JIJI FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-05
- IRS object ID
- 201611269349100846
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T16:01:28-07:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO REICH CPA PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 BROADWAY 14 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911664723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ji Ji Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIJI | BusinessNameControlTxt |
| Phone | 2063282393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN HARPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063282393 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGO REICH | PreparerPersonNm |
| Preparation | 2016-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,413,904 | 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 | $331,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,544 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $212,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,746 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $673 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $18,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,365 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $51 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,858 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,669 | CashBOYAmt |
| Cash EOY | $13,158 | CashEOYAmt |
| Cash EOYFMV | $13,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $202,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $710,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $710,426 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $107,790 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $2,121,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,070,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,690,320 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,434 | CorporateBondsBOYAmt |
| Total Assets BOY | $2,646,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,793,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,413,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,646,206 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,793,948 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,646,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,793,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,646,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,793,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,646,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $212,740 | OtherIncreasesAmt |
| Subtotal | $2,793,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,793,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 900 ALIBABA GROUP | P | 2014-09-24 | 2015-08-24 | $59,248 | $0 | $78,753 | -$19,505 | $0 | $0 | $0 | -$19,505 |
| 40 ALLERGAN PLC | P | 2014-10-10 | 2015-09-23 | $11,519 | $0 | $9,587 | $1,932 | $0 | $0 | $0 | $1,932 |
| 2590 B&G FOODS | P | 2014-01-10 | 2015-03-15 | $72,926 | $0 | $79,573 | -$6,647 | $0 | $0 | $0 | -$6,647 |
| 140 CARLISLE COS | P | 2015-01-09 | 2015-09-15 | $13,779 | $0 | $13,122 | $657 | $0 | $0 | $0 | $657 |
| 1240 DEVON ENERGY CORP | P | 2014-10-28 | 2015-08-28 | $52,191 | $0 | $81,939 | -$29,748 | $0 | $0 | $0 | -$29,748 |
| 290 KRAFT FOODS | P | 2015-03-18 | 2015-07-02 | $4,785 | $0 | $0 | $4,785 | $0 | $0 | $0 | $4,785 |
| 22 LIBERTY LILAC | P | 2015-03-05 | 2015-08-27 | $740 | $0 | $1,159 | -$419 | $0 | $0 | $0 | -$419 |
| 465 MYLAN LABORATORIES | P | 2014-06-10 | 2015-02-27 | $26,833 | $0 | $22,901 | $3,932 | $0 | $0 | $0 | $3,932 |
| 500 MYLAN NV | P | 2014-09-14 | 2015-08-14 | $27,084 | $0 | $28,890 | -$1,806 | $0 | $0 | $0 | -$1,806 |
| 2000 MYLAN NV | P | 2015-03-02 | 2015-09-22 | $91,294 | $0 | $115,410 | -$24,116 | $0 | $0 | $0 | -$24,116 |
| 65 OCCIDENTAL PETE CORP | P | 2014-08-08 | 2015-01-09 | $4,967 | $0 | $6,254 | -$1,287 | $0 | $0 | $0 | -$1,287 |
| 40 TJX COS INC | P | 2014-06-10 | 2015-05-22 | $2,724 | $0 | $2,237 | $487 | $0 | $0 | $0 | $487 |
| 225 ADOBE SYS | P | 2014-01-24 | 2015-03-19 | $17,087 | $0 | $13,499 | $3,588 | $0 | $0 | $0 | $3,588 |
| 475 ADOBE SYS | P | 2014-01-24 | 2015-05-13 | $36,479 | $0 | $28,499 | $7,980 | $0 | $0 | $0 | $7,980 |
| 400 BANK OF AMERICA | P | 2014-06-10 | 2015-06-12 | $6,960 | $0 | $6,368 | $592 | $0 | $0 | $0 | $592 |
| 510 CAVIUM INC | P | 2012-12-18 | 2015-09-16 | $36,172 | $0 | $16,996 | $19,176 | $0 | $0 | $0 | $19,176 |
| 240 DISCOVER | P | 2014-01-10 | 2015-06-12 | $14,181 | $0 | $13,288 | $893 | $0 | $0 | $0 | $893 |
| 1200 DISCOVER | P | 2014-01-10 | 2015-07-29 | $66,184 | $0 | $66,439 | -$255 | $0 | $0 | $0 | -$255 |
| 2700 GENERAL ELECTRIC | P | 2012-05-01 | 2015-02-12 | $67,096 | $0 | $53,638 | $13,458 | $0 | $0 | $0 | $13,458 |
| .2334 GOOGLE | P | 2011-12-14 | 2015-05-08 | $126 | $0 | $72 | $54 | $0 | $0 | $0 | $54 |
| 85 GOOGLE | P | 2011-12-14 | 2015-05-13 | $45,342 | $0 | $25,881 | $19,461 | $0 | $0 | $0 | $19,461 |
| 1435 KRAFT FOODS GROUP | P | 2014-01-24 | 2015-07-02 | $23,677 | $0 | $0 | $23,677 | $0 | $0 | $0 | $23,677 |
| 33 LIBERTY LILAC GROUP-C | P | 2012-12-18 | 2015-08-27 | $1,110 | $0 | $947 | $163 | $0 | $0 | $0 | $163 |
| 690 LYONDELLBASELL INDUSTRIES | P | 2013-11-20 | 2015-04-14 | $64,143 | $0 | $53,554 | $10,589 | $0 | $0 | $0 | $10,589 |
| 540 LYONDELLBASELL INDUSTRIES | P | 2013-11-20 | 2015-04-21 | $51,621 | $0 | $41,901 | $9,720 | $0 | $0 | $0 | $9,720 |
| 420 MERCK | P | 2012-02-10 | 2015-06-12 | $24,322 | $0 | $16,173 | $8,149 | $0 | $0 | $0 | $8,149 |
| 600 MERCK | P | 2012-02-10 | 2015-08-24 | $32,811 | $0 | $22,740 | $10,071 | $0 | $0 | $0 | $10,071 |
| 1735 MYLAN LABORATORIES | P | 2014-01-24 | 2015-02-27 | $100,118 | $0 | $78,129 | $21,989 | $0 | $0 | $0 | $21,989 |
| 135 OCCIDENTAL PETE | P | 2011-06-24 | 2015-01-09 | $10,317 | $0 | $12,896 | -$2,579 | $0 | $0 | $0 | -$2,579 |
| 600 OCCIDENTAL PETE | P | 2011-06-24 | 2015-03-23 | $43,894 | $0 | $52,926 | -$9,032 | $0 | $0 | $0 | -$9,032 |
| 250 OREILLY AUTOMOTIVE | P | 2014-08-14 | 2015-08-26 | $58,769 | $0 | $38,119 | $20,650 | $0 | $0 | $0 | $20,650 |
| 550 PEPSICO | P | 2012-12-18 | 2015-03-17 | $52,002 | $0 | $38,679 | $13,323 | $0 | $0 | $0 | $13,323 |
| 250 PNC BK CORP | P | 2012-05-18 | 2015-01-29 | $21,274 | $0 | $18,291 | $2,983 | $0 | $0 | $0 | $2,983 |
| 460 TJX COS INC NEW COM | P | 2013-10-02 | 2015-05-22 | $31,331 | $0 | $25,984 | $5,347 | $0 | $0 | $0 | $5,347 |
| 670 TJX COS INC NEW COM | P | 2013-10-02 | 2015-09-15 | $47,546 | $0 | $34,849 | $12,697 | $0 | $0 | $0 | $12,697 |
| 500 UNION PACIFIC CORP | P | 2011-01-13 | 2015-05-20 | $51,194 | $0 | $24,803 | $26,391 | $0 | $0 | $0 | $26,391 |
| 200000 JP MORGAN CHASE BK BOND | P | 2013-04-12 | 2015-05-26 | $199,692 | $0 | $199,136 | $556 | $0 | $0 | $0 | $556 |
| 45 LIBERTY LILAC GROUP C | P | 2010-10-18 | 2015-08-27 | $1,513 | $0 | $743 | $770 | $0 | $0 | $0 | $770 |
| 300 UNION PACIFIC | P | 2009-05-14 | 2015-05-20 | $30,717 | $0 | $6,944 | $23,773 | $0 | $0 | $0 | $23,773 |
| 26 CA RESOURCES | P | 2012-04-04 | 2014-12-23 | $153 | $0 | $226 | -$73 | $0 | $0 | $0 | -$73 |
| 250 NOBLE ENERGY | P | 2012-06-04 | 2014-10-14 | $13,987 | $0 | $18,549 | -$4,562 | $0 | $0 | $0 | -$4,562 |
| 750 NOBLE ENERGY | P | 2012-06-04 | 2014-12-10 | $34,289 | $0 | $53,000 | -$18,711 | $0 | $0 | $0 | -$18,711 |
| 900 SCHWAB CHARLES | P | 2012-04-04 | 2014-10-14 | $22,892 | $0 | $23,434 | -$542 | $0 | $0 | $0 | -$542 |
| 294 CA RESOURCES | P | 2012-04-04 | 2014-12-23 | $1,737 | $0 | $2,378 | -$641 | $0 | $0 | $0 | -$641 |
| 245 CARLILE | P | 2013-04-10 | 2014-10-17 | $19,269 | $0 | $16,357 | $2,912 | $0 | $0 | $0 | $2,912 |
| 915 FIRST SOLAR | P | 2012-12-05 | 2014-10-17 | $49,650 | $0 | $27,011 | $22,639 | $0 | $0 | $0 | $22,639 |
| 575 GENERAL ELECTRIC | P | 2012-05-01 | 2014-10-17 | $14,375 | $0 | $12,356 | $2,019 | $0 | $0 | $0 | $2,019 |
| 150 GILEAD SCIENCES | P | 2011-01-13 | 2014-12-22 | $14,566 | $0 | $2,864 | $11,702 | $0 | $0 | $0 | $11,702 |
| 250 PIONEER NATURAL RESOURCES | P | 2012-11-28 | 2014-11-06 | $43,527 | $0 | $27,568 | $15,959 | $0 | $0 | $0 | $15,959 |
| 250 PIONEER NATURAL REOURCES | P | 2012-11-28 | 2014-12-11 | $33,824 | $0 | $26,118 | $7,706 | $0 | $0 | $0 | $7,706 |
| US TSY NT INFL INDX | P | 2009-08-27 | 2014-12-31 | $109,500 | $0 | $107,617 | $1,883 | $0 | $0 | $0 | $1,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,740 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$65,088 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,181 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,423,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149010 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $381,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,030,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.125818 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $603,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,811,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.214759 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $417,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,996,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139328 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,872,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160661 | DistributionYr5Rt |
| Total Distribution | 0.789576 | TotalDistributionRt |
| Average Distribution | 0.157915 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,645,836 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $575,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,419 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $578,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $425,408 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,838 | SubtotalAmt |
| Tax Based On Investment Income | $4,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,200 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $109 | EsPenaltyAmt |
| Tax Due | $747 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jiji.org | WebsiteAddressTxt |
| Individual With Books | MARGO REICH CPA | IndividualWithBooksNm |
| Phone | 2063282393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | 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 |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN B HARPER | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | President | 1.00 | $0 | $0 | $0 |
| CAROL J BAIRD | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Secretary | 1.00 | $0 | $0 | $0 |
| ANNE MCENANY | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Treasurer | 2.00 | $0 | $0 | $0 |
| MARGO REICH | ||||||||
| 1425 Broadway PMB 14 | Seattle | WA | 98122 | Finance director | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,358,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,701,356 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,701,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,645,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,838 | TotalTaxAmt |
| Distributable Before Adj | $177,454 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $177,454 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $177,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,408 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $425,408 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $425,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,909 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $462,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $423,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $604,296 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $381,285 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $515,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $425,408 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $425,408 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,812,756 | TotalCorpusAmt |
| Taxable2 | $164,909 | Taxable2Amt |
| Undistributed Income CY | $177,454 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $462,689 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,350,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $423,897 | ExcessFromYear4Amt |
| Excess From Year3 | $604,296 | ExcessFromYear3Amt |
| Excess From Year2 | $381,285 | ExcessFromYear2Amt |
| Excess From Year1 | $515,181 | ExcessFromYear1Amt |
| Excess From Current Year | $425,408 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE MCENANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Broadway PMB 14 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981223854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | LETTER OF INTENT AND PROPOSED BUDGET. SEE JIJI.ORG FOR GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS IN CA DEADLINE IS MARCH 18. GRANTS IN BAJA AT ANY TIME. UPDATES POSTED ON WEB SITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ECOLOGICAL EDUCATION AND HUMAN IMPACT ON THE ENVIRONMENT IN BAJA CA MEXICO AND CA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEJANDRO HIRAM CUEVA RODRIGUEZ | |||||||
| Calle 15 220 DPTO 16 | CP Ensenada | CA | 91950 | NONE | Individual | of ycaa species inResearch on polinatorsBaja CA | $3,000 |
| JONATHAN GABRIEL ESCOBAR FLORES | |||||||
| Puerto Magdalena 25 | CP Ensenada | CA | 91950 | NONE | Individual | use of water inResearch on faunaSierra Santa Isabel | $3,000 |
| KATHY KRAMER | |||||||
| 1718 Hillcrest Road | San Pablo | CA | 94806 | NONE | Individual | Bringing BackPrinting forthe Natives Project | $7,800 |
| MARIANA DELGADO FERNANDEZ | |||||||
| Bahia Magdalena 504 | Ensenada Mexico | CA | 91950 | NONE | Individual | polinators of yuccaReasearch onspecies in Baja CA | $3,000 |
| International Community Foundation | |||||||
| 2505 N Avenue | National City | CA | 91950 | PUBLIC | Various grantsapproved | $340,825 | |
| Terra Peninsular | |||||||
| 1282 Calle Tercera Zona Centrale | Ensenada Mexico | CA | 22800 | PUBLIC | and communicationsdevelopmentplan | $27,640 | |
| Endangered Habitat League | |||||||
| 8424 Santa Monica Blvd Suite A592 | Los Angeles | CA | 900694267 | PUBLIC | effectivenessInstitutionalgrant | $19,950 | |
| Western Lands Project | |||||||
| PO Box 95545 | Seattle | WA | 98145 | PUBLIC | ProjectSolar Done Right | $5,000 | |
| GONZALO DE LEON GIRON | |||||||
| Retorno Amapola 270-9 Fracc Valle D | Ensenada Mexico | CA | 22890 | NONE | Individual | raptors in ValleysDiagnosis ofof Baja | $2,256 |
| ALDO ANTONIO GUEVARA CARRIZALES | |||||||
| Universidad Autonoma de Baja CA | Carretere Tijuana | CA | 22800 | NONE | Individual | terrestrial conservationset and implementpriorities for NW Baja | $3,000 |
| CLAUDIA DELGADO RAMIREZ | |||||||
| Playa Todos Santos No 99 | Ensenada Mexico | CA | 22800 | NONE | Individual | on island communitiesEthnographic research | $400 |
| DYLAN BURGE | |||||||
| 13411 Bean Flat Road | Chico | CA | 95928 | NONE | Individual | of rare manzanitasConservation geneticsin Baja CA | $2,995 |
| PATRICIA ZALDIVAR ORTEGA | |||||||
| Universidad Autonoma de Baja CA | Ensenada Mexico | CA | 91950 | NONE | Individual | wind farms on birdsEvaluation of the efffects ofin Sierra Juarez | $3,000 |
| MINERVA ANGELA URIBE RIVERA | |||||||
| Carretera Tijuana-Ens Km 106 | Ensenada Mexico | CA | 91950 | NONE | Individual | wind farms onAssessment ofbats | $2,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,858 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,462 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $263,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,746 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LOUISE G HARPER CHARITABLE LEAD ANN | ||||||
| 1 | c/o Reeed Longyear 801 2nd Ave 1415 | Seattle | WA | 98104 | $323,750 | Yes (X) |
| KYLE TODD PUBLIC SERVICE FOUNDATION | ||||||
| 2 | 1120 Twentieth St NW | Washington | DC | 20036 | $7,500 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 Abbvie | $89,393 | $81,615 |
| 860 Adobe | $51,597 | $70,709 |
| 1050 Apple | $94,233 | $115,815 |
| 3500 Bank of Am | $46,052 | $54,530 |
| 750 CVS Health Corp | $36,766 | $72,360 |
| 910 Carlisle Cos Inc | $63,132 | $79,516 |
| 1005 Cavium | $33,151 | $61,677 |
| 820 Costco | $121,021 | $118,547 |
| 1340 Disney | $85,903 | $136,948 |
| 570 Ecolab | $60,994 | $62,540 |
| 1500 Facebook | $84,879 | $134,850 |
| 2450 General Electric | $67,479 | $61,789 |
| 720 Gilead Sciences | $24,117 | $70,697 |
| 85 Google Inc- A | $25,884 | $54,261 |
| 1090 Hershey Foods | $107,945 | $100,149 |
| 890 Illinois Tool Works | $80,488 | $73,256 |
| 1725 Kraft Foods Group | $87,113 | $121,751 |
| 550 McKesson Corp | $104,128 | $101,766 |
| 2000 Microsoft | $83,665 | $88,520 |
| 850 Moodys Corp | $85,388 | $83,470 |
| 250 OReilly Automotive | $38,119 | $62,500 |
| 775 PNC Financial Services Group | $49,845 | $69,130 |
| 1544 Proctor & Gamble | $81 | $111,075 |
| 765 Roper Industries | $47,147 | $119,876 |
| 3100 Schwab Charles Corp | $89,094 | $88,822 |
| 1000 ServiceNow | $67,229 | $69,450 |
| 830 TJX Companies | $36,542 | $59,279 |
| 1555 US Bancorp | $37,467 | $63,771 |
| 1700 Verizon Communications | $84,687 | $73,967 |
| 310 Allergan | $63,921 | $84,261 |
| 2000 Liberty Global PLC-series C | $54,321 | $82,040 |
| 890 Schlumberger | $68,583 | $61,383 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WA Sec of State License | $25 | $25 |
| Attorney Consultation | $648 | $648 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charge | $2,724 | $2,724 | |
| Web site fees | $499 | $499 | |
| Supplies | $84 | $84 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain net income | Desc |
| Amt | $212,740 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Inverness Counsel Investment advisor | CategoryTxt |
| Amt | $18,365 | Amt |
| Net Investment Income | $18,365 | NetInvestmentIncomeAmt |
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