PAULUS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAULUS FAMILY FOUNDATION (EIN 20-0351925)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202543079349100404
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T06:20:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930928924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200351925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 8583826867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 FREEWAY DRIVE B | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98273 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW E BELDIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8583826867 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSS LOCKWOOD | PreparerPersonNm |
| PTIN | P01374434 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,250,955 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,317,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $370,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,474 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,856 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $618 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,012 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,345,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,345,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,404,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,348,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,034,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,255 | CashBOYAmt |
| Cash EOY | $1,255 | CashEOYAmt |
| Cash EOYFMV | $1,255 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $558,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,667 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,647,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,738,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,738,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,421,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,274,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,274,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,628,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,250,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,250,955 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,628,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,250,955 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,628,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,250,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,628,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,250,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,628,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,034,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $696,183 | OtherIncreasesAmt |
| Subtotal | $7,290,514 | SubtotalAmt |
| Other Decreases | $39,559 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,250,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $487,088 | $256,424 | $230,664 | $230,664 |
| PUBLICLY TRADED SECURITIES - SHORT TERM | $830,892 | $760,439 | $70,453 | $70,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,607 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,607 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $236 | OverpaymentAmt |
| Applied To ES Tax | $236 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8583826867 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 FREEWAY DRIVE B | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98273 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| C MICHELLE PAULUS | ||||||||
| 7969 SENTINEL | SAN DIEGO | CA | 92127 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW E BELDIN | ||||||||
| 721 SW 68TH TERRACE | PORTLAND | OR | 97225 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANA SOPHIA AUGUSTENBORG | ||||||||
| 14162 HALF MOON BAY DRIVE | DEL MAR | CA | 92014 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LIA G BELDIN | ||||||||
| 14255 PINEWOOD DRIVE | DEL MAR | CA | 92014 | SECRETARY | 1.00 | $0 | $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 | $5,156,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,267,422 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,653,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,653,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,553,941 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,371 | TotalTaxAmt |
| Distributable Before Adj | $323,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,348,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,348,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $374,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $620,097 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $639,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,006,573 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $939,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,580,525 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,348,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,025,392 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,605,917 | 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 | $374,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,231,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $620,097 | ExcessFromYear4Amt |
| Excess From Year3 | $639,981 | ExcessFromYear3Amt |
| Excess From Year2 | $1,006,573 | ExcessFromYear2Amt |
| Excess From Year1 | $939,337 | ExcessFromYear1Amt |
| Excess From Current Year | $1,025,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SKAGIT COMMUNITY FOUNDATION | |||||||
| 1204 CLEVELAND AVE | MOUNT VERNON | WA | 98273 | N/A | PC | PROMOTE PHILANTHROPY AND POSITIVE CHANGE IN THE COMMUNITY | $250,000 |
| SAN DIEGO CANYONLANDS INC | |||||||
| 5106 FEDERAL BLVD 205 | SAN DIEGO | CA | 92105 | N/A | PC | PROTECTION AND RESTORATION OF NATURAL CANYONS HABITAT | $150,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE 0940 | LA JOLLA | CA | 92093 | N/A | PC | GENERAL SUPPORT FOR THE CENTER FOR ACADEMIC RESEARCH AND TRAINING IN ANTHROPOGENY (CARTA) | $125,000 |
| ANGEL FLIGHT WEST | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 90405 | N/A | PC | DELIVER HEALTH AND HOPE USING DONATED FLIGHTS TO SERVE THOSE WITH HEALTHCARE OR OTHER COMPELLING HUMAN NEEDS | $100,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | PC | PROVIDE A "HOME-AWAY-FROM-HOME" FOR FAMILIES WITH CHILDREN BEING TREATED FOR SERIOUS, OFTEN LIFE-THREATENING CONDITIONS AT LOCAL HOSPITALS | $100,000 |
| WILD SALMON CENTER | |||||||
| 2001 NW 19TH AVE SUITE 200 | PORTLAND | OR | 97209 | N/A | PC | PROTECT AND RESTORE POPULATIONS OF SALMON AND STEELHEAD IN THE COLUMBIA AND SNAKE RIVER BASIN AND THE MARINE WATERS OF THE PACIFIC NORTHWEST | $100,000 |
| TROUT UNLIMITED INC | |||||||
| 1777 NORTH KENT STREET 100 | ARLINGTON | VA | 22209 | N/A | PC | CONSERVE, PROTECT AND RESTORE NORTH AMERICA'S COLDWATER FISHERIES AND THEIR WATERSHEDS | $100,000 |
| THE STRONGHOLD FUND | |||||||
| 721 NW 9TH AVENUE 300 | PORTLAND | OR | 97209 | N/A | PC | SUPPORT ONGOING CONSERVATION WORK OF WILD SALMON ECOSYSTEMS THROUGHOUT THE PACIFIC RIM | $100,000 |
| WILD SALMON RIVER EXPEDITIONS (THE CONSERVATION ANGLER) | |||||||
| 16430 72ND AVENUE W | EDMONDS | WA | 98026 | N/A | PC | FIGHTING FOR THE PROTECTION OF WILD PACIFIC ANADROMOUS FISH POPULATIONS | $100,000 |
| BOYS AND GIRLS CLUBS OF SKAGIT COUNTY | |||||||
| 3302 CEDARDALE ROAD A-100 | MOUNT VERNON | WA | 98274 | N/A | PC | ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING AND RESPONSIBLE CITIZENS | $75,000 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | N/A | PC | EDUCATE THE PUBLIC ON CARE AND TRAINING OF ANIMALS, OPERATE PET ADOPTION PROGRAMS AND VETERINARY HOSPITAL | $50,000 |
| THRIVE ANIMAL RESCUE INC | |||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | N/A | PC | RESCUE FAMILY-FRIENDLY DOGS FROM ABANDONMENT AND SHELTERS AND PLACE THEM IN LOVING FOREVER HOMES | $50,000 |
| KIDS CHANCE OF OREGON INC | |||||||
| PO BOX 1728 | LAKE OSWEGO | OR | 97035 | N/A | PC | PROVIDE FINANCIAL SUPPORT TO FURTHER THE EDUCATION OF THE CHILDREN OF OREGON WORKERS WHO HAVE BEEN SEVERELY DISABLED OR KILLED AS A RESULT OF WORK RELATED INJURIES OR OCCUPATIONAL DISEASES | $25,000 |
| THE AOPA FOUNDATION INC | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | N/A | PC | PROMOTE, ADVANCE AND ENCOURAGE AVIATION AND AIRPORT SAFETY AND SECURITY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,345,000 | 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 | $218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $370,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,400 | Amt |
| Net Investment Income | $9,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SILICOR MATERIALS INC | $42,034 | $42,034 |
| 1150818 BC LTD | $92,933 | $92,933 |
| EQUICARE HEALTH INC | $264,905 | $264,905 |
| TERASPAN NETWORKS INC | $10,000 | $10,000 |
| US ENCODE CORPORATION | $909,957 | $909,957 |
| UBS 5719 - AXOS FINL INC | $419,100 | $419,100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| YALETOWN VENTURES | AT COST | $185,515 | $185,515 |
| UBS 7217 - ETF INVESTMENTS | FMV | $5,088,589 | $5,088,589 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,474 | LegalFeesAmt |
| Net Investment Income | $1,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $618 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VINTAGE III LP - BASIS ADJUSTMENT | Desc |
| Amt | $39,559 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PORTFOLIO DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $13,012 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $696,183 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $31,434 | Amt |
| Net Investment Income | $31,434 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |