Lizzie Brownell Irvine & John H Irvine Testamentary Trust in Shoreline, Washington (WA)

Lizzie Brownell Irvine & John H Irvine Testamentary Trust
Employer Identification Number (EIN)	916027040
Name of Organization	Lizzie Brownell Irvine & John H Irvine Testamentary Trust
Address	14920 Westminster Way N Ste 1b, Shoreline, WA 98133-6445
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	06/1965
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	05/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$4,529,357
Amount of Income	$1,597,012
Form 990 Revenue Amount	$106,773

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$406,568	$406,568	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$295,744
Gross rents	$0
Gross sales price for all assets	$1,465,392
Gross profit from sales of goods	$0
Other income	$0
Other	$110,824
Total expenses and disbursements	$302,040	$6,007	$0	$289,737
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$4,060
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$12,303	$6,007		$0
Contributions, gifts, grants paid	$289,737
Excess of revenue over expenses and disbursements	$104,528
Net investment income		$400,561
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$4,350,026	$5,001,709	$4,283,520	$4,815,736	$4,480,536	$5,500,709
Cash - non-interest-bearing	$0		$10,866		$10,868
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$2,756,817		$2,658,079		$2,677,546
Investments-corporate bonds	$1,522,954		$1,355,776		$1,639,463
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$64,740		$84,874		$177,362
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$4,285,286		$4,198,646		$4,303,174

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$110,824
Net capital loss	$-122,060	$-86,640	$0

	2011	2012	2013
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	$4,496	$4,600	$4,006
Total credits and payments	$3,559	$3,390	$0
Any penalty for underpayment of estimated tax	$17	$46	$91
Tax due		$1,256	$4,097
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2011	2012	2013
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

	2011	2012	2013
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?	No	No	No
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?	No	No	No
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

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$4,782,497	$4,883,441	$5,226,680
Net value of noncharitable-use assets		$4,810,189	$5,148,280
Minimum investment return	$235,538	$240,509	$257,414

	2011	2012	2013
Distributable Amount
Distributable amount	$231,042	$235,909	$253,408

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$231,042	$235,909	$253,408
Undistributed income for this year. This amount must be distributed in the next year	$36,844	$53,875	$17,546

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
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	$0	$295,744

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
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 Lizzie Brownell Irvine & John H Irvine Testamentary Trust to others? (optional)

Yes

Add photo of Lizzie Brownell Irvine & John H Irvine Testamentary Trust (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 (3.137.198.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
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
Bethel Church Of Richland Washington in Richland, WA
Pacific Parrot Placement in Gig Harbor, WA

Recently Added Reviews

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

Bethel Church Of Richland Washington in Richland, WA

Pacific Parrot Placement in Gig Harbor, WA

Id	Name	Address	State	Established	Total Income
Other organizations in Washington
1	Living Earth Institute	1418 Martin Luther King Jr Way, Seattle, WA 98122-3128	WA	1999-12	$34,471
2	Living Faith Christian Center	551 Ne Midway Blvd Ste 4, Oak Harbor, WA 98277-2606	WA		$427,948
3	Hope For Heroism	270 S Hanford St Ste 207, Seattle, WA 98134-1940	WA	2002-07	$1,778,210
4	Living Legacy Foundation	11245 Se 6th St Ste 100, Bellevue, WA 98004-6499	WA	2003-02	$378,532
5	Living Together Organization	4710 168th St Sw, Lynnwood, WA 98037-6813	WA	2004-09	$175,821
6	Living Voices	6oon 36th St Ste 221, Seattle, WA 98103	WA	1992-10	$316,667
7	Living Water Foundation	6925 E Bigelow Gulch Rd, Spokane, WA 99217	WA	2007-06	$60,500
8	Living Waters For All Nations	2702 E 55th Ave Apt 33, Spokane, WA 99223-9131	WA	2001-04	$306,573
9	Living Wisdom School Of Seattle	20715 Larch Way Apt 2, Lynnwood, WA 98036-6854	WA	2008-09	$326,018
10	Living Words Of Central Washington	PO BOX 1182, Yakima, WA 98907-1182	WA	1984-07	$100,822
11	Lizzie Brownell Irvine & John H Irvine Testamentary Trust	14920 Westminster Way N Ste 1b, Shoreline, WA 98133-6445	WA	1965-06	$1,597,012
12	Lka Inc, Tervetia	822-217th Pl Ne, Sammamish, WA 98074	WA	1986-06	$60
13	Local 44 J A T C Educational Development Trust, Local 44	3915 E Main Ave, Spokane, WA 99202-4736	WA	2004-06	$331,710
14	Local 76 Ibew-Neca Labor Management Cooperation Committee Marketing Tr	10828 Gravelly Dr Sw Ste 209, Lakewood, WA 98499-1346	WA	1995-02	$239,232
15	Local Development Council Of Tacoma	950 Pacific Ave Ste 300, Tacoma, WA 98402-4420	WA	1990-01	$865,843
16	Lochland Foundation	PO BOX 327, Medina, WA 98039-0327	WA	2002-09	$5,021,141
17	Lockerby Foundation	PO BOX 1012, Chehalis, WA 98532-0139	WA	2004-06	$173,958
18	Lockwood And Canaday Irrigation	PO BOX 53, Malaga, WA 98828-0053	WA	1972-05	$72,558
19	Lockwood Elementary Parent-Teacher Association	24118 Lockwood Road, Bothell, WA 98021	WA	1996-05	$0
20	Loeb Family Foundation	13808 Ne 36th Pl, Bellevue, WA 98005-1414	WA	2000-03	$19,687

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Lizzie Brownell Irvine & John H Irvine Testamentary Trust and has no official or unofficial affiliation with Lizzie Brownell Irvine & John H Irvine Testamentary Trust