LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201843169349101014
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T10:46:37-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916339917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAIR | BusinessNameControlTxt |
| Phone | 2065014510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE 17TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE BRIGGS | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 2065014510 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 10:07:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2DE068ACBFA10A31F139242116409E8904B6E6F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9F9C51E4759B1D0B54810A8D28ACE637C57C685 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,171,516 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $153,212 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $851,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $851,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $614,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,627,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $614,195 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,974 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,974 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,629,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,475,962 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,002 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,010 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $64,573 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,371 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,937 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,499 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $773 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,884 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,396 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,124 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $175 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,060 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $37,838 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,413 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,425 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76,174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $517,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $360,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,130,329 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,130,329 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,647,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,490,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,312,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,584 | CashBOYAmt |
| Cash EOY | $309,237 | CashEOYAmt |
| Cash EOYFMV | $309,237 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,286,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,193,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,193,787 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,646 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $29,435,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,995,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,995,257 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,037,783 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,320,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,320,427 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $387,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $387,583 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,300 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,075 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $19,285 | LandBOYAmt |
| Land EOY | $15,225 | LandEOYAmt |
| Land EOYFMV | $15,225 | LandEOYFMVAmt |
| Other Assets BOY | $950,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $950,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $950,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,783,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,171,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,171,516 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,962 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,677 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,677 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $35,771,694 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,152,839 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,771,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,152,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,783,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,171,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,771,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,399,513 | OtherIncreasesAmt |
