BACON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BACON FAMILY FOUNDATION (EIN 74-3070936)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349100541
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T13:29:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208746654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSON & LACOMBE CPA'S PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3927 LAKE WASHINGTON BLVD NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980337867 | 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 | 743070936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND DEBRA BACON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4252562662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL V GRIFFITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4252562662 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4258221996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,267,731 | 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 | $155,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,626,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $307,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,984 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,159 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,316 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,843 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $78 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $78 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,751 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,751 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,488 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,819 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,742 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,652 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $665 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,987 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $449,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $449,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $563,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $533,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,433 | CashBOYAmt |
| Cash EOY | $332 | CashEOYAmt |
| Cash EOYFMV | $332 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,034 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,401,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,503,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,503,364 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,054,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $751,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $751,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,523,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,267,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,267,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,523,801 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,267,731 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,523,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,267,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,523,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,267,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,523,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,267,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,267,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CAPITAL LOSSES FROM MASTER LIMITED PARTNERSHIPS | P | $89 | -$89 | -$89 | |||
| WELLS FARGO - VARIOUS TRANSACTIONS | P | $452,270 | -$11,045 | -$11,045 | $441,225 | ||
| TEEKAY OFFSHORE PARTNERS | P | $16,150 | $1,384 | $1,384 | $17,534 | 2014-03-28 | 2014-05-21 |
| WELLS FARGO - VARIOUS TRANSACTIONS | P | $971,465 | $58,431 | $58,431 | $1,029,896 | ||
| COCA-COLA COMPANY | P | $8,386 | $3,061 | $3,061 | $11,447 | 2010-10-15 | 2014-10-29 |
| TEEKAY OFFSHORE PARTNERS | P | $12,829 | $4,706 | $4,706 | $17,535 | 2013-01-24 | 2014-05-21 |
| ENBRIDGE ENERGY PARTNERS LP | P | $14,700 | -$337 | -$337 | $14,363 | 2013-06-04 | 2014-04-10 |
| BASIS ADJ ON SALE - ENBRIDE ENERGY PARTNERS LP | P | $7,853 | $7,853 | $7,853 | 2013-06-04 | 2014-04-10 | |
| ENBRIDGE ENERGY PARTNERS LP | P | $19,712 | $252 | $252 | $19,964 | 2014-04-10 | |
| TARGA RESOURCE PARTNERS LP | P | $44,422 | $20,265 | $20,265 | $64,687 | 2014-03-12 | |
| BASIS ADJ ON SALE - TARGA RESOURCES PARTNERS LP | P | $2,025 | $2,025 | $2,025 | 2014-03-12 | ||
| CAPITAL GAINS DIVIDENDS | P | $374 | $374 | $374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,051 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,370,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $429,334 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,264,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.189610 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $407,062 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,292,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.177555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $368,341 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,567,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.235035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $362,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,104,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.327985 | DistributionYr5Rt |
| Total Distribution | 1.028922 | TotalDistributionRt |
| Average Distribution | 0.205784 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,400,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $495,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $533,146 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,528 | OverpaymentAmt |
| Applied To ES Tax | $3,528 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE GRIFFITH | IndividualWithBooksNm |
| Phone | 4252562662 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAR 4 LLC - PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN E BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DEBRA BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL V GRIFFITH | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| JOHN D BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPH A BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANTHONY R BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 25.00 | $63,159 | $16,009 | $0 |
| ALISSA B BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JOHN AND DEBRA BACON FAMILY FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 16 | Description1Txt |
| Expenses1 | $449,755 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,346,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,436,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,436,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,400,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,272 | TotalTaxAmt |
| Distributable Before Adj | $118,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $533,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $533,146 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,272 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $531,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $307,428 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $293,747 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $316,948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,328,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $533,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $414,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,743,054 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $307,428 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,435,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,354 | ExcessFromYear4Amt |
| Excess From Year3 | $293,747 | ExcessFromYear3Amt |
| Excess From Year2 | $316,948 | ExcessFromYear2Amt |
| Excess From Year1 | $120,163 | ExcessFromYear1Amt |
| Excess From Current Year | $414,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E BACON | ContributingManagerNm |
| Contributing Manager | DEBRA BACON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLEVUE HIGH SCHOOL FOOTBALL BOOSTER CLUB | |||||||
| 10416 WOLVERINE WY SE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $220 |
| BELLEVUE SCHOOLS FOUNDATION | |||||||
| PO BOX 40644 | BELLEVUE | WA | 98015 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,250 |
| BOYS AND GIRLS CLUB | |||||||
| 209 100TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $3,000 |
| DETLEF SCHREMPF FOUNDATION | |||||||
| 1904 THIRD AVENUE 339 | SEATTLE | WA | 98101 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $29,010 |
| GIRLS GIVING BACK | |||||||
| 9805 NE 116TH STREET PMB A-171 | KIRKLAND | WA | 98034 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $1,000 |
| HOPELINK | |||||||
| PO BOX 3577 | REDMOND | WA | 98073 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $9,616 |
| CANCER FOR COLLEGE | |||||||
| 28465 OLD TOWN FRONT STREET STE 315 | TEMECULA | CA | 92590 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $15,000 |
| MEDINA PTA | |||||||
| PO BOX 247 | MEDINA | WA | 98039 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $2,000 |
| JUBILEE REACH | |||||||
| 14200 SE 13TH PL | BELLEVUE | WA | 98007 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $3,467 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $140 |
| SOLID GROUND | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $460 |
| STEVENSON ELEMENTARY SCHOOL | |||||||
| 12111 NE 1ST STREET | BELLEVUE | WA | 98005 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $2,788 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $362,500 |
| LIFELONG AIDS WALK | |||||||
| PO BOX 80547 | SEATTLE | WA | 98108 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $500 |
| UNIVERSITY OF WASHINGTON | |||||||
| 407 GERBERDING HALL | SEATTLE | WA | 98195 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $13,804 |
| UPON THE ROCK MINISTRIES | |||||||
| 1500 S 336TH STREET | FEDERAL WAY | WA | 98003 | NONE | 501(C)(3) EXEMPT ORG | FUNDING OF GENERAL CHARITABLE OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $449,755 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,104 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,140 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN E AND DEBRA BACON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,751 | Amt |
| Net Investment Income | $1,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO - US MANAGED EQUITY FUND | StockNm |
| EOY Book Value | $1,503,364 | EOYBookValueAmt |
| EOYFMV | $1,503,364 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO - US MANAGED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $751,001 | BookValueAmt |
| EOYFMV | $751,001 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $78 | LegalFeesAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES | $35 | $35 | $0 | $0 |
| ADMINISTRATIVE EXPENSE | $138 | $138 | $0 | $0 |
| LOSS FROM MASTER LIMITED PARTNERSHIPS | $943 | $943 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INCOME ON INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $3,156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | $9,619 | $9,619 | $0 | $0 |
| CONSULTING | $18,688 | $1,869 | $0 | $16,819 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DEBRA BACON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $8,234 | $0 | $0 | $0 |
| PAYROLL TAX | $4,158 | $416 | $0 | $3,742 |
Comments