BETA

MARKS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MARKS FAMILY FOUNDATION (EIN 46-1352263)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201642289349100114
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T08:48:04-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581107697PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEROTTA MADDOCKS EVANS & CO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREENE STREET SUITE 200AddressLine1Txt
CityAUGUSTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461352263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARKS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone2069569471PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE NO 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN J MARKSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2069569471PhoneNum
Signature2016-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAM J SEROTTAPreparerPersonNm
PTINP00011386PTIN
Phone7067225337PhoneNum
Preparation2016-08-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,175,692FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$298,935ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$184,923DividendsRevAndExpnssAmt
Dividends Net Invst Incm$184,923DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$336,226NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,284,644GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$336,226CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$272,606OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,092,690TotalRevAndExpnssAmt
Total Net Invst Incm$521,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$73,568OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$73,568OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1,042InterestRevAndExpnssAmt
Interest Net Invst Incm$1,042InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$12,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$153,908OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$244,743TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,610TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,725TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$493,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$493,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$738,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,610TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$497,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$354,497ExcessRevenueOverExpensesAmt
Net Investment Income$446,539NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$483,245SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$703,723SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$703,723SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,238,004CorporateStockBOYAmt
Corporate Stock EOY$8,965,931CorporateStockEOYAmt
Corporate Stock EOYFMV$9,065,877CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$406,092OtherAssetsEOYAmt
Other Assets EOYFMV$406,092OtherAssetsEOYFMVAmt
Total Assets BOY$9,721,249TotalAssetsBOYAmt
Total Assets EOY$10,075,746TotalAssetsEOYAmt
Total Assets EOYFMV$10,175,692TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,721,249RetainedEarningBOYAmt
Retained Earning EOY$10,075,746RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,721,249TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,075,746TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,721,249TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,075,746TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,721,249TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$354,497ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,075,746SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,075,746TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTOCK SALESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$3,284,644GrossSalesPriceAmt
Cost Or Other Basis$2,948,418CostOrOtherBasisAmt
Gain Or Loss$336,226GainOrLossAmt
Gains Minus Excess Or Losses$336,226GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$336,226CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$512,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,063,244NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050926DistributionYr1Rt
Adjusted Qlfy Distri Yr2$335,003AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,960,827NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033632DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,457,861NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.084558TotalDistributionRt
Average Distribution0.028186AverageDistributionRt
Net Vl Noncharitable Assets$9,999,244NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$281,839AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,465NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$286,304AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$497,175QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,465InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,465SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,465TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,400TotalPaymentsAndCreditsAmt
Overpayment$1,935OverpaymentAmt
Applied To ES Tax$1,935AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIAN J MARKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2069569471PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBRIAN J MARKSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 FIRST AVENUE 2700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98121ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,151,941AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$593,484AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$406,092FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,151,517TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,151,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$152,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,999,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$499,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$499,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,465TaxBasedOnInvestmentIncomeAmt
Total Tax$4,465TotalTaxAmt
Distributable Before Adj$495,497DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$495,497DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$495,497DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$497,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$497,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,465PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$492,710AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$495,497DistributableAsAdjustedAmt
Undistributed Income PY$139,966UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$497,175QualifyingDistributionsAmt
Applied To Year1$139,966AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$357,209AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$138,288UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN J MARKSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUGUSTA JEWISH COMMUNITY CENTER
898 WEINBERGER WAYEVANSGA30809NONE501(C)(3)UNRESTRICTED$10,000
CLASSICAL 981
10 HARRISON STREET SUITE 100SEATTLEWA98109NONE501(C)(3)UNRESTRICTED$3,500
FIRST PLACE SCHOOL
P O BOX 22536SEATTLEWA98122NONE501(C)(3)UNRESTRICTED$10,000
MORRIS MUSEUM OF ART
ONE TENTH STREETAUGUSTAGA30901NONE501(C)(3)UNRESTRICTED$10,000
PILCHUCK GLASS SCHOOL
1201 316TH STREET NWSTANWOODWA98282NONE501(C)(3)UNRESTRICTED$31,450
RONALD MCDONALD HOUSE OF AUGUSTA
P O BOX 14189AUGUSTAGA30919NONE501(C)(3)UNRESTRICTED$5,000
SEATTLE OPERA
1020 JOHN STREETSEATTLEWA98109NONE501(C)(3)UNRESTRICTED$275,000
SEATTLE SYMPHONY
P O BOX 21906SEATTLEWA981113669NONE501(C)(3)UNRESTRICTED$125,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON ST 107SEATTLEWA98109NONE501(C)(3)UNRESTRICTED$2,500
ALZHEIMER'S ASSOCIATION
106 SRP DREVANSGA30809NONE501(C)(3)UNRESTRICTED$1,000
UNITED WAY
1765 BROAD STAUGUSTAGA30904NONE501(C)(3)UNRESTRICTED$10,000
BOYS & GIRLS CLUB OF THE CSRA
206 MILLEDGE RDAUGUSTAGA30904NONE501(C)(3)UNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$493,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184,923ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$272,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$336,226ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$793,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$793,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BRIAN J MARKS
12000 FIRST AVENUE 2700SEATTLEWA98121$247,885Yes (X)
BRIAN J MARKS
22000 FIRST AVENUE 2700SEATTLEWA98121$51,050Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property219 SH AT&T, 160 SH GILEAD SCIENCES, 40 SH INCYTE CORP, 140 SH NETFLIX, 40 SH SKYWORKSNoncashPropertyDesc
Fair Market Value$51,050FairMarketValueAmt
Received2015-08-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND ACCOUNTINGCategoryTxt
Amt$3,725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$8,965,931EOYBookValueAmt
EOYFMV$9,065,877EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICYDesc
EOY Book Value$406,092EOYBookValueAmt
EOYFMV$406,092EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINSURANCE POLICY PREMIUMSDesc
Revenue And Expenses Per Books$153,908RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGAIN ON SURRENDER OF LIFE INSURANCE POLICYDesc
Revenue And Expenses Per Books$272,606RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$272,606AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$73,568Amt
Net Investment Income$73,568NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,724$0$0
TAXES$9,776$0$0

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