RIVERSTYX FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RIVERSTYX FOUNDATION (EIN 94-3373712)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349101495
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:20:03-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911007261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VWC PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | 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 | 4252500051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O VWC 10510 NORTHUP WAY NO 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON CARLIN | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Phone | 4252500051 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE A BENBOW | PreparerPersonNm |
| PTIN | P00193404 | PTIN |
| Phone | 4252500051 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.226.197.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 08:52:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5406C0D93C3716DC1489B532C667F25598E4E44A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F867E66C487F73D3BF365B6A454FBA29089831A4 | 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 | $32,905,034 | 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 | $745,468 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $683,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $683,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $478,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,071,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $478,320 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,907,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,162,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,881 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $284,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $263,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,851 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,955 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $366,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $326,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,741,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,741,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,107,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $326,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,780,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $835,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,915,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,942,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,942,293 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $360,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $360,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $360,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $360,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,066,968 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,867,867 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,064,570 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,282,539 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,557,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,515,412 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,168,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,866,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,022,759 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,793,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,593,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,905,034 | 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 | $26,793,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,593,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,793,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,593,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,793,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,593,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,793,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,593,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,593,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S/T | $64,955 | $72,411 | -$7,456 | -$7,456 |
| PUBLICLY TRADED SECURITIES - L/T | $4,005,024 | $3,520,987 | $484,037 | $484,037 |
| CAPITAL GAIN DISTRIBUTION | $1,739 | $1,739 | $1,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $478,320 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,826,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,469,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056240 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,254,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,236,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,520,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,606,329 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,731,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,802,086 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,540,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,902,235 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053304 | DistributionYr5Rt |
| Total Distribution | 0.258285 | TotalDistributionRt |
| Average Distribution | 0.051657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,696,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,637,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,645,695 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,780,956 | 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 | $8,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,806 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,806 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,447 | OverpaymentAmt |
| Applied To ES Tax | $9,447 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RIVERSTYXFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VWC PS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4252500051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BADGLEY PHELPS INVESTMENT MANAGERS | |||||
