JUNE & JULIAN FOSS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JUNE & JULIAN FOSS FOUNDATION (EIN 91-1798171)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349100915
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T13:08:36-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 984024205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911798171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE AND JULIAN FOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 2535659094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PARADISE PKWY | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA CAMPBELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2535659094 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN RAMIRES | PreparerPersonNm |
| PTIN | P01251320 | PTIN |
| Phone | 2535724100 | PhoneNum |
| Preparation | 2019-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 17:42:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92E4E1887166A1A95AEA2354EF277E907B8DEB06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,950,499 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,132,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,572 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,655 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,368 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,986 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,986 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$262,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,839 | CashBOYAmt |
| Cash EOY | $12,317 | CashEOYAmt |
| Cash EOYFMV | $12,317 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $443,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62 | AcctRcvblAmt |
| Acct Rcvbl EOY | $62 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,459,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,199,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,199,227 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $210,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $121,681 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $121,681 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,118,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,950,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,950,499 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $99 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $99 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,118,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,950,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,118,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,950,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,118,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,950,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,118,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$262,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94,452 | OtherIncreasesAmt |
| Subtotal | $7,950,494 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,950,494 | 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 STOCK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,132,559 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,096,987 | CostOrOtherBasisAmt |
| Gain Or Loss | $35,572 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $35,572 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,572 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $366,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,846,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $347,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,137,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,261,312 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $303,751 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,683,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039534 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,333 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,871,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044872 | DistributionYr5Rt |
| Total Distribution | 0.230964 | TotalDistributionRt |
| Average Distribution | 0.046193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,991,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $369,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,543 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $370,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,297 | OverpaymentAmt |
| Applied To ES Tax | $4,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FOSS-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNE & JULIAN FOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535659094 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PARADISE PKWY | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK STUHR | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | PRESIDENT | 2.00 | $3,050 | $0 | $0 |
| RONALD HARRY | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | VICE PRESIDENT | 2.00 | $3,000 | $0 | $0 |
| JULIE ANN STUHR | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | SECRETARY | 2.00 | $3,050 | $0 | $0 |
| JESSICA CAMPBELL | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | TREASURER | 2.00 | $2,950 | $0 | $0 |
| JAMES M FOSS | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | DIRECTOR | 2.00 | $3,050 | $0 | $0 |
| ROBERT KOURY III | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | DIRECTOR | 2.00 | $2,850 | $0 | $0 |
| TIM FOSS | ||||||||
| 1101 PARADISE PKWY | FIRCREST | WA | 98466 | DIRECTOR (FROM 06/18) | 2.00 | $1,900 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,605,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $507,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,113,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,113,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,991,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,543 | TotalTaxAmt |
| Distributable Before Adj | $398,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $398,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $398,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,543 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $403,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $367,825 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $367,825 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $360,917 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | |||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | PC | IN-SCHOOL MENTAL HEALTH PROGRAM | $7,500 | |
| ASSISTANCE DOGS NORTHWEST | |||||||
| PO BOX 10484 | BAINBRIDGE | WA | 98110 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| BAY AREA GIRLS ROCK CAMP | |||||||
| 1305 FRANKLIN ST SUITE 510 | OAKLAND | CA | 94607 | PC | GIRLS ROCK AFTER SCHOOL PROGRAM (GRASP) AND GIRLS ROCK SUMMER CAMP | $3,750 | |
| BAY AREA OUTREACH & RECREATION PROGRAM | |||||||
| 3075 ADELINE ST SUITE 200 | BERKELEY | CA | 94703 | PC | YOUTH ADVENTURES & OUTINGS PROGRAM | $5,000 | |
| BAYVIEW HUNTERS POINT CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 2415 THIRD ST SUITE 230 | SAN FRANCISCO | CA | 94107 | PC | BAYCAT YOUTH STORYTELLERS: TACKLING THE LACK OF DIVERSITY IN DIGITAL MEDIA | $5,000 | |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 782584019 | PC | ACCOMPLISH CHARITABLE PURPOSE | $200 | |
| BRAVE CHURCH | |||||||
| 1300 SW 87TH AVE | MIAMI | FL | 33174 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| BUILDING THE BRIDGES EAST | |||||||