| Subtotal | $40,152,839 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,152,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2017-12-31 | $10,176,299 | $10,013,433 | $162,866 | $162,866 | |
| CAPITAL GAIN DISTRIBUTIONS | 2017-12-31 | $451,329 | $451,329 | $451,329 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $614,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,660,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,010,542 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,089,889 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,096,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,194,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,826,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,596,224 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,898,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,522,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,324,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045674 | DistributionYr5Rt |
| Total Distribution | 0.254874 | TotalDistributionRt |
| Average Distribution | 0.050975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,817,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,876,788 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,889,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,490,470 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,215 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,215 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,972 | OverpaymentAmt |
| Applied To ES Tax | $4,972 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LAIRDNORTON.ORG | WebsiteAddressTxt |
| Individual With Books | KATIE BRIGGS | IndividualWithBooksNm |
| Phone | 2065014510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVE SUITE 1700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATIE BRIGGS | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | MANAGING DIRECTOR | 40.00 | $130,002 | $17,685 | $0 |
| GRAHAM BROWN | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | CHAIR | 2.00 | $0 | $0 | $0 |
| ANDREAS UELAND | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHARLES RICHARDSON JR | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | TREASURER (JAN - JUNE) | 1.00 | $0 | $0 | $0 |
| ADAM KUHLMANN | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | TREASURER (JULY - DEC) | 1.00 | $0 | $0 | $0 |
| NORAH HEINTZ | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| DAVID KANE | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS TAYLOR | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR (SEPT - DEC) | 1.00 | $0 | $0 | $0 |
| CATHERINE SLAYMAKER | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR | 1.00 | $0 | $0 | $0 |
| HANNAH EVANS | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON PARKS | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN SCOTT | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDSAY HALL | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICOLE STEINWEDELL | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVE SUITE 1600 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $131,474 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,825,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,313,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $239,983 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,378,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,378,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $560,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,817,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,840,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,840,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,243 | TotalTaxAmt |
| Distributable Before Adj | $1,814,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,814,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,814,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,490,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,490,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,490,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,814,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $369,645 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,490,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $369,645 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,120,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $693,823 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 2ND MILK | ||||||
| 9845 PINTAIL WAY | SPRINGDALE | AR | 72762 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $250 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 NE 90TH ST | SCOTTSDALE | AZ | 85260 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| AMERICAN CONSERVATORY THEATER | ||||||
| 30 GRANT AVE | SAN FRANCISCO | CA | 94108 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $15,000 |
| ARTHRITIS FOUNDATION | ||||||
| 2261 LA POSITAS RD | SANTA BARBARA | CA | 93105 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ARTS & MEDIA PREPARATORY ACADEMY | ||||||
| 905 WINTHROP ST | BROOKLYN | NY | 11203 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $1,000 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW SUITE 110 | SEATTLE | WA | 98106 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $30,000 |
| ARTS FOR THE SCHOOLS | ||||||
| PO BOX 866 | TRUCKEE | CA | 96160 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $30,000 |
| ARTS IMPACT | ||||||
| PSESD / 800 SW OAKESDALE AVE | RENTON | WA | 98057 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $30,000 |
| AS YOU SOW | ||||||
| 1611 TELEGRAPH AVE SUITE 1450 | OAKLAND | CA | 94612 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $30,000 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | ||||||
| 221 WINSLOW WAY WEST BOX 205 | BAINBRIDGE | WA | 98110 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| BEN'S BELLS | ||||||
| 40 W BROADWAY BLVD | TUCSON | AZ | 85701 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| BEYOND THE GRADE | ||||||
| 4607 RAINTREE BLVD | AUSTIN | TX | 78748 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $5,000 |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | PC: 509(A)(1) OR (A) | OPERATING SUPPORT - MIDWEST EXPLORATION | $25,000 |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | PC: 509(A)(1) OR (A) | OPERATING SUPPORT - HOOD CANAL | $15,000 |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | PC: 509(A)(1) OR (A) | OPERATING SUPPORT - ROGUE RIVER | $30,000 |
| CALCAN (CA CLIMATE & AGRICULTURE NETWORK) | ||||||
| PO BOX 1366 | SEBASTOPOL | CA | 95473 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $15,000 |
| CAPE COD THEATRE CO - HARWICH JR THEATER | ||||||
| PO BOX 168 | WEST HARWICH | MA | 02671 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| CARBON CYCLE INSTITUTE | ||||||
| 245 KENTUCKY ST | PETALUMA | CA | 94952 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $15,000 |
| CENTER FOR SUSTAINABLE ECONOMY | ||||||
| 1294 14TH STREET | WEST LINN | OR | 97068 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $20,000 |
| CLIMATE SOLUTIONS | ||||||
| 1402 3RD AVE STE 1305 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $40,000 |
| CONEJO VALLEY CHURCH OF CHRIST | ||||||
| 2525 E HILLCREST DR | THOUSAND OAKS | CA | 91362 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $785 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| EARTH MINISTRY | ||||||
| 6512 - 23RD AVE NW STE 317 | SEATTLE | WA | 98117 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $150 |
| EARTHCORPS | ||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $30,000 |
| EARTHHEART FOUNDATION | ||||||
| 2508 N BURLING ST | CHICAGO | IL | 60614 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $6,000 |
| EARTHHEART FOUNDATION | ||||||
| 2508 N BURLING ST | CHICAGO | IL | 60614 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| EARTHHEART FOUNDATION | ||||||
| 2508 N BURLING ST | CHICAGO | IL | 60614 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $500 |
| ECO-JUSTICE MINISTRIES | ||||||
| 400 S WILIAMS ST | DENVER | CO | 80209 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $100 |
| EL PUENTE DE WILLIAMSBURG | ||||||
| 211 S 4TH STREET | BROOKLYN | NY | 11211 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $500 |
| ELAW | ||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - GLOBAL | $35,000 |
| ELAW | ||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| EXPLORING THE ARTS | ||||||
| 28 W 44TH STREET 16TH FLOOR | NEW YORK | NY | 10036 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $25,000 |
| FAMILY LAW CASA | ||||||
| 810 3RD AVE SUITE 700 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $500 |
