Civic Intelligence

Jack R Macdonald Charitable Trust

990 • Fiscal year 2019 • EIN 30-6410216

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

PO Box 831041Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$373,590

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$178,994,634

No earlier filing loaded for comparison.

Net Assets

$178,994,634

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$11,455,314

No earlier filing loaded for comparison.

Expenses

$8,298,576

No earlier filing loaded for comparison.

Net Income

$3,156,738

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2019: $178,994,634Liabilities 2019: $0Net Assets 2019: $178,994,6342019Assets 2020: $185,754,134Liabilities 2020: $0Net Assets 2020: $185,754,1342020Assets 2021: $210,803,432Liabilities 2021: $0Net Assets 2021: $210,803,4322021Assets 2022: $197,116,887Liabilities 2022: $0Net Assets 2022: $197,116,8872022Assets 2023: $186,169,044Liabilities 2023: $0Net Assets 2023: $186,169,0442023Assets 2024: $191,461,755Liabilities 2024: $0Net Assets 2024: $191,461,7552024

Highlighted filing

2019

Assets$178,994,634
Liabilities$0
Net Assets$178,994,634

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MRevenue 2019: $11,455,314Expenses 2019: $8,298,576Net Income 2019: $3,156,7382019Revenue 2020: $15,141,269Expenses 2020: $9,169,376Net Income 2020: $5,971,8932020Revenue 2021: $37,680,803Expenses 2021: $10,663,507Net Income 2021: $27,017,2962021Revenue 2022: $138,659Expenses 2022: $12,372,960Net Income 2022: -$12,234,3012022Revenue 2023: $882,176Expenses 2023: $11,442,203Net Income 2023: -$10,560,0272023Revenue 2024: $17,998,433Expenses 2024: $11,335,256Net Income 2024: $6,663,1772024

Highlighted filing

2019

Revenue$11,455,314
Expenses$8,298,576
Net Income$3,156,738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$63,277,421
Mission and Program Overview

Mission

This charitable trust was created by the trustor to support the charitable organizations named in the governing document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$176,191,126$178,994,634▲ $2,803,508
Investments in Publicly Traded Securities$170,821,753$170,386,972▼ $434,781
Savings and Temporary Cash Investments$5,369,373$8,607,662▲ $3,238,289
Total Assets$176,191,126$178,994,634▲ $2,803,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$176,191,126$178,994,634▲ $2,803,508
Total Liabilities and Net Assets / Fund Balance$176,191,126$178,994,634▲ $2,803,508
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bank of America N aTrustee$373,590$373,590
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,407,969
Other Revenue
$47,345
Change in Net Assets
$3,156,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,518,601
Other Expenses$406,385
Salaries, Compensation, and Employee Benefits$373,590
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,518,601--$7,518,601
Current Officers, Directors, Trustees, and Key Employees$149,436$224,154-$373,590
Fees for Service Investment Mgmnt Fees-$141,589-$141,589
Other Expenses-$18,614-$18,614
Fees for Services Accounting$1,620$2,430-$4,050
All Other Expenses$25--$25
Total Functional Expenses$7,669,682$628,894$0$8,298,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

When decisions are made, they are documented in the permanent record

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

THERE ARE NO COMMITTEES.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

This organization is formed as a trust under state law, and bank of america is the institutional trustee. The form 990 is prepared by bank of america tax professionals under the direct supervision of a corporate officer. Thus, the form 990 is reviewed prior to filing by an officer of the bank, the sole trustee of the trust.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Annual statement by all institutional trustee employees are signed and documented

FORM 990, PAGE 6, PART VI, LINE 15A

Not applicable, trust has corporate trustee.

Form 990, Page 6, Part VI, Line 18

Upon request - see contact information for organization records and books below.

Form 990, Page 6, Part VI, Line 19

The trust and / or the bank as institutional trustee makes its goverance documents, conflicts of interest policy and financial statements available to the public as required by federal and state laws.

Filing and Contact Details

Filer

Filer Name
Jack R Macdonald Charitable Trust
EIN
30-6410216
Phone
8003577094
Address
PO BOX 831041, DALLAS, TX 75283-1041

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8003577094
Signed
2020-11-10

Organization Details

Formed
2014
Legal Domicile
Wa
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Net year-end sales adjustment 17,188; net income adjustment (35,244); ctf timing adjustment (213,430); basis adjustment- sales (17,539); purchased accrued interest - 2018 7,755; purchased accrued interest - 2019 (7,022); roc basis adjustment (64,769); partnership distribution adjustment 32,882; partnership net decrease adjustment (75,472); net timing adjustment 2,422; net rounding (1)

Raw XML AppendixShowing 400 of 464 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS CHARITABLE TRUST WAS CREATED BY THE TRUSTOR TO SUPPORT THE CHARITABLE ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025
IRS990/AllOtherExpensesGrp/TotalAmt025
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/BooksInCareOfDetail/PhoneNum06468550989
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 W 47th ST FL 10
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010036
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0176191126
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0178994634
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0224154
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0149436
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0373590
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07518601
IRS990/CYInvestmentIncomeAmt011407969
IRS990/CYOtherExpensesAmt0406385
IRS990/CYOtherRevenueAmt047345
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03156738
IRS990/CYSalariesCompEmpBnftPaidAmt0373590
IRS990/CYTotalExpensesAmt08298576
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011455314
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SEATTLE CHILDREN'S HOSPITAL FOUNDATION - FOR RESEARCH NEEDS OF THE FOUNDATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03067874
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02430
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01620
IRS990/FeesForServicesAccountingGrp/TotalAmt04050
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0141589
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0141589
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BANK OF AMERICA N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0373590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0163070
IRS990/GainOrLossGrp/SecuritiesAmt06916577
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt03007441
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07518601
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07518601
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0163070
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt058738684
IRS990/GrossReceiptsAmt063277421
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt04328322
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04328322
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0170821753
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0170386972
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt051822107
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS CHARITABLE TRUST WAS CREATED BY THE TRUSTOR TO SUPPORT THE CHARITABLE ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0176191126
IRS990/NetAssetsOrFundBalancesEOYAmt0178994634
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07079647
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07079647
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-353230
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1PARTNERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc2ALLOCABLE EXPENSES - CTF
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0107164
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1134943
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218614
IRS990/OtherExpensesGrp/TotalAmt0107164
IRS990/OtherExpensesGrp/TotalAmt1134943
IRS990/OtherExpensesGrp/TotalAmt218614
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt047345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt047345
IRS990/OtherRevenueTotalAmt047345
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0UNIVERSITY OF WASHINGTON - SCHOOL OF LAW TO ENDOW THE JACK R MACDONALD CHAIR WITH THE REMAINDER IN EQUAL SHARES FOR SCHOLARSHIPS TO DESERVING LOW-INCOME STUDENTS AND UNRESTRICTED GENERAL SUPPORT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02300904
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02255580
IRS990/ProgSrvcAccomActy3Grp/Desc0THE SALVATION ARMY - UNRESTRICTED GENERAL SUPPORT FOR THE NORTHWEST DIVISION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02300904
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02255580
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07376922
IRS990/PYInvestmentIncomeAmt08527229
IRS990/PYOtherExpensesAmt0410150
IRS990/PYRevenuesLessExpensesAmt0353080
IRS990/PYSalariesCompEmpBnftPaidAmt0387077
IRS990/PYTotalExpensesAmt08174149
IRS990/PYTotalRevenueAmt08527229
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03156738
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05369373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08607662
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt04627189
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt04580865
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0251522
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0492371
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt04375667
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt04088494
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0628894
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0639701
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt03998295
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt03941164
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt03941164
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt06876223
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt06876223
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt03349989
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt06876223
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt06876223
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt06876223
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt07669682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt07669682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt013757621
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt07534448
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt07589860
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt05509536
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt021427303
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt07669682
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt07534448
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt06223173
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt020633844
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0151081
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt06876223
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt07518601
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt07669682
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE MEETS QUARTERLY WITH THE OFFICERS OF EACH OF THE SUPPORTED ORGANIZATIONS TO DISCUSS THE SUPPORTED ORGANIZATIONS' NEEDS AND WAYS IN WHICH THEY WOULD LIKE THE TRUST TO EXPEND ITS INCOME AND TO INVEST ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE COMMUNICATES REGULARLY WITH THE OFFICERS OF EACH SUPPORTED ORGANIZATION REGARDING THE TRUST'S INVESTMENTS AND DISTRIBUTION PLANS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE PROVIDES THE OFFICERS OF EACH SUPPORTED ORGANIZATION QUAR- TERLY INVESTMENT STATEMENTS AND AN ANNUAL YEAR END ACCOUNT STATEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3TRUSTEE PROVIDES THE OFFICERS OF EACH SUPPORTED ORGANIZATION A COPY OF THE INVESTMENT POLICY FOR REVIEW AND COMMENT, SUCH AS AN INQUIRY ABOUT THE TRUSTEE'S APPROACH TO ALTERNATIVE INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4FOR QUARTERLY MEETINGS, TRUSTEE PROVIDES SUPPORTED ORGANIZATIONS WITH INFORMATION ON THE TRUST'S INVESTMENTS AND DISTRIBUTION PLANS AND ASKS FOR COMMENTS OR SUGGESTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5TRUSTEE CONDUCTS ONGOING CONFERENCE CALLS WITH SUPPORTED ORGANIZATIONS TO RESPOND TO QUESTIONS AND SUGGESTIONS RELATED TO THE TRUST, SUCH AS THE CALCULATION OF THE TRUSTEE'S FEES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6SEATTLE CHILDREN'S HOSPITAL FOUNDATION - DISTRIBUTIONS RECEIVED ARE A SIGNIFICANT PERCENTAGE OF TOTAL SUPPORT. WITHOUT THEM, INNOVATIVE AND EXPERIMENTAL RESEARCH PROJECTS WOULD NOT BE POSSIBLE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7UNIVERSITY OF WASHINGTON (SCHOOL OF LAW) - DISTRIBUTIONS RECEIVED ARE A SIGNIFICANT PERCENTAGE OF TOTAL SUPPORT . THEY ARE EXPECTED TO MAKE A SIGNIFICANT IMPACT ON THE QUALITY OF FACULTY AND STUDENTS NOW AND IN THE FUTURE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D # 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D # 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D # 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D # 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION D # 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV, SECTION D # 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART V, SECTION D # 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V, SECTION D # 8
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0200773763
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0199455353
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt09025139
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt05914919
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0191748624
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0193540434
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt03011606
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt02991830
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0197762157
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0196463523
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt06921675
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt06876223
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0200773763
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0199455353
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt06921675
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt06876223
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0916001537
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1911156519
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2941156347
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02255580
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13007441
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22255580
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF WASHINGTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SEATTLE CHILDREN'S HOSPITAL FDN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE SALVATION ARMY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt07518601
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANENT RECORD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION IS FORMED AS A TRUST UNDER STATE LAW, AND BANK OF AMERICA IS THE INSTITUTIONAL TRUSTEE. THE FORM 990 IS PREPARED BY BANK OF AMERICA TAX PROFESSIONALS UNDER THE DIRECT SUPERVISION OF A CORPORATE OFFICER. THUS, THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE BANK, THE SOLE TRUSTEE OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS AND BOOKS BELOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST AND / OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES ITS GOVERANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET YEAR-END SALES ADJUSTMENT 17,188; NET INCOME ADJUSTMENT (35,244); CTF TIMING ADJUSTMENT (213,430); BASIS ADJUSTMENT- SALES (17,539); PURCHASED ACCRUED INTEREST - 2018 7,755; PURCHASED ACCRUED INTEREST - 2019 (7,022); ROC BASIS ADJUSTMENT (64,769); PARTNERSHIP DISTRIBUTION ADJUSTMENT 32,882; PARTNERSHIP NET DECREASE ADJUSTMENT (75,472); NET TIMING ADJUSTMENT 2,422; NET ROUNDING (1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEATTLE CHILDREN'S HOSPITAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERSITY OF WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE SALVATION ARMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911156519
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1916001537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2941156347
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Healthcare - Support Seattle Children's Healt
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Education - Preservation, advancement, dissem
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Charitable - Meet human need without discrimi
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 3 - HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 5 - UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 7 - 170(b)(1)(A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 5371
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 357998
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2180 E OCEAN BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SEATTLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2LONG BEACH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0981455005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1981950001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd2908024709
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03007441
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt12255580
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt22255580
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH - FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH - FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH - FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SEATTLE CHILDREN'S HOSPITAL FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF WASHINGTON
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE SALVATION ARMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings