2018-11-15T15:57:05-06:00 2017-12-31 911007261 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 990PF 2017-01-01 943373712 RIVERSTYX FOUNDATION RIVE 4252500051 C/O VWC 10510 NORTHUP WAY NO 300 KIRKLAND WA 98033 DON CARLIN CPA 4252500051 2018-11-15 1 RACHELLE A BENBOW P00193404 4252500051 2018-11-15 173.226.197.218 2018-11-15 13:42:12 PS P 95A60BDA7FFE96AD03AC34C8C39FB5AD5F034650 F35DD994CA96542793B2DDB6676EDE81021AC535 2017 2019-02-21 02:37:17Z X 35010769 X 745468 1319 1319 701761 701761 1013733 6953666 1013733 2462281 1716813 0 0 0 54540 40905 13635 331802 271998 59804 17371 17371 0 764 0 366 404477 330274 73805 1747066 1747066 2151543 330274 1820871 310738 1386539 2942293 3141779 3141779 360000 0 360000 360000 360000 1867867 1677498 1723564 8557384 7823515 15771843 12866356 13901846 14013583 26593900 26904638 35010769 0 0 X 0 0 0 0 26593900 26904638 26593900 26904638 26593900 26904638 26593900 310738 0 26904638 0 26904638 PUBLICLY TRADED SECURITIES - S/T 840283 842837 -2554 -2554 PUBLICLY TRADED SECURITIES - L/T 6112197 5097096 1015101 1015101 CAPITAL GAIN DISTRIBUTION 1186 1186 1186 1013733 0 1772597 31696301 0.055924 1826054 32469141 0.056240 1254797 32236804 0.038924 1520849 30606329 0.049691 1731745 28802086 0.060126 0.260905 0.052181 33163050 1730481 13865 1744346 1820871 X 13865 0 13865 0 13865 19447 10000 0 29447 X 9 15573 15573 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 1 0 0 1 WWW.RIVERSTYXFOUNDATION.ORG VWC PS 4252500051 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES L SWIFT 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 PRESIDENT 1.00 0 0 0 STEVE BRINN 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 SECRETARY 5.00 0 0 0 T CODY SWIFT 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 VICE PRESIDENT 15.00 0 0 0 DON R CARLIN 10510 NORTHUP WAY STE 300 KIRKLAND WA 98033 TREASURER 1.00 0 0 0 NONE 0 BADGLEY PHELPS INVESTMENT MANAGERS 1420 FIFTH AVE STE 3200 SEATTLE WA 98101 INVESTMENT 216141 FIDUCIA LLC 3825 INTERLAKE AVENUE N SUITE A SEATTLE WA 98103 INVESTMENT 55701 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 ACCOUNTING 54540 0 TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 56 DIFFERENT CHARITIES DURING 2017. 73804 0 31123695 2184376 360000 33668071 0 0 33668071 505021 33163050 1658153 1658153 13865 13865 1644288 0 1644288 0 1644288 1820871 0 1820871 13865 1807006 1644288 0 0 300259 7051 228095 204500 739905 1820871 0 0 0 1644288 176583 0 0 916488 0 0 0 0 0 0 300259 616229 7051 228095 204500 176583 JAMES L SWIFT X ACLU OF WASHINGTON FOUNDATION 901 5TH AVE STE 630 SEATTLE WA 98164 NONE PUBLIC CHARITY DONATION 10000 ACME ELEMENTARY PTA 5200 TURKINGTON RD ACME WA 98220 NONE PUBLIC CHARITY DONATION 5000 BELLINGHAM FESTIVAL OF MUSIC 5398 NIGHT HERON DR BLAINE WA 98230 NONE PUBLIC CHARITY DONATION 5000 BELLINGHAM WHATCOM FIREFIGHTERS BENEVOLENT FUND PO BOX 5401 BELLINGHAM WA 98227 NONE PUBLIC CHARITY DONATION 5000 BOOKS TO PRISONERS 8525 13TH AVE NW SEATTLE WA 98117 NONE PUBLIC CHARITY DONATION 2000 CHUCKANUT HEALTH FOUNDATION 1500 CORNWALL AVE 201 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 5750 COMMON THREADS 516 E NORTH ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 30000 CONSERVATION NORTHWEST 1208 BAY ST STE 201 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 75000 COSTIGAN FOUNDATION PO BOX 17559 SEATTLE WA 98127 NONE PUBLIC CHARITY DONATION 4500 CREATIVE THOUGHT & ACTION PO BOX 305 ASHFIELD MA 01330 NONE PUBLIC CHARITY DONATION 8000 DRUG POLICY ALLIANCE 70 WEST 36TH ST NEW YORK NY 10018 NONE PUBLIC CHARITY DONATION 75000 ECONOMIC OPPORTUNITY INSTITUTE 1900 N NORTHLAKE WAY STE 237 SEATTLE WA 98103 NONE PUBLIC CHARITY DONATION 20000 ERIE ENTHEOGENIC RESEARCH 2261 MARKET ST 2688 SAN FRANCISCO CA 94114 NONE PUBLIC CHARITY DONATION 500 EROWID CENTER 4041 GRASS VALLEY HWY UNIT L AUBURN WA 95602 NONE PUBLIC CHARITY DONATION 5000 FAMILIES AGAINST MANDATORY MINIMUMS 1100 H ST NW SUITE 1000 WASHINGTON DC DC 20005 NONE PUBLIC CHARITY DONATION 20000 FERNDALE COMMUNITY SERVICE COOPERATIVE 5694 2ND AVE FERNDALE WA 98248 NONE PUBLIC CHARITY DONATION 5000 FINAL EXIT NETWORK PO BOX 10071 TALLAHASSEE FL 32302 NONE PUBLIC CHARITY DONATION 20000 FUSE WASHINGTON 1402 3RD AVE STE 406 SEATTLE WA 98101 NONE PUBLIC CHARITY DONATION 100000 HEFFTER RESEARCH INSTITUTE 369 MONTEZUMA AVE SANTA FE NM 87501 NONE PUBLIC CHARITY DONATION 215000 HELPING HANDS FOODBANK 9386 FRUITDALE RD SEDRO WOOLLEY WA 98284 NONE PUBLIC CHARITY DONATION 5000 INNOCENCE PROJECT NORTHWEST (UW FOUNDATION) BOX 353020 SEATTLE WA 98195 NONE PUBLIC CHARITY DONATION 50000 INSTITUTE OF ECOTECHNICS 1 BLUEBIRD COURT SANTA FE NM 87505 NONE PUBLIC CHARITY DONATION 5000 KULSHAN AIKIKAI 13 PROSPECT ST 100 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 2000 LEAGUE OF WOMEN VOTERS PO BOX 4041 BELLINGHAM WA 98227 NONE PUBLIC CHARITY DONATION 1500 LIGHTHOUSE MISSION 910 W HOLLY ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 12000 MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS) 4525 SCOTTS VALLEY DR SCOTTS VALLEY CA 95066 NONE PUBLIC CHARITY DONATION 220590 MINDS INCORPORATED 4700 CONNECTICUT AVE NW 408 WASHINGTON DC 20008 NONE PUBLIC CHARITY DONATION 5000 NATIVE AMERICAN CHURCH NA - SOUTH DAKOTA CHAPTER ALLEN HOUSING LOOP 376 ALLEN SD 57714 NONE PUBLIC CHARITY DONATION 7000 NATIVE AMERICAN RIGHTS FUND (NARF) 1242 PEARL ST BOULDER CO 80302 NONE PUBLIC CHARITY DONATION 58276 NORTHWEST INDIAN COLLEGE 2522 KWINA RD BELLINGHAM WA 98226 NONE PUBLIC CHARITY DONATION 2500 NORTHWEST YOUTH SERVICES 1020 N STATE ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 50000 OPPORTUNITY COUNCIL 1111 CORNWALL AVE BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 33000 OUR TREEHOUSE 1212 INDIAN ST BELLINGHAM WA 98227 NONE PUBLIC CHARITY DONATION 7500 PLANNED PARENTHOOD 1530 ELLIS ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 12000 PORT OF SKAGIT 15400 AIRPORT DR BURLINGTON WA 98233 NONE PUBLIC CHARITY DONATION 50000 PUBLIC DEFENDER ASSOCIATION 110 PREFONTAINE PL S SUITE 502 SEATTLE WA 98104 NONE PUBLIC CHARITY DONATION 75000 RESOURCES 2309 MERIDIAN BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 600 RUBICON FOUNDATION 513 FEDERAL AVE E SEATTLE WA 98102 NONE PUBLIC CHARITY DONATION 5000 SEATTLE UNIVERSITY 900 BROADWAY SEATTLE WA 98104 NONE PUBLIC CHARITY DONATION 10000 SIGHTLINE INSTITUTE 1402 THIRD AVE STE 500 SEATTLE WA 98101 NONE PUBLIC CHARITY DONATION 30000 SKAGIT VALLEY COLLEGE 2405 E COLLEGE WAY MT VERNON WA 98273 NONE PUBLIC CHARITY DONATION 25000 SKAGIT VALLEY FAMILY YMCA 215 E FULTON ST MT VERNON WA 98273 NONE PUBLIC CHARITY DONATION 5000 SOCIAL JUSTICE FUND NORTHWEST 603 STEWART ST STE 1007 SEATTLE WA 98101 NONE PUBLIC CHARITY DONATION 80000 SOIL 124 CHURCH ROAD SHERBURNE NY 13460 NONE PUBLIC CHARITY DONATION 13000 STAND EARTH 1 HAIGHT ST SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY DONATION 50000 STUDENTS FOR SENSIBLE DRUG POLICY 1010 O ST NW 1 WASHINGTON DC 20001 NONE PUBLIC CHARITY DONATION 5000 SUSTAINABLE CONNECTIONS 1701 ELLIS ST 221 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 6250 THRESHOLD FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 NONE PUBLIC CHARITY DONATION 1600 UNITY CARE NORTHWEST 1616 CORNWALL AVE STE 205 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 5000 WASHINGTON STATE UNIVERSITY FOUNDATION 255 E MAIN ST STE 201 PULLMAN WA 99163 NONE PUBLIC CHARITY DONATION 75000 WESTERN WASHINGTON UNIVERSITY ALUMNI ASSOCIATION 516 HIGH ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 2500 WESTERN WASHINGTON UNIV FOUNDATION 516 HIGH STREET BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 30000 WHATCOM ALLIANCE FOR HEALTH ADVANCEMENT 800 E CHESTNUT STE 2 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 8000 WHATCOM COUNCIL ON AGING 315 HALLECK ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 3000 WHATCOM DISPUTE RESOLUTION CENTER 13 PROSPECT ST STE 201 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 20000 WHATCOM LAND TRUST 412 N COMMERCIAL ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 7500 WITNESS TO INNOCENCE 1501 CHERRY ST PHILADELPHIA PA 19102 NONE PUBLIC CHARITY DONATION 5000 WHATCOM ROWING ASSOCIATION 2202 ELECTRIC AVE BELLINGHAM WA 98229 NONE PUBLIC CHARITY DONATION 2500 WOLF HAVEN INTERNATIONAL 3111 OFFUT LAKE RD SE TENINO WA 98589 NONE PUBLIC CHARITY DONATION 75000 WOMEN'S VISIONARY CONGRESS PO BOX 5035 BERKELEY CA 94705 NONE PUBLIC CHARITY DONATION 5000 YOGA BEHIND BARS PO BOX 8494 SEATTLE WA 98124 NONE PUBLIC CHARITY DONATION 70000 1747066 0 14 1319 14 701761 18 1013733 0 1716813 0 1716813 0 0 0 0 0 0 0 0 0 0 X X 1 JLS CHARITABLE LEAD ANNUITY TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 206250 X 2 MST 2020 CHARITABLE LEAD ANNUITY TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 539218 X ACCOUNTING FEES 54540 40905 13635 CORPORATE BONDS - SEE ATTACHED 13901846 14013583 CORPORATE STOCKS - SEE ATTACHED 7823515 15771843 1677498 1723564 0 0 BANK FEES 366 0 366 NON-DEDUCTIBLE GRANTS 398 0 0 BUSINESS FEES 28169 0 28169 CONSULTING FEES 31635 0 31635 INVESTMENT MANAGEMENT FEES 271998 271998 0 MST CHARITABLE LEAD TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 FOREIGN INCOME TAXES 7371 7371 0 FEDERAL TAXES 10000 10000 0