BETA

LADY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LADY FOUNDATION (EIN 27-0400100)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201821299349101657
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T12:54:22-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Phone2062648200PhoneNum

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
Phone2062648200PhoneNum
Signature2018-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S ALBEEPreparerPersonNm
PTINP00039081PTIN
Phone4256252694PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,993,832FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$228,386ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$59,126DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,126DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,461NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,316GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,461CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$309,973TotalRevAndExpnssAmt
Total Net Invst Incm$81,587TotalNetInvstIncmAmt
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$2,493AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,247AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,246AccountingFeesChrtblPrpsAmt
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$2,237TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,682TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,929TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,291TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,929TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,291TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$207,198ExcessRevenueOverExpensesAmt
Net Investment Income$70,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$378,815SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$367,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$367,698SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,249,187CorporateStockBOYAmt
Corporate Stock EOY$1,317,302CorporateStockEOYAmt
Corporate Stock EOYFMV$1,829,953CorporateStockEOYFMVAmt
Corporate Bonds BOY$649,460CorporateBondsBOYAmt
Corporate Bonds EOY$797,460CorporateBondsEOYAmt
Corporate Bonds EOYFMV$796,181CorporateBondsEOYFMVAmt
Total Assets BOY$2,277,462TotalAssetsBOYAmt
Total Assets EOY$2,482,460TotalAssetsEOYAmt
Total Assets EOYFMV$2,993,832TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,200OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,275,262RetainedEarningBOYAmt
Retained Earning EOY$2,482,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,275,262TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,482,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,277,462TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,482,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,275,262TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$207,198ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,482,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,482,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$56,945$35,855$21,090$21,090
CAPITAL GAINS DIVIDENDSP$1,371$1,371$1,371
FieldValueIRS element (for citing)
Capital Gain Net Income$22,461CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$101,112AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,241,858NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045102DistributionYr1Rt
Adjusted Qlfy Distri Yr2$91,085AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,166,412NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042044DistributionYr2Rt
Adjusted Qlfy Distri Yr3$117,993AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,090,083NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056454DistributionYr3Rt
Adjusted Qlfy Distri Yr4$185,159AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,984,188NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.093317DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,195AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,078,269NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048406DistributionYr5Rt
Total Distribution0.285323TotalDistributionRt
Average Distribution0.057065AverageDistributionRt
Net Vl Noncharitable Assets$2,632,865NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$150,244AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$707NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$150,951AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,291QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,413InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,413SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,413TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$453TaxDueAmt

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 Line1JAN DAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062648200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 2ND AVE 2640AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
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

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
1301 2ND AVE 2640SEATTLEWA98101TRUSTEE1.00$0$0$0
ADA WRIGHT
1301 2ND AVE 2640SEATTLEWA98101TRUSTEE1.00$0$0$0
LUCY POTTER
1301 2ND AVE 2640SEATTLEWA98101TRUSTEE1.00$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$2,387,730AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$285,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,672,959TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,672,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,094CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,632,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,413TaxBasedOnInvestmentIncomeAmt
Total Tax$1,413TotalTaxAmt
Distributable Before Adj$130,230DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$130,230DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$130,230DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,291ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,291QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,291AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$130,230DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,941ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,355ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$26,296TotalExcessDistributionCyovAmt
Qualifying Distributions$91,291QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$91,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$26,296ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$26,296ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,643UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ON THE BOARDSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 W ROY STAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98119ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDGrantOrContributionPurposeTxt
Amt$90,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,126ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$81,587ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,587TotalIncomeProducingActyAmt

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 STREET SUITE 1620BELLEVUEWA98004$36,329Yes (X)
2013 VBW CLAT 1010
210900 NE 8TH STREET SUITE 1620BELLEVUEWA98004$192,057Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,493Amt
Net Investment Income$1,247NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,246DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
METROPOLITAN WEST TOTAL RETURN BOND FUND$697,460$687,660
BRANDYWINE GLOBAL OPPTY BOND FUND$100,000$108,521

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE ALL WORLD$786,843$910,103
VANGUARD TOTAL STOCK MARKET ETF$530,459$919,850

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSE FEE$25$0$25
BANK FEES$20$0$20

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO TRUSTEEDesc
BOY Book Value$2,200BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,682$1,682$0
FEDERAL EXCISE TAX$555$0$0

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