2016-11-15T17:38:51-06:00 2015-12-31 911007261 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 990PF 2015-01-01 943373712 RIVERSTYX FOUNDATION RIVE 4252500051 C/O VWC 10510 NORTHUP WAY NO 300 KIRKLAND WA 98033 DON CARLIN CPA 4252500051 2016-11-15 1 RACHELLE A BENBOW P00193404 4252500051 2015 2017-02-10 21:41:12Z X 32602908 X 745468 4 4 674698 674698 941326 5500339 941326 328 328 2361824 1616356 0 0 0 61585 46189 15396 277892 254032 23860 41260 41260 0 10952 0 10952 1592 0 1592 393281 341481 51800 1787003 1787003 2180284 341481 1838803 181540 1274875 2522309 2915232 2915232 360000 0 361542 360000 360000 2279098 2066968 2154633 9076229 8282539 13825401 12372818 13168797 13347642 26611996 26793536 32602908 0 0 X 0 0 0 0 26611996 26793536 26611996 26793536 26611996 26793536 26611996 181540 0 26793536 0 26793536 PUBLICLY TRADED SECURITIES - S/T 477131 571784 -94653 -94653 PUBLICLY TRADED SECURITIES - L/T 5022476 3987229 1035247 1035247 CAPITAL GAIN DISTRIBUTION 732 732 732 941326 0 1254797 32236804 0.038924 1520849 30606329 0.049691 1731745 28802086 0.060126 1540608 28902235 0.053304 1535829 27580447 0.055685 0.257730 0.051546 32469141 1673654 12749 1686403 1838803 X 12749 0 12749 0 12749 30555 30555 17806 17806 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 1 1 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 198805 VWC PS 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 ACCOUNTING 61585 FIDUCIA LLC 3825 INTERLAKE AVENUE N SUITE A SEATTLE WA 98103 INVESTMENT 54600 0 TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 63 DIFFERENT CHARITIES DURING 2015. 48792 0 30302247 2299806 361542 32963595 0 0 32963595 494454 32469141 1623457 1623457 12749 12749 1610708 0 1610708 0 1610708 1838803 0 1838803 12749 1826054 1610708 0 0 284801 135480 300259 7051 727591 1838803 0 0 0 1610708 228095 0 0 955686 0 0 0 0 0 0 284801 670885 135480 300259 7051 228095 JAMES L SWIFT X ACLU OF WASHINGTON FOUNDATION 901 5TH AVE STE 630 SEATTLE WA 98164 NONE PUBLIC CHARITY DONATION 25000 BOOKS TO PRISONERS 8525 13TH AVE NW SEATTLE WA 98117 NONE PUBLIC CHARITY DONATION 5000 BOTANICAL DIMENSIONS 3641 MAIN ST OCCIDENTAL CA 95465 NONE PUBLIC CHARITY DONATION 3000 CALIFORNIA INSTITUE INTEGRAL STUDIES (CIIS) 1453 MISSION ST SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY DONATION 15000 COMPASSION & CHOICES OF WASHINGTON PO BOX 61369 SEATTLE WA 98141 NONE PUBLIC CHARITY DONATION 40000 CONSERVATION NORTHWEST 1208 BAY ST STE 201 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 68500 DISABILITY RIGHTS LEGAL CENTER 256 S OCCIDENTAL BLVD SUITE B LOS ANGELES CA 90057 NONE PUBLIC CHARITY DONATION 50000 DRUG POLICY ALLIANCE 70 WEST 36TH ST NEW YORK NY 10018 NONE PUBLIC CHARITY DONATION 150000 ECONOMIC OPPORTUNITY INSTITUTE 1900 N NORTHLAKE WAY STE 237 SEATTLE WA 98103 NONE PUBLIC CHARITY DONATION 40000 END OF LIFE WASHINGTON 200 BROADWAY SEATTLE WA 98112 NONE PUBLIC CHARITY DONATION 20000 EROWID CENTER 4041 GRASS VALLEY HWY UNIT L AUBURN WA 95602 NONE PUBLIC CHARITY DONATION 5000 FAMILIES AGAINST MANDATORY MINIMUMS (FAMM) 1100 H ST NW 1000 WASHINGTON DC 20005 NONE PUBLIC CHARITY DONATION 15000 FLORIDA EVERGLADES 1270 TOM COKER RD LABELLE FL 33935 NONE PUBLIC CHARITY DONATION 1250 FORESTETHICS ONE HAIGHT ST SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY DONATION 7000 FREEDOM EDUCATION PROJECT 2311 N 45TH ST 178 SEATTLE WA 98103 NONE PUBLIC CHARITY DONATION 7500 FRONTSTREAM SPV (INDEGOGO-ZENDO) 11480 COMMERCE PK DR STE 300 RESTON VA 20191 NONE PUBLIC CHARITY DONATION 10000 GIRLS GOTTA RUN 5440 NEBRASKA AVE NW WASHINGTON DC 20015 NONE PUBLIC CHARITY DONATION 5000 GLOBAL EXCHANGE 2017 MISSION ST FLOOR 2 SAN FRANCISCO CA 94110 NONE PUBLIC CHARITY DONATION 2500 HEFFTER RESEARCH INSTITUTE 369 MONTEZUMA AVE NO 153 SANTA FE NM 87501 NONE PUBLIC CHARITY DONATION 217000 INNOCENCE PROJECT NORTHWEST (UW FOUNDATION) BOX 353020 SEATTLE WA 98195 NONE PUBLIC CHARITY DONATION 50000 INTERFAITH COMMUNITY HEALTH CTR 1616 CORNWALL AVE STE 205 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 5000 KAVZ- VAN ZANDT COMMUNITY ASSOC 5465 POTTER RD DEMING