THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202413069349100921
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T16:39:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911663336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 2538585050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN SIMPSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2538571654 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,299,440 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $58,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $599,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $853,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,143,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,073,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,054,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$136,409 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,791 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,665,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,953,398 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $406,802 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $406,802 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $520,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $531,897 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $202,889 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $200,158 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,227 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $95,272 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $821,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $536,821 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $63,918 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $48,690 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $15,228 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,993 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,767 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,491 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,947 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,947 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,654 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,750 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,750 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $611,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $456,954 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $395,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,766,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $775,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,241,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,830,314 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,237,599 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,596,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $775,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,478,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,930,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,178,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,001 | CashBOYAmt |
| Cash EOY | $58,138 | CashEOYAmt |
| Cash EOYFMV | $58,138 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,580,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,828,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,828,781 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38,068 | AcctRcvblAmt |
| Acct Rcvbl BOY | $40,450 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $38,068 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38,068 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,263,317 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,463,317 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,263,317 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,263,317 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,062 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,480 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,480 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $431,684 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $449,145 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $449,145 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,902,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,786,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,786,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,703,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,381,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,381,299 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $55,005,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,332,975 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,332,975 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $223,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,894 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $166,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $152,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $152,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,360,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,299,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,299,440 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $430,872 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $234,989 | AccountsPayableEOYAmt |
| Grants Payable BOY | $345,784 | GrantsPayableBOYAmt |
| Grants Payable EOY | $938,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $201,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $201,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $977,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,374,489 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $74,383,055 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,924,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,383,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,924,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,360,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,299,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,383,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,930,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,472,714 | OtherIncreasesAmt |
| Subtotal | $75,924,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,924,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $4,861,337 | $3,717,446 | $1,143,891 | $1,143,891 | |
| AKO GLOBAL | 2023-01-01 | 2023-12-31 | $2,540,848 | $500,000 | $2,040,848 | $2,040,848 | P |
| FUNDSMITH SUSTAINABLE EQUITY | 2023-01-01 | 2023-12-31 | $4,073,046 | $4,073,046 | $0 | $0 | P |
| OWNERSHIP CAPITAL GLOBAL EQUITY | 2023-01-01 | 2023-12-31 | $4,598,465 | $4,598,465 | $0 | $0 | P |
| CAPITAL GAINS FROM PASS THROUGH INVESTMENTS | 2023-01-01 | 2023-12-31 | $130,419 | -$130,419 | -$130,419 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,054,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $95,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $95,068 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50,891 | OverpaymentAmt |
| Applied To ES Tax | $50,891 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TRFF.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN SIMPSON | IndividualWithBooksNm |
| Phone | 2538585050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN SIMPSON | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | CEO | 40.00 | $406,802 | $30,426 | $0 |
| SARAH CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| CHRIS RURIK | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TIM CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | TREASURER | 1.00 | $0 | $0 | $0 |
| DION RURIK | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOSH CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIMI CHAU | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH CLEVELAND | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ERIN KAHN | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR OF STRATEGY | 26.00 | $181,826 | $28,198 | $0 |
| FABIOLA GREENAWALT | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM OFFICER | 40.00 | $132,954 | $25,748 | $0 |
| TERRANCE MCGEHEE | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM MANAGER | 40.00 | $99,623 | $42,014 | $0 |
| BRITTA FRANCESCONI | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | GRANTS & OPERATIONS | 40.00 | $113,411 | $24,437 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIEDEMANN WEALTH MANAGEMENT | |||||
| 200 BELLEVUE PARKWAY SUITE 525 | WILMINGTON | DE | 19809 | INVESTMENT ADVICE | $211,092 |
| GLOBAL IMPACT ACCESS PARTNERSHIP LP | |||||
| 200 BELLEVUE PARKWAY SUITE 525 | WILMINGTON | DE | 19809 | INVESTMENT MANAGER | $125,390 |
| FEAREY GROUP | |||||
| 1809 7TH AVE SUITE 1212 | SEATTLE | WA | 98101 | CONSULTING | $119,100 |
| CHRISTENSEN GLOBAL STRATEGIES LLC | |||||
| 131 4TH ST E | KETCHUM | ID | 83340 | CONSULTING | $106,774 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH ST STE 1400 | BELLEVUE | WA | 98004 | ACCOUNTING | $103,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM (JFP). JFP IS A YEAR-LONG PROGRAM THAT BRINGS TOGETHER A DIVERSE GROUP OF LEADERS WHO ARE ACTIVELY SERVING PIERCE COUNTY, WASHINGTON AND WORKING TO ADDRESS A WIDE RANGE OF COMMUNITY CHALLENGES. THE GOAL OF JFP IS TO DEEPEN LEADERSHIP SKILLS, EXPAND PERSPECTIVES AND ENCOURAGE EQUITABLE COLLABORATIONS FOR GRASSROOTS AND COMMUNITY LEADERS. IN THIS 12-MONTH, COHORT-BASED PROGRAM, FELLOWS MEET TWICE MONTHLY TO SHARE IN SKILLS TRAINING, EXPERIENTIAL LEARNING, AND COMMUNITY BUILDING. SEE ADDITIONAL DETAILS OF ACTIVITIES ON STATEMENT 16. | Description1Txt |
| Expenses1 | $313,450 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,414,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,856,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,544,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,815,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,815,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,137,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,677,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,733,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,733,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,177 | TotalTaxAmt |
| Distributable Before Adj | $3,689,719 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,693,719 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,693,719 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,478,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,478,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,693,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,040,344 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $417,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $457,218 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,993,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,478,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,478,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $215,068 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $215,068 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,778,876 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $825,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $953,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,960 | ExcessFromYear4Amt |
