LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-30
IRS object ID
202033049349100638
Schema version
2019v5.1
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)
Return2020-10-30T17:36:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916339917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAIRBusinessNameControlTxt
Phone2065014510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE STE 1700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE BRIGGSPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone2065014510PhoneNum
Signature2020-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2020-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm15:27:05IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id282C901D909EEC57A4934591437670305A35653EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,758,255FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$193,178ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$981InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$981InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$691,963DividendsRevAndExpnssAmt
Dividends Net Invst Incm$719,777DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$454,387NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,717,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$454,387CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,342OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20,342OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$20,342OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,360,851TotalRevAndExpnssAmt
Total Net Invst Incm$1,195,487TotalNetInvstIncmAmt
Total Adj Net Incm$20,342TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$144,375CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$28,875CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$115,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$93,291OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$90,130OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$49,604PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,000PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$45,611PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,491AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,498AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$17,993AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$154,472OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$139,014OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,257OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$59,382TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22,579TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$303TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,060DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$12,740OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,696OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$10,044OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$105,786TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,755TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$98,238TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,958OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,808OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$28,028OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$676,159TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$217,225TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$418,104TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,438,930ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,438,930ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,115,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$217,225TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,857,034TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$754,238ExcessRevenueOverExpensesAmt
Net Investment Income$978,262NetInvestmentIncomeAmt
Adjusted Net Income$20,342AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,195CashBOYAmt
Cash EOY$200,079CashEOYAmt
Cash EOYFMV$200,079CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,101,690SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,351,697SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,351,697SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,500AcctRcvblAmt
Acct Rcvbl BOY$4,000AcctRcvblBOYAmt
Acct Rcvbl EOY$3,500AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,500AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$4,104PrepaidExpensesBOYAmt
Corporate Stock BOY$27,157,867CorporateStockBOYAmt
Corporate Stock EOY$29,242,168CorporateStockEOYAmt
Corporate Stock EOYFMV$29,242,168CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,983,542CorporateBondsBOYAmt
Corporate Bonds EOY$6,539,691CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,539,691CorporateBondsEOYFMVAmt
Other Investments BOY$966,450OtherInvestmentsBOYAmt
Other Investments EOY$2,364,015OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,364,015OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,195LandBldgEquipAccumDeprecAmt
Land BOY$11,165LandBOYAmt
Land EOY$7,105LandEOYAmt
Land EOYFMV$7,105LandEOYFMVAmt
Other Assets BOY$900,000OtherAssetsBOYAmt
Other Assets EOY$1,050,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,050,000OtherAssetsEOYFMVAmt
Total Assets BOY$36,171,013TotalAssetsBOYAmt
Total Assets EOY$40,758,255TotalAssetsEOYAmt
Total Assets EOYFMV$40,758,255TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,078AccountsPayableBOYAmt
Accounts Payable EOY$22,122AccountsPayableEOYAmt
Total Liabilities BOY$16,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,122TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$36,154,935NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$40,736,133NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$36,154,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,736,133TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,171,013TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,758,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,154,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$754,238ExcessRevenueOverExpensesAmt
Other Increases$5,335,436OtherIncreasesAmt
Subtotal$40,736,133SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,736,133TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2018-01-012019-12-31$18,227,768$18,162,712$65,056$65,056
CAPITAL GAIN DISTRIBUTIONP2018-01-012019-12-31$401,242$401,242$401,242
LOSS ON PROGRAM-RELATED INVESTMENT TO RUDOLF STEINER FOUNDATIONP2018-01-012019-12-31$88,089$100,000-$11,911-$11,911
FieldValueIRS element (for citing)
Capital Gain Net Income$454,387CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,700,253AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,696,412NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045104DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,490,470AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,817,818NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040482DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,660,305AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$34,010,542NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048817DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,089,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$36,096,486NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057897DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,194,715AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$37,826,506NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058021DistributionYr5Rt
Total Distribution0.250321TotalDistributionRt
Average Distribution0.050064AverageDistributionRt
Net Vl Noncharitable Assets$37,322,411NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,868,509AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,783NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,878,292AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,107,034QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,783InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,783SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,783TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,431EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$32,431TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$22,648OverpaymentAmt
Applied To ES Tax$22,648AppliedToESTaxAmt
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 AddressWWW.LAIRDNORTON.ORGWebsiteAddressTxt
Individual With BooksKATIE BRIGGSIndividualWithBooksNm
Phone2065014510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE STE 1700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041520ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATIE BRIGGS
801 2ND AVE STE 1700SEATTLEWA981041520MANAGING DIRECTOR40.00$144,375$19,782$2,615
GRAHAM BROWN
801 2ND AVE STE 1700SEATTLEWA981041520CHAIR/PRESIDENT2.00$0$0$0
ANDREAS UELAND
801 2ND AVE STE 1700SEATTLEWA981041520SECRETARY1.00$0$0$0
ADAM KUHLMANN
801 2ND AVE STE 1700SEATTLEWA981041520TREASURER1.00$0$0$0
NORAH HEINTZ
801 2ND AVE STE 1700SEATTLEWA981041520VICE CHAIR1.00$0$0$0
DAVID KANE
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
CHRIS TAYLOR
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
HANNAH EVANS
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0
ALLISON PARKS
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
STEVEN SCOTT
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
LINDSAY HALL
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
MARYALICE PARKS
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0
KRIKOR JANSEZIAN
801 2ND AVE STE 1700SEATTLEWA981041520DIRECTOR1.00$0$0$0
BEATRIX EVANS
801 2ND AVE STE 1700SEATTLEWA981041520ASSOCIATE DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonCADENCE MILLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE STE 1700AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041520ZIPCd
FieldValueIRS element (for citing)
TitlePROGRAM OFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos30.00AverageHrsPerWkDevotedToPosRt
Compensation$63,000CompensationAmt
Employee Benefits$4,764EmployeeBenefitsAmt
Expense Account$1,051ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAIRD NORTON WEALTH MANAGEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 2ND AVE SUITE 1600AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$135,150CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LONG LIVE THE KINGS (SEATTLE, WA) - TO ADDRESS CASH FLOW CHALLENGES CAUSED BY A DEFICIT IN GENERAL OPERATING FUNDS AND DEPLETION OF RESERVE FUNDS. LONG LIVE THE KINGS (A 509(A)(1) PUBLIC CHARITY) SHALL DEPLOY THESE FUNDS TO MANAGE THIS DEFICIT AND ENSURE EXPENSES ARE PAID ON A TIMELY BASIS.Description1Txt
Expenses1$250,000Expenses1Amt
Total$250,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,938,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,415,332AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,536,837FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,890,773TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$37,890,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$568,362CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,322,411NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,866,121MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,866,121MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,783TaxBasedOnInvestmentIncomeAmt
Total Tax$9,783TotalTaxAmt
Distributable Before Adj$1,856,338DistributableBeforeAdjAmt
Recoveries Qualfied Distri$88,089RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,944,427DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,944,427DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,857,034ExpensesAndContributionsAmt
Program Related Invst Total$250,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,107,034QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,783PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,097,251AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,944,427DistributableAsAdjustedAmt
Undistributed Income PY$845,813UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,107,034QualifyingDistributionsAmt
Applied To Year1$845,813AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,261,221AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$683,206UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$4,000
AMERICAN CONSERVATORY THEATER
30 GRANT AVESAN FRANCISCOCA94108PC: 509(A)(1) OR (A)SUPPORT FOR ACTS INTENSIVE RESIDENCY PROGRAMMING (ACTSMART RESIDENCIES).$15,000
ARBOR DAY FOUNDATION
100 ARBOR AVENUENEBRASKA CITYNE68410PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$50
ARTHRITIS FOUNDATION - CENTRAL COAST
2261 LAS POSITAS ROADSANTA BARBARACA93105PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ARTS CORPS
4408 DELRIDGE WAY SWSUITE 110SEATTLEWA98106PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$25,000
ARTS FOR THE SCHOOLS
10833 DONNER PASS ROAD SUITE 201TRUCKEECA96161PC: 509(A)(1) OR (A)CONTINUED SUPPORT FOR ARTS FOR THE SCHOOL'S VISUAL ARTS PROGRAMMING AND OTHER PROGRAMMING DETAILED IN THE PROPOSAL.$30,000
ARTS IMPACT
4052 SW COLLEGE STSEATTLEWA98116PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$30,000
ARTSED WA - WASHINGTON ALLIANCE FOR ARTS EDUCATION
158 THOMAS ST 16SEATTLEWA98109PC: 509(A)(1) OR (A)MEMBERSHIP TO SUPPORT ARTS ADVOCACY IN WASHINGTON STATE$1,030
AS YOU SOW
2150 KITTREDGE ST STE 450BERKELEYCA94704PC: 509(A)(1) OR (A)TO SUPPORT AS YOU SOWS WORK TO HASTEN THE TRANSITION AWAY FROM COAL, OIL, AND GAS, AS WELL AS ADDRESSING THE CONNECTION BETWEEN FOSSIL FUELS AND PLASTICS.$40,000
ATLANTIC STREET CENTER
2103 SOUTH ATLANTIC STREETSEATTLEWA98144PC: 509(A)(1) OR (A)TO SUPPORT A YOUTH SPECIALIST TO IDENTIFY MENTAL HEALTH AND ADDICTION AMONG YOUTH/YOUNG ADULTS AGES 13-21 THAT ARE PARTICIPATING IN ATLANTIC STREET CENTERS YOUTH DEVELOPMENT PROGRAMMING (YDP)$15,000
BAINBRIDGE ARTISANS RESOURCE NETWORK
8890 THREE TREE LANE NEBAINBRIDGE ISLANDWA98110PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$500
BAINBRIDGE ISLAND ARTS AND HUMANITIES COUNCIL
221 WINSLOW WAY WEST SUITE 201BAINBRIDGE ISLANDWA98110PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$500
BARNACLES AND BEES
865 6TH STREET 370BREMERTONWA98337PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$750
BELLEVUE COLLEGE FOUNDATION
3000 LANDERHOLM CIRCLE SE A101BELLEVUEWA98007PC: 509(A)(1) OR (A)MEMORIAL GIFT$2,500
BEN'S BELLS
40 W BROADWAY BLVDTUCSONAZ85701PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH
5989 CENTRE AVENUE SUITE 1PITTSBURGHPA15206PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
BOISE-ELIOTHUMBOLDT SCHOOL
620 N FREMONT STREETPORTLANDOR97227GOVERNMENTALHONORARIUM$1,000
BONNEVILLE ENVIRONMENTAL FOUNDATION
1500 SW 1ST AVE SUITE 885PORTLANDOR97201PC: 509(A)(1) OR (A)TO CONTINUE ENGAGING BEF IN EXPLORATORY WORK IN THE DRIFTLESS REGION OF THE UPPER MIDWEST.$25,000
CAMP
4326 CASCO AVEEDINAMN55424PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$600
CANCER RESEARCH WELLNESS INSTITUTE
316 MID VALLEY CENTER 230CARMELCA93923PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
CAPE COD THEATRE CO - HARWICH JR THEATER
PO BOX 168105 DIVISION STWEST HARWICHMA02671PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$4,000
CARBON CYCLE INSTITUTE
245 KENTUCKY STREET SUITE A2PETALUMACA94952PC: 509(A)(1) OR (A)TO SUPPORT CARBON CYCLE INSTITUTE'S WORK TO SCALE CARBON FARMING ACROSS CALIFORNIA.$35,000
CARBON LEADERSHIP FORUM (FISCAL AGENT UNIVERSITY OF WASHINGTON FOUNDATION)
4333 BROOKLYN AVE NE BOX 359505SEATTLEWA981959505PC: 509(A)(1) OR (A)GENERATL OPERATING SUPPORT$2,500
CARING FOR CAMBODIA
3821 JUNIPER TRACESUITE 210AUSTINTX78738PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$7,000
CENTER FOR SUSTAINABLE INFRASTRUCTURE
120 STATE AVE NE 303OLYMPIAWA98501PC: 509(A)(1) OR (A)TO SUPPORT CENTER FOR SUSTAINABLE INFRASTRUCTURE'S WORK TO BUILD THE PLATFORM FOR THE PACIFIC NORTHWEST TO BECOME A NORTH AMERICAN LEADER IN CLEAN MANUFACTURING PROCESSES THAT SHRINK CARBON FOOTPRINTS.$20,000
CHAPIN HALL AT THE UNIVERSITY OF CHICAGO
1313 E 60TH STREETCHICAGOIL60637PC: 509(A)(1) OR (A)TO SUPPORT CHAPIN HALL'S PLANNING EXPENSES IN IMPLEMENTING THE UPSTREAM PROJECT PROGRAM IN TWO SCHOOL DISTRICTS WITHIN KING COUNTY$12,500
CHICAGO ARTS PARTNERSHIPS IN EDUCATION
228 SOUTH WABASH AVESUITE 500CHICAGOIL60604PC: 509(A)(1) OR (A)SUPPORT FOR CAPE'S ARTS INTEGRATION RESIDENCIES IN CHICAGO PUBLIC SCHOOLS.$20,000
CHILDREN'S MIRACLE NETWORK
205 WEST 700 SOUTHSALT LAKE CITYUT84101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$250
CHOOSE 180
1416 SW 151ST STBURIENWA98166PC: 509(A)(1) OR (A)TO SUPPORT WRAP-AROUND SERVICES, AS WELL AS BEHAVIORAL HEALTH SPECIALIST AND SUCCESS COACH POSITIONS$22,500
CHOOSE 180
1416 SW 151ST STBURIENWA98166PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$200
CITY FOREST CREDITS
999 THIRD AVE 4600SEATTLEWA98104PC: 509(A)(1) OR (A)TO SUPPORT CONTINUED PROGRESS OF CITY FOREST CREDITS' URBAN FOREST REGISTRY.$20,000
COMMUNITY PARTNERS FBO SAFE PLACE FOR YOUTH
2469 S LINCOLN BLVDVENICEVENICECA90291PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$6,000
COMUNIDADES UNIDAS
1750 WEST RESEARCH WAYSUITE 102WEST VALLEY CITYUT84119PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
CONEJO VALLEY CHURCH OF CHRIST
31225 LA BAYA DR SUITE 214WESTLAKE VILLAGECA91362PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,430
CONEJO VALLEY CHURCH OF CHRIST
31225 LA BAYA DR SUITE 214WESTLAKE VILLAGECA91362PC: 509(A)(1) OR (A)TRIBUTE GRANT$5,000
CREATIVE ACTION
1023 SPRINGDALE ROADBLDG 3 SUITE AAUSTINTX78721PC: 509(A)(1) OR (A)SUPPORT FOR CREATIVE ACTION'S SPARK SCHOOLS PROGRAMMING IN AUSTIN, TX$10,000
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$250
EARTHCORPS
6310 NE 74TH STREET SUITE 201ESEATTLEWA98115PC: 509(A)(1) OR (A)TO SUPPORT CONTINUATION AND EXPANSION OF EARTH CORPS' BLUE CARBON WORK IN THE PACIFIC NORTHWEST.$30,000
EARTHHEART FOUNDATION
PO BOX 146337CHICAGOIL60614PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$4,500
EARTHJUSTICE
50 CALIFORNIA STREETSUITE 500SAN FRANCISCOCA94111PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$500
EXPLORING THE ARTS
34-12 36TH STREETSUITE 2-100ASTORIANY11106PC: 509(A)(1) OR (A)SUPPORT FOR THE FOURTH AND FINAL YEAR OF THE 4-YEAR PLAN FOR ARTS INTEGRATION 4 NYC PARTNER HIGH SCHOOLS$20,000
EXPLORING THE ARTS
34-12 36TH STREETSUITE 2-100ASTORIANY11106PC: 509(A)(1) OR (A)SUPPORT FOR A PILOT PROGRAM WITH TURNAROUND ARTS TO BRING ARTS INTEGRATION TO 4 NYC MIDDLE SCHOOLS$20,000
FORTERRA
901 5TH AVESUITE 2200SEATTLEWA98164PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$50
FRACTURED ATLAS INC
248 WEST 35TH STREET10TH FLOORNEW YORKNY10001PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEWPORTLANDOR97239PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$4,000
FRIENDS OF GREAT SALT LAKE
PO BOX 2655SALT LAKE CITYUT841102655PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
FRIENDS OF THE CHILDREN
44 NE MORRIS STPORTLANDOR97212PC: 509(A)(1) OR (A)SUPPORT FOR PROGRAM EXPANSION TO TACOMA, WA.$25,000
FRIENDS OF THE CHILDREN
44 NE MORRIS STPORTLANDOR97212PC: 509(A)(1) OR (A)SUPPORT FOR PROGRAM EXPANSION TO TACOMA, WA.$4,000
FRIENDS SCHOOL OF PORTLAND
11 US ROUTE ONECUMBERLAND FORESIDEME04110PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
FUSE INNOVATION FUND
1402 3RD AVE STE 406SEATTLEWA98101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$500
GIRLS ON THE RUN OF WESTSOUND
PO BOX 1003TRACYTONWA98393PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
GLOBAL PROJECTS FOR PEACE
PO BOX 337500 N 3RD ST STE105FAIRFIELDIA52556PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
GLOBAL WASHINGTON
1601 5TH AVENUESUITE 1900SEATTLEWA98101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
GROUNDSWELL FUND
548 MARKET STREET 49734SAN FRANCISCOCA94104PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$100
HOUSE OF RUTH
5 THOMAS CIRCLE NWWASHINGTONDC20005PC: 509(A)(1) OR (A)SUPPORT FOR THE FAMILIES FIRST II PROGRAM.$6,000
JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566PC: 509(A)(1) OR (A)SUPPORT FOR THE CHANGING EDUCATION THROUGH THE ARTS (CETA) PROGRAMMING.$25,000
JUNIOR LEAGUE OF HONOLULU
760 HALEKAUWILA STREETSUITE 215HONOLULUHI96813PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,685
KENT YOUTH AND FAMILY SERVICES
232 SECOND AVE S STE 201KENTWA98032PC: 509(A)(1) OR (A)TO SUPPORT COMMUNITY TRAINING TO SCHOOLS, YOUTH, LAW ENFORCEMENT, MENTAL HEALTH PROVIDERS, CLINICS, AND CIVIC GROUPS ABOUT COMMERCIALLY EXPLOITED YOUTH$20,000
KIMBALL ELEMENTARY PTSA
3200 23RD AVE SSEATTLEWA98144PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$1,150
KINNICKINNIC RIVER LAND TRUST
PO BOX 87RIVER FALLSWI54022PC: 509(A)(1) OR (A)TO SUPPORT WORK ON CONTINUED RESTORATION AND ACCESS FOR THE KINNI HEADWATERS/TRUMPETER SWAN PRESERVE PRIORITY AREA AND WORK ON AGRICULTURAL LANDOWNER RELATIONSHIPS AND CONSERVATION EASEMENTS.$45,000
LA CASA NORTE
3533 W NORTH AVENUECHICAGOIL60647PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$10,000
LAKE WYLIE & CLOVER MAYDAY PROJECT
PO BOX 5123LAKE WYLIESC29710PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$620
LAUDHOLM TRUST
342 LAUDHOLM FARM RDWELLSME04090PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
LEGAL COUNSEL FOR YOUTH AND CHILDREN
PO BOX 28629SEATTLESEATTLEWA98118PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$25,000
LINCOLN CITY FOOD PANTRY AT COAST VINEYARD
1505 NE 6TH DRPO BOX 1260LINCOLN CITYOR97367PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
LONG LIVE THE KINGS
1326 FIFTH AVESUITE 450SEATTLEWA98101PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$75,000
MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION
BOX 170UNITYME04988PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
MINNESOTA LAND TRUST
2356 UNIVERSITY AVE WSUITE 240SAINT PAULMN55114PC: 509(A)(1) OR (A)TO SUPPORT THE WORK OF THE TRUST IN AND AROUND WINONA.$5,000
NAMASPA FOUNDATION
1135 NW GALVESTONSUITE BBENDOR97703PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC200013723PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
NAVOS
2600 SW HOLDEN STREETSEATTLEWA98126PC: 509(A)(1) OR (A)TO SUPPORT THE INDEPENDENCE BRIDGE PROGRAM IN BURIEN$20,000
NEW HORIZONS MINISTRIES
2709 3RD AVESEATTLEWA98121PC: 509(A)(1) OR (A)TO SUPPORT THE CEDAR STREET AND NEST ENHANCED SHELTERS$25,000
NEW MEXICO STATE UNIVERSITY FOUNDATION INC
PO BOX 3590LAS CRUCESNM880033590PC: 509(A)(1) OR (A)TO SUPPORT LAB AND FIELD RESEARCH EFFORTS FOR ISAR'S SOIL WORK.$25,000
NEXUS YOUTH AND FAMILIES
1000 AUBURN WAY SOUTHAUBURNWA98002PC: 509(A)(1) OR (A)TO SUPPORT STREET OUTREACH, A YOUTH SHELTER, SCATTERED SITE HOUSING, AND TRANSITIONAL LIVING PROGRAMS FOR HOMELESS YOUTH$20,000
NFP PARENT COOPERATIVE
4127 222ND PL SEBOTHELLWA98021PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$3,000
NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA)
5824 CLOVER DRIVEOAKLANDCA94618PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA)
5824 CLOVER DRIVEOAKLANDCA94618PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$3,000
NINOS DEL SOL
154 GRAND STREETNEW YORKNY10013PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
NORTH COAST BALLET CALIFORNIA
110 HOWARD STREETPETALUMACA94952PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$3,000
NORTHWEST ABORTION ACCESS FUND
PO BOX 10894EUGENEOR97440PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$100
OCEAN FOUNDATION
1320 19TH STREET NW5TH FLOORWASHINGTONDC20036PC: 509(A)(1) OR (A)TO OFFSET LNFF'S CARBON FOOTPRINT IN 2019 THROUGH SUPPORT FOR SEAGRASS GROW, A BLUE CARBON PROJECT OF THE OCEAN FOUNDATION$4,000
OREGON ENVIRONMENTAL COUNCIL
222 NW DAVIS STREETSUITE 309PORTLANDOR97209PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ORINDA WOMAN'S CLUB
PO BOX 533ORINDACA94563PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
OUT OF THE BOX THEATRICS INC
250 W 75TH ST APT 4CNEW YORKNY10023PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
PASADENA EDUCATIONAL FOUNDATION
351 SOUTH HUDSON AVENUE153PASADENACA91101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$3,000
PASADENA SYMPHONY ASSOCIATION
2 NORTH LAKE AVESUITE 1080PASADENACA91101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
PAWS HUMANE INC
4900 MILGEN ROADCOLUMBUSGA31907PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
PAWS
PO BOX 1037LYNNWOODWA98046PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$265
PINE TREE HOSPICE
883 WEST MAIN STDOVERFOXCROFTME04426PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STNEW YORKNY10038PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$500
POWERFUL VOICES
1620 18TH AVE SUITE 100SEATTLESEATTLEWA98122PC: 509(A)(1) OR (A)TO SUPPORT ONE-ON-ONE MENTORSHIP AS WELL AS NEW GROUP WORKSHOPS AND DROP-IN COACHING SESSIONS FOR THE STUDENT ADVOCATE PROGRAM$25,000
PYE GLOBAL
PO BOX 1481LANGLEYWA98260PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$3,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE SSEATTLEWA98118PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$250
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVE SUITE 101PORTLANDOR97209PC: 509(A)(1) OR (A)TO SUPPORT RIGHT BRAIN INITIATIVE'S PUSH-IN PROFESSIONAL DEVELOPMENT PROGRAMMING$35,000
RHODE ISLAND COMMUNITY FOOD BANK
PO BOX 817PROVIDENCERI02901PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ROGUE BASIN PARTNERSHIP
PO BOX 1214MEDFORDOR97501PC: 509(A)(1) OR (A)TO SUPPORT THE CAPACITY OF THIS DEVELOPING RESTORATION BACKBONE ORGANIZATION AND TO SUPPORT MEMBER ORGANIZATIONS IN IMPLEMENTING THE ROGUE BASIN RESTORATION ACTION PLAN.$90,000
ROGUE RIVER WATERSHED COUNCIL
89 ALDER STCENTRAL POINTOR97502PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
RYTHER
2400 NE 95TH STREETSEATTLEWA98115PC: 509(A)(1) OR (A)TO SUPPORT THE TRANSITIONAL YOUTH SERVICES PROGRAM$25,000
SAINT MARY'S COLLEGE OF CALIFORNIA
1928 ST MARYS ROADPBM 4300MORAGACA94575PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
SAN FRANCISCO WALDORF SCHOOL ASSOCIATION
2938 WASHINGTON STREETSAN FRANCISCOCA94115PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCASANTA FENM87505PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
SAVE THE BAY
100 SAVE THE BAY DRIVEPROVIDENCERI02905PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
SEATTLE AQUARIUM SOCIETY
1483 ALASKAN WAY PIER 59SEATTLEWA98101PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$1,400
SEATTLE OFFICE OF ARTS & CULTURE (CREATIVE ADVANTAGE FISCAL SPONSOR THE SEA
PO BOX 94748SEATTLEWA981244748GOVERNMENTALSUPPORT TO BRING BOALS THEATRE OF THE OPPRESSED TECHNIQUES TO SECONDARY SCHOOL LANGUAGE ARTS AND SOCIAL STUDIES TEACHERS TO INTEGRATE THEATER IN THE NEW ETHNIC STUDIES CURRICULUM IN THE SEATTLE PUBLIC SCHOOLS (SPS)$35,000
SEATTLE WORKS
240 2ND AVE S SUITE 208SEATTLEWA98104PC: 509(A)(1) OR (A)HONORARIUM$2,500
SIGHTLINE INSTITUTE
1402 THIRD AVENUE SUITE 500SEATTLEWA98101PC: 509(A)(1) OR (A)TO SUPPORT SIGHTLINE'S THIN GREEN LINE AND FARMS AND FORESTS PROGRAMS.$40,000
SING FOR YOUR SENIORS
40 W 87TH ST3ANEW YORKNY10024PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
SMYAL
410 7TH STREET SEWASHINGTONDC20003PC: 509(A)(1) OR (A)SUPPORT FOR YOUTH LEADERSHIP DEVELOPMENT PROGRAMMING.$6,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$250
SPARK NORTHWEST
1402 3RD AVESUITE 901SEATTLEWA98101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ST GEORGE'S SCHOOL
372 PURGATORY ROADMIDDLETOWNRI02842PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ST MICHAEL'S COUNTRY DAY SCHOOL
180 RHODE ISLAND DRIVENEWPORTRI02840PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
ST MARGARET'S EPISCOPAL CHURCH
1830 CONNECTICUT AVENUEWASHINGTONDC20009PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
STOLEN YOUTH
PO BOX 296SEATTLEWA98111PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
SUNRISE MOVEMENT EDUCATION FUND
50 F STREET NWSUITE 700WASHINGTONDC20001PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT.$2,500
TEAMCHILD
1225 SOUTH WELLER STREETSUITE 420SEATTLEWA98144PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$15,000
TEDDY BEAR CANCER FOUNDATION
3892 STATE STREET STE 220SANTASANTA BARBARACA93105PC: 509(A)(1) OR (A)SUPPORT FOR COUNSELING GROUP FOR CHILDREN AND SCHOOL SUPPORT PROGRAMMING.$7,000BARBARA
THE GREATER SEATTLE BUREAU OF FEARLESS IDEAS
8414 GREENWOOD AVE NSEATTLESEATTLEWA98103PC: 509(A)(1) OR (A)SUPPORT FOR YOUTH ADVISORY BOARD PROGRAMMING.$4,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240SEATTLEWA98144PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$150
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240SEATTLEWA98144PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$25,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240SEATTLEWA98144PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$100
THE PACIFIC FOREST TRUST
1001-A OREILLY AVESAN FRANCISCOCA94129PC: 509(A)(1) OR (A)TO SUPPORT PACIFIC FOREST TRUSTS WORK TO BUILD A CONSISTENT APPROACH TO MANAGING FORESTS AND OTHER LANDS FOR CLIMATE BENEFITS ACROSS THE WEST COAST STATES.$25,000
THE SOLUTIONS PROJECT
4096 PIEDMONT AVE 728OAKLANDCA94611PC: 509(A)(1) OR (A)TO SUPPORT THE SOLUTION PROJECT'S STORYTELLING AND MEDIA WORK.$25,000
THURGOOD MARSHALL PTA
2401 S IRVING STREETSEATTLEWA98144PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$250
TREEHOUSE
2100 24TH AVE S SUITE 200SEATTLEWA98144PC: 509(A)(1) OR (A)SUPPORT FOR GRADUATION SUCCESS PROGRAM.$6,000
TROUT UNLIMITED - DRIFTLESS
E7740 HASTINGS LANEWESTBYWI54667PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$5,000
TRUCKEE RIVER WATERSHED COUNCIL
PO BOX 8568TRUCKEECA96162PC: 509(A)(1) OR (A)GENERAL OPERATING SUPPORT$60,000
TURNAROUND ARTS (PROGRAM OF KENNEDY CENTER)
2700 F STREET NWWASHINGTONDC20566PC: 509(A)(1) OR (A)SUPPORT FOR TURNAROUND ARTS' 2019 SUMMER LEADERSHIP RETREAT$40,000
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100SEATTLEWA98139PC: 509(A)(1) OR (A)TO SUPPORT THE NATIVE FOSTER YOUTH OUTDOOR EDUCATION PROGRAM$25,000
UNIVERSITY PLACE NORTH TACOMA YOUNG LIFE
3102 S 23RD STTACOMAWA98405PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
VALLEY STEWARDSHIP NETWORK INC
110 MAIN STVIROQUAWI54665PC: 509(A)(1) OR (A)TO SUPPORT PRODUCTION OF A RESOURCE GUIDE FOR LANDOWNERS AND VISITORS TO THE KICKAPOO; WORK ON BIRD HABITAT ENHANCEMENT; AND WORK TO BUILD ORGANIZATIONAL CAPACITY.$20,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400SEATTLEWA98101PC: 509(A)(1) OR (A)TO SUPPORT POWER PAST COAL, STAND UP TO OIL, AND POWER PAST FRACKED GAS.$60,000
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVESUITE 300SEATTLEWA98104PC: 509(A)(1) OR (A)EMPLOYEE MATCHING GRANT$1,000
WATER 1ST INTERNATIONAL
1904 3RD AVESTE 1012SEATTLEWA98101PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$2,000
WELCHES SCHOOL
24901 E SALMON RIVER ROADWELCHESOR97067GOVERNMENTALHONORARIUM$1,000
WINONA COUNTY HISTORICAL SOCIETY
160 JOHNSON STWINONAMN55897PC: 509(A)(1) OR (A)TAPROOT MATCHING GRANT$1,000
WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROADVIENNAVA22182PC: 509(A)(1) OR (A)SUPPORT FOR TEACHING ARTIST RESIDENCIES AND WORKSHOPS IN TWO CREATIVITY CONNECTS CITIES (CHARLESTON, SC, AND MILWAUKEE, WI).$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,438,930TotalGrantOrContriPdDurYrAmt
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$981ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$691,963ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$454,387ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPRI LOAN INTERESTDesc
Related Or Exempt Function Incm$20,342RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,147,331ExclusionAmt
Related Or Exempt Function Incm$20,342RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,167,673TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementPRI LOAN INTERESTRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LAIRD NORTON COMPANY
1801 2ND AVE STE 1700SEATTLEWA981041520$179,778Yes (X)
LAURIE LUCAS
2801 2ND AVE STE 1700SEATTLEWA981041520$5,000Yes (X)
PAULA AND BILL CLAPP
3801 2ND AVE STE 1700SEATTLEWA981041520$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$22,491Amt
Net Investment Income$4,498NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$17,993DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
WHOOSHH INNOVATIONS
2001 WEST GARFIELD STREET PIER 91 -PORT OF SEATTSEATTLEWA981192014-12-17$100,000TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE.$100,000NONE7/11/2015, 4/13/2017, 4/11/2018, 2/21/19, 4/8/19, 2/2/20, 3/12/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ECOTRUST FOREST MANAGEMENT
721 NW 9TH AVENUE SUITE 200PORTLANDOR972092014-12-17$200,000DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS.$200,000NONE6/12/2017, 4/30/2018, 5/1/2019, 3/30/2020THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII-B, LINES 5A(4) & 5C:FormAndLineReferenceDesc
Medium ExplanationFORM 990-PF, PART VII-B, LINE 5A(4) AND LINE 5C ARE BEING MARKED AS "YES" TO PROPERLY TRANSMIT DISCLOSURES RELATED TO EXPENDITURE RESPONSIBILITY GRANTS MADE IN PRIOR YEARS. THERE WERE NO NEW GRANTS REQUIRING EXPENDITURE RESPONSIBILITY IN 2019.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND MUTUAL FUNDSBondNm
EOY Book Value$6,539,691EOYBookValueAmt
EOYFMV$6,539,691EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTERNATIONAL EQUITIES$345,235$345,235
DIVERSIFIED EMERGING MARKETS$4,549,799$4,549,799
FOREIGN LARGE GROWTH$4,280,808$4,280,808
LARGE BLEND$3,193,172$3,193,172
FOREIGN SMALL/MID BLEND$2,212,203$2,212,203
FOREIGN LARGE VALUE$2,170,880$2,170,880
SMALL BLEND$1,017,900$1,017,900
MULTI ALTERNATIVE$495,597$495,597
MID-CAP BLEND$431,485$431,485
DOMESTIC EQUITIES$10,545,089$10,545,089

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LNWM RENEWABLE POWER FUND LPFMV$1,046,989$1,046,989
ARTISAN THEMATIC PARTNERS LPFMV$1,317,026$1,317,026

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFURNITURE & FIXTURESCategoryOrItemTxt
Cost Or Other Basis$20,300CostOrOtherBasisAmt
Accumulated Depreciation$13,195AccumulatedDepreciationAmt
Book Value$7,105BookValueAmt
EOYFMV$7,105EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTSDesc
BOY Book Value$900,000BOYBookValueAmt
EOY Book Value$1,050,000EOYBookValueAmt
EOYFMV$1,050,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER & INFRASTRUCTURE$7,246$1,449$0$5,797
MEMBER DUES & SUBSCRIPTIONS$20,308$0$0$20,308
INSURANCE$2,404$481$0$1,923
DEDUCTIONS FROM PARTNERSHIP INVESTMENTS$0$9,878$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPRI LOAN INTERESTDesc
Revenue And Expenses Per Books$20,342RevenueAndExpensesPerBooksAmt
Net Investment Income$20,342NetInvestmentIncomeAmt
Adjusted Net Income$20,342AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$5,335,436Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$135,150$135,150$0$0
OTHER PROFESSIONAL FEES$19,322$3,864$0$12,257

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$35,000$0$0$0
OTHER TAXES$303$0$0$303
FOREIGN TAXES PAID$22,579$22,579$0$0
UNRELATED BUSINESS INCOME TAX$1,500$0$0$0

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