2013-03-07T17:14:35-06:00 2012-06-30 911503183 DWYER PEMBERTON & COULSON PC PO BOX 1614 TACOMA WA 984011614 990 2011-07-01 911007459 THE GREATER TACOMA COMMUNITY FOUNDATION GREA 2533835622 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 ROSE LINCOLN HAMILTON 2532728099 2013-02-28 1 ED E RAMOS CPA P00601133 2535729922 2011 2016-02-25 16:41:14Z ROSE LINCOLN HAMILTON 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 17593799 0 X WWW.GTCF.ORG X 1977 WA FOSTERING GENEROSITY BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER, FOREVER ENRICHING OUR COMMUNITY. 17 17 18 91 2856 0 16852888 5847369 0 0 6325215 1330380 108803 175224 23286906 7352973 2106124 3247662 0 0 972669 1100931 0 0 266886 1565433 822983 4644226 5171576 18642680 2181397 77065762 74186479 12848444 8810751 64217318 65375728 X THE COMMUNITY FOUNDATION HELPS DONORS WITH THEIR CHARITABLE AND FINANCIAL GOALS THROUGH SIMPLE, POWERFUL AND HIGHLY PERSONAL APPROACHES TO GIVING AND IMPACTS THE LIVES OF PIERCE COUNTY RESIDENTS BY STRATEGIC GRANT MAKING TO NONPROFIT AGENCIES IN THE COMMUNITY. OUR VALUES OF INNOVATION, COLLABORATION, INTEGRITY AND COMMUNITY ALONG WITH THE VIBRANT COMMUNITY PROGRAM WILL CONTINUE TO INFLUENCE FUTURE COMMUNITY GRANTMAKING DECISIONS. 0 0 3903709 3247662 173967 COMMUNITY FOUNDATION DONORS ENJOY THE CONVENIENCE OF DOING ALL THEIR CHARITABLE GIVING IN ONE PLACE WITH TREMENDOUS FLEXIBILITY AND MAXIMUM TAX ADVANTAGES. DONORS ARE ABLE TO GIVE A WIDE VARIETY OF ASSETS TO CREATE CHARITABLE FUNDS NOW OR IN THE FUTURE THROUGH THEIR ESTATES. FUNDS CAN BE PERMANENTLY ENDOWED OR THE TOTAL BALANCE MAY BE GRANTED OUT OVER A SPECIFIED TIME PERIOD. DONORS MAY RECOMMEND GRANT RECIPIENTS, PERMANENTLY DESIGNATE RECIPIENTS OR ALLOW GRANTS TO BE AWARDED AT THE DISCRETION OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS AN EXCELLENT AND SIMPLE ALTERNATIVE TO PRIVATE FOUNDATIONS AND CAN ENSURE THAT YOUR GIVING WILL CONTINUE FOREVER. THE COMMUNITY FOUNDATION HAS DEVELOPED THE VIBRANT COMMUNITY PROGRAM AS A FOCUSED STRATEGY TO USE DISCRETIONARY FUNDING TO MAKE A DEFINED IMPACT IN PIERCE COUNTY. THE VIBRANT COMMUNITY CONCEPT INCLUDES THE FOLLOWING FIVE ELEMENTS: ARTS & CULTURE; BASIC NEEDS; EDUCATION; ENVIRONMENT; AND NEIGHBORHOODS & COMMUNITIES. 3903709 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 0 0 0 1 46 0 1 18 1 1 1 1 CJ 0 0 1 1 1 1 0 0 0 0 0 0 0 X 17 17 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 JUDITH NILAN 2.00 X X 0 0 0 T GARY CONNETT 2.00 X X 0 0 0 PETER DARLING 2.00 X X 0 0 0 CALVIN PEARSON 2.00 X X 0 0 0 MARY ANN ANDERSON 2.00 X 0 0 0 KATHARINE T SEVERSON 2.00 X 0 0 0 JOHN HOLMAAS 2.00 X 0 0 0 SHERLYN IVERSON 2.00 X 0 0 0 TIMOTHY TUCCI 2.00 X 0 0 0 JOHN WIBORG 2.00 X 0 0 0 JOE MAYER 2.00 X 0 0 0 ED GROGAN 