ASH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASH FAMILY FOUNDATION (EIN 91-1578235)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-10
- IRS object ID
- 202530699349100813
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-10T16:18:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 PS | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911578235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHF | BusinessNameControlTxt |
| Phone | 4256981488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL GUDAITIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4256981488 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD G EIDE JR CPA | PreparerPersonNm |
| PTIN | P00190574 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2025-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,630,686 | 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 | $10,007 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,007 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,007 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $77,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,082 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,082 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $767,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $285,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $372,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,812 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,089 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,373 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,457 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,457 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,457 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $321,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $368,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,632 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,331,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,193 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $640 | AcctRcvblAmt |
| Acct Rcvbl EOY | $640 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $640 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,200,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,188,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,297,853 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,532,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,521,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,630,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,532,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,521,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,532,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,521,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,532,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,521,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,532,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $321,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,854,044 | SubtotalAmt |
| Other Decreases | $332,804 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,521,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 980 SHARES OF CTLT- CATALENT INC | 2024-06-06 | 2024-10-23 | $57,772 | $54,983 | $2,789 | $2,789 |
| 7298 SHARES SOLD OF SBUX STARBUCKS | 2021-07-15 | 2024-01-30 | $686,147 | $404,929 | $281,218 | $281,218 |
| 200 SHARES OF VERIZON | 2021-07-15 | 2024-03-20 | $8,003 | $5,438 | $2,565 | $2,565 |
| 100 SHARES OF BOEING | 2021-07-15 | 2024-10-02 | $15,245 | $16,094 | -$849 | -$849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $285,723 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,789 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $988 | 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 | $988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,133 | TaxDueAmt |
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 | SHERYL GUDAITIS | IndividualWithBooksNm |
| Phone | 4258277367 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHERYL A GUDAITIS | ||||||||
| 4124 118TH AVE NE | KIRKLAND | WA | 98033 | PRES-DIRECTOR | 1.00 | $0 | $0 | $0 |
| EILEEN A ARTHUR | ||||||||
| 25 TYSON CIRCLE | PIEDMONT | CA | 94611 | SEC-DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEITH A ASH | ||||||||
| 2703 37TH AVE SW | SEATTLE | WA | 98126 | TREAS-DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,466,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $894,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,360,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,360,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,294,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,121 | TotalTaxAmt |
| Distributable Before Adj | $209,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,627 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,022 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,801 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $222,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $164,605 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $164,605 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,949 | 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 | $32,148 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,801 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERYL GUDAITIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4124 118TH AVE NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4258277367 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE FIFTH AVENUE THEATRE | |||||||
| 1308 5TH AVENUE | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| SEATTLE SYMPHONY | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SEATTLE REPERTORY THEATRE | |||||||
| 155 MERCER STREET | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| SEATTLE NATIVITY SCHOOL | |||||||
| 4200 S MEAD STREET | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| SEATTLE CHAPTER ARCS FOUNDATION | |||||||
| 4616 25TH AVENUE NE | SEATTLE | WA | 98105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| OVERLAKE MEDICAL CENTER FOUNDATION | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $16,000 |
| NPH USA | |||||||
| 1800 112TH AVE NE 270-E | BELLEVUE | WA | 98004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FULCRUM FOUNDATION | |||||||
| 710 NINTH AVE | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| ST JOHN ENDOWMENT FUND | |||||||
| 120 NORTH 79TH STREET | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,022 | 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 | $10,007 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $285,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $372,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,812 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $5,830 | Amt |
| Net Investment Income | $4,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,457 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAYCOM CORP (211 SHARES) | $2,420 | $5,663 |
| UNREALIZED GAIN IN BAYCOM SHARES | $1,361 | $0 |
| AVGO BROADCOM INC (410 SHARES) | $57,090 | $95,054 |
| UNREALIZED GAIN IN AVGO BROADCOM INC | $37,965 | $0 |
| FDP FRESH DEL MONTE PRODUCE INC (2,350 SHARES) | $68,204 | $78,044 |
| UNREALIZED GAIN IN FDP SHARES | $9,840 | $0 |
| MICROSOFT CORP (200 SHARES) | $39,950 | $84,300 |
| UNREALIZED GAIN IN MICROSOFT SHARES | $16,285 | $0 |
| ORACLE CORP (1,000 SHARES) | $60,586 | $166,640 |
| UNREALIZED GAIN IN ORACLE SHARES | $26,554 | $0 |
| PLTR PALANTIR TECH. INC (2,200 SHARES) | $55,927 | $166,386 |
| UNREALIZED GAIN IN PLTR SHARES | $110,459 | $0 |
| STARBUCKS CORP (10,600 SHARES) | $894,481 | $967,250 |
| VERTIV HOLDINGS LLC (680 SHARES) | $56,865 | $77,255 |
| UNREALIZED GAIN IN VERTIV SHARES | $20,390 | $0 |
| DFAC DIMENSIONAL US CORE EQUITY (48,000 SHARES) | $1,501,915 | $1,660,320 |
| UNREALIZED GAIN IN DFAC SHARES | $158,405 | $0 |
| DFSD DIMENSIONAL SHORT DUR. (10,660 SHARES) | $501,973 | $499,741 |
| DFAX DIMENSIONAL WORLD EX US CORE (20,000 SHARES) | $504,816 | $497,200 |
| UNREALIZED GAIN IN SBUX, DFSD, AND DFAX SHARES | $62,921 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $332,804 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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