2015-08-06T11:02:42-05:00 2014-12-31 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990PF 2014-01-01 916339917 LAIRD NORTON FAMILY FOUNDATION LAIR 2065014510 801 SECOND AVENUE 13TH FLOOR SEATTLE WA 98104 BRUCE REED PRESIDENT 2065014510 2015-07-29 1 ALFRED W DUNNELL P00292022 2063827777 2015-07-06 2014 2016-04-25 22:37:26Z X 38001532 X 94480 2565 2565 752168 752168 612506 12317173 2154140 1461719 2908873 93672 0 93672 43081 0 43081 19350 0 19350 8319 0 8319 19665 0 19665 138586 138586 0 47451 24432 14619 126528 2184 124344 496652 165202 323050 1311448 1311448 1808100 165202 1634498 -346381 2743671 12833 77617 77617 1560941 1723272 1723272 36554713 35293580 35293580 26007 26007 209126 907063 907063 38337613 38001532 38001532 8308 18608 8308 18608 X 38329305 37982924 38329305 37982924 38337613 38001532 38329305 -346381 0 37982924 0 37982924 PUBLICLY TRADED SECURITIES P 2014-12-31 11879311 10163033 1716278 1716278 CAPITAL GAINS DIVIDENDS P 437862 437862 437862 2154140 0 1596224 35898352 0.044465 1522039 33324251 0.045674 1433609 34269255 0.041834 1151419 31695400 0.036328 1196599 26517966 0.045124 0.213425 0.042685 37826506 1614624 27437 1642061 2234498 X 27437 0 27437 0 27437 61831 61831 34394 34394 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.LAIRDNORTON.ORG KATIE BRIGGS 2065014510 801 SECOND AVE SUITE 1300 SEATTLE WA 98104 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE REED 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 PRESIDENT 2.00 0 0 0 CHARLES RICHARDSON JR 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 TREASURER 1.00 0 0 0 CHRISTOPHER UELAND 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 GRAHAM BROWN 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 VICE PRESIDENT 1.00 0 0 0 LINDSAY HALL 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 ASSOCIATE DIRECTOR 1.00 0 0 0 NORAH HEINTZ 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 STEVE SCOTT 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 TAMSIN TAYLOR 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 WILLIAM BARAN-MICKLE 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 SECRETARY 1.00 6000 0 0 ALLISON PARKS 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 KATIE BRIGGS 801 2ND AVE 13TH FLOOR SEATTLE WA 98104 MANAGING DIRECTOR 40.00 93672 13939 0 0 LAIRD NORTON WEALTH MANAGEMENT 801 2ND AVE SUITE 1800 SEATTLE WA 98104 INVESTMENT SERVICES 138586 0 LNFF AGREED TO PROVIDE $200,000 TO CRAFT3'S LOAN FUND. INTEREST IS 1.00% AND IS DUE SEMI-ANNUALLY BY THE LAST DAY OF JUNE AND DECEMBER STARTING WITH JUNE 30, 2015 COMMENCING DECEMBER 10, 2021. 200000 LNFF AGREED TO LOAN $200,000 TO ECOTRUST FORESTS II, LLC TO SUPPORT IT'S STRATEGY WITH THE CAPITAL ECOTRUST NEEDED TO CONTINUE THEIR PROGRAM. INTEREST IS 2.00% AND IS DUE ANNUALLY ON EACH DECEMBER 15TH BEGINNING ON DECEMBER 15, 2015 COMMENCING DECEMBER 15, 2024 200000 200000 600000 36733239 1669305 0 38402544 0 0 38402544 576038 37826506 1891325 1891325 27437 27437 1863888 0 1863888 0 1863888 1634498 600000 2234498 27437 2207061 1863888 1085442 0 0 2234498 1085442 0 0 1149056 0 0 0 0 0 0 0 0 714832 0 0 0 X 5TH AVENUE THEATER 1326 FIFTH AVENUE 735 SEATTLE WA 98101 PC PROGRAM SUPPORT 1000 ADAMS ELEMENTARY SCHOOL 6110 28TH AVE NW SEATTLE WA 98107 PC PROGRAM SUPPORT 20000 ALLIANCE DEFENDING FREEDOM 15100 NORTH 90TH STREET SCOTTSDALE AZ 85260 PC PROGRAM SUPPORT 3000 ANNIE WRIGHT SCHOOL 827 NORTH TACOMA AVENUE TACOMA WA 98403 PC PROGRAM SUPPORT 2500 ARTS CORPS 4408 DELRIDGE WAY SW SEATTLE WA 98106 PC PROGRAM SUPPORT 35000 ARTS FOR THE SCHOOLS PO BOX 866 TRUCKEE CA 96160 PC PROGRAM SUPPORT 25000 ARTS IMPACT (PUGET SOUND EDUCATIONAL SERVICE DISTRICT) PSESD / 800 SW OAKESDALE AVE RENTON WA 98057 PC PROGRAM SUPPORT 35000 ARTSED WASHINGTON 158 THOMAS ST 16 SEATTLE WA 98109 PC PROGRAM SUPPORT 40000 AS YOU SOW 1611 TELEGRAPH AVENUE SUITE 1450 OAKLAND CA 94612 PC PROGRAM SUPPORT 25500 BAINBRIDGE ARTISAN RESOURCE NETWORK 221 WINSLOW WAY WEST BOX 205 BAINBRIDGE ISLAND WA 98110 PC PROGRAM SUPPORT 2000 BONNEVILLE ENVIRONMENTAL FOUNDATION 240 SW 1ST AVENUE PORTLAND OR 97204 PC PROGRAM SUPPORT 195000 CALIFORNIA TAU FOUNDATION PO BOX 194151 SAN FRANCISCO CA 941194151 PC PROGRAM SUPPORT 1000 CLIMATE SOLUTIONS 1402 3RD AVENUE SUITE 1305 SEATTLE WA 98101 PC PROGRAM SUPPORT 80000 CONEJO VALLEY CHURCH OF CHRIST 2525 E HILLCREST DRIVE THOUSAND OAKS CA 91362 PC PROGRAM SUPPORT 525 CONFLUENCE PHILANTHROPY 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 PC PROGRAM SUPPORT 5000 CREATIVE ADVANTAGE (SEATTLE FOUNDATION) 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 PC PROGRAM SUPPORT 35000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 100015004 PC PROGRAM SUPPORT 5000 DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION PO BOX 313 GOLETA CA 93116 PC PROGRAM SUPPORT 500 EARTHCORPS 6310 NE 74TH STREET SUITE 201E SEATTLE WA 98115 PC PROGRAM SUPPORT 10000 EARTHHEART FOUNDATION 2508 N BURLING STREET CHICAGO IL 60614 PC PROGRAM SUPPORT 8000 EL PORVENIR 10955 WESTMOOR DRIVE SUITE 400 WESTMINSTER CO 80021 PC PROGRAM SUPPORT 30000 ELAW 1877 GARDEN AVENUE EUGENE OR 97403 PC PROGRAM SUPPORT 44000 ELEMENTS OF EDUCATION PARTNERS PO BOX 110555 TACOMA WA 98411 PC PROGRAM SUPPORT 15000 EVERGREEN STATE COLLEGE FOUNDATIONCENTER FOR SUSTAINABLE INFRASTRUCTURE 2700 EVERGREEN PARKWAY NW OLYMPIA WA 98505 PC PROGRAM SUPPORT 5000 EXPLORER WEST MIDDLE SCHOOL 10015 28TH AVENUE SW SEATTLE WA 98146 PC PROGRAM SUPPORT 1000 FIRST UNITED METHODIST CHURCH OF AUSTIN 1201 LAVACA ST AUSTIN TX 78701 PC PROGRAM SUPPORT 3000 FOLWELL SCHOOL 3611 120TH AVENUE SOUTH MINNEAPOLIS MN 55407 PC PROGRAM SUPPORT 20000 FOOD LIFELINE 1702 NE 150TH STREET SEATTLE WA 98155 PC PROGRAM SUPPORT 400 FREMONT AREA COMMUNITY FOUNDATION PO BOX B FREMONT MI 49412 PC PROGRAM SUPPORT 2000 FRIENDS OF GREAT SALT LAKE PO BOX 2655 SALT LAKE CITY UT 841102655 PC PROGRAM SUPPORT 1000 GLOBAL WASHINGTON 500 UNION STREET SUITE 801 SEATTLE WA 98101 PC PROGRAM SUPPORT 1000 HABITAT FOR HUMANITY OF THE UPPER KEYS PO BOX 2151 KEY LARGO FL 33037 PC PROGRAM SUPPORT 1000 HARFORD COUNTY HUMANE SOCIETY 2208 CONNOLLY ROAD FALLSTON MD 21047 PC PROGRAM SUPPORT 293 HARWICH JUNIOR THEATRE PO BOX 168 105 DIVISION ST WEST HARWICH MA 02671 PC PROGRAM SUPPORT 3000 HOPE LUTHERAN SCHOOL 4456-42ND AVENUE SW SEATTLE WA 98116 PC PROGRAM SUPPORT 300 INSTITUTE OF QIGONG & INTEGRATIVE MEDICINE 10127 MAIN PLACE SUITE B BOTHELL WA 98011 PC PROGRAM SUPPORT 1000 INTERNATIONAL RURAL WATER ASSOCIATION 2915 SOUTH 13TH STREET DUNCAN OK 73533 PC PROGRAM SUPPORT 16000 INVESTIGATE WEST PO BOX 9574 SEATTLE WA 98104 PC PROGRAM SUPPORT 500 ISLAMADORA COMMUNITY ENTERTAINMENT 111 INDIAN MOUND TRAIL ISLAMADORA FL 33070 PC PROGRAM SUPPORT 1000 KFAI 1808 RIVERSIDE AVENUE MINNEAPOLIS MN 55454 PC PROGRAM SUPPORT 1000 KS WILD PO BOX 102 ASHLAND MA 97520 PC PROGRAM SUPPORT 1000 LAKE WYLIECLOVER MAYDAY PROJECT PO BOX 5123 LAKE WYLIE SC 29710 PC PROGRAM SUPPORT 385 LINCOLN CITY FOOD PANTRY AT COAST VINEYARD PO BOX 1260 LINCOLN CITY OR 97367 PC PROGRAM SUPPORT 1000 LIVABLESTREETS ALLIANCE 70 PACIFIC STREET CAMBRIDGE MA 02139 PC PROGRAM SUPPORT 15000 LONG LIVE THE KINGS 1326 FIFTH AVENUE 450 SEATTLE WA 98101 PC PROGRAM SUPPORT 30000 MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION PO BOX 170 UNITY ME 04988 PC PROGRAM SUPPORT 1000 MINNESOTA CENTER FOR BOOK ARTS 1011 WASHINGTON AVENUE S SUITE 100 MINNEAPOLIS MN 55415 PC PROGRAM SUPPORT 1000 NEW VENTURE FUND FOR WASH ADVOCATES 1506 21ST STREET NW 200 WASHINGTON DC 20036 PC PROGRAM SUPPORT 20000 NORTHWEST NATURAL RESOURCES GROUP 1917 1ST AVE LEVEL A SUITE 200 SEATTLE WA 98101 PC PROGRAM SUPPORT 15000 NORTHWEST SEED 1402 3RD AVE SUITE 901 SEATTLE WA 98101 PC PROGRAM SUPPORT 35000 OREGON ENVIRONMENTAL COUNCIL 222 NW DAVIS 309 PORTLAND OR 97209 PC PROGRAM SUPPORT 26000 ORINDA WOMEN'S CLUB 130 LOMBARDY LANE ORINDA CA 94563 PC PROGRAM SUPPORT 1000 PACIFIC FOREST TRUST 1001-A OREILLY AVENUE SAN FRANCISCO CA 94129 PC PROGRAM SUPPORT 25000 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 PC PROGRAM SUPPORT 1000 PASADENA SYMPHONY ASSOCATION 2 NORTH LAKE AVENUE PASADENA CA 91101 PC PROGRAM SUPPORT 2000 PEPS 4649 SUNNYSIDE AVENUE N 324 SEATTLE WA 98103 PC PROGRAM SUPPORT 400 PINE TREE HOSPICE 883 WEST MAIN STREET DOVERFOXCROFT ME 04426 PC PROGRAM SUPPORT 500 PLAYWRIGHTS CENTER 2301 FRANKLIN AVENUE EAST MINNEAPOLIS MN 55406 PC PROGRAM SUPPORT 1000 PLYMOUTH HOUSING GROUP 2113 THIRD AVENUE SEATTLE WA 98121 PC