KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-30
- IRS object ID
- 201401209349101350
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-30T20:28:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING KUDER & COMPANY PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7525 SE 24TH ST STE 110 | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 980402339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN MAYERS GAMORAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE | AddressLine1 |
| Address Line2 | ROOM/SUITE N 2902 | AddressLine2 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN GAMORAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WM KELLY STERLING | PreparerPersonNm |
| PTIN | P00097006 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2014-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,465,913 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,252 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,135 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $127,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,857 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,945 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,945 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,095 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $553 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $90 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $90 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,263 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,262,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,115,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,359,589 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $48,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,351,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,221,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,465,913 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $516,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $304,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $516,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,835,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,917,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,835,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,917,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,351,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,221,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,835,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,917,387 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,917,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (135 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANCORP DEL | P | 2012-03-26 | 2013-01-17 | $5,262 | $5,124 | $138 | $138 |
| APPLE COMPUTER INC COM | P | 2012-03-26 | 2013-03-01 | $863 | $1,196 | -$333 | -$333 |
| ELI LILLY & CO COM | P | 2012-08-10 | 2013-05-24 | $4,865 | $3,927 | $938 | $938 |
| BROADCOM CORP CL A | P | 2012-09-27 | 2013-09-20 | $827 | $1,046 | -$219 | -$219 |
| GLAXO SMITHKLINE PLC | P | 2013-02-04 | 2013-12-18 | $3,055 | $2,733 | $322 | $322 |
| PFIZER INC COM | P | 2012-03-26 | 2013-05-24 | $1,741 | $1,327 | $414 | $414 |
| ACCENTURE PLC IRELAND SHS CL A | P | 2012-03-26 | 2013-07-10 | $1,485 | $1,306 | $179 | $179 |
| GILEAD SCIENCES INC | P | 2012-03-26 | 2013-09-16 | $2,513 | $940 | $1,573 | $1,573 |
| ALLEGION PLC | P | 2012-03-26 | 2013-12-09 | $27 | $17 | $10 | $10 |
| GILEAD SCIENCES INC | P | 2012-03-26 | 2013-01-18 | $1,554 | $940 | $614 | $614 |
| TERADATA CORP DEL | P | 2012-03-26 | 2013-03-01 | $2,348 | $2,773 | -$425 | -$425 |
| QUALCOMM INC | P | 2012-11-19 | 2013-07-03 | $1,219 | $1,245 | -$26 | -$26 |
| TAIWAN SEMICONDUCTOR ADR | P | 2013-07-03 | 2013-09-20 | $1,387 | $1,453 | -$66 | -$66 |
| GLAXO SMITHKLINE PLC | P | 2013-03-14 | 2013-12-18 | $1,018 | $904 | $114 | $114 |
| MONDELEZ INTERNATIONAL INC | P | 2012-03-26 | 2013-06-04 | $2,649 | $2,253 | $396 | $396 |
| VERIZON COMMUNICATIONS INC | P | 2012-03-26 | 2013-07-10 | $1,522 | $1,178 | $344 | $344 |
| ACTAVIS INC | P | 2012-03-26 | 2013-09-16 | $820 | $394 | $426 | $426 |
| TRAVELERS COS INC | P | 2012-07-19 | 2013-12-09 | $6,192 | $4,455 | $1,737 | $1,737 |
| UNION PACIFIC CORP | P | 2012-03-26 | 2013-01-28 | $1,993 | $1,643 | $350 | $350 |
| NXP SEMICONDUCTORS N V | P | 2012-03-26 | 2013-03-04 | $949 | $812 | $137 | $137 |
| VERIZON COMMUNICATIONS INC | P | 2013-04-19 | 2013-07-23 | $1,006 | $1,041 | -$35 | -$35 |
| BROADCOM CORP CL A | P | 2012-11-07 | 2013-10-02 | $1,055 | $1,231 | -$176 | -$176 |
| ALCATEL-LUCENT-SPONSORED ADR | P | 2013-12-19 | 2013-12-19 | $202 | $202 | $202 | |
| ACCENTURE PLC IRELAND SHS CL A | P | 2012-03-26 | 2013-06-05 | $1,594 | $1,306 | $288 | $288 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-03-26 | 2013-07-19 | $1,363 | $1,450 | -$87 | -$87 |
| SALESFORCE COM INC | P | 2012-03-26 | 2013-09-20 | $1,060 | $779 | $281 | $281 |
| VALERO ENERGY CORP NEW | P | 2012-03-26 | 2013-12-12 | $1,386 | $740 | $646 | $646 |
| DISNEY (WALT) COMPANY HOLDINGS | P | 2012-03-26 | 2013-02-01 | $1,092 | $884 | $208 | $208 |
| TERADATA CORP DEL | P | 2012-03-26 | 2013-03-05 | $1,179 | $1,387 | -$208 | -$208 |
| SANDISK CORP COM | P | 2013-06-20 | 2013-07-29 | $555 | $610 | -$55 | -$55 |
| BROADCOM CORP CL A | P | 2012-10-09 | 2013-10-02 | $264 | $329 | -$65 | -$65 |
| NXP SEMICONDUCTORS N V | P | 2012-03-26 | 2013-04-03 | $2,198 | $2,166 | $32 | $32 |
| VERIZON COMMUNICATIONS INC | P | 2012-03-26 | 2013-06-07 | $499 | $393 | $106 | $106 |
| MALLINCKRODT PLC | P | 2012-03-26 | 2013-07-22 | $11 | $10 | $1 | $1 |
| ACTAVIS INC | P | 2012-03-26 | 2013-10-01 | $4,896 | $2,232 | $2,664 | $2,664 |
| BNY MELLON SMALL/MID CAP FUND | P | 2012-03-23 | 2013-12-13 | $6,000 | $5,149 | $851 | $851 |
| PFIZER INC COM | P | 2012-03-26 | 2013-02-04 | $4,089 | $3,318 | $771 | $771 |
| OCCIDENTAL PERTROLEUM CORPOR | P | 2012-12-12 | 2013-03-06 | $1,633 | $1,531 | $102 | $102 |
| SANDISK CORP COM | P | 2013-06-18 | 2013-07-29 | $1,666 | $1,877 | -$211 | -$211 |
| BROADCOM CORP CL A | P | 2013-07-23 | 2013-10-02 | $791 | $960 | -$169 | -$169 |
| COCA-COLA CO USD | P | 2012-03-26 | 2013-04-04 | $1,210 | $1,076 | $134 | $134 |
| COMCAST CORP NEW CL A | P | 2012-05-01 | 2013-06-07 | $1,229 | $921 | $308 | $308 |
| PNC FINANCIAL SERVICES GROUP | P | 2012-03-26 | 2005-07-22 | $2,279 | $1,896 | $383 | $383 |
| BROADCOM CORP CL A | P | 2012-09-27 | 2013-10-01 | $528 | $697 | -$169 | -$169 |
| BNY MELLON FOCUSED EQUITY OPP | P | 2012-03-23 | 2013-12-13 | $35,000 | $29,416 | $5,584 | $5,584 |
| NXP SEMICONDUCTORS N V | P | 2012-03-26 | 2013-02-04 | $1,185 | $1,083 | $102 | $102 |
| TERADATA CORP DEL | P | 2012-03-26 | 2013-03-07 | $2,299 | $2,773 | -$474 | -$474 |
| SANDISK CORP COM | P | 2013-06-17 | 2013-07-29 | $2,221 | $2,451 | -$230 | -$230 |
| CITRIX SYS INC COM | P | 2013-07-10 | 2013-10-14 | $2,343 | $2,602 | -$259 | -$259 |
| MEAD JOHNSON NUTRITION CO-A | P | 2012-03-26 | 2013-04-04 | $3,783 | $4,135 | -$352 | -$352 |
| APPLE COMPUTER INC COM | P | 2012-03-26 | 2013-06-17 | $2,594 | $3,588 | -$994 | -$994 |
| PNC FINANCIAL SERVICES GROUP | P | 2012-03-26 | 2013-07-30 | $1,512 | $1,264 | $248 | $248 |
| BROADCOM CORP CL A | P | 2012-09-27 | 2013-10-02 | $1,055 | $1,395 | -$340 | -$340 |
| DREYFUS SELECT MGRS S/C GROW | P | 2012-03-23 | 2013-12-13 | $7,500 | $5,692 | $1,808 | $1,808 |
| QUALCOMM INC | P | 2012-03-26 | 2013-02-04 | $1,318 | $1,352 | -$34 | -$34 |
| QUALCOMM INC | P | 2012-03-26 | 2013-03-13 | $1,335 | $1,352 | -$17 | -$17 |
| YAHOO INC | P | 2013-02-07 | 2013-08-09 | $824 | $606 | $218 | $218 |
| CITRIX SYS INC COM | P | 2013-07-29 | 2013-10-14 | $586 | $686 | -$100 | -$100 |
| BB&T CORP COM | P | 2012-03-26 | 2013-04-15 | $3,951 | $4,039 | -$88 | -$88 |
| VERIZON COMMUNICATIONS INC | P | 2012-03-26 | 2013-06-17 | $1,011 | $785 | $226 | $226 |
| PNC FINANCIAL SERVICES GROUP | P | 2012-03-26 | 2013-07-31 | $763 | $632 | $131 | $131 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-03-26 | 2013-10-17 | $1,394 | $1,657 | -$263 | -$263 |
| DREYFUS GROWTH & VALUE FDS IN | P | 2012-03-23 | 2013-12-13 | $7,500 | $5,936 | $1,564 | $1,564 |
| EMC CORP(MASS) USD 0.01 | P | 2012-03-26 | 2013-02-07 | $1,230 | $1,469 | -$239 | -$239 |
| ACTAVIS INC | P | 2012-03-26 | 2013-03-14 | $1,827 | $1,313 | $514 | $514 |
| YAHOO INC | P | 2013-03-07 | 2013-08-09 | $824 | $683 | $141 | $141 |
| INTERNATIONAL BUSINESS MACHIN | P | 2013-03-13 | 2013-10-17 | $871 | $1,061 | -$190 | -$190 |
| QUALCOMM INC | P | 2012-03-26 | 2013-04-17 | $1,925 | $2,028 | -$103 | -$103 |
| QUALCOMM INC | P | 2012-03-26 | 2013-06-17 | $1,238 | $1,352 | -$114 | -$114 |
| DISNEY (WALT) COMPANY HOLDING | P | 2012-03-26 | 2013-08-16 | $2,493 | $1,767 | $726 | $726 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-09-28 | 2013-10-17 | $348 | $415 | -$67 | -$67 |
| PEOPLES DREYFUS S&P MIDCAP IN | P | 2012-03-23 | 2003-12-12 | $26,000 | $20,629 | $5,371 | $5,371 |
| EMC CORP(MASS) USD 0.01 | P | 2012-03-26 | 2013-02-12 | $1,469 | $1,398 | $71 | $71 |
| BROADCOM CORP CL A | P | 2012-09-27 | 2013-03-22 | $1,028 | $1,053 | -$25 | -$25 |
| EQUINIX INC | P | 2013-03-07 | 2013-08-14 | $1,209 | $1,510 | -$301 | -$301 |
| YAHOO INC | P | 2012-11-05 | 2013-10-24 | $993 | $521 | $472 | $472 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-03-26 | 2013-04-23 | $576 | $622 | -$46 | -$46 |
| COMCAST CORP NEW CL A | P | 2012-05-01 | 2013-06-20 | $781 | $614 | $167 | $167 |
| HOME DEPOT INC USD 0.05 | P | 2012-03-26 | 2013-08-16 | $2,270 | $1,498 | $772 | $772 |
| COVIDIEN PLC | P | 2012-03-26 | 2013-10-22 | $1,281 | $998 | $283 | $283 |
| DREYFUS SELECT MANAGERS S/C | P | 2012-03-23 | 2013-12-13 | $7,500 | $5,663 | $1,837 | $1,837 |
| SCHLUMBERGER LIMITED COM | P | 2012-03-26 | 2013-02-13 | $2,354 | $2,196 | $158 | $158 |
| SOUTHWESTERN EMERGY CO | P | 2012-09-27 | 2013-03-22 | $1,506 | $1,397 | $109 | $109 |
| EQUINIX INC | P | 2013-03-04 | 2013-08-14 | $173 | $213 | -$40 | -$40 |
| YAHOO INC | P | 2013-02-07 | 2013-10-24 | $662 | $404 | $258 | $258 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-03-10 | 2013-04-23 | $768 | $920 | -$152 | -$152 |
| COMCAST CORP NEW CL A | P | 2012-04-16 | 2013-06-20 | $391 | $297 | $94 | $94 |
| HIGHBRIDGE DYNAMIC COMM STRA | P | 2012-03-23 | 2013-08-16 | $13,506 | $20,000 | -$6,494 | -$6,494 |
| ACCENTURE PLC IRELAND SHS CL A | P | 2012-03-26 | 2013-10-24 | $735 | $653 | $82 | $82 |
| BNY MELLON INCOME STK FD CL M | P | 2012-03-23 | 2013-12-13 | $11,000 | $8,788 | $2,212 | $2,212 |
| HALLIBURTON COMPANY COM | P | 2012-03-26 | 2013-02-13 | $1,630 | $1,337 | $293 | $293 |
| COMCAST CORP NEW CL A | P | 2012-06-27 | 2013-03-26 | $1,244 | $935 | $309 | $309 |
| EQUINIX INC | P | 2013-03-01 | 2013-08-15 | $2,312 | $2,974 | -$662 | -$662 |
| ADOBE SYS INC COM | P | 2013-03-22 | 2013-10-24 | $1,085 | $859 | $226 | $226 |
| AIR PRODUCTS AND CHEMICALS | P | 2012-03-26 | 2013-04-24 | $3,425 | $3,621 | -$196 | -$196 |
| CARNIVAL CORP | P | 2012-03-26 | 2013-06-21 | $3,993 | $3,901 | $92 | $92 |
| HALLIBURTON COMPANY COM | P | 2012-03-26 | 2013-08-23 | $969 | $669 | $300 | $300 |
| SALESFORCE COM INC | P | 2012-03-26 | 2013-10-24 | $1,084 | $779 | $305 | $305 |
| DREYFUS U S EQUITY FUND-1 | P | 2012-03-23 | 2013-12-13 | $50,000 | $39,793 | $10,207 | $10,207 |
| MARATHON OIL CORP | P | 2012-03-26 | 2013-02-20 | $1,388 | $1,310 | $78 | $78 |
| EATON CORP PLC | P | 2012-11-30 | 2013-04-24 | $1,169 | $1,031 | $138 | $138 |
| EQUINIX INC | P | 2013-06-07 | 2013-08-15 | $496 | $578 | -$82 | -$82 |
| GLAXO SMITHKLINE PLC | P | 2013-02-04 | 2013-11-14 | $1,562 | $1,367 | $195 | $195 |
| CENTERPOINT ENERGY INC | P | 2012-03-26 | 2013-04-24 | $1,691 | $1,366 | $325 | $325 |
| APPLE COMPUTER INC COM | P | 2012-03-26 | 2013-06-26 | $3,178 | $4,784 | -$1,606 | -$1,606 |
| EXXON MOBIL CORP | P | 2012-03-26 | 2013-08-23 | $872 | $867 | $5 | $5 |
| ACCENTURE PLC IRELAND SHS CL A | P | 2012-07-02 | 2013-10-24 | $735 | $604 | $131 | $131 |
| OCCIDENTAL PETROLEUM CORPOR | P | 2012-12-12 | 2013-12-16 | $2,732 | $2,296 | $436 | $436 |
| VALERO ENERGY CORP NEW | P | 2012-11-09 | 2013-02-20 | $452 | $297 | $155 | $155 |
| ELI LILLY & CO COM | P | 2012-08-10 | 2013-04-24 | $1,127 | $873 | $254 | $254 |
| EQUINIX INC | P | 2013-03-04 | 2013-08-15 | $496 | $638 | -$142 | -$142 |
| NATIONAL-OILWELL INC | P | 2013-09-16 | 2013-12-09 | $803 | $788 | $15 | $15 |
| QUALCOMM INC | P | 2012-03-26 | 2013-04-25 | $1,871 | $2,028 | -$157 | -$157 |
| DISNEY (WALT) COMPANY HOLDING | P | 2012-03-26 | 2013-07-02 | $1,267 | $884 | $383 | $383 |
| HOME DEPOT INC USD 0.05 | P | 2012-03-26 | 2013-08-23 | $1,469 | $998 | $471 | $471 |
| SHIRE PHARMACEUTICALS GROUP | P | 2012-03-26 | 2013-11-05 | $1,781 | $1,329 | $452 | $452 |
| COVIDIEN PLC | P | 2012-03-26 | 2013-12-20 | $2,348 | $1,747 | $601 | $601 |
| APPLE COMPUTER INC COM | P | 2012-03-26 | 2013-02-20 | $904 | $1,196 | -$292 | -$292 |
| C S T BRANDS INC | P | 2013-04-24 | 2013-05-03 | $109 | $120 | -$11 | -$11 |
| HIGHBRIDGE DYNAMIC COMM STRAT | P | 2012-08-24 | 2013-08-16 | $5,002 | $6,800 | -$1,798 | -$1,798 |
| OCCIDENTAL PETROLEUM CORPOR | P | 2012-12-12 | 2013-12-12 | $912 | $765 | $147 | $147 |
| C S T BRANDS INC | P | 2012-03-26 | 2013-05-03 | $396 | $281 | $115 | $115 |
| MALLINCKRODT PLC | P | 2012-03-26 | 2013-07-02 | $478 | $436 | $42 | $42 |
| CHEVRONTEXACO CORP | P | 2012-03-26 | 2013-09-16 | $2,485 | $2,149 | $336 | $336 |
| ALLEGION PLC | P | 2012-03-26 | 2013-12-03 | $1,547 | $902 | $645 | $645 |
| COVIDIEN PLC | P | 2012-03-26 | 2013-12-23 | $2,341 | $1,747 | $594 | $594 |
| VALERO ENERGY CORP NEW | P | 2012-03-26 | 2013-02-20 | $903 | $540 | $363 | $363 |
| C S T BRANDS INC | P | 2013-04-24 | 2013-05-22 | $26 | $26 | ||
| GLAXO SMITHKLINE PLC | P | 2013-04-24 | 2013-09-16 | $1,024 | $1,029 | -$5 | -$5 |
| ADOBE SYS INC COM | P | 2013-03-22 | 2013-12-16 | $1,175 | $859 | $316 | $316 |
| GILEAD SCIENCES INC | P | 2012-03-26 | 2013-05-13 | $1,086 | $470 | $616 | $616 |
| QUALCOMM INC | P | 2012-03-26 | 2013-07-03 | $610 | $676 | -$66 | -$66 |
| EXPRESS SCRIPTS HLDG CO | P | 2012-03-26 | 2013-09-16 | $2,633 | $2,143 | $490 | $490 |
| VALERO ENERGY CORP NEW | P | 2012-03-26 | 2013-12-09 | $1,392 | $740 | $652 | $652 |
| INTERNATIONAL BUSINESS MACHIN | P | 2012-03-26 | 2013-04-19 | $6,676 | $7,251 | -$575 | -$575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,252 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,293 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,481,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102350 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,552 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,722,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,757,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064511 | DistributionYr3Rt |
| Total Distribution | 0.280214 | TotalDistributionRt |
| Average Distribution | 0.093405 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,482,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $231,836 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,042 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $237,460 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,042 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,042 | SubtotalAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,052 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,052 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10 | OverpaymentAmt |
| Applied To ES Tax | $10 | 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 | 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 | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | 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 | 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | |||||||||
| 788 110TH AVENUE NE N 2902 | 788 110TH AVENUE NE N 2902 | BELLEVUE | WA | 98004 | SECRETARY | 1.00 | $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 | $2,416,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,094 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,519,848 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,519,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,482,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,042 | TotalTaxAmt |
| Distributable Before Adj | $123,061 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $123,061 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $123,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,460 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $237,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,042 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,061 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $40,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $173,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $344,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,460 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,399 | RemainingDistriFromCorpusAmt |
| Total Corpus | $459,034 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $459,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,410 | ExcessFromYear3Amt |
| Excess From Year2 | $173,277 | ExcessFromYear2Amt |
| Excess From Year1 | $130,948 | ExcessFromYear1Amt |
| Excess From Current Year | $114,399 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 788 110TH AVENUE NE N 2902 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | CAPITAL CAMPAIGN | $200,000 |
| JEWISH DAY SCHOOL | ||||||||
| METROPOLITAN JEWISH DAY SCHOOL | 15749 NE 4TH STREET | 15749 NE 4TH STREET | BELLEVUE | WA | 98008 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| JEWISH FEDERATION | ||||||||
| JEWISH FEDERATION OF GREATER SEATTLE | 2031 3RD AVENUE | 2031 3RD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | FAMILY MATTER CAMPAIGN | $10,000 |
| MULTIPLE SCLEROSIS SOCIET | ||||||||
| MULTIPLE SCLEROSIS SOCIETY | 1501 REEDSDALE ST STE 105 | 1501 REEDSDALE ST STE 105 | PITTSBURGH | PA | 15233 | 501(C)(3) | GENERAL OPERATING SUPPORT | $800 |
| UCLA FOUNDATION | ||||||||
| UCLA FOUNDATION | 405 HILGARD AVENUE | 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 501(C)(3) | OPERATION MEND | $2,000 |
| HADASSAH FOUNDATION INC | ||||||||
| HADASSAH FOUNDATION INC | 50 WEST 58TH STREET | 50 WEST 58TH STREET | NEW YORK | NY | 10019 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| YOUTHCARE | ||||||||
| YOUTHCARE | 2500 NE 54TH STREET | 2500 NE 54TH STREET | SEATTLE | WA | 98105 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| JEWISH FAMILY SERVCIE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $3,600 |
| WA ST HOLOCAUST EDUCATION RESOURCE | ||||||||
| WA ST HOLOCAUST EDUCATION RESOURCE CENTER | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,000 |
| KATHY GOERTZEN FOUNDATION | ||||||||
| KATHY GOERTZEN FOUNDATION | 3213 WEST WHEELER STREET | 3213 WEST WHEELER STREET | SEATTLE | WA | 98199 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| STROUM JEWISH CC | ||||||||
| STROUM JEWISH CC | 3801 E MERCER WAY | 3801 E MERCER WAY | MERCER ISLAND | WA | 98040 | 501(C)(3) | CIRCLE OF FRIENDS PLEDGE | $2,000 |
| YWCA OF SEATTLE | ||||||||
| YWCA OF SEATTLE | 1118 FIFTH AVENUE | 1118 FIFTH AVENUE | SEATTLE | WA | 98101 | 501(C0(3) | GENERAL OPERATING SUPPORT | $100 |
| UNIVERSITY OF WASHINGTON | ||||||||
| UNIVERSITY OF WASHINGTON | PO BOX 358045 | PO BOX 358045 | SEATTLE | WA | 98195 | 501(C)(3) | MEDICAL DISCRETIONARY FUNDS | $3,000 |
| VITAL VOICES | ||||||||
| VITAL VOICES | 1625 MASSACHUSETTS AVE NW | 1625 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL OPERATING SUPPORT | $500 |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| COLLEGE SUCCESS FOUNDATION | 1605 NW SAMMAMISH RD 20 | 1605 NW SAMMAMISH RD 20 | ISSAQUAH | WA | 98027 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| THE MARSHA RIVKEN CENTER | ||||||||
| THE MARSHA RIVKEN CENTER | 801 BROADWAY SUITE 701 | 8014 BROADWAY SUITE 701 | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,000 |
| THERESE MULLALLY LOSH GUILD | ||||||||
| THERESE MULLALLY GUILD | PO BOX 5371 MS RC-507 | PO BOX 5371 MS RC-507 | SEATTLE | WA | 98145 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| WA ST JEWISH HISTORICAL SOCIETY | ||||||||
| WA ST JEWISH HISTORICAL SOCIETY | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | GENERAL OPERATING SUPPORT | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,252 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PACIFIC SYSTEMS | 16 | $3,052 |
| MISCELLANEOUS | 14 | $83 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,992 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STERLING KUDER & CO | CategoryTxt |
| Amt | $3,325 | Amt |
| Disbursements Charitable Prps | $3,325 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| KAREN MAYERS GAMORAN |
| JOEL B GAMORAN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME FUNDS | $807,991 | $774,963 |
| EQUITIES | $1,239,472 | $1,510,098 |
| ALTERNATIVE INVESTMENTS | $68,000 | $74,528 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER SECURITES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $46,061 | BookValueAmt |
| EOYFMV | $46,061 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | CategoryTxt |
| Legal Fees | $4,945 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,945 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEE | $90 | $90 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PACIFIC SYSTEMS | $3,052 |
| MISCELLANEOUS | $83 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $20,095 | Amt |
| Net Investment Income | $20,095 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $553 | Amt |
| Net Investment Income | $553 | NetInvestmentIncomeAmt |