ELIZABETH A LYNN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH A LYNN FOUNDATION (EIN 91-1156982)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-03-05
- IRS object ID
- 201910649349100006
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-05T13:44:48-06:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203547266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLMAN KAUFMAN KRAHLING PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH STREET SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911156982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH A LYNN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DIANE TITCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 4258275622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY L MOSS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4253449215 | PhoneNum |
| Signature | 2019-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC S KAUFMAN CPA | PreparerPersonNm |
| PTIN | P00726375 | PTIN |
| Phone | 4258275622 | PhoneNum |
| Preparation | 2019-03-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.197.64.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-05 | IPDt |
| IP Tm | 13:44:48 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B67EE383B6E9CC3E4936157FD5409FEA437DEF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF253BB8795F37643F8B9CCA298BE9C05E2E04FA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,159,212 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $370,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $418,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,911 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,008 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,705 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,495 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,495 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $348,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $348,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $440,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $380,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $380,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,255,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,260,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,094,900 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,144,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,210,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,683,682 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,839,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,851,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,159,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,839,615 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,851,343 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,839,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,839,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,851,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,839,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,854,611 | SubtotalAmt |
| Other Decreases | $3,268 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HALLIBURTON COMPANY | P | 2013-01-14 | 2018-03-20 | $36,367 | $28,776 | $7,591 | $7,591 |
| PROCTOR & GAMBLE CO | P | 2012-05-21 | 2018-07-30 | $8,007 | $6,331 | $1,676 | $1,676 |
| HALLIBURTON COMPANY | P | 2015-08-04 | 2018-03-20 | $36,367 | $31,582 | $4,785 | $4,785 |
| APERGY CORP REG SHS | P | 2018-04-20 | 2018-11-14 | $6,904 | $7,887 | -$983 | -$983 |
| BRIGHTHOUSE FINIANCIAL INC REG | P | 2012-05-21 | 2018-03-29 | $3,699 | $2,677 | $1,022 | $1,022 |
| BRIGHTHOUSE FINIANCIAL INC REG | P | 2015-04-23 | 2018-03-29 | $925 | $1,114 | -$189 | -$189 |
| GLAXOSMITHKLINE PLC | P | 2016-03-30 | 2018-04-20 | $40,014 | $40,757 | -$743 | -$743 |
| KIMBERLY CLARK | P | 2012-05-29 | 2018-04-20 | $29,861 | $22,932 | $6,929 | $6,929 |
| ELI LILLY & CO | P | 2012-05-21 | 2018-04-20 | $47,395 | $24,411 | $22,984 | $22,984 |
| ELI LILLY & CO | P | 2012-05-29 | 2018-04-20 | $15,798 | $8,269 | $7,529 | $7,529 |
| OCCIDENTAL PETE CORP CAL | P | 2012-05-21 | 2018-04-20 | $22,879 | $23,378 | -$499 | -$499 |
| OCCIDENTAL PETE CORP CAL | P | 2014-01-31 | 2018-04-20 | $7,626 | $8,453 | -$827 | -$827 |
| PHILLIP MORRIS INTL INC | P | 2016-03-30 | 2018-04-20 | $42,096 | $49,453 | -$7,357 | -$7,357 |
| PROCTOR & GAMBLE CO | P | 2012-03-29 | 2018-07-30 | $8,007 | $6,708 | $1,299 | $1,299 |
| PROCTOR & GAMBLE CO | P | 2012-03-29 | 2018-07-30 | $3,683 | $3,086 | $597 | $597 |
| PROCTOR & GAMBLE CO | P | 2012-03-29 | 2018-07-30 | $8,007 | $6,708 | $1,299 | $1,299 |
| PROCTOR & GAMBLE CO | P | 2012-03-29 | 2018-07-30 | $20,338 | $17,038 | $3,300 | $3,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,413 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$983 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,033,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $342,180 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,500,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $335,034 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,958,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $318,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,875,693 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046256 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $300,758 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,397,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047011 | DistributionYr5Rt |
| Total Distribution | 0.240049 | TotalDistributionRt |
| Average Distribution | 0.048010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,446,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $357,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,784 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $361,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,413 | 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 | $3,784 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,784 | SubtotalAmt |
| Tax Based On Investment Income | $3,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,144 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | WWW.ELIZABETHALYNNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLMAN KAUFMAN KRAHLING PLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4258275622 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12330 NE 8TH ST SUITE 101 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980053187 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| TRACI A KENNEDY | ||||||||
| 9629 SW QUARTERMASTER DR | VASHON | WA | 98070 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JODY L MOSS | ||||||||
| PO BOX 1423 | KETCHUM | ID | 83340 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH KENNEDY | ||||||||
| 12715 SHORT AVE | LOS ANGELES | CA | 90066 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHLOE LYNN | ||||||||
| 307 W OLYMPIC PLACE 106 | SEATTLE | WA | 98119 | TRUSTEE | 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 | $6,926,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $632,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,559,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,559,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,446,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,784 | TotalTaxAmt |
| Distributable Before Adj | $368,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $368,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $368,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $361,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,784 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $348,584 | UndistributedIncomePYAmt |
| Qualifying Distributions | $361,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $348,584 | AppliedToYear1Amt |
| Applied To Current Year | $12,829 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $355,693 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN FOUNDATION ATTN DIANE TITCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 439 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4258275622 | RecipientPhoneNum |
| Recipient Email Address | APPLICATIONS@ELIZABETHALYNNFOUNDATION.OR | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST SUBMIT A LETTER OF INQUIRY. APPROVED ORGANIZATIONS WILL BE INVITED BY MARCH 31 TO SUBMIT A FULL APPLICATION. THESE ORGANIZATIONS WILL BE NOTIFIED OF FINAL APPROVAL OR DENIAL BY NOVEMBER 1. GUIDELINES ARE AVAILABLE ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTER OF INQUIRY IS DUE BETWEEN DECEMBER 1 AND JANUARY 31. THE FULL APPLICATION IS DUE BY MAY 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ELIZABETH A. LYNN FOUNDATION PRIMARILY CONTRIBUTES TO ORGANIZATIONS WITH A FOCUS ON EDUCATION IN THE PUGET SOUND CORRIDOR OF WASHINGTON, BLAINE COUNTY, IDAHO, AND LOS ANGELES, CALIFORNIA. IN ADDITION, 10% OF THE FOUNDATION'S DISTRIBUTIONS WILL GO TO ORGANIZATIONS WITH A FOCUS ON CANCER RESEARCH, DOMESTIC VIOLENCE, AND CATHOLIC CHARITIES AND AN ADDITIONAL 10% WILL GO TO DISASTER RELIEF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ART CORPS | ||||||
| 4408 DELRIDGE WAY SE STE | SEATTLE | WA | 98106 | PC | EDUCATIONAL PROGRAMS | $8,000 |
| THE CHILDREN'S SCHOOL | ||||||
| 7400 WOODLAWN AVENUE NE | SEATTLE | WA | 98115 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| ATWORK | ||||||
| 1935 152ND PL NE | BELLEVUE | WA | 98007 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| CAMP KOREY | ||||||
| 19031 33RD AVENUE W STE | MT VERNON | WA | 98036 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| CHILDREN'S THERAPY CENTER | ||||||
| 10811 SE KENT-KANGLEY ROA | KENT | WA | 98030 | PC | EDUCATIONAL PROGRAMS | $8,000 |
| ELIZABETH GREGORY HOME | ||||||
| 1604 NE 50TH STREET | SEATTLE | WA | 98105 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| JOURNEYMEN INSTITUTE | ||||||
| PO BOX 2238 | VASHON | WA | 98070 | PC | EDUCATIONAL PROGRAMS | $20,000 |
| HOPESPARKS | ||||||
| 6424 N 9TH STREET | TACOMA | WA | 98406 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| KINDERING | ||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | PC | EDUCATIONAL PROGRAMS | $25,000 |
| NORTHWEST CENTER | ||||||
| 7272 W MARGINAL WAY S | SEATTLE | WA | 98108 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| OASIS YOUTH FOUNDATION | ||||||
| 2215 PACIFIC AVENUE | TACOMA | WA | 98402 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| OUTDOORS FOR ALL FOUNDATION | ||||||
| 6344 NE 74TH ST STE 102 | SEATTLE | WA | 98115 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| THE RESCUE MISSION | ||||||
| PO BOX 1912 | TACOMA | WA | 98401 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| TAVON LEARNING CENTER | ||||||
| PO BOX 1243 | ISSAQUAH | WA | 98027 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| UNITED WAY OF KING COUNTY | ||||||
| 720 2ND AVENUE | SEATTLE | WA | 98102 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| WASHINGTON ALLIANCE FOR BETTER SCHO | ||||||
| 18560 1ST AVENUE NE | SHORELINE | WA | 98155 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| YOUTH EASTSIDE SERVICES | ||||||
| 999 164TH AVENUE NE | BELLEVUE | WA | 98008 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| SHORT AVENUE ELEMENTARY SCHOOL | ||||||
| 12814 MAXELLA AVENUE | LOS ANGELES | CA | 90066 | PC | EDUCATIONAL PROGRAMS | $55,000 |
| AKASA COMMUNITY OUTREACH | ||||||
| 839 PARKMAN AVENUE APT 1 | LOS ANGELES | CA | 90026 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| PIONEER MONTESSORI SCHOOL | ||||||
| PO BOX 1809 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $12,700 |
| THE HUNGER COALITION | ||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | PC | EDUCATIONAL PROGRAMS | $10,000 |
| LOCAL FOOD ALLIANCE | ||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| HAZELDEN BETTY FORD FOUNDATION | ||||||
| PO BOX 64348 | ST PAUL | MN | 55164 | PC | EDUCATIONAL PROGRAMS | $45,000 |
| RAICES | ||||||
| 5121 CRESTWAY DRIVE 105 | SAN ANTONIO | TX | 78239 | PC | EDUCATIONAL PROGRAMS | $35,000 |
| CALIFORNIA INNOCENCE PROJECT | ||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | PC | EDUCATIONAL PROGRAMS | $5,000 |
| GLEANING FOR THE WORLD | ||||||
