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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SAMIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)208 JAMES STREET C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98104
A Employer identification number

91-1641746
B Telephone number (see instructions)

(206) 622-3363
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$198,841,450J 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 818 818  
4 Dividends and interest from securities... 512,115 512,115  
5a Gross rents............ 15,585,083 15,585,083  
b Net rental income or (loss) 11,522,883
6a Net gain or (loss) from sale of assets not on line 10 547,571
b Gross sales price for all assets on line 6a 895,556
7 Capital gain net income (from Part IV, line 2)... 547,571
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 16,645,587 16,645,587  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 214,875 0   214,875
14 Other employee salaries and wages...... 475,977 0   468,904
15 Pension plans, employee benefits....... 113,763 0   113,804
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
11,149 10,535   614
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,818 0   29,405
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
161,994 36,589   163,902
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,347,220 1,184,720   0
19 Depreciation (attach schedule) and depletion... 443,057 443,057  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 174,211 0   169,712
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,795,034 2,500,845   287,955
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,772,098 4,175,746   1,449,171
25 Contributions, gifts, grants paid....... 8,770,576 8,322,959
26 Total expenses and disbursements. Add lines 24 and 25 14,542,674 4,175,746   9,772,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,102,913
b Net investment income (if negative, enter -0-) 12,469,841
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 3,820,577 2,804,395 2,804,395
2 Savings and temporary cash investments......... 1,189,269 5,121,010 5,121,010
3 Accounts receivable right arrow482,630
Less: allowance for doubtful accounts right arrow323,195 233,392 159,435 159,435
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)..... 3,524,645 3,397,956 3,397,956
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.......... 870,991 883,456 883,456
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,131,620 Click to see attachment
List of Attached Documents:
// Content
9,479,489 		9,479,489
c Investments—corporate bonds (attach schedule)....... 2,056,381 Click to see attachment
List of Attached Documents:
// Content
2,248,262 		2,248,262
11 Investments—land, buildings, and equipment: basis right arrow88,130,232
Less: accumulated depreciation (attach schedule) right arrow29,389,022 58,901,737 58,741,210 148,269,294
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,950,000 Click to see attachment
List of Attached Documents:
// Content
26,020,000 		26,020,000
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
594,706 		Click to see attachment
List of Attached Documents:
// Content
458,153 		Click to see attachment
List of Attached Documents:
// Content
458,153
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,273,318 109,313,366 198,841,450
Liabilities 17 Accounts payable and accrued expenses.......... 237,684 275,562
18 Grants payable................. 4,074,455 4,522,072
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) Click to see attachment
List of Attached Documents:
// Content
904,292 		Click to see attachment
List of Attached Documents:
// Content
847,987
23 Total liabilities (add lines 17 through 22)......... 5,216,431 5,645,621
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........... 103,056,887 103,667,745
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)..... 103,056,887 103,667,745
30 Total liabilities and net assets/fund balances (see instructions). 108,273,318 109,313,366
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
103,056,887
2
Enter amount from Part I, line 27a .....................
2
2,102,913
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
437,945
4
Add lines 1, 2, and 3 ..........................
4
105,597,745
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,930,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,667,745
Form 990-PF (2024)
Form 990-PF (2024)
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 SALE OF LAND P    
b PUBLICLY TRADED SECURITIES P    
c
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 62,000   16,300 45,700
b 833,556   331,685 501,871
c
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       45,700
b       501,871
c
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 2 547,571
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) 1 173,331
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........................... 3 173,331
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- ..... 5 173,331
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 166,977
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 51,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 217,977
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 44,646
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow44,646 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2024 or the taxable year beginning in 2024? 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
Yes
 
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 arrowHTTPS://SAMISFOUNDATION.ORG/
14
The books are in care ofright arrowLINDA SULLIVAN Telephone no.right arrow (206) 622-3363

Located atright arrow208 JAMES STREET SUITE CSEATTLEWA ZIP+4right arrow98104
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CONSTANCE KANTER CHIEF EXECUTIVE OFFICER
20.00 		184,753 22,409 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
DAVID ELLENHORN CHAIR (FROM 03/24)
1.00 		3,751 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
RABBI BENJAMIN HASSAN RABBI
1.00 		3,963 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
ELI GENAUER CHAIR (THRU 02/24), MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
LOUIS TREIGER SECRETARY
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
GREG ROER TREASURER
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
VICTOR ALHADEFF MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
ELI ALMO MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
JACK ALMO MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
DAVE AZOSE MEMBER AT LARGE (THRU 12/24)
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
DANA BEHAR MEMBER AT LARGE (THRU 03/24)
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
JERRY COHEN MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
HART COLE MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
MARIA ERLITZ MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
BARRY ERNSTOFF MEMBER AT LARGE (THRU 12/24)
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
AL MAIMON MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
BEA NAHON MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
JUDY NEUMAN MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
ELANA ZANA MEMBER AT LARGE
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
DEVA HASSON MEMBER AT LARGE (FROM 03/24)
1.00 		0 0 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
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
MELISSA RIVKIN DIRECTOR OF DAY SCHO
40.00 		173,961 23,803 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
ARIEL LAPSON DIRECTOR OF GRANTS M
40.00 		127,335 7,208 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
LINDA MCCLURE GRANTS ADMIN ASSISTA
40.00 		83,960 20,854 0
208 JAMES STREET SUITE C
SEATTLE,WA98104
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
RUMBLE MARKETING MARKETING 69,786
12446 SE 26TH PLACE
BELLEVUE,WA98005
ROVSOV CONSULTING CONSULTING 51,050
2930 DOMINGO AVENUE UNIT 382
BERKELEY,CA94705
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 (2024)
Form 990-PF (2024)
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
11,574,004
b
Average of monthly cash balances.......................
1b
5,726,023
c
Fair market value of all other assets (see instructions)................
1c
179,198,627
d
Total (add lines 1a, b, and c).........................
1d
196,498,654
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
196,498,654
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,947,480
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
193,551,174
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,677,559
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
9,677,559
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
173,331
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
35,078
c
Add lines 2a and 2b............................
2c
208,409
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,469,150
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,469,150
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
9,469,150
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
9,772,130
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
9,772,130
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,469,150
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,503,043
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,772,130
a Applied to 2023, but not more than line 2a 5,503,043
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 2024 distributable amount..... 4,269,087
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		5,200,063
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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
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 (2024)
Form 990-PF (2024)
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

AMERICAN FRIENDS OF NEFESH B'NEFESH

50 EISENHOWER DRIVE
PARAMUS,NJ07652 		NONE PC EDUCATIONAL & HUMANITARIAN 50,000

AMIT CHILDREN

49 W 37TH STREET 5TH FLOOR
NEW YORK,NY10018 		NONE PC EDUCATIONAL & HUMANITARIAN 50,000

CHABAD OF BALLARD

115 N 85TH ST 102
SEATTLE,WA98103 		NONE PC EDUCATIONAL & HUMANITARIAN 1,800

ALLIANCE FOR PIONEER SQUARE

310 1ST AVE SO SUITE 201
SEATTLE,WA98104 		NONE PC EDUCATIONAL & HUMANITARIAN 12,500

AMERICAN FRIENDS OF LEKET ISRAEL

PO BOX 2090
TEANECK,NJ076661490 		NONE PC EDUCATIONAL & HUMANITARIAN 180

AMERICAN FRIENDS OF NATAL

1120 AVE OF THE AMERICAS
NEW YORK,NY10036 		NONE PC EDUCATIONAL & HUMANITARIAN 25,000

AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING

30 SEAVIEW DRIVE
SECAUCUS,NJ07094 		NONE PC EDUCATIONAL & HUMANITARIAN 35,000

AMERICAN YEDIDIM INC

17515 NE 7TH AVE NORTH
MIAMI BEACH,FL33162 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

B'NAI BRITH YOUTH ORGANIZATION

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC EDUCATIONAL & HUMANITARIAN 18,000

CHABAD OF NORTH SEATTLE

3015 NE 100TH STREET
SEATTLE,WA98125 		NONE PC EDUCATIONAL & HUMANITARIAN 1,800

CHABAD OF THE CENTRAL CASCADES

24121 SE BLACK NUGGET RD
ISSAQUAH,WA98029 		NONE PC EDUCATIONAL & HUMANITARIAN 8,000

CONGREGATION BETH ISRAEL

751 SAN JUAN BLVD
BELLINGHAM,WA98229 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

CONGREGATION BETH SHALOM

6800 35TH AVE NE
SEATTLE,WA98115 		NONE PC EDUCATIONAL & HUMANITARIAN 27,620

CONGREGATION EZRA BESSAROTH

5217 S BRANDON STREET
SEATTLE,WA98118 		NONE PC EDUCATIONAL & HUMANITARIAN 180

FOUNDATION FOR JEWISH CAMP

253 WEST 35TH ST 4TH FL
NEW YORK,NY10001 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

FRIENDS OF THE LOWER GRAND COULEE

PO BOX 1625
SOAP LAKE,WA98851 		NONE PC EDUCATIONAL & HUMANITARIAN 1,500

FRIENDSHIP CIRCLE

2737 77TH AVE SE SUITE 101
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 1,800

HERZL-NER TAMID CONSERVATIVE CONGREGATION

3700 E MERCER WAY
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 3,600

HOLOCAUST CENTER FOR HUMANITY

2045 2ND AVENUE
SEATTLE,WA98121 		NONE PC EDUCATIONAL & HUMANITARIAN 24,000

JEWISH FAMILY SERVICE

1601 16TH AVENUE
SEATTLE,WA98122 		NONE PC EDUCATIONAL & HUMANITARIAN 36,000

JEWISH FUNDERS NETWORK

150 WEST 30TH STREET NO 900
NEW YORK,NY10001 		NONE PC EDUCATIONAL & HUMANITARIAN 15,000

JEWISH PRISONER SERVICES INTERNATIONAL

PO BOX 85840
SEATTLE,WA98145 		NONE PC EDUCATIONAL & HUMANITARIAN 7,500

MASQUERS THEATER

PO BOX 1174
SOAP LAKE,WA98851 		NONE PC EDUCATIONAL & HUMANITARIAN 1,000

MERCAZ SEATTLE

PO BOX 51214
SEATTLE,WA98105 		NONE PC EDUCATIONAL & HUMANITARIAN 15,000

SEATTLE HEBREW ACADEMY

1617 INTERLAKEN DR EAST
SEATTLE,WA98112 		NONE PC EDUCATIONAL & HUMANITARIAN 1,501,814

SEATTLE JEWISH COMMUNITY SCHOOL

12351 8TH AVENUE NE
SEATTLE,WA98125 		NONE PC EDUCATIONAL & HUMANITARIAN 734,862

SEPHARDIC ADVENTURE CAMP

PO BOX 28511
SEATTLE,WA98118 		NONE PC EDUCATIONAL & HUMANITARIAN 88,366

SEPHARDIC RELIGIOUS SCHOOL

3121 CASCADIA AVENUE S
SEATTLE,WA98144 		NONE PC EDUCATIONAL & HUMANITARIAN 6,500

STROUM JEWISH COMMUNITY CENTER

3801 E MERCER WAY
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 2,300

TBS EDUCATION DEPARTMENT

1322 EAST 30TH AVENUE
SPOKANE,WA99203 		NONE PC EDUCATIONAL & HUMANITARIAN 15,000

TEMPLE BETH HATFILOH

201 8TH AVE SE
OLYMPIA,WA98501 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

TEMPLE DE HIRSCH SINAI

1511 EAST PIKE STREET
SEATTLE,WA98122 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

THE JEWISH EDUCATION PROJECT

520 EIGHTH AVENUE 15TH FLOOR
NEW YORK,NY10018 		NONE PC EDUCATIONAL & HUMANITARIAN 60,000

URJ HELLER HIGH

633 3RD STREET 7TH FLOOR
NEW YORK,NY10017 		NONE PC EDUCATIONAL & HUMANITARIAN 7,500

WEST COAST NCSY

9831 WEST PICO BLVD
LOS ANGELES,CA90035 		NONE PC EDUCATIONAL & HUMANITARIAN 26,000

JEWISH DAY SCHOOL

PO BOX 7299
BELLEVUE,WA98008 		NONE PC EDUCATIONAL & HUMANITARIAN 1,049,769

JEWISH FEDERATION OF GREATER SEATTLE

2031 THIRD AVE
SEATTLE,WA98121 		NONE PC EDUCATIONAL & HUMANITARIAN 181,442

MENACHEM MENDEL SEATTLE CHEDER

4541 19TH AVENUE NE
SEATTLE,WA98105 		NONE PC EDUCATIONAL & HUMANITARIAN 861,189

NORTHWEST YESHIVA HIGH SCHOOL

5017 90TH AVE SE
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 1,636,448

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVENUE SUITE 1501
NEW YORK,NY10017 		NONE PC EDUCATIONAL & HUMANITARIAN 416,980

TORAH DAY SCHOOL

1625 SOUTH COLUMBIAN WAY
SEATTLE,WA98108 		NONE PC EDUCATIONAL & HUMANITARIAN 182,913

URJ CAMP KALSMAN

3805 108TH AVENUE NE 100
BELLEVUE,WA98004 		NONE PC EDUCATIONAL & HUMANITARIAN 81,000

VANCOUVER KOREAN PRESBYTERIAN CHURCH

5045 E 18TH ST
VANCOUVER,WA98661 		NONE PC EDUCATIONAL & HUMANITARIAN 180

B'NEI AKIVA

520 8TH AVE 15TH FLOOR
NEW YORK,NY10018 		NONE PC EDUCATIONAL & HUMANITARIAN 3,000

BREAD OF LIFE MISSION

97 S MAIN STREET
SEATTLE,WA98104 		NONE PC EDUCATIONAL & HUMANITARIAN 5,000

CAMP SOLOMON SCHECHTER

117 E LOUISA 110
SEATTLE,WA98102 		NONE PC EDUCATIONAL & HUMANITARIAN 81,180

CENTRAL FUND OF ISRAEL

429 CENTRAL AVENUE
CEDARHURST,NY11516 		NONE PC EDUCATIONAL & HUMANITARIAN 200,000

CHABAD AT UNIVERSITY OF WASHINGTON

PO BOX 45512
SEATTLE,WA98145 		NONE PC EDUCATIONAL & HUMANITARIAN 5,400

CHABAD JEWISH CENTER OF SHORELINE

1017 NE 188TH STREET
SHORELINE,WA98155 		NONE PC EDUCATIONAL & HUMANITARIAN 1,500

CHIEF SEATTLE CLUB

410 SECOND AVENUE EXTENSION S
SEATTLE,WA98104 		NONE PC EDUCATIONAL & HUMANITARIAN 500

EASTSIDE TORAH CENTER

16199 NORTHUP WAY
BELLEVUE,WA98008 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

FOREST FOR THE TREES

2220 E UNION ST 228
SEATTLE,WA98122 		NONE PC EDUCATIONAL & HUMANITARIAN 10,000

FRIENDS OF BSHVIL HAMACHAR

964 HIGH HOUSE RD PMB 23
CARY,NC27513 		NONE PC EDUCATIONAL & HUMANITARIAN 50,000

FRIENDS OF ISRAEL SCOUTS INC

575 8TH AVE 11TH FLOOR
NEW YORK,NY10018 		NONE PC EDUCATIONAL & HUMANITARIAN 12,000

MECHON HADAR

190 AMSTERDAM
NEW YORK,NY10023 		NONE PC EDUCATIONAL & HUMANITARIAN 180

HARING CENTER

COLLEGE OF EDUCATION MILLER 222 BOX
353600
SEATTLE,WA98195 		NONE PC EDUCATIONAL & HUMANITARIAN 3,675

HAROLD GRINSPOON FOUNDATION

67 HUNT ST SUITE 100
AGAWAM,MA01001 		NONE PC EDUCATIONAL & HUMANITARIAN 65,000

HILLEL AT UNIVERSITY OF WASHINGTON

4745 17TH AVE NE
SEATTLE,WA98105 		NONE PC EDUCATIONAL & HUMANITARIAN 5,600

IMPACT ISRAEL

200 HIGHLAND AVENUE SUITRE 301
NEEDHAM,MA02494 		NONE PC EDUCATIONAL & HUMANITARIAN 30,000

ISRAEL NATURE & HERITAGE OF AMERICA

2420 14TH STREET NW
WASHINGTON,DC20009 		NONE PC EDUCATIONAL & HUMANITARIAN 100,000

ISRAEL AMERICAN COUNCIL

5900 CANOGA AVE SUITE 390
WOODLAND HILLS,CA91367 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

FRIENDS OF THE JERUSALEM COLLEGE OF TECHNOLOGY

445 CENTRAL AVE SUITE 307
CEDARHURST,NY11516 		NONE PC EDUCATIONAL & HUMANITARIAN 25,000

JEWISH FEDERATION OF NORTH AMERICA INC

25 BROADWAY SUITE 1700
NEW YORK,NY100041010 		NONE PC EDUCATIONAL & HUMANITARIAN 60,000

LIMMUD

720 N 10TH STREET SUITE A356
RENTON,WA98057 		NONE PC EDUCATIONAL & HUMANITARIAN 6,152

M2 INSTITUE FOR EXPERIENTIAL JEWISH EDUCATION

68 3RD ST SUITE 113
BROOKLYN,NY11231 		NONE PC EDUCATIONAL & HUMANITARIAN 49,209

MENDED HEARTS OF PUGET SOUND

1579 US HIGHWAY 19
LEESBURG,GA31763 		NONE PC EDUCATIONAL & HUMANITARIAN 180

MINYAN OHR CHADASH

6721 51ST AVENUE S
SEATTLE,WA98118 		NONE PC EDUCATIONAL & HUMANITARIAN 1,800

NLI USA INC

C/O PERRY DAVIS ASSOC 25 WEST 45TH
ST SUITE 701
NEW YORK,NY10036 		NONE PC EDUCATIONAL & HUMANITARIAN 250,000

NATIONAL RAMAH COMMISSION INC

3080 BROADWAY
NEW YORK,NY10027 		NONE PC EDUCATIONAL & HUMANITARIAN 7,500

NEW ENGLAND JEWISH ACADEMY

300 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		NONE PC EDUCATIONAL & HUMANITARIAN 180

PRIZMAH CENTER FOR JEWISH DAY SCHOOL

254 WEST 54TH STREET 11TH FLOOR
NEW YORK,NY10019 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000

SEPHARDIC BIKUR HOLIM

6500 52ND AVE S
SEATTLE,WA98118 		NONE PC EDUCATIONAL & HUMANITARIAN 360

SEPHARDIC JEWISH BROTHERHOOD FOUNDATION

67-67 108TH STREET
FOREST HILLS,NY11375 		NONE PC EDUCATIONAL & HUMANITARIAN 1,800
Total .................................right arrow 3a 8,322,959
bApproved for future payment

AMIT CHILDREN
49 W 37TH STREET 5TH FLOOR
NEW YORK,NY10018 		NONE PC EDUCATIONAL & HUMANITARIAN 50,000

HERZL NER TAMID
3700 E MERCER WAY
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 8,600

JEWISH DAY SCHOOL
PO BOX 7299
BELLEVUE,WA98008 		NONE PC EDUCATIONAL & HUMANITARIAN 557,515

JEWISH FEDERATION OF GREATER SEATTLE
2031 THIRD AVE
SEATTLE,WA98121 		NONE PC EDUCATIONAL & HUMANITARIAN 42,500

JOINT DISTRIBUTION COMMITTEE
711 THIRD AVE
NEW YORK,NY10017 		NONE PC EDUCATIONAL & HUMANITARIAN 40,000

MENACHEM MENDEL SEATTLE CHEDER
620 20TH AVENUE SOUTH
SEATTLE,WA98144 		NONE PC EDUCATIONAL & HUMANITARIAN 420,653

NEFESH B'NEFESH
50 EISENHOWER DRIVE
PARAMUS,NJ07652 		NONE PC EDUCATIONAL & HUMANITARIAN 50,000

NORTHWEST YESHIVA HIGH SCHOOL
5017 90TH AVE SE
MERCER ISLAND,WA98040 		NONE PC EDUCATIONAL & HUMANITARIAN 776,520

PEF ISRAEL ENDOWMENT FUNDS
630 THIRD AVENUE SUITE 1501
NEW YORK,NY10017 		NONE PC EDUCATIONAL & HUMANITARIAN 290,000

SEATTLE HEBREW ACADEMY
1617 INTERLAKEN DR EAST
SEATTLE,WA98112 		NONE PC EDUCATIONAL & HUMANITARIAN 741,290

SEATTLE JEWISH COMMUNITY SCHOOL
12351 8TH AVENUE NE
SEATTLE,WA98125 		NONE PC EDUCATIONAL & HUMANITARIAN 344,084

TORAH DAY SCHOOL
1625 SOUTH COLUMBIAN WAY
SEATTLE,WA98108 		NONE PC EDUCATIONAL & HUMANITARIAN 60,911

UNITED SYNAGOGE OF CONSERVATIVE JUDAISM
3080 BROADWAY SUITE B208
NEW YORK,NY10027 		NONE PC EDUCATIONAL & HUMANITARIAN 20,000
Total ................................. right arrow 3b 3,402,073
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 818  
4 Dividends and interest from securities ....     14 512,115  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 11,522,883  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 547,571  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 12,583,387 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,583,387
(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.)
Form 990-PF (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 34,818 0   29,405

TY 2024 InvestmentsCorpBondsSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD INTM TERM INV G ADM 672,882 672,882
VANGUARD SHORT TERM INVT GRADE ADM 452,628 452,628
VANGUARD TOTAL BOND MARKET INDEX ADM 1,122,752 1,122,752

TY 2024 InvestmentsCorpStockSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES 645,782 645,782
VANGUARD INTERNATIONAL VALUE #46 428,978 428,978
VANGUARD MID CAP INDEX ADM 966,550 966,550
VANGUARD MIDCAP VALUE INDEX ADMIRAL 713,415 713,415
VANGUARD SMALL CAP INDEX FUND 489,968 489,968
VANGUARD SMALL CAP VALUE INDEX FUND 721,835 721,835
VANGUARD TOT INT ST INDX ADM 1,555,611 1,555,611
VANGUARD TOTAL STOCK MKT IDX ADM 2,534,859 2,534,859
VANGUARD VALUE INDEX ADM 1,422,491 1,422,491

TY 2024 InvestmentsOtherSchedule2
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SAMIS LAND CO. FMV 26,020,000 26,020,000

TY 2024 LegalFeesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 11,149 10,535   614


TY 2024 OtherAssetsSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NET INTANGIBLE ASSETS 594,706 458,153 458,153


TY 2024 OtherDecreasesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Description Amount
CHANGE IN VALUE OF SAMIS LAND CO. 1,930,000


TY 2024 OtherExpensesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE EXPENSES 299,403 299,403   0
AMORTIZATION 175,906 175,906   0
GROUNDS EXPENSE 16,781 16,781   0
INSURANCE 588,557 588,557   0
JANITORIAL 82,293 82,293   0
LEASING & MARKETING 24,214 24,214   0
LICENSES 1,493 1,493   0
MARKETING 221,351 0   209,101
OTHER ADMIN 72,838 0   78,854
REPAIRS & MAINTENANCE 869,206 869,206   0
SECURITY EXPENSE 55,140 55,140   0
UTILITY EXPENSES 387,852 387,852   0


TY 2024 OtherIncreasesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Description Amount
UNREALIZED GAIN/LOSS FROM INVESTMENTS 437,945


TY 2024 OtherLiabilitiesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Description Beginning of Year - Book Value End of Year - Book Value
LEASE DEPOSITS 904,292 847,987


TY 2024 OtherProfessionalFeesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 139,113 13,708   163,902
INVESTMENT MANAGEMENT 22,881 22,881   0


TY 2024 TaxesSchedule
Name:
SAMIS FOUNDATION
EIN:
91-1641746
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 1,184,720 1,184,720   0
FEDERAL EXCISE TAX 162,500 0   0