MARK TORRANCE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARK TORRANCE FOUNDATION (EIN 91-1939909)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349102063
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:13:14-05:00 | 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 | WTAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE SUITE 1600 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | 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 | 911939909 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK & SUSAN TORRANCE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 2062299043 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2013 FOURTH AVE SUITE 402 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK TORRANCE | Name |
| Title | PRESIDENT | Title |
| Phone | 2062299043 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE W ARMSTRONG | Name |
| Phone | 2065777880 | 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 | 10930223 | 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 | 308438 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 308438 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -68468 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1818752 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 239970 | TotalRevenueAndExpenses |
| Total Net Investment Income | 308438 | 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 |
| Legal Fees Rev And Expnss | 2925 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2925 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 47248 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 47248 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7498 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2032 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 368 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1800 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1800 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 68539 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 53680 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 622965 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 622965 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 691504 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 53680 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 632090 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -451534 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 254758 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 44404 | CashBOY |
| Cash EOY | 18258 | CashEOY |
| Cash EOYFMV | 18258 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 340334 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 250821 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 250821 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 16870 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 452 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 452 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1977763 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2154345 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2321414 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5269482 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5055718 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5943110 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2495426 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2205547 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2348528 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 40379 | InvestmentsOtherBOY |
| Investments Other EOY | 47640 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 47640 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10184658 | TotalAssetsBOY |
| Total Assets EOY | 9732781 | TotalAssetsEOY |
| Total Assets EOYFMV | 10930223 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 438 | AccountsPayableBOY |
| Accounts Payable EOY | 95 | AccountsPayableEOY |
| Total Liabilities BOY | 438 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 95 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 10184220 | CapitalStockBOY |
| Capital Stock EOY | 9732686 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 10184220 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9732686 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10184658 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9732781 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10184220 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -451534 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9732686 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9732686 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (55 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 |
|---|---|---|---|---|---|---|---|
| 50,000 SHS SLM | P | 2005-04-08 | 2010-01-20 | 44735 | 49333 | -4598 | -4598 |
| 800 SHS MCDONALD'S | P | 2008-01-10 | 2010-01-22 | 51502 | 45965 | 5537 | 5537 |
| 85 SHS AMAZON.COM | P | 2008-05-21 | 2010-01-22 | 10631 | 6786 | 3845 | 3845 |
| 770 SHS XTO ENERGY | P | 2008-07-15 | 2010-01-22 | 35537 | 45670 | -10133 | -10133 |
| 380 SHS JPMORGAN CHASE | P | 2008-01-25 | 2010-01-22 | 15130 | 16780 | -1650 | -1650 |
| 375 SHS COVIDIEN LTD | P | 2008-05-08 | 2010-03-15 | 18932 | 18492 | 440 | 440 |
| 230 SHS COGNIZANT TECH SOLUTIONS | P | 2008-03-18 | 2010-03-15 | 11592 | 6584 | 5008 | 5008 |
| 425 SHS GENERAL MILLS | P | 2008-01-10 | 2010-03-15 | 30727 | 24475 | 6252 | 6252 |
| 315 SHS METLIFE | P | 2008-01-10 | 2010-03-15 | 13142 | 18414 | -5272 | -5272 |
| 300 SHS JOHNSON & JOHNSON | P | 2008-12-08 | 2010-03-15 | 19253 | 17458 | 1795 | 1795 |
| 1,270 SHS WASTE MANAGEMENT | P | 2008-01-10 | 2010-03-15 | 42330 | 39671 | 2659 | 2659 |
| 30 SHS GOOGLE | P | 2005-06-03 | 2010-03-26 | 16804 | 8421 | 8383 | 8383 |
| 245 SHS TRANSOCEAN | P | 2009-01-13 | 2010-03-26 | 20032 | 12862 | 7170 | 7170 |
| 1,435 SHS CHESAPEAKE ENERGY | P | 2009-09-18 | 2010-03-26 | 31865 | 39831 | -7966 | -7966 |
| 397 SHS COVIDIEN LTD | P | 2008-05-08 | 2010-03-26 | 19689 | 19577 | 112 | 112 |
| 265 SHS COGNIZANT TECH SOLUTIONS | P | 2008-03-18 | 2010-03-26 | 13500 | 7586 | 5914 | 5914 |
| 85 SHS COGNIZANT TECH SOLUTIONS | P | 2006-01-03 | 2010-03-26 | 4330 | 2144 | 2186 | 2186 |
| 490 SHS TRANSOCEAN | P | 2009-01-13 | 2010-04-27 | 42180 | 25724 | 16456 | 16456 |
| 545 SHS TRAVELERS COMPANIES | P | 2009-08-05 | 2010-04-27 | 28127 | 25187 | 2940 | 2940 |
| 400 SHS TRAVELERS COMPANIES | P | 2009-03-26 | 2010-04-27 | 20644 | 15877 | 4767 | 4767 |
| 1,000 SHS VANGUARD MSCI EMERGING MARKETS ETF | P | 2009-09-18 | 2010-04-27 | 42581 | 38585 | 3996 | 3996 |
| 700 SHS ISHARES MSCI EAFE INDEX ETF | P | 2008-01-10 | 2010-04-27 | 39044 | 53220 | -14176 | -14176 |
| 900 SHS ISHARES MSCI PACIFIC EX JAPAN ETF | P | 2008-01-10 | 2010-04-27 | 38718 | 44878 | -6160 | -6160 |
| 92,000 ESTEE LAUDER | P | 2004-10-12 | 2010-05-25 | 99810 | 101419 | -1609 | -1609 |
| 185 SHS MASTERCARD | P | 2009-11-24 | 2010-05-27 | 38616 | 43915 | -5299 | -5299 |
| 645 SHS NORTHERN TRUST | P | 2008-03-18 | 2010-05-27 | 33247 | 43784 | -10537 | -10537 |
| 470 SHS NORTHERN TRUST | P | 2009-08-05 | 2010-05-27 | 24227 | 28688 | -4461 | -4461 |
| 100,000 SHS GOLDMAN SACHS GROUP | P | 2008-08-27 | 2010-06-15 | 100000 | 100657 | -657 | -657 |
| 100,000 SHS STATE STREET | P | 2008-09-03 | 2010-06-15 | 100000 | 104850 | -4850 | -4850 |
| 100,000 SHS VERIZON COMMUNICATIONS | P | 2008-08-25 | 2010-07-07 | 102722 | 106423 | -3701 | -3701 |
| 585 SHS L-3 COMMUNICATIONS HOLDINGS | P | 2005-05-03 | 2010-07-08 | 43051 | 41364 | 1687 | 1687 |
| 300 SHS AMDOCS LIMITED | P | 2005-02-22 | 2010-07-08 | 8359 | 8827 | -468 | -468 |
| 1,325 SHS AMDOCS LIMITED | P | 2005-05-03 | 2010-07-08 | 36920 | 36437 | 483 | 483 |
| 385 SHS MONSANTO | P | 2008-09-24 | 2010-07-13 | 19999 | 43385 | -23386 | -23386 |
| 240 SHS ALBEMARLE | P | 2008-01-10 | 2010-07-14 | 10038 | 8842 | 1196 | 1196 |
| 10 SHS JOHN DEERE | P | 2008-01-10 | 2010-07-14 | 10675 | 15668 | -4993 | -4993 |
| 415 SHS RESEARCH IN MOTION | P | 2008-02-14 | 2010-08-02 | 23519 | 40200 | -16681 | -16681 |
| 1,705 SHS STAPLES | P | 2006-12-05 | 2010-08-02 | 35508 | 44419 | -8911 | -8911 |
| 930 SHS STAPLES | P | 2009-08-05 | 2010-08-02 | 19368 | 19641 | -273 | -273 |
| 100,000 SHS CONOCO FUNDING | P | 2008-04-29 | 2010-08-03 | 106902 | 106710 | 192 | 192 |
| 348 SHS FRONTIER COMMUNICATIONS | P | 2008-01-10 | 2010-08-05 | 2613 | 3892 | -1279 | -1279 |
| 1,100 SHS COMCAST CLASS A | P | 2009-03-26 | 2010-09-02 | 19785 | 15779 | 4006 | 4006 |
| 385 SHS EOG RESOURCES | P | 2008-01-10 | 2010-09-02 | 34308 | 33815 | 493 | 493 |
| 335 SHS ALBEMARLE | P | 2008-01-10 | 2010-09-02 | 14172 | 12343 | 1829 | 1829 |
| 240 SHS BOEING | P | 2007-06-01 | 2010-09-14 | 15090 | 24140 | -9050 | -9050 |
| 430 SHS CVS CAREMARK | P | 2005-11-02 | 2010-09-14 | 12573 | 10391 | 2182 | 2182 |
| 95 SHS SYSCO | P | 2007-03-28 | 2010-09-14 | 2733 | 3201 | -468 | -468 |
| 900 SHS SYSCO | P | 2004-10-06 | 2010-09-14 | 25895 | 27200 | -1305 | -1305 |
| 3,355 SHS HUDSON CITY BANCORP | P | 2009-09-18 | 2010-10-12 | 40150 | 45227 | -5077 | -5077 |
| 55,000 SHS TEXTRON | P | 2008-04-10 | 2010-11-01 | 55000 | 56218 | -1218 | -1218 |
| 870 SHS GILEAD SCIENCES | P | 2010-03-26 | 2010-11-09 | 33572 | 39376 | -5804 | -5804 |
| 420 SHS EOG RESOURCES | P | 2008-01-10 | 2010-12-14 | 38337 | 36889 | 1448 | 1448 |
| CAPITAL GAIN DIVIDEND DISTRIBUTION | P | 538 | 538 | 538 | |||
| US TREASURY BILL | P | 2010-07-01 | 2010-11-01 | 50000 | 50000 | 0 | 0 |
| US TREASURY NOTE | P | 2010-07-01 | 2010-12-01 | 50000 | 50000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -68468 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 551029 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9778185 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056353 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 534778 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11321919 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047234 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 429526 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10910106 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039370 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 197744 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10090797 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.019596 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146650 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9832959 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.014914 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.177467 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035493 | AverageDistributionRatio |
| Net Noncharitable Assets | 10463289 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 371374 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2548 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 373922 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 632090 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2548 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2548 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2548 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 452 | Overpayment |
| Amount Credited To Next Year | 452 | 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 | DANIEL HAGEDORN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2062299043 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2013 4TH AVE SUITE 202 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARK TORRANCE | ||||||||
| 2013 FOURTH AVE SUITE 402 | SEATTLE | WA | 98121 | PRESIDENT, DIRECTOR | 0.00 | 0 | 0 | 0 |
| SUSAN TORRANCE | ||||||||
| 2013 FOURTH AVE SUITE 402 | SEATTLE | WA | 98121 | V PRES, SECTY, DIRECTOR | 0.00 | 0 | 0 | 0 |
| DANA BASS SOLOMON | ||||||||
| 2013 FOURTH AVE SUITE 402 | SEATTLE | WA | 98121 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHRIS BIRKELAND | ||||||||
| 2013 FOURTH AVE SUITE 402 | SEATTLE | WA | 98121 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL MATHIEU | ||||||||
| 2013 FOURTH AVE SUITE 402 | SEATTLE | WA | 98121 | DIRECTOR | 0.00 | 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 |
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 | 10555325 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 67303 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10622628 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10622628 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 159339 | CashDeemedCharitable |
| Net Noncharitable Assets | 10463289 | NetNoncharitableAssets |
| Minimum Investment Return | 523164 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 523164 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2548 | TaxBasedOnInvestmentIncome |
| Total Tax | 2548 | TotalTax |
| Distributable Amount Before Adj | 520616 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 520616 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 520616 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 632090 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 632090 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2548 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 629542 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 520616 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 459533 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 632090 | QualifyingDistributions |
| Applied To Year1 | 459533 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 172557 | 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 | 348059 | 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 | MARK TORRANCE | ContributingManager |
| Contributing Manager | SUSAN TORRANCE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGROS INTERNATIONAL | |||||||||||
| 2225 4TH AVE 2ND FLOOR | SEATTLE | WA | 98121 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |||||
| AMERICAN CONSTITUTION SOCIETY | |||||||||||
| 1333 H STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |||||
| FLAGSHIP FOUNDATION | |||||||||||
| 104 PIKE STREET STE 200 | SEATTLE | WA | 98101 | PRIVATE FOUNDATION | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |||||
| FREE PRESS | |||||||||||
| PO BOX 28 | NORTHAMPTON | MA | 01061 | PUBLIC CHARITY | PROGRAM SUPPORT- | $100,000 | |||||
| FUSE INNOVATION FUND | |||||||||||
| 1403 THIRD AVE STE 510 | SEATTLE | WA | 98101 | PUBLIC CHARITY | PROGRAM SUPPORT - ENVIRONMENTAL QUALITY PROTECTION | $25,000 | |||||
| GABI 4H CLUB | |||||||||||
| PO 825 | HONOKAA | HI | 96727 | PUBLIC CHARITY | PROGRAM SUPPORT -SOCIAL SERVICES | $5,000 | |||||
| GAGE ACADEMY OF ART | |||||||||||
| 1501 10TH AVE E SUITE 101 | SEATTLE | WA | 98102 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $27,000 | |||||
| HIGHLAND TERRACE ELEMENTARY | |||||||||||
| 100 NORTH 160TH | SHORELINE | WA | 98133 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVICES | $12,340 | |||||
| MEDIA MATTERS FOR AMERICA | |||||||||||
| 1625 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $50,000 | |||||
| NORTH BEACH ELEMENTARY PTA | |||||||||||
| 9018 24TH AVE NW | SEATTLE | WA | 98177 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVIES | $5,000 | |||||
| NORTHWEST CHILDREN'S FUND | |||||||||||
| 2100 24TH AVE S STE 320 | SEATTLE | WA | 98144 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $10,000 | |||||
| PACIFIC SCIENCE CENTER | |||||||||||
| 200 2ND AVE N | SEATTLE | WA | 98109 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $12,500 | |||||
| RESTORE INTERNATIONAL | |||||||||||
| 4423 POINT FOSDICK DR 302 | GIG HARBOR | WA | 98335 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $9,000 | |||||
| SEATTLE ART MUSEUM | |||||||||||
| 1300 FIRST AVENUE | SEATTLE | WA | 98101 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $11,500 | |||||
| SEATTLE CHILDREN'S HOME | |||||||||||
| 2142 10TH AVE WEST | SEATTLE | WA | 98119 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $25,000 | |||||
| SEATTLE GIRLS SCHOOL | |||||||||||
| 2706 S JACKSON | SEATTLE | WA | 98144 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVICES | $10,000 | |||||
| SIGHTLINE INSTITUTE | |||||||||||
| 1402 3RD AVE STE 500 | SEATTLE | WA | 98101 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVICES | $25,000 | |||||
| SNOW LEOPARD TRUST | |||||||||||
| 4649 SUNNYSIDE AVE N STE 325 | SEATTLE | WA | 98103 | PUBLIC CHARITY | PROGRAM SUPPORT - NATURAL RESOURCE CONSERVATION | $2,500 | |||||
| SUMMER SEARCH SEATTLE | |||||||||||
| PO BOX 24772 | SEATTLE | WA | 98124 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVICES | $1,000 | |||||
| SWEDISH MEDICAL CENTER FOUNDATION | |||||||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $2,000 | |||||
| THIRD WAY INSTITUTE | |||||||||||
| 1025 CONNECTICUT AVE NW STE 501 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL ACTION, CIVIL RIGHTS | $15,000 | |||||
| TIDES CANADA | |||||||||||
| PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $205,125 | 680-220 CAMBIE ST | VANCOUVER | BC | CA | V6B 2M9 | ||||
| TREEHOUSE FUND INC | |||||||||||
| 2100 24TH AVE S 220 | SEATTLE | WA | 98144 | PUBLIC CHARITY | PROGRAM SUPPORT - SOCIAL SERVICES | $5,000 | |||||
| UW FOUNDATION | |||||||||||
| 407 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | PUBLIC CHARITY | PROGRAM SUPPORT - EDUCATION SERVICES | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 622965 | 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 | $308,438 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$68,468 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $239,970 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 239970 | 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 | Category |
| Amount | $8,700 | Amount |
| Net Investment Income | 4400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4400 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 2205547 | EOYBookValue |
| EOYFMV | 2348528 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 5055718 | EOYBookValue |
| EOYFMV | 5943110 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2154345 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2321414 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 47640 | BookValue |
| EOYFMV | 47640 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $2,925 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2925 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 1775 | 0 | 1775 |
| LICENSE & PERMITS | 25 | 0 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $47,248 | Amount |
| Net Investment Income | 47248 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $2,032 | 2032 | 0 |
| EXCISE TAX ON INVESTMENT INCOME | $5,466 | 0 | 0 |
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