DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION (EIN 45-3943382)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-21
- IRS object ID
- 201812649349100206
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-21T10:26:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 2ND AVE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | 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 | 453943382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID GIULIANI | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2064656852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GIULIANI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2064656852 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAQUEL R NELSON | PreparerPersonNm |
| PTIN | P00183672 | PTIN |
| Phone | 2066211900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.125.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91948320182645000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-09-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B50439CD9DE4D5C24A858991641AE7A749097890 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B50439CD9DE4D5C24A858991641AE7A749097890 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,400,897 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,914 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,914 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $224,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,284 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,294,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,906 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $582,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,104 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,656 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,316 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $653,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $653,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $714,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,456 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,055,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $831,471 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $823,483 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,446,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,401,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,577,939 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $772,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $741,144 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $754,019 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,402,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,219,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,400,897 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,360,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,219,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,360,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,219,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,360,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,219,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,360,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,543 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,227,789 | SubtotalAmt |
| Other Decreases | $8,665 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,219,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM STOCK SALES | P | $116,202 | $115,681 | $521 | $521 |
| SHORT TERM STOCK SALES | P | $33,377 | $33,425 | -$48 | -$48 |
| LONG TERM STOCK SALES | P | $1,920,861 | $1,934,147 | -$13,660 | -$13,286 |
| LONG TERM STOCK SALES | P | $85,425 | $90,527 | -$5,363 | -$5,102 |
| CAPITAL GAIN DIVIDENDS | P | $138,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $677,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,226,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $717,917 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,757,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $851,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,384,982 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $647,748 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,136,191 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $803,602 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,626,040 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058975 | DistributionYr5Rt |
| Total Distribution | 0.267397 | TotalDistributionRt |
| Average Distribution | 0.053479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,486,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $774,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $777,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $656,745 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,484 | SubtotalAmt |
| Tax Based On Investment Income | $6,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,016 | OverpaymentAmt |
| Applied To ES Tax | $8,016 | AppliedToESTaxAmt |
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 | WA | 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 | DAVID GIULIANI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064656852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402216 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA ROVEN GIULIANI | ||||||||
| 1960 82ND AVENUE SE | MERCER ISLAND | WA | 98040 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| NICOLE ROVEN GIULIANI | ||||||||
| 2575 CHULA VISTA BLVD | EUGENE | OR | 97403 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| DANIEL ROVEN GIULIANI | ||||||||
| 5240 KIRKWOOD PL N | SEATTLE | WA | 98103 | SECRETARY | 2.0 | $0 | $0 | $0 |
| DAVID GIULIANI | ||||||||
| 1960 82ND AVENUE SE | MERCER ISLAND | WA | 98040 | TREASURER | 2.0 | $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 | $14,503,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,707,067 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,707,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,486,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,484 | TotalTaxAmt |
| Distributable Before Adj | $717,839 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $717,839 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $717,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,745 | 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 | $656,745 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $656,745 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $717,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,683 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $182,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,453 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $320,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $656,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $61,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $61,094 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $258,918 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $236,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $182,755 | ExcessFromYear3Amt |
| Excess From Year2 | $33,453 | ExcessFromYear2Amt |
| Excess From Year1 | $20,121 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID GIULIANI PATRICIA GIULIANI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID PATRICIA GIULIANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 98 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064656852 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT PROPOSAL MAY BE REQUESTED, THE CONTENT OF WHICH MAY VARY DEPENDING ON THE NATURE AND SCOPE OF THE PROPOSED GRANT, AND THE FOUNDATION'S KNOWLEDGE OF AND EXPERIENCE WITH THE GRANT APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS ARE MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC 501(C)(3); TO UNITED STATES FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES, ASWELL AS DOMESTIC ORGANIZATIONS OTHER THAN PUBLIC CHARITIES AND GOVERNMENTAL AGENCIES, SO LONG AS THE GRANT IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES; AND TO FOREIGN ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 901 5th ave 630 | seattle | WA | 98164 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $60,000 | |
| Cancer Lifeline | ||||||||
| 6522 Freemont Ave N | Seattle | WA | 98103 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $25,000 | |
| KCTS | ||||||||
| 401 Mercer St | Seattle | WA | 98109 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| Planned Parenthood | ||||||||
| 2001 E Madison | Seattle | WA | 98122 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $90,000 | |
| WA Business Alliance Fund | ||||||||
| 2401 Elliott Ave Ste 375 | Seattle | WA | 98121 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $28,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| FIELD ACADEMY | ||||||||
| 131 SWAMP ROAD | RICHMOND | VT | 05477 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $30,000 | |
| BEYOND TOXICS | ||||||||
| PO BOX 1106 | EUGENE | OR | 97440 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $50,000 | |
| ALI FORNI CENTER | ||||||||
| 224 WEST 35TH STREET 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| WHITE BIRD CLINIC | ||||||||
| 341 E 12TH AVE | EUGENE | OR | 97401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 | |
| BE THE MATCH | ||||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| HOPELINK | ||||||||
| 10675 WILLOWS ROAD NE SUITE 275 | REDMOND | WA | 98052 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $90,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $50,000 | |
| WA STATE OPPORTUNITY SCHOLARSHIP | ||||||||
| 1414 31st avenue south | seattle | WA | 98144 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 | SUITE 302 |
| AWAMAKI US | ||||||||
| 4533 15TH AVE S | SEATTLE | WA | 98108 | N/A | PC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $653,000 | 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 | $37,914 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,284 | 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 | $119,906 | 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 | $382,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,104 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACH A | BondNm |
| EOY Book Value | $741,144 | EOYBookValueAmt |
| EOYFMV | $754,019 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACH A | StockNm |
| EOY Book Value | $11,401,053 | EOYBookValueAmt |
| EOYFMV | $13,577,939 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $831,471 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $823,483 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY RECONCILING DIFFERENCES | Desc |
| Amt | $8,665 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSE FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,316 | Amt |
| Net Investment Income | $6,316 | NetInvestmentIncomeAmt |
Comments