THE STROUM FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE STROUM FAMILY FOUNDATION (EIN 91-1362111)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349101444
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T13:54:03-06:00 | 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 | MACDONALD & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 755 WINSLOW WAY STE 200 | AddressLine1 |
| City | BAINBRIDGE ISLAND | City |
| State | WA | State |
| ZIP Code | 98110 | 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 | 911362111 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CSMF | NameControl |
| Phone | 2064676767 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SIXTH AVENUE STE 3434 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981212807 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA STROUM | Name |
| Title | PRESIDENT | Title |
| Phone | 2064676767 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY BAUER MACDONALD | Name |
| Phone | 2067801912 | Phone |
| Date Prepared | 2011-11-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 4068913 | 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 | 106152 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 106152 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -260390 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 994109 | GrossSalesPrice |
| Total Revenue And Expenses | -154238 | TotalRevenueAndExpenses |
| Total Net Investment Income | 106152 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4550 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4600 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 106500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 106500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 111100 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 106500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -265338 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 106152 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 19365 | CashBOY |
| Cash EOY | 7067 | CashEOY |
| Cash EOYFMV | 7067 | CashEOYFMV |
| Investments Corp Stock BOY | 515908 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1635115 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1646787 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 1418231 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1442769 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOY | 1254499 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 972290 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 535273 | TotalAssetsBOY |
| Total Assets EOY | 4314912 | TotalAssetsEOY |
| Total Assets EOYFMV | 4068913 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 100880 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 100880 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 434393 | RetainedEarningsBOY |
| Retained Earnings EOY | 4214032 | RetainedEarningsEOY |
| Total Net Assets BOY | 535273 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4314912 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 535273 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4314912 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 535273 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -265338 | ExcessOfRevenueOverExpenses |
| Other Increases | 4044977 | OtherIncreases |
| Subtotal | 4314912 | Subtotal |
| Total Net Assets Fund Balances EOY | 4314912 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (31 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 |
|---|---|---|---|---|---|---|---|
| 968.993 UBS DYNAMIC ALPHA FD | P | 2008-12-18 | 2010-12-29 | 5969 | 5959 | 10 | 10 |
| 473.104 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 4707 | 6444 | -1737 | -1737 |
| 12894.560 UBS GLOBAL ALLOCATION | P | 2006-11-13 | 2010-12-29 | 128300 | 192005 | -63705 | -63705 |
| 2598.519 UBS DYNAMIC ALPHA FD | P | 2008-12-18 | 2010-12-29 | 25855 | 25465 | 390 | 390 |
| 978.993 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 9741 | 7039 | 2702 | 2702 |
| 13.190 JPMORGAN HIGHBRIDGE | P | 2008-12-23 | 2010-12-29 | 198 | 216 | -18 | -18 |
| 1934.897 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 19252 | 13912 | 5340 | 5340 |
| 8247.135 JP MORGAN HIGHBRIDGE | P | 2008-08-25 | 2010-12-29 | 123784 | 133439 | -9655 | -9655 |
| 1264.177 UBS GLOBAL ALLOCATION | P | 2009-12-18 | 2010-12-29 | 12578 | 11668 | 910 | 910 |
| .369 USB DYNAMIC ALPHA FD | P | 2010-12-29 | 2010-12-29 | 2 | 4 | -2 | -2 |
| 2498.538 UBS GLOBAL ALLOCATION | P | 2009-12-18 | 2010-12-29 | 24860 | 23062 | 1798 | 1798 |
| 30.351 UBS DYNAMIC ALPHA FD | P | 2007-12-19 | 2010-12-29 | 187 | 309 | -122 | -122 |
| 1162.804 UBS GLOBAL ALLOCATION | P | 2006-12-21 | 2010-12-29 | 11570 | 16454 | -4884 | -4884 |
| 1795.669 UBS DYNAMIC ALPHA FD | P | 2009-12-18 | 2010-12-29 | 11061 | 10918 | 143 | 143 |
| 588.339 UBS GLOBAL ALLOCATION | P | 2006-12-21 | 2010-12-29 | 5854 | 8325 | -2471 | -2471 |
| 2093.153 UBS DYNAMIC ALPHA FD | P | 2007-12-19 | 2010-12-29 | 12894 | 21287 | -8393 | -8393 |
| 1339.524 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 13328 | 18244 | -4916 | -4916 |
| 12920.819 UBS DYNAMIC ALPHA FD | P | 2008-12-18 | 2010-12-29 | 79591 | 64087 | 15504 | 15504 |
| 677.754 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 6744 | 9231 | -2487 | -2487 |
| 21287 UBS DYNAMIC ALPHA FD | P | 2006-06-30 | 2010-12-29 | 131125 | 235014 | -103889 | -103889 |
| 1434.2929 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 14271 | 10313 | 3958 | 3958 |
| 375.817 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 3739 | 5119 | -1380 | -1380 |
| 2834.759 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 28206 | 20382 | 7824 | 7824 |
| 190.150 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 1892 | 2590 | -698 | -698 |
| 830.201 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 8260 | 11747 | -3487 | -3487 |
| 600.472 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 5975 | 4317 | 1658 | 1658 |
| 420.054 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 4180 | 5944 | -1764 | -1764 |
| 1186.782 UBS GLOBAL ALLOCATION | P | 2008-12-18 | 2010-12-29 | 11808 | 8533 | 3275 | 3275 |
| 12929.425 UBS GLOBAL ALLOCATION | P | 2006-06-30 | 2010-12-29 | 128647 | 179207 | -50560 | -50560 |
| 239.375 UBS GLOBAL ALLOCATION | P | 2007-12-19 | 2010-12-29 | 2382 | 3260 | -878 | -878 |
| 13486.177 UBS GLOBAL ALLOCATION | P | 2006-10-26 | 2010-12-29 | 134186 | 200005 | -65819 | -65819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -260390 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 456093 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.002193 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 357828 | NoncharitableAssetsYear2 |
| Qualifying Distributions Year3 | 10000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 608332 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.016438 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10485 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 624699 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.016784 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 706 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 489237 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.001443 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.036858 | TotalDistributionRatio |
| Average Distribution Ratio | 0.009215 | AverageDistributionRatio |
| Net Noncharitable Assets | 3452366 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31814 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1062 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32876 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 106500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1062 | InvestmentIncomeExciseTax |
| Subtotal | 1062 | Subtotal |
| Tax Based On Investment Income | 1062 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 411 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 411 | TotalCreditsAndPayments |
| Tax Due | 651 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CYNTHIA STROUM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2064676767 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SIXTH AVE STE 3434 | AddressLine1 |
| Address Line2 | 2001 SIXTH AVE STE 3434 | AddressLine2 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98128 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA STROUM | |||||||||
| 2001 SIXTH AVENUE STE 3434 | 2001 SIXTH AVENUE STE 3434 | SEATTLE | WA | 98121 | PRES/TREAS | 1.00 | 0 | 0 | 0 |
| IRWIN TREIGER | |||||||||
| 2001 SIXTH AVENUE STE 3434 | SEATTLE | WA | 98128 | SECRETARY | 1.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3497510 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7430 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3504940 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3504940 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52574 | CashDeemedCharitable |
| Net Noncharitable Assets | 3452366 | NetNoncharitableAssets |
| Minimum Investment Return | 172618 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 172618 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1062 | TaxBasedOnInvestmentIncome |
| Total Tax | 1062 | TotalTax |
| Distributable Amount Before Adj | 171556 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 171556 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 171556 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 106500 | ExpensesAndContributions |
| Qualifying Distributions | 106500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1062 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 105438 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 171556 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 106420 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 28385 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 28385 | TotalExcessDistriCarryover |
| Qualifying Distributions | 106500 | QualifyingDistributions |
| Applied To Year1 | 106420 | AppliedToYear1 |
| Applied To Current Year | 80 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 28385 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 28385 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 143091 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| SEATTLE CHILDREN'S HOSPIT | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | CLOWN CARE UNIT SUPPORT | $7,500 | ||
| FRED HUTCHINSON CANCER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | ANNUAL SUPPORT | $10,000 | RESEARCH CENTER | |
| EDUCATION USA | |||||||
| US STATE DEPARTMENT | WASHINGTON | DC | 20520 | ANNUAL SUPPORT | $4,000 | 2201 C STREET NW | |
| PANCREATIC CANCER ACTION | |||||||
| 1500 ROSECRANS AVE | MANHATTEN BEACH | CA | 90266 | AACR FELLOWSHIP | $75,000 | NETWORK | SUITE 200 |
| LANCE ARMSTRONG FOUNDATIO | |||||||
| 2201 E SIXTH STREET | AUSTIN | TX | 78702 | ANNUAL SUPPORT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 106500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $106,152 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,963 | ExclusionAmount |
| Related Or Exempt Function Income | -283353 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,115 | ExclusionAmount |
| Related Or Exempt Function Income | -283353 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -154238 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $4,550 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| CYNTHIA STROUM |
| IRWIN TREIGER |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| GENERAL RETURN INFORMATION | PURSUANT TO A MERGER PLAN, THE STRO OF ITS ASSETS TO THE CSM FOUNDATION EXIST AS ORGANIZATIONS THAT ARE EXE THE MERGER WITH THE CSM FOUNDATION THE STROUM FAMILY FOUNDATIONS STAT AS A TRANSFER UNDER SECTION 507(B)( FOUNDATION TO BE TREATED AS A NEWLY FOUNDATION WAS FOUNDED IN 2003 AND 60 MONTHS PRIOR TO THE MERGER. THE ASSETS TRANSFERRED TO THE CSM F 19,323.031 UNITS UBS GLOBAL ALLOCAT 3,268.854 UNITS UBS PACE GOVT SEC 4,040.785 UNITS UBS INTL EMERGING M 38,127.361 UNITS UBS DYNAMIC ALPHA 18,343.774 UNITS UBS ABSOLUTE RETUR 3,158.478 UNITS NATIXIX AEW REAL ES 2,165.397 UNITS NATISIS VAUGHAN NEL 78,490.466 UNITS PIMCO TOTAL RETURN 10,514.775 UNITS PIMCO EMERGING MAR 11,562.944 UNITS GOLDMAN SACHS HIGH 6,372.867 UNITS COLUMBIA MARISCO GR 3,542.759 UNITS BLACKROCK GOVERNMEN 20,654.386 UNITS DELAWARE EXTENDED 4,402.264 UNITS BLACKROCK SML/MID-C 3,530.406 UNITS NUVEEN TRADEWINDS I 19,663.102 UNITS ALLIANZ NFJ DIVIDE 8,260.325 UNITS JP MORGAN HIGHBRIDG 5,662.359 UNITS JP MORGAN INTREPID 7,269.742 UNITS DAVIS NEW YORK VENT 9,538.213 UNITS DELAWARE INTL VALUE 19,405.520 FT TEMPLETON WORLD A TRA 88.725 UNITS DELAWARE EXTENDED DURA CASH 7,673.43 |
| GENERAL ELECTIONS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | UBS BOND MUTUAL FUND | NameOfBond |
| EOY Book Value | 1418231 | EOYBookValue |
| EOYFMV | 1442769 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UBS MUTUAL FUNDS | 1635113 | 1461399 |
| STARBUCKS CORP | 2 | 185388 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS ALTERNATIVE STRATEGIES | AT COST | 471233 | 364122 |
| UBS OTHER INVESTMENTS | AT COST | 783266 | 608168 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK CHARGES | |
| BUSINESS LICENSE | 50 |
| EXCISE TAX |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRANSFER FROM STROUM FOUNDATION | Description |
| Amount | $4,044,977 | Amount |
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