Civic Intelligence

The Kaphan Foundation

990PF • Fiscal year 2021 • EIN 65-1211107

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

View Organization Page

200 W Mercer St Ste E300Seattle, WA 98119

(206) 285-7242

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

1st percentile

-415%

Higher net margin than 1% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

17th percentile

0.7%

Faster asset growth than 17% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

6.8%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$135,612,615

Up $884,825 (+0.7%) from 2020

Net Assets

Up

$135,612,615

Up $884,825 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin1st percentile

Revenue

Up

$3,581,390

Up $226,888 (+6.8%) from 2020

Expenses

Up

$18,438,173

Up $7,802,856 (+73%) from 2020

Net Income

Down

-$14,856,783

Down $7,575,968 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150M$100M$50M$0Assets 2011: $26,233,976Liabilities 2011: $02011Assets 2012: $30,476,785Liabilities 2012: $02012Assets 2013: $32,784,241Liabilities 2013: $0Net Assets 2013: $32,784,2412013Assets 2014: $34,990,001Liabilities 2014: $02014Assets 2015: $34,943,956Liabilities 2015: $02015Assets 2019: $134,709,321Liabilities 2019: $0Net Assets 2019: $134,709,3212019Assets 2020: $134,727,790Liabilities 2020: $0Net Assets 2020: $134,727,7902020Assets 2021: $135,612,615Liabilities 2021: $0Net Assets 2021: $135,612,6152021Assets 2022: $137,634,375Liabilities 2022: $2,607Net Assets 2022: $137,631,7682022Assets 2023: $138,998,461Liabilities 2023: $4,786Net Assets 2023: $138,993,6752023Assets 2024: $141,398,672Liabilities 2024: $753Net Assets 2024: $141,397,9192024

Highlighted filing

2021

Assets$135,612,615
Liabilities$0
Net Assets$135,612,615
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,629,084Expenses 2011: $1,389,328Net Income 2011: $1,239,7562011Revenue 2012: $5,852,939Expenses 2012: $1,610,130Net Income 2012: $4,242,8092012Revenue 2013: $2,948,177Expenses 2013: $640,721Net Income 2013: $2,307,4562013Revenue 2014: $5,164,597Expenses 2014: $3,022,174Net Income 2014: $2,142,4232014Revenue 2015: $2,062,534Expenses 2015: $2,299,980Net Income 2015: -$237,4462015Revenue 2019: $48,132,047Expenses 2019: $6,842,340Net Income 2019: $41,289,7072019Revenue 2020: $3,354,502Expenses 2020: $10,635,317Net Income 2020: -$7,280,8152020Revenue 2021: $3,581,390Expenses 2021: $18,438,173Net Income 2021: -$14,856,7832021Revenue 2022: $3,324,194Expenses 2022: $22,560,291Net Income 2022: -$19,236,0972022Revenue 2023: $3,996,290Expenses 2023: $22,809,414Net Income 2023: -$18,813,1242023Revenue 2024: $5,733,988Expenses 2024: $24,073,451Net Income 2024: -$18,339,4632024

Highlighted filing

2021

Revenue$3,581,390
Expenses$18,438,173
Net Income-$14,856,783
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELDON J KAPHANPres, VP, TreasPT$0--
MATTHEW B MCCUTCHENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kaphan Foundation
EIN
65-1211107
Phone
2062857242
Address
200 W MERCER ST STE E300, SEATTLE, WA 98119

Signing Officer

Name
Sheldon J Kaphan
Title
President
Phone
2062857242
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
King & Oliason Pllc
Address
200 W MERCER ST SUITE E300, SEATTLE, WA 98119
Preparer
Mark Gegax
Phone
2062857242
Raw XML AppendixShowing 400 of 1,287 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART XV
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STOCK GRANTS - DETERMINATION OF VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RECIPIENT NAME: ARTS FUNDDATE OF GIFT: 12/20/2021DESCRIPTION OF DONATED PROPERTY: 840 SHARES APPLE BOOK VALUE OF DONATED PROPERTY: $5,567METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $141,981METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CALIFORNIA RURAL LEGAL ASSISTANCE, INC.DATE OF GIFT: 12/20/2021DESCRIPTION OF DONATED PROPERTY: 370 SHARES APPLE BOOK VALUE OF DONATED PROPERTY: $2,452METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $62,539METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CAMPAIGN LEGAL CENTERDATE OF GIFT: 12/20/21DESCRIPTION OF DONATED PROPERTY: 780 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $5,170METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $131,840METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CASA LATINADATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 560 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $3,712METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $96,085METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CHANCES FOR CHILDRENDATE OF GIFT: 12/16/2021DESCRIPTION OF DONATED PROPERTY: 750 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $4,971METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $131,959METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CODE.ORGDATE OF GIFT: 12/20/2021DESCRIPTION OF DONATED PROPERTY: 1,120 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $7,423METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $189,308METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: COLLEGE POSSIBLEDATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 280 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $1,856METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $48,042METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: COMMITTEE TO PROTECT JOURNALISTSDATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 560 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $3,712METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $96,085METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: CROSSCUTDATE OF GIFT: 12/20/2021DESCRIPTION OF DONATED PROPERTY: 280 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $1,856METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $47,327METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: FAIRVOTE WADATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 1,120 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $7,423METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $192,170METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: FAMILIES AGAINST MANDATORY MINIMUMSDATE OF GIFT: 12/20/2021DESCRIPTION OF DONATED PROPERTY: 550 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $3,645METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $92,964METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: FEEDING AMERICADATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 740 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $4,905METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $126,969METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: FOOD LIFELINEDATE OF GIFT: 12/17/2021DESCRIPTION OF DONATED PROPERTY: 280 SHARES APPLEBOOK VALUE OF DONATED PROPERTY: $1,856METHOD USED TO DETERMINE BOOK VALUE: SPECIFIC COSTFAIR MARKET VALUE OF DONATED PROPERTY: $48,042METHOD USED TO DETERMINE FMV: AVERAGE HIGH-LOW ON DATE OF GIFTRECIPIENT NAME: FRED HUTCHDATE OF GIFT: 12/17/2
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABERDEEN PRIVATE EQUITY IV (OFS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ABERDEEN VENTURE PTNRS VII (OFS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TOWNSEND REAL ESTATE ALPHA FUND III
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ABERDEEN VENTURE PARTNERS VII
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TOWNSEND REAL ESTATE ALPHA FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TOWNSEND REAL ESTATE ALPHA FUND III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TOWNSEND REAL ESTATE ALPHA FUND III
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01814860
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1631
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-14856783
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015741609
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0135612616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0134727790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0135612615
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022250744
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022250744
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022250744
IRS990PF/DistributableAmountGrp/IncomeTaxAmt04042
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022290154
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035368
IRS990PF/DistributableAmountGrp/TotalTaxAmt039410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt030161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019793
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035368
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt055161
IRS990PF/FMVAssetsEOYAmt0447464354
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0134727790
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0135612615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04209978
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04738560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04789035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0122929461
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0122342815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0433586592
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01294992
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01359742
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01359742
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0944312
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02220272
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02634934
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0374430
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0134727790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0135612615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0447464354
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0134727790
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0135612615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0134727790
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0135612615
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt04974617
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04810693
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04953518
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0452591966
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0327178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0450343289
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06788879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01921499
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022290154
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0445803087
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0452591966
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHELDON J KAPHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW B MCCUTCHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES, VP, TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 W MERCER ST SUITE E300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 W MERCER ST SUITE E300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt018189779
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt064750
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt018254529
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KING OLIASON PLLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 W MERCER ST SUITE E300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0981193995
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062857242
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LIMITED RECOURSE LOAN TO GLOBAL PARTNERSHIPS TO ENABLETHE LAUNCH OF SOCIAL INVESTMENT FUND 6.0, WHICH WORKS TOEXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0LIMITED RECOURSE LOAN TO GLOBAL PARTNERSHIPS TO ENABLETHE LAUNCH OF SOCIAL INVESTMENT FUND 5.0, WHICH WORKS TOEXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt030388
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt034362
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt064750
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHELDON J KAPHAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0141981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2131840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt396085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4131959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5189308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt648042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt796085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt847327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9192170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1092964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11126969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1248042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13144127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1492964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1585790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1662539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18190454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1956621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2047327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21199033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2298529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23190454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2447327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2648721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2762539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2896085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29191699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3092964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3148042
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32131840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3394654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3430425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35126658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3662539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3747327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3894654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3992964
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4074371
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41190454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4275495
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4347327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4494654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45437465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47336512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt49403814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51403814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52403814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53479257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55466906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56403814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt57471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt58336512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59746455
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt60466906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61471117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62466906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63479257
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64336512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65466906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt66257623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67257623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68257623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt69257623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt70257623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71285134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72243341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73243341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74243341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75243341

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,612,615
Liabilities
$0
Net assets
$135,612,615
Revenue
$3,581,390
Expenses
$18,438,173
Net income
-$14,856,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$141$0.00$141$5.73$24.1$18.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$0.00$139$4.00$22.8$18.8
2022Detailed filing. Detailed filing data is available for this year.$138$0.00$138$3.32$22.6$19.2
2021Detailed filing. Detailed filing data is available for this year.$136$0.00$136$3.58$18.4$14.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$0.00$135$3.35$10.6$7.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$0.00$135$48.1$6.84$41.3
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$2.06$2.30$0.24
2014Summary only. Only limited summary data is available for this year.$35.0$0.00$5.16$3.02$2.14
2013Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$2.95$0.64$2.31
2012Summary only. Only limited summary data is available for this year.$30.5$0.00$5.85$1.61$4.24
2011Summary only. Only limited summary data is available for this year.$26.2$0.00$2.63$1.39$1.24