PETERS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FAMILY FOUNDATION (EIN 91-6505643)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-21
- IRS object ID
- 201722339349100417
- Schema version
- 2016v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-21T15:14:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 916505643 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WITHUMSMITHBROWN PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL P PETERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2017-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND RUSSOLILLO CPA | PreparerPersonNm |
| PTIN | P00234111 | PTIN |
| Phone | 2127519100 | PhoneNum |
| Preparation | 2017-07-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.46.120.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220172335000161 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 151D2E747FEAF1D57DDB18E70EF3213821DAD61B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 057E8059E1F024E13DA9511449EC0523B9CAFC6F | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,006,980 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,928 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,012 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,216 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,399 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,850 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $986,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,066,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,398,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $461,567 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $475,567 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $460,472 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $655 | OtherAssetsBOYAmt |
| Other Assets EOY | $651 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $651 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,656,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,690,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,006,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,656,901 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,690,154 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,656,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,656,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,690,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,656,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,253 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,690,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,690,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| EVERCORE ST - SEE ATTACHED | 2016-12-31 | $133,644 | $148,833 | -$15,189 | -$15,189 | |
| EVERCORE LT - SEE ATTACHED | 2016-12-31 | $328,000 | $260,081 | $67,919 | $67,919 | |
| CAPITAL GAIN DIVIDENDS | $6,282 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,012 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,037,098 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,021,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,868,434 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,772,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061026 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,292 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,824,784 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073593 | DistributionYr5Rt |
| Total Distribution | 0.24107 | TotalDistributionRt |
| Average Distribution | 0.048214 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,929,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,024 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,819 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,590 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,590 | SubtotalAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,660 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,660 | TotalPaymentsAndCreditsAmt |
| Overpayment | $70 | OverpaymentAmt |
| Applied To ES Tax | $70 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL P PETERS | ||||||||
| C/O WITHUMSMITHBROWN | NEW YORK | NY | 10018 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| JANICE C PETERS | ||||||||
| C/O WITHUMSMITHBROWN | NEW YORK | NY | 10018 | TRUSTEE | 5.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,849,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $653 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,958,772 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,958,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,929,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,590 | TotalTaxAmt |
| Distributable Before Adj | $94,880 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,880 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $46,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,192 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,890 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $65,082 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $46,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,630 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,630 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,452 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,452 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL P PETERS | ContributingManagerNm |
| Contributing Manager | JANICE C PETERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VIRGINIA MASON FOUNDATION | |||||||
| SUITE 105 1218 TERRY AVE | SEATTLE | WA | 98101 | N/A | PC | UNRESTRICTED | $20,000 |
| HANDICAPPED DEVELOPMENT CENTER | |||||||
| 3402 HICKORY GROVE RD | DAVENPORT | IA | 52806 | N/A | PC | UNRESTRICTED | $25,000 |
| FRIENDS OF THE POOR | |||||||
| 2300 ADAMS AVENUE | SCRANTAN | PA | 18509 | N/A | PC | UNRESTRICTED | $1,000 |
| FRED HUTCHOBLITERIDE | |||||||
| 1100 FAIRVIEW AVE N JJ5-200 | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,928 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,940 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $475,567 | EOYBookValueAmt |
| EOYFMV | $460,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,066,086 | EOYBookValueAmt |
| EOYFMV | $1,398,007 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL DISTRIB. RECEIVABLE | Desc |
| BOY Book Value | $655 | BOYBookValueAmt |
| EOY Book Value | $651 | EOYBookValueAmt |
| EOYFMV | $651 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENEWAL FEE | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE & EXECUTOR FEE | CategoryTxt |
| Amt | $13,216 | Amt |
| Net Investment Income | $13,216 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $41 | Amt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
Comments