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THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201613209349101566
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T11:00:54-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911663336EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUSSELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUSSBusinessNameControlTxt
Phone2538585050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIM CAVANAUGHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2538585050PhoneNum
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE M SEARINGPreparerPersonNm
PTINP00000565PTIN
Phone4254544919PhoneNum
Preparation2016-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$131,991,186FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,147,541DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,019,828DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,994,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,482,993GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,575,478CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,798,708OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$619,809OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,941,313TotalRevAndExpnssAmt
Total Net Invst Incm$9,215,628TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$288,816CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$288,816CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$812,554OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$806,231OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$304,288PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$304,288PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,601LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$18,347LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$151,283AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,685AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$131,252AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,613,034OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$744,949OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$853,078OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$44,122InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$44,122InterestDsbrsChrtblAmt
Taxes Rev And Expnss$153,129TaxesRevAndExpnssAmt
Taxes Net Invst Incm$113,650TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$808TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,152DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$34,497OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$35,316OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$264,268TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$263,922TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,794PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$6,128PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$625,243OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$666,934OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100,138OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,319,781TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,533,218TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,852,446TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,555,233ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,541,968ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,875,014TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,533,218TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,394,414TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$66,299ExcessRevenueOverExpensesAmt
Net Investment Income$7,682,410NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$469,782CashBOYAmt
Cash EOY$1,004,121CashEOYAmt
Cash EOYFMV$1,004,121CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,116,546SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,802,027SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,802,027SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$702AcctRcvblAmt
Acct Rcvbl EOY$702AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$702AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$625PrepaidExpensesBOYAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,257,432USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,257,432USGovtObligationsEOYFMVAmt
Corporate Stock BOY$58,081,578CorporateStockBOYAmt
Corporate Stock EOY$53,898,732CorporateStockEOYAmt
Corporate Stock EOYFMV$53,898,732CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,778,497CorporateBondsBOYAmt
Corporate Bonds EOY$13,723,475CorporateBondsEOYAmt
Corporate Bonds EOYFMV$13,723,475CorporateBondsEOYFMVAmt
Other Investments BOY$51,538,929OtherInvestmentsBOYAmt
Other Investments EOY$51,193,229OtherInvestmentsEOYAmt
Other Investments EOYFMV$51,193,229OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$323,243LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$316,623LandBldgEquipAccumDeprecAmt
Land BOY$17,772LandBOYAmt
Land EOY$6,620LandEOYAmt
Land EOYFMV$6,620LandEOYFMVAmt
Other Assets BOY$137,479OtherAssetsBOYAmt
Other Assets EOY$104,848OtherAssetsEOYAmt
Other Assets EOYFMV$104,848OtherAssetsEOYFMVAmt
Total Assets BOY$143,141,208TotalAssetsBOYAmt
Total Assets EOY$131,991,186TotalAssetsEOYAmt
Total Assets EOYFMV$131,991,186TotalAssetsEOYFMVAmt
Accounts Payable BOY$212,781AccountsPayableBOYAmt
Accounts Payable EOY$194,439AccountsPayableEOYAmt
Grants Payable BOY$2,270,235GrantsPayableBOYAmt
Grants Payable EOY$1,283,500GrantsPayableEOYAmt
Total Liabilities BOY$2,483,016TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,477,939TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$140,658,192UnrestrictedBOYAmt
Unrestricted EOY$130,513,247UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$140,658,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$130,513,247TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$143,141,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$131,991,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$140,658,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$66,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$140,724,491SubtotalAmt
Other Decreases$10,211,244OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$130,513,247TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$59,827,730$55,833,179$3,994,551$3,994,551
EQUITY PARTNERSHIP INVESTMENTS$1,584,553$1,584,553$1,584,553P
SALE OF PTP INTEREST IN LAZARD, LTD$45,502$47,030-$1,528-$1,528P
SALE OF PTP INTEREST IN SUNOCO LOGISTICS PARTNERS L.P.$25,208$27,306-$2,098-$2,098P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,575,478CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,040,013AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$140,905,858NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071253DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,224,262AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$140,371,913NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044341DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,130,682AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,786,189NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054522DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,359,356AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$128,523,572NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057261DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,864,799AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$126,526,379NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077966DistributionYr5Rt
Total Distribution0.305343TotalDistributionRt
Average Distribution0.061069AverageDistributionRt
Net Vl Noncharitable Assets$136,477,405NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,334,539AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$76,824NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,411,363AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,394,414QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$153,648InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$153,648SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$153,648TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$218,130EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$218,130TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$64,482OverpaymentAmt
Applied To ES Tax$64,482AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TRFF.ORGWebsiteAddressTxt
Individual With BooksKATHLEEN SIMPSONIndividualWithBooksNm
Phone2538585050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD WOO
PO BOX 2567GIG HARBORWA98335CEO40.00$288,816$22,489$0
RICHARD RUSSELL
PO BOX 2567GIG HARBORWA98335CHAIR3.00$0$0$0
ERIC RUSSELL
PO BOX 2567GIG HARBORWA98335VICE PRESIDENT1.00$0$0$0
TIM CAVANAUGH
PO BOX 2567GIG HARBORWA98335TREASURER1.00$0$0$0
YVONNE SANCHEZ
PO BOX 2567GIG HARBORWA98335SECRETARY1.00$0$0$0
SARAH CAVANAUGH
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
HUBERT LOCKE
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
CHRIS RURIK
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
JILEEN RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
RON SIMS
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
ZAC RUSSELL
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
CHET TCHOZEWSKI
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0
DION RURIK
PO BOX 2567GIG HARBORWA98335DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
HENRY IZUMIZAKI
PO BOX 2567GIG HARBORWA98335DIRECTOR OF PROGRAMS40.00$197,852$17,316$0
HOLLY POWERS
PO BOX 2567GIG HARBORWA98335SR. PROGRAM OFFICER40.00$108,693$15,866$0
SETH WALKER
PO BOX 2567GIG HARBORWA98335DIRECTOR OF MARKETIN40.00$115,458$7,583$0
FABIOLA GREENAWALT
PO BOX 2567GIG HARBORWA98335PROGRAM OFFICER40.00$94,984$22,474$0
SUSAN DOBKINS
PO BOX 2567GIG HARBORWA98335PROGRAM OFFICER40.00$91,656$22,056$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THRESHOLD GROUP
PO BOX 2358GIG HARBORWA98335ACCOUNTING / INVESTMENT ADVICE$523,625
PARAMETRIC
1151 FAIRVIEW AVENUE NSEATTLEWA98109INVESTMENT ADVICE$180,465
COMMUNITY AT WORK
1 TUBBS STREETSAN FRANCISCOCA94107CONSULTING$140,696
WESTWOOD GLOBAL INVESTMENTS LLC
99 SUMMER STREET SUITE 1130BOSTONMA02110INVESTMENT ADVICE$128,583
FRIHET GROUP LLC
708 BROADWAY SUITE 320TACOMAWA98402CONSULTING$121,897
FieldValueIRS element (for citing)
Contractor Paid Over50k7ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1JANE'S FELLOWSHIP PROGRAM THE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM. THE PURPOSE OF THE PROGRAM IS TO SUPPORT GRASSROOTS LEADERS IN TACOMA AND PIERCE COUNTY, WASHINGTON, WHO ARE ACTIVE COMMUNITY STEWARDS, DEDICATED TO IMPROVING THE QUALITY OF LIFE IN THE COMMUNITY.EVERY OTHER YEAR, THE FOUNDATION SELECTS INDIVIDUALS TO FORM EACH CLASS OF FELLOWS. THE JANE'S FELLOWSHIP CLASSES ARE TWO YEARS AND EACH FELLOW RECEIVES: A FINANCIAL STIPEND TOTALING $6,000; AN OPPORTUNITY TO APPLY FOR COMMUNITY PROJECT GRANTS; AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2015, JANE'S FELLOWSHIP HAD 15 FELLOWS: TOTAL OPERATING EXPENSES = $ 405,235 TOTAL GRANT EXPENSES = $ 46,500THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005.Description1Txt
Expenses1$451,735Expenses1Amt
Description2PUYALLUP WATERSHED INITIATIVETHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED THE PUYALLUP WATERSHED INITIATIVE. THE PROGRAM IS A 10-YEAR INVESTMENT WITH THE PURPOSE OF ESTABLISHLING A SELF-SUSTAINING MOVEMENT FOCUSED ON IMPROVING SOCIAL AND ENVIRONMENTAL CONDITIONS.IN 2015, THE PUYALLUP WATERSHED INITIATIVE HAD:TOTAL OPERATING EXPENSES = $ 401,554TOTAL GRANT EXPENSES = $ 1,334,500Description2Txt
Expenses2$1,736,054Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$78,565,890AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,707,119AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$51,282,732FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$138,555,741TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$138,555,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,078,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,477,405NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,823,870MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,823,870MinimumInvestmentReturnAmt
Tax Based On Investment Income$153,648TaxBasedOnInvestmentIncomeAmt
Total Tax$153,648TotalTaxAmt
Distributable Before Adj$6,670,222DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,670,222DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,670,222DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,394,414ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,394,414QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,394,414AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,670,222DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,459,588ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,085,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$3,223,323ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,768,374TotalExcessDistributionCyovAmt
Qualifying Distributions$8,394,414QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,670,222AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,724,192RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,492,566TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,459,588ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,032,978ExcessDistriCyovToNextYrAmt
Excess From Year4$1,085,463ExcessFromYear4Amt
Excess From Year1$3,223,323ExcessFromYear1Amt
Excess From Current Year$1,724,192ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINSEY SAUERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2567AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2538510460RecipientPhoneNum
Form And Info And MaterialsLETTERS OF INQUIRY ARE RECEIVED THROUGH AN ONLINE GRANTMAKING PROGRAM (FOUNDANT TECHNOLOGIES) THAT IS ACCESSED VIA OUR WEBSITE AND MAY BE INVITED TO SUBMIT FULL PROPOSALS. THE INFORMATION AND MATERIALS REQUESTED VARY FOR EACH PROGRAM BUT TYPICALLY INCLUDE PROJECT DETAILS, BUDGET, KEY STAFF LIST AND BOARD OF DIRECTOR LISTS. ADDITIONALLY, WE INVITE GRANTEES THAT WE HAVE PRIOR RELATIONSHIPS WITH TO SUBMIT FOR EXTENDED FUNDING IN BOTH OUR PUGET SOUND AND ENVIRONMENTAL EDUCATION GRANTMAKING PORTFOLIOS.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE FOR GRANT CYCLE DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsEMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL, JR. FUND AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NON-PROFIT 501(C)(3). THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (PUGET SOUND OR ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING THE PUGET SOUND. FOR ENVIRONMENTAL EDUCATION, THE GEOGRAPHIC AREA IS LIMITED TO FOUR COUNTIES - KING, KITSAP, PIERCE AND THURSTON. OUR PUYALLUP WATERSHED INITIATIVE IS LIMITED TO THE PUYALLUP WATERSHED AREA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (192 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AARON GOODGE
3906 N 34TH STTACOMAWA98407NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
AGUEDA FERNANDEZ-WEBSTER
PO BOX 39368LAKEWOODWA98496NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
AIDS HOUSING ASSOCIATION OF TACOMA
301 N L STREETTACOMAWA98403NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
ALCHEMY SKATEBOARDING & EDUCATION
PO BOX 569TACOMAWA98401NONEPC: 509(A)(1)GO-SKATE-TACOMA$1,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREETATLANTAGA30303NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$50
AMERICAN LEADERSHIP FORUM
738 BROADWAY SUITE 301TACOMAWA98402NONEPC: 509(A)(2)2015 VOLUNTEER MATCH$1,000
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005NONEPC: 509(A)(1)PUGET SOUND RIVERS CAMPAIGN: REFORMING FEDERAL POLICY TO PROTECT AND RESTORE RIVERS AND FLOODPLAINS$40,000
ANTIOCH UNIVERSITY
SEATTLE CAMPUS 2326 6TH AVESEATTLEWA98121NONEPC: 509(A)(1)ROADSIDE RAIN GARDENS - COMMUNITIES FOR CLEAN WATER$9,838
ASSOCIATION FOR CULTURAL EQUITY
425 EAST 25TH STREET ROOM 1000NEW YORKNY10010NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$10,000
BIANCA 'BROGAN' SHELL
5421 S BIRMINGHAM STTACOMAWA98409NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
BIG HOMIE MINISTRIES INTERNATIONAL
6225 LAKEWOOD DR W APT 178UNIVERSITY PLACEWA98467NONENCYOUTH ENHANCEMENT PROJECT (YEP)$20,000
BLUFF LAKE NATURE CENTER
4755 PARIS ST 190DENVERCO80239NONEPC: 509(A)(1)BLUFF LAKE NATURE CENTER LAKE AND HABITAT IMPROVEMENTS$5,000
BLUFF LAKE NATURE CENTER
4755 PARIS ST 190DENVERCO80239NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
CASA CORNELIA LAW CENTER
2760 FIFTH AVE STE 200SAN DIEGOCA92103NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT AND CHILDREN'S PROGRAM$10,000
CASA LATINA
317 17TH AVE SSEATTLEWA98144NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$4,000
CASCADE BICYCLE CLUB EDUCATION FOUNDATION
7787 62ND AVE NESEATTLEWA98115NONESO IMAJOR TAYLOR PROJECT IN PIERCE COUNTY$8,000
CASEY BRUINSMA
1225 121ST ST STACOMAWA98444NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
CATHERINE PLACE
923 S 8TH STREETTACOMAWA98405NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$120
CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
1323 SOUTH YAKIMA AVENUETACOMAWA98405NONEPC: 509(A)(1)NATIVITY HOUSE HOMELESS ADULT SERVICES$5,000
CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
1323 SOUTH YAKIMA AVENUETACOMAWA98405NONEPC: 509(A)(1)NATIVITY HOUSE CAPITAL CAMPAIGN$250,000
CENTRAL KITSAP FOOD BANK
3537 NW ANDERSON HILL RDSILVERDALEWA98383NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$200
CERES
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111NONEPC: 509(A)(1)2015 INCR MEMBERSHIP DUES$1,000
CHILDREN'S MUSEUM OF TACOMA
1501 PACIFIC STE 202TACOMAWA98402NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
CHINESE RECONCILIATION PROJECT FOUNDATION
PO BOX 7024TACOMAWA98406NONEPC: 509(A)(2)CHINESE RECONCILIATION PROJECT FOUNDATION FOR COMMUNICATION AND DOCUMENTARY PROJECT$5,000
CHRIST EPISCOPAL CHURCH
310 NORTH K STREETTACOMAWA98403NONEPC: 170(B)(1)(A)(I)RECTOR'S DISCRETIONARY FUND$5,000
CHRIST EPISCOPAL CHURCH
310 NORTH K STREETTACOMAWA98403NONEPC: 170(B)(1)(A)(I)GENERAL OPERATING SUPPORT FOR DAHL MUSIC FUND$5,000
CITIZENS FOR A HEALTHY BAY
535 DOCK STR STE 213TACOMAWA98402NONEPC: 509(A)(1)WATER POLLUTION PREVENTION, ENFORCEMENT AND EDUCATION$40,000
CITY OF SEATTLE OFFICE OF SUSTAINABILITY & ENVIRONMENT
PO BOX 94729SEATTLEWA98124NONEGOV: GOVT ENTITYEQUITY & ENVIRONMENT INITIATIVE$10,000
COLLEGE SUCCESS FOUNDATION
950 PACIFIC AVE SUITE 1250TACOMAWA98402NONEPC: 509(A)(1)COLLEGE SELECTION PLANNING$25,000
COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684VAUGHNWA98394NONEPC: 509(A)(1)HOLIDAY HELP/ASSEMBLIES/GIFT CARDS$20,000
COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684VAUGHNWA98394NONEPC: 509(A)(1)OPERATIONAL SUPPORT$10,000
COMMUNITY BOAT PROJECT AT THE NORTHWEST SCHOOL OF WOODEN BOATBUILDING
42 N WATER STPORT HADLOCKWA98339NONEPC: 509(A)(1)COMMUNITY BOAT PROJECT$25,000
CONFLUENCE PHILANTHROPY
475 RIVERSIDE DRIVE SUITE 900NEW YORKNY10115NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$5,000
CONTINA KEMP
702 S J STREETTACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
COVENANT YOUTH OF ALASKA
PO BOX 203356ANCHORAGEAK99654NONEPC: 509(A)(1)CHRIS LOCKWOOD MEMORIAL SCHOLARSHIP FUND$5,000
DANA-FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA022849168NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$150
DENSHO
1416 S JACKSON STSEATTLEWA98144NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$150
DOWNTOWN EMERGENCY SERVICE CENTER
515 3RD AVESEATTLEWA98104NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP
210 S HUDSON STREET SUITE 332SEATTLEWA98134NONEPC: 509(A)(1)DUWAMISH VALLEY YOUTH CORPS PROGRAM$20,000
DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP
210 S HUDSON STREET SUITE 332SEATTLEWA98134NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$15,000
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106NONEPC: 509(A)(1)SUPPORT THE DUWAMISH TRIBE$2,500
EARTHCORPS
6310 NE 74TH STREET SUITE 201ESEATTLEWA98115NONEPC: 509(A)(1)STORMING THE SOUND WITH SALMON - SWIMMING UPSTREAM$20,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111NONEPC: 509(A)(2)CLEAN WATER FOR PUGET SOUND$2,000
EASTER SEALS WASHINGTON
200 WEST MERCER STREET SUITE 210ESEATTLEWA98119NONEPC: 509(A)(1)CAMP STAND BY ME GENERAL OPERATING SUPPORT$5,000
EATONVILLE FAMILY AGENCY
PO BOX 1764EATONVILLEWA98328NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$500
ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE
605 SOUTH RIVERSIDE DRSEATTLEWA98108NONEPC: 509(A)(1)ECOSS MULTICULTURAL OUTREACH TEAM$20,000
EL CENTRO DE LA RAZA
2524 16TH AVE SOUTHSEATTLEWA98144NONEPC: 509(A)(1)AFFORDABLE HOUSING CAPITAL CAMPAIGN$1,000
ELISAPETA 'BECKA' SCANLAN
14518 WASHINGTON AVE SWLAKEWOODWA98498NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY
3318 92ND STREET SOUTHLAKEWOODWA98499NONEPC: 509(A)(1)CAPACITY BUILDING CAMPAIGN$100,000
ENVIRONMENTAL SCIENCE CENTER
126 SW 148TH C100-170BURIENWA98166NONEPC: 509(A)(1)SUPPORTING ENVIRONMENTAL LEADERSHIP: FIELD STUDIES, TRAININGS, AND SERVICE LEARNING PROJECTS$40,000
EPIP TIDES CENTER
10 EAST 34TH STREET FLOOR 10NEW YORKNY10016NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$3,000
FEEST
6523 CALIFORNIA AVE SW 152SEATTLEWA98136NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$100
FIRST CREEK CHURCH
3801 N WHITMAN STREETTACOMAWA98407NONEPC: 170(B)(1)(A)(I)DREAM MUSIC PROJECT CONCERT$1,000
FISH FOOD BANKS OF PIERCE COUNTY
1702 SOUTH 72ND STREET SUITE ETACOMAWA98408NONEPC: 509(A)(1)KEY PENINSULA FOOD BANK OPERATING SUPPORT - FISH MOBILE$50,000
FLUX FACTORY INC
39-31 29TH STREETLONG ISLAND CITYNY11101NONEPC: 509(A)(1)SILENT BARN PHOENIX PHASE$3,000
FORGOTTEN CHILDREN'S FUND
PO BOX 9936SEATTLEWA98109NONEPC: 509(A)(1)CAPTAIN'S AUCTION-GENERAL OPERATING SUPPORT FOR CHRISTMAS PROGRAM$50,000
FOSS WATERWAY SEAPORT
705 DOCK STREETTACOMAWA98402NONEPC: 509(A)(1)SCIENCE ON THE SEA$40,000
FOUNDATION FOR TACOMA STUDENTS
302 SOUTH 9TH STREET SUITE 200TACOMAWA98402NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$10,000
FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
PO BOX 99608 9400 VETERANS DRIVELAKEWOODWA98496NONEPC: 509(A)(1)NICKLAUS NINE AT AMERICAN LAKE VETERANS GOLF COURSE$100,000
FRIENDS OF THE PIERCE COUNTY LAW LIBRARY
930 TACOMA AVE S SUITE 1A-105TACOMAWA98402NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$500
FTC INTERNATIONAL INC
PMB 1103-B 220 N ZAPAT HWY 11-ALAREDOTX78043NONEPC: 509(A)(1)MATCHING GIFT FOR PATRONATO PRO NINOS$500
FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
1500 SAN REMO AVENUE SUITE 249CORAL GABLESFL33146NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$9,010
GIG HARBOR PENINSULA FISH
4425 BURNHAM DRIVEGIG HARBORWA98335NONEPC: 509(A)(1)GIG HARBOR PENINSULA FISH$50,000
GOOD SAMARITAN FOUNDATION
PO BOX 5296 409-1-PHILTACOMAWA984150296NONEPC: 509(A)(1)CHILDREN'S THERAPY UNIT AT GOOD SAMARITAN HOSPITAL$5,000
GOT GREEN
PO BOX 18794 3518 S EDMUNDS STSEATTLEWA98118NONEPC: 509(A)(1)COMMUNICATIONS PLAN & YOUNG LEADERS IN THE GREEN MOVEMENT$20,000
GRANTS MANAGERS NETWORK
1666 K STREET NW SUITE 440WASHINGTONDC20006NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$3,000
GRASSROOTS GRANTMAKERS
PO BOX 9069DENVERCO80209NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$2,000
GREATER METRO PARKS FOUNDATION
4702 S 19TH STTACOMAWA98405NONEPC: 509(A)(1)EASTSIDE COMMUNITY CENTER AND POOL$50,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402NONEPC: 509(A)(1)PUYALLUP WATERSHED INITIATIVE - 2015 FUNDS$1,000,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402NONEPC: 509(A)(1)LEA ARMSTRONG SCHOLARSHIP & ALUMNI NETWORKING PROJECT$25,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$334,500
GREEN FUTURES RESEARCH AND DESIGN LAB
348 GOULD HALL BOX 355734SEATTLEWA981955734NONEPC: 509(A)(1)REGIONAL OPEN SPACE STRATEGY FOR CENTRAL PUGET SOUND$40,000
GREENHOUSE SCHOLARS
1881 9TH STREET SUITE 200BOULDERCO80302NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$7,500
GROW FOOD DBA VIVA FARMS
PO BOX 1714MOUNT VERNONWA98273NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$100
HAL MENG
1521 N FIFE STTACOMAWA98406NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
HANNAH MINER
918 S J ST APT 6TACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
HARBOR WILDWATCH
PMB 99 3110 JUDSON STREETGIG HARBORWA98335NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT FOR HARBOR WILDWATCH$60,000
HILLTOP ARTISTS
