THE JOHN C AND KARYL KAY HUGHES FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN C AND KARYL KAY HUGHES FOUNDATION (EIN 91-1286019)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-04-02
- IRS object ID
- 201210939349100706
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-02T13:28:42-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 999 THIRD AVENUE SUITE 2800 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911286019 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN C & KARYL KAY HUGHES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 2063294900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVENUE EAST | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER R HUGHES | Name |
| Title | TRUSTEE | Title |
| Phone | 2063294900 | Phone |
| Date Signed | 2012-03-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD W BENOIT | Name |
| Phone | 2063026500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 23645516 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 427983 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 427983 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -80215 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1400 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 261722 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 261722 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 609490 | TotalRevenueAndExpenses |
| Total Net Investment Income | 689705 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4205 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2102 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2103 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 39724 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 39724 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4878 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1570 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 795 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 397 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 398 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 49602 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43793 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2501 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2314000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2314000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2363602 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43793 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2316501 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1754112 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 645912 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 771849 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 504367 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 504367 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 4340960 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 4340960 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 4340960 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 4340960 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 1438477 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 17608303 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 18800189 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 18800189 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 24159589 | TotalAssetsBOY |
| Total Assets EOY | 23645516 | TotalAssetsEOY |
| Total Assets EOYFMV | 23645516 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 12913707 | CapitalStockBOY |
| Capital Stock EOY | 12913707 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 11245882 | RetainedEarningsBOY |
| Retained Earnings EOY | 10731809 | RetainedEarningsEOY |
| Total Net Assets BOY | 24159589 | TotalNetAssetsBOY |
| Total Net Assets EOY | 23645516 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24159589 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 23645516 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24159589 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1754112 | ExcessOfRevenueOverExpenses |
| Other Increases | 1240039 | OtherIncreases |
| Subtotal | 23645516 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 23645516 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| .139 SH MOTOROLA | 2001-09-19 | 2011-01-04 | 5 | 7 | -2 | -2 |
| 1500 SH MOTORS LIQ CO | 2003-12-31 | 2011-06-30 | 80255 | -80255 | -80255 | |
| 93 SH VERIGY LTD | 1996-12-11 | 2011-07-05 | 1395 | 1353 | 42 | 42 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -80215 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2417701 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 24746486 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.097699 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2153987 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 23170212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.092964 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2113027 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 28651378 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073750 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2260147 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 32950973 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068591 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2007009 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 31722284 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.063268 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.396272 | TotalDistributionRatio |
| Average Distribution Ratio | 0.079254 | AverageDistributionRatio |
| Net Noncharitable Assets | 25654843 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2033249 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6459 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2039708 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2316501 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6459 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6459 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6459 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6200 | TotalCreditsAndPayments |
| Tax Due | 259 | 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 | CHRISTOPHER R HUGHES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2063294900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVENUE EAST | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CHRISTOPHER HUGHES | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 EASTLAKE AVENUE EAST | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.50 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
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 | 21153173 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 551393 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4340960 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 26045526 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 26045526 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 390683 | CashDeemedCharitable |
| Net Noncharitable Assets | 25654843 | NetNoncharitableAssets |
| Minimum Investment Return | 1282742 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1282742 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6459 | TaxBasedOnInvestmentIncome |
| Total Tax | 6459 | TotalTax |
| Distributable Amount Before Adj | 1276283 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1276283 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1276283 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2316501 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2316501 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6459 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2310042 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1276283 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 439233 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 641456 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 698966 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1013466 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1192593 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3985714 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2316501 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1276283 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1040218 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5025932 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 439233 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4586699 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 641456 | ExcessFromYear4 |
| Excess From Year3 | 698966 | ExcessFromYear3 |
| Excess From Year2 | 1013466 | ExcessFromYear2 |
| Excess From Year1 | 1192593 | ExcessFromYear1 |
| Excess From Current Year | 1040218 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
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 |
|---|---|---|---|---|---|---|---|
| 12TH CHURCH OF CHRIST SCIENTIST | |||||||
| 1700 28TH AVENUE W | SEATTLE | WA | 981994207 | NONE | 170(B)(1)(A)(I) | GENERAL SUPPORT AND TAXI FUND | $80,000 |
| 1ST CHURCH OF CHRIST SCIENTIST | |||||||
| 175 HUNTINGTON AVE | BOSTON | MA | 021153187 | NONE | 170(B)(1)(A)(I) | MOTHER CHURCH ENDOWMENT FUND AND GENERAL SUPPORT | $120,000 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY | SEATTLE | WA | 981012556 | NONE | 509(A)(1) | GENERAL SUPPORT | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2120 1ST AVENUE NORTH | SEATTLE | WA | 981092301 | NONE | 509(A)(1) | GENERAL SUPPORT | $10,000 |
| AMERICAN FRIENDS OF WHISTLER | |||||||
| 999 3RD AVE LOBBY LEVEL | SEATTLE | WA | 98104 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 |
| CARTER CENTER | |||||||
| ONE COPENHILL 453 FREEDOM PARKWAY | ATLANTA | GA | 303071406 | NONE | 509(A)(1) | VARIOUS PROGRAM SUPPORT | $100,000 |
| CHURCH COUNCIL OF GREATER SEATTLE | |||||||
| 4 NICKERSON ST SUITE 300 | SEATTLE | WA | 98109 | NONE | 170(B)(1)(A)(I) | GENERAL SUPPORT | $225,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 | SEATTLE | WA | 981091024 | NONE | 170(B)(1)(A)(III) | GENERAL SUPPORT | $100,000 |
| HABITAT FOR HUMANITY | |||||||
| 15439 53RD AVE S STE B | TUKWILA | WA | 98188 | NONE | 509(A)(1) | FAMILY RESOURCE PROGRAM | $90,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 121 HABITAT ST | AMERICUS | GA | 317093498 | NONE | 509(A)(1) | GENERAL SUPPORT | $20,000 |
| KBTC TELEVISION | |||||||
| 2320 S 19TH ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,000 |
| KCTS TELEVISION | |||||||
| 401 MERCER ST | SEATTLE | WA | 981099904 | NONE | 509(A)(1) | SPECIFIC PROGRAMMING | $35,000 |
| MAYO CLINIC FOUNDATION - ARIZONA | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | NONE | 170(B)(1)(A)(III) | CANCER RESEARCH | $100,000 |
| MILLIONAIRE CLUB CHARITY | |||||||
| 2515 WESTERN AVE | SEATTLE | WA | 981211387 | NONE | 509(A)(1) | GENERAL SUPPORT | $20,000 |
| NOAH CENTER | |||||||
| 31300 BRANDSTROM RD | STANWOOD | WA | 982921603 | NONE | 509(A)(2) | LOW COST SPAY/NEUTER PROGRAM | $150,000 |
| NORTH HAWAII COMMUNITY HOSPITAL | |||||||
| 67-1125 MAMALAHOA HIGHWAY | WAIMEA | HI | 967438496 | NONE | 509(A)(3) TYPE I | GENERAL SUPPORT | $5,000 |
| SALVATION ARMY | |||||||
| PO BOX 9219 | SEATTLE | WA | 98109 | NONE | 509(A)(1) | WHITE CENTER COMMUNITY CENTER | $50,000 |
| SAN JUAN ISLAND EMT ASSN | |||||||
| PO BOX 1243 | FRIDAY HARBOR | WA | 98250 | NONE | 509(A)(1) | GENERAL SUPPORT | $2,000 |
| SEATTLE AQUARIUM SOCIETY | |||||||
| 1415 WESTERN AVE STE 505 | SEATTLE | WA | 981012051 | NONE | 509(A)(1) | GENERAL SUPPORT | $30,000 |
| SEATTLE FIRST BAPTIST CHURCH | |||||||
| 1111 HARVARD AVE | SEATTLE | WA | 981224261 | NONE | 170(B)(1)(A)(I) | GENERAL SUPPORT | $300,000 |
| SEATTLE PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | 509(A)(3) TYPE I | GENERAL SUPPORT | $25,000 |
| SEATTLE YACHT CLUB FOUNDATION | |||||||
| 1807 E HAMLIN ST | SEATTLE | WA | 981222005 | NONE | 509(A)(1) | GENERAL SUPPORT | $3,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE 401 | NEW YORK | NY | 10017 | NONE | 509(A)(1) | INT'L CAMP IN MAINE SCHOLARSHIPS | $30,000 |
| SWEDISH MEDICAL CENTER FOUNDATION | |||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | NONE | 509(A)(3) TYPE I | GENERAL SUPPORT | $100,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVENUE S 200 | SEATTLE | WA | 98144 | NONE | 509(A)(1) | GENERAL SUPPORT | $20,000 |
| UNION GOSPEL MISSION | |||||||
| PO BOX 202 | SEATTLE | WA | 981110202 | NONE | 509(A)(1) | SUPPORT FOR WOMEN & CHILDREN'S SHELTER | $100,000 |
| UNITED WAY - SAN JUAN COUNTY | |||||||
| PO BOX 3181 | FRIDAY HARBOR | WA | 982503181 | NONE | 509(A)(1) | GENERAL SUPPORT | $4,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVE | SEATTLE | WA | 98104 | NONE | 509(A)(1) | UWKC GATES CHALLENGE | $155,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVE | SEATTLE | WA | 98104 | NONE | 509(A)(1) | GATES CHALLENGE | $300,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 601 N 59TH ST | SEATTLE | WA | 981035858 | NONE | 509(A)(1) | ZOO CORPS AND GEYER TRUST CHALLENGE | $55,000 |
| YOUTH CARE | |||||||
| 2500 NE 54TH ST 100 | SEATTLE | WA | 981053142 | NONE | 509(A)(1) | ORION CENTER SUPPORT | $20,000 |
| YWCA OF KING COUNTY | |||||||
| 1118 FIFTH AVE | SEATTLE | WA | 981013012 | NONE | 509(A)(2) | OPPORTUNITY PLACE SUPPORT | $25,000 |
| COMPANIS | |||||||
| 1111 HARVARD AVE | SEATTLE | WA | 98122 | NONE | 509(A)(1) | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2314000 | 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 | $427,983 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $261,722 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$80,215 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $609,490 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 609490 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,205 | Amount |
| Net Investment Income | 2102 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2103 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (55 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AGILENT TECHNOLOGIES | 28575 | 28575 |
| ALLSTATE CORP | 397349 | 397349 |
| AMERICAN INTL GROUP | 10559 | 10559 |
| AMGEN INC | 115820 | 115820 |
| APPLE INC | 764400 | 764400 |
| AT&T CORPORATION | 107806 | 107806 |
| AVIS BUDGET GROUP | 4720 | 4720 |
| BANK OF AMERICA CORP | 2970 | 2970 |
| BAXTER INTL INC | 1114306 | 1114306 |
| BMC SOFTWARE INC | 89150 | 89150 |
| BOEING INC | 705927 | 705927 |
| CATERPILLAR INC | 587280 | 587280 |
| CHEVRON CORP | 514100 | 514100 |
| CIMAREX ENERGY | 44877 | 44877 |
| CISCO SYSTEMS INC | 74560 | 74560 |
| CLOROX COMPANY | 649600 | 649600 |
| COMCAST CORP | 49466 | 49466 |
| CONOCOPHILLIPS | 713200 | 713200 |
| CVS CAREMARK CORP | 233079 | 233079 |
| DELL INC | 132384 | 132384 |
| DIAMLER AG | 84288 | 84288 |
| DISCOVER FINANCIAL SVS | 202470 | 202470 |
| DOMINION RESOURCES INC | 2375 | 2375 |
| EDWARDS LIFESCIENCES CORP | 456531 | 456531 |
| EMC CORP | 34515 | 34515 |
| EXXON MOBIL CORP | 1324284 | 1324284 |
| GENERAL ELECTRIC | 376367 | 376367 |
| HUGOTON ROYALTY TRUST | 8508 | 8508 |
| INTEL CORP | 919179 | 919179 |
| INTL BUSINESS MACHINES CORP | 376000 | 376000 |
| JOHNSON & JOHNSON | 129440 | 129440 |
| JP MORGAN CHASE | 61940 | 61940 |
| LOCKHEED MARTIN CORP | 312600 | 312600 |
| LOWES COMPANIES INC | 48020 | 48020 |
| MEDCO HEALTH SOLUTIONS INC | 226680 | 226680 |
| MICROSOFT CORP | 767400 | 767400 |
| MORGAN STANLEY | 251430 | 251430 |
| MOTOROLA MOBILITY HOLDINGS | 131625 | 131625 |
| MOTOROLA SOLUTIONS INC | 180006 | 180006 |
| NOKIA CORP SPONSORED ADR | 17370 | 17370 |
| NORDSTROM INC | 2716800 | 2716800 |
| OWEN ILLINOIS INC | 168739 | 168739 |
| PFIZER INC | 79678 | 79678 |
| PHH CORP | 3072 | 3072 |
| PIONEER NATURAL RESOURCES CO | 598627 | 598627 |
| TEXAS INSTRUMENTS INC | 90300 | 90300 |
| UNITED PARCEL SERVICE | 645750 | 645750 |
| UNITED TECHNOLOGIES CORP | 153200 | 153200 |
| UNITEDHEALTH GROUP INC | 195080 | 195080 |
| WASHINGTON FEDERAL INC | 92176 | 92176 |
| WASHINGTON MUTUAL INC | 630 | 630 |
| WELLPOINT INC | 211650 | 211650 |
| WELLS FARGO & CO | 1563496 | 1563496 |
| WTS AMERICAN INTL GROUP | 1475 | 1475 |
| WYNDHAM WORLDWIDE CORP | 28360 | 28360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 795 | RevenueAndExpensesPerBooks |
| Net Investment Income | 397 | NetInvestmentIncome |
| Disbursements Charitable Prps | 398 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| INTEREST ON NOTE RECEIVABLE | 261150 | 261150 | 261150 |
| OTHER MISCELLANEOUS INCOME | 572 | 572 | 572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $1,240,039 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE MANAGEMENT FEES | Category |
| Amount | $39,724 | Amount |
| Net Investment Income | 39724 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $1,570 | 1570 | 0 |
| FEDERAL EXCISE TAX | $3,308 | 0 | 0 |
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