RIVERSTYX FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSTYX FOUNDATION (EIN 94-3373712)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349103830
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T11:54:31-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201943775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Presnell Gage PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 S Washington Suite 202 | AddressLine1Txt |
| City | Moscow | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943373712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVERSTYX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 2536770098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 CLEVELAND AVENUE 1026 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CODY SWIFT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON L RANISATE | PreparerPersonNm |
| PTIN | P00436956 | PTIN |
| Phone | 2088822211 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $8,372,842 | 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 | $4,207 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113,620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,620 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $113,620 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,798 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,798 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,072,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,560,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,072,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,219,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,215,200 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $142,418 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,718 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,718 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,317 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $662,012 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,958 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $511,054 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,008 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,008 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,209 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $126,192 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $126,193 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $865,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $674,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,066,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,874,874 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$846,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,024,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $142,418 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $938,553 | CashBOYAmt |
| Cash EOY | $691,435 | CashEOYAmt |
| Cash EOYFMV | $691,435 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $517,650 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $60,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $517,650 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $517,650 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $198,160 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,540 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,633 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,575,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,821,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,739,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,935,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,342,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,275,455 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $650,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,049,724 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,049,724 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,357,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,522,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,372,842 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $11,809 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $11,809 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,357,247 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,510,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,357,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,510,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,357,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,522,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,357,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$846,646 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,510,601 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,510,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST PUBLICLY TRADED SEC | P | 2024-01-01 | 2024-01-02 | $30,759 | $37,553 | -$6,794 | -$6,794 |