| PO BOX 645 | CONCORD | VA | 24538 | PC | EDUCATIONAL PROGRAMS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $348,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $418,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,911 | 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) |
|---|---|---|
| Amt | $4,015 | Amt |
| Disbursements Charitable Prps | $2,008 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2011-10-26 | AcquiredDt |
| Cost Or Other Basis | $3,500 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,500 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 3.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | $55,987 | $55,483 |
| ALTRIA GROUP INC | $19,302 | $32,898 |
| AMAZON | $30,377 | $169,017 |
| AMERICAN TOWER REIT INC | $35,845 | $82,245 |
| APPLE INC | $57,228 | $125,006 |
| ASTRAZENECA PLC SPND | $22,777 | $31,856 |
| BRIGHTHOUSE FINANCIAL INC | ||
| CENTURYLINK INC | $22,359 | $18,800 |
| DIAGEO PLC SPSD ADR | $40,051 | $57,740 |
| DOVER CORP | $30,326 | $33,956 |
| ELI LILLY & CO | ||
| EXXON MOBIL CORP | $34,004 | $31,800 |
| GENL DYNAMICS CORP | $31,044 | $73,956 |
| GLAXO SMITH KLINE PLC | ||
| GOLDCORP INC | $14,214 | $11,136 |
| HALLIBURTON COMPANY | ||
| HESS CORP | $49,429 | $48,501 |
| HOME DEPOT, INC | $28,657 | $108,192 |
| INTEL CORP | $52,355 | $98,620 |
| JOHNSON & JOHNSON CO | $35,086 | $73,450 |
| JP MORGAN CHASE & CO | $39,664 | $88,952 |
| KIMBERLY CLARK | ||
| KRAFT HEINZ CO | $25,944 | $30,672 |
| LAM RESEARCH CORP | $38,034 | $109,872 |
| MCDONALDS CORP | $47,846 | $94,255 |
| MERCK AND CO INC SHS | $58,837 | $79,340 |
| METLIFE INC | $31,137 | $44,630 |
| MONDELEZ INTERNATIONAL INC | $30,891 | $53,976 |
| OCCIDENTAL PETE CORP | ||
| ORACLE CORP | $28,552 | $48,760 |
| PEPSICO INC | $37,316 | $60,970 |
| PHILLIP MORRIS INTL INC | ||
| PROCTER & GAMBLE CO | ||
| ROCHE HOLDING LTD | $41,310 | $45,402 |
| ROYAL DUTCH SHELL PLC | $28,077 | $31,015 |
| SCHLUMBERGER LTD | $65,702 | $45,100 |
| SHELL MIDSTREAM PARTNERS | $48,394 | $39,376 |
| TENCENT HOLDINGS LTD | $49,685 | $75,750 |
| UNITED TECHS CORP | $37,744 | $48,736 |
| WAL-MART STORES INC | $39,474 | $58,590 |
| WELLS FARGO & CO | $52,949 | $86,848 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGEL OAK MULTI STRATEGY INC FD | AT COST | $81,743 | $75,083 |
| BLACKROCK CREDIT STRATEGIES INC | AT COST | $138,223 | $132,632 |
| BLACKROCK STRATEGIC INC OPPORTUNITY | AT COST | $82,581 | $78,641 |
| EATON VANCE FLOATING RT FD | AT COST | $49,479 | $52,315 |
| EATON VANCE FLOATING RT MUNI FD | AT COST | $49,504 | $49,665 |
| EATON VANCE WORLDWIDE HEALTH | AT COST | $89,985 | $107,253 |
| GOLDMAN SACHS MID CAP | AT COST | $20,242 | $32,350 |
| GOLDMAN SACHS STRATEGIC INC FD | AT COST | $131,250 | $115,981 |
| HARTFORD FLOATING RT FD | AT COST | $96,657 | $92,656 |
| MATERIALS SELECT SECTOR SPDR FD | AT COST | $27,681 | $27,305 |
| NUVEEN SANTA BARBARA DIV GROWTH | AT COST | $228,768 | $377,017 |
| NUVEEN SMALL CAP VALUE | AT COST | $107,976 | $259,299 |
| PIMCO INCOME FD CL P | AT COST | $90,705 | $85,933 |
| PIMCO TOTAL RETURN FD | AT COST | $85,960 | $80,854 |
| PIMCO UNCONSTRAINED BOND FD | AT COST | $92,159 | $86,378 |
| PIONEER STRATEGIC INCOME FD | AT COST | $141,356 | $133,661 |
| SECTOR SPDR INDUSTRIAL | AT COST | $34,163 | $36,270 |
| SPDR DJ WILSHIRE INTL | AT COST | $138,448 | $126,344 |
| SPDR S P BIOTECH | AT COST | $39,845 | $36,743 |
| SPDR S&P MIDCAP 400 ETF | AT COST | $187,583 | $411,288 |
| T ROWE PRICE GROWTH STK FD | AT COST | $776,697 | $1,674,298 |
| T ROWE PRICE INTL GROWTH & INC | AT COST | $303,601 | $312,420 |
| TEMPLETON GLOBAL BOND FD | AT COST | $96,062 | $85,454 |
| VANGUARD MATERIALS ETF | AT COST | $26,760 | $24,210 |
| VANGUARD TOTAL STOCK MARKET INDEX | AT COST | $92,688 | $189,632 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $3,268 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| TMA ADVISORY FEES | $39,838 | $39,838 |
| FOREIGN TAXES | $545 | $545 |
| DEPOSITORY BANK FEES | $112 | $112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,705 | Amt |
| Disbursements Charitable Prps | $10,705 | DisbursementsCharitablePrpsAmt |
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