ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ELLIOTT FAMILY FOUNDATION (EIN 85-0457435)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-15
- IRS object ID
- 201122589349100707
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-15T15:44:52-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850457435 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLI | NameControl |
| Phone | 3604583187 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN NEAL ELLIOTT | Name |
| Title | BOARD MEMBER | Title |
| Phone | 3604583187 | Phone |
| Date Signed | 2011-09-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JODE A BEAUVAIS | Name |
| Phone | 2535724100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2594571 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 670000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 47713 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47713 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1191 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 406375 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5005 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 721527 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47713 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2350 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9138 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8939 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16488 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8939 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7350 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 85488 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8939 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 76350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 636039 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38774 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 25042 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 64025 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 64025 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1830407 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2427463 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2530546 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1855449 | TotalAssetsBOY |
| Total Assets EOY | 2491488 | TotalAssetsEOY |
| Total Assets EOYFMV | 2594571 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1855449 | RetainedEarningsBOY |
| Retained Earnings EOY | 2491488 | RetainedEarningsEOY |
| Total Net Assets BOY | 1855449 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2491488 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1855449 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2491488 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1855449 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 636039 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2491488 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2491488 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN: VGK | P | 2008-03-20 | 2010-12-15 | 55410 | 72675 | -17265 | -17265 |
| ISHARES TR BARCLAYS | P | 2008-03-20 | 2010-08-16 | 2681 | 2759 | -78 | -78 |
| SPDR GOLD TRUST GLD | P | 2008-03-20 | 2010-08-16 | 6813 | 5189 | 1624 | 1624 |
| VANGUARD BOND INDEX FUNDSHORT TERM | P | 2008-03-20 | 2010-08-16 | 80788 | 78110 | 2678 | 2678 |
| VANGUARD BOND INDEX FUNDTOTAL BOND | P | 2008-03-20 | 2010-08-16 | 249440 | 235160 | 14280 | 14280 |
| VANGUARD MID CAP GROWTH | P | 2008-03-20 | 2010-08-16 | 3101 | 3451 | -350 | -350 |
| VANGUARD REIT | P | 2008-03-20 | 2010-08-16 | 8142 | 10222 | -2080 | -2080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1191 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100318 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1615493 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062097 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 94792 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1833067 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051712 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95530 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2113384 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045202 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 106318 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2099253 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050646 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 103214 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2056945 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050178 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259835 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051967 | AverageDistributionRatio |
| Net Noncharitable Assets | 1786204 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 92824 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 388 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 93212 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 76350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 775 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 775 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 775 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 225 | Overpayment |
| Amount Credited To Next Year | 225 | 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 | JONATHAN NEAL ELLIOTT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3604583187 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GAIL WILLIAMS ELLIOTT | ||||||||
| 4826 105TH AVE CT NW | GIG HARBOR | WA | 983355936 | PRESIDENT/DIRECTOR | 0.25 | 0 | 0 | 0 |
| INGRID WILLIAMS ELLIOTT | ||||||||
| 4534 BAGLEY AVENUE N | SEATTLE | WA | 98103 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| JONATHAN NEAL ELLIOTT | ||||||||
| 1201 YELM AVENUE SUITE 400 PMB 135 | YELM | WA | 98597 | MANAGER | 5.00 | 5000 | 0 | 0 |
| EVA GARLAND ELLIOTT | ||||||||
| 2130 NORTH 63RD STREET | SEATTLE | WA | 98103 | BOARD MEMBER | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION INVESTIGATES SPECIFIC CHARITABLE RECIPIENTS FOR THE FOUNDATION'S CHARITABLE DONATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1764499 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48906 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1813405 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1813405 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27201 | CashDeemedCharitable |
| Net Noncharitable Assets | 1786204 | NetNoncharitableAssets |
| Minimum Investment Return | 89310 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 89310 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 775 | TaxBasedOnInvestmentIncome |
| Total Tax | 775 | TotalTax |
| Distributable Amount Before Adj | 88535 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 88535 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 88535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 76350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 76350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 76350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 88535 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 67839 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 76350 | QualifyingDistributions |
| Applied To Year1 | 67839 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8511 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 80024 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN NEAL ELLIOTT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JONATHAN NEAL ELLIOTT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 YELM AVENUE SUITE 400 PMB 135 | AddressLine1 |
| City | YELM | City |
| State | WA | State |
| ZIP Code | 98597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3604583187 | RecipientPhoneNumber |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AREA VII YOUNG RIDERS | |||||||
| 240 ISLAND BLVD | FOX ISLAND | WA | 98333 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $15,000 |
| ARTHRITIS FOUNDATION INC | |||||||
| 3876 BRIDGE WAY N STE 300 | SEATTLE | WA | 98103 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $10,000 |
| BERTSHI SCHOOL | |||||||
| 2227 10TH AVE E | SEATTLE | WA | 98102 | NONE | SCHOOL 170(B)(1)(A)( | DONATION - OPERATIONS | $31,000 |
| NORTH SEATTLE COMMUNITY COLLEGE | |||||||
| 9600 COLLEGE WAY NORTH | SEATTLE | WA | 98103 | NONE | SCHOOL 170(B)(1)(A)( | DONATION - OPERATIONS | $2,000 |
| POINT DEFINANCE ZOO SOCIETY | |||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $5,000 |
| SECOND CITY CHAMBER SERIES | |||||||
| PO BOX 967 | TACOMA | WA | 98401 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $5,000 |
| THE BICYCLE ALLIANCE OF WASHINGTON | |||||||
| PO BOX 2904 | SEATTLE | WA | 98111 | NONE | 509(A)(1) / 170(B)(1 | DONATION - OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69000 | 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 | $47,713 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,191 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $5,005 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $51,527 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 51527 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GAIL WILLIAMS ELLIOTT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4826 105TH AVE CT W NW | AddressLine1 |
| City | GIG HARBOR | City |
| State | WA | State |
| ZIP Code | 98335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 670000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $2,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2350 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 2427463 | EOYBookValue |
| EOYFMV | 2530546 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 8939 | 8939 | 0 |
| MISCELLANEOUS | 199 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX REFUND | Description |
| Revenue And Expenses Per Books | 5005 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 5005 | AdjustedNetIncome |
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