WASHINGTON RESEARCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON RESEARCH FOUNDATION (EIN 46-4105873)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201841299349101609
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T11:59:36-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464105873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 2063365600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 EASTLAKE AVENUE EAST NO 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF EBY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2063365539 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $202,763,420 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,322 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55,290 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,290 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,039,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,316,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,439,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,568,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $135,104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,581,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,506,706 | 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 | $20,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,932 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $728,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $727,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,552 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,495 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $401,144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $811,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,237,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,178,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,451,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,989,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,237,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,458,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,591,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,268,959 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $328,360 | CashBOYAmt |
| Cash EOY | $1,318,228 | CashEOYAmt |
| Cash EOYFMV | $1,318,228 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,415,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,642,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,642,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $876,640 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $276,096 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $876,640 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $876,640 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $14,402,443 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,305,789 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,305,789 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $138,773,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $147,066,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,066,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,235,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,158,917 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,158,917 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,513,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,164,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,164,870 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $377,387 | OtherAssetsBOYAmt |
| Other Assets EOY | $229,387 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $229,387 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $188,322,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,763,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $202,763,420 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,175 | AccountsPayableEOYAmt |
| Grants Payable BOY | $17,724,907 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,373,401 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $17,724,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,376,576 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $170,597,702 | UnrestrictedBOYAmt |
| Unrestricted EOY | $192,386,844 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $170,597,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,386,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,322,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,763,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $170,597,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,591,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,197,384 | OtherIncreasesAmt |
| Subtotal | $192,386,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,386,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM MARKETABLE SECURITIES | 2017-06-30 | $25,568,437 | $25,011,083 | $557,354 | $557,354 | |
| PASS THROUGH INVESTMENTS REPORTED ON SCHEDULE K-1 | 2017-06-30 | $586,831 | -$586,831 | -$586,831 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,418,572 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $192,441,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043746 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,593,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,843,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,107,416 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $170,084,221 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,425,303 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,845,770 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,933,022 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,928,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044073 | DistributionYr5Rt |
| Total Distribution | 0.205128 | TotalDistributionRt |
| Average Distribution | 0.041026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $192,951,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,916,020 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,938,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,458,493 | 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 | $22,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $225,254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $225,254 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $202,564 | OverpaymentAmt |
| Applied To ES Tax | $202,564 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF EBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2063365600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 EASTLAKE AVENUE EAST NO 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD HOWELL | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | CEO | 1.00 | $0 | $0 | $0 |
| JEFF EBY | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | CFO | 1.00 | $0 | $0 | $0 |
| C KENT CARLSON | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN REAGH | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ADRIANE BROWN | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACQUELINE BRAINARD | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM CABLE | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN CABLE | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE COLITON | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR DAVID GALAS | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BROOKS SIMPSON | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE I THOMAS MD | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES R UHLIR | ||||||||
| 2815 EASTLAKE AVENUE E 300 | SEATTLE | WA | 98102 | DIRECTOR | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 SECOND AVENUE 13TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $727,786 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ASSIST ELIGIBLE INSTITUTIONS TO APPLY FOR PATENTS RELATED TO DISCOVERIES, INVENTIONS, AND PROCESSES RESULTING FROM THEIR RESEARCH AND TO MANAGE PATENT RIGHTS.(RELATED GRANTS: $20,500) | Description1Txt |
| Expenses1 | $1,463 | Expenses1Amt |
| Description2 | PROMOTE, ENCOURAGE, AND SUPPORT SCIENTIFIC INVESTIGATION AND RESEARCH AT ELIGIBLE INSTITUTIONS. (RELATED GRANTS: $8,440,506) | Description2Txt |
| Expenses2 | $8,520 | Expenses2Amt |
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 | $182,254,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,081,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,553,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,889,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,889,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,938,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,951,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,647,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,647,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,690 | TotalTaxAmt |
| Distributable Before Adj | $9,624,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,624,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,624,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,458,493 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,458,493 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,690 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,435,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,624,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,861,787 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,458,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,861,787 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,596,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,028,168 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCS FOUNDATION | |||||||
| 4616 25TH AVE NE PMB 429 | SEATTLE | WA | 98105 | NONE | PC- 509(A)(1) OR (A) | ARCS FELLOWSHIPS | $72,500 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | BOURASSA-SHAW MS ENTREPRENEURSHIP FUND | $1,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | BUSINESS PLAN COMPETITION PRIZE | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | COMOTION INNOVATION FUND | $125,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | BIOCHEMISTRY CRYO-EM BIOGIF FILTER | $900,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | GRAY: PROTEIN ENGINEERING OF ANTIBODY DRUG CONJUGATES | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | INNOVATION IN CLEAN ENERGY | $973,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | INNOVATION IN DATA INTENSIVE DISCOVERY | $2,240,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | INNOVATION IN PROTEIN DESIGN | $2,830,006 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | ISCRM - CARDIAC STEM CELL RESEARCH | $1,000,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641025 | PULLMAN | WA | 91664 | NONE | GOV - 170(C)(1) | WSU GAP FUND | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | LIDSTROM POST DOC FELLOWSHIP | $78,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,529,506 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCS FOUNDATION | |||||||
| 4616 25TH AVE NE PMB 429 | SEATTLE | WA | 98105 | NONE | PC- 509(A)(1) OR (A) | ARCS LUNCHEON | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | GOV - 170(C)(1) | COMOTION: BIOFAB/AQUARIUM MARKET RESEARCH | $9,500 |
| ARCS FOUNDATION | |||||||
| 4616 25TH AVE NE PMB 429 | SEATTLE | WA | 98105 | NONE | PC- 509(A)(1) OR (A) | ARCS FELLOWSHIPS | $87,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $102,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,290 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,039,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,439,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,534,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,534,687 | 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 | WASHINGTON RESEARCH LICENSING FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 EASTLAKE AVENUE E 300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,322 | 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 | $20,877 | Amt |
| Net Investment Income | $14,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,932 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 875809 SHS BLACKROCK COREALPHA BOND MUTUAL FUND | $9,047,106 | $9,047,106 |
| 115371 SHS ISHARES 1-3 YR CREDIT BOND ETF | $12,149,720 | $12,149,720 |
| 17917 SHS ISHARES CORE U.S. AGGREGATE BOND ETF | $1,962,091 | $1,962,091 |
| 15349 SHS ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIBERTY HARBOR | $114,411 | $114,411 |
| WHITEHALL STREET INTERNATIONAL REAL ESTATE | $33,308 | $33,308 |
| GLOBAL TACTICAL TRADING | $11,420,218 | $11,420,218 |
| TACTICAL TRADING MANAGERS (MANAGED FUTURES) | $4,284,509 | $4,284,509 |
| 42636 SHS ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) SERIES CLASS 1 | $11,890,795 | $11,890,795 |
| 220154 SHS DODGE & COX INTERNATIONAL STOCK FUND | $9,605,334 | $9,605,334 |
| 91482 SHS FIERA: NON-US EQUITY LLC - CLASS 1 | $9,267,235 | $9,267,235 |
| 119845 SHS GS INTERNATIONAL REAL ESTATE SECURITIES INSTITUTIONAL CLASS SHA | $710,680 | $710,680 |
| 294233 SHS ISHARES CURRENCY HEDGED MSCI EAFE ETF | $8,362,102 | $8,362,102 |
| 50378 SHS ISHARES MSCI ACWI EX US EXCHANGE-TRADED FUND | $2,296,733 | $2,296,733 |
| 59600 SHS ISHARES MSCI EMERGING MKTS ETF | $2,466,844 | $2,466,844 |
| 49031 SHS SPRUCEGROVE: NON-US EQUITY LLC CLASS 1 | $7,807,823 | $7,807,823 |
| 65593 SHS WILLIAM BLAIR: NON-US EQUITY LLC CLASS | $11,793,033 | $11,793,033 |
| 46587 SHS GS REAL ESTATE SECURITIES FUND INSTITUTIONAL SHARES | $868,373 | $868,373 |
| 28083 SHS ISHARES RUSSELL 3000 ETF | $4,044,514 | $4,044,514 |
| 15885 SHS ISHARES RUSSELL 3000 ETF | $2,287,758 | $2,287,758 |
| 322332 SHS VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF | $40,114,217 | $40,114,217 |
| 47021 SHS T. ROWE PRICE INSTL EMRG MKTS | $1,634,013 | $1,634,013 |
| 77439 SHS DYNAMIC EQUITY MANAGERS: PORTFOLIO 4 | $18,065,082 | $18,065,082 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,305,789 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,305,789 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABSCI LLC | FMV | $200,000 | $200,000 |
| ARZEDA | FMV | $499,996 | $499,996 |
| BLUHAPTICS INC. | FMV | $25,000 | $25,000 |
| CYRUS BIOTECHNOLOGIES | FMV | $130,382 | $130,382 |
| GROUP14 | FMV | $91,216 | $91,216 |
| M3 BIOTECHNOLOGY | FMV | $125,000 | $125,000 |
| NOHLA THERAPEUTICS | FMV | $266,280 | $266,280 |
| PHYTELLIGENCE | FMV | $500,000 | $500,000 |
| SKYTAP, INC | FMV | $3,073,497 | $3,073,497 |
| WIBOTIC INC. | FMV | $128,499 | $128,499 |
| VICIS, INC | FMV | $125,000 | $125,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $377,387 | BOYBookValueAmt |
| EOY Book Value | $229,387 | EOYBookValueAmt |
| EOYFMV | $229,387 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,038 | $1,038 | $0 |
| EQUITY PARTNERSHIPS | $0 | $400,106 | $0 |
| LICENSE AND PERMITS | $180 | $0 | $180 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $17,197,384 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $727,786 | $727,786 | $0 |
| OTHER PROFESSIONAL FEES | $875 | $0 | $875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $58,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $94,552 | $0 |