2014-03-07T12:40:15-06:00 2013-06-30 911503183 DWYER PEMBERTON & COULSON PC PO BOX 1614 TACOMA WA 984011614 990 2012-07-01 911007459 THE GREATER TACOMA COMMUNITY FOUNDATION GREA 2533835622 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 ROSE LINCOLN HAMILTON 2532728099 2014-02-21 1 ED E RAMOS CPA P00601133 2535729922 2012 2015-11-30 17:44:51Z ROSE LINCOLN HAMILTON 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 15617478 0 X WWW.GTCF.ORG X 1977 WA TOGETHER WITH OUR DONORS, WE ENGAGE, INVEST AND STRENGTHEN THE COMMUNITY. 15 15 16 108 0 0 5847369 7860611 0 0 1330380 3433207 175224 21564 7352973 11315382 3247662 4208346 0 0 1100931 1063457 0 0 252741 822983 968525 5171576 6240328 2181397 5075054 74186479 85302343 8810751 1676462 65375728 83625881 X THE GREATER TACOMA COMMUNITY FOUNDATION WORKS TO BUILD A VIBRANT, HEALTHY, ENGAGED PIERCE COUNTY COMMUNITY. AS A LOCAL NONPROFIT, WE PROVIDE DONORS A SIMPLE, POWERFUL AND HIGHLY PERSONAL APPROACH TO GIVING, CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. WE ALSO COLLECT EXPERTISE ON LOCAL ISSUES AND WORK COLLABORATIVELY TO INVEST IN THE COMMUNITY AND MOBILIZE THE RESOURCES NEEDED FOR POSITIVE CHANGE. 0 0 4955612 4208346 26688 CELEBRATING GENEROSITY THROUGH POWERFUL AND EFFECTIVE GIVING: FOR OVER 33 YEARS, THE COMMUNITY FOUNDATION HAS HELPED INDIVIDUALS, FAMILIES, NONPROFIT ORGANIZATIONS AND BUSINESSES CREATE CHARITABLE FUNDS TO MAKE A DIFFERENCE. EVERY DAY, OUR KNOWLEDGEABLE STAFF WORKS WITH DONORS WHO WANT TO SEE THEIR GIVING IMPROVE PEOPLE'S LIVES AND POSITIVELY AFFECT THE BROADER COMMUNITY. OUR VARIED GIVING STRATEGIES, COUPLED WITH OUR IN-DEPTH COMMUNITY KNOWLEDGE, HELP PEOPLE ACHIEVE THEIR PHILANTHROPIC GOALS AND SUPPORT CAUSES THAT MATTER TO THEM. WE MANAGE HUNDREDS OF CHARITABLE FUNDS SUPPORTED BY THOUSANDS OF RESIDENTS AND BUILD ENDOWMENTS TO SUPPORT THE GIVING LEGACIES OF OUR DONORS AND THE FUTURE OF OUR REGION.COMMUNITY GRANTMAKING: THE COMMUNITY FOUNDATION AWARDS MORE THAN $4.2 MILLION ANNUALLY IN GRANTS FROM MORE THAN 450 INDIVIDUAL FUNDS. WE MULTIPLY THE IMPACT OF THESE GIFT DOLLARS BY POOLING THEM WITH OTHER GIFTS AND GRANTS. THE COMMUNITY FOUNDATION ALSO LEADS SEVERAL COMPETITIVE GRANT PROGRAMS, WHICH WERE DESIGNED TO MEET EMERGING COMMUNITY NEEDS AND OPPORTUNITIES. COLLABORATIVE COMMUNITY LEADER: THE COMMUNITY FOUNDATION COLLECTS EXPERTISE ON LOCAL ISSUES AND CONNECTS PEOPLE, ORGANIZATIONS, AND RESOURCES TO FOSTER GREATER COMMUNITY PARTICIPATION AND MORE IMPACTFUL SOLUTIONS. 4955612 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 32 0 1 16 1 0 1 CJ 0 0 1 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X THE GREATER TACOMA COMMUNITY FOUNDA 2533835622 950 PACIFIC AVENUESUITE 1100 TACOMA WA 98402 T GARY CONNETT 2.00 X X 0 0 0 JUDITH NILAN 2.00 X X 0 0 0 ED GROGAN 2.00 X X 0 0 0 SHERI TONN PHD 2.00 X X 0 0 0 KATHARINE T SEVERSON 2.00 X X 0 0 0 JOE MAYER 2.00 X 0 0 0 LAURIE JINKINS 2.00 X 0 0 0 PATRICIA TALTON 2.00 X 0 0 0 DEBRA FRIEDMAN 2.00 X 0 0 0 CINDY THOMPSON 2.00 X 0 0 0 MARO IMIRZIAN 2.00 X 0 0 0 GARY BROOKS 2.00 X 0 0 0 JOHN KORSMO 2.00 X 0 0 0 CARLA PELSTER 2.00 X 0 0 0 TIMOTHY TUCCI 2.00 X 0 0 0 JOHN WIBORG 2.00 X 0 0 0 ROSE LINCOLN HAMILTON 40.00 X 196131 0 29849 SHIRLEY BROCKMANN 40.00 X 90331 0 18610 JEFFREY PRITCHARD 40.00 X 121154 0 22337 407616 0 70796 2 0 1 0 0 85837 7774774 145583 7860611 2326925 2326925 5395674 4289392 1106282 1106282 1106282 7580 85837 12704 -5124 -5124 OTHER REVENUE 900099 25530 25530 ADMINISTRATIVE FEE REVENUE 561000 1158 1158 0 26688 11315382 26688 0 3428083 3946802 3946802 261544 261544 342576 79718 223712 39146 526143 170298 239896 115949 47850 15638 21491 10721 75640 24267 35507 15866 71248 20819 37383 13046 18370 10353 8017 18400 18400 219088 219088 325393 277259 47857 277 16131 3103 13028 37069 20130 12561 4378 37935 12751 18675 6509 95829 36226 43628 15975 10450 3051 5486 1913 54401 21223 19003 14175 910 910 18354 5359 9636 3359 17498 6925 7840 2733 COPYING AND PRINTING 19151 10748 6231 2172 EQUIPMENT RENTAL AND MA 13263 7629 4178 1456 ANNUAL REPORT 12508 5518 5886 1104 DUES AND SUBSCRIPTIONS 11940 6619 3946 1375 41835 9632 29616 2587 6240328 4955612 1031975 252741 2717625 2492651 549445 881893 5440 9792 167787 83641 65350 84146 69578920 78463507 1500000 1269699 1870354 74186479 85302343 86821 108807 269921 319460 73581 22647 638163 596963 7742265 628585 8810751 1676462 X 60556758 78131406 2775282 3450787 2043688 2043688 65375728 83625881 74186479 85302343 X 5075054 5863391 7311708 X X 0 1 X 1 0 X 2043162 1465181 2780968 2925666 3974774 13189751 2043162 1465181 2780968 2925666 3974774 13189751 970652 12219099 835910 688637 1415427 1954846 2327767 7222587 2941 1710 972 523 6146 140243 127597 189706 174028 110988 742562 21161046 47915 0.57740 0.55300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE AND OTHER REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 4908822 769758 15853831 1 1 1 2333063 752884 1580179 1 X 55035531 264934 7434145 2436920 60297690 57600176 197808 436072 3198525 55035531 39491138 11436213 8973553 2300728 57600176 35452861 149145 4618629 729497 39491138 47135688 478897 -10499085 1662639 35452861 0.96610 0.03390 0.00000 0 0 167787 83641 84146 84146 ANNUITIES PAYABLE UNDER THE SPLIT-INTEREST AGREEMENTS 628585 628585 X 15981564 5863391 202949 6066340 9915224 1400158 1400158 11315382 5726668 0 5726668 513660 513660 6240328 PART IV, LINE 1B: EXPLANATION FOR PART IV, LINE 1A: THE GREATER TACOMA COMMUNITY FOUNDATION SERVES AS TRUSTEE FOR THE SEHMEL HOMESTEAD CHARITABLE REMAINDER TRUST, U/A/D JULY 14TH, 1995. THE TRUST WILL TERMINATE IN 2015 AT WHICH TIME THE COMMUNITY FOUNDATION WILL DISTRIBUTE THE TRUST ASSETS ACCORDING TO THE TRUST AGREEMENT. PART IV, LINE 2B: EXPLANATION FOR PART IV, LINE 2B: THE GREATER TACOMA COMMUNITY FOUNDATION SERVES AS TRUSTEE FOR SEVEN CHARITABLE REMAINDER UNITRUSTS. EACH UNITRUST WILL TERMINATE UPON THE DEATH OF THE UNITRUST RECIPIENT(S) AT WHICH TIME THE COMMUNITY FOUNDATION WILL ESTABLISH AN ENDOWMENT FUND TO BENEFIT CHARITABLE ORGANIZATION(S) AS SPECIFIED IN THE INDIVIDUAL TRUST AGREEMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE COMMUNITY FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS. THE COMMUNITY FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY TAXING AUTHORITIES FOR FISCAL YEARS BEFORE JUNE 30, 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 202,949. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS NET ADMISSIONS TO DIRECT COSTS, 990, PG 9, LN8B -12,704. AGENCY FUND INCOME 1,412,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS NET ADMISSIONS TO DIRECT COSTS, 990, PG 9, LN8B -12,704. AGENCY FUND EXPENSES 526,364. FFWG ANNUAL LUNCHEON 93417 85837 7580 12704 93417 85837 7580 12704 12704 -5124 1 BELLARMINE PREPARATORY SCHOOL 2300 S WASHINGTON TACOMA WA 984051399 911109930 501(C)(3) 9660 GENERAL OPERATING SUPPORT BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 3875 S 66TH STREET TACOMA WA 98409 910759832 501(C)(3) 54143 GENERAL OPERATING SUPPORT BROADWAY CENTER FOR THE PERFORMING ARTS 901 BROADWAY SUITE 700 TACOMA WA 984024415 911106878 501(C)(3) 6277 EDUCATIONAL PROGRAMS BUILDING CHANGES 2014 E MADISON STE 200 SEATTLE WA 98122 911410450 501(C)(3) 15000 GENERAL OPERATING SUPPORT CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON 1323 YAKIMA AVENUE TACOMA WA 98405 911585652 501(C)(3) 39211 FOR SERVICES PROVIDED IN OCTOBER, NOVEMBER, AND DECEMBER 2012 CHILDREN'S MUSEUM OF TACOMA 1501 PACIFIC AVE STE 202 TACOMA WA 98402 943036465 501(C)(3) 12500 FOR STRATEGIC PLAN GUIDED RESEARCH CHINESE RECONCILIATION PROJECT P O BOX 7024 TACOMA WA 984060024 911647325 501(C)(3) 5500 TACOMA MOON FESTIVAL 2012 SPONSORSHIP CITIZENS FOR A HEALTHY BAY 535 DOCK STREET SUITE 213 TACOMA WA 98402 911515969 501(C)(3) 20500 GENERAL OPERATING SUPPORT COALITION OF TEXANS WITH DISABILITIES 316 WEST 12TH STREET STE 405 AUSTIN TX 78757 742071160 501(C)(3) 9000 GENERAL OPERATING SUPPORT COMMUNITIES IN SCHOOLS OF LAKEWOOD WA 6402 100TH ST SW LAKEWOOD WA 98499 911732922 501(C)(3) 10000 BREAKFAST SPONSORSHIP COMMUNITIES IN SCHOOLS OF PENINSULA 15921 84TH ST KP N VAUGHN WA 98394 912024847 501(C)(3) 9500 GENERAL OPERATING SUPPORT COMPREHENSIVE HEALTH EDUCATION FOUNDATION 159 S JACKSON STREET SEATTLE WA 98104 916186093 501(C)(3) 25000 SALISHAN COMMUNITY HEALTH ADVOCATES PROGRAM CONSEJO COUNSELING AND REFERRAL SERVICE 3808 S ANGELINE STREET SEATTLE WA 98118 911021247 501(C)(3) 10000 PIERCE COUNTY YOUTH CHEMICAL DEPENDENCY PROGRAM COUNCIL ON FOUNDATIONS 2121 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 136068327 501(C)(3) 6810 FOR COUNCIL ON FOUNDATIONS MEMBERSHIP DUES CRYSTAL JUDSON FAMILY JUSTICE CENTER 718 COURT E TACOMA WA 98402 35581 TO PROVIDE FINANCIAL VICTIM SERVICES FOR CLIENTS OF THE CENTER EXODUS HOUSING 15318 WASHINGTON ST SUITE 400 SUMNER WA WA 98390 911660137 501(C)(3) 41893 SERVICES PROVIDED IN JANUARY, FEBRUARY, AND MARCH OF 2013 FAB-5 1316 SOUTH MLK JR WAY TACOMA WA 98405 912138554 501(C)(3) 21000 LIFE 2013 FORT NISQUALLY FOUNDATION 5400 N PEARL STREET 11 TACOMA WA 98407 911493318 501(C)(3) 7200 GENERAL OPERATING SUPPORT FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 911741794 501(C)(3) 11345 GENERAL OPERATING SUPPORT FRANCISCAN FOUNDATION WASHINGTON 1149 MARKET STREET MS 10-02 TACOMA WA 984023515 911145592 501(C)(3) 22971 FRANCISCAN HOSPICE AND PALLIATIVE CARE FRIENDS OF LAKEWOLD PO BOX 39780 LAKEWOOD WA 98496 943041320 501(C)(3) 268113 FOR QUARTERLY PAYOUT AS OF SEPTEMBER 30, 2012 GIG HARBOR BOATSHOP 3805 HARBORVIEW DRIVE GIG HARBOR WA 98335 205014377 501(C)(3) 7500 GENERAL OPERATING SUPPORT GIRL SCOUTS OF WESTERN WASHINGTON 601 VALLEY STREET SEATTLE WA 98109 916060940 501(C)(3) 7700 TO ASSIST GIRLS LIVING WITHIN PIERCE COUNTY TO ATTEND GIRL SCOUT CAMP GIVE2ASIA 340 PINE STREET SUITE 501 SAN FRANCISCO CA 94104 943373670 501(C)(3) 33100 CHINESE OPERA TAIWAN GOOD SAMARITAN FOUNDATION 401 15TH AVENUE SE PUYALLUP WA 98372 912004312 501(C)(3) 11535 TO ASSIST DISABLED CHILDREN TO ACQUIRE COMMUNICATION DEVICES AT THE CHILDREN'S THERAPY UNIT GRAND TACOMA CINE CLUB 606 S FAWCETT TACOMA WA 98402 911774658 501(C)(3) 22200 2012-2013 DIGITAL CONVERSION PROJECT GREAT PENINSULA CONSERVANCY 3721 KITSAP WAY SUITE 5 BREMERTON WA 98312 911110978 501(C)(3) 8884 GENERAL OPERATING SUPPORT GREATER LAKES MENTAL HEALTH FOUNDATION 9330 59TH AVENUE SW LAKEWOOD WA 984996600 916064184 501(C)(3) 6995 GENERAL OPERATING SUPPORT HABITAT FOR HUMANITY OF TACOMA-PIERCE COUNTY 4824 SOUTH TACOMA WAY TACOMA WA 98409 581735531 501(C)(3) 12000 FOR PROPERTY ACQUISITION HAROLD E LEMAY MUSEUM PO BOX 1117 TACOMA WA 98401 911867848 501(C)(3) 135345 GENERAL OPERATING SUPPORT HELPING HAND HOUSE 4321 2ND STREET SW PUYALLUP WA 98371 911275046 501(C)(3) 9093 TO PURCHASE AND IMPLEMENT SAGE FUNDRAISING 50 SOFTWARE MODULE HILLTOP ARTISTS IN RESIDENCE PROGRAM PO BOX 6829 TACOMA WA 98417 911667476 501(C)(3) 14000 FOR A CAPACITY BUILDING VISTA PROJECT HOPESPARKS 6424 N 9TH STREET TACOMA WA 98406 910598103 501(C)(3) 25100 GENERAL OPERATING SUPPORT HUMANE SOCIETY FOR TACOMA-PIERCE COUNTY 2608 CENTER ST TACOMA WA 98409 910577128 501(C)(3) 14916 GENERAL OPERATING SUPPORT IDA KARLIN HEALING CENTER FOR YOUTH 319 5TH STREET SW PUYALLUP WA 98371 911285383 13065 TO SUPPORT FAMILIES WHO CANNOT AFFORD COSTS OF CARE JEFFERSON COUNTY COMMUNITY FOUNDATION 219-A WEST PATISON SUITE A PORT HADLOCK WA 98339 841682682 501(C)(3) 163971 AS STATED IN FUND AGREEMENT KBTC ASSOCIATION 2320 SOUTH 19TH STREET TACOMA WA 98405 562551392 501(C)(3) 8787 READY TO LEARN KOREAN WOMEN'S ASSOCIATION 123 EAST 96TH STREET TACOMA WA 98445 911066806 501(C)(3) 8000 CLIENT SERVICES PROGRAM LAKEWOOD AREA SHELTER ASSOCIATION 8956 GRAVELLY LAKE DR SW LAKEWOOD WA 98499 911470619 501(C)(3) 23262 FOR SERVICES PROVIDED IN OCTOBER, NOVEMBER, AND DECEMBER 2012 LIGHTHOUSE FOR THE BLIND 2501 SOUTH PLUM ST SEATTLE WA 98114 910295070 501(C)(3) 15805 TRAVEL SAFETY EQUIPMENT PROJECT LINDQUIST DENTAL CLINIC FOR CHILDREN 130 131ST STREET SOUTH TACOMA WA 98444 910615378 501(C)(3) 115000 BREMERTON CAPITAL PROJECT MARY BRIDGE BRIGADE 311 SOUTH L STREET TACOMA WA 984150299 916030192 501(C)(3) 26508 TO BE ADDED TO THE FRANCES C. PETERSEN LEUKEMIA FUND MARY BRIDGE CHILDREN'S HOSPITAL FOUNDATION 409 SOUTH J STREET TACOMA WA 98405 943030039 501(C)(3) 23425 TO ASSIST DISABLE CHILDREN TO ACQUIRE COMMUNICATION DEVICES METRO PARKS TACOMA 4702 SO 19TH STREET TACOMA WA 98405 6700 WHEELCHAIR BASKETBALL/ADAPTIVE MULTICARE HEALTH SYSTEMS 315 MLK JR WAY TACOMA WA 98415 911352172 501(C)(3) 59463 GENERAL CHARITABLE PURPOSE MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 911669422 501(C)(3) 15845 GENERAL OPERATING SUPPORT NEW PHOEBE HOUSE ASSOCIATION PO BOX 5245 TACOMA WA 98335 331023012 501(C)(3) 15000 GENERAL OPERATING SUPPORT NORTHWEST LEADERSHIP FOUNDATION 717 TACOMA AVE S TACOMA WA 98402 911462508 501(C)(3) 32887 FOR TRANSFERRING FISCAL SPONSORPHIP AND CLOSING FUND NORTHWEST SINFONIETTA INC 1019 PACIFIC AVE STE 1011 TACOMA WA 98402 911590964 501(C)(3) 6000 GENERAL OPERATING SUPPORT NORTHWEST TREK FOUNDATION 11610 TREK DRIVE EAST EATONVILLE WA 98328 237438056 501(C)(3) 8700 TO HELP DEFRAY THE COSTS OF MAINTAINING THE PHYSICAL PLANT AND THE COLLECTIONS OF THE EDUCATIONAL INSTITUTE LOCATED AT NORTHWEST TREK WILDLIFE PARK PACIFIC HARBORS COUNCIL BOY SCOUTS OF AMERICA 4802 SOUTH 19TH STREET TACOMA WA 98405 910564954 501(C)(3) 10825 CURTIS SEA EXPLORER CAPITAL REPAIR PROGRAM PACIFIC LUTHERAN UNIVERSITY 12180 PARK AVENUE SOUTH TACOMA WA 98447 910565571 501(C)(3) 36380 THE HALEY INFORMATION CENTER AT THE LIBRARY PCC FARMLAND TRUST 1917 FIRST AVE LEVEL A STE 100 SEATTLE WA 98101 912021165 501(C)(3) 11000 COMMUNITY EDUCATION PEACE COMMUNITY CENTER 2106 SOUTH CUSHMAN AVENUE TACOMA WA 98405 911746986 501(C)(3) 21500 HILLTOP FLITE PIERCE COLLEGE FOUNDATION 1601 39TH AVENUE SE PUYALLUP WA 98374 911039199 501(C)(3) 26165 THE THOMPSON FAMILY HOUSING SCHOLARSHIP FUND PIERCE CONSERVATION DISTRICT 5430 66TH AVE E PUYALLUP WA 98118 910894461 10000 TACOMA/PIERCE COUNTY COMMUNITY GARDEN PROGRAM PIERCE COUNTY AIDS FOUNDATION 3520 S PINE STREET TACOMA WA 98409 911385245 501(C)(3) 32500 GENERAL OPERATING SUPPORT PIERCE COUNTY LIBRARY FOUNDATION 3005 112TH STREET EAST TACOMA WA 98446 510180293 501(C)(3) 14300 EARLY LEARNING BLOCK PROGRAM/STEM POINT DEFIANCE ZOOLOGICAL SOCIETY 5400 NORTH PEARL STREET TACOMA WA 98407 916066667 501(C)(3) 18310 GENERAL CHARITABLE PURPOSES PSI CHAPTER COALITION 5 N WABASH UNIT 401 CHICAGO IL 60602 274913933 501(C)(3) 9500 GENERAL OPERATING SUPPORT RAINBOW CENTER 741 ST HELENS AVE TACOMA WA 98402 911859897 501(C)(3) 10000 GENERAL OPERATING SUPPORT RESCUE MISSION 702 PACIFIC AVE TACOMA WA 98402 910565014 501(C)(3) 29631 FOR THE EMERGENCY FAMILY SHELTER FUND SAINT MARTIN'S UNIVERSITY 5000 ABBEY WAY SE LACEY WA 985031297 910564993 501(C)(3) 91361 FOR THE SHEREEN PAFF SPECIAL EDUCATION SCHOLARSHIP FUND SALISH SEA EXPEDITIONS 647 HORIZON VIEW PLACE NW BAINBRIDGE ISLAND WA 98110 911688662 501(C)(3) 8000 GENERAL OPERATING SUPPORT SALVATION ARMY 1501 6TH AVENUE TACOMA WA 98401 941156347 501(C)(3) 5738 GENERAL OPERATING SUPPORT SCHOOL'S OUT WASHINGTON 801 - 123RD AVE SO SUITE A SEATTLE WA 98144 460809713 501(C)(3) 9678 TO SUPPORT THE PIERCE COUNTY YOUTH PROGRAM QUALITY WORK COMPLETED DURING THE 4TH QUARTER SHANAMAN TACOMA PIERCE COUNTY SPORTS MUSEUM PO BOX 1614 TACOMA WA 984011614 911648184 501(C)(3) 10000 FOR CURRENT OPERATING COSTS AND A NEW DISPLAY CASE SHARED HOUSING SERVICES 901 SOUTH 11TH STREET TACOMA WA 98405 911557248 501(C)(3) 8336 GENERAL OPERATING SUPPORT SOUTH SOUND OUTREACH SERVICES 1106 MARTIN LUTHER KING JR WA TACOMA WA 98405 911741624 501(C)(3) 37400 TO PROVIDE HEATING ASSISTANCE FOR PIERCE COUNTY SENIOR CITIZENS SPACEWORKS TACOMA 747 MARKET STREET ROOM 900 TACOMA WA 98402 204962532 501(C)(3) 10000 GENERAL OPERATING SUPPORT SUMNER-BONNEY LAKE EDUCATIONAL FOUNDATION 1202 WOOD AVENUE SUMNER WA 98390 300128156 501(C)(3) 9700 TO PROVIDE SCHOLARSHIPS TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 984023214 910697444 501(C)(3) 17004 GENERAL PURPOSES TACOMA ARTS COMMISSION 747 MARKET STREET 900 TACOMA WA 98402 916001283 10000 ART AT WORK MONTH TACOMA COMMUNITY HOUSE 1314 S L ST TACOMA WA 98415 910570872 501(C)(3) 7000 YOUTH EMPLOYMENT PROGRAM TACOMA ELKS LODGE NO 174 BPOE PO BOX 11008 TACOMA WA 98411 910142850 501(C)(8) 10620 PROGRAMS THAT BENEFIT CHILDREN TACOMA GARDEN CLUB PO BOX 64235 UNIVERSITY PLACE WA 984640235 916032230 501(C)(3) 158000 FOR NORTHWEST NATIVE GARDEN MEADOW PROJECT (NAMING PROJECT) TACOMA HOUSING AUTHORITY 902 SOUTH L STREET TACOMA WA 98405 810557198 501(C)(3) 15000 FOR CHILDREN'S MATCHED SAVINGS ACCOUNT PLANNING CONTRACT TACOMA OPERA ASSOCIATION 1119 PACIFIC AVENUE SUITE 405 TACOMA WA 98402 911237511 501(C)(3) 6744 GENERAL OPERATING SUPPORT TACOMA PIERCE COUNTY HEALTH DEPARTMENT 3629 SO D STREET MS1004 TACOMA WA 984186813 13000 TO PROVIDE PROVISION INCENTIVES/GIFTS AND OTHER ESSENTIAL ITEMS TO SUPPORT UNWED FIRST TIME MOTHERS RESIDING IN PIERCE COUNTY TACOMA PUBLIC SCHOOL DISTRICT #10 601 SOUTH 8TH STREET TACOMA WA 98405 7250 FACILITY RENTALS FOR THE FOLLOWING EVENTS: QUAD RUGBY SECTIONALS, HERSHEY TRACK AND FIELD, AND FENCING INVITATIONAL TACOMA SYMPHONY ORCHESTRA 901 BROADWAY SUITE 600 TACOMA WA 98403 916032976 501(C)(3) 14550 GENERAL OPERATING SUPPORT TACOMA URBAN LEAGUE 2550 S YAKIMA AVENUE SUITE A TACOMA WA 98405 910826302 501(C)(3) 27500 GENENERAL OPERATING SUPPORT TACOMA YOUTH FOR CHRIST 1216 S CENTER STREET TACOMA WA 98403 910584100 501(C)(3) 11265 FOR OUTCOME BASED EVALUATION STAFF TRAINING TACOMA YOUTH SYMPHONY ASSOCIATION INC 901 BROADWAY SUITE 500 TACOMA WA 98402 237005522 501(C)(3) 6500 CELEBRATING THE MUSIC OF FRANCE TAHOMA AUDUBON SOCIETY 2917 MORRISON ROAD W UNIVERSITY PLACE WA 98466 237450873 501(C)(3) 15100 GENERAL OPERATING SUPPORT TEAMCHILD 1224 S WELLER ST STE 420 SEATTLE WA 98144 911930194 501(C)(3) 10000 WELLNESS PROJECT TEMPLE BETH EL SISTERHOOD 5975 S 12TH STREET TACOMA WA 984651936 916016911 501(C)(3) 22746 PROVIDED BY JACK AND LILLY WARNICK FOR CHARITABLE PURPOSES THE MOCKINGBIRD SOCIETY 2100 24TH AVE S 240 SEATTLE WA 98144 912051340 501(C)(3) 20000 PIERCE COUNTY CHAPTER MOCKINGBIRD YOUTH NETWORK THE MUSTARD SEED PROJECT OF KEY PENINSULA 9013 KEY PENINSULA HWY N D VAUGHN WA 98394 611537566 501(C)(3) 7500 GENERAL OPERATING SUPPORT THE UNFINISHED MISSION 5700 100TH ST STE 330-219 LAKEWOOD WA 98499 453484547 501(C)(3) 12000 TO SUPPORT THE PIERCE COUNTY MILITARY, MILITARY FAMILY AND VETERAN OUTREACH CENTER PROJECT THE VEDANTA SOCIETY OF WESTERN WASHINGTON 2716 BROADWAY AVENUE E SEATTLE WA 981023909 816187530 501(C)(3) 44730 REROOFING THE MAIN CHURCH BUILDING UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVE 4TH FL TACOMA WA 984012215 910650669 501(C)(3) 5576 GENERAL OPERATING SUPPORT UNIVERSITY OF PUGET SOUND STUDENT FINANCIAL SERVICES TACOMA WA 984161039 910564961 501(C)(3) 59818 FOR SPONSORSHIP OF RACE & PEDAGOGY'S RACE, EDUCATION, AND CRIMINAL JUSTICE CONFERENCE UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE CAMPUS MAIL BOX 356350 SEATTLE WA 981956350 943079432 501(C)(3) 5810 FOR MEDICAL RESEARCH UNIVERSITY OF WASHINGTON TACOMA 1900 COMMERCE STREET TACOMA WA 98402 943079432 501(C)(3) 170032 JAPANESE LANGUAGE SCHOOL URJ CAMP KALSMAN 3805 108TH AVE NE SUITE 100 BELLEVUE WA 98004 131663143 501(C)3 10000 CAPITAL CAMPAIGN WASHINGTON BUSINESS ALLIANCE 2401 ELLIOTT AVE SUITE 375 SEATTLE WA 98121 352460900 75800 GENERAL OPERATING SUPPORT WASHINGTON STATE UNIVERSITY FOUNDATION 255 E MAIN STREET TOWN CENTRE 301 PULLMAN WA 991641925 911075542 501(C)(3) 50051 REGENTS SCHOLARSHIP WHITE RIVER COMMUNITY OUTREACH PO BOX 2401 BUCKLEY WA 98321 911464977 501(C)(3) 15000 GENERAL OPERATING SUPPORT WORLD VISION 34834 WEYERHAEUSER WAY S FEDERAL WAY WA 980639716 951922279 501(C)(3) 10460 GENERAL OPERATING SUPPORT WW SEYMOUR BOTANICAL CONSERVATORY FOUNDATION 316 SOUTH G ST TACOMA WA 98405 911934274 501(C)(3) 15000 FOR ENVIRONMENTAL CONTROLS YMCA OF PIERCE AND KITSAP COUNTIES 4717 SO 19TH STREET SUITE 201 TACOMA WA 98405 910565562 501(C)(3) 47496 GENERAL OPERATING SUPPORT YOUTH MARINE FOUNDATION 5308 NORPOINT WAY NE TACOMA WA 98422 911536334 501(C)(3) 10000 CAPITAL CAMPAIGN YWCA OF PIERCE COUNTY 405 BROADWAY TACOMA WA 98402 910565026 501(C)(3) 72066 GENERAL OPERATING SUPPORT EMMANUEL LUTHERAN CHURCH 1315 NORTH STEVENS TACOMA WA 98406 CHURCH 7989 UNRESTRICTED PURPOSES GRACE BAPTIST CHURCH 2507 N VASSAULT TACOMA WA 98406 916032943 501(C)(3) 5100 FOR THE ANNUAL FUND HRRS - JUAN DIEGO ACADEMY 504 S 30TH ST TACOMA WA 98402 461454901 CHURCH 6000 ACADEMIA JUAN DIEGO IMMANUEL PRESBYTERIAN CHURCH 901 NORTH J ST TACOMA WA 98403 CHURCH 17867 FOR GENERAL OPERATING SUPPORT PRIESTS OF THE SACRED HEART PO BOX 427 HALES CORNERS WI 53130 391243521 501(C)(3) 10460 SACRED HEART MONASTERY IN HALES CORNERS, WISCONSIN AMERICAN CANCER SOCIETY TACOMA CHAPTER 1313 BROADWAY SUITE 100 TACOMA WA 98402 841316555 501(C)(3) 9267 GENERAL SUPPORT OF PIERCE COUNTY, WA AMERICAN LEADERSHIP FORUM OF TACOMAPIERCE COUNTY 738 BROADWAY SUITE 301 TACOMA WA 98402 911442921 501(C)(3) 7500 GENERAL OPERATING SUPPORT AMERICAN RED CROSS MOUNT RAINIER CHAPTER 1235 SOUTH TACOMA WAY TACOMA WA 98409 530196605 501(C)(3) 5894 GENERAL OPERATING SUPPORT ANNIE WRIGHT SCHOOL 827 N TACOMA AVENUE TACOMA WA 98403 910567266 501(C)(3) 20220 THE BENEFIT OF STUDENTS ARTIST TRUST 1835 12TH AVE SEATTLE WA 98122 911353974 501(C)(3) 6000 CREATIVE CAREER CENTER PIERCE COUNTY ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY 1224 S I ST TACOMA WA 98405 910847534 501(C)(3) 8200 GENERAL OPERATING SUPPORT ASIA PACIFIC CULTURAL CENTER 4851 SO TACOMA WAY TACOMA WA 98409 911854410 501(C)(3) 11500 TREASURE TRUNKS PROJECT CAMP FIRE ORCA COUNCIL PO BOX 18170 TACOMA WA 98419 910564955 501(C)(3) 25000 TEEN OUTREACH PROGRAM DASH CENTER FOR THE ARTS 1504 MARTIN LUTHER KING JR WAY TACOMA WA 98405 571162646 501(C)(3) 17500 REALITY CHECK DANCE COMPANY/STAFF RETREAT/PROFESSIONAL DEVELOPMENT TRAINING EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY 3318 92ND STREET SO LAKEWOOD WA 98371 943131776 501(C)(3) 8710 GENERAL OPERATING SUPPORT MORRIS E FORD MIDDLE SCHOOL 1602 104TH ST E TACOMA WA 98445 916014726 501(C)(3) 18000 THUNDERBIRD ACHIEVEMENT CENTER PLANNED PARENTHOOD OF THE GREAT NORTHWEST 2001 E MADISON STREET SEATTLE WA 98122 910686012 501(C)(3) 11344 GENERAL OPERATING SUPPORT TACOMA COMMUNITY COLLEGE FOUNDATION 6501 SO 19TH ST BLDG 6 TACOMA WA 98466 916073780 501(C)(3) 10000 MADISON FAMILY LITERACY PROGRAM UNIVERSITY OF PUGET SOUND 1500 N WARNER ST TACOMA WA 98416 910564961 501(C)(3) 54818 SCHOLARSHIPS AND GENERAL OPERATING SUPPORT 118 5 SCHOLARSHIPS 91 261544 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROCESS FOR MONITORING GRANTS INSIDE THE UNITED STATES IS AS FOLLOWS: - WHEN A GRANT IS AWARDED, IT IS PAID BY CHECK AND MAILED TO THE GRANTEE ALONG WITH A TRANSMITTAL LETTER THAT STATES THAT THE GRANT FUNDS MUST BE USED TO SUPPORT THE STATED PURPOSE AND, IF APPLICABLE, IN ACCORDANCE WITH THE APPROVED GRANT PROPOSAL PLAN, BUDGET AND TIMELINE. CERTAIN GRANTS REQUIRE THE SUBMISSION OF EVALUATION REPORTS AT SPECIFIED INTERVALS FOLLOWING RECEIPT OF THE GRANT. - THE GRANTEE IS REQUIRED TO SIGN AND DATE THE FORM, ACKNOWLEDGING RECEIPT OF THE GRANT AND AGREEMENT WITH THE TERMS OF THE GRANT, AND RETURN THE SIGNED FORM TO THE COMMUNITY FOUNDATION. WE ISSUE NO GRANTS OUTSIDE THE UNITED STATES. THE SELECTION CRITERIA USED TO AWARD GRANTS IS AS FOLLOWS: - GRANTEE MUST BE A 501(C)3 TAX-EXEMPT NONPROFIT ORGANIZATION OR BE AFFILIATED WITH A TAX-EXEMPT ORGANIZATION - THE GRANT MUST BE USED TO PROVIDE A SERVICE PRIMARILY FOR RESIDENTS OF PIERCE COUNTY - FOR COMMUNITY GRANTS, THE GRANT MUST PROVIDE A SERVICE THAT FALLS UNDER ONE OF THE FIVE GRANT FOCUS AREAS OF ARTS & CULTURE, BASIC NEEDS, EDUCATION, ENVIRONMENT, OR NEIGHBORHOOD & COMMUNITIES - THE GRANTEE MUST NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, PHYSICAL OR MENTAL DISABILITIES, GENDER OR NATIONAL ORIGIN; BE INCLUSIVE WITH CLIENTS, VOLUNTEERS AND STAFF - IF A GRANT IS RECOMMENDED TO BE MADE TO A PUBLIC CHARITY ACCORDING TO SECTION 509(A), THE FUNDS MUST BE SPENT FOR CHARITABLE PURPOSES AND NOT FOR PRIVATE GAIN OR POLITICAL ACTIVITIES - A RECOMMENDED GRANT WILL NOT BE MADE TO AN INDIVIDUAL OR FAMILY FOLLOWING A TRAGEDY AND WILL PROVIDE NO PRIVATE BENEFIT TO THE DONOR X X X X X 0 0 0 0 0 0 0 0 0 ROSE LINCOLN HAMILTON 196131 0 0 0 0 0 19613 0 10236 0 225980 0 0 0 X 6 142025 FAIR VALUE AT GIFT DATE X ADVERTISING AND LEGAL SERVICES 3 3558 FAIR VALUE OF SERVICES RENDERED 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE THOROUGHLY REVIEWS THE FORM 990 AND RECOMMENDS IT TO THE BOARD OF DIRECTORS FOR ACCEPTANCE. BEFORE FILING WITH THE IRS, ALL BOARD MEMBERS ARE PROVIDED WITH AN ELECTRONIC COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED IN WRITING TO ALL STAFF AND VOLUNTEERS. THE POLICY STATES THE PURPOSE OF THE POLICY, WHO IS COVERED, AND THE DUTIES OF A COVERED PERSON; EXPLAINS WHEN A CONFLICT OF INTEREST DOES OR DOES NOT EXIST; DESCRIBES THE DISCLOSURE/EVALUATION PROCESS AND PROCEDURES FOR ACTING ON CONFLICT OF INTEREST TRANSACTIONS. EACH YEAR ALL STAFF MEMBERS AND VOLUNTEERS ARE REQUIRED TO FILL OUT AN ACKNOWLEDGMENT STATEMENT WHERE THEY DESCRIBE ANY AND ALL CONNECTIONS, RELATIONSHIPS OR SITUATIONS WHICH MAY BE A CONFLICT OF INTEREST WITH THE COMMUNITY FOUNDATION. BY SIGNING THE ACKNOWLEDGMENT FORM, THEY INDICATE THAT THEY HAVE CAREFULLY READ THE CONFLICT OF INTEREST POLICY AND THEIR RESPONSES ARE COMPLETE, TRUE AND ACCURATE. AT COMMITTEE AND BOARD MEETINGS THROUGHOUT THE YEAR, STAFF AND VOLUNTEERS WHO HAVE A CONFLICT OF INTEREST WITH A MATTER THAT IS BEFORE THE COMMITTEE OR BOARD VERBALLY DISCLOSES THE CONFLICT AND ABSTAINS FROM DISCUSSION AND VOTING. THE ABSTENTION IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR APPOINTS AN AD HOC COMPENSATION COMMITTEE. DURING THE FIRST QUARTER OF THE YEAR, THE COMPENSATION COMMITTEE REVIEWS THE PRESIDENT/CEO GOALS FOR THE YEAR. IN THE FOURTH QUARTER OF THE YEAR, BOARD MEMBERS COMPLETE AN EVALUATION OF THE PRESIDENT/CEO'S PERFORMANCE AND THE PRESIDENT/CEO COMPLETES A SELF ASSESSMENT. THE COMPENSATION COMMITTEE REVIEWS THE RESULTS OF THE PERFORMANCE EVALUATION AND THE PRESIDENT/CEO'S SELF ASSESSMENT. THE COMPENSATION COMMITTEE REVIEWS COMPARABLE SALARY DATA AND MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE REGARDING THE PRESIDENT/CEO'S SALARY AND BENEFITS FOR THE UPCOMING YEAR. THE EXECUTIVE COMMITTEE VOTES ON THE RECOMMENDED ACTION AND DOCUMENTS THE PROCESS, THE NAMES OF MEMBERS PRESENT, AS WELL AS ANY STATED CONFLICTS OF INTEREST AND ABSTENTIONS IN ITS MEETING MINUTES. IN EXECUTIVE SESSION AT THE APRIL BOARD MEETING, THE EXECUTIVE COMMITTEE REPORTS ON THE RESULTS OF THE PERFORMANCE EVALUATION, THE PRESIDENT/CEO'S SELF-ASSESSMENT AND THE PRESIDENT/CEO'S COMPENSATION FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE COMMUNITY FOUNDATION MAKES ITS FORMS 1023, 990 AND 990-T AVAILABLE UPON REQUEST TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE COMMUNITY FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 202,949. INCLUDE AGENCY FUNDS ON TAX RETURN PREVIOUSLY EXLUDED 7,108,759. GOVERNING COMMITTEE OVER AUDIT FORM 990, PART XII, LINE 2C: THE COMMUNITY FOUNDATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE DETAILED REVIEW OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS VOTES TO ACCEPT THE AUDITED FINANCIAL STATEMENTS BASED ON THE RECOMMENDATION OF THE AUDIT COMMITTEE. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE PROCESS OF SELECTING THE INDEPENDENT AUDITOR. THE BOARD OF DIRECTORS VOTES TO APPROVE THE SELECTION OF THE INDEPENDENT AUDITOR BASED ON THE RECOMMENDATION OF THE AUDIT COMMITTEE. THE FRIENDS OF LAKEWOLD PO BOX 39780 LAKEWOOD WA 98439 943041320 PRESERVE LAKEWOLD GARDENS AS AN INSPIRATIONAL AND EDUCATIONAL EXPERIENCE. WA 501(C)(3) 509(A)(3) - TYPE 2 THE GREATER TACOMA COMMUNITY FOUNDATION 1 WESTERN FOREST INDUSTRIES MUSEUM PO BOX 705 TACOMA WA 98401 916060485 PRESERVE HISTORICAL RAILROAD MUSEUM, PROMOTE AND EDUCATE LOGGING IN THE PNW. WA 501(C)(3) 509(A)(3) - TYPE 2 THE GREATER TACOMA COMMUNITY FOUNDATION 1 THE ASSET STEWARDSHIP FOUNDATION 950 PACIFIC AVENUE SUITE 1220 TACOMA WA 98402 261088224 SUPPORT THE PURPOSES OF THE GTCF THROUGH RECEIPT AND HOLDING OF GIFTS WA 501(C)(3) 509(A)(3) - TYPE 1 THE GREATER TACOMA COMMUNITY FOUNDATION 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE FRIENDS OF LAKEWOLD B 267616 COST WESTERN FOREST INDUSTRIES MUSEUM B 394600 COST