MEACHAM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MEACHAM FOUNDATION (EIN 05-0590644)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-23
- IRS object ID
- 202600549349100760
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-23T17:30:03-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050590644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEACHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAC | BusinessNameControlTxt |
| Phone | 8585589200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9509 WHEELER AVE | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 983322187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUCK MEACHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8585589200 | PhoneNum |
| Signature | 2026-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,212,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,188 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,594 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,594 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,081 | CashBOYAmt |
| Cash EOY | $10,166 | CashEOYAmt |
| Cash EOYFMV | $10,166 | CashEOYFMVAmt |
| Other Investments BOY | $655,915 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $622,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,202,343 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $664,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $632,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,212,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $664,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $632,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $664,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $632,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $664,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $632,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $664,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $632,993 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $632,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | P | $6,081 | $6,081 | $6,081 | |
| PUBLICLY TRADED SECURITIES | P | $96,711 | $2,407 | $2,407 | $94,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $570 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $570 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $343 | OverpaymentAmt |
| Applied To ES Tax | $343 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EISNER ADVISORY GROUP LLC | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL R MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHARLENE D MEACHAM | ||||||||
| 9509 WHEELER AVE | GIG HARBOR | WA | 983322187 | SECRETARY/TREASURER | 0.25 | $0 | $0 | $0 |
| CHARLES P MEACHAM | ||||||||
| 9509 WHEELER AVE | GIG HARBOR | WA | 983322187 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,111,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,140,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,140,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,123,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227 | TotalTaxAmt |
| Distributable Before Adj | $55,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,519 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,137 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,137 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $48,583 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R MEACHAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S SHELTER OF HOPE FOUNDATION | |||||||
| 505 N TOMAHAWK IS DRIVE | PORTLAND | OR | 97217 | N/A | PC | GENERAL | $1,000 |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE NW SUITE 1066 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $500 |
| COMMUNITIES IN SCHOOLS PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | N/A | PC | GENERAL | $1,300 |
| COMPASSION INTERNATIONAL INCORPORATED | |||||||
| 12290 VOYAGER PKVY | COLORADO SPGS | CO | 80921 | N/A | PC | GENERAL | $300 |
| DEL MAR WOMENS GIVING COLLECTIVE | |||||||
| PO BOX 214 | DEL MAR | CA | 92014 | N/A | PC | GENERAL | $1,100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL | $1,000 |
| DONORSCHOOSE | |||||||
| 134 WEST 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | N/A | PC | GENERAL | $1,000 |
| GIG HARBOR BOATSHOP | |||||||
| 3805 HARBORVIEW DRIVE | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $1,900 |
| GIG HARBOR CANOE AND KAYAK RACING TEAM | |||||||
| PO BOX 1097 | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $1,000 |
| GIG HARBOR DOWNTOWN WATERFRONT ALLIANCE | |||||||
| 3311 HARBORVIEW DRIVE STE 101 | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $4,040 |
| GIG HARBOR FILM FEST | |||||||
| PO BOX 127 | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $1,000 |
| GIG HARBOR NOW | |||||||
| PO BOX 546 | GIG HARBOR | WA | 98332 | N/A | PC | GENERAL | $3,500 |
| GREAT PENINSULA CONSERVANCY | |||||||
| 6536 KITSAP WAY BREMERTON | BREMERTON | WA | 98312 | N/A | PC | GENERAL | $1,000 |
| GREATER GIG HARBOR FOUNDATION | |||||||
| 6625 WAGNER WAY NW STE 150 | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $1,560 |
| HABITAT FOR HUMANITY | |||||||
| 1825 CORNWALL AVE | BELLINGHAM | WA | 98225 | N/A | PC | GENERAL | $750 |
| HARBOR HISTORY MUSEUM | |||||||
| 4121 HARBORVIEW DR | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $1,100 |
| HARBOR WILDWATCH | |||||||
| 3207 HARBORVIEW DR | GIG HARBOR | WA | 98335 | N/A | PC | GENERAL | $5,000 |
| HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY | |||||||
| 2608 CENTER ST | TACOMA | WA | 98409 | N/A | PC | GENERAL | $1,000 |
| INNER CIRCLE WRESTLING CLUB | |||||||
| 4497 TRAFALGAR AVE | JUNEAU | AK | 99801 | N/A | PC | GENERAL | $500 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | N/A | PC | GENERAL | $3,500 |
| JUNEAU HIGH SCHOOL BAND BOOSTERS | |||||||
| 4931 STEELHEAD ST | JUNEAU | AK | 99801 | N/A | PC | GENERAL | $3,000 |
| KIWANIS FOUNDATION OF GIG HARBOR | |||||||
| 31620 23RD AVE S | FEDERAL WAY | WA | 98003 | N/A | PC | GENERAL | $2,500 |
| NORTHWEST SINFONIETTA | |||||||
| PO BOX 1154 | TACOMA | WA | 98401 | N/A | PC | GENERAL | $2,250 |
| PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE | |||||||
| PO BOX 705 | CORDOVA | AK | 99574 | N/A | PC | GENERAL | $5,100 |
| RONALD MCDONALD HOUSE - SAN DIEGO | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL | $500 |
| SAN DIEGO RESCUE MISSION | |||||||
| 120 ELM STREET | SAN DIEGO | CA | 92101 | N/A | PC | GENERAL | $3,500 |
| UNITED STATES MARINE RAIDER ASSOCIATION | |||||||
| 704 COOPER COURT | ARLINGTON | TX | 76011 | N/A | PC | GENERAL | $1,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 4717 S 19TH ST 201 | TACOMA | WA | 98405 | N/A | PC | GENERAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,192 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DANIEL R MEACHAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 DAVID WAY | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,188 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,188 | Amt |
| Net Investment Income | $4,594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,594 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | IN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2019. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TR FD VIII ETF TCW UNCONSTRAINED | AT COST | $19,965 | $19,079 |
| FIRST TRUST III ETF PREF SECS & INC | AT COST | $13,837 | $12,517 |
| SPDR PORTFOLIO ETF SMALL CAP | AT COST | $30,528 | $39,034 |
| VANGUARD GROWTH ETF | AT COST | $129,441 | $498,593 |
| VANGUARD VALUE ETF | AT COST | $146,047 | $334,233 |
| AXONIC STRATEGIC INC FUND CLASS I | AT COST | $34,011 | $31,460 |
| FEDERATED HERMES KAUFMANN SMALL CAP FUND | AT COST | $29,554 | $30,994 |
| ARISTOTLE FDS SER TR INTL EQUITY FD II | AT COST | $61,200 | $71,238 |
| JOHN HANCOCK FUNDS INTL GROWTH I | AT COST | $70,240 | $78,234 |
| PIMCO FDS INC FD INSTL | AT COST | $25,504 | $24,059 |
| ALLSPRING SHORT TERM HIGH INCOME | AT COST | $62,500 | $62,902 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $7,270 | $7,270 | $0 |
| RRF-1 REGISTRATION OF CHARITABLE TRUST | $25 | $0 | $25 |
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