OPUS COMMUNITY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OPUS COMMUNITY FOUNDATION (EIN 27-2413705)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-24
IRS object ID
201521759349100312
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-24T15:27:16-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1White Nelson Diehl Evans LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12875 Michelle Drive Suite 300AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272413705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Opus Community FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPUSBusinessNameControlTxt
Phone9492518113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119900 Macarthur Blvd 12TH FloorAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine EllisPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2015-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCandace M Huie CPAPreparerPersonNm
PTINP00534157PTIN
Phone7149781300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,159,210FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,034,813ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,366InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,366InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11,366InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1,046,179TotalRevAndExpnssAmt
Total Net Invst Incm$11,366TotalNetInvstIncmAmt
Total Adj Net Incm$11,366TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$9,000AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$181TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$214,323OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$223,504TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$698,730ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$698,730ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$922,234TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$698,730TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,945ExcessRevenueOverExpensesAmt
Net Investment Income$11,366NetInvestmentIncomeAmt
Adjusted Net Income$11,366AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,814CashBOYAmt
Cash EOY$120,665CashEOYAmt
Cash EOYFMV$120,665CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,997,451SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,038,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,038,545SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,035,265TotalAssetsBOYAmt
Total Assets EOY$3,159,210TotalAssetsEOYAmt
Total Assets EOYFMV$3,159,210TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,035,265UnrestrictedBOYAmt
Unrestricted EOY$3,159,210UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,035,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,159,210TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,035,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,159,210TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,035,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,945ExcessRevenueOverExpensesAmt
Subtotal$3,159,210SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,159,210TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$518,980AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,242,486NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.16006DistributionYr1Rt
Adjusted Qlfy Distri Yr2$399,803AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,679,709NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.10865DistributionYr2Rt
Adjusted Qlfy Distri Yr3$448,810AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,069,299NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11029DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$1,067,600NetVlNoncharitableAssetsYr4Amt
Total Distribution0.37900TotalDistributionRt
Average Distribution0.09475AverageDistributionRt
Net Vl Noncharitable Assets$3,050,779NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$289,061AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$114NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$289,175AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$698,730QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$114InvestmentIncomeExciseTaxAmt
Subtotal$114SubtotalAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$250AppliedToEsTaxAmt
Total Payments And Credits$250TotalPaymentsAndCreditsAmt
Overpayment$136OverpaymentAmt
Applied To ES Tax$136AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.opusbank.com/page/foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Nicole CarrilloBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492518113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119900 Macarthur Blvd 12th FloorAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Stephen Gordon
19900 Macarthur Blvd 12th flIrvineCA92612President1.00$0
Thea Stuedli
19900 Macarthur Blvd 12 FloorIrvineCA92612Former CFO1.00$0
Richard Sanchez
19900 Macarthur Blvd 12th flrIrvineCA92612Secretary1.00$0
Katherine Ellis
1990 Macarthur BlvdIrvineCA92612Executive Dir.1.00$0
Nicole Carrillo
19900 Macarthur Blvd 12 FloorirvineCA92612CFO0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,097,238AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,097,238TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,097,238AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,459CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,050,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,539MinimumInvestmentReturnAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Total Tax$114TotalTaxAmt
Distributable Before Adj$152,425DistributableBeforeAdjAmt
Distributable Before Ded$152,425DistributableBeforeDedAmt
Distributable As Adjusted$152,425DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$698,730ExpensesAndContributionsAmt
Qualifying Distributions$698,730QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$114PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$698,616AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,425DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$192,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$216,328ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$357,218ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$766,536TotalExcessDistributionCyovAmt
Qualifying Distributions$698,730QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$152,425AppliedToCurrentYearAmt
Remaining Distri From Corpus$546,305RemainingDistriFromCorpusAmt
Total Corpus$1,312,841TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,312,841ExcessDistriCyovToNextYrAmt
Excess From Year3$192,990ExcessFromYear3Amt
Excess From Year2$216,328ExcessFromYear2Amt
Excess From Year1$357,218ExcessFromYear1Amt
Excess From Current Year$546,305ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKatie SteeleRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11990 Macarthur Blvd 12th floorAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9492518129RecipientPhoneNum
Form And Info And MaterialsOpus Community Foundation Grant application FormFormAndInfoAndMaterialsTxt
Submission DeadlinesNo DeadlineSubmissionDeadlinesTxt
Restrictions On AwardsThe Opus Community Foundation (OPUSCF) Funds Qualified non-profit 501(C)(3) Organizations. OPUSCF welcomes and encourages grant proposals from organizations that improve the quality of life of individuals and families living in and around OPUS Bank's service areas. OPUSCF Targets its philanthropic efforts in the areas of affordable housing, community development, education, Financial literacy, critical health issues and the arts.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Junior Achievement of Orange County
301 East 17th St Suite 202Costa MesaCA92627None501(c)3Non-profit Organization$7,000
Affordable Housing Clearinghouse
23861 El Toro Road Suite 401Lake ForestCA92630None501(c)3Non-profit Organization$5,000
Community Action of Skagit County
330 Pacific PlaceMt VernonWA98273None501(c)3Non-profit Organization$500
Clothes for Kids
16725 52nd Ave West Suite BLynnwoodWA98037None501(c)3Non-profit Organization$5,000
Food Lifeline
1702 NE 150th StShorelineWA98155None501(c)3Non-profit Organization$8,342
Housing Hope
5830 Evergreen WayEverettWA98203None501(c)3Non-profit Organization$5,200
YWCA of Seattle-King-Snohomish
1118 5th AveSeattleWA98101None501(c)3Non-profit Organization$5,375
Boys Girls Club of Fullerton
PO Box 1283FullertonCA92836None501(c)3Non-profit Organization$6,500
The Wooden Floor
1810 North Main StreetSanta AnaCA92706None501(c)3Non-profit Organization$15,000
CHOC Children's Foundation
455 South Main StOrangeCA92868None501(c)3Non-profit Organization$15,000
Orangewood Children's Foundation
1575 East 17th StSanta AnaCA92705None501(c)3Non-profit Organization$5,500
Imagine Children's Museum
1502 Wall StreetEverettWA98201None501(c)3Non-profit Organization$50
The Joyful Child Foundation
PO Box 12680WestminsterCA92685None501(c)3Non-profit Organization$15,000
LA Goal
4911 Overland AvenueCulver CityCA90230None501(c)3Non-profit Organization$10,000
AIDS Project Los Angeles
611 S Kingsley DriveLos AngelesCA90005None501(c)3Non-profit Organization$200
American Cancer Society
1313 Broadway Ste 100TacomaWA98402None501(c)3Non-profit Organization$200
Cocoon House
2929 Pine StreetEverettWA98201None501(c)3Non-profit Organization$675
Leukemia Lymphoma Society
1311 Mamaroneck Ave Suite 301White PlainsNY10605None501(c)3Non-profit Organization$2,366
Shoreline Community College Foundat
16101 Greenwood Avenue NorthShorelineWA98133None501(c)3Non-profit Organization$250
Susan G Komen for the Cure
3191-A Airport Loop DriveCosta MesaCA92626None501(c)3Non-profit Organization$9,483
Friends of Youth
13116 NE 132nd StreetKirklandWA98034None501(c)(3)Non-profit Organization$200
Junior Achievement of Washington
1700 Westlake Ave N 400SeattleWA98109None501(c)(3)Non-profit Organization$10,000
LifeWire
PO Box 6398BellevueWA98008None501(c)(3)Non-profit Organization$5,000
Operation Jump Start
3515 Linden AvenueLong BeachCA90807None501(c)(3)Non-profit Organization$10,000
Secret Harbor
PO Box 828BurlingtonWA98233None501(c)(3)Non-profit Organization$7,500
Brigid Collins Family Support Cente
1231 N Garden St 200BellinghamWA98225None501(c)(3)Non-profit Orangization$5,000
Eastside Friends of Seniors
1121 228th Ave SESammamishWA98075None501(c)(3)Non-profit Orangization$5,000
March of Dimes
1904 3rd Ave Ste 230SeattleWA98101None501(c)(3)Non-profit Orangization$450
Snohomish County Music Project
1402 SE Everett Mall WayEverettWA98206None501(c)(3)Non-profit Orangization$6,850
Take the Next Step
202 South Sams StreetMonroeWA98272None501(c)(3)Non-profit Orangization$5,000
Arlington Kids Kloset
135 South French Ave Suite CArlingtonWA98223None501(c)(3)Non-profit Organization$10,000
ArtEast
95 Front Street NorthIssaquahWA98027None501(c)(3)Non-profit Organization$5,000
Banchero Disability Partners
13732 Midvale Ave N 103SeattleWA98133None501(c)(3)Non-profit Organization$150
Boxley Music Fund
PO Box 493North BendWA98045None501(c)(3)Non-profit Organization$1,600
Boys and Girls Club of Santa Ana
250 N Golden Circle Suite 104Santa AnaCA92705None501(c)(3)Non-profit Organization$33,600
Boys Hope Girls Hope of Southern Ca
17701 Cowan Ave Suite 150GIrvineCA92614None501(c)(3)Non-profit Organization$5,000
California Council on Economic Educ
10474 Santa Monica Blvd Suite 302Los AngelesCA90404None501(c)(3)Non-profit Organization$10,000
CASA of Contra Costa County
2020 North Broadway Suite 204Walnut CreekCA94596None501(c)(3)Non-profit Organization$5,000
Cops 4 Kids
425 South Harbor BlvdAnaheimCA92802None501(c)(3)Non-profit Organization$125
Jubilee Women's Center
620 18th Ave ESeattleWA98112None501(c)(3)Non-profit Organization$5,000
KidWorks
1902 W ChestnutSanta AnaCA92703None501(c)(3)Non-profit Organization$5,000
Kirkland Arts Center
620 Market StreetKirklandWA98033None501(c)(3)Non-profit Organization$6,750
Lennox Educational Advancement Fdtn
PO Box 1417HawthorneCA90251None501(c)(3)Non-profit Organization$5,000
Long Beach Symphony
555 East Ocean Blvd Suite 106Long BeachCA90802None501(c)(3)Non-profit Organization$5,000
Marin Center for Independent Living
710 Fourth StreetSan RafaelCA94901None501(c)(3)Non-profit Organization$5,100
Marin County Office of Education
PO Box 4925San RafaelCA94913None501(c)(3)Non-profit Organization$200
Oak View Renewal Partnership
PO Box 3476Huntington BeachCA92605None501(c)(3)Non-profit Organization$25,000
Peninsula Education Foundation
300 Paseo Del Mar APalos Verdes EstatesCA90274None501(c)(3)Non-profit Organization$5,500
Rotary Foundation of Rotary
1560 Sherman AveEvanstonIL60201None501(c)(3)Non-profit Organization$600
Sage Hill School
20402 Newport CoastNewport BeachCA92657None501(c)(3)Non-profit Organization$10,000
Seattle Art Museum
1300 First AvenueSeattleWA98101None501(c)(3)Non-profit Organization$10,000
Seattle Children's Hospital Foundat
PO Box 5371 S-200SeattleWA98145None501(c)(3)Non-profit Organization$250
Shoreline-Lake Forest Park Arts Cou
18560 1st Ave NEShorelineWA98155None501(c)(3)Non-profit Organization$350
Special Olympics of WA
1809 7th Ave Suite 1509SeattleWA98101None501(c)(3)Non-profit Organization$950
St Joseph the Worker
PO Box 13503PhoenixAZ85002None501(c)(3)Non-profit Organization$5,000
Swedish Medical Center Foundation
747 BroadwaySeattleWA98122None501(c)(3)Non-profit Organization$100
Temple Bat Yahm
1011 Cambelback StNewport BeachCA92660None501(c)(3)Non-profit Organization$1,800
United Way of Snohomish County
3120 McDougall Ave Ste 200EveretteWA98201None501(c)(3)Non-profit Organization$50
Warm Wishes
5800 Northgate Ste 250San RafaelCA94903None501(c)(3)Non-profit Organization$500
A Step Ahead
10324 Canyon Rd E Ste 203PuyallupWA98373none501(c)(3)Non-profit Organization$5,000
All the Arts for All the Kids Found
1401 W Valencia AveFullertonCA92833none501(c)(3)Non-profit Organization$7,000
Armory Center for the Arts
145 N Raymond AvePasadenaCA91103none501(c)(3)Non-profit Organization$5,000
Attain Housing
125 State StSouth KirklandWA98033none501(c)(3)Non-profit Organization$5,200
Bay Area Girls Rock Camp
PO Box 72213OaklandCA94612none501(c)(3)Non-profit Organization$2,600
Boys Girls Club of Laguna Beach
1085 Laguna Canyon RdLaguna BeachCA92651none501(c)(3)Non-profit Organization$7,000
Boys Girls Clubs of Huntington Vall
16582 Brookhurst StFountain ValleyCA92706none501(c)(3)Non-profit Organization$5,100
Boys Girls Clubs of Snohomish Count
Admin Office 9502-19th Ave SE FEveretteWA98208none501(c)(3)Non-profit Organization$10,150
Capitol Hill Housing Foundation
1620 12th Ave SteSeattleWA98122none501(c)(3)Non-profit Organization$10,000
Child Care Resources
1225 S Weller Ste 300SeattleWA98144none501(c)(3)Non-profit Organization$5,000
Clothes the Deal
PO Box 2170DowneyCA90242none501(c)(3)Non-profit Organization$2,500
Crossroads Inc
PO Box 15ClaremontCA91711none501(c)(3)Non-profit Organization$5,000
Crystal Cove Alliance
5 Crystal CoveNewport CoastCA92657none501(c)(3)Non-profit Organization$5,000
DASH Center for the Arts
1105 A Street TacomaTacomaWA98405none501(c)(3)Non-profit Organization$800
Dawson Place Child Advocacy Center
1509 California StreetEverettWA98201none501(c)(3)Non-profit Organization$10,100
El Sol Science and Arts Academy
c/o OneOC 1901 E Fourth St 100Santa AnaCA92705none501(c)(3)501(c)(3)$10,000
Emergency Food Network
3318 92nd StreetSouth LakewoodWA98499none501(c)(3)Non-profit Organization$5,000
Ethos
2 N Killingsworth StPortlandOR97217none501(c)(3)Non-profit Organization$1,300
Girls Inc of Orange County
150 Paularino D-290Costa MesaCA92626none501(c)(3)Non-profit Organization$5,000
Heritage Pointe
27356 BellogenteMission ViejoCA92691none501(c)(3)Non-profit Organization$3,600
Interfaith Association of NW WA
PO Box 12824EveretteWA98206none501(c)(3)Non-profit Organization$7,000
King County Sexual Assault Resource
PO Box 300RentonWA98057none501(c)(3)Non-profit Organization$10,000
LINC Housing Corporation
555 E Ocean Blvd Ste 900Long BeachCA90802none501(c)(3)Non-profit Organization$10,000
MOMS Orange County
1128 W Santa Ana BoulevardSanta AnaCA92703none501(c)(3)Non-profit Organization$20,000
Morongo Basin Unity Home-DomViolenc
PO Box 1662Joshua TreeCA92252none501(c)(3)Non-profit Organization$10,000
NHS Phoenix
1405 E McDowell RdPhoenixAZ85006none501(c)(3)Non-profit Organization$1,500
North Counties Family Services
Post Office Box 1103DarringtonWA98241none501(c)(3)Non-profit Organization$15,000
OC Community Housing Corp
2024 N Broadway 3rd FlSanta AnaCA92706none501(c)(3)Non-profit Organization$10,000
Ocean Park Community Center
1453 16th StreetSanta MonicaCA90404none501(c)(3)Non-profit Organization$5,000
Operation HOPE Inc
707 Wilshire Blvd Suite 3030Los AngelesCA90017none501(c)(3)Non-profit Organization$5,000
Pathways of Hope
PO Box 6326FullertonCA92834none501(c)(3)Non-profit Organization$8,000
Project Access
3900 Birch Street Ste 113Newport BeachCA92660none501(c)(3)Non-profit Organization$5,000
Rainbow Services
453 W 7th StreetSan PedroCA90731none501(c)(3)Non-profit Organization$10,000
Rebuilding Together South Sound
712 54th Ave ETacomaWA98424none501(c)(3)Non-profit Organization$5,000
Rosie's House
PO Box 13446PhoenixAZ85002none501(c)(3)Non-profit Organization$1,000
San Diego Youth Symphony Conservato
1650 El Prado 207ASan DiegoCA92101none501(c)(3)Non-profit Organization$12,600
Save the Family
125 E University DriveMesaAZ85201none501(c)(3)Non-profit Organization$10,000
Seattle Music Partners
4533 Sunnyside AveN SeattleWA98103none501(c)(3)Non-profit Organization$5,000
Serve the People
1202 E 17th Street Suite 104Santa AnaCA92701none501(c)(3)Non-profit Organization$10,000
Sherwood Community Services
402 91st Ave NELake StevensWA98258none501(c)(3)Non-profit Organization$5,000
Shoreline School District
18560 1st Avenue NEShorelineWA98155none501(c)(3)Non-profit Organization$2,531
Skagit Preschool and Resource Cente
320 Pacific PlaceMount VernonWA98273none501(c)(3)Non-profit Organization$5,000
Sound Art
2118 Wilshire Blvd 1170Santa MonicaCA90403none501(c)(3)Non-profit Organization$5,850
Taller San Jose
801 N BroadwaySanta AnaCA92701none501(c)(3)Non-profit Organization$10,000
Tarbut V'Torah Community Day School
5 Federation WayIrvineCA92603none501(c)(3)Non-profit Organization$5,000
The Florence Project
PO Box 654FlorenceAZ85132none501(c)(3)Non-profit Organization$5,000
The Street Mission Los Angeles
PO Box 57479Los AngelesCA90057none501(c)(3)Non-profit Organization$3,500
Totem Star co Seattle Neighborhood
1810 E Yesler WaySeattleWA98122none501(c)(3)Non-profit Organization$400
UMOM New Day Centers Inc
3333 E Van Buren StPhoenixAZ85008none501(c)(3)Non-profit Organization$5,000
VALLEYLIFE
1142 W Hatcher RdPhoenixAZ85021none501(c)(3)Non-profit Organization$5,000
Vietnamese Community of Orange Coun
1618 W First StreetSanta AnaCA92703none501(c)(3)Non-profit Organization$5,000
Vine Maple Place
PO Box 1092Maple ValleyWA98038none501(c)(3)Non-profit Organization$10,000
Washington CASH
2100 24th Ave Suite 380SeattleWA98144none501(c)(3)Non-profit Organization$5,000
YMCA of Snohomish County
909 Rockefeller AveEverettWA98201none501(c)(3)Non-profit Organization$10,000
AIDS Service Center
65 N Raymond Ave Ste 240PasadenaCA91103none501(c)(3)Non-profit Organization$150
AIDSLifeCycle co
LA Gay Lesbian Ctr Dpt 9383Los AngelesCA90084none501(c)(3)Non-profit Organization$250
Alameda County Community Food Bank
PO Box 2599OaklandCA94614none501(c)(3)Non-profit Organization$100
Aliso Niguel HS Marching BandColor
28000 Wolverine WayAliso ViejoCA92656none501(c)(3)Non-profit Organization$500
ALS Association - Evergreen Chapter
19115 68th Ave S Ste H-105KentWA98032none501(c)(3)Non-profit Organization$100
Alta Vista Elementary PTA
815 Knob Hill AveRedondo BeachCA90277none501(c)(3)Non-profit Organization$100
Alzheimer's Association
225 N Michigan Ave 17th FlChicagoIL60601none501(c)(3)Non-profit Organization$800
American Red Cross
2025 E Street NWWashingtonDC20006none501(c)(3)Non-profit Organization$150
Animal Aid Unlimited
6900 37th Ave SWSeattleWA98126none501(c)(3)Non-profit Organization$100
Bethany of the Northwest Foundation
PO Box 5128EverettWA98026none501(c)(3)Non-profit Organization$50
Boy Scouts of America - Seattle
PO Box 440408SeattleWA98126none501(c)(3)Non-profit Organization$100
Cancer Support Community
109 W Torrance Blvd 100Redondo BeachCA90277none501(c)(3)Non-profit Organization$210
Chief Seattle Council BSA
3120 Rainier Ave S PO Box 440408SeattleWA98114none501(c)(3)Non-profit Organization$50
Children's Hospital Research Ctr Fd
PO Box 2054OaklandCA94604none501(c)(3)Non-profit Organization$100
Crohn's Colitis Foundation of Ameri
Team Challenge 733 3rd Ave Ste 510New YorkNY10017none501(c)(3)Non-profit Organization$75
Cub Scout Pack 62
2335 Palo Verde AveLong BeachCA90815none501(c)(3)Non-profit Organization$500
Doctors Without Borders
PO Box 5022HagerstownMD21741none501(c)(3)Non-profit Organization$100
Domestic Violence Services
of Snohomish County PO Box 7EverettWA98206N/A501(c)(3)Non-profit Organization$50
Donors Choose org
134 W 37th St 11th FlNew YorkNY10018none501(c)(3)Non-profit Organization$175
Epilepsy Foundation
8301 Professional Pl Ste 200LandoverMD20785none501(c)(3)Non-profit Organization$200
Everett Rotary Youth Foundation
PO Box 1225EverettWA98206none501(c)(3)Non-profit Organization$400
First Book
1319 F St NW Ste 1000WashingtonDC20004none501(c)(3)Non-profit Organization$250
Food Bank of Contra Costa Solano
PO Box 6324ConcordCA94524none501(c)(3)Non-profit Organization$100
Foothill Unity Center
415 W Chestnut AvenueMonroviaCA91016none501(c)(3)Non-profit Organization$50
Friends of the Highly Gifted Magnet
20360 Wynfreed Lane Porter RanchPorter RanchCA91326none501(c)(3)Non-profit Organization$250
Garden Academy
276 Parker AveMaplewoodNJ07040none501(c)(3)Non-profit Organization$53
German Shepherd Rescue
5425 Pleasant Grove RoadPleasant GroveCA95668none501(c)(3)Non-profit Organization$200
Greater Kirkland Chamber of Commerc
328 Parkplace CenterKirklandWA98033none501(c)(3)Non-profit Organization$250
Huntington's Disease Society of Ame
NW Chapter WA 505 8th Ave Ste 902New YorkNY10018none501(c)(3)Non-profit Organization$50
Issaquah School Foundation
PO Box 835IssaquahWA98027none501(c)(3)Non-profit Organization$100
JDRF
26 Broadway 14th FloorNew YorkNY10004none501(c)(3)Non-profit Organization$120
Juvenile Diabetes Research Foundati
17992 Mitchell Ave South 100IrvineCA92614none501(c)(3)Non-profit Organization$200
Kirkland Downtown Association
328 Parkplace CenterKirklandWA98033none501(c)(3)Non-profit Organization$300
Kirkland Kiwanis Foundation
c/o Ross Dessert 328 19th StreetKirklandWA98033none501(c)(3)Non-profit Organization$100
Lake Stevens Lions Charitable Found
PO Box 589Lake StevensWA98258none501(c)(3)Non-profit Organization$70
Loaves and Fishes of Contra Costa
1985 Bonifacio Street 100ConcordCA94520none501(c)(3)Non-profit Organization$100
Long Beach Education Foundation at
2375 Fanwood AveLong BeachCA90815none501(c)(3)Non-profit Organization$500
Loyola Marymount University
1 LMU DriveLos AngelesCA90045none501(c)(3)Non-profit Organization$250
LWIT Foundation
11605 132 Avenue NEKirklandWA98034none501(c)(3)Non-profit Organization$150
Memorial Sloan-Kettering Cancer Cen
1275 York AveNew YorkNY10065none501(c)(3)Non-profit Organization$50
Mount Baker Council BSA
BSA 1715 - 100th Pl SE Suite BEverettWA98208none501(c)(3)Non-profit Organization$100
National MPS Society
PO Box 14686DurhamNC27709none501(c)(3)Non-profit Organization$100
NPH USA
1800 112th Avenue NE Suite 308-EBellevueWA98004none501(c)(3)Non-profit Organization$250
O'Dea High School
802 Terry AvenueSeattleWA98104none501(c)(3)Non-profit Organization$100
Providence Hospice of Seattle Found
425 Pontius Ave N Ste 300SeattleWA98104none501(c)(3)Non-profit Organization$200
Sacred Heart Parish
9460 NE 14th StreetBellevueWA98004none501(c)(3)Non-profit Organization$450
Seattle University
901 12th Ave PO Box 222000SeattleWA98122none501(c)(3)Non-profit Organization$100
Seattle's Union Gospel Mission
PO Box 202SeattleWA98111none501(c)(3)Non-profit Organization$500
Shoreline Public Schools Foundation
18560 First Ave NEShorelineWA98155none501(c)(3)Non-profit Organization$150
Shoreline Rotary Foundation
PO Box 60113ShorelineWA98160none501(c)(3)Non-profit Organization$70
Smile Train
PO Box 9623WashingtonDC20090none501(c)(3)Non-profit Organization$100
Sno-King Youth Club
PO Box 505EdmondsWA98020none501(c)(3)Non-profit Organization$50
Soroptimist International of Sno-Ki
PO Box 5539LynnwoodWA98046none501(c)(3)Non-profit Organization$270
Sounds of Autism
4366 N 156th DrGoodyearAZ85395none501(c)(3)Non-profit Organization$300
St Jude Children's Research Hospita
501 St Jude PlaceMemphisTN38105none501(c)(3)Non-profit Organization$500
Stop Sam
1150 Lake Hearn Drive Ste 640AtlantaGA30342none501(c)(3)Non-profit Organization$200
The 5th Avenue Theatre
1326 5th Ave Ste 735SeattleWA98101none501(c)(3)Non-profit Organization$150
The ALS Association
Gift Processing Ctr PO Box 6051Albert LeaMN56007none501(c)(3)Non-profit Organization$100
The Salvation Army
Donation Process Ctr PO Box 60006PrescottAZ86304none501(c)(3)Non-profit Organization$100
Union Rescue Mission
545 S San Pedro StLos AngelesCA90013none501(c)(3)Non-profit Organization$100
University of Washington
PO Box 359505SeattleWA98195none501(c)(3)Non-profit Organization$100
World Vision
PO Box 70359TacomaWA98481none501(c)(3)Non-profit Organization$50
World Wildlife Fund
PO Box 97180WashingtonDC20090none501(c)(3)Non-profit Organization$240
YWCA - Pasadena-Foothill Valley
1015 N Lake Ave Ste 205PasadenaCA91104none501(c)(3)Non-profit Organization$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$698,730TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,366ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,366ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcYes (true)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
Opus Bank
1b(6)$150,870Opus Bank pays all general and administrative costs incurred by the Foundation, includingcompensation and benefits of the Opus Bank employees that provide services on behalf of the Foundation.
OPUS BANK
1c$58,113Other general and administrative costs incurred by the Foundation.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$9,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Administrative Fees$208,984
licenses & permits$85
Membership/Subscriptions$5,254

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonOpus BankPersonNm

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$181Amt

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