MEACHAM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEACHAM FOUNDATION (EIN 05-0590644)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-22
- IRS object ID
- 201602359349100205
- Schema version
- 2015v2.1
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-22T08:51:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050590644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEACHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAC | BusinessNameControlTxt |
| Phone | 8585589200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 DAVID WAY | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R MEACHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8585589200 | PhoneNum |
| Signature | 2016-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $680,050 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $683,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,217 | 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 |
| Taxes Rev And Expnss | $1,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,126 | CashBOYAmt |
| Cash EOY | $31,329 | CashEOYAmt |
| Cash EOYFMV | $31,329 | CashEOYFMVAmt |
| Other Investments BOY | $672,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $652,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $647,307 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,414 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,414 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $682,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $680,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $682,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $682,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $682,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $682,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $685,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $685,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | $43,902 | $46,595 | -$2,693 | -$2,693 |
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | $636,921 | $599,890 | $37,031 | $37,031 |
| CAPITAL GAINS DIVIDENDS | P | $2,177 | $2,177 | $2,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,515 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $708 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,208 | TotalPaymentsAndCreditsAmt |
| Overpayment | $313 | OverpaymentAmt |
| Applied To ES Tax | $313 | 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 | CA | 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 | LINDSAY BROWNELL LLP | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL R MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHARLENE D MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHARLES P MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | SECRETARY/CFO | 0.25 | $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 | $714,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $723,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $723,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $713,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $895 | TotalTaxAmt |
| Distributable Before Adj | $34,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,271 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $4,513 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,271 | AppliedToYear1Amt |
| Applied To Prior Years | $4,513 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $34,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R MEACHAM | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | N/A | PUBLIC CHARITY | GENERAL | $300 |
| ANCHORAGE EAST ROTARY CLUB SERVICE | |||||||
| PO BOX 100435 | ANCHORAGE | AK | 99510 | N/A | PUBLIC CHARITY | GENERAL | $300 |
| CHILDRENS SHELTER OF HOPE FOUNDATION | |||||||
| PO BOX 3471 | PORTLAND | OR | 97208 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DR STE 801 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CORDOVA HISTORICAL SOCIETY | |||||||
| PO BOX 391 | CORDOVA | AK | 99574 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| DEL MAR HILLS ACADEMY PTA | |||||||
| 14085 MANGO DRIVE | DEL MAR | CA | 92014 | N/A | SCHOOL | GENERAL | $5,400 |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | |||||||
| 13030 ASHLEY FALLS DR | SAN DIEGO | CA | 92130 | N/A | SCHOOL | GENERAL | $7,500 |
| FISH FOOD BANK | |||||||
| 3481 EHRCK HILL RD | HOOD RIVER | OR | 97031 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| GIG HARBOR BOATSHOP | |||||||
| PO BOX 1187 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| GREATER GIG HARBOR FOUNDATION | |||||||
| 6625 WAGNER WAY NW STE 150 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREET STREET NW SUITE 1300 | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL | $200 |
| HARBOR HISTORY MUSEUM | |||||||
| 4121 HARBORVIEW DR | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $1,250 |
| HARBOR WILDWATCH | |||||||
| 3110 JUDSON STREET PMB 99 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| JUNEAU HIGH SCHOOL MUSIC BOOSTERS | |||||||
| PO BOX 34082 | JUNEAU | AK | 99803 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| LONG LIVE THE KINGS | |||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| NORTHWEST FOLKLIFE | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| NORTHWEST SINFONIETTA | |||||||
| PO BOX 1154 | TACOMA | WA | 98401 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE | |||||||
| PO BOX 705 | CORDOVA | AK | 99574 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| SOUTHERN CALIFORNIA WHEELCHAIR VETERANS | |||||||
| 17162 GRAND AVE | LAKE ELSINORE | CA | 92530 | N/A | PUBLIC CHARITY | GENERAL | $50 |
| THE ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | N/A | PUBLIC CHARITY | GENERAL | $7,500 |
| UNIVERSITY OF ALASKA FOUNDATION | |||||||
| 910 YUKON DRIVE PO BOX 755080 | FAIRBANKS | AK | 99775 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| WASHINGTON YOUTH ACADEMY FOUNDATION | |||||||
| 1207 CARVER STREET WEST | BREMERTON | WA | 98312 | N/A | PUBLIC CHARITY | GENERAL | $200 |
| WATERFRONT ALLIANCE | |||||||
| 241 WATER STREET 3RD FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL | $1,100 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 4717 S 19TH ST | TACOMA | WA | 98405 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,900 | 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 | $15,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,217 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | IN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2013. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $652,550 | $647,270 |
| DIVIDENDS RECEIVABLE | AT COST | $37 | $37 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND RECEIVABLE | Desc |
| EOY Book Value | $1,414 | EOYBookValueAmt |
| EOYFMV | $1,414 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $7,278 | $7,278 | $0 |
| DUES AND MEMBERSHIPS | $100 | $0 | $100 |
| BANK FEES | $32 | $32 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,354 | $0 | $0 |
| FOREIGN TAXES | $137 | $137 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| CALIFORNIA SECRETARY OF STATE | $25 | $0 | $25 |
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