DICKEY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DICKEY FOUNDATION (EIN 91-1961319)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349101905
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T18:48:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911056739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINE DAHLEN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 188TH STREET SW STE 322 | AddressLine1 |
| City | LYNNWOOD | City |
| State | WA | State |
| ZIP Code | 98037 | 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 | 911961319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKEY FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 2063282768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 13TH AVE E NO 101 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981025175 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GOODFELLOW | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2063282768 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J GILLESPIE CPA | PreparerPersonNm |
| PTIN | P00060050 | PTIN |
| Phone | 4257716055 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $194,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,803 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,222 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,222 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,458 | CashBOYAmt |
| Cash EOY | $610 | CashEOYAmt |
| Cash EOYFMV | $610 | CashEOYFMVAmt |
| Acct Rcvbl | $674 | AcctRcvblAmt |
| Acct Rcvbl BOY | $668 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $674 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $674 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $22,397 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,615 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,056 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $117,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $85,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $123,074 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,786 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,150 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,434 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $204,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $204,956 | UnrestrictedBOYAmt |
| Unrestricted EOY | $152,506 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $204,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $204,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $204,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $152,699 | SubtotalAmt |
| Other Decreases | $193 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACCENTURE PLC CL A 10SH | 2012-02-16 | 2013-07-10 | $735 | $587 | $148 | $148 |
| CATERPILLAR INC 12SH | 2012-02-16 | 2013-07-10 | $1,016 | $1,374 | -$358 | -$358 |
| STARBUCKS CORP 10SH | 2012-06-06 | 2013-12-12 | $756 | $534 | $222 | $222 |
| AB SVENSK EXPORT 190SH | 2009-08-18 | 2013-12-12 | $1,540 | $1,322 | $218 | $218 |
| ALBEMARLE CORP 25SH | 2007-05-18 | 2013-03-06 | $1,592 | $1,066 | $526 | $526 |
| AMAZON COM INC 75SH | 2008-07-31 | 2013-09-24 | $23,863 | $5,804 | $18,059 | $18,059 |
| BOEING CO | 2008-03-18 | 2013-12-12 | $652 | $383 | $269 | $269 |
| COVIDIEN PLC NEW 10SH | 2008-05-08 | 2013-07-10 | $571 | $452 | $119 | $119 |
| DEERE & CO 20SH | 2007-05-18 | 2013-12-12 | $1,725 | $1,176 | $549 | $549 |
| EMC CORP 25SH | 2011-05-19 | 2013-12-12 | $572 | $702 | -$130 | -$130 |
| EMERSON ELECTRIC CO 30SH | 2007-05-18 | 2013-03-06 | $1,682 | $1,393 | $289 | $289 |
| FIRSTENERGY CORP | 2007-11-06 | 2013-07-10 | $907 | $1,716 | -$809 | -$809 |
| GENERAL MILLS INC 15SH | 2007-05-18 | 2013-07-10 | $736 | $459 | $277 | $277 |
| GOOGLE INC 1SH | 2007-05-18 | 2013-07-10 | $899 | $472 | $427 | $427 |
| HOME DEPOT INC | 1995-04-13 | 2013-09-24 | $25,582 | $3,230 | $22,352 | $22,352 |
| ISHARES CORE S&P 45SH | 2010-02-25 | 2013-07-10 | $5,257 | $3,301 | $1,956 | $1,956 |
| ISHARES MSCI | 2007-05-18 | 2013-07-10 | $4,005 | $4,369 | -$364 | -$364 |
| ISHARES S&P SML CAP 20SH | 2009-11-20 | 2013-07-10 | $2,023 | $1,064 | $959 | $959 |
| ISHARES TR MSCI 70SH | 2007-05-18 | 2013-12-12 | $4,241 | $5,630 | -$1,389 | -$1,389 |
| MALLINCKRODT PUB 3.75SH | 2008-05-08 | 2013-12-12 | $177 | $130 | $47 | $47 |
| METLIFE INC 20SH | 2007-07-12 | 2013-07-10 | $967 | $1,300 | -$333 | -$333 |
| PACCAR INC 40SH | 2010-11-12 | 2013-12-12 | $2,210 | $2,146 | $64 | $64 |
| POTASH CORP 40SH | 2011-05-19 | 2013-07-10 | $1,564 | $2,147 | -$583 | -$583 |
| POWERSHARES FTSE 15SH | 2009-11-20 | 2013-07-10 | $1,264 | $705 | $559 | $559 |
| PRAXAIR INC | 2011-05-20 | 2013-06-01 | $5,000 | $5,307 | -$307 | -$307 |
| SCHLUMBERGER LTD 10SH | 2007-05-18 | 2013-12-12 | $853 | $794 | $59 | $59 |
| SPDR S&P EMERGING ASIA 15SH | 2011-02-11 | 2013-07-10 | $1,073 | $1,202 | -$129 | -$129 |
| SPDR S&P EMERGING LATIN 25SH | 2011-02-11 | 2013-12-12 | $1,528 | $2,098 | -$570 | -$570 |
| STERICYCLE INC | 2007-05-18 | 2013-07-10 | $1,135 | $443 | $692 | $692 |
| TEVA PHARM INDS LTD 25SH | 2009-08-05 | 2013-03-06 | $960 | $1,319 | -$359 | -$359 |
| THERMO FISHER SCIENTIFICE 25SH | 2009-05-19 | 2013-07-10 | $2,002 | $894 | $1,108 | $1,108 |
| TIME WARNER INC 20SH | 2007-05-18 | 2013-07-10 | $1,213 | $912 | $301 | $301 |
| VANGUARD FTSE 35SH | 2009-01-07 | 2013-07-10 | $1,327 | $853 | $474 | $474 |
| VANGUARD FTSE 20SH | 2009-11-20 | 2013-07-10 | $1,797 | $1,634 | $163 | $163 |
| VERIZON COMMUNICATIONS 15SH | 2007-11-06 | 2013-07-10 | $752 | $608 | $144 | $144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $230,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.157197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $265,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $284,090 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.311317 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $320,196 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.246846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $471,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171520 | DistributionYr5Rt |
| Total Distribution | 1.029274 | TotalDistributionRt |
| Average Distribution | 0.205855 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $193,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,500 | 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 | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA PETERSON | IndividualWithBooksNm |
| Phone | 2063282768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 13TH AVE EAST 101 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| BARBARA PETERSON | ||||||||
| 433 13 EAST 101 | SEATTLE | WA | 98102 | PRESIDENT, SEC-TREAS | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $208,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$11,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $196,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $9,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $475 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,345 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,174 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $245,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,290 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $343,414 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $57,395 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,263 | ExcessFromYear4Amt |
| Excess From Year3 | $74,345 | ExcessFromYear3Amt |
| Excess From Year2 | $25,174 | ExcessFromYear2Amt |
| Excess From Year1 | $24,947 | ExcessFromYear1Amt |
| Excess From Current Year | $98,290 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN GOODFELLOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENVIRONMENT WASHINGTON | |||||||
| 1402 THIRD AVE STE 717 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $1,500 |
| PCC FARMLAND TRUST | |||||||
| 909 NE 43RD SUITE 208 | SEATTLE | WA | 98105 | NONE | 501(C)(3) | FARMLAND PRESERVATION | $41,000 |
| SATHI NEPAL | |||||||
| 207 B SOUTH TRAIL | STRATFORD | CT | 06614 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $10,000 |
| SEATTLE LIBRARY FOUNDATION | |||||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| SEATTLE PARKS FDN | |||||||
| 105 S MAIN STREET 235 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | ENVIRONMENTAL EDUCATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,975 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,565 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,199 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN GOODFELLOW | |||||||
| 1 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $22,442 | Yes (X) | Yes (X) |
| JOHN GOODFELLOW | |||||||
| 2 | 433 13TH AVE E 101 | SEATTLE | WA | 98102 | $26,948 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 72SH OF AMAZON | $22,442 | 2013-09-23 |
| 2 | 355SH OF HOME DEPOT | $26,948 | 2013-09-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $35,786 | EOYBookValueAmt |
| EOYFMV | $39,150 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $52,479 | $85,546 |
| MUTUAL FUNDS | $32,544 | $37,528 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,615 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,056 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMODITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,798 | BookValueAmt |
| EOYFMV | $8,434 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $193 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $25 | $0 | $0 |
| INVESTMENT EXPENSES | $1,502 | $1,502 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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