| 1420 FIFTH AVE STE 3200 | SEATTLE | WA | 98101 | INVESTMENT | $211,125 |
| VWC PS | |||||
| 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 | ACCOUNTING | $75,525 |
| FIDUCIA LLC | |||||
| 3825 INTERLAKE AVENUE N SUITE A | SEATTLE | WA | 98103 | INVESTMENT | $53,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 59 DIFFERENT CHARITIES DURING 2016. | Description1Txt |
| Expenses1 | $39,906 | Expenses1Amt |
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 | $29,564,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,254,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $360,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,178,986 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,178,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $482,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,696,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,584,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,584,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,359 | TotalTaxAmt |
| Distributable Before Adj | $1,576,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,576,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,576,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,780,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,780,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,359 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,772,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,576,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $300,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,051 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $228,095 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $670,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,780,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,576,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $875,385 | 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 | $135,480 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $739,905 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $300,259 | ExcessFromYear4Amt |
| Excess From Year3 | $7,051 | ExcessFromYear3Amt |
| Excess From Year1 | $228,095 | ExcessFromYear1Amt |
| Excess From Current Year | $204,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES L SWIFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ABNDA | ||||||||
| C/O STEVEN BENALLYC/O STEVEN | BENALLY PO BOX 896 | TEEC NOS POS | AZ | 86514 | NONE | PUBLIC CHARITY | DONATION | $1,000 |
| ACLU OF WASHINGTON FOUNDATION | ||||||||
| 901 5TH AVE STE 630 | SEATTLE | WA | 98164 | NONE | PUBLIC CHARITY | DONATION | $15,000 | |
| BELLINGHAM FESTIVAL OF MUSIC | ||||||||
| 5398 NIGHT HERON DR | BLAINE | WA | 98230 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| BOOKS TO PRISONERS | ||||||||
| 8525 13TH AVE NW | SEATTLE | WA | 98117 | NONE | PUBLIC CHARITY | DONATION | $2,000 | |
| COMMON THREADS | ||||||||
| 516 E NORTH ST | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $20,000 | |
| COMMUNITY WISE BELLINGHAM | ||||||||
| 412 16TH ST | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $12,000 | |
| CONSERVATION NORTHWEST | ||||||||
| 1208 BAY ST STE 201 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $84,000 | |
| CREATIVE THOUGHT & ACTION | ||||||||
| PO BOX 305 | ASHFIELD | MA | 01330 | NONE | PUBLIC CHARITY | DONATION | $20,000 | |
| DRUG POLICY ALLIANCE | ||||||||
| 70 WEST 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | DONATION | $100,000 | |
| ECONOMIC OPPORTUNITY INSTITUTE | ||||||||
| 1900 N NORTHLAKE WAY STE 237 | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | DONATION | $25,000 | |
| END OF LIFE WASHINGTON | ||||||||
| 200 BROADWAY | SEATTLE | WA | 98112 | NONE | PUBLIC CHARITY | DONATION | $12,000 | |
| EROWID CENTER | ||||||||
| 4041 GRASS VALLEY HWY UNIT L | AUBURN | WA | 95602 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| FACES NW | ||||||||
| PO BOX 30943 | BELLINGHAM | WA | 98228 | NONE | PUBLIC CHARITY | DONATION | $500 | |
| FORESTETHICS | ||||||||
| ONE HAIGHT ST | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | DONATION | $25,000 | |
| FRIENDS OF SASCHA WARMI | ||||||||
| 848 E 28TH ST A | OAKLAND | CA | 94610 | NONE | PUBLIC CHARITY | DONATION | $10,000 | |
| FUSE WASHINGTON | ||||||||
| 1402 3RD AVE STE 406 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | DONATION | $160,000 | |
| FUTURES NW | ||||||||
| 2488 AUTUMNWOOD CT | BELLINGHAM | WA | 98229 | NONE | PUBLIC CHARITY | DONATION | $25,000 | |
| GLOBAL EXCHANGE | ||||||||
| 2017 MISSION ST FLOOR 2 | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | DONATION | $2,000 | |
| INNOCENCE PROJECT NORTHWEST (UW FOUNDATION) | ||||||||
| BOX 353020 | SEATTLE | WA | 98195 | NONE | PUBLIC CHARITY | DONATION | $50,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 1800 ORLEANS ST | BALTIMORE | MD | 21287 | NONE | PUBLIC CHARITY | DONATION | $20,000 | |
| KULSHAN AIKIKAI | ||||||||
| 13 PROSPECT ST 100 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $2,000 | |
| LAW ENFORCEMENT AGAINST PROHIBITION | ||||||||
| 121 MYSTIC AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| LUMMI ISLAND HERITAGE | ||||||||
| 3560 SUNRISE RD | LUMMI ISLAND | WA | 98262 | NONE | PUBLIC CHARITY | DONATION | $1,250 | |
| LUMMI YOUTH ACADEMY | ||||||||
| 2330 LUMMI VIEW DRIVE | BELLINGHAM | WA | 98226 | NONE | PUBLIC CHARITY | DONATION | $8,000 | |
| MINDULLNESS FOR DC SCHOOLS (MINDS) | ||||||||
| 7316 WISCONSIN AVE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | DONATION | $15,000 | |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS) | ||||||||
| 4525 SCOTTS VALLEY DR | SCOTTS VALLEY | CA | 95066 | NONE | PUBLIC CHARITY | DONATION | $278,500 | |
| MUSIC FOR THE EARTH | ||||||||
| BOX 1740 | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| NATIVE AMERICAN CHURCH NA | ||||||||
| 420 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | DONATION | $10,000 | |
| NATIVE AMERICAN RIGHTS FUND (NARF) | ||||||||
| 1242 PEARL ST | BOULDER | CO | 80302 | NONE | PUBLIC CHARITY | DONATION | $59,000 | |
| NOOKSACK VALLEY ATHLETIC WRESTLING | ||||||||
| 3326 E BADGER RD | EVERSON | WA | 98247 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| OPPORTUNITY COUNCIL | ||||||||
| 1111 CORNWALL AVE | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $11,300 | |
| OUR TREEHOUSE | ||||||||
| 1212 INDIAN ST | BELLINGHAM | WA | 98227 | NONE | PUBLIC CHARITY | DONATION | $17,500 | |
| PARTNERSHIP FOR SAFETY & JUSTICE | ||||||||
| 805 SW BROADWAY STE 780 | PORTLAND | WA | 97205 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| PEACE HEALTH ST JOSEPH MED CTR FOUNDATION | ||||||||
| 2901 SQUALICUM PARKWAY | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| PORT OF SKAGIT | ||||||||
| 15400 AIRPORT DR | BURLINGTON | WA | 98233 | NONE | PUBLIC CHARITY | DONATION | $50,000 | |
| PRISON UNIVERSITY PROJECT | ||||||||
| 2165 FRANCISCO BLVD E STE A | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | DONATION | $7,500 | |
| PROFORUM | ||||||||
| 12514 42ND AVE NE | SEATTLE | WA | 98125 | NONE | PUBLIC CHARITY | DONATION | $2,500 | |
| RACIAL DISPARITY PROJECT | ||||||||
| 810 THIRD AVENUE SUITE 705 | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | DONATION | $100,000 | |
| RUBICON FOUNDATION | ||||||||
| 513 FEDERAL AVE E | SEATTLE | WA | 98102 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| SEATTLE UNIVERSITY | ||||||||
| 900 BROADWAY | SEATTLE | WA | 98104 | NONE | PUBLIC CHARITY | DONATION | $10,000 | |
| SETTING SUN PRODUCTIONS | ||||||||
| 1600 D ST | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $2,000 | |
| SIGHTLINE INSTITUTE | ||||||||
| 1402 THIRD AVE STE 500 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | DONATION | $60,000 | |
| SKAGIT RIVER POETRY FOUNDATION | ||||||||
| PO BOX 238 | LA CONNER | WA | 98257 | NONE | PUBLIC CHARITY | DONATION | $2,000 | |
| SOCIAL JUSTICE FUND NORTHWEST | ||||||||
| 603 STEWART ST STE 1007 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | DONATION | $80,000 | |
| STAND | ||||||||
| 1329 N STATE ST STE 302 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $12,000 | |
| STAND EARTH | ||||||||
| 1 HAIGHT ST | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | DONATION | $50,000 | |
| STUDENTS FOR SENSIBLE DRUG POLICY | ||||||||
| 1010 O ST NW 1 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| VIVA FARMS | ||||||||
| PO BOX 1714 | MT VERNON | WA | 98273 | NONE | PUBLIC CHARITY | DONATION | $35,000 | |
| WASHINGTON BUS | ||||||||
| PO BOX 20188 | SEATTLE | WA | 98102 | NONE | PUBLIC CHARITY | DONATION | $10,000 | |
| WESTERN WASHINGTON UNIV FOUNDATION | ||||||||
| 516 HIGH STREET | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $10,000 | |
| WHATCOM ALLIANCE FOR HEALTH ADVANCEMENT | ||||||||
| 800 E CHESTNUT STE 2 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $46,000 | |
| WHATCOM CO FIRE DISTRICT | ||||||||
| PO BOX 37 | ACME | WA | 98220 | NONE | PUBLIC CHARITY | DONATION | $75,000 | |
| WHATCOM COUNCIL ON AGING | ||||||||
| 315 HALLECK ST | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $3,000 | |
| WHATCOM DISPUTE RESOLUTION CENTER | ||||||||
| 13 PROSPECT ST STE 201 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $20,000 | |
| WHATCOM LAND TRUST | ||||||||
| 412 N COMMERCIAL ST | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| WITNESS TO INNOCENCE | ||||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| WOLF HAVEN INTERNATIONAL | ||||||||
| 3111 OFFUT LAKE RD SE | TENINO | WA | 98589 | NONE | PUBLIC CHARITY | DONATION | $90,000 | |
| WOMEN'S VISIONARY CONGRESS | ||||||||
| PO BOX 5035 | BERKELEY | CA | 94705 | NONE | PUBLIC CHARITY | DONATION | $5,000 | |
| YOGA BEHIND BARS | ||||||||
| PO BOX 8494 | SEATTLE | WA | 98124 | NONE | PUBLIC CHARITY | DONATION | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,741,050 | 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 | $150 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $683,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $478,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,162,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,162,265 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JLS CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 | $206,250 | Yes (X) |
| MST 2020 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 10510 NORTHUP WAY SUITE 300 | KIRKLAND | WA | 98033 | $539,218 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,525 | Amt |
| Net Investment Income | $56,644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,881 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACHED | BondNm |
| EOY Book Value | $12,866,356 | EOYBookValueAmt |
| EOYFMV | $13,022,759 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - SEE ATTACHED | StockNm |
| EOY Book Value | $8,557,384 | EOYBookValueAmt |
| EOYFMV | $14,515,412 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,867,867 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,064,570 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $174 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $174 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS FEES | $15,936 | $0 | $15,936 |
| CONSULTING FEES | $4,915 | $0 | $4,915 |
| INVESTMENT MANAGEMENT FEES | $263,814 | $263,814 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MST CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10510 NORTHUP WAY SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAXES | CategoryTxt |
| Amt | $5,955 | Amt |
| Net Investment Income | $5,955 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments