JOHN AND WAUNA HARMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND WAUNA HARMAN FOUNDATION (EIN 91-1999241)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-22
- IRS object ID
- 202601129349100525
- Schema version
- 2025v4.1
- 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
- Dissolution Stmt
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T14:15:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 911999241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND WAUNA HARMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3053 FREEPORT BLVD 257 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95818 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BERREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R KOENECKE CPA | PreparerPersonNm |
| PTIN | P02100881 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,322,994 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40,193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,513,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,333,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,513,824 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,566,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,566,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,924 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,525 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,525 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,518 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,984 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,515 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,515 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,403 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $387,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $360,856 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,603,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,603,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,990,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,964,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,424,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,562,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $643,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $643,731 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,373,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,679,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,679,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,746,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,322,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,322,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,746,889 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,322,731 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,746,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,746,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,322,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,746,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,424,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,322,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,333,173 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,819,349 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,513,824 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,513,824 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,513,824 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $776 | OverpaymentAmt |
| Applied To ES Tax | $776 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | 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 | WWW.JWHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3053 FREEPORT BLVD 257 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95818 | 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE BOUDREAU | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | EXECUTIVE DIRECTOR | 40.00 | $164,924 | $55,656 | $0 |
| JULIE BERREY | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | BOARD MEMBER & PRESIDENT | 9.00 | $0 | $0 | $0 |
| JOHN CARNEY | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | BOARD MEMBER & VICE-PRESIDENT | 5.00 | $6,500 | $0 | $0 |
| MARK HARMAN | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | BOARD MEMBER & TREASURER | 3.00 | $0 | $0 | $0 |
| MARISETTE HASAN | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | BOARD MEMBER & SECRETARY | 4.00 | $6,500 | $0 | $0 |
| BARRY HARMAN | ||||||||
| 3053 FREEPORT BLVD 257 | SACRAMENTO | CA | 95818 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORMING CARE PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2209 9TH AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STRATEGIC CONSULTING | ServiceTypeTxt |
| Compensation | $64,984 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $3,027,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,046,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,073,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,073,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,012,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,724 | TotalTaxAmt |
| Distributable Before Adj | $178,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,964,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,964,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $239,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $638,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $648,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,543,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,228,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,964,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,785,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,013,492 | 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 | $157,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,855,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $239,125 | ExcessFromYear4Amt |
| Excess From Year3 | $638,829 | ExcessFromYear3Amt |
| Excess From Year2 | $648,910 | ExcessFromYear2Amt |
| Excess From Year1 | $1,543,703 | ExcessFromYear1Amt |
| Excess From Current Year | $3,785,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR PRACTICAL BIOETHICS | |||||||
| 13725 METCALF AVENUE 427 | OVERLAND PARK | KS | 66223 | N/A | PC | ADVANCE CARE PLANNING IN FAITH COMMUNITIES | $15,700 |
| DUKE DIVINITY SCHOOL | |||||||
| 200 W MAIN ST STE 710 | DURHAM | NC | 277054677 | N/A | PC | DIVINITY SCHOOL ADVANCE CARE PLANNING GRANT EXTENSION | $25,000 |
| END WELL FOUNDATION | |||||||
| 1083 VINE STREET SUITE 803 | HEALDSBURG | CA | 95448 | N/A | PC | END WELL 2025 "GETTING PAST LABELS WORKSHOP" | $30,000 |
| GRANTMAKERS IN AGING | |||||||
| 333 MAMARONECK AVENUE 238 | WHITE PLAINS | NY | 10605 | N/A | PC | SI/EOL FUNDERS COMMUNITY SUPPORT | $6,000 |
| HEART TONES | |||||||
| 530 CLIFTON COURT | MIDLOTHIAN | TX | 76065 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HEART TONES | |||||||
| 530 CLIFTON COURT | MIDLOTHIAN | TX | 76065 | N/A | PC | GENERAL OPERATING SUPPORT | $37,000 |
| MOCKINGBIRD INCUBATOR | |||||||
| 5009 YORK BLVD | LOS ANGELES | CA | 90042 | N/A | PC | GENERAL OPERATING SUPPORT FOR PAUSE | $10,000 |
| REIMAGINE INC | |||||||
| 660 4TH STREET 281 | SAN FRANCISCO | CA | 94007 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| SOUTHEAST WASHINGTON OFFICE OF AGING AND LONG TERM CARE | |||||||
| PO BOX 8394 | YAKIMA | WA | 98908 | N/A | PC | EMERGENCY FUND | $24,707 |
| WELLNESS HOUSE | |||||||
| 6006 SUMMITVIEW AVENUE | YAKIMA | WA | 98908 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| YAKIMA VALLEY COMMUNITY FOUNDATION | |||||||
| 316 E YAKIMA AVE 201 | YAKIMA | WA | 98901 | N/A | PC | COMMUNITY RESILIENCE FUND | $750,000 |
| YAKIMA VALLEY COMMUNITY FOUNDATION | |||||||
| 316 E YAKIMA AVE 201 | YAKIMA | WA | 98901 | N/A | PC | YAKAMA POWER APPRENTICESHIP FUND | $1,670,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,603,407 | 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 | $40,193 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,513,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,566,367 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,566,367 | 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 AND BOOKKEEPING SERVICES | CategoryTxt |
| Amt | $14,505 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,505 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART XIV LINE 3 FOR LIST OF GRANTS PAID | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3053 FREEPORT BLVD 257 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH | ShortExplanationTxt |
| Dissolution | $3,603,407 | DissolutionAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERICA N CHARLOTTE NC CD 4.100% 1/5/26 906,000 UNITS | AT COST | $906,000 | $906,023 |
| BANK OF CHINA NEW NEW YORK NY CD 3.900% 1/15/26 126,000 UNITS | AT COST | $126,000 | $126,004 |
| KEY BANK CD CLEVELAND OH CD 4.100% 1/5/26 905,000 UNITS | AT COST | $905,000 | $905,023 |
| PNC BANK NA WILMINGTON DE CD 4.000% 4/2/26 371,000 UNITS | AT COST | $371,000 | $371,084 |
| TOYOTA FINL SVGS HENDERSON NV CD 4.050% 4/2/26 371,000 UNITS | AT COST | $371,000 | $371,129 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN 2021, THE FOUNDATION'S BOARD REVISITED THE LIFESPAN OF THE FOUNDATION, AS THEY HAVE DONE PREVIOUSLY EVERY 5 YEARS OR SO. THEY SPOKE ABOUT A TEN-YEAR SPEND-DOWN AT THAT TIME. DURING 2025, THE FOUNDATION GAVE OUT GRANTS AND CONTRIBUTIONS TOTALING $3,603,407 WHICH EXCEEDS 25% OF THE OPENING NET ASSET BALANCE. WHILE THERE IS NOT YET A FORMAL PLAN OF TERMINATION, THE FOUNDATION WILL CONTINUE TO SPEND DOWN EACH YEAR WITH TENTATIVE PLANS OF 2027 BEING THEIR LAST YEAR OF OPERATIONS. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $8,563 | $0 | $8,563 |
| INSURANCE | $2,258 | $0 | $2,258 |
| PAYROLL PROCESSING FEES | $1,922 | $0 | $1,922 |
| DUES & MEMBERSHIPS | $6,660 | $0 | $6,660 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,518 | $3,518 | $0 |
| VIDEO PRODUCTION SERVICES | $3,000 | $0 | $3,000 |
| STRATEGIC CONSULTING | $64,984 | $0 | $64,984 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $22,744 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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