ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION (EIN 85-0457435)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349101978
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:17:07-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | 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 | 850457435 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLI | NameControl |
| Phone | 3604583187 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN NEAL ELLIOTT | Name |
| Title | BOARD MEMBER | Title |
| Phone | 3604583187 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JODE A BEAUVAIS | Name |
| PTIN | P00428963 | PTIN |
| Phone | 2535724100 | 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 | 3441835 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 776503 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 68243 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 68243 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 85399 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 709005 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 85399 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 930145 | TotalRevenueAndExpenses |
| Total Net Investment Income | 153642 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 176 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 176 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3300 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1436 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11012 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10987 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20924 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10987 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8476 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 118066 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 118066 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 138990 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10987 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126542 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 791155 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 142655 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 34955 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 138388 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 138388 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2428368 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3004256 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3303447 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2463323 | TotalAssetsBOY |
| Total Assets EOY | 3142644 | TotalAssetsEOY |
| Total Assets EOYFMV | 3441835 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2463323 | RetainedEarningsBOY |
| Retained Earnings EOY | 3142644 | RetainedEarningsEOY |
| Total Net Assets BOY | 2463323 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3142644 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2463323 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3142644 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2463323 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 791155 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3254478 | Subtotal |
| Other Decreases | 111834 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3142644 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD MSCI EUROPEAN ETF | P | 2008-04-11 | 2011-12-30 | 20671 | 34800 | -14129 | -14129 |
| BARON IRA | P | 2011-09-23 | 2012-11-07 | 688334 | 588806 | 99528 | 99528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 85399 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90595 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2583938 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035061 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 76350 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1786204 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042744 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 100318 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1615493 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062097 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 94792 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1833067 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051712 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 95530 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2113384 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045202 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.236816 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047363 | AverageDistributionRatio |
| Net Noncharitable Assets | 2688286 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 127325 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1427 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 128752 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 126542 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2853 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2853 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2853 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 469 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JONATHAN NEAL ELLIOTT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3604583187 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| INGRID WILLIAMS ELLIOTT | ||||||||
| 617 WEST HOWE STREET | SEATTLE | WA | 98119 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| JONATHAN NEAL ELLIOTT | ||||||||
| 1201 YELM AVENUE SUITE 400 PMB 135 | YELM | WA | 98597 | MANAGER | 5.00 | 5000 | 0 | 0 |
| EVA GARLAND ELLIOTT | ||||||||
| 2130 NORTH 63RD STREET | SEATTLE | WA | 98103 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION INVESTIGATES SPECIFIC CHARITABLE RECIPIENTS FOR THE FOUNDATION'S CHARITABLE DONATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2691488 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37736 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2729224 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2729224 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40938 | CashDeemedCharitable |
| Net Noncharitable Assets | 2688286 | NetNoncharitableAssets |
| Minimum Investment Return | 134414 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 134414 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2853 | TaxBasedOnInvestmentIncome |
| Total Tax | 2853 | TotalTax |
| Distributable Amount Before Adj | 131561 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 131561 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 131561 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126542 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126542 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 131561 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 117377 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 126542 | QualifyingDistributions |
| Applied To Year1 | 117377 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9165 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 122396 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN NEAL ELLIOTT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JONATHAN NEAL ELLIOTT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3604583187 | RecipientPhoneNumber |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHENEY FOUNDATION | |||||||
| 3110 RUSTON WAY STE A | TACOMA | WA | 98402 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $66 |
| NW TREK | |||||||
| 11610 TREK DRIVE EAST | EATONVILLE | WA | 98328 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $1,000 |
| PENINSULA YOUTH ORCHESTRA | |||||||
| PO BOX 2481 | GIG HARBOR | WA | 98335 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $2,500 |
| R MERLE PALMER MINORITY SCHOLARSHIP | |||||||
| PO BOX 7119 | TACOMA | WA | 98417 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $2,500 |
| SEATTLE WALDORF SCHOOL | |||||||
| 2728 NE 100TH STREET | SEATTLE | WA | 98125 | NONE | SCHOOL 170(B)(1)(A)( | DONATION - OPERATIONS | $107,000 |
| SECOND CITY CHAMBER SERIES | |||||||
| PO BOX 967 | TACOMA | WA | 98401 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 118066 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $68,243 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $85,399 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $153,642 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 153642 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | THE ESTATE OF GAIL ELLIOTT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 WEST HOWE STREET | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 776268 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $3,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3300 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 3004256 | EOYBookValue |
| EOYFMV | 3303447 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $176 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 176 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE IN FMV OF DONATED IRA VS. CARRYOVER BASIS | Description |
| Amount | $111,834 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 10987 | 10987 | 0 |
| MISCELLANEOUS | 25 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | Category |
| Amount | $1,436 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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