 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,811,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,071,343 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $261,483 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,947,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,863,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,282,791 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,344,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,695,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,291,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,863,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,978,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,171,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,965,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $756,256 | CashBOYAmt |
| Cash EOY | $325,586 | CashEOYAmt |
| Cash EOYFMV | $325,586 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,870,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,742,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,742,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $162,900 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $70,979 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $103,661 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $91,921 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $91,921 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $535,426 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $412,414 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $535,426 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $535,426 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $92,863 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,640 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,640 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,384,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,824,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,824,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,075,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,126,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,126,160 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $76,696,066 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $26,682,686 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $51,190,683 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $50,013,380 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $129,042,306 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $18,910,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,940,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,940,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,323,261 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,273,881 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,273,881 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $90,119,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,971,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $178,000,626 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $220,944 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $194,803 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,655,861 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,304,280 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $10,243,731 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $9,037,128 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $573,030 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $563,941 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,693,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,100,152 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,425,682 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,871,548 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,425,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,871,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,119,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,971,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,425,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,171,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,617,503 | OtherIncreasesAmt |
| Subtotal | $83,871,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,871,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LAND | P | $1,149,500 | $137,200 | $1,012,300 | $1,012,300 |
| PUBLICLY TRADED SECURITIES | P | $1,453,909 | $1,224,396 | $229,513 | $229,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,241,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,325,047 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $150,987,146 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048514 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,056,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $122,345,988 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049503 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,485,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,098,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,332,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,685,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,473,777 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105,190,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042530 | DistributionYr5Rt |
| Total Distribution | 0.237276 | TotalDistributionRt |
| Average Distribution | 0.047455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $164,819,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,821,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $89,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,911,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,108,429 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $89,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,654 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,210 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $89,864 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $208 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SAMISFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINDA SULLIVAN | IndividualWithBooksNm |
| Phone | 2066223363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 JAMES STREET SUITE C | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE KANTER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHIEF EXECUTIVE OFFICER | 20.00 | $121,419 | $10,736 | $0 |
| DAVE AZOSE | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID ELLENHORN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | BOARD VC/VC TRUST & GOV | 1.00 | $0 | $0 | $0 |
| ELI GENAUER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | TREASURER/CHAIR,FINANCE/AUDIT/VC ENDOW | 1.00 | $0 | $0 | $0 |
| JERRY COHEN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DANA BEHAR | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR, ENDOWMENT INVESTMENT | 1.00 | $0 | $0 | $0 |
| AL MAIMON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR, GRANTS COMMITTEE | 1.00 | $0 | $0 | $0 |
| VICTOR ALHADEFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | VICE CHAIR, GRANTS COMMITTEE | 1.00 | $0 | $0 | $0 |
| GREG ROER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | CHAIR TRUSTEESHIP COMMITTEE | 1.00 | $0 | $0 | $0 |
| RABBI RON-AMI MEYERS | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | RABBI | 1.00 | $0 | $0 | $0 |
| BARRY ERNSTOFF | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| EDDIE HASSON | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LUCY PRUZAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ERNIE SHERMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| MARIA ERLITZ | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| DR ALEX SYTMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| JUDY NEUMAN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| ELI ALMO | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
| LOUIS TREIGER | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | MEMBER AT LARGE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY AMIEL | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | SENIOR PROGRAM OFFIC | 40.00 | $89,888 | $8,580 | $0 |
| MELISSA RIVKIN | ||||||||
| 208 JAMES STREET SUITE C | SEATTLE | WA | 98104 | DIRECTOR OF DAY SCHO | 40.00 | $51,077 | $4,737 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Description1 | PROGRAM RELATED INVESTMENT IS AN INTEREST FREE LOAN OF$130,000 MADE TO THE SEATTLE JEWISH COMMUNITY SCHOOL, A 501(C)(3) PUBLIC CHARITY EXEMPT UNDER 170(B)(1)(A)(II). THE LOAN IS MADE FOR THE PURPOSES OF SUPPORTING INTENSIVE, IMMERSIVE JEWISH EDUCATION, WHICH INCLUDES DAY SCHOOLS. THE LOAN IS INTENDED TO PROVIDE UNRESTRICTED CAPITAL WHICH WILL BE USED FOR OPERATING COSTS NEEDED TO CLOSE BUDGET DEFICITS DUE TO REDUCED ENROLLMENT AND CASH FLOW ISSUES. THE LOAN IS TO BE REPAID OVER TEN YEARS BEGINNING APRIL 1, 2020. THE SAMIS FOUNDATION MAY REDUCE GRANT COMMITMENTS IN THE FUTURE OR MAY, AT THE SAMIS FOUNDATION'S SOLE DISCRETION, FORGIVE REPAYMENT OBLIGATIONS. THE LOAN IS UNSECURED. THE LOAN PRINCIPAL MAY NOT BE USED FOR LOBBYING, POLITICAL, OR ANY OTHER IMPERMISSIBLE ACTIVITY OF THE SAMIS FOUNDATION. | Description1Txt |
| Expenses1 | $130,000 | Expenses1Amt |
| Total | $130,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,218,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,857,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $156,860,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,936,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $9,606,993 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $167,329,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,509,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,819,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,240,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,240,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,656 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $88,312 | IncomeTaxAmt |
| Total Tax | $177,968 | TotalTaxAmt |
| Distributable Before Adj | $8,063,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,063,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,063,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,978,429 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $130,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,108,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $89,656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,018,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,063,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,770,374 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,108,429 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,770,374 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,338,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,724,962 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR PIONEER SQUARE | |||||||
| 310 1ST AVE SO SUITE 201 | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $11,500 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $93,750 |
| AMERICAN FRIENDS OF JAFFA INSTITUTE | |||||||
| 171-06 76TH AVENUE | FLUSHING | NY | 11366 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,667 |
| AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $37,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $81,800 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $35,834 |
| CAMP SOLOMON SCHECHTER | |||||||
| 117 E LOUISA 110 | SEATTLE | WA | 98102 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $76,777 |
| CENTER FOR INITIATIVES IN JEWISH EDUCATION | |||||||
| 45 BROADWAY SUITE 3050 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $78,125 |
| COMMUNITY TECHNOLOGY INITIATIVE | |||||||
| 34 N ALLEN ST | ALBANY | NY | 12203 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $41,250 |
| COMPASS HOUSING ALLIANCE | |||||||
| 210 ALASKAN WAY S | SEATTLE | WA | 98104 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| DERECH EMUNAH | |||||||
| 5145 SO MORGAN ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $102,647 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 |
| FRIENDS OF THE LOWER GRAND COULEE | |||||||
| PO BOX 1625 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500 |
| HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $16,667 |
| INTERNATIONAL SEPHARDIC EDUCATIONAL & CULTURAL CENTER IN JERUSALEM | |||||||
| 6505 WILSHIRE BLVD SUITE 320 | LOS ANGELES | CA | 90048 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $15,000 |
| ISRAEL AMERICAN COUNCIL SEATTLE | |||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $62,500 |
| ISRAEL EMERGENCY ALLIANCE (DBA STANDWITHUS) | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $51,250 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $579,443 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $247,556 |
| JEWISH FEDERATION OF SAN DIEGO COUNTY | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 921234325 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $52,500 |
| KAV L'NOAR FOUNDATION | |||||||
| 348 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $30,000 |
| LIMMUD SEATTLE | |||||||
| 4616 25TH AVENUE NE PMB 216 | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,064 |
| MASQUERS THEATER | |||||||
| PO BOX 1174 | SOAP LAKE | WA | 98851 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $500 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $402,319 |
| NEW CAJE INC | |||||||
| 200 LOCUST STREET NO 400 | HARRISBURG | PA | 17105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $39,272 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $1,088,594 |
| ORTHODOX UNION | |||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $177,949 |
| PLYMOUTH HOUSING GROUP AND SUBSIDIARIES | |||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| PRIZMAH CENTER FOR JEWISH DAY SCHOOLS | |||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $10,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $895,158 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $528,818 |
| SEATTLE SEPHARDIC NETWORK | |||||||
| PO BOX 80685 | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| SEPHARDIC ADVENTURE CAMP | |||||||
| PO BOX 28511 | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $102,368 |
| SEPHARDIC BIKUR HOLIM | |||||||
| 6500 52ND AVE S | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $180 |
| STROUM JEWISH COMMUNITY CENTER | |||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $40,362 |
| THE FRIENDSHIP CIRCLE | |||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,467 |
| THE GESHER FOUNDATION | |||||||
| 511 6TH AVE SUITE 444 | NEW YORK | NY | 10011 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $20,000 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $679,555 |
| TRINITY LUTHERAN CHURCH | |||||||
| 2194 SE MINTER BRIDGE RD | HILLSBORO | OR | 97123 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $100 |
| UNION FOR REFORM JUDAISM | |||||||
| 3805 108TH AVE NE SUITE 100 | BELLEVUE | WA | 98004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $159,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 3075 | SOUTHEASTERN | PA | 193989917 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $750,000 |
| WEST COAST NCSY | |||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $57,834 |
| YOUTH CAPACITY BUILDING | |||||||
| 595 WARREN STREET | ALBANY | NY | 12208 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $23,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,695,638 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $18,750 |
| AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE | |||||||
| 150 WEST 30TH STREET NO 900 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $37,500 |
| BBYO | |||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $9,333 |
| DERECH EMUNAH | |||||||
| 5145 SO MORGAN ST | SEATTLE | WA | 98118 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $178,750 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,333 |
| ISRAEL AMERICAN COUNCIL SEATTLE | |||||||
| 5900 CANOGA AVE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $12,500 |
| ISRAEL EMERGENCY ALLIANCE (DBA STANDWITHUS) | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $8,750 |
| JEWISH DAY SCHOOL | |||||||
| PO BOX 7299 | BELLEVUE | WA | 98008 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $556,250 |
| JEWISH FEDERATION OF GREATER SEATTLE | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 98121 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $36,439 |
| KAV L'NOAR FOUNDATION | |||||||
| 348 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $5,000 |
| MENACHEM MENDEL SEATTLE CHEDER | |||||||
| 4541 19TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $325,186 |
| NORTHWEST YESHIVA HIGH SCHOOL | |||||||
| 5017 90TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $937,500 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $105,000 |
| SEATTLE HEBREW ACADEMY | |||||||
| 1617 INTERLAKEN DR EAST | SEATTLE | WA | 98112 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $821,250 |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 8TH AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $506,250 |
| STROUM JEWISH COMMUNITY CENTER | |||||||
| 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,322 |
| THE FRIENDSHIP CIRCLE | |||||||
| 2737 77TH AVE SE SUITE 101 | MERCER ISLAND | WA | 98040 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $3,333 |
| TORAH DAY SCHOOL | |||||||
| 1625 SOUTH COLUMBIAN WAY | SEATTLE | WA | 98108 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $594,000 |
| WEST COAST NCSY | |||||||
| 9831 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATIONAL & HUMANITARIAN | $6,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,184,279 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $452,735 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $606,323 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,402,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,241,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $606,323 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,097,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,703,553 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,991 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XIII, LINE 2A | PART XIII, LINE 2A HAS BEEN ADJUSTED FROM $2,805,386 AS ORIGINALLY FILED ON THE 2018 RETURN. THIS IS TO REFLECT $35,012 OF CHARITABLE GRANT EXPENSE THAT WAS NOT INCLUDED ON THE ORIGINALLY FILED 2017 RETURN. THUS, THE CORRECTED UNDISTRIBUTED AMOUNT OF $2,770,374 IS BEING CARRIED FORWARD TO 2019. |
| PART VII-A, LINE 11 | NAME OF CONTROLLED ENTITY: SAMIS LAND CO. EMPLOYER ID NUMBER: 91-0517717ADDRESS: 208 JAMES STREET, #CSEATTLE, WA 98104 EXCESS BUSINESS HOLDING [ ] YES [X ] NO |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTM TERM INV G ADM | $636,155 | $636,155 |
| VANGUARD SHORT TERM INVT GRADE ADM | $419,342 | $419,342 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $1,070,663 | $1,070,663 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES | $631,492 | $631,492 |
| VANGUARD INTERNATIONAL VALUE #46 | $432,111 | $432,111 |
| VANGUARD MID CAP INDEX ADM | $886,391 | $886,391 |
| VANGUARD MIDCAP VALUE INDEX ADMIRAL | $664,597 | $664,597 |
| VANGUARD SMALL CAP INDEX FUND | $435,777 | $435,777 |
| VANGUARD SMALL CAP VALUE INDEX FUND | $643,031 | $643,031 |
| VANGUARD TOT INT ST INDX ADM | $1,517,956 | $1,517,956 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $2,262,648 | $2,262,648 |
| VANGUARD VALUE INDEX ADM | $1,350,392 | $1,350,392 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAMIS LAND CO. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $25,940,000 | BookValueAmt |
| EOYFMV | $25,940,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $92,648 | LegalFeesAmt |
| Net Investment Income | $82,783 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,214 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET INTANGIBLE ASSETS | $427,333 | $347,783 | $347,783 |
| ACCRUED INCOME | $5,543 | $0 | $0 |
| INTERCOMPANY RECEIVABLE | $890,385 | $926,098 | $926,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION | $103,752 | $77,127 | $0 |
| UTILITY EXPENSES | $325,988 | $255,287 | $0 |
| SECURITY EXPENSE | $41,091 | $37,062 | $0 |
| JANITORIAL | $40,708 | $35,647 | $0 |
| ADMINISTRATIVE EXPENSES | $228,903 | $158,252 | $0 |
| LEASING & MARKETING | $14,635 | $9,025 | $0 |
| TENANT PARKING | $5,540 | $0 | $0 |
| REPAIRS & MAINTENANCE | $565,862 | $351,060 | $0 |
| GROUNDS EXPENSE | $38,887 | $36,149 | $0 |
| INSURANCE | $186,696 | $109,848 | $0 |
| LICENSES | $1,886 | $1,886 | $0 |
| MARKETING | $178,390 | $0 | $177,916 |
| OTHER ADMIN | $79,110 | $0 | $83,567 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS FROM INVESTMENTS | $1,587,503 |
| CHANGE IN VALUE OF SAMIS LAND CO. | $7,030,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE DEPOSITS | $515,624 | $513,969 |
| FEDERAL INCOME TAX LIABILITY | $6,141 | $6,141 |
| INTEREST PAYABLE | $51,265 | $43,831 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $387,730 | $89,342 | $179,917 |
| INVESTMENT MANAGEMENT | $124,750 | $124,750 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $25,000 | $0 | $0 |
| TAXES | $756,162 | $531,436 | $0 |
| B&O TAXES | $6,916 | $6,916 | $0 |
| PAYROLL TAXES | $29,216 | $0 | $29,216 |
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