SATTERBERG FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SATTERBERG FOUNDATION (EIN 91-1501066)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349102712
Schema version
2016v3.0
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)
Return2017-11-15T13:34:40-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274238573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KING & OLIASON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 W MERCER ST SUITE E300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911501066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Satterberg Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSATTBusinessNameControlTxt
Phone2064413045PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11904 3rd AVENUE No 825AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH WALCZYKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2064413045PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICK STARKENBURGPreparerPersonNm
PTINP00043131PTIN
Phone2062857242PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.10.86.41IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm13:34:01IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA42099467C353424FDDDEC30140F1A114CC61ACBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$397,059,148FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,141,158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,073,599DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$71,948GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$71,948GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$58,492NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$166,980NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,044,595GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$166,980CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,455OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,531OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,385,541TotalRevAndExpnssAmt
Total Net Invst Incm$14,317,058TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$136,077CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$27,215CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$108,862CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$260,226OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$260,226OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$94,958PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,573PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$89,385PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$38,240AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,120AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,120AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$213,040OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$148,858OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$64,182OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$641,128TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,458TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$36,670TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$18,777DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$57,467OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$57,467OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$85,151TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$17,030TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$68,121TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$168,508OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$55,915OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$112,593OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,713,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$278,169TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$816,626TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,626,753ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,626,753ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,340,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$278,169TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,443,379TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,954,784ExcessRevenueOverExpensesAmt
Net Investment Income$14,038,889NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$417,298CashBOYAmt
Cash EOY$489,933CashEOYAmt
Cash EOYFMV$489,933CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,766,899SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,177,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,177,886SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,706,445USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,412,575USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,412,575USGovtObligationsEOYFMVAmt
Corporate Stock BOY$286,855,583CorporateStockBOYAmt
Corporate Stock EOY$378,672,989CorporateStockEOYAmt
Corporate Stock EOYFMV$378,672,989CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,816,187CorporateBondsBOYAmt
Corporate Bonds EOY$1,785,796CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,785,796CorporateBondsEOYFMVAmt
Other Investments BOY$2,292,257OtherInvestmentsBOYAmt
Other Investments EOY$2,837,086OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,837,086OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$75,933LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,050LandBldgEquipAccumDeprecAmt
Land BOY$49,076LandBOYAmt
Land EOY$32,883LandEOYAmt
Land EOYFMV$32,883LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$650,000OtherAssetsEOYAmt
Other Assets EOYFMV$650,000OtherAssetsEOYFMVAmt
Total Assets BOY$306,903,745TotalAssetsBOYAmt
Total Assets EOY$397,059,148TotalAssetsEOYAmt
Total Assets EOYFMV$397,059,148TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$306,903,745CapitalStockBOYAmt
Capital Stock EOY$397,059,148CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$306,903,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$397,059,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$306,903,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$397,059,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$306,903,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,954,784ExcessRevenueOverExpensesAmt
Other Increases$95,110,187OtherIncreasesAmt
Subtotal$397,059,148SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$397,059,148TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES- EDWARD jONES$573,396$699,407-$126,011-$126,011
PUBLICLY TRADED SECURITIES- US TRUST$1,289,180$1,297,054-$7,874-$7,874
PUBLICLY TRADED SECURITIES- US TRUST$2,223,013$2,006,033$216,980$216,980
PUBLICLY TRADED SECURITIES- US TRUST$4,814$6,985-$2,171-$2,171
PUBLICLY TRADED SECURITIES- US TRUST$1,456$1,456$1,456
PUBLICLY TRADED SECURITIES-FIDELITY 4017$1,885,085$1,868,136$16,949$16,949
CAPITAL GAIN DISTRIBUTION$67,651$67,651$67,651
FieldValueIRS element (for citing)
Capital Gain Net Income$166,980CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,429,818AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$380,523,103NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058945DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,475,604AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$248,182,667NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054297DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,574,197AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$25,415,775NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.101283DistributionYr3Rt
Adjusted Qlfy Distri Yr4$439,559AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,633,821NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.166890DistributionYr4Rt
Adjusted Qlfy Distri Yr5$418,865AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,948,784NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.142047DistributionYr5Rt
Total Distribution0.523462TotalDistributionRt
Average Distribution0.104692AverageDistributionRt
Net Vl Noncharitable Assets$340,971,476NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,696,986AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$140,389NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,837,375AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,095,963QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$280,778InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$280,778SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$280,778TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$649,046EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$649,046TotalPaymentsAndCreditsAmt
Overpayment$368,268OverpaymentAmt
Applied To ES Tax$368,268AppliedToESTaxAmt
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.satterberg.orgWebsiteAddressTxt
Individual With BooksSATTERBERG FOUNDATIONIndividualWithBooksNm
Phone2064413045PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11904 THIRD AVE SUITE 825AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981013327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified 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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY PIGOTT
1904 3rd AVENUESEATTLEWA98101DIRECTOR1.00$0$0$0
JUDY PIGOTT
1904 3rd AVENUESEATTLEWA98101DIRECTOR1.00$0$0$0
MICHAEL PIGOTT
1904 3rd AVENUESEATTLEWA98101DIRECTOR1.00$0$0$0
KATHERINE LAZARUS
1904 3rd AVENUESEATTLEWA98101SECRETARY/DIRECTOR1.00$0$0$0
FRANK HELSELL
1904 3rd AVENUESEATTLEWA98101DIRECTOR1.00$0$0$0
BEN LAZARUS
1904 3rd AVENUESEATTLEWA98101DIRECTOR1.00$0$0$0
PETE HELSELL
1904 3rd AVENUESEATTLEWA98101TREASURER/DIRECTOR1.00$0$0$0
Mashanda Lazarus
1904 3rd AVENUESEATTLEWA98101PRESIDENT/DIRECTOR1.00$0$0$0
SARAH WALCZYK
1904 3rd AVENUEseATTLEWA98101EXEC. DIRECTOR (AS OF 2/1/2016)40.00$136,077$27,867$3,000

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ANNE C MICELI
3002 30TH AVE WSEATTLEWA98199PROGRAM MANAGER40.00$79,673$21,072$3,000
BRIAN ZONGOLOWICZ
535 13TH AVE E 701SEATTLEWA98102PROGRAM MANAGER40.00$79,673$18,656$3,000
C'ARDISS GARDNER-GLESER
2701 33RD AVE SSEATTLEWA98144PROGRAM OFFICER40.00$62,018$15,508$2,250
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
US TRUST BANK OF AMERICA WEALTH MANAGEMENT
114 WEST 47TH STREETNEW YOURNY100361510INVESTMENT ADVISORY FEES$75,254
FIDELITY INVESTMENTSTHRESHOLD GROUP
3025 HARBORVIEW DRIVEGIG HARBORWA98335INVESTMENT ADVISORY FEES$72,413
Philanthropy Northwest
2101 Fourth Ave Suite 650SEATTLEWA98121Consulting$61,302
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO BELLWETHER HOUSING - A NONPROFIT ORGANIZATION WORKING TO PROVIDE AFFORDABLE HOUSING IN THE SEATTLE AREA.Description1Txt
Expenses1$150,000Expenses1Amt
Description2LOAN TO CRAFT3 - A NONPROFIT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION WITH A MISSION TO STRENGTHEN ECONOMIC, ECOLOGICAL AND FAMILY RESILIENCE IN PACIFIC NORTHWEST COMMUNITIES.Description2Txt
Expenses2$500,000Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$650,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$327,767,796AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,776,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,619,155FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$346,163,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$346,163,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,192,459CashDeemedCharitableAmt
Net Vl Noncharitable Assets$340,971,476NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,048,574MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,048,574MinimumInvestmentReturnAmt
Tax Based On Investment Income$280,778TaxBasedOnInvestmentIncomeAmt
Total Tax$280,778TotalTaxAmt
Distributable Before Adj$16,767,796DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,767,796DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,767,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,443,379ExpensesAndContributionsAmt
Program Related Invst Total$650,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,584CharitableAssetsAcquisPaidAmt
Qualifying Distributions$19,095,963QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,095,963AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,767,796DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$269,264ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$305,167ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,313,819ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,172,099ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,644,401ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,704,750TotalExcessDistributionCyovAmt
Qualifying Distributions$19,095,963QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,767,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,328,167RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,032,917TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$269,264ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,763,653ExcessDistriCyovToNextYrAmt
Excess From Year4$305,167ExcessFromYear4Amt
Excess From Year3$1,313,819ExcessFromYear3Amt
Excess From Year2$1,172,099ExcessFromYear2Amt
Excess From Year1$3,644,401ExcessFromYear1Amt
Excess From Current Year$2,328,167ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARAH WALCZYKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11904 3RD AVE 825AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2064413045RecipientPhoneNum
Recipient Email AddressWWW.SATTERBERG.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION INFORMATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE: WWW.SATTERBERG.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINE INFORMATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE: WWW.SATTERBERG.ORGSubmissionDeadlinesTxt
Restrictions On AwardsGUIDELINES AND RESTRICTIONS INFORMATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE: WWW.SATTERBERB.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (234 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
21 Progress
409 Maynard Ave Suite 202SeattleWA98104N/APCGENERAL SUPPORT$25,005
501 Commons
1200 12th Ave S Ste 1101SeattleWA98144N/APCGENERAL SUPPORT$500,000
501 Commons
1200 12th Ave S Ste 1101SeattleWA98144N/APCGENERAL SUPPORT$20,000
A Reason To Survive
200 East 12th StreetNational CityCA91950N/APCGENERAL SUPPORT$12,500
Advancement Northwest
2150 North 107th Street 205SeattleWA98133N/APCGENERAL SUPPORT$10,000
Alliance for Education
509 Olive Way - Suite 500SeattleWA98101N/APCGENERAL SUPPORT$100,740
Amara
3300 East Union StreetSeattleWA98122N/APCGENERAL SUPPORT$100,747
Arts Alive
PO Box 442EnumclawWA98022N/APCGENERAL SUPPORT$10,000
Arts Corps
4408 Delridge Way SW Suite 110SeattleWA98106N/APCGENERAL SUPPORT$100,747
Arts Corps
4408 Delridge Way SW Suite 110SeattleWA98106N/APCGENERAL SUPPORT$10,000
ArtsFund
PO Box 19780SeattleWA98109N/APCGENERAL SUPPORT$25,000
Auburn Youth Resources
1000 Auburn Way SAuburnWA98002N/APCGENERAL SUPPORT$60,000
Bike Works Seattle
3709 S Ferdinand StSeattleWA98118N/APCGENERAL SUPPORT$100,000
Boyer Children's Clinic
1850 Boyer Ave ESeattleWA98112N/APCGENERAL SUPPORT$25,000
Braided River
1001 Sw Klickitat WaySeattleWA98134N/APCGENERAL SUPPORT$10,000
California Community Foundation
221 S Figueroa Street Ste 400Los AngelesCA90012N/APCCOMMUNITY PARTNERSHIPS- PROPOSAL NARRATIVE$1,006,487
Capitol Hill Housing Foundation
1620 12th Ave Suite 205SeattleWA98122N/APCGENERAL SUPPORT$90,000
Center for Environmental Law & Policy
85 S Washington St Suite 301SeattleWA98104N/APCGENERAL SUPPORT$25,000
Center for Ethical Leadership
1401 E Jefferson St 505SeattleWA98122N/APCGENERAL SUPPORT$25,000
Center on Policy Initiatives
3727 Camino del Rio S Ste 100San DiegoCA92108N/APCGENERAL SUPPORT$100,747
Center on Policy Initiatives
3727 Camino del Rio S Ste 100San DiegoCA92108N/APCGENERAL SUPPORT$75,000
Children's Alliance
718 - 6th Avenue SSeattleWA98104N/APCGENERAL SUPPORT$100,747
ChildStrive
14 E Casino Rd Ste AEverettWA98208N/APCGENERAL SUPPORT$25,000
City Fruit
500 Aurora Ave N Suite 204SeattleWA98109N/APCGENERAL SUPPORT$9,850
COLAGE
3815 S Othello Street Suite 100 310SeattleWA98118N/APCGENERAL SUPPORT$20,000
College Access Now
3211 Martin Luther King Way S SuiteSeattleWA98144N/APCGENERAL SUPPORT$25,000A
College Access Now
3211 Martin Luther King Way S SuiteSeattleWA98144N/APCGENERAL SUPPORT$100,747A
Communities In Schools of Washington
1010 S 336th St Suite 205Federal WayWA98003N/APCGENERAL SUPPORT$25,000
CompassPoint
500 - 12th St Suite 320OaklandCA94607N/APCCOMMUNITY PARTNERSHIPS- STRENGTHENING OUR CORE$755,278
Dawn (Domestic Abuse Women's Network)
PO Box 88007TukwilaWA98138N/APCGENERAL SUPPORT$15,500
Delridge Neighborhoods Development Association (DNDA)
4408 Delridge Way SWSeattleWA98106N/APCGENERAL SUPPORT$10,000
Delridge Neighborhoods Development Association (DNDA)
4408 Delridge Way SWSeattleWA98106N/APCGENERAL SUPPORT$10,000
Earth Economics
107 North Tacoma AvenueTacomaWA98403N/APCGENERAL SUPPORT$100,000
EarthCorps
6310 NE 74th Street Suite 201ESeattleWA98115N/APCGENERAL SUPPORT$19,040
EarthCorps
6310 NE 74th Street Suite 201ESeattleWA98115N/APCGENERAL SUPPORT$100,747
Earthjustice
50 California St Ste 500San FranciscoCA94111N/APCCOMMUNITY PARTNERSHIPS- CLEAN ENERGY IN CALIFORNIA$1,002,936
Economic Opportunity Institute
603 Stewart St 715SeattleWA98101N/APCGENERAL SUPPORT$15,000
Economic Opportunity Institute
603 Stewart St 715SeattleWA98101N/APCGENERAL SUPPORT$10,000
Economic Opportunity Institute
603 Stewart St 715SeattleWA98101N/APCGENERAL SUPPORT$5,000
Economic Opportunity Institute
603 Stewart St 715SeattleWA98101N/APCGENERAL SUPPORT$25,000
ECOSS
603 Stewart St 715SeattleWA98101N/APCGENERAL SUPPORT$25,000
Education Through Music-Los Angeles (ETM-LA Inc)
2501 West Burbank Blvd Ste 301BurbankCA91505N/APCGENERAL SUPPORT$10,000
El Centro de la Raza
2524 16th Ave SSeattleWA98144N/APCGENERAL SUPPORT$100,747
Elizabeth Gregory Home
1604 NE 50th StSeattleWA98105N/APCGENERAL SUPPORT$10,000
Environmental Health Coalition
2727 Hoover Ave Suite 202National CityCA91950N/APCGENERAL SUPPORT$100,747
Environmental Volunteers
2560 Embarcadero RdPalo AltoCA94303N/APCGENERAL SUPPORT$60,000
Express Advantage
1930 - 6th Ave S Ste 101SeattleWA98134N/APCGENERAL SUPPORT$25,000
Families Of Color Seattle
3715 S Hudson St Ste 102SeattleWA98118N/APCGENERAL SUPPORT$10,000
Families Of Color Seattle
3715 S Hudson St Ste 102SeattleWA98118N/APCGENERAL SUPPORT$10,000
Families Of Color Seattle
3715 S Hudson St Ste 102SeattleWA98118N/APCGENERAL SUPPORT$5,000
Farmer Frog
10 - 108th St SEEverettWA98208N/APCGENERAL SUPPORT$10,000
Feiro Marine Life Center
PO Box 625Port AngelesWA98362N/APCGENERAL SUPPORT$10,500
First Step Family Support Center and Olympic Kitsap Early Learning Coalitio
323 E 6th Street PO Box 249Port AngelesWA98362N/APCGENERAL SUPPORT$100,747
Fort Worden Foundation
200 Battery WayPort TownsendWA98368N/APCGENERAL SUPPORT$20,000
Forterra
901 - 5th Ave Ste 2200SeattleWA98164N/APCGENERAL SUPPORT$100,747
Alliance For Global Justice
4502 - 6th AvenueBrooklynNY11220N/APCGENERAL SUPPORT$10,000
Freedom Church of Seattle
7817 S 125th StSeattleWA98178N/APCGENERAL SUPPORT$10,000
Freedom Church of Seattle
7817 S 125th StSeattleWA98178N/APCGENERAL SUPPORT$12,500
Freedom Education Project Puget Sound
2311 N 45th St 178SeattleWA98103N/APCGENERAL SUPPORT$35,000
Freedom Project
4759 - 15th Ave NESeattleWA98105N/APCGENERAL SUPPORT$25,000
Friends Of KEXP
472 - 1st Ave NSeattleWA98109N/APCGENERAL SUPPORT$100
Friends of the Children
PO Box 18886SeattleWA98118N/APCGENERAL SUPPORT$25,000
Friends of the Los Angeles River
570 W Ave 26 Ste 250Los AngelesCA90065N/APCGENERAL SUPPORT$20,000
Friends of the San Juans
PO Box 1344Friday HarborWA98250N/APCGENERAL SUPPORT$10,000
Friends of Waterfront Seattle
PO Box 21272SeattleWA98111N/APCGENERAL SUPPORT$10,000
Fullerton Interfaith Emergency Service
PO Box 6326FullertonCA92834N/APCGENERAL SUPPORT$25,000
Funders Together to End Homelessness San Diego
5060 Shoreham Pl Ste 350San DiegoCA92122N/APCGENERAL SUPPORT$45,000
Garden-Raised Bounty (GRuB)
2016 Elliott Ave NWOlympiaWA98502N/APCGENERAL SUPPORT$25,000
Grist
710 - 2nd Ave Suite 860SeattleWA98104N/APCGENERAL SUPPORT$100,747
Greater Tacoma Community Foundation
950 Pacific Ave Suite 1100TacomaWA98402N/APCCOMMUNITY PARTNERSHIPS- SUPPORTING PIERCE COUNTY$754,947
Hanford Challenge
2719 E Madison St Ste 304SeattleWA98122N/APCGENERAL SUPPORT$10,000
Hanford Challenge
2719 E Madison St Ste 304SeattleWA98122N/APCGENERAL SUPPORT$10,000
Helping Link-Mot Dau Noi
1032 S Jackson StSeattleWA98104N/APCGENERAL SUPPORT$10,000
Hilltop Artists in Residence
PO Box 6829TacomaWA98417N/APCGENERAL SUPPORT$25,000
Homestead Community Land Trust
412 Maynard Ave SSeattleWA98104N/APCGENERAL SUPPORT$25,000
Humanities Washington
1015 - 8th Ave N Suite NSeattleWA98109N/APCGENERAL SUPPORT$100,747
IndieFlix Foundation
4111 E Madison St Ste 310SeattleWA98112N/APCGENERAL SUPPORT$15,000
International Living Future Institute
1501 E Madison St Ste 150SeattleWA98112N/APCGENERAL SUPPORT$25,000
International Living Future Institute
1501 E Madison St Ste 150SeattleWA98112N/APCGENERAL SUPPORT$25,000
InvestigateWest
PO Box 9574SeattleWA98109N/APCGENERAL SUPPORT$10,000
Issaquah Schools Foundation
PO Box 835IssaquahWA98027N/APCGENERAL SUPPORT$21,560
Jefferson Land Trust
1033 Lawrence StPort TownsendWA98368N/APCGENERAL SUPPORT$100,747
Jordan Street Garden
901 N 30th StBoiseID83702N/APCGENERAL SUPPORT$2,000
Jubilee Women's Center
620 - 18th Ave ESeattleWA98112N/APCGENERAL SUPPORT$100,747
Juvenile Diabetes Research Foundation--JDRF
26 Broadway 14th FloorNew YorkNY10004N/APCGENERAL SUPPORT$60
KCRW Foundation Inc
1900 Pico BlvdSanta MonicaCA90405N/APCGENERAL SUPPORT$15,000
KPFK Pacifica Foundation Radio
3729 Cahuenga Blvd WN HollywoodCA91604N/APCGENERAL SUPPORT$15,000
Kulshan Community Land Trust
1303 Commercial St Ste 6BellinghamWA98225N/APCGENERAL SUPPORT$30,000
KWIAHT
PO Box 415Lopez IslandWA98261N/APCGENERAL SUPPORT$20,000
League of Education Voters Foundation
2734 Westlake Ave NSeattleWA98109N/APCGENERAL SUPPORT$25,000
Legal Voice
907 Pine St Suite 500SeattleWA98101N/APCGENERAL SUPPORT$25,000
Liberty Hill Foundation
6420 Wilshire Blvd Ste 700Los AngelesCA90048N/APCCOMMUNITY PARTNERSHIPS- FUND FOR CHANGE PROGRAM$755,278
Links Foundation Inc
1200 Massachusetts Ave NWWashingtonDC20005N/APCGENERAL SUPPORT$12,500
Lions Sight & Hearing Foundation
5150 E Pacific Coast Hwy Suite 605Long BeachCA90804N/APCGENERAL SUPPORT$25,000
Lopez Community Land Trust
PO Box 25Lopez IslandWA98261N/APCGENERAL SUPPORT$20,000
Lydia Place
PO Box 28487BellinghamWA98228N/APCGENERAL SUPPORT$25,000
Mary's Place Seattle
PO Box 1711SeattleWA98111N/APCGENERAL SUPPORT$25,000
Matheia School
2205 NW 67th StSeattleWA98117N/APCGENERAL SUPPORT$835
Mountains to Sound Greenway Trust
2701 - 1st Ave Ste 240SeattleWA98121N/APCGENERAL SUPPORT$100,747
Museum of Contemporary Art Los Angeles (MOCA)
250 S Grand AveLos AngelesCA90012N/APCGENERAL SUPPORT$20,000
Nature Consortium now a program of DNDA
4408 Delridge Way SW Ste 107SeattleWA98106N/APCGENERAL SUPPORT$4,700
Nature Consortium now a program of DNDA
4408 Delridge Way SW Ste 107SeattleWA98106N/APCGENERAL SUPPORT$4,300
North Cascades Institute
810 State Route 20SedroWoolleyWA98284N/APCGENERAL SUPPORT$25,000
Northern California Grantmakers
160 Spear Street Ste 360San FranciscoCA94105N/APCCOMMUNITY PARTNERSHIPS-STRENGTHENING NORTHERNCALIFORNIA$755,278
Northwest African American Museum
2300 S Massachusetts StSeattleWA98144N/APCGENERAL SUPPORT$100,747
Northwest Film Forum
1515 - 12th AveSeattleWA98122N/APCGENERAL SUPPORT$10,000
Northwest Immigrant Rights Project
615 - 2nd Ave Ste 400SeattleWA98104N/APCGENERAL SUPPORT$20,000
Northwest Maritime Center
431 Water StPort TownsendWA98368N/APCGENERAL SUPPORT$100,747
Northwest Natural Resource Group
2701 - 1st Ave Ste 240SeattleWA98121N/APCGENERAL SUPPORT$20,000
Northwest School of Wooden Boatbuilding
42 N Water StPort HadlockWA98339N/APCGENERAL SUPPORT$5,000
Northwest Youth Services
1020 N State StreetBellinghamWA98225N/APCGENERAL SUPPORT$100,747
One Voice
1228 - 15th St Ste CSanta MonicaCA90404N/APCGENERAL SUPPORT$15,000
OneAmerica
1225 S Weller St Ste 430SeattleWA98144N/APCGENERAL SUPPORT$25,000
OneAmerica
1225 S Weller St Ste 430SeattleWA98144N/APCGENERAL SUPPORT$100,000
OneWorld Now
220 - 2nd Ave S Ste 101SeattleWA98104N/APCGENERAL SUPPORT$25,000
Open Arms Perinatal Services
3829 S Edmunds StSeattleWA98118N/APCGENERAL SUPPORT$10,000
Open Arms Perinatal Services
3829 S Edmunds StSeattleWA98118N/APCGENERAL SUPPORT$10,000
Para Los Ninos
425 SW 144th StreetBurienWA98166N/APCGENERAL SUPPORT$10,000
Path with Art
312 - 2nd Ave SSeattleWA98104N/APCGENERAL SUPPORT$10,000
PCC Farmland Trust
1402 - 3rd Ave Ste 709SeattleWA98101N/APCGENERAL SUPPORT$25,000
Peace for the Streets by Kids from the Streets
1609 - 19th AvenueSeattleWA98122N/APCGENERAL SUPPORT$25,000
Philanthropy Northwest
2101 - 4th Ave Suite 650SeattleWA98121N/APCCOMMUNITY PARTNERSHIP- PHILANTHROPY EFFECTIVENESS PROJECT$1,000,985
Phinney Neighborhood Association
6532 Phinney Ave NSeattleWA98103N/APCGENERAL SUPPORT$60,000
Pike Market Child Care and Preschool
1501 Pike Place Ste 222SeattleWA98101N/APCGENERAL SUPPORT$25,000
Pike Place Market Foundation
85 Pike St Ste 500SeattleWA98101N/APCGENERAL SUPPORT$10,000
Planned Parenthood of the Great Northwest and the Hawaiian Islands
2001 E Madison StSeattleWA98122N/APCGENERAL SUPPORT$50,000
Point Reyes National Seashore Association
1 Bear Valley Rd Building 70Point Reyes StationCA94956N/APCGENERAL SUPPORT$30,000
Pomegranate Center
PO Box 486IssaquahWA98027N/APCGENERAL SUPPORT$10,000
Port Townsend Marine Science Center
532 Battery WayPort TownsendWA98368N/APCGENERAL SUPPORT$25,000
Potlatch Fund
801 - 2nd Ave Ste 304SeattleWA98104N/APCGENERAL SUPPORT$20,000
Powerful Voices
1620 - 18Th Ave Ste 100SeattleWA98122N/APCGENERAL SUPPORT$8,330
Powerful Voices
1620 - 18Th Ave Ste 100SeattleWA98122N/APCGENERAL SUPPORT$150
Pratt Fine Arts Center
1902 S Main StSeattleWA98144N/APCGENERAL SUPPORT$15,000
Pride Foundation
1122 E Pike St PMB 1001SeattleWA98122N/APCGENERAL SUPPORT$5,000
Program for Early Parent Support
4649 Sunnyside Ave N Ste 346SeattleWA98103N/APCGENERAL SUPPORT$25,000
Project Access Northwest
1111 Harvard AveSeattleWA98122N/APCGENERAL SUPPORT$25,000
Puget Sound Sage
1032 S Jackson St Ste 203SeattleWA98104N/APCGENERAL SUPPORT$25,000
Puget Soundkeeper Alliance
130 Nickerson St Ste 107SeattleWA98109N/APCGENERAL SUPPORT$10,000
Rainier Scholars
2100 - 24th Ave S Ste 360SeattleWA98144N/APCGENERAL SUPPORT$155
Recovery Caf
2022 Boren AveSeattleWA98121N/APCGENERAL SUPPORT$100,747
Recreation Northwest
PO Box 2771BellinghamWA98227N/APCGENERAL SUPPORT$3,700
Recreation Northwest
PO Box 2771BellinghamWA98227N/APCGENERAL SUPPORT$25,000
Reel Grrls
4408 Delridge Way SW 112SeattleWA98106N/APCGENERAL SUPPORT$10,000
ReUse Works
802 Marine DriveBellinghamWA98225N/APCGENERAL SUPPORT$25,000
Rising Sun Energy Center
2998 San Pablo AveBerkeleyCA94702N/APCGENERAL SUPPORT$20,000
Salish Sea Expeditions
1257 Patmos LaneBainbridgeWA98110N/APCGENERAL SUPPORT$5,000
San Diego Brain Injury Foundation
PO Box 84601San DiegoCA92138N/APCGENERAL SUPPORT$25,000
San Diego Grantmakers
5060 Shoreham PlSan DiegoCA92122N/APCCOMMUNITY PARTNERSHIPS- GENERAL OPERATING SUPPORT$1,007,001
San Diego Organizing Project
4305 University Ave Suite 530San DiegoCA92105N/APCGENERAL SUPPORT$25,000
San Juan Islands Conservation District
530 Guard StreetFriday HarborWA98250N/APCGENERAL SUPPORT$10,000
Sawhorse Revolution
513 Federal Ave ESeattleWA98102N/APCGENERAL SUPPORT$8,125
School's Out Washington
801 - 23rd Ave S Suite ASeattleWA98144N/APCGENERAL SUPPORT$100,747
Seattle Animal Shelter Foundation
PO Box 99006SeattleWA98139N/APCGENERAL SUPPORT$165
Seattle Children's Theatre
201 Thomas StSeattleWA98109N/APCGENERAL SUPPORT$50,000
Seattle CityClub
240 - 2nd Ave S Suite 208SeattleWA98144N/APCGENERAL SUPPORT$10,000
Seattle Education Access
6920 Roosevelt Way NE 355SeattleWA98115N/APCGENERAL SUPPORT$2,000
Seattle Education Access
6920 Roosevelt Way NE 355SeattleWA98115N/APCGENERAL SUPPORT$10,000
Seattle Foundation
1200 - 5th Ave Ste 1300SeattleWA98101N/APCGENERAL SUPPORT$15,000
Seattle Foundation
1200 - 5th Ave Ste 1300SeattleWA98101N/APCCOMMUNITY PARTNERSHIPS- COMMUNITIES OF OPPORTUNITY INITIATIVE$998,195
Seattle Parks Foundation
105 S Main 235SeattleWA98104N/APCGENERAL SUPPORT$100,747
Seattle Public Schools
MS 31-178 PO Box 34165SeattleWA98124N/APCCOMMUNITY PARTNERSHIPS$300,000
Seattle Tilth
4649 Sunnyside Ave NSeattleWA98103N/APCGENERAL SUPPORT$100,747
Seattle Young People's Project
6218 Beacon Ave SSeattleWA98108N/APCGENERAL SUPPORT$10,000
SeattleKing Co Coalition on Homelessness
77 S Washington StSeattleWA98104N/APCGENERAL SUPPORT$10,000
Senior Center of W Seattle (Sound Generations)
2208 - 2nd Ave Suite 100SeattleWA98121N/APCGENERAL SUPPORT$20,000
SHARP Literacy
5775 N Glen Park Rd 202MilwaukeeWI53209N/APCGENERAL SUPPORT$250
Sightline Institute
1402 - 3rd Ave Suite 500SeattleWA98101N/APCGENERAL SUPPORT$100,747
Skagit Land Trust
PO Box 1017Mount VernonWA98273N/APCGENERAL SUPPORT$23,002
SnoValley Tilth
PO Box 48Carnation WAWA98014N/APCGENERAL SUPPORT$25,000
Social Justice Fund NW
1904 - 3rd Ave Ste 806SeattleWA98101N/APCGENERAL SUPPORT$250,000
Social Justice Fund NW
1904 - 3rd Ave Ste 806SeattleWA98101N/APCGENERAL SUPPORT$50
Social Justice Fund NW
1904 - 3rd Ave Ste 806SeattleWA98101N/APCGENERAL SUPPORT$250
Social Venture Partners (SVP)
220 -2nd Ave S Ste 300SeattleWA98104N/APCGENERAL SUPPORT$100,000
Sound Experience
PO Box 1390Port TownsendWA98368N/APCGENERAL SUPPORT$10,000
SouthEast Effective Development (SEED)
5117 Rainier Avenue SSeattleWA98118N/APCGENERAL SUPPORT$25,000
Southern California Grantmakers
1000 N Alameda St Ste 230Los AngelesCA90012N/APCCOMMUNITY PARTNERSHIPS- ADVANCING ENVIRONMENTAL & SOCIAL JUSTICE$755,278
Southern California Public Radio
474 S Raymond AvePasadenaCA91105N/APCGENERAL SUPPORT$15,000
St Vincent de Paul Village Inc (dba Father Joe's Villages)
3350 E StreetSan DiegoCA92102N/APCGENERAL SUPPORT$30,000
Standearth (formerly ForestEthics)
1329 N State St Ste 302BellinghamWA98225N/APCGENERAL SUPPORT$100,747
Stewardship Partners
1411 - 4th Ave Suite 1425SeattleWA98101N/APCGENERAL SUPPORT$25,000
Shunpike Arts Collective
220 - 2nd Ave SSeattleWA98104N/APCGENERAL SUPPORT$10,000
Tacoma Boxing Club
PO Box 5361TacomaWA98415N/APCGENERAL SUPPORT$2,000
Tacoma Urban League
2550 S Yakima AveTacomaWA98405N/APCGENERAL SUPPORT$25,000
Teen Feed
4740 B University Way NESeattleWA98105N/APCGENERAL SUPPORT$60,000
The CAIR Project
PO Box 17121SeattleWA98127N/APCGENERAL SUPPORT$2,000
The Education Trust-West
1814 Franklin St Suite 220OaklandCA94612N/APCGENERAL SUPPORT$20,000
The Evergreen State College Foundation
2700 Evergreen Pkwy NWOlympiaWA98505N/APCGENERAL SUPPORT$10,000
The Flying Squad (Isaiah House)
1237 Hi PointLos AngelesCA90035N/APCGENERAL SUPPORT$15,000
The Greater Seattle Bureau of Fearless Ideas (formerly 826 Seattle)
8414 Greenwood Ave NSeattleWA98103N/APCGENERAL SUPPORT$155
The Mockingbird Society
2100 - 24th Ave S Suite 240SeattleWA98144N/APCGENERAL SUPPORT$100,747
The Prosperity Agenda
219 - 1st Ave S Ste 300SeattleWA98104N/APCGENERAL SUPPORT$25,000
The Unusual Suspects Theatre Company
3719 Verdugo RdLos AngelesCA90065N/APCGENERAL SUPPORT$10,000
Tiny Trees Preschool
220 - 2nd Ave S 229SeattleWA98104N/APCGENERAL SUPPORT$10,000
Totem Star
4408 Delridge Way SW Ste 110SeattleWA98106N/APCGENERAL SUPPORT$10,000
Toxic-Free Future
4649 Sunnyside Ave N Suite 540SeattleWA98103N/APCGENERAL SUPPORT$25,000
Transportation Choices Coalition
219 - 1st Ave S Suite 420SeattleWA98104N/APCGENERAL SUPPORT$10,000
Trips for Kids
610 - 4th StSan RafaelCA94901N/APCGENERAL SUPPORT$100,747
Tune in to Natureorg dba BirdNote
PO Box 99456SeattleWA98139N/APCGENERAL SUPPORT$10,000
Turning Pointe Domestic Violence Services
210 Pacific CtSheltonWA98584N/APCGENERAL SUPPORT$5,000
University Beyond Bars
PO Box 31525SeattleWA98103N/APCGENERAL SUPPORT$9,900
Urban Death Project
PO Box 12121SeattleWA98102N/APCGENERAL SUPPORT$10,000
Urban League of Metropolitan Seattle
105 - 14th Ave 200SeattleWA98122N/APCGENERAL SUPPORT$75,000
Urban League of Metropolitan Seattle
105 - 14th Ave 200SeattleWA98122N/APCGENERAL SUPPORT$100,747
Ventures
2100 - 24th Ave S Ste 380SeattleWA98144N/APCGENERAL SUPPORT$24,796
Ventures
2100 - 24th Ave S Ste 380SeattleWA98144N/APCGENERAL SUPPORT$12,591
Vermont Works for Women
32 A Mallets Bay AveWinooskiVT05404N/APCGENERAL SUPPORT$20,000
Vida Verde Nature Education
3540 La Honda RdSan GregorioCA94074N/APCGENERAL SUPPORT$20,000
Vietnamese Friendship Association
3829B S Edmunds St Box 9SeattleWA98118N/APCGENERAL SUPPORT$10,000
Wallingford Community Senior Center
4649 Sunnyside Ave N 140SeattleWA98103N/APCGENERAL SUPPORT$10,000
Wallingford Community Senior Center
4649 Sunnyside Ave N 140SeattleWA98103N/APCGENERAL SUPPORT$8,000
Washington Alliance for Arts Education dba ArtsEd Washington
158 Thomas StSeattleWA98109N/APCGENERAL SUPPORT$25,000
Washington Association for Infant Mental Health
225 - 14th Ave ESeattleWA98112N/APCGENERAL SUPPORT$10,000
Washington Association of Land Trusts
PO Box 2001SeattleWA98111N/APCGENERAL SUPPORT$10,000
Washington Bus Education Fund
307 - 3rd Ave S Ste 530SeattleWA98104N/APCGENERAL SUPPORT$10,000
Washington Bus Education Fund
307 - 3rd Ave S Ste 530SeattleWA98104N/APCGENERAL SUPPORT$25,000
Washington Community Action Network Education & Research Fund (Washington C
1806 E Yesler WaySeattleWA98122N/APCGENERAL SUPPORT$100,747
Washington Environmental Council
1402 - 3rd Ave Suite 1400SeattleWA98101N/APCGENERAL SUPPORT$100,747
Washington Healthcare Access Alliance
PO Box 14506SeattleWA98114N/APCGENERAL SUPPORT$15,000
Washington Nonprofits
120 State Avenue 303OlympiaWA98501N/APCGENERAL SUPPORT$19,000
Washington State CASA
19550 International Blvd Suite 308SeaTacWA98188N/APCGENERAL SUPPORT$10,000
Washington State CASA
19550 International Blvd Suite 308SeaTacWA98188N/APCGENERAL SUPPORT$25,000
Washington State Coalition Against Domestic Violence
500 Union St Suite 200SeattleWA98101N/APCGENERAL SUPPORT$100,747
Washington Trails Association
705 - 2nd Ave Suite 300SeattleWA98104N/APCGENERAL SUPPORT$40
Washington Water Trust
1530 Westlake Ave N Suite 400SeattleWA98109N/APCGENERAL SUPPORT$25,000
Washington's National Park Fund
1904 - 3rd AveSeattleWA98101N/APCGENERAL SUPPORT$10,000
Western Environmental Law Center
1216 Lincoln StEugeneOR97401N/APCGENERAL SUPPORT$53,334
Whatcom Community Foundation
1500 Cornwall Ave Suite 202BellinghamWA98225N/APCCOMMUNITY PARTNERSHIPS$771,468
Women's Transitional Living Center Inc
PO Box 916FullertonCA92832N/APCGENERAL SUPPORT$100,747
Woodland Park Zoo
601 N 59th StSeattleWA98103N/APCGENERAL SUPPORT$35
YES Magazine-Positive Futures
284 Madrona Way NE 116BainbridgeWA98110N/APCGENERAL SUPPORT$100,747
YWCA Olympia
220 Union Ave SEOlympiaWA98501N/APCGENERAL SUPPORT$10,000
YWCA Olympia
220 Union Ave SEOlympiaWA98501N/APCGENERAL SUPPORT$10,000
YWCA Olympia
220 Union Ave SEOlympiaWA98501N/APCGENERAL SUPPORT$10,000
Zero Waste Washington
816 - 2nd Ave Suite 200SeattleWA98104N/APCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,626,753TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Rising Sun Energy Center
2998 San Pablo AveBerkeleyCA94702N/APCGENERAL SUPPORT$20,000
CompassPoint
500 - 12th St Suite 320OaklandCA94607N/APCCOMMUNITY PARTNERSHIPS$1,500,000
Earthjustice
50 California St Ste 500San FranciscoCA94111N/APCCOMMUNITY PARTNERSHIPS$2,000,000
Northern California Grantmakers
160 Spear Street Ste 360San FranciscoCA94105N/APCCOMMUNITY PARTNERSHIPS$1,500,000
Seattle Public Schools
MS 31-178 PO Box 34165SeattleWA98124N/APCCOMMUNITY PARTNERSHIPS$750,000
Social Justice Fund NW
1904 - 3rd Ave Ste 806SeattleWA98101N/APCCOMMUNITY PARTNERSHIPS$1,250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,020,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
INTEREST FROM PRI-CRAFT3 NOTE14$750
INTEREST FROM PRI-BELLWETHER NOTE14$3,781

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,073,599ExclusionAmt
Related Or Exempt Function Incm$67,559RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$58,492ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$924UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$166,980ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$924UnrelatedBusinessTaxblIncmAmt
Exclusion$14,303,602ExclusionAmt
Related Or Exempt Function Incm$67,559RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,372,085TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementTAX EXEMPT 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$38,240Amt
Net Investment Income$19,120NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,120DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE2013-12-27$2,546$728SL7.000000000000$364$0
FURNITURE2013-11-26$3,988$1,187SL7.000000000000$570$0
FURNITURE2014-01-29$4,588$1,256SL7.000000000000$655$0
COMPUTERS2014-06-01$23,164$7,335SL5.000000000000$4,633$0
SOFTWARE2014-10-30$32,654$12,699SL3.000000000000$10,885$0
SPECIAL ELECTRICAL IMPROVE2015-03-11$6,409$1,068SL5.000000000000$1,282$0
DELL COMPUTER2016-04-06$2,584SL5.000000000000$388$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierReg. Section 1.263(a)-1(f) De Minimis Safe Harbor ElectionIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationSatterberg Foundation hereby elects pursuant to Regulations Section 1.263(a)-1(f) to make the de minimis safe-harbor election for tax year beginning January 1, 2016. The taxpayer has elected a capitalization de minimis safe harbor policy for the taxable year beginning January 1, 2016, and forward to treat as an expense for both book and income tax purposes tangible personal property with cost of $2,500 or less, and items that have an estimated useful life of 12 months or less.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US TRUST$0$0
CHARLES SCHWAB CORP BONDS$1,785,796$1,785,796

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US TRUST-3930$6,709,909$6,709,909
EDWARD JONES$188,165,072$188,165,072
FIDELITY -4016$5,642,266$5,642,266
FIDELITY -4017$2,583,763$2,583,763
US TRUST-4310$174,644,195$174,644,195
CHARLES SCHWAB$927,784$927,784

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,412,575StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,412,575StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
US TRUST - REITSFMV$0$0
HELSELL IOWA FARMS T.I.C.FMV$2,215,103$2,215,103
OKLAHOMA LAND TRUSTFMV$8,244$8,244
LAZARD LTDFMV$0$0
WASTEWATER OPPORTUNITY FUNDFMV$113,823$113,823
BIRCH FUND LLCFMV$499,916$499,916

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE$2,546$1,092$1,454
FURNITURE$3,988$1,757$2,231
FURNITURE$4,588$1,911$2,677
COMPUTERS$23,164$11,968$11,196
SOFTWARE$32,654$23,584$9,070
SPECIAL ELECTRICAL IMPROVE$6,409$2,350$4,059
DELL COMPUTER$2,584$388$2,196

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - BELLWETHER HOUSING NOTE$0$150,000$150,000
PRI - CRAFT3 NOTE$0$500,000$500,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL SERVICE FEES$1,845$0$1,845
LICENSE FEES$35$0$35
OFFICE EXPENSES$14,009$0$14,009
DUES AND SUBSCRIPTIONS$26,245$0$26,245
PARKING$14,458$0$14,458
TELEPHONE$5,338$0$5,338
WEBSITE$6,572$0$6,572
BANK FEES$126$0$126
COMPUTER EXPENSES$43,965$0$43,965
PARTNERSHIP INVEST. EXP$42,459$42,459$0
RENTAL EXPENSES$13,456$13,456$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
WASTEWATER FUND LLC$924$0$0
INTEREST FROM PRI-CRAFT3 NOTE$750$750$750
INTEREST FROM PRI-BELLWETHER NOTE$3,781$3,781$3,781

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR UNREALIZED GAIN (LOSS)Desc
Amt$95,110,187Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING SERVICES$61,302$0$61,302
INVESTMENT MANAGEMENT FEES$148,858$148,858$0
IT SERVICES$2,880$0$2,880

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$600,000$0$0
PAYROLL TAXES$36,670$0$36,670
FOREIGN TAXES$4,458$4,458$0

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