Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE RUSSELL FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2567   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GIG HARBOR, WA98335
A Employer identification number

91-1663336
B Telephone number (see instructions)

(253) 858-5050
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$143,141,208
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 2,629,262 3,401,991  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,459,670
b Gross sales price for all assets on line 6a 58,992,620
7 Capital gain net income (from Part IV, line 2)... 9,124,326
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 2,436,357 104,040  
12 Total. Add lines 1 through 11........ 12,525,289 12,630,357  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 262,303 0   262,303
14 Other employee salaries and wages...... 726,524 0   727,287
15 Pension plans, employee benefits....... 232,752 0   232,752
16a Legal fees (attach schedule)......... 66,426 0   59,680
b Accounting fees (attach schedule)....... 300,140 4,967   291,169
c Other professional fees (attach schedule).... 1,208,157 780,312   418,455
17 Interest............... 47,634 0   47,634
18 Taxes (attach schedule) (see instructions)... 280,785 84,905   1,359
19 Depreciation (attach schedule) and depletion... 23,252 0  
20 Occupancy.............. 25,393 0   24,574
21 Travel, conferences, and meetings....... 204,308 0   204,074
22 Printing and publications.......... 4,979 0   4,645
23 Other expenses (attach schedule)....... 496,036 308,352   34,445
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,878,689 1,178,536   2,308,377
25 Contributions, gifts, grants paid........ 9,582,025 7,823,095
26 Total expenses and disbursements. Add lines 24 and 25 13,460,714 1,178,536   10,131,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -935,425
b Net investment income (if negative, enter -0-) 11,451,821
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 35,018 469,782 469,782
2 Savings and temporary cash investments.......... 7,888,465 9,116,546 9,116,546
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   704    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 625 625 625
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 62,032,984 Click to see attachment58,081,578 58,081,578
c Investments—corporate bonds (attach schedule)........ 26,701,686 Click to see attachment23,778,497 23,778,497
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 51,361,455 Click to see attachment51,538,929 51,538,929
14 Land, buildings, and equipment: basis bullet323,243
Less: accumulated depreciation (attach schedule) bullet305,471 30,337 Click to see attachment17,772 17,772
15 Other assets (describe bullet) Click to see attachment14,857 Click to see attachment137,479 Click to see attachment137,479
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 148,066,131 143,141,208 143,141,208
Liabilities 17 Accounts payable and accrued expenses.......... 225,013 212,781
18 Grants payable.................. 511,305 2,270,235
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 736,318 2,483,016
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 147,329,813 140,658,192
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 147,329,813 140,658,192
31 Total liabilities and net assets/fund balances (see instructions).. 148,066,131 143,141,208
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 147,329,813
2 Enter amount from Part I, line 27a..................... 2 -935,425
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 146,394,388
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,736,196
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 140,658,192
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b EQUITY PARTNERSHIP INVESTMENTS P    
c DISPOSAL OF EQUIPMENT P    
d SALE OF K-1 INTEREST IN JC MUELLER SEATTLE FUND I LLC P 2007-01-01 2014-05-31
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 57,296,281   49,824,672 7,471,609
b 1,664,770     1,664,770
c 433   12,372 -11,939
d 31,136   31,250 -114
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       7,471,609
b       1,664,770
c       -11,939
d       -114
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 9,124,326
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 6,224,262 140,371,913 0.044341
2012 7,130,682 130,786,189 0.054522
2011 7,359,356 128,523,572 0.057261
2010 9,864,799 126,526,379 0.077966
2009 7,621,808 118,305,473 0.064425
2 Total of line 1, column (d) ...................... 2 0.298515
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.059703
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 140,905,858
5 Multiply line 4 by line 3....................... 5 8,412,502
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 114,518
7 Add lines 5 and 6......................... 7 8,527,020
8 Enter qualifying distributions from Part XII, line 4.............. 8 10,154,531
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 114,518
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 114,518
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 114,518
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 242,591
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 267,591
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 153,073
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet28,630 RefundedBullet 11 124,443
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA, AZ, CA, CO, CT, FL, GA, ID, IL, KS, MN, MS, NM, NY, ND, OK, OR, VA, DC, WV, WI, MO, ME, MD, MA, MI, MT, NE, SC, UT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TRFF.ORG
    14
    The books are in care ofbulletKATHLEEN SIMPSON Telephone no.bullet (253) 858-5050
    Located atbulletPO BOX 2567GIG HARBORWA ZIP+4bullet98335
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    RICHARD WOO CEO
    40.00
    262,303 32,462 0
    PO BOX 2567
    GIG HARBOR,WA98335
    DION RURIK CHAIR
    3.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    ERIC RUSSELL VICE PRESIDENT
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    TIM CAVANAUGH TREASURER
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    YVONNE SANCHEZ SECRETARY
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    SARAH CAVANAUGH DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    HUBERT LOCKE DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    CHRIS RURIK DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    JILEEN RUSSELL DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    RICHARD RUSSELL DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    ZAC RUSSELL DIRECTOR
    1.00
    0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    HENRY IZUMIZAKI DIRECTOR OF PROGRAMS
    40.00
    184,016 20,858 0
    PO BOX 2567
    GIG HARBOR,WA98335
    STEPHANIE ANDERSON DIRECTOR OF FINANCE
    40.00
    105,813 20,964 0
    PO BOX 2567
    GIG HARBOR,WA98335
    FABIOLA GREENAWALT EXECUTIVE ASSISTANT
    40.00
    85,957 25,232 0
    PO BOX 2567
    GIG HARBOR,WA98335
    SUSAN DOBKINS PROGRAM OFFICER
    40.00
    88,774 20,455 0
    PO BOX 2567
    GIG HARBOR,WA98335
    HOLLY POWERS SR. PROGRAM OFFICER
    40.00
    94,028 12,751 0
    PO BOX 2567
    GIG HARBOR,WA98335
    Total number of other employees paid over $50,000...................bullet 2
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THRESHOLD GROUP ACCOUNTING / INVESTMENT ADVICE 614,739
    PO BOX 2358
    GIG HARBOR,WA98335
    WESTWOOD GLOBAL INVESTMENTS LLC INVESTMENT ADVICE 154,180
    99 SUMMER STREET SUITE 1130
    BOSTON,MA02110
    PARAMETRIC INVESTMENT ADVICE 116,187
    1151 FAIRVIEW AVENUE N
    SEATTLE,WA98109
    CLARK NUBER ACCOUNTING / TAX 116,136
    10900 NE 4TH STREET SUITE 1700
    BELLEVUE,WA98004
    CEDAR ROCK CAPITAL LLC INVESTMENT ADVICE 97,434
    11 BROADWAY SUITE 965
    NEW YORK,NY10004
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 JANE'S FELLOWSHIP PROGRAM THE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM. THE PURPOSE OF THE PROGRAM IS TO SUPPORT GRASSROOTS LEADERS IN TACOMA AND PIERCE COUNTY, WASHINGTON, WHO ARE ACTIVE COMMUNITY STEWARDS, DEDICATED TO IMPROVING THE QUALITY OF LIFE IN THE COMMUNITY.EVERY OTHER YEAR, THE FOUNDATION SELECTS INDIVIDUALS TO FORM EACH CLASS OF FELLOWS. THE JANE'S FELLOWSHIP CLASSES ARE TWO YEARS AND EACH FELLOW RECEIVES: A FINANCIAL STIPEND TOTALING $6,000; AN OPPORTUNITY TO APPLY FOR COMMUNITY PROJECT GRANTS; AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2014, JANE'S FELLOWSHIP HAD 13 FELLOWS: TOTAL OPERATING EXPENSES = $ 299,058 TOTAL GRANT EXPENSES = $ 78,000THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005. 377,058
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    86,159,689
    b
    Average of monthly cash balances.......................
    1b
    7,625,766
    c
    Fair market value of all other assets (see instructions)................
    1c
    49,266,177
    d
    Total (add lines 1a, b, and c).........................
    1d
    143,051,632
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    143,051,632
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,145,774
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    140,905,858
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,045,293
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,045,293
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    114,518
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    114,518
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,930,775
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    433
    5
    Add lines 3 and 4............................
    5
    6,931,208
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,931,208
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    10,131,472
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    23,059
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    10,154,531
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    114,518
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    10,040,013
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 6,931,208
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 1,757,583
    b From 2010....... 3,459,588
    c From 2011....... 1,085,463
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 6,302,634
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 10,154,531
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 6,931,208
    e Remaining amount distributed out of corpus 3,223,323
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,525,957
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    1,757,583
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    7,768,374
    10 Analysis of line 9:
    a Excess from 2010.... 3,459,588
    b Excess from 2011.... 1,085,463
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 3,223,323
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LINSEY SAUER
    PO BOX 2567
    GIG HARBOR,WA98335
    (253) 851-0460
    bThe form in which applications should be submitted and information and materials they should include:
    LETTERS OF INQUIRY ARE RECEIVED THROUGH AN ONLINE GRANTMAKING PROGRAM (FOUNDANT TECHNOLOGIES) THAT IS ACCESSED VIA OUR WEBSITE AND MAY BE INVITED TO SUBMIT FULL PROPOSALS. THE INFORMATION AND MATERIALS REQUESTED VARY FOR EACH PROGRAM BUT TYPICALLY INCLUDE PROJECT DETAILS, BUDGET, KEY STAFF LIST AND BOARD OF DIRECTOR LISTS.
    cAny submission deadlines:
    SEE WEBSITE FOR GRANT CYCLE DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    EMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL, JR. FUND AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NON-PROFIT 501(C)(3). THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (POLLUTED RUNOFF/GREEN INFRASTRUCTURE, ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING THE PUGET SOUND.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    2SEEDS NETWORK
    920 U STREET NW
    WASHINGTON,DC20001
    NONE PC: 509(A)(1) GENERAL OPERATIONS 3,000
    A CARING HAND THE BILLY ESPOSITO FOUNDATION
    C/O 303 FIFTH AVE SUITE 806
    NEW YORK,NY10016
    NONE PC: 509(A)(1) GENERAL OPERATION SUPPORT 2,000
    ADVOCATES FOR IMMIGRANTS IN DETENTION NW
    621 TACOMA AVE SOUTH SUITE 501
    TACOMA,WA98402
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 1,200
    AIDS HOUSING ASSOCIATION OF TACOMA
    301 N L STREET
    TACOMA,WA98403
    NONE PC: 509(A)(1) GENERAL OPERATION SUPPORT 5,000
    AMERICAN LEADERSHIP FORUM
    738 BROADWAY SUITE 301
    TACOMA,WA98402
    NONE PC: 509(A)(2) VOLUNTEER MATCHING GIFT 2014 1,000
    AMERICAN LEADERSHIP FORUM
    738 BROADWAY SUITE 301
    TACOMA,WA98402
    NONE PC: 509(A)(2) AMERICAN LEADERSHIP FORUM OF TACOMA/PIERCE COUNTY CHAPTER 5,000
    AMERICAN RED CROSS MOUNT RAINIER CHAPTER
    1235 SOUTH TACOMA WAY
    TACOMA,WA98409
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT FOR PIERCE COUNTY 54,000
    AMERICAN RED CROSS MOUNT RAINIER CHAPTER
    1235 SOUTH TACOMA WAY
    TACOMA,WA98409
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT FOR PIERCE COUNTY EMERGENCY SERVICES 5,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005
    NONE PC: 509(A)(1) REFORMING THE CORPS TO RESTORE PUGET SOUND RIVERS 40,000
    ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY
    901 S 13TH STREET
    TACOMA,WA98405
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 300
    ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY
    901 S 13TH STREET
    TACOMA,WA98405
    NONE PC: 509(A)(1) HOMELESS YOUTH PROGRAMS 5,000
    ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY
    901 S 13TH STREET
    TACOMA,WA98405
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT DECEMBER 2014 1,000
    ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY
    901 S 13TH STREET
    TACOMA,WA98405
    NONE PC: 509(A)(1) ASSOCIATED MINISTRIES' GENERAL OPERATIONS 5,000
    ASSOCIATION FOR CULTURAL EQUITY
    425 EAST 25TH STREET ROOM 1000
    NEW YORK,NY10010
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    AUDUBON WASHINGTON
    5902 LAKE WASHINGTON BLVD S
    SEATTLE,WA98118
    NONE PC: 509(A)(1) TEAM AQUA FORCE: TEEN LEADERSHIP FOR A HEALTHY PUGET SOUND 25,000
    BIKE WORKS SEATTLE
    3715 S HUDSON ST 111
    SEATTLE,WA98118
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 100
    BLUFF LAKE NATURE CENTER
    4755 PARIS ST 190
    DENVER,CO80239
    NONE PC: 509(A)(1) BLUFF LAKE NATURE CENTER CAPITAL CAMPAIGN 7,500
    BONNEVILLE ENVIRONMENTAL FOUNDATION
    240 SW 1ST AVENUE
    PORTLAND,OR97204
    NONE PC: 509(A)(1) IMPLEMENTATION OF THE PUYALLUP WATERSHED INITIATIVE 251,230
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 S 66TH ST SUITE 101
    TACOMA,WA984092471
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 32,000
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 S 66TH ST SUITE 101
    TACOMA,WA984092471
    NONE PC: 509(A)(1) BGCSPS GENERAL OPERATIONS 5,000
    BROADWAY CENTER FOR THE PERFORMING ARTS
    901 BROADWAY STE 700
    TACOMA,WA98402
    NONE PC: 509(A)(1) BROADWAY CENTER GENERAL OPERATING SUPPORT 5,000
    BROADWAY CENTER FOR THE PERFORMING ARTS
    901 BROADWAY STE 700
    TACOMA,WA98402
    NONE PC: 509(A)(1) TACOMA PHILHARMONIC GENERAL OPERATING SUPPORT 5,000
    BUILDING YOUTH THROUGH MUSIC
    1650 E WRIGHT
    TACOMA,WA98404
    NONE PC: 509(A)(1) RODNEY GOES GREEN LAUNCH 25,000
    CASA CORNELIA LAW CENTER
    2760 FIFTH AVE STE 200
    SAN DIEGO,CA92103
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144
    NONE PC: 509(A)(1) GENERAL OPERATING 5,000
    CENTER FOR DIVERSITY & THE ENVIRONMENT
    PO BOX 10598
    PORTLAND,OR97229
    NONE PC: 509(A)(1) EPOC SEATTLE GENERAL OPERATING SUPPORT 15,000
    CENTRAL KITSAP FOOD BANK
    3537 NW ANDERSON HILL RD
    SILVERDALE,WA98383
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 200
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC STE 202
    TACOMA,WA98402
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC STE 202
    TACOMA,WA98402
    NONE PC: 509(A)(1) GENERAL OPERATIONS 5,000
    CHINESE RECONCILIATION PROJECT FOUNDATION
    PO BOX 7024
    TACOMA,WA984060024
    NONE PC: 509(A)(2) EMPLOYEE MATCHING GIFT 2014 1,000
    CHINESE RECONCILIATION PROJECT FOUNDATION
    PO BOX 7024
    TACOMA,WA984060024
    NONE PC: 509(A)(2) EMPLOYEE MATCHING GIFT DECEMBER 2014 100
    CITIZENS FOR A HEALTHY BAY
    535 DOCK STR STE 213
    TACOMA,WA98402
    NONE PC: 509(A)(1) WATER POLLUTION PREVENTION, ENFORCEMENT & EDUCATION PROJECT 40,000
    CITIZENS FOR A HEALTHY BAY
    535 DOCK STR STE 213
    TACOMA,WA98402
    NONE PC: 509(A)(1) PUYALLUP RIVER WATERSHED STUDENT STEWARDSHIP PROJECT 10,000
    CLEAN BOATING FOUNDATION
    1900 N NORTHLAKE WAY SUITE 233
    SEATTLE,WA98103
    NONE PC: 509(A)(1) CERTIFIED BOATYARD PROGRAM 15,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE SUITE 1250
    TACOMA,WA98402
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE SUITE 1250
    TACOMA,WA98402
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 100
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) OPERATIONAL SUPPORT 5,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) PROVIDING LAPTOPS TO STUDENTS 10,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) SPORTS SCHOLARSHIP AND ASB CARD FUND 20,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) SITE COORDINATOR GIFT CARDS 5,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) SUPPLY/SNACK GIFT CARDS 7,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394
    NONE PC: 509(A)(1) OPERATIONAL SUPPORT 20,000
    COMMUNITY BOAT PROJECT AT THE NW SCHOOL OF WOODEN BOATBUILDING
    42 N WATER ST
    PORT HADLOCK,WA98339
    NONE PC: 509(A)(1) EARTHSEA STEWARDS 10,000
    CONFLUENCE PHILANTHROPY
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 5,000
    COVENANT YOUTH OF ALASKA
    PO BOX 203356
    ANCHORAGE,AK99654
    NONE PC: 509(A)(1) CHRIS LOCKWOOD SCHOLARSHIP FUND 5,000
    CRAG LAW CENTER
    917 SW OAK STREET
    PORTLAND,OR97205
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 1,000
    DOWNTOWN EMERGENCY SERVICE CENTER
    515 3RD AVE
    SEATTLE,WA98104
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    EARTHCORPS
    6310 NE 74TH STREET SUITE 201E
    SEATTLE,WA98115
    NONE PC: 509(A)(1) SHARING STORMWATER INNOVATION 30,000
    EARTHCORPS
    6310 NE 74TH STREET SUITE 201E
    SEATTLE,WA98115
    NONE PC: 509(A)(1) STORMING THE SOUND WITH SALMON - PROGRAM EXPANSION 15,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111
    NONE PC: 509(A)(2) LEGAL ADVOCACY TO PROTECT AND RESTORE WATER QUALITY IN PUGET SOUND 75,000
    EASTER SEALS WASHINGTON
    220 WEST MERCER ST SUITE 120W
    SEATTLE,WA98119
    NONE PC: 509(A)(1) NATURE LEARNING CTR PROJECT AT EASTER SEALS WASHINGTON'S CAMP STAND BY ME 5,000
    EASTWEST INSTITUTE
    11 EAST 26TH STREET
    NEW YORK,NY10010
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT IN HONOR OF JOHN MROZ 5,000
    ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE
    8201 10TH AVENUE SOUTH SUITE 3
    SEATTLE,WA98108
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 40,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DRIVE SUITE 960
    NEW YORK,NY10115
    NONE PC: 509(A)(1) BLUE SKY FUNDERS FORUM 2014/2015 DUES 5,000
    ENVIRONMENTAL SCIENCE CENTER
    126 SW 148TH C100-170
    BURIEN,WA98166
    NONE PC: 509(A)(1) PROTECTING OUR WATERSHED THROUGH EDUCATION AND SERVICE LEARNING 40,000
    EPIP TIDES CENTER
    10 EAST 34TH STREET FLOOR 10
    NEW YORK,NY10016
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 3,000
    FDN FOR TACOMA STUDENTS (PROJECT OF GREATER TACOMA COMMUNITY FDN)
    901 BROADWAY AVENUE SUITE 400
    TACOMA,WA98402
    NONE PC: 509(A)(1) THE FOUNDATION FOR TACOMA STUDENTS, RE-GRANTING FUND 5,000
    FISH FOOD BANKS OF PIERCE COUNTY
    621 TACOMA AVE SOUTH SUITE 202
    TACOMA,WA98402
    NONE PC: 509(A)(1) KEY PENINSULA MOBILE FISH FOOD BANK 25,000
    FISH FOOD BANKS OF PIERCE COUNTY
    621 TACOMA AVE SOUTH SUITE 202
    TACOMA,WA98402
    NONE PC: 509(A)(1) KEY PENINSULA FOOD BANK (MOBILE) 25,000
    FORGOTTEN CHILDREN'S FUND
    PO BOX 9936
    SEATTLE,WA98109
    NONE PC: 509(A)(1) CAPTAIN'S AUCTION 10,000
    FORGOTTEN CHILDREN'S FUND
    PO BOX 9936
    SEATTLE,WA98109
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    FOSS WATERWAY SEAPORT
    705 DOCK STREET
    TACOMA,WA98402
    NONE PC: 509(A)(1) SCIENCE ON THE SEA 40,000
    FRANCISCAN FOUNDATION
    1149 MARKET STREET MS 10-02
    TACOMA,WA984023515
    NONE PC: 509(A)(2) FRANCISCAN FOUNDATION - BREAST CANCER NAVIGATOR PROGRAM 5,000
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 9,020
    GIG HARBOR PENINSULA FISH
    4425 BURNHAM DRIVE
    GIG HARBOR,WA98335
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 50,000
    GRANTS MANAGERS NETWORK
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 2,000
    GRASSROOTS GRANTMAKERS
    PO BOX 9069
    DENVER,CO80209
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 1,500
    GREAT PENINSULA CONSERVANCY
    423 PACIFIC AVENUE SUITE 401
    BREMERTON,WA98337
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405
    NONE PC: 509(A)(1) TACOMA NATURE CENTER ENVIRONMENTAL EDUCATION PROGRAMMING 25,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402
    NONE PC: 509(A)(1) PUYALLUP WATERSHED INITIATIVE AT GTCF 1,000,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402
    NONE PC: 509(A)(1) PUYALLUP WATERSHED INITIATIVE AT GTCF - ADDITIONAL 2014 FUNDS 89,336
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402
    NONE PC: 509(A)(1) FUND FOR WOMEN & GIRLS 5,000
    GREEN FUTURES RESEARCH AND DESIGN LAB
    348 GOULD HALL BOX 355734
    SEATTLE,WA981955734
    NONE PC: 509(A)(1) CENTRAL PUGET SOUND REGIONAL OPEN SPACE STRATEGY (ROSS) 100,000
    GREENHOUSE SCHOLARS
    1881 9TH STREET SUITE 200
    BOULDER,CO80302
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 7,500
    HELPING HAND HOUSE
    PO BOX 710
    PUYALLUP,WA98371
    NONE PC: 509(A)(1) SUPPORT HOMELESS YOUTH 20,000
    ISLANDWOOD
    4450 BLAKELY AVE NE
    BAINBRIDGE ISLAND,WA98110
    NONE PC: 509(A)(1) HOMEWATERS 25,000
    JANE'S FELLOWSHIP - 13 RECIPIENTS O
    PO BOX 2567
    GIG HARBOR,WA98335
    NONE I: INDIVIDUAL CLASS 5 JANE'S FELLOWSHIP - 13 RECIPIENTS OF $6,000 78,000
    JDRF NORTHWEST CHAPTERSOUTH SOUND COUNCIL
    1215 FOURTH AVE SUITE 1100
    SEATTLE,WA98161
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    JDRF NORTHWEST CHAPTERSOUTH SOUND COUNCIL
    1215 FOURTH AVE SUITE 1100
    SEATTLE,WA98161
    NONE PC: 509(A)(1) OUTREACH PROGRAM--DAY OF HOPE AND HEALTH 20,000
    KID PAN ALLEY
    PO BOX 38 274 HUNTERS RD
    WASHINGTON,VA22747
    NONE PC: 509(A)(1) SONGWRITING RESIDENCY AT KOHALA ES 5,000
    KIVA MICROFUNDS
    875 HOWARD ST SUITE 340
    SAN FRANCISCO,CA94103
    NONE PC: 509(A)(1) 2014 EMPLOYEE MATCHING GIFT 4
    KPLU-FM (PACIFIC LUTHERAN UNIVERSITY)
    12182 PARK AVE S
    TACOMA,WA98447
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 1,200
    KUMU FISCALLY SPONSORED BY BUCKMINSTER FULLER INSTITUTE
    2150 ALLSTON WAY 280
    BERKELEY,CA94704
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT FOR KUMU 5,000
    LATINO COMMUNITY FUND OF WASHINGTON
    PO BOX 30669
    SEATTLE,WA98103
    NONE PC: 509(A)(1) WASHINGTON LATINO NONPROFIT LEADERSHIP ACADEMY ENVIRONMENTAL SUSTAINABILITY 25,000
    LINDQUIST DENTAL CLINIC FOR CHILDREN
    130-131ST STREET S
    TACOMA,WA98444
    NONE PC: 509(A)(1) LINDQUIST DENTAL CLINIC FOR CHILDREN'S GIG HARBOR CLINIC 40,000
    MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL
    PO BOX 543
    KAMUELA,HI96743
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    409 J STREET PO BOX 5296
    TACOMA,WA984150296
    NONE PC: 509(A)(1) FESTIVAL OF TREES 2014 5,000
    MEISTERSINGER BOOSTERS
    1009 35TH STREET CT NW
    GIG HARBOR,WA98335
    NONE PC: 509(A)(2) GIG HARBOR HIGH SCHOOL MEISTERSINGERS 10,000
    MISSION INVESTORS EXCHANGE (PHILANTHROPY NORTHWEST FISCAL)
    2101 FOURTH AVE SUITE 650
    SEATTLE,WA98121
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 2,000
    MOUNTAINS TO SOUND GREENWAY TRUST
    911 WESTERN AVENUE SUITE 203
    SEATTLE,WA98103
    NONE PC: 509(A)(1) MOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM 25,000
    MUSEUM OF GLASS
    1801 DOCK ST
    TACOMA,WA984023217
    NONE PC: 509(A)(1) HOT SHOP HEROES: HEALING WITH FIRE 75,000
    MUSEUM OF GLASS
    1801 DOCK ST
    TACOMA,WA984023217
    NONE PC: 509(A)(1) ENDOWMENT SUPPORT 3,000,000
    MUSEUM OF HISTORY & INDUSTRY (MOHAI)
    860 TERRY AVE N
    SEATTLE,WA98109
    NONE PC: 509(A)(1) SIGNIFICANCE OF SALMON EDUCATION PROGRAM 5,000
    NA KALAI WAA
    65-1206 MAMALAHOA HWY
    KAMUELA,HI96743
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE NW SUITE 220
    WASHINGTON,DC20036
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE NW SUITE 220
    WASHINGTON,DC20036
    NONE PC: 509(A)(1) WOMEN IN FAMILY PHILANTHROPY 5,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE NW SUITE 220
    WASHINGTON,DC20036
    NONE PC: 509(A)(1) 2014 AFFILIATION CONTRIBUTION 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    192 NICKERSON STREET STE 100
    SEATTLE,WA98109
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 50
    NEIGHBORHOOD FUNDERS GROUP
    436 14TH STREET SUITE 425
    OAKLAND,CA94612
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 1,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT FOR TOILET HACKERS 10,000
    NOMI NETWORK
    501 FIFTH AVENUE 3RD FLOOR
    NEW YORK,NY10017
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 2,500
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    P O BOX 519 55-3393 AKONI PULE HWY
    HAWI,HI96719
    NONE PC: 509(A)(1) HAWAII CONSERVATORY FOR MUSIC AND ART 5,000
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    P O BOX 519 55-3393 AKONI PULE HWY
    HAWI,HI96719
    NONE PC: 509(A)(1) KOHALA ROBOTICS - CHINA TOURNAMENT 5,000
    NORTHWEST IMMIGRANT RIGHTS PROJECT
    615 2ND AVENUE SUITE 400
    SEATTLE,WA98104
    NONE PC: 509(A)(1) ASSISTANCE TO DETAINED IMMIGRANTS AND REFUGEES 5,000
    NORTHWEST SINFONIETTA
    1019 PACIFIC AVENUE
    TACOMA,WA984011154
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    NORTHWEST SINFONIETTA
    1019 PACIFIC AVENUE
    TACOMA,WA984011154
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421
    NONE PC: 509(A)(1) SUPPORT FOR DIRECTOR OF DEVELOPMENT 10,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421
    NONE PC: 509(A)(1) NWFB GENERAL OPERATING SUPPORT 20,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 20,000
    ONE TO WORLD INC
    285 WEST BROADWAY SUITE 450
    NEW YORK,NY10013
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    PACIFIC EDUCATION INSTITUTE
    MARKET PLACE OFFICE BLD 724
    COLUMBIA ST NW SUITE 255
    OLYMPIA,WA98501
    NONE PC: 509(A)(1) PEI PUGET SOUND K-12 FIELDSTEM PROGRAM AND RESEARCH/EVALUATION PROJECT 75,000
    PACIFIC SCIENCE CENTER FOUNDATION
    200 SECOND AVENUE N
    SEATTLE,WA98109
    NONE PC: 509(A)(1) WETLAB ACADEMY PROJECT AT MERCER SLOUGH ENVIRONMENTAL EDUCATION CENTER 25,000
    PACIFIC SHELLFISH INSTITUTE
    120 STATE AVE NE 1056
    OLYMPIA,WA98501
    NONE PC: 509(A)(1) PUGET SOUND BEACH SWEEPERS: POLLUTION REDUCTION THROUGH ENVIRONMENTAL EDUCATION AND ACTION 25,000
    PENINSULA COMMUNITIES OF FAITH
    PO BOX 352
    WAUNA,WA99395
    NONE PC: 509(A)(1) FOOD BACKPACKS 4 KIDS 25,000
    PENINSULA YOUTH ORCHESTRA ASSOCIATION
    PO BOX 2481 5601 GUSTAFSON
    GIG HARBOR,WA98335
    NONE PC: 509(A)(1) PENINSULA YOUTH ORCHESTRA - GENERAL OPERATING SUPPORT 5,000
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 6,635
    PIERCE CONSERVATION DISTRICT
    PO BOX 1057 5430 E 66TH ST
    PUYALLUP,WA98371
    NONE GOV: GOVT ENTITY REGULATORY RESEARCH FOR PIERCE COUNTY AGRICULTURAL ROUNDTABLE 7,470
    PIERCE COUNTY CENTER FOR DISPUTE RESOLUTION
    738 BROADWAY SUITE 400
    TACOMA,WA98402
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 200
    PIERCE COUNTY LIBRARY FOUNDATION
    3005 112TH ST E
    TACOMA,WA98446
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 500
    POINT DEFIANCE ZOOLOGICAL SOCIETY
    5400 NORTH PEARL STREET
    TACOMA,WA98407
    NONE PC: 509(A)(1) CITIZEN SCIENCE 20,000
    POINT DEFIANCE ZOOLOGICAL SOCIETY
    5400 NORTH PEARL STREET
    TACOMA,WA98407
    NONE PC: 509(A)(1) THE POINT DEFIANCE ZOOLOGICAL SOCIETY 5,000
    PORT GAMBLE S'KLALLAM FOUNDATION
    31912 LITTLE BOSTON ROAD NE
    KINGSTON,WA98346
    NONE PC: 509(A)(1) SUMMER ENVIRONMENTAL EDUCATION PROGRAM 20,000
    PUGET SOUNDKEEPER ALLIANCE
    5305 SHILSHOLE AVE NW SUITE 150
    SEATTLE,WA98107
    NONE PC: 509(A)(1) PUGET SOUND LEADERSHIP, STORMWATER REGULATION & CLEAN WATER ACT ENFORCEMENT PROJECT 100,000
    R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
    PO BOX 7119
    TACOMA,WA98417
    NONE PC: 509(A)(1) GENERAL OPERATIONS 5,000
    RAINBOW CENTER
    2215 PACIFIC AVE
    TACOMA,WA98407
    NONE PC: 509(A)(1) VOLUNTEER MATCHING GIFT 2014 1,000
    RE SOURCES FOR SUSTAINABLE COMMUNITIES
    2309 MERIDIAN ST
    BELLINGHAM,WA98225
    NONE PC: 509(A)(1) NORTH SOUND BAYKEEPER 40,000
    REACH MINISTRIES
    309 SOUTH G STREET SUITE 3
    TACOMA,WA98405
    NONE PC: 509(A)(1) REACH MINISTRIES - GENERAL OPERATING 5,000
    RESOURCES LEGACY FUND
    555 CAPITOL MALL SUITE 1095
    SACRAMENTO,CA95814
    NONE PC: 509(A)(1) WASHINGTON WATER PROJECT 100,000
    RIVER NETWORK
    434 NW SIXTH AVE SUITE 304
    PORTLAND,OR97209
    NONE PC: 509(A)(1) DEPAVING THE PUYALLUP WATERSHED 45,000
    SAFE STREETS
    622 TACOMA AVE S SUITE 1
    TACOMA,WA98402
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 200
    SALISH SEA EXPEDITIONS
    1257 PATMOS LANE
    BAINBRIDGE ISLAND,WA98110
    NONE PC: 509(A)(2) SCIENTIFIC LITERACY & ENVIRONMENTAL STEWARDSHIP THROUGH SALISH'S SOUND & SOURCE PROGRAM 30,000
    SEATTLE AQUARIUM
    1483 ALASKAN WAY PIER 59
    SEATTLE,WA98101
    NONE PC: 509(A)(1) CITIZEN SCIENCE: HIGH SCHOOL STUDENTS MONITORING MARINE NEARSHORE ENVIRONMENTS 15,000
    SEATTLE PREPARATORY SCHOOL
    2400 11TH AVENUE E
    SEATTLE,WA98006
    NONE PC: 170(B)(1)(A)(I) BUILDING OUR FUTURE: THE CAMPAIGN FOR SEATTLE PREP 10,000
    SEATTLE SYMPHONY ORCHESTRA
    200 UNIVERSITY STREET
    SEATTLE,WA98111
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    SEATTLE TILTH ASSOCIATION
    4649 SUNNYSIDE AVE NORTH ROOM 120
    SEATTLE,WA98103
    NONE PC: 509(A)(1) SCHOOL GARDEN COALITION INITIATIVE 25,000
    SECOND CYCLE
    1205 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 100
    SHIRTS ACROSS AMERICA
    732 18TH AVE EAST
    SEATTLE,WA98112
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 5,000
    SIGHTLINE INSTITUTE
    1402 THIRD AVE SUITE 500
    SEATTLE,WA98101
    NONE PC: 509(A)(1) SOUND STORMWATER SOLUTIONS 60,000
    SLOW MONEY
    PO BOX 333 445 YORK ST SUITE 333
    YORK HARBOR,ME03911
    NONE PC: 509(A)(1) BEETCOIN 5,000
    SOCIAL JUSTICE FUND
    1904 3RD AVE STE 806
    SEATTLE,WA98101
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 1,000
    SOCIAL VENTURE PARTNERS INTERNATIONAL
    220 SECOND AVENUE SOUTH SUITE 300
    SEATTLE,WA98104
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    SOLID GROUND
    1501 NORTH 45TH STREET
    SEATTLE,WA98103
    NONE PC: 509(A)(1) LOST FORK OF HAMM CREEK STEWARDSHIP PROJECT 6,500
    SOUTH SOUND ESTUARY ASSOCIATION
    PO BOX 2182
    OLYMPIA,WA98507
    NONE PC: 509(A)(1) CONNECTING YOUTH TO THE HEALTH OF PUGET SOUND WATERS 15,000
    SPOKANE VALLEY PARTNERS
    10814 EAST BROADWAY AVENUE
    SPOKANE VALLEY,WA99206
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA94305
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT IN HONOR OF WES FRYE 1,000
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA94305
    NONE PC: 509(A)(1) STANFORD WOMEN'S VOLLEYBALL SAND COURT COMPLEX 50,000
    STEWARDSHIP PARTNERS
    1411 4TH AVE SUITE 1425
    SEATTLE,WA98101
    NONE PC: 509(A)(1) SALMON SAFE PUGET SOUND URBAN INITIATIVE 20,000
    STEWARDSHIP PARTNERS
    1411 4TH AVE SUITE 1425
    SEATTLE,WA98101
    NONE PC: 509(A)(1) STEWARDSHIP PARTNERS GENERAL OPERATING 110,000
    SUSTAINABLE CONNECTIONS
    1701 ELLIS ST SUITE 221
    BELLINGHAM,WA98225
    NONE PC: 509(A)(1) LEGACY WATERSHEDS: PUBLIC-PRIVATE LOW IMPACT DEVELOPMENT FOR PUGET SOUND 40,000
    TACOMA ART MUSEUM
    1701 PACIFIC AVENUE
    TACOMA,WA98402
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 5,000
    TACOMA COMMUNITY HOUSE
    PO BOX 5107 1314 SOUTH L STREET
    TACOMA,WA98415
    NONE PC: 509(A)(1) READ2ME TUTORING PROGRAM EXPANSION 5,000
    TACOMA MUSICAL PLAYHOUSE
    7116 6TH AVE
    TACOMA,WA98406
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 5,000
    TACOMA SYMPHONY ORCHESTRA
    901 BROADWAY STE 600
    TACOMA,WA98402
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 5,000
    TACOMA YOUTH CHORUS
    4009 BRIDGEPORT WAY W - SUITE F
    UNIVERSITY PLACE,WA98466
    NONE PC: 509(A)(2) TYC OPERATING SUPPORT 5,000
    TACOMA YOUTH SYMPHONY ASSOCIATION INC
    901 BROADWAY SUITE 500
    TACOMA,WA984024415
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 5,000
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WA
    TACOMA,WA98409
    NONE PC: 509(A)(1) HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT 82,050
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WA
    TACOMA,WA98409
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    TEWA WOMEN UNITED
    PO BOX 397
    SANTA CRUZ,NM87567
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
    PO BOX 29361
    SAN FRANCISCO,CA941290361
    NONE PC: 509(A)(1) 2014 MEMBERSHIP DUES 6,500
    THE HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY
    2608 CENTER STREET
    TACOMA,WA98409
    NONE PC: 509(A)(1) GENERAL OPERATIONS AND PROGRAMS 5,000
    THE MERWIN CONSERVANCY
    PO BOX 809 455 KULIKE ROAD
    HAIKU,HI96708
    NONE SO I GENERAL OPERATING SUPPORT 5,000
    THE MOUNTAINEERS
    7700 SAND POINT WAY NE
    SEATTLE,WA98115
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 1,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606
    NONE PC: 509(A)(1) COORDINATED INVESTMENT FOR PUGET SOUND FLOODPLAINS 75,000
    THE REDWOODS INITIATIVE
    405 PARK AVENUE
    NEW YORK,NY10022
    NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 2,500
    THE RESCUE MISSION
    702 PACIFIC AVENUE
    TACOMA,WA984011912
    NONE PC: 509(A)(1) 2014 EMPLOYEE MATCHING GIFT 200
    THE RESCUE MISSION
    702 PACIFIC AVENUE
    TACOMA,WA984011912
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 200
    TOWN HALL SEATTLE
    1119 8TH AVE
    SEATTLE,WA98101
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    US GEOLOGICAL SURVEY
    934 BROADWAY SUITE 300
    TACOMA,WA98402
    NONE GOV: GOVT ENTITY CHARACTERIZATION AND NUMERICAL SIMULATION OF THE PUYALLUP WATERSHED 15,000
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC 400
    TACOMA,WA98401
    NONE PC: 509(A)(1) UWPC BASIC NEEDS PROGRAM 250,000
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC 400
    TACOMA,WA98401
    NONE PC: 509(A)(1) VFW DEPT. OF WASHINGTON PIERCE COUNTY UNMET NEEDS AND MILITARY ASSISTANCE PROGRAM 100,000
    UNITED WAY OF PIERCE COUNTY
    1501 PACIFIC 400
    TACOMA,WA98401
    NONE PC: 509(A)(1) UWPC BASIC NEEDS PROGRAM 100,000
    UNIVERSITY DISTRICT FOOD BANK
    4731 15TH AVE NE
    SEATTLE,WA98105
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT IN HONOR OF HOLLY JOHNSON 5,000
    UNIVERSITY OF WASHINGTON FOUNDATION - HARBORVIEW
    BOX 351210 407 GERBERDING HALL
    SEATTLE,WA98195
    NONE PC: 509(A)(1) HARBORVIEW MEDICAL CENTER MISSION OF CARING 10,000
    UNIVERSITY OF WASHINGTON SEATTLE MESA
    014 LOEW HALL BOX 352181
    SEATTLE,WA98195
    NONE PC: 509(A)(1) SCHOLARSHIPS 10,000
    UNIVERSITY OF WASHINGTON TACOMA
    PO BOX 358432 1900 COMMERCE STREET
    TACOMA,WA98402
    NONE PC: 509(A)(1) UW TACOMA MATH-SCIENCE-LEADERSHIP (GRADES 7 & 12) 25,000
    UNIVERSITY OF WASHINGTON-MOUNT RAINIER INSTITUTE
    9010 453RD ST EAST
    EATONVILLE,WA98328
    NONE PC: 509(A)(1) FIRST ASCENT: MOUNT RAINIER INSTITUTE'S PILOT SEASON 35,000
    URBAN GRACE CHURCH
    902 MARKET STREET
    TACOMA,WA98402
    NONE PC: 170(B)(1)(A)(I) EMPLOYEE MATCHING GIFT 2014 5,000
    VILLA ACADEMY
    5001 NE 50TH ST
    SEATTLE,WA98105
    NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    WASHINGTON ENVIRONMENTAL COUNCIL
    1402 3RD AVE SUITE 1400
    SEATTLE,WA98101
    NONE PC: 509(A)(1) PEOPLE FOR PUGET SOUND PROGRAM 125,000
    WASHINGTON STATE UNIVERSITY FOUNDATION - LID LAB
    PO BOX 641925 255 E MAIN STREET
    PULLMAN,WA991641925
    NONE PC: 509(A)(1) WASHINGTON STORMWATER CENTER 75,000
    WASHINGTON TOXICS COALITION
    4649 SUNNYSIDE AVE N SUITE 540
    SEATTLE,WA98103
    NONE PC: 509(A)(1) TOXIC-FREE LEGACY FOR PUGET SOUND 40,000
    WESTERN ENVIRONMENTAL LAW CENTER
    1216 LINCOLN STREET
    EUGENE,OR97401
    NONE PC: 509(A)(1) PUGET SOUND CONCENTRATED ANIMAL FEEDING OPERATION MANURE LAGOON MAPPING PROJECT 5,000
    WILD SALMON CENTER
    721 NW NINTH AVE SUITE 300
    PORTLAND,OR97209
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 1,000
    WORLD VISION
    PO BOX 9716 MS 413
    FEDERAL WAY,WA98063
    NONE PC: 509(A)(1) CHANGING THE LIVES OF CHILDREN IN PIERCE COUNTY 5,000
    YMCA OF GREATER SEATTLE - METROCENTER BRANCH
    909 4TH AVE
    SEATTLE,WA98104
    NONE PC: 509(A)(2) YMCA EARTH SERVICE CORPS YOUTH VOICES, YOUTH CHOICES, YOUTH ACTION 35,000
    YMCA OF PIERCE AND KITSAP COUNTIES
    1614 S MILDRED ST STE 1
    TACOMA,WA98465
    NONE PC: 509(A)(1) YMCA CAMP SEYMOUR OUTDOOR ENVIRONMENTAL EDUCATION 25,000
    YWCA OF KITSAP COUNTY
    PO BOX 559
    BREMERTON,WA98337
    NONE PC: 509(A)(1) EMPLOYEE MATCHING GIFT 2014 200
    YWCA PIERCE COUNTY
    405 BROADWAY
    TACOMA,WA98402
    NONE PC: 509(A)(2) YWCA DOMESTIC VIOLENCE SERVICES 5,000
    Total .................................bullet 3a 7,823,095
    bApproved for future payment
    CONFLUENCE PHILANTHROPY
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    EPIP TIDES CENTER
    10 EAST 34TH STREET FLOOR 10
    NEW YORK,NY10016
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 3,000
    FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVENUE SUITE 249
    CORAL GABLES,FL33146
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 9,010
    GRANTS MANAGERS NETWORK
    1666 K STREET NW SUITE 440
    WASHINGTON,DC20006
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 3,000
    GRASSROOTS GRANTMAKERS
    PO BOX 9069
    DENVER,CO80209
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 2,000
    LEADERSHIP LEARNING COMMUNITY TIDES CENTER
    1203 PRESERVATION PARK WAY SUITE
    200
    OAKLAND,CA94612
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    MISSION INVESTORS EXCHANGE (PHILANTHROPY NW FISCAL)
    2101 FOURTH AVE SUITE 650
    SEATTLE,WA98121
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    MUSEUM OF GLASS
    1801 DOCK ST
    TACOMA,WA984023217
    NONE PC: 509(A)(1) ENDOWMENT SUPPORT 2,120,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1101 CONNECTICUT AVE NW SUITE 220
    WASHINGTON,DC20036
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    NATIVE AMERICANS IN PHILANTHROPY
    2801 21ST AVE SOUTH SUITE 132D
    MINNEAPOLIS,MN55407
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 500
    NEIGHBORHOOD FUNDERS GROUP
    436 14TH STREET SUITE 425
    OAKLAND,CA94612
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 1,500
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 10,125
    THE CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
    PO BOX 29361
    SAN FRANCISCO,CA941290361
    NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 6,500
    WHIDBEY INSTITUTE
    6449 OLD PIETILA RD
    CLINTON,WA98236
    NONE PC: 509(A)(1) CASCADIA CLIMATE COLLABORATIVE 5,000
    Total .................................bullet 3b 2,180,635
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 2,629,262  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 7,459,670  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aINCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS 525990 298,954 18 2,130,050  
    bLITIGATION SETTLEMENT INCOME     14 7,353  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 298,954 12,226,335 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1312,525,289
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 300,140 4,967   291,169

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 ExpenditureResponsibilityStmt
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
     
    110 N HOTEL STREET
    HONOLULU,HI96817
    2013-12-11 5,000 TYPHOON RELIEF EFFORTS IN THE PHILIPPINES, WITH AN EMPHASIS ON THE SAFETY AND PROTECTION OF CHILDREN IN THE DEVASTATED AREAS. DIVERSIONS---------------TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE FOR WHICH THE GRANT WAS MADE. 5,000   12/19/2014 2014-12-19 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REQUEST FROM THE GRANTEE. FUNDS WERE SPENT TO REPAIR A DAY CARE CENTER AND DO NOT CARRY FORWARD PAST 2014.

    TY 2014 GeneralExplanationAttachment
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Identifier Return Reference Explanation
    SELF DEALING FORM 990-PF, PART VII-B, LINE 1A (3) THE FOUNDATION UTILIZES A SERVICES FIRM TO MANAGE SUBSTANTIALLY ALL OF ITS ASSETS AND TO PROVIDE PROFESSIONAL SERVICES. THE SERVICES FIRM IS OWNED BY SEVERAL MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(D).(3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A BOARD OFFICER. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E).
      FORM 990-PF, PART VII-A, LINE 12 THE FOUNDATION MADE A GRANT TO THE GREATER TACOMA COMMUNITY FOUNDATION AND TREATED THIS AS A QUALIFYING DISTRIBUTION IN 2014 (SEE PART XV, LINE 3A). THE DISTRIBUTIONS OUT OF THIS FUND WILL BE USED TO ACCOMPLISH CHARITABLE PURPOSES DESCRIBED UNDER IRC SECTION 170(C)(2)(B).

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX 12,070,073 12,070,073
    DOUBLELINE 2,566,206 2,566,206
    LOOMIS SAYLES 4,814,935 4,814,935
    STANDISH 0 0
    STONE HARBOR 1,885,291 1,885,291
    TEMPLETON 2,441,992 2,441,992

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APERIO 12,737,759 12,737,759
    BNY MELLON ADVISORY RESEARCH 0 0
    BNY MELLON HARDING LOEVNER 0 0
    BNY MELLON LEVIN 0 0
    COPELAND 2,363,363 2,363,363
    DELAWARE EMERGING MARKETS 2,040,219 2,040,219
    FIRST EAGLE GLOBAL 2,023,107 2,023,107
    HARDING LOEVNER 3,662,918 3,662,918
    IVY ASSET STRATEGY 889,082 889,082
    LEVIN 7,387,009 7,387,009
    RUSSELL LARGE CAP 14,814,400 14,814,400
    RUSSELL SMALL CAP 3,946,131 3,946,131
    VIRTUS PREMIUM 0 0
    WALDEN LARGE CAP 2,538,093 2,538,093
    WALDEN SMALL CAP 0 0
    WHITEBOX 5,679,497 5,679,497

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARDSLEY RENEWABLE ENERGY FUND FMV 2,871,827 2,871,827
    CEDAR ROCK FMV 9,364,715 9,364,715
    CLEANTECH VENTURES, L.P. FMV 554,515 554,515
    ECOTRUST FORESTS II FMV 141,870 141,870
    GENERATION IM FMV 4,379,355 4,379,355
    GILBERT GLOBAL EQUITY, LP FMV 1,649,790 1,649,790
    JC MUELLER FMV 0 0
    KAYNE ANDERSON ENERGY FUND III (QP), LP FMV 74,291 74,291
    KAYNE ANDERSON ENERGY FUND IV (QP), LP FMV 486,680 486,680
    KAYNE ANDERSON PRIVATE INVESTORS, LP FMV 440,337 440,337
    KAYNE ANDERSON PRIVATE INVESTORS II (QP), LP FMV 46,104 46,104
    PORTFOLIO ADVISORS PRIVATE EQUITY FUND (OFFSHORE) V FMV 672,495 672,495
    PORTFOLIO ADVISORS PVT EQ VII FMV 998,511 998,511
    PORTFOLIO ADVISORS SECONDARY (OFFSHORE) FUND FMV 1,706,279 1,706,279
    SELECT EQUITY FUND, LP FMV 6,531,169 6,531,169
    SILCHESTER INTERNATIONAL INVST FMV 8,337,712 8,337,712
    SOMERSET FMV 592,287 592,287
    SQUADRON FMV 981,143 981,143
    TAP FUND FMV 0 0
    TCW ENERGY X - NL, L.P. FMV 441,307 441,307
    TRANS-EUROPE BUYOUT VI FMV 417,701 417,701
    WGI EMERGING MARKETS FUND FMV 10,848,916 10,848,916
    CANOPY, LLC FMV 1,925 1,925

    TY 2014 LandEtcSchedule2
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 120,369 104,602 15,767 15,767
    FURNITURE & FIXTURES 202,874 200,869 2,005 2,005


    TY 2014 LegalFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 66,426 0   59,680


    TY 2014 OtherAssetsSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX RECEIVABLE 14,857 14,857 14,857
    ACCRUED INCOME RECEIVABLE 0 122,622 122,622


    TY 2014 OtherDecreasesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 3,837 0   3,837
    POSTAGE 899 0   899
    STAFF RECOGNITION 2,819 0   2,819
    REPAIRS & MAINTENANCE 16,869 0   16,869
    RESOURCES 121 0   121
    SERVICE CHARGES 930 0   930
    DEDUCTIONS FROM LP INVESTMENTS 460,105 308,352   0
    INSURANCE 1,823 0   1,823
    OFFICE SUPPLIES 3,133 0   1,647
    OTHER PROGRAM EXPENSES 5,500 0   5,500


    TY 2014 OtherIncomeSchedule2
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME/LOSS FROM LIMITED PARTNERSHIP INVESTMENTS 2,429,004 96,687 2,429,004
    LITIGATION SETTLEMENT INCOME 7,353 7,353 7,353


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 780,312 780,312   0
    PAYROLL SERVICE FEES 7,326 0   7,326
    GRANT CONSULTING 336,929 0   329,595
    CONTRACT LABOR 83,590 0   81,534


    TY 2014 TaxesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN: 91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 266,737 0   0
    STATE TAXES 6,929 6,929   0
    PERSONAL PROPERTY TAX 1,050 0   1,050
    INTEREST/PENALTY 5,760 0   0
    SALES & USE TAX 309 0   309
    FOREIGN TAXES 0 77,976   0