SHERI AND LES BILLER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHERI AND LES BILLER FAMILY FOUNDATION (EIN 47-0998912)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349103651
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:54:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470998912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHERI AND LES BILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HARBORVIEW CAPITAL LLC | InCareOfNm |
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 2065357543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION STREET Suite 3030 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LES BILLER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2065357543 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN M PAULE | PreparerPersonNm |
| PTIN | P00358939 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420193195000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,170,516 | 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 | $2,951,252 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,660 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,660 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $535,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,999,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,603,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,980 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,132 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,645,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,766,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $873,813 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $873,813 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $55,329 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,329 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,644 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $67,644 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,254 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,627 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $236,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,020 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121,254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $789 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $64,215 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,379 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $69,885 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $69,885 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $241,434 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $241,434 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $96,649 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,794,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,569,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $790,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $790,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,585,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,360,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,060,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,606,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $903,014 | CashBOYAmt |
| Cash EOY | $851,139 | CashEOYAmt |
| Cash EOYFMV | $851,139 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,324,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,690,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,131,603 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,116,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,373,247 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,324,200 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $124,825 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $106,934 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $19,359 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $17,891 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $17,891 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,754,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,278,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,837,106 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $0 | LandBOYAmt |
| Other Assets BOY | $4,537 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,577 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,577 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,122,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,219,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,170,516 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,663 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,221 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,221 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,106,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,180,758 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,106,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,180,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,122,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,219,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,106,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,060,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,600 | OtherIncreasesAmt |
| Subtotal | $10,180,758 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,180,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 900 SHS WORLD FUEL SERVICES | P | 2015-07-31 | 2018-04-09 | $22,225 | $36,793 | -$14,568 | -$14,568 |
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $774,771 | $773,308 | $1,463 | $1,463 | ||
| CHARLES SCHWAB - PUBLICLY TRADED SECURITIES | P | $833,427 | $623,329 | $210,098 | $210,098 | ||
| 2,930 SHS FRESHPET INC. | D | 2016-05-20 | 2018-05-11 | $60,982 | $28,767 | $32,215 | $32,215 |
| 1,960 SHS FRESHPET INC. | P | 2015-06-10 | 2018-01-16 | $36,357 | $36,013 | $344 | $344 |
| 3,100 SHS PIMCO ETF TRUST | P | 2018-09-14 | $314,560 | $314,774 | -$214 | -$214 | |
| 4,000 SHS ECOLAB INC. | D | $619,823 | $195,248 | $424,575 | $424,575 | ||
| 895 SHS MOHAWK INDUSTRIES INC. | D | 2009-03-25 | 2018-04-19 | $214,895 | $25,320 | $189,575 | $189,575 |
| 1,000 SHS UNITEDHEALTH GROUP INC | D | 2008-04-25 | $249,300 | $33,877 | $215,423 | $215,423 | |
| 1,890 SHS WELLS FARGO & COMPANY | D | 1994-08-02 | 2018-02-13 | $108,049 | $12,285 | $95,764 | $95,764 |
| 3,830 SHS WELLS FARGO & COMPANY | D | 1995-07-01 | $216,662 | $27,231 | $189,431 | $189,431 | |
| HARVEST MLP INCOME FUND, LLC | P | $281,738 | $289,025 | -$7,287 | -$7,287 | ||
| PUBLICLY TRADED SECURITIES - WASH SALE | P | $440 | $440 | $440 | |||
| CAPITAL GAIN DIVIDENDS | P | $21,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,603,675 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,633,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,928,851 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,558,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,995,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.284395 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,477,714 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,806,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.394904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $932,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,314,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.28117 | DistributionYr4Rt |
| Total Distribution | 1.225747 | TotalDistributionRt |
| Average Distribution | 0.306437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,538,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,229,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,069 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,245,317 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,360,591 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,137 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,137 | SubtotalAmt |
| Tax Based On Investment Income | $32,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $53,465 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $21,328 | OverpaymentAmt |
| Applied To ES Tax | $21,328 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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.BILLERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBORVIEW CAPITAL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2065357543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO UNION SQUARE 601 UNION STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| SHERI BILLER | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | Co-Chair and President | 30.0 | $0 | $0 | $0 |
| LES BILLER | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | Co-Chair, Secretary, CFO & VP | 20.0 | $0 | $0 | $0 |
| HOWARD BEHAR | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| YVONNE BELL | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| ALEX CAPPELLO | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| LINDSEY KOZBERG | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| JOHN R OHANESIAN | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| PEDRO MARTI | ||||||||
| 601 UNION STREET Suite 3030 | SEATTLE | WA | 981012348 | DIRECTOR | 2.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK DEDERER | ||||||||
| 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | EXECUTIVE DIRECTOR | 40.0 | $197,101 | $8,463 | $0 |
| COLLEEN ANDERSON | ||||||||
| 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | BANKWORK$ EXEC. DIR. | 40.0 | $222,130 | $6,870 | $0 |
| RANKO FUKUDA | ||||||||
| 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | BANKWORK$ LIAISON | 40.0 | $113,850 | $8,532 | $0 |
| ROXANNE ALVAREZ | ||||||||
| 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | SENIOR OFFICER | 40.0 | $112,000 | $2,913 | $0 |
| ALISSA WEDDINGTON | ||||||||
| 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | OPERATIONS OFFICER | 40.0 | $75,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBORVIEW CAPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST SUITE 3030 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $110,876 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $9,839,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $850,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,577 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,698,528 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,698,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,538,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,137 | TotalTaxAmt |
| Distributable Before Adj | $494,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,360,591 | 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 | $2,360,591 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,360,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $829,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,063,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,134,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,180,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,207,057 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,360,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $494,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,865,825 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,072,882 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,072,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $829,311 | ExcessFromYear4Amt |
| Excess From Year3 | $3,063,334 | ExcessFromYear3Amt |
| Excess From Year2 | $2,134,406 | ExcessFromYear2Amt |
| Excess From Year1 | $2,180,006 | ExcessFromYear1Amt |
| Excess From Current Year | $1,865,825 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHERI LES BILLER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Achievable Foundation | ||||||||
| 5901 Green Valley Circle Suite 405 | Culver City | CA | 90230 | None | PC | General Operating Expenses | $1,500 | |
| Amanecer Community Counseling Services | ||||||||
| 1200 Wilshire Blvd Suite 200 | Los Angeles | CA | 90017 | None | PC | CalWorks Domestic Violence Program | $1,000 | |
| American Civil Liberties Union of Washington FDN | ||||||||
| 901 5th Avenue Suite 630 | Seattle | WA | 98164 | None | PC | General Operating Expenses | $200 | |
| American Heart Association - MN | ||||||||
| 2750 Blue Water Road Suite 250 | Eagan | MN | 55121 | None | PC | Twin Cities Heart Walk | $250 | |
| ASPCA | ||||||||
| 520 Eighth Avenue 7th Floor | New York | NY | 10018 | None | PC | General operating expenses | $250 | |
| ARMENIAN CATHOLIC EPARCHY OF OUR LADY OF NAREG | ||||||||
| 1510 E Mountain Street | Glendale | CA | 91207 | None | PC | General Operating Expenses | $250 | |
| Arts Corps | ||||||||
| 4408 SW Delridge Way | Seattle | WA | 98106 | None | PC | The Residency | $1,000 | |
| ArtsFund | ||||||||
| 10 Harrison Street Suite 200 | Seattle | WA | 98109 | None | PC | General Operating Expenses | $2,200 | |
| Broadway Bound | ||||||||
| 5031 NE University Way | Seattle | WA | 98105 | None | PC | General Operating Expenses | $1,000 | |
| Cancer Lifeline | ||||||||
| 6522 North Fremont Avenue | Seattle | WA | 98103 | None | PC | Cancer Lifeline 2018 | $1,000 | |
| Cancer Lifeline | ||||||||
| 6522 North Fremont Avenue | Seattle | WA | 98103 | None | PC | Patient Assistance Fund | $5,500 | |
| CDTC Sunflower Circle of Friends Inc | ||||||||
| PO Box 810301 | Boca Raton | FL | 33481 | None | PC | 2018 Santa's Toy Drive / Wrap Party | $2,000 | |
| Center for Children & Youth Justice | ||||||||
| 615 2nd Avenue Suite 275 | Seattle | WA | 98104 | None | PC | Center for Children & Youth Justice | $1,000 | |
| Center Theatre Group | ||||||||
| 601 West Temple Street | Los Angeles | CA | 90012 | DIRECTOR YVONNE BELLE IS ON STAFF | PC | General Operating Expenses | $500 | |
| Central Washington University Foundation | ||||||||
| 400 East University Way | Ellensburg | WA | 989267507 | None | PC | Athletics Department | $1,300 | |
| Children's Burn Foundation | ||||||||
| 4929 Van Nuys Blvd | Sherman Oaks | CA | 91403 | DIRECTOR PEDRO MARTI SITS ON BOARD OF DIRECTORS | PC | Giving New Hope Benefit | $2,500 | |
| Children's Country Home | ||||||||
| 14643 NE 166th Street | Woodinville | WA | 98072 | None | PC | Eric's Fund | $500 | |
| City of Hope | ||||||||
| 1500 E Duarte Road | Duarte | CA | 91010 | DIRECTOR SHERI BILLER SITS ON BOARD OF DIRECTORS | PC | Harvest Festival of Hope 2018 | $5,000 | |
| City of Hope | ||||||||
| 1501 E Duarte Road | Duarte | CA | 91010 | DIRECTOR SHERI BILLER SITS ON BOARD OF DIRECTORS | PC | (1) DESCRIPTION: 17,000 SHARES OF FRESHPET, INC. SECURITIES (2) BOOK VALUE: $341,275 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES were DONATED. (5) DATE OF THE GIFT: 05/11/2018 (6) PURPOSE: National Support Care Training Program | $354,875 | |
| Concern Foundation | ||||||||
| 11111 West Olympic Blvd Suite 214 | Los Angeles | CA | 90064 | None | PC | Sponsor - 44th Annual Block Party | $6,000 | |
| Concern Foundation | ||||||||
| 11111 West Olympic Blvd Suite 214 | Los Angeles | CA | 90064 | None | PC | 2018 LA Marathon - Anne Barnett | $150 | |
| Concern Foundation | ||||||||
| 11111 West Olympic Blvd Suite 214 | Los Angeles | CA | 90064 | None | PC | General Operating Expenses | $250 | |
| CRISTA Ministries | ||||||||
| 19303 N Fremont Avenue | Seattle | WA | 98133 | None | PC | Seattle Urban Academy | $1,000 | |
| DALLAS COUNTY COMMUNITY COLLEGE DISTRICT FDN INC | ||||||||
| 1601 S Lamar Street Suite 130 | Dallas | TX | 75215 | None | PC | BankWork$ Program | $30,000 | |
| Densho | ||||||||
| 1416 S Jackson Street | Seattle | WA | 98144 | None | PC | 2018 Densho Dinner honoring Scott Oki | $1,000 | |
| Didi Hirsch Mental Health Services | ||||||||
| 4760 South Sepulveda Boulevard | Culver City | CA | 90230 | None | PC | Alive & Running 5K Walk / Run for Suicide Prevention | $500 | |
| Exceptional Children's Foundation | ||||||||
| 5350 Machado Road | Culver City | CA | 90230 | None | PC | Kayne Eras Center | $10,000 | |
| Fred Hutchinson Cancer Research Center | ||||||||
| 1100 North Fairview Avenue | Seattle | WA | 98109 | None | PC | Obliteride | $2,200 | |
| Friends of the Chinese American Museum | ||||||||
| 125 Paseo De La Plaza Suite 300 | Los Angeles | CA | 90012 | None | PC | General Operating Expenses | $5,000 | |
| FRIENDS OF YOUTH | ||||||||
| 13116 NE 132nd Street | Kirkland | WA | 98034 | None | PC | General Operating Expenses | $250 | |
| Fulfillment Fund | ||||||||
| 6100 Wilshire Blvd Suite 600 | Los Angeles | CA | 90048 | None | PC | Fulfillment Fund General Operating Support 2018 | $10,000 | |
| Geffen Playhouse Inc | ||||||||
| 10886 Le Conte Avenue | Los Angeles | CA | 90024 | None | PC | Black Super Hero Magic Mama | $20,000 | |
| Humane Society of Greater Miami Inc | ||||||||
| 16101 W Dixie Highway | North Miami Beach | FL | 33160 | None | PC | General Operating Expenses | $3,000 | |
| Inner-City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Fighting Shadows: One Man's Story | $10,000 | |
| Jewish Vocational Service of Los Angeles | ||||||||
| 6505 Wilshire Blvd Suite 200 | Los Angeles | CA | 90048 | None | PC | Woman to Woman Conference 2018 | $9,300 | |
| John Fitzgerald Kennedy Library Foundation Inc | ||||||||
| Columbia Point | Boston | MA | 02125 | None | PC | General Operating Expenses | $100 | |
| King County Sexual Assault Resource Center | ||||||||
| PO Box 300 200 South Mill Avenue | Renton | WA | 980570300 | None | PC | General Operating Expenses | $200 | |
| King County Sexual Assault Resource Center | ||||||||
