LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2017-08-04
- IRS object ID
- 201732169349101113
- Schema version
- 2014v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-04T16:28:02-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910605875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON SULLIVAN LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST STE 2300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916339917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAIR | BusinessNameControlTxt |
| Phone | 2065014510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVENUE SUITE 1700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE REED | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2065014510 | PhoneNum |
| Signature | 2017-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED W DUNNELL | PreparerPersonNm |
| PTIN | P00292022 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2017-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,001,532 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $94,480 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,565 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $752,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $752,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $612,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,317,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,154,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,461,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,908,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $93,672 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,672 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,081 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,036 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,350 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,368 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,319 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $138,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,432 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,619 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $126,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127,344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $496,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,311,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,311,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,808,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,622,152 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,743,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,833 | CashBOYAmt |
| Cash EOY | $77,617 | CashEOYAmt |
| Cash EOYFMV | $77,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,560,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,723,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,723,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,554,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,293,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,293,580 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,007 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $209,126 | OtherAssetsBOYAmt |
| Other Assets EOY | $907,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $907,063 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,337,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,001,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,001,532 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,308 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,608 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,608 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $38,329,305 | UnrestrictedBOYAmt |
| Unrestricted EOY | $37,982,924 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,329,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,982,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,337,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,001,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,329,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,982,924 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,982,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2014-12-31 | $11,879,311 | $10,163,033 | $1,716,278 | $1,716,278 |
| CAPITAL GAINS DIVIDENDS | P | $437,862 | $437,862 | $437,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,154,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,596,224 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,898,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,522,039 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,324,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,433,609 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,269,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,151,419 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,695,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036328 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,196,599 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,517,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045124 | DistributionYr5Rt |
| Total Distribution | 0.213425 | TotalDistributionRt |
| Average Distribution | 0.042685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,826,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,614,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,642,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,222,152 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $27,437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,831 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $61,831 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,394 | OverpaymentAmt |
| Applied To ES Tax | $34,394 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LAIRDNORTON.ORG | WebsiteAddressTxt |
| Individual With Books | KATIE BRIGGS | IndividualWithBooksNm |
| Phone | 2065014510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 SECOND AVE SUITE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE REED | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHARLES RICHARDSON JR | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER UELAND | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRAHAM BROWN | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDSAY HALL | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | ASSOCIATE DIRECTOR | 1.00 | $0 | $0 | $0 |
| NORAH HEINTZ | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVE SCOTT | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMSIN TAYLOR | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM BARAN-MICKLE | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $6,000 | $0 | $0 |
| ALLISON PARKS | ||||||||
| 801 2ND AVE 13TH FLOOR | SEATTLE | WA | 98104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE BRIGGS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVE 13TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGING DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,672 | CompensationAmt |
| Employee Benefits | $13,939 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVE SUITE 1800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $138,586 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LNFF AGREED TO PROVIDE $200,000 TO CRAFT3'S LOAN FUND. INTEREST IS 1.00% AND IS DUE SEMI-ANNUALLY BY THE LAST DAY OF JUNE AND DECEMBER STARTING WITH JUNE 30, 2015 COMMENCING DECEMBER 10, 2021. | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | LNFF AGREED TO LOAN $200,000 TO ECOTRUST FORESTS II, LLC TO SUPPORT IT'S STRATEGY WITH THE CAPITAL ECOTRUST NEEDED TO CONTINUE THEIR PROGRAM. INTEREST IS 2.00% AND IS DUE ANNUALLY ON EACH DECEMBER 15TH BEGINNING ON DECEMBER 15, 2015 COMMENCING DECEMBER 15, 2024 | Description2Txt |
| Expenses2 | $200,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $200,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $600,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,733,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,669,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,402,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,402,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,826,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,891,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,891,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,437 | TotalTaxAmt |
| Distributable Before Adj | $1,863,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,863,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,863,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,622,152 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $600,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,222,152 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27,437 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,194,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,863,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,085,442 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,222,152 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,085,442 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,136,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $727,178 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATER | |||||||
| 1326 FIFTH AVENUE 735 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $1,000 | |
| ADAMS ELEMENTARY SCHOOL | |||||||
| 6110 28TH AVE NW | SEATTLE | WA | 98107 | PC | PROGRAM SUPPORT | $20,000 | |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 NORTH 90TH STREET | SCOTTSDALE | AZ | 85260 | PC | PROGRAM SUPPORT | $3,000 | |
| ANNIE WRIGHT SCHOOL | |||||||
| 827 NORTH TACOMA AVENUE | TACOMA | WA | 98403 | PC | PROGRAM SUPPORT | $2,500 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | PC | PROGRAM SUPPORT | $35,000 | |
| ARTS FOR THE SCHOOLS | |||||||
| PO BOX 866 | TRUCKEE | CA | 96160 | PC | PROGRAM SUPPORT | $25,000 | |
| ARTS IMPACT (PUGET SOUND EDUCATIONAL SERVICE DISTRICT) | |||||||
| PSESD / 800 SW OAKESDALE AVE | RENTON | WA | 98057 | PC | PROGRAM SUPPORT | $35,000 | |
| ARTSED WASHINGTON | |||||||
| 158 THOMAS ST 16 | SEATTLE | WA | 98109 | PC | PROGRAM SUPPORT | $40,000 | |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVENUE SUITE 1450 | OAKLAND | CA | 94612 | PC | PROGRAM SUPPORT | $25,500 | |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | |||||||
| 221 WINSLOW WAY WEST BOX 205 | BAINBRIDGE ISLAND | WA | 98110 | PC | PROGRAM SUPPORT | $2,000 | |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | |||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | PC | PROGRAM SUPPORT | $195,000 | |
| CALIFORNIA TAU FOUNDATION | |||||||
| PO BOX 194151 | SAN FRANCISCO | CA | 941194151 | PC | PROGRAM SUPPORT | $1,000 | |
| CLIMATE SOLUTIONS | |||||||
| 1402 3RD AVENUE SUITE 1305 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $80,000 | |
| CONEJO VALLEY CHURCH OF CHRIST | |||||||
| 2525 E HILLCREST DRIVE | THOUSAND OAKS | CA | 91362 | PC | PROGRAM SUPPORT | $525 | |
| CONFLUENCE PHILANTHROPY | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | PC | PROGRAM SUPPORT | $5,000 | |
| CREATIVE ADVANTAGE (SEATTLE FOUNDATION) | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $35,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | PC | PROGRAM SUPPORT | $5,000 | |
| DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION | |||||||
| PO BOX 313 | GOLETA | CA | 93116 | PC | PROGRAM SUPPORT | $500 | |
| EARTHCORPS | |||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | PC | PROGRAM SUPPORT | $10,000 | |
| EARTHHEART FOUNDATION | |||||||
| 2508 N BURLING STREET | CHICAGO | IL | 60614 | PC | PROGRAM SUPPORT | $8,000 | |
| EL PORVENIR | |||||||
| 10955 WESTMOOR DRIVE SUITE 400 | WESTMINSTER | CO | 80021 | PC | PROGRAM SUPPORT | $30,000 | |
| ELAW | |||||||
| 1877 GARDEN AVENUE | EUGENE | OR | 97403 | PC | PROGRAM SUPPORT | $44,000 | |
| ELEMENTS OF EDUCATION PARTNERS | |||||||
| PO BOX 110555 | TACOMA | WA | 98411 | PC | PROGRAM SUPPORT | $15,000 | |
| EVERGREEN STATE COLLEGE FOUNDATIONCENTER FOR SUSTAINABLE INFRASTRUCTURE | |||||||
| 2700 EVERGREEN PARKWAY NW | OLYMPIA | WA | 98505 | PC | PROGRAM SUPPORT | $5,000 | |
| EXPLORER WEST MIDDLE SCHOOL | |||||||
| 10015 28TH AVENUE SW | SEATTLE | WA | 98146 | PC | PROGRAM SUPPORT | $1,000 | |
| FIRST UNITED METHODIST CHURCH OF AUSTIN | |||||||
| 1201 LAVACA ST | AUSTIN | TX | 78701 | PC | PROGRAM SUPPORT | $3,000 | |
| FOLWELL SCHOOL | |||||||
| 3611 120TH AVENUE SOUTH | MINNEAPOLIS | MN | 55407 | PC | PROGRAM SUPPORT | $20,000 | |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH STREET | SEATTLE | WA | 98155 | PC | PROGRAM SUPPORT | $400 | |
| FREMONT AREA COMMUNITY FOUNDATION | |||||||
| PO BOX B | FREMONT | MI | 49412 | PC | PROGRAM SUPPORT | $2,000 | |
| FRIENDS OF GREAT SALT LAKE | |||||||
| PO BOX 2655 | SALT LAKE CITY | UT | 841102655 | PC | PROGRAM SUPPORT | $1,000 | |
| GLOBAL WASHINGTON | |||||||
| 500 UNION STREET SUITE 801 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY OF THE UPPER KEYS | |||||||
| PO BOX 2151 | KEY LARGO | FL | 33037 | PC | PROGRAM SUPPORT | $1,000 | |
| HARFORD COUNTY HUMANE SOCIETY | |||||||
| 2208 CONNOLLY ROAD | FALLSTON | MD | 21047 | PC | PROGRAM SUPPORT | $293 | |
| HARWICH JUNIOR THEATRE | |||||||
| PO BOX 168 105 DIVISION ST | WEST HARWICH | MA | 02671 | PC | PROGRAM SUPPORT | $3,000 | |
| HOPE LUTHERAN SCHOOL | |||||||
| 4456-42ND AVENUE SW | SEATTLE | WA | 98116 | PC | PROGRAM SUPPORT | $300 | |
| INSTITUTE OF QIGONG & INTEGRATIVE MEDICINE | |||||||
| 10127 MAIN PLACE SUITE B | BOTHELL | WA | 98011 | PC | PROGRAM SUPPORT | $1,000 | |
| INTERNATIONAL RURAL WATER ASSOCIATION | |||||||
| 2915 SOUTH 13TH STREET | DUNCAN | OK | 73533 | PC | PROGRAM SUPPORT | $16,000 | |
| INVESTIGATE WEST | |||||||
| PO BOX 9574 | SEATTLE | WA | 98104 | PC | PROGRAM SUPPORT | $500 | |
| ISLAMADORA COMMUNITY ENTERTAINMENT | |||||||
| 111 INDIAN MOUND TRAIL | ISLAMADORA | FL | 33070 | PC | PROGRAM SUPPORT | $1,000 | |
| KFAI | |||||||
| 1808 RIVERSIDE AVENUE | MINNEAPOLIS | MN | 55454 | PC | PROGRAM SUPPORT | $1,000 | |
| KS WILD | |||||||
| PO BOX 102 | ASHLAND | MA | 97520 | PC | PROGRAM SUPPORT | $1,000 | |
| LAKE WYLIECLOVER MAYDAY PROJECT | |||||||
| PO BOX 5123 | LAKE WYLIE | SC | 29710 | PC | PROGRAM SUPPORT | $385 | |
| LINCOLN CITY FOOD PANTRY AT COAST VINEYARD | |||||||
| PO BOX 1260 | LINCOLN CITY | OR | 97367 | PC | PROGRAM SUPPORT | $1,000 | |
| LIVABLESTREETS ALLIANCE | |||||||
| 70 PACIFIC STREET | CAMBRIDGE | MA | 02139 | PC | PROGRAM SUPPORT | $15,000 | |
| LONG LIVE THE KINGS | |||||||
| 1326 FIFTH AVENUE 450 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $30,000 | |
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | |||||||
| PO BOX 170 | UNITY | ME | 04988 | PC | PROGRAM SUPPORT | $1,000 | |
| MINNESOTA CENTER FOR BOOK ARTS | |||||||
| 1011 WASHINGTON AVENUE S SUITE 100 | MINNEAPOLIS | MN | 55415 | PC | PROGRAM SUPPORT | $1,000 | |
| NEW VENTURE FUND FOR WASH ADVOCATES | |||||||
| 1506 21ST STREET NW 200 | WASHINGTON | DC | 20036 | PC | PROGRAM SUPPORT | $20,000 | |
| NORTHWEST NATURAL RESOURCES GROUP | |||||||
| 1917 1ST AVE LEVEL A SUITE 200 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $15,000 | |
| NORTHWEST SEED | |||||||
| 1402 3RD AVE SUITE 901 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $35,000 | |
| OREGON ENVIRONMENTAL COUNCIL | |||||||
| 222 NW DAVIS 309 | PORTLAND | OR | 97209 | PC | PROGRAM SUPPORT | $26,000 | |
| ORINDA WOMEN'S CLUB | |||||||
| 130 LOMBARDY LANE | ORINDA | CA | 94563 | PC | PROGRAM SUPPORT | $1,000 | |
| PACIFIC FOREST TRUST | |||||||
| 1001-A OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | PC | PROGRAM SUPPORT | $25,000 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | PROGRAM SUPPORT | $1,000 | |
| PASADENA SYMPHONY ASSOCATION | |||||||
| 2 NORTH LAKE AVENUE | PASADENA | CA | 91101 | PC | PROGRAM SUPPORT | $2,000 | |
| PEPS | |||||||
| 4649 SUNNYSIDE AVENUE N 324 | SEATTLE | WA | 98103 | PC | PROGRAM SUPPORT | $400 | |
| PINE TREE HOSPICE | |||||||
| 883 WEST MAIN STREET | DOVERFOXCROFT | ME | 04426 | PC | PROGRAM SUPPORT | $500 | |
| PLAYWRIGHTS CENTER | |||||||
| 2301 FRANKLIN AVENUE EAST | MINNEAPOLIS | MN | 55406 | PC | PROGRAM SUPPORT | $1,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | PC | PROGRAM SUPPORT | $1,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| OFFICE OF THE RECORDING SECRETARY | CAMBRIDGE | MA | 02138 | PC | PROGRAM SUPPORT | $1,000 | 124 MT AUBURN STREET |
| PURE WATER FOR THE WORLD | |||||||
| PO BOX 55 | RUTLAND | VT | 05702 | PC | PROGRAM SUPPORT | $20,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | PC | PROGRAM SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE OF WESTERN WASHINGTON | |||||||
| 5130 40TH AVENUE NE | SEATTLE | WA | 98105 | PC | PROGRAM SUPPORT | $1,000 | |
| ROSEMARY ANDERSON HIGH SCHOOL (PORTLAND OPPORTUNITIES INDUSTRIALIZATION CEN | |||||||
| 717 N KILLINGSWORTH COURT | PORTLAND | OR | 97217 | PC | PROGRAM SUPPORT | $20,000 | |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | PC | PROGRAM SUPPORT | $2,000 | |
| SAN MARCOS KIDS HELPING KIDS FOUNDATION | |||||||
| 4750 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | PC | PROGRAM SUPPORT | $4,000 | |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PC | PROGRAM SUPPORT | $1,000 | |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVENUE | CLAREMONT | CA | 91711 | PC | PROGRAM SUPPORT | $5,000 | |
| SEEDS OF HEAVEN | |||||||
| 504 N 4TH ST SUITE 302 | FAIRFIELD | IA | 52556 | PC | PROGRAM SUPPORT | $2,000 | |
| SIGHTLINE INSTITUTE | |||||||
| 1402 3RD AVENUE SUITE 500 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $40,000 | |
| SKOKOMISH TRIBE | |||||||
| 80 TRIBAL CENTER ROAD | SKOKOMISH NATION | WA | 98584 | INDIAN TRIBE | PROGRAM SUPPORT | $15,000 | |
| SPLASH | |||||||
| 1115 EAST PIKE STREET | SEATTLE | WA | 98122 | PC | PROGRAM SUPPORT | $50,000 | |
| SPRINGFIELD CLASSICAL CHRISTIAN SCHOOL | |||||||
| 1820 NORTH LEXINGTON STREET | TACOMA | WA | 98406 | PC | PROGRAM SUPPORT | $1,000 | |
| SRAVASTI ABBEY | |||||||
| 692 COUNTRY LANE | NEWPORT | WA | 99156 | PC | PROGRAM SUPPORT | $1,000 | |
| ST JOHN'S UNITED METHODIST CHURCH FOOD MINISTRY | |||||||
| 2626 ARIZONA STREET NE | ALBUQUERQUE | NM | 87710 | PC | PROGRAM SUPPORT | $395 | |
| ST JOHN'S UNITED METHODIST CHURCH MUSIC MINISTRY | |||||||
| 2626 ARIZONA STREET NE | ALBUQUERQUE | NM | 87710 | PC | PROGRAM SUPPORT | $1,000 | |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | PROGRAM SUPPORT | $500 | |
| STOLEN YOUTH | |||||||
| PO BOX 296 | SEATTLE | WA | 98111 | PC | PROGRAM SUPPORT | $1,000 | |
| TRUCKEE RIVER WATERSHED COUNCIL | |||||||
| PO BOX 8568 | TRUCKEE | WA | 96162 | PC | PROGRAM SUPPORT | $25,000 | |
| TURNAROUND ARTS ( AMERICANS FOR THE ARTS) | |||||||
| 1000 VERMONT AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT | $55,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION (DREAM PROJECT) | |||||||
| 407 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | PC | PROGRAM SUPPORT | $9,000 | |
| UPPER DESCHUTES WATERSHED COUNCIL | |||||||
| PO BOX 1812 | BEND | OR | 97709 | PC | PROGRAM SUPPORT | $40,000 | |
| WASATCH COMMUNITY GARDENS | |||||||
| 824 SOUTH 400 WEST 127 | SALT LAKE CITY | UT | 84101 | PC | PROGRAM SUPPORT | $1,000 | |
| WASHINGTON ENVIRONMENTAL COUNCIL | |||||||
| 1402 THIRD AVE SUITE 1400 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $25,000 | |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 SECOND AVENUE SUITE 300 | SEATTLE | WA | 98104 | PC | PROGRAM SUPPORT | $500 | |
| WASHINGTON WILDLIFE AND RECREATION COALITION | |||||||
| 1402 THIRD AVENUE SUITE 507 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $1,000 | |
| WATER 1ST INTERNATIONAL | |||||||
| 1904 3RD AVENUE SUITE 1012 | SEATTLE | WA | 98101 | PC | PROGRAM SUPPORT | $51,000 | |
| WATER FOR PEOPLE | |||||||
| 100 EAST TENNESSEE AVENUE | DENVER | CO | 80209 | PC | PROGRAM SUPPORT | $25,000 | |
| WATERAID | |||||||
| 315 MADISON AVENUE SUITE 2301 | NEW YORK | NY | 10017 | PC | PROGRAM SUPPORT | $23,000 | |
| WESTSIDE BABY | |||||||
| 10032 15TH AVENUE SW | SEATTLE | WA | 98146 | PC | PROGRAM SUPPORT | $7,000 | |
| WESTSIDE SCHOOL | |||||||
| 7740 - 34TH AVENUE SW | SEATTLE | WA | 98136 | PC | PROGRAM SUPPORT | $250 | |
| WHIDBEY INSTITUTE | |||||||
| PO BOX 57 6449 OLD PIETLA ROAD | CLINTON | WA | 98236 | PC | PROGRAM SUPPORT | $1,000 | |
| WINONA COUNTY HISTORICAL SOCIETY | |||||||
| 160 JOHNSON STREET | WINONA | MN | 55987 | PC | PROGRAM SUPPORT | $1,000 | |
| WOODLAWN CEMETARY | |||||||
| 506 W LAKE BLVD | WINONA | MN | 55987 | PC | PROGRAM SUPPORT | $1,000 | |
| WORLD VISION | |||||||
| 34834 WEYERHAUSER WAY SOUTH PO BOX | FEDERAL WAY | WA | 98063 | PC | PROGRAM SUPPORT | $25,000 | 9716 |
| YOUNG LIFE OF UNIVERSITY PLACE AND NORTH TACOMA | |||||||
| 4020 S 56TH STREET SUITE 210A | TACOMA | WA | 98409 | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,311,448 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,565 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $752,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $612,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,367,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,367,239 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAIRD NORTON REAL ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 2ND AVENUE SUITE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $93,080 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,665 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,665 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LNFF AGREED TO PROVIDE $100,000 TO RSF FOR THEIR FOCUS AREA OF FOOD AND AGRICULTURE. INTEREST IS 1.00% PER ANNUM, AND NOTE MATURES DECEMBER 8, 2019. | $100,000 |
| LNFF AGREED TO LOAN $100,000 TO WHOOSHH INNOVATIONS LLC TO SUPPORT IT'S PROJECT OF IMPROVING FISH PASSAGE AND FISH HANDLING APPLICATIONS. INTEREST IS 3.5% AND IS DUE ANNUALLY ON EACH ANNIVERSARY OF THE LOAN AGREEMENT. THE LOAN IS DUE DECEMBER 31, 2017. | $100,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WHOOSH INNOVATIONS | |||||||||||
| 2001 WEST GARFIELD STREET PIER 91 - | PORT OF SEATTLE BLDG 156 | SEATTLE | WA | 98119 | 2014-12-17 | $100,000 | TO FURTHER THE USE OF THE WHOOSH TRANSPORT CONDUIT FOR FISH PASSAGE. | $0 | NONE | 7/11/2015, 4/13/2017 | 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. |
| ECOTRUST FOREST MANAGEMENT | |||||||||||
| 721 NW 9TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | 2014-12-17 | $200,000 | DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS. | $0 | NONE | 6/12/2017 | 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. | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN IS BEING AMENDED TO INCLUDE EXPENDITURE RESPONSIBILITY STATEMENTS THAT WERE INADVERTENTLY LEFT OFF OF OF THE ORIGINALLY FILED TAX RETURN. IN ADDITION, THE RETURN IS BEING AMENDED TO DISCLOSE THE PAGE 1, PART 1, COLUMN D AMOUNTS ON A CASH BASIS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INCOME | $934,841 | $934,841 |
| PIMCO FLOATING INCOME FUND | $228,891 | $228,891 |
| RIDGEWORTH SEIX FLOATING INCOME FUND | $477,239 | $477,239 |
| TIAA-CREF SOC CHOICE BOND | $1,728,146 | $1,728,146 |
| WILLIAM BLAIR BOND FUND | $620,071 | $620,071 |
| DOMESTIC EQUITIES (BOSTON COMMON ACCT) | $6,679,912 | $6,679,912 |
| ASTON/LAKE PARTNERS | $2,306,538 | $2,306,538 |
| ISHARES RUSSELL 1000 | $946,500 | $946,500 |
| JOHN HANCOCK II GI ABS | $1,691,313 | $1,691,313 |
| LONGLEAF PARTNERS | $540,822 | $540,822 |
| PAX WORLD SMALL CAP | $538,462 | $538,462 |
| VANGUARD TOTAL STOCK MARKET FUND | $4,822,873 | $4,822,873 |
| WILLIAM BLAIR DIR MULTIALT | $2,426,962 | $2,426,962 |
| WILMINGTON MULTI MANAGER ALT | $1,691,718 | $1,691,718 |
| WISDOMTREE EMERGING MKTS | $314,723 | $314,723 |
| WISDOMTREE INT'L SMALL CAP FUND | $304,916 | $304,916 |
| ABERDEEN EMERGING MKTS FUND | $421,419 | $421,419 |
| BOSTON COMMON INT'L FUND | $1,151,073 | $1,151,073 |
| DRIEHAUS ACTIVE INCOME FUND | $752,829 | $752,829 |
| DRIEHAUS SMALL CAP GROWTH | $278,873 | $278,873 |
| EATON VANCE PARAMETRIC | $1,860,088 | $1,860,088 |
| HARBOR INT'L | $2,147,769 | $2,147,769 |
| SCOUT INT'L FUND | $2,035,223 | $2,035,223 |
| WILLIAM BLAIR EMERGING MKTS FUND | $392,379 | $392,379 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $8,319 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDENDS | $9,126 | $107,063 | $107,063 |
| PROGRAM RELATED INVESTMENTS | $200,000 | $800,000 | $800,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $276 | $0 | $276 |
| OFFICE EXPENSE | $1,763 | $0 | $1,763 |
| BOARD EXPENSES | $86,835 | $0 | $86,835 |
| INSURANCE | $2,820 | $0 | $2,820 |
| SUMMIT | $9,024 | $0 | $9,024 |
| MEMBERSHIP AND CONFERENCES | $15,670 | $2,184 | $13,486 |
| INFRASTRUCTURE | $4,210 | $0 | $7,210 |
| BANK CHARGES | $2,307 | $0 | $2,307 |
| PARKING | $3,623 | $0 | $3,623 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $138,586 | Amt |
| Net Investment Income | $138,586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $8,400 | $0 | $0 |
| BUSINESS TAXES | $145 | $0 | $145 |
| PAYROLL TAXES | $14,474 | $0 | $14,474 |
| FOREIGN TAX | $24,432 | $24,432 | $0 |
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