BETA

DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION (EIN 45-3943382)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202533089349101428
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T17:09:33-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE SUITE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453943382EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID AND PATRICIA GIULIANI FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone2066211900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL GIULIANIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2064656852PhoneNum
Signature2025-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRE BRANNOCKPreparerPersonNm
PTINP01880618PTIN
Phone2065777880PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,436,322FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,088,347ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$138,906InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110,029InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$634,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$557,304DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,570,531NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,819,250GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,570,531CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$24,069OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24,069OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$17,456,178TotalRevAndExpnssAmt
Total Net Invst Incm$2,261,933TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,156LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,156LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,240AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,120AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,120AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$180,167OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$180,167OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$303InterestRevAndExpnssAmt
Interest Net Invst Incm$303InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$49,316TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23,816TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,613OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,613OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$265,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$229,175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,120TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,119,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,119,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,385,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$229,175TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,130,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,070,883ExcessRevenueOverExpensesAmt
Net Investment Income$2,032,758NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$275,422CashBOYAmt
Cash EOY$467,002CashEOYAmt
Cash EOYFMV$467,002CashEOYFMVAmt
Prepaid Expenses BOY$15,262PrepaidExpensesBOYAmt
US Government Obligations BOY$1,986,492USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,357,752USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,296,778USGovtObligationsEOYFMVAmt
Corporate Stock BOY$20,017,758CorporateStockBOYAmt
Corporate Stock EOY$28,363,427CorporateStockEOYAmt
Corporate Stock EOYFMV$37,521,757CorporateStockEOYFMVAmt
Corporate Bonds BOY$670,797CorporateBondsBOYAmt
Corporate Bonds EOY$2,156,344CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,149,644CorporateBondsEOYFMVAmt
Other Assets BOY$9,011OtherAssetsBOYAmt
Other Assets EOY$1,141OtherAssetsEOYAmt
Other Assets EOYFMV$1,141OtherAssetsEOYFMVAmt
Total Assets BOY$22,974,742TotalAssetsBOYAmt
Total Assets EOY$36,345,666TotalAssetsEOYAmt
Total Assets EOYFMV$45,436,322TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,974,742RetainedEarningBOYAmt
Retained Earning EOY$36,345,666RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,974,742TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,345,666TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,974,742TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,345,666TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,974,742TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,070,883ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$39,045,625SubtotalAmt
Other Decreases$2,699,959OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,345,666TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES (ST)$4,192,310$4,097,394$94,916$94,916
PUBLICLY TRADED SECURITIES (LT)$11,626,940$10,334,601$1,292,339$1,292,339
CAPITAL GAIN DISTRIBUTIONS$158,053$158,053P
SECTION 1250$223$223P
FROM K-1 - KKR GLOBAL IMPACT FUND, LP$25,000$25,000P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,570,531CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$94,916NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,255InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,255SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,255TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,179EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$65,179TotalPaymentsAndCreditsAmt
Es Penalty$122EsPenaltyAmt
Overpayment$36,802OverpaymentAmt
Applied To ES Tax$36,802AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL GIULIANIIndividualWithBooksNm
Phone2066211900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE SUITE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICOLE ROVEN GIULIANI
1200 FIFTH AVENUE SUITE 1600SEATTLEWA98101VICE PRESIDENT2.00$0$0$0
DANIEL ROVEN GIULIANI
1200 FIFTH AVENUE SUITE 1600SEATTLEWA98101SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALMO LIPMAN DREW GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 CALIFORNIA STREET 14TH FLAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$179,992CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,660,131AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$301,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,225,305FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,187,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,187,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$512,809CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,674,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,683,725MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,683,725MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,255TaxBasedOnInvestmentIncomeAmt
Total Tax$28,255TotalTaxAmt
Distributable Before Adj$1,655,470DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,655,470DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,655,470DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,130,620ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,130,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,655,470DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$66,385ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$112,810ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,629ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,634ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,196ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$321,654TotalExcessDistributionCyovAmt
Qualifying Distributions$1,130,620QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,130,620AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$321,654ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$321,654ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$203,196UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL GIULIANIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15240 KIRKWOOD PLACE NAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2064656852RecipientPhoneNum
Form And Info And MaterialsA GRANT PROPOSAL MAY BE REQUESTED, THE CONTENT OF WHICH MAY VARY DEPENDING ON THE NATURE AND SCOPE OF THE PROPOSED GRANT, AND THE FOUNDATION'S KNOWLEDGE OF AND EXPERIENCE WITH THE GRANT APPLICANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGIFTS ARE MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC 501(C)(3) TO THE UNITED STATES FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES, AS WELL AS DOMESTIC ORGANIZATIONS OTHER THAN PUBLIC CHARITIES AND GOVERNMENTAL AGENCIES, SO LONG AS THE GRANT IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES; AND TO FOREIGN ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
ALI FORNEY CENTER
307 W 38TH ST FL 2NEW YORKNY10018NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
AWAMAKI US
24125 47TH AVE SWVASHONWA98070NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
BE THE MATCH
500 N 5TH STMINNEAPOLISMN55401NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
BEYOND TOXICS
PO BOX 1106EUGENEOR97440NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$40,000
CANCER LIFELINE
6522 FREMONT AVE NSEATTLEWA98103NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
CENTER FOR AN AGRICULTURAL ECONOMY
PO BOX 422 140 JUNCTION RDHARDWICKVT05843NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
FIELD ACADEMY
PO BOX 181027DENVERCO80218NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$40,000
FOOD FOR LANE COUNTY
770 BAILEY HILL ROADEUGENEOR97402NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
KCTS
PO BOX 84109SEATTLEWA98124NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
KLCC - NATIONAL PUBLIC RADIO
136 W 8TH AVEEUGENEOR97401NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
KUOW - NATIONAL PUBLIC RADIO
PO BOX 84148SEATTLEWA98124NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
NATIONAL IMMIGRATION LAW CENTER
PO BOX 743013LOS ANGELESCA90074NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
NATIONAL PUBLIC RADIO
PO BOX 791490BALTIMOREMD212791490NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVENUEPORTLANDOR97219NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
ORION CENTER FOR INTEGRATED MEDICINE
6522 FREMONT AVE NSEATTLEWA98103NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
PLANNED PARENTHOOD - GREAT NORTHWEST
PO BOX 3641SEATTLEWA98124NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$15,000
RAICES
PO BOX 786100SAN ANTONIOTX78278NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
RAINIER VALLEY FOOD BANK
9021 RAINIER AVE SSEATTLEWA98118NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
SAN JUAN COMMUNITY HOME TRUST
PO BOX 2603FRIDAY HARBORWA98250NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
SAN JUAN ISLAND FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
SOUTHERN POVERTY LAW CENTER
PO BOX 8952TOPEKAKS66608NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$125,000
ST VINCENT DE PAUL SOCIETY
PO BOX 24608EUGENEOR97402NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
VOTER PARTICIPATION CENTER
1707 L STREET NWWASHINGTONDC20036NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
WHITE BIRD CLINIC
341 E 12TH AVEEUGENEOR97401NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$30,000
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC20090NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
WILD ORCA
6523 CALIFORNIA AVE SW 172SEATTLEWA98136NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$10,000
CAREPOINT CLINIC
36017 SE FISH HATCHERY ROADFALL CITYWA98024NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
CELIAC DISEASE FOUNDATION
5850 CANOGA AVE 4TH FLOORWOODLAND HILLSCA91367NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
EDGEWOOD POOL
695 W 40TH AVEEUGENEOR97405NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
OCEAN RESEARCH COLLEGE ACADEMY
1205 CRAFTSMAN WAY SUITE 203EVERETTWA98201NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
FIND MY PARENT
740 JARVIS DRIVEMORGAN HILLCA95037NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$50,000
FRED HUTCH CANCER RESEARCH CENTER
PO BOX 19024SEATTLEWA98109NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$104,500
PLANNED PARENTHOOD OF SOUTHWESTERN OREGON
3579 FRANKLIN BLVDEUGENEOR97403NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$15,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$100,000
RESILIENT HEARTS ANIMAL SANCTUARY
PO BOX 51218SEATTLEWA98155NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
WASHINGTON WATER TRUST
1500 WESTLAKE AVE N STE 202SEATTLEWA98109NONEPCTO PROVIDE SUPPORT TO EXEMPT ORGANIZATION.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,119,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138,906ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$634,325ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$24,069ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,570,531ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,367,831ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,367,831TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PRG NON-EXEMPT MRTL TR UWD 12-27-16
15240 KIRKWOOD PL NSEATTLEWA981036240$10,133,924Yes (X)Yes (X)
ESTATE OF DAVID GIULIANI
25240 KIRKWOOD PL NSEATTLEWA981036240$4,954,423Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (48 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
19,050 SHARES OF FPA CRESCENT FD SUPRA INST$382,8962024-09-30
13,113 SHARES OF ISHARES RUSSELL 2000 VALUE ETF$519,3112024-09-30
115,404 SHARES OF JPMORGAN LARGE CAP GROWTH I$1,177,9182024-09-30
1648 SHARES OF SPDR S&P DIVIDEND$92,0422024-09-30
110,482 SHARES OF T ROWE INT US SMCP GRW EQ INV$497,7062024-09-30
111,990 SHARES OF VANGUARD FTSE EMERGING MARKETS$573,7222024-09-30
1460 SHARES OF VANGUARD S&P 500 ETF$242,7282024-09-30
14,800 SHARES OF VANGUARD SHORT TERM BND$377,7122024-09-30
1150,000 SHARES OF ANCHORAGE ALASKA 5.000% DUE2034-04-01 [033162FW3]$167,1542024-10-02
145,000 SHARES OF ARLINGTON CNTY VA 5.000% DUE2028-08-15 [041431RX7]$48,3072024-10-02
135,039 SHARES OF BLACKROCK BATS: SERIES E PTF$368,2602024-10-02
124,637 SHARES OF BLACKROCK STRAT MUNI OPPORT I$265,0992024-10-02
1250,000 SHARES OF CALIFORNIA ST GNL OBLIG REF 5.000% DUE2032-11-01 [13063D2E7]$294,7202024-10-02
1125,000 SHARES OF CHARLOTTE NC WTR & SWR SYS RE 5.000% DUE2039-07-01 [161045SX8]$146,0692024-10-02
185,000 SHARES OF CLARK CNTY WASH SCH DIST NO 03 5.000% DUE2033-12-01 [181144SG2]$90,0962024-10-02
1200,000 SHARES OF COMMONWEALTH MA GENL OBLIG RE 5.000% DUE2028-07-01 [57582RJV9]$219,5462024-10-02
1200,000 SHARES OF DALLAS TEX INDPT SCH DIST ID 01 5.000% DUE2036-02-15 [235308N82]$231,7282024-10-02
1300,000 SHARES OF DISTRICT COLUMBIA INCOME TAX RE 3.000% DUE2029-10-01 [25477GQA6]$305,1572024-10-02
1300,000 SHARES OF DISTRICT COLUMBIA INCOME TAX RE 3.000% DUE2029-10-01 [25477GQA6]$150,2782024-10-02
1150,000 SHARES OF JOHNSON CNTY KANS UNI SCH DISTNO 5.000% DUE2025-10-01 [478700W60]$56,5432024-10-02
150,000 SHARES OF KING CNTY WASH SCH DIST NO 411IS 5.000% DUE2032-12-01 [4952244L8]$53,5792024-10-02
165,000 SHARES OF KITSAP CNTY WASH SCH DIST NO 40 4.000% DUE2028-12-01 [498098SE3]$68,0202024-10-02
1250,000 SHARES OF LOUISIANA ST 5.000% DUE2032-09-01 [546417KJ4]$292,7482024-10-02
1250,000 SHARES OF LOUISVILLE & JEFFERSON CNTY KYME 5.000% DUE2036-05-15 [546589Y63]$292,3932024-10-02
1185,000 SHARES OF METROPOLITAN GOVT NASHVILLE & DA 5.000% DUE2026-07-01 [592112QE9]$188,1912024-10-02
175,000 SHARES OF MICHIGAN ST TRUNK LINE 5.000% DUE2031-11-15 [5946952N7]$86,7112024-10-02
165,000 SHARES OF MOUNT PROSPECT ILL GENL OBLIG SE 5.000% DUE2033-12-01 [622826WU5]$69,5022024-10-02
1150,000 SHARES OF NEW JERSEY HEALTH CARE FACS FI 5.000% DUE2026-07-01 [645790SR8]$156,2672024-10-02
1100,000 SHARES OF NEW YORK ST DORM AUTH REVS NONST 5.000% DUE2027-10-01 [64990BJW4]$102,1432024-10-02
1200,000 SHARES OF OHIO ST WTR DEV AUTH WTR PO 5.000% DUE2031-12-01 [67766WC75]$232,4262024-10-02
1200,000 SHARES OF PARKER COLO WTR & SANTN DIST SW 4.000% DUE2032-11-01 [70105RCB1]$212,4042024-10-02
1100,000 SHARES OF RHODE IS INFRASTRUCTURE BK ST RE 5.000% DUE2036-10-01 [76223MBM3]$116,8612024-10-02
1100,000 SHARES OF RHODE ISLAND ST & PROVIDENCE PL 5.000% DUE2029-05-01 [76222RC26]$111,5112024-10-02
1100,000 SHARES OF SEATTLE WASH GENL OBLIG IMPT RE 4.000% DUE2027-04-01 [812627AL1]$102,2012024-10-02
1110,000 SHARES OF SKAGIT CNTY WASH CONS SCH DISTNO 5.000% DUE2030-12-01 [830388ML5]$118,2902024-10-02
1175,000 SHARES OF SOUTH CAROLINA ST STATE IN 4.000% DUE2026-04-01 [83710RLN5]$178,7362024-10-02
1115,000 SHARES OF TEXAS ST HWY IMPT GENL OBLIG 5.000% DUE2032-04-01 [882723P37]$118,4402024-10-02
1150,000 SHARES OF UNIVERSITY ALA GEN REV-B 5.000% DUE2027-07-01 [914026ST7]$160,4032024-10-02
180,000 SHARES OF WASHINGTON ST FOR ISSUES DTD PR 5.000% DUE2027-07-01 [93974DJM1]$80,4042024-10-02
140,559 SHARES OF BREIT CL I$566,7572024-11-18
22,205 SHARES OF ISHARES RUSSELL 1000 GRW ETF$827,7132024-09-30
22,250 SHARES OF ISHARES U.S. HEALTHCARE ETF$146,2502024-09-30
26,210 SHARES OF ISHARES US TECHNOLOGY ETF$941,5602024-09-30
27,069 SHARES OF OAKMARK FUND INSTITUTIONAL$1,066,8042024-09-30
2930 SHARES OF SPDR S&P MIDCAP 400 ETF TRUST$529,7842024-09-30
22,130 SHARES OF VANGUARD GROWTH ETF$817,7712024-09-30
21,025 SHARES OF VANGUARD TTL STK MKT ETF$290,2392024-09-30
2SHARES OF VANGUARD VALUE ETF INDEX$334,3022024-09-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,240Amt
Net Investment Income$11,120NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,120DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMSSB #7631BondNm
EOY Book Value$2,156,344EOYBookValueAmt
EOYFMV$2,149,644EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MSSB #0622 - REIT$1,389,954$1,361,464
MSSB #3378 - EXCHANGE TRADED & CLOSED FUNDS$490,195$846,011
MSSB #3378 - CORPORATE STOCK$2,727,616$3,769,985
MSSB #3378 - MUTUAL FUNDS$731,105$770,302
MSSB #3384 - CORPORATE STOCK$5,155,465$8,290,843
MSSB #3385 - CORPORATE STOCK$815,531$997,847
MSSB #3386 - CORPORATE STOCK$1,466,125$2,025,911
MSSB #7630 - EXCHANGE TRADED & CLOSE END FUNDS$7,835,021$10,277,496
MSSB #7630 - MUTUAL FUNDS$2,947,202$4,285,599
MSSB #7631 - MUTUAL FUNDS$2,624,138$2,520,600
UBS #1829 - KKR GLOBAL IMPACT$206,780$322,008
UBS #1829 - KKR PRIVATE EQUITY$25,030$25,001
UBS #1829 - BLACKSTONE PRIVATE EQUITY$25,943$27,078
MSSB #0622 - BCRED$872,164$868,438
MSSB #0622 - KKR INFRA$1,051,158$1,133,174

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,357,752USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$5,296,778USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,156LegalFeesAmt
Net Investment Income$2,156NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME RECEIVABLEDesc
BOY Book Value$9,011BOYBookValueAmt
EOY Book Value$1,141EOYBookValueAmt
EOYFMV$1,141EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$2,699,959Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSES - FROM K-1SDesc
Revenue And Expenses Per Books$11,613RevenueAndExpensesPerBooksAmt
Net Investment Income$11,613NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$24,069RevenueAndExpensesPerBooksAmt
Net Investment Income$24,069NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$180,167Amt
Net Investment Income$180,167NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PRG NON-EXEMPT MRTL TR UWD 12-27-16
5240 KIRKWOOD PL NSEATTLEWA98103
ESTATE OF DAVID GIULIANI
5240 KIRKWOOD PL NSEATTLEWA98103

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$23,816$23,816$0$0
EXCISE TAXES$25,500$0$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.