THE STROUM FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE STROUM FAMILY FOUNDATION (EIN 91-1362111)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102604
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:41:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262650843 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4699 NE WOODSON LN STE 319 | AddressLine1Txt |
| City | BAINBRIDGE ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981102270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911362111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CSMF | BusinessNameControlTxt |
| Phone | 2064676767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SIXTH AVENUE STE 3434 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981212807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA STROUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2064676767 | PhoneNum |
| Signature | 2015-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY BAUER MACDONALD | PreparerPersonNm |
| PTIN | P00844693 | PTIN |
| Phone | 2067801912 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,602,640 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,000 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $493,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $349,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,177 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,031 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35,396 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $36,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,497 | CashBOYAmt |
| Cash EOY | $64,884 | CashEOYAmt |
| Cash EOYFMV | $64,884 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,930,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,964,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,537,756 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,942,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,029,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,602,640 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $100,800 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $100,800 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,842,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,928,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,942,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,029,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,942,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,029,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,942,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,226 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,033,085 | SubtotalAmt |
| Other Decreases | $3,820 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,029,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,150 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,456 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,439,829 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,106,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,773 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,027,275 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035948 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,452,366 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $456,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002193 | DistributionYr5Rt |
| Total Distribution | 0.161382 | TotalDistributionRt |
| Average Distribution | 0.032276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,648,810 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,045 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,527 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,482 | SubtotalAmt |
| Tax Based On Investment Income | $3,482 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,482 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $78 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CYNTHIA STROUM | IndividualWithBooksNm |
| Phone | 2064676767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SIXTH AVE STE 3434 | AddressLine1Txt |
| Address Line2 | 2001 SIXTH AVE STE 3434 | AddressLine2Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA STROUM | ||||||||
| 2001 SIXTH AVENUE STE 3434 | SEATTLE | WA | 98121 | PRES/TREAS | 5.00 | $0 | $0 | $0 |
| COURTNEY STROUM MEAGER | ||||||||
| 2001 SIXTH AVENUE STE 3434 | SEATTLE | WA | 98128 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,656,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,719,604 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,719,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,648,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,482 | TotalTaxAmt |
| Distributable Before Adj | $228,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $223,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $219,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $218,216 | UndistributedIncomePYAmt |
| Qualifying Distributions | $223,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $218,216 | AppliedToYear1Amt |
| Applied To Current Year | $5,034 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $223,925 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| AJC GLOBAL JEWISH ADVOCACY SEATTLE | |||||||
| 21010 FOURTH AVE | SUITE 330 | SEATTLE | WA | 98121 | GENERAL SUPPORT | $1,250 | |
| AMARA | |||||||
| 3300 E UNION ST | SEATTLE | WA | 98122 | ANNUAL SUPPORT | $1,500 | ||
| ANIMAL AID USA | |||||||
| 200 SPRINGDALE LANE | WILLIAMSTOWN | NJ | 08094 | ANNUAL SUPPORT | $500 | ||
| ARTSFUND | |||||||
| 10 HARRISON STREET | SUITE 200 | SEATTLE | WA | 98109 | ANNUAL SUPPORT | $1,000 | |
| BALAGAN THEATRE | |||||||
| 1524 HARVARD AVE | SEATTLE | WA | 98122 | ANNUAL SUPPORT | $1,000 | ||
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | SCHOLARSHIP | $2,500 | ||