| Excess From Year3 | $417,422 | ExcessFromYear3Amt |
| Excess From Year1 | $457,218 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRITTA FRANCESCONI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2538571679 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS OF INQUIRY ARE RECEIVED THROUGH AN ONLINE GRANT MAKING PROGRAM (FOUNDANT TECHNOLOGIES) THAT IS ACCESSED THROUGH THE TRFF WEBSITE AND MAY BE INVITED TO SUBMIT FULL PROPOSALS. THE INFORMATION AND MATERIALS REQUESTED VARY FOR EACH PROGRAM BUT TYPICALLY INCLUDE PROJECT DETAILS, BUDGET, AND LISTS OF KEY STAFF AND THE BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT CYCLE DEADLINES MAY BE ACCESSED ON THE TRFF WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL JR. FUND, AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NONPROFIT 501(C)3 OR COMPLETED THROUGH EXPENDITURE RESPONSIBILITY IF IT IS FOR A CHARITABLE PURPOSE. THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (ENVIRONMENTAL EDUCATION) AND MUST SERVE THE FIVE COUNTIES SURROUNDING PUGET SOUND - KING, KITSAP, PIERCE, SNOHOMISH AND THURSTON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIYA CLEMONS | ||||||||
| 5309 S ORCHARD ST APT 44 | TACOMA | WA | 98467 | NONE | I | CLASS 10 FELLOW - ACHIYA CLEMONS | $3,000 | |
| ACHIYA CLEMONS | ||||||||
| 5309 S ORCHARD ST APT 44 | TACOMA | WA | 98467 | NONE | I | CLASS 10 FELLOW - ACHIYA CLEMONS | $2,500 | |
| ACHIYA CLEMONS | ||||||||
| 5309 S ORCHARD ST APT 44 | TACOMA | WA | 98467 | NONE | I | CLASS 10 FELLOW - ACHIYA CLEMONS | $3,000 | |
| AMERICAN LEADERSHIP FORUM | ||||||||
| 1119 PACIFIC AVENUE SUITE 801 | TACOMA | WA | 98402 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| AS YOU SOW | ||||||||
| PO BOX 751 | BERKELEY | CA | 94701 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| ASCEND LEADERSHIP THROUGH ATHLETICS | ||||||||
| PO BOX 7734 | ARLINGTON | VA | 22207 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||
| BILLINGS MIDDLE SCHOOL | ||||||||
| 12351 8TH AVE NE | SEATTLE | WA | 98125 | PC | EMPLOYEE MATCH | $525 | ||
| BRAIDED SEEDS | ||||||||
| PO BOX 58512 | TUKWILA | WA | 98138 | PC | SUMMER RECLAMATION TRIPS | $12,000 | ||
| CAMP GALLAGHER | ||||||||
| PO BOX 24103 | SEATTLE | WA | 98124 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| CAMP SOLOMON SCHECHTER | ||||||||
| 117 E LOUISA ST 110 | SEATTLE | WA | 98102 | PC | THE MENTOR TRAINING WEEKEND SUPPORTS POTENTIAL MENTORS AND FUTURE LEADERS FOR OSPREY CAMP. THIS WEEKEND INCLUDES HANDS-ON TRAINING IN ACADEMIC KNOWLEDGE, SKILLS, AND CONFIDENCE TO WORK WITH YOUTH IN UNDERSERVED COMMUNITIES IN WASHINGTON STATE. | $7,500 | ||
| CHAPEL HILL PRESBYTERIAN CHURCH | ||||||||
| PO BOX 829 | GIG HARBOR | WA | 98335 | PC | EMPLOYEE MATCH | $700 | ||
| CHAPEL HILL PRESBYTERIAN CHURCH | ||||||||
| PO BOX 829 | GIG HARBOR | WA | 98335 | PC | EMPLOYEE MATCH | $2,400 | ||
| CHIEF SEATTLE CLUB | ||||||||
| 410 - SECOND AVE EXTENSION S | SEATTLE | WA | 98104 | PC | GENERAL OPERATING SUPPORT | $155 | ||
| CHRISTINA QIAO | ||||||||
| 11009 KIRKWOOD DR SW | LAKEWOOD | WA | 98498 | NONE | I | JFP CLASS 10 FELLOW - CHRISTINA QIAO | $3,000 | |
| CHRISTINA QIAO | ||||||||
| 11009 KIRKWOOD DR SW | LAKEWOOD | WA | 98498 | NONE | I | JFP CLASS 10 FELLOW - CHRISTINA QIAO | $2,500 | |
| CHRISTINA QIAO | ||||||||
| 11009 KIRKWOOD DR SW | LAKEWOOD | WA | 98498 | NONE | I | JFP CLASS 10 FELLOW - CHRISTINA QIAO | $3,000 | |
| CLIMATE SOLUTIONS | ||||||||
| 1402 THIRD AVE SUITE 1200 | SEATTLE | WA | 98101 | PC | EMPLOYEE MATCH | $105 | ||
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | PC | LAZARUS FUND | $50,000 | ||
| COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY | ||||||||
| PO BOX 206 | NORDLAND | WA | 98358 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| COMMUNITY FOOD CO-OP'S FARM FUND FISCALLY SPONSORED BY WHATCOM LAND TRUST | ||||||||
| 405 E HOLLY ST | BELLINGHAM | WA | 98225 | PC | GENERAL OPERATING SUPPORT - FARM FUND | $5,000 | ||
| CONFLUENCE PHILANTHROPY | ||||||||
| 215 LEXINGTON AVE 10TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||
| COVENANT YOUTH OF ALASKA | ||||||||
| PO BOX 203356 | ANCHORAGE | AK | 99654 | PC | ALASKAN LEADERS FUND | $2,000 | ||
| COVENANT YOUTH OF ALASKA | ||||||||
| PO BOX 203356 | ANCHORAGE | AK | 99654 | PC | CHRIS LOCKWOOD CAMP SCHOLARSHIP FUND | $5,000 | ||
| CRISIS CONNECTIONS | ||||||||
| PO BOX 19612 | SEATTLE | WA | 98109 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| CYRIL D WALROND | ||||||||
| 406 E 66TH ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - CYRIL WALROND | $3,000 | |
| CYRIL D WALROND | ||||||||
| 406 E 66TH ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - CYRIL WALROND | $2,500 | |
| CYRIL D WALROND | ||||||||
| 406 E 66TH ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - CYRIL WALROND | $3,000 | |
| DAVIDA SHARPE-HAYGOOD | ||||||||
| 1516 12THST SW | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD | $2,500 | |
| DAVIDA SHARPE-HAYGOOD | ||||||||
| 1516 12THST SW | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD | $3,000 | |
