BETA

MARKS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MARKS FAMILY FOUNDATION (EIN 46-1352263)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201701319349101845
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-11T13:27:51-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581107697PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEROTTA MADDOCKS EVANS & CO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREENE STREET SUITE 200AddressLine1Txt
CityAUGUSTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461352263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARKS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone2069569471PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE NO 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN J MARKSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2069569471PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAM J SEROTTAPreparerPersonNm
PTINP00011386PTIN
Phone7067225337PhoneNum
Preparation2017-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.193.241.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm14:42:31IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device Id7E58BA9F6B252556BA4AB37310545F0EF2AAA7A0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,133,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$894,725ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$186,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$186,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,751NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,715,923GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,751CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,102,974TotalRevAndExpnssAmt
Total Net Invst Incm$208,249TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$65,064OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,064OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$3,292InterestRevAndExpnssAmt
Interest Net Invst Incm$3,292InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,772TaxesRevAndExpnssAmt
Taxes Net Invst Incm$907TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,010OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$125,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,998TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$482,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$482,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$608,613TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,998TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$482,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$494,361ExcessRevenueOverExpensesAmt
Net Investment Income$135,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$703,723SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$821,187SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$821,187SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,965,931CorporateStockBOYAmt
Corporate Stock EOY$9,342,828CorporateStockEOYAmt
Corporate Stock EOYFMV$9,775,873CorporateStockEOYFMVAmt
Other Assets BOY$406,092OtherAssetsBOYAmt
Other Assets EOY$406,092OtherAssetsEOYAmt
Other Assets EOYFMV$536,864OtherAssetsEOYFMVAmt
Total Assets BOY$10,075,746TotalAssetsBOYAmt
Total Assets EOY$10,570,107TotalAssetsEOYAmt
Total Assets EOYFMV$11,133,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,075,746RetainedEarningBOYAmt
Retained Earning EOY$10,570,107RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,075,746TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,570,107TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,075,746TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,570,107TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,075,746TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$494,361ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,570,107SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,570,107TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,715,923GrossSalesPriceAmt
Cost Or Other Basis$2,694,172CostOrOtherBasisAmt
Gain Or Loss$21,751GainOrLossAmt
Gains Minus Excess Or Losses$21,751GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,751CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$492,710AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,999,244NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049275DistributionYr1Rt
Adjusted Qlfy Distri Yr2$512,480AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,063,244NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050926DistributionYr2Rt
Adjusted Qlfy Distri Yr3$335,003AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,960,827NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033632DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,457,861NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.133833TotalDistributionRt
Average Distribution0.033458AverageDistributionRt
Net Vl Noncharitable Assets$10,445,762NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$349,494AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,353NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$350,847AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$482,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,353InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,353SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,353TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,800TotalPaymentsAndCreditsAmt
Overpayment$3,447OverpaymentAmt
Applied To ES Tax$3,447AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIAN J MARKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2069569471PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRIAN J MARKSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,370,902AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$762,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$471,478FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,604,835TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,604,835AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$159,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,445,762NetVlNoncharitableAssetsAmt
Minimum Investment Return$522,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$522,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,353TaxBasedOnInvestmentIncomeAmt
Total Tax$1,353TotalTaxAmt
Distributable Before Adj$520,935DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$520,935DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$520,935DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$482,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$482,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,353PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$481,397AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$520,935DistributableAsAdjustedAmt
Undistributed Income PY$138,288UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$482,750QualifyingDistributionsAmt
Applied To Year1$138,288AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$344,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$176,473UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN J MARKSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUGUSTA JEWISH COMMUNITY CENTER
898 WEINBERGER WAYEVANSGA30809NONEPCRELIGIOUS$10,000
BOYS & GIRLS CLUB OF THE CSRA
206 MILLEDGE RDAUGUSTAGA30904NONEPCCOMMUNITY SUPPORT$10,000
CLASSICAL 981
10 HARRISON STREET SUITE 100SEATTLEWA98109NONEPCCULTURAL$3,500
PILCHUCK GLASS SCHOOL
1201 316TH STREET NWSTANWOODWA98282NONEPCEDUCATIONAL$31,750
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON ST 107SEATTLEWA98109NONEPCCOMMUNITY SUPPORT$2,500
RONALD MCDONALD HOUSE OF AUGUSTA
P O BOX 14189AUGUSTAGA30919NONEPCCOMMUNITY SUPPORT$5,000
SEATTLE OPERA
1020 JOHN STREETSEATTLEWA98109NONEPCCULTURAL$275,000
SEATTLE SYMPHONY
P O BOX 21906SEATTLEWA981113669NONEPCCULTURAL$125,000
UNITED WAY
1765 BROAD STAUGUSTAGA30904NONEPCCOMMUNITY SUPPORT$10,000
UNIVERSITY HEALHCARE FOUNDATION
2100 CENTRAL AVE D1AUGUSTAGA30904NONEPCHEALTHCARE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$482,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$186,498ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,751ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$208,249ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$208,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIAN J MARKSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$894,725TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$894,725FairMarketValueAmt
Received2016-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND ACCOUNTINGCategoryTxt
Amt$3,725Amt
Net Investment Income$3,725NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$9,342,828EOYBookValueAmt
EOYFMV$9,775,873EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICYDesc
BOY Book Value$406,092BOYBookValueAmt
EOY Book Value$406,092EOYBookValueAmt
EOYFMV$536,864EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE POLICY PREMIUMS$50,000$0$0
LICENSE FEE$10$10$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$65,064Amt
Net Investment Income$65,064NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$907$907$0
US TREASURY$2,865$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.