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MEDINA FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MEDINA FOUNDATION (EIN 91-0745225)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-04
IRS object ID
201931559349100023
Schema version
2018v3.1
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)
Return2019-06-04T17:33:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 ST SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN910745225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDINA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEDIBusinessNameControlTxt
Phone2066528780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 SECOND AVENUE NO 1300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER TEUNONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2066528780PhoneNum
Signature2019-05-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2019-05-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-28IPDt
IP Tm14:08:03IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id34ECCA78341D8B8D7E8B6AB13B613DC0088E1F3DAtSubmissionCreationDeviceId
At Submission Filing Device IdE916B56A7DACA32809615C1BD30E129B9BAF2457AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,711,675FMVAssetsEOYAmt
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$16,180InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,180InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,502,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,270,873DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,555,538NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,245,937GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,555,538CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$771OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$771OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,075,386TotalRevAndExpnssAmt
Total Net Invst Incm$4,843,362TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$188,656CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,866CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$165,824CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$288,738OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$288,738OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$113,462PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,673PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$106,985PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$877LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$877LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,956AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,991AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$24,485AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$266,232OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$231,740OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,748OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,173TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$50,774TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,155TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$31,894TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$9,694PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$9,463PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,041OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$677OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60,260OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,067,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$274,102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$712,274TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,658,213ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,715,213ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,725,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$274,102TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,427,487TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$349,570ExcessRevenueOverExpensesAmt
Net Investment Income$4,569,260NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$393,463CashBOYAmt
Cash EOY$218,711CashEOYAmt
Cash EOYFMV$218,711CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,166,031SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,020,941SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,020,941SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$15,989PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,014PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,014PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$7,504,449USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,760,824USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,760,824USGovtObligationsEOYFMVAmt
Corporate Stock BOY$67,849,088CorporateStockBOYAmt
Corporate Stock EOY$58,250,183CorporateStockEOYAmt
Corporate Stock EOYFMV$58,250,183CorporateStockEOYFMVAmt
Corporate Bonds BOY$13,657,545CorporateBondsBOYAmt
Corporate Bonds EOY$13,547,130CorporateBondsEOYAmt
Corporate Bonds EOYFMV$13,547,130CorporateBondsEOYFMVAmt
Other Investments BOY$5,589,118OtherInvestmentsBOYAmt
Other Investments EOY$2,895,772OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,895,772OtherInvestmentsEOYFMVAmt
Other Assets BOY$13,875OtherAssetsBOYAmt
Other Assets EOY$15,100OtherAssetsEOYAmt
Other Assets EOYFMV$15,100OtherAssetsEOYFMVAmt
Total Assets BOY$97,189,558TotalAssetsBOYAmt
Total Assets EOY$86,711,675TotalAssetsEOYAmt
Total Assets EOYFMV$86,711,675TotalAssetsEOYFMVAmt
Accounts Payable BOY$25,998AccountsPayableBOYAmt
Accounts Payable EOY$44,260AccountsPayableEOYAmt
Grants Payable BOY$302,000GrantsPayableBOYAmt
Grants Payable EOY$245,000GrantsPayableEOYAmt
