BAGLEY AND VIRGINIA WRIGHT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BAGLEY AND VIRGINIA WRIGHT FOUNDATION (EIN 91-6526097)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103027
- Schema version
- 2019v5.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:40:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 SUITE 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 | 2019-01-01 | 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 NO 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 | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S ALBEE | PreparerPersonNm |
| PTIN | P00039081 | PTIN |
| Phone | 4256252694 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.209.182.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:43:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D1832CC623BD8A4B98EC05CDA04907AECAB4DDE2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D1832CC623BD8A4B98EC05CDA04907AECAB4DDE2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,574,978 | 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 | $23,245 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$197,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,018,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,369 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $769 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$82,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,220 | 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 | $9,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,857 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $868 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,989 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,392,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,392,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,472,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,443,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,554,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,782 | CashBOYAmt |
| Cash EOY | $76,547 | CashEOYAmt |
| Cash EOYFMV | $76,547 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $289,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,714 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,777,590 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,164,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,235,352 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $944,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $798,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $243,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,286,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,895,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,574,978 | 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 | $4,286,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,895,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,286,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,286,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,895,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,286,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,554,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $163,151 | OtherIncreasesAmt |
| Subtotal | $1,895,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| LITIGATION SETTLEMENT PROCEEDS | P | 2019-06-24 | $124 | $124 | $124 | ||
| FROM K-1 TIFF PARTNERS IV LLC | P | -$200,849 | -$200,849 | $200,849 | |||
| PUBLICLY TRADED SECURITIES | $924 | -$2 | -$2 | $926 | |||
| PUBLICLY TRADED SECURITIES | $1,951,634 | $9,905 | $9,905 | $1,941,729 | |||
| WATERSCHED CAPITAL INSTITUTIONAL PARTNERS LP | P | 2019-06-27 | $3 | $3 | $3 | ||
| ETON PARK OVERSEAS FUND, LTD | P | 2019-02-13 | $3,854 | -$24,307 | -$24,307 | $28,161 | 2007-01-01 |
| HALL CAPITAL SPEC OPPORTUNITIES | P | $2,720 | $2,720 | $2,720 | |||
| DISTRIBUTION IN EXCESS OF BASIS - HALL CAPITAL SPEC OPPORTUNITIES | P | $44,401 | $44,401 | $44,401 | |||
| CAPITAL GAINS DIVIDENDS | P | $14,982 | $14,982 | $14,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$153,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,378,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,718,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.415989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,077,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,663,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,546,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,708,361 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,395,388 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,979,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,447,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,937,929 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145639 | DistributionYr5Rt |
| Total Distribution | 1.294967 | TotalDistributionRt |
| Average Distribution | 0.258993 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,545,212 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $918,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $918,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,443,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,705 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,705 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,086 | OverpaymentAmt |
| Applied To ES Tax | $6,086 | 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 | 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 | $45,912 | 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 | $2,991,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $243,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,599,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,599,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,545,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $619 | TotalTaxAmt |
| Distributable Before Adj | $176,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,443,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,443,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $619 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,442,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,802,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,064,099 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,699,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,095,573 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,662,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,443,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,266,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,928,890 | 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 | $9,928,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,802,779 | ExcessFromYear4Amt |
| Excess From Year3 | $2,064,099 | ExcessFromYear3Amt |
| Excess From Year2 | $1,699,812 | ExcessFromYear2Amt |
| Excess From Year1 | $2,095,573 | ExcessFromYear1Amt |
| Excess From Current Year | $2,266,627 | ExcessFromCurrentYearAmt |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | OPERATING | $1,000 |
| ARTSFUND | |||||||
| 10 HARRISON ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $1,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | OPERATING | $25,000 |
| BLOEDEL RESERVE | |||||||
| 7571 NE DOLPHIN DRIVE | BAINBRIDGE ISLAND | WA | 98110 | NONE | POF | OPERATING | $325,000 |
| CATSKILL ART SOCIETY | |||||||
| 48 MAIN ST | LIVINGSTON MANOR | NY | 12758 | NONE | PC | OPERATING | $50,000 |
| CEDAR SIGO | |||||||
| 555 BARTLETT 324 | SAN FRANCISCO | CA | 94110 | NONE | I | POET LECTURE SERIES | $20,000 |
| CORNELL UNIVERSITY | |||||||
| 144 EAST AVE | ITHACA | NY | 14853 | NONE | PC | OPERATING | $5,000 |
| DIA CENTER FOR THE ARTS | |||||||
| 535 W 22ND ST | NEW YORK | NY | 10011 | NONE | PC | OPERATING | $5,000 |
| DOUGLAS KEARNEY | |||||||
| 952 IGLEHART AVE | ST PAUL | MN | 55104 | NONE | I | POET LECTURE SERIES | $20,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | NC | 20009 | NONE | PC | OPERATING | $1,000 |
| EPIPHANY SCHOOL | |||||||
| 3611 EAST DENNY WAY | SEATTLE | WA | 98122 | NONE | PC | OPERATING | $5,000 |
| FOLIO THE SEATTLE ATHENAEUM | |||||||
| 314 MARION ST | SEATTLE | WA | 98104 | NONE | PC | OPERATING | $500 |
| FOUNDATION FOR ART PRESERVATION IN EMBASSIES | |||||||
| 1725 I ST NW 300 | WASHINGTON | DC | 20006 | NONE | PC | OPERATING | $2,500 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $1,000 |
| FRIENDS OF WATERFRONT SEATTLE | |||||||
| PO BOX 21272 | SEATTLE | WA | 98111 | NONE | PC | OPERATING | $375,000 |
| HENRY GALLERY | |||||||
| PO BOX 351410 | SEATTLE | WA | 98195 | NONE | PC | OPERATING | $130,000 |
| ISLANDWOOD | |||||||
| 4450 BIKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | OPERATING | $10,000 |
| KCTS | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $5,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | OPERATING | $10,000 |
| NA'AH LILAHEE FUND | |||||||
| 1620 18TH AVE SUITE 101 | SEATTLE | WA | 98122 | NONE | PC | OPERATING | $5,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | OPERATING | $1,000 |
| ON THE BOARDS | |||||||
| 100 W ROY ST | SEATTLE | WA | 98119 | NONE | PC | OPERATING | $2,500 |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $10,000 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | OPERATING | $1,500 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08544 | NONE | PC | OPERATING | $7,500 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | OPERATING | $5,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD ST | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING | $1,500 |
| SEATTLE ART MUSEUM | |||||||
| 100 UNIVERSITY STREET | SEATTLE | WA | 98122 | NONE | PC | ENDOWMENT | $1,100,000 |
| SEATTLE ARTS AND LECTURES | |||||||
| 205 S FINDLAY ST | SEATTLE | WA | 98108 | NONE | PC | OPERATING | $1,250 |
| SEATTLE OPERA | |||||||
| PO BOX 9248 | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $12,500 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 155 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $25,000 |
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | PC | OPERATING | $10,000 |
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | |||||||
| 1 ART SCHOOL RD | SKOWHEGAN | ME | 04950 | NONE | PC | OPERATING | $500 |
| ST MARKS CATHEDRAL | |||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | NONE | PC | OPERATING | $1,200 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PC | OPERATING | $5,000 |
| THE MASTERS SCHOOL | |||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 10522 | NONE | PC | OPERATING | $110,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | PC | OPERATING | $25,000 |
| WESTERN FOUNDATION | |||||||
| OLD MAIN 430 MS 904 516 HIGH ST | BELLINGHAM | WA | 98225 | NONE | PC | OPERATING | $75,000 |
| WORLD WILDLIFE | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,392,450 | 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 | $5,376 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,075 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$197,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$105,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$105,604 | 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 | JULIE LISTER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $23,245 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,660 | Amt |
| Net Investment Income | $4,830 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,830 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND | $262,077 | $283,301 |
| DODGE & COX INTERNATIONAL STOCK FUND | $335,059 | $327,841 |
| VANGUARD TOTAL STK MKT ETF | $403,101 | $624,210 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ALTERNATIVE INVESTMENTS | AT COST | $769,159 | $213,933 |
| TIFF PARTNERS IV, LLC | AT COST | $29,060 | $29,060 |
| DIVIDENDS RECEIVABLE | AT COST | $372 | $372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LECTURE SERIES EXPENSES | $45,912 | $0 | $45,912 |
| LICENSES AND FEES | $77 | $0 | $77 |
| FROM K-1 TIFF PARTNERS IV | $868 | $868 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HALL CAPITAL SPEC OPPORTUNITIES | $769 | $769 | $769 |
| TAX REFUNDS | $600 | $0 | $600 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCE TIFF PARTNERSHIP | Desc |
| Amt | $163,151 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HALL CAPITAL SPEC OPPORTUNITIES | $2,868 | $2,868 | $0 |
| FROM K-1 TIFF PARTNERS IV | $13,725 | $13,725 | $0 |
| INVESTMENT MANAGEMENT FEES | $5,874 | $5,874 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE LISTER TRUST | BusinessNameLine1Txt |
US Address USAddress
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,179 | Amt |
| Net Investment Income | $1,179 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments