HIS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HIS FOUNDATION (EIN 91-6512367)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-02-15
IRS object ID
201610469349100306
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-15T10:37:13-08:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY ACCOUNTING TAX SVCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12519 15th Ave SAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916512367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISFBusinessNameControlTxt
Phone2062321980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12737 78TH AVE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES CASSANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2062321980PhoneNum
Signature2016-02-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANA LONGPreparerPersonNm
Phone2068608552PhoneNum
Preparation2016-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$739,520FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$325,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$519DividendsRevAndExpnssAmt
Dividends Net Invst Incm$519DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,519TotalRevAndExpnssAmt
Total Net Invst Incm$519TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$35LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,074ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,074ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,709TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$183,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$141,810ExcessRevenueOverExpensesAmt
Net Investment Income$519NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$597,436CashBOYAmt
Cash EOY$739,254CashEOYAmt
Cash EOYFMV$739,254CashEOYFMVAmt
Other Assets BOY$274OtherAssetsBOYAmt
Other Assets EOY$266OtherAssetsEOYAmt
Other Assets EOYFMV$266OtherAssetsEOYFMVAmt
Total Assets BOY$597,710TotalAssetsBOYAmt
Total Assets EOY$739,520TotalAssetsEOYAmt
Total Assets EOYFMV$739,520TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$597,710UnrestrictedBOYAmt
Unrestricted EOY$739,520UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$597,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$739,520TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$597,710TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$739,520TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$597,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$141,810ExcessRevenueOverExpensesAmt
Subtotal$739,520SubtotalAmt
Tot Net Ast Or Fund Balances EOY$739,520TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$189,249AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$554,529NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.341279DistributionYr1Rt
Adjusted Qlfy Distri Yr2$189,257AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$554,529NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.341293DistributionYr2Rt
Adjusted Qlfy Distri Yr3$165,120AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$739,043NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.223424DistributionYr3Rt
Adjusted Qlfy Distri Yr4$139,993AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$909,142NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.153984DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,282AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$901,244NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.155654DistributionYr5Rt
Total Distribution1.215634TotalDistributionRt
Average Distribution0.243127AverageDistributionRt
Net Vl Noncharitable Assets$658,316NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$160,054AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$160,059AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$183,074QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5SubtotalAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$266EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$266TotalPaymentsAndCreditsAmt
Original Return Overpayment-$266OriginalReturnOverpaymentAmt
Overpayment$261OverpaymentAmt
Applied To ES Tax$261AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTUCK HOOIndividualWithBooksNm
Phone2062321980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12737 78TH AVE SE STE 201AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980402843ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES T CASSAN
2737 78TH AVE SE STE 201MERCER ISLANDWA98040TRUSTEE10.00$10$0$0
DORIS O CASSAN
2737 78TH AVE SE STE 201MERCER ISLANDWA98040TRUSTEE10.00$10$0$0
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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$668,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$668,341TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$668,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,025CashDeemedCharitableAmt
Net Vl Noncharitable Assets$658,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,916MinimumInvestmentReturnAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Total Tax$5TotalTaxAmt
Distributable Before Adj$32,911DistributableBeforeAdjAmt
Distributable Before Ded$32,911DistributableBeforeDedAmt
Distributable As Adjusted$32,911DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$183,074ExpensesAndContributionsAmt
Qualifying Distributions$183,074QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$183,069AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,911DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$95,265ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,574ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$128,186ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,856ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,539ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$594,420TotalExcessDistributionCyovAmt
Qualifying Distributions$183,074QualifyingDistributionsAmt
Applied To Current Year$32,911AppliedToCurrentYearAmt
Remaining Distri From Corpus$150,163RemainingDistriFromCorpusAmt
Total Corpus$744,583TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$95,265ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$649,318ExcessDistriCyovToNextYrAmt
Excess From Year4$94,574ExcessFromYear4Amt
Excess From Year3$128,186ExcessFromYear3Amt
Excess From Year2$114,856ExcessFromYear2Amt
Excess From Year1$161,539ExcessFromYear1Amt
Excess From Current Year$150,163ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIOLA UNIVERSITY
13800 BIOLA AVELA MIRADACA96639PFSCHOLARSHIP$36,133
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263PFSCHOLARSHIP$2,500
GONZAGA UNIVERSITY
POBOX 3463SPOKANEWA99220PFSCHOLARSHIP$38,370
UC REGENTS
U OF CALIFORNIA 1156 HIGH STREETSANTA CRUZCA95064PFSCHOLARSHIP$51,191
COMMON SENSE OF OREGON
2007 STATE STREETSALEMOR97301PFCHARITY CONTRIBUTION$300
FREE WHEELCHAIR MISSION
POBOX 52001 DEPT 921PHOENIXAZ85072PFCHARITY CONTRIBUTION$10,000
COMPETITIVE ENTERPRISES INSTITUTE
PO BOX 96640WASHINGTONDC20090PFCHARITY CONTRIBUTION$500
CHRIST THE CORNERSTONE CHURCH
10608 NE 125TH PLKIRKLANDWA98034PFCHARITY CONTRIBUTION$5,000
LOW INCOME HOUSING INSTITUTE
2407 1ST AVENUESEATTLEWA98121PFCHARITY CONTRIBUTION$5,080
THE GREATER SEATTLE CHINESE CHAMBER OF COMMERCE
POBOX 3182SEATTLEWA98114PFCHARITY CONTRIBUTION$1,500
LEGACY INSTITUTE
POBOX 82746KENMOREWA98028PFCHARITY CONTRIBUTION$2,500
THE URBAN ALTERNATIVE
PO BOX 4000DALLASTX75208PFCHARITY CONTRIBUTION$2,500
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920PFCHARITY CONTRIBUTION$2,500
(no name)
$0
HEART OF HOPE
POBOX 2001VANCOUVERWA98668PFCHARITY CONTRIBUTION$2,500
VIETNAM SCHOLARSHIP FOUNDATION
PO BOX 16016SEATTLEWA98116PFCHARITY CONTRIBUTION$4,000
(no name)
$0
NICOLAS FUND FOR EDUCATION
9311 SE 36TH STREET SUITE 202MERCER ISLANDWA98040PFCHARITY CONTRIBUTION$3,500
(no name)
$0
EASTERN NEW MEXICO UNIVERSITY
1500 SOUTH AVENUE KPORTALESNM88130PFCHARITY CONTRIBUTION$5,000
THE SALVATION ARMY
111 QUEEN ANNE AVENUE NOSEATTLEWA98109PFCHARITY CONTRIBUTION$5,000
UNION GOSPEL MISSION
POBOX 202SEATTLEWA98111PFCHARITY CONTRIBUTION$2,500
OPERATION NIGHT WATCH
302 14TH AVENUE SOSEATTLEWA98144PFCHARITY CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,074TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$519ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$519ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$519TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CASSAN ENTERPRISES INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12737 78TH AVE SE STE 201AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$325,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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