NORTHWEST FUND FOR THE ENVIRONMENT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST FUND FOR THE ENVIRONMENT (EIN 23-7134880)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349100337
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T09:22:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274238573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING & OLIASON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MERCER ST SUITE E300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237134880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST FUND FOR THE ENVIRONMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 2063867220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 THIRD AVENUE 917 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HARLESS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2063867220 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | HARLESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY WOODMANSEE | PreparerPersonNm |
| PTIN | P01235073 | PTIN |
| Phone | 2062857242 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,357,107 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $534 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,074 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $266,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,272 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $112,896 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,290 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $101,606 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,188 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,319 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,869 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,187 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,594 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,593 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,578 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $917 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,255 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,575 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,257 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,317 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,111 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $111 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,000 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,034 | CashBOYAmt |
| Cash EOY | $119,536 | CashEOYAmt |
| Cash EOYFMV | $119,536 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,592 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,004,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,230,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,230,192 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,277 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $254 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,787 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,787 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,282,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,357,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,357,107 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,697 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,062 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,697 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,062 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,662,760 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,739,471 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,614,574 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,614,574 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,277,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,354,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,282,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,357,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,277,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,255,246 | OtherIncreasesAmt |
| Subtotal | $9,354,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,354,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $295,341 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,267 | CostOrOtherBasisAmt |
| Gain Or Loss | $146,074 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $146,074 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,533 | OverpaymentAmt |
| Applied To ES Tax | $1,533 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NWFUND.ORG | WebsiteAddressTxt |
| Individual With Books | ZOE ROTHCHILD | IndividualWithBooksNm |
| Phone | 2063867220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 3RD AVE SUITE 917 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK MOORE | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| PAUL KAMPMEIER | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| MARTHA STREBINGER | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KNOLL LOWNEY | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE (THRU 6/2021) | 1.00 | $0 | $0 | $0 |
| KEN NITZ | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KAREN ALLSTON | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIM HARLESS | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TREASURER | 3.00 | $0 | $0 | $0 |
| JANNA ROLLAND | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | SECRETARY | 3.00 | $0 | $0 | $0 |
| JAIMINI PAREKH | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIM MCNAMARA | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA FUJITA-YUHAS | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | FOUNDATION DIRECTOR | 20.00 | $56,448 | $6,594 | $0 |
| ZOE R ROTHCHILD | ||||||||
| 1904 THIRD AVENUE SUITE 917 | SEATTLE | WA | 98101 | FOUNDATION DIRECTOR | 20.00 | $56,448 | $6,594 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | 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 | $8,635,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $372 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,852,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,852,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,720,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,427 | TotalTaxAmt |
| Distributable Before Adj | $432,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $432,574 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $432,574 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $432,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,302 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,640 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,660 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $180,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $421,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,899 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,899 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,276 | 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 | $12,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,640 | ExcessFromYear4Amt |
| Excess From Year3 | $29,660 | ExcessFromYear3Amt |
| Excess From Year2 | $38,257 | ExcessFromYear2Amt |
| Excess From Year1 | $27,316 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FOUNDATION'S WEBSITE AT WWWNWFU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 THIRD AVENUE SUITE 917 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2063867220 | RecipientPhoneNum |
| Recipient Email Address | STAFF@NWFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE AT WWW.NWFUND.ORG FOR GRANT GUIDELINES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOUNDATION'S WEBSITE AT WWW.NWFUND.ORG FOR GRANT GUIDELINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED 501(C)(3) ENTITIES WHOSE GOALS INCLUDE PRESERVATION OF THE WASHINGTON STATE ENVIRONMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR A JUST SOCIETY | ||||||
| 3518 S EDMUNDS STREET | SEATTLE | WA | 98118 | PC | NATIVE ORGANIZERS ALLIANCE TRAINING | $2,500 |
| AMERICAN RIVERS | ||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20045 | PC | IMPROVING RIVER ECOSYSTEM FUNCTION IN THE YAKIMA AND CHEHALIS RIVER BASINS | $15,000 |
| CENTER FOR ENVIRONMENTAL LAW AND POLICY | ||||||
| 85 S WASHINGTON STREET 301 | SEATTLE | WA | 98104 | PC | PROTECTING AND RESTORING WASHINGTON'S INSTREAM WATER RESOURCES | $10,000 |
| CITIZENS FOR A HEALTHY BAY | ||||||
| 535 DOCK STREET SUITE 213 | TACOMA | WA | 98402 | PC | LEVERAGING RESEARCH AND POLICY TO COMBAT POLLUTION IN TACOMA | $20,000 |
| COLUMBIA RIVERKEEPER | ||||||
| 407 PORTWAY AVE SUITE 301 | HOOD RIVER | OR | 97031 | PC | CLEAN WATER ACTION PROJECT | $10,000 |
| COLUMBIA RIVERKEEPER | ||||||
| 407 PORTWAY AVE SUITE 301 | HOOD RIVER | OR | 97031 | PC | COMUNIDADES: AMPLIFYING VOICES FOR ENVIRONMENTAL AND SOCIAL JUSTICE | $5,000 |
| FRIENDS OF THE COLUMBIA RIVER GORGE | ||||||
| PO BOX 40820 | PORTLAND | OR | 97240 | PC | DEFENDING THE GORGE MANAGEMENT PLAN | $10,000 |
| FRIENDS OF THE EARTH | ||||||
| 1101 15TH ST NW 11TH FLR | WASHINGTON | DC | 20005 | PC | SALISH SEA ORCA PROTECTION, OIL SPILL PREVENTION & MARITIME SAFETY CAMPAIGN | $15,000 |
| FRIENDS OF THE SNOQUALMIE VALLEY TRAIL AND RIVER | ||||||
| PO BOX 2057 | NORTH BEND | WA | 98045 | PC | ENSURING PROPER MITIGATION OF THE SNOQUALMIE RIVER DURING PERIODS OF LOW-FLOW | $3,000 |
| FRONT AND CENTERED | ||||||
| 1501 EAST MADISON STREET SUITE 250 | SEATTLE | WA | 98122 | PC | HEAL IMPLEMENTATION | $10,000 |
| FUTUREWISE | ||||||
| 816 SECOND AVENUE SUITE 200 | SEATTLE | WA | 98104 | PC | PROTECTING FARMS, FORESTS AND WATER HABITATS | $10,000 |
| NIMIIPUU PROTECTING THE ENVIRONMENT | ||||||
| 1820 NW ARCADIA DRIVE | PULLMAN | WA | 99163 | PC | ENVIRONMENTAL MOVEMENT BUILDING INITIATIVE | $5,000 |
| NORTHWEST ENVIRONMENTAL ADVOCATES | ||||||
| PO BOX 12187 | PORTLAND | OR | 97212 | PC | CHALLENGING THE PUGET SOUND NUTRIENT GENERAL PERMIT | $10,000 |
| NOT AN ALTERNATIVE | ||||||
| 9719 SW 180TH ST | VASHON | WA | 98070 | PC | SALMON PEOPLE, WHALE PEOPLE: BUILDING ALLIANCES AND STRATEGIES TO PROTECT AND RESTORE OCEAN-TO-RIVER ECOSYSTEMS | $10,000 |
| OKANOGAN HIGHLANDS ALLIANCE | ||||||
| P O BOX 163 | TONASKET | WA | 98855 | PC | BUCKHORN MINE ACCOUNTABILITY PROJECT | $15,000 |
| OLYMPIC FOREST COALITION | ||||||
| PO BOX 461 | QUILCENE | WA | 98376 | PC | OLYMPIC PENINSULA PUBLIC LANDS PROJECT | $10,000 |
| PUGET SOUND SAGE | ||||||
| 414 MAYNARD AVE S | SEATTLE | WA | 98104 | PC | LOCAL ELECTED LEADERSHIP INSTITUTE | $10,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON STREET SUITE 107 | SEATTLE | WA | 98109 | PC | THE PUGET SOUND LEADERSHIP, CLEAN WATER ENFORCEMENT AND REGULATION PROJECT | $20,000 |
| RE SOURCES | ||||||
| 2309 MERIDIAN STREET | BELLINGHAM | WA | 98225 | PC | PROTECTING THE SALISH SEA: WATCHDOGGING POLLUTION, GAME-CHANGING POLICIES, AND COMMUNITY ACTION | $10,000 |
| SNAKE RIVER WATERKEEPER | ||||||
| 2123 N 16TH ST | BOISE | ID | 83702 | PC | 2021-22 CLEAN WATER ACT ENFORCEMENT & LITIGATION | $12,000 |
| SPOKANE RIVERKEEPER | ||||||
| 1314 S GRAND BLVD STE 2 269 | SPOKANE | VI | 99201 | PC | SPOKANE RIVER CLEAN WATER DEFENSE PROGRAM | $10,000 |
| SURFRIDER FOUNDATION | ||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | PC | DEFENDING CONSERVATION OUTCOMES AND DEFENDING WASHINGTON'S COAST FROM PLASTIC POLLUTION & CLIMATE CHANGE IMPACTS | $10,000 |
| TOXIC FREE FUTURE | ||||||
| 4649 SUNNYSIDE AVE NORTH SUITE 540 | SEATTLE | WA | 98103 | PC | ACHIEVING TOXIC-FREE HOMES, COMMUNITIES AND ENVIRONMENT THROUGH SAFER PRODUCTS FOR WASHINGTON | $10,000 |
| TWIN HARBORS WATERKEEPER | ||||||
| PO BOX 751 | COSMOPOLIS | WA | 98537 | PC | TWIN HARBORS CLEAN WATER PROJECT | $12,000 |
| WASHINGTON WILD | ||||||
| 305 N 83RD ST | SEATTLE | WA | 98103 | PC | GRASSROOTS MOBILIZATION SUPPORTING WASHINGTON STATES FIRST OUTSTANDING RESOURCE WATER DESIGNATION | $5,000 |
| WILD FISH CONSERVANCY | ||||||
| PO BOX 402 | DUVALL | WA | 98019 | PC | OUR SOUND, OUR SALMON 2021-22: TAKING BACK OUR SOUND | $11,000 |
| ZERO WASTE WASHINGTON | ||||||
| 816 SECOND AVENUE SUITE 200 | SEATTLE | WA | 98104 | PC | PLASTIC FREE WASHINGTON COMMUNICATION SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,272 | TotalIncomeProducingActyAmt |
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 | $7,187 | Amt |
| Net Investment Income | $3,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,593 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MKT ETF | FMV | $7,442,647 | $7,442,647 |
| ISHARES CORE US AGGREGATE BD ETF | FMV | $1,787,545 | $1,787,545 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT PAID | $254 | $254 | $254 |
| PREPAID FEDERAL EXCISE TAX | $1,533 | $1,533 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $2,180 | $218 | $0 | $1,962 |
| INSURANCE | $2,386 | $239 | $0 | $2,147 |
| LICENSE & FEES | $94 | $0 | $0 | $94 |
| POSTAGE | $64 | $6 | $0 | $58 |
| SUPPLIES | $1,161 | $116 | $0 | $1,045 |
| TELEPHONE & INTERNET | $2,149 | $215 | $0 | $1,934 |
| BANK CHARGES | $99 | $10 | $0 | $89 |
| VOLUNTEER EXPENSE | $142 | $14 | $0 | $128 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,255,246 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES | $1,968 | $3,062 |
| FEDERAL EXCISE TAXES PAYABLE | $2,729 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER SUPPORT | $688 | $68 | $0 | $620 |
| CONSULTING | $3,287 | $329 | $0 | $2,958 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $9,172 | $917 | $0 | $8,255 |
| FEDERAL EXCISE TAXES | $3,428 | $0 | $0 | $0 |
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