BAGLEY AND VIRGINIA WRIGHT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAGLEY AND VIRGINIA WRIGHT FOUNDATION (EIN 91-6526097)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349101545
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T17:21:51-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10885 NE 4TH ST SUITE 320 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916526097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAGLEY AND VIRGINIA WRIGHT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAGL | BusinessNameControlTxt |
| Phone | 2062648200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVE NO 2640 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA B WRIGHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2062648200 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S ALBEE | PreparerPersonNm |
| PTIN | P00039081 | PTIN |
| Phone | 4254628220 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,378,514 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,948,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $377,195 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,417 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,473 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $444,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,444 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $5,643 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,643 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $360 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,331 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,331 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,957 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $122 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $122 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $367 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,729 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $35,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,420 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,583 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,580,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,580,919 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,776,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,723,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,332,502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,027 | CashBOYAmt |
| Cash EOY | $203,102 | CashEOYAmt |
| Cash EOYFMV | $203,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,093,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,093,891 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $9,559,783 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,484,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,193,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,775,419 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,163,893 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,307 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,140,285 | LandBOYAmt |
| Land EOY | $2,138,586 | LandEOYAmt |
| Land EOYFMV | $2,138,586 | LandEOYFMVAmt |
| Other Assets BOY | $696,038 | OtherAssetsBOYAmt |
| Other Assets EOY | $167,516 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $167,516 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,068,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,797,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,378,514 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $130 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $306 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306 | 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 | $16,068,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,796,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,068,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,796,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,068,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,797,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,068,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,332,502 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,781 | OtherIncreasesAmt |
| Subtotal | $12,796,774 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,796,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 951,053.702 SHS AMERICAN FD SHORT TERM | P | 2013-03-07 | $9,567,600 | $9,571,597 | -$3,997 | -$3,997 |
| SETTLEMENT PROCEEDS | P | $355 | $355 | $355 | ||
| WATERSHED CAPITAL INSTITUTIONAL PARTNERS - DISTRIBUTIONS IN EXCESS OF BASIS | P | $13,069 | $13,069 | $13,069 | ||
| K-1 TIFF PARTNERS IV LLC | P | $21 | $21 | $21 | ||
| K-1 TIFF PARTNERS IV LLC | P | $194,847 | $194,847 | $194,847 | ||
| K-1 WATERSHED CAPITAL | P | $247 | $247 | $247 | ||
