DICKEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DICKEY FOUNDATION (EIN 91-1961319)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349102537
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:16:46-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911056739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINE DAHLEN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 188TH STREET SW STE 322 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98037 | 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 | 911961319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKEY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 2063282768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 18TH AVE EAST NO 101 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GOODFELLOW | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2063282768 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT B MINNIG CPA | PreparerPersonNm |
| PTIN | P00112926 | PTIN |
| Phone | 4257716055 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.64.52.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 15:44:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 933D6E97EA24A7B5050689E0C630CCBA222074B5 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,408 | 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 | $100,132 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,222 | 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 |
| Accounting Fees Rev And Expnss | $1,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,143 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $291 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $291 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,041 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,963 | CashBOYAmt |
| Cash EOY | $28,368 | CashEOYAmt |
| Cash EOYFMV | $28,368 | CashEOYFMVAmt |
| Corporate Stock BOY | $104,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,444 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,509 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,372 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $149,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $149,957 | UnrestrictedBOYAmt |
| Unrestricted EOY | $147,992 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $149,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $149,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,907 | SubtotalAmt |
| Other Decreases | $915 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $132,453 | GrossSalesPriceAmt |
| Cost Or Other Basis | $74,428 | CostOrOtherBasisAmt |
| Gain Or Loss | $58,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $58,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $149,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.538486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $166,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.496006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $193,705 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.552515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $230,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.157197 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $265,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142394 | DistributionYr5Rt |
| Total Distribution | 1.886598 | TotalDistributionRt |
| Average Distribution | 0.377320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $148,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $609 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,719 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,501 | 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 | $609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $716 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $716 | TotalPaymentsAndCreditsAmt |
| Overpayment | $107 | OverpaymentAmt |
| Applied To ES Tax | $107 | 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 |
| Individual With Books | BARBARA PETERSON | IndividualWithBooksNm |
| Phone | 2063282768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 13TH AVE EAST 101 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| BARBARA PETERSON | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | PRESIDENT, SEC-TREAS | 2.00 | $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 | $148,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $609 | TotalTaxAmt |
| Distributable Before Adj | $6,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $609 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,947 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,290 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $298,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $396,995 | 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 | $25,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,947 | ExcessFromYear4Amt |
| Excess From Year3 | $98,290 | ExcessFromYear3Amt |
| Excess From Year2 | $75,774 | ExcessFromYear2Amt |
| Excess From Year1 | $74,135 | ExcessFromYear1Amt |
| Excess From Current Year | $98,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN GOODFELLOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PCC FARMLAND TRUST | |||||||
| 909 NE 43RD SUITE 208 | SEATTLE | WA | 98105 | NONE | 501(C)(3) | FARMLAND PRESERVATION | $33,333 |
| SATHI NEPAL | |||||||
| 207 B SOUTH TRAIL | STRATFORD | CT | 06614 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $11,000 |
| SEATTLE LIBRARY FOUNDATION | |||||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| SEATTLE LUTHERAN HIGH SCHOOL | |||||||
| 4100 SW GENESEE STREET | SEATTLE | WA | 98116 | NONE | 501(C)(3) | EDUCATION | $25,000 |
| THE AWARENESS SOCIETY WILDERNESS AWARENESS SCHOOL | |||||||
| PO BOX 219 PMB 137 | DUVALL | WA | 98019 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $5,000 |
| ENVIRONMENT WASHINGTON RESEARCH & POLICY CENTER | |||||||
| 1402 3RD AVE STE 618 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,197 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,687 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | |||||||
| 1 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $5,040 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 2 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $25,303 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 3 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $14,413 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 4 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $14,413 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 5 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $17,460 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 6 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $23,503 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 55 SHS AMERICAN TOWER CORP | $5,040 | 2016-02-29 |
| 2 | 150 SHS ROPER TECHNOLOGIES | $25,303 | 2016-02-29 |
| 3 | 20 SHS AMAZON COM INC | $14,413 | 2016-06-09 |
| 4 | 20 SHS AMAZON COM INC | $14,413 | 2016-06-09 |
| 5 | 150 SHS JOHNSON & JOHNSONS | $17,460 | 2016-06-09 |
| 6 | 125 SHS FEDEX CORP | $23,503 | 2016-11-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,143 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,143 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $15,509 | EOYBookValueAmt |
| EOYFMV | $15,372 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $104,115 | EOYBookValueAmt |
| EOYFMV | $112,668 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $915 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $25 | $0 | $25 |
| ADVISOR FEES | $1,041 | $1,041 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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