2022-11-14T17:11:32-06:00 2021-12-31 911007261 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 990PF 2021-01-01 943373712 RIVERSTYX FOUNDATION RIVE 4252500051 CO VWC 10510 NORTHUP WAY 300 KIRKLAND WA 98033 DON CARLIN CPA 4252500051 2022-11-11 1 DON CARLIN 999009999 RACHELLE A HOUGHTON P00193404 4252500051 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 41740298 X 206250 224 224 640557 640557 1693581 6879302 1693581 2540612 2334362 0 0 0 29771 0 29771 105765 74036 31730 339204 336506 2698 42679 42679 0 517419 453221 64199 1234756 1234756 1752175 453221 1298955 788437 1881141 3350904 3555954 3555954 420000 0 360000 420000 420000 1859878 1416034 1460386 7865346 7648065 20007605 14955790 16140302 16296353 28391918 29180355 41740298 0 0 X 0 0 0 0 28391918 29180355 28391918 29180355 28391918 29180355 28391918 788437 0 29180355 0 29180355 ST PUBLICLY TRADED SEC 432360 467789 -35429 -35429 LT PUBLICLY TRADED SEC 6442992 4717932 1725060 1725060 CAP GAIN DISTRIBUTIONS P 3950 3950 3950 1693581 26148 0 26148 0 26148 39317 0 10000 0 49317 0 23169 23169 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.RIVERSTYXFOUNDATION.ORG VWC PS 4252500051 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES L SWIFT 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 PRESIDENT 1.00 0 0 0 STEVE BRINN 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 SECRETARY 5.00 0 0 0 T CODY SWIFT 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 VICE PRESIDENT 15.00 0 0 0 DON R CARLIN 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 TREASURER 1.00 0 0 0 NONE 0 BADGLEY PHELPS INVESTMENT MANAGERS 1420 FIFTH AVE STE 3200 SEATTLE WA 98101 INVESTMENT 266369 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 ACCOUNTING 105765 FIDUCIA LLC 3825 INTERLAKE AVENUE N SUITE A SEATTLE WA 98103 INVESTMENT 69883 0 TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 40 DIFFERENT CHARITIES DURING 2021. 64198 0 37703843 2948154 375000 41026997 0 0 41026997 615405 40411592 2020580 2020580 26148 26148 1994432 0 1994432 0 1994432 1298955 0 1298955 1994432 0 0 204500 176583 66033 855589 2519 1305224 1298955 0 0 0 1298955 0 695477 695477 609747 0 0 0 0 0 0 0 609747 607228 2519 JAMES L SWIFT X BELOVED BUILDERS 54 ROUND HILL RD APT 21 NORTHHAMPTON MA 01060 NONE PUBLIC DONATION 25000 CALIFORNIA WOLF CENTER 2775 B STREET JULIAN CA 92036 NONE PUBLIC DONATION 100000 CHACRUNA INSTITUTE 1650 CALIFORNIA ST 10 SAN FRANCISCO CA 94109 NONE PUBLIC DONATION 1000 CHILDREN OF THE SETTING SUN PO BOX 1571 BELLINGHAM WA 98227 NONE PUBLIC DONATION 8750 CHUCKANUT HEALTH FOUNDATION PO BOX 5641 BELLINGHAM WA 98227 NONE PUBLIC DONATION 25000 DESERT CABALLEROS WESTERN MUSEUM 21 NORTH FRONTIER ST WICKENBURG AZ 85390 NONE PUBLIC DONATION 10000 DISPUTE RESOLUTION CENTER KITSAP COUNTY 9004 WASHINGTON AVE NW SILVERDALE WA 98383 NONE PUBLIC DONATION 50000 ENDANGERED WOLF CENTER PO BOX 760 EUREKA MO 63025 NONE PUBLIC DONATION 100000 EROWID CENTER PO BOX 1116 GRASS VALLEY CA 95945 NONE PUBLIC DONATION 1000 ESALEN INSTITUTE 55000 HIGHWAY 1 BIG SUR CA 93920 NONE PUBLIC DONATION 5000 FAIR WORLD PROJECT PO BOX 86104 PORTLAND OR 97286 NONE PUBLIC DONATION 109706 FINAL EXIT NETWORK 660 E JEFFERSON ST 102 TALLAHASSEE FL 32301 NONE PUBLIC DONATION 50000 HORIZONS MEDIA INC 63 PEARL ST 162 BROOKLYN NY 11201 NONE PUBLIC SPONSORSHIP FOR 2021 CONFERENCE 3500 HUMANE SOCIETY OF WICKENBURG 4000 INDUSTRIAL RD WICKENBURG AZ 85390 NONE PUBLIC DONATION 10000 LIGHTHAWK CONSERVATION FLYING PO BOX 91329 DENVER CO 80291 NONE PUBLIC DONATION 50000 MAPS 4525 SCOTTS VALLEY DR SCOTTS VALLEY CA 95066 NONE PUBLIC DONATION 67500 NATIONAL WILDLIFE FEDERATION PO BOX 1583 MERRIFIELD VA 22116 NONE PUBLIC DONATION 100000 PILOTS TO THE RESCUE 931 MANHATTEN AVE SUITE 3 BROOKLYN NY 11222 NONE PUBLIC DONATION 25000 RE SOURCES 2309 MERIDIAN ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 32500 REFUGEE VILLAGE CORP 712 ABERDEEN DR STONE MOUNTAIN GA 30083 NONE PUBLIC DONATION 10000 SAN FRANCISCO ZEN CENTER 300 PAGE STREET SAN FRANCISCO CA 94102 NONE PUBLIC DONATION 20000 SEATTLE AIKIIKAI 101 NICKERSON SUITE 130 SEATTLE WA 98109 NONE PUBLIC DONATION 7000 SIA 106 LOOKINGLASS WAY CYRIL OK 73029 NONE PUBLIC DONATION 30000 SKAGIT ANIMALS IN NEED PO BOX 503 MOUNT VERNON WA 98273 NONE PUBLIC DONATION 10000 SOUTH FORK VALLEY COMMUNITY ASSOCIATION PO BOX 794 DEMING WA 98244 NONE PUBLIC DONATION 10000 STAND 1329 N STATE ST SUITE 301 BELLINGHAM WA 98225 NONE PUBLIC DONATION 100000 TIOGNAKA TAWOWAKAN OTOKAHE 12169 DEERFIELD ROAD HILL CITY SD 57745 NONE PUBLIC DONATION 25050 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98105 NONE PUBLIC DONATION 50000 VIPASSANA SANTA CRUZ DBA INSIGHT SANTA CRUZ 740 FRONT STSTE 240 SANTA CRUZ CA 95060 NONE PUBLIC DONATION 5000 VIVA FARMS GROW FOOD PO BOX 1714 MOUNT VERNON WA 98273 NONE PUBLIC DONATION 25000 WHATCOM FAMILY YMCA 1256 N STATE ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 11250 WHATCOM HUMANE SOCIETY 2172 DIVISION ST BELLINGHAM WA 98226 NONE PUBLIC DONATION 10000 WHATCOM MUSEUM FOUNDATION 121 PROSPECT ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 17500 WINGS PROGRAM INC 208 RUSTY SPUR WAY CORVALLIS MT 59828 NONE PUBLIC DONATION 30000 WOLF HAVEN INTERNATIONAL 3111 OFFUT LAKE RD SE TENINO WA 98589 NONE PUBLIC DONATION 100000 1234756 0 14 224 14 640557 18 1693581 0 2334362 0 2334362 0 0 0 0 0 0 0 0 0 0 X X 1 JLS CHARITABLE LEAD ANNUITY TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 206250 X ACCOUNTING FEES 105765 74036 31730 PUBLICLY TRADED CORPORATE BONDS 16140302 16296353 PUBLICLY TRADED SECURITIES 7648065 20007605 1416034 1460386 0 0 LEGAL FEES 29771 0 29771 BUSINESS FEES 1753 0 1753 INVESTMENT MANAGEMENT FEES 336506 336506 0 CONSULTING FEES 945 0 945 FOREIGN INCOME TAXES 2679 2679 0 FEDERAL TAXES 40000 40000 0