| K-1 WATERSHED CAPITAL | P | $1,021 | $1,021 | $1,021 | ||
| HALL CAPITAL SPEC OPPORTUNITIES | P | $74,257 | $74,257 | $74,257 | ||
| ETON PARK OVERSEAS FUND LTD | P | $96,262 | $96,262 | $96,262 | ||
| TACONIC OPPORTUNITY OFFSHORE FUND LTD | P | $1,113 | $1,113 | $1,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $377,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,962,827 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,038,575 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.406688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,023,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,941,639 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044605 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,114,741 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,882,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,727,303 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,012,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.220171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,529,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,857,084 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076995 | DistributionYr5Rt |
| Total Distribution | 0.837008 | TotalDistributionRt |
| Average Distribution | 0.167402 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,950,809 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,335,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,049 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,339,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,723,502 | 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 | $4,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,731 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,682 | OverpaymentAmt |
| Applied To ES Tax | $17,682 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAN DAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062648200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVE 2640 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA B WRIGHT | ||||||||
| 1301 2ND AVE 2640 | SEATTLE | WA | 98101 | TRUSTOR/TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHARLES B WRIGHT III | ||||||||
| 1301 2ND AVE 2640 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MERRILL WRIGHT | ||||||||
| 1301 2ND AVE 2640 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN WRIGHT MOLL | ||||||||
| 3941 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PRENTICE B WRIGHT BING | ||||||||
| 1532 BEAVERKILL RD | LEW BEACH | NY | 12758 | TRUSTEE | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF AN ART GALLERY FOR THE EXHIBITION OF ART AVAILABLE FOR VIEWING BY STUDENTS, ARTISTS, MUSEUMS AND THE GENERAL PUBLIC. | Description1Txt |
| Expenses1 | $93,374 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,994,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,087,451 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,081,521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,163,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,163,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,950,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $697,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $697,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,049 | TotalTaxAmt |
| Distributable Before Adj | $693,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $693,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $693,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,723,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,723,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,049 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,719,453 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $693,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $896,044 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,431,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $941,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,875,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,144,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,723,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $693,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,030,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,174,753 | 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 | $896,044 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,278,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,431,185 | ExcessFromYear4Amt |
| Excess From Year3 | $941,611 | ExcessFromYear3Amt |
| Excess From Year1 | $7,875,902 | ExcessFromYear1Amt |
| Excess From Current Year | $3,030,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAN DAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVE 2640 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2062648200 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT USE AN APPLICATION PROCESS. INSTEAD, IT INTENDS TO IDENTIFY LEADING MID-CAREER AMERICAN POETS USING A VARIETY OF INTERNAL AND EXTERNAL SOURCES, THEN OFFER GRANTS TO POETS WHOM THE SELECTION COMMITTEE BELIEVES WILL PROVIDE DIVERSE AND VALUABLE INSIGHTS INTO THE CONCERNS AND ACHIEVEMENTS OF THE MAJOR POETS OF THE GENERATION NOW APPROACHING THE MATURE, MIDDLE PHASE OF THEIR CAREERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION PLANS TO MAKE GRANTS TO THREE PARTICIPANTS IN EACH TWO-YEAR CYCLE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE POETS ELIGIBLE FOR GRANTS WILL HAVE HAD MULTIPLE PUBLICATIONS OF THEIR OWN POETRY OVER A SUSTAINED PERIOD OF TIME AND HAVE ESTABLISHED A SUBSTANTIAL LITERARY REPUTATION. IN ADDITION, THE POETS TO BE SELECTED SHOULD HAVE DEMONSTRATED THAT THEY ARE EXCELLENT LECTURERS AND ORIGINAL THINKERS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | OPERATING | $1,000 |
| ARTSFUND | |||||||
| 10 HARRISON ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $1,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | OPERATING | $25,000 |
| BLOEDEL RESERVE | |||||||
| 7571 NE DOLPHIN DRIVE | BAINBRIDGE ISLAND | WA | 98110 | NONE | POF | OPERATING | $275,000 |
| BRIDGECARE | |||||||
| 5710 22ND AVE NW | SEATTLE | WA | 98107 | NONE | PC | OPERATING | $10,000 |
| BROOKLYN YOUTH SPORTS CLUB | |||||||
| 9 WYCKOFF ST STE 1 | BROOKLYN | NY | 11201 | NONE | PC | OPERATING | $5,000 |
| DIA CENTER FOR THE ARTS | |||||||
| 535 W 22ND ST | NEW YORK | NY | 10011 | NONE | PC | OPERATING | $5,000 |
| DOROTHEA LASKY | |||||||
| 1189 BEDFORD AVE 4 | BROOKLYN | NY | 11216 | NONE | NC | POET LECTURE SERIES | $40,218 |
| FOUNDATION FOR ART PRESERVATION IN EMBASSIES | |||||||
| 1725 I ST NW 300 | WASHINGTON | DC | 20006 | NONE | PC | OPERATING | $10,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $1,000 |
| HENRY GALLERY | |||||||
| PO BOX 351410 | SEATTLE | WA | 98195 | NONE | PC | OPERATING | $55,000 |
| INDEPENDENT CURATORS INTERNATIONAL | |||||||
| 401 BROADWAY STE 1620 | NEW YORK | NY | 10013 | NONE | PC | OPERATING | $5,000 |
| ISLANDWOOD | |||||||
| 4450 BIKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | OPERATING | $10,000 |
| JOSHUA BECKMAN | |||||||
| 1938 FAIRVIEW AVE E | SEATTLE | WA | 98102 | NONE | NC | POET LECTURE SERIES | $20,000 |
| KCTS | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $5,000 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | NONE | PC | OPERATING | $2,500 |
| MONTLAKE FAMILY FITNESS | |||||||
| 1532 E MCGRAW ST | SEATTLE | WA | 98112 | NONE | PC | OPERATING | $2,500 |
| MUSEUM OF FLIGHT | |||||||
| 9404 EAST MARGINAL WAY S | SEATTLE | WA | 98108 | NONE | PC | OPERATING | $5,000 |
| MUSEUM OF GLASS | |||||||
| 1801 DOCK ST | TACOMA | WA | 98402 | NONE | PC | OPERATING | $25,000 |
| NATURE CONSERVANCY OF IDAHO | |||||||
| 115 N RIDGE AVE STE 110 | IDAHO FALLS | ID | 83402 | NONE | PC | OPERATING | $1,000 |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $10,000 |
| PORTLAND ART MUSEUM | |||||||
| 1219 SW PARK AVE | PORTLAND | OR | 97205 | NONE | PC | OPERATING | $1,200 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD ST | SAN FRANCISCO | CA | 94103 | NONE | PC | DI SUVERO PROJECT | $40,000 |
| SEATTLE ART MUSEUM | |||||||
| 100 UNIVERSITY STREET | SEATTLE | WA | 98122 | NONE | PC | ENDOWMENT | $2,665,301 |
| SEATTLE ARTS AND LECTURES | |||||||
| 205 S FINDLAY ST | SEATTLE | WA | 98108 | NONE | PC | OPERATING | $1,250 |
| SEATTLE FOUNDATION | |||||||
| 1200 5TH AVE | SEATTLE | WA | 98101 | NONE | PC | CREATIVE ADVANTAGE PROGRAM | $4,000 |
| SEATTLE OPERA | |||||||
| PO BOX 9248 | SEATTLE | WA | 98109 | NONE | PC | ENDOWMENT | $137,500 |
| SEATTLE REPERTORY THEATRE | |||||||
| PO BOX 900923 155 MERCER ST | SEATTLE | WA | 98109 | NONE | PC | OPERATING | $50,000 |
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | PC | OPERATING | $10,000 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | OPERATING | $2,000 |
| SOCIAL JUSTICE FUND NW | |||||||
| 1904 3RD AVE 806 | SEATTLE | WA | 98101 | NONE | PC | OPERATING | $5,000 |
| ST MARKS CATHEDRAL | |||||||
| 1245 10TH AVE E | SEATTLE | WA | 98102 | NONE | PC | OPERATING | $1,200 |
| STORM KING ART CENTER | |||||||
| PO BOX 280 OLD PLEASANT HILL RD | MOUNTAINVILLE | NY | 12553 | NONE | PC | OPERATING | $10,000 |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | NONE | PC | OPERATING | $250 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | PC | OPERATING | $55,000 |
| THE MASTERS SCHOOL | |||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 10522 | NONE | PC | OPERATING | $10,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | PHILLIPPINES RELIEF FUND | $5,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | PC | OPERATING | $29,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 407 GERBERDING HALL | SEATTLE | WA | 98195 | NONE | PC | OPERATING | $10,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| 255 E MAIN ST 301 | PULLMAN | WA | 99164 | NONE | PC | OPERATING | $20,000 |
| WESTERN NORTH CAROLINA ALLIANCE | |||||||
| 29 N MARKET ST STE 610 | ASHEVILLE | NC | 28801 | NONE | PC | OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,580,919 | 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 | $6,447 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,329 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $444,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,319 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,662 | Amt |
| Net Investment Income | $7,331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,331 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1999-01-01 | $22,200 | $7,969 | SL | 39.000000000000 | $569 | $0 |
| IMPROVEMENTS | 1999-01-01 | $37,154 | $13,338 | SL | 39.000000000000 | $953 | $0 |
| IMPROVEMENTS | 2000-01-13 | $6,904 | $2,301 | SL | 39.000000000000 | $177 | $0 |
| LAND | 1999-01-01 | $2,097,635 | L | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| B & M WRIGHT FOUNDATION | |||||||||||
| C/O WELLSPRING GROUP - 10885 NE 4TH | ST 320 | BELLEVUE | WA | 98004 | 2009-07-31 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $236,214 | NO | 04/29/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. |
| LADY FOUNDATION | |||||||||||
| C/O WELLSPRING GROUP - 10885 NE 4TH | ST 320 | BELLEVUE | WA | 98004 | 2009-08-13 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $341,232 | NO | 05/09/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. |
| CHARLES AND BARBARA WRIGHT FOUNDATION | |||||||||||
| 1301 2ND AVE 2640 | SEATTLE | WA | 98101 | 2009-10-23 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $895,002 | NO | 05/12/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. | |
| B & M WRIGHT FOUNDATION | |||||||||||
| C/O WELLSPRING GROUP - 10885 NE 4TH | ST 320 | BELLEVUE | WA | 98004 | 2012-12-28 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $0 | NO | 04/29/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. |
| LADY FOUNDATION | |||||||||||
| C/O WELLSPRING GROUP - 10885 NE 4TH | ST 320 | BELLEVUE | WA | 98004 | 2012-12-28 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $0 | NO | 05/09/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. |
| CHARLES AND BARBARA WRIGHT FOUNDATION | |||||||||||
| 1301 2ND AVE 2640 | SEATTLE | WA | 98109 | 2012-12-28 | $1,000,000 | TO CARRY OUT CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATION PURPOSES. | $0 | NO | 05/12/2014 | THE GRANT FUNDS CONTINUE TO BE USED SOLELY FOR THE PURPOSES DESCRIBED IN THE GRANT AGREEMENT. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SHORT TERM BOND FUND OF AMERICA | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETON PARK | AT COST | $554,545 | $713,339 |
| FARALLON CAPITAL | AT COST | $116,820 | $177,974 |
| HALL CAP SPEC OPS | AT COST | $434,991 | $610,105 |
| PROSPECT HARBOR | AT COST | $873,234 | $59,606 |
| TIFF PARTNERS IV | AT COST | $1,195,532 | $1,195,532 |
| WATERSHED CAPITAL | AT COST | $18,863 | $18,863 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $22,200 | $8,538 | $13,662 |
| IMPROVEMENTS | $37,154 | $14,291 | $22,863 |
| IMPROVEMENTS | $6,904 | $2,478 | $4,426 |
| LAND | $2,097,635 | $0 | $2,097,635 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $360 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $360 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS RECEIVABLE | Desc |
| BOY Book Value | $696,038 | BOYBookValueAmt |
| EOY Book Value | $167,516 | EOYBookValueAmt |
| EOYFMV | $167,516 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXHIBITION EXPENSE | $93,374 | $0 | $93,374 |
| OTHER PASSTHROUGH EXPENSES | $1,893 | $1,893 | $0 |
| OFFICE EXPENSES | $38 | $0 | $38 |
| BANK FEES | $50 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 TIFF PARTNERS IV LLC | $4,750 | $1,806 | $4,750 |
| K-1 WATERSHED CAPITAL | $562 | $562 | $562 |
| HALL CAPITAL SPEC OPPORTUNITIES | $105 | $105 | $105 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK-TAX DIFFERENCE WATERSHED PARTNERSHIP | $9,504 |
| BOOK-TAX DIFFERENCE TIFF PARTNERSHIP | $51,277 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $130 | BOYBookValueAmt |
| EOY Book Value | $306 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HALL CAP SPEC OPS | $14,575 | $14,575 | $0 |
| K-1 TIFF PARTNERS IV | $25,367 | $25,367 | $0 |
| K-1 WATERSHED CAPITAL | $15 | $15 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $367 | $0 | $367 |
| FOREIGN TAX | $287 | $287 | $0 |
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