KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201202279349100885
- Schema version
- 2011v1.2
- 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
- Gain Loss Sale Other Assets Sch
- 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) |
|---|---|---|
| Timestamp | 2012-08-14T17:52:54-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING KUDER & COMPANY PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200515144 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN MAYERS GAMORAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KARE | NameControl |
| Phone | 2069208100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3019 60TH AVENUE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 980402442 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GAMORAN | Name |
| Title | PRESIDENT | Title |
| Phone | 2069208100 | Phone |
| Date Signed | 2012-07-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WM KELLY STERLING | Name |
| Phone | 2062754228 | Phone |
| Date Prepared | 2012-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2410864 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 71 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 71 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57596 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57596 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28146 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 646831 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3068 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3428 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 89241 | TotalRevenueAndExpenses |
| Total Net Investment Income | 60735 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 5255 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 5255 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4277 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 4277 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19360 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19360 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1294 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 1294 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 20 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30206 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19360 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10846 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69620 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 298120 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 99826 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19360 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 308966 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10585 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41375 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2626956 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 323035 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 323035 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 88970 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2156140 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2035467 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 54696 | InvestmentsOtherBOY |
| Investments Other EOY | 52362 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 52362 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2770622 | TotalAssetsBOY |
| Total Assets EOY | 2531537 | TotalAssetsEOY |
| Total Assets EOYFMV | 2410864 | TotalAssetsEOYFMV |
| Grants Payable BOY | 969500 | GrantsPayableBOY |
| Grants Payable EOY | 741000 | GrantsPayableEOY |
| Total Liabilities BOY | 969500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 741000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1801122 | RetainedEarningsBOY |
| Retained Earnings EOY | 1790537 | RetainedEarningsEOY |
| Total Net Assets BOY | 1801122 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1790537 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2770622 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2531537 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1801122 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10585 | ExcessOfRevenueOverExpenses |
| Subtotal | 1790537 | Subtotal |
| Total Net Assets Fund Balances EOY | 1790537 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3068 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 177893 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2757570 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064511 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.064511 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064511 | AverageDistributionRatio |
| Net Noncharitable Assets | 2722055 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 175602 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 414 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176016 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 308966 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 414 | InvestmentIncomeExciseTax |
| Subtotal | 414 | Subtotal |
| Tax Based On Investment Income | 414 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Overpayment | 1586 | Overpayment |
| Amount Credited To Next Year | 1586 | AmountCreditedToNextYear |
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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KAREN GAMORAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2069208100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3019 60TH AVENUE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
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 |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | |||||||||
| 3019 60TH AVENUE SE | 3019 60TH AVENUE SE | MERCER ISLAND | WA | 98040 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| JOEL B GAMORAN | |||||||||
| 3019 60TH AVENUE SE | 3019 60TH AVENUE SE | MERCER ISLAND | WA | 98040 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2393633 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 316346 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 53529 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2763508 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2763508 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41453 | CashDeemedCharitable |
| Net Noncharitable Assets | 2722055 | NetNoncharitableAssets |
| Minimum Investment Return | 136103 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 136103 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 414 | TaxBasedOnInvestmentIncome |
| Total Tax | 414 | TotalTax |
| Distributable Amount Before Adj | 135689 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 135689 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 135689 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 308966 | ExpensesAndContributions |
