> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withheadlight.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Sample payload
> Post the Calderwood family household to the embed chart after the iframe is ready.
Use this payload as `chartData` in the [quickstart](/embed/quickstart) `render` message. It is a five-generation sample household: 17 people, 26 relationships, 14 trusts, and 4 entities.
## Render message
After `ready`, post this to the iframe. Replace `token` with the JWT from [token minting](/embed/token-minting).
```js theme={null}
iframe.contentWindow.postMessage(
{
type: "render",
v: 1,
token,
payload: chartData,
},
"https://embed.withheadlight.com"
);
```
In React, pass the same object to ``. See [Embed with React](/embed/react).
Optional: set `options.perspectivePersonId` to `"calderwood-family-marcus"` to open the chart from Marcus.
After `rendered`, you can focus or search with partner IDs from this payload:
```js theme={null}
iframe.contentWindow.postMessage(
{ type: "focus", v: 1, nodeId: "calderwood-family-marcus" },
"https://embed.withheadlight.com"
);
iframe.contentWindow.postMessage(
{ type: "find", v: 1, query: "Calderwood" },
"https://embed.withheadlight.com"
);
```
## Calderwood payload
```json theme={null}
{
"v": 1,
"people": [
{
"id": "calderwood-family-augustus",
"firstName": "Augustus",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1920-04-12",
"dateOfDeath": "1994-08-03",
"isDeceased": true
},
{
"id": "calderwood-family-vivian",
"firstName": "Vivian",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1924-09-30",
"dateOfDeath": "2001-02-18",
"isDeceased": true
},
{
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1948-06-02",
"dateOfDeath": null
},
{
"id": "calderwood-family-eleanor",
"firstName": "Eleanor",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1950-01-19",
"dateOfDeath": "2019-11-14",
"isDeceased": true
},
{
"id": "calderwood-family-diana",
"firstName": "Diana",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1974-03-08",
"dateOfDeath": null
},
{
"id": "calderwood-family-tomas",
"firstName": "Tomás",
"lastName": "Reyes",
"suffix": null,
"dateOfBirth": "1973-11-22",
"dateOfDeath": null
},
{
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1976-07-15",
"dateOfDeath": null
},
{
"id": "calderwood-family-lena",
"firstName": "Lena",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1978-02-04",
"dateOfDeath": null
},
{
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1979-10-30",
"dateOfDeath": null
},
{
"id": "calderwood-family-priya",
"firstName": "Priya",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1981-05-17",
"dateOfDeath": null
},
{
"id": "calderwood-family-sabrina",
"firstName": "Sabrina",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "1983-12-01",
"dateOfDeath": null
},
{
"id": "calderwood-family-lucia",
"firstName": "Lucia",
"lastName": "Reyes",
"suffix": null,
"dateOfBirth": "2002-08-14",
"dateOfDeath": null
},
{
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "2004-04-27",
"dateOfDeath": null
},
{
"id": "calderwood-family-mara",
"firstName": "Mara",
"lastName": "Chen",
"suffix": null,
"dateOfBirth": "2004-09-09",
"dateOfDeath": null
},
{
"id": "calderwood-family-nathan",
"firstName": "Nathan",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "2006-01-11",
"dateOfDeath": null
},
{
"id": "calderwood-family-anaya",
"firstName": "Anaya",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "2008-06-23",
"dateOfDeath": null
},
{
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null,
"dateOfBirth": "2018-03-05",
"dateOfDeath": null
}
],
"relationships": [
{
"id": "calderwood-family-rel-0",
"fromPersonId": "calderwood-family-vivian",
"toPersonId": "calderwood-family-augustus",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-1",
"fromPersonId": "calderwood-family-eleanor",
"toPersonId": "calderwood-family-harold",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-2",
"fromPersonId": "calderwood-family-tomas",
"toPersonId": "calderwood-family-diana",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-3",
"fromPersonId": "calderwood-family-lena",
"toPersonId": "calderwood-family-marcus",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-4",
"fromPersonId": "calderwood-family-priya",
"toPersonId": "calderwood-family-julian",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-5",
"fromPersonId": "calderwood-family-mara",
"toPersonId": "calderwood-family-eli",
"relationshipType": "SPOUSE"
},
{
"id": "calderwood-family-rel-6",
"fromPersonId": "calderwood-family-augustus",
"toPersonId": "calderwood-family-harold",
"relationshipType": "PARENT"
},
{
"id": "calderwood-family-rel-7",
"fromPersonId": "calderwood-family-vivian",
"toPersonId": "calderwood-family-harold",
"relationshipType": "PARENT"
},
{
"id": "calderwood-family-rel-8",
"fromPersonId": "calderwood-family-diana",
"toPersonId": "calderwood-family-harold",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-9",
"fromPersonId": "calderwood-family-diana",
"toPersonId": "calderwood-family-eleanor",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-10",
"fromPersonId": "calderwood-family-marcus",
"toPersonId": "calderwood-family-harold",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-11",
"fromPersonId": "calderwood-family-marcus",
"toPersonId": "calderwood-family-eleanor",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-12",
"fromPersonId": "calderwood-family-julian",
"toPersonId": "calderwood-family-harold",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-13",
"fromPersonId": "calderwood-family-julian",
"toPersonId": "calderwood-family-eleanor",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-14",
"fromPersonId": "calderwood-family-sabrina",
"toPersonId": "calderwood-family-harold",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-15",
"fromPersonId": "calderwood-family-sabrina",
"toPersonId": "calderwood-family-eleanor",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-16",
"fromPersonId": "calderwood-family-lucia",
"toPersonId": "calderwood-family-diana",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-17",
"fromPersonId": "calderwood-family-lucia",
"toPersonId": "calderwood-family-tomas",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-18",
"fromPersonId": "calderwood-family-eli",
"toPersonId": "calderwood-family-marcus",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-19",
"fromPersonId": "calderwood-family-eli",
"toPersonId": "calderwood-family-lena",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-20",
"fromPersonId": "calderwood-family-nathan",
"toPersonId": "calderwood-family-julian",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-21",
"fromPersonId": "calderwood-family-nathan",
"toPersonId": "calderwood-family-priya",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-22",
"fromPersonId": "calderwood-family-anaya",
"toPersonId": "calderwood-family-julian",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-23",
"fromPersonId": "calderwood-family-anaya",
"toPersonId": "calderwood-family-priya",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-24",
"fromPersonId": "calderwood-family-mia",
"toPersonId": "calderwood-family-eli",
"relationshipType": "CHILD"
},
{
"id": "calderwood-family-rel-25",
"fromPersonId": "calderwood-family-mia",
"toPersonId": "calderwood-family-mara",
"relationshipType": "CHILD"
}
],
"trusts": [
{
"id": "calderwood-family-augustus-dynasty",
"name": "Augustus Calderwood 1978 Dynasty Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "DYNASTY",
"taxStatus": "NON_GRANTOR",
"gstExempt": true,
"jurisdiction": "Washington",
"dateEstablished": "1978-03-15",
"fundingAmount": 8500000,
"currentValue": 42000000,
"trustees": [
{
"id": "calderwood-family-augustus-dynasty-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-trustee-1",
"personId": "calderwood-family-marcus",
"roleType": "SUCCESSOR_TRUSTEE",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-augustus-dynasty-beneficiary-0",
"personId": "calderwood-family-harold",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-1",
"personId": "calderwood-family-marcus",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-2",
"personId": "calderwood-family-julian",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-3",
"personId": "calderwood-family-diana",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-diana",
"firstName": "Diana",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-4",
"personId": "calderwood-family-eli",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-5",
"personId": "calderwood-family-nathan",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-nathan",
"firstName": "Nathan",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-6",
"personId": "calderwood-family-lucia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-lucia",
"firstName": "Lucia",
"lastName": "Reyes",
"suffix": null
}
},
{
"id": "calderwood-family-augustus-dynasty-beneficiary-7",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-harold-rev",
"name": "Harold Calderwood Revocable Trust",
"trustType": "REVOCABLE",
"trustStructure": "OTHER",
"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
"dateEstablished": "1995-06-01",
"fundingAmount": null,
"currentValue": 18500000,
"trustees": [
{
"id": "calderwood-family-harold-rev-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-harold-rev-beneficiary-0",
"personId": "calderwood-family-eleanor",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-eleanor",
"firstName": "Eleanor",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-rev-beneficiary-1",
"personId": "calderwood-family-marcus",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-rev-beneficiary-2",
"personId": "calderwood-family-julian",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-rev-beneficiary-3",
"personId": "calderwood-family-diana",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-diana",
"firstName": "Diana",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-rev-beneficiary-4",
"personId": "calderwood-family-sabrina",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-sabrina",
"firstName": "Sabrina",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-eleanor-cst",
"name": "Eleanor Calderwood Credit Shelter Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "CREDIT_SHELTER_BYPASS_TRUST",
"taxStatus": "NON_GRANTOR",
"jurisdiction": "Washington",
"dateEstablished": "2019-12-01",
"fundingAmount": null,
"currentValue": 13990000,
"trustees": [
{
"id": "calderwood-family-eleanor-cst-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-eleanor-cst-beneficiary-0",
"personId": "calderwood-family-harold",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-cst-beneficiary-1",
"personId": "calderwood-family-marcus",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-cst-beneficiary-2",
"personId": "calderwood-family-julian",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-cst-beneficiary-3",
"personId": "calderwood-family-diana",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-diana",
"firstName": "Diana",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-cst-beneficiary-4",
"personId": "calderwood-family-sabrina",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-sabrina",
"firstName": "Sabrina",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-eleanor-qtip",
"name": "Eleanor Calderwood QTIP Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "QTIP",
"taxStatus": "NON_GRANTOR",
"jurisdiction": "Washington",
"dateEstablished": "2019-12-01",
"fundingAmount": null,
"currentValue": 8200000,
"trustees": [
{
"id": "calderwood-family-eleanor-qtip-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-eleanor-qtip-beneficiary-0",
"personId": "calderwood-family-harold",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-qtip-beneficiary-1",
"personId": "calderwood-family-marcus",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-eleanor-qtip-beneficiary-2",
"personId": "calderwood-family-julian",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-harold-gst-exempt",
"name": "Calderwood 2012 GST-Exempt Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "DYNASTY",
"taxStatus": "NON_GRANTOR",
"gstExempt": true,
"jurisdiction": "Washington",
"dateEstablished": "2012-09-20",
"fundingAmount": 5200000,
"currentValue": 14800000,
"trustees": [
{
"id": "calderwood-family-harold-gst-exempt-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-harold-gst-exempt-beneficiary-0",
"personId": "calderwood-family-marcus",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-gst-exempt-beneficiary-1",
"personId": "calderwood-family-julian",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-gst-exempt-beneficiary-2",
"personId": "calderwood-family-eli",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-gst-exempt-beneficiary-3",
"personId": "calderwood-family-nathan",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-nathan",
"firstName": "Nathan",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-gst-exempt-beneficiary-4",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-harold-non-exempt",
"name": "Calderwood 2016 Non-Exempt Gift Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "NON_EXEMPT",
"taxStatus": "NON_GRANTOR",
"gstExempt": false,
"jurisdiction": "Washington",
"dateEstablished": "2016-04-11",
"fundingAmount": 3100000,
"currentValue": 7600000,
"trustees": [
{
"id": "calderwood-family-harold-non-exempt-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-harold-non-exempt-beneficiary-0",
"personId": "calderwood-family-diana",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-diana",
"firstName": "Diana",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-non-exempt-beneficiary-1",
"personId": "calderwood-family-sabrina",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-sabrina",
"firstName": "Sabrina",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-harold-non-exempt-beneficiary-2",
"personId": "calderwood-family-lucia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-lucia",
"firstName": "Lucia",
"lastName": "Reyes",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-harold-crut",
"name": "Calderwood Charitable Remainder Unitrust",
"trustType": "IRREVOCABLE",
"trustStructure": "CRT",
"taxStatus": "NON_GRANTOR",
"jurisdiction": "Washington",
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"trustees": [
{
"id": "calderwood-family-harold-crut-trustee-0",
"personId": "calderwood-family-harold",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-harold-crut-beneficiary-0",
"personId": "calderwood-family-harold",
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"person": {
"id": "calderwood-family-harold",
"firstName": "Harold",
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}
},
{
"id": "calderwood-family-harold-crut-beneficiary-1",
"personId": "calderwood-family-marcus",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-marcus-rev",
"name": "Marcus Calderwood Revocable Trust",
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"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
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"currentValue": 6200000,
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{
"id": "calderwood-family-marcus-rev-trustee-0",
"personId": "calderwood-family-marcus",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-marcus-rev-beneficiary-0",
"personId": "calderwood-family-lena",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-lena",
"firstName": "Lena",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-marcus-rev-beneficiary-1",
"personId": "calderwood-family-eli",
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"person": {
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"firstName": "Eli",
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"suffix": null
}
},
{
"id": "calderwood-family-marcus-rev-beneficiary-2",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-marcus-slat",
"name": "Marcus Calderwood 2018 SLAT",
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"trustStructure": "SLAT",
"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
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"currentValue": 13400000,
"trustees": [
{
"id": "calderwood-family-marcus-slat-trustee-0",
"personId": "calderwood-family-marcus",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-marcus-slat-beneficiary-0",
"personId": "calderwood-family-lena",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-lena",
"firstName": "Lena",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-marcus-slat-beneficiary-1",
"personId": "calderwood-family-eli",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
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"suffix": null
}
},
{
"id": "calderwood-family-marcus-slat-beneficiary-2",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-marcus-non-exempt",
"name": "Marcus Calderwood 2020 Non-Exempt Trust",
"trustType": "IRREVOCABLE",
"trustStructure": "NON_EXEMPT",
"taxStatus": "NON_GRANTOR",
"gstExempt": false,
"jurisdiction": "Washington",
"dateEstablished": "2020-12-18",
"fundingAmount": 2400000,
"currentValue": 5100000,
"trustees": [
{
"id": "calderwood-family-marcus-non-exempt-trustee-0",
"personId": "calderwood-family-marcus",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-marcus-non-exempt-beneficiary-0",
"personId": "calderwood-family-eli",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-marcus-non-exempt-beneficiary-1",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-marcus-ilit",
"name": "Marcus Calderwood ILIT",
"trustType": "IRREVOCABLE",
"trustStructure": "ILIT",
"taxStatus": "NON_GRANTOR",
"jurisdiction": "Washington",
"dateEstablished": "2015-05-22",
"fundingAmount": null,
"currentValue": 3200000,
"trustees": [
{
"id": "calderwood-family-marcus-ilit-trustee-0",
"personId": "calderwood-family-marcus",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-marcus",
"firstName": "Marcus",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-marcus-ilit-beneficiary-0",
"personId": "calderwood-family-lena",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-lena",
"firstName": "Lena",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-marcus-ilit-beneficiary-1",
"personId": "calderwood-family-eli",
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"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-marcus-ilit-beneficiary-2",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-julian-rev",
"name": "Julian Calderwood Revocable Trust",
"trustType": "REVOCABLE",
"trustStructure": "OTHER",
"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
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"fundingAmount": null,
"currentValue": 2800000,
"trustees": [
{
"id": "calderwood-family-julian-rev-trustee-0",
"personId": "calderwood-family-julian",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-julian-rev-beneficiary-0",
"personId": "calderwood-family-priya",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-priya",
"firstName": "Priya",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-julian-rev-beneficiary-1",
"personId": "calderwood-family-nathan",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-nathan",
"firstName": "Nathan",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-julian-rev-beneficiary-2",
"personId": "calderwood-family-anaya",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-anaya",
"firstName": "Anaya",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-eli-rev",
"name": "Eli Calderwood Revocable Trust",
"trustType": "REVOCABLE",
"trustStructure": "OTHER",
"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
"dateEstablished": "2024-01-10",
"fundingAmount": null,
"currentValue": 450000,
"trustees": [
{
"id": "calderwood-family-eli-rev-trustee-0",
"personId": "calderwood-family-eli",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-eli",
"firstName": "Eli",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-eli-rev-beneficiary-0",
"personId": "calderwood-family-mara",
"interestType": "INCOME",
"person": {
"id": "calderwood-family-mara",
"firstName": "Mara",
"lastName": "Chen",
"suffix": null
}
},
{
"id": "calderwood-family-eli-rev-beneficiary-1",
"personId": "calderwood-family-mia",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-mia",
"firstName": "Mia",
"lastName": "Calderwood",
"suffix": null
}
}
]
},
{
"id": "calderwood-family-nathan-rev",
"name": "Nathan Calderwood Revocable Trust",
"trustType": "REVOCABLE",
"trustStructure": "OTHER",
"taxStatus": "GRANTOR",
"jurisdiction": "Washington",
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"trustees": [
{
"id": "calderwood-family-nathan-rev-trustee-0",
"personId": "calderwood-family-nathan",
"roleType": "TRUSTEE",
"person": {
"id": "calderwood-family-nathan",
"firstName": "Nathan",
"lastName": "Calderwood",
"suffix": null
}
}
],
"beneficiaries": [
{
"id": "calderwood-family-nathan-rev-beneficiary-0",
"personId": "calderwood-family-anaya",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-anaya",
"firstName": "Anaya",
"lastName": "Calderwood",
"suffix": null
}
},
{
"id": "calderwood-family-nathan-rev-beneficiary-1",
"personId": "calderwood-family-julian",
"interestType": "REMAINDER",
"person": {
"id": "calderwood-family-julian",
"firstName": "Julian",
"lastName": "Calderwood",
"suffix": null
}
}
]
}
],
"entities": [
{
"id": "calderwood-family-calderwood-foundation",
"name": "Calderwood Family Foundation",
"entityType": "FOUNDATION",
"currentValue": 12500000,
"managerPersonId": "calderwood-family-harold",
"managerEntityId": null,
"managerTrustId": null,
"formationDate": "2005-04-01",
"ownerships": [
{
"id": "calderwood-family-calderwood-foundation-ownership-0",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-harold-crut",
"ownerEntityId": null,
"ownershipAmount": 100,
"ownershipType": "PERCENTAGE"
}
]
},
{
"id": "calderwood-family-family-holdings",
"name": "Calderwood Family Holdings LLC",
"entityType": "LLC",
"currentValue": 28000000,
"managerPersonId": "calderwood-family-harold",
"managerEntityId": null,
"managerTrustId": null,
"formationDate": "2009-03-18",
"ownerships": [
{
"id": "calderwood-family-family-holdings-ownership-0",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-harold-gst-exempt",
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"ownershipAmount": 40,
"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-family-holdings-ownership-1",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-harold-non-exempt",
"ownerEntityId": null,
"ownershipAmount": 20,
"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-family-holdings-ownership-2",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-marcus-slat",
"ownerEntityId": null,
"ownershipAmount": 25,
"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-family-holdings-ownership-3",
"ownerPersonId": "calderwood-family-harold",
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"ownerEntityId": null,
"ownershipAmount": 15,
"ownershipType": "PERCENTAGE"
}
]
},
{
"id": "calderwood-family-rainier-lp",
"name": "Rainier Operating Partners LP",
"entityType": "LP",
"currentValue": 52000000,
"managerPersonId": "calderwood-family-marcus",
"managerEntityId": null,
"managerTrustId": null,
"formationDate": "2011-09-12",
"ownerships": [
{
"id": "calderwood-family-rainier-lp-ownership-0",
"ownerPersonId": null,
"ownerTrustId": null,
"ownerEntityId": "calderwood-family-family-holdings",
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"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-rainier-lp-ownership-1",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-augustus-dynasty",
"ownerEntityId": null,
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"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-rainier-lp-ownership-2",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-harold-gst-exempt",
"ownerEntityId": null,
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"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-rainier-lp-ownership-3",
"ownerPersonId": "calderwood-family-marcus",
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"ownerEntityId": null,
"ownershipAmount": 10,
"ownershipType": "PERCENTAGE"
}
]
},
{
"id": "calderwood-family-cascade-ventures",
"name": "Cascade Ventures LLC",
"entityType": "LLC",
"currentValue": 8900000,
"managerPersonId": "calderwood-family-marcus",
"managerEntityId": null,
"managerTrustId": null,
"formationDate": "2017-01-25",
"ownerships": [
{
"id": "calderwood-family-cascade-ventures-ownership-0",
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"ownerTrustId": "calderwood-family-marcus-slat",
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"ownershipAmount": 60,
"ownershipType": "PERCENTAGE"
},
{
"id": "calderwood-family-cascade-ventures-ownership-1",
"ownerPersonId": null,
"ownerTrustId": "calderwood-family-marcus-rev",
"ownerEntityId": null,
"ownershipAmount": 40,
"ownershipType": "PERCENTAGE"
}
]
}
]
}
```