2012-08-03T11:29:16-05:00 2011-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-01-01 134290882 WALKER FAMILY FOUNDATION WALK 2066222294 1200 FIFTH AVENUE NO 1300 SEATTLE WA 98101 NORMAN B RICE 2066222294 2012-08-02 1 JANE M SEARING P00000565 4254544919 2012-08-02 2011 2016-02-24 21:20:13Z NORMAN B RICE 1200 FIFTH AVENUE NO 1300 SEATTLE WA 98101 524311 0 X N/A X 2006 WA WALKER FAMILY FOUNDATION IS ORGANIZED & OPERATED AS A SUPPORTING ORG TO THE SEATTLE FOUNDATION. 5 4 0 4 0 0 0 0 0 0 -6173 524311 0 0 -6173 524311 760000 523168 0 0 0 0 0 0 0 72109 77868 832109 601036 -838282 -76725 7377412 6646146 11178 0 7366234 6646146 TYPE I SUPPORTING ORGANIZATION UNDER IRC SECTION 509(A)(3) TO THE SEATTLE FOUNDATION. 0 0 537596 523168 WALKER 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. 537596 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X KEREEN HOLMQUIST 2066222294 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 X MARGARET V K WALKER 2.00 X X 0 0 0 DOUGLAS W WALKER 1.00 X X 0 0 0 NORMAN B RICE 1.00 X X 0 231081 17681 KATHERINE A JANEWAY 1.00 X 0 0 0 WILLIAM LEWIS 1.00 X 0 0 0 0 231081 17681 0 0 1 0 0 120001 120001 404310 0 404310 404310 404310 524311 0 0 524311 523168 523168 29775 29775 ADMINISTRATIVE FEES 48093 14428 33665 601036 537596 63440 0 7377412 6646146 7377412 6646146 11178 0 11178 0 X 7366234 6646146 7366234 6646146 7377412 6646146 X -76725 -643363 X 0 1 1 X 0 X X X X 0 0 0 THE SEATTLE FOUNDATION 916013536 7 1 1 1 571261 1 571261 SCHEDULE 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: 571,261 1 AMERICAN ALPINE CLUB 710 10TH ST STE 100 GOLDEN CO 804015843 131611981 509(A)(2) 15000 N/A N/A TO PROVIDE GENERAL SUPPORT. CIVIL WAR TRUST 1156 15TH ST NW STE 900 WASHINGTON DC 200051717 541426643 509(A)(1) 10000 N/A N/A TO PROVIDE GENERAL SUPPORT. COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 809033243 840402510 170(B)(1)(A)(II) 25000 N/A N/A TO SUPPORT THE MINORITY STUDENT SCHOLARSHIP FUND. FORTERRA 615 2ND AVE STE 600 SEATTLE WA 981042219 943112461 501(C)(3) 10000 N/A N/A TO PROVIDE ANNUAL SUPPORT. FRED HUTCHINSON CANCER RESEARCH CENTER PO BOX 19024 J5-200 SEATTLE WA 981091024 237156071 509(A)(1) 100000 N/A N/A TO PROVIDE GENERAL SUPPORT UNDER THE BEZOS CHALLENGE. GLOBAL PARTNERSHIPS 909 NE BOAT ST STE 200 SEATTLE WA 981056672 820574491 509(A)(1) 30000 N/A N/A TO PROVIDE GENERAL SUPPORT. KCTS TELEVISION 401 MERCER ST SEATTLE WA 981094640 911221895 509(A)(1) 25000 N/A N/A TO SUPPORT THE PRODUCTION OF LAND OF BEAUTY AND BOUNTY. KCTS TELEVISION 401 MERCER ST SEATTLE WA 981094640 911221895 509(A)(1) 1000 N/A N/A TO PROVIDE GENERAL SUPPORT. MUSEUM OF HISTORY AND INDUSTRY 2700 24TH AVE E SEATTLE WA 981122031 910513034 509(A)(1) 40000 N/A N/A TO SUPPORT THE SOUTH LAKE UNION ARMORY BUILDING PROJECT. MUSEUM OF HISTORY AND INDUSTRY 2700 24TH AVE E SEATTLE WA 981122031 910513034 509(A)(1) 5000 N/A N/A TO PROVIDE GENERAL SUPPORT. SEATTLE ART MUSEUM 1300 1ST AVE SEATTLE WA 981012003 910640788 509(A)(1) 25000 N/A N/A TO SUPPORT THE FUND FOR SPECIAL EXHIBITIONS. SEATTLE ART MUSEUM 1300 1ST AVE SEATTLE WA 981012003 910640788 509(A)(1) 5000 N/A N/A TO PROVIDE GENERAL SUPPORT. SEATTLE PARKS FOUNDATION 105 S MAIN ST STE 235 SEATTLE WA 98104 911998597 509(A)(1) 7500 N/A N/A TO PROVIDE GENERAL SUPPORT. SEATTLE SHAKESPEARE COMPANY PO BOX 19595 SEATTLE WA 981091595 911512717 509(A)(2) 15000 N/A N/A TO PROVIDE GENERAL SUPPORT. SIGHTLINE INSTITUTE 1402 3RD AVE STE 500 SEATTLE WA 981012130 521833599 509(A)(1) 10000 N/A N/A TO PROVIDE GENERAL SUPPORT. SOCIAL VENTURE PARTNERS 1601 2ND AVE STE 615 SEATTLE WA 981011539 911894424 509(A)(1) 6000 N/A N/A TO PROVIDE GENERAL SUPPORT. THE WILDERNESS SOCIETY - PACIFIC NORTHWEST REGIONAL OFFICE 720 3RD AVE STE 1800 SEATTLE WA 981041845 530167933 509(A)(1) 25000 N/A N/A TO SUPPORT THE NORTH CASCADES INITIATIVE. UNIVERSITY OF WASHINGTON BOX 359515 SEATTLE WA 981951210 943079432 GOVERNMENT 41668 N/A N/A TO SUPPORT THE WALKER ENDOWED PROFESSORSHIP OF NATURAL HISTORY. WOODLAND PARK ZOO 601 N 59TH ST SEATTLE WA 981035858 916070005 509(A)(1) 25000 N/A N/A TO SUPPORT THE CONSERVATION FELLOWS PROGRAM. WOODLAND PARK ZOO 601 N 59TH ST SEATTLE WA 981035858 916070005 509(A)(1) 1000 N/A N/A TO PROVIDE GENERAL SUPPORT. YMCA OF GREATER SEATTLE 909 4TH AVE 2ND FL SEATTLE WA 981041108 910482710 509(A)(2) 25000 N/A N/A TO SUPPORT THE BOLD PROGRAM. 17 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. 0 0 0 0 0 0 0 0 0 NORMAN B RICE 0 211881 0 0 0 19200 0 9600 0 8081 0 248762 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE 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. FORM 990, PART I, LINE 6: VOLUNTEERS THERE ARE FOUR VOLUNTEER BOARD MEMBERS. BOARD MEMBERS ASSIST WITH THE OPERATIONS OF THE ORGANIZATION AND GRANT OVERSIGHT. FORM 990, PART VI, SECTION A, LINE 2 MARGARET V.K. WALKER AND DOUGLAS W. WALKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THERE 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 7A THE 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 7B THE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF THE SEATTLE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C CONFLICT 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 19 THE 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. HOURS DEVOTED TO RELATED ORGANIZATION: FORM 990, PART VII, SECTION A: NORMAN B. RICE 48 HOURS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -643,363. THE SEATTLE FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 916013536 SERVES CHARITABLE ORGANIZATIONS IN THE GREATER SEATTLE AREA WA 501(C)(3) 7 N/A 0 THE BROTMAN FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 911996498 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE II THE SEATTLE FOUNDATION 0 THE DABNEY POINT FUND 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 943209929 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE II THE SEATTLE FOUNDATION 0 THE LUINO AND MARGARET DELL'OSSO FAMILY FUND 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 911873773 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 DILLON FAMILY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 912079177 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 GLENHOME TRUST 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 916053623 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 THE GEORGE P HARDGROVE FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 916061389 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 THE KAUFFMAN FAMILY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 911575122 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 LAIRD NORTON FAMILY SUPPORTING ORGANIZATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 202703305 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 MCKIBBENMERNER FAMILY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 134290879 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 REGIS FAMILY COMMUNITY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 611480303 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 ROBERTS-BECKER FAMILY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 912173912 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 THE RUDOLF FAMILY FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 911730983 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 SEATTLE INTERNATIONAL FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 208350995 GRANTMAKING TO ORGS TO ENHANCE INTERNATIONAL PHILANTHROPY IN PNW WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 TSF PROPERTIES 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 912016094 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 TSF SERVICES 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 912008707 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 THE WHITEHORSE FOUNDATION 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 943101726 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 YOUTH OUTDOOR LEGACY FUND 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 010833226 GRANTMAKING TO NONPROFITS IN THE GREATER PUGET SOUND COMMUNITY WA 501(C)(3) 11A-TYPE I THE SEATTLE FOUNDATION 0 SRF CHARITABLE TRUST 800 FIFTH AVE SEATTLE WA 981043176 916059260 MANAGE INVESTMENTS WA N/A T REF TRUST FBO THE SEATTLE FOUNDATION 1301 FIFTH AVE FLR 24 SEATTLE WA 98101 916027079 MANAGE INVESTMENTS WA N/A T MEF TRUST FBO THE SEATTLE FOUNDATION 1301 FIFTH AVE FLR 24 SEATTLE WA 98101 916027080 MANAGE INVESTMENTS WA N/A T DMH CHARITABLE TRUST FBO SEATTLE FOUNDATION 999 THIRD AVE STE 4000 SEATTLE WA 98104 916023538 MANAGE INVESTMENTS WA N/A T HP CHARITABLE TRUST FBO THE SEATTLE FOUNDATION 999 THIRD AVE STE 4000 SEATTLE WA 98104 916023566 MANAGE INVESTMENTS WA N/A T RDS TRUST FBO SEATTLE FOUNDATION 800 FIFTH AVE SEATTLE WA 981043176 916300139 MANAGE INVESTMENTS WA N/A T AWW TRUST FBO SEATTLE FOUNDATION 800 FIFTH AVE SEATTLE WA 981043176 911034032 MANAGE INVESTMENTS WA N/A T CHARITABLE REMAINDER TRUST (18) 1200 FIFTH AVENUE SUITE 1300 SEATTLE WA 98101 MANAGE INVESTMENTS WA N/A T 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0