2018-11-12T10:46:37-06:00 2017-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2017-01-01 916339917 LAIRD NORTON FAMILY FOUNDATION LAIR 2065014510 801 SECOND AVENUE 17TH FLOOR SEATTLE WA 98104 KATIE BRIGGS MANAGING DIRECTOR 2065014510 2018-11-08 1 JENNIFER BECKER HARRIS P00183358 4254544919 2018-11-08 65.158.230.194 2018-11-08 10:07:49 PS P 2DE068ACBFA10A31F139242116409E8904B6E6F4 C9F9C51E4759B1D0B54810A8D28ACE637C57C685 2017 2019-02-21 02:37:17Z X 40171516 X 153212 288 288 851467 851505 614195 10627628 614195 9974 9974 1629136 1475962 130002 13000 117002 58010 0 64573 39371 3937 35499 1263 0 773 24884 2488 22396 144021 131474 13124 5198 0 175 4060 0 37838 7413 30425 72528 5521 76174 517175 163833 360141 1130329 1130329 1647504 163833 1490470 -18368 1312129 50584 309237 309237 1286414 2193787 2193787 3646 29435944 31995257 31995257 4037783 4320427 4320427 0 387583 387583 20300 5075 19285 15225 15225 950000 950000 950000 35783656 40171516 40171516 11962 18677 11962 18677 X 35771694 40152839 35771694 40152839 35783656 40171516 35771694 -18368 4399513 40152839 0 40152839 PUBLICLY TRADED SECURITIES 2017-12-31 10176299 10013433 162866 162866 CAPITAL GAIN DISTRIBUTIONS P 2017-12-31 451329 451329 451329 614195 0 1660305 34010542 0.048817 2089889 36096486 0.057897 2194715 37826506 0.058021 1596224 35898352 0.044465 1522039 33324251 0.045674 0.254874 0.050975 36817818 1876788 13121 1889909 1490470 26243 0 26243 0 26243 16215 15000 0 31215 X 0 4972 4972 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.LAIRDNORTON.ORG KATIE BRIGGS 2065014510 801 SECOND AVE SUITE 1700 SEATTLE WA 98104 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 KATIE BRIGGS 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 MANAGING DIRECTOR 40.00 130002 17685 0 GRAHAM BROWN 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 CHAIR 2.00 0 0 0 ANDREAS UELAND 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 SECRETARY 1.00 0 0 0 CHARLES RICHARDSON JR 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 TREASURER (JAN - JUNE) 1.00 0 0 0 ADAM KUHLMANN 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 TREASURER (JULY - DEC) 1.00 0 0 0 NORAH HEINTZ 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 VICE CHAIR 1.00 0 0 0 DAVID KANE 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 CHRIS TAYLOR 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 DIRECTOR (SEPT - DEC) 1.00 0 0 0 CATHERINE SLAYMAKER 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 ASSOCIATE DIRECTOR 1.00 0 0 0 HANNAH EVANS 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 ASSOCIATE DIRECTOR 1.00 0 0 0 ALLISON PARKS 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 STEVEN SCOTT 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 LINDSAY HALL 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 NICOLE STEINWEDELL 801 2ND AVE 17TH FLOOR SEATTLE WA 98104 ASSOCIATE DIRECTOR 1.00 0 0 0 NONE 0 LAIRD NORTON WEALTH MANAGEMENT 801 2ND AVE SUITE 1600 SEATTLE WA 98104 INVESTMENT SERVICES 131474 0 0 35825195 1313317 239983 37378495 0 0 37378495 560677 36817818 1840891 1840891 26243 26243 1814648 0 1814648 0 1814648 1490470 0 1490470 0 1490470 1814648 369645 0 0 1490470 369645 0 0 1120825 0 0 0 0 0 0 0 0 693823 0 0 0 X 2ND MILK 9845 PINTAIL WAY SPRINGDALE AR 72762 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 250 ALLIANCE DEFENDING FREEDOM 15100 NE 90TH ST SCOTTSDALE AZ 85260 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 AMERICAN CONSERVATORY THEATER 30 GRANT AVE SAN FRANCISCO CA 94108 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 15000 ARTHRITIS FOUNDATION 2261 LA POSITAS RD SANTA BARBARA CA 93105 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ARTS & MEDIA PREPARATORY ACADEMY 905 WINTHROP ST BROOKLYN NY 11203 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 1000 ARTS CORPS 4408 DELRIDGE WAY SW SUITE 110 SEATTLE WA 98106 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 30000 ARTS FOR THE SCHOOLS PO BOX 866 TRUCKEE CA 96160 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 30000 ARTS IMPACT PSESD / 800 SW OAKESDALE AVE RENTON WA 98057 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 30000 AS YOU SOW 1611 TELEGRAPH AVE SUITE 1450 OAKLAND CA 94612 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 30000 ASPCA PO BOX 96929 WASHINGTON DC 20090 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 BAINBRIDGE ARTISAN RESOURCE NETWORK 221 WINSLOW WAY WEST BOX 205 BAINBRIDGE WA 98110 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 BEN'S BELLS 40 W BROADWAY BLVD TUCSON AZ 85701 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 BEYOND THE GRADE 4607 RAINTREE BLVD AUSTIN TX 78748 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 5000 BONNEVILLE ENVIRONMENTAL FOUNDATION 240 SW 1ST AVENUE PORTLAND OR 97204 PC: 509(A)(1) OR (A) OPERATING SUPPORT - MIDWEST EXPLORATION 25000 BONNEVILLE ENVIRONMENTAL FOUNDATION 240 SW 1ST AVENUE PORTLAND OR 97204 PC: 509(A)(1) OR (A) OPERATING SUPPORT - HOOD CANAL 15000 BONNEVILLE ENVIRONMENTAL FOUNDATION 240 SW 1ST AVENUE PORTLAND OR 97204 PC: 509(A)(1) OR (A) OPERATING SUPPORT - ROGUE RIVER 30000 CALCAN (CA CLIMATE & AGRICULTURE NETWORK) PO BOX 1366 SEBASTOPOL CA 95473 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 15000 CAPE COD THEATRE CO - HARWICH JR THEATER PO BOX 168 WEST HARWICH MA 02671 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 CARBON CYCLE INSTITUTE 245 KENTUCKY ST PETALUMA CA 94952 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 15000 CENTER FOR SUSTAINABLE ECONOMY 1294 14TH STREET WEST LINN OR 97068 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 20000 CLIMATE SOLUTIONS 1402 3RD AVE STE 1305 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 40000 CONEJO VALLEY CHURCH OF CHRIST 2525 E HILLCREST DR THOUSAND OAKS CA 91362 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 785 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 EARTH MINISTRY 6512 - 23RD AVE NW STE 317 SEATTLE WA 98117 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 150 EARTHCORPS 6310 NE 74TH STREET SUITE 201E SEATTLE WA 98115 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 30000 EARTHHEART FOUNDATION 2508 N BURLING ST CHICAGO IL 60614 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 6000 EARTHHEART FOUNDATION 2508 N BURLING ST CHICAGO IL 60614 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 EARTHHEART FOUNDATION 2508 N BURLING ST CHICAGO IL 60614 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 EARTHJUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO CA 94111 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 500 ECO-JUSTICE MINISTRIES 400 S WILIAMS ST DENVER CO 80209 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 100 EL PUENTE DE WILLIAMSBURG 211 S 4TH STREET BROOKLYN NY 11211 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 500 ELAW 1412 PEARL STREET EUGENE OR 97401 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - GLOBAL 35000 ELAW 1412 PEARL STREET EUGENE OR 97401 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 EXPLORING THE ARTS 28 W 44TH STREET 16TH FLOOR NEW YORK NY 10036 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 25000 FAMILY LAW CASA 810 3RD AVE SUITE 700 SEATTLE WA 98104 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 500 FAMILY LAW CASA 810 3RD AVE SUITE 700 SEATTLE WA 98104 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 2250 FORTERRA 615 - 2ND AVE STE 600 SEATTLE WA 98104 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 500 FRIENDS OF ALTA PO BOX 8126 ALTA UT 84092 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 GEOS INSTITUTE 84 - 4TH STREET ASHLAND OR 97520 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 20000 GLOBAL WASHINGTON 500 UNION ST STE 801 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 GREENFAITH INC 101 S 3RD AVE STE 12 HIGHLAND PARK NJ 08904 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 150 GREGORY JACKSON SCHOOL OF SPORTS ART & TECHNOLOGY 213 OSBORN ST BROOKLYN NY 11212 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 1000 HEAD FIRST DEVELOPMENT 3267 E 3300 S STE 131 SALT LK CITY UT 84109 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 7200 HISPANIC FEDERATION INC 55 EXCHANGE PLACE 5TH FLOOR NEW YORK NY 10005 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 INVESTIGATE WEST PO BOX 9574 SEATTLE WA 98109 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 500 JFK CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CETA GRANT 33000 JFK CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TURNAROUND ARTS 42000 JOHN MUIR ELEMENTARY PTSA 14012 132ND AVE NE KIRKLAND WA 98034 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 KIDS FOR PEACE 1302 PINE AVE CARLSBAD CA 92008 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 5500 KIMBALL ELEMENTARY PTSA 3200 - 23RD AVE S SEATTLE WA 98144 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 750 KUOW 4518 UNIVERSITY WAY NE STE 310 SEATTLE WA 98105 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 120 LAKE WYLIE & CLOVER MAYDAY PROJECT PO BOX 5123 LAKE WYLIE SC 29710 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 604 LAUDHOLM TRUST 342 LAUDHOLM FARM RD WELLS ME 04090 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 LINCOLN CITY FOOD PANTRY AT COAST VINEYARD PO BOX 1260 LINCOLN CITY OR 97367 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 LONG LIVE THE KINGS 1326 FIFTH AVE SUITE 450 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - WATERSHED 60000 MAINE ORGANIC FARMERS & GARDENERS ASSOC BOX 170 UNITY ME 04988 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 MIWOK VALLEY ELEMENTARY PTA 1010 ST FRANCIS DR PETALUMA CA 94954 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 MUSEUM OF CHILDREN'S ART 1625 CLAY ST SUITE 100 OAKLAND CA 94612 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 20000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 W 20TH ST NEW YORK NY 10011 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 500 NEW HORIZONS MINISTRIES 2709 - 3RD AVE SEATTLE WA 98121 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 6000 NEWPORT ART MUSEUM 76 BELLEVUE AVENUE NEWPORT RI 02840 PC: 509(A)(1) OR (A) IN HONOR OF RETIRING BOARD MEMBER 5000 NICARAGUAN EDUCATION & RESOURCE CTR 5824 CLOVER DRIVE OAKLAND CA 94618 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 NINOS DEL SOL 85 CIRCLE LOOP STATEN ISLAN NY 10304 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 NORTH COAST BALLET CALIFORNIA 110 HOWARD ST PETALUMA CA 94952 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 NOTRE DAME DES VICTOIRES 659 PINE STREET SAN FRANCISCO CA 94108 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 NOTRE DAME DES VICTOIRES 659 PINE STREET SAN FRANCISCO CA 94108 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 OREGON ENVIRONMENTAL COUNCIL 222 NW DAVIS STREET SUITE 309 PORTLAND OR 97209 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ORINDA WOMEN'S CLUB 4097 SUGAR MAPLE DRIVE DANVILLE CA 94506 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 PACIFIC FOREST TRUST 1001-A OREILLY AVE SAN FRANCISCO CA 94129 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 30000 PACIFIC INSTITUTE 654 13TH ST PRESERVATION PARK OAKLAND CA 94612 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 5000 PASADENA SYMPHONY ASSOCIATION 2 NORTH LAKE AVE SUITE 1080 PASADENA CA 91101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 PINE TREE HOSPICE 883 WEST MAIN ST DOVERFOXCROFT ME 04426 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 PLANNED PARENTHOOD 123 WILLIAM STREET NEW YORK NY 10038 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 250 PLYMOUTH HOUSING GROUP 2113 - 3RD AVE SEATTLE WA 98121 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 500 PORT GAMBLE S'KLALLAM TRIBE 31912 LITTLE BOSTON ROAD NE KINGSTON WA 98346 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - WATERSHED 25000 PORTLAND CENTRAL YOUNG LIFE 809 N RUSSELL ST 202 PORTLAND OR 97227 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 MT AUBURN ST CAMBRIDGE MA 02138 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 1000 REGIONAL ARTS & CULTURE COUNCIL 411 NW PARK AVE SUITE 101 PORTLAND OR 97209 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 30000 RHODE ISLAND COMMUNITY FOOD BANK PO BOX 817 PROVIDENCE RI 02901 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ROGUE BASIN PARTNERSHIP PO BOX 1214 MEDFORD OR 97501 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - WATERSHED 100000 SAFEFUTURES YOUTH CENTER 6337 - 35TH AVE SW SEATTLE WA 98126 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - BOARD GRANT 10000 SALISBURY SCHOOL 251 CANAAN RD SALISBURY CT 06068 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1500 SANTA FE PREPARATORY SCHOOL 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 SAVE THE BAY 100 SAVE THE BAY DRIVE PROVIDENCE RI 02905 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 SEATTLE LUTHERAN HS 4100 SW GENESSEE ST SEATTLE WA 98116 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 SEATTLE WORKS 240 - 2ND AVE S STE 208 SEATTLE WA 98104 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 250 SEEDS OF HEAVEN PO BOX 337 FAIRFIELD IA 52556 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 SIGHTLINE INSTITUTE 1402 THIRD AVENUE SUITE 500 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 40000 SING FOR YOUR SENIORS 40 W 87TH ST 3A NEW YORK NY 10024 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 500 SPLASH 1115 EAST PIKE STREET SEATTLE WA 98122 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - GLOBAL 35000 SRAVASTI ABBEY 692 COUNTRY LANE NEWPORT WA 99156 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ST MICHAEL'S COUNTRY DAY SCHOOL 180 RHODE ISLAND DRIVE NEWPORT RI 02840 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 2000 STOLEN YOUTH PO BOX 296 SEATTLE WA 98111 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 THE COFFEE OASIS 837 4TH STREET BREMERTON WA 98337 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 4000 THE NEW HOLLYWOOD 137 N LARCHMONT STE 151 LOS ANGELES CA 90004 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 920 THE SEATTLE FOUNDATION 1601 - 5TH AVE STE 1900 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - THE CREATIVE ADVANTAGE 25000 TRUCKEE RIVER WATERSHED COUNCIL PO BOX 8568 TRUCKEE CA 96162 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - WATERSHED 45000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 200 UNIVERSITY CONGREGATIONAL CHURCH 4515 - 16TH AVE SEATTLE WA 98105 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 200 UNIVERSITY OF MINNESOTA FDN 200 OAK ST SE STE 500 MINNEAPOLIS MN 55455 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 UNIVERSITY PLACE PRESBYTERIAN CHURCH 8101 - 27TH STREET W UNIVERSITY PLACE WA 98466 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 300 URBAN FOREST CARBON REGISTRY 999 THIRD AVE 4600 SEATTLE WA 98104 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 20000 WASHINGTON ENVIRONMENTAL COUNCIL 1402 3RD AVE SUITE 1400 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 10000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC: 509(A)(1) OR (A) EMPLOYEE MATCHING DONATION 750 WATER 1ST INTERNATIONAL 1904 3RD AVE STE 1012 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - GLOBAL 35000 WATER 1ST INTERNATIONAL 1904 3RD AVE STE 1012 SEATTLE WA 98101 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 900 WATERWATCH OF OREGON 213 SW ASH STE 208 PORTLAND OR 97204 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 WESTSIDE SCHOOL 10404 34TH AVE SW SEATTLE WA 98146 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 200 WILLAMETTE PARTNERSHIP 4640 SW MACADAM AVE STE 50 PORTLAND OR 97239 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - CLIMATE CHANGE 25000 WINONA COUNTY HISTORICAL SOCIETY 160 JOHNSON ST WINONA MN 55897 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS 1645 TRAP RD VIENNA VA 22182 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - ARTS FAC 18000 YOUNG LIFE COLLEGE ORANGE COUNTY 381 E 18TH ST 4 COSTA MESA CA 92627 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 YOUNG LIFE OF UNIVERSITY PLACE & NORTH TACOMA 3102 S 23RD ST TACOMA WA 98405 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - TAPROOT MATCHING 1000 ZGIRLS FOUNDATION 500 YALE AVE N SEATTLE WA 98109 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT - SAPLING 6000 1130329 0 14 288 14 851467 18 614195 PRI LOAN INTEREST 9974 0 1465950 9974 1475924 11A PRI LOAN INTEREST 0 0 0 0 0 0 0 0 0 0 X X 1 LAIRD NORTON REAL ESTATE INC 801 2ND AVENUE SUITE 1700 SEATTLE WA 98104 152412 X ACCOUNTING FEES 24884 2488 22396 WHOOSHH INNOVATIONS 2001 WEST GARFIELD STREET PIER 91 - PORT OF SEATTLE BLDG 156 SEATTLE WA 98119 2014-12-17 100000 TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE. 100000 NONE 7/11/2015, 4/13/2017, 4/11/2018 THE 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 200 PORTLAND OR 97209 2014-12-17 200000 DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS. 200000 NONE 6/12/2017, 4/30/2018 THE 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. CANOPY LLC PO BOX 2567 GIG HARBOR WA 98335 2015-06-23 100000 TO DEVELOP EDUCATION AND TRAINING PROGRAMS FOR INVESTMENT MANAGERS, ENTREPRENEURS, AND CANOPY MEMBERS WITH THE INTENTION OF TRAINING INDIVIDUALS FOR THE PURPOSE OF IMPROVING OR DEVELOPING THEIR CAPABILITIES IN THE AREA OF IMPACT INVESTING AND THE USE OF SPECIALIZED FUNDS TO FOCUS ON COMMUNITY AND REGIONAL ADVANCEMENT. CANOPY, LLC WAS DISSOLVED IN 2016. 100000 NONE 7/21/2016, 4/19/2017 THE 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. FORM 990-PF, PART VII-B, LINES 5A(3) & 5C: FORM 990-PF, PART VII-B, LINE 5A(3) 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 2017. 186361 SHS BLACKROCK STRATEGIC INCOME 1856161 1856161 238786 SHS TIAA-CREF SOC CHOICE BOND 2464266 2464266 250 SHS ADVANCED AUTO PARTS 24917 24917 65 SHS CHIPOTLE MEXICAN GRILL INC 18787 18787 520 SHS DISNEY WALT CO 55905 55905 165 SHS FORD MOTOR CO DEL 2061 2061 365 SHS HOME DEPOT INC 69178 69178 355 SHS LOWES COS INC 32994 32994 135 SHS MOHAWK INDUSTRIES INC 37247 37247 202 SHS SNAP ON INC 35209 35209 615 SHS COLGATE PALMOLIVE CO 46402 46402 240 SHS COSTCO WHOLESALE CORP 44669 44669 485 SHS LAUDER ESTEE COS CL-A 61711 61711 860 SHS MONDELEZ INTERNATIONAL INC 36808 36808 520 SHS PEPSICO INC 62358 62358 510 SHS CIMAREX ENERGY CO 62225 62225 655 SHS EOG RES INC 70681 70681 1350 SHS FIFTH THIRD BANCORP 40959 40959 1100 SHS JP MORGAN CHASE & CO 117634 117634 690 SHS MORGAN STANLEY 36204 36204 495 SHS NORTHERN TR CORP 49446 49446 220 SHS PNC FINANCIAL SERVICES GROUP 31744 31744 115 SHS SIMON PROPERTY GROUP INC 19750 19750 680 SHS BAXTER INTL INC 43955 43955 190 SHS BIOGEN INC 60528 60528 660 SHS BRISTOL MYERS SQUIBB CO 40445 40445 565 SHS GILEAD SCIENCES INC 40477 40477 605 SHS JOHNSON & JOHNSON 84531 84531 1040 SHS MERCK & CO INC 58521 58521 85 SHS REGENERON PHARMACEUTICALS INC 31957 31957 190 SHS UNITEDHEALTH GROUP INC 41887 41887 430 SHS CARLISLE COS INC 48870 48870 260 SHS CUMMINS INC 45926 45926 455 SHS DANAHER CORP 42233 42233 445 SHS KANSAS CITY SOUTHERN 46823 46823 565 SHS SOUTHWEST AIRLINES CO 36979 36979 230 SHS 3M CO 54135 54135 137 SHS ALPHABET INC CL C 143357 143357 480 SHS ANALOG DEVICES INC 42734 42734 1225 SHS APPLE INC 207307 207307 1085 SHS APPLIED MATERIALS INC 55465 55465 315 SHS CME GROUP INC. 46006 46006 440 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP 31249 31249 1615 SHS MICROSOFT CORP 138147 138147 1600 SHS ORACLE CORPORATION 75648 75648 24 SHS PRICELINE GROUP INC 41706 41706 635 SHS VISA INC 72403 72403 1586 SHS VERIZON COMMUNICATIONS 83947 83947 380 SHS AMERICAN WATER WORKS CO INC 34766 34766 835 SHS AVANGRID INC 42234 42234 410 SHS ALBEMARLE CORP 52435 52435 370 SHS APTARGROUP INC 31924 31924 295 SHS ECOLAB INC 39583 39583 220 SHS INTERNATIONAL FLAVORS & FRAGRANCES 33574 33574 340 SHS PPG INDS INC 39719 39719 485 SHS CROWN CASTLE INTL CORP REIT 53840 53840 1445 SHS HANNON ARMSTRONG SUSTAINABLE REIT 34767 34767 895 SHS WEYERHAEUSER CO CEIT 31558 31558 2280 SHS 8POINT3 ENERGY PARTNERS LP 34679 34679 820 SHS NIELSEN HOLDINGS PLC 29848 29848 300 SHS ROYAL CARIBBEAN CRUISES LTD 35784 35784 238 SHS AON PLC 31892 31892 785 SHS NOVO-NORDISK A S SPONS ADR 42131 42131 505 SHS CHECK POINT SOFTWARE TECH LTD 52328 52328 77691 SHS AMERICAN BEACON IONIC ST-Y 649501 649501 337072 SHS AQR STYLE PREMIA 3508920 3508920 23581 SHS CALVERT 600615 600615 17779 SHS LONGLEAF PARTNERS 490687 490687 76152 SHS PARNASSUS CORE EQUITY INSTL 3253956 3253956 555943 SHS TIAA-CREF SOC LW CARBON 7032673 7032673 94475 SHS ABERDEEN EMERGING MKTS FUND 1524824 1524824 44272 SHS BOSTON COMMON INT'L FUND 1358708 1358708 144063 SHS CALVERT INTL OPPORTUNIT FD-I 2614742 2614742 21521 SHS EATON VANCE PARAMETRIC 1125344 1125344 28756 SHS FIDELITY NEW MARKETS 466423 466423 104245 SHS JOHCM INT'L SELECT 2349675 2349675 78185 SHS TWEEDY BROWNE GLOBAL VALUE FUND 2227494 2227494 132327 SHS VIRTUS EMERGING MKTS OPPOR-I 1598508 1598508 LNWM RENEWABLE POWER FUND LP FMV 387583 387583 FURNITURE & FIXTURES 20300 5075 15225 15225 LEGAL FEES 1263 0 773 PROGRAM RELATED INVESTMENTS 950000 950000 950000 COMPUTER & INFRASTRUCTURE 6000 0 9646 MEMBER DUES & SUBSCRIPTIONS 9610 0 9610 INSURANCE 2739 0 2739 OFFICE EXPENSES 9462 0 9462 PROGRAM EXPENSES 44717 0 44717 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 5521 0 PRI LOAN INTEREST 9974 9974 9974 UNREALIZED GAINS ON INVESTMENTS 4399513 INVESTMENT MANAGEMENT FEES 131474 131474 0 OTHER PROFESSIONAL FEES 12547 0 13124 EXCISE TAXES 5023 0 0 OTHER TAXES 175 0 175