Total Liabilities BOY$327,998TotalLiabilitiesBOYAmt
Total Liabilities EOY$289,260TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$96,861,560UnrestrictedBOYAmt
Unrestricted EOY$86,422,415UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$96,861,560TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$86,422,415TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,189,558TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,711,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,861,560TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$349,570ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$97,211,130SubtotalAmt
Other Decreases$10,788,715OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$86,422,415TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$28,206,341$25,657,471$2,548,870$2,548,870
CLASS ACTION SETTLEMENT$179$179$179P
GAM LTD PARTNERSHIP DIVERSITY FD U.S.$39,417$32,928$6,489$6,489P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,555,538CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,552,683AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$92,088,995NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049438DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,471,515AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$87,240,788NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051255DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,632,232AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$92,664,226NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049989DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,454,285AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$95,471,572NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046656DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,427,704AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$92,193,101NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048026DistributionYr5Rt
Total Distribution0.245364TotalDistributionRt
Average Distribution0.049073AverageDistributionRt
Net Vl Noncharitable Assets$93,070,133NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,567,231AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45,693NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,612,924AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,427,487QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$91,385InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$91,385SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$91,385TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$89,500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$129,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$38,115OverpaymentAmt
Applied To ES Tax$38,115AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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.MEDINAFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJENNIFER TEUNONIndividualWithBooksNm
Phone2066528780PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 SECOND AVENUE SUITE 1300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
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 IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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
JENNIFER TEUNON
801 SECOND AVENUE SUITE 1300SEATTLEWA98104EXECUTIVE DIRECTOR40.00$188,656$26,069$0
GAIL GANT
801 SECOND AVENUE SUITE 1300SEATTLEWA98104PRESIDENT5.00$0$0$0
JILL GARDNER
801 SECOND AVENUE SUITE 1300SEATTLEWA98104VICE PRESIDENT5.00$0$0$0
JEAN GARDNER
801 SECOND AVENUE SUITE 1300SEATTLEWA98104TREASURER5.00$0$0$0
ELIZABETH WILLIAMS
801 SECOND AVENUE SUITE 1300SEATTLEWA98104SECRETARY5.00$0$0$0
EDELVEIS CLAPP
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
MARGARET CLAPP
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
MATTHEW N CLAPP JR
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
TAMSIN CLAPP
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
STEPHEN GANT
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
PATRICIA HENRY
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
PIPER HENRY KELLER
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
MARION CLAPP RAWLINSON
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0
KATE WILLIAMS
801 SECOND AVENUE SUITE 1300SEATTLEWA98104DIRECTOR2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
AANA LAUCKHART
801 SECOND AVE SUITE 1300SEATTLEWA98104PROGRAM OFFICER40.00$116,978$19,212$0
JESSICA CASE
801 SECOND AVE SUITE 1300SEATTLEWA98104PROGRAM OFFICER40.00$113,066$18,108$0
ALEXIA CAMERON
801 SECOND AVE SUITE 1300SEATTLEWA98104GRANTS ADMINISTRATOR30.00$54,730$12,721$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
LAIRD NORTON WEALTH MANAGEMENT
801 2ND AVE SUITE 1600SEATTLEWA98104INVESTMENT MANAGEMENT$131,408
GOLDMAN SACHS
719 2ND AVE SUITE 1300SEATTLEWA98104INVESTMENT MANAGEMENT$105,232
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$89,604,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,777,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,104,708FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$94,487,445TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$94,487,445AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,417,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$93,070,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,653,507MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,653,507MinimumInvestmentReturnAmt
Tax Based On Investment Income$91,385TaxBasedOnInvestmentIncomeAmt
Total Tax$91,385TotalTaxAmt
