Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
REAL PROGRESS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1501 1ST AVENUE SOUTH 600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98134
A Employer identification number

91-2033075
B Telephone number (see instructions)

(206) 674-2700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,194,546
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 345,320 345,320  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 48,288
b Gross sales price for all assets on line 6a 3,601,856
7 Capital gain net income (from Part IV, line 2)... 48,288
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)....... 7,092 0  
12 Total. Add lines 1 through 11........ 400,700 393,608  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 49,418 0   49,418
b Accounting fees (attach schedule)....... 11,613 8,710   2,903
c Other professional fees (attach schedule).... 285,642 60,775   224,867
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,827 3,827   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,458 0   13,458
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 363,958 73,312   290,646
25 Contributions, gifts, grants paid....... 137,531 137,531
26 Total expenses and disbursements. Add lines 24 and 25 501,489 73,312   428,177
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -100,789
b Net investment income (if negative, enter -0-) 320,296
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 269,077 772,583 772,583
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 535,394 Click to see attachment
List of Attached Documents:
// Content
552,864
552,864
b Investments—corporate stock (attach schedule)....... 9,366,218 Click to see attachment
List of Attached Documents:
// Content
9,622,926
9,622,926
c Investments—corporate bonds (attach schedule)....... 219,400 Click to see attachment
List of Attached Documents:
// Content
229,561
229,561
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
16,951
Click to see attachment
List of Attached Documents:
// Content
16,612
Click to see attachment
List of Attached Documents:
// Content
16,612
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,407,040 11,194,546 11,194,546
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,407,040 11,194,546
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 10,407,040 11,194,546
30 Total liabilities and net assets/fund balances (see instructions). 10,407,040 11,194,546
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
10,407,040
2
Enter amount from Part I, line 27a .....................
2
-100,789
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
888,295
4
Add lines 1, 2, and 3 ..........................
4
11,194,546
5
Decreases not included in line 2 (itemize) right arrow
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
11,194,546
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 3,590,416   3,553,568 36,848
b 224     224
c 11,216     11,216
d
e
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       36,848
b       224
c       11,216
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 48,288
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,452
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 4,452
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 4,452
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,369
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,089
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,637
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,637 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMELESSA ROGERS Telephone no.right arrow (206) 728-1050

Located atright arrow1501 1ST AVENUE S STE 600SEATTLEWA ZIP+4right arrow98134
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
ROB GLASER PRESIDENT/DIRECTOR
1.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
MICHAEL PARHAM VICE PRESIDENT/DIRECTOR
1.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
DREW MARKHAM SECRETARY/DIRECTOR
1.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
CARY BAKER TREASURER/DIRECTOR
1.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
MARJORIE THOMAS DIRECTOR
1.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
KATHRYN SHIELDS TERM ENDED JULY '23 FOUNDATION MANAGER
40.00
0 0 0
1501 1ST AVENUE SOUTH STE 600
SEATTLE,WA98134
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
REALNETWORKS INC FOUNDATION MANAGEMENT SERVICES 189,227
1501 1ST AVE SOUTH
SEATTLE,WA981341470
MORGAN STANLEY SMITH BARNEY INVESTMENT MANAGEMENT 58,883
2011 NW MYHRE RD
SILVERDALE,WA98383
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
9,982,284
b
Average of monthly cash balances.......................
1b
704,554
c
Fair market value of all other assets (see instructions)................
1c
2,582
d
Total (add lines 1a, b, and c).........................
1d
10,689,420
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
10,689,420
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
160,341
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,529,079
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
526,454
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
526,454
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,452
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,452
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
522,002
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
522,002
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 XII, line 1 ...
7
522,002
Part XI
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
428,177
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
428,177
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 522,002
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 606,039
b From 2019...... 698,187
c From 2020...... 1,832,569
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 3,136,795
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 428,177
a Applied to 2022, 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 2023 distributable amount..... 428,177
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 93,825 93,825
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,042,970
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
512,214
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
2,530,756
10 Analysis of line 9:
a Excess from 2019.... 698,187
b Excess from 2020.... 1,832,569
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

5TH AVENUE THEATRE ASSOCIATION

1308 5TH AVENUE
SEATTLE,WA98101
  PC PROGRAM SUPPORT 2,000

ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION

PO BOX 4187
SEATTLE,WA981940187
  PC PROGRAM SUPPORT 200

AMERICAN NATIONAL RED CROSS

8550 ARLINGTON BOULEVARD
FAIRFAX,VA22031
  PC PROGRAM SUPPORT 1,000

BACKBONE CAMPAIGN

PO BOX 278
VASHON,WA98070
  PC PROGRAM SUPPORT 1,000

BACKBONE CAMPAIGN

PO BOX 278
VASHON,WA98070
  PC PROGRAM SUPPORT 670

BAINBRIDGE ISLAND GIRLS LACROSSE ASSOCIATION

9330 NE HIGH SCHOOL RD
BAINBRIDGE IS,WA981102619
  PC PROGRAM SUPPORT 200

BAINBRIDGE ISLAND HISTORICAL SOCIETY

215 ERICKSEN AVENUE NE
BAINBRIDGE ISLAND,WA98110
  PC PROGRAM SUPPORT 200

BAINBRIDGE ISLAND JAPANESE AMERICAN MEMORIAL

221 WINSLOW WAY W STE 306
BAINBRIDGE IS,WA981104918
  PC PROGRAM SUPPORT 200

BAINBRIDGE ISLAND LACROSSE ASSOCIATION

9330 NE HIGH SCHOOL RD
BAINBRIDGE IS,WA981102619
  PC PROGRAM SUPPORT 200

BAINBRIDGE ISLAND PARENT-TEACHER ORGANIZATION

PO BOX 10724
BAINBRIDGE IS,WA98110
  PC PROGRAM SUPPORT 3,600

BAINBRIDGE ISLAND PARENT-TEACHER ORGANIZATION

PO BOX 10724
BAINBRIDGE IS,WA98110
  PC PROGRAM SUPPORT 700

BANDERAS BAY CHARITIES INC

505 N TOMAHAWK ISLAND DR
PORTLAND,OR97217
  PC PROGRAM SUPPORT 100

BLITZ MANAGEMENT ASSOCIATION

14242 SE 162ND PL
RENTON,WA980588255
  PC PROGRAM SUPPORT 2,350

CAMANO STANWOOD PICKLEBALL ASSOCIATION

370 NE CAMANO DR 84
CAMANO ISLAND,WA98282
  PC PROGRAM SUPPORT 300

CAMANO STANWOOD PICKLEBALL ASSOCIATION

370 NE CAMANO DR 84
CAMANO ISLAND,WA98282
  PC PROGRAM SUPPORT 2,500

CAMANO STANWOOD PICKLEBALL ASSOCIATION

370 NE CAMANO DR 84
CAMANO ISLAND,WA98282
  PC PROGRAM SUPPORT 2,500

CASCADE PUBLIC MEDIA

401 MERCER STREET
SEATTLE,WA98109
  PC PROGRAM SUPPORT 120

CASCADE PUBLIC MEDIA

401 MERCER STREET
SEATTLE,WA98109
  PC PROGRAM SUPPORT 120

CASCADE PUBLIC MEDIA

401 MERCER STREET
SEATTLE,WA98109
  PC PROGRAM SUPPORT 1,000

CASCADE PUBLIC MEDIA

401 MERCER STREET
SEATTLE,WA98109
  PC PROGRAM SUPPORT 2,000

CENTRACARE HEALTH FOUNDATION

1406 6TH AVENUE
SAINT CLOUD,MN563031901
  PC PROGRAM SUPPORT 500

CENTRAL PARK CONSERVANCY INC