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 SHERI TONN PHD 2.00 X 0 0 0 ROSE LINCOLN HAMILTON 40.00 X 200700 0 27018 SHIRLEY BROCKMANN 40.00 X 91380 0 16086 JEFFREY PRITCHARD 40.00 X 117880 0 18736 409960 0 61840 2 0 1 0 0 20035 5827334 1979337 5847369 1954622 1954622 9605985 10230227 -624242 -624242 -624242 9000 20035 10599 -1599 -1599 ADMINISTRATIVE FEE REV 561000 131117 128261 2856 OTHER REVENUE 900099 45706 45706 176823 7352973 173967 2856 1328781 2949350 2949350 298312 298312 322844 71099 214753 36992 579874 218559 249794 111521 47287 13882 23018 10387 79301 22451 41159 15691 71625 23350 36313 11962 43399 35016 8383 21700 21700 145854 145854 171117 94616 63851 12650 21352 7964 13388 40045 11577 23952 4516 68176 29305 28418 10453 97675 37827 45056 14792 9994 3098 5307 1589 71131 34434 19179 17518 740 740 15924 4936 8456 2532 15222 4719 8083 2420 COPYING AND PRINTING 21243 10805 5771 4667 EQUIPMENT RENTAL AND MA 14911 6174 5248 3489 DUES AND SUBSCRIPTIONS 13906 5075 7034 1797 COMMUNITY EVENTS 11976 11976 38618 9184 25524 3910 5171576 3903709 1000981 266886 7834183 2717625 167371 549445 8619 5440 141028 75678 77199 65350 63731833 69578920 5246557 1269699 77065762 74186479 94371 86821 4638061 269921 24456 73581 700723 638163 7390833 7742265 12848444 8810751 X 56007011 60556758 6166619 2775282 2043688 2043688 64217318 65375728 77065762 74186479 X 2181397 -1022987 X X 0 1 1 X 0 X 2366636 2043162 1465181 2780968 2925666 11581613 2366636 2043162 1465181 2780968 2925666 11581613 1433594 10148019 1126596 835910 688637 1415427 1954846 6021416 2941 1710 972 523 6146 111489 140243 127597 189706 173967 743002 18352177 54145 0.55300 0.63660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE AND OTHER REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 2468881 770809 10295771 1 1 1 2094840 238223 2333063 1 57600176 197808 436072 3198525 55035531 39491138 11436213 8973553 2300728 57600176 35452862 149145 4618629 729498 39491138 47135689 478897 -10499085 1662639 35452862 0.96290 0.03710 0.00000 0 0 141028 75678 65350 65350 ANNUITIES PAYABLE UNDER THE SPLIT-INTEREST AGREEMENT 633506 FUNDS HELD FOR THE BENEFIT OF OTHER ORGANIZATIONS 7108759 7742265 7352973 5171576 2181397 -1166183 143196 -1022987 1158410 6340585 -1166183 143196 -1022987 7363572 -10599 -10599 7352973 5182175 0 5182175 -10599 -10599 5171576 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: THE COMMUNITY FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITION. THE COMMUNITY FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE JUNE 30, 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 143,196. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 143,196. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS NET ADMISSIONS TO DIRECT COSTS, 990, PG 9, LN8B -10,599. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS NET ADMISSIONS TO DIRECT COSTS, 990, PG 9, LN8B -10,599. FFWG ANNUAL LUNCHEON 29035 20035 9000 10599 29035 20035 9000 10599 10599 -1599 1 AMERICAN CANCER SOCIETY TACOMA CHAPTER 1313 BROADWAY SUITE 100 TACOMA WA 98402 841316555 501(C)(3) 7542 GENERAL OPERATING SUPPORT, PROGRAMS AND RESEARCH ANNIE WRIGHT SCHOOL 827 N TACOMA AVENUE TACOMA WA 98403 910567266 501(C)(3) 848249 BENEFIT STUDENTS ATTENDING ANNIE WRIGHT BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 3875 S 66TH STREET TACOMA WA 98409 910759832 501(C)(3) 45038 HOPE CENTER AND GENERAL OPERATING SUPPORT BROADWAY CENTER FOR THE PERFORMING ARTS 901 BROADWAY PLAZA SUITE 700 TACOMA WA 984024415 911106878 501(C)(3) 6002 EDUCATIONAL PROGRAMS, GENERAL OPERATING SUPPORT CAMP FIRE USA ORCA COUNCIL PO BOX 18170 TACOMA WA 98419 910564955 501(C)(3) 8657 TEEN OUTREACH PROGRAM CASA LATINA 317 17TH AVE S SEATTLE WA 98144 911689251 501(C)(3) 25000 GENERAL OPERATING SUPPORT CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON 1323 SOUTH YAKIMA AVENUE TACOMA WA 98405 911585652 501(C)(3) 854581 GENERAL OPERATING SUPPORT AND SERVICES PROVIDED FOR 2011-2012 CHARLES WRIGHT ACADEMY 7723 CHAMBERS CREEK RD W TACOMA WA 98467 910673111 501(C)(3) 826920 MAINTENANCE AND CAPITAL EXPENSES OF THE ROBERT K. GROSS MEMORIAL SOCCER FIELD CHILDREN'S HOME SOCIETY - KEY PENINSULA FAMILY RESOURCE CENTER 17010 S VAUGHN ROAD VAUGHN WA 98394 910575955 501(C)(3) 10000 GENERAL OPERATING SUPPORT CHILDRENS MUSEUM OF TACOMA 936 BROADWAY TACOMA WA 98402 943036465 501(C)(3) 13750 WE PLAY! CAMPAIGN AND GENERAL OPERATING SUPPORT CHINESE OPERA R&D ASSOCIATION 7235 INTERLAAKEN DR SW LAKEWOOD WA 98499 911580337 501(C)(3) 24000 GENERAL OPERATING SUPPORT COLLEGE SUCCESS FOUNDATION 1605 NW SAMMAMISH BLVD STE 100 ISSAQUAH WA 98027 912036088 501(C)(3) 6250 SCHOLARSHIP 1000 DIVINE MERCY CARE 11135 LEE HIGHWAY SUITE B FAIRFAX VA 22030 341985248 501(C)(3) 7000 GENERAL OPERATING SUPPORT EMERGENCY FOOD NETWORK 3318 92ND STREET SOUTH LAKEWOOD WA 98499 943131776 501(C)(3) 15181 MOTHER EARTH FARM AND GENERAL OPERATING SUPPORT FOSS HOME AND VILLAGE 13023 GREENWOOD AVE N SEATTLE WA 98133 910573114 501(C)(3) 27320 LOW-RISE BED & INJURY PREVENTION EXODUS HOUSING PO BOX 1006 SUMNER WA 98390 911660137 501(C)(3) 35927 SERVICES PROVIDED 2011-2012 FRIENDS OF LAKEWOLD 12317 GRAVELLY LAKE DRIVE SW LAKEWOOD WA 984963780 943041320 501(C)(3) 223573 GENERAL OPERATING SUPPORT GIRL SCOUTS OF WESTERN WASHINGTON 601 VALLEY STREET1000 DAVIS PLACE SEATTLLE WA 98109 916060940 501(C)(3) 7883 ASSISTANCE AND GENERAL OPERATING SUPPORT GREAT PENINSULA CONSERVANCY 3721 KITSAP WAY SUITE 5 BREMERTON WA 98312 911110978 501(C)(3) 9131 GENERAL OPERATING SUPPORT GREATER LAKES MENTAL HEALTH FOUNDATION 9330 59TH AVENUE SW LAKEWOOD WA 984996600 916064184 501(C)(3) 7183 GENERAL SUPPORT FOR CHARITABLE PROGRAMS HAROLD E LEMAY MUSEUM PO BOX 1117 TACOMA WA 98401 911867848 501(C)(3) 227357 2012 EXHIBIT DEVELOPMENT & CONSTRUCTION AND GENERAL OPERATING SUPPORT HILLTOP ARTISTS IN RESIDENCE PROGRAM 602 N SPRAGUE AVE TACOMA WA 98417 911667476 501(C)(3) 11000 GENERAL OPERATING SUPPORT HOPESPARKS 6424 N 9TH STREET TACOMA WA 98406 910598103 501(C)(3) 17988 TO SERVE ABUSED OR DISFIGURED CHILDREN HOSPITALITY KITCHEN C/O CATHOLIC COMMUNITY SERVICES 1323 SO YAKIMA AVE TACOMA WA 98405 911585652 501(C)(3) 6716 GENERAL OPERATING SUPPORT HUMANE SOCIETY FOR TACOMA-PIERCE COUNTY 2608 CENTER ST TACOMA WA 98409 910577128 501(C)(3) 11076 GENERAL OPERATING SUPPORT IDA KARLIN HEALING CENTER FOR YOUTH 319 5TH STREET SW PUYALLUP WA 98371 911285383 GOVERNMENT 8287 PROVIDE MEDICAL CARE TO CHILDREN LAKEWOOD AREA SHELTER ASSOCIATION 8959 GRAVELLY LAKE DRIVE LAKEWOOD WA 98499 911470619 501(C)(3) 25452 GENERAL OPERATING SUPPORT MARY BRIDGE CHILDREN'S HOSPITAL FOUNDATION 409 SOUTH J STREET TACOMA WA 98405 943030039 501(C)(3) 850720 GENERAL OPERATING SUPPORT MULTICARE HEALTH FOUNDATION 409 SOUTH J STREET TACOMA WA 984155296 911514257 501(C)(3) 48240 TACOMA GENERAL HOSPITAL GENERAL CHARITABLE SUPPORT MULTICARE HEALTH SYSTEM 409 SOUTH J STREET TACOMA WA 984150299 911352172 501(C)(3) 19616 GENERAL SUPPORT OF CHARITABLE PROGRAMS MUSEUM OF GLASS 1801 E DOCK STREET TACOMA WA 98402 911669422 501(C)(3) 16178 GENERAL SUPPORT OF CHARITABLE PROGRAMS MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 911145592 501(C)(3) 6785 GENERAL OPERATING SUPPORT NATIVITY HOUSE 2304 S JEFFERSON AVE TACOMA WA 98402 911223563 501(C)(3) 8000 GENERAL OPERATING SUPPORT PACIFIC HARBORS COUNCIL BOY SCOUTS OF AMERICA 4802 SOUTH 19TH STREET TACOMA WA 98405 910564954 501(C)(3) 9827 GENERAL OPERATING SUPPORT PACIFIC LUTHERAN UNIVERSITY 12180 PARK AVENUE SOUTH TACOMA WA 98447 910565571 501(C)(3) 18012 SCHOLARSHIPS AND GENERAL OPERATING SUPPORT PHILANTHROPY NORTHWEST 2101 FOURTH AVENUE SUITE 650 SEATTLE WA 98121 911110995 501(C)(3) 7365 SUSTAINABLILITY CAMPAIGN AND MEMBERSHIP DUES PIERCE COLLEGE FOUNDATION 1601 39TH AVENUE SE PUYALLUP WA 98374 911039199 501(C)(3) 39986 THE 21ST CENTURY CAMPAIGN AND SCHOLARSHIPS FOR DISABLED CHILDREN PIERCE COUNTY LIBRARY FOUNDATION 3005 112TH STREET EAST TACOMA WA 98446 510180293 501(C)(3) 5109 GENERAL OPERATING SUPPORT PSI CHARTER COALITION 5 N WABASH UNIT 401 CHICAGO IL 60602 274913933 501(C)(3) 7500 GENERAL OPERATING SUPPORT RESCUE MISSION PO BOX 1912 TACOMA WA 98401 910565014 501(C)(3) 14150 GENERAL OPERATING SUPPORT SALVATION ARMY P O BOX 1254 TACOMA WA 98403 941156347 501(C)(3) 5835 GENERAL OPERATING SUPPORT SCHOOL'S OUT WASHINGTON 801 123RD AVE SOUTH SEATTLE WA 98144 910482890 501(C)(3) 13962 SUPPORT THE PIERCE COUNTY YOUTH PROGRAM QUALITY WORK COMPLETED SEATTLE SYMPHONY P O BOX 21906 SEATTLE WA 98111 910667412 501(C)(3) 7500 ANNUAL FUND SOUTH SOUND OUTREACH SERVICES 1106 MARTIN LUTHER KING JR W TACOMA WA 98405 911741624 501(C)(3) 38143 PROVIDE HEATING ASSISTANCE FOR PIERCE COUNTY SENIOR CITIZENS JEFFERSON COUNTY COMMUNITY FOUNDATION 219-A WEST PATISON SUITE A PORT HADLOCK WA 98339 841682682 501(C)(3) 108466 GENERAL OPERATION SUPPORT TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 910697444 501(C)(3) 8770 GENERAL OPERATING SUPPORT TACOMA COMMUNITY COLLEGE FOUNDATION 6501 S 19TH STREET BUILDING TACOMA WA 98466 916073780 501(C)(3) 6000 MADISON FAMILY LITERACY PROGRAM TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 910570872 501(C)(3) 18243 READ2ME AND GENERAL OPEARTING SUPPORT TACOMA ELKS LODGE NO 174 BPOE 1965 SOUTH UNION TACOMA WA 98405 910142850 501(C)(8) 9947 CHARITABLE PROGRAMS THAT BENEFIT CHILDREN TACOMA ORTHOPEDIC ASSOCIATION 311 SOUTH L STREET TACOMA WA 984150299 916030192 501(C)(3) 27160 THE FRANCES C. PETERSEN LEUKEMIA FUND TACOMA PIERCE COUNTY HEALTH DEPARTMENT 3629 S D STREET TACOMA WA 98418 GOVERNMENT 13315 PROVIDE INCENTIVES/GIFTS/ESSENTIAL ITEMS TO SUPPORT UNWED FIRST TIME MOTHERS IMMANUEL PRESBYTERIAN CHURCH 901 NORTH J ST TACOMA WA 98403 CHURCH 18780 GENERAL OPERATING SUPPORT TAHOMA AUDUBON SOCIETY 2917 MORRISON ROAD W UNIVERSITY PLACE WA 98466 237450873 501(C)(3) 8652 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS THE ZOO SOCIETY 5400 N PEARL STREET TACOMA WA 98407 916066667 501(C)(3) 28024 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS UNIVERSITY OF PUGET SOUND 1500 N WARNER STREET 1080 TACOMA WA 984161087 910564961 501(C)(3) 56226 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS UNIVERSITY OF WASHINGTON SCHOOL OF MEDICINE CAMPUS MAIL BOX XXX-XX-XXXX MERCER ST BLDG C-5 SEATTLE WA 981094714 943079432 501(C)(3) 5283 GENERAL OPERATING SUPPORT AND STUDENT SCHOLARSHIPS UNIVERSITY OF WASHINGTON TACOMA 1900 COMMERCE STREET TACOMA WA 984023100 943079432 501(C)(3) 8002 UW TACOMA SUMMIT AND URBAN WATERS PROJECT WASHINGTON STATE UNIVERSITY FOUNDATION 255 E MAIN STREET SUITE 301 PULLMAN WA 991641925 911075542 501(C)(3) 28579 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS WORLD VISION US PROGRAMS FEDERAL WAY WA 980639716 951922279 501(C)(3) 7715 GENERAL OPERATING SUPPORT YMCA OF PIERCE AND KITSAP COUNTIES 1614 S MILDRED ST STE 1 TACOMA WA 98465 910565562 501(C)(3) 36015 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS YWCA OF PIERCE COUNTY 405 BROADWAY TACOMA WA 98402 910565026 501(C)(3) 902859 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS EMMANUEL LUTHERAN CHURCH 6838 SOUTH J STREET TACOMA WA 984083116 CHURCH 7476 GENERAL OPERATING SUPPORT GRACE BAPTIST CHURCH 2507 N VASSAULT TACOMA WA 98406 916032943 CHURCH 9300 ANNUAL FUND PRIESTS OF THE SACRED HEART PO BOX 900 HALES CORNERS WI 53130 391243521 CHURCH 6715 GENERAL OPERATING SUPPORT AND CHARITABLE PROGRAMS GIVE2ASIA 465 CALIFORNIA ST 9TH FLOOR SAN FRANCISCO CA 94119 943373670 501(C)(3) 10700 HUEI-KONG MEDICAL CHARITY FUND AND ASSOCIATED FEES GOOD SAMARITAN FOUNDATION 402 15TH AVE SE SUITE 1C PUYALLUP WA 98372 912004312 501(C)(3) 6392 GENERAL OPERATING SUPPORT LIGHTHOUSE FOR THE BLIND 2501 SOUTH PLUM ST SEATTLE WA 98114 910295070 501(C)(3) 14924 ORIENTATION AND MOBILITY TACTILE MAPMAKING AND GRAPHICS PROJECT MUSEUM OF FLIGHT 9404 EAST MARGINAL WAY SOUTH SEATTLE WA 98108 910785826 501(C)(3) 97626 AVIATION LEARNING CENTER, FLIGHT SIMULATOR LAB, VINOD RAJPAUL 'LEARNING LABORATORY' SUMNER-BONNEY LAKE EDUCATIONAL FOUNDATION 1202 WOOD AVENUE SUMNER WA 98390 300128156 501(C)(3) 6917 STUDENT SCHOLARSHIPS AND GENERAL OPERATING SUPPORT SHUNPIKE 3518 FREMONT AVE N SEATTLE WA 98103 912138554 501(C)(3) 10000 SHUNPIKE COHORT - TACOMA 2012 SOCIAL VENTURE PARTNERS 1601 2ND AVE STE 615 SEATTLE WA 98101 911894424 501(C)(3) 6000 ANNUAL GIVING FUND TACOMA HOUSING AUTHORITY 902 SOUTH L STREET TACOMA WA 98405 810557198 501(C)(3) 10000 HOUSING ESSENTIALS FUND TACOMA MUSICAL PLAYHOUSE 7116 6TH AVE TACOMA WA 98406 943198670 501(C)(3) 40000 PHASE II STAGE & AUDITORIUM REMODEL THE VEDANTA SOCIETY OF WESTERN WASHINGTON 2716 BROADWAY AVE E SEATTLE WA 98102 816187530 501(C)(3) 10600 STAIRWAY LIFT UNIVERSITY OF WASHINGTON FOUNDATION 1900 COMMERCE STREET TACOMA WA 98402 943079432 501(C)(3) 25500 SCHOLARSHIPS FOR THREE PROSPECTIVE OR CURRENT STUDENTS PREVIOUSLY OR CURRENTLY EMPLOYED WASHINGTON NONPROFITS 120 STATE AVE NE 303 PULLMAN WA 99164 271768789 501(C)(3) 13855 GENERAL OPERATING SUPPORT AGENCY FUNDS -430622 AGENCY FUNDS REMOVED ON THE AUDITED FINANCIAL STATEMENTS GRANTS ACCRUED IN A PRIOR YEAR -4124847 DESIGNATED FUNDS ACCRUED IN A PRIOR YEAR 72 4 SCHOLARSHIPS 98 298312 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 200700 0 0 0 0 0 20070 0 6948 0 227718 0 177750 0 X 6 1958087 FAIR VALUE AT GIFT DATE X ADVERTISING 4 21250 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 COMPENSATION COMMITTEE IS COMPOSED OF THE CURRENT BOARD CHAIR, FORMER BOARD CHAIR AND THE CURRENT BOARD VICE CHAIR. 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 SALARIES 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,166,183. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 143,196. TOTAL TO FORM 990, PART XI, LINE 5: -1,022,987. 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 WESTERN FOREST INDUSTRIES MUSEUM B THE FRIENDS OF LAKEWOLD B THE FRIENDS OF LAKEWOLD K ASSET STEWARDSHIP FOUNDATION C