-
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
SCAN DESIGN FOUNDATION
BY INGER & JENS BRUUN
Number and street (or P.O. box number if mail is not delivered to street address)
1001 FOURTH AVENUE NO 4400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE
,
WA
98154
A Employer identification number
68-0537904
B
Telephone number (see instructions)
(206) 892-2092
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)
$
38,003,843
J
Accounting method:
Cash
Accrual
Other (specify)
hybrid
(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
4
Dividends and interest from securities
...
476,923
476,923
5a
Gross rents
............
b
Net rental income or (loss)
-294,394
6a
Net gain or (loss) from sale of assets not on line 10
1,439,169
b
Gross sales price for all assets on line 6a
16,923,957
7
Capital gain net income (from Part IV, line 2)
...
1,439,169
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)
.......
5,064
0
12
Total.
Add lines 1 through 11
........
1,921,156
1,916,092
13
Compensation of officers, directors, trustees, etc.
296,250
59,250
237,000
14
Other employee salaries and wages
......
250,838
50,168
200,670
15
Pension plans, employee benefits
.......
38,905
7,781
31,124
16a
Legal fees (attach schedule)
.........
17,208
8,604
8,604
b
Accounting fees (attach schedule)
.......
6,701
3,351
3,350
c
Other professional fees (attach schedule)
....
160,874
140,874
20,000
17
Interest
...............
4,992
4,992
0
18
Taxes (attach schedule) (see instructions)
...
190,297
119,380
19,512
19
Depreciation (attach schedule) and depletion
...
104,341
104,341
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
1,335
1,335
0
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,412
-28,387
30,799
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,074,153
471,689
551,059
25
Contributions, gifts, grants paid
.......
1,421,727
1,421,727
26
Total expenses and disbursements.
Add lines 24 and 25
2,495,880
471,689
1,972,786
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-574,724
b
Net investment income
(if negative, enter -0-)
1,444,403
c
Adjusted net income
(if negative, enter -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
.............
2
Savings and temporary cash investments
.........
1,085,965
590,041
590,041
3
Accounts receivable
Less: allowance for doubtful accounts
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
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)
.......
23,360,115
27,249,840
27,249,840
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
5,310,018
Less: accumulated depreciation (attach schedule)
1,857,859
3,556,500
3,452,159
7,900,000
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
3,828,016
2,263,962
2,263,962
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
575,622
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
32,406,218
33,556,002
38,003,843
17
Accounts payable and accrued expenses
..........
7,035
992
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
1,474,817
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
1,481,852
992
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
30,924,366
33,555,010
29
Total net assets or fund balances
(see instructions)
.....
30,924,366
33,555,010
30
Total liabilities and net assets/fund balances
(see instructions)
.
32,406,218
33,556,002
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
30,924,366
2
Enter amount from Part I, line 27a
.....................
2
-574,724
3
Other increases not included in line 2 (itemize)
3
3,304,297
4
Add lines 1, 2, and 3
..........................
4
33,653,939
5
Decreases not included in line 2 (itemize)
5
98,929
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
33,555,010
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
1,490.774SH IVY FUNDS GLOBAL
P
2019-12-26
b
253.483SH IVY FUNDS EMERG MKTS
P
2019-12-12
2019-12-26
c
92.091SH IVY FUNDS HIGH INCOME A
P
2019-12-26
d
2,577.069SH IVY FUNDS APPOLLO
P
2019-12-26
e
993.389SH MFS FUNDS MID CAP
P
2019-12-12
2019-12-26
1361.551SH MFS FUNDS VALUE I
P
2019-12-26
2,155.399SH AMERICA FUNDS NEW PERSPECTOVE F2
P
2019-12-26
89.348SH T ROWE PRICE FUNDS MEDIA & TELECOMM
P
2019-12-26
1,480.845SH T ROWE PRICE FUNDS GROWTH
P
2019-12-26
1,484.653SH T ROWE PRICE FUNDS QM US
P
2019-12-26
43,830.456SH IBIIX
P
2019-12-26
4732.608SH IPOIX
P
2019-12-19
16,936.089SH IPOIX
P
2019-12-26
69814.135SH IDAIX
P
2019-12-26
49,364.092SH IMAIX
P
2019-12-26
44237.334SH MCVIX
P
2019-12-26
4500.45SH MEIIX
P
2018-04-06
2019-12-06
22306.201SH MEIIX
P
2019-12-26
5503.577SH MFWIX
P
2018-04-06
2019-12-19
23645.024SH MFWIX
P
2019-12-26
15456.647SH ANWFX
P
2019-12-26
4877.34SH PRMTX
P
2019-12-26
2080.444SH PRGFX
P
2018-04-06
2019-12-16
26474.427SH PRGFX
P
2019-12-26
8567.243SH PRHSX
P
2019-12-26
17436.941SH PRDSX
P
2019-12-26
2605.025SH IVY GLOBAL EQUITY INCOME FUND CL 1
P
2018-04-06
2019-09-06
125.164SH IVY EMERGING MKTS EQUITY FUND
P
2014-03-27
2019-09-06
1129.746SH IVY EMERGING MKTS EQUITY FUND
P
2014-03-27
2019-09-06
377.002SH IVY EMERGING MKTS EQUITY FUND
P
2014-03-27
2019-09-06
3073.45SH IVY PROSHARES S&P 500
P
2018-04-06
2019-09-06
351.59SH IVY PROSHARES S&P 500
P
2018-04-06
2019-09-09
955SH IVY APOLLO MULTI ASSET INCOME FUND
P
2018-04-06
2019-09-06
137.744SH MFS MIDCAP VALUE FUND CLASS I
P
2018-04-06
2019-09-09
509.563SH MFS VALUE FUND CLASS I
P
2018-04-06
2019-09-06
64.427SH MFS VALUE FUND CLASS I
P
2018-04-06
2019-09-09
1592.210SH MFS GLOBAL TOTAL RETURN FUND CLASS I
P
2018-04-06
2019-09-06
1366.17SH NEW PERSPECTIVE FUND
P
2018-04-06
2019-09-06
474.149SH T ROWE PRICE MEDIA & TELECOMM
P
2018-04-06
2019-09-06
1560.029SH T ROWE PRICE GROWTH STOCK
P
2018-04-06
2019-09-06
244.702SH T ROWE PRICE HEALTH SCIENCES FUND
P
2018-04-06
2019-09-06
986.737SH T ROWE PRICE QM US SMALL CAP GROWTH
P
2018-04-06
2019-09-06
1,430.7310SH NGREX
P
2018-08-13
2019-01-09
3,396.341SH PFORX
P
2019-01-09
1,848.685SH VNMSX
P
2018-11-13
2019-01-09
100SH VGIT
P
2018-10-22
2019-01-09
194SH VGIT
P
2018-10-22
2019-01-09
200SH VGIT
P
2018-10-22
2019-01-09
200SH VGIT
P
2018-10-22
2019-01-09
2,051.416SH FEUPX
P
2018-09-11
2019-01-18
7,847.225SH NGREX
P
2018-08-13
2019-01-18
8,118.037SH PFORX
P
2018-09-10
2019-01-18
2,962SH SCHF
P
2018-04-18
2019-01-18
698SH SCHF
P
2019-01-09
2019-01-18
331SH SCHX
P
2018-04-18
2019-01-18
456SH SCHX
P
2018-04-18
2019-01-18
298SH SCHX
P
2019-01-09
2019-01-18
324SH SCHA
P
2019-01-02
2019-01-18
449SH SCHA
P
2019-01-09
2019-01-18
32SH VIG
P
2019-01-09
2019-01-18
8,142.663SH VMMSX
P
2018-11-13
2019-01-18
8,111.699SH VHG2Z
P
2018-09-12
2019-01-18
1,333SH VGIT
P
2018-10-22
2019-01-18
137SH VV
P
2018-04-18
2019-01-18
325SH VV
P
2018-04-18
2019-01-18
101SH VV
P
2019-01-09
2019-01-18
4,288.605SH VFIDX
P
2014-08-04
2019-01-09
3,194.888SH VFIDX
P
2014-08-04
2019-01-10
2,380.9310SH DODFX
P
2015-03-25
2019-01-18
316SH SCHF
P
2015-07-08
2019-01-18
1,748SH SCHF
P
2016-10-07
2019-01-18
1,020SH SCHX
P
2012-04-11
2019-01-18
10SH SCHX
P
2017-12-26
2019-01-18
1,270SH SCHA
P
2014-08-01
2019-01-18
785SH VIG
P
2011-11-02
2019-01-18
5,974.894SH VFIDX
P
2014-08-04
2019-01-18
398SH VV
P
2012-10-10
2019-01-18
114SH VV
P
2016-01-07
2019-01-18
24SH VV
P
2017-12-26
2019-01-18
203.5SH FEUPX
P
2018-09-11
2019-02-15
691.563SH VHG2Z
P
2018-09-12
2019-02-15
249.066SH DODFX
P
2019-02-15
1,704.739SH VHG2Z
P
2019-03-27
1,326.7SH VHG2Z
P
2018-04-18
2019-04-03
329.815SH VHG2Z
P
2018-04-18
2019-04-05
4,578.755SH PFORX
P
2019-05-09
230.814SH FEUPX
P
2018-09-11
2019-06-19
1,513.802SH NGREX
P
2018-08-13
2019-06-19
556.328SH VMMSX
P
2018-11-13
2019-06-19
1,111.11SH VFIDX
P
2014-08-04
2019-06-19
625SH SCHF
P
2016-10-07
2019-07-16
516SH SCHX
P
2012-04-11
2019-07-16
23SH SCHA
P
2014-08-01
2019-07-16
200SH SCHA
P
2014-08-01
2019-07-16
2,793.38SH VHG2Z
P
2018-09-10
2019-08-27
506SH SCHF
P
2016-10-07
2019-08-01
278SH SCHX
P
2012-04-11
2019-08-01
275SH SCHA
P
2014-08-01
2019-08-01
369SH VIG
P
2011-11-02
2019-08-01
436SH VV
P
2012-10-10
2019-08-01
727SH SCHX
P
2012-04-11
2019-08-27
1,106SH SCHA
P
2014-08-01
2019-08-27
251.351SH VHG2Z
P
2018-04-18
2019-08-27
229.008SH FEUPX
P
2018-09-11
2019-09-23
314.161SH DODFX
P
2019-09-23
1,173.158SH VMMSX
P
2018-11-13
2019-10-11
1,123.378SH FEUPX
P
2018-09-11
2019-10-01
2,061SH SCHF
P
2016-10-07
2019-10-01
185SH SCHX
P
2012-04-11
2019-10-01
291SH SCHA
P
2014-08-01
2019-10-01
446SH VV
P
2012-10-10
2019-10-01
2,192.982SH NGREX
P
2018-08-13
2019-10-11
484.125SH DODFX
P
2019-01-09
2019-11-01
3,743.798SH VMMSX
P
2018-11-13
2019-11-01
1,359.516SH DODFX
P
2019-11-01
4,643.164SH NGREX
P
2018-08-13
2019-11-01
766.871SH VHG2Z
P
2018-09-10
2019-11-25
1,521.934SH PFORX
P
2019-10-02
2019-12-04
1,590.457SH VFIDX
P
2019-08-29
2019-12-04
331SH VGIT
P
2019-08-29
2019-12-04
1,875.785SH PFORX
P
2019-10-02
2019-12-11
1,981.113SH VFIDX
P
2019-08-29
2019-12-11
321SH VGIT
P
2019-08-29
2019-12-11
1,704.036SH PFROC
P
2019-10-02
2019-12-18
454.17SH VMMSX
P
2019-12-17
2019-12-18
116.245SH VHG2Z
P
2019-12-17
2019-12-18
2,137.072SH VFIDX
P
2019-08-29
2019-12-18
288SH VGIT
P
2019-08-29
2019-12-18
529.68SH FEUPX
P
2018-09-11
2019-12-04
554.072SH NGREX
P
2018-08-13
2019-12-04
1,132SH SCHF
P
2013-07-10
2019-12-04
162SH SCHF
P
2016-10-07
2019-12-04
348SH SCHX
P
2012-04-11
2019-12-04
488SH SCHA
P
2014-08-01
2019-12-04
148SH VIG
P
2011-11-02
2019-12-04
862.334SH VHG2Z
P
2018-09-10
2019-12-04
181SH VV
P
2012-10-10
2019-12-04
270.076SH FEUPX
P
2018-09-11
2019-12-11
400.916SH DODFX
P
2016-10-07
2019-12-11
1,018.208SH NGREX
P
2018-08-13
2019-12-11
795SH SCHF
P
2013-07-10
2019-12-11
252SH SCHX
P
2012-04-11
2019-12-11
233SH SCHA
P
2014-08-01
2019-12-11
106SH VIG
P
2011-11-02
2019-12-11
1,254.448SH VMMSX
P
2018-11-13
2019-12-11
1,109.418SH VHG2Z
P
2018-09-10
2019-12-11
135SH VV
P
2012-10-10
2019-12-11
316.289SH FEUPX
P
2018-09-11
2019-12-18
444.05SH DODFX
P
2016-10-07
2019-12-18
439.367SH NGREX
P
2018-08-13
2019-12-18
100SH SCHF
P
2013-07-10
2019-12-18
469SH SCHF
P
2013-07-10
2019-12-18
250SH SCHX
P
2012-04-11
2019-12-18
212SH SCHA
P
2014-08-01
2019-12-18
97SH VIG
P
2011-11-02
2019-12-18
1,371.97SH VMMSX
P
2018-11-13
2019-12-18
709.414SH VHG2Z
P
2018-09-10
2019-12-18
139SH VV
P
2012-10-10
2019-12-18
7,792.464SH JPM GLBL RES ENH INDEX FD
P
2019-01-15
11,925.061SH JPM GLBL RES ENH INDEX FD
P
2019-02-19
39,317.859SH JPM GLBL RES ENH INDEX FD
P
2019-03-22
6,864.207SH JPM GLBL RES ENH INDEX FD
P
2019-06-24
3,001.891SH JPM GLBL RES ENH INDEX FD
P
2019-06-24
357.535SH JPM GLBL RES ENH INDEX FD
P
2019-07-25
338.806SH JPM MANAGED INCOME FD
P
2019-07-25
4,006.976SH JPM GLBL RES ENH INDEX FD
P
2019-08-12
6,627.164SH JPM MANAGED INCOME FD
P
2019-08-12
216.360SH JPM GLBL RES ENH INDEX FD
P
2019-10-24
205.274SH JPM MANAGED INCOME FD
P
2019-10-24
6,047.156 JPM GLBL RES ENH
P
2019-12-31
4,908.719 JPM MANAGED INCOME FD
P
2019-12-31
800SH SCAN DESIGN FURNITURE
D
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
19,066
19,298
-232
b
5,381
5,239
142
c
658
650
8
d
27,445
27,423
22
e
25,232
24,775
457
60,914
55,418
5,496
101,732
96,129
5,603
11,121
10,160
961
109,375
99,624
9,751
59,238
55,279
3,959
560,568
587,399
-26,831
99,976
83,575
16,401
359,530
299,080
60,450
922,221
772,287
149,934
525,705
541,415
-15,710
1,123,605
1,024,522
99,083
199,976
176,735
23,241
997,957
875,974
121,983
99,976
97,424
2,552
431,734
418,562
13,172
729,533
673,804
55,729
607,083
483,983
123,100
150,000
134,713
15,287
1,955,401
1,714,279
241,122
703,713
608,231
95,482
695,734
617,820
77,914
31,104
34,485
-3,381
2,377
2,210
167
21,454
19,951
1,503
7,159
6,658
501
38,664
33,999
4,665
4,423
3,889
534
10,123
10,331
-208
3,310
3,190
120
21,580
20,004
1,576
2,733
2,529
204
28,819
28,185
634
61,382
59,556
1,826
56,585
47,000
9,585
108,500
100,999
7,501
18,360
17,373
987
38,167
34,947
3,220
14,293
14,923
-630
36,180
36,569
-389
37,226
36,679
547
6,326
6,175
151
12,272
11,980
292
12,651
12,350
301
12,651
12,350
301
97,766
105,900
-8,134
80,591
81,847
-1,256
86,838
87,206
-368
88,948
102,455
-13,507
20,961
20,638
323
21,028
21,474
-446
28,969
29,583
-614
18,932
18,421
511
21,666
19,721
1,945
30,025
29,057
968
3,293
3,208
85
168,121
161,556
6,565
226,697
260,890
-34,193
84,178
82,313
1,865
16,737
17,074
-337
39,705
40,514
-809
12,339
12,015
324
40,245
42,587
-2,342
29,975
31,726
-1,751
94,117
105,919
-11,802
9,489
9,320
169
52,492
49,676
2,816
64,800
33,283
31,517
635
638
-3
84,925
65,658
19,267
80,779
41,683
39,096
56,139
59,332
-3,193
48,624
26,037
22,587
13,927
10,245
3,682
2,932
2,947
-15
9,975
10,505
-530
19,975
22,242
-2,267
9,975
10,840
-865
49,975
54,783
-4,808
39,975
42,556
-2,581
9,975
10,579
-604
49,975
49,186
789
11,975
11,915
60
17,000
15,789
1,211
11,975
11,038
937
10,975
11,034
-59
20,008
17,762
2,246
37,038
16,837
20,201
1,653
1,189
464
14,372
10,340
4,032
83,471
89,511
-6,040
16,027
14,380
1,647
19,985
9,071
10,914
20,023
14,217
5,806
43,873
19,594
24,279
60,188
28,523
31,665
49,998
23,722
26,276
75,007
57,179
17,828
7,511
8,062
-551
11,975
11,822
153
12,975
13,244
-269
24,975
23,276
1,699
57,975
57,992
-17
64,982
58,572
6,410
12,977
6,037
6,940
19,988
15,044
4,944
60,119
29,177
30,942
25,000
22,873
2,127
20,738
18,780
1,958
82,975
74,279
8,696
58,237
54,135
4,102
54,000
48,428
5,572
24,975
24,574
401
16,975
17,171
-196
15,975
16,131
-156
21,937
22,260
-323
20,890
21,164
-274
19,905
20,093
-188
21,219
21,587
-368
18,975
19,226
-251
10,440
10,391
49
3,657
3,662
-5
21,410
21,675
-265
18,966
19,368
-402
28,975
27,344
1,631
6,339
5,779
560
37,603
31,593
6,010
5,381
4,604
777
25,933
11,355
14,578
35,931
25,229
10,702
17,998
7,859
10,139
27,975
27,633
342
25,919
11,841
14,078
14,975
13,942
1,033
17,475
15,526
1,949
11,628
10,620
1,008
26,600
22,188
4,412
18,898
8,223
10,675
17,250
12,046
5,204
12,949
5,629
7,320
28,175
24,889
3,286
36,375
35,550
825
19,466
8,832
10,634
17,975
16,328
1,647
19,975
17,197
2,778
5,000
4,583
417
3,338
2,791
547
15,657
13,089
2,568
18,978
8,158
10,820
15,948
10,960
4,988
11,939
5,151
6,788
31,535
27,220
4,315
22,318
22,732
-414
20,416
9,093
11,323
149,927
154,696
-4,769
244,583
247,270
-2,687
830,000
730,561
99,439
149,777
120,810
28,967
30,169
30,085
84
7,948
6,293
1,655
3,405
3,400
5
85,589
70,523
15,066
66,603
66,408
195
4,814
3,839
975
2,063
2,063
0
130,740
131,168
-428
49,284
49,198
86
1
575,622
-575,621
361,900
361,900
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
-232
b
142
c
8
d
22
e
457
5,496
5,603
961
9,751
3,959
-26,831
16,401
60,450
149,934
-15,710
99,083
23,241
121,983
2,552
13,172
55,729
123,100
15,287
241,122
95,482
77,914
-3,381
167
1,503
501
4,665
534
-208
120
1,576
204
634
1,826
9,585
7,501
987
3,220
-630
-389
547
151
292
301
301
-8,134
-1,256
-368
-13,507
323
-446
-614
511
1,945
968
85
6,565
-34,193
1,865
-337
-809
324
-2,342
-1,751
-11,802
169
2,816
31,517
-3
19,267
39,096
-3,193
22,587
3,682
-15
-530
-2,267
-865
-4,808
-2,581
-604
789
60
1,211
937
-59
2,246
20,201
464
4,032
-6,040
1,647
10,914
5,806
24,279
31,665
26,276
17,828
-551
153
-269
1,699
-17
6,410
6,940
4,944
30,942
2,127
1,958
8,696
4,102
5,572
401
-196
-156
-323
-274
-188
-368
-251
49
-5
-265
-402
1,631
560
6,010
777
14,578
10,702
10,139
342
14,078
1,033
1,949
1,008
4,412
10,675
5,204
7,320
3,286
825
10,634
1,647
2,778
417
547
2,568
10,820
4,988
6,788
4,315
-414
11,323
-4,769
-2,687
99,439
28,967
84
1,655
5
15,066
195
975
0
-428
86
-575,621
361,900
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
1,439,169
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
2,034,843
36,501,312
0.055747
2017
2,032,004
40,176,914
0.050576
2016
1,795,402
39,721,538
0.045200
2015
1,738,762
37,675,370
0.046151
2014
2,478,864
40,990,108
0.060475
2
Total
of line 1, column (d)
.....................
2
0.258149
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
0.051630
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
36,047,253
5
Multiply line 4 by line 3
......................
5
1,861,120
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
14,444
7
Add lines 5 and 6
........................
7
1,875,564
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,972,786
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
14,444
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
14,444
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
14,444
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
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
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
547
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
14,991
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
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
SCANDESIGNFOUNDATION.ORG
14
The books are in care of
FIDELMA MCGINN
Telephone no.
(206) 892-2092
Located at
1001 4TH AVENUE 4400
SEATTLE
WA
ZIP+4
98154
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
No
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
MARK T SCHLECK
PRESIDENT
40.00
250,000
13,750
0
1001 - 4TH AVENUE SUITE 4400
SEATTLE
,
WA
98154
ROBERT THOMPSON
SEC/TREAS/DIRECTOR
2.00
20,000
0
0
1001 - 4TH AVENUE SUITE 4400
SEATTLE
,
WA
98154
ROB HARRIS
DIRECTOR
1.00
15,000
0
0
1001 - 4TH AVENUE SUITE 4400
SEATTLE
,
WA
98154
BODIL STEVNS
DIRECTOR
1.00
11,250
0
0
1001 - 4TH AVENUE SUITE 4400
SEATTLE
,
WA
98154
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
MARY DELORME SPOUSE M SCHLECK-PRES
OFF MGR/ACCT
40.00
175,000
8,750
0
1001 - 4TH AVENUE SUITE 4400
SEATTLE
,
WA
98154
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
.........................
0
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
25,532,606
b
Average of monthly cash balances
.......................
1b
324,007
c
Fair market value of all other assets (see instructions)
................
1c
10,739,583
d
Total
(add lines 1a, b, and c)
.........................
1d
36,596,196
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
36,596,196
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
548,943
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
36,047,253
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,802,363
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
1,802,363
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
14,444
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
14,444
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,787,919
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,787,919
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
1,787,919
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
1,972,786
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
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
1,972,786
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
14,444
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,958,342
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
1,787,919
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,433,623
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,972,786
a
Applied to 2018, but not more than line 2a
1,433,623
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
.....
539,163
e
Remaining amount distributed out of corpus
0
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
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 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
..........
1,248,756
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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).)
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.
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
CENTER FOR SUSTAINABLE INFRASTRUCTURE
120 STATE AVE NE 303
OLYMPIA
,
WA
98501
NONE
PC
WASHINGTON WSTE TO RESOURCE COLLABORATION, GENERAL SUPPORT
40,300
CENTER FOR WOODEN BOATS
1010 VALLEY STREET
SEATTLE
,
WA
98109
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
CENTRUM FOUNDATION
PO BOX 1158
PORT TOWNSEND
,
WA
98368
NONE
PC
2019 FIDDLE TUNES FESTIVAL
5,000
CLIMATE SOLUTIONS
1402 3RD AVE 1200
SEATTLE
,
WA
98101
NONE
PC
GENERAL SUPPORT
5,000
FORTERRA NW
901 FIFTH AVE STE 2200
SEATTLE
,
WA
98164
NONE
PC
GENERAL OPERATIONAL SUPPORT
1,500
KING COUNTY
201 S JACKSON STREET
SEATTLE
,
WA
98104
NONE
GOV
2020 KING COUNTY METRO STUDY TRIP
41,528
MARY'S PLACE
1830 - 9TH AVE
SEATTLE
,
WA
98101
NONE
PUBLIC CHARITY
PROGRAM SUPPORT
60,000
NATIONAL NORDIC MUSEUM
3014 NW 67TH ST
SEATTLE
,
WA
98117
NONE
PUBLIC CHARITY
SUPPORT FOR HARALD HAUGARD EVENT AND GENERAL PROGRAM SUPPORT
52,000
NORDIC NORTHWEST FOUNDATION
8800 SW OLESON ROAD
PORTLAND
,
OR
97223
NONE
PUBLIC CHARITY
2018 - 2020 SUPPORT
25,000
PACIFIC NORTHWEST BALLET
301 MERCER STREET
SEATTLE
,
WA
98109
NONE
PUBLIC CHARITY
FLEMMING HALBY DANCE STUDENT PROGRAM
8,500
PUGET SOUNDKEEPERS ALLIANCE
130 NICKERSON ST 107
SEATTLE
,
WA
98109
NONE
PC
GENERAL SUPPORT
2,500
SEATTLE AQUARIUM
1483 ALASKAN WAY
SEATTLE
,
WA
98101
NONE
PC
GENERAL SUPPORT
1,500
SEATTLE SYMPHONY
200 UNIVERSITY STREET
SEATTLE
,
WA
98101
NONE
PUBLIC CHARITY
2018 SUPPORT
58,150
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PC
2019 MA INTERN PROGRAM
39,800
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2018 COPENHAGEN CLASSROOM GRANT
2,580
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
RESEARCH INNOVATION AND SCHOLARS PROGRAM
155,000
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2018 - 2019 FELLOWSHIP PROGRAM
175,000
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2019 GEHL INTERN PROGRAM
55,220
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2019 DIST VISITING PROFESSOR FURNITURE PROGRAM
51,360
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2018 DIST VISITING PROFESSOR ARCH STUDIO
46,200
UNIVERSITY OF WASHINGTON FOUNDATION
BOX 359504
SEATTLE
,
WA
98195
NONE
PUBLIC CHARITY
2019-20 TRAVEL STUDY MASTER STUDIO PROGRAM
172,089
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE
MADISON
,
WA
53726
NONE
PUBLIC CHARITY
UW-MADISON - 2018-19 FELLOWSHIP PROGRAM
100,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE
MADISON
,
WI
53726
NONE
PUBLIC CHARITY
2019-20 DANISH SCHOLARS FUND
25,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE
MADISON
,
WI
53726
NONE
PUBLIC CHARITY
2019 STUDY ABROAD
293,000
WEST DENMARK HERITAGE COUNCIL
1407 14 1/2 AVENUE
BARRON
,
WI
54812
NONE
PUBLIC CHARITY
2019 SUMMER PROGRAM SUPPORT
5,000
Total
.................................
3a
1,421,727
b
Approved for future payment
Total
.................................
3b
0
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
...........
4
Dividends and interest from securities
....
14
476,923
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
34
-217,849
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,439,169
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
MISCELLANEOUS REFUNDS
01
5,064
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,703,307
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,703,307
(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