Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
SB SCHAAR & PK WHELPTON FOUNDATION
C/O DAN KOVARIK

Number and street (or P.O. box number if mail is not delivered to street address)10655 NE FOURTH STREET SUITE 510   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, WA98004
A Employer identification number

91-6468169
B Telephone number (see instructions)

(425) 213-1550
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,188,709J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 159,324
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 139,934 139,934  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,083,992
b Gross sales price for all assets on line 6a 2,715,187
7 Capital gain net income (from Part IV, line 2)... 1,083,992
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,383,250 1,223,926  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,900 2,450   2,450
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 25,876 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,824 1,413   1,411
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,600 3,863   3,861
25 Contributions, gifts, grants paid........ 254,400 254,400
26 Total expenses and disbursements. Add lines 24 and 25 288,000 3,863   258,261
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,095,250
b Net investment income (if negative, enter -0-) 1,220,063
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 553,808 364,330 364,330
3 Accounts receivable bullet4,457
Less: allowance for doubtful accounts bullet   8,806 4,457 4,457
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,837,267 Click to see attachment6,126,495 6,819,922
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,399,881 6,495,282 7,188,709
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,678 Click to see attachment2,829
23 Total liabilities (add lines 17 through 22).......... 2,678 2,829
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,397,203 5,397,203
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 1,095,250
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,397,203 6,492,453
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,399,881 6,495,282
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,397,203
2 Enter amount from Part I, line 27a..................... 2 1,095,250
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,492,453
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,492,453
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a TD AMERITRADE HOLDING CP P 2006-06-02 2013-04-02
b BARCLAYS BANK IPATH ETN DJ UBS COMMODITY INDEX P 2008-12-16 2013-04-08
c BARCLAYS BANK IPATH ETN DJ UBS COMMODITY INDEX P 2008-12-16 2013-04-08
d BARCLAYS BANK IPATH ETN DJ UBS COMMODITY INDEX P 2009-10-22 2013-04-08
e BARCLAYS BANK IPATH ETN DJ UBS COMMODITY INDEX P 2012-03-06 2013-04-08
BARCLAYS BANK IPATH ETN DJ UBS COMMODITY INDEX P 2012-07-23 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2007-07-17 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2008-10-21 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2009-06-29 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2009-06-29 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2009-10-12 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2012-03-06 2013-04-08
ISHARES TR MSCI EAFE FD MSCI EAFE INDEX FUND P 2012-07-23 2013-04-08
GUGGENHEIM EXCH TRD FD FRONTIER MARKETS ETF P 2010-11-16 2013-12-23
GUGGENHEIM EXCH TRD FD FRONTIER MARKETS ETF P 2009-10-26 2013-12-23
GUGGENHEIM EXCH TRD FD FRONTIER MARKETS ETF P 2010-11-16 2013-12-23
GUGGENHEIM EXCH TRD FD FRONTIER MARKETS ETF P 2011-01-24 2013-12-23
GUGGENHEIM EXCH TRD FD FRONTIER MARKETS ETF P 2012-03-06 2013-12-23
SPDR GOLD TRUST SPDR GOLD SHARES P 2009-10-22 2013-06-14
SPDR GOLD TRUST SPDR GOLD SHARES P 2011-01-24 2013-06-14
SPDR GOLD TRUST SPDR GOLD SHARES P 2009-04-13 2013-06-14
SPDR GOLD TRUST SPDR GOLD SHARES P 2009-10-22 2013-06-14
GAMESTOP CORP CL A NEW P 2010-05-25 2013-04-01
HENDERSON INTL OPPTY FD CL A P 2009-10-22 2013-04-08
HENDERSON INTL OPPTY FD CL A P 2010-10-26 2013-04-08
HENDERSON INTL OPPTY FD CL A P 2011-11-11 2013-04-08
HENDERSON INTL OPPTY FD CL A P 2012-02-03 2013-04-08
ISHARES TR COHEN & STEERREALTY MAJORS INDEX FD P 2009-10-12 2013-04-08
ISHARES TR COHEN & STEERREALTY MAJORS INDEX FD P 2009-10-12 2013-04-08
ISHARES TR COHEN & STEERREALTY MAJORS INDEX FD P 2007-12-31 2013-04-08
ISHARES TR COHEN & STEERREALTY MAJORS INDEX FD P 2007-12-31 2013-04-08
ISHARES TR COHEN & STEERREALTY MAJORS INDEX FD P 2011-01-28 2013-04-08
ISHARES CORE S&P ETF MIDCAP P 2009-03-20 2013-06-14
ISHARES CORE S&P ETF MIDCAP P 2010-05-04 2013-06-14
ISHARES CORE S&P ETF MIDCAP P 2011-04-21 2013-06-14
ISHARES CORE S&P ETF S&P 500 INDEX P 2009-07-28 2013-04-08
ISHARES CORE S&P ETF S&P 500 INDEX P 2010-02-05 2013-04-08
ISHARES CORE S&P ETF S&P 500 INDEX P 2012-02-03 2013-04-08
ISHARES TR RUSSELL 1000 RUSSELL 1000 INDEX FD P 2012-12-26 2013-06-14
LAZARD DEVELOPING MKTS EQTY PORT INST SHS P 2010-07-06 2013-12-23
LAZARD DEVELOPING MKTS EQTY PORT INST SHS P 2010-11-16 2013-12-23
LAZARD DEVELOPING MKTS EQTY PORT INST SHS P 2012-02-03 2013-12-23
LAZARD DEVELOPING MKTS EQTY PORT INST SHS P 2012-07-23 2013-12-23
MERIDIAN GROWTH FUND LEGACY P 2009-03-10 2013-12-23
MERIDIAN GROWTH FUND LEGACY P 2009-10-14 2013-12-23
MERIDIAN GROWTH FUND LEGACY P 2012-02-03 2013-12-23
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-06-14
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
MICROSOFT CORP D 1996-01-02 2013-12-13
PIMCO EMRG LOCAL BD FD INSTL CL P 2010-03-24 2013-12-19
PIMCO EMRG LOCAL BD FD INSTL CL P 2011-01-24 2013-12-19
PIMCO EMRG LOCAL BD FD INSTL CL P 2013-06-14 2013-12-19
POWERSHS EXCH TRAD FD TRPOWERSHARES FTSE RAFI US 1000 PORTFOLIO P 2011-11-02 2013-06-14
POWERSHS EXCH TRAD FD TRPOWERSHARES FTSE RAFI US 1000 PORTFOLIO P 2012-03-06 2013-06-14
POWERSHS EXCH TRAD FD TRPOWERSHARES FTSE RAFI US 1000 PORTFOLIO P 2012-03-06 2013-06-14
PRUDENTIAL JENNISON 20/20 FOCUS Z P 2012-02-03 2013-06-14
SPDR DOW JONES INTL REAL ESTATE ETF P 2008-11-05 2013-04-08
SPDR DOW JONES INTL REAL ESTATE ETF P 2008-12-16 2013-04-08
SPDR DOW JONES INTL REAL ESTATE ETF P 2009-10-12 2013-04-08
SPDR DOW JONES INTL REAL ESTATE ETF P 2011-01-24 2013-04-08
SPDR DOW JONES INTL REAL ESTATE ETF P 2011-01-24 2013-04-08
SPDR DOW JONES INTL REAL ESTATE ETF P 2012-02-03 2013-04-08
ROYCE VALUE FUND SERVICE CL P 2006-05-08 2013-04-08
ROYCE VALUE FUND SERVICE CL P 2006-05-16 2013-04-08
ROYCE VALUE FUND SERVICE CL P 2007-03-27 2013-04-08
SASOL LIMITED SPON ADR FSPONSORED ADR 1 ADR REP 1 ORD P 2010-05-03 2013-04-05
VANGUARD DIV APPRCIATION P 2012-07-23 2013-06-14
VANGUARD FTSE EMERGING MARKETS ETF P 2010-10-26 2013-12-23
VANGUARD FTSE EMERGING MARKETS ETF P 2012-07-23 2013-12-23
BANK OF AMERICA COR 2%18 DUE 01/11/18 P 2013-01-08 2013-10-24
FED HOME LN BK 5%17NOTES DUE 11/17/17 P 2012-08-07 2013-01-08
FED HOME LN BK 5%17NOTES DUE 11/17/17 P 2012-08-07 2013-02-12
FED HM LN MTG 3.75%19NOTES DUE 03/27/19 P 2012-10-31 2013-02-14
FNMA PL AJ4046 4% 41 DUE 10/01/41 P 2013-02-12 2013-10-28
FNMA PL AJ7093 4% 41 DUE 11/01/41 P 2012-10-02 2013-10-28
TJX COS INC 4.2%15NOTES DUE 08/15/15 P 2012-03-23 2013-02-06
TEVA PHARMACEUTI 5.55 P 2012-03-20 2013-03-22
UNIVERSITY CALI VAR 2050 P 2012-04-26 2013-05-01
FNMA PL P    
FNMA PL P    
GNMA PL P    
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 6,043   5,115 928
b 23,818   20,743 3,075
c 31,758   27,657 4,101
d 15,879   16,805 -926
e 15,879   17,191 -1,312
11,909   12,836 -927
2,943   4,173 -1,230
38,263   29,439 8,824
23,546   18,567 4,979
5,887   4,642 1,245
29,433   27,770 1,663
11,773   10,534 1,239
17,660   14,446 3,214
15,112   21,083 -5,971
16,800   19,393 -2,593
5,040   7,028 -1,988
1,680   2,329 -649
3,360   4,139 -779
10,060   7,800 2,260
3,353   3,286 67
3,353   2,196 1,157
10,060   7,800 2,260
8,881   6,609 2,272
15,946   15,171 775
44,695   43,000 1,695
11,231   10,000 1,231
11,019   10,000 1,019
8,535   4,822 3,713
59,748   33,755 25,993
8,364   7,716 648
171   157 14
8,535   6,780 1,755
35,211   14,164 21,047
11,737   8,126 3,611
11,737   9,938 1,799
31,306   19,537 11,769
62,612   42,586 20,026
23,479   20,245 3,234
72,586   62,880 9,706
74,559   83,000 -8,441
4,445   6,000 -1,555
5,398   6,000 -602
13,761   13,000 761
17,444   10,420 7,024
15,558   14,000 1,558
4,814   6,000 -1,186
7,340   1,122 6,218
11,010   1,683 9,327
22,019   3,366 18,653
73   11 62
11,010   1,683 9,327
7,340   1,122 6,218
22,019   3,366 18,653
7,340   1,122 6,218
22,019   3,366 18,653
3,670   561 3,109
3,670   561 3,109
3,670   561 3,109
3,670   561 3,109
3,670   561 3,109
3,670   561 3,109
3,670   561 3,109
5,505   842 4,663
3,670   561 3,109
1,651   252 1,399
3,670   561 3,109
3,670   561 3,109
3,119   477 2,642
3,436   561 2,875
3,436   561 2,875
17,182   2,805 14,377
11,007   1,683 9,324
3,436   561 2,875
123,692   20,196 103,496
88,305   14,418 73,887
85,900   14,025 71,875
82,464   13,464 69,000
85,900   14,025 71,875
3,670   561 3,109
3,670   561 3,109
147   22 125
20,808   3,181 17,627
3,670   561 3,109
3,670   561 3,109
11,010   1,683 9,327
296,363   45,312 251,051
3,670   561 3,109
46,911   51,000 -4,089
4,470   5,000 -530
64,184   70,000 -5,816
58,667   42,970 15,697
51,334   40,631 10,703
14,667   11,608 3,059
12,763   12,000 763
30,972   21,182 9,790
22,123   13,177 8,946
26,548   21,853 4,695
4,425   3,899 526
4,425   3,899 526
4,425   3,582 843
1,248   1,205 43
10,953   10,032 921
33,971   34,000 -29
8,661   8,169 492
71,141   59,602 11,539
80,413   94,573 -14,160
4,021   3,856 165
14,927   15,025 -98
17,952   17,930 22
23,802   23,825 -23
28,577   28,809 -232
22,173   22,828 -655
25,340   26,299 -959
21,688   21,428 260
22,830   22,036 794
30,000   30,384 -384
2,028   2,028 0
4,401   4,401 0
5,762   5,762 0
65,423     65,423
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       928
b       3,075
c       4,101
d       -926
e       -1,312
      -927
      -1,230
      8,824
      4,979
      1,245
      1,663
      1,239
      3,214
      -5,971
      -2,593
      -1,988
      -649
      -779
      2,260
      67
      1,157
      2,260
      2,272
      775
      1,695
      1,231
      1,019
      3,713
      25,993
      648
      14
      1,755
      21,047
      3,611
      1,799
      11,769
      20,026
      3,234
      9,706
      -8,441
      -1,555
      -602
      761
      7,024
      1,558
      -1,186
      6,218
      9,327
      18,653
      62
      9,327
      6,218
      18,653
      6,218
      18,653
      3,109
      3,109
      3,109
      3,109
      3,109
      3,109
      3,109
      4,663
      3,109
      1,399
      3,109
      3,109
      2,642
      2,875
      2,875
      14,377
      9,324
      2,875
      103,496
      73,887
      71,875
      69,000
      71,875
      3,109
      3,109
      125
      17,627
      3,109
      3,109
      9,327
      251,051
      3,109
      -4,089
      -530
      -5,816
      15,697
      10,703
      3,059
      763
      9,790
      8,946
      4,695
      526
      526
      843
      43
      921
      -29
      492
      11,539
      -14,160
      165
      -98
      22
      -23
      -232
      -655
      -959
      260
      794
      -384
      0
      0
      0
      65,423
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,083,992
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 261,820 5,653,769 0.046309
2011 209,000 5,275,364 0.039618
2010 198,814 4,596,407 0.043254
2009 279,079 4,279,961 0.065206
2008 286,890 5,365,724 0.053467
2 Total of line 1, column (d) ...................... 2 0.247854
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049571
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,246,706
5 Multiply line 4 by line 3....................... 5 309,655
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 12,201
7 Add lines 5 and 6......................... 7 321,856
8 Enter qualifying distributions from Part XII, line 4.............. 8 258,261
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 24,401
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 24,401
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 24,401
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 10,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 258
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 14,659
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAN KOVARIK Telephone no.bullet (425) 213-1550
    Located atbullet10655 NE FOURTH STREET SUITE 510BELLEVUEWA ZIP+4bullet98004
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JULIE E EDSFORTH MANAGING TRUSTEE
    1.00     		0 0 0
    10655 NE FOURTH STREET SUITE 510
    BELLEVUE,WA98004
    JABE BLUMENTHAL TRUSTEE
    1.00     		0 0 0
    10655 NE FOURTH STREET SUITE 510
    BELLEVUE,WA98004
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    312,335
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    24,401
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,401
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    287,934
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    287,934
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    287,934
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 287,934
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 250,199
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 258,261
    a Applied to 2012, but not more than line 2a 250,199
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 8,062
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		279,872
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAN KOVARIK
    10655 NE FOURTH STREET SUITE 510
    BELLEVUE,WA98004
    (425) 213-1550
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING PURPOSE FOR WHICH THE CONTRIBUTION WILL BE USED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    350ORG
    20 JAY ST SUITE 1010
    BROOKLYN,NY11201     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    826 SEATTLE
    8414 GREENWOOD AVENUE NORTH
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    ACLU OF WASHINGTON FOUNDATION
    705 - 2ND AVENUE 3RD FLOOR
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    BOOK-IT REPERTORY THEATRE
    305 HARRISON ST
    SEATTLE,WA98109     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    BUSH SCHOOL
    3400 E HARRISON ST
    SEATTLE,WA98112     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 42,500
    CAIR PROJECT
    PO BOX 17121
    SEATTLE,WA98127     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    CASA LATINA
    220 BLANCHARD ST
    SEATTLE,WA98121     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    CENTER FOR CHILD & YOUTH JUSTICE
    615 2ND AVE 275
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    CENTER FOR CIVIC POLICY
    323 ATLANTIC AVE SW
    ALBUQUERQUE,NM87102     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    CHELAN-DOUGLAS LAND TRUST
    18 N WENATCHEE AVE
    WENATCHEE,WA98807     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    CHILDCARE RESOURCES
    1225 S WELLER ST 300
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    CLIMATE SOLUTIONS
    1601 SECOND AVE SUITE 615
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 15,000
    COLLEGE ACCESS NOW
    7203 LEDROIT COURT SW
    SEATTLE,WA98136     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    COLLEGE SUCCESS FOUNDATION
    1605 NW SAMMAMISH ROAD SUITE 200
    ISSAQUAH,WA98027     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 12,500
    CONSERVATION NORTHWEST
    3600 15TH AVE WEST 101
    SEATTLE,WA98119     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    CSA EDUCATION FOUNDATION
    9758 E HIGHLAND ROAD
    HOWELL,MI48843     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 250
    CYSTIC FIBROSIS FOUNDATION
    520 PIKE STREET SUITE 1075
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    EARTH JUSTICE
    426 17TH STREET
    OAKLAND,CA94612     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    EXHALE
    484 LAKE PARK AVENUE 63
    OAKLAND,CA94610     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 250
    FOOD BANK AT ST MARY'S
    611 2OTH AVE S
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    FOOD LIFELINE
    1702 NE 150TH STREET
    SHORELINE,WA98155     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    FOUNDATION FOR AFRICAN MEDICINE & EDUCATION
    4553 CRIMSONWOOD DRIVE
    REDDING,CA96001     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    FOUNDATION FOR GLACIER AND ENVIRONMENTAL RESEARCH
    4616 25TH AVE NE STE 302
    SEATTLE,WA98105     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    FRED HUTCHINSON CANCER RESEARCH
    1100 FAIRVIEW AVE N
    SEATTLE,WA98109     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    FUSE INNOVATION FUND
    1402 THIRD AVENUE 510
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 12,500
    FUTUREWISE
    816 SECOND AVE STE 200
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    GLOBALADE
    8424 E MEADOW LAKE DRIVE
    SNOHOMISH,WA98290     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,200
    GRIST
    710 SECOND AVE STE 860
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,500
    INTL GAY & LESBIAN HUMAN RIGHTS
    80 MAIDEN LANE SUITE 1505
    NEW YORK,NY10038     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    ISLANDWOOD
    4450 BLAKELY AVE NE
    BAINBRIDGE ISLAND,WA98110     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    KUOWNPR
    4518 UNIVERSITY WAY NE SUITE 310
    SEATTLE,WA98105     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,500
    LEAGUE OF EDUCATION VOTERS FOUNDATION
    2734 WESTLAKE AVE N
    SEATTLE,WA98109     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    LEGAL VOICE
    907 PINE STREET SUITE 500
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 3,500
    MEDICAL STUDENTS FOR CHOICE
    PO BOX 40188
    PHILADELPHIA,PA19106     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 300
    MULTIPLE SCLEROSIS FOUNDATION
    6520 NORTH ANDREWS AVENUE
    FORT LAUDERDALE,FL33309     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5,000
    NARAL PRO-CHOICE WASHINGTON
    811 1ST AVE 456
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    NEIGHBORCARE HEALTH
    905 SPRUCE ST STE 300
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,500
    ONE AMERICA
    1227 WELLER STREET
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 3,000
    ONE BY ONE
    1390 E MALLORY LANE
    MERIDIAN,ID83642     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    OPEN ARMS PERINATAL SERVICE
    2524 16TH AVE S 207A
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    PATH
    1455 NW LEARY WAY
    SEATTLE,WA98107     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    PEACE TREE VIETNAM
    509 OLIVE WAY 1226
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 250
    POWERFUL SCHOOLS
    3401 RAINER AVE S
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    POWERFUL VOICES
    1620 - 18TH AVENUE SUITE 100
    SEATTLE,WA98122     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 10,000
    PRIDE FOUNDATION
    1122 E PIKE STREET PMB 1001
    SEATTLE,WA98122     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    RAILS TO TRAILS
    2121 WARD CT NW
    WASHINGTON,DC20037     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    RAINIER SCHOLARS
    2100 24TH AVE S 360
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    REAL CHANGE
    2129 2ND AVE
    SEATTLE,WA98121     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 4,750
    REEL GRRLS
    1409 21ST AVE
    SEATTLE,WA98122     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    RISE BEYOND THE REEF
    500 UNION STREET STE 801
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    SEATTLE GIRLS SCHOOL
    2706 S JACKSON ST
    SEATTLE,WA98144     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    SEATTLE GOOD BUSINESS NETWORK
    220 2ND AVE S 202
    SEATTLE,WA98104     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    SEATTLE TILTH
    4649 SUNNYSIDE AVE N SUITE 100
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    SIGHTLINE INSTITUTE
    1402 THIRD AVENUE SUITE 500
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5,000
    SOCIAL JUSTICE FUND
    1904 THIRD AVE STE 806
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 15,000
    SOLID GROUND
    1501 N 45TH ST
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    TEAM CHILD
    2731 WETMORE AVE
    EVERETT,WA98201     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 250
    TEAM READ
    PO BOX 94042
    SEATTLE,WA98124     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 150
    TECHNOLOGY ACCESS FOUNDATION
    4436 RAINIER AVENUE SOUTH
    SEATTLE,WA98118     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    THE SERVICE BOARD
    2017 EAST SPRUCE STREET
    SEATTLE,WA98122     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    THORNE ECOLOGICAL INSTITUTE
    1466 N 63RD STREET
    BOULDER,CO80303     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    TOWN HALL ASSOCIATION
    1119 8TH AVE
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02238     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    UNIVERSITY SCHOOL OF SOCIAL WORK
    4101 15TH AVENUE NE
    SEATTLE,WA98105     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    WASHINGTON BUS EDUCATION FUND
    PO BOX 20188
    SEATTLE,WA98102     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 7,500
    WASHINGTON ENVIRONMENTAL COUNCIL
    1402 THIRD AVE SUITE 1400
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    WASHINGTON GREEN SCHOOLS
    4649 SUNNYSIDE AVE N SUITE 100
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    WASHINGTON PROGRESS ALLIANCE
    1402 THIRD AVE SUITE 515
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 33,000
    WASHINGTON STATE BUDGET & POLICY CENTER
    1402 THIRD AVE SUITE 1215
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,000
    WASHINGTON SUSTAINABLE FOOD & FARMING NETWORK
    419 S FIRST STREET SUITE 201
    MOUNT VERNON,WA98273     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    WASHINGTON TOXICS COALITION
    4649 SUNNYSIDE AVE N
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    WASHINGTON WILDLIFE & RECREATION COALITION
    1402 3RD AVE 507
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500
    WHITMAN COLLEGE
    345 BOYER AVE
    WALLA WALLA,WA99362     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5,000
    WIN WIN NETWORK
    1402 THIRD AVE SUITE 201
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2,500
    WOMAN'S FUNDING ALLIANCE
    603 STEWART STREET SUITE 207
    SEATTLE,WA98101     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1,000
    WOODLAND PARK ZOO
    601 N 59TH STREET
    SEATTLE,WA98103     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5,000
    YALE UNIVERSITY
    265 CHURCH STREET SUITE 901
    NEW HAVEN,CT06511     		NONE 501(C)(3) CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 4,000
    Total .................................bullet 3a 254,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 139,934  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,083,992  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,223,926 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,223,926
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    Employer identification number

    91-6468169
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK         		Employer identification number

    91-6468169
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JABE BLUMENTHAL JULIE EDSFORTH  
    10655 NE FOURTH STREET SUITE 510
     
    BELLEVUE, WA98004

    		$80,616


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    JABE BLUMENTHAL JULIE EDSFORTH  
    10655 NE FOURTH STREET SUITE 510
     
    BELLEVUE, WA98004

    		$78,708


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK         		Employer identification number

    91-6468169
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 14,370 SHS MICROSOFT CORP $500,148 2013-06-13
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 14,030 SHS MICROSOFT CORP $524,862 2013-12-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK         		Employer identification number

    91-6468169
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    EIN: 91-6468169
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,900 2,450   2,450

    TY 2013 InvestmentsOtherSchedule2
    Name:
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    EIN: 91-6468169
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB INVESTMENT ACCOUNT AT COST 5,716,824 6,403,077
    CHARLES SCHWAB INVESTMENT ACCOUNT - FIXED INCOME AT COST 409,671 416,845

    TY 2013 OtherExpensesSchedule
    Name:
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    EIN: 91-6468169
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WASH STATE FILING FEE 25 13   12
    MANAGEMENT AND BANK FEES 2,799 1,400   1,399


    TY 2013 OtherLiabilitiesSchedule
    Name:
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    EIN: 91-6468169
    Description Beginning of Year - Book Value End of Year - Book Value
    FOREIGN TAXES PAYABLE 2,678 2,829


    TY 2013 TaxesSchedule
    Name:
    SB SCHAAR & PK WHELPTON FOUNDATION
    C/O DAN KOVARIK
    EIN: 91-6468169
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,968 0   0
    EXCISE TAX 22,908 0   0