2024-11-01T16:39:47-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 911663336 THE RUSSELL FAMILY FOUNDATION RUSS 2538585050 PO BOX 2567 GIG HARBOR WA 98335 KATHLEEN SIMPSON CEO 2538571654 2024-11-01 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2024-10-29 2023 2024-10-15 13:58:12Z X 77299440 X X 58908 58908 599225 853961 1143891 16073696 3054320 -136409 -13791 1665615 3953398 406802 0 406802 520240 0 531897 202889 0 200158 4125 0 4125 79227 7820 95272 821807 258994 536821 63918 48690 15228 1993 2767 1491 14947 0 14947 36654 0 36654 1750 0 1750 611767 456954 395907 2766119 775225 2241052 1830314 1237599 4596433 775225 3478651 -2930818 3178173 56001 58138 58138 1580983 2828781 2828781 38068 40450 38068 38068 1263317 0 1463317 1263317 1263317 11062 9480 9480 431684 449145 449145 8902019 16786137 16786137 7703699 10381299 10381299 55005396 45332975 45332975 223894 223894 166100 152100 152100 75360711 77299440 77299440 430872 234989 345784 938500 201000 201000 977656 1374489 X 0 0 0 0 74383055 75924951 74383055 75924951 75360711 77299440 74383055 -2930818 4472714 75924951 0 75924951 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 4861337 3717446 1143891 1143891 AKO GLOBAL P 2023-01-01 2023-12-31 2540848 500000 2040848 2040848 FUNDSMITH SUSTAINABLE EQUITY P 2023-01-01 2023-12-31 4073046 4073046 0 0 OWNERSHIP CAPITAL GLOBAL EQUITY P 2023-01-01 2023-12-31 4598465 4598465 0 0 CAPITAL GAINS FROM PASS THROUGH INVESTMENTS P 2023-01-01 2023-12-31 130419 -130419 -130419 3054320 44177 0 44177 0 44177 95068 0 0 0 95068 X 0 50891 50891 0 0 0 0 0 0 0 0 0 1 1 0 1 1 AZ CA CO CT FL LA MN MS MT NY OR WA WV 1 0 0 0 0 1 WWW.TRFF.ORG KATHLEEN SIMPSON 2538585050 PO BOX 2567 GIG HARBOR WA 98335 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 KATHLEEN SIMPSON PO BOX 2567 GIG HARBOR WA 98335 CEO 40.00 406802 30426 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 ERIN KAHN PO BOX 2567 GIG HARBOR WA 98335 DIRECTOR OF STRATEGY 26.00 181826 28198 0 FABIOLA GREENAWALT PO BOX 2567 GIG HARBOR WA 98335 PROGRAM OFFICER 40.00 132954 25748 0 TERRANCE MCGEHEE PO BOX 2567 GIG HARBOR WA 98335 PROGRAM MANAGER 40.00 99623 42014 0 BRITTA FRANCESCONI PO BOX 2567 GIG HARBOR WA 98335 GRANTS & OPERATIONS 40.00 113411 24437 0 0 TIEDEMANN WEALTH MANAGEMENT 200 BELLEVUE PARKWAY SUITE 525 WILMINGTON DE 19809 INVESTMENT ADVICE 211092 GLOBAL IMPACT ACCESS PARTNERSHIP LP 200 BELLEVUE PARKWAY SUITE 525 WILMINGTON DE 19809 INVESTMENT MANAGER 125390 FEAREY GROUP 1809 7TH AVE SUITE 1212 SEATTLE WA 98101 CONSULTING 119100 CHRISTENSEN GLOBAL STRATEGIES LLC 131 4TH ST E KETCHUM ID 83340 CONSULTING 106774 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 ACCOUNTING 103092 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. SEE ADDITIONAL DETAILS OF ACTIVITIES ON STATEMENT 16. 313450 0 22414239 2856834 50544075 75815148 0 0 75815148 1137227 74677921 3733896 3733896 44177 44177 3689719 4000 3693719 0 3693719 3478651 0 3478651 3693719 0 0 1040344 78960 417422 457218 1993944 3478651 0 0 0 3478651 0 215068 215068 1778876 0 0 0 0 0 0 825276 953600 78960 417422 457218 BRITTA FRANCESCONI PO BOX 2567 GIG HARBOR WA 98335 2538571679 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. GRANT CYCLE DEADLINES MAY BE ACCESSED ON THE TRFF WEBSITE. 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. ACHIYA CLEMONS 5309 S ORCHARD ST APT 44 TACOMA WA 98467 NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 3000 ACHIYA CLEMONS 5309 S ORCHARD ST APT 44 TACOMA WA 98467 NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 2500 ACHIYA CLEMONS 5309 S ORCHARD ST APT 44 TACOMA WA 98467 NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 3000 AMERICAN LEADERSHIP FORUM 1119 PACIFIC AVENUE SUITE 801 TACOMA WA 98402 PC GENERAL OPERATING SUPPORT 5000 AS YOU SOW PO BOX 751 BERKELEY CA 94701 PC GENERAL OPERATING SUPPORT 20000 ASCEND LEADERSHIP THROUGH ATHLETICS PO BOX 7734 ARLINGTON VA 22207 PC GENERAL OPERATING SUPPORT 2500 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 12000 CAMP GALLAGHER PO BOX 24103 SEATTLE WA 98124 PC GENERAL OPERATING SUPPORT 5000 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. 7500 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 2400 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 3000 CHRISTINA QIAO 11009 KIRKWOOD DR SW LAKEWOOD WA 98498 NONE I JFP CLASS 10 FELLOW - CHRISTINA QIAO 2500 CHRISTINA QIAO 11009 KIRKWOOD DR SW LAKEWOOD WA 98498 NONE I JFP CLASS 10 FELLOW - CHRISTINA QIAO 3000 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 50000 COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY PO BOX 206 NORDLAND WA 98358 PC GENERAL OPERATING SUPPORT 25000 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 5000 CONFLUENCE PHILANTHROPY 215 LEXINGTON AVE 10TH FLOOR NEW YORK NY 10016 PC GENERAL OPERATING SUPPORT 40000 COVENANT YOUTH OF ALASKA PO BOX 203356 ANCHORAGE AK 99654 PC ALASKAN LEADERS FUND 2000 COVENANT YOUTH OF ALASKA PO BOX 203356 ANCHORAGE AK 99654 PC CHRIS LOCKWOOD CAMP SCHOLARSHIP FUND 5000 CRISIS CONNECTIONS PO BOX 19612 SEATTLE WA 98109 PC GENERAL OPERATING SUPPORT 5000 CYRIL D WALROND 406 E 66TH ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 3000 CYRIL D WALROND 406 E 66TH ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 2500 CYRIL D WALROND 406 E 66TH ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 3000 DAVIDA SHARPE-HAYGOOD 1516 12THST SW PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 2500 DAVIDA SHARPE-HAYGOOD 1516 12THST SW PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 3000 DAVIDA SHARPE-HAYGOOD 1516 12THST SW PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 3000 ECOCHALLENGEORG PO BOX 14911 PORTLAND OR 98293 PC GENERAL OPERATING SUPPORT 15000 ENVIRONMENTAL SCIENCE CENTER 126 SW 148TH C100-170 BURIEN WA 98166 PC ENVIRONMENTAL HEROES: EDUCATION, RESTORATION, AND LEADERSHIP FOR SOUTH KING COUNTY YOUTH 25000 FOOD BANK OF ALASKA INC 2192 VIKING DRIVE ANCHORAGE AK 99501 PC GENERAL OPERATING SUPPORT 1000 FOOD CONNECTS 22 BROWNE COURT UNIT 103 BRATTLEBORO VT 05301 PC GENERAL OPERATING SUPPORT 10000 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 PC SCIENCE ON THE SEA 65000 FOUNDATION FOR TACOMA STUDENTS 919 SOUTH 9TH STREET TACOMA WA 98405 PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF NORTH CREEK FOREST PO BOX 2053 BOTHELL WA 980412053 PC ENVIRONMENTAL EDUCATION GENERAL OPERATING SUPPORT 2023 25000 GARDEN RAISED BOUNTY (GRUB) 2016 ELLIOTT AVE NW OLYMPIA WA 98502 PC VOCATIONAL PATHWAYS FOR GRUB YOUTH 20000 GIG HARBOR PENINSULA FISH 4425 BURNHAM DRIVE GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 25000 GREAT PENINSULA CONSERVANCY 423 PACIFIC AVENUE SUITE 300 BREMERTON WA 98337 PC GENERAL OPERATING SUPPORT 30000 GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVE SUITE 1100 TACOMA WA 98402 PC STRATEGIC IMPACT DISCRETIONARY FUND - TACOMA PUBLIC SCHOOLS PRINCIPAL RETIREMENT CELEBRATION 1500 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 25000 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 5000 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 25000 JAKE NAU 1214 HUSON DR TACOMA WA 98405 NONE I JFP CLASS 10 FELLOW - JAKE NAU 3000 JAKE NAU 1214 HUSON DR TACOMA WA 98405 NONE I JFP CLASS 10 FELLOW - JAKE NAU 2500 JAKE NAU 1214 HUSON DR TACOMA WA 98405 NONE I JFP CLASS 10 FELLOW - JAKE NAU 3000 JAQUETTE EASTERLIN 4517 S JUNETT ST B TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 2500 JAQUETTE EASTERLIN 4517 S JUNETT ST B TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 3000 JAQUETTE EASTERLIN 4517 S JUNETT ST B TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 3000 KELSEY LONGRIE 2270 MADRONA DR SE PORT ORCHARD WA 98366 NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 2500 KELSEY LONGRIE 2270 MADRONA DR SE PORT ORCHARD WA 98366 NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 3000 KELSEY LONGRIE 2270 MADRONA DR SE PORT ORCHARD WA 98366 NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 3000 KEY PENINSULA CIVIC CENTER ASSOCIATION PO BOX 82 VAUGHN WA 98394 PC KEY PENINSULA NEWS 1500 KITSAP HUMANE SOCIETY 9167 DICKEY RD NW SILVERDALE WA 98383 PC EMPLOYEE MATCH 1023 L'ARCHE TAHOMA HOPE 12303 36TH AVENUE EAST TACOMA WA 98446 PC GENERAL OPERATING SUPPORT 5000 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 2500 LUIS A GARCIA 215 N YAKIMA AVE TACOMA WA 98403 NONE I JFP CLASS 10 FELLOW - LUIS A GARCIA 3000 LUIS A GARCIA 215 N YAKIMA AVE TACOMA WA 98403 NONE I JFP CLASS 10 FELLOW - LUIS A GARCIA 3000 MAIRA MARISCAL 1017 S PEARL ST 17A TACOMA WA 98465 NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 3000 MAIRA MARISCAL 1017 S PEARL ST 17A TACOMA WA 98465 NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 2500 MAIRA MARISCAL 1017 S PEARL ST 17A TACOMA WA 98465 NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 3000 MARY CURRY 5707 SOUTH GOVE STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - MARY CURRY 2500 MARY CURRY 5707 SOUTH GOVE STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - MARY CURRY 3000 MARY CURRY 5707 SOUTH GOVE STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - MARY CURRY 3000 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 2500 MELO HOGAN 5801 E K ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - MELO HOGAN 3000 MELO HOGAN 5801 E K ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - MELO HOGAN 3000 NONPROFIT FINANCE FUND 5 HANOVER SQUARE 9TH FLOOR NEW YORK NY 10004 PC EQUITY AUDIT AND BUILDING OUT A DEIB FRAMEWORK 2000 NORTHWEST NATURAL RESOURCE GROUP 2701 1ST AVE SUITE 240 SEATTLE WA 98121 PC FOREST AND CLIMATE SOLUTIONS FOR THE NEXT GENERATION 12500 NORTHWEST YOUTH CORPS 2621 AUGUSTA STREET EUGENE OR 97403 PC SOUND TO SUMMIT EXPANSION, YEAR 2 20500 OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION) 2215 PACIFIC AVE TACOMA WA 98402 PC GENERAL OPERATING SUPPORT 1500 PACIFIC EDUCATION INSTITUTE MARKET PLACE OFFICE BLD 724 COLUMBIA ST NW SUITE 255 OLYMPIA WA 98501 PC YOUTH ENGAGED IN SUSTAINABLE SYSTEMS (YESS) 30000 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 20000 PUGET SOUNDKEEPER ALLIANCE 130 NICKERSON STREET SUITE 107 SEATTLE WA 98109 PC LOST URBAN CREEKS PROJECT 20000 RENEWABLE ENERGY ALASKA PROJECT 308 G ST STE 225 ANCHORAGE AK 99501 PC GENERAL OPERATING SUPPORT 1000 SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE) 3236 SW AVALON WAY APT 305 SEATTLE WA 98122 PC GET INTO IT: MARITIME 18000 SEATTLE PARKS FOUNDATION PO BOX 3541 SEATTLE WA 981243541 PC EMPLOYEE MATCH 3000 SECOND CYCLE COMMUNITY BIKE SHOP 1205 MLK JR WAY TACOMA WA 98405 PC GENERAL OPERATING SUPPORT 15000 SELLWOOD COMMUNITY HOUSE 1436 SOUTHEAST SPOKANE STREET PORTLAND OR 97202 PC MORELAND WOODS 2500 SHADOW PO BOX 58963 RENTON WA 98058 PC WILDERNESS ADVENTURE PROGRAMMING FOR THE OUTDOOR ACADEMY 3000 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 5000 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 12500 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 2500 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 3000 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 3000 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 1000 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 1000 STEP BY STEP FAMILY SUPPORT CENTER 3303 8TH AVE SE A PUYALLUP WA 98372 PC GENERAL OPERATING SUPPORT 5000 SUMMER SEARCH 635 ANDOVER PARK WEST BUILDING 8 SUITE 200 TUKWILA WA 98188 PC EXPERIENTIAL SUMMER PROGRAM 25000 SUN VALLEY WRITERS' CONFERENCE PO BOX 957 KETCHUM ID 83340 PC GENERAL OPERATING SUPPORT 15000 SUSTAINABLE CONNECTIONS 1701 ELLIS STREET SUITE 221 BELLINGHAM WA 98225 PC FOOD & FARMING PROGRAM 5000 THE FOODBANK AT ST MARYS 611 20TH AVE S SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 5000 THE MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 PC GENERAL OPERATING SUPPORT 5000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031606 PC THE NATURE CONSERVANCY ALASKA GENERAL OPERATING SUPPORT 1000 THE TRACKING PROJECT INC PO BOX 266 CORRALES NM 87048 PC GENERAL OPERATING SUPPORT 10000 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 5000 TOBY JOSEPH JR 1017 N MERIDIAN K10 PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 3000 TOBY JOSEPH JR 1017 N MERIDIAN K10 PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 3000 TOBY JOSEPH JR 1017 N MERIDIAN K10 PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 2500 TRAVIS POPE 4019 E E STREE TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 2500 TRAVIS POPE 4019 E E STREE TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 3000 TRAVIS POPE 4019 E E STREE TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 3000 TROUT UNLIMITED 1777 N KENT STREET SUITE 100 ARLINGTON VA 22209 PC EXPANDING THE LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM - PHASE 2 - GENERAL OPERATING SUPPORT 20000 UNIVERSITY DISTRICT FOOD BANK 5017 ROOSEVELT WAY NE SEATTLE WA 98105 PC GENERAL OPERATING SUPPORT 5000 UNIVERSITY OF WASHINGTON (UW BOTANIC GARDENS) 2300 ARBORETUM DRIVE E SEATTLE WA 98195 PC INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP 20000 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) 5000 UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE) 9010 453RD ST EAST EATONVILLE WA 98328 PC GENERAL OPERATING SUPPORT 30000 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 22500 VC INCLUDE A PROJECT OF TIDES CENTER PO BOX 889385 LOS ANGELES CA 900889385 PC GENERAL OPERATING SUPPORT 50000 VENALIN AGUILAR 6610 SOUTH ALDER STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 3000 VENALIN AGUILAR 6610 SOUTH ALDER STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 3000 VENALIN AGUILAR 6610 SOUTH ALDER STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 2500 WASHINGTON OUTDOOR SCHOOL CONSORTIUM (FISCAL SPONSOR WASHINGTON SCHOOL PRI 1021 8TH AVE SE OLYMPIA WA 98501 PC GENERAL OPERATING SUPPORT 24000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE STE 300 SEATTLE WA 98104 PC OUTDOOR LEADERSHIP TRAINING (OLT) PROGRAM 25000 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. 25000 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 25000 WILD SOCIETY PO BOX 816 KINGSTON WA 98346 PC 2023 GENERAL OPERATING SUPPORT 25000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD MS 40 WOODS HOLE MA 02543 PC GENERAL OPERATING SUPPORT 25000 WORLD RELIEF SEATTLE 23835 PACIFIC HIGHWAY S STE 100 KENT WA 98032 PC EQUITY AND SUSTAINABILITY INTERNSHIP PROGRAM 25000 YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP 909 4TH AVE SEATTLE WA 98104 PC YMCA EARTH SERVICE CORPS (YESC) 35000 YMCA OF PIERCE AND KITSAP COUNTIES 4717 S 19TH ST STE 201 TACOMA WA 98405 PC OUTDOOR ENVIRONMENTAL EDUCATION 25000 YOUNG LIFE - UNIVERSITY PLACENORTH TACOMA PO BOX 70065 PRESCOTT AZ 863047065 PC EMPLOYEE MATCH 600 1237599 AFFILIATED TRIBES OF NORTHWEST INDIANS 407 NE 12TH AVE PORTLAND OR 97232 PC GENERAL OPERATING SUPPORT FOR ATNI 20000 AFRICAN COMMUNITY HOUSING & DEVELOPMENT 16256 MILITARY RD S STE 206 SEATAC WA 98188 PC GENERAL OPERATING SUPPORT 2000 ANDREA HAUG 237 S 70TH ST TACOMA WA 98408 NONE I JFP CLASS 11 FELLOW - ANDI HAUG 8500 ANESIA SMITH 3808 S MASON AVE APT D305 TACOMA WA 98409 NONE I JFP CLASS 11 FELLOW - ANESIA SMITH 8500 BLACK FARMERS COLLECTIVE 1114 31ST AVE S SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 3000 CARMEN ADAMS 10018 GOLDEN GIVEN RD E 35 TACOMA WA 98445 NONE I JFP CLASS 11 FELLOW - CARMEN ADAMS 8500 CLARENCE MITCHELL JR 1612 HUSON DR TACOMA WA 98405 NONE I JFP CLASS 11 FELLOW - CLARENCE MITCHELL, JR. 8500 CLEAN ENERGY TRANSITION INSTITUTE 1402 THIRD AVENUE SUITE 925 SEATTLE WA 98101 4616 25TH AVENUE NE SEATTLE WA 98105 PC GENERAL OPERATING SUPPORT 20000 CLIMATE INTERACTIVE FISCALLY SPONSORED BY NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 PC GENERAL OPERATING SUPPORT 20000 COMMUNITIES IN SCHOOLS OF PENINSULA PO BOX 684 VAUGHN WA 98394 PC LAZARUS FUND 50000 COMMUNITY TO COMMUNITY DEVELOPMENT (C2C) FS INSTITUTE FOR WASHINGTONS FUTUR 6605 202ND ST SW 203 W HOLLY SUITE 311 BELLINGHAM WA 98226 PC SUPPORT FOR COOPERATIVA TIERRA Y LIBERTAD, A COMMUNALLY-OWNED MODEL FOR ORGANIC, REGENERATIVE AND CLIMATE-RESILIENT FARMING 75000 COREALE FORREST PMB 3549 PO BOX 257 OLYMPIA WA 98507 NONE I JFP CLASS 11 FELLOW - CREA FORREST 8500 DAVID THOMPSON 6515 TACOMA AVE S TACOMA WA 98408 NONE I JFP CLASS 11 FELLOW - DAVID THOMPSON 8500 DEBORAH MARTINEZ 8705 S AINSWORTH AVE TACOMA WA 98444 NONE I JFP CLASS 11 FELLOW - DEB MARTINEZ 8500 ELEVATE MASON COUNTY (FS POWER) 141 W STARDUST LANE SHELTON WA 98584 PC GENERAL OPERATING SUPPORT 2000 EMERALD CITIES COLLABORATIVE 1660 L ST NW STE 204 WASHINGTON DC 20036 PC GENERAL OPERATING SUPPORT 20000 ERIN SARVIS 1816 S SPRAGUE AVE TACOMA WA 98409 NONE I JFP CLASS 11 FELLOW - ERIN SARVIS 8500 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 2000 GIG HARBOR PENINSULA FISH 4425 BURNHAM DRIVE GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 25000 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 30000 GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 PC YOUNG LEADERS PROGRAM 5000 JOHN GUSTAV LABAYEN 1014 NORTH K ST APT 1 TACOMA WA 98403 NONE I JFP CLASS 11 FELLOW - GUS LABAYEN 8500 JOSE MIGUEL ROJAS 6412 96TH ST E 9 PUYALLUP WA 98371 NONE I JFP CLASS 11 FELLOW - JOSE MIGUEL ROJAS 8500 KULSHAN CARBON TRUST 1515 LARRABEE AVE BELLINGHAM WA 98225 BELLINGHAM WA 98225 PC EXPANDING FARMER ACCESS TO REGENERATIVE SOIL AMENDMENTS THROUGH THE COMMUNITY BIOCHAR PROGRAM 70000 MOSES CARTER 12517 47TH AVE APT 2 LAKEWOOD WA 98499 NONE I JFP CLASS 11 FELLOW - MOSES CARTER 8500 MULTICARE BEHAVIORAL HEALTH FOUNDATION PO BOX 5296 TACOMA WA 984150296 PC GENERAL OPERATING SUPPORT 2675 NICOLE JORDAN 2716 SOUTH 12TH ST APT4 TACOMA WA 98405 NONE I JFP CLASS 11 FELLOW - NICOLE JORDAN 8500 NICOLLETTE COMBS-ROE 3751 COURT Q TACOMA WA 98404 NONE I JFP CLASS 11 FELLOW - NICOLLETTE COMBS-ROE 8500 PIERCE CONSERVATION DISTRICT 308 WEST STEWART AVE PO BOX 1057 PUYALLUP WA 98371 GOV HARVEST PIERCE COUNTY 75000 PUGET SOUND RESTORATION FUND 8001 NE DAY RD WEST SUITE B BAINBRIDGE ISLAND WA 98110 PC GENERAL OPERATING SUPPORT 75000 RESTAURANT 2 GARDEN (FISCAL SPONSOR SEATTLE PARKS FOUNDATION) PO BOX 3541 SEATTLE WA 98124 PC RESTAURANT 2 GARDEN EXPANSION 75000 SPARK NORTHWEST 1402 3RD AVE SUITE 901 SEATTLE WA 98101 PC GENERAL OPERATING SUPPORT 20000 TACOMA HOUSING DEVELOPMENT GROUP 902 S L ST TACOMA WA 98405 PC GENERAL OPERATING SUPPORT 2000 TACOMA URBAN LAND TRUST PO BOX 5616 TACOMA WA 984155616 PC GENERAL OPERATING SUPPORT 1325 TILTH ALLIANCE 4649 SUNNYSIDE AVE N 100 SEATTLE WA 98103 PC COALITION FOR ORGANIC AND REGENERATIVE AGRICULTURE 2500 TILTH ALLIANCE 4649 SUNNYSIDE AVE N 100 SEATTLE WA 98103 PC GENERAL OPERATING SUPPORT 2500 VANNRA UOK 1402 E 69TH STREET APT 1-202 TACOMA WA 98404 NONE I JFP CLASS 11 FELLOW - VANNRA UOK 8500 VIVA FARMS 16470 STATE ROUTE 20 MOUNT VERNON WA 98273 PC AGPARK MARKET CENTER CONSTRUCTION 75000 WASHINGTON MARITIME BLUE 1900 W NICKERSON ST STE 301 SEATTLE WA 98119 PC GENERAL OPERATING SUPPORT 50000 WASHINGTON STATE UNIVERSITY KITSAP COUNTY EXTENSION 345 6TH ST SUITE 550 BREMERTON WA 98337 PC GENERAL OPERATING SUPPORT FOR SMALL FARMS PROGRAMMING 26000 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 60000 WILLIE NOBLES 6953 SOUTH STEVENS ST TACOMA WA 98409 NONE I JFP CLASS 11 FELLOW - WILLIE NOBLES 8500 938500 14 58908 14 594163 5062 18 1143891 INCOME/LOSS FROM NON K-1 INVESTMENTS 18 4832 CREDIT CARD REWARDS 4000 INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS 18 -145241 0 1656553 9062 1665615 4 MUNICIPAL BOND INTEREST 11B REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISBURSEMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 79227 7820 95272 PORT OF SKAGIT 15400 AIRPORT DRIVE BURLINGTON WA 98233 2022-07-15 5000 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. 0 TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED 12/31/22, 12/31/23 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. INVESCO MANAGED ACCOUNTS 10381299 10381299 APERIO GROUP MANAGED BY FIDELITY 12486947 12486947 VANGUARD GLOBAL ESG STOCK FUND GROUP MANAGED BY FIDELITY 3255200 3255200 ALVARIUM TIEDEMANN HOLDINGS GROUP MANAGED BY FIDELITY 1043990 1043990 0 0 449145 449145 ACM FUND II, LLC FMV 556898 556898 ACM PERMANENT CROPS, LLC FMV 1612665 1612665 BTG PACTUAL TIMERLAND INV GRP FMV 2300000 2300000 CARBON DIRECT FUND FMV 129137 129137 ECOTRUST FORESTS II , LLC FMV 1221653 1221653 ECOTRUST FORESTS III, LLC FMV 916663 916663 FORTERRA STRONG COMMUNITIES FUND FMV 145283 145283 FCV-Q LP FMV 726259 726259 FOUNDERS' CO-OP IV LP FMV 1064688 1064688 GENERATE CAPITAL FMV 499986 499986 GENERATION IM FMV 10772327 10772327 GLOBAL IMPACT ACCESS PARTNERSHIP, LP FMV 8514559 8514559 GLOBAL IMPACT ACCESS PARTNERSHIP II, LP FMV 2487092 2487092 GREENBACKER RENEWABLE ENERGY FMV 2012408 2012408 HARLEM CAPITAL PARTNERS VENTURE FUND II, LP FMV 237955 237955 MARCHO PARTNERS FEEDER FUND FMV 669740 669740 ORGANICALLY GROWN COMPANY FMV 500000 500000 PMF INTEGRO FUND I FMV 468477 468477 PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP FMV 70725 70725 PORTFOLIO ADVISORS PRIVATE EQUITY VII FMV 1220241 1220241 PORTFOLIO ADVISORS SECONDARY FUND FMV 32686 32686 ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP FMV 1915295 1915295 SOSV III LP FMV 2763312 2763312 SOSV IV LP FMV 2992637 2992637 SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP FMV 77630 77630 STEPSTONE VC OPPORTUNITIES FUND IV FMV 719713 719713 THE LYME FOREST FUND IV TE, LP FMV 460519 460519 WASTEWATER OPPORTUNITY FUND, LLC FMV 244427 244427 LEGAL FEES 4125 0 4125 ACCRUED INCOME RECEIVABLE 166100 152100 152100 DUES 57045 0 57045 EVENTS 201279 0 201279 HONORARIUMS 22200 0 22200 INSURANCE 19603 0 19603 MISCELLANEOUS 17672 0 44115 OFFICE SUPPLIES 2599 0 2599 POSTAGE 538 0 538 SERVICE CHARGES 10304 0 10304 STAFF RECOGNITION 9471 0 9471 INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 239227 453878 0 INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 3076 3076 0 INFORMATION TECHNOLOGY 28753 0 28753 INCOME/LOSS FROM NON K-1 INVESTMENTS 4832 4832 4832 CREDIT CARD REWARDS 4000 4000 INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS -145241 -18623 -145241 UNREALIZED GAIN/LOSS ON SECURITIES 4472714 DEFERRED EXCISE TAX 201000 201000 INVESTMENT MANAGEMENT FEES 258994 258994 0 CONTRACT LABOR 108893 0 118215 PAYROLL SERVICE FEES 8851 0 8851 GRANT CONSULTING 445069 0 409755 FOREIGN TAXES 2 2767 0 PERSONAL PROPERTY TAX 1440 0 1440 STATE TAXES 551 0 51