JUNE & JULIAN FOSS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JUNE & JULIAN FOSS FOUNDATION (EIN 91-1798171)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-08-14
IRS object ID
201522269349100967
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)
Return2015-08-14T16:16:03-05:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 A STREET SUITE 600AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984024205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911798171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNE AND JULIAN FOSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNEBusinessNameControlTxt
Phone2535659094PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 PARADISE PKWYAddressLine1Txt
CityFIRCRESTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98466ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERRY FOSSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2535659094PhoneNum
Signature2015-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNANCY SCHAUERPreparerPersonNm
PTINP01326437PTIN
Phone2535724100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Taxable PFYes (X)Organization501c3TaxablePFInd
FMV Assets EOY$7,791,536FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,678InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,678InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$156,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$156,943DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$300,197NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,878,599GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$300,197CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$461,818TotalRevAndExpnssAmt
Total Net Invst Incm$461,818TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$21,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,785OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,785OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$26,898TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,260TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$44,993OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$42OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,951OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$150,476TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$51,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75,751TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$378,476TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$51,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$303,751TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,342ExcessRevenueOverExpensesAmt
Net Investment Income$410,731NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,219CashBOYAmt
Cash EOY$614CashEOYAmt
Cash EOYFMV$614CashEOYFMVAmt
Sav And Temp Cash Invst BOY$446,890SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$531,431SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$531,431SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,254,966CorporateStockBOYAmt
Corporate Stock EOY$6,298,273CorporateStockEOYAmt
Corporate Stock EOYFMV$6,298,273CorporateStockEOYFMVAmt
Corporate Bonds BOY$788,227CorporateBondsBOYAmt
Corporate Bonds EOY$961,218CorporateBondsEOYAmt
Corporate Bonds EOYFMV$961,218CorporateBondsEOYFMVAmt
Total Assets BOY$7,493,302TotalAssetsBOYAmt
Total Assets EOY$7,791,536TotalAssetsEOYAmt
Total Assets EOYFMV$7,791,536TotalAssetsEOYFMVAmt
Accounts Payable BOY$100AccountsPayableBOYAmt
Accounts Payable EOY$38AccountsPayableEOYAmt
Total Liabilities BOY$100TotalLiabilitiesBOYAmt
Total Liabilities EOY$38TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,493,202RetainedEarningBOYAmt
Retained Earning EOY$7,791,498RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,493,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,791,498TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,493,302TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,791,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,493,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,342ExcessRevenueOverExpensesAmt
Other Increases$214,954OtherIncreasesAmt
Subtotal$7,791,498SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,791,498TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,264,926$965,824$299,102$299,102
PUBLICLY TRADED SECURITIESP$613,533$612,578$955$955
PLAINS ALL AMERICAN K-1P$90$90$90
CAPITAL GAIN DIVIDENDSP$50$50$50
FieldValueIRS element (for citing)
Capital Gain Net Income$300,197CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$308,333AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,871,395NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044872DistributionYr1Rt
Adjusted Qlfy Distri Yr2$232,841AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,018,794NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038686DistributionYr2Rt
Adjusted Qlfy Distri Yr3$309,562AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,910,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052377DistributionYr3Rt
Adjusted Qlfy Distri Yr4$286,133AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,726,570NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049966DistributionYr4Rt
Adjusted Qlfy Distri Yr5$293,775AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,408,979NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054312DistributionYr5Rt
Total Distribution0.240213TotalDistributionRt
Average Distribution0.048043AverageDistributionRt
Net Vl Noncharitable Assets$7,683,301NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$369,129AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,107NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$373,236AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$303,751QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,215InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,215SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,215TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,748EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,748TotalPaymentsAndCreditsAmt
Overpayment$3,533OverpaymentAmt
Applied To ES Tax$3,533AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FOSS-FOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JUNE & JULIAN FOSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2535659094PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11101 PARADISE PKWYAddressLine1Txt
CityFIRCRESTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98466ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES M FOSS
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$3,400$0$0
CONRADO DOMINGUEZ
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$3,400$0$0
JEAN M FOSS
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$2,200$0$0
JERRY FOSS
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$3,400$0$0
JILLIAN FOSS
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$3,400$0$0
JULIE ANN STUHR
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$3,400$0$0
TELMA PENA
1101 PARADISE PKWYFIRCRESTWA98466DIRECTOR2.00$2,400$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,216,240AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$530,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$53,715FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,800,306TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,800,306AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$117,005CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,683,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$384,165MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$384,165MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,215TaxBasedOnInvestmentIncomeAmt
Total Tax$8,215TotalTaxAmt
Distributable Before Adj$375,950DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$375,950DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$375,950DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$303,751ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$303,751QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$303,751AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$375,950DistributableAsAdjustedAmt
Undistributed Income PY$289,160UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$303,751QualifyingDistributionsAmt
Applied To Year1$289,160AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,591AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$361,359UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTERNATIVE FAMILY SERVICES
401 ROLAND WAY 100OAKLANDCA94607PCACCOMPLISH CHARITABLE PURPOSE$5,000
ANN MARTIN CENTER
1375 55TH ST EMERYVILLEEMERYVILLECA94608PCACCOMPLISH CHARITABLE PURPOSE$3,000
ANT FARM
39140 PROCTOR BOULEVARDSANDYOR97055PCACCOMPLISH CHARITABLE PURPOSE$9,000
ASIA PACIFIC CULTURAL CENTER
4851 SOUTH TACOMA WAYTACOMAWA984094446PCACCOMPLISH CHARITABLE PURPOSE$5,000
BIBLE STUDY FELLOWSHIP
19001 HUEBNER ROADSAN ANTONIOTX78258PCACCOMPLISH CHARITABLE PURPOSE$500
BILL WILSON CENTER
3490 THE ALAMEDASANTA CLARACA95050PCACCOMPLISH CHARITABLE PURPOSE$9,000
BOYS & GIRLS CLUBS
3875 SOUTH 66TH STREET SUITE 101TACOMAWA98409PCACCOMPLISH CHARITABLE PURPOSE$12,000
BOYS & GIRLS CLUBS
3875 SOUTH 66TH STREET SUITE 101TACOMAWA98409PCACCOMPLISH CHARITABLE PURPOSE$500
BRADY CENTER
840 FIRST STREET NE SUITE 400WASHINGTONDC20002PCACCOMPLISH CHARITABLE PURPOSE$300
BUILDING THE BRIDGES
7209 S PUGET SOUND AVETACOMAWA98409PCACCOMPLISH CHARITABLE PURPOSE$5,000
CAMP FIRE USA ORCA - THE GREATER TACOMA COMMUNITY FOUNDATION
622 TACOMA AVE SOUTH SUITE 3TACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$1,500
COMMUNITY VIOLENCE SOLUTIONS
2101 VAN NESS STSAN PABLOCA948063622PCACCOMPLISH CHARITABLE PURPOSE$5,000
COMMUNITY VIOLENCE SOLUTIONS
2101 VAN NESS STSAN PABLOCA948063622PCACCOMPLISH CHARITABLE PURPOSE$3,000
CROSS WORLD
10000 N OAK TRAFFICWAYKANSAS CITYMO641552010PCACCOMPLISH CHARITABLE PURPOSE$1,000
EPILEPSY FOUNDATION NORTHWEST
5251 NE GLISAN A338PORTLANDOR97213PCACCOMPLISH CHARITABLE PURPOSE$3,000
EPILEPSY FOUNDATION NORTHWEST
5251 NE GLISAN A338PORTLANDOR97213PCACCOMPLISH CHARITABLE PURPOSE$1,600
EXPERIENCE CORPS BAY AREA
3925 NORIEGA STSAN FRANCISCOCA94122PCACCOMPLISH CHARITABLE PURPOSE$5,000
FAMILY SERVICE AGENCY OF SAN FRANCISCO
1010 GOUGH ST SAN FRANCISCOSAN FRANCISCOCA941097622PCACCOMPLISH CHARITABLE PURPOSE$5,000
FAMLIY COUNSELING SERVICES IN MIAMI
7412 SUNSET DRIVEMIAMIFL331434130PCACCOMPLISH CHARITABLE PURPOSE$6,000
FISH FOOD BANK
621 TACOMA AVE S 202TACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$500
FRED FINCH YOUTH CENTER
3800 COOLIDGE AVEOAKLANDCA946023311PCACCOMPLISH CHARITABLE PURPOSE$3,750
FRIEND OF SHISHUR SEVAY
751 FRANKLIN AVE SUITE 145BROOKLYNNY11238PCACCOMPLISH CHARITABLE PURPOSE$3,000
GABRIEL'S ANGELS
1550 E MARYLAND AVENUE SUITE 1PHOENIXAZ85014PCACCOMPLISH CHARITABLE PURPOSE$300
GIG HARBOR BOATSHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98335PCACCOMPLISH CHARITABLE PURPOSE$500
GLOBAL ROOTS
PO BOX 28416PORTLANDOR97228PCACCOMPLISH CHARITABLE PURPOSE$9,000
GLOBAL ROOTS
PO BOX 28416PORTLANDOR97228PCACCOMPLISH CHARITABLE PURPOSE$100
GOODWILL OF THE OLY RAINIER HQ
TACOMA GOODWILL 714 S 27TH STTACOMAWA984098130PCACCOMPLISH CHARITABLE PURPOSE$5,000
HABITAT FOR HUMANITY
4824 S TACOMA WAYTACOMAWA98409PCACCOMPLISH CHARITABLE PURPOSE$1,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA984170381PCACCOMPLISH CHARITABLE PURPOSE$1,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA984170381PCACCOMPLISH CHARITABLE PURPOSE$100
HOMELESS CHILDREN'S NETWORK
3265 17TH ST STE 404 SAN FRANCISCOSAN FRANCISCOCA941101259PCACCOMPLISH CHARITABLE PURPOSE$5,000
HOP
117 PUYALLUP AVETACOMAWA98421PCACCOMPLISH CHARITABLE PURPOSE$500
JOB CARR CABIN MUSEUM
2350 N 30TH STTACOMAWA98403PCACCOMPLISH CHARITABLE PURPOSE$1,000
JOIN
1435 NE 81ST AVE SUITE 100PORTLANDOR97213PCACCOMPLISH CHARITABLE PURPOSE$1,200
KAIROS WA
PO BOX 7104BELLEVUEWA980081104PCACCOMPLISH CHARITABLE PURPOSE$1,000
MARY'S PLACE
PO BOX 1711SEATTLEWA98111PCACCOMPLISH CHARITABLE PURPOSE$5,000
METROPOLITAN DEVELOPMENT COUNCIL
945 FAWCETT AVETACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$4,000
MIND BODY AWARENESS PROJECT
3700 EAST 12TH ST SUITE 3 BOAKLANDCA94601PCACCOMPLISH CHARITABLE PURPOSE$7,500
MINNESOTA LIFE COLLEGE
7501 LOGAN AVENUE SOUTH STE 2ARICHFIELDMN55423PCACCOMPLISH CHARITABLE PURPOSE$1,000
MINNESOTA LIFE COLLEGE
7501 LOGAN AVENUE SOUTH STE 2ARICHFIELDMN55423PCACCOMPLISH CHARITABLE PURPOSE$9,000
NARIKA
P O BOX 14014BERKELEYCA947120000PCACCOMPLISH CHARITABLE PURPOSE$4,500
NEAT STUFF
2624 NW 21ST TERRACEMIAMIFL331427113PCACCOMPLISH CHARITABLE PURPOSE$5,000
NEW PHOEBE HOUSE
PO BOX 5245TACOMAWA98415PCACCOMPLISH CHARITABLE PURPOSE$3,500
NEW PHOEBE HOUSE
PO BOX 5245TACOMAWA98415PCACCOMPLISH CHARITABLE PURPOSE$1,000
NEW PHOEBE HOUSE
PO BOX 5245TACOMAWA98415PCACCOMPLISH CHARITABLE PURPOSE$1,000
NORTHWEST LEADERSHIP FOUNDATION
717 TACOMA AVE SO STE ATACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$500
NORTHWEST LEADERSHIP FOUNDATION
717 TACOMA AVE SO STE ATACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$500
NW HAITI DEVELOPMENT
C/O NICK BRIEJER 4907 51ST ST CT ETACOMAWA98443PCACCOMPLISH CHARITABLE PURPOSE$1,000
OLIVE CREST
902 MARKET ST SUITE 202TACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$100
PLU
12180 PARK AVENUE SOUTHTACOMAWA98447PCACCOMPLISH CHARITABLE PURPOSE$500
PLU
12180 PARK AVENUE SOUTHTACOMAWA98447PCACCOMPLISH CHARITABLE PURPOSE$2,500
PATCHES
335 SOUTH KROME AVENUEFLORIDA CITYFL33034PCACCOMPLISH CHARITABLE PURPOSE$300
PATCHES
335 SOUTH KROME AVENUEFLORIDA CITYFL33034PCACCOMPLISH CHARITABLE PURPOSE$2,000
PEACE COMMUNITY CENTER
2106 S CUSHMAN AVETACOMAWA984053438PCACCOMPLISH CHARITABLE PURPOSE$500
PEACE OUT
PO BOX 64534TACOMAWA98464PCACCOMPLISH CHARITABLE PURPOSE$5,000
PRISON PET PARTNERSHIP PROGRAM
9601 BUJACICH RDGIG HARBORWA98332PCACCOMPLISH CHARITABLE PURPOSE$100
PROJECT LEMONADE
355 6TH STREETLAKE OSWEGOOR97034PCACCOMPLISH CHARITABLE PURPOSE$1,500
RAINBOW CENTER
2215 PACIFIC AVETACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$4,000
ROCKY MOUNTAIN INSTITUTE
1820 FOLSOM STREETBOULDERCO80302PCACCOMPLISH CHARITABLE PURPOSE$1,000
SAN FRANCISCO CHILD ABUSE PREVENTION CENTER
1757 WALLER STREETSAN FRANCISCOCA941172727PCACCOMPLISH CHARITABLE PURPOSE$5,000
SCHWAB FUND CHARITABLE GIVING
PO BOX 628298ORLANDOFL32862PCACCOMPLISH CHARITABLE PURPOSE$10,000
SCHWAB FUND CHARITABLE GIVING
PO BOX 628298ORLANDOFL32862PCACCOMPLISH CHARITABLE PURPOSE$200
SCRIPTURE UNION
PO BOX 215VALLEY FORGEPA19481PCACCOMPLISH CHARITABLE PURPOSE$1,000
SEATTLE UNION GOSPEL MISSION
PO BOX 202SEATTLEWA981110202PCACCOMPLISH CHARITABLE PURPOSE$2,000
SOAR FOR YOUTH
P O BOX 1291BERKELEYCA947011291PCACCOMPLISH CHARITABLE PURPOSE$3,750
SOCIAL VENTURE PARTNERS
221 NW 2ND AVENUE SUITE 210EPORTLANDOR97209PCACCOMPLISH CHARITABLE PURPOSE$6,300
SOS CHILDRENS VILLAGES
1620 I STREET NW SUITE 900WASHINGTONDC20006PCACCOMPLISH CHARITABLE PURPOSE$3,000
ST MARK'S LUTHERAN CHURCH
6730 NORTH 17TH STREETTACOMAWA98406PCACCOMPLISH CHARITABLE PURPOSE$2,000
ST MARK'S LUTHERAN CHURCH
6730 NORTH 17TH STREETTACOMAWA98406PCACCOMPLISH CHARITABLE PURPOSE$200
STAND FOR CHILDREN
902 MARKET STREETTACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$2,500
STERNE SCHOOL
2690 JACKSON STREETSAN FRANCISCOCA94118PCACCOMPLISH CHARITABLE PURPOSE$4,000
TACOMA RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$500
THE DREAM FOUNDATION
1528 CHAPALA STREET SUITE 304SANTA BARBARACA93101PCACCOMPLISH CHARITABLE PURPOSE$2,000
URBAN GRACE
902 MARKET STREETTACOMAWA98402PCACCOMPLISH CHARITABLE PURPOSE$1,000
VIRGINIA MASON FOUNDATION
PO BOX 1930 MF D1-MFSEATTLEWA981119866PCACCOMPLISH CHARITABLE PURPOSE$700
WACAP
PO BOX 88948SEATTLEWA98138PCACCOMPLISH CHARITABLE PURPOSE$200
WACAP
PO BOX 88948SEATTLEWA98138PCACCOMPLISH CHARITABLE PURPOSE$3,000
YOUTH ALIVE
3300 ELM STREETOAKLANDCA94609PCACCOMPLISH CHARITABLE PURPOSE$3,000
YOUTH ENRICHMENT STRATEGIES
2811 MACDONALD AVERICHMONDCA94804PCACCOMPLISH CHARITABLE PURPOSE$3,000
ZION'S RIVER
4602 SOUTH 56TH STREETTACOMAWA98409PCACCOMPLISH CHARITABLE PURPOSE$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,678ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$156,943ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$300,197ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$461,818ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$461,818TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP. FEESCategoryTxt
Amt$9,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,200DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPUBLICLY TRADED SECURITIESBondNm
EOY Book Value$961,218EOYBookValueAmt
EOYFMV$961,218EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$6,298,273EOYBookValueAmt
EOYFMV$6,298,273EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$676$0$676
POSTAGE$134$0$134
MEMBERSHIP DUES$1,820$0$1,820
MEETING EXPENSES$8,374$0$8,374
ADMINISTRATIVE EXPENSES$74$0$74
RETREAT EXPENSES$5,701$0$5,701
ONLINE PROGRAMS GRANT TECHNOLOGY$28,172$0$28,172
PLAINS ALL-AMERICAN PIPELINE$42$42$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$214,954Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$47,785Amt
Net Investment Income$47,785NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,260$3,260$0
TAXES$23,638$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.