KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201502259349100895
- Schema version
- 2014v5.0
- 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
- Accounting Fees 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 | 2015-08-13T19:32:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | ROOM/SUITE N 2902 | AddressLine2Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN GAMORAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2015-08-12 | 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 | 2015-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,501,178 | 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 | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $408,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,389,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $408,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,720 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $486,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $482,214 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $8,900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,900 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,279 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $74 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $405,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,861 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $375,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $375,908 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,115,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,610,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,492,697 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $594,420 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $587,131 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,442 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,442 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,221,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,625,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,501,178 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $304,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $302,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $304,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $302,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,917,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,323,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,917,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,221,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,625,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,917,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $405,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,323,369 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED BNY MELLON - 1200 | P | $146,601 | $138,163 | $8,438 | $8,438 |
| SEE ATTACHED - BNY MELLON - 1200 | P | $1,243,599 | $1,178,252 | $65,347 | $65,347 |
| SEE ATTACHED -CHARLES SCHWAB - 4419 | P | $1,180,272 | $1,069,144 | $111,128 | $111,128 |
| SEE ATTACHED - CHARLES SCHWAB - 4419 | P | $759,109 | $595,018 | $164,091 | $164,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $408,503 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $119,566 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $236,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,482,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,481,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102350 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $308,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,722,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,757,570 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064511 | DistributionYr4Rt |
| Total Distribution | 0.375465 | TotalDistributionRt |
| Average Distribution | 0.093866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,473,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $232,178 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,559 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $236,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,117 | SubtotalAmt |
| Tax Based On Investment Income | $9,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $870 | OverpaymentAmt |
| Applied To ES Tax | $870 | 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 | 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 (2 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 |
| 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 | $2,291,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,752 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,170 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,473,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,117 | TotalTaxAmt |
| Distributable Before Adj | $114,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,659 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,659 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,558 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $459,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,659 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,659 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $57,899 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $57,899 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $401,135 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $401,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $155,788 | ExcessFromYear3Amt |
| Excess From Year2 | $130,948 | ExcessFromYear2Amt |
| Excess From Year1 | $114,399 | ExcessFromYear1Amt |
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 |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | FAMILY MATTER CAMPAIGN | $10,000 |
| UCLA FOUNDATION | ||||||||
| UCLA FOUNDATION | 405 HILGARD AVENUE | 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 501(C)(3) | OPERATION MEND | $2,000 |
| 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) | GENERAL OPERATING SUPPORT | $5,000 |
| 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 | $2,000 |
| UNIVERSITY OF WASHINGTON | ||||||||
| UNIVERSITY OF WASHINGTON | PO BOX 358045 | PO BOX 358045 | SEATTLE | WA | 98195 | 501(C)(3) | JEWISH STUDIES ANNIVERSARY | $1,125 |
| THERESE MULLALLY LOSH GUILD | ||||||||
| THERESE MULLALLY GUILD | PO BOX 5371 MS RC-507 | PO BOX 5371 MS RC-507 | SEATTLE | WA | 98145 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| 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 | $5,000 |
| STOLEN YOUTH | ||||||||
| STOLEN YOUTH | PO BOX 296 | PO BOX 296 | SEATTLE | WA | 98111 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| AMERICAN FDN FOR SUICIDE PREVENTION | ||||||||
| AMERICAN FDN FOR SUICIDE PREVENTION | 120 WALL STREET 29TH FL | 120 WALL STREET 29TH FL | NEW YORK | NY | 10005 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH | ||||||||
| FRED HUTCHINSON CANCER RESEARCH | 1100 FAIRVIEW AVE N | 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | 501(C)(3) | OBLITERIDE | $1,000 |
| WEST END SYNAGOGUE | ||||||||
| WEST END SYNAGOGUE | 190 AMSTERDAM AVE | 190 AMSTERDAM AVE | NEW YORK | NY | 10023 | 501(C0(3) | GENERAL OPERATING SUPPORT | $1,275 |
| KINDERING CENTER | ||||||||
| KINDERING CENTER | 16120 NE 8TH STREET | 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| BROTHERS FOR LIFE | ||||||||
| BROTHERS FOR LIFE | 120 SOUTH HANFORD ST 207 | 120 SOUTH HANFORD ST 207 | SEATTLE | WA | 98134 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| SEATTLE SYMPHONY | ||||||||
| SEATTLE SYMPHONY | 200 UNIVERSITY STREET | 200 UNIVERSITY STREET | SEATTLE | WA | 98101 | 501(C))3) | GENERAL OPERATING SUPPORT | $5,000 |
| SWEDISH MEDICAL CENTER FOUNDATION | ||||||||
| SWEDISH MEDICAL CENTER FOUNDATION | 747 BROADWAY | 747 BROADWAY | SEATTLE | WA | 98122 | 501(C)(3) | TRUE FAMILY WOMEN'S CANCER CENTER | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WA ST HOLOCAUST EDUCATION RESOURCE | BusinessNameLine1Txt |
| Business Name Line2 | WA ST HOLOCAUST EDUCATION RESOURCE CENTER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 THIRD AVENUE | AddressLine1Txt |
| Address Line2 | 2031 THIRD AVENUE | AddressLine2Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $408,503 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PACIFIC SYSTEMS | 16 | $4,499 |
| MISCELLANEOUS | 14 | $221 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $486,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,998 | 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 | $3,037 | Amt |
| Disbursements Charitable Prps | $3,037 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB MONEY VALUE FUND | $55,000 | $55,000 |
| METROPOLITAN WEST TOTAL RETURN BOND | $404,420 | $406,496 |
| TEMPLETON GLOBAL BOND FUND | $135,000 | $125,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME FUNDS | ||
| EQUITIES | ||
| ALTERNATIVE INVESTMENTS | ||
| CORNERSTONE ADVISORS PUBLIC FUND | $441,000 | $438,730 |
| CORNERSTONE ADVISORS INCOME OPP FUND | $131,000 | $120,326 |
| CORNERSTONE ADVISORS REAL ASSET FUND | $132,000 | $113,721 |
| CONRERSTONE ADVISORS GLOBAL PUBLIC | $906,000 | $819,920 |
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 | $45,442 | BookValueAmt |
| EOYFMV | $45,442 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | CategoryTxt |
| Legal Fees | $8,900 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEE | $22 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PACIFIC SYSTEMS | $4,499 |
| MISCELLANEOUS | $221 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $26,279 | Amt |
| Net Investment Income | $26,279 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $74 | Amt |
| Net Investment Income | $74 | NetInvestmentIncomeAmt |