THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349101658
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T17:49:54-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911663336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 2538585050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1 |
| City | GIG HARBOR | City |
| State | WA | State |
| ZIP Code | 98335 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM CAVANAUGH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2538585050 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,066,131 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,118,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,955,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,896,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,713,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,376,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,717,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $80,379 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,732,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,412,841 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $260,872 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $260,872 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $751,489 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $756,955 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $223,119 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $223,119 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,642 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,725 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $233,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,879 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $230,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,128,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $815,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $314,802 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34,958 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $34,958 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $223,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114,931 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,372 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,643 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,145 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,352 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $206,988 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $207,529 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,514 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,574 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $416,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308,655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,527,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,242,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,098,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,155,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,124,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,682,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,242,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,222,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,050,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,170,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $870 | CashBOYAmt |
| Cash EOY | $908 | CashEOYAmt |
| Cash EOYFMV | $908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,474,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,922,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,922,575 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $704 | AcctRcvblAmt |
| Acct Rcvbl EOY | $704 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $704 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $625 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $625 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $625 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $51,597,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,032,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,032,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,078,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,701,686 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,701,686 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,058,965 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,361,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,361,455 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $327,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $297,471 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $45,022 | LandBOYAmt |
| Land EOY | $30,337 | LandEOYAmt |
| Land EOYFMV | $30,337 | LandEOYFMVAmt |
| Other Assets BOY | $14,857 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,857 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,857 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,271,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,066,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,066,131 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $214,849 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $225,013 | AccountsPayableEOYAmt |
| Grants Payable BOY | $480,250 | GrantsPayableBOYAmt |
| Grants Payable EOY | $511,305 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $695,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $736,318 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $134,575,985 | UnrestrictedBOYAmt |
| Unrestricted EOY | $147,329,813 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,575,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,329,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,271,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,066,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,575,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,050,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,703,699 | OtherIncreasesAmt |
| Subtotal | $147,329,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,329,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $45,961,268 | $38,126,092 | $7,835,176 | $7,835,176 | |||
| CAPITAL GAIN DISTRIBUTION | $178,363 | $178,363 | $178,363 | P | |||
| EQUITY PARTNERSHIP INVESTMENTS | $1,368,016 | $1,368,016 | $1,368,016 | P | |||
| SALE OF K-1 INTEREST IN POWERSHARES DB | $1,503,310 | $1,508,224 | -$4,914 | -$4,914 | P | 2012-10-05 | 2013-01-15 |
| SALE OF K-1 INT. IN PENN DISTRESSED FUND | $3,702,754 | $3,702,754 | $0 | $0 | P | 2010-01-01 | 2013-05-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,376,641 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,130,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $130,786,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054522 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,359,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $128,523,572 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,864,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $126,526,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077966 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,621,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,305,473 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064425 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,831,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,452,944 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084987 | DistributionYr5Rt |
| Total Distribution | 0.339161 | TotalDistributionRt |
| Average Distribution | 0.067832 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,371,913 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,521,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,633,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,224,262 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $40,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $241,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,591 | OverpaymentAmt |
| Applied To ES Tax | $17,591 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TRFF.ORG | WebsiteAddressTxt |
| Individual With Books | STEPHANIE ANDERSON | IndividualWithBooksNm |
| Phone | 2538585050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1 |
| City | GIG HARBOR | City |
| State | WA | State |
| ZIP Code | 98335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD WOO | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | CEO | 40.00 | $260,872 | $30,756 | $0 |
| DION RURIK | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| TIM CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | TREASURER | 1.00 | $0 | $0 | $0 |
| PHYLLIS GILL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | SECRETARY | 1.00 | $0 | $0 | $0 |
| YVONNE SANCHEZ | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HUBERT LOCKE | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILEEN RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZAC RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY IZUMIZAKI | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR OF PROGRAMS | 40.00 | $181,858 | $21,594 | $0 |
| STEPHANIE ANDERSON | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR OF FINANCE | 40.00 | $138,970 | $25,716 | $0 |
| ESTER GREENAWALT | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | EXECUTIVE ASSISTANT | 40.00 | $82,514 | $23,214 | $0 |
| SUSAN DOBKINS | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM OFFICER | 40.00 | $80,678 | $18,681 | $0 |
| CHRISTINA ARNOLD | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM OFFICER | 40.00 | $79,257 | $4,146 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THRESHOLD GROUP | |||||
| PO BOX 2358 | GIG HARBOR | WA | 98335 | ACCOUNTING/INVESTMENT ADVICE | $583,898 |
| WESTWOOD GLOBAL INVESTMENTS LLC | |||||
| 99 SUMMER STREET SUITE 1130 | BOSTON | MA | 02110 | INVESTMENT ADVICE | $145,171 |
| PARAMETRIC | |||||
| 1151 FAIRVIEW AVENUE N | SEATTLE | WA | 98109 | INVESTMENT ADVICE | $128,447 |
| FERN TIGER ASSOCIATES | |||||
| 201 CLAY STREET SUITE 290 | OAKLAND | CA | 94607 | CONSULTING | $100,796 |
| CEDAR ROCK CAPITAL LLC | |||||
| 11 BROADWAY SUITE 965 | NEW YORK | NY | 10004 | INVESTMENT ADVICE | $95,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JANE'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 $20,000; AN OPPORTUNITY TO APPLY FOR COMMUNITY PROJECT GRANTS; AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2013, JANE'S FELLOWSHIP HAD 9 FELLOWS: TOTAL OPERATING EXPENSES = $ 204,905 TOTAL GRANT EXPENSES = $ 42,800THE 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 | $247,705 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,845,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,835,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,828,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,509,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,509,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,137,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,371,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,018,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,018,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223,409 | TotalTaxAmt |
| Distributable Before Adj | $6,795,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,795,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,795,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,222,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,588 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,224,262 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,224,262 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,795,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,526,417 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,757,583 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,459,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,085,463 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,829,051 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,224,262 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,224,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $570,925 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $570,925 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,258,126 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,955,492 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,302,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,757,583 | ExcessFromYear4Amt |
| Excess From Year3 | $3,459,588 | ExcessFromYear3Amt |
| Excess From Year2 | $1,085,463 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINSEY SAUER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1 |
| City | GIG HARBOR | City |
| State | WA | State |
| ZIP Code | 98335 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2538510460 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT CYCLE DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE 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 (POLLUTED RUNOFF/GREEN INFRASTRUCTURE, ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING THE PUGET SOUND. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS HOUSING ASSOCIATION OF TACOMA | |||||||
| 301 N L STREET | TACOMA | WA | 98403 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $50 |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $25 |
| AMERICAN LEADERSHIP FORUM | |||||||
| 738 BROADWAY SUITE 301 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | AMERICAN LEADERSHIP FORUM OF TACOMA/PIERCE COUNTY CHAPTER | $5,000 |
| AMERICAN LEADERSHIP FORUM | |||||||
| 738 BROADWAY SUITE 301 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| AMERICAN RED CROSS MOUNT RAINIER CHAPTER | |||||||
| 1235 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR PIERCE COUNTY EMERGENCY SERVICES | $5,000 |
| AMERICAN RIVERS | |||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC: 509(A)(1) | PROMOTING SUSTAINABLE STORMWATER AND FLOODPLAIN MANAGEMENT IN PUGET SOUND | $50,000 |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | |||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | ASSOCIATED MINISTRIES' GENERAL OPERATIONS | $5,000 |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | |||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT | $250 |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | |||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $250 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE SUITE 300 | AUSTIN | TX | 78751 | NONE | PC: 509(A)(1) | CAMP 72 | $5,000 |
| BLUFF LAKE NATURE CENTER | |||||||
| 4755 PARIS ST 190 | DENVER | CO | 80239 | NONE | PC: 509(A)(1) | FLOOD DAMAGE RELIEF | $5,000 |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | |||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | NONE | PC: 509(A)(1) | IMPLEMENTATION OF A LONG-TERM ENGAGEMENT AND INVESTMENT STRATEGY IN THE PUYALLUP RIVER WATERSHED | $756,877 |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 S 66TH ST | TACOMA | WA | 984092471 | NONE | PC: 509(A)(1) | BGCSPS GENERAL OPERATIONS | $5,000 |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 S 66TH ST | TACOMA | WA | 984092471 | NONE | PC: 509(A)(1) | GIG HARBOR BUS TRANSPORTATION | $22,000 |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 S 66TH ST | TACOMA | WA | 984092471 | NONE | PC: 509(A)(1) | GIG HARBOR BUS TRANSPORTATION | $32,000 |
| BROADWAY CENTER FOR THE PERFORMING ARTS | |||||||
| 901 BROADWAY | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | BROADWAY CENTER GENERAL OPERATING SUPPORT | $5,000 |
| BROADWAY CENTER FOR THE PERFORMING ARTS | |||||||
| 901 BROADWAY | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | TACOMA PHILHARMONIC GENERAL OPERATING SUPPORT | $5,000 |
| BUILDING YOUTH THROUGH MUSIC | |||||||
| 1650 E WRIGHT | TACOMA | WA | 98404 | NONE | PC: 509(A)(1) | RODNEY RACCOON GOES GREEN | $11,388 |
| BUILDING YOUTH THROUGH MUSIC | |||||||
| 1650 E WRIGHT | TACOMA | WA | 98404 | NONE | PC: 509(A)(1) | RODNEY RACCOON GOES GREEN | $13,612 |
| CASA CORNELIA LAW CENTER | |||||||
| 2760 FIFTH AVE STE 200 | SAN DIEGO | CA | 92103 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| CASCADE BICYCLE CLUB | |||||||
| 7400 SANDPOINT WAY NE SUITE 1015 | SEATTLE | WA | 98115 | NONE | PC: 509(A)(3) | EMPLOYEE MATCHING GIFT 2013 | $250 |
| CASCADIA GREEN BUILDING COUNCIL | |||||||
| 410 OCCIDENTAL AVE S | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | GREEN INFRASTRUCTURE: BARRIERS AND LEVERS | $45,000 |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 1323 S YAKIMA AVE | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | HOMELESS ADULT SERVICES | $5,000 |
| CENTRAL KITSAP FOOD BANK | |||||||
| PO BOX 748 | SILVERDALE | WA | 98383 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $100 |
| CHILDREN'S MUSEUM OF TACOMA | |||||||
| 1501 PACIFIC STE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS | $5,000 |
| CHINESE RECONCILIATION PROJECT FOUNDATION | |||||||
| PO BOX 7024 | TACOMA | WA | 984060024 | NONE | PC: 509(A)(2) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| CITIZENS FOR A HEALTHY BAY | |||||||
| 535 DOCK STR STE 213 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | PUYALLUP RIVER POLLUTION PATROL PROJECT | $25,000 |
| CITIZENS FOR A HEALTHY BAY | |||||||
| 535 DOCK STR STE 213 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | WATER POLLUTION PREVENTION, ENFORCEMENT AND EDUCATION PROJECT | $40,000 |
| CLEAN BOATING FOUNDATION | |||||||
| 1900 N NORTHLAKE WAY SUITE 233 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | CERTIFIED CLEAN BOATYARD PROGRAM | $15,000 |
| COMMUNITIES IN SCHOOLS OF PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | BOOKS & FIELD TRIPS FUND | $10,000 |
| COMMUNITIES IN SCHOOLS OF PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | LAZARUS FUND | $50,000 |
| COMMUNITIES IN SCHOOLS OF PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | SCHOOL SNACKS & SUPPLIES FUND | $10,000 |
| CONFLUENCE PHILANTHROPY | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) | MEMBERSHIP DUES 2013 | $5,000 |
| CONSUELO ZOBEL ALGER FOUNDATION | |||||||
| 110 N HOTEL STREET | HONOLULU | HI | 96817 | NONE | POF | PHILIPPINE TYPHOON RELIEF EFFORTS | $5,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| PO BOX 75661 | BALTIMORE | MD | 212755661 | NONE | PC: 509(A)(1) | 2013 MEMBERSHIP DUES | $14,080 |
| COVENANT YOUTH OF ALASKA | |||||||
| 5201 MAYFLOWER LANE | WASILLA | AK | 99654 | NONE | PC: 509(A)(1) | CHRIS LOCKWOOD SCHOLARSHIP FUND | $5,000 |
| COVENANT YOUTH OF ALASKA | |||||||
| 5201 MAYFLOWER LANE | WASILLA | AK | 99654 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| DOWNTOWN EMERGENCY SERVICE CENTER | |||||||
| 515 3RD AVE | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP (DRCCTAG) | |||||||
| 1620 18TH AVENUE SUITE 10 | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $30,000 |
| EARTH DAY NETWORK | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | EDN PUGET SOUND CIVIC EDUCATION PROJECT | $15,000 |
| EARTHCORPS | |||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) | STORMING THE SOUND WITH SALMON | $20,000 |
| EARTHJUSTICE | |||||||
| 426-17TH ST 6TH FLOOR | OAKLAND | CA | 94612 | NONE | PC: 509(A)(2) | LEGAL ADVOCACY TO PROTECT AND RESTORE WATER QUALITY IN PUGET SOUND | $75,000 |
| ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE | |||||||
| 8201 10TH AVENUE SOUTH SUITE 3 | SEATTLE | WA | 98108 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $40,000 |
| ENVIRONMENTAL SCIENCE CENTER | |||||||
| 126 SW 148TH C100-170 | BURIEN | WA | 98166 | NONE | PC: 509(A)(1) | FOSTERING ENVIRONMENTAL LEADERS IN SOUTH KING COUNTY | $40,000 |
| EPIP TIDES CENTER | |||||||
| 10 EAST 34TH STREET FLOOR 10 | NEW YORK | NY | 10016 | NONE | PC: 509(A)(1) | EPIP 2013 MEMBERSHIP DUES | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 621 TACOMA AVENUE SOUTH | TACOMA | WA | 98418 | NONE | PC: 170(B)(1)(A)(I) | CAPITAL CAMPAIGN EMPLOYEE MATCHING GIFT | $600 |
| FISH FOOD BANKS OF PIERCE COUNTY | |||||||
| 621 TACOMA AVE SOUTH SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | BISCHOFF KEY PENINSULA FISH FOOD BANK | $25,000 |
| FISH FOOD BANKS OF PIERCE COUNTY | |||||||
| 621 TACOMA AVE SOUTH SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| FORGOTTEN CHILDREN'S FUND | |||||||
| PO BOX 9936 | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | PNW CAPTAINS AUCTION | $20,000 |
| FOSS WATERWAY SEAPORT | |||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | SCIENCE ON THE SEA | $35,000 |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH ST | NEW YORK | NY | 10001 | NONE | PC: 509(A)(2) | POST PRODUCTION COSTS FOR MIDWAY | $10,000 |
| FRANCISCAN FOUNDATION | |||||||
| 1149 MARKET STREET MS 10-02 | TACOMA | WA | 984023515 | NONE | PC: 509(A)(2) | FRANCISCAN FOUNDATION - BREAST CANCER NAVIGATOR PROGRAM | $5,000 |
| FRANCISCAN FOUNDATION | |||||||
| 1149 MARKET STREET MS 10-02 | TACOMA | WA | 984023515 | NONE | PC: 509(A)(2) | JOINT CAMP CAMPAIGN | $20,000 |
| FRANKE TOBEY JONES | |||||||
| 5340 NORTH BRISTOL STREET | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | CHARITABLE SUBSIDY ANNUAL SUPPORT | $5,000 |
| FRIENDS OF THE PIERCE COUNTY LAW LIBRARY | |||||||
| 930 TACOMA AVE S SUITE 1A-105 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| FRIENDS OF THE SAN JUANS | |||||||
| PO BOX 1344 | FRIDAY HARBOR | WA | 98250 | NONE | PC: 509(A)(1) | PREVENTING POLLUTED RUNOFF IN SAN JUAN COUNTY THROUGH LOW IMPACT DEVELOPMENT TRAINING | $15,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC: 509(A)(1) | TFN 2013 MEMBERSHIP DUES | $9,020 |
| GIG HARBOR PENINSULA FISH | |||||||
| 4425 BURNHAM DRIVE | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 |
| GRANTS MANAGERS NETWORK | |||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC: 509(A)(1) | GMN 2013 MEMBERSHIP DUES | $2,000 |
| GRASSROOTS GRANTMAKERS | |||||||
| PO BOX G | HALLETTSVILLE | TX | 77964 | NONE | PC: 509(A)(1) | 2013 MEMBERSHIP DUES | $2,000 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | FOUNDATION FOR TACOMA STUDENTS INNOVATIVE GRANT INVESTMENTS | $5,000 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | FUND FOR WOMEN & GIRLS | $5,000 |
| GROW FOOD DBA VIVA FARMS | |||||||
| PO BOX 1714 | MOUNT VERNON | WA | 98273 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| HARBOR WILDWATCH | |||||||
| 3110 JUDSON STREET | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $35,000 |
| HILLTOP ARTISTS | |||||||
| PO BOX 6829 | TACOMA | WA | 98417 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $250 |
| HOOD CANAL FOOD BANK | |||||||
| PO BOX 1267 | HOODSPORT | WA | 98548 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| IMMANUEL PRESBYTERIAN CHURCH | |||||||
| 909 NORTH J STREET | TACOMA | WA | 98403 | NONE | PC: 170(B)(1)(A)(I) | EMPLOYEE MATCHING GIFT 2013 | $1,200 |
| ISLANDWOOD | |||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC: 509(A)(1) | HOMEWATERS | $35,000 |
| JANE'S FELLOWSHIP - 1 RECIPIENT OF | |||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | NONE | INDIVIDUAL | CLASS 5 JANE'S FELLOWSHIP - 1 RECIPIENT OF $2,800 | $2,800 |
| JANE'S FELLOWSHIP - 8 RECIPIENTS OF | |||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | NONE | INDIVIDUAL | CLASS 5 JANE'S FELLOWSHIP - 8 RECIPIENTS OF $5,000 | $40,000 |
| KEY PENINSULA CIVIC CENTER ASSOCIATION | |||||||
| PO BOX 82 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | KIDS' EDUCATION GARDEN WITH FRESH FOOD REVOLUTION CO-OP | $1,000 |
| KID PAN ALLEY | |||||||
| 274 HUNTERS RD | WASHINGTON | VA | 22747 | NONE | PC: 509(A)(1) | SONGWRITING RESIDENCY WORKSHOPS - HAWAI'I 2014 | $5,000 |
| KING CONSERVATION DISTRICT | |||||||
| 1107 SW GRADY WAY SUITE 130 | RENTON | WA | 98057 | NONE | PC: GOVERNMENT ENTIT | BOISE CREEK BASIN PROJECT | $30,000 |
| KITSAP PUBLIC HEALTH DISTRICT | |||||||
| 345 6TH STREET SUITE 300 | BREMERTON | WA | 98337 | NONE | PC: GOVERNMENT ENTIT | USE OF EMERGING CONTAMINANTS AS AN INVESTIGATIVE TOOL FOR POLLUTION INVESTIGATION AND CORRECTION | $42,360 |
| KPLU-FM (PACIFIC LUTHERAN UNIVERSITY) | |||||||
| 12182 PARK AVE S | TACOMA | WA | 98447 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $120 |
| KPLU-FM (PACIFIC LUTHERAN UNIVERSITY) | |||||||
| 12182 PARK AVE S | TACOMA | WA | 98447 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $1,140 |
| MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL | |||||||
| PO BOX 543 | KAMUELA | HI | 96743 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| 409 J STREET PO BOX 5296 | TACOMA | WA | 984150296 | NONE | PC: 509(A)(1) | BUILDING DREAMS TOGETHER: THE MULTICARE CAMPAIGN FOR HEALTHY CHILDREN | $50,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| 409 J STREET PO BOX 5296 | TACOMA | WA | 984150296 | NONE | PC: 509(A)(1) | FESTIVAL OF TREES 2013 | $5,000 |
| MUSEUM OF GLASS | |||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | NONE | PC: 509(A)(1) | HOT SHOP HEROES: HEALING WITH FIRE | $50,000 |
| MUSEUM OF GLASS | |||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | NONE | PC: 509(A)(1) | WOUNDED WARRIORS PROGRAM AT MUSEUM OF GLASS | $25,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | NCFP 2013 MEMBERSHIP DUES | $5,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | SPLENDID LEGACY REVISION | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | NONE | PC: 509(A)(1) | EXPANDING THE INVESTMENT IN SEATTLE'S GSI APPROACH | $20,000 |
| NEXT GENERATION NEPAL | |||||||
| PO BOX 5583 | EUGENE | OR | 97405 | NONE | PC: 509(A)(1) | MULTI-YEAR GENERAL OPERATING SUPPORT | $50,000 |
| NISQUALLY LAND TRUST | |||||||
| 1420 MARVIN ROAD NE | LACEY | WA | 985163878 | NONE | PC: 509(A)(1) | FOREST AND WATER CONSERVATION INITIATIVES | $35,000 |
| NISQUALLY REACH NATURE CENTER | |||||||
| 4949 DMILLUHR DR NE | OLYMPIA | WA | 98516 | NONE | PC: 509(A)(1) | GENERAL OPERATING AND CAPACITY SUPPORT | $41,700 |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | |||||||
| P O BOX 519 | HAWI | HI | 96719 | NONE | PC: 509(A)(1) | NORTH KOHALA MUSICAL CAMP-ADRIENNE CHERRY | $5,000 |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | |||||||
| P O BOX 519 | HAWI | HI | 96719 | NONE | PC: 509(A)(1) | SCHOOL GARDEN, ROBOTICS, EQUESTRIAN CENTER | $5,000 |
| NORTH STAR FUND | |||||||
| 520 EIGHTH AVENUE ROOM 2203 | NEW YORK | NY | 10018 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| NORTHWEST DETENTION CENTER ROUNDTABLE | |||||||
| 621 TACOMA AVE SOUTH SUITE 501 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | VOLUNTEER MATCHING GIFT | $1,000 |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | |||||||
| 615 2ND AVENUE SUITE 400 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | LEGAL ASSISTANCE FOR NEWLY ELIGIBLE IMMIGRANT YOUTH | $5,000 |
| NORTHWEST SINFONIETTA | |||||||
| 1019 PACIFIC AVENUE | TACOMA | WA | 984011154 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| NORTHWEST SINFONIETTA | |||||||
| 1019 PACIFIC AVENUE | TACOMA | WA | 984011154 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| NW FURNITURE BANK | |||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $24,500 |
| NW FURNITURE BANK | |||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| NW FURNITURE BANK | |||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | NWFB CAPITAL CAMPAIGN | $5,000 |
| ONE TO WORLD INC | |||||||
| 285 WEST BROADWAY SUITE 450 | NEW YORK | NY | 10013 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| PACIFIC EDUCATION INSTITUTE | |||||||
| 724 COLUMBIA ST NW SUITE 255 | OLYMPIA | WA | 98501 | NONE | PC: 509(A)(1) | PUGET SOUND K-12 PROJECT FIELDSTEM | $60,000 |
| PACIFIC NW POLLUTION PREVENTION RESOURCE | |||||||
| 1402 THIRD AVE SUITE 1420 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | ASSISTING BUSINESSES TO REDUCE ZINC LOADING IN STORMWATER | $42,000 |
| PARTNERSHIP FOR YOUTH EMPOWERMENT - PYE GLOBAL | |||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | NONE | PC: 509(A)(1) | INTERNATIONAL PYE GATHERING JULY 2013 | $5,000 |
| PEACEJAM FOUNDATION FISCAL SPONSOR OF NOBEL WOMEN'S INITIATIVE | |||||||
| 11200 RALSTON ROAD | ARVADA | CO | 80004 | NONE | PC: 509(A)(1) | NOBEL WOMEN'S INITIATIVE GENERAL OPERATING SUPPORT | $15,000 |
| PENINSULA COMMUNITIES OF FAITH | |||||||
| 11607 STATE ROUTE 302 NW | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | FOOD BACKPACKS 4 KIDS | $15,000 |
| PENINSULA COMMUNITY FOUNDATION | |||||||
| 11607 STATE ROUTE 302 NW | GIG HARBOR | WA | 98329 | NONE | PC: 509(A)(1) | FOOD BACKPACKS 4 KIDS | $3,000 |
| PENINSULA COMMUNITY FOUNDATION | |||||||
| 11607 STATE ROUTE 302 NW | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | FOOD BACKPACKS 4 KIDS | $10,000 |
| PENINSULA YOUTH ORCHESTRA ASSOCIATION | |||||||
| 5601 GUSTAFSON | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | PENINSULA YOUTH ORCHESTRA - GENERAL OPERATING SUPPORT | $5,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2013 MEMBERSHIP DUES - MISSION INVESTOR'S EXCHANGE | $2,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | PNW 2013 MEMBERSHIP DUES | $6,490 |
| PIERCE CONSERVATION DISTRICT | |||||||
| 5430 E 66TH ST | PUYALLUP | WA | 98371 | NONE | PC: GOVERNMENT ENTIT | PIERCE COUNTY AGRICULTURAL ROUNDTABLE | $80,000 |
| PIERCE COUNTY AIDS FOUNDATION | |||||||
| 3520 SOUTH PINE STREET | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $371 |
| PIONEER HUMAN SERVICES | |||||||
| 7440 W MARGINAL WAY S | SEATTLE | WA | 98108 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| POINT DEFIANCE ZOOLOGICAL SOCIETY | |||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | THE POINT DEFIANCE ZOOLOGICAL SOCIETY | $5,000 |
| PUEBLO A PUEBLO | |||||||
| PO BOX 11486 | WASHINGTON | DC | 20008 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT | $103 |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 5305 SHILSHOLE AVE NW SUITE 150 | SEATTLE | WA | 98107 | NONE | PC: 509(A)(1) | THE PUGET SOUND LEADERSHIP, STORMWATER REGULATION AND CLEAN WATER ACT ENFORCEMENT PROJECT | $80,000 |
| R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION | |||||||
| 902 MARKET STREET | TACOMA | WA | 98417 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS | $5,000 |
| RAINBOW CENTER | |||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $1,170 |
| RE SOURCES FOR SUSTAINABLE COMMUNITIES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | NONE | PC: 509(A)(1) | NORTH SOUND BAYKEEPER | $40,000 |
| REACH MINISTRIES | |||||||
| 309 SOUTH G STREET SUITE 3 | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | REACH MINISTRIES - GENERAL OPERATING | $5,000 |
| RESOURCE MEDIA | |||||||
| 325 PACIFIC AVE 3RD FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC: 509(A)(1) | DEVELOPING AND IMPLEMENTING COMMUNICATIONS STRATEGIES TO PROMOTE GREEN INFRASTRUCTURE | $75,000 |
| RIVER NETWORK | |||||||
| 120 E LAKESIDE | MADISON | WI | 53715 | NONE | PC: 509(A)(1) | DEPAVE | $60,000 |
| SAFE STREETS | |||||||
| 7023 NO 10TH ST | TACOMA | WA | 98406 | NONE | PC: 509(A)(1) | BLUE LIGHT COALITION | $10,000 |
| SALISH SEA EXPEDITIONS | |||||||
| 647 HORIZON VIEW PLACE NW | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC: 509(A)(2) | DEVELOPING SCIENTIFIC LITERACY AND ENVIRONMENTAL STEWARDSHIP THROUGH SALISH SEA EXPEDITIONS | $30,000 |
| SEA MAR COMMUNITY HEALTH CENTERS | |||||||
| 1040 S HENDERSON ST | SEATTLE | WA | 98108 | NONE | PC: 509(A)(1) | SCHOLARSHIPS TO CHILDREN OF FARM WORKERS | $10,000 |
| SEATTLE AQUARIUM | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | CITIZEN SCIENCE | $15,000 |
| SEATTLE PREPARATORY SCHOOL | |||||||
| 2400 11TH AVENUE E | SEATTLE | WA | 98006 | NONE | PC: 170(B)(1)(A)(I) | BUILDING OUR FUTURE: THE CAMPAIGN FOR SEATTLE PREP | $5,000 |
| SEATTLE SYMPHONY ORCHESTRA | |||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 98111 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| SEEYOURIMPACTORG | |||||||
| 220 2ND AVENUE SOUTH | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | PIERCE COUNTY AIDS FOUNDATION (OARCCC) | $100 |
| SIGHTLINE INSTITUTE | |||||||
| 1402 THIRD AVE SUITE 500 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | SOUND STORMWATER SOLUTIONS | $60,000 |
| SOCIAL JUSTICE FUND | |||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| SOJOURNERS | |||||||
| 3333 14TH ST NW SUITE 200 | WASHINGTON | DC | 20010 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $300 |
| SOUTH SOUND ESTUARY ASSOCIATION | |||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | NONE | PC: 509(A)(1) | CONNECTING YOUTH TO THE HEALTH OF PUGET SOUND WATERS | $15,000 |
| SPLASH | |||||||
| 1115 E PIKE STREET | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $50 |
| SPLASH | |||||||
| 1115 E PIKE STREET | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $1,009 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | STANFORD MEN'S VOLLEYBALL FOREIGN TOUR | $50,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | STANFORD WOMEN'S VOLLEYBALL SAND COURT COMPLEX | $50,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | STANFORD WRESTLING ROOM EXPANSION AND RENOVATION | $50,000 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | THE STANFORD FUND | $50,000 |
| STEWARDSHIP PARTNERS | |||||||
| 1411 4TH AVE SUITE 1425 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | 12,000 RAIN GARDENS PROTECTING PUGET SOUND: PHASE 2 | $95,000 |
| SUN VALLEY WRITERS' CONFERENCE | |||||||
| PO BOX 957 | KETCHUM | ID | 83340 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| SUSTAINABLE CONNECTIONS | |||||||
| 1701 ELLIS ST SUITE 221 | BELLINGHAM | WA | 98225 | NONE | PC: 509(A)(1) | LEGACY WATERSHEDS - PUBLIC-PRIVATE LOW IMPACT DEVELOPMENT SOLUTIONS FOR PUGET SOUND | $40,000 |
| SUSTAINABLE SEATTLE | |||||||
| 1501 E MADISON ST SUITE 400 | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) | CREATING A BUZZ FOR RAIN GARDENS | $5,047 |
| SUSTAINABLE SEATTLE | |||||||
| 1501 E MADISON ST SUITE 400 | SEATTLE | WA | 98122 | NONE | PC: 509(A)(1) | CREATING A BUZZ FOR RAIN GARDENS | $19,953 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 SOUTH L STREET | TACOMA | WA | 98415 | NONE | PC: 509(A)(1) | READ2ME TUTORING PROGRAM EXPANSION | $5,000 |
| TACOMA MUSICAL PLAYHOUSE | |||||||
| 7116 6TH AVE | TACOMA | WA | 98406 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 |
| TACOMA SYMPHONY ORCHESTRA | |||||||
| 901 BROADWAY STE 600 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 |
| TACOMA YOUTH CHORUS | |||||||
| 4009 BRIDGEPORT WAY W - SUITE F | UNIVERSITY PLACE | WA | 98466 | NONE | PC: 509(A)(2) | TYC OPERATING SUPPORT | $5,000 |
| TACOMA YOUTH SYMPHONY ASSOCIATION INC | |||||||
| 901 BROADWAY SUITE 500 | TACOMA | WA | 984024415 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 |
| TACOMAPIERCE COUNTY HABITAT FOR HUMANITY | |||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| TACOMAPIERCE COUNTY HABITAT FOR HUMANITY | |||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT | $78,350 |
| TAHOMA AUDUBON SOCIETY | |||||||
| 2917 MORRISON ROAD W | UNIVERSITY PLACE | WA | 98466 | NONE | PC: 509(A)(2) | ADRIANA HESS AUDUBON CENTER AND HABITAT PARTNERSHIP | $15,000 |
| TEWA WOMEN UNITED | |||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 941290361 | NONE | PC: 509(A)(1) | 2013 MEMBERSHIP DUES | $6,500 |
| THE GRAND CINEMA | |||||||
| 606 S FAWCETT | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | CONVERSION OF SCREENS FOR DIGITAL FILMS | $5,000 |
| THE GRAND CINEMA | |||||||
| 606 S FAWCETT | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| THE HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY | |||||||
| 2608 CENTER STREET | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS AND PROGRAMS | $5,000 |
| THE MOUNTAINEERS | |||||||
| 7700 SAND POINT WAY NE | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) | CELEBRATE EVEREST 50 | $1,500 |
| THE MUSTARD SEED PROJECT OF KEY PENINSULA | |||||||
| PO BOX 182 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PC: 509(A)(1) | COORDINATED INVESTMENT: A NEW APPROACH FOR PUGET SOUND | $75,000 |
| THE POTLATCH FUND | |||||||
| 801 SECOND AVENUE SUITE 304 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $250 |
| THE SERVANT'S WAY | |||||||
| 1417 SOUTH G STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | G STREET COMMONS | $1,000 |
| THE WAVE FOUNDATION | |||||||
| 1420 NW GILMAN BLVD 2314 | ISSAQUAH | WA | 98027 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $100 |
| US GEOLOGICAL SURVEY | |||||||
| 934 BROADWAY SUITE 300 | TACOMA | WA | 98402 | NONE | PC: GOVERNMENT ENTIT | CHARACTERIZATION AND NUMERICAL SIMULATION OF THE PUYALLUP RIVER WATERSHED | $15,000 |
| US GEOLOGICAL SURVEY | |||||||
| 934 BROADWAY SUITE 300 | TACOMA | WA | 98402 | NONE | PC: GOVERNMENT ENTIT | CHARACTERIZATION AND NUMERICAL SIMULATION OF THE PUYALLUP RIVER WATERSHED | $15,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | AMERICAN RED CROSS, MT. RAINIER CHAPTER - DISASTER RELIEF | $100,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | HOUSING 4 SUCCESS TEEN SHELTER PROGRAM - TACOMA COMMUNITY HOUSE | $50,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | LINDQUIST DENTAL CLINIC - GIG HARBOR | $40,000 |
| UNITED WAY OF PIERCE COUNTY | |||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | VFW DEPT. OF WA. PIERCE COUNTY UNMET NEEDS AND MILITARY ASSISTANCE PROGRAM | $110,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT - WHITE PRIVILEGE CONFERENCE | $250 |
| UNIVERSITY OF WASHINGTON - GREEN FUTURES RESEARCH AND DESIGN LAB | |||||||
| 348 GOULD HALL BOX 355734 | SEATTLE | WA | 981955734 | NONE | PC: 509(A)(1) | REGIONAL OPEN SPACE STRATEGY: PUYALLUP-WHITE WATERSHED OPEN SPACE STRATEGY | $52,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 407 GERBERDING HALL | SEATTLE | WA | 98195 | NONE | PC: 509(A)(1) | HARBORVIEW MEDICAL CENTER MISSION OF CARING | $10,000 |
| URBAN GRACE CHURCH | |||||||
| 902 MARKET STREET | TACOMA | WA | 98402 | NONE | PC: 170(B)(1)(A)(I) | EMPLOYEE MATCHING GIFT 2013 | $1,250 |
| URBAN GRACE CHURCH | |||||||
| 902 MARKET STREET | TACOMA | WA | 98402 | NONE | PC: 170(B)(1)(A)(I) | VOLUNTEER MATCHING GIFT | $1,000 |
| VAUGHN ELEMENTARY PTA | |||||||
| 17521 HALL ROAD KPN | VAUGHN | WA | 98394 | NONE | PC: 509(A)(2) | SUPPORT FOR WALK-A-VAUGHN | $1,000 |
| VILLA ACADEMY | |||||||
| 5001 NE 50TH ST | SEATTLE | WA | 98105 | NONE | PC: 509(A)(1) | VILLANOW | $5,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | PEOPLE FOR PUGET SOUND PROGRAM AT WEC | $100,000 |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | PEOPLE FOR PUGET SOUND PROGRAM AT WEC | $50,000 |
| WASHINGTON TOXICS COALITION | |||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $40,000 |
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 516 HIGH STREET OLD MAIN 430 | BELLINGHAM | WA | 982259034 | NONE | PC: 509(A)(1) | SUPPORT PIERCE COUNTY SCHOOLS IN THE WASHINGTON STOCK MARKET GAME | $6,000 |
| WORLD FOOD PROGRAM USA | |||||||
| 1725 I STREET NW SUITE 510 | WASHINGTON | DC | 20006 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2013 | $500 |
| WORLD VISION | |||||||
| PO BOX 9716 MS 413 | FEDERAL WAY | WA | 98063 | NONE | PC: 509(A)(1) | CHANGING THE LIVES OF CHILDREN IN PIERCE COUNTY | $5,000 |
| YMCA OF GREATER SEATTLE - METROCENTER BRANCH | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | NONE | PC: 509(A)(2) | YMCA EARTH SERVICE CORPS: TRANSFORMING COMMUNITIES THROUGH ENVIRONMENTAL EDUCATION AND ACTION | $35,000 |
| YOUTH WITH A MISSION | |||||||
| 7317 56TH ST EAST | PUYALLUP | WA | 98371 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR NEW BEGINNINGS HOME | $15,000 |
| YWCA PIERCE COUNTY | |||||||
| 405 BROADWAY | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | YWCA DOMESTIC VIOLENCE SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,124,065 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITIZENS FOR A HEALTHY BAY | |||||||
| 535 DOCK STR STE 213 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | WATER POLLUTION PREVENTION, ENFORCEMENT AND EDUCATION PROJECT | $40,000 |
| CONFLUENCE PHILANTHROPY | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $5,000 |
| ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE | |||||||
| 8201 10TH AVENUE SOUTH SUITE 3 | SEATTLE | WA | 98108 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $40,000 |
| EPIPTIDES CENTER | |||||||
| 10 EAST 34TH STREET FLOOR 10 | NEW YORK | NY | 10016 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES EPIP | $3,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $9,020 |
| GRANTS MANAGERS NETWORK | |||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $2,000 |
| GRASSROOTS GRANTMAKERS | |||||||
| PO BOX G | HALLETTSVILLE | TX | 77964 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $1,500 |
| JANE'S FELLOWSHIP - 13 RECIPIENTS O | |||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | NONE | INDIVIDUAL | CLASS 5 JANE'S FELLOWSHIP - 13 RECIPIENTS OF $6,000 | $78,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | 2014 AFFILIATION CONTRIBUTION | $5,000 |
| NEIGHBORHOOD FUNDERS GROUP | |||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $1,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR TOILET HACKERS | $10,000 |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $6,635 |
| PHILANTHROPY NORTHWEST FISCAL | |||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES MISSION INVESTORS EXCHANGE | $2,000 |
| TACOMAPIERCE COUNTY HABITAT FOR HUMANITY | |||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT | $171,650 |
| THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $6,500 |
| US GEOLOGICAL SURVEY | |||||||
| 934 BROADWAY SUITE 300 | TACOMA | WA | 98402 | NONE | PC: GOVERNMENT ENTIT | CHARACTERIZATION AND NUMERICAL SIMULATION OF THE PUYALLUP RIVER WATERSHED | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $396,305 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,018,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $99,742 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,896,284 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS | 525990 | -$101,844 | 18 | $1,811,867 |
| LITIGATION SETTLEMENT INCOME | 14 | $7,637 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$101,844 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,734,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $99,742 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,732,661 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $233,529 | Amt |
| Net Investment Income | $2,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230,650 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUELO ZOBEL ALGER FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N HOTEL STREET | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-12-11 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TYPHOON RELIEF EFFORTS IN THE PHILIPPINES, WITH AN EMPHASIS ON THE SAFETY AND PROTECTION OF CHILDREN IN THE DEVASTATED AREAS. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THERE HAS BEEN NO DIVERSION OF GRANT FUNDS. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NO REPORT WAS REQUIRED SINCE THE GRANT WAS AWARDED ON 12/11/13. | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REQUEST FROM THE GRANTEE. WHILE NO SIGNIFICANT TIME HAD PASSED FOR A 2013 YEAR END REPORT, THE FINAL REPORT IS SCHEDULED FOR 12/31/2014. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SELF DEALING | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A | FormAndLineReferenceDesc |
| Medium Explanation | (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). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STONE HARBOR | $1,924,144 | $1,924,144 |
| STANDISH | $20,901,530 | $20,901,530 |
| DOUBLELINE | $1,896,870 | $1,896,870 |
| TEMPLETON | $1,979,142 | $1,979,142 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE EMERGING MARKETS | $2,290,846 | $2,290,846 |
| WALDEN SMALL CAP | $2,059,281 | $2,059,281 |
| BNY MELLON ADVISORY RESEARCH | $4,594,794 | $4,594,794 |
| BNY MELLON HARDING LOEVNER | $6,071,584 | $6,071,584 |
| BNY MELLON LEVIN | $7,918,816 | $7,918,816 |
| RUSSELL 1000 | $0 | $0 |
| RUSSELL LARGE CAP | $15,748,772 | $15,748,772 |
| RUSSELL SMALL CAP | $4,411,560 | $4,411,560 |
| BNY MELLON STRALEM | $0 | $0 |
| WALDEN LARGE CAP | $3,018,885 | $3,018,885 |
| POWERSHARES US TRUST | $0 | $0 |
| ISHARES T-BOND FUND | $0 | $0 |
| FIRST EAGLE GLOBAL | $1,745,751 | $1,745,751 |
| IVY ASSET STRATEGY | $940,235 | $940,235 |
| VIRTUS PREMIUM | $1,912,350 | $1,912,350 |
| APERIO | $11,320,110 | $11,320,110 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CEDAR ROCK | FMV | $10,264,784 | $10,264,784 |
| CLEANTECH VENTURES, L.P. | FMV | $576,157 | $576,157 |
| GENERATION IM | FMV | $4,000,000 | $4,000,000 |
| GILBERT GLOBAL EQUITY, LP | FMV | $1,320,784 | $1,320,784 |
| JC MUELLER | FMV | $257,912 | $257,912 |
| KAYNE ANDERSON PRIVATE INVESTORS, LP | FMV | $441,391 | $441,391 |
| KAYNE ANDERSON PRIVATE INVESTORS II (QP), LP | FMV | $42,535 | $42,535 |
| KAYNE ANDERSON ENERGY FUND III (QP), LP | FMV | $489,338 | $489,338 |
| KAYNE ANDERSON ENERGY FUND IV (QP), LP | FMV | $1,099,988 | $1,099,988 |
| PENN DISTRESSED FUND | FMV | $0 | $0 |
| PORTFOLIO ADVISORS PRIVATE EQUITY FUND (OFFSHORE) V | FMV | $703,385 | $703,385 |
| PORTFOLIO ADVISORS PVT EQ VII | FMV | $551,650 | $551,650 |
| PORTFOLIO ADVISORS SECONDARY (OFFSHORE) FUND | FMV | $2,067,170 | $2,067,170 |
| SILCHESTER INTERNATIONAL INVST | FMV | $9,467,895 | $9,467,895 |
| SOMERSET | FMV | $564,160 | $564,160 |
| SQUADRON | FMV | $1,318,710 | $1,318,710 |
| TAP FUND | FMV | $5,140,250 | $5,140,250 |
| TCW ENERGY X - NL, L.P. | FMV | $486,209 | $486,209 |
| TRANS-EUROPE BUYOUT VI | FMV | $619,364 | $619,364 |
| WGI EMERGING MARKETS FUND | FMV | $11,949,773 | $11,949,773 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $124,934 | $99,010 | $25,924 | $25,924 |
| FURNITURE & FIXTURES | $202,874 | $198,461 | $4,413 | $4,413 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,642 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,725 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $14,857 | BOYBookValueAmt |
| EOY Book Value | $14,857 | EOYBookValueAmt |
| EOYFMV | $14,857 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $6,190 | $0 | $6,190 |
| INSURANCE | $2,011 | $0 | $2,011 |
| OFFICE SUPPLIES | $3,637 | $0 | $3,637 |
| POSTAGE & SHIPPING | $498 | $0 | $498 |
| STAFF RECOGNITION | $128 | $0 | $128 |
| REPAIRS & MAINTENANCE | $18,896 | $0 | $18,896 |
| RESOURCES | $418 | $0 | $418 |
| DEDUCTIONS FROM LP INVESTMENTS | $383,537 | $308,655 | $0 |
| SERVICE CHARGES | $1,044 | $0 | $1,044 |
| MISCELLANEOUS | $103 | $0 | $1,879 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM INVESTMENTS - FORMS 1099 | $5,100 | ||
| INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS | $67,642 | $1,710,023 | $1,710,023 |
| LITIGATION SETTLEMENT INCOME | $7,637 | $7,637 | $7,637 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES | Description |
| Amount | $8,703,699 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $811,636 | $815,940 | $0 |
| GRANT CONSULTING | $279,690 | $0 | $277,778 |
| PAYROLL SERVICE FEES | $8,089 | $0 | $8,089 |
| CONTRACT LABOR | $28,935 | $0 | $28,935 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $216,028 | $0 | $0 |
| PERSONAL PROPERTY TAX | $1,342 | $0 | $1,342 |
| FOREIGN TAXES | $942 | $109,572 | $0 |
| SALES & USE TAX | $30 | $0 | $30 |
| STATE TAXES | $5,359 | $5,359 | $0 |