LENORE HANAUER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LENORE HANAUER FOUNDATION (EIN 26-0378733)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-16
- IRS object ID
- 201801369349100720
- Schema version
- 2017v2.2
- 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
- All Oth Prog Rltd Investments Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-16T15:43:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274238573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING & OLIASON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST SUITE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | 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 | 260378733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENORE HANAUER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 FOURTH AVENUE SUITE 2288 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LENORE HANAUER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2018-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK STARKENBURG | PreparerPersonNm |
| PTIN | P00043131 | PTIN |
| Phone | 2062857242 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,770,749 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $218,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $455,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,468,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $673,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $673,386 | 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 | $4,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,049 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,049 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,224 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $798 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,382,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,382,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,452,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,385,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$778,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $609,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,890 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $7,946,094 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,139,671 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,650,859 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,042,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,259,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,770,749 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,759 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,038,442 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,259,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,038,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,259,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,042,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,259,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,038,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$778,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,259,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,259,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $154,299 | $148,622 | $5,677 | $5,677 | |
| PUBLICLY TRADED SECURITIES | $1,312,661 | $864,404 | $448,257 | $448,257 | |
| CAPITAL GAINS DIVIDENDS | $1,117 | $1,117 | $1,117 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,406,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,776,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,780,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,308,811 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.133777 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,399,159 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,461,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,344,784 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,919,446 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,073,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,737,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.131762 | DistributionYr5Rt |
| Total Distribution | 0.571893 | TotalDistributionRt |
| Average Distribution | 0.114379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,302,685 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,292,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,298,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,385,097 | 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 | $6,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,059 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,099 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | DE | 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 | KING OLIASON PLLC | IndividualWithBooksNm |
| Phone | 2062857242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST SUITE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | 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 | Yes (1) | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| LENORE HANAUER | ||||||||
| 925 FOURTH AVENUE SUITE 2288 | SEATTLE | WA | 98104 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTI MANDT | ||||||||
| 925 FOURTH AVENUE SUITE 2288 | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCUTCHEN GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 FOURTH AVENUE SUITE 2288 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST MGMT SERVICES | ServiceTypeTxt |
| Compensation | $57,224 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,116,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,474,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,474,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,302,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,099 | TotalTaxAmt |
| Distributable Before Adj | $559,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $559,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $559,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,385,097 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,385,097 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,378,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $559,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $944,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $614,168 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $689,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,127,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $828,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,204,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,385,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $559,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $826,062 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,030,557 | 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 | $944,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,085,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $614,168 | ExcessFromYear4Amt |
| Excess From Year3 | $689,909 | ExcessFromYear3Amt |
| Excess From Year2 | $1,127,748 | ExcessFromYear2Amt |
| Excess From Year1 | $828,102 | ExcessFromYear1Amt |
| Excess From Current Year | $826,062 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LENORE HANAUER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTSFUND | |||||||
| 10 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| BAINBRIDGE SCHOOLS FOUNDATION | |||||||
| 8489 MADISON AVE NE | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | EDUCATION | $4,000 |
| BIRDNOTE | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| BOOK-IT REPERTORY THEATRE | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED SUPPORT | $500 |
| BOYS & GIRLS CLUBS OF KING COUNTY | |||||||
| 603 STEWART ST NO 300 | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $10,000 |
| CHAPS | |||||||
| PO BOX 40529 | BELLEVUE | WA | 98015 | N/A | PC | MEDICAL SERVICES | $5,000 |
| CONSERVATION NORTHWEST | |||||||
| 1208 BAY STREET 201 | BELLINGHAM | WA | 98225 | N/A | PC | GENERAL SUPPORT | $20,000 |
| CORNISH COLLEGE OF THE ARTS | |||||||
| 1000 LENORA ST | SEATTLE | WA | 98121 | N/A | PC | EDUCATION | $1,000 |
| DADS | |||||||
| 5709 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | SOCIAL SERVICES | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE FL 2 | NEW YORK | NY | 10001 | N/A | PC | MEDICAL SERVICES | $100,000 |
| EARTHJUSTICE | |||||||
| 705 SECOND AVENUE SUITE 203 | SEATTLE | WA | 98104 | N/A | PC | ENVIRONMENTAL SERVICES | $250,000 |
| FARE START | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $5,000 |
| FOLIO THE SEATTLE ATHENAEUM | |||||||
| 314 MARION STREET | SEATTLE | WA | 98104 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 |
| FRIENDS OF THE CHILDREN | |||||||
| PO BOX 22801 | SEATTLE | WA | 98122 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 |
| GROWING VETERANS | |||||||
| 6458 MARTIN PL | LYNDEN | WA | 98264 | N/A | PC | SOCIAL SERVICES | $20,000 |
| HEIFER INTERNATIONAL | |||||||
| 5019 KEYSTONE PL N | SEATTLE | WA | 98103 | N/A | PC | SOCIAL SERVICES | $750 |
| HOMEWARD PET ADOPTION CENTER | |||||||
| 18800 WOODINVILLE-SNOHOMISH RD | WOODINVILLE | WA | 98072 | N/A | PC | ANIMAL SERVICES | $10,000 |
| KCTS9 | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| KING COUNTY SEXUAL ASSAULT RESOURCE CENTER | |||||||
| PO BOX 300 | RENTON | WA | 98057 | N/A | PC | SOCIAL SERVICES | $50,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | N/A | PC | SOCIAL SERVICES | $10,000 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| LOW INCOME HOUSING INST | |||||||
| 1924 9TH AVE | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $30,000 |
| MERCY CORPS | |||||||
| 509 FAIRVIEW AVE N | SEATTLE | WA | 98109 | N/A | PC | SOCIAL SERVICES | $100,000 |
| MUSEUM OF HISTORY & INDUSTRY | |||||||
| 860 TERRY AVE N | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| NEIGHBORCARE HEALTH | |||||||
| 905 SPRUCE STREET | SEATTLE | WA | 98104 | N/A | PC | MEDICAL SERVICES | $100,000 |
| NORTHWEST FILM FORUM | |||||||
| 1515 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | SOCIAL SERVICES | $250,000 |
| PROGRESSIVE ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | N/A | PC | ANIMAL SERVICES | $10,000 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVENUE NE | SEATTLE | WA | 98115 | N/A | PC | UNRESTRICTED SUPPORT | $10,000 |
| SEATTLE CHILDREN'S HOSPITAL | |||||||
| PO BOX 50020 | SEATTLE | WA | 98145 | N/A | PC | UNCOMPENSATED CARE FUND | $10,000 |
| SEATTLE HUMANE SOCIETY | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | ANIMAL SERVICES | $10,000 |
| SEATTLE OPERA ASSOCIATION | |||||||
| 1020 JOHN ST | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED SUPPORT | $100,000 |
| STOLEN YOUTH | |||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PC | SOCIAL SERVICES | $5,000 |
| SUMMER SEARCH SEATTLE | |||||||
| 1109 1ST AVE | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $5,000 |
| TOWN HALL SEATTLE | |||||||
| 1119 8TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | UNRESTRICTED SUPPORT | $1,000 |
| TUCSON MUSEUM OF ART | |||||||
| 140 NORTH MAIN AVENUE | TUCSON | AZ | 85701 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02138 | N/A | PC | UNRESTRICTED SUPPORT | $50,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | N/A | PC | SOCIAL SERVICES | $50,000 |
| UPSTREAM USA | |||||||
| 350 RHODE ISLAND AVE SUITE 240 | SAN FRANCISCO | CA | 94103 | N/A | PC | SOCIAL SERVICES | $10,000 |
| WATER FIRST INTERNATIONAL | |||||||
| 1904 3RD AVE SUITE 1012 | SEATTLE | WA | 98101 | N/A | PC | SOCIAL SERVICES | $15,000 |
| YOUTH IN FOCUS | |||||||
| 2100 24TH AVENUE S SUITE 310 | SEATTLE | WA | 98144 | N/A | PC | UNRESTRICTED SUPPORT | $5,000 |
| YOUTHCARE | |||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,382,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $455,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $673,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $673,386 | 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 | $4,098 | Amt |
| Net Investment Income | $2,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,049 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB - MUTUAL FUNDS | Desc |
| BOY Book Value | $7,946,094 | BOYBookValueAmt |
| EOY Book Value | $7,139,671 | EOYBookValueAmt |
| EOYFMV | $10,650,859 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF DELAWARE | $25 | $0 | $25 |
| CT CORPORATION | $773 | $0 | $773 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $57,224 | Amt |
| Net Investment Income | $57,224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,217 | $4,217 | $0 |
| FEDERAL TAXES | $3,680 | $0 | $0 |
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