SHERI AND LES BILLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHERI AND LES BILLER FAMILY FOUNDATION (EIN 47-0998912)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349103177
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:19:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470998912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHERI AND LES BILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HARBORVIEW CAPITAL LLC | InCareOfNm |
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 2065357543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 University St STE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LES BILLER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2065357543 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN M PAULE | PreparerPersonNm |
| PTIN | P00358939 | PTIN |
| Phone | 8053748555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,569,561 | 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 | $6,300,756 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,856 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,856 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $856,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,000,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,685,482 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $114,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $115,757 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,318,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,847,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $718,394 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $718,394 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,581 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,581 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,497 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,497 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,362 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,681 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,681 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $778,061 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $778,061 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $52,078 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $55,266 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $704 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $63,389 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $63,389 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $199,853 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $199,853 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $127,302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,055,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,036,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,773,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,773,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,828,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,809,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $489,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,825,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,581 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $139,094 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,554 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $30,703 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $487,675 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,661,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,010,993 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $126,740 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $126,028 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,416 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $712 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $712 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $5,555,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,103,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,193,396 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $164,942 | OtherAssetsBOYAmt |
| Other Assets EOY | $276,176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $276,176 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,495,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,129,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,569,561 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,414 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $167,268 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $167,268 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,481,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,962,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,481,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,962,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,495,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,129,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,481,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $489,282 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,971,245 | SubtotalAmt |
| Other Decreases | $8,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,962,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| SECTION 1256 - LONG-TERM CAPITAL LOSS | P | $4,373 | -$4,373 | -$4,373 | |
| SECTION 1256 - SHORT-TERM CAPITAL LOSS | P | $2,916 | -$2,916 | -$2,916 | |
| EQUIPMENT | P | $1,500 | $1,500 | $1,500 | |
| PUBLICLY TRADED SECURITIES | P | $5,392,266 | $25,747 | $25,747 | $5,418,013 |
| 52.562125 SHS ABSOLUTE RETURN FUND | P | $60,849 | $19,589 | $19,589 | $80,438 |
| 16,650 SHS KKR & CO. INC. | D | $292,243 | $1,597,844 | $1,597,844 | $1,890,087 |
| 700 SHS AMAZON.COM | D | $32,200 | $127,298 | $127,298 | $159,498 |
| 365 SHS MARTIN MARIETTA MATERIALS INC. | D | $28,830 | $191,402 | $191,402 | $220,232 |
| 5,500 SHS APPLE INC. | D | $115,629 | $1,010,683 | $1,010,683 | $1,126,312 |
| 5,000 SHS BLACKSTONE GROUP INC. | D | $117,796 | $625,904 | $625,904 | $743,700 |
| 3,200 SHS CAPITAL ONE FINANCIAL CORP | D | $188,160 | $283,652 | $283,652 | $471,812 |
| 1,000 SHS META PLATFORMS INC. | D | $79,380 | $458,662 | $458,662 | $538,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,685,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,077 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67,077 | SubtotalAmt |
| Tax Based On Investment Income | $67,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $81,958 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,881 | OverpaymentAmt |
| Applied To ES Tax | $14,881 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 | WWW.BILLERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBORVIEW CAPITAL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2065357543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 UNIVERSITY ST SUITE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | Yes (true) | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| SHERI BILLER | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | President & CHAIR | 20.0 | $0 | $0 | $0 |
| LES BILLER | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | SEC/TREASURER/ VICE CHAIR | 20.0 | $0 | $0 | $0 |
| HOWARD BEHAR | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| YVONNE BELL | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| LINDSEY KOZBERG | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| JOHN R OHANESIAN | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| PEDRO MARTI | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| RICK POWELL | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| SARAH LYDING | ||||||||
| 400 University St STE 300 | SEATTLE | WA | 98101 | DIRECTOR | 2.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GERI AURIEMMA | ||||||||
| 400 UNIVERSITY ST STE 300 | SEATLE | WA | 98101 | PROGRAM OFFICER | 40.0 | $107,000 | $3,225 | $900 |
| LENE COPELAND-BAER | ||||||||
| 400 UNIVERSITY ST STE 300 | SEATTLE | WA | 98101 | BOARD LIAISON | 40.0 | $120,484 | $7,860 | $900 |
| KAMERA MUSEAU | ||||||||
| 400 UNIVERSITY ST STE 300 | SEATTLE | WA | 98101 | PROJECT MANAGER | 40.0 | $68,846 | $2,005 | $713 |
| REKA ROBINSON | ||||||||
| 400 UNIVERSITY ST STE 300 | SEATTLE | WA | 98101 | PROJECT MANAGER | 40.0 | $50,308 | $2,574 | $600 |
| AUDREY HABERMAN | ||||||||
| 400 UNIVERSITY ST STE 300 | SEATTLE | WA | 98101 | CEO | 40.0 | $375,000 | $14,017 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARBORVIEW CAPITAL LLC | |||||
| 601 UNION ST SUITE 3030 | SEATTLE | WA | 98101 | MANAGEMENT | $174,500 |
| JPA Health Holdings Inc | |||||
| 1101 Connecticut Ave NW Suite 600 | WASHINGTON | DC | 20036 | CONSULTING | $0 |
| Holthouse Carlin & Van Trigt LLP | |||||
| 11444 W Olympic Blvd 11th Floor | LOS ANGELES | CA | 90064 | ACCOUNTING | $66,730 |
| UNION STREET STRATEGIES | |||||
| 1545 NW MARKET STREET APT 80 | SEATTLE | WA | 98017 | CONSULTING SERVICES | $72,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,547,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,759,277 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,759,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,612,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,077 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $225 | IncomeTaxAmt |
| Total Tax | $67,302 | TotalTaxAmt |
| Distributable Before Adj | $413,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $413,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $413,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,809,635 | 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 | $6,809,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,405,456 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,164,401 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,358,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,088,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,800,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,817,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,809,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $413,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,396,293 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,213,995 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,405,456 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,808,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,164,401 | ExcessFromYear4Amt |
| Excess From Year3 | $1,358,240 | ExcessFromYear3Amt |
| Excess From Year2 | $4,088,970 | ExcessFromYear2Amt |
| Excess From Year1 | $4,800,635 | ExcessFromYear1Amt |
| Excess From Current Year | $6,396,293 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHERI LES BILLER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVABLE FOUNDATION | ||||||||
| 5901 GREEN VALLEY CIRCLE STE 405 | CULVER CITY | CA | 90230 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALAMEDA COUNTY CARE ALLIANCE COLLABORATIVE | ||||||||
| 8501 INTERNATIONAL BLVD | OAKLAND | CA | 946211549 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| AMERICAN CONSERVATORY THEATER | ||||||||
| 415 GEARY STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | ||||||||
| 520 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| ARTSFUND | ||||||||
| 10 HARRISON STREET STE 200 | SEATTLE | WA | 98109 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ASIAN HEALTH & SERVICE CENTER | ||||||||
| 9035 SE FOSTER RD | PORTLAND | OR | 972664617 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ASSITEJ-USA INCORPORATED (TYAUSA) | ||||||||
| 2135 N KENMORE AVE | CHICAGO | IL | 60614 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 900271462 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BAG&BAGGAGE PRODUCTIONS | ||||||||
| 350 E MAIN ST | HILLSBORO | OR | 97123 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | PO BOX 359505 |
| BUSINESS GROUP ON HEALTH | ||||||||
| 20 F ST NW STE 200 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,500 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 5614 CONNECTICUT AVE NW STE 280 | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAREER WARDROBE | ||||||||
| 444 N 3RD STREET STE 105 | PHILADELPHIA | PA | 19123 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| CAREERWORKS INC | ||||||||
| 601 UNION STREET STE 3030 | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATING SUPPORT | $1,123,211 | |
| CENTER THEATRE GROUP | ||||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT | $4,500 | |
| CHILDRENS DEVELOPMENTAL CENTER | ||||||||
| 1549 GEORGIA AVE A | RICHLAND | WA | 993524756 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000,000 | |
| COALITION TO TRANSFORM ADVANCED CARE | ||||||||
| PO BOX 34364 | WASHINGTON | DC | 200434364 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CONCERN FOUNDATION | ||||||||
| 11111 WEST OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL OPERATING SUPPORT | $150 | |
| CROSSROADS4HOPE A NETWORK OF CANCER SUPPORT | ||||||||
| 3 CROSSROADS DR | BEDMINSTER | NJ | 07921 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DEMPSEY CENTERS FOR QUALITY CANCER CARE | ||||||||
| PO BOX 277 | AUBURN | ME | 04212 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DENVER CENTER FOR THE PERFORMING ARTS | ||||||||
| 1101 13TH ST | DENVER | CO | 80204 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EDUCATIONAL SERVICE DISTRICT 105 | ||||||||
| 33 S SECOND AVE | YAKIMA | WA | 98902 | N/A | GOV | CAREER CONNECTED LEARNING INITIATIVES | $190,000 | |
| EDUCATIONAL SERVICE DISTRICT 112 | ||||||||
| 2500 NE 65TH AVE | VANCOUVER | WA | 98661 | N/A | GOV | CAREER CONNECTED LEARNING INITIATIVES | $190,000 | |
| ETM-COLORADO INC | ||||||||
| 618 S PONTIAC WAY | DENVER | CO | 802241551 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FAMILY PROMISE OF AUGUSTA INC | ||||||||
| 4211 WHEELER RD | AUGUSTA | GA | 309078754 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVE NORTH | SEATTLE | WA | 98109 | N/A | PC | GENERAL OPERATING SUPPORT | $2,750 | |
| GEFFEN PLAYHOUSE INC | ||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| GOALS OF CARE COALITION OF NEW JERSEY INC | ||||||||
| PO BOX 3083 | PRINCETON | NJ | 085433083 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW STE 11 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HEALTHPOINT | ||||||||
| 955 POWELL AVE SW | RENTON | WA | 98057 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ISLANDWOOD | ||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ISSAQUAH FOOD & CLOTHING BANK | ||||||||
| 179 1ST AVE SE | ISSAQUAH | WA | 98027 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| JVS SOCAL | ||||||||
| 6505 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| KING COUNTY SEXUAL ASSAULT RESOURCE CENTER | ||||||||
| 707 S GRADY WAY SUITE 300 PO B | RENTON | WA | 980570300 | N/A | PC | THEARPY AND FAMILY SERVICES | $500 | |
| LATINO THEATER COMPANY | ||||||||
| 514 S SPRING STR | LOS ANGELES | CA | 90013 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MACHEKE SUSTAINABILITY PROJECT INC | ||||||||
| 11095 HIDDEN TRAIL DR | OWINGS MILLS | MD | 211172357 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| MHP SALUD | ||||||||
| 2142B WASHTENAW AVE | YPSILANTI | MI | 48197 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MONROE ARTS COUNCIL | ||||||||
| PO BOX 763 | MONROE | WA | 98272 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| MUSIC MENDS MINDS INC | ||||||||
| 2355 WESTWOOD BLVD 514 | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH ST NW KECK 1057 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL ALLIANCE FOR MUSICAL THEATRE INC | ||||||||
| 520 EIGHTH AVENUE STE 301 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | ||||||||
| 1667 K STREET NW STE 550 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| NORTH CAROLINA ASSOCIATION OF FREE AND CHARITABLE | ||||||||
| 10735 DAVID TAYLOR DRIVE STE 140 | CHARLOTTE | NC | 28262 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTHWEST GIRLCHOIR | ||||||||
| 2150 N 122ND ST | SEATTLE | WA | 98133 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| NPH USA (FORMERLY FRIENDS OF THE ORPHANS) | ||||||||
| 134 NORTH LA SALLE STREET STE 500 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| OJAI PLAYWRIGHTS CONFERENCE | ||||||||
| PO BOX 1288 | OJAI | CA | 93024 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| ONE AMERICA | ||||||||
| 1225 SOUTH WELLER STREET STE 430 | SEATTLE | WA | 98144 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OPERATION HOPE | ||||||||
| 707 WILSHIRE BLVD STE 3030 | LOS ANGELES | CA | 90017 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| PACIFIC RIM RESCUE | ||||||||
| 1567 HIGHLANDS DR NE STE 110 405 | ISSAQUAH | WA | 98029 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | |
| PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA IN | ||||||||
| 39 S EL MOLINO AVENUE | PASADENA | CA | 911012023 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| PAUSE | ||||||||
| PO BOX 20934 | RIVERSIDE | CA | 92516 | N/A | PF | GENERAL OPERATING SUPPORT | $10,000 | |
| PERSEVERANCE THEATRE | ||||||||
| 914 3RD STREET | DOUGLAS | AK | 99824 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PORTLAND CENTER STAGE | ||||||||
| 128 NW ELEVENTH AVE | PORTLAND | OR | 972094160 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PORTLAND PLAYHOUSE | ||||||||
| 602 NE PRESCOTT ST | PORTLAND | OR | 97211 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PRIDE FOUNDATION | ||||||||
| 2014 EAST MADISON STREET STE 300 | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PURCHASER BUSINESS GROUP ON HEALTH | ||||||||
| 275 BATTERY STREET STE 480 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| REST REAL ESCAPE FROM THE SEX TRADE | ||||||||
| 4215 RAINIER AVE S STE B | SEATTLE | WA | 98118 | N/A | PC | NIGHTS AT THE REST HOME | $500 | |
| RUBICON THEATRE COMPANY | ||||||||
| 1006 E MAIN STREET | VENTURA | CA | 93001 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| RVC SEATTLE | ||||||||
| 3715 S HUDSON ST STE 103 | SEATTLE | WA | 98118 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SAN FRANCISCO BAY AREA THEATRE COMPANY (SFBATCO) | ||||||||
| 2781 24TH ST | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SEATTLE CHILDREN'S THEATRE | ||||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SEATTLE REPERTORY THEATRE | ||||||||
| 155 MERCER STREET PO BOX 900923 | SEATTLE | WA | 98109 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SOUTHERN CALIFORNIA DUAL-IMMERSION FOUNDATION | ||||||||
| 1231 S ST ANDREWS PL | LOS ANGELES | CA | 900193632 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST STE 230 | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT | $5,500 | |
| SPECIAL SERVICE FOR GROUPS INC | ||||||||
| 905 E 8TH STREET | LOS ANGELES | CA | 90021 | N/A | PC | GENERAL OPERATING SUPPORT | $500 | |
| SU TEATRO INC | ||||||||
| 721 SANTA FE DR | DENVER | CO | 80204 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEMPLE OF THE ARTS | ||||||||
| 8440 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90211 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| THE 5TH AVENUE THEATRE | ||||||||
| 1326 5TH AVE STE 735 | SEATTLE | WA | 98101 | N/A | PC | (1) DESCRIPTION: 1,800 SHARES OF CAPITAL ONE FINANCIAL CORPORATION SECURITIES (2) BOOK VALUE: $ 238,248 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 01/11/2024 (6) PURPOSE:THE 5TH AVENUE THEATRE'S RISING STAR PROJECT | $230,094 | |
| THE 5TH AVENUE THEATRE | ||||||||
| 1326 5TH AVE STE 735 | SEATTLE | WA | 98101 | N/A | PC | THE 5TH AVENUE THEATRE'S RISING STAR PROJECT | $21,906 | |
| THE ANTAEUS COMPANY | ||||||||
| 110 EAST BROADWAY | GLENDALE | CA | 91205 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE OLD GLOBE | ||||||||
| PO BOX 122171 | SAN DIEGO | CA | 92112 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE THEATRE AT BOSTON COURT | ||||||||
| PO BOX 60187 | PASADENA | CA | 911166187 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ART | ||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THEATRE COMMUNICATIONS GROUP (TCG) | ||||||||
| 520 EIGHTH AVENUE 24TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | THRIVE! UPLIFITING THEATRES OF COLOR PROGRAM | $25,000 | |
| THIRD LAW DANCE-THEATER INC | ||||||||
| 2026 19TH ST | BOULDER | CO | 803025503 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TOYS FOR KIDS | ||||||||
| PO BOX 2104 | ISSAQUAH | WA | 980270094 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| VIA CARE COMMUNITY HEALTH CENTER | ||||||||
| 501 S ATLANTIC BLVD | LOS ANGELES | CA | 900222621 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| VILLAGE THEATRE | ||||||||
| 303 FRONT STREET NORTH | ISSAQUAH | WA | 980272917 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WILL GEER'S THEATRICUM BOTANICUM | ||||||||
| PO BOX 1222 | TOPANGA | CA | 90290 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Z SPACE STUDIO | ||||||||
| 499 ALABAMA STREET 450 | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,773,611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,856 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,273 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $856,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,303 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $112,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,303 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,015,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,017,361 | 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 | LESLIE BILLER AND SHERI BILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 University St STE 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,300,756 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,500 SHARES APPLE INC. SECURITIES | $1,292,015 | |
| 1 | 5,000 SHARES BLACKSTONE INC. SECURITIES | $655,675 | 2024-03-21 |
| 1 | 5,000 SHARES CAPITAL ONE FINANCIAL CORPORATION SECURITIES | $661,800 | 2024-01-19 |
| 1 | 21,650 SHARES KKR & CO INC. SECURITIES | $2,324,136 | |
| 1 | 365 SHARES MARTIN MARIETTA MATERIAL INC. SECURITIES | $205,605 | 2024-02-28 |
| 1 | 1,000 SHARES META PLATFORMS, INC. SECURITIES | $483,025 | 2024-02-22 |
| 1 | 20,000 SHARES THE BALDWIN INSURANCE GROUP INC. SECURITIES | $678,500 | 2024-05-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,362 | Amt |
| Net Investment Income | $21,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,681 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2007-07-01 | $29,723 | $29,723 | SL | 7 | |||
| OFFICE FURNITURE | 2008-01-25 | $1,669 | $1,669 | SL | 7 | |||
| OFFICE FURNITURE | 2008-02-20 | $2,478 | $2,478 | SL | 7 | |||
| OFFICE FURNITURE | 2008-02-29 | $2,317 | $2,317 | SL | 7 | |||
| WEBSITE | 2008-12-16 | $14,950 | $14,950 | SL | 3 | |||
| COMPUTER | 2008-02-20 | $1,946 | $1,946 | SL | 5 | |||
| COMPUTER | 2008-07-16 | $3,032 | $3,032 | SL | 5 | |||
| OFFICE FURNITURE | 2008-03-13 | $1,564 | $1,564 | SL | 7 | |||
| OFFICE FURNITURE | 2009-02-17 | $292 | $292 | SL | 7 | |||
| WEBSITE | 2009-11-12 | $10,089 | $10,089 | SL | 3 | |||
| WEBSITE | 2010-12-23 | $2,858 | $2,858 | SL | 3 | |||
| COMPUTER | 2011-10-14 | $943 | $943 | SL | 5 | |||
| WEBSITE | 2011-11-21 | $5,750 | $5,750 | SL | 3 | |||
| COMPUTER | 2012-05-14 | $1,902 | $1,902 | SL | 5 | |||
| COMPUTER | 2012-08-17 | $2,942 | $2,942 | SL | 5 | |||
| COMPUTER | 2012-10-15 | $2,323 | $2,323 | SL | 5 | |||
| COMPUTER | 2012-12-11 | $1,512 | $1,512 | SL | 5 | |||
| WEBSITE | 2012-01-17 | $451 | $451 | SL | 3 | |||
| WEBSITE | 2012-02-16 | $425 | $425 | SL | 3 | |||
| COMPUTER | 2014-09-12 | $1,333 | $1,333 | SL | 5 | |||
| WEBSITE | 2015-07-07 | $10,081 | $10,081 | SL | 3 | |||
| COMPUTER | 2017-04-26 | $1,957 | $1,957 | SL | 5 | |||
| WEBSITE | 2017-11-15 | $6,716 | $6,716 | SL | 3 | |||
| GRANT DATABASE | 2017-06-26 | $8,368 | $8,368 | SL | 3 | |||
| COMPUTER | 2018-03-30 | $3,286 | $3,286 | SL | 5 | |||
| SERVER | 2019-03-11 | $5,163 | $4,993 | SL | 5 | $170 | $170 | $170 |
| COMPUTER | 2021-04-24 | $2,670 | $1,424 | SL | 5 | $534 | $534 | $534 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | GrantGrantDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAREERWORK INC | |||||||||||
| 400 UNIVERSITY ST SUITE 300 | SEATTLE | WA | 98101 | $450,000 | GENERAL OPERATING SUPPORT | $450,000 | NO | 09/17/2024 | 2024-09-17 | VERIFICATION CONFIRMED THAT $450,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. | |
| PAUSE INC | |||||||||||
| PO BOX 20934 | RIVERSIDE | CA | 92516 | $10,000 | GENERAL OPERATING SUPPORT | $10,000 | NO | 09/25/2024 | 2024-09-25 | VERIFICATION CONFIRMED THAT $10,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. | 2023-12-21 |
| Center for Conscientious Leadership | |||||||||||
| 707 Menlo Ave SUITE 210 | MENLO PARK | CA | 94025 | $1,000 | GENERAL OPERATING SUPPORT | $1,000 | NO | 09/23/2024 | 2024-09-23 | VERIFICATION CONFIRMED THAT $1,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. | 2023-12-05 |
| CAREERWORK INC | |||||||||||
| 400 UNIVERSITY ST SUITE 300 | SEATTLE | WA | 98101 | $1,123,211 | GENERAL OPERATING SUPPORT | $1,123,211 | NO | 10/31/2025 | 2025-10-31 | VERIFICATION CONFIRMED THAT $1,123,211 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,700 SHS AMAZON.COM INC | $145,825 | $219,390 |
| 225 SHS VANGUARD TOTAL WORLD | $26,840 | $26,433 |
| 195,442.03800 SHS GOLDMAN SACH | $0 | $0 |
| 1,000 SHS APPLE INC. | $235,160 | $250,420 |
| 20,000 SHS BALDWIN INSURANCE | $678,500 | $775,200 |
| 5,000 SHS KKR & CO. INC. | $575,305 | $739,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $30,703 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $29,723 | $29,723 | |
| OFFICE FURNITURE | $1,669 | $1,669 | |
| OFFICE FURNITURE | $2,478 | $2,478 | |
| OFFICE FURNITURE | $2,317 | $2,317 | |
| WEBSITE | $14,950 | $14,950 | |
| COMPUTER | $1,946 | $1,946 | |
| COMPUTER | $3,032 | $3,032 | |
| OFFICE FURNITURE | $1,564 | $1,564 | |
| OFFICE FURNITURE | $292 | $292 | |
| WEBSITE | $10,089 | $10,089 | |
| WEBSITE | $2,858 | $2,858 | |
| COMPUTER | $943 | $943 | |
| WEBSITE | $5,750 | $5,750 | |
| COMPUTER | $1,902 | $1,902 | |
| COMPUTER | $2,942 | $2,942 | |
| COMPUTER | $2,323 | $2,323 | |
| COMPUTER | $1,512 | $1,512 | |
| WEBSITE | $451 | $451 | |
| WEBSITE | $425 | $425 | |
| COMPUTER | $1,333 | $1,333 | |
| WEBSITE | $10,081 | $10,081 | |
| COMPUTER | $1,957 | $1,957 | |
| WEBSITE | $6,716 | $6,716 | |
| GRANT DATABASE | $8,368 | $8,368 | |
| COMPUTER | $3,286 | $3,286 | |
| SERVER | $5,163 | $5,163 | |
| COMPUTER | $2,670 | $1,958 | $712 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGELES ABSOLUTE RETURN FUND | AT COST | $195,272 | $218,770 |
| ANGELES DIVERSIFIED INCOME FUN | AT COST | $804,305 | $753,172 |
| ANGELES GLOBAL EQUITY OPP FUND | AT COST | $2,619,455 | $3,455,839 |
| ANGELES PRIVATE CREDIT FUND 2 | AT COST | $649,734 | $660,449 |
| ANGELES PRIVATE CREDIT FUND 4 | $674,318 | $945,107 | |
| 160,059 SHS FIDELITY GOV PORT | $160,059 | $160,059 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,497 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,497 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM CAREERWORKS | $1,800 | $0 | $0 |
| TRAVEL DEPOSIT | $139,574 | $268,340 | $268,340 |
| SECURITY DEPOSIT | $7,836 | $7,836 | $7,836 |
| DUE FROM HARBORVIEW | $3,274 | $0 | $0 |
| OTHER RECEIVABLE | $12,458 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON DISTRIBUTION OF | $8,154 |
| SECURITIES | $0 |
| PRIOR PERIOD ADJUSMENT | $563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $11,201 | $11,201 |
| PAYROLL SERVICES | $1,777 | $1,777 |
| PARKING | $5,900 | $5,900 |
| LICENSES AND PERMITS | $55,005 | $55,005 |
| TECHNOLOGY SUPPORT AND FEES | $41,804 | $41,804 |
| OFFICE EXPENSE | $667 | $667 |
| DUES AND SUBSCRIPTIONS | $7,894 | $7,894 |
| MISCELLANEOUS EXPENSE | $3,054 | $3,054 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | $114,901 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115,757 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD LIABILITIES | $13,414 | $16,260 |
| -10 SHS CALL AMAZON | $0 | $9,243 |
| -10 SHS CALL APPLE | $0 | $8,192 |
| -100 SHS CALL BR GROUP INC | $0 | $23,990 |
| -50 SHS CALL KKR & CO | $0 | $109,583 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CUSTODIAN & MGT FEES | $16,101 | $16,101 |
| MANAGEMENT FEES | $174,540 | $174,540 |
| PROFESSIONAL DEVELOPMENT | $889 | $889 |
| CONSULTING FEES | $586,531 | $586,531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $52,078 | Amt |
| Disbursements Charitable Prps | $55,266 | DisbursementsCharitablePrpsAmt |
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