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THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202113169349104586
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T17:28:39-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911663336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUSSELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUSSBusinessNameControlTxt
Phone2538585050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN SIMPSONPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone2538585050PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHLEENPersonFirstNm
Person LastSIMPSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN J OKIMOTOPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$163,076,402FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$47,608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47,608InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,501,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,128,990DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,618,313NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,617,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,969,909CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$774,573OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$169,942OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,942,450TotalRevAndExpnssAmt
Total Net Invst Incm$8,316,449TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$415,558CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$415,558CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$482,572OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$492,425OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$254,875PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$183,829PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,165LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,055LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$85,459AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$83,863AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,466,594OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$637,953OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$807,689OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$99,756InterestRevAndExpnssAmt
Interest Net Invst Incm$99,756InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$218,674TaxesRevAndExpnssAmt
Taxes Net Invst Incm$73,764TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$620TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$3,247DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$21,197OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$21,327OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,300TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,175TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$910PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$910PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$824,347OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$806,919OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$252,959OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,883,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,626,292TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,276,410TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,990,177ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,369,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,873,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,626,292TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,646,235TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,931,381ExcessRevenueOverExpensesAmt
Net Investment Income$6,690,157NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,034,136CashBOYAmt
Cash EOY$1,742,310CashEOYAmt
Cash EOYFMV$1,742,310CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,124,409SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,936,502SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,936,502SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$963,317OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$900,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$963,317OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$963,317OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$29,367PrepaidExpensesBOYAmt
Prepaid Expenses EOY$23,299PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$23,299PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2,630,271USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,878,243USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,878,243USGovtObligationsEOYFMVAmt
Corporate Stock BOY$35,484,697CorporateStockBOYAmt
Corporate Stock EOY$40,904,714CorporateStockEOYAmt
Corporate Stock EOYFMV$40,904,714CorporateStockEOYFMVAmt
Corporate Bonds BOY$28,949,397CorporateBondsBOYAmt
Corporate Bonds EOY$24,129,220CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,129,220CorporateBondsEOYFMVAmt
Other Investments BOY$78,596,804OtherInvestmentsBOYAmt
Other Investments EOY$90,339,592OtherInvestmentsEOYAmt
Other Investments EOYFMV$90,339,592OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$223,894LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$223,894LandBldgEquipAccumDeprecAmt
Other Assets BOY$229,934OtherAssetsBOYAmt
Other Assets EOY$159,205OtherAssetsEOYAmt
Other Assets EOYFMV$159,205OtherAssetsEOYFMVAmt
Total Assets BOY$150,979,015TotalAssetsBOYAmt
Total Assets EOY$163,076,402TotalAssetsEOYAmt
Total Assets EOYFMV$163,076,402TotalAssetsEOYFMVAmt
Accounts Payable BOY$348,055AccountsPayableBOYAmt
Accounts Payable EOY$341,423AccountsPayableEOYAmt
Grants Payable BOY$1,635,800GrantsPayableBOYAmt
Grants Payable EOY$256,152GrantsPayableEOYAmt
Other Liabilities BOY$338,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$374,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,321,855TotalLiabilitiesBOYAmt
Total Liabilities EOY$971,575TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$148,657,160NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$162,104,827NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$148,657,160TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$162,104,827TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150,979,015TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$163,076,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$148,657,160TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,931,381ExcessRevenueOverExpensesAmt
Other Increases$17,379,048OtherIncreasesAmt
Subtotal$162,104,827SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$162,104,827TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2019-01-012020-12-31$29,022,645$26,404,332$2,618,313$2,618,313
GILBERT GLOBAL EQUITY2019-01-012020-12-31$31,254$51,769-$20,515-$20,515P
NORTH SKY CLEANTECH2019-01-012020-12-31$132,243$145,892-$13,649-$13,649P
WGI EMERGING MKTS2019-01-012020-12-31$4,461,606$4,082,355$379,251$379,251P
CAPITAL GAINS FROM PASS THROUGH INVESTMENTS2019-01-012020-12-31$3,006,509$3,006,509$3,006,509P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,969,909CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92,993InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92,993SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92,993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80,686EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$90,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$170,686TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$77,693OverpaymentAmt
Applied To ES Tax$77,693AppliedToESTaxAmt
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 StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TRFF.ORGWebsiteAddressTxt
Individual With BooksKATHLEEN SIMPSONIndividualWithBooksNm
Phone2538585050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN SIMPSON
PO BOX 2567GIG HARBORWA98335CEO40.00$365,558$33,280$0
ERIC RUSSELL
PO BOX 2567GIG HARBORWA98335PRESIDENT3.00$0$0$0
DION RURIK
PO BOX 2567GIG HARBORWA98335VICE PRESIDENT1.00$0$0$0
ZACHARY RUSSELL
PO BOX 2567GIG HARBORWA98335TREASURER1.00$0$0$0
YVONNE SANCHEZ
PO BOX 2567GIG HARBORWA98335SECRETARY1.00$0$0$0
SARAH CAVANAUGH
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
TIM CAVANAUGH
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
SARAH CLEVELAND
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$25,000$0$0
CHRIS RURIK
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
JILEEN RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
MARCEE RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
NICK RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
RICHARD RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
RON SIMS
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
CHET TCHOZEWSKI
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$25,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
HOLLY POWERS
PO BOX 2567GIG HARBORWA98335SR. PROGRAM OFFICER40.00$133,869$21,911$0
FABIOLA GREENAWALT
PO BOX 2567GIG HARBORWA98335PROGRAM OFFICER40.00$112,788$26,028$0
LINSEY SAUER
PO BOX 2567GIG HARBORWA98335GRANTS & OPERATIONS40.00$100,377$27,126$0
BRITTA FRANCESCONI
PO BOX 2567GIG HARBORWA98335ADMINISTRATIVE MANAG40.00$80,961$20,348$0
NECASHAW MONTGOMERY
PO BOX 2567GIG HARBORWA98335PROGRAM MANAGER40.00$73,826$12,926$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TIEDEMANN WEALTH MANAGEMENT
520 MADISON AVE 26TH FLOORNEW YORKNY10022INVESTMENT ADVICE$423,410
LANSBERG GERSICK & ASOCIATES LLC
142 TEMPLE STREET SUITE 205NEW HAVENCT06510CONSULTING$168,159
ERIN KAHN CONSULTING
6120 PHINNEY AVENUE NORTHSEATTLEWA98103CONSULTING$159,063
FEAREY GROUP
1809 7TH AVE SUITE 1212SEATTLEWA98101CONSULTING$112,556
ERIC LARSON
7067 MUIRKIRK LANE SWPORT ORCHARDWA98367ACCOUNTING$86,150
FieldValueIRS element (for citing)
Contractor Paid Over50k2ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM. THE PURPOSE OF THE PROGRAM IS TO SUPPORT GRASSROOTS LEADERS IN TACOMA AND PIERCE COUNTY, WASHINGTON, WHO ARE ACTIVE COMMUNITY STEWARDS, DEDICATED TO IMPROVING THE QUALITY OF LIFE IN THE COMMUNITY.EVERY OTHER YEAR, THE FOUNDATION SELECTS INDIVIDUALS TO FORM EACH CLASS OF FELLOWS. THE JANE'S FELLOWSHIP CLASSES ARE TWO YEARS AND EACH FELLOW RECEIVES: A FINANCIAL STIPEND TOTALING $6,000; AN OPPORTUNITY TO APPLY FOR COMMUNITY PROJECT GRANTS; AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2020, JANE'S FELLOWSHIP HAD 12 FELLOWS:TOTAL OPERATING EXPENSES = $ 123,365TOTAL GRANT EXPENSES = $ 206,000THE 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.Description1Txt
Expenses1$123,365Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$63,161,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,151,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$88,636,486FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$157,949,643TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$157,949,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,369,245CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,580,398NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,779,020MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,779,020MinimumInvestmentReturnAmt
Tax Based On Investment Income$92,993TaxBasedOnInvestmentIncomeAmt
Total Tax$92,993TotalTaxAmt
Distributable Before Adj$7,686,027DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,686,027DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,686,027DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,646,235ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,646,235QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,646,235AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,686,027DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,724,192ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,913,517ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$875,241ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,393,135ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$181,635ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,087,720TotalExcessDistributionCyovAmt
Qualifying Distributions$8,646,235QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,686,027AppliedToCurrentYearAmt
Remaining Distri From Corpus$960,208RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,047,928TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,724,192ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,323,736ExcessDistriCyovToNextYrAmt
Excess From Year4$1,913,517ExcessFromYear4Amt
Excess From Year3$875,241ExcessFromYear3Amt
Excess From Year2$2,393,135ExcessFromYear2Amt
Excess From Year1$181,635ExcessFromYear1Amt
Excess From Current Year$960,208ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINSEY SAUERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2538510460RecipientPhoneNum
Form And Info And MaterialsLETTERS 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. ADDITIONALLY, WE INVITE GRANTEES THAT WE HAVE PRIOR RELATIONSHIPS WITH TO SUBMIT FOR EXTENDED FUNDING IN BOTH OUR PUGET SOUND AND ENVIRONMENT EDUCATION GRANT MAKING PORTFOLIOS.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANT CYCLE DEADLINES MAY BE ACCESSED ON THE TRFF WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsEMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL JR. FUND, AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NONPROFIT 501(C)(3) OR COMPLETED THROUGH EXPENDITURE RESPONSIBILITY IF IT IS FOR A CHARITABLE PURPOSE. THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (PUGET SOUND OR ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING PUGET SOUND. FOR ENVIRONMENTAL EDUCATION, THE GEOGRAPHIC AREA IS LIMITED TO FIVE COUNTIES - KING, KITSAP, PIERCE, SNOHOMISH AND THURSTON.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (253 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtRecipient RelationshipRecipientRelationshipTxt
A WAY HOME WASHINGTON (FISCALLY SPONSORED BY TSNE MISSION WORKS)
1200 12TH AVE S SUITE 175SEATTLEWA98144PCGENERAL OPERATING SUPPORT$15,000
AFTER-SCHOOL ALL-STARS PUGET SOUND
932 INDUSTRY DRIVE BLDG 24 SUITETUKWILAWA98188PCGENERAL OPERATING SUPPORT$25,000210
AFTER-SCHOOL ALL-STARS PUGET SOUND
932 INDUSTRY DRIVE BLDG 24 SUITETUKWILAWA98188PCAFTER-SCHOOL ALL-STARS PUGET SOUND | MOBILE CLASSROOMS$7,500210
ALASKA COMMUNITY FOUNDATION
3201 C STREET SUITE 110ANCHORAGEAK99503PCALASKA CAN DO FUND$5,000
ALASKA COMMUNITY FOUNDATION
3201 C STREET SUITE 110ANCHORAGEAK99503PCALASKA CAN DO FUND$5,000
ALISON POWELL
7315 PHILLIPS ROAD SWLAKEWOODWA984986392ICLASS 8 FELLOWSHIP ALISON POWELL$1,200NONE
ALSION POWELL
7315 PHILLIPS ROAD SWLAKEWOODWA984986392ICLASS 8 FELLOWSHIP ALISON POWELL$1,200NONE
AMERICAN RED CROSS OF THE SOUTH PUGET SOUND
1235 SOUTH TACOMA WAYTACOMAWA98409PCAMERICAN RED CROSS - GENERAL OPERATING SUPPORT FOR SOUTH PUGET SOUND$86,000
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005PCPROMOTING MULTI-BENEFIT FLOODPLAIN AND NATURAL INFRASTRUCTURE IN THE PUGET SOUND$50,000
ASIAN COUNSELING AND REFERRAL SERVICE (ACRS)
3639 MARTIN LUTHER KING JR WAYSEATTLEWA98144PCGENERAL OPERATING SUPPORT$5,000SOUTH
AUDUBON WASHINGTON
5902 LAKE WASHINGTON BLVD SSEATTLEWA98118PCSEWARD PARK OPERATING SUPPORT$10,000
BIG CITY MOUNTAINEERS
710 10TH STREET SUITE 120GOLDENCO80401PCGENERAL OPERATING SUPPORT$25,000
BIG CITY MOUNTAINEERS
710 10TH STREET SUITE 120GOLDENCO80401PCBROADENING AND SCRUTINIZING OUR PROGRAM OFFERINGS TO MEET CHANGING YOUTH AGENCY NEEDS$5,000
BIG HOMIE MINISTRIES INTERNATIONAL
6225 LAKEWOOD DR W APT 178UNIVERSITY PLACEWA984673462PCGENERAL OPERATING SUPPORT$10,000
BIG HOMIE MINISTRIES INTERNATIONAL
6225 LAKEWOOD DR W APT 178UNIVERSITY PLACEWA984673462PCGENERAL OPERATING SUPPORT$10,000
BOJIE FILIVAA MEAUTA MAGEO III
11509 88TH AVENUE COURT SOUTHWESTLAKEWOODWA984984110ICLASS 8 FELLOWSHIP BOJIE MAGEO$1,200NONE
BOJIE FILIVAA MEAUTA MAGEO III
11509 88TH AVENUE COURT SOUTHWESTLAKEWOODWA984984110ICLASS 8 FELLOWSHIP BOJIE MAGEO$1,200NONE
BOULDER FOOD RESCUE
PO BOX 284BOULDERCO80306PCGENERAL OPERATING SUPPORT$4,000
BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
3875 S 66TH ST SUITE 101TACOMAWA984092471PCGENERAL OPERATING SUPPORT FOR CHENEY BRANCH$100,000
BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
3875 S 66TH ST SUITE 101TACOMAWA984092471PCGENERAL OPERATING SUPPORT$100,000
BRAC USA INC
110 WILLIAM STREET 18TH FLOORNEW YORKNY10038PCGENERAL SUPPORT OF ROHINGYA WORK$2,733
CAMP FIRE CENTRAL PUGET SOUND
2414 SW ANDOVER STREET SUITE D-105SEATTLEWA98106PCGENERAL OPERATING SUPPORT$15,000
CAMP FIRE CENTRAL PUGET SOUND
2414 SW ANDOVER STREET SUITE D-105SEATTLEWA98106PCCAMP SEALTH SCHOOL IN THE WOODS AND SAFE CENTERS FOR ON-LINE LEARNING$7,500
CAMP SOLOMON SCHECHTER
1627A 73RD AVE SEOLYMPIAWA98501PCGENERAL OPERATING SUPPORT$7,000
CDC FOUNDATION
600 PEACHTREE STREET NE SUITE 1000ATLANTAGA30308PCGENERAL OPERATING SUPPORT$10,000
CENTER FOR CIVIL SOCIETY AND DEMOCRACY IN SYRIA
160 FIFTH STREETPROVIDENCERI02906PCRAISING THE VOICES OF SYRIAN COMMUNITIES ON THE SYRIAN PEACE PROCESS$2,633
CENTRUM
PO BOX 1158PORT TOWNSENDWA98368PCGENERAL OPERATING SUPPORT$25,000
CENTRUM
PO BOX 1158PORT TOWNSENDWA98368PCONLINE WATER WORLD: FALL 2020 AND SPRING 2021$7,500
CHILD CARE RESOURCES
1501 PACIFIC AVE STE 305TACOMAWA98402PCHOMELESS CHILD CARE PROGRAM$50,000
CITY OF LAKEWOOD
6000 MAIN STREET SWLAKEWOODWA98499GOVSOUTH SOUND MILITARY & COMMUNITIES PARTNERSHIP CONNECT KITS$1,000
COLLABORATIVE EFFORT INC DBA RAIN
2304 JEFFERSON AVENUETACOMAWA98402PCGENERAL OPERATING SUPPORT TO ENHANCE RAIN'S MISSION$5,000
COLLABORATIVE EFFORT INC DBA RAIN
2304 JEFFERSON AVENUETACOMAWA98402PCRAPID COVID-19 TESTING$25,000
COLLABORATIVE EFFORT INC DBA RAIN
2304 JEFFERSON AVENUETACOMAWA98402PCCOVID-19 OUTREACH$5,000
COLLEGE SUCCESS FOUNDATION
950 PACIFIC AVE SUITE 1250TACOMAWA98402PCCOLLEGE SUCCESS FOUNDATION - TACOMA - COLLEGE SELECTION PLANNING$25,000
COLLEGE SUCCESS FOUNDATION
950 PACIFIC AVE SUITE 1250TACOMAWA98402PCIT EQUIPMENT & PROGRAM SUPPORT FOR COLLEGE AND CAREER COACHING PROGRAM IN TACOMA MIDDLE SCHOOLS$7,500
COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684VAUGHNWA98394PCSITE COORDINATOR GIFT CARDS$20,000
COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684VAUGHNWA98394PCSITE COORDINATOR REMOTE WORK PLAN$30,000
COMMUNITY FIRST FOUNDATION
5855 WADSWORTH BYPASS UNIT AARVADACO80003PCNEDERLAN FOOD BANK THROUGH COLORADO GIVES$1,000
COMMUNITY FOOD SHARE
650 S TAYLOR AVENUELOUISVILLECO80027PCGENERAL OPERATING SUPPORT$10,000
COMMUNITY FOUNDATION OF SOUTH PUGET SOUND
212 UNION AVE SE SUITE 102OLYMPIAWA98501PCSUPPORT FOR FOOD BANKS$60,000
COMPREHENSIVE LIFE RESOURCES
1305 TACOMA AVE STACOMAWA98402PCTACOMA PIERCE COUNTY YOUTH AND YOUNG ADULT HOMELESSNESS CAMPAIGN LAUNCH$25,000
CONFLUENCE PHILANTHROPY
1 PENN PLAZA BOX 6169NEW YORKNY10119PCCAPACITY CAMPAIGN - 10 YEAR ANNIVERSARY$15,000
COVENANT YOUTH OF ALASKA
PO BOX 203356ANCHORAGEAK99654PCCHRIS LOCKWOOD FUND / CAMP SCHOLARSHIPS$5,000
COVENANT YOUTH OF ALASKA
PO BOX 203356ANCHORAGEAK99654PCCHRIS LOCKWOOD SCHOLARSHIP FUND$5,000
DAKODA FOXX
PO BOX 911PUYALLUPWA98371ICLASS 8 FELLOWSHIP DAKODA FOXX$1,200NONE
DAKODA FOXX
PO BOX 911PUYALLUPWA98371IFOOD OUTREACH$1,000NONE
DAKODA FOXX
PO BOX 911PUYALLUPWA98371ICLASS 8 FELLOWSHIP DAKODA FOXX$1,200NONE
DEGREES OF CHANGE
1109 A STREET SUITE 101TACOMAWA98401PCGENERAL OPERATING SUPPORT$45,000
DEGREES OF CHANGE
1109 A STREET SUITE 101TACOMAWA98401PCSTAFF & STUDENT SUPPORT$6,000
DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION
4408 DELRIDGE WAY SWSEATTLEWA98106PCDNDA COVID-19 PROGRAM ADAPTATION$7,500
DIONNE BONNER
5202 S 12TH STREET 1CTACOMAWA98465ICLASS 8 FELLOWSHIP DIONNE BONNER$1,200NONE
DIONNE BONNER
5202 S 12TH STREET 1CTACOMAWA98465ICLASS 8 FELLOWSHIP DIONNE BONNER$1,200NONE
DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP (DRCCTAG)
7400 3RD AVE SSEATTLEWA98108PCGENERAL OPERATING SUPPORT$30,000
DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP (DRCCTAG)
7400 3RD AVE SSEATTLEWA98108PCCV19 SUPPORT IN THE DUWAMISH VALLEY$7,500
EASTERSEALS WASHINGTON
200 W MERCER SUITE 210 ESEATTLEWA98119PCKEEP CAMP CLEAN$3,675
ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE
1011 SW KLICKITAT WAY SUITE 201SEATTLEWA98134PCECOSS CLEAN WATER PROGRAM$60,000
ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE
1011 SW KLICKITAT WAY SUITE 201SEATTLEWA98134PCECOSS COVID-19 RESPONSE GRANT$7,500
ECUMENICAL MINISTRIES OF OREGON
0245 SW BANCROFT STREET SUITE BPORTLANDOR97239PCGENERAL OPERATING SUPPORT$25,000
EMERGENCY FAMILY ASSISTANCE ASSOCIATION
1575 YARMOUTH AVEBOULDERCO80304PCGENERAL OPERATING SUPPORT$10,000
EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY
3318 92ND STREET SOUTHLAKEWOODWA98499PCGENERAL OPERATING SUPPORT 2020$30,000
EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY
3318 92ND STREET SOUTHLAKEWOODWA98499PCGENERAL OPERATIONS$50,000
FORGOTTEN CHILDREN'S FUND
PO BOX 9936SEATTLEWA98109PCGENERAL OPERATING SUPPORT$20,000
FORTERRA NW
901 FIFTH AVENUE SUITE 2200SEATTLEWA98164PCHILLTOP COMMUNITY ENGAGEMENT PROJECT$50,000
FORTERRA NW
901 FIFTH AVENUE SUITE 2200SEATTLEWA98164PCFORTERRA OPERATIONAL SUPPORT: COVID-19$5,000
FOSS WATERWAY SEAPORT
705 DOCK STREETTACOMAWA98402PCCOVID RESPONSE AND OUTREACH$7,500
FOSS WATERWAY SEAPORT
705 DOCK STREETTACOMAWA98402PCGENERAL OPERATING SUPPORT$40,000
FOUNDATION FOR TACOMA STUDENTS
919 SOUTH 9TH STREETTACOMAWA98405PCGENERAL OPERATING SUPPORT$5,000
FOUNDATION FOR TACOMA STUDENTS
919 SOUTH 9TH STREETTACOMAWA98405PCGENERAL OPERATING SUPPORT & COLLEGE COMPLETION$15,000
FOUNDATION FOR TACOMA STUDENTS
919 SOUTH 9TH STREETTACOMAWA98405PCGRADUATE TACOMA COVID-19 INVESTMENT SUPPORT$7,500
FRIENDS OF NORTH CREEK FOREST
P O BOX 2053BOTHELLWA980412053PCGENERAL OPERATING SUPPORT$40,000
FRIENDS OF PIERCE COUNTY
8205 90TH ST CT NWGIG HARBORWA98335PCSAVING SHORELINES$12,500
FULL SPECTRUM FEATURES NFP
2936 N SOUTHPORT AVE SUITE 225CHICAGOIL60657PCDOCUMENTARY$10,000
GEORGE WASHINGTON UNIVERSITY
1922 F STREET NW - 4TH FLOORWASHINGTONDC20052PCPROMOTION OF ASIAN VOICES ON THE ENVIRONMENT$5,000
GIG HARBOR PENINSULA FISH
154 4425 BURNHAM DRIVEGIG HARBORWA98335PCGENERAL OPERATING SUPPORT$50,000
GIG HARBOR PENINSULA FISH
154 4425 BURNHAM DRIVEGIG HARBORWA98335PCGENERAL OPERATING SUPPORT$10,000
GIG HARBOR PENINSULA FISH
154 4425 BURNHAM DRIVEGIG HARBORWA98335PCGENERAL OPERATING SUPPORT$30,000
GREAT PENINSULA CONSERVANCY
423 PACIFIC AVENUE SUITE 300BREMERTONWA98337PCGENERAL OPERATING SUPPORT$25,000
GREAT PENINSULA CONSERVANCY
423 PACIFIC AVENUE SUITE 300BREMERTONWA98337PCGREAT PENINSULA CONSERVANCY LAND LABS$7,500
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402PCCORACLE FUND$101,250
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402PCLEA ARMSTRONG SCHOLARSHIP AND NETWORKING PROJECT$25,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402PCPIERCE COUNTY CONNECTED COVID-19 EMERGENCY RESPONSE FUND$1,000,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402PCTHE CLEMENTINE FUND$101,250
GREEN PLATE SPECIAL
2115 25TH AVE SSEATTLEWA98144PCGENERAL OPERATING SUPPORT$25,000
GREEN PLATE SPECIAL
2115 25TH AVE SSEATTLEWA98144PCCAPITAL ENHANCEMENTS TO SUPPORT NEW DEMANDS ON MISSION$7,500
GREENHOUSE SCHOLARS
1820 FOLSOM STREETBOULDERCO80302PCVITAL NEEDS FUND$10,000
HARBOR WILDWATCH
3110 JUDSON STREETGIG HARBORWA98335PCGENERAL OPERATING SUPPORT FOR HARBOR WILDWATCH$40,000
HARBOR WILDWATCH
3110 JUDSON STREETGIG HARBORWA98335PCGENERAL OPERATING SUPPORT$5,000
HARBOR WILDWATCH
3110 JUDSON STREETGIG HARBORWA98335PCVIRTUAL ENVIRONMENTAL EDUCATION IN RESPONSE TO COVID-19$7,500
HAWAII INSTITUTE OF PACIFIC AGRICULTURE
53-347 PRATT RDKAPAAUHI96755PCKOHALA FOOD HUB$10,000
HELPING HAND HOUSE
4321 2ND ST SWPUYALLUPWA98373PCGENERAL OPERATING SUPPORT$10,000
HENRY L STIMSON CENTER
1211 CONNECTICUT AVEWASHINGTONDC20036PCGENERAL OPERATING SUPPORT FOR STIMSON'S SOUTHEAST ASIA PROGRAM WAR LEGACIES WORKING GROUP$5,000
HIGHLINE AREA FOOD BANK
18300 4TH AVENUE SOUTHBURIENWA98166PCGENERAL OPERATING SUPPORT$5,000
HIGHLINE AREA FOOD BANK
18300 4TH AVENUE SOUTHBURIENWA98166PCGENERAL OPERATING SUPPORT$5,000
HIGHLINE AREA FOOD BANK
18300 4TH AVENUE SOUTHBURIENWA98166PCGENERAL OPERATING SUPPORT - DECEMBER 2020$5,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCGENERAL OPERATING SUPPORT$15,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCHILLTOP ARTISTS PROGRAMS$7,250
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCGENERAL OPERATING SUPPORT$5,000
IFP FISCAL SPONSORSHIP
30 JOHN STREETBROOKLYNNY11201PCTWO GODS$5,000
JOSEPH DENTON
5812 S FIFE STTACOMAWA984096234ICLASS 8 FELLOWSHIP JOSEPH DENTON$1,200NONE
JOSEPH DENTON
5812 S FIFE STTACOMAWA984096234ICLASS 8 FELLOWSHIP JOSEPH DENTON$1,200NONE
KAILAPA COMMUNITY ASSOCIATION
61-4016 KAI OPAE PLKAMUELAHI96743PCGENERAL OPERATING SUPPORT$3,000
KAUAI MUSIC FESTIVAL
PO BOX 2575KAMUELAHI96743PC2020 FESTIVAL GENERAL SUPPORT AND SCHOLARSHIPS$5,000
KEY PENINSULA BISCHOFF FOOD BANK
1916 KEY PENINSULA HIGHWAY NORTHLAKEBAYWA98349PCGENERAL OPERATING SUPPORT$5,000
KING CONSERVATION DISTRICT
800 SW 39TH STREET SUITE 150RENTONWA98057GOVPUGET SOUND CONSERVATION DISTRICT CAUCUS: CATALYZING COLLABORATION FOR A HEALTHIER PUGET SOUND$40,000
KINGDOM SPORTS
15418 WEIR STREET 177OMAHANE68137PCMISSION TRIP - DEMOCRATIC REPUBLIC OF THE CONGO$5,000
KITSAP CONSERVATION DISTRICT
10332 CENTRAL VALLEY RDPOULSBOWA98370NCGRACE PROJECTS$15,000
L'ARCHE TAHOMA HOPE
12303 36TH AVENUE EASTTACOMAWA98446PCGENERAL OPERATING SUPPORT$5,000
L'ARCHE TAHOMA HOPE
12303 36TH AVENUE EASTTACOMAWA98446PCGENERAL OPERATING SUPPORT$5,000
LEVON WILLIAMS
417 S WRIGHT AVETACOMAWA98418ICLASS 8 FELLOWSHIP LEVON WILLIAMS$1,200NONE
LEVON WILLIAMS
417 S WRIGHT AVETACOMAWA98418ICLASS 8 FELLOWSHIP LEVON WILLIAMS$1,200NONE
LIGHTHOUSE STOREHOUSE FOOD CENTER
6202 20TH ST EFIFEWA98424PCGENERAL OPERATING SUPPORT 2020$10,000
LINDQUIST DENTAL CLINIC FOR CHILDREN
130-131ST STREET STACOMAWA98444PCGENERAL OPERATING SUPPORT$25,000
LOVING KINDNESS MEDITATION CENTER
8121 PORTLAND AVE EASTTACOMAWA98404PC2019 EMPLOYEE MATCHING GIFT$500
MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL
PO BOX 543KAMUELAHI96743PCGARDEN PROJECTS$10,000
MARY'S PLACE SEATTLE
PO BOX 1711SEATTLEWA98111PCGENERAL OPERATING SUPPORT$5,000
MARY'S PLACE SEATTLE
PO BOX 1711SEATTLEWA98111PCGENERAL OPERATING SUPPORT$10,000
MELINDA RAEBYNE
224 NORTH G STREET 304TACOMAWA98403IFILMWORK "FOR SALE"$1,000NONE
MELINDA RAEBYNE
224 NORTH G STREET 304TACOMAWA98403ICLASS 8 FELLOWSHIP MELINDA RAEBYNE$1,200NONE
MELINDA RAEBYNE
224 NORTH G STREET 304TACOMAWA98403ICLASS 8 FELLOWSHIP MELINDA RAEBYNE$1,200NONE
MENTORING URBAN STUDENTS & TEENS
PO BOX 28858SEATTLEWA98118PCGENERAL OPERATING SUPPORT$10,000
MICAH TUCKER
4611 EAST B STREETTACOMAWA984041321ICLASS 8 FELLOWSHIP MICAH TUCKER$1,200NONE
MICAH TUCKER
4611 EAST B STREETTACOMAWA984041321ICLASS 8 FELLOWSHIP MICAH TUCKER$1,200NONE
MOUNTAINS TO SOUND GREENWAY TRUST
2701 FIRST AVENUE SUITE 240SEATTLEWA98121PCGENERAL OPERATING SUPPORT$25,000
MOUNTAINS TO SOUND GREENWAY TRUST
2701 FIRST AVENUE SUITE 240SEATTLEWA98121PCMOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM$7,500
MULTICARE HEALTH FOUNDATION
409 J STREET PO BOX 5296TACOMAWA984150296PCMARY BRIDGE CHILDREN'S FESTIVAL OF TREES 2020$5,000
MUSEUM OF GLASS
1801 DOCK STTACOMAWA984023217PCHOT SHOP HEROES$75,000
NATIONAL WILDLIFE FEDERATION - SEATTLE OFFICE
100 WEST HARRISON ST SOUTH TOWERSEATTLEWA98109PCWATER-WISE HABITAT STEWARDS TRAININGS & DEMONSTRATION HABITATS: EDUCATION, INSPIRATION, & ACTION$30,000SUITE 410
NEW YORK PEACE INSTITUTE
111 JOHN STREETNEW YORKNY10038PCGENERAL OPERATING SUPPORT$2,634
NEW YORK PUBLIC RADIO AKA WNYC
160 VARICK STREET 9TH FLOORNEW YORKNY10013PCUNRESTRICTED FUNDS$20,000
NISQUALLY INDIAN TRIBE
4820 SHE NAH NUM DRIVE SEOLYMPIAWA98513GOVGENERAL OPERATING SUPPORT$20,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
55-3393 AKONI PULE HWYHAWIHI96719PCFEED KOHALA EAT LOCALLY FOOD PROJECT$10,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
55-3393 AKONI PULE HWYHAWIHI96719PCGENERAL SUPPORT$10,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
55-3393 AKONI PULE HWYHAWIHI96719PCGENERAL OPERATIONS AND COVID-19 RELATED LOCAL FOOD PROJECTS$5,000
NORTHWEST MARITIME CENTER
431 WATER STREETPORT TOWNSENDWA98368PCGENERAL OPERATING SUPPORT$40,000
NORTHWEST NETWORK FOUNDATION
PO BOX 158PUYALLUPWA98371PCGENERAL OPERATING SUPPORT$10,000
NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION
1155 N STATE ST SUITE 402BELLINGHAMWA98225PCCOMMUNITY-GUIDED INVESTMENT IN COASTAL COMMUNITIES$60,000
NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION
1155 N STATE ST SUITE 402BELLINGHAMWA98225PCWELCOME TO THE SALISH SEA$5,000
NOURISH PIERCE COUNTY
1702 SOUTH 72ND STREET SUITE ETACOMAWA98408PCGENERAL OPERATING SUPPORT 2020$30,000
NOURISH PIERCE COUNTY
1702 SOUTH 72ND STREET SUITE ETACOMAWA98408PCKEY PENINSULA MOBILE FOOD BANK SUPPORT$20,000
NOURISH PIERCE COUNTY
1702 SOUTH 72ND STREET SUITE ETACOMAWA98408PCKEY PENINSULA MOBILE FOOD BANK OPERATIONS$35,000
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421PCGENERAL OPERATING SUPPORT$50,000
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421PCGENERAL OPERATING SUPPORT$25,000
OCEAN FOUNDATION
2400 NW 80TH ST PMB 127SEATTLEWA98117PCGENERAL OPERATING SUPPORT FOR DEEP GREEN WILDERNESS$25,000
OCEANS INITIATIVE
117 E LOUISA STREET 135SEATTLEWA98102PCGENERAL OPERATING SUPPORT - MULTI-YEAR$40,000
OCEANS INITIATIVE
117 E LOUISA STREET 135SEATTLEWA98102PCNAVIGATING THE UNFORESEEN CHALLENGES AND EXTRAORDINARY OPPORTUNITIES OF COVID-19$7,500
OXBOW FARM & CONSERVATION CENTER
10819 CARNATION-DUVALL ROAD NECARNATIONWA98014POFCREATING THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS$30,000
OXBOW FARM & CONSERVATION CENTER
10819 CARNATION-DUVALL ROAD NECARNATIONWA98014POFGARDEN BUDDIES 2.0$6,000
PACIFIC SHELLFISH INSTITUTE
120 STATE AVE NE 1056OLYMPIAWA98501PCGENERAL OPERATING SUPPORT$13,000
PACIFIC SHELLFISH INSTITUTE
120 STATE AVE NE 1056OLYMPIAWA98501PCHOME-BASED EXPERIENTIAL LEARNING DURING COVID-19$7,000
POINT DEFIANCE ZOOLOGICAL SOCIETY
5400 NORTH PEARL STREETTACOMAWA98407PCPOINT DEFIANCE ZOO & AQUARIUM COVID-19 EMERGENCY RESPONSE FUNDING$7,500
PORT GAMBLE S'KLALLAM FOUNDATION
31912 LITTLE BOSTON ROAD NEKINGSTONWA98346PCGENERAL OPERATING SUPPORT$25,000
PORT TOWNSEND MARINE SCIENCE CENTER
532 BATTERY WAYPORT TOWNSENDWA98368PCTECHNOLOGY AND TRAINING FOR ONLINE PROGRAMMING$7,500
PORT TOWNSEND MARINE SCIENCE CENTER
532 BATTERY WAYPORT TOWNSENDWA98368PCGENERAL OPERATING SUPPORT$20,000
PROVIDENCE REGINA HOUSE
8201 10TH AVE S STE 6SEATTLEWA98108PCGENERAL OPERATING SUPPORT$5,000
PROVIDENCE REGINA HOUSE
8201 10TH AVE S STE 6SEATTLEWA98108PCGENERAL OPERATING SUPPORT - DECEMBER 2020$5,000
PROVIDENCE REGINA HOUSE
8201 10TH AVE S STE 6SEATTLEWA98108PCGENERAL OPERATING SUPPORT$5,000
PUGET SOUND VOYAGING SOCIETY
PO BOX 206NORDLANDWA98358PCGENERAL OPERATING SUPPORT$20,000
PUGET SOUND VOYAGING SOCIETY
PO BOX 206NORDLANDWA98358PCCOMMUNITY BOAT PROJECT$5,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET SUITE 107SEATTLEWA98109PCGENERAL OPERATING SUPPORT$30,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET SUITE 107SEATTLEWA98109PCTHE PUGET SOUND LEADERSHIP, CLEAN WATER REGULATION AND ENFORCEMENT PROJECT$65,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET SUITE 107SEATTLEWA98109PCPOLLUTION PREVENTION PROGRAM$7,500
PUREBLUE
1200 12 AVE SOUTH SUITE 1110SEATTLEWA98144PCTECHNOLOGY ADOPTION FOR PUGET SOUND RECOVERY$50,000
PUREBLUE
1200 12 AVE SOUTH SUITE 1110SEATTLEWA98144PCTECHNOLOGY ADOPTION FOR PUGET SOUND RECOVERY$35,000
PUYALLUP WATERSHED INITIATIVE
1208 S 10TH STREETTACOMAWA98405PCPUYALLUP WATERSHED INITIATIVE - 2020 OPERATING FUNDS$320,000
PUYALLUP WATERSHED INITIATIVE
1208 S 10TH STREETTACOMAWA98405PCPUYALLUP WATERSHED INITIATIVE - 2020 OPERATING FUNDS$320,000
R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
PO BOX 7119TACOMAWA98417PCEMERGENCY SUPPORT SERVICES FOR LOW-INCOME YOUNG ADULTS OF COLOR$7,500
R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
PO BOX 7119TACOMAWA98417PCGENERAL OPERATING SUPPORT$25,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE SSEATTLEWA98118PCGENERAL OPERATING SUPPORT$5,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE SSEATTLEWA98118PCGENERAL OPERATING SUPPORT$5,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE SSEATTLEWA98118PCGENERAL OPERATING SUPPORT - DECEMBER 2020$5,000
RE SOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STBELLINGHAMWA98225PCADDRESSING COVID-19 IMPACTS: EQUIPMENT NEEDS TO DELIVER ON SALISH SEA PROTECTION PRIORITIES$7,500
RE SOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STBELLINGHAMWA98225PCPROTECTING AND RESTORING THE CENTRAL SALISH SEA: A DYNAMIC MULTI-FACETED APPROACH$65,000
READ 718
420 ATLANTIC AVEBROOKLYNNY11217PC718 AFTER SCHOOL READING PROGRAM$1,000
RETHINK FOOD NYC INC
63 FLUSHING AVE BUILDING 58 SUITEBROOKLYNNY11205PCGENERAL OPERATING SUPPORT$5,0001B
RETHINK FOOD NYC INC
63 FLUSHING AVE BUILDING 58 SUITEBROOKLYNNY11205PCGENERAL OPERATING SUPPORT$15,0001B
ROADS OF SUCCESS
2896 HACIENDA DR PO BOX 944DUARTECA910102309PCGENERAL OPERATING SUPPORT$5,000
ROSALINDA CASTRO
821 S 16TH ST UNIT 3TACOMAWA98405ICLASS 8 FELLOWSHIP ROSALINDA CASTRO$1,200NONE
ROSALINDA CASTRO
821 S 16TH ST UNIT 3TACOMAWA98405ICLASS 8 FELLOWSHIP ROSALINDA CASTRO$1,200NONE
SARAH LUNA
2803 289TH ST SROYWA985809678ICLASS 8 FELLOWSHIP SARAH LUNA$1,200NONE
SARAH LUNA
2803 289TH ST SROYWA985809678ICLASS 8 FELLOWSHIP SARAH LUNA$1,200NONE
SEATTLE CHILDREN'S HOSPITAL
PO BOX 5371SEATTLEWA98145PCODESSA BROWN CHILDREN'S CLINIC$10,000
SEATTLE FOUNDATION
1601 5TH AVE SUITE 1900SEATTLEWA98101PCBIRDHILL FUND$101,250
SECOND CYCLE COMMUNITY BIKE SHOP
1205 MLK JR WAYTACOMAWA98405PCGENERAL OPERATING SUPPORT$5,000
SLOW FOOD U S A INC
155 WATER ST STE 5/6BROOKLYNNY11201PCROUND TWO OF NATIONAL RESILIENCE FUND$4,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE 5473RICHMONDCA94805PCSUPER LESS PLASTIC - 2020 WASHINGTON STATE PILOT$5,000
SOLID GROUND WASHINGTON
1501 NORTH 45TH STREETSEATTLEWA98103PCGENERAL OPERATING SUPPORT$10,000
SOUTH SOUND ESTUARY ASSOCIATION
PO BOX 2182OLYMPIAWA98507PCONLINE ESTUARINE EDUCATION$7,500
STEP BY STEP FAMILY SUPPORT CENTER
3303 8TH AVE SE APUYALLUPWA98372PCGENERAL OPERATING SUPPORT$5,000
STEP BY STEP FAMILY SUPPORT CENTER
3303 8TH AVE SE APUYALLUPWA98372PCGENERAL OPERATING SUPPORT$5,000
STEWARDSHIP PARTNERS
80 YESLER WAY SUITE 315SEATTLEWA981042562PCSTEWARDSHIP PARTNERS GENERAL OPERATING SUPPORT$85,000
STEWARDSHIP PARTNERS
80 YESLER WAY SUITE 315SEATTLEWA981042562PCGENERAL OPERATION SUPPORT$7,500
SUPREME XI AMARU EL-BEY
1937 S CUSHMAN AVETACOMAWA98405ICLASS 8 FELLOWSHIP SUPREME XI AMARU EL BEY$1,200NONE
SUPREME XI AMARU EL-BEY
1937 S CUSHMAN AVETACOMAWA98405ICLASS 8 FELLOWSHIP SUPREME XI AMARU EL BEY$1,200NONE
SUSTAINABLE AMBASSADORS (SUSTAINABLE SEATTLE FISCAL SPONSOR)
THE HUB 220 2ND AVE SOUTHSEATTLEWA98104PCGENERAL OPERATING SUPPORT$20,000
TACOMA COMMUNITY BOAT BUILDERS
4540 SOUTH ADAMSTACOMAWA98409PCGENERAL OPERATING SUPPORT$20,000
TACOMA COMMUNITY BOAT BUILDERS
4540 SOUTH ADAMSTACOMAWA98409PCGENERAL OPERATING$75,000
TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
4824 SOUTH TACOMA WAYTACOMAWA98409PCGENERAL OPERATING SUPPORT$7,500
TEWA WOMEN UNITED
PO BOX 397SANTA CRUZNM87567PCGENERAL OPERATING SUPPORT$5,000
THE COFFEE OASIS
837 4TH STREETBREMERTONWA98337PCSERRA HOUSE$25,000
THE COFFEE OASIS
837 4TH STREETBREMERTONWA98337PCCOFFEE OASIS PIERCE COUNTY-EDUCATION SUPPORT$7,500
THE COFFEE OASIS
837 4TH STREETBREMERTONWA98337PCGENERAL OPERATING SUPPORT$5,000
THE FOOD BASKET INC
40 HOLOMUA STHILOHI96720PCGENERAL OPERATING SUPPORT$3,000
THE FOOD BASKET INC
40 HOLOMUA STHILOHI96720PCGENERAL OPERATING SUPPORT$10,000
THE FOOD BASKET INC
40 HOLOMUA STHILOHI96720PCGENERAL OPERATING SUPPORT$10,000
THE FOODBANK AT ST MARYS
611 20TH AVE SSEATTLEWA98144PCGENERAL OPERATING SUPPORT$5,000
THE FOODBANK AT ST MARYS
611 20TH AVE SSEATTLEWA98144PCGENERAL OPERATING SUPPORT$5,000
THE FOODBANK AT ST MARYS
611 20TH AVE SSEATTLEWA98144PCGENERAL OPERATING SUPPORT - DECEMBER 2020$5,000
THE HAMAKUA YOUTH FOUNDATION INC
PO BOX 381HAMAKUAHI96727PCGENERAL OPERATING SUPPORT$5,000
THE KOHALA CENTER
PO BOX 437462KAMUELAHI96743PCFULL CALABASH FUND$5,000
THE MERWIN CONSERVANCY
455 KULIKE ROADHAIKUHI96708PCGENERAL OPERATING SUPPORT$25,000
THE REACH CENTER (FISCALLY SPONSORED BY TACOMA COMMUNITY HOUSE)
714 SOUTH 27TH STREETTACOMAWA98409PCTHE REACH CENTER/HOUSING 4 SUCCESS (H4S)$20,000
THE RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98401PCGENERAL OPERATING SUPPORT$50,000
THE RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98401PCGENERAL OPERATING SUPPORT - COVID19$10,000
THE RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98401PCGENERAL OPERATING SUPPORT$5,000
THE RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98401PCCOVID-19 SUPPORT - GENERAL OPERATING SUPPORT$5,000
THE RESCUE MISSION
425 SOUTH TACOMA WAYTACOMAWA98401PCGENERAL OPERATING SUPPORT$15,000
THE TRUST FOR PUBLIC LAND
901 5TH AVENUE SUITE 1520SEATTLEWA98164PCTACOMA GREEN SCHOOLYARDS$5,000
THE TRUST FOR PUBLIC LAND
901 5TH AVENUE SUITE 1520SEATTLEWA98164PCTACOMA GREEN SCHOOLYARDS$50,000
THURSTON COUNTY FOOD BANK
220 THURSTON AVE NEOLYMPIAWA985011138PCGENERAL OPERATING SUPPORT 2020$30,000
TREEHOUSE
2100 24TH AVENUE SOUTH 200SEATTLEWA98144PCGENERAL OPERATING SUPPORT$5,000
UNITED WAY OF PIERCE COUNTY
1501 PACIFIC 400TACOMAWA98401PCGENERAL OPERATING SUPPORT$200,000
UNITED WAY OF PIERCE COUNTY
1501 PACIFIC 400TACOMAWA98401PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY DISTRICT FOOD BANK
4731 15TH AVE NESEATTLEWA98105PCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY DISTRICT FOOD BANK
4731 15TH AVE NESEATTLEWA98105PCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY DISTRICT FOOD BANK
4731 15TH AVE NESEATTLEWA98105PCGENERAL OPERATING SUPPORT - DECEMBER 2020$5,000
UNIVERSITY OF WASHINGTON BOTANIC GARDENS
2300 ARBORETUM DRIVE ESEATTLEWA98112PCGENERAL OPERATING SUPPORT$20,000
UNIVERSITY OF WASHINGTON BOTANIC GARDENS
2300 ARBORETUM DRIVE ESEATTLEWA98112PCVIRTUAL FIELD TRIPS$7,500
UNIVERSITY OF WASHINGTON FOUNDATION - HARBORVIEW
BOX 351210 407 GERBERDING HALLSEATTLEWA98195PCCOVID-19 GENERAL OPERATING SUPPORT$25,000
UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE)
9010 453RD ST EASTEATONVILLEWA98328PCGENERAL OPERATING SUPPORT-MOUNT RAINIER INSTITUTE$40,000
UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE)
9010 453RD ST EASTEATONVILLEWA98328PCMOUNT RAINIER INSTITUTE$7,500
UW FOUNDATION
4101 15TH AVENUE NESEATTLEWA98105PCGENERAL OPERATING SUPPORT FOR UW RUPP$5,000
VANGUARD
PO BOX 9509WARWICKRI028899509PCRURIK FAMILY CHARITABLE FUND$101,250
VASHON NATURE CENTER
23509 LANDERS RD SWVASHONWA98070PCGENERAL OPERATING SUPPORT$20,000
VASHON NATURE CENTER
23509 LANDERS RD SWVASHONWA98070PCWORKING WITH SCHOOLS AND THE COMMUNITY TO GET KIDS OUTSIDE DURING COVID-19$6,000
WASHINGTON ASSOCIATION OF LAND TRUSTS
PO BOX 2001SEATTLEWA98111PCENHANCING WATERSHED PROTECTION THROUGH A CLEAN WATER INITIATIVE$20,000
WASHINGTON ASSOCIATION OF LAND TRUSTS
PO BOX 2001SEATTLEWA98111PCADVANCING ADVOCACY AND LOCAL NETWORKS FOR PUGET SOUND SHORELINE PROTECTION$17,500
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101PCPUGET SOUND PROTECTION AND RESTORATION$85,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101PCADAPTING WE ARE PUGET SOUND AND ORCAS LOVE RAINGARDENS FOR THE COVID-19 PANDEMIC$4,500
WASHINGTON FFA FOUNDATION
13211 109TH AVE CT EPUYALLUPWA98374PCGENERAL OPERATING SUPPORT$30,000
WENDY PANTOJA CASTILLO
7901 GOLDEN GIVEN RDTACOMAWA984041723ICLASS 8 FELLOWSHIP WENDY PANTOJA CASTILLO$1,200NONE
WENDY PANTOJA CASTILLO
7901 GOLDEN GIVEN RDTACOMAWA984041723ICLASS 8 FELLOWSHIP WENDY PANTOJA CASTILLO$1,200NONE
WESTERN ENVIRONMENTAL LAW CENTER
120 SHELTON MCMURPHEY BLVD SUITEEUGENEOR97401PCUSING THE LAW AND THE COURTS TO PROTECT PUGET SOUND$10,000340
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET MS 9034BELLINGHAMWA98225PCSEA DISCOVERY CENTER -- ANIMAL FOSTERING$7,500
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET MS 9034BELLINGHAMWA98225PCGENERAL OPERATING SUPPORT SEA DISCOVERY CENTER$25,000
WILD SOCIETY
PO BOX 816KINGSTONWA98346PCGENERAL OPERATING SUPPORT$20,000
WILD SOCIETY
PO BOX 816KINGSTONWA98346PCJUNIOR NATURALIST PROGRAM FALL 2020$4,500
WORLD RELIEF SEATTLE
841 CENTRAL AVE N SUITE C-106KENTWA98032PCLEVERAGING TECHNOLOGY TO CREATE VIRTUAL ENVIRONMENTAL LEARNING OPPORTUNITIES FOR REFUGEE YOUTH$7,500
YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP
909 4TH AVESEATTLEWA98104PCYMCA EARTH SERVICE CORPS VIRTUAL PROGRAM$7,500
YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP
910 4TH AVESEATTLEWA98105PCYMCA EARTH SERVICE CORPS$35,000
YMCA OF PIERCE AND KITSAP COUNTIES
1614 S MILDRED ST STE 1TACOMAWA98465PCOUTDOOR ENVIRONMENTAL EDUCATION AT YMCA CAMP SEYMOUR$25,000
YOUNG WOMEN EMPOWERED (Y-WE)
2524 16TH AVE S SUITE 301SEATTLEWA98144PCY-WE COVID-19 WELLNESS RESPONSE: SOCIAL WORK, COUNSELING AND COACHING$7,500
YOUTH OUTSIDE
436 14TH ST SUITE 1209OAKLANDCA94612PCEMPLOYEE MATCHING GIFT 2020$100
YOUTH WITH A MISSION
20131 FM 16LINDALETX75771PCGAA GENERAL OPERATING SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,369,825TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFRICATOWN COMMUNITY LAND TRUST
1437 S JACKSON SUITE 100SEATTLEWA98144PCEMPLOYEE MATCHING GIFT$27
AMERICAN LEADERSHIP FORUM
1119 PACIFIC AVENUE SUITE 801TACOMAWA98402PCEMPLOYEE MATCHING GIFT$600
BAINBRIDGE ARTISAN RESOURCE NETWORK
8890 THREE TREE LN NEBAINBRIDGE ISLANDWA981105116PCEMPLOYEE MATCHING GIFT$25
CENTRAL KITSAP FOOD BANK
3537 NW ANDERSON HILL RDSILVERDALEWA98383PCEMPLOYEE MATCHING GIFT$100
CHAPEL HILL PRESBYTERIAN CHURCH
PO BOX 829GIG HARBORWA98335PCEMPLOYEE MATCHING GIFT$4,400
CITIZENS FOR A HEALTHY BAY
535 DOCK STR STE 213TACOMAWA98402PCEMPLOYEE MATCHING GIFT$355
CITIZENS FOR A HEALTHY BAY
535 DOCK STR STE 213TACOMAWA98402PCEMPLOYEE MATCHING GIFT$507
FOUNDATION FOR TACOMA STUDENTS
919 SOUTH 9TH STREETTACOMAWA98405PCGENERAL OPERATING SUPPORT & COLLEGE COMPLETION$20,000
HILLTOP ACTION COALITION
1116 EARNEST S BRAZILL STTACOMAWA984054022PCHILLTOP STORIES, VISUAL AND AUDIO REFLECTIONS$1,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCEMPLOYEE MATCHING GIFT$1,050
KING CONSERVATION DISTRICT
800 SW 39TH STREET SUITE 150RENTONWA98057GOVSUSTAINING CAUCUS ACTIVITIES FOR PUGET SOUND DURING COVID 19 HARDSHIP$7,500
KITSAP COMMUNITY AND AGRICULTURAL ALLIANCE
PO BOX 6004BREMERTONWA983120626PCEMPLOYEE MATCHING GIFT$25
KITSAP COMMUNITY FOUNDATION
PO BOX 3670SILVERDALEWA98383PCUNITY IN THE COMMUNITY COVID-19 RESPONSE FUND$100
KITSAP HARVEST FS BY KITSAP COMMUNITY FOUNDATION
9657 LEVIN RD NW STE 220SILVERDALEWA98383PCKITSAP HARVEST EMPLOYEE MATCHING GIFT$25
KITSAP HUMANE SOCIETY
9167 DICKEY RD NWSILVERDALEWA98383PCEMPLOYEE MATCHING GIFT$50
KITSAP HUMANE SOCIETY
9167 DICKEY RD NWSILVERDALEWA98383PCEMPLOYEE MATCHING GIFT$512
KITSAP IMMIGRANT ASSISTANCE CENTER
PO BOX 1276BREMERTONWA98337PCEMPLOYEE MATCHING GIFT$600
KITSAP PRIDE NETWORK
PO BOX 787BREMERTONWA98337PCEMPLOYEE MATCHING GIFT$100
KITSAP REGIONAL LIBRARY FOUNDATION
1301 SYLVAN WAYBREMERTONWA98310PCEMPLOYEE MATCHING GIFT$600
LIGHTHOUSE STOREHOUSE FOOD CENTER
6202 20TH ST EFIFEWA98424PCGENERAL OPERATING SUPPORT$5,000
NATIONAL WILDLIFE FEDERATION - SEATTLE OFFICE
100 WEST HARRISON ST SOUTH TOWERSEATTLEWA98109PCWATER-WISE HABITAT STEWARDS TRAININGS & DEMONSTRATION HABITATS: EDUCATION, INSPIRATION, & ACTION$25,000SUITE 410
OCEANS INITIATIVE
117 E LOUISA STREET 135SEATTLEWA98102PCGENERAL OPERATING SUPPORT - MULTI-YEAR$40,000
OLIVE CREST
2130 E FOURTH ST STE 200SANTA ANACA92705PCHAIR CARE FOR ALL - OLIVE CREST SOUTH SOUND$1,000
RAINBOW CENTER
2215 PACIFIC AVETACOMAWA98407PCEMPLOYEE MATCHING GIFT$1,453
SEATTLE ECONOMIC DEVELOPMENT FUND DBA BUSINESS IMPACT NW
1437 S JACKSON STSEATTLEWA98144PCTECHNICAL ASSISTANCE FOR PIERCE COUNTY WORK$100,000
SECOND CYCLE COMMUNITY BIKE SHOP
1205 MLK JR WAYTACOMAWA98405PCGENERAL OPERATING SUPPORT$592
SOCIAL GOOD FUND
12651 SAN PABLO AVE 5473RICHMONDCA94805PCIKKATSU PROJECT - EMPLOYEE MATCHING GIFT$262
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCEMPLOYEE MATCHING GIFTS$622
ST CHARLES BORROMEO PARISH
7112 SOUTH 12TH STREETTACOMAWA98465PCEMPLOYEE MATCHING GIFT$600
TACOMA URBAN LEAGUE
2550 SOUTH YAKIMA AVENUETACOMAWA98405PCEMPLOYEE MATCHING GIFT$500
THE REACH CENTER (FISCALLY SPONSORED BY TACOMA COMMUNITY HOUSE)
714 SOUTH 27TH STREETTACOMAWA98409PCTHE REACH CENTER/HOUSING 4 SUCCESS (H4S)$20,000
URBAN GRACE CHURCH
902 MARKET STREETTACOMAWA98402PCEMPLOYEE MATCHING GIFT$3,547
WASHINGTON ASSOCIATION OF LAND TRUSTS
PO BOX 2001SEATTLEWA98111PCENHANCING WATERSHED PROTECTION THROUGH A CLEAN WATER INITIATIVE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$256,152TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,608ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,439,061ExclusionAmt
Related Or Exempt Function Incm$62,895RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,618,313ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
INCOME/LOSS FROM NON K-1 INVESTMENTS18$164,390
LITIGATION SETTLEMENT INCOME14$1,451
CREDIT CARD REWARDS01$2,996
INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS18$605,736

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,879,555ExclusionAmt
Related Or Exempt Function Incm$62,895RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,942,450TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementMUNICIPAL BOND 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$85,459Amt
Net Investment Income$7,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$83,863DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
OXBOW FARM & CONSERVATION CENTER
10819 CARNATION-DUVALL ROAD NECARNATIONWA980142020-09-10$6,000GARDEN BUDDIES 2.0.$6,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/1/21 (FINAL)
THE BULLITT FOUNDATION (ACTING AS FISCAL SPONSOR FOR THE EMERALD ALLIANCE)
1501 EAST MADISON STREET SUITE 600SEATTLEWA981222019-06-12$30,000ENABLING THE EMERALD ALLIANCE TO HELP BUILD DIVERSITY, EQUITY AND INCLUSION INTO ENVIRONMENTAL ORGANIZATIONS ACROSS PUGET SOUND; A) PRODUCE A PROGRAM CURRICULUM AND MARKETING MATERIALS; B) PRODUCE DEI MATERIALS SPECIFIC TO THE EMERALD ALLIANCE; C) RECRUIT PARTICIPANTS FOR THE FIRST COHORT OF THE TRAINING PROGRAM; D) RECRUIT MEMBERS OF THE COMMUNITY REVIEW COMMITTEE; E) PRODUCE AND BEGIN IMPLEMENTING PROGRAM FUNDING STRATEGY.$30,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.1/16/20, 11/2/20 (FINAL)
OXBOW FARM & CONSERVATION CENTER
10819 CARNATION-DUVALL ROAD NECARNATIONWA980142020-03-31$30,000CREATING THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS.$30,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/1/21 (FINAL)
OXBOW FARM & CONSERVATION CENTER
10819 CARNATION-DUVALL ROAD NECARNATIONWA980142019-02-12$30,000EDUCATING THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS.$30,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/5/20, 5/29,20 (FINAL)

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSELF DEALINGIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-B, LINE 1AFormAndLineReferenceDesc
Medium Explanation(3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A BOARD OFFICER. 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).MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC SER B NOTE$450,081$450,081
AMGEN INC NOTE CALL MAKE WHOLE$440,596$440,596
APPLE INC NOTE CALL MAKE WHOLE$445,255$445,255
AT&T INC NOTE CALL MAKE WHOLE$445,144$445,144
BANK NEW YORK MELLON CORP SER J MTN$296,804$296,804
BANK NEW YORK MELLON CORP SER SERIES I$291,291$291,291
BANK OF AMERICA CORP SER M MTN$511,996$511,996
BUNGE LTD FIN CORP NOTE CALL MAKE WHOLE$456,811$456,811
CALVERT BOND FUND CLASS I$622,068$622,068
CALVERT INCOME FUND CLASS I$946,794$946,794
CALVERT LONG TERM INCOME FUND CL I$262,511$262,511
CITIGROUP INC NOTE CALL MAKE WHOLE$457,369$457,369
COMCAST CORP NEW NOTE CALL MAKE WHOLE$227,981$227,981
COMMUNITY CAPITAL TRUST$875,184$875,184
CVS HEALTH CORP NOTE CALL MAKE WHOLE$506,277$506,277
DEERE JOHN CAP CORP SER F MTN$446,447$446,447
DISNEY WALT CO NOTE CALL MAKE WHOLE$459,147$459,147
DOMINI IMPACT BOND INVESTOR$439,365$439,365
EUROPEAN INVESTMENT BANK NOTE$1,055,730$1,055,730
HEALTHPEACK PROPERTIES INC NOTE$238,200$238,200
INTER AMERNICAN DEVELOPMENT BANK$1,122,572$1,122,572
INTER-AMERICAN DEV BK SER 670 MTN$1,168,080$1,168,080
INTERNATIONAL BANK FOR REC &DEV NOTE$170,467$170,467
INTERNATIONAL BANK FOR REC &DEV NOTE$1,313,071$1,313,071
INTERNATIONAL BK FOR RECON&DEV NOTE$238,973$238,973
INTERNATIONAL BK FOR RECON&DEV SER 100225$1,755,880$1,755,880
INTERNATIONAL BK FOR RECON&DEV SER 11529$1,449,050$1,449,050
MANULIFE FINL CORP NOTE$460,326$460,326
MEDTRONIC INC NOTE CALL MAKE WHOLE$153,743$153,743
METLIFE INC NOTE CALL MAKE WHOLE$512,171$512,171
PEPSICO INC NOTE CALL MAKE WHOLE$515,906$515,906
PRAXAIR INC NOTE MAKE WHOLE$229,178$229,178
RBC BLUEBAY GLOBAL HIGH YIELD BOND CL I(RGHYX)$2,789,370$2,789,370
STEWARD SELECT BOND INSTITUTIONAL$479,268$479,268
TIAA-CREF SOCIAL CHOICE BOND INSTL$919,398$919,398
TOUCHSTONE IMPACT BOND FUND CLASS I$529,657$529,657
UNITED PARCEL SERVICE INC$447,059$447,059

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APERIO GROUP (MANAGED GROUP)$29,703,551$29,703,551
CALVERT EMERGING MARKETS EQUITY CI I$6,204,878$6,204,878
FOREFRONT ANALYTICS (MANAGED GROUP)$4,996,285$4,996,285

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,878,243StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,878,243StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (27 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACM FUND II, LLCFMV$664,543$664,543
ACM PERMANENT CROPS, LLCFMV$1,325,716$1,325,716
AKO GLOBALFMV$6,660,516$6,660,516
ARDSLEY PARTNERS RENEWABLE ENERGY FUND, LPFMV$5,395,705$5,395,705
ECOTRUST FORESTS II, LLCFMV$1,473,119$1,473,119
ECOTRUST FORESTS III, LLCFMV$105,641$105,641
FORTERRA STRONG COMMUNITIES FUNDFMV$211,133$211,133
FOUNDERS' CO-OP FUND IV, LPFMV$713,634$713,634
FUNDSMITH SUSTAINABLE EQUITY FUNDFMV$21,537,067$21,537,067
GENERATION IM GLOBALFMV$22,367,849$22,367,849
GLOBAL IMPACT ACCESS PARTNERSHIPFMV$3,190,746$3,190,746
GREENSPRING OPPORTUNITIES FUNDFMV$1,914,943$1,914,943
KAYNE ANDERSON ENERGY FUND IV (QP), LPFMV$35,871$35,871
MULT-INSIGHT SOLUTIONFMV$711,212$711,212
ORGANICALLY GROWN COMPANYFMV$500,000$500,000
OWNERSHIP CAPITAL GLOBAL EQUITYFMV$5,326,754$5,326,754
PMF INTEGRO FUND I LPFMV$470,059$470,059
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE), LPFMV$220,667$220,667
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VII LPFMV$2,265,421$2,265,421
PORTFOLIO ADVISORS SECONDARY FUND (OFFSHORE), LPFMV$274,857$274,857
RAHPF IV REIT, LPFMV$1,501,969$1,501,969
SOSV III LPFMV$1,783,763$1,783,763
SOSV IV LPFMV$1,038,274$1,038,274
SQUADRON ASIA PACIFIC FUND (OFFSHORE), LPFMV$266,358$266,358
THE LYME FOREST FUND IV TE LPFMV$973,502$973,502
THE SILCHESTER INT'L INVESTORS INT'L VALUE EQUITY TRUSTFMV$8,515,989$8,515,989
WASTEWATER OPPORTUNITY FUND LLCFMV$894,284$894,284

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,165LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,055DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INCOME RECEIVABLE$226,687$159,205$159,205
UNAMORTIZED LOAN FEES$3,247$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$57,045$0$57,045
EVENTS$94,426$0$94,426
HONORARIUMS$2,875$0$2,700
INSURANCE$20,067$0$20,067
MISCELLANEOUS$6,373$0$6,371
OFFICE SUPPLIES$1,688$0$1,688
POSTAGE$554$0$554
REPAIR$48,747$0$47,747
SERVICE CHARGES$9,128$0$9,128
STAFF RECOGNITION$13,233$0$13,233
INVESTMENT FEES FROM PASS THROUGH INVESTMENTS - K1$414,178$650,886$0
INVESTMENT FEES FROM PASS THROUGH INVESTMENTS - NON-K1$156,033$156,033$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME/LOSS FROM NON K-1 INVESTMENTS$164,390$164,390$164,390
LITIGATION SETTLEMENT INCOME$1,451$1,451$1,451
CREDIT CARD REWARDS$2,996$2,996
INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS$605,736$4,101$605,736

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$17,379,048Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAXDesc
BOY Book Value$338,000BOYBookValueAmt
EOY Book Value$374,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT LABOR$260,402$0$255,911
GRANT CONSULTING$557,585$0$551,778
INVESTMENT MANAGEMENT FEES$637,953$637,953$0
PAYROLL SERVICE FEES$10,654$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$217,594$0$0
FOREIGN TAXES$50$73,764$0
PERSONAL PROPERTY TAX$620$0$620
STATE TAXES$410$0$0