DAWKINS CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAWKINS CHARITABLE TRUST (EIN 47-7442783)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349104152
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:34:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911197940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADERHALLETT PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5209 CORPORATE CENTER CT SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | 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 | 477442783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWKINS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAWK | BusinessNameControlTxt |
| Phone | 3609436341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 FOREST SHORES DRIVE NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE P BAURER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3609436341 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP A HALL CPAABVCGMA CMA | PreparerPersonNm |
| PTIN | P00025079 | PTIN |
| Phone | 3604562100 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.243.106.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 13:20:43 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 782C805C2C8F98C925E0B755A414FEA73BE38B72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,209,253 | 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 | $1,389,703 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $193,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,547,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,735,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,309 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,349 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $437 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $984 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $984 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,609,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,609,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,707,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,609,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,852,301 | CashBOYAmt |
| Cash EOY | $511,302 | CashEOYAmt |
| Cash EOYFMV | $511,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,600,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,798,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,793,960 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $118 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $118 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $6,371,508 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,540,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,903,873 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,823,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,850,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,209,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,823,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,850,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,823,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,850,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,823,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,850,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,823,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,850,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,850,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL LONG TERM COVERED TRANSACTIONS | 2016-04-21 | 2017-12-31 | $441,829 | $354,093 | $87,736 | $87,736 | |
| UBS FINANCIAL LONG TERM COVERED TRANSACTIONS | 2016-04-12 | 2017-12-31 | $1,000,000 | $1,000,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $106,108 | $106,108 | $106,108 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,844 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $571,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,587,814 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086675 | DistributionYr1Rt |
| Total Distribution | 0.086675 | TotalDistributionRt |
| Average Distribution | 0.086675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,466,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $993,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,049 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $996,941 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,609,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,209 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | DAWKINSCHARITABLETRUST@GMAIL.COM | WebsiteAddressTxt |
| Individual With Books | KATHARINE P BAUER | IndividualWithBooksNm |
| Phone | 3609436341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 FOREST SHORES DRIVE NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98502 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| J MARK BAUER | ||||||||
| 5640 FOREST SHORES DRIVE NW | OLYMPIA | WA | 98502 | TRUSTEE | 20.00 | $17,783 | $0 | $0 |
| KATHARINE P BAUER | ||||||||
| 5640 FOREST SHORES DRIVE NW | OLYMPIA | WA | 98502 | TRUSTEE | 20.00 | $17,783 | $0 | $0 |
| TOM J PETERSON | ||||||||
| 6009 BOULEVARD LOOP SE | OLYMPIA | WA | 98501 | TRUSTEE | 20.00 | $17,783 | $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 |
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 | $7,482,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,158,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,641,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,641,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,466,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,049 | TotalTaxAmt |
| Distributable Before Adj | $570,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $570,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $570,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,609,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,609,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,049 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,606,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $570,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $243,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $243,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,609,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $570,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,039,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,283,092 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,283,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $243,427 | ExcessFromYear1Amt |
| Excess From Current Year | $1,039,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE ADVENTURE MUSICAL PROGRAM | ||||||||
| 1326 5TH AVENUE STE 735 | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $35,000 | |
| BEHAVIORAL HEALTH RESOURCES FOUNDATION | ||||||||
| 3857 MARTIN WAY E | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 | |
| BOYS AND GIRLS CLUB OF THURSTON COUNTY | ||||||||
| 2424 HERITAGE CT SW STE 301 | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $61,210 | |
| CAPITOL LAND TRUST | ||||||||
| 209 4TH AVENUE E 205 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $105,000 | |
| CISPUS LEARNING CENTER | ||||||||
| 2142 CISPUS ROAD | RANDLE | WA | 98377 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $75,000 | |
| COMMUNITY YOUTH SERVICES | ||||||||
| 711 STATE AVENUE NE | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| CONCERN FOR ANIMALS | ||||||||
| 1414 STATE AVENUE NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | |
| FAMILY EDUCATION AND SUPPORT SERVICES | ||||||||
| 1202 BLACK LAKE BLVD SW B | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $30,000 | |
| GARDEN RAISED BOUNTY | ||||||||
| 2016 ELLIOTT AVENUE NW | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,389 | |
| HANDS ON CHILDREN MUSEUM | ||||||||
| 414 JEFFERSON STREET NE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $75,101 | |
| JOINT ANIMAL SERVICE | ||||||||
| 3120 MARTIN WAY E | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 | |
| NISQUALLY LAND TRUST | ||||||||
| 1420 MARVIN RD NE SUITE C PMB 243 | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $58,249 | |
| NISQUALLY REACH NATURE CENTER | ||||||||
| 4949 DMILLUHR DRIVE NE | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $40,000 | |
| NORTH COAST LAND CONSERVANCY | ||||||||
| PO BOX 67 | SEASIDE | OR | 97138 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| NW YOUTH CORPS | ||||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| OLYMPIA SCHOOL DISTRICT FOUNDATION | ||||||||
| 1113 LEGION WAY SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| PACIFIC EDUCATION FOUNDATION | ||||||||
| 724 COLUMBIA STREET NW STE 255 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | |
| PACIFIC MOUNTAIN WORKFORCE DEVELOPMENT | ||||||||
| 1570 IRVING STREET SW | TUMWATER | WA | 98512 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | |
| PACIFIC SHELLFISH INSTITUTE | ||||||||
| 120 STATE AVENUE NE 1056 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,385 | |
| PARC FOUNDATION OF THURSTON COUNTY | ||||||||
| 723 EASTSIDE STREET NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $40,000 | |
| SAFEPLACE | ||||||||
| PO BOX 2002 | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| SOUTH PUGET SOUND ESTUARY ASSOCIATION | ||||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $35,000 | |
| SOUTH PUGET SOUND HABITAT FOR HUMANITY | ||||||||
| 415 OLYMPIA AVENUE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $95,000 | |
| SOUTH PUGET SOUND SALMON ENHANCEMENT GROUP | ||||||||
| 6700 MARTIN WAY E 112 | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | |
| THURSTON COUNTY FOOD BANK | ||||||||
| 220 THURSTON AVENUE NE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $70,000 | |
| THE EVERGEEN STATE COLLEGE FOUNDATION FBO CENTER FOR SUSTAINABLE INFRASTRUC | ||||||||
| 2700 EVERGREEN PARKEWAY NW LAB I | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | 3003 |
| CONSERVATION CANINES FUND | ||||||||
| BOX 351800 | SEATTLE | WA | 981951800 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| EMMIT'S MAGIC ANIMAL RESCUE | ||||||||
| 3945 8TH AVE SE | LACEY | WA | 98503 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 | |
| GENTLE PAWS HOSPICE & SANCTUARY | ||||||||
| 48 POLSON CAMP RD | HOQUIAM | WA | 98550 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 | |
| HOOVED ANIMAL RESCUE OF THURSTON COUNTY TREASURER | ||||||||
| PO BOX 711 | OLYMPIA | WA | 98540 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $15,000 | |
| NORTH THURSTON EDUCATION FOUNDATION | ||||||||
| PO BOX 3312 | LACEY | WA | 98509 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| OLYMPIA COALITION FOR ECOSYSTEMS PRESERVATION | ||||||||
| 1007 ROGERS ST NW | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 | |
| PIZZA KLATCH | ||||||||
| 4305 LACEY BOULEVARD SE SUITE 29 | LACEY | WA | 98503 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $35,000 | |
| SOUTH OF THE SOUND COMMUNITY FARMLAND TRUST | ||||||||
| PO BOX 12118 | OLYMPIA | WA | 98508 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 | |
| CONSERVATION CONNECTION DBA SOUTH SOUND GREEN THURSTON CONSERVATION DISTRIC | ||||||||
| 2918 FERGUSON ST SW | TUMWATER | WA | 98512 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PARK SUITE 501 | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $45,000 | |
| PUERTO RICAN ASSOCIATION OF WASHINGTON STATE | ||||||||
| PO BOX 98255 | LAKEWOOD | WA | 98498 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 | |
| OLYMPIA FREE CLINIC | ||||||||
| 108 STATE AVENUE NW | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $26,544 | |
| MASON COUNTY RURAL COMMUNITY LEADERSHIP | ||||||||
| 150 SHELTON-MCMURPHY BOULEVARD | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $30,000 | SUITE 201 |
| ARBUTUS FOLK SCHOOL | ||||||||
| 120 STATE AVE NE 303 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $796 | |
| WASHINGTON ASSET BUILDING COALITION | ||||||||
| PO BOX 698 | SHELTON | WA | 98584 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,608 | |
| BALLET NORTHWEST | ||||||||
| PO BOX 2888 | OLYMPIA | WA | 985072888 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $314 | |
| BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND | ||||||||
| 3875 SOUTH 66TH STREET | TACOMA | WA | 98409 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $115 | |
| BRIDGE MUSIC PROJECT | ||||||||
| 120 STATE AVE NE 1417 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,161 | |
| CIELO PROJECT RADIO RANCH | ||||||||
| 1601 NORTH STREET SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $149 | |
| COMMUNITY LIFELINE | ||||||||
| PO BOX 698 218 N 3RD ST | SHELTON | WA | 98584 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $560 | |
| CROSSROADS HOUSING | ||||||||
| PO BOX 1777 | SHELTON | WA | 98584 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $338 | |
| EARTHBOUND PRODUCTIONS | ||||||||
| PO BOX 7192 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $691 | |
| EMERALD CITY MUSIC | ||||||||
| PO BOX 31917 | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $467 | |
| FAITH IN ACTION WEST SOUND | ||||||||
| 111 NE OLD BELFAIR HWY | BELFAIR | WA | 98528 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,864 | |
| FAMILY SUPPORT CENTER OF SOUTH SOUND | ||||||||
| PO BOX 784 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $2,037 | |
| FIRE MOUNTAIN ARTS COUNCIL | ||||||||
| PO BOX 781 | MORTON | WA | 98356 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $188 | |
| WASHINGTON FIRST ROBOTICS | ||||||||
| 21238 68TH AVE S | KENT | WA | 98032 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,574 | |
| GROWING PLACES FARM& ENERGY PARK | ||||||||
| PO BOX 672 | CENTRALIA | WA | 98531 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $118 | |
| HARLEQUIN PRODUCTIONS | ||||||||
| 202 4TH AVE E | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $377 | |
| HEALTH AND HOPE MEDICAL OUTREACH | ||||||||
| PO BOX 986 | CENTRALIA | WA | 98531 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,014 | |
| HISPANIC ROUNDTABLE OF SOUTH SOUND | ||||||||
| PO BOX 6368 | OLYMPIA | WA | 985076368 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $105 | |
| HOMES FIRST | ||||||||
| 5203 LACEY BLVD SE STE A | LACEY | WA | 985037236 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $864 | |
| HOOD CANAL SALMON ENHANCEMENT GROUP | ||||||||
| PO BOX 2169 | BELFAIR | WA | 98528 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $379 | |
| HUMANE SOCIETY OF MASON COUNTY | ||||||||
| PO BOX 168 | BELFAIR | WA | 98528 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $311 | |
| MERCY HOUSING NETWORK | ||||||||
| 6930 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $68 | |
| NAMI THURSTON MASON | ||||||||
| 4305 LACEY BLVD 28 | LACEY | WA | 98503 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $487 | |
| NORTH MASON RESOURCES | ||||||||
| PO BOX 2052 | BELFAR | WA | 98528 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $85 | |
| OLYMPIA SYMPHONY ORCHESTRA | ||||||||
| 3400 CAPITOL BOULEVARD SOUTH SUITE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 | 203 |
| PANZA | ||||||||
| 3350 MOTTMAN RD SW | OLYMPIA | WA | 98512 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,735 | |
| PARENT TO PARENT SUPPORT PROGRAM | ||||||||
| 1012 HOMANN DRIVE SE | LACEY | WA | 98503 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,014 | |
| PIERCE COUNTY AIDS FOUNDATION | ||||||||
| 2101 4TH AVE E 103 | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $96 | |
| PROVIDENCE ST PETER FOUNDATION | ||||||||
| 413 LILLY ROAD NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,217 | |
| ROCHESTER ORGANIZATION OF FAMILIES | ||||||||
| PO BOX 312 | ROCHESTER | WA | 98579 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $693 | |
| SENIOR SERVICES FOR SOUTH SOUND | ||||||||
| 222 COLUMBIA ST NW | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,079 | |
| SOUND LEARNING | ||||||||
| PO BOX 2529 | SHELTON | WA | 98584 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $511 | |
| PUGET SOUND ESTUARIUM | ||||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $271 | |
| SOUTH SOUND READING FOUNDATION | ||||||||
| 305 COLLEGE STREET | LACEY | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $429 | |
| STONEWALL YOUTH | ||||||||
| PO BOX 7383 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $135 | |
| STUDENT ORCHESTRAS OF GREATER OLYMPIA | ||||||||
| 1629 22ND AVE SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $336 | |
| THE MOCKINGBIRD SOCIETY | ||||||||
| 2100 24TH AVE S | SEATTLE | WA | 98144 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $524 | |
| THURSTON COUNTY CHAMBER FOUNDATION | ||||||||
| 809 LEGION WAY SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $68 | |
| TOGETHER | ||||||||
| 1520 IRVING STREET SE | TUMWATER | WA | 98512 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,219 | |
| TURNING POINTE SURVIVOR ADVOCACY CENTER | ||||||||
| PO BOX 2014 | SHELTON | WA | 98584 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $1,758 | |
| WASHINGTON CENTER FOR THE PERFORMING ARTS | ||||||||
| 512 WASHINGTON ST SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $490 | |
| YWCA OF OLYMPIA | ||||||||
| 220 UNION AVE SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $837 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,609,960 | 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 | $23,276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,736 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,736 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,309 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME FROM INVESTMENTS IS DISTRIBUTED TO COMMUNITY ORGANIZATIONS. |
| 4 | INCOME FROM INVESTMENTS IS DISTRIBUTED TO COMMUNITY ORGANIZATIONS. |
| 8 | INCOME FROM INVESTMENTS IS DISTRIBUTED TO COMMUNITY ORGANIZATIONS. |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN C DAWKINS ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 FOREST SHORES DRIVE | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,389,703 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WISDOMTREEE SMALL CAP | AT COST | $298,490 | $357,025 |
| AMERICAN FUNDS EUROPACIFIC | AT COST | $944,551 | $1,117,443 |
| AMERICAN FUNDS NEW PERSPECTIVE | AT COST | $663,380 | $776,352 |
| VANGUARD 500 INDEX | AT COST | $977,770 | $1,214,630 |
| VANGUARD TOTAL STOCK | AT COST | $1,881,581 | $2,347,524 |
| VANGUARD MID-CAP INDEX | AT COST | $613,743 | $749,320 |
| VANGUARD SMALL CAP INDEX | AT COST | $307,304 | $381,327 |
| VANGUARD DIVIDEND GROWTH | AT COST | $854,092 | $960,252 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $437 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $34,167 | $34,167 | $0 |
| OFFICE SUPPLIES | $462 | $462 | $0 |
| LICENSE | $25 | $25 | $0 |
| FEDERAL EXCISE TAXES PAID | $3,713 | $3,713 | $0 |
| CONTRACT SERVICES | $1,047 | $1,047 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN C DAWKINS SURVIVOR'S TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5640 FOREST SHORES DRIVE NW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98502 | ZIPCd |
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