Nancy B Buck Charitable Supporting Foundation Trust 07 06 94

990 • Fiscal year 2022 • EIN 91-6376590

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

Organization Profile N/A

801 Second Avenue Suite 1600Seattle, WA 98104

(206) 464-5100

Siviq Scores

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

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

16%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

$15,287

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

0.2%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

-81%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets17th percentile

Assets

$4,002,439

Up $9,185 (+0.2%) from 2021

Net Assets

$4,002,439

Up $9,185 (+0.2%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue17th percentile Net Margin66th percentile

Revenue

Down

$66,673

Down $276,963 (-81%) from 2021

Expenses

Down

$55,771

Down $191,746 (-77%) from 2021

Net Income

Down

$10,902

Down $85,217 (-89%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2022

Assets$4,002,439

Liabilities$0

Net Assets$4,002,439

Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2022

Revenue$66,673

Expenses$55,771

Net Income$10,902

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 8, 2023
Return Version: 2022v5.0
Gross Receipts: $255,460

Mission and Program Overview

Mission

Support activities of nature conservancy in the state of arizona

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Rtn Earn Endowment Incm Other Fnds	$3,993,254	$4,002,439	▲ $9,185
Investments in Publicly Traded Securities	$3,621,742	$3,752,989	▲ $131,247
Investments Other Securities	$156,058	$178,810	▲ $22,752
Savings and Temporary Cash Investments	$212,547	$69,506	▼ $143,041
Cash and Non-Interest-Bearing Accounts	$2,907	$1,134	▼ $1,773
Total Assets	$3,993,254	$4,002,439	▲ $9,185
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance	$3,993,254	$4,002,439	▲ $9,185
Total Liabilities and Net Assets / Fund Balance	$3,993,254	$4,002,439	▲ $9,185

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Base	Total
Daniel Stellar Nature Conservancy	Corporate Trustee	$15,287	$15,287

Board Members and Trustees

Name	Title
-	Public Charity Trustee
Rebecca Garrett Nature Conservancy	Public Charity Trustee
Scott Deeny Nature Conservancy	Public Charity Trustee
Sonya Stupel Nature Conservancy	Public Charity Trustee
Bruce Reed	Trustee
Dawn Teufel	Trustee

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $0
Investment Income: $66,673
Other Revenue: $0
Change in Net Assets: $10,902

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$40,484
Salaries, Compensation, and Employee Benefits	$15,287
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Fees for Service Investment Mgmnt Fees	-	$36,833	-	$36,833
Current Officers, Directors, Trustees, and Key Employees	-	$15,287	-	$15,287
All Other Expenses	-	$2,651	-	$2,651
Fees for Services Accounting	-	$1,000	-	$1,000
Total Functional Expenses	$0	$55,771	$0	$55,771

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
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
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: No
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 7A

“PER THE TRUST DOCUMENT, THE ORGANIZATION SHALL AT ALL TIMES BE COMPOSED OF THREE PUBLIC CHARITY TRUSTEES AND TWO DONOR TRUSTEES. THE PUBLIC CHARITY TRUSTEES SHALL SERVE AT THE PLEASURE OF THE PUBLIC CHARITY AND MAY BE REMOVED BY THE PUBLIC CHARITY AT ANY TIME WITHOUT CAUSE. SAME THING GOES WITHIN THE DONOR TRUSTEES GROUP. IF ANY TRUSTEE FAILS OR CEASES TO ACT AS SUCH, THE PERSON OR ENTITY DESIGNATED BY THE TRUSTEE(WITHIN THE SAME TRUSTEE GROUP) SHALL SERVE AS SUCCESSOR. NO PUBLIC CHARITY TRUSTEE SHALL BE A "DISQUALIFED PERSON" AS DEFINED IN TREASURY REGULATION SECTION 1.509(a)-4(j). THE DONOR TRUSTEE SHALL DESIGNATE A PERSON OR ENTITY TO FILL THE VACANCY (WITHIN THE DONOR TRUSTEE GROUP); BUT IF THE DONOR TRUSTEE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“Designates no such successor, the trustees shall petition the king county superior court for appointment of a successor in accordance with rcw 11.98.039(3) or any amended or renumbered provision of the revised code of washington.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10B

“Nancy b buck charitable supporting foundation is a trust and its assets are currently being managed by laird norton trust company, the corporate trustee. Please refer to article 9 (governing law) of the trust document.”

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

“Laird norton trust company, as corporate trustee, reviews the tax return prepared by ernst & young, llp, the tax preparer, and files the return with the internal revenue service and with the state of washington secretary of state in a timely manner.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Names and addresses of the trustees who cannot be reached at the organization's mailing address: daniel steelar, sonya stupel, scott deeny, rebecca garrett of the nature conservancy in arizona, 1510 e fort lowell road,tuscon, az 85719-2313, bruce reed, 1522 18th ave. #302, seattle, wa 98122, dawn teufel, 1102 e paseo pavon, tucson, az 85718”

Form 990, Page 6, Part VI, Line 19

“The trust does not make these documents available to the public.”

Filing and Contact Details

Filer

Filer Name: N Buck Char Supptng Fdn Tr
EIN: 91-6376590
Phone: 2064645100
Address: 801 SECOND AVENUE SUITE 1600, SEATTLE, WA 98104

Signing Officer

Name: Laird Norton Trust Company LLC
Title: Trustee
Phone: 2064645100
Signed: 2023-05-08
Discuss with paid preparer: Yes

Organization Details

Formed: 1994
Legal Domicile: Wa
Voting Board Members: 0
Independent Board Members: 0
Employees: 0

Preparer

Firm: Ernst & Young US Llp
Address: 1201 ELM STREET, DALLAS, TX 75270
Preparer: Shujun Li
Phone: 2147561462

Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Dec 2021 income posted in 2022 _ $4182.47 less dec 2021 income posted in 2023 _ $5564.15, closely held assets fund basis adjustments: -344.8”

Raw XML Appendix316 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt	1	TRUSTEE
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IRS990/FormationYr	0	1994
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	PER THE TRUST DOCUMENT, THE ORGANIZATION SHALL AT ALL TIMES BE COMPOSED OF THREE PUBLIC CHARITY TRUSTEES AND TWO DONOR TRUSTEES. THE PUBLIC CHARITY TRUSTEES SHALL SERVE AT THE PLEASURE OF THE PUBLIC CHARITY AND MAY BE REMOVED BY THE PUBLIC CHARITY AT ANY TIME WITHOUT CAUSE. SAME THING GOES WITHIN THE DONOR TRUSTEES GROUP. IF ANY TRUSTEE FAILS OR CEASES TO ACT AS SUCH, THE PERSON OR ENTITY DESIGNATED BY THE TRUSTEE(WITHIN THE SAME TRUSTEE GROUP) SHALL SERVE AS SUCCESSOR. NO PUBLIC CHARITY TRUSTEE SHALL BE A "DISQUALIFED PERSON" AS DEFINED IN TREASURY REGULATION SECTION 1.509(a)-4(j). THE DONOR TRUSTEE SHALL DESIGNATE A PERSON OR ENTITY TO FILL THE VACANCY (WITHIN THE DONOR TRUSTEE GROUP); BUT IF THE DONOR TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESIGNATES NO SUCH SUCCESSOR, THE TRUSTEES SHALL PETITION THE KING COUNTY SUPERIOR COURT FOR APPOINTMENT OF A SUCCESSOR IN ACCORDANCE WITH RCW 11.98.039(3) OR ANY AMENDED OR RENUMBERED PROVISION OF THE REVISED CODE OF WASHINGTON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	NANCY B BUCK CHARITABLE SUPPORTING FOUNDATION IS A TRUST AND ITS ASSETS ARE CURRENTLY BEING MANAGED BY LAIRD NORTON TRUST COMPANY, THE CORPORATE TRUSTEE. PLEASE REFER TO ARTICLE 9 (GOVERNING LAW) OF THE TRUST DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	LAIRD NORTON TRUST COMPANY, AS CORPORATE TRUSTEE, REVIEWS THE TAX RETURN PREPARED BY ERNST & YOUNG, LLP, THE TAX PREPARER, AND FILES THE RETURN WITH THE INTERNAL REVENUE SERVICE AND WITH THE STATE OF WASHINGTON SECRETARY OF STATE IN A TIMELY MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	NAMES AND ADDRESSES OF THE TRUSTEES WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: DANIEL STEELAR, SONYA STUPEL, SCOTT DEENY, REBECCA GARRETT OF THE NATURE CONSERVANCY IN ARIZONA, 1510 E FORT LOWELL ROAD,TUSCON, AZ 85719-2313, BRUCE REED, 1522 18TH AVE. #302, SEATTLE, WA 98122, DAWN TEUFEL, 1102 E PASEO PAVON, TUCSON, AZ 85718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	THE TRUST DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	DEC 2021 INCOME POSTED IN 2022 _ $4182.47 LESS DEC 2021 INCOME POSTED IN 2023 _ $5564.15, CLOSELY HELD ASSETS FUND BASIS ADJUSTMENTS: -344.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 10b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd	0	false
IRS990/SignificantNewProgramSrvcInd	0	false
IRS990/StatesWhereCopyOfReturnIsFldCd	0	WA
IRS990/SubjectToExcsTaxNetInvstIncInd	0	false
IRS990/SubjectToProxyTaxInd	0	false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990/TaxablePartyNotificationInd	0	false
IRS990/TaxExemptBondsInd	0	false
IRS990/TerminateOperationsInd	0	false
IRS990/TotalAssetsBOYAmt	0	3993254
IRS990/TotalAssetsEOYAmt	0	4002439
IRS990/TotalAssetsGrp/BOYAmt	0	3993254
IRS990/TotalAssetsGrp/EOYAmt	0	4002439
IRS990/TotalCompGreaterThan150KInd	0	false
IRS990/TotalEmployeeCnt	0	0
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt	0	0
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt	0	55771
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt	0	0
IRS990/TotalFunctionalExpensesGrp/TotalAmt	0	55771
IRS990/TotalGrossUBIAmt	0	0
IRS990/TotalLiabilitiesBOYAmt	0	0
IRS990/TotalLiabilitiesEOYAmt	0	0
IRS990/TotalLiabilitiesGrp/BOYAmt	0	0
IRS990/TotalLiabilitiesGrp/EOYAmt	0	0
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt	0	3993254
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt	0	4002439
IRS990/TotalOtherCompensationAmt	0	0
IRS990/TotalReportableCompFromOrgAmt	0	15287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	77848
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt	0	66673
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt	0	3993254
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt	0	4002439
IRS990/TotReportableCompRltdOrgAmt	0	0
IRS990/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990/TypeOfOrganizationTrustInd	0	X
IRS990/UnrelatedBusIncmOverLimitInd	0	false
IRS990/UponRequestInd	0	X
IRS990/USAddress/AddressLine1Txt	0	801 SECOND AVENUE SUITE 1600
IRS990/USAddress/CityNm	0	SEATTLE
IRS990/USAddress/StateAbbreviationCd	0	WA
IRS990/USAddress/ZIPCd	0	98104
IRS990/VotingMembersGoverningBodyCnt	0	0
IRS990/VotingMembersIndependentCnt	0	0
IRS990/WebsiteAddressTxt	0	N/A
IRS990/WhistleblowerPolicyInd	0	false
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LAIRD NORTON TRUST COMPANY LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2064645100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	N BUCK CHAR SUPPTNG FDN TR
ReturnHeader/Filer/BusinessNameControlTxt	0	BUCK
ReturnHeader/Filer/EIN	0	916376590
ReturnHeader/Filer/PhoneNum	0	2064645100
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	801 SECOND AVENUE SUITE 1600
ReturnHeader/Filer/USAddress/CityNm	0	SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WA
ReturnHeader/Filer/USAddress/ZIPCd	0	98104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1201 ELM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	75270
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2147561462
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SHUJUN LI
ReturnHeader/ReturnTs	0	2023-05-12T13:00:36-05:00
ReturnHeader/ReturnTypeCd	0	990
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,002,439
Liabilities: $0
Net assets: $4,002,439
Revenue: $66,673
Expenses: $55,771
Net income: $10,902

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.90	$0.00	$3.90	$0.45	$0.23	$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.71	$0.00	$3.71	$0.09	$0.38	$0.29
2022Detailed filing. Detailed filing data is available for this year.	$4.00	$0.00	$4.00	$0.07	$0.06	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.99	$0.00	$3.99	$0.34	$0.25	$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.95	$0.00	$3.95	$0.10	$0.23	$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.28	$0.00	$4.28	$0.12	$0.22	$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.38	$0.00	$4.38	$0.55	$0.24	$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.07	$0.00	$4.07	$0.17	$0.24	$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.15	$0.00	$4.15	$0.16	$0.22	$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.21	$0.00	$4.21	$0.14	$0.26	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.16	$0.27	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$4.45	$0.00	$4.45	$0.38	$0.26	$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.33	$0.00	$4.33		$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.41	$0.00	$4.41		$0.30