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LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202233009349101518
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-27T17:30:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916339917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone2065014510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE STE 1700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE BRIGGSPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone2065014510PhoneNum
Signature2022-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATIEPersonFirstNm
Person LastBRIGGSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2022-10-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$47,944,694FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$139,821ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,566InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,566InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$534,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$641,453DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,484,698NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,452,348GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,507,621CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,955OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$34,627OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$14,955OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,182,005TotalRevAndExpnssAmt
Total Net Invst Incm$3,191,267TotalNetInvstIncmAmt
Total Adj Net Incm$14,955TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$155,925CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$31,185CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$124,740CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$131,905OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$133,500OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$59,710PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,982PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$53,443PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,600LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,600LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,465AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,293AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$16,172AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$171,850OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$141,909OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$30,149OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44,937TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,724TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$213TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,045DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$9,767OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$9,767OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25,652TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,339TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$17,433TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,609OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,285OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$31,560OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$669,465TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$212,717TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$423,577TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,729,990ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,649,990ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,399,455TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$212,717TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,073,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$782,550ExcessRevenueOverExpensesAmt
Net Investment Income$2,978,550NetInvestmentIncomeAmt
Adjusted Net Income$14,955AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67,883CashBOYAmt
Cash EOY$159,975CashEOYAmt
Cash EOYFMV$159,975CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,163,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,623,276SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,623,276SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$3,500AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$1,500,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,500,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,500,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,500,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$4,269PrepaidExpensesBOYAmt
Corporate Stock BOY$32,588,747CorporateStockBOYAmt
Corporate Stock EOY$33,524,190CorporateStockEOYAmt
Corporate Stock EOYFMV$33,524,190CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,602,165CorporateBondsBOYAmt
Corporate Bonds EOY$6,363,313CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,363,313CorporateBondsEOYFMVAmt
Other Investments BOY$2,960,718OtherInvestmentsBOYAmt
Other Investments EOY$3,673,940OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,673,940OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,300LandBldgEquipAccumDeprecAmt
Land BOY$3,045LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$950,000OtherAssetsBOYAmt
Other Assets EOY$1,100,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,100,000OtherAssetsEOYFMVAmt
Total Assets BOY$44,843,526TotalAssetsBOYAmt
Total Assets EOY$47,944,694TotalAssetsEOYAmt
Total Assets EOYFMV$47,944,694TotalAssetsEOYFMVAmt
Accounts Payable BOY$21,754AccountsPayableBOYAmt
Accounts Payable EOY$26,116AccountsPayableEOYAmt
Grants Payable EOY$80,000GrantsPayableEOYAmt
Total Liabilities BOY$21,754TotalLiabilitiesBOYAmt
Total Liabilities EOY$106,116TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$44,821,772NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$47,838,578NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$44,821,772TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,838,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,843,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,944,694TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,821,772TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$782,550ExcessRevenueOverExpensesAmt
Other Increases$2,234,256OtherIncreasesAmt
Subtotal$47,838,578SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$47,838,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-01-012021-12-31$12,566,579$10,967,650$1,598,929$1,598,929
CAPITAL GAIN DISTRIBUTIONP2020-01-012021-12-31$885,769$885,769$885,769
GAINS REPORTED ON PASS THROUGH INVESTMENTSP2020-01-012021-12-31$22,923$22,923$22,923
FieldValueIRS element (for citing)
Capital Gain Net Income$2,507,621CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,402InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41,402SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41,402TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,339EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,339TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$937OverpaymentAmt
Applied To ES Tax$937AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LAIRDNORTON.ORGWebsiteAddressTxt
Individual With BooksKATIE BRIGGSIndividualWithBooksNm
Phone2065014510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE STE 1700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041520ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATIE BRIGGS
801 2ND AVE STE 1700SEATTLEWA981041520MANAGING DIRECTOR40.00$155,925$20,460$0
GRAHAM BROWN
801 2ND AVE STE 1700SEATTLEWA981041520CHAIR/DIRECTOR2.00$0$0$0
DAVID KANE
801 2ND AVE STE 1700SEATTLEWA981041520CHAIR/DIRECTOR2.00$0$0$0
NORAH HEINTZ
801 2ND AVE STE 1700SEATTLEWA981041520VICE CHAIR1.00$0$0$0
MARYALICE PARKS
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR/VICE CHAIR1.00$0$0$0
ANDREAS UELAND
801 2ND AVE STE 1700SEATTLEWA981041520SECRETARY1.00$0$0$0
ADAM KUHLMANN
801 2ND AVE STE 1700SEATTLEWA981041520TREASURER1.00$0$0$0
KRIKOR JANSEZIAN
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
ALLISON PARKS
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
CHRIS TAYLOR
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
LINDSAY HALL
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
EMILY GARDNER
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0
BEATRIX EVANS
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0
ANDREW SMYTH
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CADENCE MILLER
801 2ND AVE STE 1700SEATTLEWA981041520PROGRAM OFFICER30.00$72,500$5,192$0
KARYN MCKELVEY
801 2ND AVE STE 1700SEATTLEWA981041520PROGRAM ASSISTANT30.00$61,000$9,610$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON WEALTH MANAGEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE SUITE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$138,582CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1VERTUELAB CLIMATE IMPACT FUND I, LLC - DEBT PRI TO CHANNEL CATALYTIC CAPITAL TO TECHNOLOGY VENTURES WHOSE PRODUCTS WILL HAVE IMPACT ON REVERSING CLIMATE CHANGE.Description1Txt
Expenses1$50,000Expenses1Amt
Description2RSF SOCIAL INVESTMENT FUND INC. - DEBT PRI IN SUPPORT OF RSF SOCIAL FINANCE'S SOCIAL ENTERPRISE LENDING.Description2Txt
Expenses2$100,000Expenses2Amt
Total$150,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,970,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,187,115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,060,989FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$46,218,798TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$46,218,798AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$693,282CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,525,516NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,276,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,276,276MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,402TaxBasedOnInvestmentIncomeAmt
Income Tax$1,512IncomeTaxAmt
Total Tax$42,914TotalTaxAmt
Distributable Before Adj$2,233,362DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,233,362DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,233,362DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,073,567ExpensesAndContributionsAmt
Program Related Invst Total$150,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,223,567QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,233,362DistributableAsAdjustedAmt
Undistributed Income PY$451,964UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,223,567QualifyingDistributionsAmt
Applied To Year1$451,964AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,771,603AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$461,759UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE SUITE 700CHICAGOIL60601PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
AMERICAN CONSERVATORY THEATER
415 GEARY STREETSAN FRANCISCOCA94102PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA98106PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$35,000
ARTS FOR THE SCHOOLS
10833 DONNER PASS ROAD SUITE 201TRUCKEECA96161PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$40,000
ARTS IMPACT
4052 SW COLLEGE STSEATTLEWA98116PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$40,000
AS YOU SOW
2020 MILVIA STREET SUITE 500BERKELEYCA94704PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$30,000
ATLANTIC STREET CENTER
2103 SOUTH ATLANTIC STREETSEATTLEWA98144PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
BAINBRIDGE ARTISANS RESOURCE NETWORK (BARN)
8890 THREE TREE LANE NEBAINBRIDGE ISLANDWA98110PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
BREAKTHROUGH CENTRAL TEXAS
1050 EAST 11TH STREET SUITE 350AUSTINTX78702PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
BREAKTHROUGH CENTRAL TEXAS
1050 EAST 11TH STREET SUITE 350AUSTINTX78702PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$4,500
CARBON CYCLE INSTITUTE
245 KENTUCKY STREET SUITE B1PETALUMACA94952PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
CARBON CYCLE INSTITUTE
245 KENTUCKY STREET SUITE B1PETALUMACA94952PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$30,000
CENTER FOR DIVERSITY & THE ENVIRONMENT
5431 NE 20TH AVEPORTLANDOR97211PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
CENTER FOR DIVERSITY & THE ENVIRONMENT
5431 NE 20TH AVEPORTLANDOR97211PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$15,000
CENTER FOR DIVERSITY & THE ENVIRONMENT
5431 NE 20TH AVEPORTLANDOR97211PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$15,000
CENTER FOR SUSTAINABLE INFRASTRUCTURE
120 STATE AVE NE SUITE 200OLYMPIAWA98501PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
CENTER ON RACE POVERTY & THE ENVIRONMENT
5901 CHRISTIE AVENUE SUITE 208EMERYVILLECA94608PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
CHEYENNE TRADITIONAL SCHOOL PTO
13636 N 100TH STSCOTTSDALEAZ852609050PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
CHICAGO ARTS PARTNERSHIPS IN EDUCATION
226 SOUTH WABASH AVE SUITE 600CHICAGOIL60604PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$35,000
CHOOSE 180
1416 SW 151ST STBURIENWA98166PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
CITY FOREST CREDITS
999 THIRD AVE 4600SEATTLEWA98104PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
CLIMATE JUSTICE INITIATIVE
1514 BELLEVUE AVE APT 611SEATTLEWA98122PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
CLIMATE SOLUTIONS
1402 3RD AVE STE 1305SEATTLEWA98101PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$600
COMMUNITY CENTRIC FUNDRAISING (FISCAL SPONSOR SEATTLE PARKS FOUNDATION)
1501 E MADISON STREET SUITE 510SEATTLEWA98122PC: 509(A)(1) OR (2)SUPPORT FOR COMMUNITY CENTRIC FUNDRAISING$2,500
CONEJO VALLEY CHURCH OF CHRIST
31225 LA BAYA DR SUITE 214WESTLAKE VILLAGECA91362PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$3,090
CONFLUENCE PHILANTHROPY
54 WEST 40TH STREET SUITE 1129NEW YORKNY10018PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,000
CREATIVE JUSTICE (FISCAL SPONSOR RVC)
153 14TH AVENUESEATTLEWA98122PC: 509(A)(1) OR (2)SUPPORT FOR CREATIVE JUSTICE'S PROGRAMS$12,500
EARTHCORPS
6310 NE 74TH STREET SUITE 201ESEATTLEWA98115PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
EARTHCORPS
6310 NE 74TH STREET SUITE 201ESEATTLEWA98115PC: 509(A)(1) OR (2)SUPPORT FOR EARTHCORPS' BLUE CARBON WORK$30,000
EARTHHEART FOUNDATION
PO BOX 146337CHICAGOIL60614PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
EARTHHEART FOUNDATION
PO BOX 146337CHICAGOIL60614PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
ECOTRUST
721 NW NINTH AVE SUITE 200PORTLANDOR97209PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
EXPLORING THE ARTS
34-12 36TH STREET SUITE 2-100ASTORIANY11106PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$35,000
FAMILY LAW CASA OF KING COUNTY
810 3RD AVE SUITE 700SEATTLEWA98104PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$500
FORTERRA
PO BOX 4189SEATTLEWA98194PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
FOSS WATERWAY SEAPORT
705 DOCK STREETTACOMAWA98402PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEWPORTLANDOR97239PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEWPORTLANDOR97239PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
FRIENDS OF GREAT SALT LAKE
PO BOX 2655SALT LAKE CITYUT841102655PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
FRIENDS OF OAKLAND ANIMAL SERVICES
PO BOX 3132OAKLANDCA94609PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
FRIENDS OF THURGOOD MARSHALL ELEMENTARY
2401 S IRVING STREETSEATTLEWA98144PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$750
FRONT AND CENTERED
1501 E MADISON STREET STE 250SEATTLEWA98122PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
GLOBAL PROJECTS FOR PEACE
PO BOX 337500 N 3RD ST STE 105FAIRFIELDIA52556PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
GROUNDSWELL FUND
548 MARKET STREET 49734SAN FRANCISCOCA94104PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$1,150
HONOR THE EARTH
PO BOX 63CALLAWAYMN56521PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$15,000
IMPACT 100 SEATTLE
140 LAKESIDE AVE STE A 157SEATTLEWA98122PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
INGENUITY INC - CHICAGO
440 N WELLS ST SUITE 505CHICAGOIL60654PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
INGENUITY INC - CHICAGO
440 N WELLS ST SUITE 505CHICAGOIL60654PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$12,500
JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566PC: 509(A)(1) OR (2)SUPPORT FOR THE KENNEDY CENTER'S CHANGING EDUCATION THROUGH THE ARTS (CETA) PROGRAMMING$15,000
KENT YOUTH AND FAMILY SERVICES
232 SECOND AVE S STE 201KENTWA98032PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
KING COUNTY DEPARTMENT OF COMMUNITY AND HUMAN SERVICES
401 5TH AVE SUITE 500SEATTLEWA98104PC: 509(A)(1) OR (2)SUPPORT FOR THE KING COUNTY DEPARTMENT OF COMMUNITY AND HUMAN SERVICES' YOUTH HOMELESS DEMONSTRATION PROGRAMMING$50,000
KINNICKINNIC RIVER LAND TRUST
PO BOX 87RIVER FALLSWI54022PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
KINNICKINNIC RIVER LAND TRUST
PO BOX 87RIVER FALLSWI54022PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$50,000
LAKE WYLIE & CLOVER MAYDAY PROJECT
4100 CHARLOTTE HWYLAKE WYLIESC29710PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$525
LEGAL COUNSEL FOR YOUTH AND CHILDREN
PO BOX 28629SEATTLEWA98118PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
LEGAL COUNSEL FOR YOUTH AND CHILDREN
PO BOX 28629SEATTLEWA98118PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
LEGAL COUNSEL FOR YOUTH AND CHILDREN
PO BOX 28629SEATTLEWA98118PC: 509(A)(1) OR (2)TO SUPPORT LCYC'S EVICTION PREVENTION PROGRAM$10,000
LONG LIVE THE KINGS
1326 FIFTH AVE SUITE 450SEATTLEWA98101PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$35,000
MERCER ISLAND VISUAL ARTS LEAGUE (MIVAL)
PO BOX 134MERCER ISLANDWA980400134PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$100
MINDFULARTS (FISCAL SPONSOR SAN FRANCISCO EDUCATION FUND)
2730 BRYANT STREETSAN FRANCISCOCA94110PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
MINDFULARTS (FISCAL SPONSOR SAN FRANCISCO EDUCATION FUND)
2730 BRYANT STREETSAN FRANCISCOCA94110PC: 509(A)(1) OR (2)SUPPORT FOR MINDFULARTS PROGRAMS$12,500
MINNESOTA LAND TRUST
2356 UNIVERSITY AVE W SUITE 240SAINT PAULMN55114PC: 509(A)(1) OR (2)TO SUPPORT LAND PROTECTION, ECOLOGICAL RESTORATION, AND COMMUNITY ENGAGEMENT IN THE SE BLUFFLANDS REGION OF MINNESOTA$30,000
MOUNTAINS TO SOUND GREENWAY TRUST
2701 1ST AVE SUITE 240SEATTLEWA98121PC: 509(A)(1) OR (2)RESTORATION ACTIVITIES ON TWO ACRES OF RIPARIAN HABITAT AT TWO KING COUNTY-OWNED PARCELS ALONG BEAR CREEK.$25,000
MULTICULTURAL CHILD AND FAMILY HOPE CENTER
2021 S 19TH STTACOMAWA984052920PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW STE 550WASHINGTONDC20006PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
NAVOS
2600 SW HOLDEN STREETSEATTLEWA98126PC: 509(A)(1) OR (2)SUPPORT FOR NAVOS' INDEPENDENCE BRIDGE PROGRAM$20,000
NEW HORIZONS MINISTRIES
2709 3RD AVESEATTLEWA98121PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
NEXUS YOUTH AND FAMILIES (A PROGRAM OF YMCA OF GREATER SEATTLE)
1000 AUBURN WAY SOUTHAUBURNWA98104PC: 509(A)(1) OR (2)SUPPORT FOR SOCIAL IMPACT CENTER OF YMCA OF GREATER SEATTLE (FORMERLY NEXUS YOUTH AND FAMILIES)$20,000
NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA)
5824 CLOVER DRIVEOAKLANDCA94618PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
NINOS DEL SOL
177 BLEEKER STREET APARTMENT 16NEW YORKNY10012PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
NORTH COAST BALLET CALIFORNIA
110 HOWARD STREETPETALUMACA94952PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$975
OCCIDENTAL ARTS AND ECOLOGY CENTER
15290 COLEMAN VALLEY RDOCCIDENTALCA95465PC: 509(A)(1) OR (2)TO SUPPORT THE BRING BACK THE BEAVER CAMPAIGN$15,000
OCEAN FOUNDATION
1320 19TH STREET NW 5TH FLOORWASHINGTONDC20036PC: 509(A)(1) OR (2)FOR SEAGRASS GROW$2,500
ORINDA WOMAN'S CLUB
PO BOX 533ORINDACA94563PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
OUTDOOR OUTREACH
5275 MARKET STREET SUITE 21SAN DIEGOCA92114PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
OUTDOOR OUTREACH
5275 MARKET STREET SUITE 21SAN DIEGOCA92114PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,500
PACIFIC INSTITUTE
344 20TH STREETOAKLANDCA946123577PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
PASADENA SYMPHONY ASSOCIATION
150 S LOS ROBLES AVENUE SUITE 460PASADENACA91101PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE SUITE 200WASHINGTONDC20006PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,000
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROADSALEMMA01970PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROADSALEMMA01970PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,500
POTLATCH FUND
815 1ST AVENUE PO BOX 308SEATTLEWA98104PC: 509(A)(1) OR (2)TO SUPPORT POTLATCH FUND'S RESILIENCY FUND$5,000
POWERFUL VOICES
1544 S SNOQUALMIE STREETSEATTLEWA98108PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
QUEER THE LAND (FISCAL SPONSOR ALLIED MEDIA)
4126 THIRD STDETROITMI48201PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$1,000
QUIVIRA COALITION
1413 SECOND STREET SUITE 1SANTA FENM87505PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$20,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE SSEATTLEWA98118PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$750
REBUILDING TOGETHER SEATTLE
500 AURORA AVE N 305SEATTLEWA981095125PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$800
RHODE ISLAND COMMUNITY FOOD BANK
PO BOX 817PROVIDENCERI02901PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$1,000
ROGUE RIVER WATERSHED COUNCIL
89 ALDER STREETCENTRAL POINTOR97502PC: 509(A)(1) OR (2)TO SUPPORT THE BEAR CREEK RESTORATION INITIATIVE IN SOUTHERN OREGON$25,000
RVC'S SOCIAL JUSTICE LEAGUE
1225 S WELLER STREET SUITE 400SEATTLEWA98144PC: 509(A)(1) OR (2)TO SUPPORT RVC'S SOCIAL JUSTICE LEAGUE PROGRAM$5,000
RYTHER
2400 NE 95TH STREETSEATTLEWA98115PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
SAFE PASSAGE
49 FARM VIEW DRIVE SUITE 302NEW GLOUCESTERME04260PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
SAFE PASSAGE
49 FARM VIEW DRIVE SUITE 302NEW GLOUCESTERME04260PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$7,000
SAINT MARY'S COLLEGE OF CALIFORNIA
1928 ST MARYS ROAD PBM 4300MORAGACA94575PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCASANTA FENM87505PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$3,000
SAVE THE BAY
100 SAVE THE BAY DRIVEPROVIDENCERI02905PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
SAY SAN DIEGO
4775 VIEWRIDGE AVENUESAN DIEGOCA92123PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
SAY SAN DIEGO
4775 VIEWRIDGE AVENUESAN DIEGOCA92123PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
SEATTLE OFFICE OF ARTS & CULTURE (CREATIVE ADVANTAGE FISCAL SPONSOR THE SEA
PO BOX 94748SEATTLEWA981244748PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$35,000
SEATTLE WORKS
240 2ND AVE S SUITE 208SEATTLEWA98104PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
SHARED SPACES FOUNDATION HERON'S NEST (FISCAL SPONSOR ANGELS FOR ANGELS)
300 LENORA STREET 453SEATTLEWA98121PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$800
SIGHTLINE INSTITUTE
1402 THIRD AVENUE SUITE 500SEATTLEWA98101PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$40,000
SOCIAL JUSTICE FUND NORTHWEST
1904 3RD AVE STE 806SEATTLEWA98101PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$100
SON OF A SAINT
2803 ST PHILIP STREETNEW ORLEANSLA70119PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
SON OF A SAINT
2803 ST PHILIP STREETNEW ORLEANSLA70119PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$6,000
SOUTH SEATTLE EMERALD
PO BOX 28505SEATTLEWA98118PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$1,000
SOUTHEAST SEATTLE EDUCATION COALITION
3829 S EDMUNDS STREET BOX 9SEATTLEWA981181729PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
SPARK NORTHWEST
1402 3RD AVE SUITE 901SEATTLEWA98101PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
ST GEORGE'S SCHOOL
372 PURGATORY ROADMIDDLETOWNRI02842PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
ST MICHAEL'S COUNTRY DAY SCHOOL
180 RHODE ISLAND DRIVENEWPORTRI02840PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
ST MARGARET'S EPISCOPAL CHURCH
1830 CONNECTICUT AVENUEWASHINGTONDC20009PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
STUDIO PATHWAYS (FISCAL SPONSOR SOCIAL GOOD)
4200 PARK BLVD SUITE 601OAKLANDCA94602PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
STUDIO PATHWAYS (FISCAL SPONSOR SOCIAL GOOD)
4200 PARK BLVD SUITE 601OAKLANDCA94602PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$12,500
TEAMCHILD
1225 SOUTH WELLER STREET SUITE 420SEATTLEWA98144PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$15,000
TEAMCHILD
1225 SOUTH WELLER STREET SUITE 420SEATTLEWA98144PC: 509(A)(1) OR (2)TO SUPPORT TEAMCHILD'S POLICY AND ADVOCACY WORK$10,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240SEATTLEWA98144PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240SEATTLEWA98144PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$10,000
THE OTHERING AND BELONGING INSTITUTE AT UC BERKELEY FOUNDATION
460 STEPHENS HALL MC 2330BERKELEYCA94720PC: 509(A)(1) OR (2)SUPPORT FOR THE OTHERING AND BELONGING INSTITUTE AT UC BERKELEY$2,500
THE PACIFIC FOREST TRUST
1001-A OREILLY AVESAN FRANCISCOCA94129PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
THE SOLUTIONS PROJECT
4096 PIEDMONT AVE 728OAKLANDCA94611PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
THE SOLUTIONS PROJECT
4096 PIEDMONT AVE 728OAKLANDCA94611PC: 509(A)(1) OR (2)SUPPORT FOR WORK IN REGENERATIVE AGRICULTURE$20,000
THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO
400 W FIRST STCHICOCA95929PC: 509(A)(1) OR (2)SUPPORT TO SEED A NEW SCHOLARSHIP FUND AT CSU CHICO COLLEGE CENTER FOR REGENERATIVE AGRICULTURE AND RESILIENT SYSTEMS IN MEMORY OF GEORGE HELMHOLZ$25,000
THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO
400 W FIRST STCHICOCA95929PC: 509(A)(1) OR (2)SUPPORT TO SEED A NEW SCHOLARSHIP FUND AT CSU CHICO COLLEGE CENTER FOR REGENERATIVE AGRICULTURE AND RESILIENT SYSTEMS IN MEMORY OF GEORGE HELMHOLZ$25,000
TOTEM STAR
4408 DELRIDGE WAY SW 118SEATTLEWA981061348PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
TRANS WOMEN OF COLOR SOLIDARITY NETWORK (FISCAL SPONSOR ALLIED MEDIA)
4126 THIRD STDETROITMI48201PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$1,000
TREASURE ISLAND SAILING CENTER FOUNDATION
698 CALIFORNIA AVE BUILDING 112SAN FRANCISCOCA94130PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$2,000
TROUT UNLIMITED - GREAT LAKES
1777 NORTH KENT STREET SUITE 100ARLINGTONVA22209PC: 509(A)(1) OR (2)TO SUPPORT A PILOT PROJECT TO EXPLORE THE FEASIBILITY AND EFFICACY OF THE USE OF DIVER-ASSISTED SUCTION TECHNOLOGY FOR TREATMENT OF INVASIVE EURASIAN MILFOIL IN UPPER MIDWEST LAKES.$15,000
TRUCKEE RIVER WATERSHED COUNCIL
PO BOX 8568TRUCKEECA96162PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$50,000
TURNAROUND ARTS (PROGRAM OF KENNEDY CENTER)
2700 F STREET NWWASHINGTONDC20566PC: 509(A)(1) OR (2)SUPPORT FOR THE KENNEDY CENTER'S TURNAROUND ARTS PROGRAMMING.$20,000
UNA VIDA
1736 GILRIX STPETALUMACA94954PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
UNA VIDA
1736 GILRIX STPETALUMACA94954PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,000
UNITARIAN UNIVERSALIST CHURCH OF SANGERVILLE & DOVER-FOXCROFT
PO BOX 9SANGERVILLEME044790009PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100SEATTLEWA98139PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$315
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100SEATTLEWA98139PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100SEATTLEWA98139PC: 509(A)(1) OR (2)SUPPORT FOR NATIVE FOSTER CARE PROGRAMMING$10,000
UNITED TERRITORIES OF PACIFIC ISLANDERS ALLIANCE (UTOPIA)
841 CENTRAL AVE N SUITE C-106KENTWA98032PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$1,000
VALLEY STEWARDSHIP NETWORK INC
110 SOUTH MAIN STREETVIROQUAWI54665PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
VALLEY STEWARDSHIP NETWORK INC
110 SOUTH MAIN STREETVIROQUAWI54665PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$50,000
VERTUELAB
412 SW 12TH AVENUE 2ND FLOORPORTLANDOR97205PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$2,500
WAIALAE SCHOOL FOUNDATION
1045 19TH AVEHONOLULUHI968164606PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101PC: 509(A)(1) OR (2)SUPPORT FOR WEC'S FOSSIL FUEL CAMPAIGNS$40,000
WASHINGTON STATE ARTS COMMISSION
711 CAPITOL WAY S SUITE 600OLYMPIAWA98504GOVGENERAL OPERATING SUPPORT$500
WASHINGTON STATE ARTS COMMISSION
711 CAPITOL WAY S SUITE 600OLYMPIAWA98504GOVSUPPORT FOR WA STATE ARTS COMMISSION'S CREATIVE START PROGRAMMING$20,000
WASHINGTON STATE BUDGET AND POLICY CENTER
1402 3RD AVENUE SUITE 1215SEATTLEWA98101PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$500
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVE SUITE 300SEATTLEWA98104PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$535
WASHINGTON WOMEN'S FOUNDATION
2100 24TH AVENUE S 330SEATTLEWA98144PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$5,000
WATER 1ST INTERNATIONAL
1904 3RD AVE STE 1012SEATTLEWA98101PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
WATER 1ST INTERNATIONAL
1904 3RD AVE STE 1012SEATTLEWA98101PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
WATER FOUNDATION
555 CAPITOL MALL STE 1155SACRAMENTOCA95818PC: 509(A)(1) OR (2)TO SUPPORT THE NORTHWEST TRIBAL SALMON ALLIANCE AND THEIR WORK TO RESTORE SALMON RUNS IN THE SNAKE RIVER$35,000
WEST SEATTLE FOOD BANK
3419 SW MORGAN STREETSEATTLEWA98126PC: 509(A)(1) OR (2)EMPLOYEE MATCHING GRANT$1,000
WEV
21 EAST CANON PERDIDO STREET SUITESANTA BARBARACA93101PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$500301
WINONA COMMUNITY FOUNDATION
111 RIVERFRONT SUITE 2 EAST ANNEXWINONAMN55987PC: 509(A)(1) OR (2)TO SUPPORT THE BELL BANDSHELL RESTORATION PROJECT$5,000
WINONA COUNTY HISTORICAL SOCIETY
160 JOHNSON STWINONAMN55897PC: 509(A)(1) OR (2)LAIRD NORTON FAMILY MATCHING GRANT$1,000
WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROADVIENNAVA22182PC: 509(A)(1) OR (2)SUPPORT FOR WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS' INSTITUTE FOR EARLY LEARNING$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,649,990TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AS YOU SOW
2020 MILVIA STREET SUITE 500BERKELEYCA94704PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
THE PACIFIC FOREST TRUST
1001-A OREILLY AVESAN FRANCISCOCA94129PC: 509(A)(1) OR (2)GENERAL OPERATING SUPPORT$25,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101PC: 509(A)(1) OR (2)SUPPORT FOR WEC'S FOSSIL FUEL CAMPAIGNS.$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$80,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPRI LOAN INTERESTDesc
Related Or Exempt Function Incm$14,955RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,566ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$534,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,484,698ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,027,229ExclusionAmt
Related Or Exempt Function Incm$14,955RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,042,184TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementPRI LOAN INTERESTRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LAIRD NORTON COMPANY
1801 2ND AVE STE 1700SEATTLEWA981041520$132,421Yes (X)
TAMSIN TAYLOR
2801 2ND AVE STE 1700SEATTLEWA98104$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,465Amt
Net Investment Income$4,293NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,172DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
WHOOSHH INNOVATIONS
2001 WEST GARFIELD STREET PIER 91 -PORT OF SEATTSEATTLEWA981192014-12-17$100,000TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE.$100,000NONE7/15, 4/17, 4/18, 2/19, 4/19, 2/25/20, 3/12/20, 10/29/20, 3/17/21, 10/12/22THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ECOTRUST FOREST MANAGEMENT
721 NW 9TH AVENUE SUITE 200PORTLANDOR972092014-12-17$200,000DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS.$200,000NONE6/12/2017, 4/30/2018, 5/1/2019, 3/30/2020, 4/30/2020, 4/30/21, 05/20/22THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINES 5A(4) & 5C:FormAndLineReferenceDesc
Medium ExplanationFORM 990-PF, PART VII-B, LINE 5A(4) AND LINE 5C ARE BEING MARKED AS "YES" TO PROPERLY TRANSMIT DISCLOSURES RELATED TO EXPENDITURE RESPONSIBILITY GRANTS MADE IN PRIOR YEARS. THERE WERE NO NEW GRANTS REQUIRING EXPENDITURE RESPONSIBILITY IN 2021.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondLNWN - BOND MUTUAL FUNDSBondNm
EOY Book Value$6,363,313EOYBookValueAmt
EOYFMV$6,363,313EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LNWN - DOMESTIC EQUITIES$12,176,431$12,176,431
LNWN - DOMESTIC MUTUAL FUNDS$6,496,186$6,496,186
LNWN - INTERNATIONAL EQUITIES$426,092$426,092
LNWN - INTERNATIONAL MUTUAL FUNDS$14,425,481$14,425,481

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCOLADE PARTNERS GROWTH LPFMV$125,247$125,247
ANTERO PEAK (ARTISAN, L.P.)FMV$1,877,094$1,877,094
LNWM RENEWABLE POWER FUND LPFMV$1,077,657$1,077,657
LYME CONSERVATION OPP FUND LPFMV$256,802$256,802
MORGAN STANLEY DIRECT LENDING FUNDFMV$337,140$337,140

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFURNITURE & FIXTURESCategoryOrItemTxt
Cost Or Other Basis$20,300CostOrOtherBasisAmt
Accumulated Depreciation$20,300AccumulatedDepreciationAmt
Book Value$0BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,600LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,600DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTSDesc
BOY Book Value$950,000BOYBookValueAmt
EOY Book Value$1,100,000EOYBookValueAmt
EOYFMV$1,100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER & INFRASTRUCTURE$11,647$2,329$0$5,049
MEMBER DUES & SUBSCRIPTIONS$24,706$0$0$24,706
INSURANCE$2,256$451$0$1,805
DEDUCTIONS FROM PARTNERSHIP INVESTMENTS$0$9,505$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PARTNERSHIP INVESTMENTS$19,672
PRI LOAN INTEREST$14,955$14,955$14,955

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$2,234,256Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$138,582$138,582$0$0
OTHER PROFESSIONAL FEES$33,268$3,327$0$30,149

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$30,000$0$0$0
OTHER TAXES$213$0$0$213
FOREIGN TAXES$14,724$14,724$0$0