| LT PUBLICLY TRADED SEC | P | 2022-01-01 | 2024-01-02 | $1,529,270 | $449,782 | $1,079,488 | $1,079,488 |
| Capital Gain Distributions | P | 2022-01-01 | 2024-01-02 | $88 | $88 | $88 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,072,782 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,794 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,234 | SubtotalAmt |
| Tax Based On Investment Income | $14,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,181 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,181 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,947 | OverpaymentAmt |
| Applied To ES Tax | $16,947 | 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 |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RIVERSTYXFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hilary Friedrich | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3602011203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 Cleveland Avenue 1026 | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| T CODY SWIFT | ||||||
| 2222 CLEVELAND AVENUE 1026 | SANTA ROSA | CA | 95403 | President | 20.00 | $0 |
| MIRIAM VOLAT | ||||||
| 2222 CLEVELAND AVENUE 1026 | SANTA ROSA | CA | 95403 | Secretary | 40.00 | $0 |
| KEVIN BAYUK | ||||||
| 2222 CLEVELAND AVENUE 1026 | SANTA ROSA | CA | 95403 | Treasurer | 17.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RIVERPSYKHE INC | |||||
| 10510 NORTHUP WAY STE 300 | KIRKLAND | WA | 98033 | MANAGEMENT | $556,000 |
| VWC PS | |||||
| 10510 NORTHUP WAY STE 300 | KIRKLAND | WA | 98033 | ACCOUNTING | $53,310 |
| BADGLEY PHELPS INVESTMENT MANAGERS | |||||
| 1420 FIFTH AVE STE 3200 | SEATTLE | WA | 98101 | INVESTMENT | $57,882 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 46 DIFFERENT CHARITIES DURING 2024. | Description1Txt |
| Expenses1 | $674,416 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | An investment of $300,000 was made into 2A Biosciences, INC. | Description1Txt |
| Expenses1 | $300,000 | Expenses1Amt |
| Description2 | An investment of $50,000 was made into Wasted* P.B.C. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $49,724 | AllOtherProgramRltdInvstTotAmt |
| Total | $399,724 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,090,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $722,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,147,818 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,960,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,960,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,826,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,234 | TotalTaxAmt |
| Distributable Before Adj | $427,088 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $427,088 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $427,088 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,874,874 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $399,724 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,274,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,088 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $943,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $943,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,274,598 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $427,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,847,510 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,790,660 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,790,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $943,150 | ExcessFromYear1Amt |
| Excess From Current Year | $1,847,510 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T CODY SWIFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHACRUNA INSTITUTE | ||||||||||||
| 1650 CALIFORNIA ST 10 | SAN FRANCISCO | CA | 94109 | NONE | PC | Conference Support | $2,500 | |||||
| CLUSTERBUSTERS INC | ||||||||||||
| 3850 GASKINS RD SUITE 120 | RICHMOND | VA | 23233 | NONE | PC | Seed Funding Coordinating Research, Education, and Outreach exploring psychedelics for physiological illnesses | $52,000 | |||||
| ECOLOGY ACTION OF SANTA CRUZ | ||||||||||||
| 877 CEDAR ST | SANTA CRUZ | CA | 95060 | NONE | PC | City Bicycle Infrastructure Planning | $40,000 | |||||
| HEALING ADVOCACY FUND | ||||||||||||
| 8110 SE RAMONA STREET | PORTLAND | OR | 97206 | NONE | PC | Oregon and Colorado Psilocybin Implementation | $30,000 | |||||
| HORIZON CENTER PBC | ||||||||||||
| 1216 FIFTH AVE | NEW YORK | NY | 10029 | NONE | PC | Psychedelic Conference NY | $10,000 | |||||
| INDIGENOUS MEDICINE CONSERVATION FU | ||||||||||||
| 2222 CLEVELAND AVE 1014 | SANTA ROSA | CA | 95403 | NONE | PC | Indigenous Community Assessment - Coca Leaf | $10,000 | |||||
| INTERNATIONAL DARK SKY ASSOCIATION | ||||||||||||
| 5049 E BROADWAY BLVD SUITE 105 | TUSCON | AZ | 85711 | NONE | PC | Protecting Dark Night Skies from Light Pollution | $20,000 | |||||
| INTERNATIONAL SOCIETY FOR RESEARCH | ||||||||||||
| 3001 MERCER UNIVERSITY DR | ATLANTA | GA | 30341 | NONE | PC | 2025 Conference Support | $2,000 | |||||
| JOHNS HOPKINS UNIVERSITY DEVELOPMEN | ||||||||||||
| ONE MT PLAZA | BUFFALO | NY | 14203 | NONE | PC | Psilocybin and Alzheimer's Study | $50,000 | |||||
| LIGARE INC | ||||||||||||
| 3 WHLLY AVE | SAVANNAH | GA | 31406 | NONE | PC | General Support | $80,000 | |||||
| PACHAMAMA ALLIANCE | ||||||||||||
| PRESIDIO BUILDING 1009 2ND FLOOR | SAN FRANCISCO | CA | 94129 | NONE | PC | Conservation in the Amazon Rainforest | $5,000 | |||||
| PRISION UNIVERSITY PROJECT | ||||||||||||
| 2165 FRANCISCO BLVD E STE A | SAN RAFAEL | CA | 94901 | NONE | PC | San Quentin Prison Education | $6,000 | |||||
| SAN FRANCISCO ZEN CENTER | ||||||||||||
| 222 BROADWAY | NEW YORK | NY | 10038 | NONE | PC | Zen Firefighter Retreat | $11,000 | |||||
| SEATTLE UNIVERSITY MAP PROGRAM | ||||||||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | MAP Program Existential-Phenomenological Psychology | $5,000 | |||||
| URBAN INDIGENEOUS COLLECTIVE | ||||||||||||
| 315 W 39TH STREET SUITE 1206 | NEW YORK | NY | 10018 | NONE | PC | General Operating Support for Urban Natives in NY | $5,000 | |||||
| MAPS | ||||||||||||
| 4525 SCOTTS VALLEY DR | SCOTTS VALLEY | CA | 95066 | NONE | PC | General Support | $26,000 | |||||
| ALMA INSTITUTE | ||||||||||||
| 401 NE 19TH SUITE 200 | PORTLAND | OR | 97232 | NONE | PC | Communities of Color Psilocybin Service Center Development in OR | $25,000 | |||||
| LSU Health Sciences Center | ||||||||||||
| 433 Bolivar St 6th Floor | New Orleans | LA | 70112 | NONE | PC | General Support | $10,000 | |||||
| Usona Institute Inc | ||||||||||||
| 2800 Woods Hollow Rd | Madison | WI | 53711 | NONE | PC | Legal Work Challenging Egregious Ayahuasca Patents | $14,000 | |||||
| psilocybin assisted therapy associa | ||||||||||||
| 780 NW 163rd Ave | PORTLAND | OR | 97229 | NONE | PC | Fibromyalgia Study | $10,000 | |||||
| SSDP Students for Sensible Drug Pol | ||||||||||||
| 1800 M St NW 33051 | WASHINGTON | DC | 20036 | NONE | PC | Effort to keep DOI/DOC from being scheduled | $35,000 | |||||
| Women's Visionary Council | ||||||||||||
| PO Box 5035 | BERKELEY | CA | 94705 | NONE | PC | Women's Psychedelic Conference | $7,500 | |||||
| McKenna Academy OF NATURAL PHILOSOP | ||||||||||||
| 4460 Redwood Hwy No 547 | San Rafael | CA | 94903 | NONE | PC | 2025 Coca Leaf Conference | $15,000 | |||||
| NYU Langone | ||||||||||||
| 550 First Avenue | NEW YORK | NY | 10016 | NONE | PC | Therapist funding support for the psilocybin advanced cancer study funded by NCI | $15,000 | |||||
| coalition for compassionate care ca | ||||||||||||
| 2530 River Plaza Drive Suite 200 | Sacramento | CA | 95833 | NONE | PC | Conference Event Sponsorship: Psychedelic Assisted Therapies in Palliative Care | $1,000 | |||||
| UC Berkeley Center for Psychedelics | ||||||||||||
| 110 Sproul Hall | BERKELEY | CA | 94720 | NONE | PC | Riverstyx Foundation BIPOC Diversity Scholarship | $21,500 | |||||
| chaikuni institute | ||||||||||||
| NONE | PC | Supporting Indigenous Shipibo people in protection of the Peruvian Amazon | $13,000 | 993 Putumayo street | Iquitos | Loreto-Mayn | PE | 16000 | ||||
| DINE YOUTH | ||||||||||||
| PO Box 1599 | Window Rock | AZ | 86515 | NONE | PC | Din Youth Conference Support | $2,000 | |||||
| Gaudete Films | ||||||||||||
| NONE | PC | General Support | $82,000 | 57 Bachly Crescent | King | Ontario | CA | L7B 0E8 | ||||
| Healing Breakthrough | ||||||||||||
| 1040 Court St | San Rafael | CA | 94901 | NONE | PC | Veterans Advocacy | $12,500 | |||||
| Youth Passageways | ||||||||||||
| PO Box 46631 | KANSAS CITY | MO | 64188 | NONE | PC | Lakota Prayer Lodge | $183,000 | |||||
| Occidental Arts and Ecology Center | ||||||||||||
| 15290 Coleman Valley RD | Occidental | CA | 95465 | NONE | PC | Water Sustainability Design | $15,000 | |||||
| Bendable Therapy | ||||||||||||
| 521 NW Harriman St | BEND | OR | 97703 | NONE | PC | Environmental Activist Psilocybin Retreat (EARTH) | $23,480 | |||||
| Indigenous Medicine Conservation Fu | ||||||||||||
| 2222 CLEVELAND AVE 1014 | SANTA ROSA | CA | 95403 | NONE | PC | Huachuma Collective - Huachuma/San Pedro Conservation in Peru | $50,000 | |||||
| Stichting Transnational Institute | ||||||||||||
| NONE | PC | Coca Leaf Advocacy Work in the World Health Organization (100k pledge) | $50,000 | PO Box 14656 | Amsterdam | The Netherlands | NL | 1001 | ||||
| Resolution Washington | ||||||||||||
| PO Box 6184 | Olympia | WA | 98507 | NONE | PC | WA Statewide Mediation Advocacy | $25,000 | |||||
| Innovate Health | ||||||||||||
| PO Box 1534 | Buffalo | NY | 14231 | NONE | PC | Psilocybin Pilot Program for Environmental Scientists | $17,300 | |||||
| Netherlands-America Foundation | ||||||||||||
| 505 8th Avenue Ste 12A-05 | NEW YORK | NY | 10018 | NONE | PC | Xyrem for Cluster Headache Research | $50,000 | |||||
| Transforming Chaplaincy | ||||||||||||
| Suite 028 Annex 1653 West Congress | Chicago | IL | 60612 | NONE | PC | Psychedelic Chaplaincy Support | $5,000 | |||||
| Center for Action and Contemplation | ||||||||||||
| 1705 5 Points Rd SW | Albuquerque | NM | 87105 | NONE | PC | General Support | $5,000 | |||||
| Fireside Project | ||||||||||||
| 2443 Fillmore St | SAN FRANCISCO | CA | 94115 | NONE | PC | General Support | $40,000 | |||||
| Indigenous Peyote Conservation Init | ||||||||||||
| 826 N FM 649 | Hebbronville | TX | 78361 | NONE | PC | general support | $50,000 | |||||
| Love Serve Remember Foundation | ||||||||||||
| 226 W Ojai Ave Ste 101 531 | OJAI | CA | 93023 | NONE | PC | General Support | $1,500 | |||||
| Pamaorama Global | ||||||||||||
| 2101 4th Ave Suite 2100 | SEATTLE | WA | 98121 | NONE | PC | Psychedelic Health Equity Initiative | $10,000 | |||||
| Psychedelic Science Funders Collabo | ||||||||||||
| PO Box 170235 | SAN FRANCISCO | CA | 94117 | NONE | PC | General Support | $12,500 | |||||
| Shefa Jewish Psychedelic Support | ||||||||||||
| NKA | BERKELY | CA | 94701 | NONE | PC | Portia Sofia | $10,000 | |||||
| Other honorariums | ||||||||||||
| NKA | NKA | CA | 95403 | NONE | I | research support | $34,678 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,458 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,620 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,072,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,215,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,215,200 | 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 | Yes (true) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(4) | LineNumberTxt |
| Involved | $556,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Riverpsykhe Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | management Fees for shared payroll expenses | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | T CODY SWIFT IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1458 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,449 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,005 SHARES UPS STOCKRECORDED ON BOOKS AS DONATION AT COST $49 | NoncashPropertyDesc |
| Fair Market Value | $800,400 | FairMarketValueAmt |
| Received | 2024-01-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,310 | Amt |
| Net Investment Income | $37,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,993 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | An investment of $49,724 was made into Mad Capital Agriculture (Perennial Fund II). | Desc |
| Amt | $49,724 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORPORATE BONDS | BondNm |
| EOY Book Value | $1,342,037 | EOYBookValueAmt |
| EOYFMV | $3,275,455 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $2,821,017 | EOYBookValueAmt |
| EOYFMV | $2,739,945 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,540 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,633 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,718 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,718 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN 2A BIOSCIENCES | $150,000 | $450,000 | $450,000 |
| investment in mad capital | $49,724 | ||
| Investment in Mad Capital | $49,724 | ||
| INVESTMENT IN MAPS | $500,000 | $500,000 | $500,000 |
| investment in wasted PBC | $50,000 | ||
| Investment in Wasted PBC | $50,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,703 | $1,696 | $7 |
| DUES & subscriptions | $5,745 | $5,745 | |
| IPCI Expenses | $4,971 | $4,971 | |
| OFFICE EXPENSE | $6,963 | $6,963 | |
| POSTAGE | $764 | $764 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $33,130 | $473 | $0 | $32,657 |
| CONTRACT LABOR | $15,000 | $0 | $0 | $15,000 |
| INVESTMENT MANAGEMENT FEES | $57,882 | $57,882 | $0 | $0 |
| management fees | $556,000 | $92,603 | $0 | $463,397 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CODY SWIFT IRREVOCABLE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1458 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98009 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAXES | CategoryTxt |
| Amt | $1,209 | Amt |
| Net Investment Income | $1,209 | NetInvestmentIncomeAmt |
Comments