GOW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GOW FAMILY FOUNDATION (EIN 46-0986449)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349102186
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T16:39:37-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 753053479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A UNDERHILL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION STREET SUITE 3300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460986449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOWF | BusinessNameControlTxt |
| Phone | 4255592300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11624 SE FIFTH STREET SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY GOW | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4255592300 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE LINDBLOM | PreparerPersonNm |
| PTIN | P00242711 | PTIN |
| Phone | 2063573033 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.98.152.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:39:29 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E468341D23732238A64DFF51203BEE56ECD58116 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E468341D23732238A64DFF51203BEE56ECD58116 | 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 | $20,669,534 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $353,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $353,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $913,775 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $913,775 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,789 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,789 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,012,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,312,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $46,560 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $46,560 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $225 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $276,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276,340 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $323,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,765,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $323,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,440,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $247,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $989,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,413,234 | CashBOYAmt |
| Cash EOY | $9,818,162 | CashEOYAmt |
| Cash EOYFMV | $9,818,162 | CashEOYFMVAmt |
| Other Investments BOY | $8,530,236 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,369,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,851,372 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,943,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,188,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,669,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | -$2,484 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,943,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,190,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,943,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,188,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,943,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,188,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,943,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $247,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,190,532 | SubtotalAmt |
| Other Decreases | $2,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,188,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| CHARLES SCHWAB #0840 | P | $372,570 | $372,570 |
| CHARLES SCHWAB #0840 | P | $548,977 | $548,977 |
| UBS #7324 | P | -$4,648 | -$4,648 |
| PTP ADJ | P | $2,715 | $2,715 |
| FROM K-1S | P | -$15,987 | -$15,987 |
| FROM K-1S | P | $15,887 | $15,887 |
| FROM K-1S - SEC 1231 | P | -$6,007 | -$6,007 |
| FROM K-1S - SEC 1256 | P | $268 | $268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $913,775 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $945,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,004,818 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $813,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,345,620 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $330,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,085,190 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,990,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050124 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $163,366 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122424 | DistributionYr5Rt |
| Total Distribution | 0.335936 | TotalDistributionRt |
| Average Distribution | 0.067187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,183,252 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,288,865 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,893 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,298,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,440,000 | 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 | $9,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $308 | EsPenaltyAmt |
| Overpayment | $7,799 | OverpaymentAmt |
| Applied To ES Tax | $7,799 | 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 | 0 | 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 | Yes (1) | 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 | PATRICIA HANDJAJA | IndividualWithBooksNm |
| Phone | 4255592300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11624 SE FIFTH STREET SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFERY GOW | ||||||||
| 11624 SE FIFTH STREET SUITE 210 | BELLEVUE | WA | 98005 | CHAIR | 0.00 | $0 | $0 | $0 |
| PAMELA GOW | ||||||||
| 11624 SE FIFTH STREET SUITE 210 | BELLEVUE | WA | 98005 | VICE CHAIR | 0.00 | $0 | $0 | $0 |
| PATRICIA KURKIEWICZ | ||||||||
| 11624 SE FIFTH STREET SUITE 210 | BELLEVUE | WA | 98005 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBIN GOW | ||||||||
| 11624 SE FIFTH STREET SUITE 210 | BELLEVUE | WA | 98005 | TREASURER | 0.00 | $0 | $0 | $0 |
| JACQUELINE GOW | ||||||||
| 11624 SE FIFTH STREET SUITE 210 | BELLEVUE | WA | 98005 | DIRECTOR | 0.00 | $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 | $8,994,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,480,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,475,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,475,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,183,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $959,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $959,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,893 | TotalTaxAmt |
| Distributable Before Adj | $949,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $949,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $949,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,440,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,440,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,893 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,430,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $949,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,009 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,440,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $949,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $490,730 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $678,929 | 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 | $18,009 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $660,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $741 | ExcessFromYear4Amt |
| Excess From Year3 | $26,521 | ExcessFromYear3Amt |
| Excess From Year2 | $98,169 | ExcessFromYear2Amt |
| Excess From Year1 | $44,759 | ExcessFromYear1Amt |
| Excess From Current Year | $490,730 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFERY GOW | ContributingManagerNm |
| Contributing Manager | PAMELA GOW | ContributingManagerNm |
| Contributing Manager | PATRICIA KURKIEWICZ | ContributingManagerNm |
| Contributing Manager | ROBIN GOW | ContributingManagerNm |
| Contributing Manager | JACQUELINE GOW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFERY GOW - GOW FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11624 SE FIFTH STREET SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4255592300 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AVAILABLE FROM THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMARA | |||||||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| ART WITH HEART | |||||||||||
| 316 BROADWAY 316 | SEATTLE | WA | 98122 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||||
| BEECHER'S PURE FOOD KIDS FOUNDATION | |||||||||||
| 801 BLANCHARD STREET | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| BELLEVUE LIFESPRING | |||||||||||
| 167 BELLEVUE SQUARE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| CAMP KOREY | |||||||||||
| 28901 NE CARNATION FARM RD | CARNATION | WA | 98014 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| DELTA GAMMA ALLIANCE | |||||||||||
| 3250 RIVERSIDE DRIVE | COLUMBUS | OH | 43221 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||||
| FARESTART | |||||||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 | ||||
| FOOD LIFELINE | |||||||||||
| 4011 6TH AVE S | SEATTLE | WA | 98108 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||||
| LIFEWIRE FKA EASTSIDE DOMESTIC VIOLENCE PROGRAM | |||||||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | NONE | 501(C)(3) | GENERAL PURPOSES | $40,000 | ||||
| PACHAMAMA ALLIANCE | |||||||||||
| 1009 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | GENERAL PURPOSES | $30,000 | ||||
| POTTERY NORTHWEST | |||||||||||
| 226 1ST AVENUE NORTH | SEATTLE | WA | 98109 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||||
| RAINIER PREP | |||||||||||
| 10211 12TH AVE S | SEATTLE | WA | 98168 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| RAINIER SCHOLARS | |||||||||||
| 210 24TH AVENUE SOUTH SUITE 360 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||||
| RECOVERY CAFE | |||||||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL PURPOSES | $40,000 | ||||
| REFUGEE WOMEN'S ALLIANCE | |||||||||||
| 4008 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98108 | NONE | 501(C)(3) | GENERAL PURPOSES | $60,000 | ||||
| TREEHOUSE | |||||||||||
| 2100 24TH AVE S 200 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | 2329 WEST MALL | VANCOUVER | BRITISH COLUMBIA | CA | ||||
| UW FOUNDATION | |||||||||||
| 1320 NE CAMPUS PKWY | SEATTLE | WA | 98105 | NONE | 501(C)(3) | GENERAL PURPOSES | $80,000 | ||||
| WASHINGTON WOMEN IN NEED | |||||||||||
| 700 108TH AVENUE NE SUITE 207 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | GENERAL PURPOSES | $30,000 | ||||
| WAVE FOUNDATION | |||||||||||
| 1420 NW GILMAN BOULEVARD SUITE 2314 | ISSAQUAH | WA | 98027 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||||
| WILD SALMON CENTER | |||||||||||
| 721 NW NINTH AVE | PORTLAND | OR | 97209 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||||
| YMCA | |||||||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL PURPOSES | $150,000 | ||||
| YOUTHCARE | |||||||||||
| 1828 YALE AVE | SEATTLE | WA | 98101 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||||
| YUAN TZE REN XUE CENTER | |||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSES | $140,000 | PO BOX 35188 | NAENAE | LOWER HUTT | NZ | ||||
| LIFE ENRICHEMENT OPTIONS | |||||||||||
| 4011 6TH AVE S | SEATTLE | WA | 98108 | NONE | 501(C)(3) | GENERAL PURPOSES | $60,000 | ||||
| ISLANDWOOD | |||||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||||
| MARY'S PLACE | |||||||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 | ||||
| ACLU OF WASHINGTON FOUNDATION | |||||||||||
| 901 FIFTH AVENUE SUITE 630 | SEATTLE | WA | 98164 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| LOW INCOME HOUSING INSTITUTE | |||||||||||
| 2407 1ST AVE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||||
| NORTHWEST IMMIGRATION RIGHTS PROJECT | |||||||||||
| 615 2ND AVENUE SUITE 400 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| 1200 SOUTH 192ND STREET SUITE 101 | SEATAC | WA | 98148 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,440,000 | 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 | $353,777 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,101 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $913,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,312,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,312,442 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF GOW | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11624 SE FIFTH STREET SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-1 TAX BASIS | AT COST | $5,373,679 | $5,494,152 |
| UBS | AT COST | $0 | $1,102,199 |
| CHARLES SCHWAB | AT COST | $2,702,649 | $3,967,284 |
| PACIFIC COAST OIL | AT COST | $293,558 | $287,737 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $2,484 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $45 | $0 | $0 |
| LICENSE FEE | $35 | $0 | $0 |
| BROKERAGE FEES | $15,162 | $15,162 | $0 |
| FROM K-1S - CHARITABLE CONTRIBUTIONS | $90 | $90 | $0 |
| FROM K-1S - OTHER PORTFOLIO INCOME | $87,369 | $87,369 | $0 |
| FROM K-1S - PORTFOLIO DEDUCTIONS | $104,131 | $104,131 | $0 |
| FROM K-1S - ORDINARY LOSS | $69,588 | $69,588 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - RENTAL REAL ESTATE INCOME | -$23 | -$23 | -$23 |
| FROM K-1 - OTHER RENTAL INCOME | $2 | $2 | $2 |
| FROM K-1 - TAX EXEMPT INCOME | $7,810 | $7,810 | $7,810 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY GOW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11624 SE FIFTH STREET SUITE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $225 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments