Altom Carlson Foundation in Seattle, Washington (WA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Washington
| Altom Carlson Foundation | |
| Employer Identification Number (EIN) | 061801086 |
| Name of Organization | Altom Carlson Foundation |
| In Care of Name | Rhoda Altom |
| Address | PO BOX 18379, Seattle, WA 98118-0379 |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 02/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $734,679 |
| Amount of Income | $221,833 |
| Form 990 Revenue Amount | $14,977 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-7,577 | $14,781 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $14,586 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $45,039 | $7,626 | $0 | $27,759 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,885 | $7,626 | $2,059 | |
| Contributions, gifts, grants paid | $35,154 | |||
| Excess of revenue over expenses and disbursements | $-52,616 | |||
| Net investment income | $7,155 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $672,442 | $672,442 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $516,979 | |
| Investments-corporate bonds | $129,082 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $26,381 | |
| Total liabilities | $9,454 | |
| Mortgages and other notes payable | $0 | |
| Other | $9,454 | |
| Total liabilities and net assets/fund balances | $662,988 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-22,163 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $143 |
| Total credits and payments | $396 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $96 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $300 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $253 |
| Amount to be credited to 2013 estimated tax | $253 |
| Statements Regarding Activities (for 2012) | |
| 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 |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | 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 |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | 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 |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | 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 |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $663,327 |
| Net value of noncharitable-use assets | $653,380 |
| Minimum investment return | $32,669 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,526 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,526 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
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| Other organizations in Washington | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Alsadaqa | 15100 Se 38th St 800, Bellevue, WA 98006-1728 | WA | 2007-09 | $152,972 |
| 2 | Alta Foundation | PO BOX 1096, Mukilteo, WA 98275-1096 | WA | 2007-06 | $267,825 |
| 3 | Alta Foundation | 514 2nd Ave W, Seattle, WA 98119-3928 | WA | 2000-04 | $903,876 |
| 4 | Alta Vista College | PO BOX 55535, Seattle, WA 98155-0535 | WA | 1971-06 | $42,935 |
| 5 | Alten Handball Foundation Inc | 16004 Ne 36th Avenue, Ridgefield, WA 98642 | WA | 2004-02 | $8,102 |
| 6 | Alternative Foundation | 514 Second Ave W, Seattle, WA 98119 | WA | 1998-04 | $4,122 |
| 7 | Alternative Humane Society Of Whatcom County | PO BOX 2321, Bellingham, WA 98227-2321 | WA | 1992-07 | $103,665 |
| 8 | Alternative Missions | PO BOX 3107, Ferndale, WA 98248-3107 | WA | 1999-10 | $653,827 |
| 9 | Alternatives To Hunger | 1824 Ellis St, Bellingham, WA 98225-4619 | WA | 1976-04 | $5,826,288 |
| 10 | Alternatives To Violence Of The Palouse Inc | PO BOX 37, Pullman, WA 99163-0037 | WA | 1980-08 | $730,222 |
| 11 | Altom Carlson Foundation | PO BOX 18379, Seattle, WA 98118-0379 | WA | 2009-02 | $221,833 |
| 12 | Altrusa International Foundation Inc | Po Box 841, Brush Prairie, WA 98606 | WA | 1985-12 | $387,941 |
| 13 | Altrusa International Foundation Inc | 3110 Judson Street Pmb 80, Gig Harbor, WA 98335 | WA | 1985-12 | $0 |
| 14 | Altrusa International Foundation Inc, Long View-Kelso Washington Fd | PO BOX 1354, Longview, WA 98632-7797 | WA | 1985-12 | $279,562 |
| 15 | Altrusa International Foundation Inc | P O Box 2045, Olympia, WA 98507 | WA | 1985-12 | $33,759 |
| 16 | Alumni Association Of The University Of Washington School Of | PO BOX 357137, Seattle, WA 98195-7137 | WA | 1974-05 | $124,907 |
| 17 | Alumni Association Of Western Washington University | 516 High Street Old Main No 430, Bellingham, WA 98225 | WA | 1980-11 | $459,676 |
| 18 | Alumni Interfraternity Council At The University Of Washington, Aifc | 5048 Roosevelt Way Ne, Seattle, WA 98105-3611 | WA | 1999-04 | $137 |
| 19 | Always Hope Inc | PO BOX 1130, Enumclaw, WA 98022-1130 | WA | 1991-08 | $215,619 |
| 20 | Alzheimer Society Of Washington | 1308 Meador Ave Ste C-1, Bellingham, WA 98229-5834 | WA | 1984-03 | $131,520 |


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