Distributable Before Adj$4,562,122DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,562,122DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,562,122DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,427,487ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,427,487QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,427,487AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,562,122DistributableAsAdjustedAmt
Undistributed Income PY$4,240,428UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,427,487QualifyingDistributionsAmt
Applied To Year1$4,240,428AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,059AppliedToCurrentYearAmt
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$4,375,063UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAANA LAUCKHARTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1801 SECOND AVENUE SUITE 1300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2066528783RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENT 14 AND WWW.MEDINAFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNO APPLICATION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 14 AND WWW.MEDINAFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (218 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
501 COMMONS
1200 12TH AVE S SUITE 1101SEATTLEWA98144NONEPC: 509 (A)(1) OR (APATHWAYS PROJECT$5,000
501 COMMONS
1200 12TH AVE S SUITE 1101SEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
ABUSED DEAF WOMEN'S ADVOCACY SERVICES
8623 ROOSEVELT WAY NESEATTLEWA98115NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
ALLIANCE FOR A BETTER COMMUNITY
PO BOX 821RAYMONDWA98577NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$5,000
ALLIANCE FOR EDUCATION
509 OLIVE WAY 500SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - WHITMAN MIDDLE SCHOOL MUSIC PROGRAM$35
ALTERNATIVES TO HUNGER DBA BELLINGHAM FOOD BANK
1824 ELLIS STREETBELLINGHAMWA98225NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
AMARA
5907 MLK JR WAY SSEATTLEWA98118NONEPC: 509 (A)(1) OR (ACOMMUNITY ENGAGEMENT PROCESS$10,000
AMARA
5907 MLK JR WAY SSEATTLEWA98118NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
AMARA
5907 MLK JR WAY SSEATTLEWA98118NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
AMERICA SCORES SEATTLE
2450 6TH AVE S SUITE 203SEATTLEWA98134NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
ANACORTES FAMILY CENTER
2702 COMMERCIAL AVEANACORTESWA98221NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
API CHAYA
PO BOX 14047SEATTLEWA98114NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA981061348NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
ASSISTANCE LEAGUE OF BELLINGHAM
PO BOX 2998BELLINGHAMWA982272998NONEPC: 509 (A)(1) OR (AOPERATION SCHOOL BELL$10,000
ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY
901 S 13TH STTACOMAWA984055021NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
BAY CENTER FOOD BANK
PO BOX 420BAY CENTERWA98527NONEPC: 509 (A)(1) OR (ABAY CENTER FOOD BANK BUILDING$27,604
BEYOND SURVIVAL
120 W FIRST STREETABERDEENWA98520NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
BOOK-IT REPERTORY THEATRE
305 HARRISON STSEATTLEWA98109NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$300
BOOK-IT REPERTORY THEATRE
305 HARRISON STSEATTLEWA98109NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$200
BOOK-IT REPERTORY THEATRE
305 HARRISON STSEATTLEWA98109NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$31
BOYS & GIRLS CLUB OF THE LONG BEACH PENINSULA
PO BOX 1172LONG BEACHWA98631NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
BOYS & GIRLS CLUBS OF BELLEVUE
209 100TH AVE NEBELLEVUEWA98004NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
BOYS & GIRLS CLUBS OF KING COUNTY
603 STEWART ST STE 300SEATTLEWA98101NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$40,000
BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY
9502 - 19TH AVE SE SUITE FEVERETTWA98208NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
BOYS & GIRLS CLUBS OF THURSTON COUNTY
2424 HERITAGE COURT SW SUITE 301OLYMPIAWA98502NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
BRIGID COLLINS FAMILY SUPPORT CENTER
1231 N GARDEN ST STE 200BELLINGHAMWA98225NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
BYRD BARR PLACE (FORMERLY CENTERSTONE)
722 18TH AVESEATTLEWA98122NONEI: INDIVIDUALNONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP$3,750
CASA LATINA
317 - 17TH AVENUE SSEATTLEWA98144NONEI: INDIVIDUALNONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP$3,750
CATHERINE PLACE
923 SOUTH 8TH STREETTACOMAWA98405NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$13,500
CCS - ASSET PROGRAM
CCS HEADQUARTERS 100 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (AASSET PROGRAM$15,000
CCS - BENEDICT HOUSE
CCS - BENEDICT HOUSE 250 SOUTHBREMERTONWA98312NONEPC: 509 (A)(1) OR (ABENEDICT HOUSE$25,000CAMBRIAN AVENUE
CCS - DREXEL HOUSE
CCS SW HEADQUARTERS 1323 SOUTHTACOMAWA98405NONEPC: 509 (A)(1) OR (ADREXEL HOUSE$25,000YAKIMA AVE
CCS - FAMILY HOUSING NETWORK
5050 SOUTH TACOMA WAYTACOMAWA98409NONEPC: 509 (A)(1) OR (AFAMILY HOUSING NETWORK$25,000
CCS - FEED THE HUNGRY
PO BOX 1734ABERDEENWA98520NONEPC: 509 (A)(1) OR (AFEED THE HUNGRY$8,000
CCS - GRAYS HARBOR YOUTH CENTER
PO BOX 1734ABERDEENWA98520NONEPC: 509 (A)(1) OR (AGRAYS HARBOR YOUTH SHELTER$10,000
CCS - HOMEARISEREACH OUT
CCS HEADQUARTERS 100 - 23RD AVE SSEATTLEWA981442302NONEPC: 509 (A)(1) OR (AHOME/ARISE/REACH OUT (SOUTH KC SHELTER SYSTEM)$15,000
CCS - HOPE HOUSE
1133 RAILROAD AVE STE 100BELLINGHAMWA98225NONEPC: 509 (A)(1) OR (AHOPE HOUSE$10,000
CCS - KATHERINE'S HOUSE & RITA'S HOUSE
CCS HEADQUARTERS 100 - 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (AKATHERINE'S HOUSE & RITA'S HOUSE$20,000
CCS - NATIVITY HOUSE
CCS SW HEADQUARTERS 1323 S YAKIMATACOMAWA98405NONEPC: 509 (A)(1) OR (ANATIVITY HOUSE$30,000AVE
CCS - SACRED HEART SHELTER
232 WARREN AVENUE NSEATTLEWA98109NONEPC: 509 (A)(1) OR (ASACRED HEART SHELTER$20,000
CCS - SPIRIT JOURNEY
100 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (ASPIRIT JOURNEY$10,000
CCS - ST MARTIN DE PORRES SHELTER
1561 ALASKAN WAY SSEATTLEWA98134NONEPC: 509 (A)(1) OR (AST. MARTIN DE PORRES SHELTER$20,000
CCS - THE COMMUNITY KITCHEN
PO BOX 1104OLYMPIAWA985071104NONEPC: 509 (A)(1) OR (ACOMMUNITY KITCHEN$7,000
CCS - YOUTH TUTORING PROGRAM
CCS HEADQUARTERS 100 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (AYOUTH TUTORING PROGRAM$20,000
CHIEF SEATTLE CLUB
410 SECOND AVENUE EXTENSION SOUTHSEATTLEWA98104NONEPC: 509 (A)(1) OR (AGENERAL OPERATING & CAPITAL CAMPAIGN$10,000
CHIEF SEATTLE CLUB
410 SECOND AVENUE EXTENSION SOUTHSEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$250
CHILDHAVEN
316 BROADWAYSEATTLEWA981225325NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
CHILDREN'S MUSEUM OF TACOMA
1501 PACIFIC AVENUE SUITE 202TACOMAWA98402NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$100
CHILDREN'S THERAPY CENTER
10811 SE KENT KANGLEY ROADKENTWA98030NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
CHILDSTRIVE
14 EAST CASINO ROAD AEVERETTWA98208NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
CHS - NOEL HOUSE
100 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (ANOEL HOUSE$25,000
CHS - ROSE OF LIMA
100 23RD AVE SSEATTLEWA98144NONEPC: 509 (A)(1) OR (AROSE OF LIMA$10,000
CITY YEAR INC
2203 - 23RD AVE S SUITE 101SEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
COALITION ENDING GENDER-BASED VIOLENCE
1419 S JACKSON 103SEATTLEWA98144NONEPC: 509 (A)(1) OR (ACOORDINATED KING COUNTY DOMESTIC VIOLENCE HELPLINE$25,000
COCOON HOUSE
2929 PINE STEVERETTWA98201NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$45,000
COLLEGE ACCESS NOW
3211 MARTIN LUTHER KING JR WAYSEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000SOUTH SUITE A
COLLEGE SUCCESS FOUNDATION
15500 SE 30TH PL SUITE 200BELLEVUEWA98007NONEPC: 509 (A)(1) OR (ACOLLEGE READINESS SERVICES IN PIERCE, CLALLAM AND KITSAP COUNTIES$25,000
COMMUNITY ACTION OF SKAGIT COUNTY
330 PACIFIC PLACEMOUNT VERNONWA98273NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
CONFEDERATED LOWER CHINOOK TRIBES AND BANDS
POST OFFICE BOX 368BAY CENTERWA98527NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
CONGREGATIONS FOR THE HOMELESS
515 116TH AVE NE STE 150BELLEVUEWA98004NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
COYOTE FOUNDATION (JEFFERSON TEEN CENTER)
PO BOX 126PORT HADLOCKWA98339NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$5,000
CROSSROADS HOUSING
PO BOX 1777SHELTONWA98584NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
DENISE LOUIE EDUCATION CENTER
1930 SIXTH AVENUE SOUTH SUITE 401SEATTLEWA98134NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY100015004NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$100
DOMESTIC VIOLENCE & SEXUAL ASSAULT SERVICES OF WHATCOM COUNTY
1407 COMMERCIAL STBELLINGHAMWA98225NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$45,000
DOMESTIC VIOLENCE SERVICES OF SNOHOMISH COUNTY
PO BOX 7EVERETTWA982060007NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
DONORSCHOOSEORG
134 WEST 37TH STREET FLOOR 11NEW YORKNY10018NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$125
DOVE HOUSE ADVOCACY SERVICES
1045 10TH STREETPORT TOWNSENDWA98368NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
DOWNTOWN EMERGENCY SERVICE CENTER (DESC)
515 - 3RD AVESEATTLEWA98104NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$75,000
EARTHHEART FOUNDATION
PO BOX 146337CHICAGOIL60614NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118NONEPC: 509 (A)(1) OR (AGENERAL OPERATIONS$15,000
EASTSIDE ACADEMY
1717 BELLEVUE WAY NEBELLEVUEWA98004NONEPC: 509 (A)(1) OR (AGENERAL OPERATING EXPENSES$30,000
ECONOMIC OPPORTUNITY INSTITUTE
603 STEWART STREET SUITE 715SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$150
EMERGENCY FOOD NETWORK OF TACOMA-PIERCE COUNTY
3318 92ND ST SOUTHLAKEWOODWA98499NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
ENCOMPASS
1407 BOALCH AVE NWNORTH BENDWA98045NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
EVERGREEN STATE COLLEGE FOUNDATION
2700 EVERGREEN PARKWAY NW LIBRARYOLYMPIAWA98505NONEPC: 509 (A)(1) OR (AGATEWAYS FOR INCARCERATED YOUTH$15,0003122
EXODUS HOUSING
PO BOX 1006SUMNERWA98390NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
FAMILY EDUCATION AND SUPPORT SERVICES
1202 BLACK LAKE BLVD SUITE BOLYMPIAWA98502NONEI: INDIVIDUALNONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP$3,750
FAMILY PROMISE OF GRAYS HARBOR
PO BOX 1474 N/AABERDEENWA98520NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$5,000
FAMILYWORKS
1501 N 45TH STREETSEATTLEWA98103NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
FAMILYWORKS
1501 N 45TH STREETSEATTLEWA98103NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - FOOD BANK$52
FARESTART
700 VIRGINIA AVENUESEATTLEWA98101NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$40,000
FIRST STEP FAMILY SUPPORT CENTER
PO BOX 249 323 E 6TH STPORT ANGELESWA98362NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC
PO BOX 654FLORENCEAZ85232NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
FOUNDATION FOR TACOMA STUDENTS
919 SOUTH J STREETTACOMAWA98405NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
FREMONT ABBEY ARTS CENTER
4272 FREMONT AVE NSEATTLEWA98103NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$100
FRIENDS OF YOUTH
13116 NE 132ND STREETKIRKLANDWA98034NONEPC: 509 (A)(1) OR (AHOST HOMES$15,000
FRIENDS OF YOUTH
13116 NE 132ND STREETKIRKLANDWA98034NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
GARDEN RAISED BOUNTY (GRUB)
2016 ELLIOTT AVE NWOLYMPIAWA98502NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L ST STE 650WASHINGTONDC20005NONEPC: 509 (A)(1) OR (A2018 MEMBERSHIP DUES$1,920
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L ST STE 650WASHINGTONDC20005NONEPC: 509 (A)(1) OR (A2019 CONFERENCE SPONSORSHIP$10,000
GRAYS HARBOR YOUTH WORKS
PO BOX 1786OCEAN SHORESWA98569NONEPC: 509 (A)(1) OR (ACAPACITY BUILDING$20,000
GRAYS HARBOR YOUTH WORKS
PO BOX 1786OCEAN SHORESWA98569NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$7,500
GREATER LAKES MENTAL HEALTHCARE
9330 59TH AVE SWLAKEWOODWA98499NONEPC: 509 (A)(1) OR (AEMERGENCY NEEDS FUND$25,000
HAND IN HAND
14 EAST CASINO ROAD SUITE EEVERETTWA98208NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
HELPING HAND HOUSE
4321 2ND STREET SWPUYALLUPWA98373NONEPC: 509 (A)(1) OR (AGENERAL OPERATING SUPPORT$25,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829 TACOMATACOMAWA98417NONEPC: 509 (A)(1) OR (AARTS CONNECT$15,000
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOORNEW YORKNY10005NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$36
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOORNEW YORKNY10005NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - PUERTO RICO RELIEF$300
HOPELINK
PO BOX 3577REDMONDWA98073NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$50,000
HOSPITALITY HOUSE
1419 SW 150TH STBURIENWA98166NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
INTERFAITH COALITION OF WHATCOM COUNTY
910 14TH STREETBELLINGHAMWA98225NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
INTERIM CDA
310 MAYNARD AVE SOUTHSEATTLEWA98104NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
JEFFERSON COMMUNITY FOUNDATION
201B WEST PATISON STREETPORT HADLOCKWA98339NONEPC: 509 (A)(1) OR (AJEFFERSON COUNTY NONPROFIT RESOURCE CENTER$20,000
JEWISH FAMILY SERVICE
1601 16TH AVESEATTLEWA981224000NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
JUMA VENTURES
131 STEUART STREET SUITE 201SAN FRANCISCOCA94105NONEPC: 509 (A)(1) OR (AJUMA SEATTLE$20,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREETPORT TOWNSENDWA98368NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
KEXP
472 1ST AVE NSEATTLEWA98109NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
KINDERING CENTER
16120 NE 8TH STBELLEVUEWA98008NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - THE MIMI SIEGEL FELLOWSHIP$100
KINDERING CENTER
16120 NE 8TH STBELLEVUEWA98008NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$50,000
LEGAL VOICE
907 PINE STREET SUITE 500SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$52
LIFEWIRE
PO BOX 6398BELLEVUEWA980080398NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$40,000
LOPEZ ISLAND FAMILY RESOURCE CENTER
PO BOX 732LOPEZ ISLANDWA98261NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
LYDIA PLACE
PO BOX 28487BELLINGHAMWA98228NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
MAKE-A-WISH FOUNDATION OF AMERICA
4742 N 24TH STREET SUITE 400PHOENIXAZ85016NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$175
MARCUS WHITMAN MIDDLE SCHOOL PARENT TEACHER STUDENT ASSOCIATION
9201 15TH AVE NWSEATTLEWA98117NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
MARKET FOUNDATION
93 PIKE STREET SUITE 310SEATTLEWA98101NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
MEDICAL DEBT RESOLUTION INC (DBA RIP MEDICAL DEBT)
80 THEODORE FREMD AVERYENY10580NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$154
MERCY HOUSING NORTHWEST
6930 MARTIN LUTHER KING JR WAY SSEATTLEWA98118NONEPC: 509 (A)(1) OR (AIN HONOR OF PAUL ALLEN - MOUNT BAKER FAMILY HOUSING AND RESOURCE CENTER$10,000
MULTI-SERVICE CENTER
PO BOX 23699 1200 S 336TH STFEDERAL WAYWA980930699NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW STE 550WASHINGTONDC20006NONEPC: 509 (A)(1) OR (A2018 MEMBERSHIP DUES$2,400
NEW HORIZONS MINISTRIES
2709 3RD AVENUESEATTLEWA98121NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
NONPROFIT LEADERS CONFERENCE FOR COASTAL & SW WASHINGTON
120 STATE AVENUE NE 303OLYMPIAWA98501NONEPC: 509 (A)(1) OR (A2018 CONFERENCE$2,500
NORTH KITSAP FISHLINE
PO BOX 1517POULSBOWA98370NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
NORTHWEST HARVEST
PO BOX 12272SEATTLEWA98102NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$50,000
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$250
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$90
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
OLIVE CREST
2500 116TH AVE NEBELLEVUEWA98004NONEPC: 509 (A)(1) OR (AFOSTER CARE SERVICES AND SAFE FAMILIES FOR CHILDREN$30,000
OLYMPIC VIEW COMMUNITY FOUNDATION
720 E WASHINGTON SUITE 111SEQUIMWA98382NONEPC: 509 (A)(1) OR (ACLALLAM NONPROFIT LEADERSHIP CONFERENCE$5,000
OPERATION NIGHTWATCHSEATTLE
PO BOX 21181SEATTLEWA98111NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
OPPORTUNITY CENTER OF ORTING
PO BOX 1423ORTINGWA98360NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$7,500
ORGANIZATION FOR PROSTITUTION SURVIVORS
PO BOX 22635SEATTLEWA98122NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
PANZA
3350 MOTTMAN ROAD SWOLYMPIAWA98502NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
PANZA
3350 MOTTMAN ROAD SWOLYMPIAWA98502NONEI: INDIVIDUALNONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP$3,750
PARA LOS NINOS
425 SW 144TH STREETBURIENWA98166NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
PARENTS AND STUDENTS IN ACTION (DBA THE YOUTH CONNECTION)
POBOX 1021EATONVILLEWA98328NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$7,000