| BUSH SCHOOL | |||||||
| 3400 EAST HARRISON ST | SEATTLE | WA | 98112 | ANNUAL SUPPORT | $1,000 | ||
| CAMP SOLOMON SCHECHTER | |||||||
| 117 E LOUISA 110 | SEATTLE | WA | 98102 | ANNUAL SUPPORT | $1,500 | ||
| CENTER FOR CHILDREN AND | |||||||
| 615 SECOND AVE | SUITE 275 | SEATTLE | WA | 98104 | ANNUAL SUPPORT | $1,000 | YOUTH JUSTICE |
| COUNCIL OF AMER AMBASSADORS | |||||||
| 888 17TH ST NW SUITE 306 | WASHINGTON | DC | 20006 | ANNUALSUPPORT | $2,000 | ||
| FIFTH AVENUE THEATER | |||||||
| 1308 5TH AVENUE | SEATTLE | WA | 98101 | ANNUAL SUPPORT | $20,000 | ||
| FRED HUTCHINSON CANCER CENTER | |||||||
| 4800 SAND POINT WAY | SEATTLE | WA | 98205 | ANNUAL SUPPORT | $10,000 | ||
| HOPE FOR HEROISM | |||||||
| 270 SOUTH HANFORD STREET | SUITE 207 | SEATTLE | WA | 98134 | ANNUAL SUPPORT | $2,500 | |
| HUMANE SOCIETY OF SEATTLE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | GENERAL SUPPORT | $25,000 | ||
| HUMANE SOCIETY OF THE US | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | ANNUAL SUPPORT | $5,000 | ||
| ISRAEL 21C | |||||||
| 44 MONTGOMERY ST | 41ST FLOOR | SAN FRANCISCO | CA | 94104 | GENERAL SUPPORT | $1,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | ANNUAL SUPPORT | $10,000 | ||
| KCTS 9 | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | GENERAL SUPPORT | $2,500 | ||
| KUOW PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE | SUITE 310 | SEATTLE | WA | 98105 | GENERAL SUPPORT | $1,000 | |
| LEADERS UP | |||||||
| 2401 ELLIOTT AVE | SUITE 375 | SEATTLE | WA | 98121 | ANNUAL SUPPORT | $1,000 | |
| MOCKINGBIRD SOCIETY | |||||||
| 2100 24TH AVE S | SUITE 240 | SEATTLE | WA | 98144 | ANNUAL SUPPORT | $3,500 | |
| MOUNTAINS TO SOUND GREENWAY | |||||||
| 911 WESTERN AVE | SUITE 203 | SEATTLE | WA | 98104 | ANNUAL SUPPORT | $1,000 | |
| PACIFIC NW RESEARCH INST | |||||||
| 720 BROADWAY | SEATTLE | WA | 98122 | ANNUAL SUPPORT | $2,500 | ||
| PANCREATIC CANCER ACTION | |||||||
| 1500 ROSECRANS AVE | SUITE 200 | MANHATTEN BEACH | CA | 90266 | AACR FELLOWSHIP | $50,000 | NETWORK |
| PATH | |||||||
| 2201 WESTLAKE AVENUE | SUITE 200 | SEATTLE | WA | 98121 | ANNUAL SUPPORT | $5,000 | |
| REPUBLIC SCHOOLS | |||||||
| 41 PEABODY ST | NASHVILLE | TN | 37210 | ANNUAL SUPPORT | $2,500 | ||
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | ANNUAL SUPPORT | $1,000 | ||
| SEATTLE CHILDREN'S HOSPITAL | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | CLOWN CARE ENDOWMENT | $10,000 | ||
| SEATTLE REPERTORY THEATRE | |||||||
| 155 MERCER ST | SEATTLE | WA | 98109 | ANNUAL SUPPORT | $10,000 | ||
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | ANNUAL SUPPORT | $1,000 | ||
| SEATTLE THEATRE GROUP | |||||||
| 911 PINE STREET | SEATTLE | WA | 98101 | ANNUAL SUPPORT | $1,000 | ||
| SPECIAL OLYMPICS | |||||||
| 1809 7TH AVE | SUITE 1509 | SEATTLE | WA | 98101 | GENERAL SUPPORT | $1,000 | |
| UNITED HATZALAH OF ISRAEL | |||||||
| 208 EAST 51ST STREET | SUITE 303 | NEW YORK | NY | 10022 | GENERAL SUPPORT | $2,500 | |
| USC ANNENBERG SCHOOL | |||||||
| 3502 WATTS WAY | LOS ANGELES | CA | 90089 | ANNUAL SUPPORT | $10,000 | ||
| USC SHOAH FDN | |||||||
| 650 W 35TH ST | SUITE 114 | LOS ANGELES | CA | 90889 | ANNUAL SUPPORT | $10,000 | |
| VIRGINIA MASON FOUNDATION | |||||||
| PO BOX 1930 | SEATTLE | WA | 98111 | ANNUAL SUPPORT | $5,000 | ||
| WASHINGTON GLOBAL HEALTH ALLIANCE | |||||||
| 1809 7TH AVE | SUITE 901 | SEATTLE | WA | 98101 | GENERAL SUPPORT | $1,000 | |
| WA STATE HOLOCAUST EDUCATION | |||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | ANNUAL SUPPORT | $15,000 | RESOURCE CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,726 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $348,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,726 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,903 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1927.270 BLACKROCK GLOBAL ALLOCATIO | 2013-12 | PURCHASE | 2014-11 | $42,207 | $40,713 | $1,494 |
| 54.962 BLACKROCK US GOVT BOND | 2014-10 | PURCHASE | 2014-11 | $585 | $578 | $7 |
| 608.421 DAVIS NEW YORK VENTURE | 2014-07 | PURCHASE | 2014-11 | $25,000 | $24,921 | $79 |
| 1157.235 DELAWARE EXT DURATION BOND | 2014-03 | PURCHASE | 2014-11 | $7,847 | $7,627 | $220 |
| 971.342 PIMCO EMERGING MKTS BD | 2014-01 | PURCHASE | 2014-11 | $10,484 | $10,538 | -$54 |
| 221.851 PIMCO TOTAL RETURN | 2013-04 | PURCHASE | 2014-01 | $2,387 | $2,516 | -$129 |
| 355.835 BLACKROCK GLOBAL ALLOCATION | 2013-07 | PURCHASE | 2014-11 | $7,793 | $7,579 | $214 |
| 5.856 BLACKROCK US GOVT BOND | 2013-10 | PURCHASE | 2014-11 | $62 | $63 | -$1 |
| 3755.339 DELAWARE EXT DURATION BOND | 2013-10 | PURCHASE | 2014-11 | $25,481 | $25,056 | $425 |
| 1049.137 PIMCO EMERGING MKTS BD | 2013-10 | PURCHASE | 2014-11 | $11,373 | $12,473 | -$1,100 |
| 5715.442 PIMCO TOTAL RETURN | 2013-03 | PURCHASE | 2014-11 | $61,879 | $64,730 | -$2,851 |
| 2045.865 BLACKROCK US GOVT BOND | 2008-10 | PURCHASE | 2014-11 | $21,783 | $20,449 | $1,334 |
| 4677.730 DELAWARE EXT DURATION BOND | 2011-12 | PURCHASE | 2014-11 | $31,672 | $29,165 | $2,507 |
| 2147.991 PIMCO EMERGING MKTS BD | 2010-05 | PURCHASE | 2014-11 | $23,143 | $22,814 | $329 |
| 1451.777 PIMCO TOTAL RETURN | 2011-07 | PURCHASE | 2014-11 | $15,734 | $16,482 | -$748 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STARBUCKS CORP | $1 | $328,200 |
| MORGAN STANLEY MUTUAL FUNDS | $3,766,881 | $4,004,688 |
| MORGAN STANLEY EXCHANGE FUNDS | $197,499 | $204,868 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER ADJUSTMENT | $114 |
| PRIOR YR TAX LIABILITY | $3,706 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT MANAGEMENT FEES | $35,296 |
| BUSINESS LICENSE | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,031 | Amt |
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