HIS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HIS FOUNDATION (EIN 91-6512367)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-03-12
IRS object ID
201810719349100411
Schema version
2016v3.0
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)
Return2018-03-12T15:14:30-07:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY ACCOUNTING TAX SVCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12519 15th Ave SAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916512367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISFBusinessNameControlTxt
Phone2062321980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12737 78TH AVE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES CASSANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2062321980PhoneNum
Signature2018-02-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANA LONGPreparerPersonNm
Phone2068608552PhoneNum
Preparation2018-03-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.143.109.81IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-03-12IPDt
IP Tm15:14:19IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC1E78ED3040C5F3B8093BD1EBF0828D275379D5CAtSubmissionCreationDeviceId
At Submission Filing Device IdC1E78ED3040C5F3B8093BD1EBF0828D275379D5CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,127,892FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$225,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$749DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$225,749TotalRevAndExpnssAmt
Total Net Invst Incm$749TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$600AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$133,302TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,302TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$92,447ExcessRevenueOverExpensesAmt
Net Investment Income$749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,035,195CashBOYAmt
Cash EOY$1,127,641CashEOYAmt
Cash EOYFMV$1,127,641CashEOYFMVAmt
Other Assets BOY$261OtherAssetsBOYAmt
Other Assets EOY$251OtherAssetsEOYAmt
Other Assets EOYFMV$251OtherAssetsEOYFMVAmt
Total Assets BOY$1,035,456TotalAssetsBOYAmt
Total Assets EOY$1,127,892TotalAssetsEOYAmt
Total Assets EOYFMV$1,127,892TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,035,456UnrestrictedBOYAmt
Unrestricted EOY$1,127,892UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,035,456TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,127,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,035,456TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,127,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,035,456TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$92,447ExcessRevenueOverExpensesAmt
Subtotal$1,127,903SubtotalAmt
Other Decreases$11OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,127,892TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$153,310AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$873,912NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.175430DistributionYr1Rt
Adjusted Qlfy Distri Yr2$183,069AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$658,316NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.278087DistributionYr2Rt
Adjusted Qlfy Distri Yr3$189,249AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$554,529NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.341279DistributionYr3Rt
Adjusted Qlfy Distri Yr4$189,257AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$554,529NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.341293DistributionYr4Rt
Adjusted Qlfy Distri Yr5$165,120AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$739,043NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.223424DistributionYr5Rt
Total Distribution1.359513TotalDistributionRt
Average Distribution0.271903AverageDistributionRt
Net Vl Noncharitable Assets$1,110,726NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$302,010AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$302,017AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$133,302QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$251EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$251TotalPaymentsAndCreditsAmt
Original Return Overpayment-$251OriginalReturnOverpaymentAmt
Overpayment$236OverpaymentAmt
Applied To ES Tax$236AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTUCK HOOIndividualWithBooksNm
Phone2062321980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12737 78TH AVE SE STE 201AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980402843ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
JAMES T CASSAN
2737 78TH AVE SE STE 201MERCER ISLANDWA98040TRUSTEE10.00$0$0$0
DORIS O CASSAN
2737 78TH AVE SE STE 201MERCER ISLANDWA98040TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,127,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,127,641TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,127,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,110,726NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,536MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,536MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$55,521DistributableBeforeAdjAmt
Distributable Before Ded$55,521DistributableBeforeDedAmt
Distributable As Adjusted$55,521DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,302ExpensesAndContributionsAmt
Qualifying Distributions$133,302QualifyingDistributionsAmt
Adjusted Qualifying Distri$133,302AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,521DistributableAsAdjustedAmt
Undistributed Income PY$43,686UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$128,186ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$114,856ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$161,539ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$150,163ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$153,310ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$708,054TotalExcessDistributionCyovAmt
Qualifying Distributions$133,302QualifyingDistributionsAmt
Remaining Distri From Corpus$133,302RemainingDistriFromCorpusAmt
Total Corpus$841,356TotalCorpusAmt
Taxable2$43,686Taxable2Amt
Undistributed Income CY$55,521UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$128,186ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$713,170ExcessDistriCyovToNextYrAmt
Excess From Year4$114,856ExcessFromYear4Amt
Excess From Year3$161,539ExcessFromYear3Amt
Excess From Year2$150,163ExcessFromYear2Amt
Excess From Year1$153,310ExcessFromYear1Amt
Excess From Current Year$133,302ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263PFCHARITABLE CONTRIBUTION$2,500
UC REGENTS
U OF CALIFORNIA 1156 HIGH STREETSANTA CRUZCA95064PFSCHOLARSHIP$56,667
FREE WHEELCHAIR MISSION
POBOX 52001 DEPT 921PHOENIXAZ85072PFCHARITY CONTRIBUTION$10,000
HEALING THE CULTURE
PO BOX 517MONROEWA98272PFCHARITY CONTRIBUTION$5,000
CHRIST THE CORNERSTONE CHURCH
10608 NE 125TH PLKIRKLANDWA98034PFCHARITY CONTRIBUTION$5,000
URBAN IMPACT
7728 RAINIER AVE SSEATTLEWA98118PFCHARITY CONTRIBUTION$5,000
THE SALVATION ARMY
111 QUEEN ANNE AVENUE NOSEATTLEWA98109PFCHARITY CONTRIBUTION$5,000
NICOLAS FUND FOR EDUCATION
9311 SE 36TH ST SUITE 202MERCER ISLANDWA98040PFCHARITY CONTRIBUTION$10,000
THE URBAN ALTERNATIVE
PO BOX 4000DALLASTX75208PFCHARITY CONTRIBUTION$2,000
LEGACY INSTITUTE
PO BOX 82746KENMOREWA98028PFCHARITY CONTRIBUTION$3,000
EASTERN NEW MEXICO UNIVERSITY
1500 SOUTH AVENUE KPORTALESNM88130PFCHARITY CONTRIBUTION$5,000
UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111PFCHARITY CONTRIBUTION$2,500
OPERATION NIGHT WATCH
302 14TH AVE SSEATTLEWA98144PFCHARITY CONTRIBUTION$2,500
VITAE FOUNDATION
1731 SOUTHBRIDGE DRIVE SUITE DJEFFERSON CITYMO65109PFCHARITY CONTRIBUTION$5,000
BRIDGES INTERNATIONAL
12012 TECHNOLOGY BLVD 103AUSTINTX78727PFCHARITY CONTRIBUTION$1,000
FOCUS OF THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920PFCHARITY CONTRIBUTION$2,500
MUSEUM OF THE BIBLE
409 3RD ST SW C-700WASHINGTONDC20024PFCHARITY CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,667TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$749ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$749ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$749TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 ContributionPersonContributionInd
CASSAN ENTERPRISES INC
12737 78TH AVE SE STE 201MERCER ISLANDWA98040$200,000Yes (X)
DOLLAR PARK N FLY INC
22737 78TH AVE SE STE 201MERCER ISLANDWA98040$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFIDELITY ACCOUNTING ACCOUNTINGCategoryTxt
Amt$600Amt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$11Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$35$35
OFFICE SUPPLIES

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