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FINNINSULA FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FINNINSULA FOUNDATION INC (EIN 06-1560044)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-08-25
- IRS object ID
- 201732379349100608
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-25T13:23:43-07:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE BIGGS ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6206 LIDO CT SW | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061560044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FINNINSULA FOUNDATION INC CO THOMAS P SPELLANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINN | BusinessNameControlTxt |
| Phone | 2036229360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 BROOKSIDE DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK W FINN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036229360 | PhoneNum |
| Signature | 2017-08-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARLENE BIGGS | PreparerPersonNm |
| Phone | 3603579578 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.35.224.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-25 | IPDt |
| IP Tm | 13:23:33 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97CB7D35B1FF0C6BE38E3E7DFDE08BC319E8DD8D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 97CB7D35B1FF0C6BE38E3E7DFDE08BC319E8DD8D | 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 | $541,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $671,609 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,561 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,419 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $66,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,259 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,419 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $13,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $754 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $754 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,164 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,164 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $732 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,692 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,692 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,419 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,840 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $487,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $501,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $501,818 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $537,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $541,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $537,684 | UnrestrictedBOYAmt |
| Unrestricted EOY | $541,658 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $537,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $541,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $537,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $541,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $537,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,681 | ExcessRevenueOverExpensesAmt |
| Subtotal | $551,365 | SubtotalAmt |
| Other Decreases | $9,707 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $541,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LONG-TERM GAINS ON STOCK SALES | P | 2016-01-01 | 2017-05-31 | $209,064 | $0 | $156,717 | $52,347 | $0 | $0 | $0 | $52,347 |
| LONG-TERM LOSSES ON STOCK SALES | P | 2016-01-01 | 2017-05-31 | $22,973 | $0 | $25,178 | -$2,205 | $0 | $0 | $0 | -$2,205 |
| SHORT-TERM GAINS ON STOCK SALES | P | 2016-06-01 | 2017-05-31 | $216,682 | $0 | $186,241 | $30,441 | $0 | $0 | $0 | $30,441 |