| DAVIDA SHARPE-HAYGOOD | ||||||||
| 1516 12THST SW | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD | $3,000 | |
| ECOCHALLENGEORG | ||||||||
| PO BOX 14911 | PORTLAND | OR | 98293 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| ENVIRONMENTAL SCIENCE CENTER | ||||||||
| 126 SW 148TH C100-170 | BURIEN | WA | 98166 | PC | ENVIRONMENTAL HEROES: EDUCATION, RESTORATION, AND LEADERSHIP FOR SOUTH KING COUNTY YOUTH | $25,000 | ||
| FOOD BANK OF ALASKA INC | ||||||||
| 2192 VIKING DRIVE | ANCHORAGE | AK | 99501 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| FOOD CONNECTS | ||||||||
| 22 BROWNE COURT UNIT 103 | BRATTLEBORO | VT | 05301 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | PC | SCIENCE ON THE SEA | $65,000 | ||
| FOUNDATION FOR TACOMA STUDENTS | ||||||||
| 919 SOUTH 9TH STREET | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| FRIENDS OF NORTH CREEK FOREST | ||||||||
| PO BOX 2053 | BOTHELL | WA | 980412053 | PC | ENVIRONMENTAL EDUCATION GENERAL OPERATING SUPPORT 2023 | $25,000 | ||
| GARDEN RAISED BOUNTY (GRUB) | ||||||||
| 2016 ELLIOTT AVE NW | OLYMPIA | WA | 98502 | PC | VOCATIONAL PATHWAYS FOR GRUB YOUTH | $20,000 | ||
| GIG HARBOR PENINSULA FISH | ||||||||
| 4425 BURNHAM DRIVE | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| GREAT PENINSULA CONSERVANCY | ||||||||
| 423 PACIFIC AVENUE SUITE 300 | BREMERTON | WA | 98337 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | PC | STRATEGIC IMPACT DISCRETIONARY FUND - TACOMA PUBLIC SCHOOLS PRINCIPAL RETIREMENT CELEBRATION | $1,500 | ||
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | EMPLOYEE MATCH | $250 | ||
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | EMPLOYEE MATCH | $500 | ||
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | MAUI STRONG FUND - GENERAL OPERATING SUPPORT | $25,000 | ||
| HILLTOP ARTISTS IN RESIDENCE | ||||||||
| PO BOX 6828 | TACOMA | WA | 98403 | PC | EMPLOYEE MATCH | $525 | ||
| HILLTOP ARTISTS IN RESIDENCE | ||||||||
| PO BOX 6829 | TACOMA | WA | 98403 | PC | EMPLOYEE MATCHING GIFT | $183 | ||
| HUNGER INTERVENTION PROGRAM | ||||||||
| 3841 NE 123RD ST | SEATTLE | WA | 981255755 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| INVEST FOR BETTER INC | ||||||||
| 2 ROSS CIR | OAKLAND | CA | 94618 | PC | EMPLOYEE MATCH | $104 | ||
| ISLANDWOOD | ||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | PC | GENERAL OPERATING SUPPORT FOR YOUTH ENVIRONMENTAL EDUCATION PROGRAMMING | $25,000 | ||
| JAKE NAU | ||||||||
| 1214 HUSON DR | TACOMA | WA | 98405 | NONE | I | JFP CLASS 10 FELLOW - JAKE NAU | $3,000 | |
| JAKE NAU | ||||||||
| 1214 HUSON DR | TACOMA | WA | 98405 | NONE | I | JFP CLASS 10 FELLOW - JAKE NAU | $2,500 | |
| JAKE NAU | ||||||||
| 1214 HUSON DR | TACOMA | WA | 98405 | NONE | I | JFP CLASS 10 FELLOW - JAKE NAU | $3,000 | |
| JAQUETTE EASTERLIN | ||||||||
| 4517 S JUNETT ST B | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN | $2,500 | |
| JAQUETTE EASTERLIN | ||||||||
| 4517 S JUNETT ST B | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN | $3,000 | |
| JAQUETTE EASTERLIN | ||||||||
| 4517 S JUNETT ST B | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN | $3,000 | |
| KELSEY LONGRIE | ||||||||
| 2270 MADRONA DR SE | PORT ORCHARD | WA | 98366 | NONE | I | JFP CLASS 10 FELLOW - KELSEY LONGRIE | $2,500 | |
| KELSEY LONGRIE | ||||||||
| 2270 MADRONA DR SE | PORT ORCHARD | WA | 98366 | NONE | I | JFP CLASS 10 FELLOW - KELSEY LONGRIE | $3,000 | |
| KELSEY LONGRIE | ||||||||
| 2270 MADRONA DR SE | PORT ORCHARD | WA | 98366 | NONE | I | JFP CLASS 10 FELLOW - KELSEY LONGRIE | $3,000 | |
| KEY PENINSULA CIVIC CENTER ASSOCIATION | ||||||||
| PO BOX 82 | VAUGHN | WA | 98394 | PC | KEY PENINSULA NEWS | $1,500 | ||
| KITSAP HUMANE SOCIETY | ||||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | PC | EMPLOYEE MATCH | $1,023 | ||
| L'ARCHE TAHOMA HOPE | ||||||||
| 12303 36TH AVENUE EAST | TACOMA | WA | 98446 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| LEADERSHIP TOMORROW | ||||||||
| 1301 FIFTH AVENUE SUITE 1500 | SEATTLE | WA | 981012611 | PC | GENERAL OPERATING SUPPORT | $129 | ||
| LUIS A GARCIA | ||||||||
| 215 N YAKIMA AVE | TACOMA | WA | 98403 | NONE | I | JFP CLASS 10 FELLOW - LUIS A GARCIA | $2,500 | |
| LUIS A GARCIA | ||||||||
| 215 N YAKIMA AVE | TACOMA | WA | 98403 | NONE | I | JFP CLASS 10 FELLOW - LUIS A GARCIA | $3,000 | |
| LUIS A GARCIA | ||||||||
| 215 N YAKIMA AVE | TACOMA | WA | 98403 | NONE | I | JFP CLASS 10 FELLOW - LUIS A GARCIA | $3,000 | |
| MAIRA MARISCAL | ||||||||
| 1017 S PEARL ST 17A | TACOMA | WA | 98465 | NONE | I | JFP CLASS 10 FELLOW - MAIRA MARISCAL | $3,000 | |
| MAIRA MARISCAL | ||||||||
| 1017 S PEARL ST 17A | TACOMA | WA | 98465 | NONE | I | JFP CLASS 10 FELLOW - MAIRA MARISCAL | $2,500 | |
| MAIRA MARISCAL | ||||||||
| 1017 S PEARL ST 17A | TACOMA | WA | 98465 | NONE | I | JFP CLASS 10 FELLOW - MAIRA MARISCAL | $3,000 | |
| MARY CURRY | ||||||||
| 5707 SOUTH GOVE STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - MARY CURRY | $2,500 | |
| MARY CURRY | ||||||||
| 5707 SOUTH GOVE STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - MARY CURRY | $3,000 | |
| MARY CURRY | ||||||||
| 5707 SOUTH GOVE STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - MARY CURRY | $3,000 | |
| MAUI UNITED WAY INC | ||||||||
| 95 MAHALANI STREET SUITE 24 | WAILUKU | HI | 96793 | PC | EMPLOYEE MATCH | $250 | ||
| MELO HOGAN | ||||||||
| 5801 E K ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - MELO HOGAN | $2,500 | |