| FAMILY LAW CASA | ||||||
| 810 3RD AVE SUITE 700 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $2,250 |
| FORTERRA | ||||||
| 615 - 2ND AVE STE 600 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| FOSS WATERWAY SEAPORT | ||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $500 |
| FRIENDS OF ALTA | ||||||
| PO BOX 8126 | ALTA | UT | 84092 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| GEOS INSTITUTE | ||||||
| 84 - 4TH STREET | ASHLAND | OR | 97520 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $20,000 |
| GLOBAL WASHINGTON | ||||||
| 500 UNION ST STE 801 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| GREENFAITH INC | ||||||
| 101 S 3RD AVE STE 12 | HIGHLAND PARK | NJ | 08904 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $150 |
| GREGORY JACKSON SCHOOL OF SPORTS ART & TECHNOLOGY | ||||||
| 213 OSBORN ST | BROOKLYN | NY | 11212 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $1,000 |
| HEAD FIRST DEVELOPMENT | ||||||
| 3267 E 3300 S STE 131 | SALT LK CITY | UT | 84109 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $7,200 |
| HISPANIC FEDERATION INC | ||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| INVESTIGATE WEST | ||||||
| PO BOX 9574 | SEATTLE | WA | 98109 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $500 |
| JFK CENTER FOR THE PERFORMING ARTS | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CETA GRANT | $33,000 |
| JFK CENTER FOR THE PERFORMING ARTS | ||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TURNAROUND ARTS | $42,000 |
| JOHN MUIR ELEMENTARY PTSA | ||||||
| 14012 132ND AVE NE | KIRKLAND | WA | 98034 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| KIDS FOR PEACE | ||||||
| 1302 PINE AVE | CARLSBAD | CA | 92008 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $5,500 |
| KIMBALL ELEMENTARY PTSA | ||||||
| 3200 - 23RD AVE S | SEATTLE | WA | 98144 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $750 |
| KUOW | ||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $120 |
| LAKE WYLIE & CLOVER MAYDAY PROJECT | ||||||
| PO BOX 5123 | LAKE WYLIE | SC | 29710 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $604 |
| LAUDHOLM TRUST | ||||||
| 342 LAUDHOLM FARM RD | WELLS | ME | 04090 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| LINCOLN CITY FOOD PANTRY AT COAST VINEYARD | ||||||
| PO BOX 1260 | LINCOLN CITY | OR | 97367 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| LONG LIVE THE KINGS | ||||||
| 1326 FIFTH AVE SUITE 450 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - WATERSHED | $60,000 |
| MAINE ORGANIC FARMERS & GARDENERS ASSOC | ||||||
| BOX 170 | UNITY | ME | 04988 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| MIWOK VALLEY ELEMENTARY PTA | ||||||
| 1010 ST FRANCIS DR | PETALUMA | CA | 94954 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| MUSEUM OF CHILDREN'S ART | ||||||
| 1625 CLAY ST SUITE 100 | OAKLAND | CA | 94612 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $20,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $500 |
| NEW HORIZONS MINISTRIES | ||||||
| 2709 - 3RD AVE | SEATTLE | WA | 98121 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $6,000 |
| NEWPORT ART MUSEUM | ||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PC: 509(A)(1) OR (A) | IN HONOR OF RETIRING BOARD MEMBER | $5,000 |
| NICARAGUAN EDUCATION & RESOURCE CTR | ||||||
| 5824 CLOVER DRIVE | OAKLAND | CA | 94618 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| NINOS DEL SOL | ||||||
| 85 CIRCLE LOOP | STATEN ISLAN | NY | 10304 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| NORTH COAST BALLET CALIFORNIA | ||||||
| 110 HOWARD ST | PETALUMA | CA | 94952 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| NOTRE DAME DES VICTOIRES | ||||||
| 659 PINE STREET | SAN FRANCISCO | CA | 94108 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| NOTRE DAME DES VICTOIRES | ||||||
| 659 PINE STREET | SAN FRANCISCO | CA | 94108 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| OREGON ENVIRONMENTAL COUNCIL | ||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ORINDA WOMEN'S CLUB | ||||||
| 4097 SUGAR MAPLE DRIVE | DANVILLE | CA | 94506 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| PACIFIC FOREST TRUST | ||||||
| 1001-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $30,000 |
| PACIFIC INSTITUTE | ||||||
| 654 13TH ST PRESERVATION PARK | OAKLAND | CA | 94612 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $5,000 |
| PASADENA SYMPHONY ASSOCIATION | ||||||
| 2 NORTH LAKE AVE SUITE 1080 | PASADENA | CA | 91101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| PINE TREE HOSPICE | ||||||
| 883 WEST MAIN ST | DOVERFOXCROFT | ME | 04426 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $250 |
| PLYMOUTH HOUSING GROUP | ||||||
| 2113 - 3RD AVE | SEATTLE | WA | 98121 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $500 |
| PORT GAMBLE S'KLALLAM TRIBE | ||||||
| 31912 LITTLE BOSTON ROAD NE | KINGSTON | WA | 98346 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - WATERSHED | $25,000 |
| PORTLAND CENTRAL YOUNG LIFE | ||||||
| 809 N RUSSELL ST 202 | PORTLAND | OR | 97227 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $1,000 |
| REGIONAL ARTS & CULTURE COUNCIL | ||||||
| 411 NW PARK AVE SUITE 101 | PORTLAND | OR | 97209 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $30,000 |
| RHODE ISLAND COMMUNITY FOOD BANK | ||||||
| PO BOX 817 | PROVIDENCE | RI | 02901 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ROGUE BASIN PARTNERSHIP | ||||||
| PO BOX 1214 | MEDFORD | OR | 97501 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - WATERSHED | $100,000 |
| SAFEFUTURES YOUTH CENTER | ||||||
| 6337 - 35TH AVE SW | SEATTLE | WA | 98126 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - BOARD GRANT | $10,000 |
| SALISBURY SCHOOL | ||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,500 |
| SANTA FE PREPARATORY SCHOOL | ||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87505 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| SAVE THE BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| SEATTLE LUTHERAN HS | ||||||
| 4100 SW GENESSEE ST | SEATTLE | WA | 98116 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| SEATTLE WORKS | ||||||
| 240 - 2ND AVE S STE 208 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $250 |
| SEEDS OF HEAVEN | ||||||
| PO BOX 337 | FAIRFIELD | IA | 52556 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| SIGHTLINE INSTITUTE | ||||||
| 1402 THIRD AVENUE SUITE 500 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $40,000 |
| SING FOR YOUR SENIORS | ||||||
| 40 W 87TH ST 3A | NEW YORK | NY | 10024 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $500 |
| SPLASH | ||||||
| 1115 EAST PIKE STREET | SEATTLE | WA | 98122 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - GLOBAL | $35,000 |
| SRAVASTI ABBEY | ||||||
| 692 COUNTRY LANE | NEWPORT | WA | 99156 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ST MICHAEL'S COUNTRY DAY SCHOOL | ||||||
| 180 RHODE ISLAND DRIVE | NEWPORT | RI | 02840 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $2,000 |
| STOLEN YOUTH | ||||||
| PO BOX 296 | SEATTLE | WA | 98111 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| THE COFFEE OASIS | ||||||
| 837 4TH STREET | BREMERTON | WA | 98337 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $4,000 |
| THE NEW HOLLYWOOD | ||||||
| 137 N LARCHMONT STE 151 | LOS ANGELES | CA | 90004 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $920 |
| THE SEATTLE FOUNDATION | ||||||
| 1601 - 5TH AVE STE 1900 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - THE CREATIVE ADVANTAGE | $25,000 |
| TRUCKEE RIVER WATERSHED COUNCIL | ||||||
| PO BOX 8568 | TRUCKEE | CA | 96162 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - WATERSHED | $45,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $200 |
| UNIVERSITY CONGREGATIONAL CHURCH | ||||||
| 4515 - 16TH AVE | SEATTLE | WA | 98105 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $200 |
| UNIVERSITY OF MINNESOTA FDN | ||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| UNIVERSITY PLACE PRESBYTERIAN CHURCH | ||||||
| 8101 - 27TH STREET W | UNIVERSITY PLACE | WA | 98466 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $300 |
| URBAN FOREST CARBON REGISTRY | ||||||
| 999 THIRD AVE 4600 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $20,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $10,000 |
| WASHINGTON TRAILS ASSOCIATION | ||||||
| 705 SECOND AVE SUITE 300 | SEATTLE | WA | 98104 | PC: 509(A)(1) OR (A) | EMPLOYEE MATCHING DONATION | $750 |
| WATER 1ST INTERNATIONAL | ||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - GLOBAL | $35,000 |
| WATER 1ST INTERNATIONAL | ||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $900 |
| WATERWATCH OF OREGON | ||||||
| 213 SW ASH STE 208 | PORTLAND | OR | 97204 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| WESTSIDE SCHOOL | ||||||
| 10404 34TH AVE SW | SEATTLE | WA | 98146 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $200 |
| WILLAMETTE PARTNERSHIP | ||||||
| 4640 SW MACADAM AVE STE 50 | PORTLAND | OR | 97239 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - CLIMATE CHANGE | $25,000 |
| WINONA COUNTY HISTORICAL SOCIETY | ||||||
| 160 JOHNSON ST | WINONA | MN | 55897 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | ||||||
| 1645 TRAP RD | VIENNA | VA | 22182 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - ARTS FAC | $18,000 |
| YOUNG LIFE COLLEGE ORANGE COUNTY | ||||||
| 381 E 18TH ST 4 | COSTA MESA | CA | 92627 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| YOUNG LIFE OF UNIVERSITY PLACE & NORTH TACOMA | ||||||
| 3102 S 23RD ST | TACOMA | WA | 98405 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - TAPROOT MATCHING | $1,000 |
| ZGIRLS FOUNDATION | ||||||
| 500 YALE AVE N | SEATTLE | WA | 98109 | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT - SAPLING | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,130,329 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $851,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $614,195 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN INTEREST | Desc |
| Related Or Exempt Function Incm | $9,974 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,465,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,974 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,475,924 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PRI LOAN INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON REAL ESTATE INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVENUE SUITE 1700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $152,412 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,884 | Amt |
| Net Investment Income | $2,488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,396 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WHOOSHH INNOVATIONS | |||||||||||
| 2001 WEST GARFIELD STREET PIER 91 - | PORT OF SEATTLE BLDG 156 | SEATTLE | WA | 98119 | 2014-12-17 | $100,000 | TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE. | $100,000 | NONE | 7/11/2015, 4/13/2017, 4/11/2018 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| ECOTRUST FOREST MANAGEMENT | |||||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | 2014-12-17 | $200,000 | DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS. | $200,000 | NONE | 6/12/2017, 4/30/2018 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| CANOPY LLC | |||||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | 2015-06-23 | $100,000 | TO DEVELOP EDUCATION AND TRAINING PROGRAMS FOR INVESTMENT MANAGERS, ENTREPRENEURS, AND CANOPY MEMBERS WITH THE INTENTION OF TRAINING INDIVIDUALS FOR THE PURPOSE OF IMPROVING OR DEVELOPING THEIR CAPABILITIES IN THE AREA OF IMPACT INVESTING AND THE USE OF SPECIALIZED FUNDS TO FOCUS ON COMMUNITY AND REGIONAL ADVANCEMENT. CANOPY, LLC WAS DISSOLVED IN 2016. | $100,000 | NONE | 7/21/2016, 4/19/2017 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINES 5A(3) & 5C: | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PART VII-B, LINE 5A(3) AND LINE 5C ARE BEING MARKED AS "YES" TO PROPERLY TRANSMIT DISCLOSURES RELATED TO EXPENDITURE RESPONSIBILITY GRANTS MADE IN PRIOR YEARS. THERE WERE NO NEW GRANTS REQUIRING EXPENDITURE RESPONSIBILITY IN 2017. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 186361 SHS BLACKROCK STRATEGIC INCOME | $1,856,161 | $1,856,161 |
| 238786 SHS TIAA-CREF SOC CHOICE BOND | $2,464,266 | $2,464,266 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 SHS ADVANCED AUTO PARTS | $24,917 | $24,917 |
| 65 SHS CHIPOTLE MEXICAN GRILL INC | $18,787 | $18,787 |
| 520 SHS DISNEY WALT CO | $55,905 | $55,905 |
| 165 SHS FORD MOTOR CO DEL | $2,061 | $2,061 |
| 365 SHS HOME DEPOT INC | $69,178 | $69,178 |
| 355 SHS LOWES COS INC | $32,994 | $32,994 |
| 135 SHS MOHAWK INDUSTRIES INC | $37,247 | $37,247 |
| 202 SHS SNAP ON INC | $35,209 | $35,209 |
| 615 SHS COLGATE PALMOLIVE CO | $46,402 | $46,402 |
| 240 SHS COSTCO WHOLESALE CORP | $44,669 | $44,669 |
| 485 SHS LAUDER ESTEE COS CL-A | $61,711 | $61,711 |
| 860 SHS MONDELEZ INTERNATIONAL INC | $36,808 | $36,808 |
| 520 SHS PEPSICO INC | $62,358 | $62,358 |
| 510 SHS CIMAREX ENERGY CO | $62,225 | $62,225 |
| 655 SHS EOG RES INC | $70,681 | $70,681 |
| 1350 SHS FIFTH THIRD BANCORP | $40,959 | $40,959 |
| 1100 SHS JP MORGAN CHASE & CO | $117,634 | $117,634 |
| 690 SHS MORGAN STANLEY | $36,204 | $36,204 |
| 495 SHS NORTHERN TR CORP | $49,446 | $49,446 |
| 220 SHS PNC FINANCIAL SERVICES GROUP | $31,744 | $31,744 |