| 9216 RANDALL DR NW 25 | GIG HARBOR | WA | 98332 | PC | ACCOMPLISH CHARITABLE PURPOSE | $5,000 | |
| UNIVERSITY OF CALIFORNIA - CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | PC | BERKELEY/OAKLAND AILEYCAMP 2019 | $5,000 | |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVE | PORTLAND | OR | 97213 | PC | CASA CHILD ADVOCACY GROWTH | $5,500 | |
| CASE FOR KIDS | |||||||
| 1852 W 11TH ST | TRACY | CA | 95376 | PC | ACCOMPLISH CHARITABLE PURPOSE | $2,700 | |
| CHILDREN FIRST FOR OREGON | |||||||
| 1209 SE BELMONT ST | PORTLAND | OR | 97214 | PC | OREGON FOSTER YOUTH CONNECTION | $5,000 | |
| CLACKAMAS WOMEN'S SERVICES | |||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 97045 | PC | CAMP HOPE OREGON | $7,500 | |
| CONTRA COSTA FAMILY JUSTICE ALLIANCE | |||||||
| 256 24TH STREET | RICHMOND | CA | 94804 | PC | CONTRA COSTA FAMILY JUSTICE CENTER: NAVIGATION SERVICES | $5,000 | |
| CORA (COMMUNITY OVERCOMING RELATIONSHIP ABUSE) | |||||||
| PO BOX 5090 | SAN MATEO | CA | 94402 | PC | CORAS CHILDRENS PROGRAM FOR YOUTH IMPACTED BY DOMESTIC VIOLENCE | $5,500 | |
| CRISTA MINISTRIES DBA CRISTA CAMPS | |||||||
| 15999 SIDNEY ROAD SW | PORT ORCHARD | WA | 98367 | PC | MIRACLE RANCH ADAPTIVE RIDING PROGRAM | $5,000 | |
| CROSS WORLD FBO BRUCE & DEB ROBINSON IN HAITI | |||||||
| 10000 N OAK TRAFFICWAY | KANSAS CITY | MO | 641552010 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| DOGS4DIABETICS | |||||||
| 1400 WILLOW PASS COURT | CONCORD | CA | 94520 | PC | DIABETES BUDDY DOG PROGRAM | $5,250 | |
| DOGS4VETS | |||||||
| PO BOX 13525 | CHANDLER | AZ | 85248 | PC | ACCOMPLISH CHARITABLE PURPOSE | $5,000 | |
| EAST BAY AGENCY FOR CHILDREN | |||||||
| 303 VAN BUREN AVENUE | OAKLAND | CA | 94610 | PC | FAMILY RESOURCE CENTERS: PROVIDING HELP AND HOPE | $5,000 | |
| EAST BAY ASIAN YOUTH CENTER | |||||||
| 2025 E 12TH ST | OAKLAND | CA | 946064925 | PC | MANZANITA EXPANDED LEARNING | $5,000 | |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | |||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | PC | EDGEWOOD: SAN MATEO TRANSITION AGE YOUTH | $3,000 | |
| EPILEPSY FOUNDATION NORTHWEST | |||||||
| 5251 NE GLISAN STREET A338 | PORTLAND | OR | 97213 | PC | CAMP DISCOVERY - OREGON | $8,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 101634184 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,200 | |
| FAMILY PATHS INC | |||||||
| 1727 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | PC | TIPS: TREATMENT, INTERVENTION AND PREVENTION SERVICES | $3,750 | SUITE 109 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98106 | PC | FARESTART YOUTH TRAINING PROGRAMS | $5,000 | |
| FISH FOOD BANKS OF PIERCE COUNTY | |||||||
| 1702 SOUTH 72ND STREET SUITE E | TACOMA | WA | 98408 | PC | ACCOMPLISH CHARITABLE PURPOSE | $500 | |
| FRED FINCH YOUTH CENTER | |||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | PC | AVALON | $5,000 | |
| FRIENDLY HOUSE INC | |||||||
| 2617 NW SAVIER ST | PORTLAND | OR | 97210 | PC | REBECCA LONGAKER SCHOLARSHIP FUND | $3,750 | |
| FRIENDS FOR YOUTH | |||||||
| 1741 BROADWAY STREET | REDWOOD CITY | CA | 94063 | PC | MENTORING FOR AT-RISK YOUTH | $7,500 | |
| FRIENDS OF BASEBALL | |||||||
| 625 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | PC | 2018-19 FULL COUNT AFTER SCHOOL PROGRAM (FALL, WINTER AND SPRING TERMS) | $6,500 | |
| FRIENDS OF THE CHILDREN - PORTLAND | |||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | PC | NARROWING DISPARITIES FOR YOUTH IN FOSTER CARE | $2,500 | |
| GIRLVENTURES | |||||||
| 3543 18TH STREET SUITE 18 | SAN FRANCISCO | CA | 94110 | PC | GIRLVENTURES LEADERSHIP DEVELOPMENT AND PERSONAL ENRICHMENT SUMMER PROGRAMS | $5,000 | |
| GOOD KARMA BIKES | |||||||
| 460 LINCOLN AVENUE SUITE 15 | SAN JOSE | CA | 95126 | PC | COLLEGE OUTREACH & OPPORTUNITY PROGRAM (CO-OP) | $3,500 | |
| GREATER ALBANY SCHOOL DISTRICT 8J | |||||||
| 718 SEVENTH AVE SW | ALBANY | OR | 97321 | PC | ACCOMPLISH CHARITABLE PURPOSE | $100 | |
| HILLTOP ARTISTS IN RESIDENCE | |||||||
| PO BOX 6829 | TACOMA | WA | 98417 | PC | ARTS CONNECT | $9,000 | |
| HIS HOUSE CHILDREN'S HOME | |||||||
| 20000 NW 47TH AVENUE | MIAMI GARDENS | FL | 33055 | PC | THE HIS HOUSE CAMPUS COLLEGE | $5,500 | |
| HISPANIC FEDERATION INC | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 100053301 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,300 | |
| IMPACT NW | |||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | PC | IMPACT NW - INDEPENDENT LIVING PROGRAM | $3,750 | |
| JESUIT HIGH ALUMNI FOOD DRIVE | |||||||
| 9000 SW BEAVERTON HILLSDALE HWY | PORTLAND | OR | 97225 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,250 | |
| KAIROS WA | |||||||
| PO BOX 7104 | BELLEVUE | WA | 980081104 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| KINSHIP HOUSE | |||||||
| 1823 NE 8TH AVE | PORTLAND | OR | 97212 | PC | HEALTHY LIVING - EXPANSION | $5,500 | |
| LA CASA DE LAS MADRES | |||||||
| 1663 MISSION STREET SUITE 225 | SAN FRANCISCO | CA | 94103 | PC | LA CASA DOMESTIC VIOLENCE PREVENTION AND SUPPORT SERVICES | $5,000 | |
| LIFE EXPANDING ADVENTURE PROGRAM | |||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | PC | 2019 NEW AVENUES FOR YOUTH WILDERNESS PROGRAM | $3,000 | |
| MAKING A DIFFERENCE FOUNDATION | |||||||
| PO BOX 94545 | SEATTLE | WA | 98124 | PC | ELOISE'S COOKING POT (ECP) FOOD BANK | $5,000 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVENUE SUITE B | RICHMOND | CA | 94801 | PC | MINDFUL COMMUNITY PROGRAM AT CORONADO ELEMENTARY SCHOOL | $3,750 | |
| MOSAIC DANCE PROJECT INC | |||||||
| 11115 SW 119TH STREET | MIAMI | FL | 33176 | PC | DANCE PROGRAM FOR CHILDREN ON THE AUTISM SPECTRUM | $4,375 | |
| MT HOOD KIWANIS CAMP | |||||||
| 10725 SW BARBUR BLVD SUITE 50 | PORTLAND | OR | 97219 | PC | FAMILY CAMP | $5,400 | |
| NETWORK TACOMA | |||||||
| PO BOX 323 | TACOMA | WA | 98401 | PC | ONE FAMILY AT A TIME | $5,250 | |
| NRDC | |||||||
| 111 SUTTER ST 20 | SAN FRANCISCO | CA | 94104 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,300 | |
| OASIS FOR GIRLS | |||||||
| 1091 MISSION ST | SAN FRANCISCO | CA | 94103 | PC | SPRINGBOARD SERIES FOR GIRLS | $5,000 | |
| OHLHOFF RECOVERY PROGRAMS | |||||||
| 601 STEINER STREET | SAN FRANCISCO | CA | 94117 | PC | OHLHOFF'S TEEN INTERVENE - FREE SCHOOL COUNSELING FOR UNDERSERVED YOUTH | $2,750 | |
| OLIVE CREST | |||||||
| 2500 116TH AVE NE | BELLEVUE | WA | 98004 | PC | SAFE FAMILIES FOR CHILDREN | $5,700 | |
| OUTDOORS FOR ALL | |||||||
| 6344 NE 74TH ST SUITE 102 | SEATTLE | WA | 98115 | PC | ACCOMPLISH CHARITABLE PURPOSE | $800 | |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | PC | FIRST STEP CHILD DEVELOPMENT CENTER FOR HOMELESS CHILDREN AND FAMILIES | $7,500 | |
| PROJECT CANINE THERAPY DOGS | |||||||
| 1037 NE 65TH ST 193 | SEATTLE | WA | 98115 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| RAICES | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,300 | |
| REFUGEE TRANSITIONS | |||||||
| 870 MARKET ST 718 | SAN FRANCISCO | CA | 94102 | PC | BRIDGE-2-SUCCESS YOUTH DEVELOPMENT PROGRAM (B2S) | $5,000 | |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| RUBY'S PLACE | |||||||
| 1180 B STREET | HAYWARD | CA | 94541 | PC | SHELTER SERVICES FOR WOMEN AND CHILDREN SURVIVORS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING | $5,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94118 | PC | THERAPEUTIC CHILDREN'S PLAYROOM | $7,500 | |
| SCHWAB FUND CHARITABLE GIVING | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | PC | ACCOMPLISH CHARITABLE PURPOSE | $4,000 | |
| SEATTLE AGAINST SLAVERY | |||||||
| PO BOX 95662 | SEATTLE | WA | 98145 | PC | ACCOMPLISH CHARITABLE PURPOSE | $2,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| PO BOX 31 | SAN MATEO | CA | 944010031 | PC | ACCOMPLISH CHARITABLE PURPOSE | $100 | |
| SEXUAL ASSAULT RESOURCE CENTER | |||||||
| 4900 SW GRIFFITH DR SUITE 100 | BEAVERTON | OR | 97005 | PC | RIGHTS, RESPECT, AND EQUITY: PREVENTING SEXUAL VIOLENCE IN YOUTH | $4,400 | |
| SHARED HOUSING SERVICES | |||||||
| PO BOX 5937 | TACOMA | WA | 98415 | PC | YOUTH HOST HOME PROGRAM | $5,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST SUITE 750 | OAKLAND | CA | 94612 | PC | ACCOMPLISH CHARITABLE PURPOSE | $500 | |
| SOCIAL VENTURE PARTNERS | |||||||
| 221 NW 2ND AVENUE SUITE 210E | PORTLAND | OR | 97209 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,250 | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION | |||||||
| 8771 COLLEGE PKWY STE 201 BLDG 2 | FORT MYERS | FL | 339194815 | PC | ACCOMPLISH CHARITABLE PURPOSE | $5,000 | |
| SPLASH | |||||||
| 1326 5TH AVE SUITE 300 | SEATTLE | WA | 98101 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| ST MARK'S LUTHERAN CHURCH | |||||||
| 6730 NORTH 17TH STREET | TACOMA | WA | 98406 | PC | ACCOMPLISH CHARITABLE PURPOSE | $2,000 | |
| TACOMA CHILDREN'S MUSEUM | |||||||
| 1501 PACIFIC AVE STE 202 | TACOMA | WA | 98402 | PC | EXCEPTIONAL LEARNERS | $2,200 | |
| TACOMA COMMUNITY BOAT BUILDERS | |||||||
| 1120 EAST D ST | TACOMA | WA | 98421 | PC | BOAT BUILDERS FOR DEPENDENCY | $5,500 | |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 SOUTH L STREET | TACOMA | WA | 98405 | PC | READ2ME SUMMER BOOST | $5,300 | |
| TACOMA RESCUE MISSION | |||||||
| 425 SOUTH TACOMA WAY | TACOMA | WA | 98402 | PC | ACCOMPLISH CHARITABLE PURPOSE | $500 | |
| TEAMCHILD | |||||||
| 715 TACOMA AVENUE SOUTH | TACOMA | WA | 98402 | PC | PREVENTING YOUTH FROM EXITING PUBLIC SYSTEMS INTO HOMELESSNESS | $7,500 | |
| TED BROWN MUSIC OUTREACH | |||||||
| 6228 TACOMA MALL BLVD | TACOMA | WA | 98409 | PC | LIVE IT OUTLOUD | $5,500 | |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION | |||||||
| 201 EDDY ST | SAN FRANCISCO | CA | 94102 | PC | TENDERLOIN AFTER-SCHOOL PROGRAM (TASP) | $5,100 | |
| THE BRIDGE RECEIVING CENTER | |||||||
| 9900 WILLOWS RD NE | REDMOND | WA | 98052 | PC | A GROUND-BREAKING MODEL FOR CHILDREN ENTERING FOSTER CARE FOR THE FIRST TIME | $5,500 | |
| THE FUSE DANCE FORCE | |||||||
| 14413 NE 10TH AVE A101 | VANCOUVER | WA | 98685 | PC | THE FUSE DANCE FORCE | $6,500 | |
| THE RESCUE MISSION | |||||||
| 425 SOUTH TACOMA WAY | TACOMA | WA | 98402 | PC | ADAMS STREET FAMILY SHELTER YOUTH PROGRAM | $5,000 | |
| THE SEMPER FI FOUNDATION | |||||||
| 9000 CROW CANYON ROAD SUITE S178 | DANVILLE | CA | 94506 | PC | ACCOMPLISH CHARITABLE PURPOSE | $200 | |
| THE WISHING WELL FOUNDATION | |||||||
| 16524 89TH AVENUE E | PUYALLUP | WA | 98375 | PC | WISHING WELL NEED BANK & LITTLE WISHES FOR FOSTER CHILDREN | $5,250 | |
| TIME TO TALK FOR REAL INC | |||||||
| 12010 SW 268TH ST UNIT 41 | HOMESTEAD | FL | 33032 | PC | TIME TO TALK FOR REAL | $3,750 | |
| TRANS LIFELINE | |||||||
| 101 BROADWAY 311 | OAKLAND | CA | 94607 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,325 | |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 1615 6TH AVE | TACOMA | WA | 98405 | PC | THE TRINITY LEARNING CENTER | $5,000 | |
| VIRGINIA MASON FOUNDATION | |||||||
| PO BOX 1930 MF D1-MF | SEATTLE | WA | 981119866 | PC | ACCOMPLISH CHARITABLE PURPOSE | $1,000 | |
| WARM WINTERS | |||||||
| 110 TWIN PEAKS DRIVE | WALNUT CREEK | CA | 94595 | PC | TRAINING YOUTH TO HELP THE HOMELESS IN THEIR COMMUNITIES | $8,100 | |
| WASHINGTON TRAFFICKING PREVENTION | |||||||
| PO BOX 4101 | OLYMPIA | WA | 98501 | PC | "TAKE ON TACOMA:" YOUTH EMPOWERMENT PROGRAM | $3,500 | |
| YOUTH VILLAGES OREGON | |||||||
| PO BOX 368 | MARYLHURST | OR | 97036 | PC | YVLIFESET | $5,000 | |
| ZION'S RIVER | |||||||
| 4602 SOUTH 56TH STREET | TACOMA | WA | 98409 | PC | ACCOMPLISH CHARITABLE PURPOSE | $2,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,300 | 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 | $4,831 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,411 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,411 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,850 | Amt |
| Net Investment Income | $2,655 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,195 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NTS B/E | $30,192 | $30,192 |
| BANK OF AMER CORP | $30,275 | $30,275 |
| MCDONALD'S CORP NTS B/E | $30,305 | $30,305 |
| AT&T INC B/E | $30,909 | $30,909 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $166,224 | $166,224 |
| LAM RESEARCH CORP | $174,177 | $174,177 |
| ISHARES IBONDS DEC 2022 | $84,844 | $84,844 |
| MERCK & CO INC NEW COM | $207,925 | $207,925 |
| MICRON TECHNOLOGY INC | $144,655 | $144,655 |
| MICROSOFT CORP | $235,880 | $235,880 |
| NIKE INC CL B | $252,630 | $252,630 |
| NOVARTIS AG SPON ADR | $144,498 | $144,498 |
| PALO ALTO NETWORKS INC | $194,301 | $194,301 |
| JOHNSON & JOHNSON COM | $174,738 | $174,738 |
| PUTNAM SHORT DURATION | $214,068 | $214,068 |
| UMPQUA HOLDINGS CORP OR | $148,500 | $148,500 |
| UNION PACIFIC CORP | $250,800 | $250,800 |
| UNTD RENTALS INC | $114,250 | $114,250 |
| VANGUARD FTSE EUROPE ETF | $80,415 | $80,415 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM | $199,854 | $199,854 |
| PIONEER NAT RES CO | $152,280 | $152,280 |
| ASGN INC | $127,108 | $127,108 |
| ISHARES IBONDS DEC 2020 | $85,749 | $85,749 |
| ROYAL DUTCH SHELL PLC ADS | $255,800 | $255,800 |
| ISHARES SHORT MAT BOND ETF | $200,960 | $200,960 |
| LITHIA MOTORS INC CL A | $139,125 | $139,125 |
| INTL PAPER CO | $161,991 | $161,991 |
| ALASKA AIR GROUP INC | $189,798 | $189,798 |
| ALPHABET INC CL A | $235,378 | $235,378 |
| ALPHABET INC CL C | $50,452 | $50,452 |
| AMAZON.COM INC | $281,359 | $281,359 |
| AMERICAN WATER WORKS CO INC | $200,075 | $200,075 |
| ISHARES FLOATING RATE BOND ETF | $203,640 | $203,640 |
| ASTRAZENECA PLC SPON ADR | $151,451 | $151,451 |
| BRISTOL MYERS SQUIBB CO | $136,451 | $136,451 |
| APPLE INC | $284,925 | $284,925 |
| CHEVRON CORP | $147,816 | $147,816 |
| INTEL CORP | $127,001 | $127,001 |
| INGERSOLL-RAND PLC | $189,236 | $189,236 |
| HALLIBURTON CO | $125,990 | $125,990 |
| GENERAL MOTORS CO | $170,475 | $170,475 |
| ISHARES IBONDS DEC 2021 | $84,246 | $84,246 |
| COSTCO WHOLESALE CORP | $254,247 | $254,247 |
| COLUMBIA BKG SYS INC | $114,415 | $114,415 |
| COCA COLA CO COM | $140,580 | $140,580 |
| FIRST REP BANK | $200,920 | $200,920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE | $1 | $0 | $1 |
| TELEPHONE EXPENSE | $49 | $0 | $49 |
| BANK FEES | $24 | $0 | $24 |
| POSTAGE EXPENSE | $190 | $0 | $190 |
| WEBSITE EXPENSE | $40 | $0 | $40 |
| SOFTWARE SUBSCRIPTIONS | $9,342 | $0 | $9,342 |
| DUES | $750 | $0 | $750 |
| OTHER EXPENSE | $10 | $0 | $8 |
| COMPUTER & SOFTWARE EXPENSE | $46 | $0 | $46 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $94,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $50,368 | Amt |
| Net Investment Income | $50,368 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,105 | $5,105 | $0 |
| TAXES | $11,772 | $0 | $0 |
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