THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349105954
- Schema version
- 2022v5.0
- 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
- Dissolution Stmt
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T17:09:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2538585050 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | SIMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,360,711 | 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 | $42,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $501,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,636,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,168,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $514,517 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,089,070 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,443 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,004,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,225,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $406,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $406,238 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $548,765 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $569,611 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $219,742 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $222,347 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,299 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,839 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,599 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $76,646 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $759,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $299,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $453,050 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $58,068 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37,936 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $20,132 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,511 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,814 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,814 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,447 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,447 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,183 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,183 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $683,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $507,646 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $347,338 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,931,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $859,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,161,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,979,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,073,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,911,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $859,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,234,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,915,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,001,940 | CashBOYAmt |
| Cash EOY | $56,001 | CashEOYAmt |
| Cash EOYFMV | $56,001 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,913,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,580,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,580,983 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $40,450 | AcctRcvblAmt |
| Acct Rcvbl EOY | $40,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $40,450 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,463,317 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,463,317 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,463,317 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,463,317 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,649 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,062 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,062 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,011,178 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $431,684 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $431,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,621,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,902,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,902,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,833,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,703,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,703,699 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $65,094,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,005,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,005,396 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $223,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $223,894 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $127,064 | OtherAssetsBOYAmt |
| Other Assets EOY | $166,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $166,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,077,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,360,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,360,711 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $289,292 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $430,872 | AccountsPayableEOYAmt |
