REN CHE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- REN CHE FOUNDATION (EIN 47-5595677)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202031929349100018
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases 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 | 2020-07-10T12:32:00-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGEMENT GROUP LLC | 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 | 475595677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REN CHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION MGMT GROUP LLC | InCareOfNm |
| Business Name Control | RENC | BusinessNameControlTxt |
| Phone | 2066670300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY CHANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2066670300 | PhoneNum |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MADALINA DOBRA | PreparerPersonNm |
| PTIN | P01327561 | PTIN |
| Phone | 2066670300 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
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 | 91948320201925000028 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89ACA22AEE2749E938B9A8123B4F2D9E5AA6F8C6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89ACA22AEE2749E938B9A8123B4F2D9E5AA6F8C6 | 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 | $1,500,162 | 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 | $1,024,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,035,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $408 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $309 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $883,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,752 | CashBOYAmt |
| Cash EOY | $41,774 | CashEOYAmt |
| Cash EOYFMV | $41,774 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $124,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,260 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,260 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $464,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,333,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,333,128 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $489,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,500,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,500,162 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $223,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,098 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $223,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $488,244 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,277,162 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $488,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,500,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $488,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $883,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $128,312 | OtherIncreasesAmt |
| Subtotal | $1,500,162 | SubtotalAmt |
| Other Decreases | $223,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,162 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $180,076 | $190,278 | -$10,202 | -$10,202 |
| CAPITAL GAIN DIVIDENDS | P | $7,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,992 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $574,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.137995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $574,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110271 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,630 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $306,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.174807 | DistributionYr3Rt |
| Total Distribution | 0.423073 | TotalDistributionRt |
| Average Distribution | 0.141024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,400,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,530 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $70 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140 | SubtotalAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,260 | OverpaymentAmt |
| Applied To ES Tax | $160 | AppliedToESTaxAmt |
| Refund | $1,100 | RefundAmt |
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.renchefoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MGMT GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066670300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 |
|---|---|---|---|---|---|---|---|---|
| KELLY CHANG | ||||||||
| 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| DEREK WONG | ||||||||
| 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | VICE-PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| MICHAEL CHANG | ||||||||
| 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | TREASURER/DIRECTOR | 2.0 | $0 | $0 | $0 |
| MICHELE WONG | ||||||||
| 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | SECRETARY/DIRECTOR | 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 | $1,030,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $390,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,260 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,422,012 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,422,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,400,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $69,894 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,894 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,258 | 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 | $144,258 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $144,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $38,290 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $69,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $199,408 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $199,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,290 | ExcessFromYear3Amt |
| Excess From Year2 | $34,814 | ExcessFromYear2Amt |
| Excess From Year1 | $51,940 | ExcessFromYear1Amt |
| Excess From Current Year | $74,364 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Little School | |||||||
| 2812 116th Ave NW | BELLEVUE | WA | 98004 | NONE | PC | To support the Education - Campaign for a Big Future | $32,500 |
| Madagascar Health & Enviormental | |||||||
| 1 Emerson Pl 10A | BOSTON | MA | 02114 | NONE | PC | To support the MAHERY's mHealth community health surveillance pilot | $62,500 |
| NW Symphony Orchestra | |||||||
| PO BOX 16231 | SEATTLE | WA | 98116 | NONE | PC | To support symphony for students | $15,000 |
| SPARK NW | |||||||
| 1402 Third Ave 901 | SEATTLE | WA | 98101 | NONE | PC | TO PROVIDE SUPPORT FOR SOLARIZE LAND TRUST PROJECT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Little School | |||||||
| 2812 116th Ave NW | BELLEVUE | WA | 98004 | NONE | PC | Education - Campaign for a Big Future | $140,500 |
| Madagascar Health & Enviormental | |||||||
| 1 Emerson Pl 10A | BOSTON | MA | 02114 | NONE | PC | To support the MAHERY's mHealth community health surveillance pilot | $62,500 |
| NW Symphony Orchestra | |||||||
| PO Box 16231 | SEATTLE | WA | 98116 | NONE | PC | To support symphony for students | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $223,000 | TotalGrantOrContriApprvFutAmt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,778 | 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 | -$2,992 | 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 | $11,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,786 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL CHANG AND TESSIE CHE | ||||||
| 1 | 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | $124,000 | Yes (X) |
| MICHAEL CHANG AND TESSIE CHE | ||||||
| 2 | 1000 SECOND AVENUE 34TH FLOOR | SEATTLE | WA | 981041022 | $900,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD MIDCAP ETF | $101,384 | $101,384 |
| EQUITY FUNDS - SEE ATTACHMENT | $373,032 | $373,032 |
| OBI PHARMA INC - 195,000 SHS | $858,712 | $858,712 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAYABLE CASH/ACCRUAL DIF. | Desc |
| Amt | $223,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $309 | $309 | $0 | $0 |
| FILING AND LICENSES FEES | $25 | $0 | $0 | $25 |
| OFFICE EXPENSES | $233 | $0 | $0 | $233 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $128,312 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,098 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOUNDATION MGMT. GROUP - FEES | $5,000 | $1,000 | $0 | $4,000 |
| SCHWAB - INVESTMENT MGMT. FEES | $6,065 | $6,065 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $408 | $408 |
| CY EXCISE TAX | $140 |