BACON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BACON FAMILY FOUNDATION (EIN 74-3070936)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-17
- IRS object ID
- 202642609349100129
- Schema version
- 2025v4.2
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-17T18:53:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743070936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BACON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACO | BusinessNameControlTxt |
| Phone | 4252562662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSIE TAKETA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4252562662 | PhoneNum |
| Signature | 2026-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE CPA | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2026-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,357,205 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $540,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $880,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $540,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $558,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,605 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,672 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,672 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,192 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,192 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,729 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,908 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,089 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,553 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $816,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $529,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,668 | CashBOYAmt |
| Cash EOY | $7,151 | CashEOYAmt |
| Cash EOYFMV | $7,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,941,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,348,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,348,953 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $30,311 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,984,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,357,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,357,205 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $925 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $791 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $791 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,983,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,356,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,983,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,984,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,357,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,983,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,726,408 | SubtotalAmt |
| Other Decreases | $369,994 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMAZON.COM INC | P | 2025-05-29 | 2025-06-13 | $29,247 | $28,291 | $956 | $956 |
| ABBVIE, INC. | P | 2020-10-19 | 2025-01-13 | $26,141 | $12,610 | $13,531 | $13,531 |
| ABBVIE, INC. | P | 2020-10-19 | 2025-06-13 | $19,195 | $8,521 | $10,674 | $10,674 |
| ABBVIE, INC. | P | 2021-06-24 | 2025-06-13 | $13,629 | $8,125 | $5,504 | $5,504 |
| ABBVIE, INC. | P | 2021-06-24 | 2025-10-23 | $25,007 | $12,474 | $12,533 | $12,533 |
| APPLE, INC | P | 2016-06-24 | 2025-01-13 | $2,340 | $233 | $2,107 | $2,107 |
| APPLE, INC | P | 2016-05-24 | 2025-06-13 | $67,466 | $7,966 | $59,500 | $59,500 |
| APPLE, INC | P | 2026-05-24 | 2025-10-23 | $15,070 | $1,351 | $13,719 | $13,719 |
| FIRST TRUST EXCHANGE TRADED FD II | P | 2020-05-24 | 2025-01-13 | $1,328 | $687 | $641 | $641 |
| FIRST TRUST EXCHANGE TRADED FD II | P | 2020-05-24 | 2025-06-13 | $30,027 | $13,486 | $16,541 | $16,541 |
| HOME DEPOT INC | P | 2021-04-24 | 2025-01-13 | $7,400 | $4,978 | $2,422 | $2,422 |
| HOME DEPOT INC | P | 2021-02-24 | 2025-06-13 | $24,602 | $18,079 | $6,523 | $6,523 |
| MCDONALDS CORP | P | 2019-11-05 | 2025-06-13 | $15,436 | $9,810 | $5,626 | $5,626 |
| NEXTERA ENERGY INC | P | 2020-05-24 | 2025-06-13 | $29,546 | $24,172 | $5,374 | $5,374 |
| NEXTERA ENERGY INC | P | 2020-05-24 | 2025-10-23 | $9,763 | $7,070 | $2,693 | $2,693 |
| PEPSICO INC | P | 2018-05-01 | 2025-06-13 | $21,053 | $15,998 | $5,055 | $5,055 |
| PEPSICO INC | P | 2018-05-01 | 2025-10-23 | $10,135 | $6,699 | $3,436 | $3,436 |
| PEPSICO INC | P | 2018-05-01 | 2025-12-02 | $35,243 | $23,998 | $11,245 | $11,245 |
| SELECT SECTOR SPDR TRUST | P | 2020-05-24 | 2025-06-13 | $34,408 | $14,746 | $19,662 | $19,662 |
| UNITEDHEALTH GROUP | P | 2013-02-06 | 2025-01-13 | $18,399 | $1,943 | $16,456 | $16,456 |
| UNITEDHEALTH GROUP | P | 2013-02-06 | 2025-05-29 | $29,702 | $5,715 | $23,987 | $23,987 |
| UNITEDHEALTH GROUP | P | 2013-04-30 | 2025-05-29 | $44,553 | $8,920 | $35,633 | $35,633 |
| VANECK ETF TR | P | 2021-12-07 | 2025-06-13 | $49,798 | $30,114 | $19,684 | $19,684 |
| ALPHABET INC | P | 2011-06-11 | 2025-01-13 | $11,448 | $811 | $10,637 | $10,637 |
| ALPHABET INC | P | 2011-05-11 | 2025-06-13 | $70,606 | $5,407 | $65,199 | $65,199 |
| ALPHABET INC | P | 2012-04-24 | 2025-05-13 | $14,121 | $1,213 | $12,908 | $12,908 |
| SELECT SECTOR SPDR TRUST | P | 2014-03-07 | 2025-06-13 | $22,701 | $9,845 | $12,856 | $12,856 |
| SELECT SECTOR SPDR TRUST | P | 2014-11-14 | 2025-06-13 | $16,137 | $7,931 | $8,206 | $8,206 |
| SELECT SECTOR SPDR TRUST | P | 2013-11-05 | 2025-01-13 | $7,003 | $2,583 | $4,420 | $4,420 |
| SELECT SECTOR SPDR TRUST | P | 2014-11-04 | 2025-06-13 | $10,043 | $4,175 | $5,868 | $5,868 |
| SELECT SECTOR SPDR TRUST | P | 2014-11-14 | 2025-06-13 | $27,819 | $11,712 | $16,107 | $16,107 |
| COSTCO WHOLESALE CORP | P | 2017-06-21 | 2025-01-13 | $27,771 | $4,903 | $22,868 | $22,868 |
| COSTCO WHOLESALE CORP | P | 2017-06-21 | 2025-06-13 | $68,360 | $11,276 | $57,084 | $57,084 |
| SELECT SECTOR SPDR TRUST | P | 2014-11-14 | 2025-01-13 | $8,625 | $2,699 | $5,926 | $5,926 |
| SELECT SECTOR SPDR TRUST | P | 2014-11-14 | 2025-06-13 | $36,510 | $11,835 | $24,675 | $24,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $540,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $3,936 | OverpaymentAmt |
| Applied To ES Tax | $3,936 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BART WENSTROM | IndividualWithBooksNm |
| Phone | 4252562662 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAR 4 LLC - PO BOX 848 | AddressLine1Txt |
| City | MEDINA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN E BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| DEBRA BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSIE TAKETA | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN D BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $31,781 | $0 | $0 |
| JOSEPH A BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANTHONY R BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| AMY B BACON | ||||||||
| PO BOX 848 | MEDINA | WA | 98039 | DIRECTOR | 10.00 | $25,891 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE BACON FAMILY FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 20 | Description1Txt |
| Expenses1 | $603,678 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,492,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,576,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,576,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,552,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,360 | TotalTaxAmt |
| Distributable Before Adj | $70,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $793,382 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $222,448 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $316,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $454,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,151,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,424,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $723,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,147,689 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $279,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,868,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $222,448 | ExcessFromYear4Amt |
| Excess From Year3 | $316,589 | ExcessFromYear3Amt |
| Excess From Year2 | $454,121 | ExcessFromYear2Amt |
| Excess From Year1 | $1,151,780 | ExcessFromYear1Amt |
| Excess From Current Year | $723,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E BACON | ContributingManagerNm |
| Contributing Manager | DEBRA BACON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLEVUE BOYS LACROSSE CLUB | |||||||
| 227 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $2,500 |
| BELLEVUE LIFESPRING | |||||||
| POBOX 50172 | BELLEVUE | WA | 98015 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $66,749 |
| BOYS AND GIRLS CLUB | |||||||
| 209 100TH AVENUE NE | BELLEVUE | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $75,050 |
| BRIDGE RECEIVING CENTER | |||||||
| PO BOX 2930 | WOODINVILLE | WA | 98072 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $50,000 |
| EASTSIDE ACADEMY | |||||||
| 1800 100TH AVE NE | BELLEVUE | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $50,000 |
| JUBILEE REACH | |||||||
| 14200 SE 13TH PLACE | BELLEVUE | WA | 98007 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $56,746 |
| KINDERING CENTER | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $300 |
| NO MORE UNDER | |||||||
| 1100 BELLEVUE WAY NE SUITE 81-563 | BELLEVUE | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $25,000 |
| RAINIER ATHLETES | |||||||
| 17215 SE 29TH COURT | BELLEVUE | WA | 98008 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $80,000 |
| SACRED HEART SCHOOL | |||||||
| 9460 NE 14TH ST | CLYDE HILL | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,325 |
| AUGIES QUEST TO CURE | |||||||
| PO BOX 9886 | DENVER | CO | 80209 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $520 |
| BELLEVUE HIGH SCHOOL - SOUP4SIMPSON | |||||||
| 10416 SE WOLVERINE WAY | BELLEVUE | WA | 98004 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 12600 SE 38TH ST SUITE 150 | BELLEVUE | WA | 98006 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $5,000 |
| PURPOSITY FOUNDATION INC | |||||||
| 193 BLUE HERON BLUFF | DAWSONVILLE | GA | 30534 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $150,725 |
| JUNIOR ACHIVEMENT OF WASHINGTON | |||||||
| 1610 PERIMETER RD | AUBURN | WA | 98001 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $1,075 |
| MAKE A WISH OF AMERICA | |||||||
| 4742 NORTH 24TH STREET | PHOENIX | AZ | 85016 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $500 |
| SOLID GROUND | |||||||
| 1501 NE 45TH ST | SEATTLE | WA | 98103 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $1,162 |
| FAMILIES HELPING FAMILIES | |||||||
| 1025 84TH AVE NE | MEDINA | WA | 98039 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $13,600 |
| BELLEVUE SCHOOLS DISTRICT FAMILIES | |||||||
| 12111 NE 1ST STREET | BELLEVUE | WA | 98005 | NONE | PC | FUNDING OF GENERAL CHARITABLE OPERATIONS | $14,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,618 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $999 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $540,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $558,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $558,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $6,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN - US MANAGED EQUITY FUNDS | StockNm |
| EOY Book Value | $1,348,953 | EOYBookValueAmt |
| EOYFMV | $1,348,953 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN TO OFFICERS, DIRECTORS, TRUSTEES AND OTHER DISQUALIFIED PERSONS | Desc |
| BOY Book Value | $30,311 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $369,994 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $1,411 | $0 | $0 | $1,401 |
| FOUNDATION OPERATING EXPENSES | $54,152 | $0 | $0 | $54,152 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILTIES | $925 | $41 |
| JP MORGAN #3273 CREDIT CARD | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | $22,729 | $22,729 | $0 | $0 |
| CONSULTING FEES | $24,908 | $0 | $0 | $24,908 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $5,419 | $0 | $0 | $5,419 |
| FEDERAL TAXES | $8,670 | $0 | $0 | $8,670 |
Comments