| SHORT-TERM LOSSES ON STOCK SALES | P | 2016-06-01 | 2017-05-31 | $222,894 | $0 | $244,916 | -$22,022 | $0 | $0 | $0 | -$22,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,561 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,419 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,814 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $478,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070739 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $507,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $555,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057819 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $515,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,096 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $498,711 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064358 | DistributionYr5Rt |
| Total Distribution | 0.307857 | TotalDistributionRt |
| Average Distribution | 0.061571 | AverageDistributionRt |
| Net Investment Income Pct | $494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,692 | 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 | $494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $494 | SubtotalAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $494 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | 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 | THOMAS P SPELLANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036229360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 BROOKSIDE DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK W FINN | ||||||||
| 1107 WEST BAY DR NW STE 101 | OLYMPIA | WA | 98502 | PRESIDENT-DIRECTOR | 1.00 | $0 | $0 | $0 |
| VIRGINIA F BLECHMAN | ||||||||
| 780 ROCA STREET | ASHLAND | OR | 97520 | VICE PRES-DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS P SPELLANE | ||||||||
| 116 RIDGE ACRES | DARIEN | CT | 06820 | SEC/TREAS-DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,692 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,692 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,198 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $32,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,850 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,692 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $35,692 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,539 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $32,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,058 | ExcessFromYear4Amt |
| Excess From Year3 | $32,189 | ExcessFromYear3Amt |
| Excess From Year2 | $35,575 | ExcessFromYear2Amt |
| Excess From Year1 | $33,850 | ExcessFromYear1Amt |
| Excess From Current Year | $35,692 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GRIFFIN SCHOOL FOUNDATION | ||||||
| 6530 33RD AVE NW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $600 |
| HANDS ON CHILDRENS MUSEUM | ||||||
| 106 11TH AVE SW | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $700 |
| ST CHRISTOPHERS CHURCH | ||||||
| 7902 STEAMBOAT ISLAND ROAD | OLYMPIA | WA | 98502 | COMMUNITY | GENERAL CONTRIBUTION | $4,400 |
| LIVING OPPORTUNITIES | ||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | COMMUNITY | GENERAL CONTRIBUTION | $6,500 |
| BIG BROTHERSBIG SISTERS | ||||||
| 1802 BLACK LAKE BLVD SW 102 | OLYMPIA | WA | 98502 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| COMMUNITY FOUNDATION OF SOUTH PUGET SOUND | ||||||
| 212 UNION AVE SE STE 102 | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| NEW MARKET SKILLS CENTER | ||||||
| BOX 14693 | TUMWATER | WA | 98511 | COMMUNITY | GENERAL CONTRIBUTION | $1,500 |
| FRED HUTCHINSON CANCER CENTER | ||||||
| 1100 FAIRVIEW AVE | SEATTLE | WA | 98109 | COMMUNITY | GENERAL CONTRIBUTION | $60 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | COMMUNITY | GENERAL CONTRIBUTION | $10,000 |
| JPR FOUNDATION | ||||||
| 1250 SISKIYU BLVD | ASHLAND | OR | 97520 | COMMUNITY | GENERAL CONTRIBUTION | $2,500 |
| YMCA YOUTH & GOVERNMENT | ||||||
| PO BOX 193 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $200 |
| MUNDELEIN HIGH SCHOOL DIST | ||||||
| 1350 W HAWLEY ST | MUNDELEIN | IL | 60060 | COMMUNITY | GENERAL CONTRIBUTION | $1,000 |
| BSF INTERNATIONAL | ||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | COMMUNITY | GENERAL CONTRIBUTION | $100 |
| CENTRALIA CHRISTIAN SCHOOL | ||||||
| 1315 S TOWER AVE | CENTRALIA | WA | 98531 | COMMUNITY | GENERAL CONTRIBUTION | $200 |
| CENTRALIA POLICE OFFICERS CANINE | ||||||
| 118 W MAPLE ST | CENTRALIA | WA | 98531 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| CENTRALIA POLICE OFFICERS ASSOC | ||||||
| 118 W MAPLE ST | CENTRALIA | WA | 98531 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| JUNIOR LEAGUE | ||||||
| 108 STATE AVE N | OLYMPIA | WA | 98501 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| LITTLE RED SCHOOL HOUSE | ||||||
| PO BOX 6302 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| OLYMPIA KIWANIS CLUB | ||||||
| PO BOX 1847 | OLYMPIA | WA | 98507 | COMMUNITY | GENERAL CONTRIBUTION | $32 |
| PHOENIX TALENT SCHOOL | ||||||
| 401 W 4TH ST | PHOENIX | OR | 97535 | COMMUNITY | GENERAL CONTRIBUTION | $1,500 |
| POINTE DU HOC FOUNDATION | ||||||
| PO BOX 562 | DUPONT | WA | 98327 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| ROGUE VALLEY MANOR FOUNDATION | ||||||
| 1200 MIRA MAR AVE | MEDFORD | OR | 97504 | COMMUNITY | GENERAL CONTRIBUTION | $2,000 |
| SCIENCE WORKS | ||||||
| 1500 E MAIN ST | ASHLAND | OR | 97520 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| SOUTH PUGET SOUND FOUNDATION | ||||||
| 2011 MOTTMAN RD SW | OLYMPIA | WA | 98512 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| THURSTON COUNTY HUMANE SOCIETY | ||||||
| 3120 MARTIN WAY E | OLYMPIA | WA | 98506 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| TURNING POINTE | ||||||
| PO BOX 2014 | SHELTON | WA | 98584 | COMMUNITY | GENERAL CONTRIBUTION | $150 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | COMMUNITY | GENERAL CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,692 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,259 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MARLENE BIGGS TAX RETURN PREP | $650 | $650 |
| FULCRUM BOOKKEEPING | $12,000 | $12,000 |
| H MCALLISTER BOOKKEEPING | $550 | $550 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (151 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 600 SHS ISHARES MSCI JAPAN | Purchased | 2016-08 | $7,323 | $7,735 | -$412 | |
| 300 SHS ISAHRES US HOME CONSTRUCT ETF | Purchased | 2016-10 | $8,191 | $8,241 | -$50 | |
| 100 SHS BRISTOL-MYERS SQUIBB | Purchased | 2016-10 | $5,001 | $5,848 | -$847 | |
| 500 SHS THERAPEUTICS MD INC | Purchased | 2016-11 | $2,458 | $3,354 | -$896 | |
| 5 SHS AMAZON | Purchased | 2016-06 | $3,629 | $1,848 | $1,781 | |
| 100 SHS SELECT SECTOR HEALTH CARE | Purchased | 2016-06 | $7,009 | $3,247 | $3,762 | |
| 40 SHS SCHEIN HENRY INC | Purchased | 2016-06 | $6,723 | $5,539 | $1,184 | |
| 50 SHS DOMINOS PIZZA | Purchased | 2016-06 | $6,135 | $4,335 | $1,800 | |
| 100 SHS STARBUCKS | Purchased | 2016-06 | $5,404 | $4,158 | $1,246 | |
| 30 SHS SPDR GOLD SHARES ETF | Purchased | 2016-07 | $3,855 | $3,653 | $202 | |
| 50 SHS SPDR GOLD SHARES ETF | Purchased | 2016-07 | $6,482 | $5,563 | $919 | |
| 50 SHS WALGREENS BOOTS | Purchased | 2016-07 | $4,067 | $1,507 | $2,560 | |
| 108 SHS STARBUCKS | Purchased | 2016-08 | $6,111 | $5,088 | $1,023 | |
| 120 SHS BRISTOL-MYERS SQUIBB | Purchased | 2016-08 | $7,605 | $3,640 | $3,965 | |
| 60 SHS SPDR S&P AEROSPACE DEFENCE | Purchased | 2016-08 | $3,492 | $3,288 | $204 | |
| 5 SHS AMAZON | Purchased | 2016-08 | $3,849 | $1,848 | $2,001 | |
| 100 SHS ISHARES MSCI PACIFIC EX JAPAN | Purchased | 2016-09 | $4,072 | $3,428 | $644 | |
| 4 SHS AMAZON | Purchased | 2016-09 | $3,075 | $1,478 | $1,597 | |
| 40 SHS FACEBOOK INC | Purchased | 2016-09 | $5,047 | $3,124 | $1,923 | |
| 40 SHS BRISTOL-MYERS SQUIBB | Purchased | 2016-09 | $2,267 | $1,423 | $844 | |
| 70 SHS BRISTOL-MYERS SQUIBB | Purchased | 2016-09 | $3,872 | $3,347 | $525 | |
| 75 SHS PAYCHEX INC | Purchased | 2016-09 | $4,416 | $3,105 | $1,311 | |
| 16 SHS KIMBERLY-CLARK | Purchased | 2016-09 | $1,962 | $1,006 | $956 | |
| 34 SHS KIMBERLY-CLARK | Purchased | 2016-09 | $4,170 | $2,138 | $2,032 | |
| 70 SHS SPDR S&P AROSPACE DEFENCE ETF | Purchased | 2016-09 | $3,968 | $3,836 | $132 | |
| 150 SHS SUNTRUST BANKS | Purchased | 2016-09 | $6,499 | $6,409 | $90 | |
| 30 SHS SCHEIN HENRY | Purchased | 2016-10 | $4,806 | $4,171 | $635 | |
| 4 SHS AMAZON | Purchased | 2016-10 | $3,294 | $1,478 | $1,816 | |
| 50 SHS SELECT SECTOR HEALTH CARE SPDR | Purchased | 2016-11 | $3,401 | $1,624 | $1,777 | |
| 40 SHS FACEBOOK IN CLASS A | Purchased | 2016-12 | $4,585 | $3,614 | $971 | |
| 100 SHS NICE LTD F UNSPONSORED ADR | Purchased | 2016-12 | $6,403 | $4,506 | $1,897 | |
| 6 SHS AMAZON | Purchased | 2016-12 | $4,581 | $3,073 | $1,508 | |
| 50 SHS SCHEIN HENRY | Purchased | 2016-12 | $7,584 | $7,274 | $310 | |
| 40 SHS SELECT SECTOR HEALTH CARE | Purchased | 2016-12 | $2,746 | $1,299 | $1,447 | |
| 50 SHS WALGREENS BOOTS | Purchased | 2017-01 | $4,070 | $3,989 | $81 | |
| 40 SHS WALGREENS BOOTS | Purchased | 2017-01 | $3,243 | $3,183 | $60 | |
| 146 SHS HOMESTEAD SMALL CO STOCK | Purchased | 2017-03 | $6,201 | $5,531 | $670 | |
| 436 SHS ISHARES US PREFERRED | Purchased | 2017-03 | $16,542 | $15,965 | $577 | |
| 75SHS PAYCHEX | Purchased | 2017-04 | $4,380 | $3,105 | $1,275 | |
| 30 SHS KIMBERLY-CLARK | Purchased | 2017-05 | $3,831 | $3,275 | $556 | |
| 25 SHS FACEBOOK | Purchased | 2017-05 | $3,691 | $2,463 | $1,228 | |
| 5 SHS AMAZON | Purchased | 2017-05 | $4,782 | $2,917 | $1,865 | |
| 30 SHS ADOBE SYSTEMS | Purchased | 2017-05 | $3,980 | $2,670 | $1,310 | |
| 70 SHS ADOBE SYSTEMS | Purchased | 2017-05 | $9,385 | $6,062 | $3,323 | |
| 150 SHS CISCO SYSTEMS | Purchased | 2017-05 | $4,701 | $4,385 | $316 | |
| 100 SHS CISCO SYSTEMS | Purchased | 2017-05 | $3,150 | $3,125 | $25 | |
| 10 SHS CHIPOTLE MEXICAN GRILL | Purchased | 2016-06 | $4,259 | $4,621 | -$362 | |
| 100 SHS CTRIP LTD F ADR | Purchased | 2016-06 | $4,196 | $4,277 | -$81 | |
| 100 SHS LENDINGTREE INC | Purchased | 2016-06 | $7,363 | $7,872 | -$509 | |
| 250 SHS ALCOA | Purchased | 2016-06 | $2,255 | $2,308 | -$53 | |
| 50 SHS NETFLIX | Purchased | 2016-07 | $4,800 | $4,914 | -$114 | |
| FRAC SH STARBUCKS | Purchased | 2016-08 | $38 | $40 | -$2 | |
| 80 SHS MCDONALDS | Purchased | 2016-08 | $9,412 | $10,057 | -$645 | |
| 100 SHS WELLS FARGO | Purchased | 2016-08 | $4,733 | $5,049 | -$316 | |
| 132 SHS CHEVRON CORP | Purchased | 2016-08 | $13,143 | $13,154 | -$11 | |
| FRAC SHS CHEVRON | Purchased | $86 | $86 | |||
| 50 SHS FEDERAL REALTY INVT REIT | Purchased | 2016-08 | $8,121 | $8,296 | -$175 | |
| FRAC SHS DOLLAR GENERAL CORP | Purchased | 2016-08 | $68 | $72 | -$4 | |
| 25 SHS MARTIN MARIETTA MATR | Purchased | 2016-09 | $4,361 | $4,655 | -$294 | |
| 39 SHS TREEHOUSE FOODS | Purchased | 2016-09 | $3,467 | $3,686 | -$219 | |
| 11 SHS TREEHOUSE FOODS | Purchased | 2016-09 | $978 | $1,040 | -$62 | |
| 50 SHS ETFS PHYSICAL PLATINUM SHARES | Purchased | 2016-09 | $4,865 | $5,230 | -$365 | |
| 50 SHS EXPEDIA INC | Purchased | 2016-09 | $5,346 | $5,462 | -$116 | |
| 401 SHS BANK OF AMERICA | Purchased | 2016-09 | $6,106 | $6,196 | -$90 | |
| FRAC SH BANK OF AMERICA | Purchased | 2016-09 | $3 | $3 | ||
| 50 SHS DANAHER CORP | Purchased | 2016-10 | $3,881 | $4,073 | -$192 | |
| 100 SHS TWITTER | Purchased | 2016-10 | $1,988 | $2,424 | -$436 | |
| FRAC SH ISHARES US HOME CONSTRUCT | Purchased | 2016-10 | $8 | $8 | ||
| 100 SHS OAKTREE CAP GRP LLC CLASS A | Purchased | 2016-10 | $4,025 | $4,687 | -$662 | |
| 20 SHS TECH DATA CORP | Purchased | 2016-11 | $1,505 | $1,722 | -$217 | |
| 70 SHS TREEHOUSE FOODS | Purchased | 2016-11 | $4,815 | $6,660 | -$1,845 | |
| 100 SHS STARBUCKS CORP | Purchased | 2016-11 | $5,290 | $5,922 | -$632 | |
| 128 SHS BRISTOL-MYERS SQUIBB | Purchased | 2016-11 | $6,464 | $7,092 | -$628 | |
| FRAC SH STARBUCKS | Purchased | 2016-11 | $40 | $42 | -$2 | |
| FRAC SH BRISTOL MYERS SQUIBB | Purchased | 2016-11 | $27 | $28 | -$1 | |
| 100 SHS OCCIDENTAL PETROL | Purchased | 2016-11 | $6,705 | $7,415 | -$710 | |
| 1 SH OCCIDENTAL PETROL | Purchased | 2016-11 | $67 | $72 | -$5 | |
| FRAC SH OCCIDENTAL PETROL | Purchased | 2016-11 | $3 | $3 | ||
| 30 SHS ALLERGAN | Purchased | 2006-11 | $5,738 | $7,049 | -$1,311 | |
| 80 SHS TWILIO INC CLASS A | Purchased | 2016-12 | $2,558 | $4,373 | -$1,815 | |
| 70 SHS AMERICAN TOWER CORP REIT | Purchased | 2016-12 | $7,069 | $8,074 | -$1,005 | |
| 200 SHS GLAXOSMITHKLINE | Purchased | 2016-12 | $7,494 | $8,314 | -$820 | |
| 75 SHS WORKDAY INC CLASS A | Purchased | 2016-12 | $5,286 | $6,818 | -$1,532 | |
| 100 TWITTER | Purchased | 2016-12 | $1,912 | $2,424 | -$512 | |
| 193 SHS ETSY INC | Purchased | 2016-12 | $2,339 | $2,817 | -$478 | |
| 57 SHS ETSY INC | Purchased | 2016-12 | $691 | $802 | -$111 | |
| 50 SHS SCHEIN HENRY INC | Purchased | 2017-01 | $7,798 | $8,000 | -$202 | |
| 100 SHS NEWELL BRANDS | Purchased | 2017-01 | $4,677 | $5,175 | -$498 | |
| 10 SHS CHIPOTLE MEXICAN GRILL | Purchased | 2017-02 | $3,993 | $4,068 | -$75 | |
| 40 SHS EXPEDIA INC | Purchased | 2017-02 | $4,762 | $4,787 | -$25 | |
| FRAC SH EXPEDIA | Purchased | 2017-02 | $14 | $14 | ||
| 699.104 SHS METROPOLITAN WEST TOTAL RETURN | Purchased | 2017-03 | $7,369 | $7,643 | -$274 | |
| FRAC SH WALGREENS BOOTS ALLI | Purchased | 2017-03 | $35 | $36 | -$1 | |
| 25 SHS CIMAREX ENERGY | Purchased | 2017-04 | $2,919 | $3,648 | -$729 | |
| 25 SHS PIONEER NATURAL RES | Purchased | 2017-04 | $4,584 | $4,626 | -$42 | |
| 50 SHS GW PHARMACEUTIC PLC | Purchased | 2017-04 | $5,864 | $6,186 | -$322 | |
| 50 SHS ENERGY SELECT SECTOR | Purchased | 2017-04 | $3,522 | $3,618 | -$96 | |
| 25 SHS CIMAREX ENERGY | Purchased | 2017-04 | $2,938 | $3,648 | -$710 | |
| 25 SHS PIONEER NATURAL RES | Purchased | 2017-04 | $4,325 | $4,626 | -$301 | |
| 30 SHS GOLDMAN SACHS | Purchased | 2017-05 | $6,415 | $7,227 | -$812 | |
| 300 SHS LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | Purchased | 2017-05 | $9,295 | $10,123 | -$828 | |
| 25 SHS CIMAREX ENERGY | Purchased | 2017-05 | $2,877 | $3,648 | -$771 | |
| 50 SHS EXPEDIA | Purchased | 2016-06 | $5,515 | $5,462 | $53 | |
| 50 SHS WYNN RESORTS | Purchased | 2016-06 | $5,017 | $4,501 | $516 | |
| FRAC SHS DOMINOS PIZZA | Purchased | 2016-07 | $39 | $38 | $1 | |
| 51 SHS DOMINOS PIZZA | Purchased | 2016-07 | $6,753 | $5,884 | $869 | |
| 25 SHS SPDR GOLD SHARES ETF | Purchased | 2016-07 | $3,229 | $2,607 | $622 | |
| 35 SHS SPDR GOLD SHARES ETF | Purchased | 2016-07 | $4,449 | $3,814 | $635 | |
| 150 SHS WHITEWAVE FOODS | Purchased | 2016-07 | $8,410 | $5,901 | $2,509 | |
| 41 SHS PALO ALTO NETWORKS | Purchased | 2016-07 | $5,131 | $4,695 | $436 | |
| 70 SHS TWILIO INC CLASS A | Purchased | 2016-08 | $3,998 | $2,164 | $1,834 | |
| 20 SHS TWILIO | Purchased | 2016-08 | $1,030 | $618 | $412 | |
| 100 SHS DOLLAR GENERAL CORP | Purchased | 2016-08 | $7,812 | $7,144 | $668 | |
| 20 SHS ADOBE SYSTEMS | Purchased | 2016-09 | $2,027 | $1,780 | $247 | |
| 30 SHS ADOBE SYSTEMS | Purchased | $3,045 | $2,670 | $375 | ||
| 125 SHS PROCTOR & GAMBLE | Purchased | 2016-09 | $10,871 | $10,239 | $632 | |
| 100 SHS NORTHERN TRUST | Purchased | 2016-09 | $6,771 | $6,553 | $218 | |
| FRAC SH ALCOA | Purchased | 2016-10 | $4 | $4 | ||
| 80 SHS TWILIO INC | Purchased | $4,267 | $2,682 | $1,585 | ||
| FRAC SH ALCOA | Purchased | 2016-11 | $15 | $15 | ||
| 122 SHS ALCOA | Purchased | 2016-11 | $3,124 | $3,017 | $107 | |
| 75 SHS NVIDIA CORP | Purchased | 2016-12 | $6,502 | $4,696 | $1,806 | |
| 100 SHS LIBERTY MEDIA | Purchased | 2016-12 | $3,099 | $2,155 | $944 | |
| FRAC SH DOMINOS PIZZA | Purchased | 2016-12 | $47 | $45 | $2 | |
| 20 SHS DOMINOS PIZZA | Purchased | 2016-12 | $3,232 | $3,073 | $159 | |
| 50 SHS REDHAT | Purchased | 2016-12 | $3,973 | $3,744 | $229 | |
| 100 SHS REDHAT | Purchased | 2016-12 | $7,868 | $7,866 | $2 | |
| 100 SHS UNITED CONTL HLDGS | Purchased | 2017-01 | $7,103 | $6,831 | $272 | |
| 200 SHS SEAGATE TECHNOLOGY | Purchased | 2017-01 | $7,284 | $5,889 | $1,395 | |
| 125 SHS SUNTRUST BANKS | Purchased | 2017-02 | $7,249 | $5,393 | $1,856 | |
| 100 SHS NEWELL BRANDS INC | Purchased | 2017-02 | $4,686 | $4,619 | $67 | |
| 150 SHS ARCONIC INC | Purchased | 2017-02 | $4,412 | $3,326 | $1,086 | |
| 100 SHS ARCONIC INC | Purchased | 2017-02 | $2,972 | $2,331 | $641 | |
| 25 SHS NVIDIA CORP | Purchased | 2017-02 | $2,531 | $1,634 | $897 | |
| 20 SHS GODLMAN SACHS GROUP | Purchased | 2017-03 | $5,056 | $4,864 | $192 | |
| 25 SHS PEPSICO INC | Purchased | 2017-03 | $2,744 | $2,719 | $25 | |
| FRAC SH ARCONIC INC | Purchased | 2017-03 | $23 | $18 | $5 | |
| 320 SHS ARCONIC INC | Purchased | 2017-03 | $8,937 | $6,569 | $2,368 | |
| 74 SHS WALGREENS BOOTS ALLI | Purchased | 2017-03 | $6,329 | $5,923 | $406 | |
| 100 SHS LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | Purchased | 2017-03 | $3,434 | $2,205 | $1,229 | 2017-03 |
| 40 SHS NETFLIX INC | Purchased | 2017-03 | $5,709 | $4,954 | $755 | |
| 75 SHS VANGUARD FINANCIALS ETF | Purchased | 2017-03 | $4,472 | $4,189 | $283 | |
| 40 SHS NETFLIX INC | Purchased | 2017-04 | $5,755 | $4,988 | $767 | 2017-04 |
| 25 ANALOG DEVICES | Purchased | 2017-04 | $1,990 | $1,844 | $146 | |
| 100 SHS INTEL CORP | Purchased | 2017-05 | $3,551 | $3,529 | $22 | |
| 20 SHS NVIDIA CORP | Purchased | 2017-05 | $2,648 | $1,307 | $1,341 | |
| 100 SHS LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | Purchased | 2017-05 | $3,095 | $2,777 | $318 | |
| 30 SHS TAKE TWO INTERACTV | Purchased | 2017-05 | $1,983 | $1,450 | $533 | |
| 25 SHS PEPSICO INC | Purchased | 2017-05 | $2,938 | $2,719 | $219 | |
| 200 SHS KOHLS CORP | Purchased | 2017-05 | $7,604 | $7,325 | $279 | |
| 150 SHS SIX FLAGS ENTERTAIN | Purchased | 2016-08 | $7,946 | $7,473 | $473 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $501,818 | EOYBookValueAmt |
| EOYFMV | $501,818 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ASSET VALUATION | Desc |
| Amt | $9,707 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DUES/MEMBERSHIPS | $349 | $349 |
| OFFICE SUPPLIES | $283 | $283 |
| POSTAGE | $100 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |