RIVERSTYX FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSTYX FOUNDATION (EIN 94-3373712)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349102872
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:05:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911007261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VWC PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 943373712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSTYX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 4252500051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO VWC 10510 NORTHUP WAY 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON CARLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4252500051 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHASE CARLIN | PreparerPersonNm |
| PTIN | P01966499 | PTIN |
| Phone | 4252500051 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,030,561 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $281,358 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $393,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $643,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,023,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $643,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,318,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,037,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,743 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,743 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $83,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $58,646 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $418,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $369,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,172 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $570,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $428,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,185,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,185,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,756,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $428,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,302,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,437,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,733,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $938,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $938,553 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $60,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $60,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $60,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $60,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,921,908 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,160 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,938 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,171,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,575,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,407,238 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,072,804 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,935,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,775,832 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $650,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $650,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,960,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,357,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,030,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,960,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,357,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,960,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,357,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,960,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,357,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,960,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,437,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $28,522,993 | SubtotalAmt |
| Other Decreases | $21,165,746 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,357,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST PUBLICLY TRADED SEC | $76,623 | $78,144 | -$1,521 | -$1,521 | |
| LT PUBLICLY TRADED SEC | $1,479,375 | $1,293,074 | $186,301 | $186,301 | |
| LT PUBLICLY TRADED SEC | $1,467,377 | $1,008,677 | $458,700 | $458,700 | |
| CAP GAIN DISTRIBUTIONS | $54 | $54 | $54 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $643,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,181 | OverpaymentAmt |
| Applied To ES Tax | $20,181 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RIVERSTYXFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VWC PS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4252500051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| T CODY SWIFT | ||||||||
| 10510 NORTHUP WAY STE 300 | KIRKLAND | WA | 98033 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| MIRIAM VOLAT | ||||||||
| 10510 NORTHUP WAY STE 300 | KIRKLAND | WA | 98033 | SECRETARY | 5.00 | $0 | $0 | $0 |
| KEVIN BAYUK | ||||||||
| 10510 NORTHUP WAY STE 300 | KIRKLAND | WA | 98033 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIVERPSYKHE INC | |||||
| 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 | INVESTMENT | $192,000 |
| BADGLEY PHELPS INVESTMENT MANAGERS | |||||
| 1420 FIFTH AVE STE 3200 | SEATTLE | WA | 98101 | INVESTMENT | $145,965 |
| VWC PS | |||||
| 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 | ACCOUNTING | $83,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 60 DIFFERENT CHARITIES DURING 2023. | Description1Txt |
| Expenses1 | $117,049 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,288,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,570,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $410,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,269,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,269,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,949,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,459 | TotalTaxAmt |
| Distributable Before Adj | $1,039,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,039,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,039,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,302,154 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,302,154 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,039,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $319,965 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,302,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $319,965 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,039,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $943,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $943,150 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $943,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $943,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR THE WEST | ||||||||||
| PO BOX 1612 | BOISE | ID | 83701 | NONE | PUBLIC | DONATION | $25,000 | |||
| ALMA INSTITUTE | ||||||||||
| 401 NE 19TH SUITE 200 | PORTLAND | OR | 97232 | NONE | PUBLIC | DONATION | $11,750 | |||
| BELOVED BUILDERS | ||||||||||
| 54 ROUND HILL RD APT 21 | NORTH HAMPTON | MA | 01060 | NONE | PUBLIC | DONATION | $65,000 | |||
| BOTANICAL DIMENSION | ||||||||||
| PO BOX 807 | OCCIDENTAL | CA | 95465 | NONE | PUBLIC | DONATION | $6,000 | |||
| CALIFORNIA WOLF CENTER | ||||||||||
| PO BOX 1389 | JULIAN | CA | 92036 | NONE | PUBLIC | DONATION | $75,000 | |||
| CHACRUNA INSTITUTE | ||||||||||
| 1650 CALIFORNIA ST 10 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC | DONATION | $5,000 | |||
| CLUSTERBUSTERS INC | ||||||||||
| 3850 GASKINS RD SUITE 120 | RICHMOND | VA | 23233 | NONE | PUBLIC | DONATION | $50,000 | |||
| COLORADO STATE UNIVERSITY | ||||||||||
| 300 UNIVERSITY SERVICES CENTER | FORT COLLINS | CO | 80523 | NONE | PUBLIC | DONATION | $75,000 | |||
| DANA FARBER CANCER INSTITUTE | ||||||||||
| 10 BROOKLINE PLACE W 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC | DONATION | $47,000 | |||
| DISCOVERY HOUSE (ZWISKI FOUNDATION) | ||||||||||
| 1035 N MARION ST UNIT 4 | DENVER | CO | 80218 | NONE | PUBLIC | DONATION | $100,000 | |||
| ECOLOGY ACTION OF SANTA CRUZ | ||||||||||
| 877 CEDAR ST | SANTA CRUZ | CA | 95060 | NONE | PUBLIC | DONATION | $5,000 | |||
| ENDANGERED WOLF CENTER | ||||||||||
| PO BOX 760 | EUREKA | MO | 63025 | NONE | PUBLIC | DONATION | $50,000 | |||
| EROWID CENTER | ||||||||||
| PO BOX 1116 | GRASS VALLEY | CA | 95945 | NONE | PUBLIC | DONATION | $20,000 | |||
| FOOTLOOSE MONTANA | ||||||||||
| PO BOX 8884 | MISSOULA | MT | 59807 | NONE | PUBLIC | DONATION | $115,000 | |||
| HEALING ADVOCACY FUND | ||||||||||
| 8110 SE RAMONA STREET | PORTLAND | OR | 97206 | NONE | PUBLIC | DONATION | $20,000 | |||
| HOMELESS GARDEN PROJECT | ||||||||||
| PO BOX 617 | SANTA CRUZ | CA | 95061 | NONE | PUBLIC | DONATION | $5,000 | |||
| HORIZON CENTER PBC | ||||||||||
| 1216 FIFTH AVE | NEW YORK | NY | 10029 | NONE | PUBLIC | DONATION | $5,000 | |||
| HOSPICE & PALLIATIVE NURSES FOUNDATION | ||||||||||
| 400 LYDIA STREET | CARNEGIE | PA | 15106 | NONE | PUBLIC | DONATION | $1,000 | |||
| IDAHO CONSERVATION LEAGUE | ||||||||||
| PO BOX 844 | BOISE | ID | 83701 | NONE | PUBLIC | DONATION | $25,000 | |||
| INDIGENOUS MEDICINE CONSERVATION FUND | ||||||||||
| 2222 CLEVELAND AVE 1014 | SANTA ROSA | CA | 95403 | NONE | PUBLIC | DONATION | $352,000 | |||
| INDIGENOUS PEYOTE CONSERVATION INITIATIVE | ||||||||||
| 826 NORTH FM 649 | HEBBRONVILLE | TX | 78361 | NONE | PUBLIC | DONATION | $10,000 | |||
| INTERFAITH RAINFOREST INITIATIVE | ||||||||||
| 777 UNITED NATIONS PLAZA 9TH FLR | NEW YORK | NY | 10017 | NONE | PUBLIC | DONATION | $2,500 | |||
| INTERNATIONAL DARK SKY ASSOCIATION | ||||||||||
| 5049 E BROADWAY BLVD SUITE 105 | TUCSON | AZ | 85711 | NONE | PUBLIC | DONATION | $15,000 | |||
| INTERNATIONAL SOCIETY FOR RESEARCH ON PS | ||||||||||
| 3001 MERCER UNIVERSITY DR | ATLANTA | GA | 30341 | NONE | PUBLIC | DONATION | $2,500 | |||
| JOHNS HOPKINS UNIVERSITY DEVELOPMENT | ||||||||||
| ONE MT PLAZA | BUFFALO | NY | 14203 | NONE | PUBLIC | DONATION | $50,000 | |||
| LIGARE INC | ||||||||||
| 3 WHLLY AVE | SAVANNAH | GA | 31406 | NONE | PUBLIC | DONATION | $82,000 | |||
| LIGHTHAWK CONSERVATION AVIATION | ||||||||||
| PO BOX 913239 | DENVER | CO | 80291 | NONE | PUBLIC | DONATION | $25,000 | |||
| LIVING WITH WOLVES | ||||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | NONE | PUBLIC | DONATION | $100,000 | |||
| MAPS | ||||||||||
| 4525 SCOTTS VALLEY DR | SCOTTS VALLEY | CA | 95066 | NONE | PUBLIC | DONATION | $70,000 | |||
| NATIONAL WILDLIFE FEDERATION | ||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | PUBLIC | DONATION | $50,000 | |||
| NORTHERN ROCKIES CONSEVATION COOPERATIVE | ||||||||||
| PO BOX 2705 | JACKSON | WY | 83001 | NONE | PUBLIC | DONATION | $100,000 | |||
| PACHAMAMA ALLIANCE | ||||||||||
| PRESIDIO BUILDING 1009 2ND FLOOR | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC | DONATION | $5,000 | |||
| PEOPLE AND CARNIVORES | ||||||||||
| PO BOX 6733 | BOZEMAN | MT | 59771 | NONE | PUBLIC | DONATION | $25,000 | |||
| PILOTS TO RESCUE | ||||||||||
| 931 MANHATTAN AVE SUITE 3 | BROOKLYN | NY | 11222 | NONE | PUBLIC | DONATION | $25,000 | |||
| PLANET WORK FBO LUCID NEWS | ||||||||||
| 3450 SACRAMENTO ST STE 614 | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC | DONATION | $5,015 | |||
| PREDATOR DEFENSE | ||||||||||
| PO BOX 5446 | EUGENE | OR | 97405 | NONE | PUBLIC | DONATION | $50,000 | |||
| PRESIDENT FELLOWS OF HARVARD COLLEGE | ||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | DONATION | $5,000 | |||
| PRISION UNIVERSITY PROJECT | ||||||||||
| 2165 FRANCISCO BLVD E STE A | SAN RAFEL | CA | 94901 | NONE | PUBLIC | DONATION | $6,000 | |||
| PSYCHEDELIC SCIENCE FOUNDERS COLLABORATIVE | ||||||||||
| PO BOX 170235 | SAN FRANCISCO | CA | 94117 | NONE | PUBLIC | DONATION | $10,000 | |||
| RANGELAND WILD | ||||||||||
| PO BOX 39 | INDIAN HILLS | CO | 80454 | NONE | PUBLIC | DONATION | $25,000 | |||
| RED LODGE | ||||||||||
| PO BOX 55157 | PORTLAND | OR | 97238 | NONE | PUBLIC | DONATION | $5,000 | |||
| SAN FRANCISCO ZEN CENTER | ||||||||||
| 222 BROADWAY | NEW YORK | NY | 10038 | NONE | PUBLIC | DONATION | $5,000 | |||
| SEATTLE UNIVERSITY MAP PROGRAM | ||||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PUBLIC | DONATION | $5,000 | |||
| SKAGIT ANIMALS IN NEED | ||||||||||
| PO BOX 503 | MOUNT VERNON | WA | 98273 | NONE | PUBLIC | DONATION | $10,000 | |||
| STITCHTING OPEN | ||||||||||
| NONE | PUBLIC | DONATION | $5,000 | CROESELAAN 18 3521 CB | UTRECHT | NL | ||||
| TELELE FOUNDATION | ||||||||||
| PO BOX 83 | GROVLAND | CA | 85321 | NONE | PUBLIC | DONATION | $5,000 | |||
| THE CHURCH OF SACRED MIRRORS COSM | ||||||||||
| 46 DEER HILL ROAD | WAPPINGER | NY | 12590 | NONE | PUBLIC | DONATION | $6,500 | |||
| THE INTERNATIONAL WILDLIFE COEXISTENCE NETWORK | ||||||||||
| 9169 WEST STATE ST 1014 | GARDEN CITY | ID | 83714 | NONE | PUBLIC | DONATION | $25,000 | |||
| TRAP FREE MONTANA | ||||||||||
| PO BOX 335 | HAMILTON | MT | 59840 | NONE | PUBLIC | DONATION | $50,000 | |||
| TTO - TIOGNAKA TAWOWAKAN OTOKAHE | ||||||||||
| 22910 FOREST RD | RAPID CITY | SD | 57702 | NONE | NC | DONATION | $12,840 | |||
| UPAYA ZEN CENTER | ||||||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | NONE | PUBLIC | DONATION | $5,000 | |||
| URBAN INDIGENEOUS COLLECTIVE | ||||||||||
| 315 W 39TH STREET SUITE 1206 | NEW YORK | NY | 10018 | NONE | PUBLIC | DONATION | $10,000 | |||
| WASHINGTON INNOCENCE PROJECT | ||||||||||
| PO BOX 85110 | SEATTLE | WA | 98145 | NONE | PUBLIC | DONATION | $25,000 | |||
| WESTERN WATERSHEDS PROJECT | ||||||||||
| PO BOX 1770 | HAILEY | ID | 83333 | NONE | PUBLIC | DONATION | $50,000 | |||
| WHATCOM HUMANE SOCIETY | ||||||||||
| 2172 DIVISON ST | BELLINGHAM | WA | 98226 | NONE | PUBLIC | DONATION | $10,000 | |||
| WINGS PROGRAM | ||||||||||
| 208 RUSTY SPUR WAY | CORVALLIS | MT | 59828 | NONE | PUBLIC | DONATION | $10,000 | |||
| WOLF HAVEN INTERNATIONAL | ||||||||||
| 3111 OFFUT LAKE RD SE | TENINO | WA | 98589 | NONE | PUBLIC | DONATION | $100,000 | |||
| WOLVES OF THE ROCKIES | ||||||||||
| PO BOX 742 | STEVENSVILLE | MT | 59870 | NONE | PUBLIC | DONATION | $25,000 | |||
| WYOMING UNTRAPPED | ||||||||||
| PO BOX 9004 | JACKSON | WY | 83002 | NONE | PUBLIC | DONATION | $50,000 | |||
| YELLOWSTONE ECOLOGICAL RESEARCH CENTER | ||||||||||
| 4135 VALLEY COMMONS DR STE D | BOZEMAN | MT | 59718 | NONE | PUBLIC | DONATION | $50,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,185,105 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $393,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $643,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,037,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,037,499 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY CHARITABLE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452770053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $281,358 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $83,780 | Amt |
| Net Investment Income | $58,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,134 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS | BondNm |
| EOY Book Value | $3,935,136 | EOYBookValueAmt |
| EOYFMV | $3,775,832 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,575,398 | EOYBookValueAmt |
| EOYFMV | $3,407,238 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $198,160 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $198,938 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $42,743 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,743 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN 2A BIOSCIENCES | $0 | $150,000 | $150,000 |
| INVESTMENT IN MAPS | $0 | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFERS TO RANGELAND FOUNDATION EIN #86-1795960 | $13,854,485 |
| TRANSFERS TO LLS FOUNDATION EIN #88-2780125 | $7,294,757 |
| ADJUSTMENT FOR MARKET DISCOUNT | $16,504 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS FEES | $9,172 | $0 | $9,172 |
| INVESTMENT MANAGEMENT FEES | $369,302 | $369,302 | $0 |
| CONSULTING FEES | $20,000 | $0 | $20,000 |
| TRAINNING FEES | $5,000 | $0 | $5,000 |
| CONTRACT LABOR | $15,000 | $0 | $15,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MST CHARITABLE LEAD TRUST | |||
| 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 |
| JLS CHARITABLE LEAD ANNUITY TRUST | |||
| 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 |
| FIDELITY CHARITABLE | |||
| PO BOX 770001 | CINCINNATI | OH | 452770053 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $978 | $978 | $0 |
| FEDERAL TAXES | $25,000 | $0 | $0 |
Comments