BETA

DAWKINS CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DAWKINS CHARITABLE TRUST (EIN 47-7442783)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-21
IRS object ID
202530529349100308
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-21T11:18:42-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921372905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OPSAHL DAWSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15209 CORPORATE CENTER CT SEAddressLine1Txt
CityLACEYCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477442783EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWKINS CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAWKBusinessNameControlTxt
Phone3607910154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BAUER 5640 FOREST SHORES DRIVEAddressLine1Txt
CityOLYMPIACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ MARK BAUERPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone3607910154PhoneNum
Signature2025-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILLIP A HALL CPAPreparerPersonNm
PTINP00025079PTIN
Phone3604562100PhoneNum
Preparation2025-02-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$59,088InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59,088InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,422DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,422DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$328,277NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,377,555GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$328,277CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$412,787TotalRevAndExpnssAmt
Total Net Invst Incm$412,787TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$41,123CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,708CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$27,415CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,205LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,646OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,646OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$3InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$4,409TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,754TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,515TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,950,209ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,950,209ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,011,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,754TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,979,724TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,598,308ExcessRevenueOverExpensesAmt
Net Investment Income$388,033NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,635,861SavAndTempCashInvstBOYAmt
Acct Rcvbl BOY$15,481AcctRcvblBOYAmt
Other Investments BOY$947,486OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,598,828TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Accounts Payable BOY$520AccountsPayableBOYAmt
Total Liabilities BOY$520TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,598,308RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,598,308TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,598,828TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,598,308TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,598,308ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS-849 SHORT-TERM CAPITAL GAINS(LOSSES)$6,258$6,160$98$98
UBS-849 LONG-TERM CAPITAL GAINS(LOSSES)$804,297$476,118$328,179$328,179
UBS-579 SHORT-TERM CAPITAL GAINS(LOSSES)$400,000$400,000$0$0
UBS-579 LONG-TERM CAPITAL GAINS(LOSSES)$167,000$167,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$328,277CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,394InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,394SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,394TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,606OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,606RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHARINE P BAUER CO-TRUSTEEIndividualWithBooksNm
Phone3609436341PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15640 FOREST SHORES DRIVE NWAddressLine1Txt
CityOLYMPIACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98502ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MARK BAUER
5640 FOREST SHORES DRIVE NWOLYMPIAWA98502CO-TRUSTEE10.00$13,707$0$0
KATHARINE P BAUER
5640 FOREST SHORES DRIVE NWOLYMPIAWA98502CO-TRUSTEE10.00$13,708$0$0
TOM J PETERSON
6009 BOULEVARD LOOP SEOLYMPIAWA98501CO-TRUSTEE10.00$13,708$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$554,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,398,479AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,952,768TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,952,768AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,908,476NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,424MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,424MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,394TaxBasedOnInvestmentIncomeAmt
Total Tax$5,394TotalTaxAmt
Distributable Before Adj$140,030DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$140,030DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$140,030DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,979,724ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,979,724QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,030DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,217,802ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,199,791ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,259,100ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,321,880ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,469,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,467,750TotalExcessDistributionCyovAmt
Qualifying Distributions$3,979,724QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$140,030AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,839,694RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,307,444TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,217,802ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,089,642ExcessDistriCyovToNextYrAmt
Excess From Year4$1,199,791ExcessFromYear4Amt
Excess From Year3$1,259,100ExcessFromYear3Amt
Excess From Year2$1,321,880ExcessFromYear2Amt
Excess From Year1$1,469,177ExcessFromYear1Amt
Excess From Current Year$3,839,694ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF PUGET SOUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1212 UNION AVENUE NE STE 102AddressLine1Txt
CityOLYMPIACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98501ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCOMMUNITY SUPPORTGrantOrContributionPurposeTxt
Amt$3,950,209Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,950,209TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,088ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,422ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$328,277ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$412,787ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$412,787TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$10,500Amt
Net Investment Income$8,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,100DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF SOUTH PUGET SOUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1212 UNION AVE STE 102AddressLine1Txt
CityOLYMPIACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98501ZIPCd
FieldValueIRS element (for citing)
Short ExplanationA MAJORITY OF THE ASSETS, WHICH COMPRISED CASH AND INVESTMENTS, WERE TRANSFERRED TO THE RECIPIENT ON SEPTEMBER 11TH & 12TH WHILE THE REMAINING ASSETS WERE TRANSFERRED ON DECEMBER 30TH.ShortExplanationTxt
Dissolution$4,326,944DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationA MAJORITY OF THE ASSETS, WHICH COMPRISED CASH AND INVESTMENTS, WERE TRANSFERRED TO THE RECIPIENT ON SEPTEMBER 11TH & 12TH WHILE THE REMAINING ASSETS WERE TRANSFERRED ON DECEMBER 30TH. RECIPIENT OF ASSETS: COMMUNITY FOUNDATION OF SOUTH PUGET SOUND 212 UNION AVE, STE 102 OLYMPIA, WA 98501-1302 FMV OF ASSETS RECEIVED: $4,326,944.20 COST BASIS OF ASSETS RECEIVED: $3,950,209.38ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,205LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEES - UBS XX849CategoryTxt
Amt$2,646Amt
Net Investment Income$2,646NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,409Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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