| Qualifying Distributions | 308966 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 414 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 308552 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 135689 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 40410 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 40410 | TotalExcessDistriCarryover |
| Qualifying Distributions | 308966 | QualifyingDistributions |
| Applied To Current Year | 135689 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 173277 | RemainingDistriFromCorpus |
| Total Corpus | 213687 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 213687 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 40410 | ExcessFromYear1 |
| Excess From Current Year | 173277 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN GAMORAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3019 60TH AVENUE SE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2069208100 | RecipientPhoneNumber |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| 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 |
| HILLEL FOUNDATION | ||||||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | 4745 17TH AVENUE NE | 4745 17TH AVENUE NE | SEATTLE | WA | 98105 | 501(C)(3) | MORTGAGE BURNING | $2,500 |
| JEWISH DAY SCHOOL | ||||||||
| METROPOLITAN JEWISH DAY SCHOOL | 15749 NE 4TH STREET | 15749 NE 4TH STREET | BELLEVUE | WA | 98008 | 501(C)(3) | DEVELOPMENT AND VOLUNTEER ROOM | $10,000 |
| 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 | $46,300 |
| 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 | $4,000 |
| UCLA FOUNDATION | ||||||||
| UCLA FOUNDATION | 405 HILGARD AVENUE | 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 501(C)(3) | OPERATION MEND | $2,000 |
| JEWISH FEDERATION OF GREATER SEATTL | ||||||||
| JEWISH FEDERATION OF GREATER SEATTLE | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | 2011 COMMUNITY CAMPAIGN | $10,000 |
| HADASSAH FOUNDATION INC | ||||||||
| HADASSAH FOUNDATION INC | 50 WEST 58TH STREET | 50 WEST 58TH STREET | NEW YORK | NY | 10019 | 501(C)(3) | BREAST CANCER | $3,000 |
| THERESE MULLALLY LOSH GUILD | ||||||||
| THERESE MULLALLY LOSH GUILD | PO BOX 5371 MSC RC-507 | PO BOX 5371 MSC RC-507 | SEATTLE | WA | 98145 | 501(C)(3) | GENERAL OPERATING SUPPORT | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATI | ||||||||
| JUVENILE DIABETES RESEARCH FOUNDATION | 26 BROADWAY 14TH FLOOR | 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) | GENERAL OPERATING SUPPORT | $2,500 |
| DRISHA INSTITYE FOR JEWISH EDUCATIO | ||||||||
| DRISHA INSTITUTE FOR JEWISH EDUCATION | 37 WEST 65TH STREET | 37 WEST 65TH STREET | NEW YORK | NY | 10023 | 501(C)(3) | GENERAL OPERATING SUPPORT | $180 |
| TEMPLE DE HIRSH SINAI | ||||||||
| TEMPLE DE HIRSCH SINAI | 1511 EAST PIKE | 1511 EAST PIKE | SEATTLE | WA | 98122 | 501(C)(3) | GENERAL OPERATING SUPPORT | $1,500 |
| CHABAD LUBAVITCH OF ROCHESTER NY | ||||||||
| CHABAD LUBAVITCH OF ROCHESTER NEW YORK | 1037 WINTON ROAD SOUTH | 1037 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 501(C)(3) | GENERAL OPERATING SUPPORT | $540 |
| OPPORTUNITY FINANCE NETWORK | ||||||||
| OPPORTUNITY FINANCE NETWORK | 620 CHESTNUT ST STE 572 | 620 CHESTNUT ST STE 572 | PHILADELPHIA | PA | 19106 | 501(C)(3) | CREATE JOBS FOR USA FUND | $5,000 |
| WA STATE JEWISH HISTORICAL SOCIETY | ||||||||
| WA STATE JEWISH HISTORICAL SOCIETY | 2031 THIRD AVENUE | 2031 THIRD AVENUE | SEATTLE | WA | 98121 | 501(C)(3) | COOKBOOK PUBLISHING | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 298120 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $71 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,596 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,146 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PACIFIC SYSTEMS | Description |
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $3,428 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,241 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 89241 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STERLING KUDER & CO | Category |
| Amount | $4,277 | Amount |
| Disbursements Charitable Prps | 4277 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| KAREN MAYERS GAMORAN |
| JOEL B GAMORAN |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (15 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 4000 SH STARBUCKS | 2009-01 | PURCHASE | 2011-01 | 128720 | 88970 | 39750 |
| 671.989 SH RUSSELL EMERGING MKTS | 2011-01 | PURCHASE | 2011-09 | 12398 | 14092 | -1694 |
| 4594.157 SH RUSSELL GLBL EQTY CLASS | 2011-01 | PURCHASE | 2011-09 | 36478 | 40934 | -4456 |
| 1802.582 SH RUSSELL INTL DEVELPD MKT | 2011-01 | PURCHASE | 2011-09 | 49355 | 56944 | -7589 |
| 1728.784 SH RUSSELL INVT CO GLOBAL | 2011-01 | PURCHASE | 2011-09 | 16959 | 17737 | -778 |
| 2444.651 SH RUSSELL INVT CO COMMODIT | 2011-01 | PURCHASE | 2011-09 | 27942 | 27038 | 904 |
| 1911.902 SH RUSSELL INVT CO GLOBAL O | 2011-01 | PURCHASE | 2011-09 | 19406 | 19119 | 287 |
| 421.122 SH RUSSELL INVT CO GLOBAL RE | 2011-01 | PURCHASE | 2011-09 | 14112 | 15236 | -1124 |
| 453.038 SH RUSSELL STRATEGIC BOND | 2011-01 | PURCHASE | 2011-01 | 4902 | 4879 | 23 |
| 22251.829 SH RUSSELL STRATEGIC BOND | 2011-01 | PURCHASE | 2011-09 | 246105 | 239652 | 6453 |
| 1289.149 SH RUSSELL US CORE EQUITY | 2011-01 | PURCHASE | 2011-09 | 32473 | 36534 | -4061 |
| 151.845 SH RUSSELL US QUANT EQTY | 2011-01 | PURCHASE | 2011-04 | 4701 | 4408 | 293 |
| 170.335 SH RUSSELL US QUANT EQTY | 2011-01 | PURCHASE | 2011-07 | 5441 | 4945 | 496 |
| 1259.911 SH RUSSELL US QUANT EQTY | 2011-01 | PURCHASE | 2011-09 | 34710 | 36575 | -1865 |
| 503.538 SH RUSSELL US SMALL CAP EQUI | 2011-01 | PURCHASE | 2011-09 | 10061 | 11622 | -1561 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (12 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STARBUCKS | ||
| RUSSELL GLOBLA OPPORTUNITIES | 63520 | 61500 |
| RUSSELL EMERGING MKTS | 95160 | 74081 |
| RUSSELL GLOBAL REAL ESTATE | 65068 | 58856 |
| RUSSELL GLOBAL EQUITY | 223520 | 200878 |
| RUSSELL US CORE EQUITY | 228283 | 215972 |
| RUSSELL US SMALL MID CAP | 93704 | 88683 |
| RUSSELL INTL DEVELOPMENT | 342136 | 291288 |
| RUSSELL US QUANT EQUITY | 192512 | 196442 |
| RUSSELL STRATEGIC BOND | 708353 | 715809 |
| RUSSELL GLOBAL INFRASTRUCTURE | 62944 | 61747 |
| RUSSELL COMMODITY STRATEGIES | 80940 | 70211 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER SECURITES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 52362 | BookValue |
| EOYFMV | 52362 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE | Category |
| Amount | $5,255 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | 20 | 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PACIFIC SYSTEMS | Description |
| Revenue And Expenses Per Books | 3428 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | Category |
| Amount | $19,360 | Amount |
| Net Investment Income | 19360 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| INCOME TAX | $411 | 411 |
| LICENSES | $75 | 75 |
| FOREIGN TAXES PAID | $808 | 808 |