BETA

LADY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LADY FOUNDATION (EIN 27-0400100)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-16
IRS object ID
202042609349101104
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-16T14:01:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814659652PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALPINE PS CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 8TH ST SUITE 1620AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270400100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LADY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ALPINE PS CPASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLADYBusinessNameControlTxt
Phone4256252694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110900 NE 8TH STREET NO 1620AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMERRILL B WRIGHTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4256252694PhoneNum
Signature2020-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S ALBEEPreparerPersonNm
PTINP00039081PTIN
Phone4256252694PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.209.182.234IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-28IPDt
IP Tm14:26:40IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD1832CC623BD8A4B98EC05CDA04907AECAB4DDE2AtSubmissionCreationDeviceId
At Submission Filing Device IdD1832CC623BD8A4B98EC05CDA04907AECAB4DDE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,504,845FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$328,876ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$277InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$277InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,992DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,992DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,901NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,901CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$412,046TotalRevAndExpnssAmt
Total Net Invst Incm$83,170TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,613AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,612AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,574TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,574TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,824TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,187TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,637TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$112,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$112,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$126,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,187TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$114,137TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$285,722ExcessRevenueOverExpensesAmt
Net Investment Income$70,983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$295,053SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$391,661SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$391,661SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$110,000USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$110,000USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,317,302CorporateStockBOYAmt
Corporate Stock EOY$1,397,026CorporateStockEOYAmt
Corporate Stock EOYFMV$2,076,390CorporateStockEOYFMVAmt
Corporate Bonds BOY$917,460CorporateBondsBOYAmt
Corporate Bonds EOY$916,850CorporateBondsEOYAmt
Corporate Bonds EOYFMV$926,794CorporateBondsEOYFMVAmt
Total Assets BOY$2,529,815TotalAssetsBOYAmt
Total Assets EOY$2,815,537TotalAssetsEOYAmt
Total Assets EOYFMV$3,504,845TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,529,815RetainedEarningBOYAmt
Retained Earning EOY$2,815,537RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,529,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,815,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,529,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,815,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,529,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$285,722ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,815,537SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,815,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,901GrossSalesPriceAmt
Gain Or Loss$1,901GainOrLossAmt
Gains Minus Excess Or Losses$1,901GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,901CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$283,438AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,863,569NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.098981DistributionYr1Rt
Adjusted Qlfy Distri Yr2$91,291AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,632,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034674DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,112AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,241,858NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045102DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,085AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,166,412NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042044DistributionYr4Rt
Adjusted Qlfy Distri Yr5$117,993AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,090,083NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056454DistributionYr5Rt
Total Distribution0.277255TotalDistributionRt
Average Distribution0.055451AverageDistributionRt
Net Vl Noncharitable Assets$3,001,923NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$166,460AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$710NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$167,170AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$114,137QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,420InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,420SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,420TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$828EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,600ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,428TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,008OverpaymentAmt
Applied To ES Tax$3,008AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALPINE PS CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4256252694PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 8TH ST SUITE 1620AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MERRILL WRIGHT
10900 NE 8TH ST SUITE 1620BELLEVUEWA98004TRUSTEE1.00$0$0$0
ADA WRIGHT
10900 NE 8TH ST SUITE 1620BELLEVUEWA98004TRUSTEE1.00$0$0$0
LUCY POTTER
10900 NE 8TH ST SUITE 1620BELLEVUEWA98004TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,929,105AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,047,638TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,047,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,001,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,096MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,420TaxBasedOnInvestmentIncomeAmt
Total Tax$1,420TotalTaxAmt
Distributable Before Adj$148,676DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$148,676DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$148,676DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,137ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$114,137QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$114,137AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,676DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$128,801ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$128,801TotalExcessDistributionCyovAmt
Qualifying Distributions$114,137QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,137AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$34,539ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,539ExcessDistributionCyovAppCYAmt
Total Corpus$94,262TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$94,262ExcessDistriCyovToNextYrAmt
Excess From Year1$94,262ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF WATERFRONT SEATTLE
1400 WESTERN AVESEATTLEWA98101NONEPCGENERAL FUND$62,500
ON THE BOARDS
100 W ROY STSEATTLEWA98119NONEPCGENERAL FUND$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$112,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$277ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,992ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,901ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,170ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,170TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
2013 VBW CLAT 515
110900 NE 8TH ST SUITE 1620BELLEVUEWA98004$52,314Yes (X)
2013 VBW CLAT 1010
210900 NE 8TH ST SUITE 1620BELLEVUEWA98004$276,562Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,225Amt
Net Investment Income$1,613NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,612DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
METROPOLITAN WEST TOTAL RETURN BOND FUND$697,460$705,077
BRANDYWINE GLOBAL OPPTY BOND FUND$219,390$221,717

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE ALL WORLD$866,568$979,809
VANGUARD TOTAL STOCK MARKET ETF$530,458$1,096,581

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$110,000USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$110,000USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSE FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$8,000Amt
Net Investment Income$8,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$2,574Amt
Net Investment Income$2,574NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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