| MELO HOGAN | ||||||||
| 5801 E K ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - MELO HOGAN | $3,000 | |
| MELO HOGAN | ||||||||
| 5801 E K ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - MELO HOGAN | $3,000 | |
| NONPROFIT FINANCE FUND | ||||||||
| 5 HANOVER SQUARE 9TH FLOOR | NEW YORK | NY | 10004 | PC | EQUITY AUDIT AND BUILDING OUT A DEIB FRAMEWORK | $2,000 | ||
| NORTHWEST NATURAL RESOURCE GROUP | ||||||||
| 2701 1ST AVE SUITE 240 | SEATTLE | WA | 98121 | PC | FOREST AND CLIMATE SOLUTIONS FOR THE NEXT GENERATION | $12,500 | ||
| NORTHWEST YOUTH CORPS | ||||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | PC | SOUND TO SUMMIT EXPANSION, YEAR 2 | $20,500 | ||
| OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION) | ||||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||
| PACIFIC EDUCATION INSTITUTE | ||||||||
| MARKET PLACE OFFICE BLD 724 | OLYMPIA | WA | 98501 | PC | YOUTH ENGAGED IN SUSTAINABLE SYSTEMS (YESS) | $30,000 | COLUMBIA ST NW SUITE 255 | |
| PEOPLE FOR ANIMAL CARE AND KINDNESS | ||||||||
| PO BOX 1190 | GIG HARBOR | WA | 98335 | PC | EMPLOYEE MATCH | $520 | ||
| PHINNEY NEIGHBORHOOD ASSOCIATION | ||||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | EMPLOYEE MATCH | $80 | ||
| PONY UP RESCUE | ||||||||
| PO BOX 1023 | OLALLA | WA | 98359 | PC | EMPLOYEE MATCH | $500 | ||
| PORT TOWNSEND MARINE SCIENCE CENTER | ||||||||
| 532 BATTERY WAY | PORT TOWNSEND | WA | 98368 | PC | GROWING OCEAN STEWARDS | $20,000 | ||
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 130 NICKERSON STREET SUITE 107 | SEATTLE | WA | 98109 | PC | LOST URBAN CREEKS PROJECT | $20,000 | ||
| RENEWABLE ENERGY ALASKA PROJECT | ||||||||
| 308 G ST STE 225 | ANCHORAGE | AK | 99501 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE) | ||||||||
| 3236 SW AVALON WAY APT 305 | SEATTLE | WA | 98122 | PC | GET INTO IT: MARITIME | $18,000 | ||
| SEATTLE PARKS FOUNDATION | ||||||||
| PO BOX 3541 | SEATTLE | WA | 981243541 | PC | EMPLOYEE MATCH | $3,000 | ||
| SECOND CYCLE COMMUNITY BIKE SHOP | ||||||||
| 1205 MLK JR WAY | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| SELLWOOD COMMUNITY HOUSE | ||||||||
| 1436 SOUTHEAST SPOKANE STREET | PORTLAND | OR | 97202 | PC | MORELAND WOODS | $2,500 | ||
| SHADOW | ||||||||
| PO BOX 58963 | RENTON | WA | 98058 | PC | WILDERNESS ADVENTURE PROGRAMMING FOR THE OUTDOOR ACADEMY | $3,000 | ||
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | EMPLOYEE MATCH | $250 | ||
| SOUTH PUGET SOUND SALMON ENHANCEMENT GROUP | ||||||||
| 6700 MARTIN WAY EAST SUITE 112 | OLYMPIA | WA | 98516 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| SOUTH SOUND ESTUARY ASSOCIATION | ||||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | PC | K-12 ENVIRONMENTAL EDUCATION FIELD TRIPS: BAYSHORE FIELD STEM, CONSERVATION KIDS, ESTUARY LIFE AND LANDFORMS, ON THE WATER | $12,500 | ||
| SPIRIT TA'AN'PE'TU MISKA | ||||||||
| 4914 S MULLEN ST | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA | $2,500 | |
| SPIRIT TA'AN'PE'TU MISKA | ||||||||
| 4914 S MULLEN ST | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA | $3,000 | |
| SPIRIT TA'AN'PE'TU MISKA | ||||||||
| 4914 S MULLEN ST | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA | $3,000 | |
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | EMPLOYEE MATCH | $800 | ||
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | VOLUNTEER MATCH - SCB EXECELLENCE IN EDUCATION ANNUAL FUND | $1,000 | ||
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | EMPLOYEE MATCH | $500 | ||
| STANLEY ANN DUNHAM SCHOLARSHIP FUND | ||||||||
| 7683 SE 27TH ST 102 | MERCER ISLAND | WA | 98040 | PC | EMPLOYEE VOLUNTEER MATCHING GRANT | $1,000 | ||
| STEP BY STEP FAMILY SUPPORT CENTER | ||||||||
| 3303 8TH AVE SE A | PUYALLUP | WA | 98372 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| SUMMER SEARCH | ||||||||
| 635 ANDOVER PARK WEST BUILDING 8 | TUKWILA | WA | 98188 | PC | EXPERIENTIAL SUMMER PROGRAM | $25,000 | SUITE 200 | |
| SUN VALLEY WRITERS' CONFERENCE | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| SUSTAINABLE CONNECTIONS | ||||||||
| 1701 ELLIS STREET SUITE 221 | BELLINGHAM | WA | 98225 | PC | FOOD & FARMING PROGRAM | $5,000 | ||
| THE FOODBANK AT ST MARYS | ||||||||
| 611 20TH AVE S | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| THE MUSTARD SEED PROJECT OF KEY PENINSULA | ||||||||
| PO BOX 182 | VAUGHN | WA | 98394 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | PC | THE NATURE CONSERVANCY ALASKA GENERAL OPERATING SUPPORT | $1,000 | ||
| THE TRACKING PROJECT INC | ||||||||
| PO BOX 266 | CORRALES | NM | 87048 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 1218 THIRD AVE SUITE 1700 | SEATTLE | WA | 98101 | PC | EMPLOYEE MATCH | $250 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 1218 THIRD AVE SUITE 1700 | SEATTLE | WA | 98101 | PC | EMPLOYEE MATCHING GIFT | $250 | ||
| TILTH ALLIANCE | ||||||||
| 4649 SUNNYSIDE AVE N 100 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| TOBY JOSEPH JR | ||||||||
| 1017 N MERIDIAN K10 | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. | $3,000 | |
| TOBY JOSEPH JR | ||||||||
| 1017 N MERIDIAN K10 | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. | $3,000 | |
| TOBY JOSEPH JR | ||||||||
| 1017 N MERIDIAN K10 | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. | $2,500 | |
| TRAVIS POPE | ||||||||
