TOM AND MEG NAMES FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND MEG NAMES FAMILY FOUNDATION (EIN 47-4742634)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349103907
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:33:19-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HODDER & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3518 6TH AVE STE 201 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 984065419 | 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 | 474742634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom and Meg Names Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 2535667000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 Regents Blvd Suite 201 | AddressLine1Txt |
| City | Fircrest | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erin E Shagren | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John R Hodder | PreparerPersonNm |
| PTIN | P00195564 | PTIN |
| Phone | 2532849900 | PhoneNum |
| 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 | $14,514,138 | 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 | $15,676,185 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $117 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,895 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $15,682,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,012 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,012 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,063 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,063 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,063 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,342,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $949 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3,704,046 | CashEOYAmt |
| Cash EOYFMV | $3,704,046 | CashEOYFMVAmt |
| US Government Obligations EOY | $531,254 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $527,587 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $10,758,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,932,599 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $220,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,636 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $117,889 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,784 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $10,487 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,486 | OtherAssetsEOYFMVAmt |
| Total Assets EOY | $15,342,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,514,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $15,342,134 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,342,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,342,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $15,342,134 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,342,134 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,342,134 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19 | SubtotalAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $40 | AppliedToEsTaxAmt |
| Total Payments And Credits | $40 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21 | OverpaymentAmt |
| Applied To ES Tax | $21 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Erin Shagren | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2535667000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 Regents Blvd Suite 201 | AddressLine1Txt |
| City | Fircrest | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Erin E Shagren | ||||||
| 925 N Sunset Dr | Tacoma | WA | 98406 | President | 0.00 | $0 |
| Monica L Names-King | ||||||
| 5215 76th Ave Ct W | University Place | WA | 98467 | Sec/Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,125,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,176,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,302,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,302,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,207,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19 | TotalTaxAmt |
| Distributable Before Adj | $310,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $310,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $310,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $335,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $335,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,368 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $335,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,632 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,632 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Erin E Shagren | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 Regents Blvd Suite 201 | AddressLine1Txt |
| City | Fircrest | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2535667000 | RecipientPhoneNum |
| Form And Info And Materials | Standard grant application including nature of organization, charitable functions, use to which grant proceeds will be applied, current financial statements of the organization, list of officers and directors or trustees, and copy of IRS notice of exempt status. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 31st | SubmissionDeadlinesTxt |
| Restrictions On Awards | The foundation generally restricts its grants to assisting in the funding of sports, fitness, health and historical preservation related activities or capital projects. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mary Bridge Childrens Foundation | |||||||
| PO Box 5296 | Tacoma | WA | 98415 | None | PC | General support | $45,000 |
| Salvation Army | |||||||
| PO Box 9219 | Seattle | WA | 98109 | None | PC | General support | $5,000 |
| Young Life of Greater Tacoma | |||||||
| 506 W Pioneer | Puyallup | WA | 98371 | None | PC | General support | $10,000 |
| Families Unlimited Network | |||||||
| PO Box 65672 | University Place | WA | 98464 | None | PC | General support | $20,000 |
| University of Puget Sound | |||||||
| 1500 N Warner St 1085 | Tacoma | WA | 98416 | None | PC | General support | $15,000 |
| University of WA Athletics | |||||||
| PO Box 354070 | Seattle | WA | 98416 | None | PC | General support | $10,000 |
| WA State University Athletics | |||||||
| PO Box 641602 | Pullman | WA | 99164 | None | PC | General support | $10,000 |
| Great Metro Parks Foundation | |||||||
| 4702 S 19th St | Tacoma | WA | 98405 | None | PC | General support | $50,000 |
| Multicare Health Foundation | |||||||
| PO Box 5296 | Tacoma | WA | 98415 | None | PC | General support | $10,000 |
| University Place Presbyterian Churc | |||||||
| 8101 27th Street W | University Place | WA | 98466 | None | PC | General support | $50,000 |
| American Heart Association | |||||||
| 1142 Broadway Ste 120 | Tacoma | WA | 98405 | None | PC | General support | $10,000 |
| Multicare Health Foundation | |||||||
| PO Box 5296 | Tacoma | WA | 98415 | None | PC | General support | $50,000 |
| YMCA of Pierce Kitsap Counties | |||||||
| 4717 S 19th St Suite 201 | Tacoma | WA | 98405 | None | PC | General support | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $117 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,895 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,012 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,012 | 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 |
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 Person | Estate of Anna M Names | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 N Sunset Dr | AddressLine1Txt |
| City | Tacoma | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,784,603 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Marketable securities | NoncashPropertyDesc |
| Fair Market Value | $7,206,982 | FairMarketValueAmt |
| Received | 2016-10-06 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $220,024 | EOYBookValueAmt |
| EOYFMV | $219,636 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $10,758,434 | EOYBookValueAmt |
| EOYFMV | $9,932,599 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $531,254 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $527,587 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exchange traded funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $117,889 | BookValueAmt |
| EOYFMV | $119,784 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Accrued interest receivable | $10,486 | $10,486 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $5,063 | Amt |
| Net Investment Income | $5,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,063 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Anna M Names | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 Regents Blvd Suite 201 | AddressLine1Txt |
| City | Fircrest | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
Comments