GEORGE AND STEPHANIE SUDDOCK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND STEPHANIE SUDDOCK FOUNDATION (EIN 85-3548188)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202522749349100312
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T13:28:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 110TH AVE NE SUITE 700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853548188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & STEPHANIE SUDDOCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2069038706 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 FIFTH AVENUE SUITE 6100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981047043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY A RIFFKIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2069038706 | PhoneNum |
| Signature | 2025-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-09-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,683,333 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $374,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,021,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,553,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,346 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $544,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,191,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,337 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,337 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,587 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,007 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,007 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,343 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,155 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,764 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,764 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,871 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $330,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,408,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,408,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,738,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,659,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,193,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,075,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,954,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,239,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,851,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,851,749 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,449,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,449,240 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,194,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,683,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,683,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $21,194,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,683,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,194,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,683,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,194,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,683,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,194,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,193,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,682,488 | OtherIncreasesAmt |
| Subtotal | $23,683,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,683,333 | 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 | $2,553,978 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,383,632 | CostOrOtherBasisAmt |
| Gain Or Loss | $170,346 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $170,346 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,346 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,451 | OverpaymentAmt |
| Applied To ES Tax | $15,451 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY RIFFKIN | IndividualWithBooksNm |
| Phone | 2069038706 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 FIFTH AVENUE SUITE 6100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981047043 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MAUREEN COOLEY | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | EXECUTIVE DIRECTOR | 40.00 | $175,000 | $8,000 | $0 |
| GEORGE S SUDDOCK | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | PRESIDENT/CHAIRMAN | 0.30 | $0 | $0 | $0 |
| STEPHANIE R SUDDOCK | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| RICHARD B SUDDOCK | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | TREASURER | 0.10 | $0 | $0 | $0 |
| EDWIN M SUDDOCK | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| JAY A RIFFKIN | ||||||||
| 701 FIFTH AVENUE SUITE 6100 | SEATTLE | WA | 981047043 | SECRETARY | 0.50 | $0 | $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 | $21,123,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $994,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,371,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,489,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,489,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,121,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,206,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,206,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,949 | TotalTaxAmt |
| Distributable Before Adj | $1,191,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,191,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,191,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,659,853 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,659,853 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,191,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,148 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $384,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,659,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,191,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,468,714 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,894,752 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,894,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,148 | ExcessFromYear4Amt |
| Excess From Year3 | $116 | ExcessFromYear3Amt |
| Excess From Year2 | $33,584 | ExcessFromYear2Amt |
| Excess From Year1 | $384,190 | ExcessFromYear1Amt |
| Excess From Current Year | $1,468,714 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE S SUDDOCK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MAWINGU PROJECT | |||||||
| 12103 COHOE DRIVE | BURLINGTON | WA | 98233 | PC | GENERAL SUPPORT | $15,000 | |
| ALASKA COMMUNITY FOUNDATION | |||||||
| 3201 C STREET SUITE 110 | ANKORAGE | AK | 99503 | PC | GENERAL SUPPORT | $506,250 | |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | PC | GENERAL SUPPORT | $12,500 | |
| LIVING DESERT ZOO & GARDENS | |||||||
| 47900 PORTOLA AVENUE | PALM DESERT | CA | 92260 | PC | GENERAL SUPPORT | $75,000 | |
| CAMP FIRE ALASKA | |||||||
| 161 KLEVIN STREET STE 100 | ANKORAGE | AK | 95508 | PC | GENERAL SUPPORT | $150,000 | |
| BELLINGHAM FOOD BANK | |||||||
| 1824 ELLIS STREET | BELLINGHAM | WA | 98225 | PC | GENERAL SUPPORT | $100,000 | |
| BEANS CAFE | |||||||
| 1020 E 4TH AVENUE | ANKORAGE | AK | 95501 | PC | GENERAL SUPPORT | $100,000 | |
| FOOD BANK OF ALASKA | |||||||
| 2192 VIKING DRIVE | ANKORAGE | AK | 95501 | PC | GENERAL SUPPORT | $200,000 | |
| SAIL | |||||||
| 8711 TEAL STREET STE 100 | JUNEAU | AK | 99801 | PC | GENERAL SUPPORT | $50,000 | |
| FRED HUTCHINSON CANCER CENTER | |||||||
| PHILANTHROPY MAIL STOP J5-2001100 | SEATTLE | WA | 98109 | PC | GENERAL SUPPORT | $100,000 | FAIR |
| FIRST LUTHERAN CHURCH - KETCHIKAN AK | |||||||
| 1200 TONGASS AVENUE | KETCHIKAN | AK | 99901 | PC | GENERAL SUPPORT | $200,000 | |
| EYE WRITE IT | |||||||
| 12103 COHOE DRIVE | BURLINGTON | WA | 98233 | PC | GENERAL SUPPORT | $10,000 | |
| WHATCOM LITERACY COUNCIL | |||||||
| PO BOX 1292 | BELLINGHAM | WA | 98227 | PC | GENERAL SUPPORT | $500 | |
| NORDIC SKIING ASSOCIATION OF ANCHORAGE | |||||||
| 203 W 15TH AVENUESUITE 204 | ANKORAGE | AK | 95501 | PC | GENERAL SUPPORT | $20,000 | |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DR SUITE 300 | PALM DESERT | CA | 92211 | PC | GENERAL SUPPORT | $19,000 | |
| JUNEAU COMMUNITY FOUNDATION | |||||||
| 350 N FRANKLIN ST NO 4 | JUNEAU | AK | 99801 | PC | GENERAL SUPPORT | $100,000 | |
| JUNEAU HOUSING FIRST COLLABORATIVE | |||||||
| 8715 TEAL STREET | JUNEAU | AK | 99801 | PC | GENERAL SUPPORT | $100,000 | |
| DELTA GARAGE | |||||||
| 1806 COLBY AVENUE | EVERETT | WA | 98201 | PC | GENERAL SUPPORT | $10,000 | |
| VOA OF ALASKA | |||||||
| 2600 CORDOVA ST SUITE 101 | ANKORAGE | AK | 99503 | PC | GENERAL SUPPORT | $150,000 | |
| MERCER ISLAND COMMUNITY FUND | |||||||
| PO BOX 751 | MERCER ISLAND | WA | 98040 | PC | GENERAL SUPPORT | $2,000 | |
| CATHOLIC COMMUNITY SERVICE OF WESTERN WASHINGTON | |||||||
| 100 23RD AVENUE SOUTH | SEATTLE | WA | 98144 | PC | GENERAL SUPPORT | $40,000 | |
| CROHNS & COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $10,000 | |
| HABITAT OF HUMANITY ANCHORAGE | |||||||
| 900 EAST BENSON BLVD | ANKORAGE | AK | 99508 | PC | GENERAL SUPPORT | $30,000 | |
| CATHOLIC COMMUNITY SERVICE OF ALASKA | |||||||
| 1803 GLACIER HIGHWAY | JUNEAU | AK | 99801 | PC | GENERAL SUPPORT | $40,000 | |
| BEANS CAFE | |||||||
| 1020 E 4TH AVENUE | ANKORAGE | AK | 99501 | PC | GENERAL SUPPORT | $50,000 | |
| ALS ASSOCIATION EVERGREEN CHAPTER | |||||||
| 19717 62ND AVE S SUITE D101 | KENT | WA | 98032 | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF ALASKA FOUNDATION | |||||||
| PO BOX 755080 | FAIRBANKS | AK | 99775 | PC | GENERAL SUPPORT | $25,000 | |
| WHATCOM COUNCIL ON AGING | |||||||
| 315 HALLECK ST | BELLINGHAM | WA | 98225 | PC | GENERAL SUPPORT | $100,000 | |
| KLINE GALLAND | |||||||
| 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | PC | GENERAL SUPPORT | $10,000 | |
| ANANSI EDUCATION | |||||||
| 8810 NW LAKECREST AVENUE | VANCOUVER | WA | 98663 | PC | GENERAL SUPPORT | $1,000 | |
| COVENANT HOUSE | |||||||
| PO BOX 100620 | ANKORAGE | AK | 99510 | PC | GENERAL SUPPORT | $50,000 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 | |
| OPERATION LIGHT SHINE | |||||||
| PO BOX 63 | HERMITAGE | TN | 37076 | PC | GENERAL SUPPORT | $20,000 | |
| CURE RARE DISEASE | |||||||
| 4 RESEARCH DRIVE | WOODBRIDGE | CT | 06525 | PC | GENERAL SUPPORT | $1,882 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,408,132 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $374,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,346 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $544,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $544,371 | 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 | $8,013 | Amt |
| Net Investment Income | $4,007 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,007 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 35,548 SHS GOLDMAN SACHS EQUAL WEIGHT US LARGE | $2,745,017 | $2,745,017 |
| 86,014 SHS SCHWAB US SMALL-CAP | $2,224,322 | $2,224,322 |
| 43,126 SHS SPDR PORTFOLIO S&P 1500 | $3,080,490 | $3,080,490 |
| 8,637 SHS VANGUARD GROWTH | $3,544,970 | $3,544,970 |
| 5,802 SHS VANGUARD S&P 500 | $3,126,176 | $3,126,176 |
| 50,275 SHS SPDR PORTFOLIO S&P 500 VALUE ETF | $2,571,063 | $2,571,063 |
| 20,062 SHS VANGUARD HIGH DIVIDEND YIELD ETF | $2,559,711 | $2,559,711 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CRESTLINE SUNDANCE FUND, L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,449,240 | BookValueAmt |
| EOYFMV | $3,449,240 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,587 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,587 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACTIVITY FROM PASSTHROUGH INVESTMENT | $0 | $48,070 | $0 |
| INSURANCE | $2,685 | $0 | $2,685 |
| WEBSITE & SUBSCRIPTION | $119 | $0 | $119 |
| OFFICE EXPENSES | $1,498 | $0 | $1,498 |
| BANK FEES | $30 | $0 | $30 |
| PROFESSIONAL ASSOCIATION FEES | $1,000 | $0 | $1,000 |
| PROFESSIONAL DEVELOPMENT | $6,539 | $0 | $6,539 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,682,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $64,343 | $64,343 | $0 |
| RETIREMENT PLAN CONSULTING FEES | $1,155 | $0 | $1,155 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,114 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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