KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101903
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:59:04-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911352573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING KUDER & COMPANY PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH ST STE 110 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980402339 | 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 | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN MAYERS GAMORAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE RM/STE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MAYERS GAMORAN | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM KELLY STERLING | PreparerPersonNm |
| PTIN | P00097006 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,103,913 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,272 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,121 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $1,427 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $54,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,965 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $122,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,230 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,371 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,371 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,559 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,559 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,538 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,681 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,013 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $45,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $375,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,863 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,610,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,658,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,408,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $594,420 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $539,420 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $512,780 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,442 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,103 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,625,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,381,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,103,913 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $302,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $302,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,323,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,358,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,323,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,625,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,381,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,323,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,513 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,358,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,659 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,473,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022906 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,418 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,482,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,481,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102350 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $308,552 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,722,055 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113353 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $177,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,757,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064511 | DistributionYr5Rt |
| Total Distribution | 0.398371 | TotalDistributionRt |
| Average Distribution | 0.079674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,194,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,879 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $329,480 | 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 | $896 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $896 | SubtotalAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $870 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $870 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26 | TaxDueAmt |
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 | 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 |
| Individual With Books | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN GAMORAN | |||||||||
| 144 WEST 19TH STREET APT 2F | NEW YORK | NY | 10011 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,084,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,228,356 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,228,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,194,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $896 | TotalTaxAmt |
| Distributable Before Adj | $108,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,480 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $329,480 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $896 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,851 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $155,788 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $130,948 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,399 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $401,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,480 | QualifyingDistributionsAmt |
| Applied To Current Year | $108,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $220,629 | RemainingDistriFromCorpusAmt |
| Total Corpus | $621,764 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $621,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,788 | ExcessFromYear4Amt |
| Excess From Year3 | $130,948 | ExcessFromYear3Amt |
| Excess From Year2 | $114,399 | ExcessFromYear2Amt |
| Excess From Current Year | $220,629 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | CAPITAL CAMPAIGN | $260,000 |
| HADASSAH FOUNDATION INC | ||||||||
| HADASSAH FOUNDATION INC | 50 WEST 58TH STREET | 50 WEST 58TH STREET | NEW YORK | NY | 10019 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | FAMILY MATTERS CAMPAIGN | $10,000 |
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $7,500 |
| WA ST HOLOCAUST EDUCATION RESOURCE | ||||||||
| WA ST HOLOCAUST EDUCATION RESOURCE CENTER | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| WA ST HOLOCAUST EDUCATION RESOURCE | ||||||||
| WA ST HOLOCAUST EDUCATION RESOURCE CENTER | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,800 |
| STROUM JEWISH CC | ||||||||
| STROUM JEWISH CC | 3801 E MERCER WAY | 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | 501(C)(3) | CIRCLE OF FRIENDS PLEDGE | $3,000 |
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 |
| SEATTLE SYMPHONY | ||||||||
| SEATTLE SYMPHONY | 200 UNIVERSITY STREET | 200 UNIVERSITY STREET | SEATTLE | WA | 98101 | 501(C))3) | GENERAL OPERATING SUPPORT | $1,000 |
| CENTER FOR CHILDREN & YOUTH JUSTICE | ||||||||
| CENTER FOR CHILDREN & YOUTH JUSTICE | 615 SECOND AVENUE | 615 SECOND AVENUE | SEATTLE | WA | 98104 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,500 |
| SCHOOLS FOR SALONE | ||||||||
| SCHOOLS FOR SALONE | PO BOX 25314 | PO BOX 25314 | SEATTLE | WA | 98165 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| THE FRIENDSHIP CIRCLE OF WASHINGTON | ||||||||
| THE FRIENDSHIP CIRCLE OF WASHINGTON | 2737 77TH AVENUE SE | 2737 77TH AVENUE SE | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATIONG SUPPORT | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| WILDLIFE CONSERVATION SOCIETY | 2300 SOUTHERN BLVD | 2300 SOUTHERN BLVD | BRONX | NY | 10460 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| TREEHOUSE | ||||||||
| TREEHOUSE | 2100 24TH AVE S STE 200 | 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| NATIONAL MS SOCIETY | ||||||||
| NATIONAL MS SOCIETY | 192 NICKERSON ST STE 100 | 192 NICKERSON ST STE 100 | SEATTLE | WA | 98109 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| PARKINSON'S FOUNDATION | ||||||||
| PARKINSON'S FOUNDATION | 7525 SE 24TH ST STE 300 | 7525 SE 24TH ST STE 300 | MERCER ISLAND | WA | 98040 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| RIVKIN CENTER FOR OVARIAN CANCER RE | ||||||||
| RIVKIN CENTER FOR OVARIAN CANCER RESEARCH | 801 BROADWAY STE 701 | 8014 BROADWAY STE 701 | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,288 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,427 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,906 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,427 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,638 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STERLING KUDER & CO | CategoryTxt |
| Amt | $5,559 | Amt |
| Disbursements Charitable Prps | $5,559 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | LOAN FEES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2006-04-22 | AcquiredCompletedOrExpendedDt |
| Amortized | $850 | AmortizedAmt |
| Deduction For Prior Years | $298 | DeductionForPriorYearsAmt |
| Amortization Period | 25.0000 | AmortizationPeriodRt |
| Current Year Amortization | $34 | CurrentYearAmortizationAmt |
| Total Amortization | $332 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2006-04-14 | $49,347 | $11,019 | S/L | 39.0000 | $1,265 |
| LAND | 2006-04-14 | $11,748 | ||||
| LAND IMPROVEMENTS | 2006-04-14 | $4,832 | $2,818 | S/L | 15.0000 | $323 |
| PERSONAL PROPERTY CLASS 0.11 | 2006-04-14 | $156 | $156 | S/L | 7.0000 | |
| PERSONAL PROPERTY CLASS 0.12 | 2006-04-14 | $30 | $30 | S/L | 5.0000 | |
| PERSONAL PROPERTY CLASS 0.57 | 2006-04-14 | $3,117 | $3,117 | S/L | 5.0000 | |
| ROOFING | 2013-09-26 | $3,432 | $110 | S/L | 39.0000 | $88 |
| GAS LINE EXTENSIONS | 2013-09-30 | $54 | $2 | S/L | 39.0000 | $1 |
| ADA COMPLIANT ELEVATOR AUTODIALER | 2014-10-16 | $83 | S/L | 39.0000 | $2 | |
| SOLID STATE STARTER FOR ELEVATOR | 2014-12-18 | $70 | S/L | 39.0000 | $2 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB MONEY VALUE FUND | ||
| METROPOLITAN WEST TOTAL RETURN BOND | $404,420 | $396,054 |
| TEMPLETON GLOBAL BOND FUND | $135,000 | $116,726 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORNERSTONE ADVISORS PUBLIC FUND | $441,000 | $424,163 |
| CORNERSTONE ADVISORS INCOME OPP FUND | $151,000 | $114,750 |
| CORNERSTONE ADVISORS REAL ASSET FUND | $160,898 | $118,957 |
| CONRERSTONE ADVISORS GLOBAL PUBLIC | $906,000 | $750,297 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER SECURITES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $45,103 | BookValueAmt |
| EOYFMV | $45,103 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | CategoryTxt |
| Legal Fees | $2,371 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,371 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| ADVERTISING | $6 |
| CLEANING & MAINTENANCE | $59 |
| INSURANCE | $44 |
| LEGAL & PROFESSIONAL FEES | $108 |
| INTEREST | $2,651 |
| REPAIRS | $109 |
| TAXES | $847 |
| BANK CHARGES | $7 |
| MANAGEMENT FEES | $493 |
| MISCELLANEOUS | $23 |
| ASSOCIATION FEES | $1,263 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PACIFIC SYSTEMS BLDG ASSOC | Desc |
| Revenue And Expenses Per Books | $3,965 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $19,538 | Amt |
| Net Investment Income | $19,538 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $103 | $103 |
| INCOME TAX | $10,000 |