| 4019 E E STREE | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - TRAVIS POPE | $2,500 | |
| TRAVIS POPE | ||||||||
| 4019 E E STREE | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - TRAVIS POPE | $3,000 | |
| TRAVIS POPE | ||||||||
| 4019 E E STREE | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - TRAVIS POPE | $3,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | PC | EXPANDING THE LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM - PHASE 2 - GENERAL OPERATING SUPPORT | $20,000 | ||
| UNIVERSITY DISTRICT FOOD BANK | ||||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| UNIVERSITY OF WASHINGTON (UW BOTANIC GARDENS) | ||||||||
| 2300 ARBORETUM DRIVE E | SEATTLE | WA | 98195 | PC | INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP | $20,000 | ||
| UNIVERSITY OF WASHINGTON FOUNDATION - MILGARD SCHOOL OF BUSINESS FINANCIAL | ||||||||
| BOX 359505 | SEATTLE | WA | 98195 | PC | MILGARD SCHOOL OF BUSINESS FINANCIAL WELLNESS INITIATIVE FUND (68-4897) | $5,000 | ||
| UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE) | ||||||||
| 9010 453RD ST EAST | EATONVILLE | WA | 98328 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| UNIVERSITY PREPARATORY ACADEMY | ||||||||
| 8000 25TH AVE NE | SEATTLE | WA | 981154600 | PC | EMPLOYEE MATCH | $500 | ||
| VASHON NATURE CENTER | ||||||||
| 23509 LANDERS RD SW | VASHON | WA | 98070 | PC | GENERAL OPERATING SUPPORT | $22,500 | ||
| VC INCLUDE A PROJECT OF TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| VENALIN AGUILAR | ||||||||
| 6610 SOUTH ALDER STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - VENALIN AGUILAR | $3,000 | |
| VENALIN AGUILAR | ||||||||
| 6610 SOUTH ALDER STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - VENALIN AGUILAR | $3,000 | |
| VENALIN AGUILAR | ||||||||
| 6610 SOUTH ALDER STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - VENALIN AGUILAR | $2,500 | |
| WASHINGTON OUTDOOR SCHOOL CONSORTIUM (FISCAL SPONSOR WASHINGTON SCHOOL PRI | ||||||||
| 1021 8TH AVE SE | OLYMPIA | WA | 98501 | PC | GENERAL OPERATING SUPPORT | $24,000 | ||
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 SECOND AVE STE 300 | SEATTLE | WA | 98104 | PC | OUTDOOR LEADERSHIP TRAINING (OLT) PROGRAM | $25,000 | ||
| WAYA OUTDOOR INSTITUTE | ||||||||
| 6933 MUNN LAKE DR | TUMWATER | WA | 98501 | PC | SUPPORT FOR INDIGENOUS FELLOW AND TEEN INTERNS - TRAINING AND DEVELOPMENT FOR PROGRAM DIRECTOR AND STAFF. | $25,000 | ||
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | ||||||||
| WWU 516 HIGH STREET MS 9034 | BELLINGHAM | WA | 98225 | PC | SEA DISCOVERY CENTER'S FLOATING FIELD TRIPS: NEARSHORE LIFE IN THE SALISH SEA | $25,000 | ||
| WILD SOCIETY | ||||||||
| PO BOX 816 | KINGSTON | WA | 98346 | PC | 2023 GENERAL OPERATING SUPPORT | $25,000 | ||
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE ROAD MS 40 | WOODS HOLE | MA | 02543 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| WORLD RELIEF SEATTLE | ||||||||
| 23835 PACIFIC HIGHWAY S STE 100 | KENT | WA | 98032 | PC | EQUITY AND SUSTAINABILITY INTERNSHIP PROGRAM | $25,000 | ||
| YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP | ||||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | YMCA EARTH SERVICE CORPS (YESC) | $35,000 | ||
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||||
| 4717 S 19TH ST STE 201 | TACOMA | WA | 98405 | PC | OUTDOOR ENVIRONMENTAL EDUCATION | $25,000 | ||
| YOUNG LIFE - UNIVERSITY PLACENORTH TACOMA | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 863047065 | PC | EMPLOYEE MATCH | $600 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,237,599 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFFILIATED TRIBES OF NORTHWEST INDIANS | ||||||||
| 407 NE 12TH AVE | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT FOR ATNI | $20,000 | ||
| AFRICAN COMMUNITY HOUSING & DEVELOPMENT | ||||||||
| 16256 MILITARY RD S STE 206 | SEATAC | WA | 98188 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||
| ANDREA HAUG | ||||||||
| 237 S 70TH ST | TACOMA | WA | 98408 | I | JFP CLASS 11 FELLOW - ANDI HAUG | $8,500 | NONE | |
| ANESIA SMITH | ||||||||
| 3808 S MASON AVE APT D305 | TACOMA | WA | 98409 | I | JFP CLASS 11 FELLOW - ANESIA SMITH | $8,500 | NONE | |
| BLACK FARMERS COLLECTIVE | ||||||||
| 1114 31ST AVE S | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT | $3,000 | ||
| CARMEN ADAMS | ||||||||
| 10018 GOLDEN GIVEN RD E 35 | TACOMA | WA | 98445 | I | JFP CLASS 11 FELLOW - CARMEN ADAMS | $8,500 | NONE | |
| CLARENCE MITCHELL JR | ||||||||
| 1612 HUSON DR | TACOMA | WA | 98405 | I | JFP CLASS 11 FELLOW - CLARENCE MITCHELL, JR. | $8,500 | NONE | |
| CLEAN ENERGY TRANSITION INSTITUTE | ||||||||
| 1402 THIRD AVENUE SUITE 925 SEATTLE | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $20,000 | WA 98101 4616 25TH AVENUE NE | |
| CLIMATE INTERACTIVE FISCALLY SPONSORED BY NEW VENTURE FUND | ||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | PC | LAZARUS FUND | $50,000 | ||
| COMMUNITY TO COMMUNITY DEVELOPMENT (C2C) FS INSTITUTE FOR WASHINGTONS FUTUR | ||||||||
| 6605 202ND ST SW 203 W HOLLY SUITE | BELLINGHAM | WA | 98226 | PC | SUPPORT FOR COOPERATIVA TIERRA Y LIBERTAD, A COMMUNALLY-OWNED MODEL FOR ORGANIC, REGENERATIVE AND CLIMATE-RESILIENT FARMING | $75,000 | 311 | |
| COREALE FORREST | ||||||||
| PMB 3549 PO BOX 257 | OLYMPIA | WA | 98507 | I | JFP CLASS 11 FELLOW - CREA FORREST | $8,500 | NONE | |
| DAVID THOMPSON | ||||||||
| 6515 TACOMA AVE S | TACOMA | WA | 98408 | I | JFP CLASS 11 FELLOW - DAVID THOMPSON | $8,500 | NONE | |
| DEBORAH MARTINEZ | ||||||||
| 8705 S AINSWORTH AVE | TACOMA | WA | 98444 | I | JFP CLASS 11 FELLOW - DEB MARTINEZ | $8,500 | NONE | |
| ELEVATE MASON COUNTY (FS POWER) | ||||||||
| 141 W STARDUST LANE | SHELTON | WA | 98584 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||
| EMERALD CITIES COLLABORATIVE | ||||||||
| 1660 L ST NW STE 204 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| ERIN SARVIS | ||||||||
| 1816 S SPRAGUE AVE | TACOMA | WA | 98409 | I | JFP CLASS 11 FELLOW - ERIN SARVIS | $8,500 | NONE | |
| FOOD BACKPACKS 4 KIDS | ||||||||
| PO BOX 173 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||
| GIG HARBOR PENINSULA FISH | ||||||||
| 4425 BURNHAM DRIVE | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | PC | GIG HARBOR LAND CONSERVATION FUND, NORTH CREEK SALMON HERITAGE SITE PHASE 4 | $30,000 | ||
| GREENHOUSE SCHOLARS | ||||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | PC | YOUNG LEADERS PROGRAM | $5,000 | ||
| JOHN GUSTAV LABAYEN | ||||||||
| 1014 NORTH K ST APT 1 | TACOMA | WA | 98403 | I | JFP CLASS 11 FELLOW - GUS LABAYEN | $8,500 | NONE | |
| JOSE MIGUEL ROJAS | ||||||||
| 6412 96TH ST E 9 | PUYALLUP | WA | 98371 | I | JFP CLASS 11 FELLOW - JOSE MIGUEL ROJAS | $8,500 | NONE | |
| KULSHAN CARBON TRUST | ||||||||
| 1515 LARRABEE AVE BELLINGHAM WA | BELLINGHAM | WA | 98225 | PC | EXPANDING FARMER ACCESS TO REGENERATIVE SOIL AMENDMENTS THROUGH THE COMMUNITY BIOCHAR PROGRAM | $70,000 | 98225 | |
| MOSES CARTER | ||||||||
| 12517 47TH AVE APT 2 | LAKEWOOD | WA | 98499 | I | JFP CLASS 11 FELLOW - MOSES CARTER | $8,500 | NONE | |
| MULTICARE BEHAVIORAL HEALTH FOUNDATION | ||||||||
| PO BOX 5296 | TACOMA | WA | 984150296 | PC | GENERAL OPERATING SUPPORT | $2,675 | ||
| NICOLE JORDAN | ||||||||
| 2716 SOUTH 12TH ST APT4 | TACOMA | WA | 98405 | I | JFP CLASS 11 FELLOW - NICOLE JORDAN | $8,500 | NONE | |
| NICOLLETTE COMBS-ROE | ||||||||
| 3751 COURT Q | TACOMA | WA | 98404 | I | JFP CLASS 11 FELLOW - NICOLLETTE COMBS-ROE | $8,500 | NONE | |
| PIERCE CONSERVATION DISTRICT | ||||||||
| 308 WEST STEWART AVE PO BOX 1057 | PUYALLUP | WA | 98371 | GOV | HARVEST PIERCE COUNTY | $75,000 | ||
| PUGET SOUND RESTORATION FUND | ||||||||
| 8001 NE DAY RD WEST SUITE B | BAINBRIDGE ISLAND | WA | 98110 | PC | GENERAL OPERATING SUPPORT | $75,000 | ||
| RESTAURANT 2 GARDEN (FISCAL SPONSOR SEATTLE PARKS FOUNDATION) | ||||||||
| PO BOX 3541 | SEATTLE | WA | 98124 | PC | RESTAURANT 2 GARDEN EXPANSION | $75,000 | ||
| SPARK NORTHWEST | ||||||||
| 1402 3RD AVE SUITE 901 | SEATTLE | WA | 98101 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| TACOMA HOUSING DEVELOPMENT GROUP | ||||||||
| 902 S L ST | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $2,000 | ||
| TACOMA URBAN LAND TRUST | ||||||||
| PO BOX 5616 | TACOMA | WA | 984155616 | PC | GENERAL OPERATING SUPPORT | $1,325 | ||
| TILTH ALLIANCE | ||||||||
| 4649 SUNNYSIDE AVE N 100 | SEATTLE | WA | 98103 | PC | COALITION FOR ORGANIC AND REGENERATIVE AGRICULTURE | $2,500 | ||
| TILTH ALLIANCE | ||||||||
| 4649 SUNNYSIDE AVE N 100 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||
| VANNRA UOK | ||||||||
| 1402 E 69TH STREET APT 1-202 | TACOMA | WA | 98404 | I | JFP CLASS 11 FELLOW - VANNRA UOK | $8,500 | NONE | |
| VIVA FARMS | ||||||||
| 16470 STATE ROUTE 20 | MOUNT VERNON | WA | 98273 | PC | AGPARK MARKET CENTER CONSTRUCTION | $75,000 | ||
| WASHINGTON MARITIME BLUE | ||||||||
| 1900 W NICKERSON ST STE 301 | SEATTLE | WA | 98119 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| WASHINGTON STATE UNIVERSITY KITSAP COUNTY EXTENSION | ||||||||
| 345 6TH ST SUITE 550 | BREMERTON | WA | 98337 | PC | GENERAL OPERATING SUPPORT FOR SMALL FARMS PROGRAMMING | $26,000 | ||
| WASHINGTON WATER TRUST | ||||||||
| 1500 WESTLAKE AVE N STE 202 | SEATTLE | WA | 981093008 | PC | FARMS AND FISH: CLIMATE-RESILIENT AND FISH-FRIENDLY WATER FOR FARMING IN THE SAMMAMISH VALLEY | $60,000 | ||
| WILLIE NOBLES | ||||||||
| 6953 SOUTH STEVENS ST | TACOMA | WA | 98409 | I | JFP CLASS 11 FELLOW - WILLIE NOBLES | $8,500 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $938,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,908 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $594,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,062 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,143,891 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| INCOME/LOSS FROM NON K-1 INVESTMENTS | 18 | $4,832 | |
| CREDIT CARD REWARDS | $4,000 | ||
| INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS | 18 | -$145,241 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,656,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,665,615 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | MUNICIPAL BOND INTEREST |
| 11B | REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISBURSEMENTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $79,227 | Amt |
| Net Investment Income | $7,820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95,272 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORT OF SKAGIT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15400 AIRPORT DRIVE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-07-15 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | GRANT FUNDS WILL BE USED TO SPONSOR THE SKAGIT AG SUMMIT, A LOCAL AGRICULTURAL CONFERENCE HOSTED BY WASHINGTON STATE UNIVERSITY-SKAGIT COUNTY EXTENSION. THE CONFERENCE COVERS TOPICS THAT IMPACT AGRICULTURE, INCLUDING WATER, LABOR, CLIMATE, SUSTAINABLE PRACTICES, ECONOMIC VIABILITY, INNOVATION AND LEADERSHIP. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/22, 12/31/23 | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SELF DEALING | FORM 990-PF, PART VI-B, LINE 1A | (3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A DISQUALIFIED PERSON. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E). |
| FORM 990-PF, PART VIII-A, LINE 1 | JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM (JFP). JFP IS A YEAR-LONG PROGRAM THAT BRINGS TOGETHER A DIVERSE GROUP OF LEADERS WHO ARE ACTIVELY SERVING PIERCE COUNTY, WASHINGTON AND WORKING TO ADDRESS A WIDE RANGE OF COMMUNITY CHALLENGES. THE GOAL OF JFP IS TO DEEPEN LEADERSHIP SKILLS, EXPAND PERSPECTIVES AND ENCOURAGE EQUITABLE COLLABORATIONS FOR GRASSROOTS AND COMMUNITY LEADERS. IN THIS 12-MONTH, COHORT-BASED PROGRAM, FELLOWS MEET TWICE MONTHLY TO SHARE IN SKILLS TRAINING, EXPERIENTIAL LEARNING, AND COMMUNITY BUILDING. USING INPUT FROM A SELECTION COMMITTEE COMPRISED OF FOUNDATION STAFF, BOARD MEMBERS, COMMUNITY VOLUNTEERS AND ALUMNI OF JFP, THE FOUNDATION SELECTS 13-15 TO FORM EACH CLASS. OVER THE COURSE OF THE YEAR-LONG PROGRAM, FELLOWS RECEIVE: A FINANCIAL STIPEND (GRANT) TOTALING $8,500 ACCESS TO UP TO $2,500 TO FURTHER SUPPORT INDIVIDUALIZED LEADERSHIPDEVELOPMENT ACTIVITIES, AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2023, JANE'S FELLOWSHIP HAD 13 FELLOWS:TOTAL OPERATING EXPENSES = $313,450TOTAL GRANT EXPENSES = $127,500THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESCO MANAGED ACCOUNTS | BondNm |
| EOY Book Value | $10,381,299 | EOYBookValueAmt |
| EOYFMV | $10,381,299 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APERIO GROUP MANAGED BY FIDELITY | $12,486,947 | $12,486,947 |
| VANGUARD GLOBAL ESG STOCK FUND GROUP MANAGED BY FIDELITY | $3,255,200 | $3,255,200 |
| ALVARIUM TIEDEMANN HOLDINGS GROUP MANAGED BY FIDELITY | $1,043,990 | $1,043,990 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $449,145 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $449,145 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACM FUND II, LLC | FMV | $556,898 | $556,898 |
| ACM PERMANENT CROPS, LLC | FMV | $1,612,665 | $1,612,665 |
| BTG PACTUAL TIMERLAND INV GRP | FMV | $2,300,000 | $2,300,000 |
| CARBON DIRECT FUND | FMV | $129,137 | $129,137 |
| ECOTRUST FORESTS II , LLC | FMV | $1,221,653 | $1,221,653 |
| ECOTRUST FORESTS III, LLC | FMV | $916,663 | $916,663 |
| FORTERRA STRONG COMMUNITIES FUND | FMV | $145,283 | $145,283 |
| FCV-Q LP | FMV | $726,259 | $726,259 |
| FOUNDERS' CO-OP IV LP | FMV | $1,064,688 | $1,064,688 |
| GENERATE CAPITAL | FMV | $499,986 | $499,986 |
| GENERATION IM | FMV | $10,772,327 | $10,772,327 |
| GLOBAL IMPACT ACCESS PARTNERSHIP, LP | FMV | $8,514,559 | $8,514,559 |
| GLOBAL IMPACT ACCESS PARTNERSHIP II, LP | FMV | $2,487,092 | $2,487,092 |
| GREENBACKER RENEWABLE ENERGY | FMV | $2,012,408 | $2,012,408 |
| HARLEM CAPITAL PARTNERS VENTURE FUND II, LP | FMV | $237,955 | $237,955 |
| MARCHO PARTNERS FEEDER FUND | FMV | $669,740 | $669,740 |
| ORGANICALLY GROWN COMPANY | FMV | $500,000 | $500,000 |
| PMF INTEGRO FUND I | FMV | $468,477 | $468,477 |
| PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP | FMV | $70,725 | $70,725 |
| PORTFOLIO ADVISORS PRIVATE EQUITY VII | FMV | $1,220,241 | $1,220,241 |
| PORTFOLIO ADVISORS SECONDARY FUND | FMV | $32,686 | $32,686 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP | FMV | $1,915,295 | $1,915,295 |
| SOSV III LP | FMV | $2,763,312 | $2,763,312 |
| SOSV IV LP | FMV | $2,992,637 | $2,992,637 |
| SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP | FMV | $77,630 | $77,630 |
| STEPSTONE VC OPPORTUNITIES FUND IV | FMV | $719,713 | $719,713 |
| THE LYME FOREST FUND IV TE, LP | FMV | $460,519 | $460,519 |
| WASTEWATER OPPORTUNITY FUND, LLC | FMV | $244,427 | $244,427 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $166,100 | BOYBookValueAmt |
| EOY Book Value | $152,100 | EOYBookValueAmt |
| EOYFMV | $152,100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $57,045 | $0 | $57,045 |
| EVENTS | $201,279 | $0 | $201,279 |
| HONORARIUMS | $22,200 | $0 | $22,200 |
| INSURANCE | $19,603 | $0 | $19,603 |
| MISCELLANEOUS | $17,672 | $0 | $44,115 |
| OFFICE SUPPLIES | $2,599 | $0 | $2,599 |
| POSTAGE | $538 | $0 | $538 |
| SERVICE CHARGES | $10,304 | $0 | $10,304 |
| STAFF RECOGNITION | $9,471 | $0 | $9,471 |
| INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 | $239,227 | $453,878 | $0 |
| INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 | $3,076 | $3,076 | $0 |
| INFORMATION TECHNOLOGY | $28,753 | $0 | $28,753 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM NON K-1 INVESTMENTS | $4,832 | $4,832 | $4,832 |
| CREDIT CARD REWARDS | $4,000 | $4,000 | |
| INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS | -$145,241 | -$18,623 | -$145,241 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $4,472,714 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $201,000 | BOYBookValueAmt |
| EOY Book Value | $201,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $258,994 | $258,994 | $0 |
| CONTRACT LABOR | $108,893 | $0 | $118,215 |
| PAYROLL SERVICE FEES | $8,851 | $0 | $8,851 |
| GRANT CONSULTING | $445,069 | $0 | $409,755 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2 | $2,767 | $0 |
| PERSONAL PROPERTY TAX | $1,440 | $0 | $1,440 |
| STATE TAXES | $551 | $0 | $51 |