DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION (EIN 45-3943382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103351
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:36:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 2ND AVE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | 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 | 453943382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID GIULIANI | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2064656852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GIULIANI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2064656852 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAQUEL R NELSON | PreparerPersonNm |
| PTIN | P00183672 | PTIN |
| Phone | 2066211900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.125.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91948320203215000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8CA3E21E060B7E179E45D88A2315E80EB3709A42 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 393D1E937DF61F6394F40EB9B5D5CA16E422A049 | 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 | $15,097,363 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48,476 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,476 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $242,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $355,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,114,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,618 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $647,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $647,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,588 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,587 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,140 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $753,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $753,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $861,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $757,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $396,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,167,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,167,333 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,478 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,478 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,327,709 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,084,668 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,117,180 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,487,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,793,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,109,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $724,230 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $665,015 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $688,586 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,956 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,242 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,242 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,937,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,725,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,097,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,937,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,725,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,937,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,725,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,937,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,725,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,937,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,507 | OtherIncreasesAmt |
| Subtotal | $13,725,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,725,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT TERM STOCK SALE | P | $5,667,541 | $5,632,098 | $39,334 | $35,443 | ||
| SHORT TERM STOCK SALE | P | $120,269 | $118,525 | $1,103 | $1,744 | ||
| SHORT TERM STOCK SALE | P | $7,530 | $7,587 | -$75 | -$57 | ||
| LONG TERM STOCK SALE | P | $3,164,064 | $2,991,000 | $172,536 | $173,064 | ||
| LONG TERM STOCK SALE | P | $20,743 | $20,030 | $713 | $713 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $76,252 | $0 | $76,252 | $76,252 | ||
| REDEMPTION - BALYSNY | P | $1,057,796 | $992,041 | $65,755 | $65,755 | 2016-05-12 | 2019-10-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $760,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,905,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $656,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,486,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $677,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,226,749 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $717,917 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,757,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052183 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $851,458 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,384,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059191 | DistributionYr5Rt |
| Total Distribution | 0.258943 | TotalDistributionRt |
| Average Distribution | 0.051789 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,933,146 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $721,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $727,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $757,517 | 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 | $5,525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,525 | SubtotalAmt |
| Tax Based On Investment Income | $5,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,003 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,003 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,478 | OverpaymentAmt |
| Applied To ES Tax | $13,478 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID GIULIANI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064656852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID GIULIANI | ||||||||
| 1960 82ND AVENUE SE | MERCER ISLAND | WA | 98040 | PRESIDENT/TREASURER | 2.0 | $0 | $0 | $0 |
| NICOLE ROVEN GIULIANI | ||||||||
| 2575 CHULA VISTA BLVD | EUGENE | OR | 97403 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| DANIEL ROVEN GIULIANI | ||||||||
| 5240 KIRKWOOD PL N | SEATTLE | WA | 98103 | SECRETARY | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,771,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,340,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,542 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,145,326 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,145,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,933,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $696,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $696,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,525 | TotalTaxAmt |
| Distributable Before Adj | $691,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $691,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $691,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $757,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $757,517 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $751,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $691,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $182,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,121 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $45,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $757,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $691,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,385 | RemainingDistriFromCorpusAmt |
| Total Corpus | $347,768 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $182,755 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $165,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,453 | ExcessFromYear4Amt |
| Excess From Year3 | $20,121 | ExcessFromYear3Amt |
| Excess From Year1 | $45,054 | ExcessFromYear1Amt |
| Excess From Current Year | $66,385 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID GIULIANI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID GIULIANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064656852 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT PROPOSAL MAY BE REQUESTED, THE CONTENT OF WHICH MAY VARY DEPENDING ON THE NATURE AND SCOPE OF THE PROPSED GRANT, AND THE FOUNDATION'S KNOWLEDGE OF AND EXPERIENCE WITH THE GRANT APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS ARE MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC 501(C)(3); TO THE UNITED STATES FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES, AS WELL AS DOMESTIC ORGANIZATIONS OTHER THAN PUBLIC CHARITIES AND GOVERNMENTAL AGENCIES, SO LONG AS THE GRANT IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES; AND TO FOREIGN ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 901 5th ave 630 | seattle | WA | 98164 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $60,000 | |
| Cancer Lifeline | ||||||||
| 6522 Freemont Ave N | Seattle | WA | 98103 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $85,050 | |
| KCTS | ||||||||
| 401 Mercer St | Seattle | WA | 98109 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| Planned Parenthood | ||||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $90,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| FIELD ACADEMY | ||||||||
| 131 SWAMP ROAD | RICHMOND | VT | 05477 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| BEYOND TOXICS | ||||||||
| PO BOX 1106 | EUGENE | OR | 97440 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| ALI FORNI CENTER | ||||||||
| 224 WEST 35TH STREET 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| WHITE BIRD CLINIC | ||||||||
| 341 E 12TH AVE | EUGENE | OR | 97401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| BE THE MATCH | ||||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| HOPELINK | ||||||||
| 10675 WILLOWS ROAD NE SUITE 275 | REDMOND | WA | 98052 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $50,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $50,000 | |
| AWAMAKI US | ||||||||
| 4533 15TH AVE S | SEATTLE | WA | 98108 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| SAN JUAN COMMUNITY HOME TRUST | ||||||||
| PO BOX 2603 | FIRDAY HARBOR | WA | 98250 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| KUOW - National Public Radio | ||||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| OREGON PUBLIC BROADCASTING | ||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| KLCC - NATIONAL PUBLIC RADIO | ||||||||
| 136 W 8TH AVE | EUGENE | OR | 97401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| EUGENE SYMPHONY | ||||||||
| 115 W 8TH AVENUE SUITE 115 | EUGENE | OR | 98401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| CENTER FOR AN AGRICULTURAL ECONOMY | ||||||||
| PO BOX 422 140 JUNCTION RD | HARDWICK | VT | 05843 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| PO BOX 19024 | SEATTLE | WA | 98109 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $11,450 | |
| Orion Center for Integrative Medicine | ||||||||
| 6522 FREEMONT AVE N | SEATTLE | WA | 98103 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| AUDOBON SOCIETY OF WASHINGTON | ||||||||
| 8050 35th Ave NE | Seattle | WA | 98115 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 | |
| RAICES | ||||||||
| 1305 N Flores Street | San Antonio | TX | 78212 | N/A | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 | ||
| SEATTLE FOUNDATION | ||||||||
| Westlake Tower | Seattle | WA | 981013615 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $42,430 | 1601 5th Ave Suite 1900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $753,930 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,476 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $355,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $647,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $647,065 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACH A | BondNm |
| EOY Book Value | $665,015 | EOYBookValueAmt |
| EOYFMV | $688,586 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACH A | StockNm |
| EOY Book Value | $10,793,342 | EOYBookValueAmt |
| EOYFMV | $12,109,544 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,084,668 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,117,180 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIV INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,956 | BOYBookValueAmt |
| EOY Book Value | $1,242 | EOYBookValueAmt |
| EOYFMV | $1,242 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE FROM SALE OF DONATED | $0 |
| SECURITIES | $1,507 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $11,140 | $11,140 | $0 | $0 |
| EXCISE TAXES | $8,933 | $0 | $0 | $0 |
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