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KATHLEEN SUTTON INSPIRATIONAL FUND: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KATHLEEN SUTTON INSPIRATIONAL FUND (EIN 26-1344262)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202513089349201931
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-04T16:21:50-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840795096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DALBY WENDLAND & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1605AddressLine1Txt
CityMONTROSECityNm
State AbbreviationCOStateAbbreviationCd
ZIP814021605ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261344262EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN SUTTON INSPIRATIONAL FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone2063888660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA CARRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2063888660PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN L FEZER CPAPreparerPersonNm
PTINP00046323PTIN
Phone9702497701PhoneNum
Preparation2025-10-27PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressKATHLEENSUTTON.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$101,581GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$42,075ContributionsGiftsGrantsEtcAmt
Program Service Revenue$612ProgramServiceRevenueAmt
Investment Income$49,060InvestmentIncomeAmt
Fundraising Gross Income$9,834FundraisingGrossIncomeAmt
Special Events Net Income Loss$9,834SpecialEventsNetIncomeLossAmt
Total Revenue$101,581TotalRevenueAmt
Grants And Similar Amounts Paid$153,662GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$759SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$8,800FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$1,492PrintingPublicationsPostageAmt
Other Expenses Total$16,313OtherExpensesTotalAmt
Total Expenses$181,026TotalExpensesAmt
Excess Or Deficit For Year-$79,445ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$463,372NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$383,927NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$42,191BOYAmt
EOY$23,042EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$421,563BOYAmt
EOY$360,885EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$463,754BOYAmt
EOY$383,927EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$382BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$463,372BOYAmt
EOY$383,927EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE KATHLEEN SUTTON FUND PROVIDES REIMBURSEMENT FOR TRANSPORTATION EXPENSES TO WOMEN UNDERGOING CANCER TREATMENT WHO LIVE IN CLALLAM, JEFFERSON, KITSAP, AND MASON COUNTIES. COVERED EXPENSES INCLUDE MILEAGE, FERRY FARES, PARKING, BRIDGE TOLLS, AND OTHER TRANSIT-RELATED COSTS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FUND PROVIDES TRANSPORTATION REIMBURSEMENT TO WOMEN ON THE KITSAP AND OLYMPIC PENINSULAS WHO INCUR EXPENSIVE TRAVEL COSTS IN CONJUNCTION WITH THEIR CANCER TREATMENT.DescriptionProgramSrvcAccomTxt
Grants And Allocations$153,662GrantsAndAllocationsAmt
Program Service Expenses$155,778ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$155,778TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VALERIE ROTMARK
CLIENT ADVOCATE6.00$0$0$0
VIVI-ANN PARNELL
FOUNDER-NON VOTING0.00$0$0$0
LORI DURHAM
DIRECTOR1.00$0$0$0
ANDREA MANCHESTER
DIRECTOR1.00$0$0$0
CECILE MCCARTY
DIRECTOR1.00$0$0$0
BARBARA CARR
PRESIDENT5.00$0$0$0
RYAN BLACK
TREASURER5.00$0$0$0
MARGARET LOVELESS
SECRETARY1.00$0$0$0
CHERYL BLOOM
VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN BLACK TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 727AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98346ZIPCd
FieldValueIRS element (for citing)
Phone3602658252PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,063CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,128CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,314CurrentTaxYearMinus1YearAmt
Current Tax Year$32,075CurrentTaxYearAmt
Total$336,790TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$132,539CurrentTaxYearMinus1YearAmt
Current Tax Year$20,446CurrentTaxYearAmt
Total$332,192TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,118CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$166,019CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,853CurrentTaxYearMinus1YearAmt
Current Tax Year$52,521CurrentTaxYearAmt
Total$668,982TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,814CurrentTaxYearMinus1YearAmt
Current Tax Year$6,825CurrentTaxYearAmt
Total$46,276TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,894CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,949CurrentTaxYearMinus1YearAmt
Current Tax Year$5,651CurrentTaxYearAmt
Total$102,786TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,296CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,969CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,763CurrentTaxYearMinus1YearAmt
Current Tax Year$12,476CurrentTaxYearAmt
Total$149,062TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$519,920PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,118CurrentTaxYearMinus1YearAmt
Current Tax Year$77,317CurrentTaxYearAmt
Total$114,045TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,118CurrentTaxYearMinus1YearAmt
Current Tax Year$77,317CurrentTaxYearAmt
Total$114,045TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,228CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$113,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$176,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$245,971CurrentTaxYearMinus1YearAmt
Current Tax Year$129,838CurrentTaxYearAmt
Total$783,027TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.66400PublicSupportCY509Pct
Public Support PY5090.71760PublicSupportPY509Pct
Investment Income CY0.14560InvestmentIncomeCYPct
Investment Income PY0.04660InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: PERSHING ADVISOR SOLUTIONS. AMOUNT: 43,441. DESCRIPTION: LIBERTY BANK. AMOUNT: 82. DESCRIPTION: DIVIDENDS AND OTHER INCOME. AMOUNT: 5,537. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 49,060.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: TRANSPORTATION REIMBURSEMENT. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 153,662. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 153,662.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: INSURANCE. AMOUNT: 2,264. DESCRIPTION: FEES. AMOUNT: 172. DESCRIPTION: PAYROLL TAX. AMOUNT: 64. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 1,760. DESCRIPTION: CLIENT ASSISTANCE COSTS. AMOUNT: 2,117. DESCRIPTION: OTHER FUNDRAISING EVENTS. AMOUNT: 2,212. DESCRIPTION: MEMBERSHIP AND DUES. AMOUNT: 75. DESCRIPTION: ALL OTHER EXPENSES. AMOUNT: 4,722. DESCRIPTION: WEBSITE AND MARKETING. AMOUNT: 1,413. DESCRIPTION: LUNCHEON EXPENSES. AMOUNT: 1,514. TOTAL TO FORM 990-EZ, LINE 16: 16,313.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 421,563. END OF YEAR AMOUNT: 360,885.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 382. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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