PARK SCHOOL OF BUFFALO
4625 HARLEM ROADSNYDERNY14226NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$500
PATH WITH ART
1402 THIRD AVENUE SUITE 1024SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
PEACE COMMUNITY CENTER
2106 SOUTH CUSHMAN AVENUETACOMAWA98405NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
PHILANTHROPY NORTHWEST
2101 4TH AVE SUITE 650SEATTLEWA98121NONEPC: 509 (A)(1) OR (APHILANTHROPISTS FORUM$10,000
PHILANTHROPY NORTHWEST
2101 4TH AVE SUITE 650SEATTLEWA98121NONEPC: 509 (A)(1) OR (A2018 MEMBERSHIP DUES$8,785
PLOUGHSHARES FUND
1808 WEDEMEYER STREET STE 200SAN FRANCISCOCA94129NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$500
PLYMOUTH HOUSING GROUP
2113 3RD AVENUESEATTLEWA98121NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$60,000
POMONA COLLEGE
333 N COLLEGE WAYCLAREMONTCA91711NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - STUDENT EMERGENCY GRANT FUND$250
POWERFUL VOICES
1620 18TH AVE STE 100SEATTLEWA98122NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
PRIDE FOUNDATION
2014 EAST MADISON STREET SUITE 300SEATTLEWA98122NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - HOME IS WHERE THE HEART IS FUND$100
PROJECT FEAST
202 W GOWE ST STE LKENTWA98032NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$12,000
RAINIER PREP
10211 S 12TH STSEATTLEWA98168NONEPC: 509 (A)(1) OR (AGENERAL OPERATION$30,000
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
READINESS TO LEARN
PO BOX 280LANGLEYWA98260NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
REAL CHANGE
219 FIRST AVE S 220SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
REAL CHANGE
219 FIRST AVE S 220SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$35
REAL CHANGE
219 FIRST AVE S 220SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
REAL ESCAPE FROM THE SEX TRADE (REST)
4215 RAINIER AVE SOUTH SUITE BSEATTLEWA98118NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$7,500
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES (RAICES)
1305 N FLORES STREETSAN ANTONIOTX78212NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES (RAICES)
1305 N FLORES STREETSAN ANTONIOTX78212NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
RESCUE MISSION
PO BOX 1912TACOMAWA984011912NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
ROTARY FIRST HARVEST
PO BOX 4098SEATTLEWA98194NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
RURAL DEVELOPMENT INITIATIVES
150 SHELTON-MCMURPHEY BLVD STE 201EUGENEOR97401NONEPC: 509 (A)(1) OR (ARURAL DEVELOPMENT INITIATIVES IN MASON COUNTY$20,000
SAFEFUTURES YOUTH CENTER
6337 - 35TH AVENUE SWSEATTLEWA98126NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
SAFEPLACE
PO BOX 2002OLYMPIAWA985071605NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
SANCTUARY ART CENTER
1604 NE 50TH STREETSEATTLEWA98105NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
SAWHORSE REVOLUTION
801 2ND AVE 501SEATTLEWA98104NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
SCHOOL'S OUT WASHINGTON
801 23RD AVE S SUITE ASEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
SEATTLE AQUARIUM SOCIETY-SEAS
1483 ALASKAN WAY PIER 59SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$75
SEATTLE EDUCATION ACCESS
6920 ROOSEVELT WAY NE 355SEATTLEWA98115NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
SEATTLE FOUNDATION
1601 5TH AVE SUITE 1900SEATTLEWA98101NONEPC: 509 (A)(1) OR (AROAD MAP RAPID RESPONSE FUND$10,000
SEATTLE JOBS INITIATIVE
1200 12TH AVENUE SOUTH SUITE 160SEATTLEWA98144NONEPC: 509 (A)(1) OR (ASJI MANUFACTURING WORKFORCE DEVELOPMENT/SOUTH KING COUNTY$20,000
SHARED HOUSING SERVICES
901 S 11TH STREETTACOMAWA98405NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
SNOHOMISH COUNTY WORKFORCE DEVELOPMENT COUNCIL DBA WORKFORCE SNOHOMISH
808 134TH ST SW STE 105EVERETTWA98204NONEPC: 509 (A)(1) OR (ABRIDGES TO EMPLOYMENT$20,000
SOCIAL JUSTICE FUND NORTHWEST
1904 3RD AVE STE 806SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT$60
SOCIAL JUSTICE FUND NORTHWEST
1904 3RD AVE STE 806SEATTLEWA98101NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
SOCIAL VENTURE PARTNERS
220 2ND AVENUE S 300SEATTLEWA98104NONEPC: 509 (A)(1) OR (A2018 MEMBERSHIP DUES$6,000
SOCIAL VENTURE PARTNERS
220 2ND AVENUE S 300SEATTLEWA98104NONEPC: 509 (A)(1) OR (ASTATEWIDE CAPACITY COLLABORATIVE$10,000
SOLID GROUND
1501 N 45TH STSEATTLEWA981036708NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$55,000
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
SOUTHWEST YOUTH & FAMILY SERVICES
4555 DELRIDGE WAY SWSEATTLEWA981061379NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
STOLENYOUTH
PO BOX 296SEATTLEWA98111NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$10,000
SUMMER SEARCH
1109 FIRST AVE STE 205SEATTLEWA98101NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
TACOMA AREA YOUTH FOR CHRIST
PO BOX 834TACOMAWA98401NONEPC: 509 (A)(1) OR (ACITY LIFE$10,000
TACOMA COMMUNITY HOUSE
PO BOX 5107TACOMAWA98415NONEPC: 509 (A)(1) OR (AEMBRACING THE AMERICAN PROMISE: UNITING COMMUNITIES CAMPAIGN$25,000
TACOMA HOUSING DEVELOPMENT GROUP
902 SOUTH L STREETTACOMAWA98405NONEPC: 509 (A)(1) OR (ACHILDRENS SAVINGS ACCOUNT PROGRAM$20,000
TEACH FOR AMERICA - WASHINGTON
210 S HUDSON ST SUITE 307SEATTLEWA98134NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
TEAM READ
PO BOX 94042SEATTLEWA98124NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
TEAM READ
PO BOX 94042SEATTLEWA98124NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$100
TECHNOLOGY ACCESS FOUNDATION
BETHADAY COMMUNITY LEARNING SPACESEATTLEWA98146NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000605 SW 108TH STREET
TEEN FEED
4740-B UNIVERSITY WAY NESEATTLEWA98105NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
THE BIG-BRAINED SUPERHEROES CLUB
917 E YESLER WAYSEATTLEWA98122NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$12,500
THE COFFEE OASIS
837 - 4TH STREETBREMERTONWA98337NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S STE 210SEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
THE SOPHIA WAY
11061 NE 2ND STREET SUITE 223BELLEVUEWA98004NONEPC: 509 (A)(1) OR (AGENERAL OPERATIONS AND KIRKLAND SHELTER FOR FAMILIES AND WOMEN CAPITAL PROJECT$20,000
TOGETHER
1520 IRVING ST SW STE ATUMWATERWA98512NONEPC: 509 (A)(1) OR (ARURAL COMMUNITY SCHOOLS EXPANSION INITIATIVE$25,000
TREEHOUSE
2100 24TH AVE SOUTH STE 200SEATTLEWA98144NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$40,000
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100SEATTLEWA98139NONEPC: 509 (A)(1) OR (ALABATEYAH YOUTH HOME$20,000
UNITED WAY OF KING COUNTY
720 SECOND AVENUESEATTLEWA981041702NONEPC: 509 (A)(1) OR (AHOME SHOWS MATCH POOL$25,000
UNIVERSITY DISTRICT FOOD BANK
5017 ROOSEVELT WAY NESEATTLEWA98105NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$52
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210SEATTLEWA98195NONEPC: 509 (A)(1) OR (ACAPITAL CAMPAIGN FOR EVANS SCHOOL$25,000
UNIVERSITY OF WASHINGTON
EVANS SCHOOL UNIV OF WA PARRINGTONSEATTLEWA98195NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - EVANS FELLOWSHIPS FUND$300HALL 4100 15TH AVE NE
UNIVERSITY OF WASHINGTON
EVANS SCHOOL UNIV OF WA PARRINGTONSEATTLEWA98195NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - EVANS SCHOOL ENRICHMENT FUND$250HALL 4100 15TH AVE NE
VALLEY CITIES COUNSELING
325 W GOWE STREETKENTWA98032NONEPC: 509 (A)(1) OR (AAUBURN HOUSING PROGRAMS--PHOENIX RISING & THE LANDING$20,000
VASHON YOUTH & FAMILY SERVICES
20110 VASHON HWY SWVASHONWA98070NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$25,000
VIETNAMESE FRIENDSHIP ASSOCIATION
3829B S EDMUND ST BOX 9SEATTLEWA98118NONEI: INDIVIDUALNONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP$3,750
VINE MAPLE PLACE
PO BOX 1092MAPLE VALLEYWA98038NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$35,000
WASHINGTON ALLIANCE FOR BETTER SCHOOLS (WABS)
18560 FIRST AVENUE NESHORELINEWA98155NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
WASHINGTON BUS EDUCATION FUND
PO BOX 20188SEATTLEWA98102NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$31
WASHINGTON NONPROFITS
120 STATE AVENUE 303OLYMPIAWA98501NONEPC: 509 (A)(1) OR (APACIFIC, CLALLAM AND ISLAND COUNTIES WORKSHOPS$12,500
WASHINGTON NONPROFITS
120 STATE AVENUE 303OLYMPIAWA98501NONEPC: 509 (A)(1) OR (A2018 MEMBERSHIP DUES$1,000
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVE SUITE 300SEATTLEWA98104NONEPC: 509 (A)(1) OR (AEMPLOYEE MATCHING GIFT - GENERAL OPERATING$50
WAY BACK INN FOUNDATION
PO BOX 621RENTONWA98057NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$20,000
WESTSIDE BABY
10002 14TH AVE SWSEATTLEWA98146NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
WHATCOM LITERACY COUNCIL
PO BOX 1292BELLINGHAMWA98227NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$15,000
YEAR UP PUGET SOUND
2607 2ND AVENUESEATTLEWA98121NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
YMCA OF GREATER SEATTLE
909 FOURTH AVENUESEATTLEWA98104NONEPC: 509 (A)(1) OR (AHOST HOMES$15,000
YMCA OF PIERCE & KITSAP COUNTIES
4717 S 19TH STREET STE 201TACOMAWA98405NONEPC: 509 (A)(1) OR (AYMCA COMMUNITY SCHOOLS EXPANSION$25,000
YWCA OF TACOMA & PIERCE COUNTY
405 BROADWAYTACOMAWA98402NONEPC: 509 (A)(1) OR (AGENERAL OPERATING$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,715,212TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,180ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,270,873ExclusionAmt
Related Or Exempt Function Incm$232,024RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,555,538ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCO-OP DISTRIBUTIONDesc
Exclusion01ExclusionCd
Exclusion$771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,843,362ExclusionAmt
Related Or Exempt Function Incm$232,024RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,075,386TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementTAX-EXEMPT 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$34,956Amt
Net Investment Income$6,991NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,485DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART VII-B, QUESTION 1A(3) - A DISQUALIFIED PERSON FURNISHES FACILITIES TO THEFOUNDATION FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OFSELF-DEALING AS CODIFIED IN I.R.C. SECTION 4941(D)(2)(C).(4) - THE FOUNDATION REIMBURSES BOARD MEMBERS FOR TRAVELRELATED TO THE FOUNDATION BUSINESS. THESE SERVICES ARENECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSEAND ARE NOT CONSIDERED AN ACT OF SELF DEALING UNDERI.R.C. SECTION 4941(D)(2)(C).(4) - THE FOUNDATION PAYS A DISQUALIFIED PERSON FORINVESTMENT SERVICES. THIS ACTIVITY IS NOT AN ACT OFSELF-DEALING AS IT MEETS THE EXCEPTION UNDER TREAS. REG. 53.4941(D)-3(C).
FORM 990-PF, PART XV, LINE 2B, 2DFUNDING GUIDELINESTHE MEDINA FOUNDATION IS A FAMILY FOUNDATION THAT FUNDS BASIC HUMAN SERVICE ORGANIZATIONS IN THE PUGET SOUND AREA. WE FOLLOW OUR FOUNDER NORTON CLAPP'S VISION TO IMPROVE THE LIVES OF THOSE IN NEED BY FOSTERING POSITIVE CHANGE AND HELPING PEOPLE ATTAIN INDEPENDENCE AND DIGNITY.TODAY, THE FAMILY CONTINUES NORTON CLAPP'S LEGACY BY FUNDING INNOVATIVE ORGANIZATIONS THAT APPROACH TOUGH PROBLEMS WITH NEW IDEAS AND SOLUTIONS, AS WELL AS PROVEN PROGRAMS THAT HAVE BEEN MEETING THE NEEDS OF THE COMMUNITY FOR MANY YEARS.OUR ACTIVITIES ARE BASED ON THE FOLLOWING SET OF SHARED VALUES:- COMPASSION- INNOVATION- INTEGRITY- STEWARDSHIP- LEADERSHIPWE LOOK FOR ORGANIZATIONS THAT ARE ADDRESSING CRITICAL COMMUNITY NEEDS, ENGAGING IN STRATEGIC PLANNING TO MEET WELL-MAPPED PROGRAMMATIC AND FINANCIAL GOALS, AND SEEING POSITIVE RESULTS THROUGH THEIR PROGRAMS. WE BELIEVE ORGANIZATIONS THAT ARE DRIVEN BY STRONG LEADERSHIP, THROUGH A DIVERSE AND ENGAGED BOARD AND A DEDICATED EXECUTIVE DIRECTOR AND STAFF, HAVE A HIGH LIKELIHOOD OF SUCCESS.GRANT AMOUNTS AWARDED REFLECT BOTH THE NEEDS OF THE NONPROFIT AND THE FOUNDATION'S DESIRE TO SEE THE PRESENCE OF OTHER SUPPORT. GENERALLY, THIS MEANS NO MORE THAN 10% OF AN OPERATING OR CAPITAL BUDGET. WE DO CONSIDER MAKING EXCEPTIONS FOR INNOVATIVE START-UPS. THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CLASSIFIED AS PUBLIC CHARITIES (NOT PRIVATE FOUNDATIONS) UNDER SECTION 509(A). NO GRANTS ARE MADE TO RELIGIOUS INSTITUTIONS FOR RELIGIOUS PURPOSES OR TO POLITICAL, ARTS, HEALTHCARE-RELATED OR ENVIRONMENTAL PROGRAMS.FUNDING AREAS- FAMILY SUPPORT-PROGRAMS FOR THOSE SUFFERING FROM THE EFFECTS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT, SERVICES TO SUPPORT CHILD WELFARE, PROGRAMS PROVIDING FOR BASIC NEEDS, AND OTHER HUMAN SERVICES- HOUSING & HOMELESSNESS-HOUSING AND RELATED SERVICES TO SUPPORT THOSE IN NEED, WITH THE GOAL OF HELPING PEOPLE ACHIEVE HOUSING STABILITY- YOUTH DEVELOPMENT-ORGANIZATIONS WORKING WITH UNDERSERVED YOUTH, OFFERING MENTORING, TUTORING, OR OUT-OF-SCHOOL TIME/ENRICHMENT ACTIVITIES- ECONOMIC OPPORTUNITY-OPPORTUNITIES THAT HELP PEOPLE BECOME ECONOMICALLY SELF-SUFFICIENT, SUCH AS FINANCIAL LITERACY, ASSET BUILDING, OR SKILLS-BUILDING PROGRAMS- EDUCATION-BIRTH TO 12TH-GRADE EDUCATIONAL OPPORTUNITIES, ADULT LITERACY AND OTHER PROGRAMS THAT ENHANCE ACADEMIC SKILLS- HUNGER-EFFORTS TO ALLEVIATE HUNGER, WITH AN EMPHASIS ON DISTRIBUTION AND RURAL COMMUNITIESGEOGRAPHIC FUNDING REGIONTHE MEDINA FOUNDATION FUNDS IN THE FOLLOWING FOURTEEN GREATER PUGET SOUND COUNTIES OF WASHINGTON STATE: CLALLAM, GRAYS HARBOR, ISLAND, JEFFERSON, KING, KITSAP, MASON, PACIFIC, PIERCE, SAN JUAN, SKAGIT, SNOHOMISH, THURSTON AND WHATCOM.APPLICATION ASSISTANCE AFTER REVIEWING THE GRANT GUIDELINES, APPLICATION PROCESS AND FREQUENTLY ASKED QUESTIONS AT WWW.MEDINAFOUNDATION.ORG, FEEL FREE TO CONTACT THE FOUNDATION IF YOU NEED ASSISTANCE OR ARE STILL UNSURE WHETHER YOUR ORGANIZATION MIGHT BE ELIGIBLE FOR FUNDING.AANA LAUCKHART(206) 652-8783

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
384,754 SHS BLACKROCK STRATEGIC INCOME OPP$3,693,629$3,693,629
318,833 SHS METROPOLITAN WEST BOND FUND$3,545,799$3,545,799
119,303 SHS WILLIAM BLAIR BOND FUND$1,151,274$1,151,274
62,586 SHS FIDELITY NEW MARKETS INCOME$893,108$893,108
404,858 SHS EATON VANCE GROUP$2,137,651$2,137,651
232,060 SHS FEDERATED HIGH YIELD BOND MUT FUND$2,125,669$2,125,669

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
152,415 SHS AQR RISK BAL-COMMODITIES$861,142$861,142
521,216 SHS AQR STYLE PREMIA-ALT-R6$4,706,582$4,706,582
58,461 SHS CARDINAL SMALL CAP VAL-INST$606,822$606,822
90,000 SHS FRONTIER MFG SEL INFRA-INST$855,900$855,900
15,836 SHS LONGLEAF PARTNERS SMALL CAP FUND$349,985$349,985
14,866 SHS T ROWE PRICE QM S/C GROWTH-1$463,973$463,973
37,854 SHS VANGUARD INST'L INDEX FUND$8,613,746$8,613,746
12,010 SHS VANGUARD MID-CAP INDEX FUND$2,054,130$2,054,130
83,762 SHS INVESTMENT MANAGERS SER TR SEGAL$874,473$874,473
81,385 SHS JH ENDURING ASSETS$923,722$923,722
127,923 SHS JOHCM INT'L SEL-I$2,605,792$2,605,792
63,180 SHS MSIF EMERGING MKTS S/C$670,334$670,334
138,111 SHS PEAR TREE POL FRGN VALUE$2,619,963$2,619,963
158,406 SHS PZENA EMERGING MKTS VLUE$1,553,962$1,553,962
152,420 SHS VANGUARD DEV MKTS INDX-INST$1,822,950$1,822,950
214,493 SHS VIRTUS EMERGING MKTS OPPOR-1$2,136,348$2,136,348
37,435 SHS ISHARES S&P 500 INDEX FUND$11,136,283$11,136,283
20,879 SHS DFA REAL ESTATE SECURITIES PORTFOLIO$682,530$682,530
361,003 SHS MULTI-MANAGER INT'L EQUITY FUND$3,563,103$3,563,103
415,874 SHS SSGA HEDGED INT'L DEVELOPED EQUITY FUND$3,655,530$3,655,530
96,706 SHS SSGA EMERGING MKTS EQUITY FUND$1,156,605$1,156,605
143,145 SHS DFA INTERNATIONAL REAL ESTATE SECURITIES$654,173$654,173
397,191 SHS GS TACTICAL TILT FUND$3,697,844$3,697,844
183,391 SHS MULTI-MANAGER US SMALL CAP FUND$1,984,291$1,984,291

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$10,760,824USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$10,760,824USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHEDGE FUND MANAGERS (STRATEGIC) LTDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,895,772BookValueAmt
EOYFMV$2,895,772EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$877LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$877DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS & INTEREST RECEIVABLEDesc
BOY Book Value$13,875BOYBookValueAmt
EOY Book Value$15,100EOYBookValueAmt
EOYFMV$15,100EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$10,788,715Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$10,667$0$11,398
INSURANCE$6,728$0$8,528
PARKING EXPENSE$13,535$677$13,862
EQUIPMENT EXPENSE$11,395$0$8,454
PROGRAM EXPENSE$17,716$0$18,018

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCO-OP DISTRIBUTIONDesc
Revenue And Expenses Per Books$771RevenueAndExpensesPerBooksAmt
Net Investment Income$771NetInvestmentIncomeAmt
Adjusted Net Income$771AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$29,592$5,918$23,748
INVESTMENT FEES$236,640$225,822$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$54,173Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt