Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RIVERSTYX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2222 CLEVELAND AVENUE 1026
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA ROSA, CA95403
A Employer identification number

94-3373712
B Telephone number (see instructions)

(253) 677-0098
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,372,842J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,207
2 Check right arrow.............
3 Interest on savings and temporary cash investments 113,620 113,620 113,620
4 Dividends and interest from securities... 28,798 28,798 28,798
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,072,782
b Gross sales price for all assets on line 6a 1,560,117
7 Capital gain net income (from Part IV, line 2)... 1,072,782
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,219,407 1,215,200 142,418
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,718     1,718
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,310 37,317   15,993
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
662,012 150,958   511,054
17 Interest............... 1,008     1,008
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,209 1,209    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 126,192     126,193
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
20,146 1,696   18,450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 865,595 191,180   674,416
25 Contributions, gifts, grants paid....... 1,200,458 1,200,458
26 Total expenses and disbursements. Add lines 24 and 25 2,066,053 191,180   1,874,874
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -846,646
b Net investment income (if negative, enter -0-) 1,024,020
c Adjusted net income (if negative, enter -0-)... 142,418
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 938,553 691,435 691,435
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow517,650
Less: allowance for doubtful accounts right arrow   60,000 517,650 517,650
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 198,160 Click to see attachment
List of Attached Documents:
// Content
100,540 		98,633
b Investments—corporate stock (attach schedule)....... 1,575,398 Click to see attachment
List of Attached Documents:
// Content
2,821,017 		2,739,945
c Investments—corporate bonds (attach schedule)....... 3,935,136 Click to see attachment
List of Attached Documents:
// Content
1,342,037 		3,275,455
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
650,000 		Click to see attachment
List of Attached Documents:
// Content
1,049,724 		Click to see attachment
List of Attached Documents:
// Content
1,049,724
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,357,247 6,522,403 8,372,842
Liabilities 17 Accounts payable and accrued expenses..........   11,809
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   11,809
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,357,247 6,510,594
29 Total net assets or fund balances (see instructions)..... 7,357,247 6,510,594
30 Total liabilities and net assets/fund balances (see instructions). 7,357,247 6,522,403
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,357,247
2
Enter amount from Part I, line 27a .....................
2
-846,646
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,510,601
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,510,594
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ST PUBLICLY TRADED SEC P 2024-01-01 2024-01-02
b LT PUBLICLY TRADED SEC P 2022-01-01 2024-01-02
c Capital Gain Distributions P 2022-01-01 2024-01-02
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,759   37,553 -6,794
b 1,529,270   449,782 1,079,488
c 88     88
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -6,794
b       1,079,488
c       88
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,072,782
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -6,794
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,234
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 14,234
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,234
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 31,181
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,181
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 16,947
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,947 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.RIVERSTYXFOUNDATION.ORG
14
The books are in care ofright arrowHilary Friedrich Telephone no.right arrow (360) 201-1203

Located atright arrow2222 Cleveland Avenue 1026Santa RosaCA ZIP+4right arrow95403
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
T CODY SWIFT President
20.00 		0    
2222 CLEVELAND AVENUE 1026
SANTA ROSA,CA95403
MIRIAM VOLAT Secretary
40.00 		0    
2222 CLEVELAND AVENUE 1026
SANTA ROSA,CA95403
KEVIN BAYUK Treasurer
17.00 		0    
2222 CLEVELAND AVENUE 1026
SANTA ROSA,CA95403
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RIVERPSYKHE INC MANAGEMENT 556,000
10510 NORTHUP WAY STE 300
KIRKLAND,WA98033
VWC PS ACCOUNTING 53,310
10510 NORTHUP WAY STE 300
KIRKLAND,WA98033
BADGLEY PHELPS INVESTMENT MANAGERS INVESTMENT 57,882
1420 FIFTH AVE STE 3200
SEATTLE,WA98101
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TO SUPPORT OTHER QUALIFIED CHARITIES DEEMED APPROPRIATE BY THE BOARD OF TRUSTEES. THE BOARD MADE CHARITABLE CONTRIBUTIONS TO 46 DIFFERENT CHARITIES DURING 2024. 674,416
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 An investment of $300,000 was made into 2A Biosciences, INC. 300,000
2 An investment of $50,000 was made into Wasted* P.B.C. 50,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
49,724
Total. Add lines 1 through 3.........................right arrow399,724
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,090,763
b
Average of monthly cash balances.......................
1b
722,279
c
Fair market value of all other assets (see instructions)................
1c
1,147,818
d
Total (add lines 1a, b, and c).........................
1d
8,960,860
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,960,860
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
134,413
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,826,447
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
441,322
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
441,322
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,234
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,234
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
427,088
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
427,088
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
427,088
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,874,874
b
Program-related investments—total from Part VIII-B..................
1b
399,724
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,274,598
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 427,088
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 943,150
f Total of lines 3a through e ........ 943,150
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,274,598
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 427,088
e Remaining amount distributed out of corpus 1,847,510
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,790,660
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,790,660
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 943,150
e Excess from 2024.... 1,847,510
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
T CODY SWIFT
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
CHACRUNA INSTITUTE


1650 CALIFORNIA ST 10
SAN FRANCISCO,CA94109 		NONE PC Conference Support 2,500
CLUSTERBUSTERS INC


3850 GASKINS RD SUITE 120
RICHMOND,VA23233 		NONE PC Seed Funding Coordinating Research, Education, and Outreach exploring psychedelics for physiological illnesses 52,000
ECOLOGY ACTION OF SANTA CRUZ


877 CEDAR ST
SANTA CRUZ,CA95060 		NONE PC City Bicycle Infrastructure Planning 40,000
HEALING ADVOCACY FUND


8110 SE RAMONA STREET
PORTLAND,OR97206 		NONE PC Oregon and Colorado Psilocybin Implementation 30,000
HORIZON CENTER PBC


1216 FIFTH AVE
NEW YORK,NY10029 		NONE PC Psychedelic Conference NY 10,000
INDIGENOUS MEDICINE CONSERVATION FU


2222 CLEVELAND AVE 1014
SANTA ROSA,CA95403 		NONE PC Indigenous Community Assessment - Coca Leaf 10,000
INTERNATIONAL DARK SKY ASSOCIATION


5049 E BROADWAY BLVD SUITE 105
TUSCON,AZ85711 		NONE PC Protecting Dark Night Skies from Light Pollution 20,000
INTERNATIONAL SOCIETY FOR RESEARCH


3001 MERCER UNIVERSITY DR
ATLANTA,GA30341 		NONE PC 2025 Conference Support 2,000
JOHNS HOPKINS UNIVERSITY DEVELOPMEN


ONE MT PLAZA
BUFFALO,NY14203 		NONE PC Psilocybin and Alzheimer's Study 50,000
LIGARE INC


3 WHLLY AVE
SAVANNAH,GA31406 		NONE PC General Support 80,000
PACHAMAMA ALLIANCE


PRESIDIO BUILDING 1009 2ND FLOOR
SAN FRANCISCO,CA94129 		NONE PC Conservation in the Amazon Rainforest 5,000
PRISION UNIVERSITY PROJECT


2165 FRANCISCO BLVD E STE A
SAN RAFAEL,CA94901 		NONE PC San Quentin Prison Education 6,000
SAN FRANCISCO ZEN CENTER


222 BROADWAY
NEW YORK,NY10038 		NONE PC Zen Firefighter Retreat 11,000
SEATTLE UNIVERSITY MAP PROGRAM


901 12TH AVE
SEATTLE,WA98122 		NONE PC MAP Program Existential-Phenomenological Psychology 5,000
URBAN INDIGENEOUS COLLECTIVE


315 W 39TH STREET SUITE 1206
NEW YORK,NY10018 		NONE PC General Operating Support for Urban Natives in NY 5,000
MAPS


4525 SCOTTS VALLEY DR
SCOTTS VALLEY,CA95066 		NONE PC General Support 26,000
ALMA INSTITUTE


401 NE 19TH SUITE 200
PORTLAND,OR97232 		NONE PC Communities of Color Psilocybin Service Center Development in OR 25,000
LSU Health Sciences Center


433 Bolivar St 6th Floor
New Orleans,LA70112 		NONE PC General Support 10,000
Usona Institute Inc


2800 Woods Hollow Rd
Madison,WI53711 		NONE PC Legal Work Challenging Egregious Ayahuasca Patents 14,000
psilocybin assisted therapy associa


780 NW 163rd Ave
PORTLAND,OR97229 		NONE PC Fibromyalgia Study 10,000
SSDP Students for Sensible Drug Pol


1800 M St NW 33051
WASHINGTON,DC20036 		NONE PC Effort to keep DOI/DOC from being scheduled 35,000
Women's Visionary Council


PO Box 5035
BERKELEY,CA94705 		NONE PC Women's Psychedelic Conference 7,500
McKenna Academy OF NATURAL PHILOSOP


4460 Redwood Hwy No 547
San Rafael,CA94903 		NONE PC 2025 Coca Leaf Conference 15,000
NYU Langone


550 First Avenue
NEW YORK,NY10016 		NONE PC Therapist funding support for the psilocybin advanced cancer study funded by NCI 15,000
coalition for compassionate care ca


2530 River Plaza Drive Suite 200
Sacramento,CA95833 		NONE PC Conference Event Sponsorship: Psychedelic Assisted Therapies in Palliative Care 1,000
UC Berkeley Center for Psychedelics


110 Sproul Hall
BERKELEY,CA94720 		NONE PC Riverstyx Foundation BIPOC Diversity Scholarship 21,500
chaikuni institute


993 Putumayo street
Iquitos,Loreto-Mayn16000
PE 		NONE PC Supporting Indigenous Shipibo people in protection of the Peruvian Amazon 13,000
DINE YOUTH


PO Box 1599
Window Rock,AZ86515 		NONE PC Din Youth Conference Support 2,000
Gaudete Films


57 Bachly Crescent
King,OntarioL7B 0E8
CA 		NONE PC General Support 82,000
Healing Breakthrough


1040 Court St
San Rafael,CA94901 		NONE PC Veterans Advocacy 12,500
Youth Passageways


PO Box 46631
KANSAS CITY,MO64188 		NONE PC Lakota Prayer Lodge 183,000
Occidental Arts and Ecology Center


15290 Coleman Valley RD
Occidental,CA95465 		NONE PC Water Sustainability Design 15,000
Bendable Therapy


521 NW Harriman St
BEND,OR97703 		NONE PC Environmental Activist Psilocybin Retreat (EARTH) 23,480
Indigenous Medicine Conservation Fu


2222 CLEVELAND AVE 1014
SANTA ROSA,CA95403 		NONE PC Huachuma Collective - Huachuma/San Pedro Conservation in Peru 50,000
Stichting Transnational Institute


PO Box 14656
Amsterdam,The Netherlands1001
NL 		NONE PC Coca Leaf Advocacy Work in the World Health Organization (100k pledge) 50,000
Resolution Washington


PO Box 6184
Olympia,WA98507 		NONE PC WA Statewide Mediation Advocacy 25,000
Innovate Health


PO Box 1534
Buffalo,NY14231 		NONE PC Psilocybin Pilot Program for Environmental Scientists 17,300
Netherlands-America Foundation


505 8th Avenue Ste 12A-05
NEW YORK,NY10018 		NONE PC Xyrem for Cluster Headache Research 50,000
Transforming Chaplaincy


Suite 028 Annex 1653 West Congress
Chicago,IL60612 		NONE PC Psychedelic Chaplaincy Support 5,000
Center for Action and Contemplation


1705 5 Points Rd SW
Albuquerque,NM87105 		NONE PC General Support 5,000
Fireside Project


2443 Fillmore St
SAN FRANCISCO,CA94115 		NONE PC General Support 40,000
Indigenous Peyote Conservation Init


826 N FM 649
Hebbronville,TX78361 		NONE PC general support 50,000
Love Serve Remember Foundation


226 W Ojai Ave Ste 101 531
OJAI,CA93023 		NONE PC General Support 1,500
Pamaorama Global


2101 4th Ave Suite 2100
SEATTLE,WA98121 		NONE PC Psychedelic Health Equity Initiative 10,000
Psychedelic Science Funders Collabo


PO Box 170235
SAN FRANCISCO,CA94117 		NONE PC General Support 12,500
Shefa Jewish Psychedelic Support


NKA
BERKELY,CA94701 		NONE PC Portia Sofia 10,000
Other honorariums


NKA
NKA,CA95403 		NONE I research support 34,678
Total .................................right arrow 3a 1,200,458
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 113,620  
4 Dividends and interest from securities ....     14 28,798  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,072,782  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,215,200  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,215,200
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
Yes
 
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1b(4) 556,000 Riverpsykhe Inc management Fees for shared payroll expenses
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
RIVERSTYX FOUNDATION
 
Employer identification number

94-3373712
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RIVERSTYX FOUNDATION
  		Employer identification number
94-3373712
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
T CODY SWIFT IRREVOCABLE TRUST
PO BOX 1458
 
BELLEVUE, WA98009

$ 800,449


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
RIVERSTYX FOUNDATION
  		Employer identification number

94-3373712
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5,005 SHARES UPS STOCKRECORDED ON BOOKS AS DONATION AT COST $49 $ 800,400 2024-01-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RIVERSTYX FOUNDATION
  		Employer identification number

94-3373712
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 53,310 37,317 0 15,993

TY 2024 AllOthProgRltdInvestmentsSch
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Category Amount
An investment of $49,724 was made into Mad Capital Agriculture (Perennial Fund II). 49,724

TY 2024 InvestmentsCorpBondsSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED CORPORATE BONDS 1,342,037 3,275,455

TY 2024 InvestmentsCorpStockSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 2,821,017 2,739,945

TY 2024 InvestmentsGovtObligationsSch
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

100,540
US Government Securities - End of Year Fair Market Value:

98,633
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 LegalFeesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,718 0 0 1,718


TY 2024 OtherAssetsSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN 2A BIOSCIENCES 150,000 450,000 450,000
investment in mad capital   49,724  
Investment in Mad Capital     49,724
INVESTMENT IN MAPS 500,000 500,000 500,000
investment in wasted PBC   50,000  
Investment in Wasted PBC     50,000


TY 2024 OtherDecreasesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
ROUNDING 7


TY 2024 OtherExpensesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,703 1,696   7
DUES & subscriptions 5,745     5,745
IPCI Expenses 4,971     4,971
OFFICE EXPENSE 6,963     6,963
POSTAGE 764     764


TY 2024 OtherProfessionalFeesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 33,130 473 0 32,657
CONTRACT LABOR 15,000 0 0 15,000
INVESTMENT MANAGEMENT FEES 57,882 57,882 0 0
management fees 556,000 92,603 0 463,397


TY 2024 SubstantialContributorsSch
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Name Address
T CODY SWIFT IRREVOCABLE TRUST PO BOX 1458
BELLEVUE,WA98009


TY 2024 TaxesSchedule
Name:
RIVERSTYX FOUNDATION
EIN:
94-3373712
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAXES 1,209 1,209