ASH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ASH FAMILY FOUNDATION (EIN 91-1578235)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349101384
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T13:07:01-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 911578235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHF | BusinessNameControlTxt |
| Phone | 4256981488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL GUDAITIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4256981488 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA I SIMONS CPA | PreparerPersonNm |
| PTIN | P01707740 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.169.227.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 10:48:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1EA915F5640715995FFF92CC6E0F0518F9E2B866 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4657F5A2D03F3B9600F750FF54ED087B651AE6D1 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $260,640 | 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 | $311,840 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $145 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,850 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,850 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,629 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,866 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,866 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $332,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,490 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,995 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,627 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,221 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,406 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,406 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,995 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,560 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $64,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $200,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $232,080 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $121,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $260,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $121,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $228,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $228,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000 SHS STARBUCKS CORP STOCK | 2019-02-06 | 2019-02-06 | $69,058 | $20 | $69,038 | $69,038 |
| 500 SHS STARBUCKS CORP STOCK | 2019-05-07 | 2019-05-20 | $38,421 | $10 | $38,411 | $38,411 |
| 500 SHS STARBUCKS CORP STOCK | 2019-05-07 | 2019-06-05 | $39,253 | $10 | $39,243 | $39,243 |
| 500 SHS STARBUCKS CORP STOCK | 2019-05-07 | 2019-07-11 | $43,947 | $10 | $43,937 | $43,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,629 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.175617 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $98,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.296396 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,876 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $222,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.431452 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $295,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.322772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,348 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $206,330 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147085 | DistributionYr5Rt |
| Total Distribution | 3.373322 | TotalDistributionRt |
| Average Distribution | 0.674664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $215,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,922 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $217,816 | 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 | $1,922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,202 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,202 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,280 | OverpaymentAmt |
| Applied To ES Tax | $2,280 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHERYL GUDAITIS | IndividualWithBooksNm |
| Phone | 4258277367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SHERYL A GUDAITIS | ||||||||
| 4124 118TH AVE NE | KIRKLAND | WA | 98033 | PRES-DIRECTOR | 1.00 | $0 | $0 | $0 |
| EILEEN A ARTHUR | ||||||||
| 25 TYSON CIRCLE | PIEDMONT | CA | 94611 | SEC-DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEITH A ASH | ||||||||
| 2703 37TH AVE SW | SEATTLE | WA | 98126 | TREAS-DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $218,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $218,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $215,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,922 | TotalTaxAmt |
| Distributable Before Adj | $8,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,922 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,272 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $435,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $208,974 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $644,244 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $613,896 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,272 | ExcessFromYear4Amt |
| Excess From Year3 | $95,876 | ExcessFromYear3Amt |
| Excess From Year2 | $123,518 | ExcessFromYear2Amt |
| Excess From Year1 | $90,256 | ExcessFromYear1Amt |
| Excess From Current Year | $208,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERYL GUDAITIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4258277367 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE | |||||||
| 1308 5TH AVENUE | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| ARTHRITIS FOUNDATION | |||||||
| 155 NE 100TH ST 303 | SEATTLE | WA | 98125 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50 |
| ARTS FUND | |||||||
| 10 HARRISON ST | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| BELLEVUE ARTS MUSEUM | |||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BELLEVUE SCHOOLS FOUNDATION | |||||||
| 12241 MAIN ST | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| BURKE MUSEUM | |||||||
| 4300 15TH AVE NE | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CANCER LIFELINE | |||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 981035358 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 |
| EASTSIDE HERITAGE CENTER | |||||||
| PO BOX 40535 | BELLEVUE | WA | 98015 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| FRED HUTCHINSON CANCER CENTER | |||||||
| PO BOX 19024 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FULCRUM FOUNDATION | |||||||
| 710 NINTH AVE | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| HOPELINK | |||||||
| PO BOX 3577 | REDMOND | WA | 98073 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,250 |
| JDRF NORTHWEST CHAPTER | |||||||
| 1215 4TH AVE 1100 | SEATTLE | WA | 98161 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| KCTS | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LEO'S LIGHTHOUSE | |||||||
| PO BOX 1157 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| MEDIC ONE FOUNDATION | |||||||
| 325 NINTH AVE | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| MUSEUM OF POP CULTURE | |||||||
| 325 5TH AVE N | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,300 |
| OVERLAKE HOSPITAL FOUNDATION | |||||||
| PO BOX 34936 | SEATTLE | WA | 981248852 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 |
| PROVIDENCE HOSPICE OF SEATTLE | |||||||
| 2811 S 102ND STREET SUITE 200 | TUKWILA | WA | 98168 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| RIDER UNIVERSITY | |||||||
| 2083 LAWRENCEVILLE RD | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| SACRED HEART CHILDRENS HOSPITAL | |||||||
| 101 WEST 8TH AVE | SPOKANE | WA | 99204 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 FIRST AVE | SEATTLE | WA | 981012003 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,510 |
| SEATTLE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5371 | SEATTLE | WA | 981455005 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SEATTLE LIGHTHOUSE | |||||||
| 2501 SOUTH PLUM STREET | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SEATTLE NATIVITY SCHOOL | |||||||
| 2800 S MASSACHUSETTS STREET | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $36,100 |
| SEATTLE SYMPHONY ORCHESTRA | |||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,100 |
| SEATTLE UNIVERSITY | |||||||
| BOX 222000 | SEATTLE | WA | 981221090 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,250 |
| ST JOHN THE EVANGELIST | |||||||
| 106 N 79TH STREET | SEATTLE | WA | 981034201 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $800 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| THE NORTHWEST SCHOOL | |||||||
| 1415 SUMMIT AVE | SEATTLE | WA | 98122 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT ST N | ISSAQUAH | WA | 98027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| WASHINGTON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | |||||||
| 902 140TH AVE NE | BELLEVUE | WA | 980053480 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| WOODLAND PARK ZOO | |||||||
| 601 N 59TH ST | SEATTLE | WA | 981035858 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,410 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,850 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,500 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT AND CLODAGH ASH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $311,840 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,000 SHS STARBUCKS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $311,840 | FairMarketValueAmt |
| Received | 2019-05-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $5,627 | Amt |
| Net Investment Income | $4,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,406 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VERIZON - 200 SHS | $5,438 | $12,280 |
| STARBUCKS CORP - 2,500 SHS | $50 | $219,800 |
| UNREALIZED GAIN IN STARBUCKS - 1,000 SHS | $194,850 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $55 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,866 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,866 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX PAYMENT | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments