JUNE & JULIAN FOSS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUNE & JULIAN FOSS FOUNDATION (EIN 91-1798171)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-10-20
- IRS object ID
- 202502949349100005
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T15:24:55-04:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262176601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASY OFFICE DBA JITASA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S RACKHAM WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911798171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE & JULIAN FOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 5109126621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PARADISE PKWY | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK STUHR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5109126621 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY CORK | PreparerPersonNm |
| PTIN | P01544850 | PTIN |
| Phone | 2082874777 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,154,714 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,050 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,003,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,854,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,003,217 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,219,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,219,307 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,900 | 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 | $6,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,648 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,895 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,754 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $7 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,125 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,510 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,510 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $481,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $481,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $604,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $614,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,127,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,121 | CashBOYAmt |
| Cash EOY | $950 | CashEOYAmt |
| Cash EOYFMV | $950 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $796,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $705,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $705,762 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $3,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $3,811,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,543,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,445,002 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,630,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,253,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,154,714 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,630,786 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,253,466 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,630,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,253,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,630,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,253,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,630,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $614,393 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,287 | OtherIncreasesAmt |
| Subtotal | $5,253,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,253,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-04-01 | AcquiredDt |
| Sold | 2025-03-31 | SoldDt |
| Gross Sales Price | $1,854,291 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $851,074 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,003,217 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,003,217 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,003,217 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,673 | SubtotalAmt |
| Tax Based On Investment Income | $15,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,673 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,673 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $522 | EsPenaltyAmt |
| Tax Due | $522 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | FOSS-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASY OFFICE DBA JITASA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2082874777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 S RACKHAM WAY | AddressLine1Txt |
| Address Line2 | SUITE 300 | AddressLine2Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD HARRY | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | PRESIDENT | 2.00 | $1,400 | $0 | $0 |
| TIM FOSS | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | VICE PRESIDENT | 2.00 | $800 | $0 | $0 |
| MARK STUHR | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | TREASURER | 2.00 | $1,450 | $0 | $0 |
| JAMES M FOSS | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | DIRECTOR | 2.00 | $1,250 | $0 | $0 |
| ASPEN WELLER | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | SECRETARY | 2.00 | $1,450 | $0 | $0 |
| KRISTIN WELLER | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | GRANT ADMINISTRATOR | 2.00 | $1,400 | $0 | $0 |
| JERRY FOSS | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UBS FINANCIAL SERVICES INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 SW 9TH AVENUE | AddressLine1Txt |
| Address Line2 | STE 2450 | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $74,755 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,895,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $813,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,709,606 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,709,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,533,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $576,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $576,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,673 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $15,673 | TotalTaxAmt |
| Distributable Before Adj | $561,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $561,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $561,025 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,140 | 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 | $513,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $561,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $464,750 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $513,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $464,750 | AppliedToYear1Amt |
| Applied To Current Year | $48,390 | AppliedToCurrentYearAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $512,635 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLICATIONS ACCEPTED ONLINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PARADISE PKWY | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5109126621 | RecipientPhoneNum |
| Recipient Email Address | administrator@foss-foundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS MUST BE SUBMITTED ONLINE THROUGH THE FOUNDATIONS WEBSITE. THIS APPLICATION IS A QUESTIONNAIRE WHICH INCLUDES A SERIES OF QUESTIONS REGARDING THE NON-PROFIT MAKING THE GRANT REQUEST SUCH ITS SIZE HISTORY BUDGET AND LIST OF BOARD MEMBERS. ADDITIONALLY THERE ARE QUESTIONS REGARDING THE SPECIFIC PROGRAM FOR WHICH THE GRANT IS BEING REQUESTED ITS BUDGET COMMUNITY SERVED AND STAFF INVOLVED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS CAN BE SUBMITTED APRIL 1ST THROUGH MAY 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS THAT WORK WITH AND SUPPORT A BROAD DEFINITION OF AT RISK YOUTH WILL RECEIVE PRIORITY CONSIDERATION. THE APPLICANT MUST BE LOCATED OR PROVIDE SERVICES IN OR NEAR THE FOLLOWING CITIES: - TACOMA AND SEATTLE WASHINGTON - PORTLAND OREGAN - SAN FRANCISCO BERKELEY SAN MATEO AND CASTRO VALLEY CALIFORNIA - PHOENIX ARIZONA PHOENIX METRO AREA GILBERT CHANDLER TEMPE MESA QUEEN CREEK AND APACHE JUNCTION - MIAMI FLORIDA AS PART OF OUR MISSION IS TO PROMOTE AND LEARN ABOUT PHILANTHROPY WITHIN OUR FAMILY; WE REQUIRE THAT A SITE VISIT BE DONE TO SEE AND LEARN ABOUT THE PROGRAM FOR WHICH THE GRANT IS TO BE USED. REQUESTS FOR THE FOLLOWING ARE NOT CONSIDERED: - NEW CONSTRUCTION OR ENDOWMENTS - FUNDRAISING OR RECOGNITION EVENT - CAPITAL CAMPAIGN - NATIONAL ORGANIZATIONS - LOCAL AFFILIATES OF NATIONAL ORGANIZATIONS UNLESS THE PROGRAM WAS DEVELOPED AT THE LOCAL LEVEL AND IS SPECIFIC TO LOCAL NEEDS - INDIVIDUAL SCHOLARSHIPS - REQUESTS FROM INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION | ||||||||
| 360 E CORONADO RD SUITE 190 | PHOENIX | AZ | 85004 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| ARK INSTITUTE OF LEARNING | ||||||||
| 1916 S WASHINGTON ST | TACOMA | WA | 98405 | No Relationship | PC | SCHOLARSHIP PROGRAM FOR LOW-INCOME STUDENTS WITH LEARNING DISORDERS | $5,100 | |
| ASSOCIATED MINISTRIES OF TACOMAPIERCE | ||||||||
| 901 S 13TH ST | TACOMA | WA | 98405 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| BAY AREA COMMUNITY COUNSELING | ||||||||
| 3053 FILLMORE ST | SAN FRANCISCO | CA | 94123 | No Relationship | PC | GENERAL SUPPORT | $5,000 | SUITE 142 |
| BAY AREA WILDERNESS TRAINING | ||||||||
| 1100 57TH AVENUE | OAKLAND | CA | 94621 | No Relationship | PC | GENERAL SUPPORT | $5,500 | |
| BOXES OF LOVE PROJECT INC | ||||||||
| PO BOX 702 | TROUTDALE | OR | 97060 | No Relationship | PC | GENERAL SUPPORT | $12,500 | |
| BOYS & GIRLS CLUBS OF PORTLAND METROPOLITAN AREA | ||||||||
| 8203 SE 7TH AVENUE | PORTLAND | OR | 97202 | No Relationship | PC | GENERAL SUPPORT | $5,000 | SUITE 100 |
| BOYS AND GIRLS CLUB PORTLAND | ||||||||
| 8203 SE 7TH AVENUE | PORTLAND | OR | 97202 | No Relationship | PC | GENERAL SUPPORT | $500 | SUITE 100 |
| BRAS FOR GIRLS | ||||||||
| 2226 EASTLAKE AVE E | SEATTLE | WA | 98102 | No Relationship | PC | GENERAL SUPPORT | $1,000 | PMB 35 |
| BREAKTHROUGH SUMMERBRIDGE AT SAN FRANCISCO UNIVERSITY HIGH SCHOOL | ||||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| CANDLELIGHTERS FOR CHILDREN WITH CANCER | ||||||||
| 6600 SW 92ND AVE | PORTLAND | OR | 97223 | No Relationship | PC | LATINX PEER SUPPORT GROUP | $7,500 | |
| CASA OF CONTRA COSTA COUNTY | ||||||||
| 2151 SALVIO STREET | CONCORD | CA | 94520 | No Relationship | PC | GENERAL SUPPORT | $5,500 | SUITE 295 |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | ||||||||
| 100 23RD AVENUE SOUTH | SEATTLE | WA | 98144 | No Relationship | PC | GENERAL SUPPORT | $3,750 | |
| CORVALLIS ENVIRONMENTAL CENTER | ||||||||
| PO BOX 456 | CORVALLIS | OR | 97339 | No Relationship | PC | GENERAL SUPPORT | $2,500 | |
| CROSS WORLD | ||||||||
| 10000 N OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | No Relationship | PC | ACCOMPLISH CHARITABLE PURPOSE | $3,000 | |
| DEGREES OF CHANGE | ||||||||
| PO BOX 1573 | TACOMA | WA | 98401 | No Relationship | PC | SEED INTERNSHIPS | $5,000 | |
| DUSTYS FISHING WELL | ||||||||
| 462 ELWOOD AVENUE | OAKLAND | CA | 94610 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| EMERGENCY FOOD NETWORK | ||||||||
| 3318 92ND ST | LAKEWOOD | WA | 98499 | No Relationship | PC | BREAK BAG PROGRAM | $7,500 | |
| EVERY BODY ATHLETICS | ||||||||
| 10940 SW BARNES RD | PORTLAND | OR | 97225 | No Relationship | PC | GENERAL SUPPORT | $4,000 | |
| FAIRMONT ELEMENTARY PTA | ||||||||
| 3800 SW FINDLAY | SEATTLE | WA | 98126 | No Relationship | PC | GENERAL SUPPORT | $4,754 | |
| FAMILY PROMISE OF METRO EAST | ||||||||
| 4837 NE COUCH ST | PORTLAND | OR | 97213 | No Relationship | PC | GENERAL SUPPORT | $4,000 | |
| FARESTART | ||||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98106 | No Relationship | PC | ACCOMPLISH CHARITABLE PURPOSE | $5,000 | |
| FRIENDS OF THE CHILDREN TACOMA | ||||||||
| 7302 S PARK AVE | TACOMA | WA | 98408 | No Relationship | PC | GENERAL SUPPORT | $7,500 | |
| GABRIELS ANGELS | ||||||||
| 7878 N 16TH ST | PHOENIX | AZ | 85014 | No Relationship | PC | GENERAL SUPPORT | $7,500 | SUITE 130 02 |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | No Relationship | PC | GENERAL SUPPORT | $700 | SUITE 580 |
| GIRLS ON THE RUN BAY AREA | ||||||||
| 3543 18TH ST | SAN FRANCISCO | CA | 94110 | No Relationship | PC | GENERAL SUPPORT | $5,000 | SUITE 31 |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | ||||||||
| 1294 POTRERO AVE STE 1 | SAN FRANCISCO | CA | 94110 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE STE 1100 | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $1,350 | |
| GREENTRIKE | ||||||||
| 1501 PACIFIC AVE STE 202 | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,100 | |
| HENDERSON HOUSE | ||||||||
| PO BOX 554 | MCMINNVILLE | OR | 97128 | No Relationship | PC | GENERAL SUPPORT | $1,000 | |
| HILLTOP ARTISTS IN RESIDENCE | ||||||||
| PO BOX 6829 | TACOMA | WA | 98417 | No Relationship | PC | GENERAL SUPPORT | $5,100 | |
| HORSES HELP | ||||||||
| PO BOX 71005 | PHOENIX | AZ | 85050 | No Relationship | PC | GENERAL SUPPORT | $7,500 | |
| HOUSE OF REFUGE | ||||||||
| 6935 WILLIAMS FIELD RD | MESA | AZ | 85212 | No Relationship | PC | ACCOMPLISH CHARITABLE PURPOSE | $7,500 | |
| ISLANDWOOD | ||||||||
| 4450 BLAKEY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | No Relationship | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,200 | |
| KAIROS WA | ||||||||
| P O BOX 7104 | BELLEVUE | WA | 98008 | No Relationship | PC | GENERAL SUPPORT | $1,000 | |
| LIFE EXPANDING ADVENTURE PROGRAM | ||||||||
| 806 SW BROADWAY | PORTLAND | OR | 97205 | No Relationship | PC | SUMMER WILDERNESS PROGRAMS FOR AT-RISK YOUTH | $6,000 | |
| LITTLE BIT THERAPEUTIC RIDING CENTER | ||||||||
| 18675 NE 106TH ST | REDMOND | WA | 98052 | No Relationship | PC | EQUINE-ASSISTED SERVICES FOR PEOPLE WITH DISABILITIES | $7,500 | |
| METROPOLITAN DEVELOPMENT COUNCIL | ||||||||
| 721 FAWCETT AVE STE 204 | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $3,750 | |
| MOCKINGBIRD SOCIETY | ||||||||
| 2100 24TH AVE S STE 240 | SEATTLE | WA | 98144 | No Relationship | PC | GENERAL SUPPORT | $600 | |
| MOUNTAIN VIEW COMMUNITY CENTER | ||||||||
| 3607 122ND AVE E | EDGEWOOD | WA | 98372 | No Relationship | PC | GENERAL SUPPORT | $5,000 | STE A |
| MULTICULTURAL CHILD & FAMILY HOPE CENTER | ||||||||
| 2021 S 19TH ST | TACOMA | WA | 98405 | No Relationship | PC | STRENGTHENING FAMILIES AND SUPPORTING FUTURES FOR PIERCE COUNTY FAMILIES IN CRISIS | $7,500 | |
| MUSEUM OF GLASS | ||||||||
| 1801 DOCK ST | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| NETWORK TACOMA | ||||||||
| PO BOX 112431 | TACOMA | WA | 98411 | No Relationship | PC | GENERAL SUPPORT | $5,500 | |
| NEW AVENUES FOR YOUTH | ||||||||
| 1220 SW COLUMBIA ST | PORTLAND | OR | 97201 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| NEW HORIZONS | ||||||||
| 26604 SE 230TH ST | MAPLE VALLEY | WA | 98038 | No Relationship | PC | GENERAL SUPPORT | $3,500 | |
| NEW PHOEBE HOUSE | ||||||||
| PO BOX 5245 | TACOMA | WA | 98415 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| NEXT CHAPTER FOUNDATION | ||||||||
| P O BOX 8395 | TACOMA | WA | 98419 | No Relationship | PC | GENERAL SUPPORT | $8,500 | |
| OLD SKOOL CAFE | ||||||||
| 1429 MENDELL ST | FRANCISCO | CA | 94124 | No Relationship | PC | GENERAL SUPPORT | $5,500 | |
| PARROTT CREEK CHILD & FAMILY SERVICES | ||||||||
| 1001 MOLALLA AVE | OREGON CITY | OR | 97045 | No Relationship | PC | GENERAL SUPPORT | $5,000 | 209 |
| PIVOTAL CONNECTIONS | ||||||||
| 75 E SANTA CLARA ST 1450 | SAN JOSE | CA | 95113 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| POINT DEFIANCE ZOOLOGICAL SOCIETY | ||||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| POMEROY RECREATION AND REHABILITATION CENTER | ||||||||
| 207 SKYLINE BLVD | SAN FRANCISCO | CA | 94132 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| PROJECT AVARY | ||||||||
| 29 MARY STREET SUITE C | RAFAEL | CA | 94901 | No Relationship | PC | IMPROVING THE LIVES OF CHILDREN IMPACTED BY PARENTAL INCARCERATION | $10,000 | |
| PROJECT LEMONADE INC | ||||||||
| PO BOX 96144 | PORTLAND | OR | 97296 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | ||||||||
| 125 E UNIVERSITY DR | MESA | AZ | 85201 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| SOCIAL VENTURE PARTNERS PORTLAND | ||||||||
| 1355 NW EVERETT ST | PORTLAND | OR | 97209 | No Relationship | PC | EQUITABLE ACCESS TO EARLY LEARNING | $7,500 | |
| SUMMIT COMMUNITY CENTER | ||||||||
| 4605 88TH AVE SE | MERCER ISLAND | WA | 98040 | No Relationship | PC | GENERAL SUPPORT | $5,500 | |
| TACOMA AREA COALITION OF INDIVIDUALS WITH DISABILITIES TACID | ||||||||
| 6315 S 19TH ST | TACOMA | WA | 98466 | No Relationship | PC | GENERAL SUPPORT | $4,250 | |
| TACOMA AREA YOUTH FOR CHRIST | ||||||||
| 1702 TACOMA AVE S STE B | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| TACOMA COMMUNITY BOAT BUILDERS | ||||||||
| 1120 E D ST | TACOMA | WA | 98421 | No Relationship | PC | GENERAL SUPPORT | $8,500 | |
| TEAMCHILD | ||||||||
| 715 TACOMA AVE S | TACOMA | WA | 98402 | No Relationship | PC | TEAMCHILD POLICY EXPANSION PROGRAM | $7,500 | |
| THE BUFFALO SOLDIERS MUSEUM | ||||||||
| 1940 S WILKESON ST | TACOMA | WA | 98405 | No Relationship | PC | GENERAL SUPPORT | $1,500 | |
| THE GOOD WORKS PROJECT DBA BRANCHING OUT | ||||||||
| 1820 E RAY RD SUITE A204 | CHANDLER | AZ | 85225 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| THE GRAND TACOMA CINE CLUB | ||||||||
| 606 FAWCETT AVENUE | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| THE MAYAS WINGS FOUNDATION | ||||||||
| 4804 NW BETHANY BLVD SUITE I 2 | PORTLAND | OR | 97229 | No Relationship | PC | GENERAL SUPPORT | $5,000 | 252 |
| THE PLACE OF HORSES | ||||||||
| 4764 SW OLD FOREST WAY | PORT ORCHARD | WA | 98367 | No Relationship | PC | GENERAL SUPPORT | $3,500 | |
| THE WISHING WELL FOUNDATION | ||||||||
| 12716 PACIFIC AVE S | TACOMA | WA | 98444 | No Relationship | PC | GENERAL SUPPORT | $5,000 | 2ND FLOOR |
| TODOS JUNTOS | ||||||||
| PO BOX 645 | CANBY | OR | 97013 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| TRA MEDICAL IMAGING FOUNDATION | ||||||||
| 1304 S FAWCETT AVE STE 301 | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| TRILLIUM FAMILY SERVICES | ||||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| UMOM NEW DAY CENTERS | ||||||||
| 3333 E VAN BUREN ST | PHOENIX | AZ | 85008 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| UNITED STATES TENNIS ASSOCIATION PACIFIC NORTHWEST SECTION | ||||||||
| 9746 SW NIMBUS AVE | BEAVERTON | OR | 97008 | No Relationship | PC | GENERAL SUPPORT | $4,500 | |
| VOICES FOR CASA CHILDREN | ||||||||
| 4300 N MILLER RD | SCOTTSDALE | AZ | 85251 | No Relationship | PC | GENERAL SUPPORT | $3,000 | SUITE 116 |
| WATERSIDE WORKSHOPS | ||||||||
| 84 BOLIVAR DR | BERKELEY | CA | 94710 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| WELLNESS READY | ||||||||
| 8435 E BASELINE RD | MESA | AZ | 85209 | No Relationship | PC | GENERAL SUPPORT | $5,000 | STE 109 |
| YOUTH ENRICHMENT STRATEGIES DBA YES | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | No Relationship | PC | STRENGTHENING FAMILIES AND SUPPORT RICHMOND YOUTHS PATH TO SUCCESSFUL ADULTHOOD | $7,500 | |
| ZIONS RIVER | ||||||||
| 4602 S 56TH ST | TACOMA | WA | 98409 | No Relationship | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,500 | |
| ANIMAL ASSISTED HAPPINESS | ||||||||
| 1030 E EL CAMINO REAL | SUNNYVALE | CA | 94078 | No Relationship | PC | GENERAL SUPPORT | $5,000 | NO 279 |
| BAYVIEW HUNTERS PT CTR FOR ARTS & TECH | ||||||||
| 2415 THIRD STREET | SAN FRANCISCO | CA | 94107 | No Relationship | PC | GENERAL SUPPORT | $7,500 | SUITE 230 |
| CASA FOR CHILDREN | ||||||||
| 1224 CHAPLINE STREET | WHEELING | WV | 26003 | No Relationship | PC | GENERAL SUPPORT | $10,500 | |
| CASA FAMILIA | ||||||||
| 1550 S DOUGLAS ROAD | CORAL GABLES | FL | 33134 | No Relationship | PC | GENERAL SUPPORT | $5,000 | SUITE 280 |
| FRIENDSHIP CIRCLE OF MIAMI BEACH AND NORTH DADE | ||||||||
| PO BOX 402113 | MIAMI BEACH | FL | 33140 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| HOLY FAMILY DAY HOME | ||||||||
| 299 DOLORES ST | SAN FRANCISCO | CA | 94103 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY | ||||||||
| 2608 CENTER ST | TACOMA | WA | 98409 | No Relationship | PC | GENERAL SUPPORT | $700 | |
| LIGHTS CAMERA DISCOVER | ||||||||
| 325 E SOUTHERN AVE STE 115 | PHOENIX | AZ | 85040 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| MT HOOD KIWANIS CAMP | ||||||||
| 10725 SW BARBUR BLVD STE 50 | PORTLAND | OR | 97219 | No Relationship | PC | GENERAL SUPPORT | $12,500 | |
| NORTHWEST FURNITURE BANK | ||||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| PEARL FOUNDATION OF PUGET SOUND | ||||||||
| 1420 MARVIN RD NE | LACEY | WA | 98516 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| PIERCE CENTER FOR ARTS & TECHNOLOGY DBA ARIVVA | ||||||||
| PO BOX 44046 | TACOMA | WA | 98444 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| POWER PAWS ASSISTANCE DOGS | ||||||||
| 5025 E WASHINGTON ST | PHOENIX | AZ | 85034 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| REAL OPTIONS FOR CITY KIDS | ||||||||
| 73 LELAND AVE | SAN FRANCISCO | CA | 94134 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| REFUGEE CHOIR PROJECT | ||||||||
| 1753 S 41ST ST | TACOMA | WA | 98418 | No Relationship | PC | GENERAL SUPPORT | $3,750 | |
| SAFE STREETS CAMPAIGN | ||||||||
| 622 TACOMA AVE S | TACOMA | WA | 98402 | No Relationship | PC | GENERAL SUPPORT | $5,000 | FLOOR 1 |
| STMARKS LUTHERAN CHURCH | ||||||||
| 6730 N 17TH ST | TACOMA | WA | 98406 | No Relationship | PC | GENERAL SUPPORT | $1,200 | |
| WINGS LEARNING CENTER | ||||||||
| 2500 COTTONWOOD DRIVE | SAN BRUNO | CA | 94066 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| YOGA 4 CHANGE | ||||||||
| PO BOX 330117 | ATLANTIC BEACH | FL | 32233 | No Relationship | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $481,804 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,003,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,219,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,307 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,648 | Amt |
| Net Investment Income | $2,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,754 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $75,300 | $403,456 |
| AMAZON.COM INC | $13,208 | $428,085 |
| AMERICAN WATER WORKS CO INC | $78,497 | $142,504 |
| ASGN INC | $0 | $0 |
| ASTRAZE NECA PLC SPON ADR | $81,754 | $266,070 |
| APPLE INC | $29,058 | $429,377 |
| BLACKROCK INC | $107,475 | $236,620 |
| BNP PARIBAS SA ADR | $192,907 | $302,635 |
| COCA COLA CO COM | $88,858 | $232,765 |
| COSTCO WHOLESALE CORP | $35,961 | $425,601 |
| FREEPO RT-MC MO RAN INC | $198,817 | $208,230 |
| LAM RESEARC H CORP | $64,327 | $290,800 |
| MERCK & CO INC NEW COM | $107,650 | $216,860 |
| MICRON TECHNOLOGY INC | $35,878 | $293,862 |
| MICROSOFT CORP | $46,443 | $399,040 |
| MONDELEZ INTL INC | $133,296 | $169,625 |
| NIKE INC CL B | $48,789 | $184,029 |
| NIVIDIA CORP | $165,616 | $433,520 |
| ON HLDG AGCL ACH F | $207,758 | $395,280 |
| PALO ALTO NETW ORKS INC | $33,970 | $377,797 |
| PIONEER NAT RES CO | $0 | $0 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES | $123,746 | $125,400 |
| SHELL PLC SPON ADR | $166,901 | $236,401 |
| THERMO FISHER SCIENTIFIC INC | $0 | $0 |
| TRANE TECNOLOGIES PLC | $39,658 | $336,920 |
| UNION PACIFIC CORP | $96,684 | $236,240 |
| UNITD RENTALS INC | $43,256 | $344,685 |
| VISA INC CL A | $164,873 | $338,544 |
| JOHNSON & JOHNSON COM | $65,540 | $200,335 |
| CHEVRON CORP | $131,626 | $323,372 |
| PFIZER INC | $285,904 | $253,400 |
| EXXON MOBIL | $220,366 | $400,437 |
| LILLY ELI & CO | $310,245 | $330,364 |
| PAYPAL HOLDINGS INC | $0 | $0 |
| UBER TECHNOLOGIES | $104,179 | $102,004 |
| VISTRA CORP | $127,015 | $117,440 |
| ISHARES IBONDS DEC 2027 | $165,798 | $168,150 |
| ISHARES IBONDS DEC 2025 | $232,393 | $233,700 |
| ISHARES IBONDS DEC 2026 | $227,004 | $229,400 |
| ISHARES IBONDS DEC 2028 | $166,628 | $166,875 |
| LITHIA MOTORS INC CL A | $70,095 | $293,540 |
| WALT DISNEY CO HOLDING CO | $56,286 | $171,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $13,044 | $0 | $0 | $13,044 |
| OFFICE & MISCELANEOUS | $1,121 | $0 | $0 | $1,121 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR INVESTMENT FAIR MARKET VALUE. | Desc |
| Amt | $8,287 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $74,755 | Amt |
| Net Investment Income | $74,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $14,125 | Amt |
| Net Investment Income | $14,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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