| Grants Payable BOY | $586,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $345,784 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,560,070 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $201,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,435,862 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,656 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $91,641,287 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,383,055 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,641,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,383,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,077,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,360,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,641,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,915,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,725,854 | SubtotalAmt |
| Other Decreases | $11,342,799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,383,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $18,168,964 | $18,335,755 | -$166,791 | -$166,791 |
| CAPITAL GAINS FROM PASS THROUGH INVESTMENTS | 2021-01-01 | 2022-12-31 | $681,308 | $681,308 | $681,308 | |
| MULTI-INSIGHT SOLUTION | 2021-01-01 | 2022-12-30 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $514,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,155 | 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 | $100,155 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $95,068 | OverpaymentAmt |
| Applied To ES Tax | $95,068 | 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 | Yes (1) | 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 | MI | 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 | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 (9 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 | $406,238 | $17,154 | $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 |
| RON SIMS | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 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 | 28.00 | $186,353 | $33,566 | $0 |
| FABIOLA GREENAWALT | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM OFFICER | 40.00 | $123,500 | $30,147 | $0 |
| BRITTA FRANCESCONI | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | GRANTS & OPERATIONS | 40.00 | $101,212 | $23,094 | $0 |
| TERRANCE MCGEHEE | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM MANAGER | 40.00 | $83,761 | $38,603 | $0 |
| NECASHAW MONTGOMERY | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM MANAGER | 40.00 | $57,164 | $4,253 | $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 | |||||
| 520 MADISON AVE 26TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT ADVICE | $225,211 |
| ERIC LARSON | |||||
| 7067 MUIRKIRK AVE SW | PORT ORCHARD | WA | 98367 | ACCOUNTING | $86,563 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH ST UNIT 1400 | BELLEVUE | WA | 98004 | ACCOUNTING | $85,646 |
| FEAREY GROUP | |||||
| 1809 7TH AVE SUITE 1212 | SEATTLE | WA | 98101 | CONSULTING | $63,563 |
| OCCAM ADVISORS INC | |||||
| 1615 SE HOLLY STREET | PORTLAND | OR | 97214 | CONSULTING | $57,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 20 | Description1Txt |
| Expenses1 | $385,307 | 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 | $19,228,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,923,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,617,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,769,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,769,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,151,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,618,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,780,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,780,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,087 | TotalTaxAmt |
| Distributable Before Adj | $3,775,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,140 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,776,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,776,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,234,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,234,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,776,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $380,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,040,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $417,422 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,917,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,234,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,776,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $457,218 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,374,429 | 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 | $380,485 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,993,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,040,344 | ExcessFromYear4Amt |
| Excess From Year3 | $78,960 | ExcessFromYear3Amt |
| Excess From Year2 | $417,422 | ExcessFromYear2Amt |
| Excess From Current Year | $457,218 | ExcessFromCurrentYearAmt |
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 CHARIABLE 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 (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| 1 FOR THE PLANET | ||||||||
| 50 LAKESIDE AVENUE 341 | BURLINGTON | VT | 05401 | PC | GENERAL OPERATING SUPPORT - LEARNING GRANT | $1,534 | ||
| AGROS INTERNATIONAL | ||||||||
| 2225 FOURTH AVENUE STE 200 | SEATTLE | WA | 98121 | PC | 2022 EMPLOYEE MATCHING GIFT - GREATEST NEED | $200 | ||
| AIPACE WASHINGTON | ||||||||
| PO BOX 3007 | SEATTLE | WA | 98114 | PC | CAPITAL CAMPAIGN FOR TERESITA BATAYOLA CLINIC | $25,000 | ||
| AMERICAN LEADERSHIP FORUM | ||||||||
| 1119 PACIFIC AVENUE SUITE 801 | TACOMA | WA | 98402 | PC | EMPLOYEE MATCHING GIFT | $1,031 | ||
| AMERICAN LEADERSHIP FORUM | ||||||||
| 1119 PACIFIC AVENUE SUITE 801 | TACOMA | WA | 98402 | PC | ALF 2022 FELLOWS PROGRAM TAKING STOCK RETREAT | $5,000 | ||
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | PC | RECONNECTING AND RESTORING PUGET SOUND RIVERS, FLOODPLAINS AND COMMUNITIES | $40,000 | ||
| AS YOU SOW | ||||||||
| PO BOX 751 | BERKELEY | CA | 94701 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| AS YOU SOW | ||||||||
| PO BOX 751 | BERKELEY | CA | 94701 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| ASIA PACIFIC CULTURAL CENTER | ||||||||
| 4851 SOUTH TACOMA WAY | TACOMA | WA | 98409 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||
| ASIAN AMERICANS ADVANCING JUSTICEASIAN LAW CAUCUS (AAAJALC) | ||||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| ASIAN COUNSELING AND REFERRAL SERVICE (ACRS) | ||||||||
| 3639 MARTIN LUTHER KING JR WAY | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT | $1,500 | SOUTH | |
| ATNI TRIBES | ||||||||
| 5904 NE SANDY BLVD | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||
| BALLARD FOOD BANK | ||||||||
| 1400 NW LEARY WAY | SEATTLE | WA | 98107 | PC | GENERAL OPERATING SUPPORT | $150 | ||
| BRAIDED SEEDS | ||||||||
| PO BOX 58512 | TUKWILA | WA | 98138 | PC | BRAIDED SEEDS SUMMER RECLAMATION TRIPS | $12,000 | ||
| CAMP FIRE CENTRAL PUGET SOUND | ||||||||
| 2414 SW ANDOVER STREET SUITE D-105 | SEATTLE | WA | 98106 | PC | CAMP SEALTH OUTDOOR EDUCATION PROGRAM | $20,000 | ||
| CAMP SOLOMON SCHECHTER | ||||||||
| 117 E LOUISA ST 110 | SEATTLE | WA | 98102 | PC | GENERAL OPERATING SUPPORT | $7,500 | ||
| CHAPEL HILL PRESBYTERIAN CHURCH | ||||||||
| PO BOX 829 | GIG HARBOR | WA | 98335 | PC | UKRAINE | $500 | ||
| CHAPEL HILL PRESBYTERIAN CHURCH | ||||||||
| PO BOX 829 | GIG HARBOR | WA | 98335 | PC | EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT | $3,000 | ||
| CHELSEA MCELROY | ||||||||
| 5707 S GOVE ST | TACOMA | WA | 98409 | I | CLASS 9 FELLOWSHIP - CHELSEA MCELROY | $5,500 | NONE | |
| CHILDREN'S HOME SOCIETY OF WASHINGTON | ||||||||
| 12360 LAKE CITY WAY NE SUITE 450 | SEATTLE | WA | 98125 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| CHINESE FOR AFFIRMATIVE ACTION (CAA) | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| CLEMENTINE FUND | ||||||||
| PO BOX 7034 | TACOMA | WA | 98417 | PF | PORTION OF QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO THE FOUNDATION AS PART OF THE SIGNIFICANT DISTRIBUTION OF ASSETS TO CLEMENTINE FUND (91-1950165) DURING THE YEAR, PURSUANT TO TREAS REG 1.507-3. | -$73,624 | ||
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 3223 N 13TH STREET | TACOMA | WA | 98406 | PC | COLLEGE SUCCESS FOUNDATION - TACOMA - COLLEGE SELECTION PLANNING | $25,000 | ||
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 3223 N 13TH STREET | TACOMA | WA | 98406 | PC | COLLEGE SUCCESS FOUNDATION WASHINGTON STATE | $150 | ||
| COMMON FUTURE | ||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | POTLIKKER CAPITAL GENERAL OPERATING SUPPORT | $1,000 | ||
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | PC | LAZARUS FUND | $50,000 | ||
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY | ||||||||
| PO BOX 206 | NORDLAND | WA | 98358 | PC | GENERAL OPERATING BUDGET | $25,000 | ||
| COMMUNITY FOUNDATION OF SOUTH PUGET SOUND | ||||||||
| 212 UNION AVE SE SUITE 102 | OLYMPIA | WA | 98501 | PC | SUPPORT FOR FOOD BANKS | $60,000 | ||
| CONFLUENCE PHILANTHROPY | ||||||||
| 215 LEXINGTON AVE 10TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| CONFLUENCE PHILANTHROPY | ||||||||
| 215 LEXINGTON AVE 10TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $40,000 | ||
| COPPER CANYON PRESS | ||||||||
| PO BOX 271 | PORT TOWNSEND | WA | 98368 | PC | GENERAL OPERATING SUPPORT | $6,000 | ||
| COVENANT YOUTH OF ALASKA | ||||||||
| PO BOX 203356 | ANCHORAGE | AK | 99654 | PC | CHRIS LOCKWOOD SCHOLARSHIP FUND | $5,000 | ||
| COVENANT YOUTH OF ALASKA | ||||||||
| PO BOX 203356 | ANCHORAGE | AK | 99654 | PC | ALASKAN LEADER FUND | $5,000 | ||
| DANIEL AKAMINE | ||||||||
| 3414 E ROOSEVELT AVENUE | TACOMA | WA | 98404 | I | CLASS 9 FELLOWSHIP - DANIEL AKAMINE | $5,500 | NONE | |
| DBT - LINEHAN BOARD OF CERTIFICATION | ||||||||
| C/O ACCMAN INC 4010 STONE WAY N STE | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $5,000 | 400 | |
| DEEP GREEN WILDERNESS FISCALLY SPONSORED BY OCEAN FOUNDATION | ||||||||
| 2400 NW 80TH ST PMB 127 | SEATTLE | WA | 98117 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| DEGREES OF CHANGE | ||||||||
| PO BOX 1573 | TACOMA | WA | 98401 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| ECOCHALLENGEORG | ||||||||
| PO BOX 14911 | PORTLAND | OR | 98293 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY | ||||||||
| 3318 92ND STREET SOUTH | LAKEWOOD | WA | 98499 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||
| EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY | ||||||||
| 3318 92ND STREET SOUTH | LAKEWOOD | WA | 98499 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | PC | BLUE SKY FUNDERS FORUM | $250 | ||
| 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 BACKPACKS 4 KIDS | ||||||||
| PO BOX 173 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $17,500 | ||
| FOOD BACKPACKS 4 KIDS | ||||||||
| PO BOX 173 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $4,000 | ||
| FOODSHED CAPITAL | ||||||||
| 101 DEVON ROAD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| FORGOTTEN CHILDREN'S FUND | ||||||||
| PO BOX 9936 | SEATTLE | WA | 98109 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | PC | SCIENCE ON THE SEA | $80,000 | ||
| FOUNDATION FOR TACOMA STUDENTS | ||||||||
| 919 SOUTH 9TH STREET | TACOMA | WA | 98405 | PC | TACOMA COMPLETES | $30,000 | ||
| FOUNDATION FOR TACOMA STUDENTS | ||||||||
| 919 SOUTH 9TH STREET | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| FRIENDS OF NORTH CREEK FOREST | ||||||||
| P O BOX 2053 | BOTHELL | WA | 980412053 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| GARDEN RAISED BOUNTY (GRUB) | ||||||||
| 2016 ELLIOTT AVE NW | OLYMPIA | WA | 98502 | PC | GENERAL OPERATING SUPPORT - LEARNING GRANT | $1,500 | ||
| GARDEN RAISED BOUNTY (GRUB) | ||||||||
| 2016 ELLIOTT AVE NW | OLYMPIA | WA | 98502 | PC | ENVIRONMENTAL EDUCATION GRANT FOR GRUB YOUTH | $20,000 | ||
| GIG HARBOR NOW | ||||||||
| PO BOX 546 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $515 | ||
| GIG HARBOR PENINSULA FISH | ||||||||
| PO BOX 154 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||
| GOODWILL OF THE OLYMPICS AND RAINIER REGION | ||||||||
| 714 S 27TH ST | TACOMA | WA | 98409 | PC | COLLABORATION FOR A CAUSE - PIERCE COUNTY COMMUNITY ENGAGEMENT TASKFORCE | $5,000 | ||
| 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 | GIG HARBOR LAND CONSERVATION FUND | $20,000 | ||
| GREENHOUSE SCHOLARS | ||||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| HAMILTON MIDDLE SCHOOL PTSA SEATTLE COUNCIL | ||||||||
| 1610 N 41ST ST | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $206 | ||
| HARVEST AGAINST HUNGER | ||||||||
| PO BOX 4098 | SEATTLE | WA | 98194 | PC | F2FP | $50,000 | ||
| HILLTOP ARTISTS IN RESIDENCE | ||||||||
| PO BOX 6829 | TACOMA | WA | 98403 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| HORACIO PEREZ-MORALES | ||||||||
| 1709 EAST 62ND STREET | TACOMA | WA | 98404 | I | CLASS 9 FELLOWSHIP - HORACIO PEREZ-MORALES | $5,500 | NONE | |
| IMARI ROMEO | ||||||||
| 7604 46TH STREET W APT 4 | UNIVERSITY PLACE | WA | 98466 | I | CLASS 9 FELLOWSHIP - IMARI ROMEO | $5,500 | NONE | |
| ISLANDWOOD | ||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | PC | GENERAL OPERATING SUPPORT FOR YOUTH ENVIRONMENTAL EDUCATION PROGRAMMING | $25,000 | ||
| JUAN-CARLOS DESANTIAGO | ||||||||
| 902 S JUNETT ST | TACOMA | WA | 98405 | I | CLASS 9 FELLOWSHIP - CARLOS DESANTIAGO | $5,500 | NONE | |
| KIM ELLEFSON | ||||||||
| 776 SOUTH COMMERCE ST 301 | TACOMA | WA | 98402 | I | CLASS 9 FELLOWSHIP - KIM ELLEFSON | $5,500 | NONE | |
| KITSAP CONSERVATION DISTRICT | ||||||||
| 10332 CENTRAL VALLEY RD | POULSBO | WA | 98370 | GOV | GRACE PROJECT | $15,000 | ||
| KITSAP HUMANE SOCIETY | ||||||||
| 9167 DICKEY RD NW | SILVERDALE | WA | 98383 | PC | GENERAL OPERATING SUPPORT | $512 | ||
| KRISTI MARTINEZ | ||||||||
| 19810-121ST ST CT E | BONNEY LAKE | WA | 98391 | I | CLASS 9 FELLOWSHIP - KRISTI MARTINEZ | $5,500 | NONE | |
| KRISTIN POOL | ||||||||
| 4302 304TH ST E | GRAHAM | WA | 98338 | I | CLASS 9 FELLOWSHIP - KRISTIN POOL | $5,500 | NONE | |
| LAKECIA FARMER | ||||||||
| 709 E 35TH ST | TACOMA | WA | 98404 | I | CLASS 9 FELLOWSHIP - LAKECIA FARMER | $5,500 | NONE | |
| L'ARCHE TAHOMA HOPE | ||||||||
| 12303 36TH AVENUE EAST | TACOMA | WA | 98446 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| LIGHTHOUSE STOREHOUSE FOOD CENTER | ||||||||
| 6202 20TH ST E | FIFE | WA | 98424 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| LINDQUIST DENTAL CLINIC FOR CHILDREN | ||||||||
| 130-131ST STREET S | TACOMA | WA | 98444 | PC | GENERAL OPERATING SUPPORT | $17,500 | ||
| LORRAINE STONE | ||||||||
| 513 110TH ST CT E APT M205 | PARKLAND | WA | 98445 | I | CLASS 9 FELLOWSHIP - LORRAINE STONE | $5,500 | NONE | |
| MAD AGRICULTURE | ||||||||
| 728 PEARL STREET | BOULDER | CO | 80302 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| MULTICARE BEHAVIORAL HEALTH FOUNDATION | ||||||||
| PO BOX 5296 | TACOMA | WA | 984150296 | PC | GREATER LAKES MENTAL HEALTH | $5,000 | ||
| MULTICARE HEALTH FOUNDATION | ||||||||
| PO BOX 5296 | TACOMA | WA | 984150296 | PC | FESTIVAL OF TREES 2022 | $5,000 | ||
| MUSEUM OF GLASS | ||||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | PC | HOT SHOP HEROES | $50,000 | ||
| NONPROFIT FINANCE FUND | ||||||||
| 5 HANOVER SQUARE 9TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| NORTHWEST AGRICULTURE BUSINESS CENTER | ||||||||
| 419 SOUTH FIRST STREET | MOUNT VERNON | WA | 98273 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| NORTHWEST AGRICULTURE BUSINESS CENTER | ||||||||
| 419 SOUTH FIRST STREET | MOUNT VERNON | WA | 98273 | PC | PUGET SOUND FOOD HUB - GENERAL OPERATING SUPPORT | $5,000 | ||
| NORTHWEST NATURAL RESOURCE GROUP | ||||||||
| 2701 1ST AVE SUITE 240 | SEATTLE | WA | 98121 | PC | FOREST LEARNING AT CAMP WASKOWITZ | $12,500 | ||
| NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION | ||||||||
| 1155 N STATE ST SUITE 400 | BELLINGHAM | WA | 98225 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| NORTHWEST YOUTH CORPS | ||||||||
| 2621 AUGUSTA STREET | EUGENE | OR | 97403 | PC | SOUND TO SUMMIT EXPANSION | $20,500 | ||
| NOURISH PIERCE COUNTY | ||||||||
| 1702 SOUTH 72ND STREET SUITE E | TACOMA | WA | 98408 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| NOURISH PIERCE COUNTY | ||||||||
| 1702 SOUTH 72ND STREET SUITE E | TACOMA | WA | 98408 | PC | KEY PENINSULA FOOD BANK | $25,000 | ||
| NOURISH PIERCE COUNTY | ||||||||
| 1702 SOUTH 72ND STREET SUITE E | TACOMA | WA | 98408 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| NW FURNITURE BANK | ||||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||
| ORCAS ISLAND PTSA | ||||||||
| PO BOX 572 | EASTSOUND | WA | 98245 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| PACIFIC EDUCATION INSTITUTE | ||||||||
| MARKET PLACE OFFICE BLD 724 | OLYMPIA | WA | 98501 | PC | PUGET SOUND YOUTH ENGAGING IN SUSTAINABLE SYSTEMS (YESS)! | $33,120 | COLUMBIA ST NW STE 255 | |
| PAICINES RANCH LEARNING CENTER | ||||||||
| PO BOX 8 | PAICINES | CA | 950430008 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| PHINNEY NEIGHBORHOOD ASSOCIATION | ||||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $155 | ||
| PLANT BASED FOOD SHARE FISCALLY SPONSORED BY NARN | ||||||||
| 1037 NE 65TH ST 174 | SEATTLE | WA | 98115 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| PORT OF SKAGIT | ||||||||
| 15400 AIRPORT DRIVE | BURLINGTON | WA | 98233 | NC | SPONSORSHIP OF THE SKAGIT AG SUMMIT | $5,000 | ||
| PORT TOWNSEND MARINE SCIENCE CENTER | ||||||||
| 532 BATTERY WAY | PORT TOWNSEND | WA | 98368 | PC | GROWING OCEAN STEWARDS | $25,000 | ||
| PROVIDENCE REGINA HOUSE | ||||||||
| 8201 10TH AVE S STE 6 | SEATTLE | WA | 98108 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| PROVISION | ||||||||
| PO BOX 2358 | GIG HARBOR | WA | 98335 | PF | PORTION OF QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO THE FOUNDATION AS PART OF THE SIGNIFICANT DISTRIBUTION OF ASSETS TO PROVISION (91-2090715) DURING THE YEAR, PURSUANT TO TREAS REG 1.507-3. | -$73,624 | ||
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 130 NICKERSON STREET SUITE 107 | SEATTLE | WA | 98109 | PC | THE PUGET SOUND LEADERSHIP, CLEAN WATER REGULATION AND ENFORCEMENT PROJECT | $50,000 | ||
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 130 NICKERSON STREET SUITE 107 | SEATTLE | WA | 98109 | PC | LOST URBAN CREEKS PROJECT | $25,000 | ||
| R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 7119 | TACOMA | WA | 98417 | PC | GENERAL OPERATING | $25,000 | ||
| RE SOURCES FOR SUSTAINABLE COMMUNITIES | ||||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | PC | PROTECTING AND RESTORING WATER QUALITY AND THE SPECTACULAR WEB OF LIFE IN NORTHERN PUGET SOUND | $50,000 | ||
| ROCKY MOUNTAIN LAND LIBRARY | ||||||||
| 2550 W 39TH AVENUE | DENVER | CO | 80211 | PC | GENERAL OPERATING SUPPORT | $8,000 | ||
| SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE) | ||||||||
| 3236 SW AVALON WAY APT 305 | SEATTLE | WA | 98122 | PC | BIPOC YOUTH ENVIRONMENTAL EDUCATION | $20,000 | ||
| SEATTLE PARKS FOUNDATION | ||||||||
| PO BOX 3541 | SEATTLE | WA | 981243541 | PC | EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT | $3,000 | ||
| SECOND CYCLE COMMUNITY BIKE SHOP | ||||||||
| 1205 MLK JR WAY | TACOMA | WA | 98405 | PC | BIKE STORIES 2022 | $500 | ||
| SELLWOOD COMMUNITY HOUSE | ||||||||
| 1436 SOUTHEAST SPOKANE STREET | PORTLAND | OR | 97202 | PC | ACQUISITION OF MORELAND WOODS | $5,000 | ||
| SHADOW LAKE NATURE PRESERVE | ||||||||
| PO BOX 58963 | RENTON | WA | 98058 | PC | WILDERNESS ADVENTURE PROGRAMMING | $3,000 | ||
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL FUNDS PROJECT - SPOKANE (SHC) | $208 | ||
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | PC | IKKATSU PROJECT - EMPLOYEE MATCHING GIFT | $250 | ||
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | PC | IKKATSU PROJECT GENERAL OPERATING SUPPORT | $250 | ||
| SOUTH SOUND ESTUARY ASSOCIATION | ||||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | PC | K-12 EDUCATION FIELD TRIPS: ON THE WATER, ESTUARY LIFE AND LANDFORMS AND BAYSHORE FIELDSTEM | $12,230 | ||
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | ST. CHARLES BORROMEO SCHOOL - FUND AN ITEM | $250 | ||
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT | $550 | ||
| ST CHARLES BORROMEO PARISH | ||||||||
| 7112 SOUTH 12TH STREET | TACOMA | WA | 98465 | PC | EMPLOYEE MATCHING GIFT - EXCELLENCE IN EDUCATION ANNUAL FUND | $1,000 | ||
| STANLEY ANN DUNHAM SCHOLARSHIP FUND | ||||||||
| 7683 SE 27TH ST 102 | MERCER ISLAND | WA | 98040 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| STEWARDSHIP PARTNERS | ||||||||
| 80 YESLER WAY SUITE 315 | SEATTLE | WA | 981042562 | PC | GENERAL OPERATING SUPPORT | $75,000 | ||
| SUMMER SEARCH | ||||||||
| 635 ANDOVER PARK WEST BUILDING 8 | TUKWILA | WA | 98188 | PC | OUTDOOR SUMMER PROGRAM SUPPORT | $30,000 | SUITE 200 | |
| SUN VALLEY WRITERS' CONFERENCE | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| TACOMA COMMUNITY BOAT BUILDERS | ||||||||
| 1120 EAST D STREET | TACOMA | WA | 98421 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||
| TACOMA REFUGEE CHOIR | ||||||||
| PO BOX 2321 | TACOMA | WA | 98401 | PC | 2022 DISCRETIONARY GRANT | $5,000 | ||
| THE COFFEE OASIS | ||||||||
| 837 4TH STREET | BREMERTON | WA | 98337 | PC | GENERAL OPERATING SUPPORT FOR PIERCE COUNTY WORK | $25,000 | ||
| THE HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY | ||||||||
| 2608 CENTER STREET | TACOMA | WA | 98409 | PC | GENERAL OPERATING SUPPORT | $250 | ||
| THE REACH CENTER (FISCALLY SPONSORED BY TACOMA COMMUNITY HOUSE) | ||||||||
| 714 SOUTH 27TH STREET | TACOMA | WA | 98409 | PC | GENERAL OPERATING SUPPORT FOR REACH CENTER | $30,000 | ||
| THE TRACKING PROJECT INC | ||||||||
| PO BOX 266 | CORRALES | NM | 87048 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 1218 THIRD AVE SUITE 1700 | SEATTLE | WA | 98101 | PC | GENERAL OPERATING SUPPORT | $250 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 1218 THIRD AVE SUITE 1700 | SEATTLE | WA | 98101 | PC | EMPLOYEE MATCHING GIFT | $262 | ||
| THE TRUST FOR PUBLIC LAND | ||||||||
| 901 5TH AVENUE SUITE 1520 | SEATTLE | WA | 98164 | PC | TACOMA GREEN SCHOOLYARDS | $25,000 | ||
| THIERRY RUBONEKA | ||||||||
| 902 FAWCETT AVENUE 32 | TACOMA | WA | 98402 | I | CLASS 9 FELLOWSHIP - THIERRY RUBONEKA | $5,500 | NONE | |
| THURSTON COUNTY FOOD BANK | ||||||||
| 220 THURSTON AVE NE | OLYMPIA | WA | 985011138 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| TILTH ALLIANCE | ||||||||
| 4649 SUNNYSIDE AVE N STE 100 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $1,500 | ||
| TOBY JOSEPH SR | ||||||||
| 2304 S 16TH STREET | TACOMA | WA | 98405 | I | CLASS 9 FELLOWSHIP - TOBY JOSEPH SR. | $5,500 | NONE | |
| TREEHOUSE | ||||||||
| 2100 24TH AVENUE SOUTH 200 | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT FOR TREEHOUSE STORE | $5,000 | ||
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | PC | TROUT UNLIMITED'S LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM | $22,200 | ||
| UNIVERSITY CHILD DEVELOPMENT SCHOOL | ||||||||
| 5062 9TH AVE NE | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $500 | ||
| UNIVERSITY DISTRICT FOOD BANK | ||||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE) | ||||||||
| 9010 453RD ST EAST | EATONVILLE | WA | 98328 | PC | GENERAL OPERATING SUPPORT | $30,000 | ||
| UNIVERSITY OF WASHINGTON FOUNDATION (UW BOTANIC GARDENS) | ||||||||
| 2300 ARBORETUM DRIVE E | SEATTLE | WA | 98112 | PC | INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP | $20,000 | ||
| VASHON NATURE CENTER | ||||||||
| 23509 LANDERS RD SW | VASHON | WA | 98070 | PC | GENERAL OPERATING SUPPORT | $22,500 | ||
| VIVA FARMS | ||||||||
| 16470 STATE ROUTE 20 | MOUNT VERNON | WA | 98273 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||
| VIVA FARMS | ||||||||
| 16470 STATE ROUTE 20 | MOUNT VERNON | WA | 98273 | PC | TRACTOR FUND | $300 | ||
| VIVA FARMS | ||||||||
| 16470 STATE ROUTE 20 | MOUNT VERNON | WA | 98273 | PC | TRACTOR FUND | $500 | ||
| VIVA FARMS | ||||||||
| 16470 STATE ROUTE 20 | MOUNT VERNON | WA | 98273 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | PC | PUGET SOUND PROTECTION AND RESTORATION | $75,000 | ||
| WASHINGTON FARMLAND TRUST | ||||||||
| PO BOX 2206 | SEATTLE | WA | 98111 | PC | GENERAL OPERATING SUPPORT | $3,500 | ||
| WASHINGTON OUTDOOR SCHOOL CONSORTIUM | ||||||||
| 1021 8TH AVE SE | OLYMPIA | WA | 98501 | PC | WASHINGTON OUTDOOR SCHOOLS CONSORTIUM- COALITION BUILDING, CURRICULAR FRAMEWORKS AND EDUCATOR DEVELOPMENT | $24,000 | ||
| WASHINGTON STATE UNIVERSITY FOUNDATION - BREADLAB | ||||||||
| 11768 WESTAR LANE UNIT E BOX 5 | BURLINGTON | WA | 98233 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||
| WASHINGTON STATE UNIVERSITY FOUNDATION | ||||||||
| 641925 TOWN CENTRE/255 E MAIN ST | PULLMAN | WA | 991641925 | PC | EMPLOYEE MATCHING GIFT | $250 | ||
| 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 | YOUTH INTERNSHIP PROGRAM AND SUPPORT FOR WAYA CAMP READINESS TRAINING FOR OUTDOOR INSTRUCTORS AND TRAINING FOR THE INAUGURAL CAMP DIRECTOR, INCLUDING THE ESTABLISHMENT OF A STAFF AND STAFF TRAINING MANUAL. | $25,000 | ||
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | ||||||||
| WWU 516 HIGH STREET MS 9034 | BELLINGHAM | WA | 98225 | PC | SEA DISCOVERY CENTER: PREPARING KITSAP COUNTY ENVIRONMENTAL STEWARDS | $25,000 | ||
| WILD SOCIETY | ||||||||
| PO BOX 816 | KINGSTON | WA | 98346 | PC | 2022 GENERAL OPERATING SUPPORT | $25,000 | ||
| WORKING AMERICA EDUCATION FUND | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||
| WORLD RELIEF SEATTLE | ||||||||
| 23835 PACIFIC HIGHWAY S STE 100 | KENT | WA | 98032 | PC | EQUITY & SUSTAINABILITY INTERNSHIP PROGRAM: BUILDING ENVIRONMENTAL LEADERSHIP & EDUCATION OPPORTUNITIES FOR REFUGEE AND IMMIGRANT YOUTH | $25,000 | ||
| YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP | ||||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | YMCA EARTH SERVICE CORPS (YESC) | $40,000 | ||
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||||
| 4717 S 19TH ST STE 201 | TACOMA | WA | 98405 | PC | OUTDOOR ENVIRONMENTAL EDUCATION | $25,000 | ||
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||||
| 4717 S 19TH ST STE 201 | TACOMA | WA | 98405 | PC | CAMP SEYMOUR FOREST MANAGEMENT | $7,500 | ||
| YOUNG LIFE - UNIVERSITY PLACENORTH TACOMA | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 863047065 | PC | EMPLOYEE MATCHING GIFT | $700 | ||
| YOUNG WOMEN EMPOWERED (Y-WE) | ||||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $1,500 | 136 | |
| YVETTE DONDE | ||||||||
| 17 ST HELENS AVE APT 204 | TACOMA | WA | 98402 | I | CLASS 9 FELLOWSHIP - YVETTE DONDE | $5,500 | NONE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,073,025 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIYA CLEMONS | |||||||
| 5309 S ORCHARD ST APT 44 | TACOMA | WA | 98467 | NONE | I | CLASS 10 FELLOW - ACHIYA CLEMONS | $8,500 |
| AS YOU SOW | |||||||
| PO BOX 751 | BERKELEY | CA | 94701 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| 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 | $8,500 |
| COMMUNITIES IN SCHOOLS OF PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | PC | LAZARUS FUND | $100,000 | |
| CONFLUENCE PHILANTHROPY | |||||||
| 215 LEXINGTON AVE 10TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| 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 | $8,500 |
| DAVIDA SHARPE-HAYGOOD | |||||||
| 1516 12TH ST SW | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD | $8,500 |
| GIG HARBOR PENINSULA FISH | |||||||
| PO BOX 154 | GIG HARBOR | WA | 98335 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JAKE NAU | |||||||
| 1214 HUSON DR | TACOMA | WA | 98405 | NONE | I | JFP CLASS 10 FELLOW - JAKE NAU | $8,500 |
| JAQUETTE EASTERLIN | |||||||
| 4517 S JUNETT ST B | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN | $8,500 |
| KELSEY LONGRIE | |||||||
| 2270 MADRONA DR SE | PORT ORCHARD | WA | 98366 | NONE | I | JFP CLASS 10 FELLOW - KELSEY LONGRIE | $8,500 |
| KEY PENINSULA CIVIC CENTER ASSOCIATION | |||||||
| PO BOX 82 | VAUGHN | WA | 98394 | PC | KEY PENINSULA NEWS | $1,500 | |
| 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 | $8,500 |
| MAIRA MARISCAL | |||||||
| 1017 S PEARL ST 17A | TACOMA | WA | 98465 | NONE | I | JFP CLASS 10 FELLOW - MAIRA MARISCAL | $8,500 |
| MARY CURRY | |||||||
| 5707 SOUTH GOVE STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - MARY CURRY | $8,500 |
| MELO HOGAN | |||||||
| 5801 E K ST | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - MELO HOGAN | $8,500 |
| OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION) | |||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| SPIRIT TA'AN'PE'TU MISKA | |||||||
| 4914 S MULLEN ST | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'TU MISKA | $8,500 |
| TOBY JOSEPH JR | |||||||
| 1017 N MERIDIAN K10 | PUYALLUP | WA | 98371 | NONE | I | JFP CLASS 10 FELLOW - TOBY JOSEPH JR. | $8,500 |
| TRAVIS POPE | |||||||
| 4019 E E STREET | TACOMA | WA | 98404 | NONE | I | JFP CLASS 10 FELLOW - TRAVIS POPE | $8,500 |
| VENALIN AGUILAR | |||||||
| 6610 SOUTH ALDER STREET | TACOMA | WA | 98409 | NONE | I | JFP CLASS 10 FELLOW - VENALIN AGUILAR | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $345,784 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,083 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,686 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,636,984 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| INCOME/LOSS FROM NON K-1 INVESTMENTS | 18 | $79,401 | |
| MISCELLANEOUS INCOME | $1,000 | ||
| INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS | 18 | $835,464 | |
| LITIGATION SETTLEMENT | 14 | $205 | |
| DEFERRED TAX BENEFIT | 01 | $173,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,017,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,004,304 | 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 DISTRIBUTIONS |
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 | $89,599 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,646 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| PROVISION | |||||
| PO BOX 2358 | GIG HARBOR | WA | 98335 | SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $4,593,035 PURSUANT TO THE TRANSFER AND SEPARATION AGREEMENT, $36,525,583 WERE TRANSFERRED IN THE PRIOR REPORTING YEAR. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. | $41,118,618 |
| CLEMENTINE FUND (FORMERLY SMILING DOG FOUNDATION) | |||||
| PO BOX 7034 | TACOMA | WA | 98417 | SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $4,593,035 PURSUANT TO THE TRANSFER AND SEPARATION AGREEMENT, $36,525,583 WERE TRANSFERRED IN THE PRIOR REPORTING YEAR. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. | $41,118,618 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| OXBOW FARM & CONSERVATION CENTER | |||||||||
| 10819 CARNATION-DUVALL ROAD NE | CARNATION | WA | 98014 | 2021-03-19 | $30,000 | ENVIRONMENTAL EDUCATION: RESPONDING TO THE COMMUNITY IN THE TIME OF COVID, MEETING THE NEEDS OF YOUTH AND COMMUNITY MEMBERS IN KING COUNTY BY PROVIDING SAFE, RICH AND PERSONALLY RELEVANT EXPERIENCES WITH SUSTAINABLE FOOD SYSTEMS AND THE LOCAL NATURAL ECOSYSTEM. WE PLAN TO DO THIS BY PROVIDING VIRTUAL, ON-SITE AND REMOTE PROGRAMS, AT FREE AND/OR REDUCED COST, PRIORITIZING HISTORICALLY UNDERSERVED/MARGINALIZED POPULATIONS AND COMMUNITIES OF COLOR. | $30,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 2/22/22 (FINAL) |
| PORT OF SKAGIT | |||||||||
| 15400 AIRPORT DRIVE | BURLINGTON | WA | 98233 | 2022-07-15 | $5,000 | SPONSORSHIP OF THE SKAGIT AG SUMMIT | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/22 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 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 LEADERSHIP DEVELOPMENT ACTIVITIES, AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2022, JANE'S FELLOWSHIP HAD 13 FELLOWS:TOTAL OPERATING EXPENSES = $ 385,307TOTAL 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. | |
