THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-25
- IRS object ID
- 202421779349101207
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T17:13:53-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911566381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINNEY NEILL & COMPANY PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9757 GREENWOOD AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916457246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS C WRIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4254243066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 244 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980410244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN ROTHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2066211900 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | ROTHE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA J BREILING CPA | PreparerPersonNm |
| PTIN | P01286663 | PTIN |
| Phone | 2062989811 | PhoneNum |
| Preparation | 2024-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,183,298 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $451,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $411,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $860,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $411,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $862,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $862,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,176 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,042 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,776 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,776 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,619 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,310 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,729 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,438 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,076 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,076 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,285 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,954 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $718,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $828,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,879 | CashBOYAmt |
| Cash EOY | $66,462 | CashEOYAmt |
| Cash EOYFMV | $66,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $350,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,847,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,398,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,147,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,410,134 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,114,998 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,660,301 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,913 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,179 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,099 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $12,748,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,889,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,183,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,159 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,619 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,619 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,742,867 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,886,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,742,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,886,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,748,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,889,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,742,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,886,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,886,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,743.396 SHARES VITSX | P | 2015-06-23 | 2023-08-21 | $610,293 | $320,341 | $289,952 | $289,952 |
| 2,383.677 SHARES VITSX | P | 2015-06-23 | 2023-11-06 | $250,000 | $128,475 | $121,525 | $121,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $411,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,515 | SubtotalAmt |
| Tax Based On Investment Income | $11,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,088 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,088 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,573 | OverpaymentAmt |
| Applied To ES Tax | $12,540 | AppliedToESTaxAmt |
| Refund | $33 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDIE'S BOOKKEEPING | IndividualWithBooksNm |
| Phone | 4254243066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 244 | AddressLine1Txt |
| City | BOTHELL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980410244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBIN ROTHE | ||||||||
| PO BOX 244 | BOTHELL | WA | 980410244 | TRUSTEE | 40.00 | $104,176 | $0 | $0 |
| JUDY M COURSHON | ||||||||
| PO BOX 244 | BOTHELL | WA | 980410244 | TRUSTEE | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,915,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,319,190 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,319,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,074,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $803,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $803,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,515 | TotalTaxAmt |
| Distributable Before Adj | $792,205 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $792,205 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $792,205 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,431 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $684,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $454,086 | UndistributedIncomePYAmt |
| Qualifying Distributions | $684,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $454,086 | AppliedToYear1Amt |
| Applied To Current Year | $230,345 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $561,860 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBIN ROTHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| READING PARTNERS | |||||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | EDUCATION | $5,236 | ||
| SEATTLE CHILDREN'S PLAYGARDEN | |||||||||
| 1745 24TH AVE S | SEATTLE | WA | 98144 | NONE | PC | EDUCATION | $5,000 | ||
| KINDERING CENTER | |||||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | NONE | PC | EDUCATION | $275,000 | ||
| RAINIER SCHOLARS | |||||||||
| 2100 24RH AVE S STE 360 | SEATTLE | WA | 98144 | NONE | PC | EDUCATION | $10,000 | ||
| SEATTLE UNIVERSITY | |||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $100,000 | FOSTERING SCHOLARS | |
| PAGE AHEAD | |||||||||
| 1130 NW 85TH ST | SEATTLE | WA | 98117 | NONE | PC | EDUCATION | $2,500 | ||
| TAVON LEARNING CENTER | |||||||||
| PO BOX 1243 | ISSAQUAH | WA | 98027 | NONE | PC | EDUCATION | $5,000 | ||
| ADOPTEE MENTORING SOCIETY | |||||||||
| PO BOX 28301 | SEATTLE | WA | 98118 | NONE | PC | HUMAN SERVICES | $10,000 | ||
| ATLANTIC STREET CENTER | |||||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | NONE | PC | HUMAN SERVICES | $2,500 | ||
| BRIDGE MEADOWS | |||||||||
| 8502 N WAYLAND AVE | PORTLAND | OR | 97203 | NONE | PC | HUMAN SERVICES | $2,500 | ||
| BRIDGE MINISTRIES | |||||||||
| 12356 NORTHUP WAY STE 103 | BELLEVUE | WA | 98005 | NONE | PC | HUMAN SERVICES | $2,500 | ||
| PORCHLIGHT | |||||||||
| 13668 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | HUMAN SERVICES | $5,000 | ||
| HOPELINK | |||||||||
| PO BOX 3577 | REDMOND | WA | 98073 | NONE | PC | HUMAN SERVICES | $5,000 | ||
| LIFEWIRE | |||||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | NONE | PC | HUMAN SERVICES | $5,000 | ||
| NEW BEGINNINGS | |||||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | NONE | PC | HUMAN SERVICES | $5,000 | ||
| THE SOPHIA WAY | |||||||||
| 1100 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | HUMAN SERVICES | $5,000 | 8A-110 | |
| SOUND GENERATIONS | |||||||||
| 2208 SECOND AVE | SEATTLE | WA | 98121 | NONE | PC | HUMAN SERVICES | $7,500 | ||
| FRIENDS OF OCEAN COUNTY ANIMAL | |||||||||
| PO BOX 1162 | MANAHAWKIN | NJ | 08050 | NONE | PC | ANIMAL WELFARE | $3,000 | SHELTER | |
| MEOW | |||||||||
| 10600 NE 68TH ST F | KIRKLAND | WA | 98033 | NONE | PC | ANIMAL WELFARE | $2,500 | ||
| HUMANE SOCIETY SEATTLE-KING CNTY | |||||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | ANIMAL WELFARE | $5,000 | ||
| BELLEVUE ARTS MUSEUM | |||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | ARTS | $75,366 | ||
| BELLEVUE BOTANICAL GARDEN SOCIETY | |||||||||
| PO BOX 40536 | BELLEVUE | WA | 98015 | NONE | PC | ARTS | $1,500 | ||
| KIDS QUEST MUSEUM | |||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | NONE | PC | ARTS | $2,500 | ||
| PACIFIC BONSAI MUSEUM | |||||||||
| PO BOX 6108 | FEDERAL WAY | WA | 98063 | NONE | PC | ARTS | $3,375 | ||
| VILLAGE THEATER | |||||||||
| 303 FRONT STREET N | ISSAQUAH | WA | 98027 | NONE | PC | ARTS | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,477 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $411,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $862,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $862,805 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,619 | Amt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,310 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VBTLX | $2,177,968 | $2,053,820 |
| VFIDX | $1,336,886 | $1,181,461 |
| VFSUX | $725,571 | $698,121 |
| VTABX | $1,874,573 | $1,726,899 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VITSX | $3,295,583 | $7,280,228 |
| VTIAX | $3,102,958 | $3,866,813 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDENDS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,179 | BookValueAmt |
| EOYFMV | $12,179 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $3,099 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,099 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,776 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,776 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $22,285 | $22,285 | |
| INSURANCE | $1,438 | $1,438 | |
| DUES & SUBSCRIPTIONS | $1,093 | $1,093 | |
| SUPPLIES | $2,472 | $2,472 | |
| MISCELLANEOUS | $2,717 | $2,717 | |
| MARKETING | $1,500 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,533 | $95 | $9,438 |
| ESTIMATED TAXES | |||
| FOREIGN TAX WITHHELD | $8,634 | $8,634 |
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