WA 98244 NONE PUBLIC CHARITY DONATION 5000 KULSHAN AIKIKAI 13 PROSPECT ST 100 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 2000 LAW ENFORCEMENT AGAINST PROHIBITION 121 MYSTIC AVENUE MEDFORD MA 02155 NONE PUBLIC CHARITY DONATION 5000 MAKESHIFT RADIO STATION 306 FLORA ST BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 5000 MINDULLNESS FOR DC SCHOOLS (MINDS) 7316 WISCONSIN AVE BETHESDA MD 20814 NONE PUBLIC CHARITY DONATION 25000 MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS) 4525 SCOTTS VALLEY DR SCOTTS VALLEY CA 95066 NONE PUBLIC CHARITY DONATION 190000 NATIVE AMERICAN RIGHTS FUND (NARF) 1242 PEARL ST BOULDER CO 80302 NONE PUBLIC CHARITY DONATION 6000 NOOKSACK VALLEY ATHLETIC WRESTLING 3326 E BADGER RD EVERSON WA 98247 NONE PUBLIC CHARITY DONATION 2000 NORTH AMERICAN CHURCH NA (NACNA) 420 MONTGOMERY ST SAN FRANCISCO CA 94104 NONE PUBLIC CHARITY DONATION 5000 NW UNITED FC 5800 SAXON RD ACME WA 98220 NONE PUBLIC CHARITY DONATION 2250 OPPORTUNITY COUNCIL 1111 CORNWALL AVE BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 3000 OUR TREEHOUSE 1212 INDIAN ST BELLINGHAM WA 98227 NONE PUBLIC CHARITY DONATION 5000 PARTNERSHIP FOR SAFETY & JUSTICE 805 SW BROADWAY STE 780 PORTLAND WA 97205 NONE PUBLIC CHARITY DONATION 5000 PLANNED PARENTHOOD 1509 CORNWALL AVE BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 10000 RE SOURCES 2309 MERIDAN BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 93740 RUBICON FOUNDATION 513 FEDERAL AVE E SEATTLE WA 98102 NONE PUBLIC CHARITY DONATION 6500 SAN FRANCISCO FOUNDATION ONE EMBARACADERO DTR STE 1-400 SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY DONATION 75000 SAWHORSE REVOLUTION 513 FEDERAL AVE E SEATTLE WA 98102 NONE PUBLIC CHARITY DONATION 5000 SEATTLE THEATRE GROUP 911 PINE ST SEATTLE WA 98101 NONE PUBLIC CHARITY DONATION 2500 SEATTLE UNIVERSITY 900 BROADWAY SEATTLE WA 98104 NONE PUBLIC CHARITY DONATION 6500 SIGHTLINE INSTITUTE 1402 THIRD AVE STE 500 SEATTLE WA 98101 NONE PUBLIC CHARITY DONATION 30000 SKAGATONIANS TO PRESERVE FARMLAND 414A SNOQUALMIE 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 75000 STUDENTS FOR SENSIBLE DRUG POLICY 1010 O ST NW 1 WASHINGTON DC 20001 NONE PUBLIC CHARITY DONATION 10000 THE BURNING MAN 660 ALABAMA ST SAN FRANCISCO CA 94110 NONE PUBLIC CHARITY DONATION 863 THE IF PROJECT 610 5TH AVENUE SEATTLE WA 98124 NONE PUBLIC CHARITY DONATION 1500 UPAYA CENTER 220 ROSINA ST SANTA FE NM 87505 NONE PUBLIC CHARITY DONATION 5000 VIVA FARMS PO BOX 1714 MT VERNON WA 98273 NONE PUBLIC CHARITY DONATION 48400 WASHINGTON BUS PO BOX 20188 SEATTLE WA 98102 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 100000 WHATCOM COMMUNITY FOUNDATION 1500 CORNWELL AVE STE 202 BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 22000 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 45000 WHATCOM HOSPICE HOUSE 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 NONE PUBLIC CHARITY DONATION 30000 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 7500 WOLF HAVEN INTERNATIONAL 3111 OFFUT LAKE RD SE TENINO WA 98589 NONE PUBLIC CHARITY DONATION 25000 WOMEN'S VISIONARY CONGRESS PO BOX 5035 BERKELEY CA 94705 NONE PUBLIC CHARITY DONATION 2500 WSU MOUNT VERNON BREAD LAB PO BOX 641925 PULLMAN WA 99164 NONE PUBLIC CHARITY DONATION 100000 YOGA BEHIND BARS PO BOX 8494 SEATTLE WA 98124 NONE PUBLIC CHARITY DONATION 30000 ZEN HOSPICE PROJECT 273 PAGE ST SAN FRANCISCO CA 94102 NONE PUBLIC CHARITY DONATION 5000 1787003 0 14 4 14 674698 14 328 18 941326 0 1616356 0 1616356 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 TR 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 539218 X ACCOUNTING FEES 61585 46189 15396 CORPORATE BONDS - SEE ATTACHED 13168797 13347642 CORPORATE STOCKS - SEE ATTACHED 8282539 13825401 2066968 2154633 0 0 BANK FEES 50 0 50 BAD DEBT 1542 0 1542 CLASS ACTION SETTLEMENT- SECURITIES 328 328 328 BUSINESS FEES 35 0 35 CONSULTING FEES 23825 0 23825 INVESTMENT MANAGEMENT FEES 254032 254032 0 MST CHARITABLE LEAD TRUST 10510 NORTHUP WAY SUITE 300 KIRKLAND WA 98033 FOREIGN INCOME TAXES 6215 6215 0 IRC FEDERAL TAXES 35045 35045 0