PROGRAM SUPPORT 1000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE OFFICE OF THE RECORDING SECRETARY 124 MT AUBURN STREET CAMBRIDGE MA 02138 PC PROGRAM SUPPORT 1000 PURE WATER FOR THE WORLD PO BOX 55 RUTLAND VT 05702 PC PROGRAM SUPPORT 20000 RHODE ISLAND COMMUNITY FOOD BANK 200 NIANTIC AVENUE PROVIDENCE RI 02907 PC PROGRAM SUPPORT 1000 RONALD MCDONALD HOUSE OF WESTERN WASHINGTON 5130 40TH AVENUE NE SEATTLE WA 98105 PC PROGRAM SUPPORT 1000 ROSEMARY ANDERSON HIGH SCHOOL (PORTLAND OPPORTUNITIES INDUSTRIALIZATION CEN 717 N KILLINGSWORTH COURT PORTLAND OR 97217 PC PROGRAM SUPPORT 20000 SALISBURY SCHOOL 251 CANAAN ROAD SALISBURY CT 06068 PC PROGRAM SUPPORT 2000 SAN MARCOS KIDS HELPING KIDS FOUNDATION 4750 HOLLISTER AVENUE SANTA BARBARA CA 93110 PC PROGRAM SUPPORT 4000 SAVE THE BAY 100 SAVE THE BAY DRIVE PROVIDENCE RI 02905 PC PROGRAM SUPPORT 1000 SCRIPPS COLLEGE 1030 COLUMBIA AVENUE CLAREMONT CA 91711 PC PROGRAM SUPPORT 5000 SEEDS OF HEAVEN 504 N 4TH ST SUITE 302 FAIRFIELD IA 52556 PC PROGRAM SUPPORT 2000 SIGHTLINE INSTITUTE 1402 3RD AVENUE SUITE 500 SEATTLE WA 98101 PC PROGRAM SUPPORT 40000 SKOKOMISH TRIBE 80 TRIBAL CENTER ROAD SKOKOMISH NATION WA 98584 INDIAN TRIBE PROGRAM SUPPORT 15000 SPLASH 1115 EAST PIKE STREET SEATTLE WA 98122 PC PROGRAM SUPPORT 50000 SPRINGFIELD CLASSICAL CHRISTIAN SCHOOL 1820 NORTH LEXINGTON STREET TACOMA WA 98406 PC PROGRAM SUPPORT 1000 SRAVASTI ABBEY 692 COUNTRY LANE NEWPORT WA 99156 PC PROGRAM SUPPORT 1000 ST JOHN'S UNITED METHODIST CHURCH FOOD MINISTRY 2626 ARIZONA STREET NE ALBUQUERQUE NM 87710 PC PROGRAM SUPPORT 395 ST JOHN'S UNITED METHODIST CHURCH MUSIC MINISTRY 2626 ARIZONA STREET NE ALBUQUERQUE NM 87710 PC PROGRAM SUPPORT 1000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 PC PROGRAM SUPPORT 500 STOLEN YOUTH PO BOX 296 SEATTLE WA 98111 PC PROGRAM SUPPORT 1000 TRUCKEE RIVER WATERSHED COUNCIL PO BOX 8568 TRUCKEE WA 96162 PC PROGRAM SUPPORT 25000 TURNAROUND ARTS ( AMERICANS FOR THE ARTS) 1000 VERMONT AVENUE NW 6TH FLOOR WASHINGTON DC 20005 PC PROGRAM SUPPORT 55000 UNIVERSITY OF WASHINGTON FOUNDATION (DREAM PROJECT) 407 GERBERDING HALL BOX 351210 SEATTLE WA 98195 PC PROGRAM SUPPORT 9000 UPPER DESCHUTES WATERSHED COUNCIL PO BOX 1812 BEND OR 97709 PC PROGRAM SUPPORT 40000 WASATCH COMMUNITY GARDENS 824 SOUTH 400 WEST 127 SALT LAKE CITY UT 84101 PC PROGRAM SUPPORT 1000 WASHINGTON ENVIRONMENTAL COUNCIL 1402 THIRD AVE SUITE 1400 SEATTLE WA 98101 PC PROGRAM SUPPORT 25000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVENUE SUITE 300 SEATTLE WA 98104 PC PROGRAM SUPPORT 500 WASHINGTON WILDLIFE AND RECREATION COALITION 1402 THIRD AVENUE SUITE 507 SEATTLE WA 98101 PC PROGRAM SUPPORT 1000 WATER 1ST INTERNATIONAL 1904 3RD AVENUE SUITE 1012 SEATTLE WA 98101 PC PROGRAM SUPPORT 51000 WATER FOR PEOPLE 100 EAST TENNESSEE AVENUE DENVER CO 80209 PC PROGRAM SUPPORT 25000 WATERAID 315 MADISON AVENUE SUITE 2301 NEW YORK NY 10017 PC PROGRAM SUPPORT 23000 WESTSIDE BABY 10032 15TH AVENUE SW SEATTLE WA 98146 PC PROGRAM SUPPORT 7000 WESTSIDE SCHOOL 7740 - 34TH AVENUE SW SEATTLE WA 98136 PC PROGRAM SUPPORT 250 WHIDBEY INSTITUTE PO BOX 57 6449 OLD PIETLA ROAD CLINTON WA 98236 PC PROGRAM SUPPORT 1000 WINONA COUNTY HISTORICAL SOCIETY 160 JOHNSON STREET WINONA MN 55987 PC PROGRAM SUPPORT 1000 WOODLAWN CEMETARY 506 W LAKE BLVD WINONA MN 55987 PC PROGRAM SUPPORT 1000 WORLD VISION 34834 WEYERHAUSER WAY SOUTH PO BOX 9716 FEDERAL WAY WA 98063 PC PROGRAM SUPPORT 25000 YOUNG LIFE OF UNIVERSITY PLACE AND NORTH TACOMA 4020 S 56TH STREET SUITE 210A TACOMA WA 98409 PC PROGRAM SUPPORT 1000 1311448 0 14 2565 14 752168 18 612506 0 1367239 0 1367239 0 0 0 0 0 0 0 0 0 0 X X 1 LAIRD NORTON REAL ESTATE 801 2ND AVENUE SUITE 1300 SEATTLE WA 98104 93080 X ACCOUNTING FEES 19665 0 19665 LNFF AGREED TO PROVIDE $100,000 TO RSF FOR THEIR FOCUS AREA OF FOOD AND AGRICULTURE. INTEREST IS 1.00% PER ANNUM, AND NOTE MATURES DECEMBER 8, 2019. 100000 LNFF AGREED TO LOAN $100,000 TO WHOOSHH INNOVATIONS LLC TO SUPPORT IT'S PROJECT OF IMPROVING FISH PASSAGE AND FISH HANDLING APPLICATIONS. INTEREST IS 3.5% AND IS DUE ANNUALLY ON EACH ANNIVERSARY OF THE LOAN AGREEMENT. THE LOAN IS DUE DECEMBER 31, 2017. 100000 BLACKROCK STRATEGIC INCOME 934841 934841 PIMCO FLOATING INCOME FUND 228891 228891 RIDGEWORTH SEIX FLOATING INCOME FUND 477239 477239 TIAA-CREF SOC CHOICE BOND 1728146 1728146 WILLIAM BLAIR BOND FUND 620071 620071 DOMESTIC EQUITIES (BOSTON COMMON ACCT) 6679912 6679912 ASTON/LAKE PARTNERS 2306538 2306538 ISHARES RUSSELL 1000 946500 946500 JOHN HANCOCK II GI ABS 1691313 1691313 LONGLEAF PARTNERS 540822 540822 PAX WORLD SMALL CAP 538462 538462 VANGUARD TOTAL STOCK MARKET FUND 4822873 4822873 WILLIAM BLAIR DIR MULTIALT 2426962 2426962 WILMINGTON MULTI MANAGER ALT 1691718 1691718 WISDOMTREE EMERGING MKTS 314723 314723 WISDOMTREE INT'L SMALL CAP FUND 304916 304916 ABERDEEN EMERGING MKTS FUND 421419 421419 BOSTON COMMON INT'L FUND 1151073 1151073 DRIEHAUS ACTIVE INCOME FUND 752829 752829 DRIEHAUS SMALL CAP GROWTH 278873 278873 EATON VANCE PARAMETRIC 1860088 1860088 HARBOR INT'L 2147769 2147769 SCOUT INT'L FUND 2035223 2035223 WILLIAM BLAIR EMERGING MKTS FUND 392379 392379 LEGAL FEE 8319 0 8319 ACCRUED INTEREST/DIVIDENDS 9126 107063 107063 PROGRAM RELATED INVESTMENTS 200000 800000 800000 OFFICE SUPPLIES 276 0 276 OFFICE EXPENSE 1763 0 1763 BOARD EXPENSES 86835 0 86835 INSURANCE 2820 0 2820 SUMMIT 9024 0 9024 MEMBERSHIP AND CONFERENCES 15670 2184 13486 INFRASTRUCTURE 4210 0 4210 BANK CHARGES 2307 0 2307 PARKING 3623 0 3623 INVESTMENT MANAGEMENT FEES 138586 138586 0 EXCISE TAXES 8400 0 0 BUSINESS TAXES 145 0 145 PAYROLL TAXES 14474 0 14474 FOREIGN TAX 24432 24432 0