DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION (EIN 45-3943382)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349102276
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T16:53:44-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE 34TH FLOOR | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981041022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453943382 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND PATRICIA GIULIANI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID GIULIANI | InCareOfName |
| Name Control | DAVI | NameControl |
| Phone | 2064656852 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 82ND AVE SE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 980402216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID GIULIANI | Name |
| Title | TREASURER | Title |
| Phone | 2066211900 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLAN G STEINMAN | Name |
| Phone | 2066211900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13738855 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5998 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 241 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 241 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 353759 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 353759 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 326155 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2830962 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 326155 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 686153 | TotalRevenueAndExpenses |
| Total Net Investment Income | 680155 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 4116 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4116 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 190 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 760 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11825 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1664 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 31028 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 920 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 30108 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 47919 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2774 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 30108 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4876 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 805500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 805500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 853419 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2774 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 30108 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 810376 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -167266 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 677381 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8356391 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 994533 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 994533 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4308931 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11364640 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12366162 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 300000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 400000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 378160 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 5350 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Total Assets BOY | 12970672 | TotalAssetsBOY |
| Total Assets EOY | 12759173 | TotalAssetsEOY |
| Total Assets EOYFMV | 13738855 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 5988 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 5988 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 12964684 | RetainedEarningsBOY |
| Retained Earnings EOY | 12759173 | RetainedEarningsEOY |
| Total Net Assets BOY | 12964684 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12759173 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12970672 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12759173 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12964684 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -167266 | ExcessOfRevenueOverExpenses |
| Subtotal | 12797418 | Subtotal |
| Other Decreases | 38245 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12759173 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 150,000 SHS DEUTSCHE BK AG 0% | D | 2012-07-11 | 2012-08-20 | 196200 | 150000 | 46200 | 46200 |
| 5,023.617 SHS SEI INTERMEDIATE-TERM MUNI | D | 2000-01-01 | 2012-01-03 | 58072 | 54789 | 3283 | 3283 |
| 150,000 SHS JPMORGAN CHASE & CO GLOBAL MTN 0.00% | D | 2010-02-26 | 2012-03-01 | 195000 | 150000 | 45000 | 45000 |
| 141,662.944 SHS SEI INTERMEDIATE TERM MUNI | D | 2010-01-01 | 2012-01-03 | 1637600 | 1545030 | 92570 | 92570 |
| 22,935.780 SHS SEI TAX MANAGED LARGE CAP | D | 2000-11-13 | 2012-06-19 | 299975 | 250407 | 49568 | 49568 |
| 22,900.763 SHS SEI TAX-MGD LARGE CAP | D | 2000-11-14 | 2012-07-18 | 299975 | 250790 | 49185 | 49185 |
| 375 SHS LEXMARK INTL INC CL A | P | 2012-07-23 | 2012-08-14 | 7263 | 7260 | 3 | 3 |
| 95,000 SHS HSBC BK USA N A 0% | D | 2009-02-23 | 2012-07-04 | 96934 | 96531 | 403 | 403 |
| CAPITAL GAIN DIVIDENDS | P | 39943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 326155 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6659867 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 13626040 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6774 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6774 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 810376 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6774 | InvestmentIncomeExciseTax |
| Subtotal | 6774 | Subtotal |
| Tax Based On Investment Income | 6774 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 20000 | TotalCreditsAndPayments |
| Overpayment | 13226 | Overpayment |
| Amount Credited To Next Year | 6774 | AmountCreditedToNextYear |
| Amount To Be Refunded | 6452 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID GIULIANI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2064656852 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 82ND AVE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 980402216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PATRICIA ROVEN GIULIANI | ||||||
| 1960 82ND AVENUE SE | MERCER ISLAND | WA | 98040 | PRESIDENT | 2.0 | 0 |
| NICOLE ROVEN GIULIANI | ||||||
| 2575 CHULA VISTA BLVD | EUGENE | OR | 97403 | VICE PRESIDENT | 2.0 | 0 |
| DANIEL ROVEN GIULIANI | ||||||
| 7417 SUNNYSIDE N | SEATTLE | WA | 98103 | SECRETARY | 2.0 | 0 |
| DAVID GIULIANI | ||||||
| 1960 82ND AVENUE SE | MERCER ISLAND | WA | 98040 | TREASURER | 2.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10900914 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2932629 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13833543 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13833543 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 207503 | CashDeemedCharitable |
| Net Noncharitable Assets | 13626040 | NetNoncharitableAssets |
| Minimum Investment Return | 681302 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 681302 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6774 | TaxBasedOnInvestmentIncome |
| Total Tax | 6774 | TotalTax |
| Distributable Amount Before Adj | 674528 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 674528 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 674528 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 810376 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 810376 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6774 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 803602 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 674528 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8937 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 810376 | QualifyingDistributions |
| Applied To Year1 | 8937 | AppliedToYear1 |
| Applied To Current Year | 674528 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 126911 | RemainingDistriFromCorpus |
| Total Corpus | 126911 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 126911 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 126911 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID GIULIANI PATRICIA GIULIANI | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID GIULIANI | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 82ND AVE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2064656852 | RecipientPhoneNumber |
| Form And Info And Materials | A GRANT PROPOSAL MAY BE REQUESTED, THE CONTENT OF WHICH MAY VARY DEPENDING ON THE NATURE AND SCOPE OF THE PROPOSED GRANT, AND THE FOUNDATION'S KNOWLEDGE OF AND EXPERIENCE WITH THE GRANT APPLICANT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GIFTS ARE MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC 501(C)(3); TO UNITED STATES FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES, AS WELL AS DOMESTIC ORGANIZATIONS OTHER THAN PUBLIC CHARITIES AND GOVERN- MENTAL AGENCIES, SO LONG AS THE GRANT IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES; AND TO FOREIGN ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $6,000 |
| Afghan Scholars Initiative | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| Ali Forney Center | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 |
| Alisa Ann Ruch Burn Foundation | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| Awamaki US | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $15,000 |
| Bay Area Jewish Healing Center | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| Ben Towne Foundation | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Cancer Lifeline | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 |
| College success foundation | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Facing the Future | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $327,000 |
| Friends of the San Juans | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $6,000 |
| Hopelink | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $40,000 |
| KCTS | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| KPLU | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| KUOW | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $45,000 |
| MERCER ISLAND Community Fund | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Overlake Cancer Care FOUNDATION | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $100,000 |
| PCC Farmland Trust | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Peacetrees Vietnam | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Planned Parenthood | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $60,000 |
| Puget Sound Blood Center | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Room to Read | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $20,000 |
| San Juan Community Home Trust | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Sarvey Wildlife Center | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| Sightline | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,500 |
| The Nature Conservancy | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $5,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $1,000 |
| UW Foundation Cornea (Dr Shen) | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $10,000 |
| Wa Progress Fund | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $25,000 |
| WA Business Alliance Fund | |||||||
| 1960 82ND AVE SE | MERCER ISLAND | WA | 980402216 | N/A | PUBLIC | TO PROVIDE SUPPORT TO EXEMPT ORGANIZATION | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 805500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $241 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $353,759 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $326,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $680,155 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 680155 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID PATRICIA GIULIANI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 82ND AVENUE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5998 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BADER MARTIN PS-TAX PREP FEES | Category |
| Amount | $950 | Amount |
| Net Investment Income | 190 | NetInvestmentIncome |
| Disbursements Charitable Prps | 760 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 400000 | EOYBookValue |
| EOYFMV | 378160 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 10035759 | 10935846 |
| CORPORATE SECURITIES | 1328881 | 1430316 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DWT - LEGAL FEES | Category |
| Amount | $4,116 | Amount |
| Disbursements Charitable Prps | 4116 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK/TAX DIFFERENCE FROM SALE OF DONATED | $0 |
| SECURITIES | $38,245 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INVESTMENT EXPENSES | 920 | 920 | |
| ADVISORY FEES - CHARLES SCHWAB | 23606 | 23606 | |
| ADVISORY FEES - FIDELITY | 6502 | 6502 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $1,664 | 1664 |
| EXCISE TAX | $10,161 |
Comments