LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-10
- IRS object ID
- 201722229349100212
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-10T12:27:28-05:00 | 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 | 916339917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAIR | BusinessNameControlTxt |
| Phone | 2065014510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE 17TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM BROWN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2065014510 | PhoneNum |
| Signature | 2017-08-03 | 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 | 2017-08-04 | 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 | 2017-08-03 | IPDt |
| IP Tm | 17:06:12 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3602557FBBC398886185FEEA8787C976E007265 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,783,656 | 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 | $179,484 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $566,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $566,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $769,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,842,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $769,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,856 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,532,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,353,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,130 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,439 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,880 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,470 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,858 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,528 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,513 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,964 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,015 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $98,900 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,899 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $96,830 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,924 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $537,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $338,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,421,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,321,931 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,959,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,660,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$426,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,183,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,851 | CashBOYAmt |
| Cash EOY | $50,584 | CashEOYAmt |
| Cash EOYFMV | $50,584 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,482,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,286,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,286,414 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,646 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,646 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $28,805,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,435,944 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,435,944 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,038,042 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,037,783 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,037,783 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,300 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,015 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $19,285 | LandEOYAmt |
| Land EOYFMV | $19,285 | LandEOYFMVAmt |
| Other Assets BOY | $1,119,265 | OtherAssetsBOYAmt |
| Other Assets EOY | $950,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $950,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,586,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,783,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,783,656 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,731 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,962 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,962 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $35,573,160 | UnrestrictedBOYAmt |
| Unrestricted EOY | $35,771,694 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,573,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,771,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,586,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,783,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,573,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$426,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $625,257 | OtherIncreasesAmt |
| Subtotal | $35,771,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,771,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2016-12-31 | $14,491,930 | $14,073,003 | $418,927 | $418,927 | |
| CAPITAL GAIN DISTRIBUTIONS | 2016-12-31 | $350,630 | $350,630 | $350,630 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $769,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,089,889 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,096,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,194,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,826,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058021 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,596,224 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,898,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044465 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,522,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,324,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,433,609 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,269,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041834 | DistributionYr5Rt |
| Total Distribution | 0.247891 | TotalDistributionRt |
| Average Distribution | 0.049578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,010,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,686,175 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,834 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,698,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,660,305 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,883 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,883 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,215 | OverpaymentAmt |
| Applied To ES Tax | $11,215 | 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 17TH FLOOR | SEATTLE | WA | 98104 | CHAIR (JAN-MAY) | 2.00 | $0 | $0 | $0 |
| GRAHAM BROWN | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | VICE CHAIR (JAN-MAY); CHAIR (JUNE-DEC) | 2.00 | $0 | $0 | $0 |
| ANDREAS UELAND | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHARLES RICHARDSON JR | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID KANE | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NORAH HEINTZ | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR(JAN-MAY);VICE CHAIR (JUN-DEC) | 1.00 | $0 | $0 | $0 |
| ALLISON PARKS | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN SCOTT | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDSAY HALL | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE SLAYMAKER | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE WILSON | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR (JAN-MAY) | 1.00 | $0 | $0 | $0 |
| NICOLE STEINWEDELL | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR (NOV-DEC) | 1.00 | $0 | $0 | $0 |
| KATIE BRIGGS | ||||||||
| 801 2ND AVE 17TH FLOOR | SEATTLE | WA | 98104 | MANAGING DIRECTOR | 40.00 | $123,000 | $17,520 | $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 | $125,353 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,632,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,528,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,528,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $517,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,010,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,700,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,700,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,668 | TotalTaxAmt |
| Distributable Before Adj | $1,676,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,676,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,676,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,660,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,660,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,660,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,676,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $353,091 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,660,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $353,091 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,307,214 | 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 | $369,645 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABINGDON ELEMENTARY | ||||||||
| 3035 S ABINGDON ST | ARLINGTON | VA | 22206 | NONE | GOV: 170(C)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| ADAMS ELEMENTARY SCHOOL | ||||||||
| 6110 28TH AVE NW | SEATTLE | WA | 98107 | NONE | GOV: 170(C)(1) | PROGRAM SPECIFIC/RESTRICTED | $15,000 | |
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $3,000 | |
| AMERICAN CONSERVATORY THEATER | ||||||||
| 30 GRANT AVE | SAN FRANCISCO | CA | 94108 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $15,000 | |
| ARTS CORPS | ||||||||
| 4408 DELRIDGE WAY SW SUITE 110 | SEATTLE | WA | 98106 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $40,000 | |
| ARTS FOR THE SCHOOLS | ||||||||
| PO BOX 866 | TRUCKEE | CA | 96160 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $32,000 | |
| ARTS IMPACT | ||||||||
| PSESD / 800 SW OAKESDALE AVE | RENTON | WA | 98057 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $40,000 | |
| AS YOU SOW | ||||||||
| 1611 TELEGRAPH AVE SUITE 1450 | OAKLAND | CA | 94612 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $40,000 | |
| BAINBRIDGE ARTISANS RESOURCE NETWORK | ||||||||
| 221 WINSLOW WAY WEST BOX 205 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| BEN'S BELLS | ||||||||
| 40 W BROADWAY BLVD | TUCSON | AZ | 85701 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $25,000 | |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $25,000 | |
| CAPE COD THEATRE CO - HARWICH JR THEATER | ||||||||
| PO BOX 168 | WEST HARWICH | MA | 02671 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| CENTER FOR SUSTAINABLE ECONOMY | ||||||||
| 1294 14TH STREET | WEST LINN | OR | 97068 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $15,000 | |
| CHILDREN'S MUSEUM OF TACOMA | ||||||||
| 1501 PACIFIC AVE SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $375 | |
| CLIMATE SOLUTIONS | ||||||||
| 1402 3RD AVE STE 1305 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $5,000 | |
| CLIMATE SOLUTIONS | ||||||||
| 1402 3RD AVE STE 1305 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $20,000 | |
| CLIMATE SOLUTIONS | ||||||||
| 1402 3RD AVE STE 1305 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $30,000 | |
| CONEJO VALLEY CHURCH OF CHRIST | ||||||||
| 2525 E HILLCREST DR | THOUSAND OAKS | CA | 91362 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $525 | |
| CONFLUENCE PHILANTHROPY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) OR (A) | CAPACITY BUILDING | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| EARTHCORPS | ||||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $30,000 | |
| EARTHHEART FOUNDATION | ||||||||
| 2508 N BURLING ST | CHICAGO | IL | 60614 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $6,000 | |
| ELAW | ||||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $3,000 | |
| ELAW | ||||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $50,000 | |
| EVERGREEN STATE COLLEGE FOUNDATION - CENTER FOR SUSTAINABLE INFRASTRUCTURE | ||||||||
| ACADEMIC GRANTS MS L3821 2700 | OLYMPIA | WA | 98595 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $25,000 | EVERGREEN PARKWAY NW |
| EXPLORING THE ARTS | ||||||||
| 28 W 44TH STREET 16TH FLOOR | NEW YORK | NY | 10036 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; GENERAL OPERATING SUPPORT | $25,000 | |
| FAMILY LAW CASA OF KING COUNTY | ||||||||
| 810 3RD AVE SUITE 700 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - EMPLOYEE | $2,000 | |
| FIRST UNITED METHODIST CHURCH OF AUSTIN | ||||||||
| 1201 LAVACA ST | AUSTIN | TX | 78701 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $3,000 | |
| FOLWELL SCHOOL PERFORMING ARTS MAGNET | ||||||||
| 3611 20TH AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | NONE | GOV: 170(C)(1) | GENERAL PROGRAM SUPPORT | $10,000 | |
| FRIENDS OF GREAT SALT LAKE | ||||||||
| PO BOX 2655 | SALT LAKE CITY | UT | 841102655 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| GEOS INSTITUTE | ||||||||
| 84 4TH STREET | ASHLAND | OR | 97520 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $25,000 | |
| GET LIT-WORDS IGNITE INC | ||||||||
| 672 S LA FAYETTE PARK PLACE SUITE | LOS ANGELES | CA | 91601 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $5,000 | 30 |
| GLOBAL WASHINGTON | ||||||||
| 500 UNION ST STE 801 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| GOOD SAMARITAN UNITED METHODIST CHURCH | ||||||||
| 5730 GROVE STREET | EDINA | MN | 55436 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,015 | |
| HABITAT FOR HUMANITY OF THE UPPER KEYS | ||||||||
| 98970 OVERSEAS HWY | KEY LARGO | FL | 33037 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - EMPLOYEE | $1,000 | |
| HONOKA'A HIGH SCHOOL - AGRICULTURE AND NATURAL RESOURCES PROGRAM | ||||||||
| 45-527 PAKALANA STREET | HONOKAA | HI | 96727 | NONE | GOV: 170(C)(1) | GENERAL PROGRAM SUPPORT | $2,500 | |
| HOOD CANAL COORDINATING COUNCIL | ||||||||
| 17791 FJORD DRIVE NE SUITE 130 | POULSBO | WA | 983708481 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $40,000 | |
| INTERNATIONAL FOLK ART ALLIANCE | ||||||||
| 404 KIVA COURT SUITE G | SANTA FE | NM | 87505 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $360 | |
| INVESTIGATE WEST | ||||||||
| PO BOX 9574 | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - EMPLOYEE | $500 | |
| ISLAMORADA COMMUNITY ENTERTAINMENT (ICE) | ||||||||
| PO BOX 562 | ISLAMORADA | FL | 33036 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $35,000 | |
| JOHN MUIR ELEMENTARY PTSA | ||||||||
| 14012 132ND AVE NE | KIRKLAND | WA | 98034 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| KONA KAI COFFEE | ||||||||
| 124 4TH AVENUE SOUTH 180 | KENT | WA | 98032 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $7,000 | |
| LAKE WYLIE & CLOVER MAYDAY PROJECT | ||||||||
| PO BOX 5123 | LAKE WYLIE | SC | 29710 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $725 | |
| LAUDHOLM TRUST | ||||||||
| 342 LAUDHOLM FARM RD | WELLS | ME | 04090 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| LINCOLN CITY FOOD PANTRY AT COAST VINEYARD | ||||||||
| PO BOX 1260 | LINCOLN CITY | OR | 97367 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| LONG LIVE THE KINGS | ||||||||
| 1326 FIFTH AVE SUITE 450 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| LONG LIVE THE KINGS | ||||||||
| 1326 FIFTH AVE SUITE 450 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $50,000 | |
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||||
| BOX 170 | UNITY | ME | 04988 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| MIWOK VALLEY ELEMENTARY PTA | ||||||||
| 1010 ST FRANCIS DR | PETALUMA | CA | 94954 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| NEWPORT ART MUSEUM | ||||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA) | ||||||||
| 5824 CLOVER DRIVE | OAKLAND | CA | 94618 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| NINOS DEL SOL | ||||||||
| 85 CIRCLE LOOP | STATEN ISLAN | NY | 10304 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| NORTHWEST NATURAL RESOURCE GROUP | ||||||||
| 2701 1ST AVE SUITE 240 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $20,000 | |
| NORTHWEST SUSTAINABLE ENERGY FOR ECONOMIC DEVELOPMENT (NORTHWEST SEED) | ||||||||
| 1402 3RD AVE SUITE 901 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| NOTRE DAME DES VICTOIRES | ||||||||
| 659 PINE STREET | SAN FRANCISCO | CA | 94108 | NONE | PC: 509(A)(1) OR (A) | MATCHING GRANT - TAPROOT; PROGRAM SPECIFIC/RESTRICTED | $1,000 | |
| NOTRE DAME DES VICTOIRES | ||||||||
| 659 PINE STREET | SAN FRANCISCO | CA | 94108 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| OAR NORTHWEST | ||||||||
| PO BOX 31402 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| OAR NORTHWEST | ||||||||
| PO BOX 31402 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| ORINDA WOMAN'S CLUB | ||||||||
| 4097 SUGAR MAPLE DRIVE | DANVILLE | CA | 94506 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| PACIFIC INSTITUTE | ||||||||
| 654 13TH ST PRESERVATION PARK | OAKLAND | CA | 94612 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $5,000 | |
| PANDEMONIUM PRODUCTIONS | ||||||||
| 6532 CAMINO ROJO | SANTA FE | NM | 87507 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| PASADENA SYMPHONY ASSOCIATION | ||||||||
| 2 NORTH LAKE AVE SUITE 1080 | PASADENA | CA | 91101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| PINE TREE HOSPICE | ||||||||
| 883 WEST MAIN ST | DOVERFOXCROFT | ME | 04426 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $955 | |
| PORT GAMBLE SKLALLAM TRIBE | ||||||||
| 31912 LITTLE BOSTON ROAD NE | KINGSTON | WA | 98346 | NONE | GOV: 170(C)(1) | GENERAL PROGRAM SUPPORT | $25,000 | |
| PORTLAND CENTRAL YOUNG LIFE | ||||||||
| 809 N RUSSELL ST 202 | PORTLAND | OR | 97227 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| REGIONAL ARTS & CULTURE COUNCIL | ||||||||
| 411 NW PARK AVE SUITE 101 | PORTLAND | OR | 97209 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $25,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK | ||||||||
| PO BOX 817 | PROVIDENCE | RI | 02901 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| ROGUE BASIN PARTNERSHIP | ||||||||
| PO BOX 1214 | MEDFORD | OR | 97501 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $100,000 | |
| ROGUE RIVER WATERSHED COUNCIL | ||||||||
| 89 ALDER ST | CENTRAL POINT | OR | 97502 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| SALISBURY SCHOOL | ||||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,500 | |
| SAMMAMISHISSAQUAH YOUNG LIFE | ||||||||
| PO BOX 2561 | ISSAQUAH | WA | 98027 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $7,000 | |
| SANDPOINT WALDORF SCHOOL | ||||||||
| PO BOX 95 | SANDPOINT | ID | 83864 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $2,000 | |
| SANTA BARBARA 805 WATER POLO CLUB | ||||||||
| PO BOX 397 | SANTA BARBARA | CA | 93102 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| SAVOY ELEMENTARY | ||||||||
| 2400 SHANNON PL SE | WASHINGTON | DC | 20020 | NONE | GOV: 170(C)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| SEATTLE CHILDREN'S HOSPITAL | ||||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $250 | |
| SEATTLE OFFICE OF ARTS & CULTURE | ||||||||
| PO BOX 94748 | SEATTLE | WA | 981244748 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $35,000 | |
| SEATTLE PARKS FOUNDATION | ||||||||
| 105 SOUTH MAIN STREET SUITE 235 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $50,000 | |
| SEEDS OF HEAVEN | ||||||||
| PO BOX 337 | FAIRFIELD | IA | 52556 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| SIGHTLINE INSTITUTE | ||||||||
| 1402 THIRD AVENUE SUITE 500 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - EMPLOYEE | $1,000 | |
| SIGHTLINE INSTITUTE | ||||||||
| 1402 THIRD AVENUE SUITE 500 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $40,000 | |
| SING FOR YOUR SENIORS | ||||||||
| 40 W 87TH ST 3A | NEW YORK | NY | 10024 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| SPLASH | ||||||||
| 1115 EAST PIKE STREET | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $50,000 | |
| ST MICHAEL'S COUNTRY DAY SCHOOL | ||||||||
| 180 RHODE ISLAND DRIVE | NEWPORT | RI | 02840 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| STOLEN YOUTH | ||||||||
| PO BOX 296 | SEATTLE | WA | 98111 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| THE 5TH AVENUE THEATRE ASSOCIATION | ||||||||
| 1326 FIFTH AVENUE SUITE 735 | SEATTLE | WA | 981012640 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| THE COFFEE OASIS | ||||||||
| 837 4TH STREET | BREMERTON | WA | 98337 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $3,500 | |
| THE NATURE CONSERVANCY | ||||||||
| 74 WALL STREET | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $5,000 | |
| THE PACIFIC FOREST TRUST | ||||||||
| 1001-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $35,000 | |
| THE PROVIDENCE PLAN | ||||||||
| 10 DAVOL SQUARE STE 300 | PROVIDENCE | RI | 02903 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 911097145 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - TAPROOT | $150 | |
| TRUCKEE RIVER WATERSHED COUNCIL | ||||||||
| PO BOX 8568 | TRUCKEE | CA | 96162 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $35,000 | |
| TURNAROUND ARTS (PROGRAM OF KENNEDY CENTER) | ||||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $45,000 | |
| UNDER 21 COVENANT HOUSE NEW YORK | ||||||||
| 460 WEST 41ST | NEW YORK | NY | 100366801 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $7,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| 407 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | PC: 509(A)(1) OR (A) | PROGRAM SPECIFIC/RESTRICTED | $3,500 | |
| UNIVERSITY PLACE NORTH TACOMA YOUNG LIFE | ||||||||
| 3102 S 23RD ST | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| UPPER DESCHUTES WATERSHED COUNCIL | ||||||||
| PO BOX 1812 | BEND | OR | 97709 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $30,000 | |
| URBAN FOREST CARBON REGISTRY | ||||||||
| 999 THIRD AVE 4600 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $20,000 | |
| WASATCH COMMUNITY GARDENS | ||||||||
| 824 SOUTH 400 WEST SUITE 127 | SALT LAKE CITY | UT | 84101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $20,000 | |
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 SECOND AVE SUITE 300 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - EMPLOYEE | $500 | |
| WASHINGTON WILDLIFE AND RECREATION COALITION | ||||||||
| 1402 THIRD AVE SUITE 507 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $700 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT | $50,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - EMPLOYEE | $350 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVE STE 1012 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,250 | |
| WESTSIDE SCHOOL | ||||||||
| 10404 34TH AVE SW | SEATTLE | WA | 98146 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $100 | |
| WINONA COUNTY HISTORICAL SOCIETY | ||||||||
| 160 JOHNSON ST | WINONA | MN | 55897 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| WOMEN'S CANCER RESOURCE CENTER | ||||||||
| 5741 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - EMPLOYEE | $176 | |
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||||
| 4717 S 19TH ST | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| YOUNG LIFE COLLEGE ORANGE COUNTY | ||||||||
| 381 E 18TH ST 4 | COSTA MESA | CA | 92627 | NONE | PC: 509(A)(1) OR (A) | GENERAL OPERATING SUPPORT; MATCHING GRANT - TAPROOT | $1,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | NONE | PC: 509(A)(1) OR (A) | GENERAL PROGRAM SUPPORT | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,321,931 | 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 | $273 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $566,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $769,557 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN INTEREST | Desc |
| Related Or Exempt Function Incm | $16,856 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,336,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,856 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,353,412 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PRI LOAN INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON REAL ESTATE INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVENUE SUITE 1700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $178,084 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,513 | Amt |
| Net Investment Income | $7,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,964 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WHOOSHH INNOVATIONS | |||||||||||
| 2001 WEST GARFIELD STREET PIER 91 - | PORT OF SEATTLE BLDG 156 | SEATTLE | WA | 98119 | 2014-12-17 | $100,000 | TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE. | $96,800 | 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. |
| CANOPY LLC | |||||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | 2015-06-23 | $100,000 | TO DEVELOP EDUCATION AND TRAINING PROGRAMS FOR INVESTMENT MANAGERS, ENTREPRENEURS, AND CANOPY MEMBERS WITH THE INTENTION OF TRAINING INDIVIDUALS FOR THE PURPOSE OF IMPROVING OR DEVELOPING THEIR CAPABILITIES IN THE AREA OF IMPACT INVESTING AND THE USE OF SPECIALIZED FUNDS TO FOCUS ON COMMUNITY AND REGIONAL ADVANCEMENT. CANOPY, LLC WAS DISSOLVED IN 2016. | $100,000 | NONE | 7/21/2016, 4/19/2017 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| ECOTRUST FOREST MANAGEMENT | |||||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | 2014-12-17 | $200,000 | DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS. | $200,000 | NONE | 6/12/2017 | 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. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 164249 SHS BLACKROCK STRATEGIC INCOME | $1,614,566 | $1,614,566 |
| PIMCO FLOATING INCOME FUND | $0 | $0 |
| RIDGEWORTH SEIX FLOATING INCOME FUND | $0 | $0 |
| 180134 SHS TIAA-CREF SOC CHOICE BOND | $1,822,961 | $1,822,961 |
| 58277 SHS WILLIAM BLAIR BOND FUND | $600,256 | $600,256 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC & INTERNATIONAL EQUITIES | $0 | $0 |
| 190 SHS ADVANCED AUTO PARTS | $32,133 | $32,133 |
| 55 SHS CHIPOTLE MEXICAN GRILL INC | $20,753 | $20,753 |
| 605 SHS DISNEY WALT CO | $63,053 | $63,053 |
| 190 SHS FORD MOTOR CO DEL | $2,305 | $2,305 |
| 420 SHS HOME DEPOT INC | $56,314 | $56,314 |
| 480 SHS JONES LANG LASALLE INC | $48,499 | $48,499 |
| 865 SHS LOWES COS INC | $61,519 | $61,519 |
| 160 SHS MOHAWK INDUSTRIES INC | $31,949 | $31,949 |
| 345 SHS SNAP ON INC | $59,088 | $59,088 |
| 415 SHS COLGATE PALMOLIVE CO | $27,158 | $27,158 |
| 195 SHS COSTCO WHOLESALE CORP | $31,221 | $31,221 |
| 490 SHS CVS HEALTH CORP | $38,666 | $38,666 |
| 560 SHS LAUDER ESTEE COS CL-A | $42,834 | $42,834 |
| 760 SHS MONDELEZ INTERNATIONAL INC | $33,691 | $33,691 |
| 505 SHS PEPSICO INC | $52,838 | $52,838 |
| 430 SHS PROCTER & GAMBLE CO | $36,154 | $36,154 |
| 400 SHS APACHE CORP | $25,388 | $25,388 |
| 220 SHS CIMAREX ENERGY CO | $29,898 | $29,898 |
| 575 SHS EOG RES INC | $58,133 | $58,133 |
| 1945 SHS FIFTH THIRD BANCORP | $52,457 | $52,457 |
| 655 SHS FIRST REPUBLIC BANK | $60,352 | $60,352 |
| 1250 SHS JP MORGAN CHASE & CO | $107,863 | $107,863 |
| 1735 SHS MORGAN STANLEY | $73,304 | $73,304 |
| 505 SHS NORTHERN TR CORP | $44,970 | $44,970 |
| 415 SHS PNC FINANCIAL SERVICES GROUP | $48,538 | $48,538 |
| 190 SHS SIMON PROPERTY GROUP INC | $33,757 | $33,757 |
| 780 SHS BAXTER INTL INC | $34,585 | $34,585 |
| 170 SHS BIOGEN INC | $48,209 | $48,209 |
| 630 SHS BRISTOL MYERS SQUIBB CO | $36,817 | $36,817 |
| 745 SHS GILEAD SCIENCES INC | $53,349 | $53,349 |
| 705 SHS JOHNSON & JOHNSON | $81,223 | $81,223 |
| 1110 SHS MERCK & CO INC | $65,346 | $65,346 |
| 95 SHS REGENERON PHARMACEUTICALS INC | $34,874 | $34,874 |
| 220 SHS UNITEDHEALTH GROUP INC | $35,209 | $35,209 |
| 370 SHS ZIMMER BIOMET HOLDINGS INC | $38,184 | $38,184 |
| 435 SHS CARLISLE COS INC | $47,976 | $47,976 |
| 285 SHS EQUIFAX INC | $33,696 | $33,696 |
| 1450 SHS INTERPUBLIC GROUP COS INC | $33,945 | $33,945 |
| 280 SHS KANSAS CITY SOUTHERN | $23,758 | $23,758 |
| 460 SHS SOUTHWEST AIRLINES CO | $22,926 | $22,926 |
| 265 SHS 3M CO | $47,321 | $47,321 |
| 127 SHS ALPHABET INC CL C | $98,021 | $98,021 |
| 1415 SHS APPLE INC | $163,885 | $163,885 |
| 485 SHS CME GROUP INC. | $55,945 | $55,945 |
| 780 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP | $43,703 | $43,703 |
| 1005 SHS FITBIT INC CL A | $7,357 | $7,357 |
| 180 SHS GRAINGER W W INC | $41,805 | $41,805 |
| 1870 SHS MICROSOFT CORP | $116,202 | $116,202 |
| 1130 SHS ORACLE CORPORATION | $43,448 | $43,448 |
| 530 SHS PAYPAL HOLDINGS INC | $20,919 | $20,919 |
| 27 SHS PRICELINE GROUP INC | $39,584 | $39,584 |
| 730 SHS VISA INC | $56,954 | $56,954 |
| 1696 SHS VERIZON COMMUNICATIONS | $90,532 | $90,532 |
| 905 SHS AVANGRID INC | $34,281 | $34,281 |
| 595 SHS SPECTRA ENERGY CORP WI | $24,448 | $24,448 |
| 425 SHS APTARGROUP INC | $31,216 | $31,216 |
| 340 SHS ECOLAB INC | $39,855 | $39,855 |
| 190 SHS INTERNATIONAL FLAVORS & FRAGRANCES | $22,388 | $22,388 |
| 205 SHS PPG INDS INC | $19,426 | $19,426 |
| 640 SHS CROWN CASTLE INTL CORP REIT | $55,533 | $55,533 |
| 1675 SHS HANNON ARMSTRONG SUSTAINABLE REIT | $31,808 | $31,808 |
| 1930 SHS 8POINT3 ENERGY PARTNERS LP | $25,051 | $25,051 |
| 650 SHS NIELSEN HOLDINGS PLC | $27,267 | $27,267 |
| 273 SHS AON PLC | $30,448 | $30,448 |
| 1075 SHS ROCHE HLDG LTD SPONS ADR | $30,670 | $30,670 |
| 305 SHS ASML HOLDING N.V. ADR | $34,221 | $34,221 |
| 580 SHS CHECK POINT SOFTWARE TECH LTD | $48,987 | $48,987 |
| 530 SHS NATIONAL GRI-ADR | $30,915 | $30,915 |
| 387374 SHS AQR STYLE PREMIA | $3,850,496 | $3,850,496 |
| 17216 SHS CBRE CLARION LONG | $168,032 | $168,032 |
| 139115 SHS JOHN HANCOCK II GI ABS | $1,410,630 | $1,410,630 |
| 17779 SHS LONGLEAF PARTNERS | $488,731 | $488,731 |
| 76152 SHS PARNASSUS CORE EQUITY INSTL | $2,996,563 | $2,996,563 |
| 38462 SHS PAX WORLD SMALL CAP | $593,846 | $593,846 |
| 33606 SHS REMS REAL ESTATE VALUE OPP INSTL | $509,803 | $509,803 |
| 555943 SHS TIAA-CREF SOC LW CARBON | $5,954,145 | $5,954,145 |
| 13253 SHS VANGUARD WELLESLEY INCOM ADM | $817,687 | $817,687 |
| WILLIAM BLAIR DIR MULTIALT | $0 | $0 |
| WILMINGTON MULTI MANGER ALT | $0 | $0 |
| WISDOMTREE EMERGING MKTS | $0 | $0 |
| WISDOMTREE INT'L SMALL CAP FUND | $0 | $0 |
| 69281 SHS ABERDEEN EMERGING MKTS FUND | $870,170 | $870,170 |
| 44272 SHS BOSTON COMMON INT'L FUND | $1,087,764 | $1,087,764 |
| 144063 SHS CALVERT INTL OPPORTUNIT FD-I | $2,026,966 | $2,026,966 |
| 74542 SHS DRIEHAUS ACTIVE INCOME FUND | $758,841 | $758,841 |
| DRIEHAUS SMALL CAP GROWTH | $0 | $0 |
| 21521 SHS EATON VANCE PARAMETRIC | $901,523 | $901,523 |
| HARBOR INT'L | $0 | $0 |
| WILLIAM BLAIR EMERGING MKTS FUND | $0 | $0 |
| 82392 SHS JOHCM INT'L SELECT | $1,529,197 | $1,529,197 |
| 62610 SHS TWEEDY BROWNE GLOBAL VALUE FUND | $1,567,757 | $1,567,757 |
| NORTHERN GLOBAL RE INDEX | $0 | $0 |
| 91566 SHS VIRTUS EMERGING MKTS OPPOR-I | $828,671 | $828,671 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $20,300 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,015 | AccumulatedDepreciationAmt |
| Book Value | $19,285 | BookValueAmt |
| EOYFMV | $19,285 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,365 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,528 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $1,000,000 | $950,000 | $950,000 |
| CANOPY LLC INVESTMENT | $100,000 | $0 | $0 |
| ACCRUED INTEREST/DIVIDENDS | $19,265 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INFRASTRUCTURE | $4,485 | $0 | $839 |
| MEMBER DUES & SUBSCRIPTIONS | $13,297 | $0 | $13,297 |
| INSURANCE | $2,934 | $0 | $2,934 |
| OFFICE EXPENSES | $12,316 | $0 | $14,664 |
| MISCELLANEOUS | $81 | $0 | $190 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN INTEREST | Desc |
| Revenue And Expenses Per Books | $16,856 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,856 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $625,257 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $125,353 | Amt |
| Net Investment Income | $125,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |