BAGLEY AND VIRGINIA WRIGHT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAGLEY AND VIRGINIA WRIGHT FOUNDATION (EIN 91-6526097)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202433119349100133
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T13:10:32-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814659652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPINE PS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 8TH ST STE 1620 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 916526097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAGLEY AND VIRGINIA WRIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAGL | BusinessNameControlTxt |
| Phone | 4256252694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 8TH ST 1620 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES B WRIGHT III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4256252694 | PhoneNum |
| Signature | 2024-11-01 | 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 | JOSHUA SOLOMON | PreparerPersonNm |
| PTIN | P01540587 | PTIN |
| Phone | 4256252694 | PhoneNum |
| Preparation | 2024-11-01 | 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 | $1,109,465 | 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 |
| Interest On Sav Rev And Expnss | $1,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,534 | 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 |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $198 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,795 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $982,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $961,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,026,213 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $75,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,457 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,900 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,095,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,074,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,465 | 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 | $1,095,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,074,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,095,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,095,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,074,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,095,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,523 | OtherIncreasesAmt |
| Subtotal | $1,074,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2023-12-31 | $20,022 | $21,237 | -$1,215 | -$1,215 | |
| HALL CAPITAL SPEC OPPORTUNITIES | $969 | -$969 | -$969 | P | |||
| DISTRIBUTION IN EXCESS OF BASIS - HALL CAPITAL SPEC OPPORTUNITIES | $5,523 | $5,523 | $5,523 | P | |||
| CAPITAL GAINS DIVIDENDS | $401 | $401 | $401 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,223 | 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 | $5,223 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,906 | OverpaymentAmt |
| Applied To ES Tax | $4,906 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALPINE PS CPAS | IndividualWithBooksNm |
| Phone | 4256252694 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 8TH ST SUITE 1620 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES B WRIGHT III | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MERRILL WRIGHT | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN WRIGHT MOLL | ||||||||
| 3941 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PRENTICE B WRIGHT | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADA WRIGHT | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES B WRIGHT IV | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BLAIR MOLL | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| COLE WRIGHT | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIA ANDERSON | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LILLIAN MOLL | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LUCY POTTER | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MACKENZIE MOLL | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SALLY JOHNSTON | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAM WRIGHT | ||||||||
| 10900 NE 8TH ST 1620 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF AN EDUCATIONAL GRANT PROGRAM FOR "MID-CAREER" POETS WORKING IN THE UNITED STATES TO ENABLE THEM TO PRODUCE NEW AND ORIGINAL WORK. THE PROGRAM WILL PERMIT POETS TO THINK IN DEPTH ABOUT POETIC TOPICS OF INTEREST AND PRESENT THE RESULTS OF SUCH THINKING IN A FORM THAT MAY BE ACCESSIBLE TO ALL. | Description1Txt |
| Expenses1 | $26,171 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $996,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,457 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,079,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,079,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,063,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317 | TotalTaxAmt |
| Distributable Before Adj | $52,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,822 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,095,573 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,266,627 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,199,271 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,623,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,048 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,048 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,614,669 | 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 | $2,086,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,528,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,266,627 | ExcessFromYear4Amt |
| Excess From Year3 | $1,199,271 | ExcessFromYear3Amt |
| Excess From Year2 | $58,735 | ExcessFromYear2Amt |
| Excess From Year1 | $3,511 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN ALBEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 8TH ST SUITE 1620 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4256252694 | RecipientPhoneNum |
| Recipient Email Address | JOAN@ALPINECPAS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION DOES NOT USE AN APPLICATION PROCESS. INSTEAD, IT INTENDS TO IDENTIFY LEADING MID-CAREER AMERICAN POETS USING A VARIETY OF INTERNAL AND EXTERNAL SOURCES, THEN OFFER GRANTS TO POETS WHOM THE SELECTION COMMITTEE BELIEVES WILL PROVIDE DIVERSE AND VALUABLE INSIGHTS INTO THE CONCERNS AND ACHIEVEMENTS OF THE MAJOR POETS OF THE GENERATION NOW APPROACHING THE MATURE, MIDDLE PHASE OF THEIR CAREERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION PLANS TO MAKE GRANTS TO THREE PARTICIPANTS IN EACH TWO-YEAR CYCLE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE POETS ELIGIBLE FOR GRANTS WILL HAVE HAD MULTIPLE PUBLICATIONS OF THEIR OWN POETRY OVER A SUSTAINED PERIOD OF TIME AND HAVE ESTABLISHED A SUBSTANTIAL LITERARY REPUTATION. IN ADDITION, THE POETS TO BE SELECTED SHOULD HAVE DEMONSTRATED THAT THEY ARE EXCELLENT LECTURERS AND ORIGINAL THINKERS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIAN BROLASKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29198 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | POET LECTURE SERIES | GrantOrContributionPurposeTxt |
| Amt | $13,401 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,401 | 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 | $1,292 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,011 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND | $59,465 | $51,699 |
| DODGE & COX INTERNATIONAL STOCK FUND | $61,180 | $67,496 |
| ISHARES BARCLAYS 1-3 YR TSY BD | $754,550 | $714,158 |
| VANGUARD TOTAL STK MKT ETF | $85,903 | $192,860 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARALLON II HOLDINGS LP | AT COST | $75,800 | $6,297 |
| HCP SPECIAL OPPORTUNITIES OFFSHORE FEEDER FUND | AT COST | $0 | $39,160 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $8,900 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LECTURE SERIES EXPENSES | Desc |
| Revenue And Expenses Per Books | $26,171 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,171 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMALTIVE BOOK-TAX DIFFERENCES TO ADJUST TO TAX BASIS | Desc |
| Amt | $5,523 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HALL CAPITAL SPEC OPPORTUNITIES | $1,070 | $1,070 | $0 |
| INVESTMENT MANAGEMENT FEES | $3,210 | $3,210 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $198 | Amt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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