KAREN MAYERS GAMORAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KAREN MAYERS GAMORAN FOUNDATION (EIN 20-0515144)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349104303
- Schema version
- 2025v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:40:31-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851890622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN STERLING KUDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1412 112TH AVE NE STE 150 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980043760 | 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 | 200515144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2069208100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MAYERS GAMORAN | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 2069208100 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA K SKINNER | PreparerPersonNm |
| PTIN | P01276905 | PTIN |
| Phone | 2062754228 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $2,330,820 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $12,219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,125 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $24,092 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $6,339 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $359,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,329,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $359,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,021 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $451,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,144 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,692 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,692 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,604 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,080 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,035 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,068 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $44,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $286,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $362,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $362,112 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $684,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,009,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,026,804 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $141,993 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,129,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $939,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $941,904 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,024,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,310,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,330,820 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,021,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,308,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,021,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,024,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,310,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,021,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $286,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,308,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| BROOKFIELD GLOBAL | P | 2025-01-29 | $43,379 | $40,376 | $3,003 | $3,003 | |
| ISHARES CORE S&P 500 | P | 2025-03-06 | $35,163 | $17,588 | $17,575 | $17,575 | |
| LORD ABETT BOND-DEBENTURE FUND | P | 2025-07-17 | $6,000 | $7,134 | -$1,134 | -$1,134 | |
| PIMCO INCOME INSTL | P | 2025-07-17 | $5,990 | $6,795 | -$805 | -$805 | |
| ISHARES CORE MSCI EMERGING | P | 2025-07-22 | $62 | $53 | $9 | $9 | |
| ISHARES GLOBAL INFRASTRUCTURE | P | 2025-08-29 | $30 | $27 | $3 | $3 | |
| VANGUARD ULTRA-SHORT-TERM | P | 2025-10-07 | $194,463 | $191,766 | $2,697 | $2,697 | |
| SCHWAB 8566 DETAIL AVAIL ON REQUEST | P | 2025-12-31 | $80,072 | $71,606 | $8,466 | $8,466 | |
| SCHWAB 8566 DETAIL AVAIL ON REQUEST | P | 2025-12-31 | $339,790 | $248,008 | $91,782 | $91,782 | |
| EOG RESOURCES | P | 2025-12-22 | $6,099 | $6,202 | -$103 | -$103 | 2025-11-07 |
| COHEN & STEERS | P | 2025-11-07 | $616 | $630 | -$14 | -$14 | |
| MERRILL 3618 DETAIL AVAIL ON REQUES | P | 2025-12-31 | $300,117 | $259,137 | $40,980 | $40,980 | |
| COHEN & STEERS | P | 2025-11-07 | $43,188 | $40,024 | $3,164 | $3,164 | |
| MERRILL 3618 DETAIL AVAIL ON REQUES | P | 2025-12-31 | $1,274,357 | $1,080,380 | $193,977 | $193,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $359,672 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $52,344 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,476 | SubtotalAmt |
| Tax Based On Investment Income | $5,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $802 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $802 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,674 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN GAMORAN | IndividualWithBooksNm |
| Phone | 2069208100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD STREET 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN MAYERS GAMORAN | ||||||||
| 270 SOUTH HANFORD STREET 100 | SEATTLE | WA | 98134 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| JOEL B GAMORAN | ||||||||
| 2136 42ND AVENUE SW | SEATTLE | WA | 98136 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN HABER | ||||||||
| 7557 31ST AVENUE SW | SEATTLE | WA | 98126 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,113,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,137 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,259,644 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,259,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,225,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,476 | TotalTaxAmt |
| Distributable Before Adj | $105,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,406 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $128,406 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,174 | UndistributedIncomePYAmt |
| Qualifying Distributions | $128,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,174 | AppliedToYear1Amt |
| Applied To Current Year | $101,232 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,579 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN GAMORAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 SOUTH HANFORD ST 100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2069208100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION ON ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JCC ASSOCIATION OF NORTH AMERICA | ||||||||
| JCC ASSOCIATION OF NORTH AMERICA | 520 8TH AVE FLOOR 4 | 520 8TH AVE FLOOR 4 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $3,250 |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| CROHN'S & COLITIS FOUNDATION | 733 THIRD AVENUE STE 510 | 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $3,500 |
| PALM DESERT COMMUNITY CENTER | ||||||||
| PALM DESERT COMMUNITY CENTER | 43-900 SAN PABLO AVENUE | 43-900 SAN PABLO AVENUE | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FAIRMOUNT PARK PTA | ||||||||
| FAIRMOUNT PARK PTA | 3800 SW FINDLAY ST | 3800 SW FINDLAY ST | SEATTLE | WA | 98126 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HILLEL U OF UW | ||||||||
| HILLEL U OF UW | 4745 17TH AVE NE | 4745 17TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| JEWISH FAMILY SERVICE | ||||||||
| JEWISH FAMILY SERVICE | 1601 16TH AVENUE | 1601 16TH AVENUE | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| JEWISH FEDERATION OF GREATER SEATTL | ||||||||
| JEWISH FEDERATION OF GREATER SEATTLE | 300 LENORA ST PMB 6074 | 300 LENORA ST PMB 6074 | SEATTLE | WA | 98121 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LIVING DESERT ZOO & GARDENS | ||||||||
| LIVING DESERT ZOO & GARDENS | 47900 PORTOLA AVE | 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| STROUM JEWISH COMMUNITY CENTER | ||||||||
| STROUM JEWISH COMMUNITY CENTER | 3801 EAST MERCER WAY | 3801 EAST MERCER WAY | MERCER ISLAND | WA | 98040 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TEMPLE DE HIRSCH SINAI | ||||||||
| TEMPLE DE HIRSCH SINAI | 1511 EAST PIKE STREET | 1511 EAST PIKE STREET | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $50,360 |
| TREEHOUSE | ||||||||
| TREEHOUSE | 2100 24TH AVE S STE 200 | 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,110 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,872 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,125 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,339 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $359,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PACIFIC SYSTEMS BLDG ASSOC | 16 | $5,514 |
| MISCELLANEOUS | 1 | $2,507 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,339 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $418,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,872 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,376 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,604 | Amt |
| Disbursements Charitable Prps | $5,604 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| ASSETS | 2006-01-01 | $44,039 | $4,102 | S/L | 39.0000 | $1,402 |
| ASSET | 2020-01-01 | $61,003 | $5,712 | S/L | 39.0000 | $1,633 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LORD ABBETT BOND-DEBENTURE | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MKTS ETF | ||
| ISHARES CORE S&P 500 INDEX | ||
| SPDR PORTFOLIO DEV WORLD EX-US ETF | ||
| VANGUARD MID-CAP ETF | ||
| VANGUARD SMALL CAP ETF | ||
| EXCHANGE TRADED FUNDS A/C 8566 | ||
| MUTUAL FUNDS A/C 8566 | ||
| ALTRIA GROUP INC | $42,274 | $42,034 |
| APPLE INC | $9,936 | $10,059 |
| ASTRAZENECA PLC | $22,415 | $24,361 |
| AT&T INC | $15,701 | $15,724 |
| BLUE OWL CAP INC | $10,310 | $9,980 |
| BROADCOM INC | $109,567 | $108,675 |
| CHEVRON CORP | $51,185 | $50,295 |
| CISCO SYSTEMS INC | $24,731 | $26,806 |
| COCA COLA COM | $29,717 | $29,432 |
| EATON CORP | $59,013 | $50,325 |
| ELI LILLY & CO | $88,629 | $103,169 |
| EMERSON ELEC CO | $45,650 | $46,850 |
| EXXON MOBIL CORP | $59,902 | $61,494 |
| GENL DYNAMICS CORP | $53,385 | $51,846 |
| HSBC HLDG | $24,508 | $27,062 |
| INTL BUSINESS MACHINES | $64,719 | $62,500 |
| JOHNSON AND JOHNSON | $12,118 | $13,452 |
| JPMORGAN CHASE | $36,151 | $37,055 |
| LOWE'S COMPANIES | $8,864 | $9,164 |
| MCDONALDS | $14,686 | $14,976 |
| MICROSOFT | $68,055 | $66,256 |
| ONEOK INC | $13,336 | $13,524 |
| PEPSICO | $10,583 | $10,620 |
| PROCTER & GAMBLE CO | $13,801 | $13,471 |
| ROCHE HLDG LTD | $11,826 | $14,543 |
| TEXAS INSTRUMENTS | $9,781 | $10,583 |
| UNION PACIFIC CORP | $10,412 | $10,872 |
| WALMART INC | $50,071 | $54,368 |
| WELLTOWER INC | $38,302 | $37,308 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - OTHER SECURITIES | AT COST | $30,631 | $30,631 |
| DODGE & COX INCOME FUND | AT COST | ||
| PIMCO INCOME FUND INST'L CLASS | AT COST | ||
| VANGUARD INTERM-TERM TX | AT COST | $271,790 | $274,244 |
| VANGUARD ULTRA-SHORT TERM | AT COST | ||
| BROOKFIELD GLOBAL LISTED | AT COST | ||
| COHEN & STEERS INSTL REA | AT COST | ||
| SCHWAB TREASURY OBLIG MO | AT COST | ||
| US TREASURY NOTE | AT COST | $614,062 | $614,015 |
| WISDOMTREE US SMALLCAP | AT COST | $22,624 | $23,014 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,692 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,692 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DELTA BUSINESS PARK | |
| GROSS DEDUCTIONS | $8,910 |
| DELTA 102 GENSCO | |
| GROSS DEDUCTIONS | $5,808 |
| EXPENSES | |
| BANK FEES | $350 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PACIFIC SYSTEMS BLDG ASSOC | $5,514 |
| MISCELLANEOUS | $2,507 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND TRUST MGMT FEES | CategoryTxt |
| Amt | $16,080 | Amt |
| Net Investment Income | $16,080 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $131 | $131 |
| INCOME TAX | $1,749 |