-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
DISCUREN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
C/O JANE FRISSELL 1201 THIRD AVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE
,
WA
981013099
A Employer identification number
20-2046554
B
Telephone number (see instructions)
(206) 359-3137
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
6,754,680
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
8,334
8,194
4
Dividends and interest from securities
...
133,815
133,815
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
93,438
b
Gross sales price for all assets on line 6a
2,513,103
7
Capital gain net income (from Part IV, line 2)
...
93,438
8
Net short-term capital gain
.........
0
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
........
235,587
235,447
13
Compensation of officers, directors, trustees, etc.
119,830
11,983
107,847
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
7,621
762
0
6,859
16a
Legal fees (attach schedule)
.........
31,122
3,112
0
28,010
b
Accounting fees (attach schedule)
.......
6,210
5,589
0
621
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
22,171
4,171
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
43,709
39,404
4,305
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
230,663
65,021
0
147,642
25
Contributions, gifts, grants paid
.......
1,972,360
1,972,360
26
Total expenses and disbursements.
Add lines 24 and 25
2,203,023
65,021
0
2,120,002
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,967,436
b
Net investment income
(if negative, enter -0-)
170,426
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
26,561
29,037
29,037
2
Savings and temporary cash investments
.........
303,508
126,649
126,649
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
0
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)
.......
1,379,241
1,151,248
2,404,544
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
5,205,056
3,645,329
4,194,112
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
5,671
338
338
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,920,037
4,952,601
6,754,680
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
6,920,037
4,952,601
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
6,920,037
4,952,601
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,920,037
4,952,601
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
6,920,037
2
Enter amount from Part I, line 27a
.....................
2
-1,967,436
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,952,601
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,952,601
Form
990-PF
(2019)
Form 990-PF (2019)
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
166. BIOTELEMETRY INCORPORATED
2018-01-30
2019-02-04
b
195. BIOTELEMETRY INCORPORATED
2018-01-30
2019-02-27
c
583. DICKS SPORTING GOODS INC
2018-01-03
2019-03-06
d
10032.061 DOMINI IMPACT EQUITY FUND
2012-08-21
2019-03-12
e
137. AMERIS BANCORP
2018-01-10
2019-03-21
46. AMERIS BANCORP
2018-08-07
2019-03-21
242. SURMODICS INC
2019-02-27
2019-03-21
153. WESTERN ALLIANCE BANCORP
2016-10-06
2019-03-21
34176.295 PIMCO COMMODITY REAL RETURN STRATEGY FUND
2012-08-13
2019-03-26
337. ARRAY BIOPHARMA INC.
2018-01-10
2019-04-08
49. WOODWARD INC
2019-01-17
2019-04-08
17. WOODWARD INC
2016-04-22
2019-04-08
78. WOODWARD INC
2010-11-22
2019-04-08
. Q-BLK STRATEGIC PARTNERS II, LTD (ACCT 0242)
2012-05-02
2019-04-11
139. LIVANOVA PLC
2017-10-25
2019-04-17
97. ALCON INC CHF 0.04
2010-01-21
2019-04-23
130. ENERSYS
2016-03-01
2019-05-09
119. OMNICELL INC
2018-04-13
2019-05-09
55. KONTOOR BRANDS INC
2019-06-05
142. PROS HOLDINGS INC
2018-12-07
2019-06-14
12182.539 MATTHEWS ASIA DIVIDEND FD CL I
2018-09-27
2019-06-21
568. CENTENNIAL RESOURCE DEVELOPMENT, INC.
2018-01-10
2019-07-01
487. CENTENNIAL RESOURCE DEVELOPMENT, INC.
2018-07-11
2019-07-01
572. CENTENNIAL RESOURCE DEVELOPMENT, INC.
2019-02-27
2019-07-01
300. CENTENNIAL RESOURCE DEVELOPMENT, INC.
2019-04-08
2019-07-01
72. CUBIC CORPORATION
2019-01-17
2019-07-01
318. CUBIC CORPORATION
2016-08-12
2019-07-01
1001. EASTERLY GOVERNMENT PROPERTI ES
2019-03-21
2019-07-01
324. HEALTHCARE TRUST OF AMERICA INC
2016-02-18
2019-07-01
1467. RPT REALTY REAL ESTATE INVESTMENT TRUST
2018-08-16
2019-07-01
307. SPIRE INC
2015-06-02
2019-07-01
24. EURONET WORLDWIDE INC
2019-07-01
2019-07-08
39. EURONET WORLDWIDE INC
2016-12-07
2019-07-08
389. INNOPHOS HOLDINGS INC
2018-05-14
2019-07-25
41. INNOPHOS HOLDINGS INC
2019-07-01
2019-07-25
675. NAUTILUS INC
2017-03-29
2019-08-01
76. NAUTILUS INC
2019-07-01
2019-08-01
. Q-BLK STRATEGIC PARTNERS II, LTD (ACCT 0242)
2012-05-02
2019-08-05
25. ADVANCED ENERGY INDUSTRIES
2019-07-01
2019-09-18
169. ADVANCED ENERGY INDUSTRIES
2018-12-07
2019-09-18
35. COMMVAULT SYSTEMS INC
2019-07-01
2019-09-18
307. COMMVAULT SYSTEMS INC
2016-04-25
2019-09-18
58. ATLANTIC UN BANKSHARES COR USD 1.
2019-07-01
2019-09-23
511. ATLANTIC UN BANKSHARES COR USD 1.
2017-08-15
2019-09-23
1263. HERITAGE COMMERCE CORP
2018-08-17
2019-09-23
111. HERITAGE COMMERCE CORP
2019-07-01
2019-09-23
167. CALIFORNIA WATER SERVICE GROUP HOLDING
2019-07-01
2019-10-16
119. THE CHILDREN'S PLACE INC
2018-09-20
2019-10-16
22. CAMBREX CORP.
2019-07-01
2019-10-18
305. CAMBREX CORP.
2018-12-19
2019-10-18
16. REATA PHARMACEUTICALS INC
2019-07-01
2019-10-23
26. REATA PHARMACEUTICALS INC
2017-08-25
2019-10-23
846. PUMA BIOTECHNOLOGY INC
2019-07-08
2019-10-29
4. PENUMBRA INC
2019-07-01
2019-10-30
64. PENUMBRA INC
2018-12-07
2019-10-30
28. REATA PHARMACEUTICALS INC
2017-08-25
2019-11-07
152. BRIGHTSPHERE INVESTMENT GROUP USD 0.001
2017-06-16
2019-11-14
990. BRIGHTSPHERE INVESTMENT GROUP USD 0.001
2017-05-16
2019-11-14
134. BRIGHTSPHERE INVESTMENT GROUP USD 0.001
2019-07-01
2019-11-14
62. LUMENTUM HOLDINGS INC
2019-10-29
2019-12-03
43. LUMENTUM HOLDINGS INC
2019-10-23
2019-12-03
12. LUMENTUM HOLDINGS INC
2017-11-29
2019-12-03
64. AMN HEALTHCARE SVCS
2019-07-01
2019-12-11
66. AMN HEALTHCARE SVCS
2019-05-09
2019-12-11
34. ACCELERON PHARMA INC
2019-02-04
2019-12-11
69. ADVANCED ENERGY INDUSTRIES
2018-12-07
2019-12-11
39. AMERIS BANCORP
2018-08-07
2019-12-11
118. AMERIS BANCORP
2017-02-09
2019-12-11
116. ANGIODYNAMICS, INC
2019-07-01
2019-12-11
250. ANGIODYNAMICS, INC
2018-02-27
2019-12-11
139. APOGEE ENTERPRISES, INC.
2018-01-17
2019-12-11
413. BANC OF CALIFORNIA INC
2017-10-30
2019-12-11
1. BANC OF CALIFORNIA INC
2018-03-16
2019-12-11
29. BIOTELEMETRY INCORPORATED
2019-07-01
2019-12-11
93. BIOTELEMETRY INCORPORATED
2019-06-14
2019-12-11
282. CADENCE BANCORPORATION CL A
2019-12-03
2019-12-11
129. CALIFORNIA WATER SERVICE GROUP HOLDING
2019-07-01
2019-12-11
40. THE CHILDREN'S PLACE INC
2018-09-20
2019-12-11
13. THE CHILDREN'S PLACE INC
2018-12-07
2019-12-11
28. COLUMBUS MCKINNON CORPORATIO N
2019-07-01
2019-12-11
94. COLUMBUS MCKINNON CORPORATIO N
2019-04-08
2019-12-11
161. ELF BEAUTY INC
2019-10-29
2019-12-11
90. ELF BEAUTY INC
2019-07-01
2019-12-11
199. ELF BEAUTY INC
2019-04-17
2019-12-11
12. ENERSYS
2019-07-01
2019-12-11
81. ENERSYS
2019-11-14
2019-12-11
92. ESCO TECHNOLOGIES INC
2019-07-01
2019-12-11
21. ESCO TECHNOLOGIES INC
2015-06-26
2019-12-11
37. EURONET WORLDWIDE INC
2016-12-07
2019-12-11
21. EURONET WORLDWIDE INC
2014-04-23
2019-12-11
309. EXTENDED STAY AMERICA, INC
2018-06-04
2019-12-11
413. FIREEYE INC
2018-08-27
2019-12-11
35. FIRST BANCORP
2019-07-01
2019-12-11
65. FIRST BANCORP
2017-05-26
2019-12-11
207. FIRST FOUNDATION INC
2019-09-23
2019-12-11
193. HALOZYME THERAPEUTICS INC
2018-04-17
2019-12-11
282. HARSCO CORPORATION
2019-07-01
2019-12-11
150. HARSCO CORPORATION
2019-03-06
2019-12-11
5. ICU MEDICAL INC
2019-07-01
2019-12-11
22. ICU MEDICAL INC
2018-12-19
2019-12-11
101. INDEPENDENT BANK GROUP INC
2018-09-21
2019-12-11
100. INTEGRA LIFESCIENCES HLDGS CORP
2019-09-18
2019-12-11
55. JOHN BEAN TECHNOLOGIES, INC
2019-07-01
2019-12-11
26. JOHN BEAN TECHNOLOGIES, INC
2018-07-19
2019-12-11
84. KURA ONCOLOGY INC
2018-07-11
2019-12-11
77. LOGMELN INC
2018-06-01
2019-12-11
111. LUMENTUM HOLDINGS INC
2017-11-29
2019-12-11
73. NEENAH PAPER INC
2017-08-16
2019-12-11
21. OMNICELL INC
2019-07-01
2019-12-11
83. OMNICELL INC
2019-09-18
2019-12-11
15. OMNICELL INC
2018-04-13
2019-12-11
35. PERFICIENT INC
2019-07-01
2019-12-11
73. PERFICIENT INC
2016-01-22
2019-12-11
92. PIPER JAFFRAY COS
2019-11-14
2019-12-11
6. PIPER JAFFRAY COS
2019-10-18
2019-12-11
33. PROS HOLDINGS INC
2019-07-01
2019-12-11
54. PROS HOLDINGS INC
2018-12-07
2019-12-11
50. PROS HOLDINGS INC
2016-01-19
2019-12-11
58. QCR HOLDINGS INC
2018-08-07
2019-12-11
62. QCR HOLDINGS INC
2018-08-07
2019-12-11
32. QCR HOLDINGS INC
2018-01-10
2019-12-11
29. REATA PHARMACEUTICALS INC
2017-08-25
2019-12-11
19. REGAL BELOIT CORPORATION
2019-07-01
2019-12-11
42. REGAL BELOIT CORPORATION
2014-04-15
2019-12-11
78. SJW CORP
2019-10-16
2019-12-11
67. SILGAN HOLDINGS INC
2019-07-01
2019-12-11
122. SILGAN HOLDINGS INC
2013-12-23
2019-12-11
65. SYKES ENTERPRISES INC
2019-07-01
2019-12-11
124. SYKES ENTERPRISES INC
2010-11-22
2019-12-11
404. TTM TECHNOLOGIES INC
2017-08-25
2019-12-11
133. WSFS FINANCIAL CORPORATION
2019-09-23
2019-12-11
44. WNS HOLDINGS LIMITED
2019-07-01
2019-12-11
92. WNS HOLDINGS LIMITED
2017-03-29
2019-12-11
28. WEST PHARMACEUTICALS SERVICE S INC
2019-07-01
2019-12-11
48. WEST PHARMACEUTICALS SERVICE S INC
2010-11-22
2019-12-11
13. WOODWARD INC
2019-07-01
2019-12-11
39. WOODWARD INC
2010-11-22
2019-12-11
3. WOODWARD INC
2011-08-15
2019-12-11
33. LIVANOVA PLC
2017-10-25
2019-12-11
3676.471 PIMCO LOW DURATION ESG FD CL I
2017-08-22
2019-12-12
3317.536 TIAA-CREF CORE IMPACT BOND FD CL I
2017-08-24
2019-12-12
CAPITAL GAIN 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
12,508
5,804
6,704
b
13,597
6,818
6,779
c
22,413
17,901
4,512
d
209,269
207,102
2,167
e
4,766
7,071
-2,305
1,600
2,254
-654
11,181
13,873
-2,692
6,355
5,985
370
207,792
462,064
-254,272
8,203
4,720
3,483
4,711
3,721
990
1,634
935
699
7,499
2,519
4,980
500,000
500,000
9,368
10,285
-917
5,403
3,163
2,240
8,454
6,788
1,666
9,713
5,391
4,322
1,796
282
1,514
8,670
4,489
4,181
203,083
228,910
-25,827
4,372
11,438
-7,066
3,749
8,864
-5,115
4,403
5,713
-1,310
2,309
2,912
-603
4,671
4,355
316
20,631
14,593
6,038
18,113
17,936
177
8,879
8,455
424
17,320
19,349
-2,029
25,649
16,378
9,271
4,008
4,031
-23
6,513
2,884
3,629
10,680
18,132
-7,452
1,126
1,179
-53
940
12,092
-11,152
106
163
-57
577,466
300,000
277,466
1,434
1,421
13
9,693
7,257
2,436
1,569
1,747
-178
13,758
13,510
248
2,204
2,059
145
19,416
16,451
2,965
15,211
19,596
-4,385
1,337
1,374
-37
9,070
8,338
732
9,156
14,945
-5,789
1,310
1,025
285
18,155
12,232
5,923
2,979
1,548
1,431
4,840
726
4,114
6,003
10,248
-4,245
641
640
1
10,260
8,618
1,642
5,845
782
5,063
1,440
2,267
-827
9,377
14,410
-5,033
1,269
1,567
-298
4,448
3,513
935
3,085
2,377
708
861
657
204
3,834
3,470
364
3,954
3,400
554
1,683
1,466
217
4,639
2,963
1,676
1,687
1,911
-224
5,105
5,416
-311
1,799
2,292
-493
3,876
4,310
-434
5,427
6,396
-969
6,611
8,819
-2,208
16
20
-4
1,357
1,432
-75
4,353
4,551
-198
4,623
4,477
146
6,610
6,441
169
2,166
5,024
-2,858
704
1,439
-735
1,072
1,186
-114
3,597
3,549
48
2,383
2,842
-459
1,332
1,270
62
2,946
2,492
454
875
819
56
5,906
5,495
411
8,108
7,602
506
1,851
809
1,042
5,708
2,736
2,972
3,240
944
2,296
4,445
6,575
-2,130
6,721
6,631
90
1,386
1,289
97
2,573
1,842
731
3,422
3,107
315
3,625
3,770
-145
6,202
7,716
-1,514
3,299
3,425
-126
891
1,253
-362
3,920
4,927
-1,007
6,001
6,880
-879
6,134
6,101
33
6,135
6,710
-575
2,900
2,445
455
1,264
1,701
-437
6,148
8,348
-2,200
7,685
6,078
1,607
5,254
5,717
-463
1,717
1,857
-140
6,787
6,143
644
1,227
680
547
1,519
1,191
328
3,168
1,371
1,797
7,357
6,902
455
480
444
36
1,932
2,078
-146
3,162
1,707
1,455
2,928
677
2,251
2,423
2,565
-142
2,590
2,730
-140
1,337
1,406
-69
5,756
810
4,946
1,579
1,558
21
3,491
3,083
408
5,618
5,610
8
2,029
2,068
-39
3,695
2,895
800
2,284
1,778
506
4,357
2,215
2,142
5,502
5,659
-157
5,735
5,939
-204
2,749
2,602
147
5,749
2,640
3,109
4,079
3,473
606
6,992
919
6,073
1,598
1,485
113
4,793
1,259
3,534
369
92
277
2,609
2,442
167
35,000
35,074
-74
35,000
34,370
630
41,714
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
6,704
b
6,779
c
4,512
d
2,167
e
-2,305
-654
-2,692
370
-254,272
3,483
990
699
4,980
-917
2,240
1,666
4,322
1,514
4,181
-25,827
-7,066
-5,115
-1,310
-603
316
6,038
177
424
-2,029
9,271
-23
3,629
-7,452
-53
-11,152
-57
277,466
13
2,436
-178
248
145
2,965
-4,385
-37
732
-5,789
285
5,923
1,431
4,114
-4,245
1
1,642
5,063
-827
-5,033
-298
935
708
204
364
554
217
1,676
-224
-311
-493
-434
-969
-2,208
-4
-75
-198
146
169
-2,858
-735
-114
48
-459
62
454
56
411
506
1,042
2,972
2,296
-2,130
90
97
731
315
-145
-1,514
-126
-362
-1,007
-879
33
-575
455
-437
-2,200
1,607
-463
-140
644
547
328
1,797
455
36
-146
1,455
2,251
-142
-140
-69
4,946
21
408
8
-39
800
506
2,142
-157
-204
147
3,109
606
6,073
113
3,534
277
167
-74
630
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
93,438
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
...................
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?
Yes
No
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 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))
2018
2,214,733
9,212,397
0.240408
2017
2,335,768
10,760,559
0.217068
2016
1,837,341
11,759,130
0.156248
2015
1,967,966
13,357,469
0.147331
2014
1,914,865
15,063,331
0.127121
2
Total
of line 1, column (d)
.....................
2
0.888176
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.177635
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
7,225,243
5
Multiply line 4 by line 3
......................
5
1,283,456
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,704
7
Add lines 5 and 6
........................
7
1,285,160
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,120,002
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
1,704
here
and 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
1,704
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
1,704
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
17,614
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
17,614
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
15,910
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
7,000
Refunded
11
8,910
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 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
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)
WA
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 2019 or the taxable year beginning in 2019? See the 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
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 address
14
The books are in care of
JANE FRISSELL
Telephone no.
(206) 359-3137
Located at
1201 THIRD AVENUE SUITE 4900
SEATTLE
WA
ZIP+4
981013099
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
POLLY M OLSEN
DIRECTOR
2
8,004
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
MARTHA ASHENFELTER
DIRECTOR
2
8,004
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
COLONEL F BETZ
PRESIDENT
0
0
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
ROBERT S MUCKLESTONE
VICE PRESIDENT
0
0
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
JANE FRISSELL
SECRETARY/TREASURER
2
0
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
CAROLINE A MAILLARD
EXECUTIVE DIRECTOR
32
95,818
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
TED A MARTIN
DIRECTOR
2
8,004
1201 THIRD AVENUE SUITE 4900
SEATTLE
,
WA
981013099
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
.............
0
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
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 instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
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
7,113,782
b
Average of monthly cash balances
.......................
1b
221,152
c
Fair market value of all other assets (see instructions)
................
1c
338
d
Total
(add lines 1a, b, and c)
.........................
1d
7,335,272
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
7,335,272
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
110,029
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
7,225,243
6
Minimum investment return.
Enter 5% of line 5
..................
6
361,262
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
361,262
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,704
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,704
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
359,558
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
359,558
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
359,558
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
2,120,002
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,120,002
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
1,704
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,118,298
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
359,558
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,186,070
b
From 2015
......
1,315,305
c
From 2016
......
1,263,850
d
From 2017
......
1,813,392
e
From 2018
......
1,770,541
f
Total
of lines 3a through e
........
7,349,158
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,120,002
a
Applied to 2018, but not more than line 2a
0
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 2019 distributable amount
.....
359,558
e
Remaining amount distributed out of corpus
1,760,444
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
9,109,602
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
1,186,070
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
7,923,532
10
Analysis of line 9:
a
Excess from 2015
....
1,315,305
b
Excess from 2016
....
1,263,850
c
Excess from 2017
....
1,813,392
d
Excess from 2018
....
1,770,541
e
Excess from 2019
....
1,760,444
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
NA
b
List 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.
NA
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JANE FRISSELL
1201 THIRD AVE SUITE 4900
SEATTLE
,
WA
981013099
(206) 359-3137
b
The form in which applications should be submitted and information and materials they should include:
APPLICATION FORM TO BE PROVIDED BY THE FOUNDATION
c
Any submission deadlines:
GRANTS ARE AWARDED QUARTERLY AND MUST BE SUBMITTED AT LEAST FOUR WEEKS PRIOR TO MEETINGS
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED ONLY TO PUBLIC CHARITIES AND SCHOOL DISTRICTS FOR SPECIFIC PROJECTS LOCATED IN WASHINGTON WHICH ADDRESS THE NEEDS OF LITERACY, BASIC EDUCATION AND DROPOUT PREVENTION
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
KILLER WHALE TALES
5623 46TH AVENUE SW
SEATTLE
,
WA
98136
NONE
PC
KIDS MAKING A DIFFERENCE
20,000
TAKE THE NEXT STEP
202 S SAMS STREET
MONROE
,
WA
98272
NONE
PC
KIDZ CLUB & STUDENT LEADERS
25,000
CITY YEAR INC
2203 23RD AVENUE S 101
SEATTLE
,
WA
98144
NONE
PC
WHOLE SCHOOL WHOLE CHILD
30,000
THE WASHINGTON STEM CENTER
210 S HUDSON STREET
SEATTLE
,
WA
98134
NONE
PC
CAREER CONNECTED LEARNING
55,000
TECHBRIDGE GIRLS
1511 8TH AVENUE SW 304
BURIEN
,
WA
98166
NONE
PC
GIRLS FROM LOW-INCOME
40,000
URBAN NATIVE EDUCATION ALLIANCE
12353 8TH AVENUE NE
SEATTLE
,
WA
98125
NONE
PC
CLEAR SKY YOUTH PROGRAM
30,000
DEGREES OF CHANGE
PO BOX 1573
TACOMA
,
WA
98401
NONE
PC
READY TO RISE
40,000
SCHOOL'S OUT WASHINGTON
801 23RD AVENUE S A
SEATTLE
,
WA
98144
NONE
PC
FEED YOUR BRAIN EATSERN
55,000
GRAYS HARBOR YOUTH WORKS
PO BOX 1786
OCEAN SHORES
,
WA
98569
NONE
PC
CAPACITY BUILDING FOR
25,000
TINY TREE PRESCHOOL
220 2ND AVENUE S 229
SEATTLE
,
WA
98122
NONE
PC
OPERATIONALIZING EQUITY
30,000
FOUNDATION FOR ACADEMIC ENDEAVORS
PO BOX 945
MOUNT VERNON
,
WA
98273
NONE
PC
FAE SUMMER ACADEMY
50,000
HUMANITIES WASHINGTON
130 NICKERSON STREET 304
SEATTLE
,
WA
98109
NONE
PC
PRIME TIME READING
40,000
COMMUNITY FOR YOUTH
999 THIRD AVENUE 1080
SEATTLE
,
WA
98104
NONE
PC
INTENSIVE MENTORING FOR
30,000
COMMUNITIES IN SCHOOLS OF WHATCOM COUNTY
PO BOX 6071
BELLINGHAM
,
WA
98227
NONE
PC
EXPANDING STUDENT SUPPORT
40,000
SUMMER SEARCH SEATTLE
635 ANDOVER PARK W 8-200
TUKWILA
,
WA
98188
NONE
PC
SUPPORTING NEXT PHRASE OF
45,000
ROCHESTER ORGANIZATION OF FAMILIES
PO BOX 312
ROCHESTER
,
WA
98579
NONE
PC
KID'S PLACE AFTER SCHOOL
58,500
PLUS DELTA AFTER SCHOOL STUDIOS DBA THE
CLUB
528 W CAMERON STREET
DAYTON
,
WA
99328
NONE
PC
REACHING OUT
10,000
MOUNT ADAMS SCHOOL DISTRICT
PO BOX 578
WHITE SWAN
,
WA
98952
NONE
PC
WHITE SWAN HIGH SCHOOL LINK
12,065
BOYS & GIRLS CLUB OF KING COUNTY
603 STEWART STREET 300
SEATTLE
,
WA
98101
NONE
PC
EXPANDED LEARNING AND
40,000
TACOMA COMMUNITY HOUSE
1314 SOUTH L STREET
TACOMA
,
WA
98405
NONE
PC
READ2ME
30,000
CHILDREN'S HOME SOCIETY OF WASHINGTON
1612 PENNY LANE
WALLA WALLA
,
WA
99362
NONE
PC
VALLE LINDO HOMES SUMMER
60,000
BIG BROTHERS BIG SISTERS OF PUGET SOUND
1600 S GRAHAM STREET
SEATTLE
,
WA
98106
NONE
PC
MENTORU 2019
25,000
MOUNT ADAMS MIDDLE SCHOOL
PO BOX 578
WHITE SWAN
,
WA
98952
NONE
PC
W.E.B. PROGRAM
10,530
MUSEUM OF FLIGHT FOUNDATION
9404 E MARGINAL WAY S
TUKWILA
,
WA
981084807
NONE
PC
WISE CONSORTIUM
25,000
COMMUNITY YOUTH SERVICES
711 STATE AVENUE NE
OLYMPIA
,
WA
98506
NONE
PC
SETUP PROGRAM
15,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER STREET 1080
TACOMA
,
WA
984161080
NONE
PC
SUMMER ACADEMIC CHALLENGE
30,000
MANSON SCHOOL DISTRICT
PO BOX A
MANSON
,
WA
98831
NONE
PC
HIGH SCHOOL INTERNSHIP
77,875
PORT GAMBLE S'KLALLAM FOUNDATION
31912 LITTLE BOSTON ROAD NE
KINGSTON
,
WA
98346
NONE
PC
MAPPING SUCCESSFUL
25,000
PORT TOWNSEND MARINE SCIENCE SOCIETY
532 BATTERY WAY
PORT TOWNSEND
,
WA
98368
NONE
PC
PATHWAYS TO LEARNING
22,500
NORTH CASADES INSTITUTE
810 MOORE STREET
SEDRO WOOLLEY
,
WA
98284
NONE
PC
MOUNTAIN SCHOOL CURRICULUM
50,000
ALLIANCE FOR EDUCATION
509 OLIVE WAY 500
SEATTLE
,
WA
981012556
NONE
PC
SEATTLE TEACHER RESIDENCY
40,000
CATHOLIC COMMUNITY SERVICES OF WESTERN
WASHINGTON
100 23RD AVENUE S
SEATTLE
,
WA
98144
NONE
PC
YOUTH TUTORING PROGRAM
45,000
GARDEN RAISED BOUNTY (GRUB)
2016 ELLIOTT AVENUE NW
OLYMPIA
,
WA
98502
NONE
PC
GROUNDED PROGRAM
40,000
PAGE AHEAD CHILDREN'S LITERACY PROGRAM
1130 NW 85TH STREET
SEATTLE
,
WA
98117
NONE
PC
BOOK UP SUMMER
50,000
COMMUNITIES IN SCHOOLS OF LAKEWOOD
10828 GRAVELLY LAKE DRIVE SW 104
LAKEWOOD
,
WA
98499
NONE
PC
BUILDING STUDENTS SUCCESS
40,000
PALMER SCHOLARS
PO BOX 7119
TACOMA
,
WA
98417
NONE
PC
COLLEGE READINESS AND
40,000
THE COFFEE OASIS
837 34TH STREET
BREMERTON
,
WA
98337
NONE
PC
OASIS ASSIST
50,000
PEACE COMMUNITY CENTER
2106 S CUSHMAN AVENUE
TACOMA
,
WA
98405
NONE
PC
HILLTOP SCHOLARS
60,000
READINESS TO LEARN FOUNDATION
PO BOX 280
LANGLEY
,
WA
98260
NONE
PC
ASSISTANCE FOR AT-RISK
45,000
COMMUNITIES IN SCHOOLS OF SEATTLE
PO BOX 24872
SEATTLE
,
WA
98124
NONE
PC
MIDDLE SCHOOL SITE
60,000
NORTHWEST MARITIME CENTER
431 WATER STREET
PORT TOWNSEND
,
WA
98368
NONE
PC
MARITIME DISCOVERY PROGRAM
30,000
COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684
VAUGHN
,
WA
98394
NONE
PC
PATHWAYS TO SUCCESS
50,000
ARTS CORPS
4408 DELRIDGE WAY SW 110
SEATTLE
,
WA
98106
NONE
PC
CREATIVE SCHOOL LAB
50,000
FRIENDS OF THE CHILDREN SEATTLE
PO BOX 18886
SEATTLE
,
WA
98118
NONE
PC
TEEN MENTORING PROGRAM
75,000
BOYS & GIRLS CLUBS OF THURSTON COUNTY
2424 HERITAGE COURT SW 301
OLYMPIA
,
WA
98502
NONE
PC
GET GOOD GRADES AND SOCIAL
45,400
COMMUNITIES IN SCHOOLS OF TACOMA
708 SOUTH J STREET
TACOMA
,
WA
98405
NONE
PC
READY SET READ TACOMA
50,000
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVENUE S
SEATTLE
,
WA
98118
NONE
PC
K-12 AFTER-SCHOOL PROGRAM
40,000
MABTON SCHOOL DISTRICT
PO BOX 37
MABTON
,
WA
98935
NONE
PC
NINTH GRADE TRANSITION
11,990
NATURE BRIDGE
29 GEARY STREET 650
SAN FRANCISCO
,
CA
94108
NONE
ENVIRONMENTAL SCIENCE
30,000
IMAGINE CHILDREN'S MUSEUM
1502 WALL STREET
EVERETT
,
WA
98201
NONE
PC
LITTLE SCIENCE LAB
23,500
COMMUNITIES IN SCHOOLS OF FEDERAL WAY
1825 S 316TH STREET
FEDERAL WAY
,
WA
98003
NONE
PC
SCHOOL OUTREACH
50,000
Total
.................................
3a
1,972,360
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
8,334
4
Dividends and interest from securities
....
14
133,815
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
93,438
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)
..
235,587
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
235,587
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
Page
13
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description