| PO Box 300 200 South Mill Avenue | Renton | WA | 980570300 | None | PC | Trauma-Specific Therapy Program 2018 | $250 | |
| Latino Theater Company | ||||||||
| 514 S Spring Street | Los Angeles | CA | 90013 | None | PC | Members Only | $10,000 | |
| LEV Foundation | ||||||||
| 2734 N Westlake Avenue | Seattle | WA | 98109 | None | PC | General Operating Expenses | $100 | |
| LOS ANGELES PARKS FOUNDATION | ||||||||
| 2650 N Commonwealth Avenue | Los Angeles | CA | 90049 | None | PC | General Operating Expenses | $5,000 | |
| Museum of Pop Culture | ||||||||
| 120 N 6th Avenue Suite 100 | Seattle | WA | 98109 | None | PC | General Operating Expenses | $2,000 | |
| National Park Foundation | ||||||||
| 1110 Vermont Avenue NW Suite 200 | Washington | DC | 20005 | None | PC | General Operating Expenses | $200 | |
| North Coast Repertory Theatre | ||||||||
| 987 Lomas Santa Fe Drive Suite D | Solana Beach | CA | 92075 | None | PC | THE FATHER | $15,000 | |
| Ojai Playwrights Conference | ||||||||
| PO Box 1288 | Ojai | CA | 93024 | None | PC | Ojai Playwrights Conference | $750 | |
| Pasadena Playhouse State Theatre of California Inc | ||||||||
| 39 S El Molino Avenue | Pasadena | CA | 911012023 | None | PC | Bordertown Now | $25,000 | |
| Philanthropy Roundtable | ||||||||
| 1120 NW 20th Street Suite 550 Sout | Washington | DC | 20036 | None | PC | K-12 Education Program | $2,500 | |
| Portland Center Stage | ||||||||
| 128 NW Eleventh Avenue | Portland | OR | 972094160 | None | PC | CROSSING MNISOSE | $15,000 | |
| Portland Playhouse | ||||||||
| 602 NE Prescott Street | Portland | OR | 97211 | None | PC | CROWNS by Regina Taylor | $10,000 | |
| San Diego Repertory Theatre | ||||||||
| 79 Horton Plaza | San Diego | CA | 92101 | None | PC | Sweat | $15,000 | |
| Seattle Children's Theatre | ||||||||
| 201 Thomas Street | Seattle | WA | 98109 | None | PC | AND IN THIS CORNER: CASSIUS CLAY | $25,000 | |
| Seattle Repertory Theatre | ||||||||
| 155 Mercer Street PO Box 900923 | Seattle | WA | 98109 | None | PC | NINA SIMONE: FOUR WOMEN | $25,000 | |
| Stonewall Youth | ||||||||
| PO Box 7383 | Olympia | WA | 98507 | None | PC | General Operating Expenses | $200 | |
| Students Helping Achieve Philanthropic Excellence | ||||||||
| 21500 Biscayne Blvd Suite 503 | Aventura | FL | 33180 | None | PC | General Operating Expenses | $15,000 | |
| Taproot Theatre Company | ||||||||
| 204 N 85th Street | Seattle | WA | 98103 | None | PC | WE WILL NOT BE SILENT by David Meyers | $5,000 | |
| Temple of the Arts | ||||||||
| 8440 Wilshire Boulevard | Los Angeles | CA | 90211 | None | PC | Sustaining Membership | $2,500 | |
| The 5th Avenue Theatre | ||||||||
| 1308 5th Avenue | Seattle | WA | 98101 | None | PC | Excellence Award Honoring Patti Payne supporting RSP | $22,000 | |
| The Archer School for Girls | ||||||||
| 11725 Sunset Boulevard | Los Angeles | CA | 90049 | None | PC | Flexible Tuition Program 2018 | $10,000 | |
| The Old Globe | ||||||||
| PO Box 122171 | San Diego | CA | 92112 | None | PC | "They Promised Her the Moon" | $15,000 | |
| The Painted Turtle | ||||||||
| 1300 4th Street Suite 300 | Santa Monica | CA | 90401 | None | PC | General Operating Expenses | $2,500 | |
| The UCLA Foundation | ||||||||
| 10920 Wilshire Boulevard Suite 900 | LOS ANGELES | CA | 90024 | None | PC | UCLA Health Sciences Alzheimer's and Dementia Care Program | $500 | |
| Theatre Communications Group | ||||||||
| 520 Eighth Avenue 24th Floor | New York | NY | 10018 | None | PC | TCG 2019 National Conference in Miami, Florida | $10,000 | |
| Theatre Forward | ||||||||
| 505 Eighth Avenue Suite 2303 | New York | NY | 10018 | None | PC | General Operating Expenses | $5,000 | |
| TRANSPLANT HOUSE A NON-PROFIT CORPORATION | ||||||||
| 4115 NE Roosevelt Way | Seattle | WA | 98145 | None | PC | General Operating Expenses | $1,500 | |
| University of Southern California | ||||||||
| 3502 Watt Way Suites 232-234 | Los Angeles | CA | 90089 | DIRECTORS ALEX CAPPELLE & LINDSEY KOZBERG ON BOARD | PC | USC Center on Public Diplomacy at the Annenberg School | $2,500 | |
| University of Washington Foundation | ||||||||
| Office of Gift Services | Seattle | WA | 981959505 | None | PC | Harborview Center for Sexual Assault and Traumatic Stress Fund | $10,000 | PO Box 359505 |
| University of Washington Foundation | ||||||||
| Office of Gift Services | Seattle | WA | 981959505 | None | PC | Evans School of Public Affairs - Dorothy Bullets Leadership Program | $1,500 | PO Box 359505 |
| University of Washington Foundation | ||||||||
| Office of Gift Services | Seattle | WA | 981959505 | None | PC | Sephardic Studies Program | $1,500 | PO Box 359505 |
| University of Washington Foundation | ||||||||
| Office of Gift Services | Seattle | WA | 981959505 | None | PC | KEXP | $2,600 | PO Box 359505 |
| University of Washington Foundation | ||||||||
| Office of Gift Services | Seattle | WA | 981959505 | None | PC | School of Social Work Oncology and Palliative Care Research Fund | $4,500 | PO Box 359505 |
| VETERAN FLOWERS AND FLAGS | ||||||||
| PO Box 493792 | Redding | CA | 96049 | None | PC | General Operating Expenses | $500 | |
| Virginia Mason Health System | ||||||||
| PO Box 1930 | Seattle | WA | 98111 | None | PC | Bailey Boushay House | $1,000 | |
| West Sound Tech Foundation | ||||||||
| 101 North National Avenue | Bremerton | WA | 98312 | None | PC | Service Learning Trip to the Dominican Republic | $6,000 | |
| Wikimedia Foundation Inc | ||||||||
| PO BOX 98204 | Washington | DC | 20090 | None | PC | General Operating Expenses | $100 | |
| Will Geer's Theatricum Botanicum | ||||||||
| PO Box 1222 | Topanga | CA | 90290 | None | PC | Haiti | $10,000 | |
| YWCA Seattle | ||||||||
| 1118 Fifth Avenue | Seattle | WA | 98101 | None | PC | BankWork$ Staff Expansion | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $790,975 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,660 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,290 | 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 | $535,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME/LOSS | 900099 | -$6,905 | 01 | $40,744 |
| OTHER INCOME | 01 | $3,141 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6,905 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $701,281 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,376 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LESLIE BILLER AND SHERI BILLER | |||||||
| 1 | 601 UNION STREET SUITE 3030 | SEATTLE | WA | 981012348 | $2,351,252 | Yes (X) | |
| US BANCORP | |||||||
| 2 | 800 NICOLLET MALL | MINNEAPOLIS | MN | 55402 | $200,000 | Yes (X) | |
| BANK OF AMERICA NA | |||||||
| 3 | 100 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | $200,000 | Yes (X) | |
| WELLS FARGO COMPANY | |||||||
| 4 | 420 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHARES OF WELLS FARGO & COMPANY SECURITIES | $554,800 | 2018-03-19 |
| 1 | 19,930 SHARES OF FRESHPET, INC. SECURITIES | $400,095 | 2018-05-07 |
| 1 | 1,000 SHARES OF UNITEDHEALTH GROUP INC. SECURITIES | $243,510 | 2018-06-05 |
| 1 | 4,000 SHARES OF ECOLAB INC. SECURITIES | $600,420 | 2018-08-28 |
| 1 | 3,461 SHARES OF ECOLAB INC. SECURITIES | $552,427 | 2018-11-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,254 | Amt |
| Net Investment Income | $11,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,627 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2007-07-01 | $29,723 | $29,723 | SL | 7 | |||
| OFFICE FURNITURE | 2008-01-25 | $1,669 | $1,669 | SL | 7 | |||
| OFFICE FURNITURE | 2008-02-20 | $2,478 | $2,478 | SL | 7 | |||
| OFFICE FURNITURE | 2008-02-29 | $2,317 | $2,317 | SL | 7 | |||
| WEBSITE | 2008-12-16 | $14,950 | $14,950 | SL | 3 | |||
| COMPUTER | 2008-02-20 | $1,946 | $1,946 | SL | 5 | |||
| COMPUTER | 2008-07-16 | $3,032 | $3,032 | SL | 5 | |||
| OFFICE FURNITURE | 2008-03-13 | $1,564 | $1,564 | SL | 7 | |||
| OFFICE FURNITURE | 2009-02-17 | $292 | $292 | SL | 7 | |||
| WEBSITE | 2009-11-12 | $10,089 | $10,089 | SL | 3 | |||
| WEBSITE | 2010-12-23 | $2,858 | $2,858 | SL | 3 | |||
| COMPUTER | 2011-10-14 | $943 | $943 | SL | 5 | |||
| WEBSITE | 2011-11-21 | $5,750 | $5,750 | SL | 3 | |||
| COMPUTER | 2012-05-14 | $1,902 | $1,902 | SL | 5 | |||
| COMPUTER | 2012-08-17 | $2,942 | $2,942 | SL | 5 | |||
| COMPUTER | 2012-10-15 | $2,323 | $2,323 | SL | 5 | |||
| COMPUTER | 2012-12-11 | $1,512 | $1,512 | SL | 5 | |||
| WEBSITE | 2012-01-17 | $451 | $451 | SL | 3 | |||
| WEBSITE | 2012-02-16 | $425 | $425 | SL | 3 | |||
| COMPUTER | 2014-09-12 | $1,333 | $845 | SL | 5 | $267 | $267 | $267 |
| WEBSITE | 2015-07-07 | $10,081 | $8,400 | SL | 3 | $1,681 | $1,681 | $1,681 |
| COMPUTER | 2017-04-26 | $1,957 | $261 | SL | 5 | $391 | $391 | $391 |
| WEBSITE | 2017-11-15 | $6,716 | $373 | SL | 3 | $2,239 | $2,239 | $2,239 |
| BWORK$-COMPUTER MO | 2017-10-11 | $2,293 | $115 | SL | 5 | $459 | $459 | $459 |
| GRANT DATABASE | 2017-06-26 | $8,368 | $1,395 | SL | 3 | $2,789 | $2,789 | $2,789 |
| BWORK$- COMPUTER | 2018-12-05 | $3,625 | SL | 5 | $60 | $60 | $60 | |
| COMPUTER | 2018-03-30 | $3,286 | SL | 5 | $493 | $493 | $493 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE WASHINGTON ATTORNEY GENERAL DOES NOT REQUIRE THE FOUNDATION TO FURNISH A COPY OF THE FORM 990-PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28,000 SHS US BANCORP | $28,161 | $27,790 |
| 32,000 SHS WELLS FARGO BK | $33,223 | $31,680 |
| 46,151.352 SHS BAIRD CORE PLUS | $518,749 | $499,358 |
| 17,834.274 SHS DODGE & COX INC | $246,408 | $236,482 |
| 41,424.811 SHS PIMCO INCM INST | $503,425 | $489,227 |
| 10,000 SHS JPMORGAN CHASE & VA | $10,112 | $9,738 |
| 35,000 SHS JPMORGAN CHASE & VA | $33,169 | $29,925 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - SEE STATEMENT | $0 | $0 |
| CHARLES SCHWAB - SEE STATEMENT | $366,687 | $896,606 |
| 3,461 SHS ECOLAB INC | $552,428 | $509,978 |
| 1,960 SHS FRESHPET INC | $0 | $0 |
| 21,480.6690 SHS VANGUARD VALUE | $839,713 | $819,917 |
| 8,860 SHS WELLS FARGO COMPANY | $485,043 | $408,269 |
| 895 SHS MOHAWK INDS INC. | $0 | $0 |
| 4,350 SHS ISHARES MSCI JAPAN | $260,249 | $220,502 |
| 11,809.003 SHS VANGUARD PRIMEC | $186,434 | $276,331 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $29,723 | $29,723 | |
| OFFICE FURNITURE | $1,669 | $1,669 | |
| OFFICE FURNITURE | $2,478 | $2,478 | |
| OFFICE FURNITURE | $2,317 | $2,317 | |
| WEBSITE | $14,950 | $14,950 | |
| COMPUTER | $1,946 | $1,946 | |
| COMPUTER | $3,032 | $3,032 | |
| OFFICE FURNITURE | $1,564 | $1,564 | |
| OFFICE FURNITURE | $292 | $292 | |
| WEBSITE | $10,089 | $10,089 | |
| WEBSITE | $2,858 | $2,858 | |
| COMPUTER | $943 | $943 | |
| WEBSITE | $5,750 | $5,750 | |
| COMPUTER | $1,902 | $1,902 | |
| COMPUTER | $2,942 | $2,942 | |
| COMPUTER | $2,323 | $2,323 | |
| COMPUTER | $1,512 | $1,512 | |
| WEBSITE | $451 | $451 | |
| WEBSITE | $425 | $425 | |
| COMPUTER | $1,333 | $1,112 | $221 |
| WEBSITE | $10,081 | $10,081 | |
| COMPUTER | $1,957 | $652 | $1,305 |
| WEBSITE | $6,716 | $2,612 | $4,104 |
| BWORK$-COMPUTER MO | $2,293 | $574 | $1,719 |
| GRANT DATABASE | $8,368 | $4,184 | $4,184 |
| BWORK$- COMPUTER | $3,625 | $60 | $3,565 |
| COMPUTER | $3,286 | $493 | $2,793 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGELES ABSOLUTE RETURN FUND | AT COST | $900,000 | $1,070,557 |
| ANGELES HARVEST MLP | AT COST | $0 | $0 |
| ANGELES GLOBAL EQUITY OPP FUND | AT COST | $4,378,571 | $3,766,549 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $67,644 | LegalFeesAmt |
| Disbursements Charitable Prps | $67,644 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,537 | $0 | $0 |
| DUE FROM CAREERWORKS | $0 | $1,353 | $1,353 |
| DISTRIBUTION RECEIVABLE | $0 | $7,224 | $7,224 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MEALS & ENTERTAINMENT | $3,478 | $3,478 |
| PAYROLL SERVICES | $5,045 | $5,045 |
| INSURANCE | $10,470 | $10,470 |
| CREDIT CARD ANNUAL FEES | $174 | $174 |
| SUPPLIES | $8,121 | $8,121 |
| PRINTING AND COPYING | $680 | $680 |
| TELEPHONE AND INTERNET | $3,820 | $3,820 |
| WEBSITE | $1,807 | $1,807 |
| MISCELLENEOUS EXPENSE | $19,427 | $19,427 |
| PARKING | $5,646 | $5,646 |
| TECHNOLOGY SUPPORT AND FEES | $36,231 | $36,231 |
| POSTAGE | $1,000 | $1,000 |
| GRAPHIC DESIGN | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $33,839 | $41,132 |
| OTHER INCOME | $3,141 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON DISTRIBUTION OF | $13,600 |
| SECURITIES | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $257 | $802 |
| CREDIT CARD LIABILITIES | $5,085 | $22,652 |
| DUE TO HARBORVIEW | $10,321 | $15,767 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN & MGT FEES | $36,594 | $36,594 | |
| MANAGEMENT FEES | $110,876 | $110,876 | |
| OUTSIDE SERVICES | $48,576 | $48,576 | |
| PUBLIC RELATIONS | $40,444 | $40,444 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $58,203 | $58,203 | |
| STATE TAXES | $9,800 | ||
| STATE FILING FEES | $140 | $140 | |
| PROPERTY TAXES | $5,868 | $5,868 | |
| FOREIGN TAXES PAID | $789 | $789 | |
| FEDERAL TAX | $46,450 | ||
| OTHER TAXES | $4 | $4 |
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