THOMAS C WRIGHT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS C WRIGHT FOUNDATION (EIN 91-6457246)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201703079349100535
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T19:01:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464357116 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING GROUP CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH ST SUITE 320 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4254628220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH STREET NO 320 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN ROTHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4254628220 | PhoneNum |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY COURSHON | PreparerPersonNm |
| PTIN | P00080720 | PTIN |
| Phone | 4254628220 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.132.12.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-01 | IPDt |
| IP Tm | 16:56:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FA883D2C0A93CB491029E6D9B152855B9B7CA29A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27FDFE3736607472CB4737F16DC668341CBE6059 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,831,866 | 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 | $3,750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,470 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $198,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,021 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,244 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,856 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,963,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,670 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,670 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,873 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,437 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,436 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,245 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,548 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,968 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,968 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $661,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $629,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,301,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $443,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $571,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $571,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,899,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,398,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,678,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,821,801 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,560,465 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,564,556 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $117,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,282,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,584,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,831,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,282,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,584,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,282,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,584,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,282,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,584,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,282,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,301,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,584,175 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,584,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $91,842 | $92,388 | -$546 | -$546 |
| CAPITAL GAINS DIVIDENDS | P | $2,402 | $2,402 | $2,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,856 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $622,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,204,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,897,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,438 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,623,605 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,172,893 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,175,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051839 | DistributionYr5Rt |
| Total Distribution | 0.249812 | TotalDistributionRt |
| Average Distribution | 0.049962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,900,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $444,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,814 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $446,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $629,929 | 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 | $1,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,935 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,935 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,121 | OverpaymentAmt |
| Applied To ES Tax | $10,121 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WELLSPRING GROUP CPAS PLLC | IndividualWithBooksNm |
| Phone | 4254628220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH ST SUITE 320 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JUDY M COURSHON | ||||||||
| 10885 NE 4TH STREET SUITE 320 | BELLEVUE | WA | 98004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN ROTHE | ||||||||
| 10885 NE 4TH STREET SUITE 320 | BELLEVUE | WA | 98004 | TRUSTEE | 25.00 | $98,670 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,541,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $436,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $57,575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,035,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,035,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,900,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,006 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,814 | TotalTaxAmt |
| Distributable Before Adj | $443,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $629,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $629,929 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,814 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $628,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $263,834 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $629,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $443,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $450,571 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $450,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $263,834 | ExcessFromYear1Amt |
| Excess From Current Year | $186,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBIN ROTHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMARA | ||||||||
| 5907 MARTIN LUTHER KING JR WAY | SOUTH | SEATTLE | WA | 98118 | NONE | PC | GENERAL FUNDING | $150 |
| CAMP KOREY | ||||||||
| 28901 NE CARNATION FARM ROAD | CARNATION | WA | 98014 | NONE | PC | GENERAL FUNDING | $1,000 | |
| CONGREGATION FOR THE HOMELESS | ||||||||
| 2650 148TH AVENUE SE SUITE 202 | BELLEVUE | WA | 98007 | NONE | PC | GENERAL FUNDING | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLARS | TX | 75231 | NONE | PC | GENERAL FUNDING | $75 | |
| SEATTLE FOUNDATION | ||||||||
| 1200 FIFTH AVE SUITE 1300 | SEATTLE | WA | 981013151 | NONE | PC | CHILD WELFARE: GIVETOGETHER FUND | $10,000 | |
| WATER FIRST FOUNDATION | ||||||||
| 1904 THIRD AVE SUITE 1012 | SEATTLE | WA | 98101 | NONE | PC | GENERAL FUNDING | $25 | |
| KINDERING CENTER | ||||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | NONE | PC | THOMAS C WRIGHT DISTINGUISHED EDUCATOR | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,470 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,021 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,347 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF THOMAS C WRIGHT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH STREET SUITE 320 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,750,000 | 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 | $12,490 | Amt |
| Net Investment Income | $6,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,245 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTER-TERM INVEST-GR ADM | $605,471 | $590,811 |
| VANGUARD SHORT-TERM INVEST-GR ADM | $170,929 | $169,379 |
| VANGUARD TOT INTL BOND IX ADMIRAL | $1,176,240 | $1,193,716 |
| JPMORGAN CHASE & CO NOTE CPN 3.450% DUE 03/01/16 | $0 | $0 |
| WELLS FARGO & CO NOTE CPN 2.100% DUE 05/08/17 | $75,268 | $75,212 |
| GOLDMAN SACHS GROUP INC NOTE CPN 2.900% DUE 07/19/18 | $75,863 | $76,036 |
| HOME DEPOT INC NOTE CPN 2.250% DUE 09/10/18 | $75,678 | $76,014 |
| CITIGROUP INC NOTE CPN 2.500% DUE 09/26/18 | $75,432 | $75,718 |
| AT&T INC NOTE CPN 2.300% DUE 03/11/19 | $75,231 | $75,287 |
| BERKSHIRE HATHAWAY FIN NOTE CPN 2.900% DUE 10/15/20 | $76,194 | $76,812 |
| WAL-MART STORES INC NOTE CPN 3.250% DUE 10/25/20 | $77,301 | $78,166 |
| PEPSICO INC NOTE CPN 3.125% DUE 11/01/20 | $76,858 | $77,405 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOT INTL STOCK IX ADMIRAL | $2,388,634 | $2,436,761 |
| VANGUARD TOTAL BOND MKT INDEX ADM | $1,390,405 | $1,369,454 |
| VANGUARD TOTAL STOCK MKT IDX ADM | $3,619,652 | $3,872,293 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSB REIT V, INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $53,717 | BookValueAmt |
| EOYFMV | $17,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,873 | LegalFeesAmt |
| Net Investment Income | $1,437 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,436 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $19,915 | $19,915 | $0 |
| INSURANCE | $1,340 | $0 | $1,340 |
| LICENSES AND PERMITS | $25 | $0 | $25 |
| MISCELLANEOUS | $358 | $0 | $281 |
| PARKING | $106 | $0 | $106 |
| SUBSCRIPTIONS | $120 | $60 | $60 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,250 | $4,250 | $0 |
| PAYROLL TAXES | $7,548 | $0 | $7,548 |
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