BACON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BACON FAMILY FOUNDATION (EIN 74-3070936)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349102403
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T12:22:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743070936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BACON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACO | BusinessNameControlTxt |
| Phone | 4252562662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL V GRIFFITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4252562662 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE CPA | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,984,849 | 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 | $4,719 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $879,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448,901 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $392,303 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $392,303 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $884,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,572 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $392,303 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,998 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,998 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,058 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $517 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,012 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,152,756 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,152,756 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,288,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,261,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$404,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $453,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $392,303 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,782 | CashBOYAmt |
| Cash EOY | $2,668 | CashEOYAmt |
| Cash EOYFMV | $2,668 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,466 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,455,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,941,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,941,404 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,311 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,311 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,472,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,984,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,984,849 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,368 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $925 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,368 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $925 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,471,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,983,924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,471,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,983,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,472,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,984,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,471,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$404,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,067,253 | SubtotalAmt |
| Other Decreases | $83,329 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,983,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COSTCO WHOLESALE CORP | P | 2017-06-21 | 2024-11-15 | $86,994 | $16,832 | $70,162 | $70,162 |
| FIRST TRUST EXCHANGE TRADED | P | 2020-06-24 | 2024-08-08 | $24,802 | $14,632 | $10,170 | $10,170 |
| HOME DEPOT INC | P | 2021-02-24 | 2024-08-08 | $25,273 | $19,127 | $6,146 | $6,146 |
| HUMANA INC | P | 2019-07-29 | 2024-05-16 | $61,309 | $49,196 | $12,113 | $12,113 |
| MCDONALDS CORP | P | 2019-11-05 | 2024-08-08 | $2,986 | $2,116 | $870 | $870 |
| NESTLE SA-SPONSORED | P | 2017-03-02 | 2024-05-16 | $47,548 | $33,297 | $14,251 | $14,251 |
| NEWMONT CORPORATION | P | 2022-10-24 | 2024-05-16 | $44,608 | $43,842 | $766 | $766 |
| NEXTERA ENERGY INC | P | 2020-06-24 | 2024-08-08 | $6,542 | $5,076 | $1,466 | $1,466 |
| PEPSICO INC | P | 2018-06-01 | 2024-08-08 | $5,691 | $3,300 | $2,391 | $2,391 |
| STARBUCKS CORP | P | 2017-03-02 | 2024-05-16 | $55,807 | $42,226 | $13,581 | $13,581 |
| UNITEDHEALTH GROUP INC | P | 2013-02-06 | 2024-08-08 | $31,121 | $3,315 | $27,806 | $27,806 |
| VANECK ETF TR | P | 2021-12-07 | 2024-08-08 | $44,015 | $29,801 | $14,214 | $14,214 |
| VERIZON COMMUNICATIONS | P | 2017-03-01 | 2024-01-25 | $62,820 | $78,501 | -$15,681 | -$15,681 |
| ABBVIE INC | P | 2020-10-19 | 2024-09-05 | $35,720 | $15,848 | $19,872 | $19,872 |
| APPLE INC | P | 2016-06-24 | 2024-11-15 | $125,149 | $14,395 | $110,754 | $110,754 |
| ALPHABET INC | P | 2010-06-15 | 2024-11-15 | $90,030 | $7,312 | $82,718 | $82,718 |
| THE HEALTH CARE SELECT | P | 2013-10-08 | 2024-08-08 | $39,026 | $14,188 | $24,838 | $24,838 |
| BEN CONSUMER DISCRETIONA | P | 2013-11-05 | 2024-08-08 | $31,598 | $11,647 | $19,951 | $19,951 |
| THE FINANCIAL SELECT SECTOR | P | 2013-10-08 | 2024-08-08 | $32,207 | $13,053 | $19,154 | $19,154 |
| THE TECHNOLOGY SELECT | P | 2020-06-24 | 2024-08-08 | $26,146 | $12,787 | $13,359 | $13,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448,901 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,646 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,646 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Overpayment | $3,296 | OverpaymentAmt |
| Applied To ES Tax | $3,296 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE GRIFFITH | IndividualWithBooksNm |
| Phone | 4252562662 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAR 4 LLC - PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL V GRIFFITH | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN D BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $20,000 | $0 | $0 |
| JOSEPH A BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANTHONY R BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| AMY B BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $20,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JOHN AND DEBRA BACON FAMILY FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 23 | Description1Txt |
| Expenses1 | $1,152,756 | Expenses1Amt |
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 | $2,151,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,351,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,351,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,316,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,310 | TotalTaxAmt |
| Distributable Before Adj | $109,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,261,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,261,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $279,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $316,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $454,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,499,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,261,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,151,780 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,651,282 | 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 | $226,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,424,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $279,652 | ExcessFromYear4Amt |
| Excess From Year3 | $222,448 | ExcessFromYear3Amt |
| Excess From Year2 | $316,589 | ExcessFromYear2Amt |
| Excess From Year1 | $454,121 | ExcessFromYear1Amt |
| Excess From Current Year | $1,151,780 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E BACON | ContributingManagerNm |
| Contributing Manager | DEBRA BACON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLEVUE BOYS LACROSSE CLUB | |||||||
| 227 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $2,500 |
| BELLEVUE LIFESPRING | |||||||
| POBOX 50172 | BELLEVUE | WA | 98015 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $42,500 |
| BELLEVUE SCHOOLS FOUNDATION | |||||||
| 12241 MAIN ST BLDG 5 | BELLEVUE | WA | 98005 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $54,289 |
| BOYS AND GIRLS CLUB | |||||||
| 209 100TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $50,556 |
| BRIDGE RECEIVING CENTER | |||||||
| PO BOX 2930 | WOODINVILLE | WA | 98072 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $70,000 |
| EASTSIDE ACADEMY | |||||||
| 1800 100TH AVE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $75,000 |
| JUBILEE REACH | |||||||
| 14200 SE 13TH PLACE | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $29,525 |
| LAKE HILL ELEMENTARY | |||||||
| 14310 SE 12TH ST | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $10,000 |
| NO MORE UNDER | |||||||
| 1100 BELLEVUE WAY NE SUITE 81-563 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $25,000 |
| PLYMOUTH HOUSING | |||||||
| 2113 THIRD AVE | SEATTLE | WA | 98121 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $506 |
| RAINIER ATHLETES | |||||||
| 17215 SE 29TH COURT | BELLEVUE | WA | 98008 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $50,000 |
| SACRED HEART SCHOOL | |||||||
| 9460 NE 14TH ST | CLYDE HILL | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,500 |
| STEVENSON ELEMENTARY | |||||||
| 220 NE 8TH AT | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $10,000 |
| BELLEVUE FIRE FOUNDATION | |||||||
| POBOX 844 | BELLEVUE | WA | 980090844 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $679,700 |
| AMIGOS SEATTLE | |||||||
| PO BOX 30129 | SEATTLE | WA | 98113 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $100 |
| BELLEVUE FOOTBALL CLUB | |||||||
| PO BOX 105 | MEDINA | WA | 98039 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,000 |
| CURE ALS | |||||||
| 600 BRIDLEWOOD COURT | IRVING | TX | 75063 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $500 |
| HIGHLAND MIDDLE SCHOOL | |||||||
| 15027 NE BEL-RED RD | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $11,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $25,100 |
| KINDERING CENTER | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $500 |
| KUOW | |||||||
| 4518 UNIVERSITY WAY | SEATTLE | WA | 98105 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $180 |
| SEATTLE BETSUIN BUDDHIST WOMEN'S ASSOCIATION | |||||||
| 1427 S MAIN STREET | SEATTLE | WA | 98144 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $300 |
| NOURISHING NETWORKS - FAMILIES HELPING FAMILIES | |||||||
| 2275 116TH AVE NE SUITE 100 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,152,756 | 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 | $4,225 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $448,901 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $309,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $797,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $797,167 | 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 FEE | CategoryTxt |
| Amt | $5,975 | Amt |
| Net Investment Income | $5,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN - US MANAGED EQUITY FUNDS | StockNm |
| EOY Book Value | $1,941,404 | EOYBookValueAmt |
| EOYFMV | $1,941,404 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN TO OFFICERS, DIRECTORS, TRUSTEES AND OTHER DISQUALIFIED PERSONS | Desc |
| EOY Book Value | $30,311 | EOYBookValueAmt |
| EOYFMV | $30,311 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $83,329 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $121 | $0 | $0 | $121 |
| MEALS AND ENTERTAINMENT | $535 | $0 | $0 | $535 |
| MISCELLANEOUS | $6,840 | $0 | $0 | $6,840 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $392,303 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $392,303 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILTIES | Desc |
| BOY Book Value | $1,368 | BOYBookValueAmt |
| EOY Book Value | $925 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | $27,093 | $27,093 | $0 | $0 |
| CONSULTING FEES | $27,058 | $0 | $0 | $27,058 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $517 | $517 | $0 | $0 |
| PAYROLL TAXES | $4,158 | $0 | $0 | $4,158 |
| FEDERAL TAXES | $3,854 | $0 | $0 | $3,854 |
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