| FORM 990-PF, PART IX, X, XI & XII: | THE RUSSELL FAMILY FOUNDATION GRANTED SIGNIFICANT ASSETS TO CLEMENTINE FUND (91-1950165) AND PROVISION (91-2090715), AS SUCH THE TAX ATTRIBUTES HAVE BEEN RESTATED AND REPORTED ON CLEMENTINE FUND'S AND PROVISION'S 2022 FORM 990-PF. THEREFORE, ON THE RETURN THE FOLLOWING ADJUSTMENTS HAVE BEEN MADE TO REFLECT THE GRANT: THE RUSSELL FAMILY FOUNDATION'S MINIMUM INVESTMENT RETURN CALCULATION REPORTED IN PART IX, DISTRIBUTABLE AMOUNT REPORTED IN PART X (INCLUDING LINE 4 ADJUSTMENTS), QUALIFYING DISTRIBUTIONS REPORTED IN PARTS I & XI, AND THE UNDISTRIBUTED INCOME IN PART XII. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESCO GROUP MANAGED BY FIDELITY | BondNm |
| EOY Book Value | $7,703,699 | EOYBookValueAmt |
| EOYFMV | $7,703,699 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | APERIO GROUP MANAGED BY FIDELITY | StockNm |
| EOY Book Value | $8,902,019 | EOYBookValueAmt |
| EOYFMV | $8,902,019 | EOYFMVAmt |
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 | $431,684 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $431,684 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACM FUND II, LLC | FMV | $566,524 | $566,524 |
| ACM PERMANENT CROPS, LLC | FMV | $1,753,110 | $1,753,110 |
| AKO GLOBAL | FMV | $2,323,258 | $2,323,258 |
| ALVARIUM TIEDEMANN | FMV | $999,992 | $999,992 |
| CARBON DIRECT FUND | FMV | $136,335 | $136,335 |
| ECOTRUST FORESTS II , LLC | FMV | $1,241,096 | $1,241,096 |
| ECOTRUST FORESTS III, LLC | FMV | $803,381 | $803,381 |
| FCV-Q LP | FMV | $549,317 | $549,317 |
| FORTERRA STRONG COMMUNITIES FUND | FMV | $197,490 | $197,490 |
| FOUNDERS' CO-OP IV LP | FMV | $1,616,961 | $1,616,961 |
| FUNDSMITH SUSTAINABLE EQUITY FUND | FMV | $3,684,783 | $3,684,783 |
| GENERATION IM | FMV | $13,819,300 | $13,819,300 |
| GLOBAL IMPACT ACCESS PARTNERSHIP II, LP | FMV | $1,727,137 | $1,727,137 |
| GLOBAL IMPACT ACCESS PARTNERSHIP, LP | FMV | $7,896,806 | $7,896,806 |
| GREENBACKER RENEWABLE ENERGY | FMV | $50,000 | $50,000 |
| HARLEM CAPITAL PARTNERS VENTURE FUND II, LP | FMV | $202,350 | $202,350 |
| MARCHO PARTNERS FEEDER FUND | FMV | $484,396 | $484,396 |
| ORGANICALLY GROWN COMPANY | FMV | $500,000 | $500,000 |
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | FMV | $4,129,607 | $4,129,607 |
| PMF INTEGRO FUND I | FMV | $474,557 | $474,557 |
| PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP | FMV | $105,409 | $105,409 |
| PORTFOLIO ADVISORS PRIVATE EQUITY VII | FMV | $1,480,013 | $1,480,013 |
| PORTFOLIO ADVISORS SECONDARY FUND | FMV | $125,611 | $125,611 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP | FMV | $2,139,462 | $2,139,462 |
| SOSV III LP | FMV | $2,711,464 | $2,711,464 |
| SOSV IV LP | FMV | $2,934,212 | $2,934,212 |
| SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP | FMV | $103,324 | $103,324 |
| STEPSTONE VC OPPORTUNITIES FUND IV | FMV | $1,321,443 | $1,321,443 |
| THE LYME FOREST FUND IV TE, LP | FMV | $567,645 | $567,645 |
| WASTEWATER OPPORTUNITY FUND, LLC | FMV | $360,413 | $360,413 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. DURING CALENDAR YEAR 2022, THE RUSSELL FAMILY FOUNDATION MADE A DISTRIBUTION FROM A SOURCE OTHER THAN CURRENT INCOME RESULTING IN A SUBSTANTIAL CONTRACTION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. RECIPIENTS' NAME'S, EIN AND ADDRESSES: CLEMENTINE FUND (FORMERLY SMILING DOG FOUNDATION) 91-1950165 ASSETS DISTRIBUTED: 3/23/2022 FMV CASH & EQUIVALENTS - $4,593,035 PROVISION 91-2090715 ASSETS DISTRIBUTED: 3/23/2022 FMV CASH & EQUIVALENTS - $4,593,035 | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,299 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,839 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $127,064 | BOYBookValueAmt |
| EOY Book Value | $166,100 | EOYBookValueAmt |
| EOYFMV | $166,100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $11,342,799 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $40,922 | $0 | $40,922 |
| EVENTS | $104,726 | $0 | $104,726 |
| HONORARIUMS | $31,600 | $0 | $31,600 |
| INSURANCE | $20,792 | $0 | $20,792 |
| MISCELLANEOUS | $90,645 | $0 | $88,160 |
| OFFICE SUPPLIES | $2,986 | $0 | $2,986 |
| POSTAGE | $703 | $0 | $703 |
| SERVICE CHARGES | $10,271 | $0 | $10,271 |
| STAFF RECOGNITION | $11,800 | $0 | $11,800 |
| INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 | $277,215 | $451,035 | $0 |
| INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 | $56,611 | $56,611 | $0 |
| INFORMATION TECHNOLOGY | $35,378 | $0 | $35,378 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM NON K-1 INVESTMENTS | $79,401 | $79,401 | $79,401 |
| MISCELLANEOUS INCOME | $1,000 | $1,000 | |
| INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS | $835,464 | -$23,163 | $0 |
| LITIGATION SETTLEMENT | $205 | $205 | $205 |
| DEFERRED TAX BENEFIT | $173,000 | $173,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $374,000 | $201,000 |
| PAYABLE SEPARATION | $9,186,070 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $95,826 | $0 | $88,228 |
| GRANT CONSULTING | $351,759 | $0 | $351,759 |
| INVESTMENT MANAGEMENT FEES | $299,102 | $299,102 | $0 |
| PAYROLL SERVICE FEES | $13,063 | $0 | $13,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $100,000 | $0 | $0 |
| FOREIGN TAXES | $9 | $5,444 | $0 |
| PERSONAL PROPERTY TAX | $1,511 | $0 | $1,511 |
| STATE TAXES | $500 | $0 | $0 |