COOPER-MACGRATH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COOPER-MACGRATH FOUNDATION (EIN 45-3233188)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-22
- IRS object ID
- 201841429349100809
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-22T12:44:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 453233188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cooper-MacGrath Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY D HASKELL | PersonNm |
| Person Title | authorized person | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $2,156,263 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,482 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,981 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,413,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,511,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,016,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,487,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,651,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,156,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,487,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,651,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,487,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,651,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,487,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,651,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,487,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,702 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,651,143 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,651,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $190,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $103,636 | CostOrOtherBasisAmt |
| Gain Or Loss | $86,364 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $86,364 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,364 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,531,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05271 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,781 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,267,181 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $986,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059534 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $777,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07436 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,556 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $661,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070386 | DistributionYr5Rt |
| Total Distribution | 0.316004 | TotalDistributionRt |
| Average Distribution | 0.063201 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,901,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,223 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,548 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,548 | SubtotalAmt |
| Tax Based On Investment Income | $2,548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,748 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Christopher Zimmerman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Laura Zimmerman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,889,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,930,366 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,930,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,901,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,548 | TotalTaxAmt |
| Distributable Before Adj | $92,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $112,223 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,223 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,523 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $21,281 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,511 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,223 | QualifyingDistributionsAmt |
| Applied To Current Year | $92,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $88,020 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,281 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,511 | ExcessFromYear4Amt |
| Excess From Year3 | $10,157 | ExcessFromYear3Amt |
| Excess From Year2 | $11,939 | ExcessFromYear2Amt |
| Excess From Year1 | $5,432 | ExcessFromYear1Amt |
| Excess From Current Year | $19,700 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher Zimmerman | ContributingManagerNm |
| Contributing Manager | Laura Zimmerman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLEVUE SCHOOLS FOUNDATION | |||||||
| PO BOX 40644 | BELLEVUE | WA | 98015 | N/A | PC | 2017 Click-a-Thon Campaign | $10,000 |
| EASTSIDE BABY CORNER | |||||||
| PO BOX 712 | ISSAQUAH | WA | 98027 | N/A | PC | General & Unrestricted | $5,000 |
| HOPELINK | |||||||
| 10675 WILLOWS RD NE | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $15,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $10,000 |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $30,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $10,000 |
| STREET YOUTH MINISTRIES | |||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $5,000 |
| YOUTH EASTSIDE SERVICES | |||||||
| 999 164TH AVE NE | BELLEVUE | WA | 98008 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Zimmerman Christopher | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 W Lake Sammamish Parkway SE | AddressLine1Txt |
| City | Bellevue | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VANGUARD INDEX TR VANGUARD TOTAL STOCK VTSAX, 1493.875 sh. | NoncashPropertyDesc |
| Fair Market Value | $100,000 | FairMarketValueAmt |
| Received | 2017-12-21 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX TR VANGUARD TOT | $1,017,004 | $1,402,562 |
| VANGUARD TOTAL INT ST IDX-AD | $494,158 | $613,720 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,198 | $12,198 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $800 |
| 990-PF Excise Tax for 2016 | $682 |
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