WALKER FAMILY FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WALKER FAMILY FOUNDATION (EIN 13-4290882)
Tax period
2017-01-01 to 2017-09-20
Filed
2018-08-15
IRS object ID
201842279349302894
Schema version
2017v2.3
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)
Return2018-08-15T16:24:46-05:00ReturnTs
Tax Period End2017-09-20TaxPeriodEndDt

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 Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134290882EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALKBusinessNameControlTxt
Phone2066222294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 FIFTH AVENUE NO 1900AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTONY MESTRESPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2066222294PhoneNum
Signature2018-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE M SEARINGPreparerPersonNm
PTINP00000565PTIN
Phone4254544919PhoneNum
Preparation2018-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Principal OfficerTONY MESTRESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 FIFTH AVENUE NO 1900AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$353,568GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionWALKER FAMILY FOUNDATION IS ORGANIZED & OPERATED AS A SUPPORTING ORG TO SEATTLE FOUNDATION.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$229,031PYInvestmentIncomeAmt
CY Investment Income$353,568CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$229,031PYTotalRevenueAmt
CY Total Revenue$353,568CYTotalRevenueAmt
PY Grants And Similar Paid$2,661,450PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,937,490CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$51,460PYOtherExpensesAmt
CY Other Expenses$22,265CYOtherExpensesAmt
PY Total Expenses$2,712,910PYTotalExpensesAmt
CY Total Expenses$1,959,755CYTotalExpensesAmt
PY Revenues Less Expenses-$2,483,879PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,606,187CYRevenuesLessExpensesAmt
Total Assets BOY$3,795,721TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$2,247,834TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,547,887NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTYPE I SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) TO SEATTLE FOUNDATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$1,941,642ExpenseAmt
Grant$1,937,490GrantAmt
DescWALKER FAMILY FOUNDATION IS ORGANIZED AND OPERATED AS A SUPPORTING ORGANIZATION TO SEATTLE FOUNDATION. SEATTLE FOUNDATION MAKES GRANTS FOR THE BENEFIT OF RESIDENTS OF THE GREATER PUGET SOUND AREA. WALKER FAMILY FOUNDATION MAKES GRANTS IN SUPPORT OF SEATTLE FOUNDATION'S CHARITABLE PURPOSE.Desc
Total Program Service Expenses$1,941,642TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate OperationsYes (1)TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIRSTIN SANDAASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2066222294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 FIFTH AVENUE SUITE 1900AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARGARET V K WALKER
PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
KATHERINE WALKER
VICE PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
TONY MESTRES
SECRETARY/TREASURER1.0050.00Yes (X)Yes (X)$0$276,345$6,524
KATHERINE A JANEWAY
TRUSTEE1.000.00Yes (X)$0$0$0
WILLIAM LEWIS
TRUSTEE1.000.00Yes (X)$0$0$0
TOM ALBERG
TRUSTEE1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$276,345TotReportableCompRltdOrgAmt
Total Other Compensation$6,524TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,432TotalRevenueColumnAmt
Exclusion$45,432ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$308,136SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$308,136SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$308,136TotalRevenueColumnAmt
Exclusion$308,136ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$353,568TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$353,568ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,937,490TotalAmt
Program Services$1,937,490ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,426TotalAmt
Management And General$8,426ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Total$13,839TotalAmt
Program Services$4,152ProgramServicesAmt
Management And General$9,687ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,959,755TotalAmt
Program Services$1,941,642ProgramServicesAmt
Management And General$18,113ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,795,721BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,795,721BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$370,000BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,877,834BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,247,834BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,547,887BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,547,887BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,795,721BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,606,187ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$141,700NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$200,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN916013536EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,951,328SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,951,328SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 12G. COLUMN (V):GRANTS FOR THE BENEFIT OF SEATTLE FOUNDATION: 689,500 GRANTS PAID TO SEATTLE FOUNDATION: 1,247,990 EXPENSES PAID TO SEATTLE FOUNDATION: 13,838 TOTAL: $ 1,951,328
PART IV, SECTION A, LINE 6:WALKER FAMILY FOUNDATION MAKES GRANTS TO ORGANIZATIONS OTHER THAN SEATTLE FOUNDATION, ITS NAMED SUPPORTED ORGANIZATION. SEATTLE FOUNDATION IS A COMMUNITY FOUNDATION AND MAKES GRANTS TO MANY ORGANIZATIONS. THE ORGANIZATIONAL DOCUMENTS AND APPROVED APPLICATION FOR EXEMPT STATUS OF WALKER FAMILY FOUNDATION STATE IT WILL CONDUCT ACTIVITIES FOR THE BENEFIT OF AND IN FURTHERANCE OF THE CHARITABLE PURPOSES OF ITS NAMED SUPPORTED ORGANIZATION INCLUDING MAKING GRANTS TO ORGANIZATIONS SUPPORTED BY SEATTLE FOUNDATION. UNDER THE DIRECTION AND CONTROL OF THE SUPPORTED ORGANIZATION, WALKER FAMILY FOUNDATION MAKES GRANTS IN FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. AS A RESULT, THIS ACTIVITY DOES NOT CONSTITUTE A PROHIBITED ACTIVITY UNDER TREASURY REGULATION 1.509(A)-4(E)(1). WALKER FAMILY FOUNDATION QUALIFIES AS A TYPE I SUPPORTING ORGANIZATION DESPITE THE FACT IT MAKES GRANTS TO ORGANIZATIONS BEYOND ITS NAMED SUPPORTED ORGANIZATION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
NATIONAL AUDUBON SOCIETY
225 VARICK ST FL 7NEW YORKNY100144396131624102501(C)(3)$250,000TO PROVIDE GENERAL SUPPORT.
AUDUBON WASHINGTON
5902 LAKE WASHINGTON BLVD SSEATTLEWA981183008131624102501(C)(3)$25,000TO PROVIDE GENERAL SUPPORT.
FRIENDS OF WATERFRONT SEATTLE
PO BOX 21272SEATTLEWA981113272800867356501(C)(3)$250,000TO PROVIDE GENERAL SUPPORT.
SEATTLE PARKS FOUNDATION
105 S MAIN ST STE 235SEATTLEWA981043476911998597501(C)(3)$7,500TO PROVIDE GENERAL SUPPORT.
SEATTLE SHAKESPEARE COMPANY
PO BOX 19595SEATTLEWA981091595911512717501(C)(3)$7,500TO PROVIDE GENERAL SUPPORT.
TINY TREES PRESCHOOL
4406 38TH AVE SSEATTLEWA981181611472304154501(C)(3)$10,000TO PROVIDE GENERAL SUPPORT.
TREEHOUSE
2100 24TH AVE S STE 200SEATTLEWA981444643911425676501(C)(3)$10,000TO PROVIDE GENERAL SUPPORT.
UNIVERSITY OF WASHINGTON FOUNDATION GIFT PROCESSING
BOX 359505SEATTLEWA981959505943079432501(C)(3)$25,000DEBATE UNION/SCHOOL OF COMMUNICATIONS
WASHINGTON GREEN SCHOOLS
4649 SUNNYSIDE AVE N STE 303SEATTLEWA981036955275411173501(C)(3)$10,000TO PROVIDE GENERAL SUPPORT.
SEATTLE OPERA
1020 JOHN STSEATTLEWA981095319910760426501(C)(3)$50,000TO PROVIDE GENERAL SUPPORT.
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101916013536501(C)(3)$1,247,990TO PROVIDE GENERAL SUPPORT
KUOW PUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE SUITE 310SEATTLEWA98105912079402501(C)(3)$25,000SUPPORT ENVIRONMENT PROGRAM.
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDUE DILIGENCE IS PERFORMED ON ALL GRANT RECOMMENDATIONS BY THE GRANTS ADMINISTRATOR. GRANTS ARE REVIEWED AND APPROVED UNDER THE DIRECTION AND CONTROL OF THE SUPPORTED ORGANIZATION BY THE SUPPORTING ORGANIZATION BOARD OR THE SUPPORTING ORGANIZATION GRANT COMMITTEE PRIOR TO DISTRIBUTION. A QUORUM MUST BE MET FOR DISTRIBUTION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTONY MESTRESPersonNm
TitleSECRETARY/TREASURERTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$276,345CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,524NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$282,869TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3:THE TOP MANAGEMENT OFFICIAL IS UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SEATTLE FOUNDATION, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL.
SCHEDULE J, PART II:COMPENSATION FOR TONY MESTRES IS PAID BY SEATTLE FOUNDATION, THE SUPPORTED ORGANIZATION. THE AMOUNT REPORTED IN PART II IS BASED ON CALENDAR YEAR 2017 PAID TO TONY MESTRES, ALLOCATED TO THE SHORT PERIOD FINAL RETURN CONSISTENT WITH THE INSTRUCTIONS TO SCHEDULE J.

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidGRANT EXPENSEAssetsDistriOrExpnssPaidDesc
Distribution2017-09-20DistributionDt
Fair Market Value Of Asset$1,247,990FairMarketValueOfAssetAmt
Method Of FMV DeterminationCASHMethodOfFMVDeterminationTxt
EIN916013536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEATTLE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 FIFTH AVENUE SUITE 1900AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
IRC Section509(A)(1)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of Successor0DirectorOfSuccessorInd
Employee Of SuccessorYes (1)EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities PaidYes (1)LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2E:PERSON(S) INVOLVED: TONY MESTRES
PART I, LINE 2E:EXPLANATION OF INVOLVEMENT: TONY MESTRES IS PRESIDENT & CEO OF SEATTLE FOUNDATION BEFORE AND AFTER THE TERMINATION AND LIQUIDATION OF THE WALKER FAMILY FOUNDATION, THE SUPPORTING ORGANIZATION, INTO SEATTLE FOUNDATION, THE SUCCESSOR ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6: VOLUNTEERSTHERE ARE FIVE VOLUNTEER BOARD MEMBERS. BOARD MEMBERS ASSIST WITH THE OPERATIONS OF THE ORGANIZATION AND GRANT OVERSIGHT.
FORM 990, PART III, LINE 3THE ORGANIZATION IS TERMINATING. PLEASE SEE SCHEDULE N.
FORM 990, PART VI, SECTION A, LINE 2MARGARET V. K. WALKER AND KATHERINE WALKER HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6THERE ARE TWO CLASSES OF MEMBERS IN THE BYLAWS FOR THE ORGANIZATION. THE FIRST CLASS IS DESIGNATED TO THE FOUNDATION MEMBER AND THE SECOND CLASS IS DESIGNATED TO THE DONOR MEMBER. THE FOUNDATION MEMBER HAS THE EXCLUSIVE AUTHORITY TO ELECT THE FOUNDATION DIRECTOR CLASS OF THE BOARD OF DIRECTORS AND IS ENTITLED TO TWO VOTES IN ALL VOTING MATTERS. THE DONOR MEMBER HAS THE EXCLUSIVE AUTHORITY TO ELECT THE DONOR CLASS OF THE BOARD OF DIRECTORS AND IS ENTITLED TO ONE VOTE IN ALL VOTING MATTERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION MEMBER IS ABLE TO ELECT THE FOUNDATION CLASS OF THE BOARD AND THE DONOR MEMBER IS ABLE TO ELECT THE DONOR CLASS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BTHE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF SEATTLE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE ENTIRE BOARD IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING. SUFFICIENT TIME IS ALLOWED FOR REVIEW AND QUESTIONS BEFORE THE RETURN IS FILED. THE FOUNDATION MEMBER IS DESIGNATED TO REVIEW AND SIGN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICIES ARE SIGNED YEARLY BY ALL BOARD MEMBERS AND TRUSTEES. SEE PROCEDURES FOR COMPLIANCE BELOW: A. THE SUPPORTING ORGANIZATION MAINTAINS A LIST OF ALL PERSONS AND ENTITIES WHO ARE SUBSTANTIAL CONTRIBUTORS OR DISQUALIFIED PERSONS WITH RESPECT TO THE SUPPORTING ORGANIZATION. THE SECRETARY OF THE SUPPORTING ORGANIZATION IS RESPONSIBLE FOR REVIEWING THESE LISTS FOR ACCURACY ON AN ANNUAL BASIS, UPDATING THE LISTS AS NEEDED, AND PROVIDING SEATTLE FOUNDATION WITH THESE LISTS AND ALL UPDATES. B. THE SUPPORTING ORGANIZATION ENSURES THAT PRIOR TO DISTRIBUTION OF ANY FUNDS, AN AGENT OF THE SUPPORTING ORGANIZATION CONFIRMS THAT THE DISTRIBUTION DOES NOT RESULT IN A PROHIBITED DISTRIBUTION UNDER THE CONFLICT OF INTEREST POLICY. C. ANY PAYMENT BY THE SUPPORTING ORGANIZATION TO A SUBSTANTIAL CONTRIBUTOR, RELATED PERSONS OR ENTITIES THAT IS NOT PROHIBITED BY THE CONFLICT OF INTEREST POLICY MUST BE APPROVED BY SEATTLE FOUNDATION'S DIRECTOR OF PHILANTHROPIC SERVICES, OR HIS OR HER DESIGNEE. D. THE SUPPORTING ORGANIZATION REQUIRES THAT PRIOR TO MAKING ANY PAYMENT OR PROVIDING ANY NON-INCIDENTAL BENEFIT TO A DISQUALIFIED PERSON OTHER THAN A SUBSTANTIAL CONTRIBUTOR OR RELATED PERSON OR ENTITY, SUCH PAYMENT OR BENEFIT MUST BE APPROVED BY THE SUPPORTING ORGANIZATION BOARD OF TRUSTEES AS IF SUCH DISQUALIFIED PERSON WERE A "COVERED PERSON" IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19SEATTLE FOUNDATION, THE SUPPORTED ORGANIZATION, MAINTAINS COPIES OF THESE DOCUMENTS AND MAKES THEM AVAILABLE FOR INSPECTION DURING REGULAR BUSINESS HOURS AT SEATTLE FOUNDATION'S PRINCIPAL OFFICE. SEATTLE FOUNDATION ALSO COMPLIES WITH ALL REQUESTS (WRITTEN OR VERBAL) FOR COPIES OF THESE DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 15:ALL OFFICERS, KEY EMPLOYEES AND MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REASONABLENESS OF THE COMPENSATION PAID TO THESE PERSONS BY THE RELATED ORGANIZATION IS DETERMINED BY THE BOARD OF THE RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9:REVERSAL OF PRIOR YEAR GRANT EXPENSE 200,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101916013536SERVES CHARITABLE ORGANIZATIONS IN THE GREATER SEATTLE AREAWA501(C)(3)7N/A0
THE BROTMAN FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101911996498GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12B-TYPE II0SEATTLE FOUNDATION
THE DABNEY POINT FUND
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101943209929GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12B-TYPE II0SEATTLE FOUNDATION
THE LUINO AND MARGARET DELL'OSSO FAMILY FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101911873773GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
DILLON FAMILY FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101912079177GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
GLENHOME TRUST
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101916053623GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
THE GEORGE P HARDGROVE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101916061389GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
SEATTLE INTERNATIONAL FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101208350995GRANTMAKING TO ORGS TO ENHANCE INTERNATIONAL PHILANTHROPY IN PNWWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
TSF PROPERTIES
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101912016094RECEIVE, HOLD, & DISPOSE OF PROPERTY DONATIONS FOR SEATTLE FOUNDATIONWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
TSF SERVICES
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101912008707SUPPORT GRANTMAKING AND ADMINISTRATIVE ACTIVITIES OF SEATTLE FOUNDATIONWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION
THE WHITEHORSE FOUNDATION
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101943101726GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)12A-TYPE I0SEATTLE FOUNDATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
SRF CHARITABLE TRUST
800 FIFTH AVESEATTLEWA981043176916059260MANAGE INVESTMENTSWAN/AT0
REF TRUST FBO SEATTLE FOUNDATION
1301 FIFTH AVE FLR 24SEATTLEWA98101916027079MANAGE INVESTMENTSWAN/AT0
MEF TRUST FBO SEATTLE FOUNDATION
1301 FIFTH AVE FLR 24SEATTLEWA98101916027080MANAGE INVESTMENTSWAN/AT0
DMH CHARITABLE TRUST FBO SEATTLE FOUNDATION
999 THIRD AVE STE 4000SEATTLEWA98104916023538MANAGE INVESTMENTSWAN/AT0
HP CHARITABLE TRUST FBO SEATTLE FOUNDATION
999 THIRD AVE STE 4000SEATTLEWA98104916023566MANAGE INVESTMENTSWAN/AT0
RDS TRUST FBO SEATTLE FOUNDATION
800 FIFTH AVESEATTLEWA981043176916300139MANAGE INVESTMENTSWAN/AT0
AWW TRUST FBO SEATTLE FOUNDATION
800 FIFTH AVESEATTLEWA981043176911034032MANAGE INVESTMENTSWAN/AT0
CHARITABLE REMAINDER TRUST (16)
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101MANAGE INVESTMENTSWAN/AT0
CHARITABLE LEAD TRUST (1)
1601 FIFTH AVENUE SUITE 1900SEATTLEWA98101MANAGE INVESTMENTSWAN/AT0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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