THE JOHN C AND KARYL KAY HUGHES FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN C AND KARYL KAY HUGHES FOUNDATION (EIN 91-1286019)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-04-14
- IRS object ID
- 201111049349100706
- Schema version
- 2009v1.7
- 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
- Investments Govt Obligations Sch
- 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 | 2011-04-14T11:55:10-05:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | 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 | 2009-12-01 | 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 | 2011-04-08 | 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 | 2009 | 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 | 24159589 | 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 | 433968 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 433968 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 262756 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 262756 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 696724 | TotalRevenueAndExpenses |
| Total Net Investment Income | 696724 | 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 | 4125 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2062 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2062 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 83895 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 83895 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7978 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 495 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 247 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 96493 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 85957 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2309 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2421500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2421500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2517993 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 85957 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2423809 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1821269 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 610767 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1118118 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 771849 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 771849 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 4340960 | OtherNotesAndLoansReceivable |
| 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 | 3008600 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1438477 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1438477 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 16149465 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 17608303 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17608303 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 24617143 | TotalAssetsBOY |
| Total Assets EOY | 24159589 | TotalAssetsEOY |
| Total Assets EOYFMV | 24159589 | 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 | 11703436 | RetainedEarningsBOY |
| Retained Earnings EOY | 11245882 | RetainedEarningsEOY |
| Total Net Assets BOY | 24617143 | TotalNetAssetsBOY |
| Total Net Assets EOY | 24159589 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24617143 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 24159589 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24617143 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1821269 | ExcessOfRevenueOverExpenses |
| Other Increases | 1363715 | OtherIncreases |
| Subtotal | 24159589 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 24159589 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | GAIN ON STOCK SALES | DescriptionOfAsset |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2010-06-28 | DateSold |
| Gross Sales Price | 3 | GrossSalesPrice |
| Cost Or Other Basis | 3 | CostOrOtherBasis |
| Gain Or Loss | 0 | GainOrLoss |
| Gains Minus Excess Or Losses | 0 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 0 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2153987 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23170212 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.092964 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2113027 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 28651378 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073750 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2260147 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 32950973 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068591 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2007009 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 31722284 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.063268 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1703868 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 30868869 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055197 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.353770 | TotalDistributionRatio |
| Average Distribution Ratio | 0.070754 | AverageDistributionRatio |
| Net Noncharitable Assets | 24746486 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1750913 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6108 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1757021 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2423809 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6108 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6108 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6108 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9000 | TotalCreditsAndPayments |
| Overpayment | 2892 | Overpayment |
| Amount Credited To Next Year | 2892 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
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 | 19453896 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1328480 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4340960 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 25123336 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 25123336 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 376850 | CashDeemedCharitable |
| Net Noncharitable Assets | 24746486 | NetNoncharitableAssets |
| Minimum Investment Return | 1237324 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1237324 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6108 | TaxBasedOnInvestmentIncome |
| Total Tax | 6108 | TotalTax |
| Distributable Amount Before Adj | 1231216 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1231216 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1231216 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2423809 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2423809 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6108 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2417701 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1231216 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 185764 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 439233 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 641456 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 698966 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1013466 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2978885 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2423809 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1231216 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1192593 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4171478 | 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 | 185764 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3985714 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 439233 | ExcessFromYear4 |
| Excess From Year3 | 641456 | ExcessFromYear3 |
| Excess From Year2 | 698966 | ExcessFromYear2 |
| Excess From Year1 | 1013466 | ExcessFromYear1 |
| Excess From Current Year | 1192593 | 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 | $83,000 |
| 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 |
| 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 | $200,000 |
| 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 |
| 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 |
| MILLIONAIR 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 | $152,500 |
| ROAR of Washington | |||||||
| 717 n 36th st | Seattle | WA | 98103 | NONE | 509(a)(1) | GENERAL SUPPORT | $10,000 |
| 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 | $50,000 |
| 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 | $15,000 |
| 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 | $140,000 |
| 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 |
| 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 | $10,000 |
| KBTC TELEVISION | |||||||
| 2320 S 19TH ST | TACOMA | WA | 98405 | NONE | 509(a)(1) | GENERAL SUPPORT | $5,000 |
| NORTH HAWAII COMMUNITY HOSPITAL | |||||||
| 67-1125 MAMALAHOA HIGHWAY | WAIMEA | HI | 967438496 | NONE | 509(A)(3) Type I | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2421500 | 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 | $433,968 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $262,756 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $696,724 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 696724 | 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 | $4,125 | Amount |
| Net Investment Income | 2062 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2062 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (56 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DIAIMLER AG | 122195 | 122195 |
| AT&T CORPORATION | 103379 | 103379 |
| AGILENT TECHNOLOGIES | 26685 | 26685 |
| ALLSTATE CORP | 431760 | 431760 |
| AMERICAN INTL GROUP | 18705 | 18705 |
| AMGEN INC | 105380 | 105380 |
| BMC SOFTWARE | 111000 | 111000 |
| BAXTER INTL INC | 1047224 | 1047224 |
| Discover Financial Svs | 155380 | 155380 |
| BOEING INC | 655364 | 655364 |
| cvs CAREMARK corp | 186031 | 186031 |
| Hugoton Royalty Trust | 8142 | 8142 |
| CIMAREX ENERGY | 53882 | 53882 |
| CISCO SYSTEMS INC | 76640 | 76640 |
| CLOROX COMPANY | 618100 | 618100 |
| COMCAST CORP | 43717 | 43717 |
| CONOCOPHILLIPS | 601700 | 601700 |
| Bank of America Corp | 5979 | 5979 |
| DELL INC | 111048 | 111048 |
| DOMINION RESOURCES INC | 1910 | 1910 |
| EMC CORP | 32235 | 32235 |
| EDWARDS LIFESCIENCES CORP | 458813 | 458813 |
| EXXON MOBIL CORP | 1145166 | 1145166 |
| GENERAL ELECTRIC | 374475 | 374475 |
| INTEL CORP | 780693 | 780693 |
| INTL BUSINESS MACHINES CORP | 282920 | 282920 |
| JP MORGAN CHASE | 74800 | 74800 |
| JOHNSON & JOHNSON | 123100 | 123100 |
| LOCKHEED MARTIN CORP | 272160 | 272160 |
| LOWES COMPANIES INC | 45400 | 45400 |
| MEDCO HEALTH SOLUTIONS INC | 245280 | 245280 |
| MICROSOFT CORP | 757710 | 757710 |
| MORGAN STANLEY | 415820 | 415820 |
| MOTOROLA INC | 206820 | 206820 |
| NOKIA CORP SPONSORED ADR | 27690 | 27690 |
| NORDSTROM INC | 2568000 | 2568000 |
| OWEN ILLINOIS INC | 232243 | 232243 |
| PFIZER INC | 64711 | 64711 |
| PIONEER NATURAL RESOURCES CO | 507257 | 507257 |
| TEXAS INSTRUMENTS INC | 95400 | 95400 |
| uniTED parcel service | 631170 | 631170 |
| UNITED TECHNOLOGIES CORP | 150540 | 150540 |
| UNITEDHEALTH GROUP INC | 146080 | 146080 |
| WASHINGTON FEDERAL INC | 104468 | 104468 |
| WASHINGTON MUTUAL INC | 546 | 546 |
| WELLS FARGO & CO | 1645117 | 1645117 |
| Wellpoint Inc | 167220 | 167220 |
| XTO Energy Inc | 0 | 0 |
| PHH Corp | 4243 | 4243 |
| Avis Budget Group | 5316 | 5316 |
| Wyndham Worldwide Corp | 23000 | 23000 |
| Verigy | 796 | 796 |
| APPLE INC | 622300 | 622300 |
| CHEVERON CORP | 404850 | 404850 |
| CATERPILLAR INC | 507600 | 507600 |
| MOTORS LIQUIDATION CO | 143 | 143 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 1438477 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 1438477 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Office Expense | Description |
| Revenue And Expenses Per Books | 495 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 247 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Interest on notes receivable | 262150 | 262150 | 262150 |
| other miscellaneous income | 606 | 606 | 606 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on investments | Description |
| Amount | $1,363,715 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE MANAGEMENT FEES | Category |
| Amount | $83,895 | Amount |
| Net Investment Income | 83895 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| foreign tax | $219 | 0 | 0 |
| Federal excise tax | $7,759 | 0 | 0 |
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