2021-11-15T10:48:01-06:00 2020-12-31 911007261 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 990PF 2020-01-01 943373712 RIVERSTYX FOUNDATION RIVE 4252500051 CO VWC 10510 NORTHUP WAY NO 300 KIRKLAND WA 98033 DON CARLIN CPA 4252500051 2021-11-15 1 DON CARLIN 999009999 RACHELLE A BENBOW P00193404 4252500051 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 39565809 X 834712 188 188 672451 672451 2232528 9347890 2232528 13728 0 3753607 2905167 0 0 0 86125 60287 25838 307390 297192 10198 32980 32980 0 426495 390459 36036 1762150 1762150 2188645 390459 1798186 1564962 2514708 1855444 3350904 3350904 360000 0 360000 360000 360000 2145196 1859878 1964916 8221208 7865346 18237428 13843858 14955790 15652561 410000 0 0 26835706 28391918 39565809 8750 8750 0 X 0 0 0 0 26826956 28391918 26826956 28391918 26835706 28391918 26826956 1564962 0 28391918 0 28391918 ST PUBLICLY TRADED SEC 1095820 1103429 -7609 -7609 LT PUBLICLY TRADED SEC 8250631 6011933 2238698 2238698 CAP GN DIST - DIGITAL REALTY TRUST 848 848 848 CAP GN DIST - PROLOGIS 412 412 412 CAP GN DIST - SCHWAB UST MONEY FUND 2 2 2 LITIGATION SETTLEMENT P 177 177 177 2232528 34954 0 34954 0 34954 34376 0 30000 0 64376 X 105 29317 29317 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 236087 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 ACCOUNTING 86125 FIDUCIA LLC 3825 INTERLAKE AVENUE N SUITE A SEATTLE WA 98103 INVESTMENT 60097 0 TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 47 DIFFERENT CHARITIES DURING 2020. 36036 0 33808242 2595641 360000 36763883 0 0 36763883 551458 36212425 1810621 1810621 34954 34954 1775667 20000 1795667 0 1795667 1798186 0 1798186 0 1798186 1795667 0 0 228095 204500 176583 66033 855589 1530800 1798186 0 0 0 1795667 2519 0 0 1533319 0 0 0 0 0 0 228095 1305224 204500 176583 66033 855589 2519 JAMES L SWIFT X BELLINGHAM MAKERSPACE INC 1000 F ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 2500 CALIFORNIA WOLF CENTER 2775 B STREET JULIAN CA 92036 NONE PUBLIC DONATION 127500 CATCUS CONSERVATION INSTITUTE 102 WEST AVENUE E ALPINE TX 79830 NONE PUBLIC DONATION 13000 CHUCKANUT HEALTH FOUNDATION PO BOX 5641 BELLINGHAM WA 98227 NONE PUBLIC DONATION 500 COMPASS HEALTH 4526 FEDERAL ACE - M/S 49 EVERETT WA 98203 NONE PUBLIC DONATION 109725 CONSERVATION NORTHWEST 1829 10TH AVE W SEATTLE WA 98119 NONE PUBLIC DONATION 50000 DECRIMINALIZE SEX WORK 360 NUECES ST SUITE 1102 AUSTIN TX 78707 NONE PUBLIC DONATION 50000 DEL E WEBB CENTER FOR THE PERFORING ARTS 2001 W WICKENBURG WAY 3 WICKENBURG AZ 85390 NONE PUBLIC DONATION 75000 DEMENTIA SUPPORT NORTHWEST 2950 NEW MARKET ST 210 BELLINGHAM WA 98226 NONE PUBLIC DONATION 9725 ENDANGERED WOLF CENTER PO BOX 760 EUREKA MO 63025 NONE PUBLIC DONATION 50000 EROWID CENTER 4041 GRASS VALLEY HWY UNIT L AUBURN CA 95602 NONE PUBLIC DONATION 1000 GLOBAL GRATUTUDE ALLIANCE 5111 TELEGRAPH AVE 310 OAKLAND CA 94609 NONE PUBLIC DONATION 5000 GREEN BURIAL COUNCIL INTERNATIONAL 2720 COLD SPRINGS RD PLACEVILLE CA 95667 NONE PUBLIC DONATION 20000 HEADLANDS CENTER FOR THE ARTS 944 FORT BARRY SUASALITO CA 94941 NONE PUBLIC DONATION 1500 HEFFTER RESEARCH INSTITUTE 369 MONTEZUMA AVE 153 SANTA FE NM 87508 NONE PUBLIC DONATION 362000 HEROIC HEARTS PROJECT 832 21ST AVE NEW SMYRNA BEACH FL 32169 NONE PUBLIC DONATION 60000 HOMIES UNIDIOS INC 2105 BEVERLY BLVD STE 203 LOS ANGELES CA 90057 NONE PUBLIC DONATION 5000 HOSPICE GIVING FOUNDATION 80 GARDEN COURT SUITE 201 MONTEREY CA 93940 NONE PUBLIC DONATION 3000 HUMANE SOCIETY OF WICKENBURG 4000 INDUSTRIAL RD WICKENBURG AZ 85390 NONE PUBLIC DONATION 10000 INQUIRING SYSTEMS 101 BROOKWAY AVE SUITE 204 SANTA ROSA CA 95404 NONE PUBLIC DONATION 15000 JOYMAKER USA 504 DUFOUR ST SANTA CRUZ CA 95404 NONE PUBLIC DONATION 1500 LHAQ'TEMISH FOUNDATION 2665 KWINA RD BELLINGHAM WA 98226 NONE PUBLIC DONATION 5000 LIGHTHAWK CONSERVATION FLYING PO BOX 91329 DENVER CO 80291 NONE PUBLIC DONATION 25000 MAPS 4525 SCOTTS VALLEY DR SCOTTS VALLEY CA 95066 NONE PUBLIC DONATION 73050 MUJERES ALIADAS 5803 N CAMINO ESPEDORA TUCSON AZ 85718 NONE PUBLIC DONATION 2000 NATIVE AMERICAN CHURCH OF OKLAHOMA 305 OPEL AVE RED ROCK OK 73077 NONE PUBLIC DONATION 2500 NATIVE AMERICAN RIGHTS FUND 1506 BROADWAY BOULDER CO 80302 NONE PUBLIC DONATION 100000 PRESIDENT & FELLOWS OF HARVARD COLLEGE 100 FEDERAL ST BOSTON MA 02110 NONE PUBLIC DONATION 5000 RE SOURCES 2309 MERIDAN BELLINGHAM WA 98225 NONE PUBLIC DONATION 9725 SACHA WARMI CENTER FRIENDS OF SACHA WARMI PO BOX 696 BOLINAS CA 94924 NONE PUBLIC DONATION 2000 SAN FRANCISCO ZEN CENTER 222 BROADWAY NEW YORK NY 10038 NONE PUBLIC DONATION 19100 SKAGIT ANIMALS IN NEED PO BOX 200 BOW WA 98232 NONE PUBLIC DONATION 9725 SOCIAL GOOD FUND 2503 W 75TH ST NAPERVILLE IL 60540 NONE PUBLIC DONATION 2500 SPARK MUSEUM 1312 BAY ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 2500 STAND 1329 N STATE ST SUITE 302 BELLINGHAM WA 98225 NONE PUBLIC DONATION 75000 TIDES FOUNDATION PO BOX 399389 SAN FRANCISCO CA 94139 NONE PUBLIC DONATION 5000 TIOGNAKA TAWOWAKAN OTOKAHE 22910 FOREST RD RAPID CITY SD 57702 NONE PUBLIC DONATION 91500 UNITY CARE NORTHWEST 220 UNITY ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 9725 USONA INSTITUTE 2800 WOODS HOLLOW ROAD MADISON WI 53711 NONE PUBLIC DONATION 10000 VENTANA WILDERNESS ALLIANCE PO BOX 506 SANTA CRUZ CA 95061 NONE PUBLIC DONATION 2500 VIPASSANA SANTA CRUZ DBA INSIGHT SANTA CRUZ 740 FRONT STSTE 240 SANTA CRUZ CA 95060 NONE PUBLIC DONATION 10000 WASHINGTON INNOCENCE PROJECT PO BOX 85110 SEATTLE WA 98145 NONE PUBLIC DONATION 150000 WCH FOUNDATION 520 ROSE LANE WICKENBURG AZ 85390 NONE PUBLIC DONATION 2400 WHATCOM FAMILY YMCA 1256 STATE ST BELLINGHAM WA 98225 NONE PUBLIC DONATION 1250 WHATCOM HUMANE SOCIETY 2172 DIVISION ST BELLINGHAM WA 98226 NONE PUBLIC DONATION 9725 WINGS PROGRAM INC 208 RUSTY SPUR WAY CORVALLIS OR 59828 NONE PUBLIC DONATION 15000 WOLF HAVEN INTERNATIONAL 3111 OFFUT LAKE RD SE TENINO WA 98589 NONE PUBLIC DONATION 150000 1762150 0 14 188 14 672451 18 2232528 REFUNDED 2019 DISBURSEMENTS FOR CHARITABLE PURPOSES 01 13728 0 2918895 0 2918895 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 2 MST 2020 CHARITABLE LEAD ANNUITY TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 608462 X ACCOUNTING FEES 86125 60287 25838 CORPORATE BONDS 14955790 15652561 CORPORATE STOCKS 7865346 18237428 1859878 1964916 0 0 REFUNDED 2019 DISBURSEMENTS FOR CHARITABLE PURPOSES 13728 13728 BUSINESS FEES 10198 0 10198 INVESTMENT MANAGEMENT FEES 297192 297192 0 FOREIGN INCOME TAXES 2980 2980 0 FEDERAL TAXES 30000 30000 0