DAWKINS CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DAWKINS CHARITABLE TRUST (EIN 47-7442783)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-31
- IRS object ID
- 201701519349100320
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-31T16:01:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 COURT 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 | 2016-01-01 | 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 | 2017-05-22 | 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 | 2017-05-22 | 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 | 2017-05-22 | IPDt |
| IP Tm | 09:25:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39E94966AB38E0ED3FEBDD925B11F82A20B25EB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 64C472512E309DCB9B65E4EC8E132184B3366C84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,035,920 | 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 | $10,305,759 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,835 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,204 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,413,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,039 | 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 | $1,858 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,823,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,852,301 | CashEOYAmt |
| Cash EOYFMV | $1,852,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,600,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,600,040 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,371,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,583,579 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,823,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,035,920 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,823,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,823,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,823,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,823,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,823,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,823,809 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,818 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,713 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,713 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $1,840 | OverpaymentAmt |
| Applied To ES Tax | $1,840 | 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 | 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 | $0 | $0 | $0 |
| KATHARINE P BAUER | ||||||||
| 5640 FOREST SHORES DRIVE NW | OLYMPIA | WA | 98502 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| TOM J PETERSON | ||||||||
| 6009 BOULEVARD LOOP SE | OLYMPIA | WA | 98501 | TRUSTEE | 20.00 | $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 | $2,736,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,951,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,688,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,688,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,587,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,818 | TotalTaxAmt |
| Distributable Before Adj | $327,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $327,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $327,573 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $571,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $327,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $243,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,427 | 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 | $243,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $243,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE ADVENTURE MUSICAL PROGRAM | |||||||
| 1326 5TH AVENUE STE 735 | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $15,000 |
| BEHAVIORAL HEALTH RESOURCES FOUNDATION | |||||||
| 3857 MARTIN WAY E | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 |
| BENNINGTON BANNER WARM THE CHILDREN | |||||||
| 425 MAIN STREET | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| BENNINGTON CHILDREN'S CHORUS | |||||||
| PO BOX 335 | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $2,000 |
| BENNINGTON COUNTY MEALS ON WHEELS | |||||||
| 124 PLEASANT STREET | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF THURSTON COUNTY | |||||||
| 2424 HERITAGE CT SW STE 301 | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $30,000 |
| CAPITOL LAND TRUST | |||||||
| 209 4TH AVENUE E 205 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 |
| CISPUS LEARNING CENTER | |||||||
| 2142 CISPUS ROAD | RANDLE | WA | 98377 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| COMMUNITY YOUTH SERVICES | |||||||
| 711 STATE AVENUE NE | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $30,000 |
| CONCERN FOR ANIMALS | |||||||
| 1414 STATE AVENUE NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 |
| FAMILY EDUCATION AND SUPPORT SERVICES | |||||||
| 1202 BLACK LAKE BLVD SW B | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| GARDEN RAISED BOUNTY | |||||||
| 2016 ELLIOTT AVENUE NW | OLYMPIA | WA | 98502 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES | |||||||
| PO BOX 702 | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| HANDS ON CHILDREN MUSEUM | |||||||
| 414 JEFFERSON STREET NE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 |
| JOINT ANIMAL SERVICE | |||||||
| 3120 MARTIN WAY E | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 |
| NEW YORK WOMEN'S FOUNDATION | |||||||
| 39 BROADWAY 23 | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| NISQUALLY LAND TRUST | |||||||
| 100 BROWN FARM ROAD NE | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| NISQUALLY REACH NATURE CENTER | |||||||
| 4949 DMILLUHR DRIVE NE | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $15,000 |
| NORTH COAST LAND CONSERVANCY | |||||||
| PO BOX 67 | SEASIDE | OR | 97138 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 |
| NW YOUTH CORPS | |||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| OLYMPIA SCHOOL DISTRICT FOUNDATION | |||||||
| 1113 LEGION WAY SE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| PACIFIC EDUCATION FOUNDATION | |||||||
| 724 COLUMBIA STREET NW STE 255 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 |
| PACIFIC MOUNTAIN WORKFORCE DEVELOPMENT | |||||||
| 1570 IRVING STREET SW | TUMWATER | WA | 98512 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $4,000 |
| PACIFIC SHELLFISH INSTITUTE | |||||||
| 120 STATE AVENUE NE 1056 | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| PARC FOUNDATION OF THURSTON COUNTY | |||||||
| 723 EASTSIDE STREET NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $10,000 |
| SAFEPLACE | |||||||
| PO BOX 2002 | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $25,000 |
| SOUTH PUGET SOUND ESTUARY ASSOCIATION | |||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $20,000 |
| SOUTH PUGET SOUND HABITAT FOR HUMANITY | |||||||
| 415 OLYMPIA AVENUE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 |
| SOUTH PUGET SOUND SALMON ENHANCEMENT GROUP | |||||||
| 6700 MARTIN WAY E 112 | OLYMPIA | WA | 98516 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| SUNRISE FAMILY RESOURCE CENTER | |||||||
| 244 UNION STREET | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $5,000 |
| THURSTON COUNTY FOOD BANK | |||||||
| 220 THURSTON AVENUE NE | OLYMPIA | WA | 98501 | N/A | PUBLIC CHARITY | COMMUNITY SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,000 | 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 | $7,835 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,039 | 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 |
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' SURVIVOR'S TRUST | 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 | $10,305,759 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $314,776 | $358,177 |
| AMERICAN FUNDS EUROPACIFIC | AT COST | $640,505 | $627,481 |
| AMERICAN FUNS NEW PERSPECTIVE | AT COST | $656,231 | $635,478 |
| VANGUARD 500 INDEX | AT COST | $1,009,109 | $1,053,996 |
| VANGUARD TOTAL STOCK | AT COST | $1,943,489 | $2,047,458 |
| VANGUARD MID-CAP INDEX | AT COST | $636,878 | $664,025 |
| VANGUARD SMALL CAP INDEX | AT COST | $318,584 | $346,712 |
| VANGUARD DIVIDEND GROWTH | AT COST | $851,936 | $850,252 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,858 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $17,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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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