WALKER FAMILY FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WALKER FAMILY FOUNDATION (EIN 13-4290882)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-03
IRS object ID
201242169349300134
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-03T11:29:16-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN911194016EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1
CityBELLEVUECity
StateWAState
ZIP Code98004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN134290882EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WALKER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWALKNameControl
Phone2066222294Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE NO 1300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNORMAN B RICEName
TitleSECRETARY/TREASURERTitle
Phone2066222294Phone
Date Signed2012-08-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANE M SEARINGName
PTINP00000565PTIN
Phone4254544919Phone
Date Prepared2012-08-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonNORMAN B RICENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE NO 1300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Gross Receipts524311GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2006YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionWALKER FAMILY FOUNDATION IS ORGANIZED & OPERATED AS A SUPPORTING ORG TO THE SEATTLE FOUNDATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers4TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-6173InvestmentIncomePriorYear
Investment Income Current Year524311InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-6173TotalRevenuePriorYear
Total Revenue Current Year524311TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year760000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY523168GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year72109OtherExpensePriorYear
Other Expenses Current Year77868OtherExpensesCurrentYear
Total Expenses Prior Year832109TotalExpensesPriorYear
Total Expenses Current Year601036TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-838282RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-76725RevenuesLessExpensesCY
Total Assets BOY7377412TotalAssetsBOY
Total Assets EOY6646146TotalAssetsEOY
Total Liabilities BOY11178TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7366234NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6646146NetAssetsOrFundBalancesEOY
Mission DescriptionTYPE I SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) TO THE SEATTLE FOUNDATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense537596Expense
Grants523168Grants
DescriptionWALKER FAMILY FOUNDATION IS ORGANIZED AND OPERATED AS A SUPPORTING ORGANIZATION TO THE SEATTLE FOUNDATION. THE SEATTLE FOUNDATION MAKES GRANTS FOR THE BENEFIT OF RESIDENTS OF THE GREATER PUGET SOUND AREA. WALKER FAMILY FOUNDATION MAKES GRANTS IN SUPPORT OF THE SEATTLE FOUNDATION'S CHARITABLE PURPOSE.Description
Total Program Service Expense537596TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1KEREEN HOLMQUISTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2066222294TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE SUITE 1300AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARGARET V K WALKER
PRESIDENT2.00XX000
DOUGLAS W WALKER
VICE PRESIDENT1.00XX000
NORMAN B RICE
SECRETARY/TREASURER1.00XX023108117681
KATHERINE A JANEWAY
TRUSTEE1.00X000
WILLIAM LEWIS
TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs231081TotalReportableCompFrmRltdOrgs
Total Other Compensation17681TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column120001TotalRevenueColumn
Exclusion$120,001ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other404310Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other404310Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column404310TotalRevenueColumn
Exclusion$404,310ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column524311TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$524,311ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total523168Total
Program Services523168ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total29775Total
Management And General29775ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE FEESDescription
Total48093Total
Program Services14428ProgramServices
Management And General33665ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total601036Total
Program Services537596ProgramServices
Management And General63440ManagementAndGeneral
Fundraising0Fundraising

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7377412BOY
EOY6646146EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7377412BOY
EOY6646146EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY11178BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY11178BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7366234BOY
EOY6646146EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7366234BOY
EOY6646146EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7377412BOY
EOY6646146EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-76725ReconcilationRevenueExpenses
Reconcilation Other Changes-643363ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE SEATTLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN916013536EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$571,261Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts571261SumOfAmounts
General ExplanationSCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID AMOUNTS FOR THE BENEFIT OF THE SEATTLE FOUNDATION: 522,168 GRANTS PAID TO THE SEATTLE FOUNDATION: 1,000 EXPENSES PAID TO THE SEATTLE FOUNDATION: 48,093 TOTAL: 571,261GeneralExplanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (21 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
AMERICAN ALPINE CLUB
710 10TH ST STE 100GOLDENCO804015843131611981509(A)(2)15000N/AN/ATO PROVIDE GENERAL SUPPORT.
CIVIL WAR TRUST
1156 15TH ST NW STE 900WASHINGTONDC200051717541426643509(A)(1)10000N/AN/ATO PROVIDE GENERAL SUPPORT.
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO809033243840402510170(B)(1)(A)(II)25000N/AN/ATO SUPPORT THE MINORITY STUDENT SCHOLARSHIP FUND.
FORTERRA
615 2ND AVE STE 600SEATTLEWA981042219943112461501(C)(3)10000N/AN/ATO PROVIDE ANNUAL SUPPORT.
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024 J5-200SEATTLEWA981091024237156071509(A)(1)100000N/AN/ATO PROVIDE GENERAL SUPPORT UNDER THE BEZOS CHALLENGE.
GLOBAL PARTNERSHIPS
909 NE BOAT ST STE 200SEATTLEWA981056672820574491509(A)(1)30000N/AN/ATO PROVIDE GENERAL SUPPORT.
KCTS TELEVISION
401 MERCER STSEATTLEWA981094640911221895509(A)(1)25000N/AN/ATO SUPPORT THE PRODUCTION OF LAND OF BEAUTY AND BOUNTY.
KCTS TELEVISION
401 MERCER STSEATTLEWA981094640911221895509(A)(1)1000N/AN/ATO PROVIDE GENERAL SUPPORT.
MUSEUM OF HISTORY AND INDUSTRY
2700 24TH AVE ESEATTLEWA981122031910513034509(A)(1)40000N/AN/ATO SUPPORT THE SOUTH LAKE UNION ARMORY BUILDING PROJECT.
MUSEUM OF HISTORY AND INDUSTRY
2700 24TH AVE ESEATTLEWA981122031910513034509(A)(1)5000N/AN/ATO PROVIDE GENERAL SUPPORT.
SEATTLE ART MUSEUM
1300 1ST AVESEATTLEWA981012003910640788509(A)(1)25000N/AN/ATO SUPPORT THE FUND FOR SPECIAL EXHIBITIONS.
SEATTLE ART MUSEUM
1300 1ST AVESEATTLEWA981012003910640788509(A)(1)5000N/AN/ATO PROVIDE GENERAL SUPPORT.
SEATTLE PARKS FOUNDATION
105 S MAIN ST STE 235SEATTLEWA98104911998597509(A)(1)7500N/AN/ATO PROVIDE GENERAL SUPPORT.
SEATTLE SHAKESPEARE COMPANY
PO BOX 19595SEATTLEWA981091595911512717509(A)(2)15000N/AN/ATO PROVIDE GENERAL SUPPORT.
SIGHTLINE INSTITUTE
1402 3RD AVE STE 500SEATTLEWA981012130521833599509(A)(1)10000N/AN/ATO PROVIDE GENERAL SUPPORT.
SOCIAL VENTURE PARTNERS
1601 2ND AVE STE 615SEATTLEWA981011539911894424509(A)(1)6000N/AN/ATO PROVIDE GENERAL SUPPORT.
THE WILDERNESS SOCIETY - PACIFIC NORTHWEST REGIONAL OFFICE
720 3RD AVE STE 1800SEATTLEWA981041845530167933509(A)(1)25000N/AN/ATO SUPPORT THE NORTH CASCADES INITIATIVE.
UNIVERSITY OF WASHINGTON
BOX 359515SEATTLEWA981951210943079432GOVERNMENT41668N/AN/ATO SUPPORT THE WALKER ENDOWED PROFESSORSHIP OF NATURAL HISTORY.
WOODLAND PARK ZOO
601 N 59TH STSEATTLEWA981035858916070005509(A)(1)25000N/AN/ATO SUPPORT THE CONSERVATION FELLOWS PROGRAM.
WOODLAND PARK ZOO
601 N 59TH STSEATTLEWA981035858916070005509(A)(1)1000N/AN/ATO PROVIDE GENERAL SUPPORT.
YMCA OF GREATER SEATTLE
909 4TH AVE 2ND FLSEATTLEWA981041108910482710509(A)(2)25000N/AN/ATO SUPPORT THE BOLD PROGRAM.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants17TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: DUE DILIGENCE IS PERFORMED ON ALL GRANT RECOMMENDATIONS BY THE GRANTS ADMINISTRATOR. GRANTS ARE REVIEWED AND APPROVED BY THE SUPPORTING ORGANIZATION BOARD OR THE SUPPORTING ORGANIZATION GRANT COMMITTEE PRIOR TO DISTRIBUTION. A QUORUM MUST BE MET FOR DISTRIBUTION.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonNORMAN B RICENamePerson
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs211881CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs19200OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs9600DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs8081NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs248762TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationSCHEDULE J, PART I, LINE 3: THE TOP MANAGEMENT OFFICIAL IS UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON THE SEATTLE FOUNDATION, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART I, LINE 6: VOLUNTEERSTHERE ARE FOUR VOLUNTEER BOARD MEMBERS. BOARD MEMBERS ASSIST WITH THE OPERATIONS OF THE ORGANIZATION AND GRANT OVERSIGHT.
FORM 990, PART VI, SECTION A, LINE 2MARGARET V.K. WALKER AND DOUGLAS W. WALKER HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6THERE ARE TWO CLASSES OF MEMBERS IN THE BYLAWS FOR THE ORGANIZATION. THE FIRST CLASS IS DESIGNATED TO THE FOUNDATION MEMBER AND THE SECOND CLASS IS DESIGNATED TO THE DONOR MEMBER. THE FOUNDATION MEMBER HAS THE EXCLUSIVE AUTHORITY TO ELECT THE FOUNDATION DIRECTOR CLASS OF THE BOARD OF DIRECTORS AND IS ENTITLED TO TWO VOTES IN ALL VOTING MATTERS. THE DONOR MEMBER HAS THE EXCLUSIVE AUTHORITY TO ELECT THE DONOR CLASS OF THE BOARD OF DIRECTORS AND IS ENTITLED TO ONE VOTE IN ALL VOTING MATTERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE FOUNDATION MEMBER IS ABLE TO ELECT THE FOUNDATION CLASS OF THE BOARD AND THE DONOR MEMBER IS ABLE TO ELECT THE DONOR CLASS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BTHE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF THE SEATTLE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11THE ENTIRE BOARD IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING. SUFFICIENT TIME IS ALLOWED FOR REVIEW AND QUESTIONS BEFORE THE RETURN IS FILED. THE FOUNDATION MEMBER IS DESIGNATED TO REVIEW AND SIGN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICIES ARE SIGNED YEARLY BY ALL BOARD MEMBERS AND TRUSTEES. SEE PROCEDURES FOR COMPLIANCE BELOW: A. THE SUPPORTING ORGANIZATION MAINTAINS A LIST OF ALL PERSONS AND ENTITIES WHO ARE SUBSTANTIAL CONTRIBUTORS OR DISQUALIFIED PERSONS WITH RESPECT TO THE SUPPORTING ORGANIZATION. THE SECRETARY OF THE SUPPORTING ORGANIZATION IS RESPONSIBLE FOR REVIEWING THESE LISTS FOR ACCURACY ON AN ANNUAL BASIS, UPDATING THE LISTS AS NEEDED, AND PROVIDING THE SEATTLE FOUNDATION WITH THESE LISTS AND ALL UPDATES. B. THE SUPPORTING ORGANIZATION ENSURES THAT PRIOR TO DISTRIBUTION OF ANY FUNDS, AN AGENT OF THE SUPPORTING ORGANIZATION CONFIRMS THAT THE DISTRIBUTION DOES NOT RESULT IN A PROHIBITED DISTRIBUTION UNDER THE CONFLICT OF INTEREST POLICY. C. ANY PAYMENT BY THE SUPPORTING ORGANIZATION TO A SUBSTANTIAL CONTRIBUTOR, RELATED PERSONS OR ENTITIES THAT IS NOT PROHIBITED BY THE CONFLICT OF INTEREST POLICY MUST BE APPROVED BY THE SEATTLE FOUNDATION'S DIRECTOR OF PHILANTHROPIC SERVICES, OR HIS OR HER DESIGNEE. D. THE SUPPORTING ORGANIZATION REQUIRES THAT PRIOR TO MAKING ANY PAYMENT OR PROVIDING ANY NON-INCIDENTAL BENEFIT TO A DISQUALIFIED PERSON OTHER THAN A SUBSTANTIAL CONTRIBUTOR OR RELATED PERSON OR ENTITY, SUCH PAYMENT OR BENEFIT MUST BE APPROVED BY THE SUPPORTING ORGANIZATION BOARD OF TRUSTEES AS IF SUCH DISQUALIFIED PERSON WERE A "COVERED PERSON" IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19THE SEATTLE FOUNDATION, THE SUPPORTING ORGANIZATION, MAINTAINS COPIES OF THESE DOCUMENTS AND MAKES THEM AVAILABLE FOR INSPECTION DURING REGULAR BUSINESS HOURS AT THE SEATTLE FOUNDATION'S PRINCIPAL OFFICE. THE SEATTLE FOUNDATION ALSO COMPLIES WITH ALL REQUESTS (WRITTEN OR VERBAL) FOR COPIES OF THESE DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 15:ALL OFFICERS, KEY EMPLOYEES AND MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REASONABLENESS OF THE COMPENSATION PAID TO THESE PERSONS BY THE RELATED ORGANIZATION IS DETERMINED BY THE BOARD OF THE RELATED ORGANIZATION.
FORM 990, PART VII, SECTION A:NORMAN B. RICE 48 HOURSHOURS DEVOTED TO RELATED ORGANIZATION:
FORM 990, PART VIII, LINE 7: NET GAIN OR (LOSS)THE NET GAIN REPRESENTS GAINS ON SALES OF SECURITIES. ALL SECURITIES ARE HELD IN TRUSTS AND THE LARGE NUMBER OF TRANSACTIONS PREVENTS THE TAXPAYER FROM DETAILING THE SELLING PRICE AND COST OF EACH INDIVIDUAL SALE. THEREFORE, THE NET GAINS HAVE BEEN REPORTED ON PART VIII, LINE 7 WITH NO COST BASIS.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -643,363.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
THE SEATTLE FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101916013536SERVES CHARITABLE ORGANIZATIONS IN THE GREATER SEATTLE AREAWA501(C)(3)7N/A0
THE BROTMAN FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101911996498GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE II0THE SEATTLE FOUNDATION
THE DABNEY POINT FUND
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101943209929GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE II0THE SEATTLE FOUNDATION
THE LUINO AND MARGARET DELL'OSSO FAMILY FUND
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101911873773GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
DILLON FAMILY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101912079177GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
GLENHOME TRUST
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101916053623GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
THE GEORGE P HARDGROVE FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101916061389GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
THE KAUFFMAN FAMILY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101911575122GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
LAIRD NORTON FAMILY SUPPORTING ORGANIZATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101202703305GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
MCKIBBENMERNER FAMILY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101134290879GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
REGIS FAMILY COMMUNITY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101611480303GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
ROBERTS-BECKER FAMILY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101912173912GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
THE RUDOLF FAMILY FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101911730983GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
SEATTLE INTERNATIONAL FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101208350995GRANTMAKING TO ORGS TO ENHANCE INTERNATIONAL PHILANTHROPY IN PNWWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
TSF PROPERTIES
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101912016094GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
TSF SERVICES
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101912008707GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
THE WHITEHORSE FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101943101726GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION
YOUTH OUTDOOR LEGACY FUND
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101010833226GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITYWA501(C)(3)11A-TYPE I0THE SEATTLE FOUNDATION

Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntity
SRF CHARITABLE TRUST
800 FIFTH AVESEATTLEWA981043176916059260MANAGE INVESTMENTSWAN/AT
REF TRUST FBO THE SEATTLE FOUNDATION
1301 FIFTH AVE FLR 24SEATTLEWA98101916027079MANAGE INVESTMENTSWAN/AT
MEF TRUST FBO THE SEATTLE FOUNDATION
1301 FIFTH AVE FLR 24SEATTLEWA98101916027080MANAGE INVESTMENTSWAN/AT
DMH CHARITABLE TRUST FBO SEATTLE FOUNDATION
999 THIRD AVE STE 4000SEATTLEWA98104916023538MANAGE INVESTMENTSWAN/AT
HP CHARITABLE TRUST FBO THE SEATTLE FOUNDATION
999 THIRD AVE STE 4000SEATTLEWA98104916023566MANAGE INVESTMENTSWAN/AT
RDS TRUST FBO SEATTLE FOUNDATION
800 FIFTH AVESEATTLEWA981043176916300139MANAGE INVESTMENTSWAN/AT
AWW TRUST FBO SEATTLE FOUNDATION
800 FIFTH AVESEATTLEWA981043176911034032MANAGE INVESTMENTSWAN/AT
CHARITABLE REMAINDER TRUST (18)
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101MANAGE INVESTMENTSWAN/AT
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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