KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349103768
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:33:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911352573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING KUDER & COMPANY PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH ST STE 110 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402339 | 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 | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN MAYERS GAMORAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE RM/STE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MAYERS GAMORAN | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM KELLY STERLING | PreparerPersonNm |
| PTIN | P00097006 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.197.83.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:33:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 82C577F5FD6DDF3EFB759D6069FC00BFF5AF612E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F9DCC324202CF5A8E9449E64C55E7CD23399863 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,110,424 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,389 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,224 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $3,811 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,193 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,601 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $36,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,502 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,436 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,012 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,012 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,332 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,013 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,680 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,733 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,345 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,345 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,662,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,117,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $946,968 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $543,187 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,081,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,053,776 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $41,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,129 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,348,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,308,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,110,424 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $32,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $32,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,316,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,286,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,316,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,348,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,308,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,316,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,838 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,286,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CORNERSTONE ADV GLOBAL PUBLIC EQUITY | P | 2017-12-20 | 2018-12-19 | $3,355 | $3,870 | -$515 | -$515 |
| CORNERSTONE ADV GLOBAL PUBLIC EQUITY | P | 2017-12-20 | 2018-12-19 | $33,238 | $38,342 | -$5,104 | -$5,104 |
| CORNERSTONE ADV GLOBAL PUBLIC EQUITY | P | 2017-12-27 | 2018-12-19 | $10,183 | $11,680 | -$1,497 | -$1,497 |
| CORNERSTONE ADV GLOBAL PUBLIC EQUITY | P | 2014-08-22 | 2018-12-19 | $373,210 | $410,616 | -$37,406 | -$37,406 |
| CORNERSTONE ADV PUBLIC ALTERNATIVES | P | 2014-07-30 | 2018-12-26 | $99,435 | $112,957 | -$13,522 | -$13,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,272 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,116 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,237,541 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,757 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,104,767 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $328,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,194,931 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,659 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,473,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,418 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,482,050 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095251 | DistributionYr5Rt |
| Total Distribution | 0.319565 | TotalDistributionRt |
| Average Distribution | 0.063913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,250,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,834 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $192 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,593 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $383 | SubtotalAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,117 | OverpaymentAmt |
| Applied To ES Tax | $1,117 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN GAMORAN | |||||||||
| 144 WEST 19TH STREET APT 2F | NEW YORK | NY | 10011 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,165,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,655 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,284,730 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,284,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,250,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $383 | TotalTaxAmt |
| Distributable Before Adj | $112,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,593 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,593 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,140 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $114,399 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $220,629 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $335,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,593 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,593 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $73,547 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,547 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $261,481 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,852 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $220,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $220,629 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $17,145 |
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| NATIONAL MS SOCIETY | ||||||||
| NATIONAL MS SOCIETY | 192 NICKERSON ST STE 100 | 192 NICKERSON ST STE100 | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| SEATTLE CHILDREN'S HOME SOCIETY | ||||||||
| SEATTLE CHILDREN'S HOME SOCIETY | 2611 NE 125TH STREET 14 | 2611 NE 125TH STREET 14 | SEATTLE | WA | 98125 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| STOLEN YOUTH | ||||||||
| STOLEN YOUTH | PO BOX 296 | PO BOX 296 | SEATTLE | WA | 98111 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,145 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,389 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,811 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,272 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,642 | 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 | STERLING KUDER & CO | CategoryTxt |
| Amt | $3,012 | Amt |
| Disbursements Charitable Prps | $3,012 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2006-04-14 | AcquiredCompletedOrExpendedDt |
| Amortized | $27 | AmortizedAmt |
| Deduction For Prior Years | $21 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $2 | CurrentYearAmortizationAmt |
| Total Amortization | $23 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2006-04-14 | $49,347 | $14,815 | S/L | 39.0000 | $1,265 |
| LAND | 2006-04-14 | $11,748 | ||||
| LAND IMPROVEMENTS | 2006-04-14 | $4,832 | $3,785 | S/L | 15.0000 | $322 |
| PERSONAL PROPERTY CLASS 0.11 | 2006-04-14 | $156 | $156 | S/L | 7.0000 | |
| PERSONAL PROPERTY CLASS 0.12 | 2006-04-14 | $30 | $30 | S/L | 5.0000 | |
| PERSONAL PROPERTY CLASS 0.57 | 2006-04-14 | $3,117 | $3,117 | S/L | 5.0000 | |
| ROOFING | 2013-09-26 | $3,432 | $374 | S/L | 39.0000 | $88 |
| GAS LINE EXTENSIONS | 2013-09-30 | $54 | $6 | S/L | 39.0000 | $1 |
| ADA COMPLIANT ELEVATOR AUTODIALER | 2014-10-16 | $83 | $7 | S/L | 39.0000 | $2 |
| SOLID STATE STARTER FOR ELEVATOR | 2014-12-18 | $70 | $5 | S/L | 39.0000 | $2 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNERSTONE ADV CORE PLUS BD INST | $560,693 | $535,052 |
| PIMCO SHORT TERM INSTITUTIONAL | $520,571 | $518,724 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNERSTONE ADVISORS PUBLIC FUND | $334,326 | $295,715 |
| CORNERSTONE ADVISORS INCOME OPP FUND | $156,555 | $127,804 |
| CORNERSTONE ADVISORS REAL ASSET FUND | $158,054 | $115,453 |
| CORNERSTONE ADVISORS GLOBAL PUBLIC | $468,775 | $407,996 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER SECURITES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $41,129 | BookValueAmt |
| EOYFMV | $41,129 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | CategoryTxt |
| Legal Fees | $1,436 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,436 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| GROSS DEDUCTIONS | $6,685 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Revenue And Expenses Per Books | $3,601 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $25,332 | Amt |
| Net Investment Income | $25,332 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $2,542 | |
| FOREIGN TAXES PAID | $1,013 | $1,013 |