WASHINGTON RESEARCH LICENSING FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON RESEARCH LICENSING FOUNDATION (EIN 91-1160492)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-11
- IRS object ID
- 201530429349100103
- Schema version
- 2013v4.0
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T12:13:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911160492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 2063365539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 EASTLAKE AVENUE EAST NO 300 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF EBY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2063365539 | PhoneNum |
| Signature | 2015-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2015-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $317,841,464 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $143,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $165,892 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,817,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,821,217 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $219,107 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $219,107 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$56,856 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $10,446,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,782,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,675,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73,433,245 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,470,415 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,059,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,352,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,127,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $815,796 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $347,522 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,394,646 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $633,333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $876,065 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $466,654 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $326,658 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $238,026 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $492,693 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $475,244 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,661 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $72,223 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,059,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $993,945 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,376 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $924,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $774,427 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $48,149 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33,704 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $138,006 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $96,605 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $62,314 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $155,001 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $124,001 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $21,045 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $20,500 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,689,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,984,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,589,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,351,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,718,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,507,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,762,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,097,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,351,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,480,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,037,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,001,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $452,712 | CashBOYAmt |
| Cash EOY | $474,449 | CashEOYAmt |
| Cash EOYFMV | $474,449 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,936,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,791,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,791,278 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $160,783 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $46,392 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $165,877 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $114,391 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $114,391 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,633,644 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,293,775 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,633,644 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,633,644 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $649,331 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $428,330 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $428,330 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $151,644,183 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,447,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,447,231 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $38,314,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,238,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,238,010 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $868,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $745,797 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $170,820 | LandBOYAmt |
| Land EOY | $122,670 | LandEOYAmt |
| Land EOYFMV | $122,670 | LandEOYFMVAmt |
| Other Assets BOY | $40,266,162 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,591,461 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,591,461 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $276,893,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,841,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $317,841,464 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,643,226 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,966,636 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,492,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,245,090 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $64,135,726 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,211,726 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $212,758,235 | UnrestrictedBOYAmt |
| Unrestricted EOY | $234,629,738 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,758,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,629,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,893,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,841,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,758,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,037,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,909,096 | OtherIncreasesAmt |
| Subtotal | $234,629,738 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $234,629,738 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR:NON US EQUITY LLC K-1 | P | 2014-06-30 | $388,274 | $388,274 | ||
| PICTET NON US EQUITY K-1 | P | 2014-06-30 | $653,618 | $653,618 | ||
| SPRUCEGROVE NON US EQUITY LLC K-1 | P | 2014-06-30 | $34,842 | $34,842 | ||
| ALTRINSIC NON US EQUITY LLC K-1 | P | 2014-06-30 | $1,567,037 | $1,567,037 | ||
| ARTISAN DYNAMIC EQUITY K-1 | P | 2014-06-30 | $657,923 | $657,923 | ||
| ARCH VENTURE FUND VI K-1 | P | 2014-06-30 | $448,673 | $448,673 | ||
| ARCH VENTURE FUND VII K-1 | P | 2014-06-30 | -$18,880 | -$18,880 | ||
| ALLIANCE OF ANGELS SEED FUND, LLC K-1 | P | 2014-06-30 | -$11,921 | -$11,921 | ||
| VOYAGER CAPITAL FUND II-A | P | 2014-06-30 | -$93,064 | -$93,064 | ||
| CAPITAL GAIN FROM SALE OF ALTRINSIC NONUS EQUITY LLC K-1 | P | 2014-06-30 | -$897,580 | -$897,580 | $8,146,971 | $9,044,551 |
| CAPITAL GAIN FROM MARKETABLE SECURITIES | P | 2014-06-30 | $4,288,723 | $4,288,723 | $205,884,020 | $201,595,297 |
| CAPITAL GAIN FROM EXEMPT USE ASSETS | 2014-06-30 | $3,011,310 | $3,011,310 | $3,011,310 | ||
| EXCESS DISTRIBUTIONS - VOYAGER CAPITAL FUND K-1 | P | 2014-06-30 | $646,815 | $646,815 | $646,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,675,770 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,710,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $172,706,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,365,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $144,425,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,556,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $133,498,733 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,143,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $111,052,141 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019306 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,601,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,707,410 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030355 | DistributionYr5Rt |
| Total Distribution | 0.160929 | TotalDistributionRt |
| Average Distribution | 0.032186 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $219,466,125 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,063,737 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $310,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,373,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,480,979 | 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 | $310,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $310,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $310,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $565,398 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $565,398 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $255,387 | OverpaymentAmt |
| Applied To ES Tax | $255,387 | 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 | WWW.WRFSEATTLE.ORG | WebsiteAddressTxt |
| Individual With Books | JEFF EBY | IndividualWithBooksNm |
| Phone | 2063365539 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 EASTLAKE AVE E 300 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98102 | 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 | 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 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD HOWELL | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | CEO & PRESIDENT | 40.00 | $442,267 | $47,411 | $0 |
| JEFF EBY | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | CFO | 40.00 | $306,238 | $25,149 | $0 |
| C KENT CARLSON | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | CHAIRMAN | 5.00 | $8,000 | $0 | $0 |
