LAIRD NORTON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAIRD NORTON FAMILY FOUNDATION (EIN 91-6339917)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-09
- IRS object ID
- 201612229349100856
- Schema version
- 2015v2.1
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Bonds Schedule
- 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 | 2016-08-09T18:40:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 13th Floor | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Graham Brown | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2065014510 | PhoneNum |
| Signature | 2016-07-27 | 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 | 2016-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,586,891 | 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 | $142,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $817,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,331,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,544,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,799,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$38,159 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$357,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,593,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,567 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,218 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,861 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,357 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,654 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $933 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,721 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,825 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,258 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,308 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,895 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,895 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $619,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $399,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,432,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,052,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,832,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,409,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,412,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,617 | CashBOYAmt |
| Cash EOY | $141,851 | CashEOYAmt |
| Cash EOYFMV | $141,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,723,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,482,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,482,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,304,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,805,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,805,341 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,989,188 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,038,042 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,038,042 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,007 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,007 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $907,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,119,265 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,119,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,001,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,586,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,586,891 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,608 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,731 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,731 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $37,982,924 | UnrestrictedBOYAmt |
| Unrestricted EOY | $35,573,160 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,982,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,573,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,001,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,586,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,982,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,409,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,573,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,573,160 | 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 | 2015-12-31 | $32,437,125 | $28,744,713 | $3,692,412 | $3,692,412 |
| Capital Gains Dividends | P | $106,978 | $106,978 | $106,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,799,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,207,061 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,826,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,596,224 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,898,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,522,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,324,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,433,609 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,269,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041834 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,151,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,695,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036328 | DistributionYr5Rt |
| Total Distribution | 0.226648 | TotalDistributionRt |
| Average Distribution | 0.045330 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,096,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,636,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,680,384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,132,223 | 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 | $44,130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,394 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,394 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,264 | OverpaymentAmt |
| Applied To ES Tax | $10,264 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (13 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 |
| David Kane | ||||||||
| 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 | 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 |
| Allison Parks | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Director | 1.00 | $0 | $0 | $0 |
| Andreas Ueland | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Catherine Slaymaker | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Associate Director | 1.00 | $0 | $0 | $0 |
| Katherine Wilson | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Associate Director | 1.00 | $0 | $0 | $0 |
| William Baran-Mickle | ||||||||
| 801 2nd Ave 13th Floor | SEATTLE | WA | 98104 | Secretary (Through June 2015) | 1.00 | $3,000 | $0 | $0 |
| KATIE BRIGGS | ||||||||
| 801 2nd Ave 13th Floor | Seattle | WA | 98104 | Managing Director | 40.00 | $112,567 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $143,948 | 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 | Loan to Root Capital Inc due December 31, 2020, interest rate of 2.0% payable annually. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | The Foundation invested $100,000 for a 7.14% interest in Canopy, LLC ("Canopy"), a program-related investment. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $100,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $300,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,570,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,075,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,646,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,646,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $549,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,096,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,804,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,804,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,130 | TotalTaxAmt |
| Distributable Before Adj | $1,760,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,760,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,760,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,832,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $300,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,132,223 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,130 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,088,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,760,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $714,832 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,132,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $714,832 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,417,391 | 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 | $343,303 | 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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Adams Elementary School | |||||||
| 6110 28th Ave NW | Seattle | WA | 98107 | PC | Program support | $27,000 | |
| Alliance Defending Freedom | |||||||
| 15100 N 90th St | Scottsdale | AZ | 85260 | PC | Taproot Matching Grant | $5,000 | |
| Arthritis Foundation | |||||||
| 2261 Las Positas Road | Santa Barbara | CA | 93105 | PC | Taproot Matching Grant | $1,000 | |
| Arts Corps | |||||||
| 4408 Delridge Way SWSuite 110 | Seattle | WA | 98106 | PC | Program support | $43,500 | |
| Arts For the Schools | |||||||
| PO Box 866 | Truckee | CA | 96160 | PC | Program support | $27,000 | |
| Arts Impact | |||||||
| PSESD 800 SW Oakesdale Ave | Renton | WA | 98057 | PC | Program support | $35,000 | |
| Arts Impact | |||||||
| PSESD 800 SW Oakesdale Ave | Renton | WA | 98057 | PC | honoraria | $500 | |
| ARTsmart | |||||||
| 1516 Pacheco St | Santa Fe | NM | 87505 | PC | Taproot Matching Grant | $740 | |
| As You Sow | |||||||
| 160 Johnson St | Oakland | CA | 94612 | PC | Program support | $35,000 | |
| Bainbridge Artisans Resource Network | |||||||
| 221 Winslow Way West Box 205 | Bainbridge Island | WA | 98110 | PC | Board Grant | $5,000 | |
| Bainbridge Artisans Resource Network | |||||||
| 221 Winslow Way West Box 205 | Bainbridge Island | WA | 98110 | PC | Taproot Matching Grant | $1,000 | |
| Bainbridge Island Arts and Humanities Council | |||||||
| 221 Winslow Way West Suite 201 | Bainbridge Island | WA | 98110 | PC | Taproot Matching Grant | $500 | |
| Bellarmine Preparatory School | |||||||
| 2300 S Washington | Tacoma | WA | 98405 | PC | Taproot Matching Grant | $1,000 | |
| Ben's Bells | |||||||
| 40 W Broadway Blvd | Tucson | AZ | 85701 | PC | Taproot Matching Grant | $1,000 | |
| Bonneville Environmental Foundation | |||||||
| 240 SW 1st Avenue | Portland | OR | 97204 | PC | Program support | $215,000 | |
| Boys to Men Mentoring Network Inc | |||||||
| 9587 Tropico Drive | La Mesa | CA | 91941 | PC | Taproot Matching Grant | $1,000 | |
| Cape Cod Theatre Co - Harwich Jr Theater | |||||||
| PO Box 168105 Division St | West Harwich | MA | 02671 | PC | Taproot Matching Grant | $2,000 | |
| Capitol Hill Arts Workshop | |||||||
| 545 7th St SE | Washington | DC | 20003 | PC | Taproot Matching Grant | $500 | |
| Children's Museum of Tacoma | |||||||
| 1501 Pacific AveSuite 202 | Tacoma | WA | 98402 | PC | Taproot Matching Grant | $625 | |
| Climate Solutions | |||||||
| 1402 3rd Ave Ste 1305 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Climate Solutions | |||||||
| 1402 3rd Ave Ste 1305 | Seattle | WA | 98101 | PC | Program support | $40,000 | |
| Community Health Care | |||||||
| 1019 Pacific AveSuite 300 | Tacoma | WA | 98402 | PC | Taproot Matching Grant | $500 | |
| Conejo Valley Church of Christ | |||||||
| 2525 E Hillcrest Dr | Thousand Oaks | CA | 91362 | PC | Taproot Matching Grant | $2,425 | |
| Doctors without Borders | |||||||
| 333 7th Avenue | New York | NY | 10001 | PC | Taproot Matching Grant | $1,000 | |
| Duke University | |||||||
| Box 90581Alumni and Development | Durham | NC | 27708 | PC | Taproot Matching Grant | $50 | Office |
| EarthCorps | |||||||
| 6310 NE 74th Street Suite 201E | Seattle | WA | 98115 | PC | Program support | $30,000 | |
| EarthHeart Foundation | |||||||
| 2508 N Burling St | Chicago | IL | 60614 | PC | Taproot Matching Grant | $2,000 | |
| EarthHeart Foundation | |||||||
| 2508 N Burling St | Chicago | IL | 60614 | PC | Taproot Matching Grant | $6,000 | |
| Eastside Catholic School | |||||||
| 232 228th Avenue SE | Sammamish | WA | 98074 | PC | Employee Matching Grant | $650 | |
| El Porvenir | |||||||
| 80 Garden CenterSuite 135 | Broomfield | CO | 80020 | PC | Program support | $37,000 | |
| ELAW | |||||||
| 1412 Pearl Street | Eugene | OR | 97401 | PC | Taproot Matching Grant | $2,000 | |
| ELAW | |||||||
| 1412 Pearl Street | Eugene | OR | 97401 | PC | Program support | $43,000 | |
| Evergreen State College Foundation - Center for Sustainable Infrastructure | |||||||
| Box 355685 | Olympia | WA | 98595 | PC | Program support | $20,000 | |
| Exploring the Arts | |||||||
| 16 W 23rd Street4th Floor | New York | NY | 10010 | PC | Program support | $20,000 | |
| First United Methodist Church of Austin | |||||||
| 1201 Lavaca St | Austin | TX | 78701 | PC | Taproot Matching Grant | $3,000 | |
| Folwell School Performing Arts Magnet | |||||||
| 3611 20th Avenue South | Minneapolis | MN | 55407 | PC | Program support | $27,000 | |
| Friends of Great Salt Lake | |||||||
| PO Box 2655 | Salt Lake City | UT | 841102655 | PC | Taproot Matching Grant | $1,000 | |
| Geos Institute | |||||||
| 84 4th Street | Ashland | OR | 97520 | PC | Program support | $25,000 | |
| Get Lit-Words Ignite Inc | |||||||
| 672 S La Fayette Park Place Suite | Los Angeles | CA | 91601 | PC | Program support | $10,000 | 30 |
| Global Washington | |||||||
| 500 Union StSte 801 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Habitat for Humanity of the Upper Keys | |||||||
| 98970 Overseas Hwy | Key Largo | FL | 33037 | PC | Taproot Matching Grant | $1,000 | |
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | PC | Employee Matching Grant | $1,000 | |
| Institute of Qigong & Integrative Medicine | |||||||
| 10127 Main PlaceSuite B | Bothell | WA | 98011 | PC | Taproot Matching Grant | $1,000 | |
| International Rural Water Association | |||||||
| 122 North 6th Avenue | Highland Park | NJ | 08904 | PC | Program support | $27,000 | |
| Investigate West | |||||||
| PO Box 9574 | Seattle | WA | 98109 | PC | Employee Matching Grant | $350 | |
| Islamorada Community Entertainment (ICE) | |||||||
| PO Box 562 | Islamorada | FL | 33036 | PC | Taproot Matching Grant | $1,000 | |
| John F Kennedy Center for the Performing Arts | |||||||
| 2700 F Street NW | Washington | DC | 20566 | PC | Program Support | $30,000 | |
| Lake Wylie & Clover Mayday Project | |||||||
| PO BOX 5123 | Lake Wylie | SC | 29710 | PC | Taproot Matching Grant | $915 | |
| Lincoln City Food Pantry at Coast Vineyard | |||||||
| 1505 NE 6th DRPO Box 1260 | Lincoln City | OR | 97367 | PC | Taproot Matching Grant | $1,000 | |
| Long Live the Kings | |||||||
| 1326 Fifth AveSuite 450 | Seattle | WA | 98101 | PC | Program support | $25,000 | |
| Mercy Corps | |||||||
| PO Box 2669 | Portland | OR | 97208 | PC | Board designated disaster relief grant | $10,000 | |
| Mercy Corps | |||||||
| PO Box 2669 | Portland | OR | 97208 | PC | Taproot Matching Grant | $1,000 | |
| Miwok Valley Elementary PTA | |||||||
| 1010 St Francis Dr | Petaluma | CA | 94954 | PC | Taproot Matching Grant | $1,000 | |
| Miwok Valley Elementary PTA | |||||||
| 1010 St Francis Dr | Petaluma | CA | 94954 | PC | Taproot Matching Grant | $1,000 | |
| MPS ArtsAchieve Mpls | |||||||
| 111 Third Avenue SouthSuite 5 | Minneapolis | MN | 55401 | PC | Taproot Matching Grant | $2,000 | |
| MPS ArtsAchieve Mpls | |||||||
| 111 Third Avenue SouthSuite 5 | Minneapolis | MN | 55401 | PC | Taproot Matching Grant | $621 | |
| Ninos del Sol | |||||||
| 85 Circle Loop | Staten Islan | NY | 10304 | PC | Taproot Matching Grant | $1,000 | |
| Northwest Natural Resource Group | |||||||
| 1917 1st Ave Level A Suite 200 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Northwest Sustainable Energy for Economic Development (Northwest SEED) | |||||||
| 1402 3rd AveSuite 901 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Omprakash | |||||||
| 2311 N 45th St | Seattle | WA | 98103 | PC | Taproot Matching Grant | $1,000 | |
| Oregon Environmental Council | |||||||
| 222 NW Davis StreetSuite 309 | Portland | OR | 97209 | PC | Program support | $15,000 | |
| Orinda Woman's Club | |||||||
| 4097 Sugar Maple Drive | Danville | CA | 94506 | PC | Taproot Matching Grant | $1,000 | |
| Pandemonium Productions | |||||||
| 6532 Camino Rojo | Santa Fe | NM | 87507 | PC | Taproot Matching Grant | $1,000 | |
| Pasadena Symphony Association | |||||||
| 2 North Lake AveSuite 1080 | Pasadena | CA | 91101 | PC | Taproot Matching Grant | $2,000 | |
| PATH | |||||||
| PO Box 900922 | Seattle | WA | 98109 | PC | Program support | $50,000 | |
| Pine Tree Hospice | |||||||
| 883 West Main St | DoverFoxcroft | ME | 04426 | PC | Taproot Matching Grant | $965 | |
| Playwright's Center | |||||||
| 2301 E Franklin Ave | Minneapolis | MN | 55406 | PC | Taproot Matching Grant | $1,000 | |
| Pure Water for the World Inc | |||||||
| PO Box 55 | Rutland | VT | 05702 | PC | Program support | $18,000 | |
| Rhode Island Community Food Bank | |||||||
| PO Box 817 | Providence | RI | 02901 | PC | Taproot Matching Grant | $1,000 | |
| Rogue River Watershed Council | |||||||
| 89 Alder St | Central Point | OR | 97520 | PC | Taproot Matching Grant | $1,000 | |
| Salisbury School | |||||||
| 251 Canaan Rd | Salisbury | CT | 06068 | PC | Taproot Matching Grant | $2,000 | |
| Salvation Army Northern Division | |||||||
| 2445 Prior Ave N | Roseville | MN | 551132714 | PC | Board Grant | $5,000 | |
| SammamishIssaquah Young Life | |||||||
| PO Box 2561 | Issaquah | WA | 98027 | PC | Program support | $6,000 | |
| San Marcos Kids Helping Kids Foundation | |||||||
| 4750 Hollister Ave | Santa Barbara | CA | 93110 | PC | Program support | $5,000 | |
| Sandpoint Waldorf School | |||||||
| PO BOX 95 | Sandpoint | ID | 83864 | PC | Taproot Matching Grant | $2,000 | |
| Satellite Collective | |||||||
| 328 W 101Suite 4A | New York | NY | 10025 | PC | Taproot Matching Grant | $2,000 | |
| Save the Bay | |||||||
| 100 Save The Bay Drive | Providence | RI | 02905 | PC | Taproot Matching Grant | $1,000 | |
| Scripps College | |||||||
| 1030 Columbia AvenuePMB 2009 | Claremont | CA | 91711 | PC | Taproot Matching Grant | $2,000 | |
| Seattle Office of Arts & Culture (Creative Advantage fiscal sponsor The Sea | |||||||
| PO Box 94748 | Seattle | WA | 981244748 | PC | Program support | $31,000 | |
| Seattle Office of Arts & Culture (Creative Advantage fiscal sponsor The Sea | |||||||
| PO Box 94748 | Seattle | WA | 981244748 | PC | honoraria | $500 | |
| Seeds of Heaven | |||||||
| PO Box 337500 N 3rd St Ste105 | Fairfield | IA | 52556 | PC | Taproot Matching Grant | $2,000 | |
| Sightline Institute | |||||||
| 1402 Third Avenue Suite 500 | Seattle | WA | 98126 | PC | Program support | $35,000 | |
| Sightline Institute | |||||||
| 1402 Third Avenue Suite 500 | Seattle | WA | 98126 | PC | Employee matching grant | $1,000 | |
| Sing for your Seniors | |||||||
| 2906 21st AveSuite 3E | Astoria | NY | 11105 | PC | Taproot Matching Grant | $1,000 | |
| Sound Experience | |||||||
| PO BOX 1390 | Port Townsend | WA | 98368 | PC | Taproot Matching Grant | $550 | |
| Southern Oregon Climate Action Now (SOCAN) | |||||||
| 7113 Griffin Lane | Jacksonville | OR | 975309342 | PC | Board Grant | $1,000 | |
| Splash | |||||||
| 1115 East Pike Street | Seattle | WA | 98122 | PC | General operating support | $50,000 | |
| Sravasti Abbey | |||||||
| 692 Country Lane | Newport | WA | 99156 | PC | Taproot Matching Grant | $1,000 | |
| St John's United Methodist Church | |||||||
| 2626 Arizona St NE | Alburquerque | NM | 87110 | PC | Taproot Matching Grant | $1,000 | |
| St Michael's Country Day School | |||||||
| 180 Rhode Island Drive | Newport | RI | 02840 | PC | Taproot Matching Grant | $1,000 | |
| Stolen Youth | |||||||
| PO Box 296 | Seattle | WA | 98111 | PC | Taproot Matching Grant | $1,000 | |
| Teens In Public Service | |||||||
| 5430 Union Bay Place NE Suite 209C | Seattle | WA | 98105 | PC | Program support | $4,000 | |
| The 5th Avenue Theatre Association | |||||||
| 1326 Fifth Avenue Suite 735 | Seattle | WA | 981012640 | PC | Taproot Matching Grant | $1,000 | |
| The Pacific Forest Trust | |||||||
| 1001-A OReilly Ave | San Francisco | CA | 94129 | PC | Program support | $35,000 | |
| The Threshold Foundation | |||||||
| PO Box 29903 | San Francisco | CA | 941290903 | PC | Board Grant | $4,000 | |
| Truckee River Watershed Council | |||||||
| PO Box 8568 | Truckee | CA | 96162 | PC | Capacity building | $35,000 | |
| Turnaround Arts (fiscal sponsor Americans for the Arts) | |||||||
| 1000 Vermont Ave NW6th Floor | Washington | DC | 20005 | PC | Program Support | $43,000 | |
| Twin Cities Orthopedics Foundation | |||||||
| 4200 Dahlberg DrSte 300 | Golden Valley | MN | 55422 | PC | Taproot Matching Grant | $50 | |
| Unicef | |||||||
| 125 Maiden Lane | New York | NY | 10038 | PC | Taproot Matching Grant | $1,000 | |
| University of Washington - Marine and Environmental Affairs | |||||||
| Box 355685 | Seattle | WA | 98195 | PC | Program support | $5,000 | |
| Upper Deschutes Watershed Council | |||||||
| PO Box 1812 | Bend | OR | 97709 | PC | Program support | $50,000 | |
| Village Health Works | |||||||
| 45 W 36th Street8th Floor | New York | NY | 10018 | PC | Employee Matching Grant | $350 | |
| Wasatch Community Gardens | |||||||
| 824 South 400 WestSuite 127 | Salt Lake City | UT | 84101 | PC | Taproot Matching Grant | $1,000 | |
| Washington Alliance for Arts Education | |||||||
| 158 Thomas St 16 | Seattle | WA | 98109 | PC | Program support | $40,000 | |
| Washington Alliance for Arts Education | |||||||
| 158 Thomas St 16 | Seattle | WA | 98109 | PC | honoraria | $500 | |
| Washington Environmental Council | |||||||
| 1402 3rd Ave Suite 1400 | Seattle | WA | 98101 | PC | Program support | $20,000 | |
| Washington Trails Association | |||||||
| 705 Second AveSuite 300 | Seattle | WA | 98104 | PC | Employee matching grant | $600 | |
| Washington Wildlife and Recreation Coalition | |||||||
| 1402 Third AveSuite 507 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| Water 1st International | |||||||
| 1904 3rd AveSte 1012 | Seattle | WA | 98101 | PC | Program support | $50,000 | |
| Water 1st International | |||||||
| 1904 3rd AveSte 1012 | Seattle | WA | 98101 | PC | Taproot Matching Grant | $1,000 | |
| WaterAid America | |||||||
| 315 Madison AvenueSuite 2301 | New York | NY | 10017 | PC | Program support | $50,000 | |
| Westside School | |||||||
| 7740 34TH AVE SW | Seattle | WA | 98136 | PC | Taproot Matching Grant | $500 | |
| Whidbey Institute | |||||||
| PO BOX 57 | Clinton | WA | 98236 | PC | Taproot Matching Grant | $1,000 | |
| Winona County Historical Society | |||||||
| 160 Johnson St | Winona | MN | 55897 | PC | Taproot Matching Grant | $1,000 | |
| WSU Center for Sustaining Ag & Natural Resources | |||||||
| 1100 N Western Ave | Wenatchee | WA | 98001 | PC | Program support | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,432,891 | 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 | $14,259 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $817,635 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,331,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$499,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$499,768 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Laird Norton Real Estate | ||||||
| 1 | 801 2nd Avenue Suite 1300 | SEATTLE | WA | 98104 | $135,984 | Yes (X) |
| HG Fenton Co | ||||||
| 2 | 7577 Mission Valley Rd Suite 100 | San Diego | CA | 92108 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,050 | Amt |
| Net Investment Income | $5,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,792 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LOAN TO SOLAR MOSAIC, INC DUE JULY 2016, INTEREST RATE OF 4.5% PAYABLE QUARTERLY. | $50,000 |
| Loan to The Nature Conservancy due June 2018, interest rate of 0.75% payable annually. | $50,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Blackrock Strategic Income | $918,603 | $918,603 |
| PIMCO Floating Income Fund | $235,050 | $235,050 |
| Ridgeworth SEIX Floating Income Fund | $464,668 | $464,668 |
| TIAA-Cref Soc Choice Bond | $1,822,961 | $1,822,961 |
| William Blair Bond Fund | $596,760 | $596,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Domestic & International Equities | $2,778,270 | $2,778,270 |
| John Hancock II GI ABS | $1,446,800 | $1,446,800 |
| Longleaf Partners | $479,664 | $479,664 |
| Parnassus Core Equity Instl | $2,819,892 | $2,819,892 |
| PAX World Small Cap | $514,615 | $514,615 |
| TIAA-Cref Soc LW Carbon | $5,717,510 | $5,717,510 |
| William Blair Dir MultiAlt | $4,062,431 | $4,062,431 |
| Wilmington Multi Manager Alt | $1,488,180 | $1,488,180 |
| Wisdomtree Emerging Mkts | $255,657 | $255,657 |
| Wisdomtree Int'l Small Cap fund | $319,085 | $319,085 |
| Aberdeen Emerging Mkts Fund | $354,879 | $354,879 |
| Boston Common Int'l Fund | $1,116,098 | $1,116,098 |
| Driehaus Active Income Fund | $741,696 | $741,696 |
| Driehaus Small Cap Growth | $305,548 | $305,548 |
| Eaton Vance Parametric | $1,534,926 | $1,534,926 |
| Harbor Int'l | $1,970,391 | $1,970,391 |
| William Blair Emerging Mkts Fund | $330,552 | $330,552 |
| Johcm Int'l Select | $1,866,236 | $1,866,236 |
| Northern Global RE Index | $702,911 | $702,911 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee | CategoryTxt |
| Legal Fees | $5,825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,825 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $800,000 | $1,000,000 | $1,000,000 |
| Canopy LLC Investment | $100,000 | $100,000 | |
| ACCRUED INTEREST/DIVIDENDS | $107,063 | $19,265 | $19,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $419 | $0 | $419 |
| Board Expenses | $138,109 | $0 | $138,109 |
| Finance Committee Expense | $2,155 | $2,155 | $0 |
| Infrastructure | $5,729 | $0 | $5,729 |
| Insurance | $2,877 | $0 | $2,877 |
| Office Expense | $3,607 | $0 | $3,607 |
| Office Supplies | $446 | $0 | $446 |
| Parking | $3,708 | $0 | $3,708 |
| Dues and Subscriptions | $6,750 | $0 | $6,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $143,948 | Amt |
| Net Investment Income | $143,948 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $40,000 | $0 | $0 |
| BUSINESS TAXES | $145 | $0 | $145 |
| PAYROLL TAXES | $13,856 | $693 | $13,163 |
| Foreign Tax | $18,531 | $18,531 | $0 |
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