MEDINA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MEDINA FOUNDATION (EIN 91-0745225)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-04
- IRS object ID
- 201711249349100046
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-04T15:38:48-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910745225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDINA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 2066528780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE NO 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER TEUNON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2066528780 | PhoneNum |
| Signature | 2017-05-01 | 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 | 2017-05-02 | 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 | 2017-05-01 | IPDt |
| IP Tm | 16:10:21 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A84EFBA0A89944CCD269D267679E7EF57609C71 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E84C8B0693DA92A08821FFD519737EBA88403786 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,956,034 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,578 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,578 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,217,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,105,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$830,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,055,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $267 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,395,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,108,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,711 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $178,069 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $241,086 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $241,440 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $75,399 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,235 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $769 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $769 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,088 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,709 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,379 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,164 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,118 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,552 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,065 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,065 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $902,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $676,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,813,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,813,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,715,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,490,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,320,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,877,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $831,641 | CashBOYAmt |
| Cash EOY | $307,020 | CashEOYAmt |
| Cash EOYFMV | $307,020 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,341,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,302,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,302,541 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,726 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,053 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,053 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,506,157 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,579,568 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,579,568 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,474,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,825,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,825,644 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,152,011 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,515,395 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,515,395 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,403,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,403,641 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $37,191 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,172 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,172 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $89,393,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,956,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,956,034 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $71,405 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,133 | AccountsPayableEOYAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $171,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,133 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $89,222,546 | UnrestrictedBOYAmt |
| Unrestricted EOY | $89,839,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,222,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,839,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,393,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,956,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,222,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,320,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,937,632 | OtherIncreasesAmt |
| Subtotal | $89,839,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $89,839,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $31,055,379 | $31,886,092 | -$830,713 | -$830,713 | |
| CLASS ACTION INCOME | $321 | $321 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$830,392 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,632,232 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,664,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,454,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $95,471,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,427,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $92,193,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048026 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,120,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $87,916,049 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,065,488 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,887,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046258 | DistributionYr5Rt |
| Total Distribution | 0.237795 | TotalDistributionRt |
| Average Distribution | 0.047559 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,240,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,149,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,773 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,167,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,490,288 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,801 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $93,801 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $75,028 | OverpaymentAmt |
| Applied To ES Tax | $75,028 | 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.MEDINAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JENNIFER TEUNON | IndividualWithBooksNm |
| Phone | 2066528780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE SUITE 1300 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER TEUNON | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | EXECUTIVE DIRECTOR | 40.00 | $177,883 | $23,057 | $0 |
| PIPER HENRY KELLER | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | PAST PRESIDENT | 3.00 | $0 | $0 | $0 |
| GAIL GANT | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PATRICIA HENRY | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEAN GARDNER | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TREASURER | 5.00 | $0 | $0 | $0 |
| JILL GARDNER | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| JAMES N CLAPP II | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARGARET CLAPP | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MATTHEW N CLAPP JR | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TAMSIN CLAPP | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEPHEN GANT | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARION CLAPP RAWLINSON | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELIZABETH WILLIAMS | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | SECRETARY | 5.00 | $0 | $0 | $0 |
| EDELVEIS CLAPP | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM HENRY | ||||||||
| 801 SECOND AVENUE SUITE 1300 | SEATTLE | WA | 98104 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AANA LAUCKHART | ||||||||
| 801 SECOND AVE SUITE 1300 | SEATTLE | WA | 98104 | PROGRAM OFFICER | 40.00 | $110,325 | $17,309 | $0 |
| JESSICA CASE | ||||||||
| 801 SECOND AVE SUITE 1300 | SEATTLE | WA | 98104 | PROGRAM OFFICER | 40.00 | $99,921 | $15,824 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAIRD NORTON WEALTH MANAGEMENT | |||||
| 801 2ND AVE SUITE 1600 | SEATTLE | WA | 98104 | INVESTMENT MANAGEMENT | $127,264 |
| GOLDMAN SACHS | |||||
| 719 2ND AVE SUITE 1300 | SEATTLE | WA | 98104 | INVESTMENT MANAGEMENT | $69,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,863,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,757,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,948,094 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,569,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,569,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,328,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,240,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,362,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,362,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,773 | TotalTaxAmt |
| Distributable Before Adj | $4,343,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,343,266 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,343,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,490,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,490,288 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,773 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,471,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,343,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,385,085 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,490,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,385,085 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,203 | 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 | $4,238,063 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AANA LAUCKHART | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE SUITE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066528783 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 13 AND WWW.MEDINAFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO APPLICATION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 AND WWW.MEDINAFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABUSED DEAF WOMEN'S ADVOCACY SERVICES | ||||||||
| 8623 ROOSEVELT WAY NE | SEATTLE | WA | 98115 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| ALZHEIMER'S ASSOCIATION - GREATER MICHIGAN CHAPTER | ||||||||
| GREATER MICHIGAN CHAPTER HEADQUARTE | SOUTHFIELD | MI | 48033 | NONE | PC: 509 (A)(1) OR (A | EMPLOYEE MATCHING GIFT - FOR GREATER MICHIGAN CHAPTER | $60 | S 25200 TELEGRAPH RD STE 100 |
| AMERICA SCORES SEATTLE | ||||||||
| 2450 6TH AVE S SUITE 203 | SEATTLE | WA | 98134 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| ANACORTES FAMILY CENTER | ||||||||
| 1011 27TH STREET | ANACORTES | WA | 98221 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| ARTS CORPS | ||||||||
| 4408 DELRIDGE WAY SW SUITE 110 | SEATTLE | WA | 981061348 | NONE | PC: 509 (A)(1) OR (A | ARTS INTEGRATION THROUGH TEACHING ARTISTS RESIDENCIES | $15,000 | |
| ASSISTANCE LEAGUE OF BELLINGHAM | ||||||||
| PO BOX 2998 | BELLINGHAM | WA | 982272998 | NONE | PC: 509 (A)(1) OR (A | OPERATION SCHOOL BELL (OSB) | $10,000 | |
| BELLARMINE PREPARATORY SCHOOL | ||||||||
| 2300 S WASHINGTON ST | TACOMA | WA | 984051399 | NONE | PC: 509 (A)(1) OR (A | CAMPUS CENTER CAPITAL PROJECT | $50,000 | |
| BEYOND SURVIVAL | ||||||||
| 313 SOUTH I STREET | ABERDEEN | WA | 98520 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| BIG BROTHERS BIG SISTERS OF SOUTHWEST WASHINGTON | ||||||||
| 1802 BLACK LAKE BLVD SW 102 | OLYMPIA | WA | 98512 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| BOOK-IT REPERTORY THEATRE | ||||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $150 | |
| BOYER CHILDREN'S CLINIC | ||||||||
| 1850 BOYER AVE EAST | SEATTLE | WA | 98112 | NONE | PC: 509 (A)(1) OR (A | NE SEATTLE EXPANSION PROJECT | $40,000 | |
| BOYS & GIRLS CLUB OF THE LONG BEACH PENINSULA | ||||||||
| PO BOX 1172 | LONG BEACH | WA | 98631 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| BOYS & GIRLS CLUBS OF KING COUNTY | ||||||||
| 603 STEWART ST STE 300 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $40,000 | |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | ||||||||
| 3875 S 66TH STREET | TACOMA | WA | 98409 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $40,000 | |
| BOYS & GIRLS CLUBS OF THURSTON COUNTY | ||||||||
| 2424 HERITAGE COURT SW SUITE 301 | OLYMPIA | WA | 98502 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| BOYS & GIRLS CLUBS OF WHATCOM COUNTY | ||||||||
| 1616 CORNWALL AVE SUITE 111 | BELLINGHAM | WA | 98225 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| BOYS & GIRLS CLUBS WASHINGTON STATE ASSOCIATION | ||||||||
| 7511 GREENWOOD AVE N 107 | SEATTLE | WA | 98103 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| BRIGID COLLINS FAMILY SUPPORT CENTER | ||||||||
| 1231 N GARDEN ST STE 200 | BELLINGHAM | WA | 98225 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| BUILDING CHANGES | ||||||||
| 1200 12TH AVENUE SOUTH SUITE 1200 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| CCS - ASSET PROGRAM | ||||||||
| CCS HEADQUARTERS 100 23RD AVE S | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | ASSET PROGRAM | $15,000 | |
| CCS - BENEDICT HOUSE | ||||||||
| CCS - BENEDICT HOUSE 250 SOUTH | BREMERTON | WA | 98312 | NONE | PC: 509 (A)(1) OR (A | BENEDICT HOUSE | $25,000 | CAMBRIAN AVENUE |
| CCS - DREXEL HOUSE | ||||||||
| CCS SW HEADQUARTERS 1323 SOUTH | TACOMA | WA | 98405 | NONE | PC: 509 (A)(1) OR (A | DREXEL HOUSE EMERGENCY SHELTER | $25,000 | YAKIMA AVE |
| CCS - FAMILY HOUSING NETWORK | ||||||||
| 5050 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509 (A)(1) OR (A | FAMILY HOUSING NETWORK | $25,000 | |
| CCS - FEED THE HUNGRY | ||||||||
| PO BOX 1734 | ABERDEEN | WA | 98520 | NONE | PC: 509 (A)(1) OR (A | FEED THE HUNGRY | $8,000 | |
| CCS - GRAYS HARBOR YOUTH CENTER | ||||||||
| PO BOX 1734 | ABERDEEN | WA | 98520 | NONE | PC: 509 (A)(1) OR (A | GRAYS HARBOR YOUTH CENTER | $10,000 | |
| CCS - HOMEARISEREACH OUT | ||||||||
| CCS HEADQUARTERS 100 - 23RD AVE S | SEATTLE | WA | 981442302 | NONE | PC: 509 (A)(1) OR (A | SOUTH KC SHELTER SYSTEM | $15,000 | |
| CCS - HOPE HOUSE | ||||||||
| 1133 RAILROAD AVE STE 100 | BELLINGHAM | WA | 98225 | NONE | PC: 509 (A)(1) OR (A | HOPE HOUSE | $10,000 | |
| CCS - KATHERINE'S HOUSE & RITA'S HOUSE | ||||||||
| CCS HEADQUARTERS 100 - 23RD AVE S | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | KATHERINE'S HOUSE AND RITA'S HOUSE | $20,000 | |
| CCS - NATIVITY HOUSE | ||||||||
| CCS SW HEADQUARTERS 1323 S YAKIMA | TACOMA | WA | 98405 | NONE | PC: 509 (A)(1) OR (A | NATIVITY HOUSE | $30,000 | AVE |
| CCS - NEW BETHLEHEM DAY SHELTER | ||||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | NEW BETHLEHEM DAY CENTER | $10,000 | |
| CCS - SACRED HEART SHELTER | ||||||||
| 232 WARREN AVENUE N | SEATTLE | WA | 98109 | NONE | PC: 509 (A)(1) OR (A | SACRED HEART SHELTER | $25,000 | |
| CCS - ST MARTIN DE PORRES SHELTER | ||||||||
| 1561 ALASKAN WAY S | SEATTLE | WA | 98134 | NONE | PC: 509 (A)(1) OR (A | ST. MARTIN DE PORRES SHELTER | $20,000 | |
| CCS - THE COMMUNITY KITCHEN | ||||||||
| PO BOX 1104 | OLYMPIA | WA | 985071104 | NONE | PC: 509 (A)(1) OR (A | THE COMMUNITY KITCHEN | $7,000 | |
| CCS - YOUTH TUTORING PROGRAM | ||||||||
| CCS HEADQUARTERS 100 23RD AVE S | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | YOUTH TUTORING PROGRAM | $15,000 | |
| CENTERSTONE OF SEATTLE | ||||||||
| 722 18TH AVE | SEATTLE | WA | 98122 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| CHILD ADVOCACY CENTER OF SNOHOMISH COUNTY DBA DAWSON PLACE | ||||||||
| 1509 CALIFORNIA STREET | EVERETT | WA | 98201 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| CHILD CARE RESOURCES | ||||||||
| 1225 S WELLER ST STE 300 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | CHILD CARE RESOURCES HOMELESS CHILD CARE PROGRAM | $20,000 | |
| CHILDREN'S MUSEUM OF TACOMA | ||||||||
| 1501 PACIFIC AVENUE SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509 (A)(1) OR (A | EARLY LEARNING CENTER | $10,000 | |
| CHILDREN'S THERAPY CENTER | ||||||||
| 10811 SE KENT KANGLEY ROAD | KENT | WA | 98030 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| CHS - NOEL HOUSE | ||||||||
| 118 BELL STREET | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | NOEL HOUSE | $25,000 | |
| CHS - ROSE OF LIMA | ||||||||
| 118 BELL STREET | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | ROSE OF LIMA | $10,000 | |
| CITY YEAR INC | ||||||||
| 2203 23RD AVE S SUITE 101 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| COLLEGE ACCESS NOW | ||||||||
| 3211 MARTIN LUTHER KING JR WAY | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | SOUTH SUITE A |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 1605 NW SAMMAMISH ROAD SUITE 200 | ISSAQUAH | WA | 98027 | NONE | PC: 509 (A)(1) OR (A | COLLEGE AND CAREER READINESS PROGRAMS IN KING AND PIERCE COUNTIES | $20,000 | |
| COMMUNITY CENTER FOR EDUCATION RESULTS | ||||||||
| 1200 12TH AVENUE SOUTH SUITE 701 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| CONCERNED CITIZENS | ||||||||
| PO BOX 1787 | FORKS | WA | 98331 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| CROSSROADS HOUSING (FORMERLY MASON COUNTY SHELTER) | ||||||||
| PO BOX 1777 | SHELTON | WA | 98584 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| DENISE LOUIE EDUCATION CENTER | ||||||||
| 1930 SIXTH AVENUE SOUTH SUITE 401 | SEATTLE | WA | 98134 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| DOMESTIC VIOLENCE & SEXUAL ASSAULT SERVICES OF WHATCOM COUNTY | ||||||||
| 1407 COMMERCIAL ST | BELLINGHAM | WA | 98225 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $45,000 | |
| DOMESTIC VIOLENCE SERVICES OF SNOHOMISH COUNTY | ||||||||
| PO BOX 7 | EVERETT | WA | 982060007 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| EASTSIDE ACADEMY | ||||||||
| 1717 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| EASTSIDE BABY CORNER | ||||||||
| PO BOX 712 | ISSAQUAH | WA | 98027 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| EDEN REFORESTATION PROJECTS | ||||||||
| 150 E MEDA AVE STE 210 | GLENDORA | CA | 91741 | NONE | PC: 509 (A)(1) OR (A | SEATTLE FAMILY GIVING GROUP - EMPLOYEE MATCHING GIFT | $1,000 | |
| ENCOMPASS | ||||||||
| 1407 BOALCH AVE NW | NORTH BEND | WA | 98045 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| EVERGREEN STATE COLLEGE FOUNDATION | ||||||||
| 2700 EVERGREEN PARKWAY NW LIBRARY | OLYMPIA | WA | 98505 | NONE | PC: 509 (A)(1) OR (A | GATEWAYS FOR INCARCERATED YOUTH | $15,000 | 3122 |
| EXPRESS ADVANTAGE | ||||||||
| 1930 6TH AVE SOUTH SUITE 101 | SEATTLE | WA | 98134 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $75,000 | |
| FLORIDA SCHOOL OF HOLISTIC LIVING | ||||||||
| 1109 E CONCORD STREET | ORLANDO | FL | 32803 | NONE | PC: 509 (A)(1) OR (A | STANDING ROCK MEDIC & HEALER COUNCIL - EMPLOYEE MATCHING GIFT | $50 | |
| FOOD LIFELINE | ||||||||
| 1702 NE 150TH ST | SHORELINE | WA | 981557226 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $50,000 | |
| FOUNDATION FOR PRIVATE ENTERPRISE EDUCATION | ||||||||
| 923 POWELL AVENUE SW SUITE 100 | RENTON | WA | 98057 | NONE | PC: 509 (A)(1) OR (A | BUSINESS WEEK FOR YOUTH IN PACIFIC AND GRAYS HARBOR COUNTIES | $15,000 | |
| FOUNDATION FOR TACOMA STUDENTS | ||||||||
| 302 S 9TH ST STE 200 | TACOMA | WA | 98402 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| FREMONT ABBEY ARTS CENTER | ||||||||
| 4272 FREMONT AVE N | SEATTLE | WA | 98103 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $80 | |
| FRIENDS OF YOUTH | ||||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| FUNHOUSE COMMONS | ||||||||
| 30 PEA PATCH LANE | EASTSOUND | WA | 98245 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| GARDEN RAISED BOUNTY (GRUB) | ||||||||
| 2016 ELLIOTT AVE NW | OLYMPIA | WA | 98502 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| GIRL SCOUTS OF WESTERN WASHINGTON | ||||||||
| 601 VALLEY STREET | SEATTLE | WA | 98109 | NONE | PC: 509 (A)(1) OR (A | GIRLS SCOUTS OF WESTERN WASHINGTON STAFF-LED TROOPS | $20,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1413 K STREET | WASHINGTON | DC | 20005 | NONE | PC: 509 (A)(1) OR (A | 2016 MEMBERSHIP DUES | $1,920 | |
| GREEN DOT PUBLIC SCHOOLS WASHINGTON | ||||||||
| 1301 E 34TH STREET | TACOMA | WA | 98404 | NONE | PC: 509 (A)(1) OR (A | AFTER SCHOOL AND COMMUNITY ENGAGEMENT SUPPORT TO GREEN DOT DESTINY MIDDLE SCHOOL | $20,000 | |
| HAND IN HAND | ||||||||
| 14 EAST CASINO ROAD SUITE E | EVERETT | WA | 98208 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| HAND IN HAND | ||||||||
| 14 EAST CASINO ROAD SUITE E | EVERETT | WA | 98208 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| HEALTHY FAMILIES OF CLALLAM COUNTY | ||||||||
| 1210 EAST FRONT STREET SUITE C | PORT ANGELES | WA | 983624325 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| HEALTHY FAMILIES OF CLALLAM COUNTY | ||||||||
| 1210 EAST FRONT STREET SUITE C | PORT ANGELES | WA | 983624325 | NONE | PC: 509 (A)(1) OR (A | HOUSING FIRST FLEXIBLE FUNDING | $20,000 | |
| HEALTHY FAMILIES OF CLALLAM COUNTY | ||||||||
| 1210 EAST FRONT STREET SUITE C | PORT ANGELES | WA | 983624325 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| HIGHLINE SCHOOLS FOUNDATION FOR EXCELLENCE | ||||||||
| 15675 AMBAUM BLVD SW | BURIEN | WA | 98166 | NONE | PC: 509 (A)(1) OR (A | STUDENT AND FAMILY STABILITY INITIATIVE (SFSI) | $20,000 | |
| HILLTOP ARTISTS IN RESIDENCE | ||||||||
| PO BOX 6829 | TACOMA | WA | 98417 | NONE | PC: 509 (A)(1) OR (A | ARTS CONNECT PROGRAM FOR COURT-INVOLVED GIRLS | $15,000 | |
| HOLLY RIDGE CENTER | ||||||||
| 5112 NW TAYLOR RD | BREMERTON | WA | 98312 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| HOPELINK | ||||||||
| 10675 WILLOWS ROAD NE 275 | REDMOND | WA | 98052 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $50,000 | |
| HOPEWORKS SOCIAL ENTERPRISES | ||||||||
| 3331 BROADWAY | EVERETT | WA | 98201 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $50,000 | |
| HOSPITALITY HOUSE | ||||||||
| 1419 SW 150TH ST | BURIEN | WA | 98166 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| INTERIM COMMUNITY DEVELOPMENT ASSOCIATION | ||||||||
| 310 MAYNARD AVENUE S | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| IRAQI COMMUNITY CENTER OF WASHINGTON | ||||||||
| 10610 KENT KANGLEY RD STE 207 | KENT | WA | 98031 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 1601 16TH AVE | SEATTLE | WA | 981224000 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| JUBILEE WOMEN'S CENTER | ||||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | NONE | PC: 509 (A)(1) OR (A | JUMA SEATTLE | $15,000 | |
| JUMPING MOUSE CHILDREN'S CENTER | ||||||||
| 1809 SHERIDAN STREET | PORT TOWNSEND | WA | 98368 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| KEXP | ||||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $100 | |
| KINDERING CENTER | ||||||||
| 16120 NE 8TH ST | BELLEVUE | WA | 98008 | NONE | PC: 509 (A)(1) OR (A | KINDERING BOTHELL CAPITAL CAMPAIGN | $75,000 | |
| KITSAP ADULT CENTER FOR EDUCATION | ||||||||
| 616 FIFTH ST | BREMERTON | WA | 98337 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| KUOW PUGET SOUND PUBLIC RADIO | ||||||||
| 4518 UNIVERSITY WAY NE SUITE 310 | SEATTLE | WA | 981054535 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $100 | |
| L'ARCHE TAHOMA HOPE COMMUNITY | ||||||||
| 12303 36TH AVE E | TACOMA | WA | 98446 | NONE | PC: 509 (A)(1) OR (A | L'ARCHE FARM AND GARDENS | $15,000 | |
| LIFEWIRE | ||||||||
| PO BOX 6398 | BELLEVUE | WA | 980080398 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $40,000 | |
| LITERACY SOURCE | ||||||||
| 3200 NE 125TH STREET | SEATTLE | WA | 98125 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| LUMMI YOUTH ACADEMY - FISCAL SPONSOR LUMMI NATION SERVICE ORGANIZATION (LN | ||||||||
| 2665 KWINA ROAD | BELLINGHAM | WA | 98226 | NONE | PC: 509 (A)(1) OR (A | LUMMI YOUTH ACADEMY | $10,000 | |
| LYDIA PLACE | ||||||||
| PO BOX 28487 | BELLINGHAM | WA | 98228 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| MARKET FOUNDATION | ||||||||
| 85 PIKE ST 500 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| MARY'S PLACE | ||||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| MERCY HOUSING NORTHWEST | ||||||||
| 2505 3RD AVE STE 204 | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $60,000 | |
| MOTHER MENTORS OF WHIDBEY ISLAND | ||||||||
| PO BOX 92 | LANGLEY | WA | 982600092 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| MULTI-SERVICE CENTER | ||||||||
| PO BOX 23699 1200 S 336TH ST | FEDERAL WAY | WA | 980930699 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW STE 550 | WASHINGTON | DC | 20006 | NONE | PC: 509 (A)(1) OR (A | 2016 MEMBERSHIP DUES | $2,500 | |
| NATIONAL RESOURCE DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $100 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 1225 S WELLER ST SUITE 510 | SEATTLE | WA | 98144 | NONE | SOI: 509(A)(3) OR (A | GENERAL OPERATING | $50,000 | |
| NEW PHOEBE HOUSE ASSOCIATION | ||||||||
| PO BOX 5245 | TACOMA | WA | 98415 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| NORTH KITSAP FISHLINE | ||||||||
| PO BOX 1517 | POULSBO | WA | 98370 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| NORTHWEST HARVEST | ||||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $50,000 | |
| NORTHWEST YOUTH SERVICES | ||||||||
| 1020 N STATE STREET | BELLINGHAM | WA | 982255012 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| OPEN ARMS PERINATAL SERVICES | ||||||||
| 2524 16TH AVE S ROOM 207A | SEATTLE | WA | 98144 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| OPERATION NIGHTWATCHSEATTLE | ||||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| PARENT TRUST FOR WASHINGTON CHILDREN | ||||||||
| 2200 RAINIER AVE S | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| PEACE COMMUNITY CENTER | ||||||||
| 2106 SOUTH CUSHMAN AVE | TACOMA | WA | 98405 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| PEACE FOR THE STREETS BY KIDS FROM THE STREETS | ||||||||
| 1609 19TH AVE | SEATTLE | WA | 98122 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 4TH AVE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | 2016 MEMBERSHIP DUES | $14,545 | |
| PLOUGHSHARES FUND | ||||||||
| 1808 WEDEMEYER STREET STE 200 THE | SAN FRANCISCO | CA | 94129 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $1,000 | PRESIDIO OF SAN FRANCISCO |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $60,000 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | 2016 SEATTLE DANCES | $1,550 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $100 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $100 | |
| POMONA COLLEGE | ||||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | PC: 509 (A)(1) OR (A | ANNUAL FUND - EMPLOYEE MATCHING GIFT | $250 | |
| POTLATCH FUND | ||||||||
| 801 SECOND AVENUE SUITE 304 | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| PROJECT FEAST | ||||||||
| 2800 S 192ND STREET STE 104 | SEATAC | WA | 98188 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $12,000 | |
| RAINIER SCHOLARS | ||||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | RAINIER SCHOLARS - GENERAL OPERATING | $30,000 | |
| READINESS TO LEARN | ||||||||
| PO BOX 280 | LANGLEY | WA | 98260 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| REAL ESCAPE FROM THE SEX TRADE (REST) | ||||||||
| 4215 RAINIER AVE SOUTH SUITE B | SEATTLE | WA | 98118 | NONE | PC: 509 (A)(1) OR (A | CAPITAL FOR EMERGENCY RECEIVING CENTER | $10,000 | |
| REAL ESCAPE FROM THE SEX TRADE (REST) | ||||||||
| 4215 RAINIER AVE SOUTH SUITE B | SEATTLE | WA | 98118 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| RECOVERY CAFE | ||||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| RENTON AREA YOUTH & FAMILY SERVICES | ||||||||
| PO BOX 1510 | RENTON | WA | 98057 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| RESCUE MISSION | ||||||||
| PO BOX 1912 | TACOMA | WA | 984011912 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| ROOTS YOUNG ADULT SHELTER | ||||||||
| 1415 NE 43RD ST | SEATTLE | WA | 98105 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| RYTHER | ||||||||
| 2400 NE 95TH ST | SEATTLE | WA | 98115 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| SAFEPLACE | ||||||||
| PO BOX 2002 | OLYMPIA | WA | 985071605 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| SANCTUARY ART CENTER | ||||||||
| 1604 NE 50TH STREET | SEATTLE | WA | 98105 | NONE | PC: 509 (A)(1) OR (A | HOLIDAY FUND - EMPLOYEE MATCHING GIFT | $80 | |
| SEATTLE FOUNDATION | ||||||||
| 1200 5TH AVE 1300 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | GIVEBIG 2016 | $25,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1200 5TH AVE 1300 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | RAPID RESOURCE FUND FOR THE ROADMAP PROJECT | $10,000 | |
| SEATTLE TILTH | ||||||||
| 4649 SUNNYSIDE AVENUE N SUITE 100 | SEATTLE | WA | 98103 | NONE | PC: 509 (A)(1) OR (A | SEATTLE YOUTH GARDEN WORKS | $10,000 | |
| SIDEWALK | ||||||||
| 1139 5TH AVE NE | OLYMPIA | WA | 98501 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | NONE | PC: 509 (A)(1) OR (A | 100,000 OPPORTUNITY FAIR & FORUM, SEATTLE | $2,000 | |
| SKAGIT DOMESTIC VIOLENCE & SEXUAL ASSAULT SERVICES | ||||||||
| PO BOX 301 | MT VERNON | WA | 98273 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| SKAGIT VALLEY FAMILY YMCA | ||||||||
| 215 EAST FULTON STREET | MOUNT VERNON | WA | 98273 | NONE | PC: 509 (A)(1) OR (A | YMCA OASIS TEEN SHELTER AND DAYLIGHT CENTER | $30,000 | |
| SOCIAL JUSTICE FUND NORTHWEST | ||||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $110 | |
| SOCIAL VENTURE PARTNERS | ||||||||
| 220 2ND AVENUE S 300 | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | 2016 MEMBERSHIP DUES | $6,000 | |
| SOCIAL VENTURE PARTNERS | ||||||||
| 220 2ND AVENUE S 300 | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | STATEWIDE CAPACITY COLLABORATIVE | $10,000 | |
| SOCIETY OF ST VINCENT DE PAUL - OUR LADY OF GUADALUPE | ||||||||
| 7000 35TH AVE SW | SEATTLE | WA | 98126 | NONE | PC: 509 (A)(1) OR (A | IN HONOR OF ANN DENHART | $2,500 | |
| SOUND OUTREACH | ||||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - EMPLOYEE MATCHING GIFT | $75 | |
| STREET YOUTH MINISTRIES | ||||||||
| 4540 15TH AVE NE | SEATTLE | WA | 98105 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATIONS | $15,000 | |
| SUMMER SEARCH | ||||||||
| 1109 FIRST AVE STE 205 | SEATTLE | WA | 98101 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| TACOMA AREA YOUTH FOR CHRIST | ||||||||
| PO BOX 834 | TACOMA | WA | 98401 | NONE | PC: 509 (A)(1) OR (A | CITY LIFE AND ANEW | $15,000 | |
| TACOMA HOUSING DEVELOPMENT GROUP | ||||||||
| 902 SOUTH L STREET | TACOMA | WA | 98405 | NONE | PC: 509 (A)(1) OR (A | CHILDRENS SAVINGS ACCOUNTS (CSA) | $20,000 | |
| TAKE THE NEXT STEP | ||||||||
| 202 SOUTH SAMS STREET | MONROE | WA | 98272 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| TEAM READ | ||||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $35,000 | |
| THE BOILER ROOM | ||||||||
| PO BOX 1659 | PORT TOWNSEND | WA | 98368 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| THE COFFEE OASIS | ||||||||
| 837 4TH STREET | BREMERTON | WA | 98337 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| THE COFFEE OASIS | ||||||||
| 837 4TH STREET | BREMERTON | WA | 98337 | NONE | PC: 509 (A)(1) OR (A | KINGSTON DROP-IN CENTER | $10,000 | |
| THE DOVE PROJECT | ||||||||
| PO BOX 1341 | VASHON | WA | 98070 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| THE DOVE PROJECT | ||||||||
| PO BOX 1341 | VASHON | WA | 98070 | NONE | I: INDIVIDUAL | NONPROFIT EXECUTIVE LEADERSHIP INSTITUTE SCHOLARSHIP | $3,400 | |
| THE DOVE PROJECT | ||||||||
| PO BOX 1341 | VASHON | WA | 98070 | NONE | PC: 509 (A)(1) OR (A | FLEXIBLE FUNDS FOR STABLE HOUSING | $5,000 | |
| THE GREATER SEATTLE BUREAU OF FEARLESS IDEAS - FORMERLY 826 SEATTLE | ||||||||
| PO BOX 30764 | SEATTLE | WA | 98113 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| THE SERVICE BOARD | ||||||||
| 4408 DELRIDGE WAY SW SUITE 100 | SEATTLE | WA | 98106 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| THE SOPHIA WAY | ||||||||
| 11061 NE 2ND STREET SUITE 223 | BELLEVUE | WA | 98004 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| TOGETHER | ||||||||
| 418 CARPENTER RD SE STE 203 | LACEY | WA | 98503 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| TOGETHER | ||||||||
| 418 CARPENTER RD SE STE 203 | LACEY | WA | 98503 | NONE | PC: 509 (A)(1) OR (A | ALLIANCE FOR YOUTH: CALL TO ACTION (FISCALLY SPONSORED) | $15,000 | |
| TURNING POINTE DOMESTIC VIOLENCE SERVICES | ||||||||
| PO BOX 2014 | SHELTON | WA | 98584 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| EVANS SCHOOL UNIV OF WA PARRINGTON | SEATTLE | WA | 98195 | NONE | PC: 509 (A)(1) OR (A | EVANS SCHOOL ENRICHMENT FUND - EMPLOYEE MATCHING GIFT | $300 | HALL 4100 15TH AVE NE |
| URBAN JUSTICE CENTER | ||||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | NONE | PC: 509 (A)(1) OR (A | INTERNATIONAL REFUGEE ASSISTANCE PROJECT - EMPLOYEE MATCHING GIFT | $150 | |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||||
| 105 FOURTEENTH AVENUE | SEATTLE | WA | 98122 | NONE | PC: 509 (A)(1) OR (A | CAREER BRIDGE FOR WOMEN | $15,000 | |
| VENTURES - FORMERLY WASHINGTON COMMUNITY ALLIANCE FOR SELF-HELP | ||||||||
| 2100 24TH AVE S 380 | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $40,000 | |
| VIETNAMESE FRIENDSHIP ASSOCIATION | ||||||||
| 3829B S EDMUND ST BOX 9 | SEATTLE | WA | 98118 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| VISION HOUSE | ||||||||
| PO BOX 2951 | RENTON | WA | 98059 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $40,000 | |
| WASHINGTON ALLIANCE FOR BETTER SCHOOLS | ||||||||
| 18560 FIRST AVENUE NE | SHORELINE | WA | 98155 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| WASHINGTON STATE ASSOCIATION OF CASAGAL PROGRAMS | ||||||||
| 19550 INTERNATIONAL BLVD SUITE 308 | SEATAC | WA | 98188 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| WAY BACK INN FOUNDATION | ||||||||
| PO BOX 621 | RENTON | WA | 98057 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| WELLSPRING FAMILY SERVICES | ||||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $50,000 | |
| WEST SEATTLE FOOD BANK | ||||||||
| 3419 SW MORGAN ST | SEATTLE | WA | 98126 | NONE | PC: 509 (A)(1) OR (A | IN HONOR OF ANN DENHART | $1,000 | |
| WEST SOUND TREATMENT CENTER (WSTC) | ||||||||
| 1415 LUMSDEN ROAD | PORT ORCHARD | WA | 98367 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| WESTSIDE BABY | ||||||||
| 10002 14TH AVE SW | SEATTLE | WA | 98146 | NONE | PC: 509 (A)(1) OR (A | IN HONOR OF ANN DENHART | $1,500 | |
| WESTSIDE BABY | ||||||||
| 10002 14TH AVE SW | SEATTLE | WA | 98146 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $10,000 | |
| WHATCOM LITERACY COUNCIL | ||||||||
| PO BOX 1292 | BELLINGHAM | WA | 98227 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| WILLAPA BEHAVIORAL HEALTH | ||||||||
| 2204 PACIFIC AVE N | LONG BEACH | WA | 98631 | NONE | PC: 509 (A)(1) OR (A | PACIFIC COUNTY YOUTH ALLIANCE | $60,000 | |
| WONDERLAND DEVELOPMENTAL CENTER | ||||||||
| 816 NE 190TH ST PO BOX 55399 | SHORELINE | WA | 98155 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $15,000 | |
| YEAR UP PUGET SOUND | ||||||||
| 2607 2ND AVENUE | SEATTLE | WA | 98121 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVENUE | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | YMCA POWERFUL SCHOOLS & EDUCATION PROGRAMMING/MATT GRIFFIN YMCA | $75,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVENUE | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | THE REVITALIZATION OF THE YESLER COMMUNITY CENTER | $14,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVENUE | SEATTLE | WA | 98104 | NONE | PC: 509 (A)(1) OR (A | HOST HOMES | $30,000 | |
| YOUNG LIFE CAPERNAUM | ||||||||
| PO BOX 55998 | SEATTLE | WA | 98155 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| YOUTH EASTSIDE SERVICES | ||||||||
| 999 164TH AVE NE | BELLEVUE | WA | 98008 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $25,000 | |
| YWCA BELLINGHAM | ||||||||
| 1026 NORTH FOREST ST | BELLINGHAM | WA | 98225 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING - HOMELESS HOUSING PROGRAM | $20,000 | |
| YWCA OF OLYMPIA | ||||||||
| 220 UNION AVE SE | OLYMPIA | WA | 98501 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $20,000 | |
| YWCA OF TACOMA & PIERCE COUNTY | ||||||||
| 405 BROADWAY | TACOMA | WA | 98402 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,813,720 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | PC: 509 (A)(1) OR (A | COMMUNITY BEHAVIORAL HEALTH CENTER - GENERAL OPERATING SUPPORT | $75,000 |
| TURNING POINTE DOMESTIC VIOLENCE SERVICES | |||||||
| PO BOX 2014 | SHELTON | WA | 98584 | NONE | PC: 509 (A)(1) OR (A | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,578 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,105,245 | ExclusionAmt |
| Related Or Exempt Function Incm | $112,048 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$830,392 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CO-OP DISTRIBUTION | 01 | $267 |
| RETURN OF CAPITAL | 01 | $5,779 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,283,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $112,048 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,395,525 | 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 | 3 | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,088 | Amt |
| Net Investment Income | $3,709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,379 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium 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). |
| FORM 990-PF, PART XV, LINE 2B, 2D | FUNDING 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 (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 392456 SHS BLACKROCK STRATEGIC INCOME OPP | $3,857,843 | $3,857,843 |
| 403115 SHS METROPOLITAN WEST BOND FUND | $4,244,804 | $4,244,804 |
| 198908 SHS JOHN HANCOCK GI ABS FUND | $2,016,922 | $2,016,922 |
| 178665 SHS DRIEHAUS ACTIVE INCOME FUND | $1,818,812 | $1,818,812 |
| 140186 SHS WILLIAM BLAIR BOND FUND | $1,443,910 | $1,443,910 |
| 79492 SHS GS ENHANCED INCOME FUND | $748,824 | $748,824 |
| 284925 SHS EATON VANCE GROUP | $1,632,623 | $1,632,623 |
| 164051 SHS FEDERATED HIGH YIELD BOND MUT FUND | $1,617,547 | $1,617,547 |
| 113867 SHS VOYA FLOATING RATE FUND CLASS I | $1,134,110 | $1,134,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (139 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10740 SHS LONGLEAF PARTNERS SMALL CAP FUND | $295,237 | $295,237 |
| 46137 SHS VANGUARD INST'L INDEX FUND | $9,404,166 | $9,404,166 |
| 14509 SHS VANGUARD MID-CAP INDEX FUND | $2,364,249 | $2,364,249 |
| 2612 SHS WISDOMTREE INT'L SMALL CAP | $156,772 | $156,772 |
| 84635 SHS ABERDEEN EMERGING MKTS | $1,063,020 | $1,063,020 |
| 29517 SHS DRIEHAUS INT'L SMALL CAP GTH | $275,392 | $275,392 |
| 24836 SHS EATON VANCE PARAMETRIC | $1,040,364 | $1,040,364 |
| 83905 SHS JOHCM INT'L SEL-I | $1,557,276 | $1,557,276 |
| 58167 SHS TWEEDY BROWNE GLOBAL VALUE FUND | $1,456,994 | $1,456,994 |
| 221137 VANGUARD DEV MKTS INDX-INST | $2,598,358 | $2,598,358 |
| 190 SHS ABM INDUSTRIES INC | $7,760 | $7,760 |
| 260 SHS AEGION CORP | $6,162 | $6,162 |
| 536 AIR LEASE CORP | $18,401 | $18,401 |
| 510 SHS AMERICAN EAGLE OUTFITTERS | $7,737 | $7,737 |
| 163 SHS AMERICAN RESIDENTIAL PROPERTIE CMN | $3,420 | $3,420 |
| 57 SHS ANIXTER INT'L INC | $4,620 | $4,620 |
| 325 SHS ASSURED GUARANTY LTD | $12,275 | $12,275 |
| 148 SHS BELDEN INC | $11,066 | $11,066 |
| 322 SHS BMC STOCK HOLDINGS INC | $6,279 | $6,279 |
| 177 SHS BOOZ ALLEN HAMILTON HOLDING CORP | $6,384 | $6,384 |
| 252 SHS BRISTOW GROUP INC | $5,161 | $5,161 |
| 412 SHS BROOKS AUTOMATION INC | $7,033 | $7,033 |
| 41 SHS CABOT CORP | $2,072 | $2,072 |
| 68 SHS CHEMED CORP | $10,908 | $10,908 |
| 784 SHS CLUBCORP HOLDINGS INC | $11,250 | $11,250 |
| 59 SHS COHERENT INC | $8,106 | $8,106 |
| 158 SHS COLUMBIA BKG SYS INC | $7,059 | $7,059 |
| 92 SHS CONVERGYS CORP | $2,260 | $2,260 |
| 75 SHS CUBIC CORP | $3,596 | $3,596 |
| 42 SHS CURTISS-WRIGHT CORP | $4,131 | $4,131 |
| 143 SHS DREW INDUSTRIES INC | $15,408 | $15,408 |
| 66 SHS DRIL-QUIP INC | $3,963 | $3,963 |
| 182 SHS ENERSYS CMN | $14,214 | $14,214 |
| 409 SHS ESSENT GROUP LTD | $13,239 | $13,239 |
| 663 SHS FERROGLOBE PLC CMN | $7,180 | $7,180 |
| 393 SHS FINISH LINE INC | $7,392 | $7,392 |
| 329 SHS FIRST AMERICAN FIN CORP | $12,051 | $12,051 |
| 105 SHS FIRST CASH FINANCIAL SERVICE INC | $4,935 | $4,935 |
| 22 SHS FIRST CITIZENS BANKSHARES | $7,810 | $7,810 |
| 143 SHS FTD COMPANIES INC | $3,409 | $3,409 |
| 141 SHS FTI CONSULTING INC | $6,356 | $6,356 |
| 62 SHS G&K SERVICES INC | $5,980 | $5,980 |
| 89 SHS GRANITE CONSTRUCTION INC | $4,895 | $4,895 |
| 1132 SHS GRAPHIC PACKAGING | $14,127 | $14,127 |
| 34 SHS GROUP 1 AUTO INC | $2,650 | $2,650 |
| 100 SHS HANOVER INSURANCE GROUP INC | $9,101 | $9,101 |
| 138 SHS HEIDRICK & STRUGGLES INC | $3,333 | $3,333 |
| 113 SHS HILLENBRAND INC | $4,334 | $4,334 |
| 43 SHS INFINITY PPTY & CAS CORP | $3,780 | $3,780 |
| 189 SHS INSIGHT ENTERPRISES INC | $7,643 | $7,643 |
| 108 SHS INTEGRA LIFESCIENCES HOLDING CORP | $9,265 | $9,265 |
| 164SHS KAR AUCTION SERVICES INC | $6,990 | $6,990 |
| 117 SHS KORN/FERRY INT'L | $3,443 | $3,443 |
| 119 SHS LIFEPOINT HEALTH INC | $6,759 | $6,759 |
| 77 SHS LIVE NATION ENTERTAINMENT INC | $2,048 | $2,048 |
| 587 SHS MAIDEN HOLDINGS LTD | $10,243 | $10,243 |
| 120 SHS MAXIMUS INC | $6,695 | $6,695 |
| 91 SHS MINERALS TECH INC | $7,030 | $7,030 |
| 263 SHS MULTI PACKAGING SOLUTIONS INTL LTD | $3,750 | $3,750 |
| 283 SHS NATIONSTAR MTG HOLDINGS | $5,111 | $5,111 |
| 295 SHS NAVIGANT CONSULTING INC | $7,723 | $7,723 |
| 33 SHS NAVIGATORS GROUP INC | $3,886 | $3,886 |
| 306 SHS NELNET, INC | $15,530 | $15,530 |
| 112 SHS NETGEAR INC | $6,087 | $6,087 |
| 109 SHS NU SKIN ENTERPRISES INC | $5,208 | $5,208 |
| 184 SHS OWENS & MINOR INC | $6,493 | $6,493 |
| 134 SHS PAREXEL INT'L CORP | $8,806 | $8,806 |
| 68 SHS PNM RESOURCES INC | $2,332 | $2,332 |
| 735 SHS RADIAN GROUP INC | $13,215 | $13,215 |
| 374 SHS RPX CORP | $4,039 | $4,039 |
| 263 SHS RSP PERMIAN INC | $11,735 | $11,735 |
| 36 SHS SAFETY INSURANCE GROUP INC | $2,653 | $2,653 |
| 127 SHS SCHWEITZER-MAUDUIT INTERNATION | $5,782 | $5,782 |
| 323 SHS SELECT MEDICAL HOLDINGS CORP | $4,280 | $4,280 |
| 2043 SLM CORP | $22,514 | $22,514 |
| 217 SHS STEVEN MADDEN LTD | $7,758 | $7,758 |
| 314 SHS SYKES ENTERPRISEES INC | $9,062 | $9,062 |
| 48 SHS SYNNEX CORP | $5,809 | $5,809 |
| 242 SHS TELETECH HOLDINGS INC | $7,381 | $7,381 |
| 201 SHS TERADYNE INC | $5,105 | $5,105 |
| 203 SHS TETRA TECH INC | $8,759 | $8,759 |
| 75 SHS TUTOR PERINI CORP | $2,100 | $2,100 |
| 100 SHS UNIVERSAL CORP | $6,375 | $6,375 |
| 343 SHS WALKER & DUNLOP INC | $10,702 | $10,702 |
| 288 SHS WASHINGTON FEDERAL INC | $9,893 | $9,893 |
| 235 SHS WESCO INT'L INC | $15,639 | $15,639 |
| 180 SHS WESTERN REFINING INC | $6,813 | $6,813 |
| 425 SHS WORLD FUEL SERVICES CORP | $19,512 | $19,512 |
| 104 SHS AMERICAN CAPITAL MTG INV CORP | $1,633 | $1,633 |
| 440 SHS ANWORTH MTG ASSET CORP | $2,275 | $2,275 |
| 375 SHS ARES COMMERCIAL REAL ESTATE CO | $5,149 | $5,149 |
| 215 SHS CHATHAM LODGING TR | $4,418 | $4,418 |
| 195 SHS COLONY CAPITAL INC | $3,949 | $3,949 |
| 1284 SHS CYS INVESTMENTS INC | $9,925 | $9,925 |
| 1120 SHS MFA FINANCIAL INC | $8,546 | $8,546 |
| 974 SHS TWO HARBORS INVESTMENT CORP | $8,493 | $8,493 |
| 83 SHS GLOBAL INDEMNITY PLC | $4,700 | $4,700 |
| 100 SHS ICON PUBLIC LTD COMPANY | $7,520 | $7,520 |
| 44322 SHS BLACKROCK S&P 500 INDEX FUND | $11,835,724 | $11,835,724 |
| 368306 SHS MULTI-MANAGER INT'L EQUITY FUND | $3,403,149 | $3,403,149 |
| 397894 SHS STATE STREET HEDGED INT'L DEVELOPED EQUITY FUND | $3,652,664 | $3,652,664 |
| 123196 SHS STATE STREET EMERGING MKTS EQUITY FUND | $1,332,980 | $1,332,980 |
| 367633 GS TACTICAL TILT IMPLEMENTATION FUND | $3,610,151 | $3,610,151 |
| BOSTON PARTNERS SMALL CAP VALUE FUND | $23,287 | $23,287 |
| 454879 SHS AQR STYLE PREMIA-ALT-R6 | $4,521,501 | $4,521,501 |
| 20930 SHS CLARION LONG/SHORT-INS | $204,279 | $204,279 |
| 65389 SHS PIMCO COMMODITY RR STRAT-INS | $468,186 | $468,186 |
| 40736 SHS REMS REAL ESTATE VALUE OPP INSTL | $617,963 | $617,963 |
| 10683 SHS T ROWE PRICE QM S/C GROWTH-1 | $305,947 | $305,947 |
| 5214 SHS UNDISC MGRS BEHAV VAL-INST | $336,645 | $336,645 |
| 32134 SHS VANGUARD WELLESLEY INCOME-ADM | $1,982,695 | $1,982,695 |
| 105878 SHS VIRTUS EMERGING MKTS OPPOR-1 | $958,197 | $958,197 |
| 129SHS FCB FINANCIAL HOLDINGS INC CMN (FCB) | $6,153 | $6,153 |
| 312 SHS BANC OF CALIFORNIA INC CMN (BANC) | $5,413 | $5,413 |
| 95 SHS ENVISION HEALTHCARE CORPORATIO CMN (EVHC) | $6,013 | $6,013 |
| 137 SHS FERRO CORPORATION CMN (FOE) | $1,963 | $1,963 |
| 60 SHS FIRST SOLAR INC CMN | $1,925 | $1,925 |
| 127 GULFPORT ENERGY CORP (NEW) CMN | $2,748 | $2,748 |
| 139 SHS HANMI FINANCIAL CORPORATION CMN | $4,851 | $4,851 |
| 39 SHS JONES LANG LASALLE INC CMN | $3,941 | $3,941 |
| 77 SHS LITHIA MOTORS INC CL-A CMN CLASS A | $7,456 | $7,456 |
| 448 SHS NAVIENT CORPORATION CMN | $7,361 | $7,361 |
| 1385 SHS OFFICE DEPOT INC CMN | $6,260 | $6,260 |
| 179 SHS OLIN CORPORATION CMN | $4,584 | $4,584 |
| 60 SHS ON-ASSIGNMENT INC CMN | $2,650 | $2,650 |
| 270 SHS PHARMERICA CORPORATION CMN | $6,791 | $6,791 |
| 79 SHS PRA GROUP INC. | $3,089 | $3,089 |
| 120 SCHOLASTIC CORPORATION CMN | $5,699 | $5,699 |
| 298 SHS SKETCHERS USA INC CL-A | $7,325 | $7,325 |
| 263 SHS STIFEL FINANCIAL CORP CMN | $11,788 | $11,788 |
| 41 SHS TEMPUR SEALY INTERNATIONAL INC. | $2,799 | $2,799 |
| 293 SHS WILDHORSE RESOURCE DEVELOPMENT CORPORATION | $4,278 | $4,278 |
| 137 SHS LASALLE HOTEL PROPERTIES | $4,174 | $4,174 |
| 224 SHS STARWOOD PROPERTY TRUST INC | $4,917 | $4,917 |
| 31590 SHS DFA REAL ESTATE SECURITIES PORTFOLIO | $1,090,159 | $1,090,159 |
| 222723 SHS DFA INTERNATIONAL REAL ESTATE SECURITIES PORTFOLIO | $1,046,797 | $1,046,797 |
| PNC SMALL CAP FUND | $1,445,961 | $1,445,961 |
| 378 SHS TAILORED BRANDS | $9,658 | $9,658 |
| 169 SHS BLACKSTONE MORTGAGE TRUST | $5,082 | $5,082 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,579,568 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,579,568 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GAM US INSTITUTIONAL DIVERSITY | FMV | $35,950 | $35,950 |
| HEDGE FUND MANAGERS (STRATEGIC) LTD | FMV | $5,367,691 | $5,367,691 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $769 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $769 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS & INTEREST RECEIVABLE | Desc |
| BOY Book Value | $37,191 | BOYBookValueAmt |
| EOY Book Value | $12,172 | EOYBookValueAmt |
| EOYFMV | $12,172 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $24,522 | $0 | $24,414 |
| INSURANCE | $6,026 | $0 | $6,026 |
| PARKING EXPENSE | $13,683 | $0 | $13,683 |
| TECHNOLOGY EXPENSE | $8,625 | $0 | $8,625 |
| PROGRAM EXPENSE | $13,147 | $0 | $13,147 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CO-OP DISTRIBUTION | $267 | $267 | $267 |
| RETURN OF CAPITAL | $5,779 | $5,779 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,937,632 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $30,855 | $3,086 | $33,164 |
| INVESTMENT FEES | $197,162 | $197,162 | $0 |