PO BOX 6829 HILLTOP ARTISTS INTACOMAWA98417NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$125RESIDENCE
ILEAP
4649 SUNNYSIDE AVE N STE 400SEATTLEWA98103NONEPC: 509(A)(2)2015 EMPLOYEE MATCHING GIFT$400
INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT
1999 HARRISON STREET SUITE 1800OAKLANDCA94612NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$1,000
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENATIONAL CITYCA91950NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$1,000
JONATHAN JACKSON
2424 S 41ST ST A210TACOMAWA98409NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
KAUAI MUSIC FESTIVAL
PO BOX 2575KAMUELAHI96743NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
KBTC ASSOCIATION
2320 SOUTH 19TH STREETTACOMAWA98405NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$100
KING COUNTY WATER & LAND RESOURCES DIVISION STORMWATER SERVICES
201 S JACKSON SUITE 600SEATTLEWA98104NONEGOV: GOVT ENTITYENVIRONMENTAL EDUCATION COMMUNITY PARTNERSHIP$15,000
KITSAP REGIONAL LIBRARY FOUNDATION
1301 SYLVAN WAYBREMERTONWA98310NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$200
KPLU-FM (PACIFIC LUTHERAN UNIVERSITY)
12182 PARK AVE STACOMAWA98447NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$1,700
LATINO COMMUNITY FUND OF WASHINGTON
PO BOX 30669SEATTLEWA98103NONEPC: 509(A)(1)ENVIRONMENTAL LEADERSHIP AND CAPACITY BUILDING$40,000
LEADERSHIP LEARNING COMMUNITY TIDES CENTER
1203 PRESERVATION PARK WAY SUITEOAKLANDCA94612NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$5,000200
LEWIS & CLARK COLLEGE
ADVANCEMENT SERVICES MSC 88 0615 SWPORTLANDOR97219NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$1,000PALATINE HILL ROAD
LINDQUIST DENTAL CLINIC FOR CHILDREN
130-131ST STREET STACOMAWA98444NONEPC: 509(A)(1)LINDQUIST CLINIC IN THE GIG HARBOR BOYS AND GIRLS CLUB$50,000
MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL
PO BOX 543KAMUELAHI96743NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$8,000
MARY BRIDGE CHILDREN'S FOUNDATION
409 SOUTH J STREETTACOMAWA98415NONEPC: 509(A)(1)2015 FESTIVAL OF TREES$5,000
MELODY RODRIGUEZ
505 N L STREET APT ATACOMAWA98403NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$4,500
MISSION INVESTORS EXCHANGE
2101 FOURTH AVE SUITE 650SEATTLEWA98121NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$5,000
MOUNTAINS TO SOUND GREENWAY TRUST
911 WESTERN AVENUE SUITE 203SEATTLEWA98103NONEPC: 509(A)(1)MOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM$30,000
MUSEUM OF GLASS
1801 DOCK STTACOMAWA984023217NONEPC: 509(A)(1)HOT SHOP HEROES: HEALING WITH FIRE$75,000
MUSEUM OF GLASS
1801 DOCK STTACOMAWA984023217NONEPC: 509(A)(1)ENDOWMENT SUPPORT$1,080,000
NA KALAI WAA
65-1206 MAMALAHOA HWYKAMUELAHI96743NONEPC: 509(A)(1)KAHOAWA'A - EDUCATIONAL OUTREACH/CREW TRAINING: SUPPORTING INTER-ISLAND AND WORLDWIDE VOYAGING$5,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$5,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$10,000
NATIVE AMERICANS IN PHILANTHROPY
2801 21ST AVE SOUTH SUITE 132DMINNEAPOLISMN55407NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$500
NEIGHBORHOOD FUNDERS GROUP
436 14TH STREET SUITE 425OAKLANDCA94612NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$1,500
NEO PHILANTHROPY
45 W 36TH ST 6TH FLOORNEW YORKNY10018NONEPC: 509(A)(1)WHY WE WORK HERE$5,000
NEW YORK PEACE INSTITUTE
111 JOHN STREET SUITE 600NEW YORKNY10038NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$2,000
NISQUALLY REACH NATURE CENTER
4949 DMILLUHR DR NEOLYMPIAWA98516NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$35,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
P O BOX 519 55-3393 AKONI PULE HWYHAWIHI96719NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
P O BOX 519 55-3393 AKONI PULE HWYHAWIHI96719NONEPC: 509(A)(1)GENERAL SUPPORT FOR SIX DISTINCT COMMUNITY PROJECTS$12,000
NORTH KOHALA COMMUNITY RESOURCE CENTER
P O BOX 519 55-3393 AKONI PULE HWYHAWIHI96719NONEPC: 509(A)(1)PROJECT SUPPORT FOR KES KEIKI YOGA, KOHALA RADIO AND KID PAN ALLEY$10,000
NORTH STAR FUND
520 8TH AVENUE SUITE 2203NEW YORKNY10018NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$2,500
NORTHWEST LEADERSHIP FOUNDATION
1119 PACIFIC AVE STE 800TACOMAWA98402NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$200
NORTHWEST LEADERSHIP FOUNDATION
1119 PACIFIC AVE STE 800TACOMAWA98402NONEPC: 509(A)(1)ACT SIX LEADERSHIP AND SCHOLARSHIP INITIATIVE$25,000
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$25,000
OBE QUARLESS
126 121ST ST S APT 14TACOMAWA98444NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
ONE TO WORLD INC
285 WEST BROADWAY SUITE 450NEW YORKNY10013NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$2,500
ONEAMERICA
1225 S WELLER ST STE 430SEATTLEWA98144NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$100
OPEN ARMS PERINATAL SERVICES
2524 16TH AVE S SUITE 207ASEATTLEWA98144NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$50
PACIFIC EDUCATION INSTITUTE
MARKET PLACE OFFICE BLD 724OLYMPIAWA98501NONEPC: 509(A)(1)PUGET SOUND K-12 FIELDSTEM PROGRAM$50,000COLUMBIA ST NW SUITE 255
PEACEJAM FOUNDATION - NOBEL WOMEN'S INITIATIVE
11200 RALSTON RDARVADACO80004NONEPC: 509(A)(1)NOBEL WOMEN'S INITIATIVE WHEN WE ARE BOLD: RADICAL WAYS WOMEN WAGE PEACE$10,000
PHILANTHROPY NORTHWEST
2101 FOURTH AVENUE SUITE 650SEATTLEWA98121NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$10,125
POINT DEFIANCE ZOOLOGICAL SOCIETY
5400 NORTH PEARL STREETTACOMAWA98407NONEPC: 509(A)(1)CITIZEN SCIENCE$20,000
POMEGRANATE CENTER
1400 NW MAPLEISSAQUAHWA98027NONEPC: 509(A)(2)2015 EMPLOYEE MATCHING GIFT$100
PORT GAMBLE S'KLALLAM FOUNDATION
31912 LITTLE BOSTON ROAD NEKINGSTONWA98346NONEPC: 509(A)(1)SUMMER ENVIRONMENTAL EDUCATION PROGRAM$15,000
PORT TOWNSEND MARINE SCIENCE CENTER
532 BATTERY WAYPORT TOWNSENDWA98368NONEPC: 509(A)(1)WHALES OF THE SALISH SEA$16,000
PUEBLO A PUEBLO
PO BOX 303NEENAHWI549570303NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$125
PUGET SOUND SAGE
1032 S JACKSON ST 203SEATTLEWA98104NONEPC: 509(A)(1)CLIMATE RESILIENCE DOCUMENTATION$35,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET SUITE 107SEATTLEWA98109NONEPC: 509(A)(1)THE PUGET SOUND LEADERSHIP, STORMWATER REGULATION AND CLEAN WATER ACT ENFORCEMENT PROJECT$40,000
R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
PO BOX 7119TACOMAWA98417NONEPC: 509(A)(1)PROGRAM ENHANCEMENT AND GENERAL OPERATING$25,000
RAINBOW CENTER
2215 PACIFIC AVETACOMAWA98407NONEPC: 509(A)(1)2015 VOLUNTEER MATCH$1,000
RE SOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STBELLINGHAMWA98225NONEPC: 509(A)(1)CLEAN WATER PROGRAM$40,000
REACT THEATRE
1122 E PIKE STREET 1111SEATTLEWA98122NONEPC: 509(A)(2)GENERAL OPERATING SUPPORT$2,500
REBECCA PADILLA
1323 EAST 57THTACOMAWA98404NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 1095SACRAMENTOCA95814NONEPC: 509(A)(1)WASHINGTON WATER PUBLIC EDUCATION CAMPAIGN$50,000
ROCKY MOUNTAIN LAND LIBRARY
2550 W 39TH AVENUEDENVERCO80211NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$7,500
RTC IMPACT FUND
1877 BROADWAY SUITE 100BOULDERCO80304NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
SAIYARE REFAEI
1002 S PINE STTACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP - SAIYARE REFAEI$3,000
SALISH SEA EXPEDITIONS
1257 PATMOS LANEBAINBRIDGE ISLANDWA98110NONEPC: 509(A)(2)SALISH SOUND & SOURCE: DEVELOPING SCIENTIFIC LITERACY AND ENVIRONMENTAL STEWARDSHIP$40,000
SAN JUAN ISLANDS CONSERVATION DISTRICT
350 COURT STREET 10 530 GUARDFRIDAY HARBORWA98250NONEGOV: GOVT ENTITYACHIEVING COLLECTIVE IMPACT: PUGET SOUND CONSERVATION DISTRICT CAUCUS$45,200STREET
SEATTLE NATIVITY SCHOOL
2800 S MASSACHUSETTS STREETSEATTLEWA98144NONEPC: 509(A)(1)SPECIAL PROJECTS: PROMOTING THE SCHOOL IN THE COMMUNITY THROUGH AN INFORMATIONAL VIDEO$5,000
SEATTLE PREPARATORY SCHOOL
2400 ELEVENTH AVENUE EASTSEATTLEWA98102NONEPC: 170(B)(1)(A)(I)GENERAL OPERATING SUPPORT$5,000
SEATTLE SYMPHONY ORCHESTRA
PO BOX 21906 200 UNIVERSITY STSEATTLEWA98111NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
SEATTLE TILTH ASSOCIATION
4649 SUNNYSIDE AVE NORTH ROOM 120SEATTLEWA98103NONEPC: 509(A)(1)SCHOOL GARDEN COLLECTIVE- PHASE 2$20,000
SECOND CYCLE
1205 MARTIN LUTHER KING JR WAYTACOMAWA98405NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
SHAJUANDA TATE
7628 40TH ST W 19UNIVERSITY PLACEWA98466NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
SOJOURNERS
3333 14TH ST NW SUITE 200WASHINGTONDC20010NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$250
SOLUTIONS FOR HUMANITY COMMUNITY AND THE ENVIRONMENT
2661 NORTH PEARL STREET 344TACOMAWA98407NONEPC: 509(A)(1)PLANNING SUPPORT FOR T-PEN/REN$15,000
SOLUTIONS FOR HUMANITY COMMUNITY AND THE ENVIRONMENT
2661 NORTH PEARL STREET 344TACOMAWA98407NONEPC: 509(A)(1)RESHAPING OUR ENVIRONMENTS: COMMUNITY AT THE FOREFRONT OF OWNING OUR COMMUNITIES$20,000
SOUTH SOUND ESTUARY ASSOCIATION
PO BOX 2182OLYMPIAWA98507NONEPC: 509(A)(1)INSPIRE STEWARDSHIP OF PUGET SOUND WATERS$20,000
SPOKANE VALLEY PARTNERS
10814 EAST BROADWAY AVENUESPOKANE VALLEYWA99206NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
ST LEO FOOD CONNECTION
710 SOUTH 13TH STREETTACOMAWA98405NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$125
STEWARDSHIP PARTNERS
1411 4TH AVE SUITE 1425SEATTLEWA98101NONEPC: 509(A)(1)IMPROVING PUGET SOUND THROUGH GREEN INFRASTRUCTURE AND SUSTAINABLE LAND USE$75,000
SUSTAINABLE AMBASSADORS
220 2ND AVE SOUTHSEATTLEWA98104NONEPC: 509(A)(1)SUSTAINABILITY AMBASSADORS OPERATING SUPPORT$20,000
TACOMA COMMUNITY BOAT BUILDERS
4540 SOUTH ADAMSTACOMAWA98409NONEPC: 509(A)(1)TACOMA COMMUNITY BOAT BUILDERS$50,000
TACOMA COMMUNITY HOUSE
PO BOX 5107 1314 SOUTH L STREETTACOMAWA98415NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$150
TACOMA URBAN LEAGUE
2550 SOUTH YAKIMA AVENUETACOMAWA98405NONEPC: 509(A)(1)LITTLE FREE LIBRARY$300
TACOMA URBAN LEAGUE
2550 SOUTH YAKIMA AVENUETACOMAWA98405NONEPC: 509(A)(1)HILLTOP URBAN GARDENS COMPOSTING TOILET$700
TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
4824 SOUTH TACOMA WAYTACOMAWA98409NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$600
TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
4824 SOUTH TACOMA WAYTACOMAWA98409NONEPC: 509(A)(1)HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT$89,600
TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
4824 SOUTH TACOMA WAYTACOMAWA98409NONEPC: 509(A)(1)COMMUNITY GARDEN & COMMON AREA IMPROVEMENTS AT AINSWORTH VISTA$1,000
TANZANIAN CHILDREN'S FUND
9 WATERHOUSE STREETCAMBRIDGEMA02138NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$500
TEWA WOMEN UNITED
PO BOX 397SANTA CRUZNM87567NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
PO BOX 29361SAN FRANCISCOCA941290361NONEPC: 509(A)(1)2015 MEMBERSHIP DUES$6,500
THE GRAND CINEMA
606 S FAWCETTTACOMAWA98402NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$400
THE MERWIN CONSERVANCY
PO BOX 809 455 KULIKE ROADHAIKUHI96708NONESO IGENERAL OPERATING SUPPORT$5,000
THE MOUNTAINEERS
7700 SAND POINT WAY NESEATTLEWA98115NONEPC: 509(A)(1)MOUNTAINEERS PEAK SOCIETY$1,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA222031606NONEPC: 509(A)(1)FROM INNOVATION TO LEGACY: BUILDING SUSTAINABILITY IN PUGET SOUND$100,000
THE NEIGHBORHOOD CLINIC
1323 SOUTH YAKIMA AVETACOMAWA98405NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$500
THE RESCUE MISSION
1912 702 PACIFIC AVENUETACOMAWA984011912NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$300
THE SERVANT'S WAY
1417 SOUTH G STREETTACOMAWA98405NONEPC: 509(A)(1)MEDITATION GARDEN PROJECT$1,000
THE SYNERGOS INSTITUTE
3 EAST 54TH STREET 14TH FLOORNEW YORKNY10022NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
THE TRUST FOR PUBLIC LAND
901 5TH AVENUE SUITE 1520SEATTLEWA98164NONEPC: 509(A)(1)CONSERVATION SERVICES AND LEADERSHIP IN THE PUGET SOUND REGION$40,000
TINY TOTS DEVELOPMENT CENTER
8318 RENTON AVE SOUTHSEATTLEWA98118NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$100
TOWN HALL SEATTLE
1119 8TH AVESEATTLEWA98101NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$5,000
TRACIE BONJOUR
926 S SHERIDAN AVETACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
UNITED WAY OF PIERCE COUNTY
2215 1501 PACIFIC 400TACOMAWA98401NONEPC: 509(A)(1)BASIC NEEDS PORTFOLIO$64,000
UNITED WAY OF PIERCE COUNTY
2215 1501 PACIFIC 400TACOMAWA98401NONEPC: 509(A)(1)VETERANS OF FOREIGN WARS RELIEF FUND$50,000
UNIVERSITY DISTRICT FOOD BANK
4731 15TH AVE NESEATTLEWA98105NONEPC: 509(A)(1)GENERAL OPERATING SUPPORT$3,000
UNIVERSITY OF WASHINGTON FOUNDATION - HARBORVIEW
BOX 351210 407 GERBERDING HALLSEATTLEWA98195NONEPC: 509(A)(1)HARBORVIEW MEDICAL CENTER MISSION OF CARING$10,000
UNIVERSITY OF WASHINGTON SEATTLE MESA
014 LOEW HALL BOX 352181SEATTLEWA98195NONEPC: 509(A)(1)SCHOLARSHIPS$10,000
UNIVERSITY OF WASHINGTON TACOMA
PO BOX 358432 1900 COMMERCE STREETTACOMAWA98402NONEPC: 509(A)(1)2015 MATH-SCIENCE-LEADERSHIP PROGRAM$25,000
UNIVERSITY OF WASHINGTON-MOUNT RAINIER INSTITUTE
9010 453RD ST EASTEATONVILLEWA98328NONEPC: 509(A)(1)MOUNT RAINIER INSTITUTE - YEAR TWO GROWTH$40,000
UP FOR ART
PO BOX 65145UNIVERSITY PLACEWA98464NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$300
URBAN GRACE CHURCH
902 MARKET STREETTACOMAWA98402NONEPC: 509(A)(1)2015 EMPLOYEE MATCHING GIFT$5,000
VILLA ACADEMY
5001 NE 50TH STSEATTLEWA98105NONEPC: 509(A)(1)VILLANOW 2015-2016$5,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101NONEPC: 509(A)(1)PUGET SOUND PROTECTION AND RESTORATION$100,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101NONEPC: 509(A)(1)STAND UP TO OIL CAMPAIGN$45,000
WASHINGTON STATE UNIVERSITY FOUNDATION - LID LAB
PO BOX 641925 255 E MAIN STREETPULLMANWA991641925NONEPC: 509(A)(1)WASHINGTON STORMWATER CENTER$50,000
WHIDBEY INSTITUTE
POB 57 6449 OLD PIETILA RDCLINTONWA98236NONEPC: 509(A)(1)CASCADIA CLIMATE COLLABORATIVE$5,000
WHITMAN COLLEGE
DEVELOPMENT OFFICE 345 BOGER AVEWALLA WALLAWA993622083NONESO IGENERAL OPERATING SUPPORT$1,000
WRITE253
1310 MARTIN LUTHER KING JR WAYTACOMAWA98405NONEPC: 509(A)(1)HILLTOP WOMEN'S WRITING COLLECTIVE$1,000
YMCA OF GREATER SEATTLE
909 4TH AVESEATTLEWA98104NONEPC: 509(A)(2)YMCA EARTH SERVICE CORPS YOUTH IN ACTION: STEWARDSHIP, EDUCATION & LEADERSHIP$40,000
YOUNG WOMEN EMPOWERED
316 4TH AVE SOUTHKIRKLANDWA98033NONEPC: 509(A)(1)Y-WE CONNECT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,541,968TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARON GOODGE
3906 N 34TH STTACOMAWA98407NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
AGUEDA FERNANDEZ-WEBSTER
PO BOX 39368LAKEWOODWA98496NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
BIANCA 'BROGAN' SHELL
5421 S BIRMINGHAM STTACOMAWA98409NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
CASEY BRUINSMA
1225 121ST ST STACOMAWA98444NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
COLLEGE SUCCESS FOUNDATION
950 PACIFIC AVE SUITE 1250TACOMAWA98402NONEPC: 509(A)(1)COLLEGE SELECTION PLANNING$50,000
CONTINA KEMP
702 S J STREETTACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
ELISAPETA 'BECKA' SCANLAN
14518 WASHINGTON AVE SWLAKEWOODWA98498NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100TACOMAWA98402NONEPC: 509(A)(1)LEA ARMSTRONG SCHOLARSHIP & ALUMNI NETWORKING PROJECT$50,000
HAL MENG
1521 N FIFE STTACOMAWA98406NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
HANNAH MINER
918 S J ST APT 6TACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
JONATHAN JACKSON
2424 S 41ST ST A210TACOMAWA98409NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
MELODY RODRIGUEZ
505 N L STREET APT ATACOMAWA98403NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$1,500
NORTHWEST LEADERSHIP FOUNDATION
1119 PACIFIC AVE STE 800TACOMAWA98402NONEPC: 509(A)(1)ACT SIX LEADERSHIP AND SCHOLARSHIP INITIATIVE$50,000
OBE QUARLESS
126 121ST ST S APT 14TACOMAWA98444NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
PO BOX 7119TACOMAWA98417NONEPC: 509(A)(1)PROGRAM ENHANCEMENT AND GENERAL OPERATING$50,000
REBECCA PADILLA
1323 EAST 57THTACOMAWA98404NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
SAIYARE REFAEI
1002 S PINE STTACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
SHAJUANDA TATE
7628 40TH ST W 19UNIVERSITY PLACEWA98466NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
TRACIE BONJOUR
926 S SHERIDAN AVETACOMAWA98405NONEI: INDIVIDUALCLASS 6 FELLOWSHIP$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$243,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$513ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,147,541ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,994,551ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS525990-$172,15318$2,957,596
LITIGATION SETTLEMENT INCOME14$13,265

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$172,153UnrelatedBusinessTaxblIncmAmt
Exclusion$9,113,466ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,941,313TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$151,283Amt
Net Investment Income$7,685NetInvestmentIncomeAmt
Disbursements Charitable Prps$131,252DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIG HOMIE MINISTRIES INTERNATIONALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16225 LAKEWOOD DR W APT 178AddressLine1Txt
CityUNIVERSITY PLACECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98467ZIPCd
FieldValueIRS element (for citing)
Grant2015-12-22GrantDt
Grant$20,000GrantAmt
Purpose Of GrantSUPPORT THE YOUTH EMPOWERMENT PROJECT (YEP) WITH THE FOLLOWING GOALS:1) TO UNDERGIRD OUR YOUTH WITH POSITIVE RE-ENFORCEMENTS TO DETER THEM FROM VIOLENT BEHAVIORS.2) TO ESTABLISH MEANINGFUL COALITIONS AND STRATEGIC ALLIANCES TO HELP IMPROVE LIFE SKILLS AND SELF DETERMINATION.3) TO ENGAGE THE TARGETED YOUTH IN PERSONAL GROWTH PROCESSES AND ENTERPRISING ACTIVITIES. DIVERSIONS---------------TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE FOR WHICH THE GRANT WAS ORIGINALLY MADE.PurposeOfGrantTxt
Results Of VerificationGIVEN THE TIMING OF GRANT FUNDS (PAYMENT 12/22/2015) NO FINANCIAL REPORT FOR 2015 WAS REQUESTED. ONE WILL BE SUBMITTED FOR 12/31/2016, WHICH IS WHEN THE FUNDS WILL BE EXPENDED.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SELF DEALINGFORM 990-PF, PART VII-B, LINE 1A(3) THE FOUNDATION UTILIZES A SERVICES FIRM TO MANAGE SUBSTANTIALLY ALL OF ITS ASSETS AND TO PROVIDE PROFESSIONAL SERVICES. THE SERVICES FIRM IS OWNED BY SEVERAL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(D).(3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A BOARD OFFICER. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E).
DONOR ADVISED FUNDSFORM 990-PF, PART VII-A, LINE 12THE FOUNDATION MADE A GRANT TO THE GREATER TACOMA COMMUNITY FOUNDATION AND TREATED THIS AS A QUALIFYING DISTRIBUTION IN 2015 (SEE PART XV, LINE 3A). THE DISTRIBUTIONS OUT OF THIS FUND WILL BE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRC SECTION 170(C)(2)(B).

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX$0$0
DOUBLELINE$0$0
LOOMIS SAYLES$0$0
STONE HARBOR$0$0
TEMPLETON$0$0
DOUBLELINE TOTAL RET BD - I$2,521,759$2,521,759
LOOMIS SAYLES BOND FD - INS$3,248,485$3,248,485
STONE HARBOR EMERGING MKT DEBT FUND$1,753,932$1,753,932
TEMPLETON GLBL BOND FD/US - ADV$2,268,829$2,268,829
AMERICAN EXPRESS CREDIT CORP$231,482$231,482
CITIGROUP INC$163,861$163,861
COMCAST CORP$217,046$217,046
CVS HLTH CORP$150,710$150,710
ECOLAB INC$162,300$162,300
GOLDMAN SACHS GROUP INC/THE$144,943$144,943
INTEL CORP$232,498$232,498
JPMORGAN CHASE & CO$235,706$235,706
MEDTRONIC INC$237,350$237,350
MORGAN STANLEY$154,510$154,510
NORTHERN STS PWR CO/MN$219,237$219,237
NOVARTIS CAPITAL CORP$236,558$236,558
ORACLE CORP$234,272$234,272
SANOFI-AVENTIS SA$213,621$213,621
SCHLUMBERGER INVESTMENT SA$235,231$235,231
TORONTO-DOMINION BANK/THE$238,421$238,421
UNITEDHLTH GROUP INC$232,464$232,464
VERIZON COMMUNICATIONS INC$153,570$153,570
WELLS FARGO & CO$236,690$236,690

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APERIO$12,845,394$12,845,394
COPELAND$2,209,975$2,209,975
DELAWARE EMERGING MARKETS$0$0
FIRST EAGLE GLOBAL$0$0
HARDING LOEVNER$3,572,979$3,572,979
IVY ASSET STRATEGY$0$0
LEVIN$0$0
RUSSELL LARGE CAP$19,065,974$19,065,974
RUSSELL SMALL CAP$3,792,931$3,792,931
WALDEN LARGE CAP$2,540,590$2,540,590
WHITEBOX$0$0
ABBEY CAPITAL FT STRAT FD$2,142,883$2,142,883
FIRST EAGLE GLBL FD - I$1,981,215$1,981,215
IVY ASSET STRATEGY FUND I$765,771$765,771
WESTERN ASSET MACRO OPPTYS FUND$2,133,538$2,133,538
WILLIAM BLAIR FDS$2,847,069$2,847,069
BRECKINRIDGE$413$413

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,306,882USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,306,882USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,950,550StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,950,550StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACM PERMANENT CROPS, LLCFMV$724,173$724,173
ARDSLEY PARTNERS RENEWABLE ENERGY FUND, LPFMV$2,746,221$2,746,221
CANOPY LLCFMV$278,494$278,494
CEDAR ROCK CAPITAL PARTNERS, LLCFMV$10,226,284$10,226,284
NORTH SKY CLEANTECH VENTURES, LPFMV$557,019$557,019
ECOTRUST FORESTS II, LLCFMV$380,453$380,453
GENERATION IM GLOBALFMV$4,593,652$4,593,652
GILBERT GLOBAL EQUITY PARTNERS, LPFMV$1,417,524$1,417,524
KAYNE ANDERSON ENERGY FUND III (QP), LPFMV$48,472$48,472
KAYNE ANDERSON ENERGY FUND IV (QP), LPFMV$324,257$324,257
KAYNE ANDERSON PRIVATE INVESTORS, LPFMV$120,393$120,393
KAYNE ANDERSON PRIVATE INVESTORS II (QP), LPFMV$0$0
THE LYME FOREST FUND IV TE LPFMV$519,003$519,003
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE), LPFMV$588,486$588,486
PORTFOLIO ADVISORS PRIVATE EQUITY FUND VII LPFMV$1,282,740$1,282,740
PORTFOLIO ADVISORS SECONDARY FUND (OFFSHORE), LPFMV$1,338,100$1,338,100
SELECT EQUITY FUND, LPFMV$6,649,761$6,649,761
THE SILCHESTER INT'L INVESTORS INT'L VALUE EQUITY TRUSTFMV$8,440,837$8,440,837
SOMERSET EMERGING MARKETS SMALL CAP FUND LLCFMV$502,915$502,915
SQUADRON ASIA PACIFIC FUND (OFFSHORE), LPFMV$704,133$704,133
EIG ENERGY FUND X LPFMV$370,755$370,755
TRANS-EUROPE BUYOUT PARTNERS VI (US) LPFMV$290,687$290,687
WASTEWATER OPPORTUNITY FUND LLCFMV$26,242$26,242
WGI EMERGING MARKETS FUND LLCFMV$9,062,628$9,062,628

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUIPMENT$120,369$113,749$6,620$6,620
FURNITURE & FIXTURES$202,874$202,874$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$11,601LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,347DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCISE TAX RECEIVABLE$14,857$0$0
ACCRUED INCOME RECEIVABLE$122,622$104,848$104,848

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$10,211,244Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES$6,834$0$6,834
POSTAGE$697$0$697
STAFF RECOGNITION$10,133$0$9,881
REPAIRS & MAINTENANCE$28,694$0$25,779
RESOURCES$36,427$0$36,427
SERVICE CHARGES$323$0$323
DEDUCTIONS FROM LP INVESTMENTS$522,819$666,934$0
INSURANCE$2,443$0$2,443
OFFICE SUPPLIES$7,264$0$7,406
HONORARIUMS$9,609$0$9,609
MISCELLANEOUS$0$0$739

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS$2,785,443$606,544$2,785,443
LITIGATION SETTLEMENT INCOME$13,265$13,265$13,265

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$744,949$744,949$0
PAYROLL SERVICE FEES$7,525$0$7,525
GRANT CONSULTING$710,070$0$697,405
CONTRACT LABOR$150,490$0$148,148

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$104,914$0$0
STATE TAXES$28,651$28,651$0
PERSONAL PROPERTY TAX$795$0$795
SALES & USE TAX$13$0$13
FOREIGN TAXES$18,756$84,999$0