THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-18
- IRS object ID
- 202322919349100107
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-18T11:06:49-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-13 | 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 | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA J BREILING CPA | PreparerPersonNm |
| PTIN | P01286663 | PTIN |
| Phone | 2062989811 | PhoneNum |
| Preparation | 2023-10-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $15,335,287 | 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 | $342,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $342,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,369 | GrossSalesPriceAmt |
| Total Rev And Expnss | $325,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,346 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,698 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,335 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,363 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,721 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,360 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,958 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,319 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,718 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,041 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $298,981 | CashBOYAmt |
| Cash EOY | $131,879 | CashEOYAmt |
| Cash EOYFMV | $131,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $147,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,847,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,847,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,086,480 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,565,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,410,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,758,272 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,913 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,865,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,748,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,335,287 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,083 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,159 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,159 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,863,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,742,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,863,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,742,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,865,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,748,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,863,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,742,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,742,867 | 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 |
|---|---|---|---|---|---|---|---|
| 621.948 SHARES VTABX | P | 2022-01-01 | 2022-06-16 | $12,134 | $13,795 | -$1,661 | -$1,661 |
| 6,463.247 SHARES VTABX | P | 2021-01-01 | 2022-06-16 | $126,098 | $142,328 | -$16,230 | -$16,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,754 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,183 | SubtotalAmt |
| Tax Based On Investment Income | $4,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,271 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,271 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,088 | OverpaymentAmt |
| Applied To ES Tax | $5,088 | AppliedToESTaxAmt |
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 | $106,698 | $0 | $0 |
| JUDY M COURSHON | ||||||||
| PO BOX 244 | BOTHELL | WA | 980410244 | TRUSTEE | 1.00 | $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 | $15,892,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $516,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $588 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,410,078 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,410,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,163,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $808,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $808,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,183 | TotalTaxAmt |
| Distributable Before Adj | $804,013 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $804,013 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $804,013 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,584 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $391,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $804,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,657 | UndistributedIncomePYAmt |
| Qualifying Distributions | $391,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,657 | AppliedToYear1Amt |
| Applied To Current Year | $349,927 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $454,086 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | EDUCATION | $5,000 | |
| 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 | $40,000 | |
| 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 | $5,000 | |
| BRIDGE MEADOWS | ||||||||
| 8502 N WAYLAND AVE | PORTLAND | OR | 97203 | NONE | PC | HUMAN SERVICES | $10,000 | |
| HOPELINK | ||||||||
| 8990 154TH AVE NE | REDMOND | WA | 98052 | NONE | PC | HUMAN SERVICES | $2,500 | |
| LIFEWIRE | ||||||||
| PO BOX 6398 | BELLEVUE | WA | 98008 | NONE | PC | HUMAN SERVICES | $2,500 | |
| BRIDGE MINISTRIES | ||||||||
| 12356 NORTHUP WAY STE 103 | BELLEVUE | WA | 98005 | NONE | PC | HUMAN SERVICES | $1,500 | |
| NEW BEGINNINGS | ||||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | NONE | PC | HUMAN SERVICES | $1,500 | |
| THE SOPHIA WAY | ||||||||
| 11061 NE SECOND ST 223 | BELLEVUE | WA | 98004 | NONE | PC | HUMAN SERVICES | $6,362 | |
| CONGREGATIONS FOR THE HOMELESS | ||||||||
| 515 116TH AVE NE STE 150 | BELLEVUE | WA | 98004 | NONE | PC | HUMAN SERVICES | $5,000 | |
| SOUND GENERATIONS | ||||||||
| 2208 SECOND AVE | SEATTLE | WA | 98121 | NONE | PC | HUMAN SERVICES | $1,500 | |
| FRIENDS OF OCEAN COUNTY ANIMAL | ||||||||
| PO BOX 1162 | MANAHAWKIN | NJ | 08050 | NONE | PC | ANIMAL WELFARE | $2,750 | SHELTER |
| MEOW | ||||||||
| 10600 NE 68TH ST F | KIRKLAND | WA | 98033 | NONE | PC | ANIMAL WELFARE | $1,000 | |
| HUMANE SOCIETY SEATTLE-KING CNTY | ||||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | ANIMAL WELFARE | $1,500 | |
| BELLEVUE ARTS MUSEUM | ||||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC | ARTS | $77,022 | |
| KIDS QUEST MUSEUM | ||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | NONE | PC | ARTS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,134 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $342,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $325,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,592 | 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 | $6,721 | Amt |
| Net Investment Income | $3,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VBTLX | $1,567,675 | $1,382,397 |
| VFIDX | $1,336,886 | $1,132,461 |
| VFSUX | $631,000 | $584,820 |
| VTABX | $1,874,573 | $1,658,594 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VITSX | $3,744,399 | $6,625,850 |
| VTIAX | $3,102,958 | $3,460,630 |
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 | $7,913 | BookValueAmt |
| EOYFMV | $7,913 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,395 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,395 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $22,746 | $22,746 | |
| INSURANCE | $1,438 | $1,438 | |
| DUES & SUBSCRIPTIONS | $300 | $300 | |
| SUPPLIES | $1,723 | $1,723 | |
| MISCELLANEOUS | $834 | $834 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,704 | $385 | $7,319 |
| ESTIMATED TAXES | $12,800 | ||
| FOREIGN TAX WITHHELD | $9,573 | $9,573 |
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