THE HUGH AND JANE FERGUSON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE HUGH AND JANE FERGUSON FOUNDATION (EIN 91-1357603)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-30
IRS object ID
202433049349100043
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T19:35:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 A STREET SUITE 600AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984024205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911357603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HUGH AND JANE FERGUSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone2067813472PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 N 101ST STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98133ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN LEE FERGUSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2067813472PhoneNum
Signature2024-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMINA CRESSWELLPreparerPersonNm
PTINP01217304PTIN
Phone2535724100PhoneNum
Preparation2024-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,673,649FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$66,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,112NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$812,498GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,112CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$528OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$528OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$155,072TotalRevAndExpnssAmt
Total Net Invst Incm$155,072TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$83,816OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,427OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$29,389OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$221InterestRevAndExpnssAmt
Interest Net Invst Incm$221InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$848TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$848TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,157OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,157OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$100,242TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,748TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,494TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$926,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$926,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,027,042TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,748TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$969,294TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$871,970ExcessRevenueOverExpensesAmt
Net Investment Income$97,324NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,922,683SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,875SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,875SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,201,224CorporateStockBOYAmt
Corporate Stock EOY$2,229,062CorporateStockEOYAmt
Corporate Stock EOYFMV$5,650,774CorporateStockEOYFMVAmt
Total Assets BOY$3,123,907TotalAssetsBOYAmt
Total Assets EOY$2,251,937TotalAssetsEOYAmt
Total Assets EOYFMV$5,673,649TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,123,907RetainedEarningBOYAmt
Retained Earning EOY$2,251,937RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,123,907TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,251,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,123,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,251,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,123,907TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$871,970ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,251,937SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,251,937TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$812,498GrossSalesPriceAmt
Cost Or Other Basis$724,386CostOrOtherBasisAmt
Gain Or Loss$88,112GainOrLossAmt
Gains Minus Excess Or Losses$88,112GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$88,112CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,353InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,353SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,353TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,608EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,608TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$16,255OverpaymentAmt
Applied To ES Tax$16,255AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 AddressHUGHANDJANEFERGUSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksHEIDI HARTIndividualWithBooksNm
Phone2063344278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 N 101ST STREETAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98133ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELLEN LEE FERGUSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 EVERGREEN POINT ROADAddressLine1Txt
CityMEDINACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98039ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$4,622,210AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$900,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,522,396TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,522,396AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,439,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$271,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$271,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,353TaxBasedOnInvestmentIncomeAmt
Total Tax$1,353TotalTaxAmt
Distributable Before Adj$270,625DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$270,625DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$270,625DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$969,294ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$969,294QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$270,625DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$598,951ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$796,173ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$599,230ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$539,096ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$826,425ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,359,875TotalExcessDistributionCyovAmt
Qualifying Distributions$969,294QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$270,625AppliedToCurrentYearAmt
Remaining Distri From Corpus$698,669RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,058,544TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$598,951ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,459,593ExcessDistriCyovToNextYrAmt
Excess From Year4$796,173ExcessFromYear4Amt
Excess From Year3$599,230ExcessFromYear3Amt
Excess From Year2$539,096ExcessFromYear2Amt
Excess From Year1$826,425ExcessFromYear1Amt
Excess From Current Year$698,669ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLEN LEE FERGUSONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELLEN LEE FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11414 41ST AVE EASTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98112ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2067999589RecipientPhoneNum
Form And Info And MaterialsCONTACT (206)633-0827 OR (OGLEFOUNDS@AOL.COM) FOR APPLICATION FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesFEBRUARY 15, AUGUST 15SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALASKA WILDERNESS LEAGUE
122 C ST NW STE 240WASHINGTONDC20001NONEPCENVIRONMENTAL PROTECTION$25,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPCCULTURAL INSTITUTIONS & PROJECTS$20,000
ANIMEALS
1700 RANKIN STMISSOULAMT59808NONEPCCULTURAL INSTITUTIONS & PROJECTS$5,000
ARTSFUND
10 HARRISON ST SUITE 200SEATTLEWA98109NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
ASSOCIATION OF FUNDRAISING
1800 JAMES STREET SUITE 103BELLINGHAMWA98225NONEPCCULTURAL INSTITUTIONS & PROJECTS$5,500
AUDUBON WASHINGTON
5902 LAKE WASHINGTON BLVD SSEATTLEWA98118NONEPCENVIRONMENTAL PROTECTION$10,000
BIRDNOTE
PO BOX 1857NORTH CAROLINANC28802NONEPCENVIRONMENTAL PROTECTION$10,000
BLACKPAST ORG
4616 25TH AVE NE PMB 222SEATTLEWA98105NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
BRAIDED RIVER
1001 SW KLICKITAT WAY STE 201SEATTLEWA98134NONEPCENVIRONMENTAL PROTECTION$10,000
BURKE MUSEUM
U OF WASHINGTON BOX 353010SEATTLEWA98195NONEPCENVIRONMENTAL PROTECTION$55,000
CENTER FOR ECOSYSTEM SENTINELS
PO BOX 351800SEATTLEWA98195NONEPCCULTURAL INSTITUTIONS & PROJECTS$5,000
CITY FRUIT
4000 AURORA AVE N SUITE 123SEATTLEWA98195NONEPCENVIRONMENTAL PROTECTION$5,000
COLUMBIA LAND TRUST
850 OFFICERS ROWVANCOUVERWA98661NONEPCENVIRONMENTAL PROTECTION$10,000
COLUMBIA RIVERKEEPER
PO BOX 950HOOD RIVEROR97031NONEPCENVIRONMENTAL PROTECTION$10,000
COMMUNITIES FOR A HEALTHY BAY
535 DOCK STREET 213TACOMAWA98402NONEPCENVIRONMENTAL PROTECTION$10,000
COMMUNITY ROOTS HOUSING FOUNDATION
1620 12TH AVENUE SUITE 205SEATTLEWA98122NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
CONSERVATION NW
1829 10TH AVE W STE BSEATTLEWA98119NONEPCENVIRONMENTAL PROTECTION$10,000
COOK INLETKEEPER
3734 BEN WALTERS LANEHOMERAK99603NONEPCENVIRONMENTAL PROTECTION$10,000
DELDRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION
4408 DELDRIDGE WAY SWSEATTLEWA98106NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
EASTERN WASHINGTON UNIVERSITY FOUNDATION
102 HARGREAVES HALLCHENEYWA99004NONEPCENVIRONMENTAL PROTECTION$10,000
FIRST NATIONS VETERINARY
4301 NE LAURELHURST PLACEPORTLANDOR97213NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
GREAT PENINSULA CONSERVANCY
423 PACIFIC AVE SUITE 300BREMERTONWA98337NONEPCENVIRONMENTAL PROTECTION$10,000
HANFORD CHALLENGE
PO BOX 28989SEATTLEWA98118NONEPCENVIRONMENTAL PROTECTION$10,000
HEDGEBROOK
2197 MILLMAN ROADLANGLEYWA982609751NONEPCSUPPORTING VISIONARY WOMEN WRITERS THROUGH RESIDENCIES AND CREATIVE ASSISTANCE$5,000
HIGH DESERT MUSEUM
59800 S HWY 97BENDOR97702NONEPCCULTURAL INSTITUTIONS & PROJECTS$7,500
HIGHLINE HERITAGE MUSEUM
819 SW 152ND STBURIENWA98166NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
HISTORY LINK
93 PIKE STREET SUITE 315BSEATTLEWA98101NONEPCCULTURAL INSTITUTIONS & PROJECTS$7,500
HUMANITIES WASHINGTON
130 NICKERSON STREETSEATTLEWA98109NONEPCCULTURAL INSTITUTIONS & PROJECTS$20,000
INLAND NORTHWEST LAND CONSERVANCY
35 W MAIN AVE STE 210SPOKANEWA99201NONEPCENVIRONMENTAL PROTECTION$10,000
JEFFERSON COUNTY COMMUNITY FOUNDATION
PO BOX 1394PORT HADLOCKWA98339NONEPCCULTURAL INSTITUTIONS & PROJECTS$15,000
JEFFERSON COUNTY HISTORICAL SOCIETY
540 WATER STREETPORT TOWNSENDWA98368NONEPCCULTURAL INSTITUTIONS & PROJECTS$20,000
KOAHNIC BROADCAST CORP
8420 E 10TH AVE SUITE 480ANCHORAGEAK99504NONEPCCULTURAL INSTITUTIONS & PROJECTS$20,000
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA981012628NONEPCENVIRONMENTAL PROTECTION$10,000
MOHAI
860 TERRY AVE NSEATTLEWA98109NONEPCCULTURAL INSTITUTIONS & PROJECTS$20,000
NATIONAL FEDERATION FOR THE BLIND
PO BOX 2516SEATTLEWA98111NONEPCREPRESENTING AND ADVOCATING FOR THE EQUAL TREATMENT OF BLIND PEOPLE$300
NATIONAL NORDIC MUSEUM
2655 NW MARKET STREETSEATTLEWA98107NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
NORTH CASCADES INSTITUTE
810 STATE ROUTE 20SEDROWOOLLEYWA98284NONEPCENVIRONMENTAL PROTECTION$10,000
NORTHWEST INDIAN COLLEGE
2522 KWINA RDBELLINGHAMWA98226NONEPCPROMOTE INDIGENOUS SELF-DETERMINATION AND KNOWLEDGE$500
NORTHWEST MARITIME CENTER
431 WATER STREETPORT TOWNSENDWA98368NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
OREGON NATURAL DESERT ASSOCIATION
50 SW BOND SUITE 4BENDOR97702NONEPCENVIRONMENTAL PROTECTION$10,000
PACIFIC SCIENCE CENTER
200 2ND AVE NSEATTLEWA98109NONEPCCULTURAL INSTITUTIONS & PROJECTS$5,000
PAWS
PO BOX 1037LYNNWOODWA98046NONEPCPEOPLE HELPING CATS, DOGS, AND WILD ANIMALS GO HOME AND THRIVE$11,000
PLANNED PARENTHOOD GREAT NW
2001 E MADISON STSEATTLEWA98122NONEPCENSURE ALL PEOPLE HAVE ACCESS TO THE CARE AND RESOURCES TO MAKE INFORMED DECISIONS ABOUT THEIR BODIES$1,000
PORT TOWNSEND MARINE SCIENCE CENTER
532 BATTERY WAYPORT TOWNSENDWA98368NONEPCENVIRONMENTAL PROTECTION AND EDUCATIONAL$20,000
POTLATCH FUND
815 FIRST AVE PMB 308SEATTLEWA98104NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON STREET STE 107SEATTLEWA98109NONEPCENVIRONMENTAL PROTECTION$10,000
PURRFECT PALS
230 MCRAE RD NEARLINGTONWA98223NONEPCCAT ADOPTION AND REHABILITATION$1,000
RECLAIMING OUR GREATNESS
2601 MILL AVENUE SOUTHRENTONWA98055NONEPCCULTURAL INSTITUTIONS & PROJECTS$5,000
RESOURCES FOR SUSTAINABLE COMMUNITIES (RESOURCES)
2309 MERIDIAN STBELLINGHAMWA98225NONEPCENVIRONMENTAL PROTECTION$10,000
SAVE OUR WILD SALMON
811 FIRST AVE SUITE 305SEATTLEWA98104NONEPCENVIRONMENTAL PROTECTION$10,000
SEATTLE AQUARIUM
1483 ALASKAN WAY PIER 59SEATTLEWA98101NONEPCDEVELOPMENT OF HANDS-ON MARINE EXPERIENCES AND CONSERVATION EDUCATION$57,500
SEATTLE AUDUBON SOCIETY
8050 35TH AVE NE -SEATTLEWA981154815NONEPCENVIRONMENTAL PROTECTION$10,000
SEATTLE HUMANE
13212 SE EASTGATE WAYBELLEVUEWA98005NONEPCPROVIDING LIFE-SAVING SERVICES FOR PETS IN NEED$1,500
SEATTLE PUBLIC LIBRARY
1000 4TH AVENUESEATTLEWA98104NONEPCCULTURAL INSTITUTIONS & PROJECTS$25,000
SEWARD PARK AUDUBON CENTER
5902 LAKE WASHINGTON BLVD SSEATTLEWA98118NONEPCPROTECTING BIRDS AND THEIR HABITAT$2,000
SKAGIT LAND TRUST
1020 S 3RDMOUNT VERNONWA98273NONEPCENVIRONMENTAL PROTECTION$2,500
SOLID GROUND WASHINGTON
1501 N 45TH STSEATTLEWA981036708NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
SOUTHEAST ALASKA CONSERVATION COUNCIL
2207 JORDAN AVEJUNEAUAK99801NONEPCENVIRONMENTAL PROTECTION$10,000
SOUTHWEST SEATTLE HISTORICAL SOCIETY
3003 61ST AVE SWSEATTLEWA98116NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
SR3
2003 S 216TH ST 98811DES MOINESWA98198NONEPCENVIRONMENTAL PROTECTION$17,500
TAHOMA AUDUBON SOCIETY
PO BOX 64068UNIVERSITY PLACEWA984640068NONEPCENVIRONMENTAL PROTECTION$10,000
TASVEER
1826 247 PL NEREDMONDWA98074NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
TOWN HALL SEATTLE
720 SENECA ST STE ASEATTLEWA98101NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111NONEPCASSISTING PEOPLE WHO ARE UNHOUSED AND/OR IN POVERTY$500
UNITED NEGRO COLLEGE FUND
701 FIFTH AVESEATTLEWA98104NONEPCEMPOWER MINORITY STUDENTS TO EARN COLLEGE DEGREES$1,000
UNIVERSITY OF ALASKA MUSEUM OF THE NORTH
PO BOX 756960FAIRBANKSAK99775NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
UW - MINORITY AFFAIRS
UW OMAD MARY GATE MEMORIAL DR NESEATTLEWA98195NONEPCCULTURAL INSTITUTIONS & PROJECTS$10,000
WASHINGTON ASSOCIATION OF LAND TRUSTS
PO BOX 2001SEATTLEWA98111NONEPCENVIRONMENTAL PROTECTION$10,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVENUE SUITE 1400SEATTLEWA98101NONEPCENVIRONMENTAL PROTECTION$10,000
WASHINGTON WILD
305 NORTH 83RD STREETSEATTLEWA98103NONEPCENVIRONMENTAL PROTECTION$10,000
WASHINGTON'S NATIONAL PARK FUND
1904 THIRD AVE 400SEATTLEWA98101NONEPCENVIRONMENTAL PROTECTION$10,000
WESTERN RIVERS CONSERVANCY
71 SW OAK STREETPORTLANDOR97204NONEPCENVIRONMENTAL PROTECTION$10,000
WILD MONTANA
80 S WARREN STHELENAMT59801NONEPCENVIRONMENTAL PROTECTION$10,000
WILD SALMON CENTER
721 NW NINTH AVE SUITE 300PORTLANDOR97209NONEPCENVIRONMENTAL PROTECTION$10,000
WING LUKE ASIAN MUSEUM
PO BOX 3025SEATTLEWA98114NONEPCCULTURAL INSTITUTIONS & PROJECTS$40,000
WOODLAND PARK ZOO
5500 PHINNEY AVE NSEATTLEWA98103NONEPCSAVING WILDLIFE, CONSERVING HABITAT, AND KEEPING GARBAGE OUT OF LANDFILLS THROUGH COMPOSTING$50,000
YAKIMA GREENWAY FOUNDATION
111 S 18TH STYAKIMAWA98901NONEPCENVIRONMENTAL PROTECTION$10,000
PHILANTHROPY NORTHWEST
600 UNIVERSITY ST 1725SEATTLEWA98101NONEPCCATALYST SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$926,800TotalGrantOrContriPdDurYrAmt
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$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,424ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$88,112ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSETTLEMENT INCOMEDesc
Exclusion14ExclusionCd
Exclusion$528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$155,072ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,072TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,200Amt
Net Investment Income$3,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM INC$193,638$334,268
APPLE INC$382,530$943,397
MICROSOFT CORP$485,320$2,895,508
BERKSHIRE HATHAWAY CL-B$161,862$194,380
ALPHABET INC CL C$199,864$211,395
ORACLE CORP$222,703$210,860
PALO ALTO NETWORKS INC$275,855$353,856
ADOBE INC$307,290$507,110

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIPS$4,500$0$4,500
POSTAGE$547$0$547
OFFICE EXPENSE$2,860$0$2,860
BANK/WIRE FEES$32$0$32
WEBSITE DEVELOPMENT$1,218$0$1,218

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT INCOMEDesc
Revenue And Expenses Per Books$528RevenueAndExpensesPerBooksAmt
Net Investment Income$528NetInvestmentIncomeAmt
Adjusted Net Income$528AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEE$54,427$54,427$0
MANAGEMENT FEE$19,702$0$19,702
GRANT MANAGEMENT FEE$9,687$0$9,687

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