2023-11-14T17:09:18-06:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2022-01-01 911663336 THE RUSSELL FAMILY FOUNDATION RUSS 2538585050 PO BOX 2567 GIG HARBOR WA 98335 KATHLEEN SIMPSON CEO 2538585050 2023-11-08 1 KATHLEEN SIMPSON 999009999 0 JENNIFER BECKER HARRIS P00183358 4254544919 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 75360711 X X 42083 42083 501527 612045 -2636984 18168964 514517 1089070 56443 -1004304 1225088 406238 0 406238 548765 0 569611 219742 0 222347 10299 0 10839 89599 9000 76646 759750 299102 453050 58068 37936 20132 102020 5444 1511 16814 0 16814 35447 0 35447 1183 0 1183 683649 507646 347338 2931574 859128 2161156 1979555 2073025 4911129 859128 4234181 -5915433 365960 6001940 56001 56001 3913679 1580983 1580983 40450 40450 40450 1463317 0 1463317 1463317 1463317 10649 11062 11062 1011178 431684 431684 13621752 8902019 8902019 10833262 7703699 7703699 65094308 55005396 55005396 223894 223894 127064 166100 166100 102077149 75360711 75360711 289292 430872 586500 345784 9560070 201000 10435862 977656 X 91641287 74383055 91641287 74383055 102077149 75360711 91641287 -5915433 0 85725854 11342799 74383055 PUBLICLY TRADED SECURITIES 2021-01-01 2022-12-31 18168964 18335755 -166791 -166791 CAPITAL GAINS FROM PASS THROUGH INVESTMENTS 2021-01-01 2022-12-31 681308 681308 681308 MULTI-INSIGHT SOLUTION 2021-01-01 2022-12-30 0 0 514517 5087 0 5087 0 5087 100155 0 0 0 100155 X 0 95068 95068 0 0 0 0 0 0 0 0 0 1 1 1 1 1 AZ CA CO CT FL LA MI MN MS MT NC NY OK 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 406238 17154 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 ERIN KAHN PO BOX 2567 GIG HARBOR WA 98335 DIRECTOR OF STRATEGY 28.00 186353 33566 0 FABIOLA GREENAWALT PO BOX 2567 GIG HARBOR WA 98335 PROGRAM OFFICER 40.00 123500 30147 0 BRITTA FRANCESCONI PO BOX 2567 GIG HARBOR WA 98335 GRANTS & OPERATIONS 40.00 101212 23094 0 TERRANCE MCGEHEE PO BOX 2567 GIG HARBOR WA 98335 PROGRAM MANAGER 40.00 83761 38603 0 NECASHAW MONTGOMERY PO BOX 2567 GIG HARBOR WA 98335 PROGRAM MANAGER 40.00 57164 4253 0 0 TIEDEMANN WEALTH MANAGEMENT 520 MADISON AVE 26TH FLOOR NEW YORK NY 10022 INVESTMENT ADVICE 225211 ERIC LARSON 7067 MUIRKIRK AVE SW PORT ORCHARD WA 98367 ACCOUNTING 86563 CLARK NUBER PS 10900 NE 4TH ST UNIT 1400 BELLEVUE WA 98004 ACCOUNTING 85646 FEAREY GROUP 1809 7TH AVE SUITE 1212 SEATTLE WA 98101 CONSULTING 63563 OCCAM ADVISORS INC 1615 SE HOLLY STREET PORTLAND OR 97214 CONSULTING 57947 0 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 385307 0 19228925 3923264 53617555 76769744 0 0 76769744 1151546 75618198 3780910 3780910 5087 5087 3775823 1140 3776963 0 3776963 4234181 0 4234181 3776963 0 0 380485 1040344 78960 417422 1917211 4234181 0 0 0 3776963 457218 0 0 2374429 0 0 0 0 0 0 380485 1993944 1040344 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 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. 1 FOR THE PLANET 50 LAKESIDE AVENUE 341 BURLINGTON VT 05401 PC GENERAL OPERATING SUPPORT - LEARNING GRANT 1534 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 25000 AMERICAN LEADERSHIP FORUM 1119 PACIFIC AVENUE SUITE 801 TACOMA WA 98402 PC EMPLOYEE MATCHING GIFT 1031 AMERICAN LEADERSHIP FORUM 1119 PACIFIC AVENUE SUITE 801 TACOMA WA 98402 PC ALF 2022 FELLOWS PROGRAM TAKING STOCK RETREAT 5000 AMERICAN RIVERS 1101 14TH STREET NW SUITE 1400 WASHINGTON DC 20005 PC RECONNECTING AND RESTORING PUGET SOUND RIVERS, FLOODPLAINS AND COMMUNITIES 40000 AS YOU SOW PO BOX 751 BERKELEY CA 94701 PC GENERAL OPERATING SUPPORT 5000 AS YOU SOW PO BOX 751 BERKELEY CA 94701 PC GENERAL OPERATING SUPPORT 20000 ASIA PACIFIC CULTURAL CENTER 4851 SOUTH TACOMA WAY TACOMA WA 98409 PC GENERAL OPERATING SUPPORT 1500 ASIAN AMERICANS ADVANCING JUSTICEASIAN LAW CAUCUS (AAAJALC) 55 COLUMBUS AVENUE SAN FRANCISCO CA 94111 PC GENERAL OPERATING SUPPORT 1000 ASIAN COUNSELING AND REFERRAL SERVICE (ACRS) 3639 MARTIN LUTHER KING JR WAY SOUTH SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 1500 ATNI TRIBES 5904 NE SANDY BLVD PORTLAND OR 97213 PC GENERAL OPERATING SUPPORT 1500 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 12000 CAMP FIRE CENTRAL PUGET SOUND 2414 SW ANDOVER STREET SUITE D-105 SEATTLE WA 98106 PC CAMP SEALTH OUTDOOR EDUCATION PROGRAM 20000 CAMP SOLOMON SCHECHTER 117 E LOUISA ST 110 SEATTLE WA 98102 PC GENERAL OPERATING SUPPORT 7500 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 3000 CHELSEA MCELROY 5707 S GOVE ST TACOMA WA 98409 NONE I CLASS 9 FELLOWSHIP - CHELSEA MCELROY 5500 CHILDREN'S HOME SOCIETY OF WASHINGTON 12360 LAKE CITY WAY NE SUITE 450 SEATTLE WA 98125 PC GENERAL OPERATING SUPPORT 5000 CHINESE FOR AFFIRMATIVE ACTION (CAA) 17 WALTER U LUM PLACE SAN FRANCISCO CA 94108 PC GENERAL OPERATING SUPPORT 1000 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. -73624 COLLEGE SUCCESS FOUNDATION 3223 N 13TH STREET TACOMA WA 98406 PC COLLEGE SUCCESS FOUNDATION - TACOMA - COLLEGE SELECTION PLANNING 25000 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 1000 COMMUNITIES IN SCHOOLS OF PENINSULA PO BOX 684 VAUGHN WA 98394 PC LAZARUS FUND 50000 COMMUNITIES IN SCHOOLS OF PENINSULA PO BOX 684 VAUGHN WA 98394 PC GENERAL OPERATING SUPPORT 5000 COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY PO BOX 206 NORDLAND WA 98358 PC GENERAL OPERATING BUDGET 25000 COMMUNITY FOUNDATION OF SOUTH PUGET SOUND 212 UNION AVE SE SUITE 102 OLYMPIA WA 98501 PC SUPPORT FOR FOOD BANKS 60000 CONFLUENCE PHILANTHROPY 215 LEXINGTON AVE 10TH FLOOR NEW YORK NY 10016 PC GENERAL OPERATING SUPPORT 5000 CONFLUENCE PHILANTHROPY 215 LEXINGTON AVE 10TH FLOOR NEW YORK NY 10016 PC GENERAL OPERATING SUPPORT 40000 COPPER CANYON PRESS PO BOX 271 PORT TOWNSEND WA 98368 PC GENERAL OPERATING SUPPORT 6000 COVENANT YOUTH OF ALASKA PO BOX 203356 ANCHORAGE AK 99654 PC CHRIS LOCKWOOD SCHOLARSHIP FUND 5000 COVENANT YOUTH OF ALASKA PO BOX 203356 ANCHORAGE AK 99654 PC ALASKAN LEADER FUND 5000 DANIEL AKAMINE 3414 E ROOSEVELT AVENUE TACOMA WA 98404 NONE I CLASS 9 FELLOWSHIP - DANIEL AKAMINE 5500 DBT - LINEHAN BOARD OF CERTIFICATION C/O ACCMAN INC 4010 STONE WAY N STE 400 SEATTLE WA 98103 PC GENERAL OPERATING SUPPORT 5000 DEEP GREEN WILDERNESS FISCALLY SPONSORED BY OCEAN FOUNDATION 2400 NW 80TH ST PMB 127 SEATTLE WA 98117 PC GENERAL OPERATING SUPPORT 20000 DEGREES OF CHANGE PO BOX 1573 TACOMA WA 98401 PC GENERAL OPERATING SUPPORT 30000 ECOCHALLENGEORG PO BOX 14911 PORTLAND OR 98293 PC GENERAL OPERATING SUPPORT 20000 EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY 3318 92ND STREET SOUTH LAKEWOOD WA 98499 PC GENERAL OPERATING SUPPORT 50000 EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY 3318 92ND STREET SOUTH LAKEWOOD WA 98499 PC GENERAL OPERATING SUPPORT 5000 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 25000 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 17500 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 4000 FOODSHED CAPITAL 101 DEVON ROAD CHARLOTTESVILLE VA 22903 PC GENERAL OPERATING SUPPORT 1000 FORGOTTEN CHILDREN'S FUND PO BOX 9936 SEATTLE WA 98109 PC GENERAL OPERATING SUPPORT 25000 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 PC SCIENCE ON THE SEA 80000 FOUNDATION FOR TACOMA STUDENTS 919 SOUTH 9TH STREET TACOMA WA 98405 PC TACOMA COMPLETES 30000 FOUNDATION FOR TACOMA STUDENTS 919 SOUTH 9TH STREET TACOMA WA 98405 PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF NORTH CREEK FOREST P O BOX 2053 BOTHELL WA 980412053 PC GENERAL OPERATING SUPPORT 25000 GARDEN RAISED BOUNTY (GRUB) 2016 ELLIOTT AVE NW OLYMPIA WA 98502 PC GENERAL OPERATING SUPPORT - LEARNING GRANT 1500 GARDEN RAISED BOUNTY (GRUB) 2016 ELLIOTT AVE NW OLYMPIA WA 98502 PC ENVIRONMENTAL EDUCATION GRANT FOR GRUB YOUTH 20000 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 25000 GOODWILL OF THE OLYMPICS AND RAINIER REGION 714 S 27TH ST TACOMA WA 98409 PC COLLABORATION FOR A CAUSE - PIERCE COUNTY COMMUNITY ENGAGEMENT TASKFORCE 5000 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 GIG HARBOR LAND CONSERVATION FUND 20000 GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 PC GENERAL OPERATING SUPPORT 5000 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 50000 HILLTOP ARTISTS IN RESIDENCE PO BOX 6829 TACOMA WA 98403 PC GENERAL OPERATING SUPPORT 5000 HORACIO PEREZ-MORALES 1709 EAST 62ND STREET TACOMA WA 98404 NONE I CLASS 9 FELLOWSHIP - HORACIO PEREZ-MORALES 5500 IMARI ROMEO 7604 46TH STREET W APT 4 UNIVERSITY PLACE WA 98466 NONE I CLASS 9 FELLOWSHIP - IMARI ROMEO 5500 ISLANDWOOD 4450 BLAKELY AVE NE BAINBRIDGE ISLAND WA 98110 PC GENERAL OPERATING SUPPORT FOR YOUTH ENVIRONMENTAL EDUCATION PROGRAMMING 25000 JUAN-CARLOS DESANTIAGO 902 S JUNETT ST TACOMA WA 98405 NONE I CLASS 9 FELLOWSHIP - CARLOS DESANTIAGO 5500 KIM ELLEFSON 776 SOUTH COMMERCE ST 301 TACOMA WA 98402 NONE I CLASS 9 FELLOWSHIP - KIM ELLEFSON 5500 KITSAP CONSERVATION DISTRICT 10332 CENTRAL VALLEY RD POULSBO WA 98370 GOV GRACE PROJECT 15000 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 NONE I CLASS 9 FELLOWSHIP - KRISTI MARTINEZ 5500 KRISTIN POOL 4302 304TH ST E GRAHAM WA 98338 NONE I CLASS 9 FELLOWSHIP - KRISTIN POOL 5500 LAKECIA FARMER 709 E 35TH ST TACOMA WA 98404 NONE I CLASS 9 FELLOWSHIP - LAKECIA FARMER 5500 L'ARCHE TAHOMA HOPE 12303 36TH AVENUE EAST TACOMA WA 98446 PC GENERAL OPERATING SUPPORT 5000 LIGHTHOUSE STOREHOUSE FOOD CENTER 6202 20TH ST E FIFE WA 98424 PC GENERAL OPERATING SUPPORT 10000 LINDQUIST DENTAL CLINIC FOR CHILDREN 130-131ST STREET S TACOMA WA 98444 PC GENERAL OPERATING SUPPORT 17500 LORRAINE STONE 513 110TH ST CT E APT M205 PARKLAND WA 98445 NONE I CLASS 9 FELLOWSHIP - LORRAINE STONE 5500 MAD AGRICULTURE 728 PEARL STREET BOULDER CO 80302 PC GENERAL OPERATING SUPPORT 1000 MULTICARE BEHAVIORAL HEALTH FOUNDATION PO BOX 5296 TACOMA WA 984150296 PC GREATER LAKES MENTAL HEALTH 5000 MULTICARE HEALTH FOUNDATION PO BOX 5296 TACOMA WA 984150296 PC FESTIVAL OF TREES 2022 5000 MUSEUM OF GLASS 1801 DOCK ST TACOMA WA 984023217 PC HOT SHOP HEROES 50000 NONPROFIT FINANCE FUND 5 HANOVER SQUARE 9TH FLOOR NEW YORK NY 10004 PC GENERAL OPERATING SUPPORT 1000 NORTHWEST AGRICULTURE BUSINESS CENTER 419 SOUTH FIRST STREET MOUNT VERNON WA 98273 PC GENERAL OPERATING SUPPORT 5000 NORTHWEST AGRICULTURE BUSINESS CENTER 419 SOUTH FIRST STREET MOUNT VERNON WA 98273 PC PUGET SOUND FOOD HUB - GENERAL OPERATING SUPPORT 5000 NORTHWEST NATURAL RESOURCE GROUP 2701 1ST AVE SUITE 240 SEATTLE WA 98121 PC FOREST LEARNING AT CAMP WASKOWITZ 12500 NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION 1155 N STATE ST SUITE 400 BELLINGHAM WA 98225 PC GENERAL OPERATING SUPPORT 30000 NORTHWEST YOUTH CORPS 2621 AUGUSTA STREET EUGENE OR 97403 PC SOUND TO SUMMIT EXPANSION 20500 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC GENERAL OPERATING SUPPORT 30000 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC KEY PENINSULA FOOD BANK 25000 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC GENERAL OPERATING SUPPORT 5000 NW FURNITURE BANK 117 PUYALLUP AVE TACOMA WA 98421 PC GENERAL OPERATING SUPPORT 20000 ORCAS ISLAND PTSA PO BOX 572 EASTSOUND WA 98245 PC GENERAL OPERATING SUPPORT 1000 PACIFIC EDUCATION INSTITUTE MARKET PLACE OFFICE BLD 724 COLUMBIA ST NW STE 255 OLYMPIA WA 98501 PC PUGET SOUND YOUTH ENGAGING IN SUSTAINABLE SYSTEMS (YESS)! 33120 PAICINES RANCH LEARNING CENTER PO BOX 8 PAICINES CA 950430008 PC GENERAL OPERATING SUPPORT 5000 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 10000 PORT OF SKAGIT 15400 AIRPORT DRIVE BURLINGTON WA 98233 NC SPONSORSHIP OF THE SKAGIT AG SUMMIT 5000 PORT TOWNSEND MARINE SCIENCE CENTER 532 BATTERY WAY PORT TOWNSEND WA 98368 PC GROWING OCEAN STEWARDS 25000 PROVIDENCE REGINA HOUSE 8201 10TH AVE S STE 6 SEATTLE WA 98108 PC GENERAL OPERATING SUPPORT 5000 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. -73624 PUGET SOUNDKEEPER ALLIANCE 130 NICKERSON STREET SUITE 107 SEATTLE WA 98109 PC THE PUGET SOUND LEADERSHIP, CLEAN WATER REGULATION AND ENFORCEMENT PROJECT 50000 PUGET SOUNDKEEPER ALLIANCE 130 NICKERSON STREET SUITE 107 SEATTLE WA 98109 PC LOST URBAN CREEKS PROJECT 25000 R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION PO BOX 7119 TACOMA WA 98417 PC GENERAL OPERATING 25000 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 50000 ROCKY MOUNTAIN LAND LIBRARY 2550 W 39TH AVENUE DENVER CO 80211 PC GENERAL OPERATING SUPPORT 8000 SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE) 3236 SW AVALON WAY APT 305 SEATTLE WA 98122 PC BIPOC YOUTH ENVIRONMENTAL EDUCATION 20000 SEATTLE PARKS FOUNDATION PO BOX 3541 SEATTLE WA 981243541 PC EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT 3000 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 5000 SHADOW LAKE NATURE PRESERVE PO BOX 58963 RENTON WA 98058 PC WILDERNESS ADVENTURE PROGRAMMING 3000 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 12230 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 1000 STANLEY ANN DUNHAM SCHOLARSHIP FUND 7683 SE 27TH ST 102 MERCER ISLAND WA 98040 PC GENERAL OPERATING SUPPORT 1000 STEWARDSHIP PARTNERS 80 YESLER WAY SUITE 315 SEATTLE WA 981042562 PC GENERAL OPERATING SUPPORT 75000 SUMMER SEARCH 635 ANDOVER PARK WEST BUILDING 8 SUITE 200 TUKWILA WA 98188 PC OUTDOOR SUMMER PROGRAM SUPPORT 30000 SUN VALLEY WRITERS' CONFERENCE PO BOX 957 KETCHUM ID 83340 PC GENERAL OPERATING SUPPORT 15000 TACOMA COMMUNITY BOAT BUILDERS 1120 EAST D STREET TACOMA WA 98421 PC GENERAL OPERATING SUPPORT 15000 TACOMA REFUGEE CHOIR PO BOX 2321 TACOMA WA 98401 PC 2022 DISCRETIONARY GRANT 5000 THE COFFEE OASIS 837 4TH STREET BREMERTON WA 98337 PC GENERAL OPERATING SUPPORT FOR PIERCE COUNTY WORK 25000 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 30000 THE TRACKING PROJECT INC PO BOX 266 CORRALES NM 87048 PC GENERAL OPERATING SUPPORT 5000 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 25000 THIERRY RUBONEKA 902 FAWCETT AVENUE 32 TACOMA WA 98402 NONE I CLASS 9 FELLOWSHIP - THIERRY RUBONEKA 5500 THURSTON COUNTY FOOD BANK 220 THURSTON AVE NE OLYMPIA WA 985011138 PC GENERAL OPERATING SUPPORT 30000 TILTH ALLIANCE 4649 SUNNYSIDE AVE N STE 100 SEATTLE WA 98103 PC GENERAL OPERATING SUPPORT 1500 TOBY JOSEPH SR 2304 S 16TH STREET TACOMA WA 98405 NONE I CLASS 9 FELLOWSHIP - TOBY JOSEPH SR. 5500 TREEHOUSE 2100 24TH AVENUE SOUTH 200 SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT FOR TREEHOUSE STORE 5000 TROUT UNLIMITED 1777 N KENT STREET SUITE 100 ARLINGTON VA 22209 PC TROUT UNLIMITED'S LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM 22200 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 5000 UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE) 9010 453RD ST EAST EATONVILLE WA 98328 PC GENERAL OPERATING SUPPORT 30000 UNIVERSITY OF WASHINGTON FOUNDATION (UW BOTANIC GARDENS) 2300 ARBORETUM DRIVE E SEATTLE WA 98112 PC INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP 20000 VASHON NATURE CENTER 23509 LANDERS RD SW VASHON WA 98070 PC GENERAL OPERATING SUPPORT 22500 VIVA FARMS 16470 STATE ROUTE 20 MOUNT VERNON WA 98273 PC GENERAL OPERATING SUPPORT 10000 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 5000 WASHINGTON ENVIRONMENTAL COUNCIL 1402 3RD AVE SUITE 1400 SEATTLE WA 98101 PC PUGET SOUND PROTECTION AND RESTORATION 75000 WASHINGTON FARMLAND TRUST PO BOX 2206 SEATTLE WA 98111 PC GENERAL OPERATING SUPPORT 3500 WASHINGTON OUTDOOR SCHOOL CONSORTIUM 1021 8TH AVE SE OLYMPIA WA 98501 PC WASHINGTON OUTDOOR SCHOOLS CONSORTIUM- COALITION BUILDING, CURRICULAR FRAMEWORKS AND EDUCATOR DEVELOPMENT 24000 WASHINGTON STATE UNIVERSITY FOUNDATION - BREADLAB 11768 WESTAR LANE UNIT E BOX 5 BURLINGTON WA 98233 PC GENERAL OPERATING SUPPORT 5000 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 25000 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. 25000 WESTERN WASHINGTON UNIVERSITY FOUNDATION WWU 516 HIGH STREET MS 9034 BELLINGHAM WA 98225 PC SEA DISCOVERY CENTER: PREPARING KITSAP COUNTY ENVIRONMENTAL STEWARDS 25000 WILD SOCIETY PO BOX 816 KINGSTON WA 98346 PC 2022 GENERAL OPERATING SUPPORT 25000 WORKING AMERICA EDUCATION FUND 815 16TH STREET NW WASHINGTON DC 20006 PC GENERAL OPERATING SUPPORT 1000 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 25000 YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP 909 4TH AVE SEATTLE WA 98104 PC YMCA EARTH SERVICE CORPS (YESC) 40000 YMCA OF PIERCE AND KITSAP COUNTIES 4717 S 19TH ST STE 201 TACOMA WA 98405 PC OUTDOOR ENVIRONMENTAL EDUCATION 25000 YMCA OF PIERCE AND KITSAP COUNTIES 4717 S 19TH ST STE 201 TACOMA WA 98405 PC CAMP SEYMOUR FOREST MANAGEMENT 7500 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 136 SEATTLE WA 98122 PC GENERAL OPERATING SUPPORT 1500 YVETTE DONDE 17 ST HELENS AVE APT 204 TACOMA WA 98402 NONE I CLASS 9 FELLOWSHIP - YVETTE DONDE 5500 2073025 ACHIYA CLEMONS 5309 S ORCHARD ST APT 44 TACOMA WA 98467 NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 8500 AS YOU SOW PO BOX 751 BERKELEY CA 94701 PC GENERAL OPERATING SUPPORT 20000 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 8500 COMMUNITIES IN SCHOOLS OF PENINSULA PO BOX 684 VAUGHN WA 98394 PC LAZARUS FUND 100000 CONFLUENCE PHILANTHROPY 215 LEXINGTON AVE 10TH FLOOR NEW YORK NY 10016 PC GENERAL OPERATING SUPPORT 40000 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 8500 DAVIDA SHARPE-HAYGOOD 1516 12TH ST SW PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 8500 GIG HARBOR PENINSULA FISH PO BOX 154 GIG HARBOR WA 98335 PC GENERAL OPERATING SUPPORT 50000 JAKE NAU 1214 HUSON DR TACOMA WA 98405 NONE I JFP CLASS 10 FELLOW - JAKE NAU 8500 JAQUETTE EASTERLIN 4517 S JUNETT ST B TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 8500 KELSEY LONGRIE 2270 MADRONA DR SE PORT ORCHARD WA 98366 NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 8500 KEY PENINSULA CIVIC CENTER ASSOCIATION PO BOX 82 VAUGHN WA 98394 PC KEY PENINSULA NEWS 1500 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 8500 MAIRA MARISCAL 1017 S PEARL ST 17A TACOMA WA 98465 NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 8500 MARY CURRY 5707 SOUTH GOVE STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - MARY CURRY 8500 MELO HOGAN 5801 E K ST TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - MELO HOGAN 8500 OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION) 2215 PACIFIC AVE TACOMA WA 98402 PC GENERAL OPERATING SUPPORT 1500 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 8500 TOBY JOSEPH JR 1017 N MERIDIAN K10 PUYALLUP WA 98371 NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH JR. 8500 TRAVIS POPE 4019 E E STREET TACOMA WA 98404 NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 8500 VENALIN AGUILAR 6610 SOUTH ALDER STREET TACOMA WA 98409 NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 8500 345784 14 42083 14 488841 12686 18 -2636984 INCOME/LOSS FROM NON K-1 INVESTMENTS 18 79401 MISCELLANEOUS INCOME 1000 INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS 18 835464 LITIGATION SETTLEMENT 14 205 DEFERRED TAX BENEFIT 01 173000 0 -1017990 13686 -1004304 4 MUNICIPAL BOND INTEREST 11B REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 89599 9000 76646 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. 41118618 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. 41118618 OXBOW FARM & CONSERVATION CENTER 10819 CARNATION-DUVALL ROAD NE CARNATION WA 98014 2021-03-19 30000 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. 30000 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 5000 SPONSORSHIP OF THE SKAGIT AG SUMMIT 0 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/22 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. INVESCO GROUP MANAGED BY FIDELITY 7703699 7703699 APERIO GROUP MANAGED BY FIDELITY 8902019 8902019 0 0 431684 431684 ACM FUND II, LLC FMV 566524 566524 ACM PERMANENT CROPS, LLC FMV 1753110 1753110 AKO GLOBAL FMV 2323258 2323258 ALVARIUM TIEDEMANN FMV 999992 999992 CARBON DIRECT FUND FMV 136335 136335 ECOTRUST FORESTS II , LLC FMV 1241096 1241096 ECOTRUST FORESTS III, LLC FMV 803381 803381 FCV-Q LP FMV 549317 549317 FORTERRA STRONG COMMUNITIES FUND FMV 197490 197490 FOUNDERS' CO-OP IV LP FMV 1616961 1616961 FUNDSMITH SUSTAINABLE EQUITY FUND FMV 3684783 3684783 GENERATION IM FMV 13819300 13819300 GLOBAL IMPACT ACCESS PARTNERSHIP II, LP FMV 1727137 1727137 GLOBAL IMPACT ACCESS PARTNERSHIP, LP FMV 7896806 7896806 GREENBACKER RENEWABLE ENERGY FMV 50000 50000 HARLEM CAPITAL PARTNERS VENTURE FUND II, LP FMV 202350 202350 MARCHO PARTNERS FEEDER FUND FMV 484396 484396 ORGANICALLY GROWN COMPANY FMV 500000 500000 OWNERSHIP CAPITAL GLOBAL EQUITY FUND FMV 4129607 4129607 PMF INTEGRO FUND I FMV 474557 474557 PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP FMV 105409 105409 PORTFOLIO ADVISORS PRIVATE EQUITY VII FMV 1480013 1480013 PORTFOLIO ADVISORS SECONDARY FUND FMV 125611 125611 ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP FMV 2139462 2139462 SOSV III LP FMV 2711464 2711464 SOSV IV LP FMV 2934212 2934212 SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP FMV 103324 103324 STEPSTONE VC OPPORTUNITIES FUND IV FMV 1321443 1321443 THE LYME FOREST FUND IV TE, LP FMV 567645 567645 WASTEWATER OPPORTUNITY FUND, LLC FMV 360413 360413 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 LEGAL FEES 10299 0 10839 ACCRUED INCOME RECEIVABLE 127064 166100 166100 UNREALIZED GAIN/LOSS ON SECURITIES 11342799 DUES 40922 0 40922 EVENTS 104726 0 104726 HONORARIUMS 31600 0 31600 INSURANCE 20792 0 20792 MISCELLANEOUS 90645 0 88160 OFFICE SUPPLIES 2986 0 2986 POSTAGE 703 0 703 SERVICE CHARGES 10271 0 10271 STAFF RECOGNITION 11800 0 11800 INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 277215 451035 0 INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 56611 56611 0 INFORMATION TECHNOLOGY 35378 0 35378 INCOME/LOSS FROM NON K-1 INVESTMENTS 79401 79401 79401 MISCELLANEOUS INCOME 1000 1000 INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS 835464 -23163 0 LITIGATION SETTLEMENT 205 205 205 DEFERRED TAX BENEFIT 173000 173000 DEFERRED EXCISE TAX 374000 201000 PAYABLE SEPARATION 9186070 0 CONTRACT LABOR 95826 0 88228 GRANT CONSULTING 351759 0 351759 INVESTMENT MANAGEMENT FEES 299102 299102 0 PAYROLL SERVICE FEES 13063 0 13063 FEDERAL EXCISE TAX 100000 0 0 FOREIGN TAXES 9 5444 0 PERSONAL PROPERTY TAX 1511 0 1511 STATE TAXES 500 0 0