NORTHWEST FUND FOR THE ENVIRONMENT: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST FUND FOR THE ENVIRONMENT (EIN 23-7134880)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201901349349102135
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:37:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274238573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING & OLIASON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST SUITE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | 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 | 237134880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST FUND FOR THE ENVIRONMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 2063867220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 THIRD AVENUE NO 615 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HARLESS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2063867220 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN C LOUGHRAN | PreparerPersonNm |
| PTIN | P00286018 | PTIN |
| Phone | 2062857242 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.69.217.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 11:37:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 79BE77FCF81A46876FDDDBA546FEF33CFF6DF8E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,456,856 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $804 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,428 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$576,206 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$349,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $98,537 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,781 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $83,756 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,774 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,051 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $692 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,918 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,808 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,404 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,404 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,734 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $74 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,346 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,002 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,344 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,906 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $658 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,248 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $372,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$755,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,829 | CashBOYAmt |
| Cash EOY | $168,893 | CashEOYAmt |
| Cash EOYFMV | $168,893 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,509 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,835,414 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,170,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,170,834 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,241 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $110 | LandBOYAmt |
| Land EOY | $36 | LandEOYAmt |
| Land EOYFMV | $36 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,584 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,584 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,210,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,456,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,456,856 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,107 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,210 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,210 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,593,497 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,838,072 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $4,614,574 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $4,614,574 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,208,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,452,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,210,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,456,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,208,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$755,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $6,452,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,452,646 | 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 |
| Gross Sales Price | $305,169 | GrossSalesPriceAmt |
| Cost Or Other Basis | $236,741 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,428 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,428 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,428 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $398,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,807,248 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $329,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,295,288 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $367,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,360,932 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $335,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,554,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051220 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $334,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,251,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053538 | DistributionYr5Rt |
| Total Distribution | 0.273359 | TotalDistributionRt |
| Average Distribution | 0.054672 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,932,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $378,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $380,956 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $372,340 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,286 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NWFUND.ORG | WebsiteAddressTxt |
| Individual With Books | ZOE ROTHCHILD | IndividualWithBooksNm |
| Phone | 2063867220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 3RD AVE SUITE 615 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RICK MOORE | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JIM HARLESS | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TREASURER | 2.00 | $0 | $0 | $0 |
| JANNA ROLLAND | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARTHA STREBINGER | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CLAUDIA NEWMAN | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL KAMPMEIER | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEN NITZ | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN MARKEY | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KNOLL LOWNEY | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZOE R ROTHCHILD | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | FOUNDATION DIRECTOR | 20.00 | $50,622 | $6,075 | $0 |
| PAMELA FUJITA-YUHAS | ||||||||
| 1904 THIRD AVENUE SUITE 615 | SEATTLE | WA | 98101 | FOUNDATION DIRECTOR | 20.00 | $47,915 | $5,750 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,741,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $349 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,037,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,037,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,932,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $346,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $346,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,926 | TotalTaxAmt |
| Distributable Before Adj | $342,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $342,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $342,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $372,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $372,340 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $372,340 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $372,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $342,680 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,533 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $49,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $177,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,433 | ExcessFromYear4Amt |
| Excess From Year3 | $51,763 | ExcessFromYear3Amt |
| Excess From Year2 | $23,302 | ExcessFromYear2Amt |
| Excess From Year1 | $61,640 | ExcessFromYear1Amt |
| Excess From Current Year | $29,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FOUNDATION'S WEBSITE AT WWWNWFU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 THIRD AVENUE SUITE 615 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063867220 | RecipientPhoneNum |
| Recipient Email Address | STAFF@NWFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE AT WWW.NWFUND.ORG FOR GRANT GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOUNDATION'S WEBSITE AT WWW.NWFUND.ORG FOR GRANT GUIDELINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED 501(C)(3) ENTITIES WHOSE PRINCIPAL FOCUS IS ON PRESERVATION OF THE WASHINGTON STATE ENVIRONMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN WHITEWATER | ||||||||
| 3537 NE 87TH | SEATTLE | WA | 98115 | N/A | PC | PROTECTING AND RESTORING WASHINGTON'S WILD RIVERS | $10,000 | |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||
| 1402 THIRD AVE SUITE 1400 | SEATTLE | WA | 98101 | N/A | PC | STAND UP TO OIL CAMPAIGN | $15,000 | |
| TRANSPORTATION CHOICES COALITION | ||||||||
| 219 1ST AVE S 420 | SEATTLE | WA | 98104 | N/A | PC | CONNECTING LAND USE AND TRANSPORTATION | $10,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | PROTECTING WASHINGTON'S COAST | $15,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | 2018 MRC SUMMIT | $2,500 | |
| SNAKE RIVER WATERKEEPER | ||||||||
| 2123 N 16TH | BOISE | ID | 83702 | N/A | PC | 2019 FREE THE SNAKE FLOTILLA | $1,000 | |
| SHUNPIKE | ||||||||
| 815 SEATTLE BOULEVARD S SUITE 215 | SEATTLE | WA | 98134 | N/A | PC | UNLEASH THE BRILLIANCE PROJECT | $3,000 | |
| SAVE OUR WILD SALMON COALITION | ||||||||
| 200 FIRST AVE W 107 | SEATTLE | WA | 98119 | N/A | PC | ADVANCING COLUMBIA/SNAKE WILD SALMON RESTORATION | $12,000 | |
| SAVE OUR WILD SALMON COALITION | ||||||||
| 200 FIRST AVE W 107 | SEATTLE | WA | 98119 | N/A | PC | 2019 FREE THE SNAKE FLOTILLA | $1,500 | |
| RESOURCE MEDIA | ||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | N/A | PC | CAFO POLLUTION - SHAPING THE CONVERSATION | $7,500 | |
| RE SOURCES | ||||||||
| 2309 MERIDIAN ST | BELINGHAM | WA | 98225 | N/A | PC | CLEAN WATER PROGRAM | $22,000 | |
| PILCHUCK AUDUBON SOCIETY | ||||||||
| 1429 AVE D 198 | SNOHOMISH | WA | 98290 | N/A | PC | URBAN GROWTH AREA COMPLIANCE PROJECT | $2,500 | |
| OUR CHILDREN'S TRUST | ||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | N/A | PC | YOUTH ATMOSPHERIC TRUST LITIGATION | $5,000 | |
| ONE AMERICA | ||||||||
| 1225 S WELLER ST SUITE 430 | SEATTLE | WA | 98144 | N/A | PC | ENGAGING IMMIGRANT AND REFUGEE COMMUNITIES IN SW WA | $10,000 | |
| OLYMPIC FOREST COALITION | ||||||||
| PO BOX 461 | QUILCENE | WA | 98376 | N/A | PC | PROTECTING THE AQUATIC ECOSYSTEMS OF THE OLYMPIC PENINSULA | $10,000 | |
| NCAP | ||||||||
| PO BOX 1393 | EUGENE | OR | 97440 | N/A | PC | CLEAN WATER FOR WASHINGTON'S SALMON | $10,000 | |
| NATIVE FISH SOCIETY | ||||||||
| 813 7TH ST 200A | OREGON CITY | OR | 97045 | N/A | PC | GRASSROOTS ENGAGEMENT FOR WILD FISH IN WA | $3,000 | |
| METHOW VALLEY CITIZENS COUNCIL | ||||||||
| PO BOX 774 | TWISP | WA | 98856 | N/A | PC | CITIZEN ACTION FOR A CLIMATE READY METHOW | $3,000 | |
| HANFORD CHALLENGE | ||||||||
| 219 1ST AVE SUITE 310 | SEATTLE | WA | 98104 | N/A | PC | PROTECTING THE COLUMBIA RIVER FROM NUCLEAR WASTE | $15,000 | |
| GEOS INSTITUTE | ||||||||
| 84 FOURTH ST | ASHLAND | OR | 97520 | N/A | PC | LEVERAGING PUBLIC HEALTH FOR FISH HEALTH | $5,000 | |
| FRIENDS OF THE SAN JUANS | ||||||||
| PO BOX 1344 | FRIDAY HARBOR | WA | 98250 | N/A | PC | REDUCING RISKS TO THE SALISH SEA | $15,000 | |
| CENTER FOR ENVIRONMENTAL LAW AND POLICY | ||||||||
| 85 S WASHINGTON ST 301 | SEATTLE | WA | 98104 | N/A | PC | PROTECTING WASHINGTON'S INSTREAM WATER RESOURCES | $15,000 | |
| CENTER FOR ENVIRONMENTAL LAW AND POLICY | ||||||||
| 85 S WASHINGTON ST 301 | SEATTLE | WA | 98104 | N/A | PC | ENLOE DAM ESA LITIGATION | $3,000 | |
| CENTER FOR DIVERSITY & THE ENVIRONMENT | ||||||||
| 5431 NE 20TH AVE | PORTLAND | OR | 97211 | N/A | PC | ENVIRONMENTAL PROFESSIONALS OF COLOR | $3,000 | |
| CASCADE FOREST CONSERVANCY | ||||||||
| 4506 SE BELMONT ST 230A | PORTLAND | OR | 97215 | N/A | PC | MT ST HELENS NO PLACE FOR A MINE | $2,500 | |
| BRINNON GROUP | ||||||||
| PO BOX 572 | BRINNON | WA | 98320 | N/A | PC | SUSTAINABLE DEVELOPMENT FOR BLACK POINT | $3,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | N/A | PC | PROTECTING WA WATERS FROM INDUSTRIAL AGRICULTURE | $20,000 | 340 |
| WILD EARTH GUARDIANS | ||||||||
| 516 ALTO ST | SANTE FE | NM | 87501 | N/A | PC | REWILDING WASHINGTON | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,777 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,428 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Related Or Exempt Function Incm | -$576,206 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $225,492 | ExclusionAmt |
| Related Or Exempt Function Incm | -$576,206 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$350,714 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | UNREALIZED LOSS $(576,206) | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,808 | Amt |
| Net Investment Income | $3,404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,404 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER (ZOE) | 2014-08-01 | $638 | $264 | 200DB | 5.000000000000 | $37 | $0 |
| COMPUTER (PAM) | 2014-08-01 | $639 | $264 | 200DB | 5.000000000000 | $37 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MKT ETF | FMV | $3,342,868 | $3,342,868 |
| SCHWAB STRATEGIES TR INTL EQUITY ETF | FMV | $1,117,769 | $1,117,769 |
| ISHARES CORE US AGGREGATE BD ETF | FMV | $1,710,197 | $1,710,197 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER (ZOE) | $638 | $620 | $18 | $18 |
| COMPUTER (PAM) | $639 | $621 | $18 | $18 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $4,610 | LegalFeesAmt |
| Net Investment Income | $692 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,918 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,584 | EOYBookValueAmt |
| EOYFMV | $3,584 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $55 | $55 | $0 |
| DUES & SUBSCRIPTIONS | $2,340 | $351 | $1,989 |
| INSURANCE | $1,502 | $225 | $1,277 |
| LICENSE & FEES | $90 | $0 | $90 |
| POSTAGE | $35 | $5 | $30 |
| SUPPLIES | $1,364 | $205 | $1,159 |
| TELEPHONE & INTERNET | $3,318 | $498 | $2,820 |
| MISCELLANEOUS | $23 | $3 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Revenue And Expenses Per Books | -$576,206 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$576,206 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES | $1,989 | $1,924 |
| FEDERAL EXCISE TAX PAYABLE | $118 | $2,286 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,923 | $1,189 | $6,734 |
| FOREIGN TAXES | $3,336 | $3,336 | $0 |
| FEDERAL EXCISE TAXES | $3,926 | $0 | $0 |
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