Civic Intelligence

Dawkins Charitable Trust

990PF • Fiscal year 2024 • EIN 47-7442783

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 12, 2025

Organization Profile
CO Bauer 5640 Forest Shores DriveOlympia, WA 98502

(360) 791-0154

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-872%

Higher net margin than 2% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$13,708

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-40%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,598,828 (-100%) from 2023

Net Assets

Down

$0

Down $3,598,308 (-100%) from 2023

Liabilities

Down

$0

Down $520 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$412,787

Down $275,202 (-40%) from 2023

Expenses

Up

$4,011,095

Up $2,254,246 (+128%) from 2023

Net Income

Down

-$3,598,308

Down $2,529,448 (-237%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2016: $9,823,809Liabilities 2016: $0Net Assets 2016: $9,823,8092016Assets 2017: $9,850,927Liabilities 2017: $0Net Assets 2017: $9,850,9272017Assets 2018: $8,833,416Liabilities 2018: $02018Assets 2019: $7,896,763Liabilities 2019: $1042019Assets 2020: $6,772,965Liabilities 2020: $0Net Assets 2020: $6,772,9652020Assets 2021: $6,227,221Liabilities 2021: $0Net Assets 2021: $6,227,2212021Assets 2022: $4,665,294Liabilities 2022: $0Net Assets 2022: $4,666,8402022Assets 2023: $3,598,828Liabilities 2023: $520Net Assets 2023: $3,598,3082023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2016: $10,413,798Expenses 2016: $589,989Net Income 2016: $9,823,8092016Revenue 2017: $1,735,012Expenses 2017: $1,707,894Net Income 2017: $27,1182017Revenue 2018: $841,424Expenses 2018: $1,858,935Net Income 2018: -$1,017,5112018Revenue 2019: $832,534Expenses 2019: $1,769,291Net Income 2019: -$936,7572019Revenue 2020: $558,594Expenses 2020: $1,682,288Net Income 2020: -$1,123,6942020Revenue 2021: $1,197,234Expenses 2021: $1,742,978Net Income 2021: -$545,7442021Revenue 2022: $157,709Expenses 2022: $1,718,090Net Income 2022: -$1,560,3812022Revenue 2023: $687,989Expenses 2023: $1,756,849Net Income 2023: -$1,068,8602023Revenue 2024: $412,787Expenses 2024: $4,011,095Net Income 2024: -$3,598,3082024

Highlighted filing

2024

Revenue$412,787
Expenses$4,011,095
Net Income-$3,598,308
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHARINE P BAUERCo-TrusteePT$13,708-$13,708
TOM J PETERSONCo-TrusteePT$13,708-$13,708
J MARK BAUERCo-TrusteePT$13,707-$13,707
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATION OF PUGET SOUNDCOMMUNITY SUPPORTPCOLYMPIA, WA, US$3,950,209
Filing and Contact Details

Filer

Filer Name
Dawkins Charitable Trust
EIN
47-7442783
Phone
3607910154
Address
CO BAUER 5640 FOREST SHORES DRIVE, OLYMPIA, WA 98502

Signing Officer

Name
J Mark Bauer
Title
Co-trustee
Phone
3607910154
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Opsahl Dawson
Address
5209 CORPORATE CENTER CT SE, LACEY, WA 98503
Preparer
Phillip a Hall CPA
Phone
3604562100
Raw XML Appendix325 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08400
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF SOUTH PUGET SOUND
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt04326944
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0A MAJORITY OF THE ASSETS, WHICH COMPRISED CASH AND INVESTMENTS, WERE TRANSFERRED TO THE RECIPIENT ON SEPTEMBER 11TH & 12TH WHILE THE REMAINING ASSETS WERE TRANSFERRED ON DECEMBER 30TH.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0212 UNION AVE STE 102
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0OLYMPIA
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0WA
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd098501
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0328277
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt059088
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0412787
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02100
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010500
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt027415
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013708
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt041123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03950209
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03950209
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025422
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3598308
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01377555
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt059088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt059088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0328277
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0388033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02646
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02646
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03979724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04011095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0412787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0412787
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029515
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1476118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3167000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1328179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1328179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1804297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3167000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS-849 SHORT-TERM CAPITAL GAINS(LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS-849 LONG-TERM CAPITAL GAINS(LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS-579 SHORT-TERM CAPITAL GAINS(LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS-579 LONG-TERM CAPITAL GAINS(LOSSES)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0328277
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3598308
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0140030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0140030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0140030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0145424
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/DistributableAmountGrp/TotalTaxAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010000
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt015481
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0947486
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03598308
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02635861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03598828
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03598828
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03598308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02952768
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02398479
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0554289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044292
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0145424
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt113708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt213708
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J MARK BAUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHARINE P BAUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TOM J PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05640 FOREST SHORES DRIVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15640 FOREST SHORES DRIVE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26009 BOULEVARD LOOP SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OLYMPIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OLYMPIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OLYMPIA
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHARINE P BAUER CO-TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05640 FOREST SHORES DRIVE NW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OLYMPIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098502
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03609436341
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03950209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF PUGET SOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 UNION AVENUE NE STE 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OLYMPIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03950209
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0140030
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0140030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01469177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01321880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01259100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01199791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01217802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01217802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09089642
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03839694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01469177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01321880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01259100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01199791
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03979724
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03839694
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010307444
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06467750
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02205
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0A MAJORITY OF THE ASSETS, WHICH COMPRISED CASH AND INVESTMENTS, WERE TRANSFERRED TO THE RECIPIENT ON SEPTEMBER 11TH & 12TH WHILE THE REMAINING ASSETS WERE TRANSFERRED ON DECEMBER 30TH. RECIPIENT OF ASSETS: COMMUNITY FOUNDATION OF SOUTH PUGET SOUND 212 UNION AVE, STE 102 OLYMPIA, WA 98501-1302 FMV OF ASSETS RECEIVED: $4,326,944.20 COST BASIS OF ASSETS RECEIVED: $3,950,209.38
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02646
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES - UBS XX849
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02646
TaxesSchedule/TaxesDetail/Amt04409
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J MARK BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03607910154
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAWKINS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAWK
ReturnHeader/Filer/EIN0477442783
ReturnHeader/Filer/PhoneNum03607910154
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BAUER 5640 FOREST SHORES DRIVE
ReturnHeader/Filer/USAddress/CityNm0OLYMPIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098502
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921372905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OPSAHL DAWSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05209 CORPORATE CENTER CT SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LACEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098503
ReturnHeader/PreparerPersonGrp/PhoneNum03604562100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP A HALL CPA
ReturnHeader/ReturnTs02025-02-21T11:18:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$412,787
Expenses
$4,011,095
Net income
-$3,598,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.41$4.01$3.60
2023Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.69$1.76$1.07
2022Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.16$1.72$1.56
2021Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$1.20$1.74$0.55
2020Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.56$1.68$1.12
2019Summary only. Only limited summary data is available for this year.$7.90$0.00$0.83$1.77$0.94
2018Summary only. Only limited summary data is available for this year.$8.83$0.00$0.84$1.86$1.02
2017Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$1.74$1.71$0.03
2016Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$10.4$0.59$9.82