Florence Lewis Carkeek Trust Nect in Everett, Washington (WA)

Florence Lewis Carkeek Trust Nect
Employer Identification Number (EIN)	916022715
Name of Organization	Florence Lewis Carkeek Trust Nect
In Care of Name	Bank Of Calif N A Ttee
Address	2825 Colby, Everett, WA 98201-3554
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	12/1970
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	03/2014
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$2,723,420
Amount of Income	$485,342
Form 990 Revenue Amount	$155,833

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$202,567	$200,462	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$65,904
Gross rents	$0
Gross sales price for all assets	$418,945
Gross profit from sales of goods	$0
Other income	$493
Other	$136,170
Total expenses and disbursements	$206,673	$29,555	$0	$176,620
Compensation of officers, directors, trustees, etc.	$37,960
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,038
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$40,606	$29,555		$10,553
Contributions, gifts, grants paid	$166,067
Excess of revenue over expenses and disbursements	$-4,106
Net investment income		$170,907
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,716,826	$3,132,854	$2,727,530	$3,212,585	$2,723,420	$3,395,720
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$471,472		$364,239		$320,531
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$2,084,126		$2,154,716		$2,106,863
Other assets			$1		$1
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$2,716,826		$2,727,530		$2,723,420

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$91,566	$111,449	$136,170
Net capital loss	$0	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$2,540	$1,518	$1,709
Total credits and payments	$1,592	$2,540	$1,520
Current year estimated tax payments and previous year's overpayment credited to current year	$1,592	$2,540	$1,520
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$189
Overpayment		$1,022	$0
Amount to be credited to next year's estimated tax	$0	$1,022	$0

	2012	2013	2014
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
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?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
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?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	Yes	Yes	Yes
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
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?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$3,020,951	$3,086,447	$3,314,009
Net value of noncharitable-use assets		$3,040,150	$3,264,299
Minimum investment return	$148,782	$152,008	$163,215

	2012	2013	2014
Distributable Amount
Distributable amount	$146,242	$150,823	$161,506

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$146,242	$150,823	$161,506
Undistributed income for this year. This amount must be distributed in the next year	$137,076	$149,654	$134,540

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$65,904	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Florence Lewis Carkeek Trust Nect to others? (optional)

Yes

Add photo of Florence Lewis Carkeek Trust Nect (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.147.66.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Refugee & Immigrant Services Northwest in Everett, WA
Washington Home Of Your Own in Everett, WA
South Beach Christian Outreach in Westport, WA
Impact Ministries With The Michalskis in Redmond, WA
Hoarding Project in Tacoma, WA
Sustainable Ne Seattle in Seattle, WA
Ray Hickey Foundation in Vancouver, WA
Percie Road Water Association in Custer, WA
Evergreen Empowerment Group in Tacoma, WA
Apple Valley T V Association in Wenatchee, WA

Recently Added Reviews

Refugee & Immigrant Services Northwest in Everett, WA

Washington Home Of Your Own in Everett, WA

South Beach Christian Outreach in Westport, WA

Impact Ministries With The Michalskis in Redmond, WA

Hoarding Project in Tacoma, WA

Sustainable Ne Seattle in Seattle, WA

Ray Hickey Foundation in Vancouver, WA

Percie Road Water Association in Custer, WA

Evergreen Empowerment Group in Tacoma, WA

Apple Valley T V Association in Wenatchee, WA

Id	Name	Address	State	Established	Total Income
Other organizations in Washington
1	Flath Family Foundation	PO BOX 123, Deer Harbor, WA 98243-0123	WA	2001-01	$385,607
2	Fleck Family Foundation	14655 Se 267th St, Kent, WA 98042-8109	WA	1990-04	$45,077
3	Fleet Reserve Association	521 Nailtion Ave, Bremerton, WA 98312	WA	1949-08	$466,518
4	Fletcher Bay Foundation	PO BOX 11788, Bainbridge Is, WA 98110-5788	WA	2004-01	$3,020,719
5	Flight Plan	3728 77th Pl Se, Mercer Island, WA 98040-3448	WA	2001-05	$200
6	Floating Bridge Press	909 Ne 43rd Street No 205, Seattle, WA 98105	WA	1997-01	$0
7	Floating Homes Association Inc	2329 Fairview Ave E, Seattle, WA 98102-3312	WA	1993-08	$71,123
8	Florence & Wm Beeks - Las Brisas Foundation	1401 E Harrison St Apt 300, Seattle, WA 98112-5168	WA	2000-12	$202,531
9	Florence B Kilworth Charitable Trust 40-10-420-0161820	2825 Colby, Everett, WA 98201-3554	WA	1978-04	$1,334,769
10	Florence Henry Memorial Chapel	The Highlands, Seattle, WA 98177	WA	2004-12	$76,898
11	Florence Lewis Carkeek Trust Nect	2825 Colby, Everett, WA 98201-3554	WA	1970-12	$485,342
12	Florence R Bachrach Foundation	3012 Ne 55th St, Seattle, WA 98105-2306	WA	1986-12	$1,218
13	Florence R Kluckhohn Center	119 N Commercial St Ste 640, Bellingham, WA 98225-4447	WA	1989-06	$74,967
14	Floyd & Delores Jones Foundation	1200 5th Ave Ste 1920, Seattle, WA 98101-3116	WA	1987-06	$160,909
15	Floyd And Sandra Olson International Service Foundation	5918 78th Ave Nw, Gig Harbor, WA 98335	WA	2008-04	$0
16	Flying H Youth Ranch	370 Flying H Loop, Naches, WA 98937-9440	WA	2006-04	$614,331
17	Flying Signaleers Incorporated	3810 180th St E, Tacoma, WA 98446-2712	WA	1976-07	$0
18	Fobes District Water Association	4520 Bickford Ave, Snohomish, WA 98290	WA	1988-06	$0
19	Behavioral Health Northwest	PO BOX 3810, Everett, WA 98213-8810	WA	1997-06	$763,516
20	Food Lifeline	1702 Ne 150th St, Shoreline, WA 98155-7226	WA	1980-06	$81,011,019

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Florence Lewis Carkeek Trust Nect and has no official or unofficial affiliation with Florence Lewis Carkeek Trust Nect