| 115 SHS SIMON PROPERTY GROUP INC | $19,750 | $19,750 |
| 680 SHS BAXTER INTL INC | $43,955 | $43,955 |
| 190 SHS BIOGEN INC | $60,528 | $60,528 |
| 660 SHS BRISTOL MYERS SQUIBB CO | $40,445 | $40,445 |
| 565 SHS GILEAD SCIENCES INC | $40,477 | $40,477 |
| 605 SHS JOHNSON & JOHNSON | $84,531 | $84,531 |
| 1040 SHS MERCK & CO INC | $58,521 | $58,521 |
| 85 SHS REGENERON PHARMACEUTICALS INC | $31,957 | $31,957 |
| 190 SHS UNITEDHEALTH GROUP INC | $41,887 | $41,887 |
| 430 SHS CARLISLE COS INC | $48,870 | $48,870 |
| 260 SHS CUMMINS INC | $45,926 | $45,926 |
| 455 SHS DANAHER CORP | $42,233 | $42,233 |
| 445 SHS KANSAS CITY SOUTHERN | $46,823 | $46,823 |
| 565 SHS SOUTHWEST AIRLINES CO | $36,979 | $36,979 |
| 230 SHS 3M CO | $54,135 | $54,135 |
| 137 SHS ALPHABET INC CL C | $143,357 | $143,357 |
| 480 SHS ANALOG DEVICES INC | $42,734 | $42,734 |
| 1225 SHS APPLE INC | $207,307 | $207,307 |
| 1085 SHS APPLIED MATERIALS INC | $55,465 | $55,465 |
| 315 SHS CME GROUP INC. | $46,006 | $46,006 |
| 440 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP | $31,249 | $31,249 |
| 1615 SHS MICROSOFT CORP | $138,147 | $138,147 |
| 1600 SHS ORACLE CORPORATION | $75,648 | $75,648 |
| 24 SHS PRICELINE GROUP INC | $41,706 | $41,706 |
| 635 SHS VISA INC | $72,403 | $72,403 |
| 1586 SHS VERIZON COMMUNICATIONS | $83,947 | $83,947 |
| 380 SHS AMERICAN WATER WORKS CO INC | $34,766 | $34,766 |
| 835 SHS AVANGRID INC | $42,234 | $42,234 |
| 410 SHS ALBEMARLE CORP | $52,435 | $52,435 |
| 370 SHS APTARGROUP INC | $31,924 | $31,924 |
| 295 SHS ECOLAB INC | $39,583 | $39,583 |
| 220 SHS INTERNATIONAL FLAVORS & FRAGRANCES | $33,574 | $33,574 |
| 340 SHS PPG INDS INC | $39,719 | $39,719 |
| 485 SHS CROWN CASTLE INTL CORP REIT | $53,840 | $53,840 |
| 1445 SHS HANNON ARMSTRONG SUSTAINABLE REIT | $34,767 | $34,767 |
| 895 SHS WEYERHAEUSER CO CEIT | $31,558 | $31,558 |
| 2280 SHS 8POINT3 ENERGY PARTNERS LP | $34,679 | $34,679 |
| 820 SHS NIELSEN HOLDINGS PLC | $29,848 | $29,848 |
| 300 SHS ROYAL CARIBBEAN CRUISES LTD | $35,784 | $35,784 |
| 238 SHS AON PLC | $31,892 | $31,892 |
| 785 SHS NOVO-NORDISK A S SPONS ADR | $42,131 | $42,131 |
| 505 SHS CHECK POINT SOFTWARE TECH LTD | $52,328 | $52,328 |
| 77691 SHS AMERICAN BEACON IONIC ST-Y | $649,501 | $649,501 |
| 337072 SHS AQR STYLE PREMIA | $3,508,920 | $3,508,920 |
| 23581 SHS CALVERT | $600,615 | $600,615 |
| 17779 SHS LONGLEAF PARTNERS | $490,687 | $490,687 |
| 76152 SHS PARNASSUS CORE EQUITY INSTL | $3,253,956 | $3,253,956 |
| 555943 SHS TIAA-CREF SOC LW CARBON | $7,032,673 | $7,032,673 |
| 94475 SHS ABERDEEN EMERGING MKTS FUND | $1,524,824 | $1,524,824 |
| 44272 SHS BOSTON COMMON INT'L FUND | $1,358,708 | $1,358,708 |
| 144063 SHS CALVERT INTL OPPORTUNIT FD-I | $2,614,742 | $2,614,742 |
| 21521 SHS EATON VANCE PARAMETRIC | $1,125,344 | $1,125,344 |
| 28756 SHS FIDELITY NEW MARKETS | $466,423 | $466,423 |
| 104245 SHS JOHCM INT'L SELECT | $2,349,675 | $2,349,675 |
| 78185 SHS TWEEDY BROWNE GLOBAL VALUE FUND | $2,227,494 | $2,227,494 |
| 132327 SHS VIRTUS EMERGING MKTS OPPOR-I | $1,598,508 | $1,598,508 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LNWM RENEWABLE POWER FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $387,583 | BookValueAmt |
| EOYFMV | $387,583 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $20,300 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,075 | AccumulatedDepreciationAmt |
| Book Value | $15,225 | BookValueAmt |
| EOYFMV | $15,225 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,263 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $773 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $950,000 | BOYBookValueAmt |
| EOY Book Value | $950,000 | EOYBookValueAmt |
| EOYFMV | $950,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INFRASTRUCTURE | $6,000 | $0 | $9,646 |
| MEMBER DUES & SUBSCRIPTIONS | $9,610 | $0 | $9,610 |
| INSURANCE | $2,739 | $0 | $2,739 |
| OFFICE EXPENSES | $9,462 | $0 | $9,462 |
| PROGRAM EXPENSES | $44,717 | $0 | $44,717 |
| DEDUCTIONS FROM PARTNERSHIP INVESTMENTS | $0 | $5,521 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN INTEREST | Desc |
| Revenue And Expenses Per Books | $9,974 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,974 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $4,399,513 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $131,474 | $131,474 | $0 |
| OTHER PROFESSIONAL FEES | $12,547 | $0 | $13,124 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,023 | $0 | $0 |
| OTHER TAXES | $175 | $0 | $175 |