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LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-24
IRS object ID
201432059349100503
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-24T10:50:00-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910605875PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETERSON SULLIVAN LLP CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION ST STE 2300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code981012345ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916339917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone2065014510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 SECOND AVENUE 13TH FLOORAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE REEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2065014510PhoneNum
Signature2014-06-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED W DUNNELLPreparerPersonNm
PTINP00292022PTIN
Phone2063827777PhoneNum
Preparation2014-06-24PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,337,612FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$98,193ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,565InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,565InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$694,851DividendsRevAndExpnssAmt
Dividends Net Invst Incm$694,851DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,638,622NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,504,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,032,044CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,434,231TotalRevAndExpnssAmt
Total Net Invst Incm$2,729,460TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$115,892CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$115,892CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$19,241PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$19,241PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,055AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$22,055AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$126,352OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$126,352OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$76,717TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12,948TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$615DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$139,867OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$139,867OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$500,739TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$310,003TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,312,252ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,312,252ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,812,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,622,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,621,240ExcessRevenueOverExpensesAmt
Net Investment Income$2,603,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,432CashBOYAmt
Cash EOY$12,833CashEOYAmt
Cash EOYFMV$12,833CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,090,771SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,560,941SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,560,941SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$33,333,080CorporateStockBOYAmt
Corporate Stock EOY$36,554,713CorporateStockEOYAmt
Corporate Stock EOYFMV$36,554,712CorporateStockEOYFMVAmt
Other Investments BOY$2,056OtherInvestmentsBOYAmt
Land Bldg Equip Cost Or Other Bss$26,007LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,007LandBldgEquipAccumDeprecAmt
Land BOY$615LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$213,784OtherAssetsBOYAmt
Other Assets EOY$209,126OtherAssetsEOYAmt
Other Assets EOYFMV$209,126OtherAssetsEOYFMVAmt
Total Assets BOY$34,713,738TotalAssetsBOYAmt
Total Assets EOY$38,337,613TotalAssetsEOYAmt
Total Assets EOYFMV$38,337,612TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,673AccountsPayableBOYAmt
Accounts Payable EOY$8,308AccountsPayableEOYAmt
Total Liabilities BOY$5,673TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,308TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$34,708,065UnrestrictedBOYAmt
Unrestricted EOY$38,329,305UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$34,708,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,329,305TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,713,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,337,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,708,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,621,240ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$38,329,305SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,329,305TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2013-12-31$11,357,095$9,466,719$1,890,376$1,890,376
LYME NORTHERN FOREST FUND, L.P.P2013-12-31$2,702$5,537-$2,835-$2,835
SPDR GOLD TRUSTP2013-12-31$238$249-$11-$11
CAPITAL GAINS DIVIDENDSP$144,514$144,514$144,514
FieldValueIRS element (for citing)
Capital Gain Net Income$2,032,044CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,522,039AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$33,324,251NetVlNoncharitableAssetsYr1Amt
Distribution Yr1.045674DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,433,609AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,269,255NetVlNoncharitableAssetsYr2Amt
Distribution Yr2.041834DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,151,419AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,695,400NetVlNoncharitableAssetsYr3Amt
Distribution Yr3.036328DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,196,599AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,517,966NetVlNoncharitableAssetsYr4Amt
Distribution Yr4.045124DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,494,978AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$30,385,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr5.049201DistributionYr5Rt
Total Distribution.218161TotalDistributionRt
Average Distribution.043632AverageDistributionRt
Net Vl Noncharitable Assets$35,898,352NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,566,317AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,031NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,592,348AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,622,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,031InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,031SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,031TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$59,489EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$59,489TotalPaymentsAndCreditsAmt
Es Penalty$27EsPenaltyAmt
Overpayment$33,431OverpaymentAmt
Applied To ES Tax$33,431AppliedToESTaxAmt
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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LAIRDNORTON.ORGWebsiteAddressTxt
Individual With BooksKATIE BRIGGSIndividualWithBooksNm
Phone2065014510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 SECOND AVE SUITE 1300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
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 Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (11 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE REED
801 2ND AVE 13TH FLOORSEATTLEWA98104PRESIDENT2.00$0$0$0
CHRISTOPHER UELAND
801 2ND AVE 13TH FLOORSEATTLEWA98104VICE PRESIDENT1.00$0$0$0
WILLIAM BARAN-MICKLE
801 2ND AVE 13TH FLOORSEATTLEWA98104SECRETARY1.00$12,000$0$0
CHARLES RICHARDSON JR
801 2ND AVE 13TH FLOORSEATTLEWA98104TREASURER1.00$0$0$0
CHALAN COLBY
801 2ND AVE 13TH FLOORSEATTLEWA98104DIRECTOR1.00$0$0$0
MARIE MENTOR
801 2ND AVE 13TH FLOORSEATTLEWA98104DIRECTOR1.00$0$0$0
STEVE SCOTT
801 2ND AVE 13TH FLOORSEATTLEWA98104DIRECTOR1.00$0$0$0
TAMSIN TAYLOR
801 2ND AVE 13TH FLOORSEATTLEWA98104DIRECTOR1.00$0$0$0
GRAHAM BROWN
801 2ND AVE 13TH FLOORSEATTLEWA98104DIRECTOR1.00$0$0$0
LINDSAY HALL
801 2ND AVE 13TH FLOORSEATTLEWA98104ASSOCIATE DIRECTOR1.00$0$0$0
NORAH HEINTZ
801 2ND AVE 13TH FLOORSEATTLEWA98104ASSOCIATE DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATIE BRIGGSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE 13TH FLOORAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
TitleMANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$83,400CompensationAmt
Employee Benefits$14,514EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON TYEE TRUST COMPANYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE SUITE 1800AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$126,352CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$35,010,349AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,432,848AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,830FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,445,027TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,445,027AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$546,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,898,352NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,794,918MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,794,918MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,031TaxBasedOnInvestmentIncomeAmt
Total Tax$26,031TotalTaxAmt
Distributable Before Adj$1,768,887DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,768,887DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,768,887DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,622,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,622,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,031PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,596,224AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,768,887DistributableAsAdjustedAmt
Undistributed Income PY$938,810UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,622,255QualifyingDistributionsAmt
Applied To Year1$938,810AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$683,445AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,085,442UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
5TH AVENUE THEATRE
1308 5TH AVESEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$650
ACHIEVE MINNEAPOLIS
111 3RD AVE S 5MINNEAPOLISMN55401509(A)(1) OR 509(A)(PROGRAM SUPPORT$21,000
ADAMS ELEMENTARY SCHOOL
6110 28TH AVE NWSEATTLEWA98107509(A)(1) OR 509(A)(PROGRAM SUPPORT$30,000
AGUA PARA LA VIDA
2311 WEBSTER STREETBERKELEYCA94705509(A)(1) OR 509(A)(PROGRAM SUPPORT$25,000
ART SMART
102 E WATER STSANTA FENM87501509(A)(1) OR 509(A)(PROGRAM SUPPORT$330
ARTS CORPS
4408 DELRIDGE WAY SWSEATTLEWA98106509(A)(1) OR 509(A)(PROGRAM SUPPORT$35,000
ARTS FOR THE SCHOOLS
PO BOX 866TRUCKEECA96160PUBLIC SCHOOLPROGRAM SUPPORT$25,000
ARTS IMPACT
PSESD / 800 SW OAKESDALE AVERENTONWA98057509(A)(1) OR 509(A)(PROGRAM SUPPORT$35,000
AS YOU SOW
1611 TELEGRAPH AVENUE SUITE 1450OAKLANDCA94612509(A)(1) OR 509(A)(PROGRAM SUPPORT$500
BAINBRIDGE ISLAND COMMUNITY WOODSHOP
BAINBRIDGE ISLANDBAINBRIDGE ISLANDWA98110509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
BIG BROTHERS BIG SISTERS
1600 S GRAHAM STSEATTLEWA98108509(A)(1) OR 509(A)(PROGRAM SUPPORT$263
BIG CITY MOUNTAINEERS
710 10TH ST SUITE 120GOLDENCO80401509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
BONNEVILLE ENVIRONMENTAL FOUNDATION
240 SW 1ST AVEPORTLANDOR97204509(A)(1) OR 509(A)(PROGRAM SUPPORT$100,000
CALIFORNIA TAU FOUNDATION
560 MISSION ST STE 3100SAN FRANCISCOCA94105509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
CHALLENGE ASPEN
SNOWMASS VILLAGE MALL 309SNOWMASSCO81615509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
CLIMATE SOLUTIONS
1402 3RD AVENUE SUITE 1305SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$30,000
CONEJO VALLEY CHURCH OF CHRIST
2525 E HILLCREST DRTHOUSAND OAKSCA91362509(A)(1) OR 509(A)(PROGRAM SUPPORT$815
CONFLUENCE PHILANTHROPY
475 RIVERSIDE DRIVE SUITE 900NEW YORKNY10115509(A)(1) OR 509(A)(PROGRAM SUPPORT$10,000
DOS PUEBLOS ENGINEERING ACADEMY
7266 ALAMEDA AVEGOLETACA93117509(A)(1) OR 509(A)(PROGRAM SUPPORT$500
DUKE UNIVERSITY
DUKE UNIVERSITYDURHAMNC27708509(A)(1) OR 509(A)(PROGRAM SUPPORT$110
EARTHHEART FOUNDATION
PO BOX 146337CHICAGOIL60614509(A)(1) OR 509(A)(PROGRAM SUPPORT$8,000
EL PORVENIR
1420 OGDEN STREETDENVERCO80218509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,500
ELAW
1877 GARDEN AVENUEEUGENEOR97403509(A)(1) OR 509(A)(PROGRAM SUPPORT$44,000
ELEMENTS OF EDUCATION PARTNERS
POBOX 110555TACOMAWA98411509(A)(1) OR 509(A)(PROGRAM SUPPORT$25,000
FIRST UNITED METHODIST CHURCH OF AUSTIN
1201 LAVACA STAUSTINTX78701509(A)(1) OR 509(A)(PROGRAM SUPPORT$3,000
FOCUS ON THE FAMILY
8655 EXPLORER DRIVECO SPRINGSCO80920509(A)(1) OR 509(A)(PROGRAM SUPPORT$4,000
FOLWELL SCHOOL
1 W 49TH STMINNEAPOLISMN55419PUBLIC SCHOOLPROGRAM SUPPORT$28,000
FRIENDS OF GREAT SALT LAKE
PO BOX 2655SALT LAKE CITYUT84110509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
GEOS INSTITUTE
84 4TH STREETASHLANDOR97520509(A)(1) OR 509(A)(PROGRAM SUPPORT$145,000
GLOBAL WASHINGTON
500 UNION STREET SUITE 801SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
HABITAT FOR HUMANITY OF THE UPPER KEYS
98970 OVERSEAS HWYKEY LARGOFL33037509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
HARWICH JUNIOR THEATRE
105 DIVISION STWEST HARWICHMA02671509(A)(1) OR 509(A)(PROGRAM SUPPORT$3,000
HILLTOP ARTISTS IN RESIDENCE
602 N SPRAGUE AVETACOMAWA98403509(A)(1) OR 509(A)(PROGRAM SUPPORT$3,000
HOPE LUTHERAN SCHOOL
4456 42ND AVE SWSEATTLEWA98116PUBLIC SCHOOLPROGRAM SUPPORT$300
INTERNATIONAL RURAL WATER ASSOCIATION
3041 BRADENBAUGH RDWHITE HALLMD21161509(A)(1) OR 509(A)(PROGRAM SUPPORT$23,500
ISLAMADORA COMMUNITY ENTERTAINMENT
77522 OVERSEAS HWYISLAMADORAFL33036509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
JACKSON FOOTBALL BOOSTERS
MILL CREEKMILL CREEKWA98082509(A)(1) OR 509(A)(PROGRAM SUPPORT$450
JUNIOR LEAGUE OF SACRAMENTO
778 UNIVERSITY AVESACRAMENTOCA95825509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,200
KING FM 981
10 HARRISON STREET SUITE 100SEATTLEWA98109509(A)(1) OR 509(A)(PROGRAM SUPPORT$250
LAKE WYLIECLOVER MAYDAY PROJECT
PO BOX 5123LAKE WHLIESC29710509(A)(1) OR 509(A)(PROGRAM SUPPORT$195
LINCOLN CITY FOOD PANTRY AT COAST VINEYARD
1505 NE 6TH DRLINCOLN CITYOR97367509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
LONG LIVE THE KINGS
1326 FIFTH AVENUESEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
LOW INPUT VITICULTURE AND ENOLOGY
PO BOX 5185SALEMOR97304509(A)(1) OR 509(A)(PROGRAM SUPPORT$15,000
MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION
PO BOX 170UNITYME04988509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
MERCY CORPS
509 FAIRVIEW AVE NSEATTLEWA98109509(A)(1) OR 509(A)(PROGRAM SUPPORT$10,000
MINNESOTA CENTER FOR BOOK ARTS
1011 WASHINGTON AVE S SUITE 100MINNEAPOLISMN55415509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
MULTICULTURAL CHILD AND FAMILY HOPE CENTER
2021 S 19TH STTACOMAWA98405509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
NATIONAL CENTER FOR EQUINE FACILITATED THERAPY
880 RUNNYMEDE ROADWOODSIDECA94062509(A)(1) OR 509(A)(PROGRAM SUPPORT$6,000
NATURE CONSORTIUM
4408 DELRIDGE WAY SW 107SEATTLEWA98106509(A)(1) OR 509(A)(PROGRAM SUPPORT$5,000
NORTHWEST SEED
1402 3RD AVE 901SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$25,000
OMPRAKASH FOUNDATION
PO BOX 52813NEW ORLEANSLA70152509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
OREGON ENVIRONMENTAL COUNCIL
1326 SW 16TH AVEPORTLANDOR97201509(A)(1) OR 509(A)(PROGRAM SUPPORT$36,000
ORINDA WOMEN'S CLUB
526 THE GLADEORINDACA94563509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
PACIFIC FOREST TRUST
1001-A OREILLY AVENUESAN FRANCISCOCA94129509(A)(1) OR 509(A)(PROGRAM SUPPORT$35,000
PASADENA SYMPHONY ASSOCIATION
117 E COLORADO BLVD STE 200PASADENACA91105509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
PATH
2201 WESTLAKE AVE SUITE 200SEATTLEWA98121509(A)(1) OR 509(A)(PROGRAM SUPPORT$45,000
POWERFUL SCHOOLS
3401 RAINIER AVE SSEATTLEWA98104PUBLIC SCHOOLPROGRAM SUPPORT$20,000
PRESCOTT COLLEGE
220 GROVE AVEPRESCOTTAZ86301509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
PURE WATER FOR THE WORLD
PO BOX 55RUTLANDVT05702509(A)(1) OR 509(A)(PROGRAM SUPPORT$9,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVEPROVIDENCERI02907509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
ROGUE VALLEY HABITAT FOR HUMANITY
2233 S PACIFIC HWYMEDFORDOR97501509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
ROSEMARY ANDERSON HIGH SCHOOL
717 N KILLINGSWORTH CTPORTLANDOR97217PUBLIC SCHOOLPROGRAM SUPPORT$25,000
SALISBURY SCHOOL
251 CANAAN RDSALISBURYCT06068PUBLIC SCHOOLPROGRAM SUPPORT$2,000
SALVATION ARMY - REDWOOD CITY CORPS
660 VETERANS BLVDREDWOOD CITYCA94063509(A)(1) OR 509(A)(PROGRAM SUPPORT$400
SANDPOINT WALDORF SCHOOL
2007 SANDPOINT W DRSANDPOINTID83864PUBLIC SCHOOLPROGRAM SUPPORT$1,389
SAVE THE BAY
100 SAVE THE BAY DRIVEPROVIDENCERI02905509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
SEATTLE FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
SEEDS OF HEAVEN
504 N 4TH ST SUITE 302FAIRFIELDIA52556509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
SIGHTLINE INSTITUTE
1402 3RD AVENUE SUITE 500SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$35,000
SKOKOMISH TRIBE
80 N TRIBAL CENTER RDSKOKOMISHWA98584509(A)(1) OR 509(A)(PROGRAM SUPPORT$20,000
SPLASH (FORMERLY A CHILD'S RIGHT)
917 PACIFIC AVE SUITE 417TACOMAWA98402509(A)(1) OR 509(A)(PROGRAM SUPPORT$66,000
SUSTAINABLE NORTHWEST
813 SW ALDER STPORTLANDOR97205509(A)(1) OR 509(A)(PROGRAM SUPPORT$25,000
THE INSTITUTE OF QIGONG & INTEGRATIVE MEDICINE
PO BOX 31576SEATTLEWA98103509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
THE PLAYWRIGHTS' CENTER
2301 EAST FRANKLINMINNEAPOLISMN55406509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
UPPER DESCHUTES WATERSHED
PO BOX 1812BENDOR97709509(A)(1) OR 509(A)(PROGRAM SUPPORT$60,000
URBAN SURF 4 KIDS
3930 UTAH ST CSAN DIEGOCA92104509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
VOICES FOR CHILDREN
2851 MEADOW LARK DRSAN DIEGOCA92123509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
WASATCH COMMUNITY GARDENS
PO BOX 2924/345 E 400 SOUTH SUITESALT LAKE CITYUT84111509(A)(1) OR 509(A)(PROGRAM SUPPORT$900204
WASHINGTON ALLIANCE FOR ARTS EDUCATION
158 THOMAS STSEATTLEWA98109509(A)(1) OR 509(A)(PROGRAM SUPPORT$40,000
WASHINGTON CONTEMPORARY BALLET
8315 27TH ST WUNIVERSITY PLACEWA98466509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVE SUITE 1400SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$30,000
WASHINGTON GREEN SCHOOLS
4649 SUNNYSIDE AVENUE NORTHSEATTLEWA98103PUBLIC SCHOOLPROGRAM SUPPORT$20,000
WASHINGTON STATE UNIVERSITY
303 N 4TH STREETSHELTONWA98584509(A)(1) OR 509(A)(PROGRAM SUPPORT$20,000
WASHINGTON WILDLIFE AND RECREATION COALITION
1402 3RD AVE 507SEATTLEWA98101509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
WATER 1ST
PO BOX 17974SEATTLEWA98127509(A)(1) OR 509(A)(PROGRAM SUPPORT$61,000
WATERAID
315 MADISON AVENUE SUITE 2301NEW YORKNY10017509(A)(1) OR 509(A)(PROGRAM SUPPORT$30,000
WEST SIDE BABY
10032 15TH AVE SWSEATTLEWA98146509(A)(1) OR 509(A)(PROGRAM SUPPORT$6,000
WEST SOUND ACADEMY
16571 CREATIVE DR NEPOULSBOWA98370509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
WHIDBEY INSTITUTE
6449 OLD PIETILA RDCLINTONWA98236509(A)(1) OR 509(A)(PROGRAM SUPPORT$5,000
WINONA AREA PUBLIC SCHOOLS
903 GILMORE AVEWINONAMN55987PUBLIC SCHOOLPROGRAM SUPPORT$15,000
WINONA COUNTY HISTORICAL SOCIETY
160 JOHNSON STREETWINONAMN55987509(A)(1) OR 509(A)(PROGRAM SUPPORT$1,000
YOUNG LIFE OF WEST SNOHOMISH COUNTY
3120 WETMORE AVEEVERETTWA98201509(A)(1) OR 509(A)(PROGRAM SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,312,252TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,565ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$694,851ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,638,622ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,336,038ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,336,038TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON REAL ESTATEBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVENUE SUITE 1300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
Total Contributions$94,793TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,055Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,055DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK STRATEGIC INCOME$920,686$920,686
PIMCO FLOATING INCOME FUND$237,884$237,884
PIMCO TOTAL RETURN FUND$1,744,170$1,744,170
RIDGEWORTH SEIX FLOATING INCOME FUND$475,147$475,147
WILLIAM BLAIR BOND FUND$584,685$584,685
DOMESTIC EQUITIES (BOSTON COMMON ACCT)$6,418,264$6,418,264
ASTON/LAKE PARTNERS$4,731,135$4,731,135
ISHARES RUSSELL 1000$2,901,966$2,901,966
ISHARES RUSSELL 2000$653,158$653,158
LONGLEAF PARTNERS$524,034$524,034
VANGUARD TOTAL STOCK MARKET FUND$4,363,623$4,363,623
WISDOMTREE EMERGING MKTS$336,088$336,088
WISDOMTREE INT'L SMALL CAP FUND$302,574$302,574
ABERDEEN EMERGING MKTS FUND$452,034$452,034
BOSTON COMMON INT'L FUND$1,285,660$1,285,660
DRIEHAUS ACTIVE INCOME FUND$748,060$748,059
DRIEHAUS SMALL CAP GROWTH$286,933$286,933
EATON VANCE MULTI STR$3,224,973$3,224,973
EATON VANCE PARAMETRIC$1,970,764$1,970,764
HARBOR INT'L$2,008,683$2,008,683
SCOUT INT'L FUND$1,980,654$1,980,654
WILLIAM BLAIR EMERGING MKTS FUND$403,538$403,538

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE AND FIXTURES$20,468$20,468$0
EQUIPMENT$5,539$5,539$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST/DIVIDENDS$13,784$9,126$9,126
PROGRAM RELATED INVESTMENTS$200,000$200,000$200,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$938$0$938
OFFICE EXPENSE$1,317$0$1,317
BOARD EXPENSES$103,104$0$103,104
INSURANCE$2,763$0$2,763
SUMMIT$9,664$0$9,664
MEMBERSHIP AND CONF$12,286$0$12,286
INFRASTRUCTURE$5,162$0$5,162
BANK CHARGES$1,857$0$1,857
PARKING$2,776$0$2,776

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$126,352Amt
Net Investment Income$126,352NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$63,769$0$0
BUSINESS TAXES$185$0$185
PAYROLL TAXES$12,763$0$12,763