14 EAST 60TH STREET 8TH FLOOR
NEW YORK,NY100227122
  PC PROGRAM SUPPORT 200

CONGRESSIONAL BLACK CAUCUS FOUNDATION INC

1720 MASSACHUSETTS AVE NW
WASHINGTON,DC200361903
  PC PROGRAM SUPPORT 400

CORNELL UNIVERSITY

130 E SENECA STREET SUITE 400
ITHACA,NY14850
  PC PROGRAM SUPPORT 10,390

CORNELL UNIVERSITY

130 E SENECA STREET SUITE 400
ITHACA,NY14850
  PC PROGRAM SUPPORT 600

EMILIO NARES FOUNDATION

2650 TRUXTUN RD STE 202
SAN DIEGO,CA921066172
  PC PROGRAM SUPPORT 50

EVERGREEN LEATHER EVENTS

13036 SE KENT KANGLEY RD 114
KENT,WA980307965
  PC PROGRAM SUPPORT 500

EVERGREEN LEATHER EVENTS

13036 SE KENT KANGLEY RD 114
KENT,WA980307965
  PC PROGRAM SUPPORT 1,400

EVERGREEN LEATHER EVENTS

13036 SE KENT KANGLEY RD 114
KENT,WA980307965
  PC PROGRAM SUPPORT 550

FILIPINO AMERICAN COMMUNITY OF BAINBRIDGE ISLAND & VICINITY

PO BOX 11163
BAINBRIDGE ISLAND,WA98110
  PC PROGRAM SUPPORT 400

HELPING LINK

PO BOX 1596
RENTON,WA98057
  PC PROGRAM SUPPORT 500

HELPLINE HOUSE

282 KNECHTEL WAY NE
BAINBRIDGE IS,WA98110
  PC PROGRAM SUPPORT 200

IGNATIAN RESOURCE CENTER

732 18TH AVE E
SEATTLE,WA98112
  PC PROGRAM SUPPORT 300

INSEAD MANAGEMENT EDUCATION FOUNDATION

PO BOX 7555
NEW YORK,NY10150
  PC PROGRAM SUPPORT 9,866

INTERNATIONAL COMMITTEE OF THE RED CROSS

19 AVENUE DE LA PAIX
GENEVA   1202
SZ
  PC PROGRAM SUPPORT 150

INTERNATIONAL FUND FOR ANIMAL WELFARE INC

290 SUMMER ST
YARMOUTH PORT,MA02675
  PC PROGRAM SUPPORT 50

INVESTIGATEWEST

PO BOX 9574
SEATTLE,WA981090574
  PC PROGRAM SUPPORT 515

ISSAQUAH FOOD & CLOTHING BANK

179 1ST AVE SE
ISSAQUAH,WA98027
  PC PROGRAM SUPPORT 400

KENNEDY KRIEGER FOUNDATION INC

707 N BROADWAY
BALTIMORE,MD212051832
  PC PROGRAM SUPPORT 200

KING COUNTY SEXUAL ASSAULT RESOURCE CENTER

PO BOX 300
RENTON,WA980570300
  PC PROGRAM SUPPORT 2,040

KITSAP REGIONAL LIBRARY FOUNDATION

1301 SYLVAN WAY
BREMERTON,WA983103466
  PC PROGRAM SUPPORT 200

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE
SEATTLE,WA981054535
  PC PROGRAM SUPPORT 596

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE
SEATTLE,WA981054535
  PC PROGRAM SUPPORT 632

LAKE WASHINGTON SCHOOLS FOUNDATION

PO BOX 83
REDMOND,WA980730083
  PC PROGRAM SUPPORT 436

LAMBERT HOUSE

PO BOX 23111
SEATTLE,WA981020411
  PC PROGRAM SUPPORT 1,000

LAO WOMEN ASSOCIATION OF WASHINGTON

PO BOX 78509
SEATTLE,WA981789998
  PC PROGRAM SUPPORT 5,120

LAO WOMEN ASSOCIATION OF WASHINGTON

PO BOX 78509
SEATTLE,WA981789998
  PC PROGRAM SUPPORT 600

LAO WOMEN ASSOCIATION OF WASHINGTON

PO BOX 78509
SEATTLE,WA981789998
  PC PROGRAM SUPPORT 500

LAO WOMEN ASSOCIATION OF WASHINGTON

PO BOX 78509
SEATTLE,WA981789998
  PC PROGRAM SUPPORT 2,500

LIFEWIRE

PO BOX 6398
BELLEVUE,WA980080398
  PC PROGRAM SUPPORT 1,340

LONGHOPES DONKEY SHELTER INC

66 N DUTCH VALLEY ROAD
BENNETT,CO80102
  PC PROGRAM SUPPORT 50

MARCH OF DIMES INC

PO BOX 18819
ATLANTA,GA31126
  PC PROGRAM SUPPORT 500

MEDECINS SANS FRONTIERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
  PC PROGRAM SUPPORT 2,000

MEDECINS SANS FRONTIERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
  PC PROGRAM SUPPORT 1,000

MEDICAL TEAMS INTERNATIONAL

PO BOX 4288
PORTLAND,OR97208
  PC PROGRAM SUPPORT 2,000

MONARCH BUTTERFLY FUND

4038 CHEROKEE DR
MADISON,WI537113059
  PC PROGRAM SUPPORT 200

NATIONAL MULTIPLE SCLEROSIS SOCIETY

192 NICKERSON ST STE 100
SEATTLE,WA98109
  PC PROGRAM SUPPORT 1,000

NATIONAL NETWORK OF ABORTION FUNDS (CAIR PROJECT)

PO BOX 17121
SEATTLE,WA98127
  PC PROGRAM SUPPORT 200

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE
ARLINGTON,VA22203
  PC PROGRAM SUPPORT 50

NETWORK FOR ANIMALS USA INC

4957 CROSS POINTE DR
OLDSMAR,FL346775212
  PC PROGRAM SUPPORT 50

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA981029913
  PC PROGRAM SUPPORT 50

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA981029913
  PC PROGRAM SUPPORT 360

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA981029913
  PC PROGRAM SUPPORT 50

OPERATION SMILE INC

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453
  PC PROGRAM SUPPORT 515

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER STREET
SEATTLE,WA98109
  PC PROGRAM SUPPORT 7,000

PAN-MASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA024942704
  PC PROGRAM SUPPORT 400

PEDIATRIC INTERIM CARE CENTER INC

328 4TH AVE S
KENT,WA98032
  PC PROGRAM SUPPORT 1,000

PIONEERS

10123 WILLIAM CAREY DR
ORLANDO,FL328326931
  PC PROGRAM SUPPORT 600

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138
  PC PROGRAM SUPPORT 2,000

PROGRESSIVE ANIMAL WELFARE SOCIETY INC

PO BOX 1037
LYNNWOOD,WA98046
  PC PROGRAM SUPPORT 50

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET SUITE 107
SEATTLE,WA98109
  PC PROGRAM SUPPORT 100

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET SUITE 107
SEATTLE,WA98109
  PC PROGRAM SUPPORT 1,000

PUGET SOUNDWORKS

4742 42ND AVE SW SUITE 197
SEATTLE,WA981164553
  PC PROGRAM SUPPORT 66

RAINBOW CITY BAND

PO BOX 51006
SEATTLE,WA98115
  PC PROGRAM SUPPORT 200

RAISING RESILIENCE

221 WINSLOW WAY W STE 301
BAINBRIDGE IS,WA981104917
  PC PROGRAM SUPPORT 200

RAZOM INC

140 2ND AVE STE 305
NEW YORK,NY100038385
  PC PROGRAM SUPPORT 200

RESILIENCE GUILD

10572 MANDUS OLSON ROAD NE
BAINBRIDGE ISLAND,WA981100000
  PC PROGRAM SUPPORT 200

SAIBABA SEATTLE

18109 NE 76TH ST SUITE 108
REDMOND,WA98052
  PC PROGRAM SUPPORT 2,500

SAVE OUR WILD SALMON COALITION

811 FIRST AVENUE SUITE 305
SEATTLE,WA98104
  PC PROGRAM SUPPORT 150

SEATTLE GIRLS SCHOOL

1700 24TH AVE S
SEATTLE,WA98144
  PC PROGRAM SUPPORT 2,000

SEATTLE SCHOOL FOR BOYS

1143 MARTIN LUTHER KING JR WAY 13
SEATTLE,WA98122
  PC PROGRAM SUPPORT 6,000

SEATTLE SCHOOL FOR BOYS

1143 MARTIN LUTHER KING JR WAY 13
SEATTLE,WA98122
  PC PROGRAM SUPPORT 30,000

SIFF

167 REPUBLICAN ST
SEATTLE,WA98109
  PC PROGRAM SUPPORT 670

SOUTHERN OREGON UNIVERSITY FOUNDATION

1250 SISKIYOU BLVD
ASHLAND,OR975205001
  PC PROGRAM SUPPORT 100

ST GEORGE PARISH SCHOOL ENDOWMENT FOUNDATION

5603 13TH AVE S
SEATTLE,WA981080000
  PC PROGRAM SUPPORT 200

STANWOOD CAMANO FOOD BANK SERVICES

PO BOX 1285
STANWOOD,WA98292
  PC PROGRAM SUPPORT 300

THE NORTHWEST SCHOOL OF THE ARTS HUMANITIES AND ENVIRONMENT

1415 SUMMIT AVE
SEATTLE,WA98122
  PC PROGRAM SUPPORT 7,000

PARADISE ELEMENTARY SCHOOL PRESERVATION COMMITTEE

2 SCHOOL HOUSE HILL ROAD
PARADISE,MT598560162
  PC PROGRAM SUPPORT 775

TOWN HALL ASSOCIATION

720 SENECA ST STE A
SEATTLE,WA98101
  PC PROGRAM SUPPORT 1,000

UKRAINE WAR ANIMALS RELIEF FUND

75 PINE ST APT 203
EDMONDS,WA980207251
  PC PROGRAM SUPPORT 500

WASHINGTON TRAILS ASSOCIATION

705 SECOND AVE
SEATTLE,WA98104
  PC PROGRAM SUPPORT 100

WATER FIRST INTERNATIONAL

1904 3RD AVE 1012
SEATTLE,WA981011123
  PC PROGRAM SUPPORT 2,000

WIKIMEDIA FOUNDATION ORG

PO BOX 98204
WASHINGTON,DC200908204
  PC PROGRAM SUPPORT 50

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001
  PC PROGRAM SUPPORT 50
Total .................................right arrow 3a 137,531
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 345,320  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 48,288  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND
        7,092
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 393,608 7,092
13Total. Add line 12, columns (b), (d), and (e)..................
13
400,700
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11 FEDERAL TAX REFUND
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,613 8,710   2,903

TY 2023 InvestmentsCorpBondsSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 229,561 229,561

TY 2023 InvestmentsCorpStockSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 9,622,926 9,622,926

TY 2023 InvestmentsGovtObligationsSch
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
US Government Securities - End of Year Book Value:

552,864
US Government Securities - End of Year Fair Market Value:

552,864
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL GUIDANCE 49,418 0   49,418


TY 2023 OtherAssetsSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS AND INTEREST RECEIVABLE 16,025 16,612 16,612
AMERICAN EXPRESS CREDIT CARD (CREDIT BALANCE) 1 0 0
PREPAID EXPENSE - CYBERGRANTS 925 0 0


TY 2023 OtherExpensesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIPS & DUES 55 0   55
OFFICE EXPENSES 1,270 0   1,270
BANK CHARGES 10,375 0   10,375
LIABILITY INSURANCE 1,271 0   1,271
LICENSES AND PERMITS 60 0   60
MAIL 15 0   15
SUBSCRIPTIONS & PUBLICATIONS 410 0   410
OTHER MISCELLANEOUS EXPENSES 2 0   2


TY 2023 OtherIncomeSchedule2
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 7,092   7,092


TY 2023 OtherIncreasesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Description Amount
UNREALIZED GAIN ON INVESTMENTS 888,295


TY 2023 OtherProfessionalFeesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MSSB INVESTMENT MANAGEMENT 58,883 58,883   0
FOUNDATION MGMT SVCS 189,227 1,892   187,335
GRANT ADMINISTRATION EXPENSES 37,532 0   37,532


TY 2023 TaxesSchedule
Name:
REAL PROGRESS FOUNDATION
EIN:
91-2033075
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAX 3,827 3,827   0