THE RUSSELL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE RUSSELL FAMILY FOUNDATION (EIN 91-1663336)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349101590
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:41:14-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 911663336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 2538585050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM CAVANAUGH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2538585050 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2015-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $143,141,208 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,629,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,401,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,459,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,992,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,124,326 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,436,357 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104,040 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,525,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,630,357 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $262,303 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $262,303 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $726,524 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $727,287 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $232,752 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $232,752 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $66,426 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $59,680 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $300,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,967 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $291,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,208,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $780,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $418,455 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $47,634 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $47,634 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $280,785 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84,905 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,359 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,252 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,393 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,574 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $204,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $204,074 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,979 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,645 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $496,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308,352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,878,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,178,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,308,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,582,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,823,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,460,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,178,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,131,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$935,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,451,821 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,018 | CashBOYAmt |
| Cash EOY | $469,782 | CashEOYAmt |
| Cash EOYFMV | $469,782 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,888,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,116,546 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,116,546 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $704 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $625 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $625 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $625 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $62,032,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,081,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,081,578 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,701,686 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,778,497 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,778,497 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $51,361,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,538,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,538,929 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $323,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $305,471 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $30,337 | LandBOYAmt |
| Land EOY | $17,772 | LandEOYAmt |
| Land EOYFMV | $17,772 | LandEOYFMVAmt |
| Other Assets BOY | $14,857 | OtherAssetsBOYAmt |
| Other Assets EOY | $137,479 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $137,479 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $148,066,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,141,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,141,208 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $225,013 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $212,781 | AccountsPayableEOYAmt |
| Grants Payable BOY | $511,305 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,270,235 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $736,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,483,016 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $147,329,813 | UnrestrictedBOYAmt |
| Unrestricted EOY | $140,658,192 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,329,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,658,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $148,066,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,141,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,329,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$935,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $146,394,388 | SubtotalAmt |
| Other Decreases | $5,736,196 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,658,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $57,296,281 | $49,824,672 | $7,471,609 | $7,471,609 | |||
| EQUITY PARTNERSHIP INVESTMENTS | $1,664,770 | $1,664,770 | $1,664,770 | P | |||
| DISPOSAL OF EQUIPMENT | $433 | $12,372 | -$11,939 | -$11,939 | P | ||
| SALE OF K-1 INTEREST IN JC MUELLER SEATTLE FUND I LLC | $31,136 | $31,250 | -$114 | -$114 | P | 2007-01-01 | 2014-05-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,124,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,224,262 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $140,371,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,130,682 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $130,786,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,359,356 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $128,523,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057261 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,864,799 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $126,526,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,621,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $118,305,473 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064425 | DistributionYr5Rt |
| Total Distribution | 0.298515 | TotalDistributionRt |
| Average Distribution | 0.059703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,905,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,412,502 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114,518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,527,020 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,154,531 | 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 | $114,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,591 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $267,591 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $153,073 | OverpaymentAmt |
| Applied To ES Tax | $28,630 | AppliedToESTaxAmt |
| Refund | $124,443 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TRFF.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN SIMPSON | IndividualWithBooksNm |
| Phone | 2538585050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | 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 | Yes (1) | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD WOO | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | CEO | 40.00 | $262,303 | $32,462 | $0 |
| DION RURIK | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | CHAIR | 3.00 | $0 | $0 | $0 |
| ERIC RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TIM CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | TREASURER | 1.00 | $0 | $0 | $0 |
| YVONNE SANCHEZ | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SARAH CAVANAUGH | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HUBERT LOCKE | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS RURIK | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILEEN RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ZAC RUSSELL | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY IZUMIZAKI | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR OF PROGRAMS | 40.00 | $184,016 | $20,858 | $0 |
| STEPHANIE ANDERSON | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | DIRECTOR OF FINANCE | 40.00 | $105,813 | $20,964 | $0 |
| FABIOLA GREENAWALT | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | EXECUTIVE ASSISTANT | 40.00 | $85,957 | $25,232 | $0 |
| SUSAN DOBKINS | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | PROGRAM OFFICER | 40.00 | $88,774 | $20,455 | $0 |
| HOLLY POWERS | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | SR. PROGRAM OFFICER | 40.00 | $94,028 | $12,751 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THRESHOLD GROUP | |||||
| PO BOX 2358 | GIG HARBOR | WA | 98335 | ACCOUNTING / INVESTMENT ADVICE | $614,739 |
| WESTWOOD GLOBAL INVESTMENTS LLC | |||||
| 99 SUMMER STREET SUITE 1130 | BOSTON | MA | 02110 | INVESTMENT ADVICE | $154,180 |
| PARAMETRIC | |||||
| 1151 FAIRVIEW AVENUE N | SEATTLE | WA | 98109 | INVESTMENT ADVICE | $116,187 |
| CLARK NUBER | |||||
| 10900 NE 4TH STREET SUITE 1700 | BELLEVUE | WA | 98004 | ACCOUNTING / TAX | $116,136 |
| CEDAR ROCK CAPITAL LLC | |||||
| 11 BROADWAY SUITE 965 | NEW YORK | NY | 10004 | INVESTMENT ADVICE | $97,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JANE'S FELLOWSHIP PROGRAM THE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM. THE PURPOSE OF THE PROGRAM IS TO SUPPORT GRASSROOTS LEADERS IN TACOMA AND PIERCE COUNTY, WASHINGTON, WHO ARE ACTIVE COMMUNITY STEWARDS, DEDICATED TO IMPROVING THE QUALITY OF LIFE IN THE COMMUNITY.EVERY OTHER YEAR, THE FOUNDATION SELECTS INDIVIDUALS TO FORM EACH CLASS OF FELLOWS. THE JANE'S FELLOWSHIP CLASSES ARE TWO YEARS AND EACH FELLOW RECEIVES: A FINANCIAL STIPEND TOTALING $6,000; AN OPPORTUNITY TO APPLY FOR COMMUNITY PROJECT GRANTS; AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2014, JANE'S FELLOWSHIP HAD 13 FELLOWS: TOTAL OPERATING EXPENSES = $ 299,058 TOTAL GRANT EXPENSES = $ 78,000THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005. | Description1Txt |
| Expenses1 | $377,058 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $86,159,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,625,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,266,177 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,051,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,051,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,145,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,905,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,045,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,045,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114,518 | TotalTaxAmt |
| Distributable Before Adj | $6,930,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $433 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,931,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,931,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,131,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $23,059 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,154,531 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $114,518 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,040,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,931,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,757,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,459,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,085,463 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,302,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,154,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,931,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,223,323 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,525,957 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,757,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,768,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,459,588 | ExcessFromYear4Amt |
| Excess From Year3 | $1,085,463 | ExcessFromYear3Amt |
| Excess From Current Year | $3,223,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINSEY SAUER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2567 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2538510460 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS OF INQUIRY ARE RECEIVED THROUGH AN ONLINE GRANTMAKING PROGRAM (FOUNDANT TECHNOLOGIES) THAT IS ACCESSED VIA OUR WEBSITE AND MAY BE INVITED TO SUBMIT FULL PROPOSALS. THE INFORMATION AND MATERIALS REQUESTED VARY FOR EACH PROGRAM BUT TYPICALLY INCLUDE PROJECT DETAILS, BUDGET, KEY STAFF LIST AND BOARD OF DIRECTOR LISTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT CYCLE DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL, JR. FUND AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NON-PROFIT 501(C)(3). THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (POLLUTED RUNOFF/GREEN INFRASTRUCTURE, ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING THE PUGET SOUND. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2SEEDS NETWORK | ||||||||
| 920 U STREET NW | WASHINGTON | DC | 20001 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS | $3,000 | |
| A CARING HAND THE BILLY ESPOSITO FOUNDATION | ||||||||
| C/O 303 FIFTH AVE SUITE 806 | NEW YORK | NY | 10016 | NONE | PC: 509(A)(1) | GENERAL OPERATION SUPPORT | $2,000 | |
| ADVOCATES FOR IMMIGRANTS IN DETENTION NW | ||||||||
| 621 TACOMA AVE SOUTH SUITE 501 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $1,200 | |
| AIDS HOUSING ASSOCIATION OF TACOMA | ||||||||
| 301 N L STREET | TACOMA | WA | 98403 | NONE | PC: 509(A)(1) | GENERAL OPERATION SUPPORT | $5,000 | |
| AMERICAN LEADERSHIP FORUM | ||||||||
| 738 BROADWAY SUITE 301 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | VOLUNTEER MATCHING GIFT 2014 | $1,000 | |
| AMERICAN LEADERSHIP FORUM | ||||||||
| 738 BROADWAY SUITE 301 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | AMERICAN LEADERSHIP FORUM OF TACOMA/PIERCE COUNTY CHAPTER | $5,000 | |
| AMERICAN RED CROSS MOUNT RAINIER CHAPTER | ||||||||
| 1235 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR PIERCE COUNTY | $54,000 | |
| AMERICAN RED CROSS MOUNT RAINIER CHAPTER | ||||||||
| 1235 SOUTH TACOMA WAY | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR PIERCE COUNTY EMERGENCY SERVICES | $5,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC: 509(A)(1) | REFORMING THE CORPS TO RESTORE PUGET SOUND RIVERS | $40,000 | |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | ||||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $300 | |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | ||||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | HOMELESS YOUTH PROGRAMS | $5,000 | |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | ||||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT DECEMBER 2014 | $1,000 | |
| ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY | ||||||||
| 901 S 13TH STREET | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | ASSOCIATED MINISTRIES' GENERAL OPERATIONS | $5,000 | |
| ASSOCIATION FOR CULTURAL EQUITY | ||||||||
| 425 EAST 25TH STREET ROOM 1000 | NEW YORK | NY | 10010 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| AUDUBON WASHINGTON | ||||||||
| 5902 LAKE WASHINGTON BLVD S | SEATTLE | WA | 98118 | NONE | PC: 509(A)(1) | TEAM AQUA FORCE: TEEN LEADERSHIP FOR A HEALTHY PUGET SOUND | $25,000 | |
| BIKE WORKS SEATTLE | ||||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $100 | |
| BLUFF LAKE NATURE CENTER | ||||||||
| 4755 PARIS ST 190 | DENVER | CO | 80239 | NONE | PC: 509(A)(1) | BLUFF LAKE NATURE CENTER CAPITAL CAMPAIGN | $7,500 | |
| BONNEVILLE ENVIRONMENTAL FOUNDATION | ||||||||
| 240 SW 1ST AVENUE | PORTLAND | OR | 97204 | NONE | PC: 509(A)(1) | IMPLEMENTATION OF THE PUYALLUP WATERSHED INITIATIVE | $251,230 | |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | ||||||||
| 3875 S 66TH ST SUITE 101 | TACOMA | WA | 984092471 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $32,000 | |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | ||||||||
| 3875 S 66TH ST SUITE 101 | TACOMA | WA | 984092471 | NONE | PC: 509(A)(1) | BGCSPS GENERAL OPERATIONS | $5,000 | |
| BROADWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 901 BROADWAY STE 700 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | BROADWAY CENTER GENERAL OPERATING SUPPORT | $5,000 | |
| BROADWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 901 BROADWAY STE 700 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | TACOMA PHILHARMONIC GENERAL OPERATING SUPPORT | $5,000 | |
| BUILDING YOUTH THROUGH MUSIC | ||||||||
| 1650 E WRIGHT | TACOMA | WA | 98404 | NONE | PC: 509(A)(1) | RODNEY GOES GREEN LAUNCH | $25,000 | |
| CASA CORNELIA LAW CENTER | ||||||||
| 2760 FIFTH AVE STE 200 | SAN DIEGO | CA | 92103 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| CASA LATINA | ||||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | NONE | PC: 509(A)(1) | GENERAL OPERATING | $5,000 | |
| CENTER FOR DIVERSITY & THE ENVIRONMENT | ||||||||
| PO BOX 10598 | PORTLAND | OR | 97229 | NONE | PC: 509(A)(1) | EPOC SEATTLE GENERAL OPERATING SUPPORT | $15,000 | |
| CENTRAL KITSAP FOOD BANK | ||||||||
| 3537 NW ANDERSON HILL RD | SILVERDALE | WA | 98383 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $200 | |
| CHILDREN'S MUSEUM OF TACOMA | ||||||||
| 1501 PACIFIC STE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILDREN'S MUSEUM OF TACOMA | ||||||||
| 1501 PACIFIC STE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| CHINESE RECONCILIATION PROJECT FOUNDATION | ||||||||
| PO BOX 7024 | TACOMA | WA | 984060024 | NONE | PC: 509(A)(2) | EMPLOYEE MATCHING GIFT 2014 | $1,000 | |
| CHINESE RECONCILIATION PROJECT FOUNDATION | ||||||||
| PO BOX 7024 | TACOMA | WA | 984060024 | NONE | PC: 509(A)(2) | EMPLOYEE MATCHING GIFT DECEMBER 2014 | $100 | |
| CITIZENS FOR A HEALTHY BAY | ||||||||
| 535 DOCK STR STE 213 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | WATER POLLUTION PREVENTION, ENFORCEMENT & EDUCATION PROJECT | $40,000 | |
| CITIZENS FOR A HEALTHY BAY | ||||||||
| 535 DOCK STR STE 213 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | PUYALLUP RIVER WATERSHED STUDENT STEWARDSHIP PROJECT | $10,000 | |
| CLEAN BOATING FOUNDATION | ||||||||
| 1900 N NORTHLAKE WAY SUITE 233 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | CERTIFIED BOATYARD PROGRAM | $15,000 | |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1250 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| COLLEGE SUCCESS FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1250 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $100 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | OPERATIONAL SUPPORT | $5,000 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | PROVIDING LAPTOPS TO STUDENTS | $10,000 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | SPORTS SCHOLARSHIP AND ASB CARD FUND | $20,000 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | SITE COORDINATOR GIFT CARDS | $5,000 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | SUPPLY/SNACK GIFT CARDS | $7,000 | |
| COMMUNITIES IN SCHOOLS OF PENINSULA | ||||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | PC: 509(A)(1) | OPERATIONAL SUPPORT | $20,000 | |
| COMMUNITY BOAT PROJECT AT THE NW SCHOOL OF WOODEN BOATBUILDING | ||||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | NONE | PC: 509(A)(1) | EARTHSEA STEWARDS | $10,000 | |
| CONFLUENCE PHILANTHROPY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $5,000 | |
| COVENANT YOUTH OF ALASKA | ||||||||
| PO BOX 203356 | ANCHORAGE | AK | 99654 | NONE | PC: 509(A)(1) | CHRIS LOCKWOOD SCHOLARSHIP FUND | $5,000 | |
| CRAG LAW CENTER | ||||||||
| 917 SW OAK STREET | PORTLAND | OR | 97205 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $1,000 | |
| DOWNTOWN EMERGENCY SERVICE CENTER | ||||||||
| 515 3RD AVE | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| EARTHCORPS | ||||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) | SHARING STORMWATER INNOVATION | $30,000 | |
| EARTHCORPS | ||||||||
| 6310 NE 74TH STREET SUITE 201E | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) | STORMING THE SOUND WITH SALMON - PROGRAM EXPANSION | $15,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC: 509(A)(2) | LEGAL ADVOCACY TO PROTECT AND RESTORE WATER QUALITY IN PUGET SOUND | $75,000 | |
| EASTER SEALS WASHINGTON | ||||||||
| 220 WEST MERCER ST SUITE 120W | SEATTLE | WA | 98119 | NONE | PC: 509(A)(1) | NATURE LEARNING CTR PROJECT AT EASTER SEALS WASHINGTON'S CAMP STAND BY ME | $5,000 | |
| EASTWEST INSTITUTE | ||||||||
| 11 EAST 26TH STREET | NEW YORK | NY | 10010 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT IN HONOR OF JOHN MROZ | $5,000 | |
| ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE | ||||||||
| 8201 10TH AVENUE SOUTH SUITE 3 | SEATTLE | WA | 98108 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $40,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) | BLUE SKY FUNDERS FORUM 2014/2015 DUES | $5,000 | |
| ENVIRONMENTAL SCIENCE CENTER | ||||||||
| 126 SW 148TH C100-170 | BURIEN | WA | 98166 | NONE | PC: 509(A)(1) | PROTECTING OUR WATERSHED THROUGH EDUCATION AND SERVICE LEARNING | $40,000 | |
| EPIP TIDES CENTER | ||||||||
| 10 EAST 34TH STREET FLOOR 10 | NEW YORK | NY | 10016 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $3,000 | |
| FDN FOR TACOMA STUDENTS (PROJECT OF GREATER TACOMA COMMUNITY FDN) | ||||||||
| 901 BROADWAY AVENUE SUITE 400 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | THE FOUNDATION FOR TACOMA STUDENTS, RE-GRANTING FUND | $5,000 | |
| FISH FOOD BANKS OF PIERCE COUNTY | ||||||||
| 621 TACOMA AVE SOUTH SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | KEY PENINSULA MOBILE FISH FOOD BANK | $25,000 | |
| FISH FOOD BANKS OF PIERCE COUNTY | ||||||||
| 621 TACOMA AVE SOUTH SUITE 202 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | KEY PENINSULA FOOD BANK (MOBILE) | $25,000 | |
| FORGOTTEN CHILDREN'S FUND | ||||||||
| PO BOX 9936 | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | CAPTAIN'S AUCTION | $10,000 | |
| FORGOTTEN CHILDREN'S FUND | ||||||||
| PO BOX 9936 | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | SCIENCE ON THE SEA | $40,000 | |
| FRANCISCAN FOUNDATION | ||||||||
| 1149 MARKET STREET MS 10-02 | TACOMA | WA | 984023515 | NONE | PC: 509(A)(2) | FRANCISCAN FOUNDATION - BREAST CANCER NAVIGATOR PROGRAM | $5,000 | |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $9,020 | |
| GIG HARBOR PENINSULA FISH | ||||||||
| 4425 BURNHAM DRIVE | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | |
| GRANTS MANAGERS NETWORK | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $2,000 | |
| GRASSROOTS GRANTMAKERS | ||||||||
| PO BOX 9069 | DENVER | CO | 80209 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $1,500 | |
| GREAT PENINSULA CONSERVANCY | ||||||||
| 423 PACIFIC AVENUE SUITE 401 | BREMERTON | WA | 98337 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER METRO PARKS FOUNDATION | ||||||||
| 4702 S 19TH ST | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | TACOMA NATURE CENTER ENVIRONMENTAL EDUCATION PROGRAMMING | $25,000 | |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | PUYALLUP WATERSHED INITIATIVE AT GTCF | $1,000,000 | |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | PUYALLUP WATERSHED INITIATIVE AT GTCF - ADDITIONAL 2014 FUNDS | $89,336 | |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||||
| 950 PACIFIC AVE SUITE 1100 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | FUND FOR WOMEN & GIRLS | $5,000 | |
| GREEN FUTURES RESEARCH AND DESIGN LAB | ||||||||
| 348 GOULD HALL BOX 355734 | SEATTLE | WA | 981955734 | NONE | PC: 509(A)(1) | CENTRAL PUGET SOUND REGIONAL OPEN SPACE STRATEGY (ROSS) | $100,000 | |
| GREENHOUSE SCHOLARS | ||||||||
| 1881 9TH STREET SUITE 200 | BOULDER | CO | 80302 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $7,500 | |
| HELPING HAND HOUSE | ||||||||
| PO BOX 710 | PUYALLUP | WA | 98371 | NONE | PC: 509(A)(1) | SUPPORT HOMELESS YOUTH | $20,000 | |
| ISLANDWOOD | ||||||||
| 4450 BLAKELY AVE NE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC: 509(A)(1) | HOMEWATERS | $25,000 | |
| JANE'S FELLOWSHIP - 13 RECIPIENTS O | ||||||||
| PO BOX 2567 | GIG HARBOR | WA | 98335 | NONE | I: INDIVIDUAL | CLASS 5 JANE'S FELLOWSHIP - 13 RECIPIENTS OF $6,000 | $78,000 | |
| JDRF NORTHWEST CHAPTERSOUTH SOUND COUNCIL | ||||||||
| 1215 FOURTH AVE SUITE 1100 | SEATTLE | WA | 98161 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| JDRF NORTHWEST CHAPTERSOUTH SOUND COUNCIL | ||||||||
| 1215 FOURTH AVE SUITE 1100 | SEATTLE | WA | 98161 | NONE | PC: 509(A)(1) | OUTREACH PROGRAM--DAY OF HOPE AND HEALTH | $20,000 | |
| KID PAN ALLEY | ||||||||
| PO BOX 38 274 HUNTERS RD | WASHINGTON | VA | 22747 | NONE | PC: 509(A)(1) | SONGWRITING RESIDENCY AT KOHALA ES | $5,000 | |
| KIVA MICROFUNDS | ||||||||
| 875 HOWARD ST SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | PC: 509(A)(1) | 2014 EMPLOYEE MATCHING GIFT | $4 | |
| KPLU-FM (PACIFIC LUTHERAN UNIVERSITY) | ||||||||
| 12182 PARK AVE S | TACOMA | WA | 98447 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $1,200 | |
| KUMU FISCALLY SPONSORED BY BUCKMINSTER FULLER INSTITUTE | ||||||||
| 2150 ALLSTON WAY 280 | BERKELEY | CA | 94704 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT FOR KUMU | $5,000 | |
| LATINO COMMUNITY FUND OF WASHINGTON | ||||||||
| PO BOX 30669 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | WASHINGTON LATINO NONPROFIT LEADERSHIP ACADEMY ENVIRONMENTAL SUSTAINABILITY | $25,000 | |
| LINDQUIST DENTAL CLINIC FOR CHILDREN | ||||||||
| 130-131ST STREET S | TACOMA | WA | 98444 | NONE | PC: 509(A)(1) | LINDQUIST DENTAL CLINIC FOR CHILDREN'S GIG HARBOR CLINIC | $40,000 | |
| MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL | ||||||||
| PO BOX 543 | KAMUELA | HI | 96743 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| MARY BRIDGE CHILDREN'S FOUNDATION | ||||||||
| 409 J STREET PO BOX 5296 | TACOMA | WA | 984150296 | NONE | PC: 509(A)(1) | FESTIVAL OF TREES 2014 | $5,000 | |
| MEISTERSINGER BOOSTERS | ||||||||
| 1009 35TH STREET CT NW | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(2) | GIG HARBOR HIGH SCHOOL MEISTERSINGERS | $10,000 | |
| MISSION INVESTORS EXCHANGE (PHILANTHROPY NORTHWEST FISCAL) | ||||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $2,000 | |
| MOUNTAINS TO SOUND GREENWAY TRUST | ||||||||
| 911 WESTERN AVENUE SUITE 203 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | MOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM | $25,000 | |
| MUSEUM OF GLASS | ||||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | NONE | PC: 509(A)(1) | HOT SHOP HEROES: HEALING WITH FIRE | $75,000 | |
| MUSEUM OF GLASS | ||||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | NONE | PC: 509(A)(1) | ENDOWMENT SUPPORT | $3,000,000 | |
| MUSEUM OF HISTORY & INDUSTRY (MOHAI) | ||||||||
| 860 TERRY AVE N | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | SIGNIFICANCE OF SALMON EDUCATION PROGRAM | $5,000 | |
| NA KALAI WAA | ||||||||
| 65-1206 MAMALAHOA HWY | KAMUELA | HI | 96743 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | WOMEN IN FAMILY PHILANTHROPY | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | 2014 AFFILIATION CONTRIBUTION | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 192 NICKERSON STREET STE 100 | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $50 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 436 14TH STREET SUITE 425 | OAKLAND | CA | 94612 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $1,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT FOR TOILET HACKERS | $10,000 | |
| NOMI NETWORK | ||||||||
| 501 FIFTH AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| P O BOX 519 55-3393 AKONI PULE HWY | HAWI | HI | 96719 | NONE | PC: 509(A)(1) | HAWAII CONSERVATORY FOR MUSIC AND ART | $5,000 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | ||||||||
| P O BOX 519 55-3393 AKONI PULE HWY | HAWI | HI | 96719 | NONE | PC: 509(A)(1) | KOHALA ROBOTICS - CHINA TOURNAMENT | $5,000 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVENUE SUITE 400 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | ASSISTANCE TO DETAINED IMMIGRANTS AND REFUGEES | $5,000 | |
| NORTHWEST SINFONIETTA | ||||||||
| 1019 PACIFIC AVENUE | TACOMA | WA | 984011154 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| NORTHWEST SINFONIETTA | ||||||||
| 1019 PACIFIC AVENUE | TACOMA | WA | 984011154 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| NW FURNITURE BANK | ||||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | SUPPORT FOR DIRECTOR OF DEVELOPMENT | $10,000 | |
| NW FURNITURE BANK | ||||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | NWFB GENERAL OPERATING SUPPORT | $20,000 | |
| NW FURNITURE BANK | ||||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | |
| ONE TO WORLD INC | ||||||||
| 285 WEST BROADWAY SUITE 450 | NEW YORK | NY | 10013 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| PACIFIC EDUCATION INSTITUTE | ||||||||
| MARKET PLACE OFFICE BLD 724 | OLYMPIA | WA | 98501 | NONE | PC: 509(A)(1) | PEI PUGET SOUND K-12 FIELDSTEM PROGRAM AND RESEARCH/EVALUATION PROJECT | $75,000 | COLUMBIA ST NW SUITE 255 |
| PACIFIC SCIENCE CENTER FOUNDATION | ||||||||
| 200 SECOND AVENUE N | SEATTLE | WA | 98109 | NONE | PC: 509(A)(1) | WETLAB ACADEMY PROJECT AT MERCER SLOUGH ENVIRONMENTAL EDUCATION CENTER | $25,000 | |
| PACIFIC SHELLFISH INSTITUTE | ||||||||
| 120 STATE AVE NE 1056 | OLYMPIA | WA | 98501 | NONE | PC: 509(A)(1) | PUGET SOUND BEACH SWEEPERS: POLLUTION REDUCTION THROUGH ENVIRONMENTAL EDUCATION AND ACTION | $25,000 | |
| PENINSULA COMMUNITIES OF FAITH | ||||||||
| PO BOX 352 | WAUNA | WA | 99395 | NONE | PC: 509(A)(1) | FOOD BACKPACKS 4 KIDS | $25,000 | |
| PENINSULA YOUTH ORCHESTRA ASSOCIATION | ||||||||
| PO BOX 2481 5601 GUSTAFSON | GIG HARBOR | WA | 98335 | NONE | PC: 509(A)(1) | PENINSULA YOUTH ORCHESTRA - GENERAL OPERATING SUPPORT | $5,000 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $6,635 | |
| PIERCE CONSERVATION DISTRICT | ||||||||
| PO BOX 1057 5430 E 66TH ST | PUYALLUP | WA | 98371 | NONE | GOV: GOVT ENTITY | REGULATORY RESEARCH FOR PIERCE COUNTY AGRICULTURAL ROUNDTABLE | $7,470 | |
| PIERCE COUNTY CENTER FOR DISPUTE RESOLUTION | ||||||||
| 738 BROADWAY SUITE 400 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $200 | |
| PIERCE COUNTY LIBRARY FOUNDATION | ||||||||
| 3005 112TH ST E | TACOMA | WA | 98446 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $500 | |
| POINT DEFIANCE ZOOLOGICAL SOCIETY | ||||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | CITIZEN SCIENCE | $20,000 | |
| POINT DEFIANCE ZOOLOGICAL SOCIETY | ||||||||
| 5400 NORTH PEARL STREET | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | THE POINT DEFIANCE ZOOLOGICAL SOCIETY | $5,000 | |
| PORT GAMBLE S'KLALLAM FOUNDATION | ||||||||
| 31912 LITTLE BOSTON ROAD NE | KINGSTON | WA | 98346 | NONE | PC: 509(A)(1) | SUMMER ENVIRONMENTAL EDUCATION PROGRAM | $20,000 | |
| PUGET SOUNDKEEPER ALLIANCE | ||||||||
| 5305 SHILSHOLE AVE NW SUITE 150 | SEATTLE | WA | 98107 | NONE | PC: 509(A)(1) | PUGET SOUND LEADERSHIP, STORMWATER REGULATION & CLEAN WATER ACT ENFORCEMENT PROJECT | $100,000 | |
| R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 7119 | TACOMA | WA | 98417 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS | $5,000 | |
| RAINBOW CENTER | ||||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98407 | NONE | PC: 509(A)(1) | VOLUNTEER MATCHING GIFT 2014 | $1,000 | |
| RE SOURCES FOR SUSTAINABLE COMMUNITIES | ||||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | NONE | PC: 509(A)(1) | NORTH SOUND BAYKEEPER | $40,000 | |
| REACH MINISTRIES | ||||||||
| 309 SOUTH G STREET SUITE 3 | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | REACH MINISTRIES - GENERAL OPERATING | $5,000 | |
| RESOURCES LEGACY FUND | ||||||||
| 555 CAPITOL MALL SUITE 1095 | SACRAMENTO | CA | 95814 | NONE | PC: 509(A)(1) | WASHINGTON WATER PROJECT | $100,000 | |
| RIVER NETWORK | ||||||||
| 434 NW SIXTH AVE SUITE 304 | PORTLAND | OR | 97209 | NONE | PC: 509(A)(1) | DEPAVING THE PUYALLUP WATERSHED | $45,000 | |
| SAFE STREETS | ||||||||
| 622 TACOMA AVE S SUITE 1 | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $200 | |
| SALISH SEA EXPEDITIONS | ||||||||
| 1257 PATMOS LANE | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC: 509(A)(2) | SCIENTIFIC LITERACY & ENVIRONMENTAL STEWARDSHIP THROUGH SALISH'S SOUND & SOURCE PROGRAM | $30,000 | |
| SEATTLE AQUARIUM | ||||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | CITIZEN SCIENCE: HIGH SCHOOL STUDENTS MONITORING MARINE NEARSHORE ENVIRONMENTS | $15,000 | |
| SEATTLE PREPARATORY SCHOOL | ||||||||
| 2400 11TH AVENUE E | SEATTLE | WA | 98006 | NONE | PC: 170(B)(1)(A)(I) | BUILDING OUR FUTURE: THE CAMPAIGN FOR SEATTLE PREP | $10,000 | |
| SEATTLE SYMPHONY ORCHESTRA | ||||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 98111 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| SEATTLE TILTH ASSOCIATION | ||||||||
| 4649 SUNNYSIDE AVE NORTH ROOM 120 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | SCHOOL GARDEN COALITION INITIATIVE | $25,000 | |
| SECOND CYCLE | ||||||||
| 1205 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $100 | |
| SHIRTS ACROSS AMERICA | ||||||||
| 732 18TH AVE EAST | SEATTLE | WA | 98112 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 | |
| SIGHTLINE INSTITUTE | ||||||||
| 1402 THIRD AVE SUITE 500 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | SOUND STORMWATER SOLUTIONS | $60,000 | |
| SLOW MONEY | ||||||||
| PO BOX 333 445 YORK ST SUITE 333 | YORK HARBOR | ME | 03911 | NONE | PC: 509(A)(1) | BEETCOIN | $5,000 | |
| SOCIAL JUSTICE FUND | ||||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $1,000 | |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | ||||||||
| 220 SECOND AVENUE SOUTH SUITE 300 | SEATTLE | WA | 98104 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| SOLID GROUND | ||||||||
| 1501 NORTH 45TH STREET | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | LOST FORK OF HAMM CREEK STEWARDSHIP PROJECT | $6,500 | |
| SOUTH SOUND ESTUARY ASSOCIATION | ||||||||
| PO BOX 2182 | OLYMPIA | WA | 98507 | NONE | PC: 509(A)(1) | CONNECTING YOUTH TO THE HEALTH OF PUGET SOUND WATERS | $15,000 | |
| SPOKANE VALLEY PARTNERS | ||||||||
| 10814 EAST BROADWAY AVENUE | SPOKANE VALLEY | WA | 99206 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT IN HONOR OF WES FRYE | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC: 509(A)(1) | STANFORD WOMEN'S VOLLEYBALL SAND COURT COMPLEX | $50,000 | |
| STEWARDSHIP PARTNERS | ||||||||
| 1411 4TH AVE SUITE 1425 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | SALMON SAFE PUGET SOUND URBAN INITIATIVE | $20,000 | |
| STEWARDSHIP PARTNERS | ||||||||
| 1411 4TH AVE SUITE 1425 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | STEWARDSHIP PARTNERS GENERAL OPERATING | $110,000 | |
| SUSTAINABLE CONNECTIONS | ||||||||
| 1701 ELLIS ST SUITE 221 | BELLINGHAM | WA | 98225 | NONE | PC: 509(A)(1) | LEGACY WATERSHEDS: PUBLIC-PRIVATE LOW IMPACT DEVELOPMENT FOR PUGET SOUND | $40,000 | |
| TACOMA ART MUSEUM | ||||||||
| 1701 PACIFIC AVENUE | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 | |
| TACOMA COMMUNITY HOUSE | ||||||||
| PO BOX 5107 1314 SOUTH L STREET | TACOMA | WA | 98415 | NONE | PC: 509(A)(1) | READ2ME TUTORING PROGRAM EXPANSION | $5,000 | |
| TACOMA MUSICAL PLAYHOUSE | ||||||||
| 7116 6TH AVE | TACOMA | WA | 98406 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 | |
| TACOMA SYMPHONY ORCHESTRA | ||||||||
| 901 BROADWAY STE 600 | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 | |
| TACOMA YOUTH CHORUS | ||||||||
| 4009 BRIDGEPORT WAY W - SUITE F | UNIVERSITY PLACE | WA | 98466 | NONE | PC: 509(A)(2) | TYC OPERATING SUPPORT | $5,000 | |
| TACOMA YOUTH SYMPHONY ASSOCIATION INC | ||||||||
| 901 BROADWAY SUITE 500 | TACOMA | WA | 984024415 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $5,000 | |
| TACOMAPIERCE COUNTY HABITAT FOR HUMANITY | ||||||||
| 4824 SOUTH TACOMA WA | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT | $82,050 | |
| TACOMAPIERCE COUNTY HABITAT FOR HUMANITY | ||||||||
| 4824 SOUTH TACOMA WA | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| TEWA WOMEN UNITED | ||||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 941290361 | NONE | PC: 509(A)(1) | 2014 MEMBERSHIP DUES | $6,500 | |
| THE HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY | ||||||||
| 2608 CENTER STREET | TACOMA | WA | 98409 | NONE | PC: 509(A)(1) | GENERAL OPERATIONS AND PROGRAMS | $5,000 | |
| THE MERWIN CONSERVANCY | ||||||||
| PO BOX 809 455 KULIKE ROAD | HAIKU | HI | 96708 | NONE | SO I | GENERAL OPERATING SUPPORT | $5,000 | |
| THE MOUNTAINEERS | ||||||||
| 7700 SAND POINT WAY NE | SEATTLE | WA | 98115 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PC: 509(A)(1) | COORDINATED INVESTMENT FOR PUGET SOUND FLOODPLAINS | $75,000 | |
| THE REDWOODS INITIATIVE | ||||||||
| 405 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PC: 509(A)(2) | GENERAL OPERATING SUPPORT | $2,500 | |
| THE RESCUE MISSION | ||||||||
| 702 PACIFIC AVENUE | TACOMA | WA | 984011912 | NONE | PC: 509(A)(1) | 2014 EMPLOYEE MATCHING GIFT | $200 | |
| THE RESCUE MISSION | ||||||||
| 702 PACIFIC AVENUE | TACOMA | WA | 984011912 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $200 | |
| TOWN HALL SEATTLE | ||||||||
| 1119 8TH AVE | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| US GEOLOGICAL SURVEY | ||||||||
| 934 BROADWAY SUITE 300 | TACOMA | WA | 98402 | NONE | GOV: GOVT ENTITY | CHARACTERIZATION AND NUMERICAL SIMULATION OF THE PUYALLUP WATERSHED | $15,000 | |
| UNITED WAY OF PIERCE COUNTY | ||||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | UWPC BASIC NEEDS PROGRAM | $250,000 | |
| UNITED WAY OF PIERCE COUNTY | ||||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | VFW DEPT. OF WASHINGTON PIERCE COUNTY UNMET NEEDS AND MILITARY ASSISTANCE PROGRAM | $100,000 | |
| UNITED WAY OF PIERCE COUNTY | ||||||||
| 1501 PACIFIC 400 | TACOMA | WA | 98401 | NONE | PC: 509(A)(1) | UWPC BASIC NEEDS PROGRAM | $100,000 | |
| UNIVERSITY DISTRICT FOOD BANK | ||||||||
| 4731 15TH AVE NE | SEATTLE | WA | 98105 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT IN HONOR OF HOLLY JOHNSON | $5,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION - HARBORVIEW | ||||||||
| BOX 351210 407 GERBERDING HALL | SEATTLE | WA | 98195 | NONE | PC: 509(A)(1) | HARBORVIEW MEDICAL CENTER MISSION OF CARING | $10,000 | |
| UNIVERSITY OF WASHINGTON SEATTLE MESA | ||||||||
| 014 LOEW HALL BOX 352181 | SEATTLE | WA | 98195 | NONE | PC: 509(A)(1) | SCHOLARSHIPS | $10,000 | |
| UNIVERSITY OF WASHINGTON TACOMA | ||||||||
| PO BOX 358432 1900 COMMERCE STREET | TACOMA | WA | 98402 | NONE | PC: 509(A)(1) | UW TACOMA MATH-SCIENCE-LEADERSHIP (GRADES 7 & 12) | $25,000 | |
| UNIVERSITY OF WASHINGTON-MOUNT RAINIER INSTITUTE | ||||||||
| 9010 453RD ST EAST | EATONVILLE | WA | 98328 | NONE | PC: 509(A)(1) | FIRST ASCENT: MOUNT RAINIER INSTITUTE'S PILOT SEASON | $35,000 | |
| URBAN GRACE CHURCH | ||||||||
| 902 MARKET STREET | TACOMA | WA | 98402 | NONE | PC: 170(B)(1)(A)(I) | EMPLOYEE MATCHING GIFT 2014 | $5,000 | |
| VILLA ACADEMY | ||||||||
| 5001 NE 50TH ST | SEATTLE | WA | 98105 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| WASHINGTON ENVIRONMENTAL COUNCIL | ||||||||
| 1402 3RD AVE SUITE 1400 | SEATTLE | WA | 98101 | NONE | PC: 509(A)(1) | PEOPLE FOR PUGET SOUND PROGRAM | $125,000 | |
| WASHINGTON STATE UNIVERSITY FOUNDATION - LID LAB | ||||||||
| PO BOX 641925 255 E MAIN STREET | PULLMAN | WA | 991641925 | NONE | PC: 509(A)(1) | WASHINGTON STORMWATER CENTER | $75,000 | |
| WASHINGTON TOXICS COALITION | ||||||||
| 4649 SUNNYSIDE AVE N SUITE 540 | SEATTLE | WA | 98103 | NONE | PC: 509(A)(1) | TOXIC-FREE LEGACY FOR PUGET SOUND | $40,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | ||||||||
| 1216 LINCOLN STREET | EUGENE | OR | 97401 | NONE | PC: 509(A)(1) | PUGET SOUND CONCENTRATED ANIMAL FEEDING OPERATION MANURE LAGOON MAPPING PROJECT | $5,000 | |
| WILD SALMON CENTER | ||||||||
| 721 NW NINTH AVE SUITE 300 | PORTLAND | OR | 97209 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $1,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 MS 413 | FEDERAL WAY | WA | 98063 | NONE | PC: 509(A)(1) | CHANGING THE LIVES OF CHILDREN IN PIERCE COUNTY | $5,000 | |
| YMCA OF GREATER SEATTLE - METROCENTER BRANCH | ||||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | NONE | PC: 509(A)(2) | YMCA EARTH SERVICE CORPS YOUTH VOICES, YOUTH CHOICES, YOUTH ACTION | $35,000 | |
| YMCA OF PIERCE AND KITSAP COUNTIES | ||||||||
| 1614 S MILDRED ST STE 1 | TACOMA | WA | 98465 | NONE | PC: 509(A)(1) | YMCA CAMP SEYMOUR OUTDOOR ENVIRONMENTAL EDUCATION | $25,000 | |
| YWCA OF KITSAP COUNTY | ||||||||
| PO BOX 559 | BREMERTON | WA | 98337 | NONE | PC: 509(A)(1) | EMPLOYEE MATCHING GIFT 2014 | $200 | |
| YWCA PIERCE COUNTY | ||||||||
| 405 BROADWAY | TACOMA | WA | 98402 | NONE | PC: 509(A)(2) | YWCA DOMESTIC VIOLENCE SERVICES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,823,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONFLUENCE PHILANTHROPY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $5,000 | |
| EPIP TIDES CENTER | ||||||||
| 10 EAST 34TH STREET FLOOR 10 | NEW YORK | NY | 10016 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $3,000 | |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $9,010 | |
| GRANTS MANAGERS NETWORK | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $3,000 | |
| GRASSROOTS GRANTMAKERS | ||||||||
| PO BOX 9069 | DENVER | CO | 80209 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $2,000 | |
| LEADERSHIP LEARNING COMMUNITY TIDES CENTER | ||||||||
| 1203 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $5,000 | 200 |
| MISSION INVESTORS EXCHANGE (PHILANTHROPY NW FISCAL) | ||||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $5,000 | |
| MUSEUM OF GLASS | ||||||||
| 1801 DOCK ST | TACOMA | WA | 984023217 | NONE | PC: 509(A)(1) | ENDOWMENT SUPPORT | $2,120,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVE NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $5,000 | |
| NATIVE AMERICANS IN PHILANTHROPY | ||||||||
| 2801 21ST AVE SOUTH SUITE 132D | MINNEAPOLIS | MN | 55407 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $500 | |
| NEIGHBORHOOD FUNDERS GROUP | ||||||||
| 436 14TH STREET SUITE 425 | OAKLAND | CA | 94612 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $1,500 | |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $10,125 | |
| THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 941290361 | NONE | PC: 509(A)(1) | 2015 MEMBERSHIP DUES | $6,500 | |
| WHIDBEY INSTITUTE | ||||||||
| 6449 OLD PIETILA RD | CLINTON | WA | 98236 | NONE | PC: 509(A)(1) | CASCADIA CLIMATE COLLABORATIVE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,180,635 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,629,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,459,670 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS | 525990 | $298,954 | 18 | $2,130,050 |
| LITIGATION SETTLEMENT INCOME | 14 | $7,353 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $298,954 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,226,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,525,289 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $300,140 | Amt |
| Net Investment Income | $4,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $291,169 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUELO ZOBEL ALGER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N HOTEL STREET | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-12-11 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TYPHOON RELIEF EFFORTS IN THE PHILIPPINES, WITH AN EMPHASIS ON THE SAFETY AND PROTECTION OF CHILDREN IN THE DEVASTATED AREAS. DIVERSIONS---------------TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE FOR WHICH THE GRANT WAS MADE. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 12/19/2014 | DatesOfReportsByGranteeTxt |
| Verification | 2014-12-19 | VerificationDt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REQUEST FROM THE GRANTEE. FUNDS WERE SPENT TO REPAIR A DAY CARE CENTER AND DO NOT CARRY FORWARD PAST 2014. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SELF DEALING | FORM 990-PF, PART VII-B, LINE 1A | (3) THE FOUNDATION UTILIZES A SERVICES FIRM TO MANAGE SUBSTANTIALLY ALL OF ITS ASSETS AND TO PROVIDE PROFESSIONAL SERVICES. THE SERVICES FIRM IS OWNED BY SEVERAL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(D).(3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A BOARD OFFICER. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E). |
| FORM 990-PF, PART VII-A, LINE 12 | THE FOUNDATION MADE A GRANT TO THE GREATER TACOMA COMMUNITY FOUNDATION AND TREATED THIS AS A QUALIFYING DISTRIBUTION IN 2014 (SEE PART XV, LINE 3A). THE DISTRIBUTIONS OUT OF THIS FUND WILL BE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRC SECTION 170(C)(2)(B). |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX | $12,070,073 | $12,070,073 |
| DOUBLELINE | $2,566,206 | $2,566,206 |
| LOOMIS SAYLES | $4,814,935 | $4,814,935 |
| STANDISH | $0 | $0 |
| STONE HARBOR | $1,885,291 | $1,885,291 |
| TEMPLETON | $2,441,992 | $2,441,992 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APERIO | $12,737,759 | $12,737,759 |
| BNY MELLON ADVISORY RESEARCH | $0 | $0 |
| BNY MELLON HARDING LOEVNER | $0 | $0 |
| BNY MELLON LEVIN | $0 | $0 |
| COPELAND | $2,363,363 | $2,363,363 |
| DELAWARE EMERGING MARKETS | $2,040,219 | $2,040,219 |
| FIRST EAGLE GLOBAL | $2,023,107 | $2,023,107 |
| HARDING LOEVNER | $3,662,918 | $3,662,918 |
| IVY ASSET STRATEGY | $889,082 | $889,082 |
| LEVIN | $7,387,009 | $7,387,009 |
| RUSSELL LARGE CAP | $14,814,400 | $14,814,400 |
| RUSSELL SMALL CAP | $3,946,131 | $3,946,131 |
| VIRTUS PREMIUM | $0 | $0 |
| WALDEN LARGE CAP | $2,538,093 | $2,538,093 |
| WALDEN SMALL CAP | $0 | $0 |
| WHITEBOX | $5,679,497 | $5,679,497 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARDSLEY RENEWABLE ENERGY FUND | FMV | $2,871,827 | $2,871,827 |
| CEDAR ROCK | FMV | $9,364,715 | $9,364,715 |
| CLEANTECH VENTURES, L.P. | FMV | $554,515 | $554,515 |
| ECOTRUST FORESTS II | FMV | $141,870 | $141,870 |
| GENERATION IM | FMV | $4,379,355 | $4,379,355 |
| GILBERT GLOBAL EQUITY, LP | FMV | $1,649,790 | $1,649,790 |
| JC MUELLER | FMV | $0 | $0 |
| KAYNE ANDERSON ENERGY FUND III (QP), LP | FMV | $74,291 | $74,291 |
| KAYNE ANDERSON ENERGY FUND IV (QP), LP | FMV | $486,680 | $486,680 |
| KAYNE ANDERSON PRIVATE INVESTORS, LP | FMV | $440,337 | $440,337 |
| KAYNE ANDERSON PRIVATE INVESTORS II (QP), LP | FMV | $46,104 | $46,104 |
| PORTFOLIO ADVISORS PRIVATE EQUITY FUND (OFFSHORE) V | FMV | $672,495 | $672,495 |
| PORTFOLIO ADVISORS PVT EQ VII | FMV | $998,511 | $998,511 |
| PORTFOLIO ADVISORS SECONDARY (OFFSHORE) FUND | FMV | $1,706,279 | $1,706,279 |
| SELECT EQUITY FUND, LP | FMV | $6,531,169 | $6,531,169 |
| SILCHESTER INTERNATIONAL INVST | FMV | $8,337,712 | $8,337,712 |
| SOMERSET | FMV | $592,287 | $592,287 |
| SQUADRON | FMV | $981,143 | $981,143 |
| TAP FUND | FMV | $0 | $0 |
| TCW ENERGY X - NL, L.P. | FMV | $441,307 | $441,307 |
| TRANS-EUROPE BUYOUT VI | FMV | $417,701 | $417,701 |
| WGI EMERGING MARKETS FUND | FMV | $10,848,916 | $10,848,916 |
| CANOPY, LLC | FMV | $1,925 | $1,925 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $120,369 | $104,602 | $15,767 | $15,767 |
| FURNITURE & FIXTURES | $202,874 | $200,869 | $2,005 | $2,005 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $66,426 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,680 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX RECEIVABLE | $14,857 | $14,857 | $14,857 |
| ACCRUED INCOME RECEIVABLE | $0 | $122,622 | $122,622 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $5,736,196 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $3,837 | $0 | $3,837 |
| POSTAGE | $899 | $0 | $899 |
| STAFF RECOGNITION | $2,819 | $0 | $2,819 |
| REPAIRS & MAINTENANCE | $16,869 | $0 | $16,869 |
| RESOURCES | $121 | $0 | $121 |
| SERVICE CHARGES | $930 | $0 | $930 |
| DEDUCTIONS FROM LP INVESTMENTS | $460,105 | $308,352 | $0 |
| INSURANCE | $1,823 | $0 | $1,823 |
| OFFICE SUPPLIES | $3,133 | $0 | $1,647 |
| OTHER PROGRAM EXPENSES | $5,500 | $0 | $5,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS | $2,429,004 | $96,687 | $2,429,004 |
| LITIGATION SETTLEMENT INCOME | $7,353 | $7,353 | $7,353 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $780,312 | $780,312 | $0 |
| PAYROLL SERVICE FEES | $7,326 | $0 | $7,326 |
| GRANT CONSULTING | $336,929 | $0 | $329,595 |
| CONTRACT LABOR | $83,590 | $0 | $81,534 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $266,737 | $0 | $0 |
| STATE TAXES | $6,929 | $6,929 | $0 |
| PERSONAL PROPERTY TAX | $1,050 | $0 | $1,050 |
| INTEREST/PENALTY | $5,760 | $0 | $0 |
| SALES & USE TAX | $309 | $0 | $309 |
| FOREIGN TAXES | $0 | $77,976 | $0 |
Comments