THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349102915
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T13:59:31-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 2ND AVE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| In Care Of | % BADER MARTIN PS | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2066211900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE Suite FLOOR 34 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN ROTHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2066211900 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY M COURSHON | PreparerPersonNm |
| PTIN | P00080720 | PTIN |
| Phone | 2066211900 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.125.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91948320193185000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE5A96BD3A6A19A89C7221B4528CAC8683D3E00E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE5A96BD3A6A19A89C7221B4528CAC8683D3E00E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $13,907,898 | 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 | $76,056 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,060 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,060 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $822,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $458,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,888 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,313 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,313 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,042 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,021 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,623 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,622 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,287 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,329 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,329 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,002,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,002,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,154,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,111,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$695,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $350,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $570,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $563,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $563,765 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $952,308 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $372,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $352,758 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,489,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,564,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,344,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,874,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,690,529 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,598,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,651 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,934,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,238,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,907,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $13,934,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,238,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,934,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,238,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,934,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$695,557 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,238,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,238,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1638.153 SHORT-TERM INVEST-GR-ADM | P | 2017-07-07 | 2018-12-31 | $17,245 | $17,463 | -$218 | -$218 |
| 75000.000 CITI SR NT | D | 2014-07-07 | 2018-09-26 | $75,000 | $75,187 | -$187 | -$187 |
| 75000.000 GS SR NOTE | D | 2014-06-10 | 2018-07-19 | $75,000 | $75,314 | -$314 | -$314 |
| 75000.000 HOME DEPOT | D | 2014-06-10 | 2018-09-10 | $75,000 | $75,283 | -$283 | -$283 |
| 500000.000 UST TIPS | D | 2001-01-01 | 2018-01-12 | $579,424 | $587,218 | -$7,794 | -$7,794 |
| CAPITAL GAIN DIVIDENDS | P | $445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,351 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $600,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,019,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $628,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,900,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $622,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,204,771 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $281,032 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,897,549 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,623,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048979 | DistributionYr5Rt |
| Total Distribution | 0.289472 | TotalDistributionRt |
| Average Distribution | 0.057894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,073,005 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $872,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $876,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,111,640 | 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 | $3,503 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,503 | SubtotalAmt |
| Tax Based On Investment Income | $3,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,001 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,501 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,998 | OverpaymentAmt |
| Applied To ES Tax | $11,998 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER MARTIN PS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066211900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE FLOOR 34 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | false | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| judy m Courshon | |||||||||
| 1000 SECOND AVENUE | SEATTLE | WA | 98104 | TRUSTEE | 1.0 | $0 | $0 | $0 | |
| robin rothe | |||||||||
| 1000 second avenue | seattle | WA | 98104 | TRUSTEE | 35.0 | $85,313 | $0 | $0 | floor 34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,356,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $898,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,570 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,302,543 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,302,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,073,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $753,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $753,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,503 | TotalTaxAmt |
| Distributable Before Adj | $750,147 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $750,147 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $750,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,111,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,111,640 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,503 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,108,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $750,147 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $355,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,111,640 | QualifyingDistributionsAmt |
| Applied To Current Year | $750,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $361,493 | RemainingDistriFromCorpusAmt |
| Total Corpus | $717,098 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $717,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $355,605 | ExcessFromYear1Amt |
| Excess From Current Year | $361,493 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBIN ROTHE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amara | |||||||
| 5907 Martin Luther King Jr Way Sou | seATTLE | WA | 98118 | none | PC | General Funding | $2,300 |
| AMARA | |||||||
| 5907 Martin Luther King Jr Way Sou | SEATTLE | WA | 98118 | NONE | PC | ENDOWMENT FUND | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,002,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,060 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $382,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,537 | 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 |
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 Person | ESTATE OF THOMAS C WRIGHT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SECOND AVENUE FLOOR 34 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $76,056 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $17,245 | Amt |
| Net Investment Income | $8,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,622 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MKT INDEX | $1,905,515 | $1,846,149 |
| VANGUARD Inter-Term Invest-Gr | $1,014,960 | $970,351 |
| VANGUARD Short-Term Invest-Gr | $453,875 | $444,732 |
| VANGUARD Tot Intl Bond Ix Admi | $2,013,540 | $2,036,485 |
| GOLDMAN SACHS GROUP INC NOTE C | $0 | $0 |
| HOME DEPOT INC NOTE CPN 2.250% | $0 | $0 |
| CITIGROUP INC NOTE CPN 2.500% | $0 | $0 |
| AT&T INC NOTE CPN 2.300% DUE 0 | $75,021 | $74,867 |
| BERKSHIRE HATHAWAY FIN NOTE CP | $75,580 | $75,257 |
| WAL-MART STORES INC NOTE CPN 3 | $76,125 | $75,732 |
| PEPSICO INC NOTE CPN 3.125% DU | $75,913 | $75,333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD Tot Intl Stock Ix Adm | $2,706,856 | $2,806,986 |
| VANGUARD Total Stock Mkt Idx A | $3,857,622 | $4,537,832 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $372,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $352,758 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Jones Lang Lasalle Income Prop | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $47,489 | BookValueAmt |
| EOYFMV | $47,651 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | CategoryTxt |
| Legal Fees | $4,042 | LegalFeesAmt |
| Net Investment Income | $2,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,021 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INvestment fees | $22,810 | $22,810 | |
| INSURANCE | $1,438 | $1,438 | |
| DUES AND SUBSCRIPTIONS | $146 | $146 | |
| parking | $174 | $174 | |
| supplies | $434 | $434 | |
| MISCELLANEOUS | $476 | $476 | |
| PAYROLL FEES | $100 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| foreign tax | $7,175 | $7,175 | |
| payroll taxes | $7,287 | $7,287 | |
| ESTIMATED TAXES | $1,881 |
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