LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2017-08-04
- IRS object ID
- 201712169349101011
- Schema version
- 2015v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-04T16:28:17-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910605875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peterson Sullivan LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Union St Ste 2300 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2063950001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 1700 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Graham Brown | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063950001 | PhoneNum |
| Signature | 2017-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alfred W Dunnell | PreparerPersonNm |
| PTIN | P00292022 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2017-07-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,586,891 | 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 | $142,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $817,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,331,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,544,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,799,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$357,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,631,291 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,567 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,218 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,861 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,984 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,654 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $933 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,234 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,799 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,258 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,642 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,198 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,895 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,895 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155,968 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $619,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $401,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,432,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,052,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,834,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,409,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,451,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,617 | CashBOYAmt |
| Cash EOY | $141,851 | CashEOYAmt |
| Cash EOYFMV | $141,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,723,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,482,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,482,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,304,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,805,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,805,341 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,989,188 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,038,042 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,038,042 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,007 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $907,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,119,265 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,119,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,001,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,586,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,586,891 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,608 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,731 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,731 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $37,982,924 | UnrestrictedBOYAmt |
| Unrestricted EOY | $35,573,160 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,982,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,573,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,001,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,586,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,982,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,409,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,573,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,573,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | 2015-12-31 | $32,437,125 | $28,744,713 | $3,692,412 | $3,692,412 |
| Capital Gains Dividends | P | $106,978 | $106,978 | $106,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,799,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,194,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,826,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,596,224 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,898,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,522,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,324,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,433,609 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,269,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041834 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,151,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,695,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036328 | DistributionYr5Rt |
| Total Distribution | 0.226322 | TotalDistributionRt |
| Average Distribution | 0.045264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,096,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,633,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,678,382 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,134,400 | 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 | $44,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,394 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,394 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,883 | OverpaymentAmt |
| Applied To ES Tax | $9,883 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| Bruce Reed | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | President | 2.00 | $0 | $0 | $0 |
| Charles Richardson Jr | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | TREasurer | 1.00 | $0 | $0 | $0 |
| David Kane | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Director | 1.00 | $0 | $0 | $0 |
| Graham Brown | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Lindsay Hall | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Director | 1.00 | $0 | $0 | $0 |
| Norah Heintz | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Director | 1.00 | $0 | $0 | $0 |
| STEVE SCOTT | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | director | 1.00 | $0 | $0 | $0 |
| Allison Parks | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Director | 1.00 | $0 | $0 | $0 |
| Andreas Ueland | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Catherine Slaymaker | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Associate Director | 1.00 | $0 | $0 | $0 |
| Katherine Wilson | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Associate Director | 1.00 | $0 | $0 | $0 |
| William Baran-Mickle | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Secretary (Through June 2015) | 1.00 | $3,000 | $0 | $0 |
| KATIE BRIGGS | ||||||||
| 801 2nd Ave 13th Floor | Seattle | WA | 98104 | Managing Director | 40.00 | $112,567 | $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 | $143,948 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Loan to Root Capital Inc due December 31, 2020, interest rate of 2.0% payable annually. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | The Foundation invested $100,000 for a 7.14% interest in Canopy, LLC ("Canopy"), a program-related investment. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $100,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $300,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,570,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,075,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,646,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,646,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $549,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,096,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,804,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,804,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,511 | TotalTaxAmt |
| Distributable Before Adj | $1,760,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,760,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,760,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,834,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $300,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,134,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,511 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,089,889 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,760,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $727,178 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,134,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $727,178 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,407,222 | 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 | $353,091 | 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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Adams Elementary School | |||||||
| 6110 28th Ave NW | Seattle | WA | 98107 | PC | Program support | $27,000 | |
| Alliance Defending Freedom | |||||||
| 15100 N 90th St | Scottsdale | AZ | 85260 | PC | Taproot Matching Grant | $5,000 | |
| Arthritis Foundation | |||||||
| 2261 Las Positas Road | Santa Barbara | CA | 93105 | PC | Taproot Matching Grant | $1,000 | |
| Arts Corps | |||||||
| 4408 Delridge Way SWSuite 110 | Seattle | WA | 98106 | PC | Program support | $43,500 | |
| Arts For the Schools | |||||||
| PO Box 866 | Truckee | CA | 96160 | PC | Program support | $27,000 | |
| Arts Impact | |||||||
| PSESD 800 SW Oakesdale Ave | Renton | WA | 98057 | PC | Program support | $35,000 | |
| Arts Impact | |||||||
| PSESD 800 SW Oakesdale Ave | Renton | WA | 98057 | PC | honoraria | $500 | |
| ARTsmart | |||||||
| 1516 Pacheco St | Santa Fe | NM | 87505 | PC | Taproot Matching Grant | $740 | |
| As You Sow | |||||||
| 160 Johnson St | Oakland | CA | 94612 | PC | Program support | $35,000 | |
| Bainbridge Artisans Resource Network | |||||||
| 221 Winslow Way West Box 205 | Bainbridge Island | WA | 98110 | PC | Board Grant | $5,000 | |
| Bainbridge Artisans Resource Network | |||||||
| 221 Winslow Way West Box 205 | Bainbridge Island | WA | 98110 | PC | Taproot Matching Grant | $1,000 | |
| Bainbridge Island Arts and Humanities Council | |||||||
| 221 Winslow Way West Suite 201 | Bainbridge Island | WA | 98110 | PC | Taproot Matching Grant | $500 | |
| Bellarmine Preparatory School | |||||||
| 2300 S Washington | Tacoma | WA | 98405 | PC | Taproot Matching Grant | $1,000 | |
| Ben's Bells | |||||||
| 40 W Broadway Blvd | Tucson | AZ | 85701 | PC | Taproot Matching Grant | $1,000 | |
| Bonneville Environmental Foundation | |||||||
| 240 SW 1st Avenue | Portland | OR | 97204 | PC | Program support | $215,000 | |
| Boys to Men Mentoring Network Inc | |||||||
| 9587 Tropico Drive | La Mesa | CA | 91941 | PC | Taproot Matching Grant | $1,000 | |
| Cape Cod Theatre Co - Harwich Jr Theater | |||||||
| PO Box 168105 Division St | West Harwich | MA | 02671 | PC | Taproot Matching Grant | $2,000 | |
| Capitol Hill Arts Workshop | |||||||
| 545 7th St SE | Washington | DC | 20003 | PC | Taproot Matching Grant | $500 | |
| Children's Museum of Tacoma | |||||||
| 1501 Pacific AveSuite 202 | Tacoma | WA | 98402 | PC | Taproot Matching Grant | $625 | |
| Climate Solutions | |||||||
| 1402 3rd Ave Ste 1305 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Climate Solutions | |||||||
| 1402 3rd Ave Ste 1305 | Seattle | WA | 98101 | PC | Program support | $40,000 | |
| Community Health Care | |||||||
| 1019 Pacific AveSuite 300 | Tacoma | WA | 98402 | PC | Taproot Matching Grant | $500 | |
| Conejo Valley Church of Christ | |||||||
| 2525 E Hillcrest Dr | Thousand Oaks | CA | 91362 | PC | Taproot Matching Grant | $2,425 | |
| Doctors without Borders | |||||||
| 333 7th Avenue | New York | NY | 10001 | PC | Taproot Matching Grant | $1,000 | |
| Duke University | |||||||
| Box 90581Alumni and Development | Durham | NC | 27708 | PC | Taproot Matching Grant | $50 | Office |
| EarthCorps | |||||||
| 6310 NE 74th Street Suite 201E | Seattle | WA | 98115 | PC | Program support | $30,000 | |
| EarthHeart Foundation | |||||||
| 2508 N Burling St | Chicago | IL | 60614 | PC | Taproot Matching Grant | $2,000 | |
| EarthHeart Foundation | |||||||
| 2508 N Burling St | Chicago | IL | 60614 | PC | Taproot Matching Grant | $6,000 | |
| Eastside Catholic School | |||||||
| 232 228th Avenue SE | Sammamish | WA | 98074 | PC | Employee Matching Grant | $650 | |
| El Porvenir | |||||||
| 80 Garden CenterSuite 135 | Broomfield | CO | 80020 | PC | Program support | $37,000 | |
| ELAW | |||||||
| 1412 Pearl Street | Eugene | OR | 97401 | PC | Taproot Matching Grant | $2,000 | |
| ELAW | |||||||
| 1412 Pearl Street | Eugene | OR | 97401 | PC | Program support | $43,000 | |
| Evergreen State College Foundation - Center for Sustainable Infrastructure | |||||||
| Box 355685 | Olympia | WA | 98595 | PC | Program support | $20,000 | |
| Exploring the Arts | |||||||
| 16 W 23rd Street4th Floor | New York | NY | 10010 | PC | Program support | $20,000 | |
| First United Methodist Church of Austin | |||||||
| 1201 Lavaca St | Austin | TX | 78701 | PC | Taproot Matching Grant | $3,000 | |
| Folwell School Performing Arts Magnet | |||||||
| 3611 20th Avenue South | Minneapolis | MN | 55407 | PC | Program support | $27,000 | |
| Friends of Great Salt Lake | |||||||
| PO Box 2655 | Salt Lake City | UT | 841102655 | PC | Taproot Matching Grant | $1,000 | |
| Geos Institute | |||||||
| 84 4th Street | Ashland | OR | 97520 | PC | Program support | $25,000 | |
| Get Lit-Words Ignite Inc | |||||||
| 672 S La Fayette Park Place Suite | Los Angeles | CA | 91601 | PC | Program support | $10,000 | 30 |
| Global Washington | |||||||
| 500 Union StSte 801 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Habitat for Humanity of the Upper Keys | |||||||
| 98970 Overseas Hwy | Key Largo | FL | 33037 | PC | Taproot Matching Grant | $1,000 | |
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | PC | Employee Matching Grant | $1,000 | |
| Institute of Qigong & Integrative Medicine | |||||||
| 10127 Main PlaceSuite B | Bothell | WA | 98011 | PC | Taproot Matching Grant | $1,000 | |
| International Rural Water Association | |||||||
| 122 North 6th Avenue | Highland Park | NJ | 08904 | PC | Program support | $27,000 | |
| Investigate West | |||||||
| PO Box 9574 | Seattle | WA | 98109 | PC | Employee Matching Grant | $350 | |
| Islamorada Community Entertainment (ICE) | |||||||
| PO Box 562 | Islamorada | FL | 33036 | PC | Taproot Matching Grant | $1,000 | |
| John F Kennedy Center for the Performing Arts | |||||||
| 2700 F Street NW | Washington | DC | 20566 | PC | Program Support | $30,000 | |
| Lake Wylie & Clover Mayday Project | |||||||
| PO BOX 5123 | Lake Wylie | SC | 29710 | PC | Taproot Matching Grant | $915 | |
| Lincoln City Food Pantry at Coast Vineyard | |||||||
| 1505 NE 6th DRPO Box 1260 | Lincoln City | OR | 97367 | PC | Taproot Matching Grant | $1,000 | |
| Long Live the Kings | |||||||
| 1326 Fifth AveSuite 450 | Seattle | WA | 98101 | PC | Program support | $25,000 | |
| Mercy Corps | |||||||
| PO Box 2669 | Portland | OR | 97208 | PC | Board designated disaster relief grant | $10,000 | |
| Mercy Corps | |||||||
| PO Box 2669 | Portland | OR | 97208 | PC | Taproot Matching Grant | $1,000 | |
| Miwok Valley Elementary PTA | |||||||
| 1010 St Francis Dr | Petaluma | CA | 94954 | PC | Taproot Matching Grant | $1,000 | |
| Miwok Valley Elementary PTA | |||||||
| 1010 St Francis Dr | Petaluma | CA | 94954 | PC | Taproot Matching Grant | $1,000 | |
| MPS ArtsAchieve Mpls | |||||||
| 111 Third Avenue SouthSuite 5 | Minneapolis | MN | 55401 | PC | Taproot Matching Grant | $2,000 | |
| MPS ArtsAchieve Mpls | |||||||
| 111 Third Avenue SouthSuite 5 | Minneapolis | MN | 55401 | PC | Taproot Matching Grant | $621 | |
| Ninos del Sol | |||||||
| 85 Circle Loop | Staten Islan | NY | 10304 | PC | Taproot Matching Grant | $1,000 | |
| Northwest Natural Resource Group | |||||||
| 1917 1st Ave Level A Suite 200 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Northwest Sustainable Energy for Economic Development (Northwest SEED) | |||||||
| 1402 3rd AveSuite 901 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Omprakash | |||||||
| 2311 N 45th St | Seattle | WA | 98103 | PC | Taproot Matching Grant | $1,000 | |
| Oregon Environmental Council | |||||||
| 222 NW Davis StreetSuite 309 | Portland | OR | 97209 | PC | Program support | $15,000 | |
| Orinda Woman's Club | |||||||
| 4097 Sugar Maple Drive | Danville | CA | 94506 | PC | Taproot Matching Grant | $1,000 | |
| Pandemonium Productions | |||||||
| 6532 Camino Rojo | Santa Fe | NM | 87507 | PC | Taproot Matching Grant | $1,000 | |
| Pasadena Symphony Association | |||||||
| 2 North Lake AveSuite 1080 | Pasadena | CA | 91101 | PC | Taproot Matching Grant | $2,000 | |
| PATH | |||||||
| PO Box 900922 | Seattle | WA | 98109 | PC | Program support | $50,000 | |
| Pine Tree Hospice | |||||||
| 883 West Main St | DoverFoxcroft | ME | 04426 | PC | Taproot Matching Grant | $965 | |
| Playwright's Center | |||||||
| 2301 E Franklin Ave | Minneapolis | MN | 55406 | PC | Taproot Matching Grant | $1,000 | |
| Pure Water for the World Inc | |||||||
| PO Box 55 | Rutland | VT | 05702 | PC | Program support | $18,000 | |
| Rhode Island Community Food Bank | |||||||
| PO Box 817 | Providence | RI | 02901 | PC | Taproot Matching Grant | $1,000 | |
| Rogue River Watershed Council | |||||||
| 89 Alder St | Central Point | OR | 97520 | PC | Taproot Matching Grant | $1,000 | |
| Salisbury School | |||||||
| 251 Canaan Rd | Salisbury | CT | 06068 | PC | Taproot Matching Grant | $2,000 | |
| Salvation Army Northern Division | |||||||
| 2445 Prior Ave N | Roseville | MN | 551132714 | PC | Board Grant | $5,000 | |
| SammamishIssaquah Young Life | |||||||
| PO Box 2561 | Issaquah | WA | 98027 | PC | Program support | $6,000 | |
| San Marcos Kids Helping Kids Foundation | |||||||
| 4750 Hollister Ave | Santa Barbara | CA | 93110 | PC | Program support | $5,000 | |
| Sandpoint Waldorf School | |||||||
| PO BOX 95 | Sandpoint | ID | 83864 | PC | Taproot Matching Grant | $2,000 | |
| Satellite Collective | |||||||
| 328 W 101Suite 4A | New York | NY | 10025 | PC | Taproot Matching Grant | $2,000 | |
| Save the Bay | |||||||
| 100 Save The Bay Drive | Providence | RI | 02905 | PC | Taproot Matching Grant | $1,000 | |
| Scripps College | |||||||
| 1030 Columbia AvenuePMB 2009 | Claremont | CA | 91711 | PC | Taproot Matching Grant | $2,000 | |
| Seattle Office of Arts & Culture (Creative Advantage fiscal sponsor The Sea | |||||||
| PO Box 94748 | Seattle | WA | 981244748 | PC | Program support | $31,000 | |
| Seattle Office of Arts & Culture (Creative Advantage fiscal sponsor The Sea | |||||||
| PO Box 94748 | Seattle | WA | 981244748 | PC | honoraria | $500 | |
| Seeds of Heaven | |||||||
| PO Box 337500 N 3rd St Ste105 | Fairfield | IA | 52556 | PC | Taproot Matching Grant | $2,000 | |
| Sightline Institute | |||||||
| 1402 Third Avenue Suite 500 | Seattle | WA | 98126 | PC | Program support | $35,000 | |
| Sightline Institute | |||||||
| 1402 Third Avenue Suite 500 | Seattle | WA | 98126 | PC | Employee matching grant | $1,000 | |
| Sing for your Seniors | |||||||
| 2906 21st AveSuite 3E | Astoria | NY | 11105 | PC | Taproot Matching Grant | $1,000 | |
| Sound Experience | |||||||
| PO BOX 1390 | Port Townsend | WA | 98368 | PC | Taproot Matching Grant | $550 | |
| Southern Oregon Climate Action Now (SOCAN) | |||||||
| 7113 Griffin Lane | Jacksonville | OR | 975309342 | PC | Board Grant | $1,000 | |
| Splash | |||||||
| 1115 East Pike Street | Seattle | WA | 98122 | PC | General operating support | $50,000 | |
| Sravasti Abbey | |||||||
| 692 Country Lane | Newport | WA | 99156 | PC | Taproot Matching Grant | $1,000 | |
| St John's United Methodist Church | |||||||
| 2626 Arizona St NE | Alburquerque | NM | 87110 | PC | Taproot Matching Grant | $1,000 | |
| St Michael's Country Day School | |||||||
| 180 Rhode Island Drive | Newport | RI | 02840 | PC | Taproot Matching Grant | $1,000 | |
| Stolen Youth | |||||||
| PO Box 296 | Seattle | WA | 98111 | PC | Taproot Matching Grant | $1,000 | |
| Teens In Public Service | |||||||
| 5430 Union Bay Place NE Suite 209C | Seattle | WA | 98105 | PC | Program support | $4,000 | |
| The 5th Avenue Theatre Association | |||||||
| 1326 Fifth Avenue Suite 735 | Seattle | WA | 981012640 | PC | Taproot Matching Grant | $1,000 | |
| The Pacific Forest Trust | |||||||
| 1001-A OReilly Ave | San Francisco | CA | 94129 | PC | Program support | $35,000 | |
| The Threshold Foundation | |||||||
| PO Box 29903 | San Francisco | CA | 941290903 | PC | Board Grant | $4,000 | |
| Truckee River Watershed Council | |||||||
| PO Box 8568 | Truckee | CA | 96162 | PC | Capacity building | $35,000 | |
| Turnaround Arts (fiscal sponsor Americans for the Arts) | |||||||
| 1000 Vermont Ave NW6th Floor | Washington | DC | 20005 | PC | Program Support | $43,000 | |
| Twin Cities Orthopedics Foundation | |||||||
| 4200 Dahlberg DrSte 300 | Golden Valley | MN | 55422 | PC | Taproot Matching Grant | $50 | |
| Unicef | |||||||
| 125 Maiden Lane | New York | NY | 10038 | PC | Taproot Matching Grant | $1,000 | |
| University of Washington - Marine and Environmental Affairs | |||||||
| Box 355685 | Seattle | WA | 98195 | PC | Program support | $5,000 | |
| Upper Deschutes Watershed Council | |||||||
| PO Box 1812 | Bend | OR | 97709 | PC | Program support | $50,000 | |
| Village Health Works | |||||||
| 45 W 36th Street8th Floor | New York | NY | 10018 | PC | Employee Matching Grant | $350 | |
| Wasatch Community Gardens | |||||||
| 824 South 400 WestSuite 127 | Salt Lake City | UT | 84101 | PC | Taproot Matching Grant | $1,000 | |
| Washington Alliance for Arts Education | |||||||
| 158 Thomas St 16 | Seattle | WA | 98109 | PC | Program support | $40,000 | |
| Washington Alliance for Arts Education | |||||||
| 158 Thomas St 16 | Seattle | WA | 98109 | PC | honoraria | $500 | |
| Washington Environmental Council | |||||||
| 1402 3rd Ave Suite 1400 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Washington Trails Association | |||||||
| 705 Second AveSuite 300 | Seattle | WA | 98104 | PC | Employee matching grant | $600 | |
| Washington Wildlife and Recreation Coalition | |||||||
| 1402 Third AveSuite 507 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Water 1st International | |||||||
| 1904 3rd AveSte 1012 | Seattle | WA | 98101 | PC | Program support | $50,000 | |
| Water 1st International | |||||||
| 1904 3rd AveSte 1012 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| WaterAid America | |||||||
| 315 Madison AvenueSuite 2301 | New York | NY | 10017 | PC | Program support | $50,000 | |
| Westside School | |||||||
| 7740 34TH AVE SW | Seattle | WA | 98136 | PC | Taproot Matching Grant | $500 | |
| Whidbey Institute | |||||||
| PO BOX 57 | Clinton | WA | 98236 | PC | Taproot Matching Grant | $1,000 | |
| Winona County Historical Society | |||||||
| 160 Johnson St | Winona | MN | 55897 | PC | Taproot Matching Grant | $1,000 | |
| WSU Center for Sustaining Ag & Natural Resources | |||||||
| 1100 N Western Ave | Wenatchee | WA | 98001 | PC | Program support | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,432,891 | 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 | $14,259 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $817,635 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,331,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$499,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$499,768 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Laird Norton Real Estate | ||||||
| 1 | 801 2nd Avenue Suite 1300 | SEATTLE | WA | 98104 | $135,984 | Yes (X) |
| HG Fenton Co | ||||||
| 2 | 7577 Mission Valley Rd Suite 100 | San Diego | CA | 92108 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,050 | Amt |
| Net Investment Income | $5,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,642 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LOAN TO SOLAR MOSAIC, INC DUE JULY 2016, INTEREST RATE OF 4.5% PAYABLE QUARTERLY. | $50,000 |
| Loan to The Nature Conservancy due June 2018, interest rate of 0.75% payable annually. | $50,000 |
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. | $80,000 | None | 7/11/2015, 4/13/2017 | 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. |
| 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. | None | 6/12/2017 | 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. | ||
| 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. | $38,361 | 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) |
|---|---|---|
| Identifier | Amended return | IdentifierTxt |
| Form And Line Reference | 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | This return is being amended to include expenditure responsibilty statements that were inadvertently left off of the originally filed tax return. In addition, the return is being amended to disclose the Page 1, Part 1 Column d amounts on a cash basis. The return was also amended to exclude the loss from a taxable entity in computing net investment income. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Blackrock Strategic Income | $918,603 | $918,603 |
| PIMCO Floating Income Fund | $235,050 | $235,050 |
| Ridgeworth SEIX Floating Income Fund | $464,668 | $464,668 |
| TIAA-Cref Soc Choice Bond | $1,822,961 | $1,822,961 |
| William Blair Bond Fund | $596,760 | $596,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Domestic & International Equities | $2,778,270 | $2,778,270 |
| John Hancock II GI ABS | $1,446,800 | $1,446,800 |
| Longleaf Partners | $479,664 | $479,664 |
| Parnassus Core Equity Instl | $2,819,892 | $2,819,892 |
| PAX World Small Cap | $514,615 | $514,615 |
| TIAA-Cref Soc LW Carbon | $5,717,510 | $5,717,510 |
| William Blair Dir MultiAlt | $4,062,431 | $4,062,431 |
| Wilmington Multi Manager Alt | $1,488,180 | $1,488,180 |
| Wisdomtree Emerging Mkts | $255,657 | $255,657 |
| Wisdomtree Int'l Small Cap fund | $319,085 | $319,085 |
| Aberdeen Emerging Mkts Fund | $354,879 | $354,879 |
| Boston Common Int'l Fund | $1,116,098 | $1,116,098 |
| Driehaus Active Income Fund | $741,696 | $741,696 |
| Driehaus Small Cap Growth | $305,548 | $305,548 |
| Eaton Vance Parametric | $1,534,926 | $1,534,926 |
| Harbor Int'l | $1,970,391 | $1,970,391 |
| William Blair Emerging Mkts Fund | $330,552 | $330,552 |
| Johcm Int'l Select | $1,866,236 | $1,866,236 |
| Northern Global RE Index | $702,911 | $702,911 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee | CategoryTxt |
| Legal Fees | $5,825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,799 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $800,000 | $1,000,000 | $1,000,000 |
| Canopy LLC Investment | $100,000 | $100,000 | |
| ACCRUED INTEREST/DIVIDENDS | $107,063 | $19,265 | $19,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $419 | $0 | $419 |
| Board Expenses | $138,109 | $0 | $138,109 |
| Finance Committee Expense | $2,155 | $2,155 | $0 |
| Infrastructure | $5,729 | $0 | $2,729 |
| Insurance | $2,877 | $0 | $2,877 |
| Office Expense | $3,607 | $0 | $1,259 |
| Office Supplies | $446 | $0 | $446 |
| Parking | $3,708 | $0 | $3,379 |
| Dues and Subscriptions | $6,750 | $0 | $6,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $143,948 | Amt |
| Net Investment Income | $143,948 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $40,000 | $0 | $0 |
| BUSINESS TAXES | $145 | $0 | $35 |
| PAYROLL TAXES | $13,856 | $693 | $13,163 |
| Foreign Tax | $18,531 | $18,531 | $0 |