ELIZABETH A LYNN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH A LYNN FOUNDATION (EIN 91-1156982)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-02-07
- IRS object ID
- 202030389349100308
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-07T12:58:23-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842102241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFF PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH STREET SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911156982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH A LYNN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DIANE TITCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 4255982400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY L MOSS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4253449215 | PhoneNum |
| Signature | 2020-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC S KAUFMAN CPA | PreparerPersonNm |
| PTIN | P00726375 | PTIN |
| Phone | 4255982400 | PhoneNum |
| Preparation | 2020-02-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.160.205.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-07 | IPDt |
| IP Tm | 12:58:23 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7348BC89F6B5E1FE10F4E6E8B144E61225EDBD94 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF253BB8795F37643F8B9CCA298BE9C05E2E04FA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,590,766 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $285,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $588,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $228,701 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $514,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,192 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,696 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,664 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $380,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $553,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $553,761 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,260,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,276,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,317,900 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,210,116 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,120,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,719,105 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,851,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,950,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,590,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,851,343 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,950,531 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,851,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,950,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,851,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,950,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,851,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,132 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,955,475 | SubtotalAmt |
| Other Decreases | $4,944 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,950,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP COM | P | 2014-01-22 | 2019-01-15 | $81,147 | $31,937 | $49,210 | $49,210 |
| VANGUARD TOTAL STOCK | P | 2011-04-05 | 2019-11-12 | $24,978 | $10,993 | $13,985 | $13,985 |
| LAM RESEARCH CORP COM | P | 2014-01-31 | 2019-01-15 | $16,789 | $6,097 | $10,692 | $10,692 |
| VANGUARD TOTAL STOCK | P | 2011-04-05 | 2019-11-12 | $21 | $9 | $12 | $12 |
| VANGUARD MATERIALS ETF | P | 2018-04-20 | 2019-02-27 | $24,989 | $26,760 | -$1,771 | -$1,771 |
| T ROWE PRICE GROWTH | P | 2006-01-17 | 2019-11-12 | $200,000 | $82,658 | $117,342 | $117,342 |
| GOLDCORP INC | P | 2015-12-28 | 2019-04-18 | $13,227 | $14,214 | -$987 | -$987 |
| HOME DEPOT INC | P | 2012-05-21 | 2019-07-25 | $21,551 | $4,776 | $16,775 | $16,775 |
| KRAFT (THE) HEINZ CO SHS | P | 2012-03-29 | 2019-07-25 | $9,423 | $11,215 | -$1,792 | -$1,792 |
| KRAFT (THE) HEINZ CO SHS | P | 2012-05-21 | 2019-07-25 | $1,071 | $1,299 | -$228 | -$228 |
| KRAFT (THE) HEINZ CO SHS | P | 2013-12-05 | 2019-07-25 | $8,414 | $13,429 | -$5,015 | -$5,015 |
| SCHLUMBERGER LTD | P | 2018-03-20 | 2019-07-25 | $39,961 | $65,702 | -$25,741 | -$25,741 |
| JOHNSON AND JOHNSON COM | P | 2012-05-29 | 2019-07-25 | $13,113 | $6,255 | $6,858 | $6,858 |
| JOHNSON AND JOHNSON COM | P | 2015-04-23 | 2019-07-25 | $13,113 | $10,068 | $3,045 | $3,045 |
| CENTURYLINK INC SHS | P | 2017-07-27 | 2019-09-12 | $13,572 | $22,359 | -$8,787 | -$8,787 |
| CENTURYLINK INC SHS | P | 2019-07-25 | 2019-09-12 | $13,572 | $11,475 | $2,097 | $2,097 |
| MCDONALDS CORP COM | P | 2012-03-29 | 2019-09-12 | $21,337 | $9,762 | $11,575 | $11,575 |
| SPDR S&P MIDCAP 400 ETF | P | 2010-11-26 | 2019-11-12 | $72,695 | $31,264 | $41,431 | $41,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,701 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $326 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $357,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,446,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $323,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,033,298 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $342,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,500,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $335,034 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,958,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,875,693 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046256 | DistributionYr5Rt |
| Total Distribution | 0.241067 | TotalDistributionRt |
| Average Distribution | 0.048213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,268,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,213 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,296 | 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 | $4,765 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,765 | SubtotalAmt |
| Tax Based On Investment Income | $4,765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $965 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ELIZABETHALYNNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFF PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4255982400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH ST SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TRACI A KENNEDY | ||||||||
| 9629 SW QUARTERMASTER DR | VASHON | WA | 98070 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODY L MOSS | ||||||||
| PO BOX 1423 | KETCHUM | ID | 83340 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH KENNEDY | ||||||||
| 12715 SHORT AVE | LOS ANGELES | CA | 90066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHLOE LYNN | ||||||||
| 307 W OLYMPIC PLACE 106 | SEATTLE | WA | 98119 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,827,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $552,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,379,436 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,379,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,268,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,765 | TotalTaxAmt |
| Distributable Before Adj | $358,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $358,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $358,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,296 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $370,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,765 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $365,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $358,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $355,693 | UndistributedIncomePYAmt |
| Qualifying Distributions | $370,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $355,693 | AppliedToYear1Amt |
| Applied To Current Year | $14,603 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $344,069 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN FOUNDATION ATTN DIANE TITCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4255982400 | RecipientPhoneNum |
| Recipient Email Address | APPLICATIONS@ELIZABETHALYNNFOUNDATION.OR | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST SUBMIT A LETTER OF INQUIRY. THESE ORGANIZATIONS WILL BE NOTIFIED OF FINAL APPROVAL OR DENIAL BY JUNE 30. GUIDELINES ARE AVAILABLE ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTER OF INQUIRY IS DUE BETWEEN DECEMBER 1 AND JANUARY 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ELIZABETH A. LYNN FOUNDATION PRIMARILY CONTRIBUTES TO ORGANIZATIONS WITH A FOCUS ON EDUCATION IN THE PUGET SOUND CORRIDOR OF WASHINGTON, BLAINE COUNTY, IDAHO, AND LOS ANGELES, CALIFORNIA. IN ADDITION, 10% OF THE FOUNDATION'S DISTRIBUTIONS WILL GO TO ORGANIZATIONS WITH A FOCUS ON CANCER RESEARCH, DOMESTIC VIOLENCE, AND CATHOLIC CHARITIES AND AN ADDITIONAL 10% WILL GO TO DISASTER RELIEF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE FLORENCE PROJECT | ||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | PC | EDUCATIONAL PROGRAMS | $18,000 |
| KIDS IN CONCERT | ||||||
| PO BOX 11623 | BAINBRIDGE ISLAND | WA | 98110 | PC | EDUCATIONAL PROGRAMS | $7,500 |
| LEWIS COUNTY AUTISM COALITION | ||||||
| 450 NW PACIFIC AVENUE | CHEHALIS | WA | 98532 | PC | EDUCATIONAL PROGRAMS | $9,000 |
| KIDS IN NEED OF DEFENSE | ||||||
| 1201 L ST NW FLOOR 2 | WASHINGTON DC | DC | 20005 | PC | EDUCATIONAL PROGRAMS | $18,000 |
| LITTLE BIT THERAPEUTIC RIDING CENTE | ||||||
| 18675 NE 106TH STREET | REDMOND | WA | 98052 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| MERCY HOUSING NORTHWEST | ||||||
| 6930 MARTIN LUTHER KING | SEATTLE | WA | 98118 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| MILLIONAIRE CLUB CHARITY | ||||||
| 2515 WESTERN AVENUE | SEATTLE | WA | 98121 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| NEW BEGINNINGS | ||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | PC | EDUCATIONAL PROGRAMS | $12,000 |
| NW SCHOOL FOR DEAF AND HARD-OF-HEAR | ||||||
| PO BOX 33666 | SHORELINE | WA | 98133 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| PROVAIL | ||||||
| 12550 AURORA AVE NORTH | SEATTLE | WA | 98133 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| ROCK PAPER SCISSORS FOUNDATION | ||||||
| PO BOX 44643 | TACOMA | WA | 98448 | PC | EDUCATIONAL PROGRAMS | $2,000 |
| RJ'S KIDS | ||||||
| PO BOX 13007 | BURTON | WA | 98013 | PC | EDUCATIONAL PROGRAMS | $11,000 |
| COMPASS HEALTH | ||||||
| 4526 FEDERAL AVE M/S 49 | EVERETT | WA | 98203 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| EASTSIDE ACADEMY | ||||||
| 1717 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | PC | EDUCATIONAL PROGRAMS | $15,000 |
| FARESTART | ||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| FRIENDS OF YOUTH | ||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | PC | EDUCATIONAL PROGRAMS | $15,000 |
| FULCRUM FOUNDATION | ||||||
| 710 NINTH AVENUE | SEATTLE | WA | 98104 | PC | EDUCATIONAL PROGRAMS | $15,000 |
| GARDEN RAISED BOUNTY | ||||||
| 2016 ELLIOTT AVENUE NW | OLYMPIA | WA | 98506 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| HAND IN HAND | ||||||
| 14 EAST CASINO ROAD STE D | EVERETT | WA | 98208 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| HEARING SPEECH & DEAF CENTER | ||||||
| 1625 19TH AVENUE | SEATTLE | WA | 98122 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| FLOURISH FOUNDATION | ||||||
| PO BOX 2429 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| LEE PESKY LEARNING CENTER INC | ||||||
| 3324 ELDER STREET | BOISE | ID | 83706 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| SUN VALLEY INSTITUTE | ||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $9,000 |
| HIGHER GROUND | ||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| WELLSPRING FAMILY SERVICES | ||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| THE WISHING WELL FOUNDATION | ||||||
| 16524 89TH AVENUE E | PUYALLUP | WA | 98375 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| TEAM READ | ||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| TACOMA MUSIC ACADEMY | ||||||
| 1001 YAKIMA AVENUE 4A | TACOMA | WA | 98405 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| SOUND | ||||||
| 6400 SOUTHCENTER BLVD | TUKWILA | WA | 98188 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| SEATTLE URBAN ACADEMY | ||||||
| 3800 SOUTH OTHELLO STREET | SEATTLE | WA | 98118 | PC | EDUCATIONAL PROGRAMS | $7,000 |
| BIKE WORKS SEATTLE | ||||||
| 3715 S HUDSON ST STE 111 | SEATTLE | WA | 98118 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| BOYS & GIRLS CLUBS OF KING COUNTY | ||||||
| 603 STEWARD ST 300 | SEATTLE | WA | 98101 | PC | EDUCATIONAL PROGRAMS | $20,000 |
| CATHOLIC COMMUNITY SERVICES KING CO | ||||||
| 100 23RD AVENUE SOUTH | SEATTLE | WA | 98144 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| CHILDREN'S MUSEUM OF TACOMA | ||||||
| 1501 PACIFIC AVE STE 202 | TACOMA | WA | 98402 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| THE ACADEMY PROJECT | ||||||
| 8569 APPIAN WAY | LOS ANGELES | CA | 90046 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| RESOURCE OF EDUCATION ADVOCACY | ||||||
| 9300 SANTA FE SPRINGS RD | SANTA FE SPRINGS | CA | 90670 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| LOS ANGELES HOUSE OF RUTH | ||||||
| 605 CUMMINGS | LOS ANGELES | CA | 90033 | PC | EDUCATIONAL PROGRAMS | $14,000 |
| JUBILEE WOMEN'S CENTER | ||||||
| 620 18TH AVENUE EAST | SEATTLE | WA | 98112 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $228,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $514,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,200 | Amt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2011-10-26 | AcquiredDt |
| Cost Or Other Basis | $3,500 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,500 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 3.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HOLDING LT | $53,245 | $60,000 |
| ALPHABET INC SHS CL A | $55,987 | $65,205 |
| ALTRIA GROUP INC | $19,302 | $29,820 |
| AMAZON | $30,377 | $180,080 |
| AMERICAN TOWER REIT INC | $35,845 | $107,015 |
| APPLE INC | $57,228 | $187,075 |
| ASTRAZENECA PLC SPND | $22,777 | $38,784 |
| ATLANTICA YIELD PLC | $49,100 | $51,840 |
| BROADCOM LTD | $97,734 | $119,844 |
| CENTURYLINK INC | ||
| DIAGEO PLC SPSD ADR | $40,051 | $65,376 |
| DOVER CORP | $30,326 | $44,592 |
| EXXON MOBIL CORP | $34,004 | $27,252 |
| GENL DYNAMICS CORP | $31,044 | $72,696 |
| GOLDCORP INC | ||
| HESS CORP | $49,429 | $55,881 |
| HOME DEPOT, INC | $23,881 | $110,255 |
| INTEL CORP | $52,355 | $116,100 |
| JOHNSON & JOHNSON CO | $18,764 | $41,247 |
| JP MORGAN CHASE & CO | $39,664 | $105,408 |
| KRAFT HEINZ CO | ||
| LAM RESEARCH CORP | ||
| MCDONALDS CORP | $38,085 | $77,792 |
| MERCK AND CO INC SHS | $58,837 | $87,180 |
| METLIFE INC | $31,137 | $49,910 |
| MONDELEZ INTERNATIONAL INC | $30,891 | $63,048 |
| NEWMONT GOLDCORP CORP | $13,183 | $15,091 |
| ORACLE CORP | $28,552 | $56,140 |
| PEPSICO INC | $37,316 | $67,915 |
| ROCHE HOLDING LTD | $41,310 | $53,998 |
| ROYAL DUTCH SHELL PLC | $28,077 | $28,805 |
| SCHLUMBERGER LTD | ||
| SHELL MIDSTREAM PARTNERS | $48,394 | $41,089 |
| TENCENT HOLDINGS LTD | $49,685 | $80,536 |
| UNITED TECHS CORP | $37,744 | $59,336 |
| WAL-MART STORES INC | $39,474 | $71,454 |
| WELLS FARGO & CO | $52,949 | $87,136 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGEL OAK MULTI STRATEGY INC FD | AT COST | $81,715 | $74,948 |
| BLACKROCK CREDIT STRATEGIES INC | AT COST | $138,207 | $137,851 |
| BLACKROCK STRATEGIC INC OPPORTUNITY | AT COST | $82,541 | $81,015 |
| DELAWARE HEALTHCARE FUND CLASS | AT COST | $50,000 | $54,792 |
| EATON VANCE FLOATING RT FD | AT COST | $49,479 | $51,261 |
| EATON VANCE FLOATING RT MUNI FD | AT COST | $49,514 | $49,716 |
| EATON VANCE WORLDWIDE HEALTH | AT COST | $89,985 | $114,044 |
| GOLDMAN SACHS MID CAP | AT COST | $20,242 | $31,882 |
| GOLDMAN SACHS STRATEGIC INC FD | AT COST | $131,222 | $117,123 |
| HARTFORD FLOATING RT FD | AT COST | $96,588 | $90,708 |
| MATERIALS SELECT SECTOR SPDR FD | AT COST | $27,681 | $30,020 |
| NUVEEN SANTA BARBARA DIV GROWTH | AT COST | $228,768 | $429,498 |
| NUVEEN SMALL CAP VALUE | AT COST | $107,976 | $249,823 |
| PIMCO INCOME FD CL P | AT COST | $90,658 | $87,393 |
| PIMCO TOTAL RETURN FD | AT COST | $85,726 | $85,518 |
| PIMCO UNCONSTRAINED BOND FD | AT COST | $92,128 | $86,701 |
| PIONEER STRATEGIC INCOME FD | AT COST | $141,037 | $142,664 |
| SECTOR SPDR INDUSTRIAL | AT COST | $34,163 | $41,020 |
| SPDR DJ WILSHIRE INTL | AT COST | $138,448 | $138,040 |
| SPDR S P BIOTECH | AT COST | $52,257 | $56,190 |
| SPDR S&P MIDCAP 400 ETF | AT COST | $156,319 | $366,640 |
| T ROWE PRICE GROWTH STK FD | AT COST | $694,039 | $1,601,771 |
| T ROWE PRICE INTL GROWTH & INC | AT COST | $303,601 | $333,835 |
| TEMPLETON GLOBAL BOND FD | AT COST | $96,043 | $77,586 |
| VANGUARD MATERIALS ETF | AT COST | ||
| VANGUARD TOTAL STOCK MARKET INDEX | AT COST | $81,686 | $189,066 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $3,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,500 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $4,944 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| TMA ADVISORY FEES | $37,028 | $37,028 |
| FOREIGN TAXES | $534 | $534 |
| DEPOSITORY BANK FEES | $102 | $102 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,696 | Amt |
| Disbursements Charitable Prps | $10,696 | DisbursementsCharitablePrpsAmt |
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