JIJI FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JIJI FOUNDATION (EIN 91-1664723)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349102037
- Schema version
- 2013v4.0
- 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
- Expenditure Responsibility Stmt
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:45:59-07:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO REICH CPA PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 WESTLAKE AVE N | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981091916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | 2730 Westlake Ave North | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981091916 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN HARPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063282393 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGO REICH | PreparerPersonNm |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $3,515,148 | 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 | $341,749 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,783 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $296,132 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,476 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $385,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,319 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,476 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,594 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,429 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,203 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,817 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,086 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,455 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $631 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $510,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,476 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,959 | CashBOYAmt |
| Cash EOY | $26,357 | CashEOYAmt |
| Cash EOYFMV | $26,357 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $207,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,905 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $105,682 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $107,790 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $110,182 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,859,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,121,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,975,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $197,434 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $199,916 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,520,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,655,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,515,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,520,027 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,655,894 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,520,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,655,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,520,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,655,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,520,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $296,132 | OtherIncreasesAmt |
| Subtotal | $2,655,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,655,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 215 American Express | P | 2012-03-02 | 2014-01-24 | $19,071 | $0 | $11,401 | $7,670 | $0 | $0 | $0 | $7,670 |
| 985 American Express | P | 2012-03-02 | 2014-06-24 | $93,947 | $0 | $52,232 | $41,715 | $0 | $0 | $0 | $41,715 |
| 385 Baxter | P | 2012-02-10 | 2013-10-02 | $24,621 | $0 | $21,812 | $2,809 | $0 | $0 | $0 | $2,809 |
| 250 Baxter Intl | P | 2013-04-10 | 2013-10-02 | $15,988 | $0 | $17,851 | -$1,863 | $0 | $0 | $0 | -$1,863 |
| 445 Baxter Intl | P | 2011-11-15 | 2013-10-02 | $28,458 | $0 | $24,369 | $4,089 | $0 | $0 | $0 | $4,089 |
| 300 Chicago Bridge | P | 2013-12-04 | 2014-06-26 | $20,358 | $0 | $22,808 | -$2,450 | $0 | $0 | $0 | -$2,450 |
| 625 Chicago Bridge | P | 2013-12-04 | 2014-07-01 | $43,145 | $0 | $47,517 | -$4,372 | $0 | $0 | $0 | -$4,372 |
| 435 Conocophillips | P | 2014-01-08 | 2014-05-01 | $32,597 | $0 | $30,353 | $2,244 | $0 | $0 | $0 | $2,244 |
| 405 Devon Energy | P | 2012-05-30 | 2014-01-08 | $27,533 | $0 | $24,168 | $3,365 | $0 | $0 | $0 | $3,365 |
| 15 Devon Energy | P | 2009-02-03 | 2014-01-08 | $1,020 | $0 | $947 | $73 | $0 | $0 | $0 | $73 |
| 135 Devon Energy | P | 2011-03-22 | 2014-01-08 | $9,178 | $0 | $12,590 | -$3,412 | $0 | $0 | $0 | -$3,412 |
| 380 Devon Energy | P | 2011-08-22 | 2014-01-08 | $25,834 | $0 | $32,875 | -$7,041 | $0 | $0 | $0 | -$7,041 |
| 210 Disney | P | 2012-04-19 | 2014-01-24 | $15,444 | $0 | $8,893 | $6,551 | $0 | $0 | $0 | $6,551 |
| 630 Dover | P | 2013-05-29 | 2014-09-10 | $54,525 | $0 | $40,944 | $13,581 | $0 | $0 | $0 | $13,581 |
| 520 Exxon Mobil | P | 2012-11-28 | 2014-08-14 | $51,442 | $0 | $45,833 | $5,609 | $0 | $0 | $0 | $5,609 |
| 1185 Fastenal | P | 2013-01-17 | 2013-12-04 | $54,883 | $0 | $54,586 | $297 | $0 | $0 | $0 | $297 |
| 440 Fastenal | P | 2013-04-10 | 2013-12-04 | $20,378 | $0 | $21,916 | -$1,538 | $0 | $0 | $0 | -$1,538 |
| 700 Gilead Sciences | P | 2011-01-13 | 2014-05-19 | $57,224 | $0 | $13,366 | $43,858 | $0 | $0 | $0 | $43,858 |
| 250 Gilead Sciences | P | 2011-01-13 | 2014-09-18 | $26,391 | $0 | $4,773 | $21,618 | $0 | $0 | $0 | $21,618 |
| 680 Grupo Televisa SA GDR | P | 2012-09-14 | 2014-01-24 | $19,162 | $0 | $16,883 | $2,279 | $0 | $0 | $0 | $2,279 |
| 890 Grupo Televisa SA GDR | P | 2012-09-14 | 2014-03-31 | $27,884 | $0 | $22,097 | $5,787 | $0 | $0 | $0 | $5,787 |
| 125 Home Depot | P | 2011-06-24 | 2014-05-12 | $9,752 | $0 | $4,405 | $5,347 | $0 | $0 | $0 | $5,347 |
| 295 Ishares Barclays | P | 2013-04-12 | 2014-06-10 | $31,098 | $0 | $31,112 | -$14 | $0 | $0 | $0 | -$14 |
| 315 Knowles | P | 2014-03-03 | 2014-04-22 | $9,654 | $0 | $8,309 | $1,345 | $0 | $0 | $0 | $1,345 |
| 145 Liberty Global | P | 2010-10-18 | 2014-01-24 | $11,483 | $0 | $8,349 | $3,134 | $0 | $0 | $0 | $3,134 |
| 198 Liberty Media-Starz Ser A | P | 2010-10-18 | 2014-04-21 | $25,030 | $0 | $13,405 | $11,625 | $0 | $0 | $0 | $11,625 |
| 595 Macy's | P | 2012-11-28 | 2013-10-02 | $25,708 | $0 | $24,045 | $1,663 | $0 | $0 | $0 | $1,663 |
| 575 Macy's | P | 2012-11-28 | 2014-03-13 | $33,960 | $0 | $23,237 | $10,723 | $0 | $0 | $0 | $10,723 |
| 1455 Mondelez Intl | P | 2012-12-18 | 2013-11-27 | $49,138 | $0 | $37,184 | $11,954 | $0 | $0 | $0 | $11,954 |
| 480 Murphy Oil | P | 2014-01-08 | 2014-05-12 | $29,269 | $0 | $30,248 | -$979 | $0 | $0 | $0 | -$979 |
| 99 Nortel Networks Corp | P | 2014-01-24 | 2014-01-24 | $1 | $0 | $0 | $1 | $0 | $0 | $0 | $1 |
| 20 Occidental Petroleum | P | 2014-08-08 | 2014-09-09 | $19,645 | $0 | $19,938 | -$293 | $0 | $0 | $0 | -$293 |
| 1050 Petsmart | P | 2013-08-27 | 2014-01-14 | $71,205 | $0 | $73,572 | -$2,367 | $0 | $0 | $0 | -$2,367 |
| 100 Pioneer Natural Resources | P | 2012-11-28 | 2014-06-10 | $21,906 | $0 | $12,379 | $9,527 | $0 | $0 | $0 | $9,527 |
| 100000 Predential PLC | P | 2014-06-24 | 2014-09-18 | $99,936 | $0 | $99,933 | $3 | $0 | $0 | $0 | $3 |
| 700 Qualcomm | P | 2012-04-27 | 2014-05-01 | $55,224 | $0 | $44,955 | $10,269 | $0 | $0 | $0 | $10,269 |
| 900 Qualcomm | P | 2011-09-27 | 2014-05-01 | $71,002 | $0 | $46,551 | $24,451 | $0 | $0 | $0 | $24,451 |
| 380 SPDR DB Intl Govt Infl-Protected | P | 2013-04-12 | 2014-06-10 | $23,138 | $0 | $23,937 | -$799 | $0 | $0 | $0 | -$799 |
| 485 Tractor Supply | P | 2012-06-06 | 2014-01-24 | $68,578 | $0 | $46,126 | $22,452 | $0 | $0 | $0 | $22,452 |
| 35 Tractor Supply | P | 2013-01-25 | 2014-01-24 | $4,949 | $0 | $3,293 | $1,656 | $0 | $0 | $0 | $1,656 |
| 360 Union Pacific | P | 2011-03-13 | 2014-06-10 | $36,666 | $0 | $26,848 | $9,818 | $0 | $0 | $0 | $9,818 |
| 1515 US Bancorp | P | 2009-12-08 | 2014-01-24 | $48,306 | $0 | $30,224 | $18,082 | $0 | $0 | $0 | $18,082 |
| 2375 Weyerhaeuser | P | 2012-07-13 | 2013-11-20 | $70,254 | $0 | $55,764 | $14,490 | $0 | $0 | $0 | $14,490 |
| 335 Weyerhaeuser | P | 2013-07-02 | 2013-11-20 | $9,909 | $0 | $9,417 | $492 | $0 | $0 | $0 | $492 |
| 400 Whirlpool | P | 2014-03-13 | 2014-08-14 | $59,635 | $0 | $57,599 | $2,036 | $0 | $0 | $0 | $2,036 |
| 100 Whirlpool | P | 2014-06-10 | 2014-08-14 | $14,908 | $0 | $14,261 | $647 | $0 | $0 | $0 | $647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $296,132 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,476 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $381,285 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,030,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125818 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $603,766 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,811,365 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.214759 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,996,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $461,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,872,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.160661 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $441,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,699,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.163675 | DistributionYr5Rt |
| Total Distribution | 0.804241 | TotalDistributionRt |
| Average Distribution | 0.160848 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,423,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $553,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $510,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,244 | SubtotalAmt |
| Tax Based On Investment Income | $6,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,915 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,915 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,915 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $103 | EsPenaltyAmt |
| Tax Due | $3,432 | 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 | IndividualWithBooksNm |
| Phone | 2063282393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 Westlake Ave North | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981091916 | ZIPCode |
| 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 | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN B HARPER | ||||||||
| 2730 Westlake Ave N | Seattle | WA | 98109 | President | 1.00 | $0 | $0 | $0 |
| CAROL J BAIRD | ||||||||
| 2730 Westlake Ave N | Seattle | WA | 98109 | Secretary | 1.00 | $0 | $0 | $0 |
| ANNE MCENANY | ||||||||
| 2730 Westlake Ave N | Seattle | WA | 98109 | Treasurer | 2.00 | $0 | $0 | $0 |
| MARGO REICH | ||||||||
| 2730 Westlake Ave N | Seattle | WA | 98109 | Finance director | 2.00 | $12,594 | $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 | $3,110,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,475,933 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,475,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,423,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,244 | TotalTaxAmt |
| Distributable Before Adj | $164,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $510,181 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $510,181 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $510,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $138,787 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $442,035 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $462,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $423,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $604,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $381,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,314,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $510,181 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $510,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,824,383 | TotalCorpusAmt |
| Taxable2 | $138,787 | Taxable2Amt |
| Undistributed Income CY | $164,946 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $442,035 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,382,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $462,689 | ExcessFromYear4Amt |
| Excess From Year3 | $423,897 | ExcessFromYear3Amt |
| Excess From Year2 | $604,296 | ExcessFromYear2Amt |
| Excess From Year1 | $381,285 | ExcessFromYear1Amt |
| Excess From Current Year | $510,181 | 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 | 2730 Westlake Ave North | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981091916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063282393 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INTENT AND PROPOSED BUDGET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THREE TIMES A YEAR. POSTED ON WEB SITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ECOLOGICAL EDUCATION AND HUMAN IMPACT ON THE ENVIRONMENT ON THE PACIFIC COAST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JORGE SIMANCAS | |||||||
| Calle Central 8 1 Deleg Coyoacan | Alaianza | CA | 91950 | NONE | Individual | researchNoctural rodent | $14,000 |
| KATHY KRAMER | |||||||
| 1718 Hillcrest Road | San Pablo | CA | 94806 | NONE | Individual | Bringing BackPrinting forthe Natives Project | $7,000 |
| YESSICA EDITH MEDINA CASTRO | |||||||
| Orquideas 114 Col Jardines | Ensenada | CA | 91950 | NONE | Individual | impactsResearch on Tourism | $2,638 |
| International Community Foundation | |||||||
| 2505 N Avenue | National City | CA | 91950 | PUBLIC | Various grantsapproved | $477,095 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,733 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $296,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $340,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,319 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | 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 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Margo Reich Accounting & tax prep | CategoryTxt |
| Amt | $12,594 | Amt |
| Net Investment Income | $8,429 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY KRAMER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1718 Hillcrest Road | AddressLine1 |
| City | San Pablo | City |
| State | CA | State |
| ZIP Code | 94806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-01-24 | GrantDt |
| Grant | $7,000 | GrantAmt |
| Purpose Of Grant | PRINTING OF BROCHURE TO SUPPORT "BRINGING BACK THE NATIVES GARDEN TOUR" | PurposeOfGrantTxt |
| Expended By Grantee | $7,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 04/02/14 | DatesOfReportsByGranteeTxt |
| Verification | 2014-04-02 | VerificationDt |
| Results Of Verification | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS WERE DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT. | ResultsOfVerificationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORGE SIMANCAS | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Calle Central 8 1 Delg Coyoacan | AddressLine1 |
| City | Alainza | City |
| Country | MX | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-10-08 | GrantDt |
| Grant | $14,000 | GrantAmt |
| Purpose Of Grant | RESEARCH ON NOCTURAL RODENT COMMUNITY IN RESERVA NATURAL VALLE TRANQUILLO. | PurposeOfGrantTxt |
| Expended By Grantee | $14,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Feb 2014 | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS WERE DIVERTED TO ANY OTHER ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF RELIABILITY OF THE REPORT FROM THE GRANTEE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP Morgan Chase .7288% 06/13/16 | BondNm |
| EOY Book Value | $197,434 | EOYBookValueAmt |
| EOYFMV | $199,916 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1560 Adobe | $93,595 | $107,936 |
| 1050 Apple | $94,233 | $105,788 |
| 1690 B&G Foods | $54,333 | $46,560 |
| 3900 Bank of Am | $52,420 | $66,495 |
| 750 CVS Health Corp | $36,766 | $59,693 |
| 1045 Carlisle Cos Inc | $69,179 | $83,997 |
| 1515 Cavium | $50,147 | $75,341 |
| 705 Disney | $29,854 | $62,766 |
| 1440 Discover Financial Services | $79,727 | $92,722 |
| 1035 Facebook | $47,960 | $81,806 |
| 915 First Solar | $27,011 | $60,216 |
| 3275 General Electric | $65,994 | $83,906 |
| 750 Gilead Sciences | $14,320 | $79,838 |
| 85 Google Inc- A | $25,884 | $50,015 |
| 85 Google Inc Cl C | $25,952 | $49,076 |
| 700 Illinois Tool Works | $61,784 | $59,094 |
| 1435 Kraft Foods Group | $69,113 | $80,934 |
| 400 McKesson Corp | $76,449 | $77,868 |
| 1020 Merck | $38,912 | $60,465 |
| 1500 Microsoft | $62,215 | $69,540 |
| 2200 Mylan Laboratories | $101,030 | $100,078 |
| 1000 Noble Energy | $71,549 | $68,360 |
| 500 OReilly Automotive | $76,239 | $75,180 |
| 800 Occidental Petroleum | $74,679 | $76,920 |
| 1025 PNC Financial Services Group | $68,136 | $87,720 |
| 550 Pepsico | $38,680 | $51,199 |
| 500 Pioneer Natural Resources | $53,686 | $98,485 |
| 1544 Proctor & Gamble | $81 | $129,294 |
| 765 Roper Industries | $47,147 | $111,911 |
| 2500 Schwab Charles Corp | $64,778 | $73,475 |
| 2000 TJX Companies | $99,613 | $118,340 |
| 1555 US Bancorp | $37,467 | $65,045 |
| 800 Union Pacific | $31,748 | $86,736 |
| 1000 Verizon Communications | $49,958 | $49,990 |
| 300 Activis PLC | $61,525 | $72,384 |
| 1560 Liberty Global PLC-series C | $33,908 | $63,983 |
| 1230 Lyondellbasell Industries | $95,455 | $133,652 |
| 580 Schlumberger | $39,959 | $58,980 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $107,790 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $110,182 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WA Sec of State License | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
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 | $2,455 | $2,455 | |
| Web site fees | $499 | $499 | |
| Supplies | $132 | $132 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital gain net income | Description |
| Amount | $296,132 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Inverness Counsel Investment advisor | CategoryTxt |
| Amt | $17,203 | Amt |
| Net Investment Income | $17,203 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes withheld | $26 | $26 |
| Excise Taxes | $3,340 |
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