| JOHN REAGH | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | SECRETARY/MANAGING DIRECTOR | 40.00 | $318,503 | $36,471 | $0 |
| EMER DOOLEY | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| BARRY FORMAN | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| DR DAVID GALAS | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| SALLY NARODICK | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $9,000 | $0 | $0 |
| BROOKS SIMPSON | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $9,000 | $0 | $0 |
| GEORGE I THOMAS MD | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| JAMES R UHLIR | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $7,000 | $0 | $0 |
| TOM CABLE | ||||||||
| 2815 EASTLAKE AVENUE EAST SUITE 300 | SEATTLE | WA | 98102 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETH ETSCHEID | ||||||||
| 2815 EASTLAKE AVE E | SEATTLE | WA | 98102 | DIRECTOR OF LICENSIN | 40.00 | $323,503 | $47,808 | $0 |
| LORETTA LITTLE | ||||||||
| 2815 EASTLAKE AVE E | SEATTLE | WA | 98102 | MANAGING DIRECTOR | 40.00 | $284,452 | $42,665 | $0 |
| LUCIANA SIMONCINI | ||||||||
| 2815 EASTLAKE AVE E | SEATTLE | WA | 98102 | DIR RESEARCH COMMERC | 40.00 | $248,432 | $47,197 | $0 |
| KIM EMMONS | ||||||||
| 2815 EASTLAKE AVE E | SEATTLE | WA | 98102 | MANAGER, RESEARCH & | 40.00 | $191,177 | $38,330 | $0 |
| THONG LE | ||||||||
| 2815 EASTLAKE AVE E | SEATTLE | WA | 98102 | MANAGING DIRECTOR | 40.00 | $178,075 | $13,876 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 719 SECOND AVE 13TH FL | SEATTLE | WA | 98104 | INVESTMENT MANAGEMENT | $830,643 |
| K&L GATES | |||||
| 925 FOURTH AVE SUITE 2900 | SEATTLE | WA | 98104 | LEGAL SERVICES | $313,976 |
| STEVEN G LISA LTD | |||||
| 401 N MICHIGAN AVE 1200 | CHICAGO | IL | 60611 | LEGAL SERVICES | $118,433 |
| PHYSICIAN'S INFORMATION SYSTEMS | |||||
| 1137-B 25TH AVE | SEATTLE | WA | 98122 | INFORMATION SYSTEMS SERVICES | $106,797 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH ST 1700 | BELLEVUE | WA | 98004 | ACCOUNTING SERVICES | $72,223 |
| 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: $271,653) | Description1Txt |
| Expenses1 | $1,159,407 | 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 | $172,887,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,948,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,740,161 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $257,576,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $257,576,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,110,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $219,466,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,973,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,973,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $310,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $310,011 | TotalTaxAmt |
| Distributable Before Adj | $10,663,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,663,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,663,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,480,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,480,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $310,011 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,170,968 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,663,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,246,598 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,480,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,246,598 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,234,381 | 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 | $4,428,914 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW GENETICS: FISCHER ENDOWMENT | $1,000,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | BIOENGINEERING, COULTER PROJECT MATCHING | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW MED SCHOOL, CTR FOR CANCER INNOVATION, PROF. BLAU | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW RECRUITMENT & RETENTION PROGRAM: PROF. CHIU | $50,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 307 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | SO I - TYPE 1 SUPPOR | UW C4C W FUND: EDUCATION PROGRAMS | $250,000 |
| ARCS FOUNDATION | |||||||
| 4616 25TH AVE NE PMB 429 | SEATTLE | WA | 98105 | NONE | PC - 509(A)(1) OR (A | 2013 FELLOWSHIPS CHOSEN BY ARCS | $52,500 |
| ARCS FOUNDATION | |||||||
| 4616 25TH AVE NE PMB 429 | SEATTLE | WA | 98105 | NONE | PC - 509(A)(1) OR (A | SPONSOR ANNUAL MEETING | $5,000 |
| BENAROYA RESEARCH INSTITUTE | |||||||
| 1201 9TH AVE | SEATTLE | WA | 98101 | NONE | PC - 509(A)(1) OR (A | COMMERCIALIZATION GAP PROJECTS | $100,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PC - 509(A)(1) OR (A | BLOOD BRAIN BARRIER RESEARCH, PROF. OLSEN | $50,000 |
| INSTITUTE FOR SYSTEMS BIOLOGY | |||||||
| 401 TERRY AVE | SEATTLE | WA | 98109 | NONE | PC - 509(A)(1) OR (A | ANNUAL SYMPOSIUM: SYSTEMS BIOLOGY | $2,500 |
| PACIFIC NORTHWEST DIABETES RESEARCH CENTER | |||||||
| 720 BROADWAY | SEATTLE | WA | 98122 | NONE | PC - 509(A)(1) OR (A | COMMERCIALIZATION GAP PROJECTS | $50,000 |
| PUGET SOUND BLOOD CENTER | |||||||
| 1551 EASTLAKE AVE E 100 | SEATTLE | WA | 98102 | NONE | PC - 509(A)(1) OR (A | IMMUNOTHERAPY RESEARCH, DR. ZIMRING | $48,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN CLEAN ENERGY | $1,000,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN DATA DISCOVERY | $1,000,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN NEUROENGINEERING | $1,000,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW PROTEIN DESIGN: LSDF MATCH | $1,000,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN PROTEIN DESIGN | $999,910 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW CENTER FOR COMMERCIALIZATION: COMMERCIALIZATION GAP PROJECTS | $250,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW ARTS & SCIENCES: UNDERGRADUATE RESEARCH FELLOWSHIPS | $75,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW COMPUTER SCIENCE ENGINEERING: AMBIENT BACKSCATTER, PROF. GOLLKOTA | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW COMPUTER SCIENCE ENGINEERING: VENTRICULAR ASSIST, PROF. SMITH | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW MED SCHOOL, CSATS SYSTEM DEVELOPMENT, PROF. LENDVAY | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW MED SCHOOL, OPTHALMOLOGY PROJECT, PROF. SHEN | $50,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW MECH ENGINEERING: BAFFLED TUBE RAMJET | $40,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW C4C, COULTER, LSDF, WRF JOINT PROJECT | $25,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW NANOFABRICATION FACILITY, PROF. IYALL | $8,200 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW CENTER FOR SENSORINEURAL ENGINEERING | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW MED. SCHOOL: HEALTH INNOVATIONS | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW BIOLOGY: NEUROFUTURES SUMMIT | $2,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 307 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | SO I - TYPE 1 SUPPOR | UW CENTER FOR INNOVATION AND ENTREPRENEURSHIP: BUS. PLAN COMP. PRIZE | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 307 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | SO I - TYPE 1 SUPPOR | UW CENTER FOR INNOVATION AND ENTREPRENEURSHIP | $4,153 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 307 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | SO I - TYPE 1 SUPPOR | UW MED SCHOOL: INVENTOR OF THE YEAR PROGRAM | $2,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 307 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | SO I - TYPE 1 SUPPOR | UW MED SCHOOL: PHARMACY, PROF. SEAN SULLIVAN | $1,000 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH STREET | BELLINGHAM | WA | 98225 | NONE | PC - 170(C)(1) | PROF. BRODHAGEN PROJECT | $25,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,762,120 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | 2014-16 FELLOWSHIPS CHOSEN BY ARCS | $202,500 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN CLEAN ENERGY | $8,281,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN PROTEIN DESIGN | $7,000,090 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN NEUROENGINEERING | $6,190,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW INNOVATION IN DATA DISCOVERY | $5,729,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW NANOFABRICATION FACILITY, OPERATING SUPPORT | $750,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | NONE | PC - 170(C)(1) | UW ELECTRICAL ENGINEERING | $200,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641025 | PULLMAN | WA | 91664 | NONE | PC - 170(C)(1) | COMMERCIALIZATION GAP PROJECTS | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,552,590 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,189 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,817,213 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$56,856 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,435,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,011,310 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY & LICENSE | Desc |
| Related Or Exempt Function Incm | $73,433,245 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,395,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $76,387,699 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,783,527 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5B | RENTAL INCOME FROM PROGRAM RELATED ENTITIES |
| 8 | CAPITAL GAINS FROM EXEMPT ASSETS |
| 11A | ROYALTY AND LICENSINGS FROM PROGRAM RELATED ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| TECHNOLOGY ALLIANCE | ||
| 1a(1) | $8,000 | MEETING SPONSORSHIP |
| WA BIOTECHNOLOGY & BIOMEDICAL ASSOCIATION | ||
| 1a(1) | $6,500 | MEETING SPONSORSHIP |
| WINGS - THE WASHINGTON MEDICAL TECHNOLOGY ANGEL NETWORK | ||
| 1a(1) | $5,000 | MEETING SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $72,223 | Amt |
| Net Investment Income | $72,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | PURSUANT TO SEC. 53.4942(A)-2(C)(3)(IV), WASHINGTON RESEARCH FOUNDATION NEEDS AN ADDITIONAL AMOUNT OF CASH TO COVER ITS CURRENT OPERATING AND ADMINISTRATIVE EXPENSES, AND OTHER NORMAL CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE FOUNDATION'S CHARITABLE ACTIVITIES. BASED ON AN ANALYSIS OF CURRENT YEAR NET CASH FLOW FROM OPERATING ACTIVITIES, THE ORGANIZATION REQUIRES A LARGER AMOUNT OF CASH FOR ITS CHARITABLE ACTIVITIES. THE ORGANIZATION REQUIRES $38,110,548 OF CASH TO MEET ITS OPERATING AND CHARITABLE ACTIVITIES AND TO SPLIT ITS ROYALTY/LICENSING FEE OBLIGATIONS FROM THE PATENTED RESEARCH WITH THE UNIVERSITY OF WASHINGTON AND OTHER TECHNOLOGY CO-OWNERS. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS PRIMARY - INTERNATIONAL EQUITY | $4,126,350 | $4,126,350 |
| GS PRIMARY - FIXED INCOME | $31,736,545 | $31,736,545 |
| GS PRIMARY - REAL ESTATE | $854,863 | $854,863 |
| GS PRIMARY - FIXED INCOME - MANAGERS, LLC | $16,477,881 | $16,477,881 |
| GS DOMESTIC EQUITY - DONALD SMITH SVC | $1,646,200 | $1,646,200 |
| GS INTERNATIONAL EQUITY - ALTRINSIC | $0 | $0 |
| GS INTERNATIONAL EQUITY - PICTET | $12,014,129 | $12,014,129 |
| GS DOMESTIC EQUITY - DSM LARGE CAP | $12,740,798 | $12,740,798 |
| GS INTERNATIONAL EQUITY - WILLIAM BLAIR INT'L | $9,670,366 | $9,670,366 |
| GS DOMESTIC EQUITY - GANNETT WELSH KOTLER | $1,734,709 | $1,734,709 |
| GS DOMESTIC EQUITY - DIAMOND HILL LVC | $13,428,747 | $13,428,747 |
| GS INTERNATIONAL EQUITY - ARTISAN DYNAMIC | $10,585,404 | $10,585,404 |
| GS INTERNATIONAL EQUITY - SPRUCEGROVE | $8,563,699 | $8,563,699 |
| GS DOMESTIC EQUITY - BARON CAPITAL | $13,454,961 | $13,454,961 |
| GS ALTERNATIVE INVESTMENTS | $1,024,613 | $1,024,613 |
| GS PROTEGE PARTNERS | $5,633,274 | $5,633,274 |
| GS HEDGE FUNDS | $13,872,353 | $13,872,353 |
| GS AVENIR | $9,886,478 | $9,886,478 |
| GS ETF STRATEGY - DOM EQUITY | $2,041,965 | $2,041,965 |
| GS ETF STRATEGY - INTL EQUITY | $2,022,687 | $2,022,687 |
| GS ETF STRATEGY - FIXED INC. | $1,702,920 | $1,702,920 |
| GS PRIMARY - DOM EQUITY | $1,192,686 | $1,192,686 |
| GS CAUSEWAY - INTERNATIONAL EQUITY | $10,282,003 | $10,282,003 |
| ALDER BIOPHARMACEUTICALS | $19,753,600 | $19,753,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCIUM BIOSCIENCES, INC. | FMV | $250,000 | $250,000 |
| ACYLIN THERAPEUTICS, INC. | FMV | $659,255 | $659,255 |
| ALDER BIOPHARMACEUTICALS | FMV | $0 | $0 |
| RECEPTOS (FKA APOPTOS, INC.) | FMV | $0 | $0 |
| APPATTACH | FMV | $0 | $0 |
| CARDEAS PHARMA CORP. | FMV | $3,046,816 | $3,046,816 |
| CARDIAC INSIGHT | FMV | $369,349 | $369,349 |
| DECIDE.COM (AKA PRICEYETI) | FMV | $0 | $0 |
| ENERG2 | FMV | $4,216,176 | $4,216,176 |
| FIBROGEN | FMV | $43,700 | $43,700 |
| FLEXMINDER | FMV | $600,000 | $600,000 |
| GLOBEIMMUNE INC. | FMV | $112,113 | $112,113 |
| IKARIA | FMV | $104,589 | $104,589 |
| LUCENT MEDICAL SYSTEMS | FMV | $42,000 | $42,000 |
| LUMISANDS | FMV | $4,891 | $4,891 |
| MICROGREEN POLYMERS INC. | FMV | $4,594,100 | $4,594,100 |
| MIRADOR BIOMEDICAL INC. | FMV | $795,000 | $795,000 |
| GROOVE BIOPHARMA (FKA MIRINA CORP.) | FMV | $1,044,206 | $1,044,206 |
| MOBISANTE | FMV | $1,484,441 | $1,484,441 |
| MODUMETAL | FMV | $912,877 | $912,877 |
| NEUROGRAFIX | FMV | $50,000 | $50,000 |
| NLIGHT PHOTONICS | FMV | $163,972 | $163,972 |
| ONCOFACTOR CORP. | FMV | $428,400 | $428,400 |
| NIMBIC (FKA PHYSWARE INC.) | FMV | $75,000 | $75,000 |
| RESOLVE THERAPEUTICS INC. | FMV | $1,500,000 | $1,500,000 |
| PROTEMO (FKA SIGBY.COM) | FMV | $250,000 | $250,000 |
| SKYTAP (FKA ILLUMITA INC.) | FMV | $2,266,348 | $2,266,348 |
| TARGETED GROWTH | FMV | $0 | $0 |
| UPTAKE MEDICAL CORP. | FMV | $2,340,101 | $2,340,101 |
| VIRAL LOGIC SYSTEMS CORP. | FMV | $1,168,323 | $1,168,323 |
| ACCELERATOR III | FMV | $436,232 | $436,232 |
| ALLIANCE OF ANGELS SEED FUND | FMV | $133,509 | $133,509 |
| ARCH VENTURE FUND VI | FMV | $2,795,026 | $2,795,026 |
| ARCH VENTURE FUND VII | FMV | $1,863,829 | $1,863,829 |
| VOYAGER CAPITAL | FMV | $24,517 | $24,517 |
| SNUPI TECHNOLOGIES INC. | FMV | $1,511,178 | $1,511,178 |
| ANSWERDASH (FKA QAZZOW) | FMV | $876,828 | $876,828 |
| SHIPPABLE | FMV | $75,234 | $75,234 |
| JUNO THERAPEUTICS | FMV | $500,000 | $500,000 |
| FARADAY PHARMACEUTICALS | FMV | $500,000 | $500,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $341,331 | $256,766 | $84,565 | $84,565 |
| EQUIPMENT | $354,198 | $332,671 | $21,527 | $21,527 |
| FURNITURE & FIXTURES | $172,938 | $156,360 | $16,578 | $16,578 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $492,693 | LegalFeesAmt |
| Net Investment Income | $475,244 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,661 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED LICENSING FEES | Desc |
| BOY Book Value | $40,266,162 | BOYBookValueAmt |
| EOY Book Value | $23,591,461 | EOYBookValueAmt |
| EOYFMV | $23,591,461 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $44,510 | $31,157 | $17,134 |
| BANK CHARGES | $2,450 | $1,736 | $0 |
| OFFICE EQUIPMENT & COMMUNICATIONS | $45,720 | $32,005 | $19,891 |
| REFERENCE MATERIALS | $49,652 | $36,191 | $21,437 |
| OFFICE SUPPLIES | $20,151 | $14,104 | $9,077 |
| RESEARCH EXPENSE | $51,224,509 | $51,224,509 | $0 |
| VENTURE CENTER | $275,963 | $219,107 | $56,856 |
| SPONSORSHIPS | $27,000 | $16,400 | $2,500 |
| PENALTIES | $21 | $0 | $0 |
| EQUITY PARTNERSHIPS | $0 | $409,680 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SWAP INCOME FROM K-1 | $33,983 | ||
| PFIC INCOME FROM K-1 | $3,187 | ||
| ROYALTY & LICENSE | $73,433,245 | $73,433,245 | $73,433,245 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $27,909,096 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,059,929 | Amt |
| Net Investment Income | $993,945 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,376 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $230,000 | $0 | $0 |
| PROPERTY TAXES | $2,879 | $2,879 | $0 |
| FOREIGN TAXES | $0 | $79,953 | $0 |
| OTHER TAXES | $691,664 | $691,595 | $0 |