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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$131,991,186J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 513 513  
4 Dividends and interest from securities... 2,147,541 3,019,828  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,994,551
b Gross sales price for all assets on line 6a 61,482,993
7 Capital gain net income (from Part IV, line 2)... 5,575,478
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)....... Click to see attachment 2,798,708 619,809  
12 Total. Add lines 1 through 11........ 8,941,313 9,215,628  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 288,816 0   288,816
14 Other employee salaries and wages...... 812,554 0   806,231
15 Pension plans, employee benefits....... 304,288 0   304,288
16a Legal fees (attach schedule)......... Click to see attachment 11,601 0   18,347
b Accounting fees (attach schedule)....... Click to see attachment 151,283 7,685   131,252
c Other professional fees (attach schedule).... Click to see attachment 1,613,034 744,949   853,078
17 Interest............... 44,122 0   44,122
18 Taxes (attach schedule) (see instructions)... Click to see attachment 153,129 113,650   808
19 Depreciation (attach schedule) and depletion... 11,152 0  
20 Occupancy.............. 34,497 0   35,316
21 Travel, conferences, and meetings....... 264,268 0   263,922
22 Printing and publications.......... 5,794 0   6,128
23 Other expenses (attach schedule)....... Click to see attachment 625,243 666,934   100,138
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,319,781 1,533,218   2,852,446
25 Contributions, gifts, grants paid....... 4,555,233 5,541,968
26 Total expenses and disbursements. Add lines 24 and 25 8,875,014 1,533,218   8,394,414
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 66,299
b Net investment income (if negative, enter -0-) 7,682,410
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 469,782 1,004,121 1,004,121
2 Savings and temporary cash investments......... 9,116,546 7,802,027 7,802,027
3 Accounts receivable bullet702
Less: allowance for doubtful accounts bullet     702 702
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    
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment4,257,432 4,257,432
b Investments—corporate stock (attach schedule)....... 58,081,578 Click to see attachment53,898,732 53,898,732
c Investments—corporate bonds (attach schedule)....... 23,778,497 Click to see attachment13,723,475 13,723,475
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 51,538,929 Click to see attachment51,193,229 51,193,229
14 Land, buildings, and equipment: basis bullet323,243
Less: accumulated depreciation (attach schedule) bullet316,623 17,772 Click to see attachment6,620 6,620
15 Other assets (describe bullet) Click to see attachment137,479 Click to see attachment104,848 Click to see attachment104,848
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 143,141,208 131,991,186 131,991,186
Liabilities 17 Accounts payable and accrued expenses.......... 212,781 194,439
18 Grants payable.................. 2,270,235 1,283,500
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)......... 2,483,016 1,477,939
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 140,658,192 130,513,247
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)..... 140,658,192 130,513,247
31 Total liabilities and net assets/fund balances (see instructions). 143,141,208 131,991,186
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
140,658,192
2
Enter amount from Part I, line 27a .....................
2
66,299
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
140,724,491
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,211,244
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
130,513,247
Form 990-PF (2015)
Form 990-PF (2015)
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 SALE OF PTP INTEREST IN LAZARD, LTD P    
d SALE OF PTP INTEREST IN SUNOCO LOGISTICS PARTNERS L.P. P    
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 59,827,730   55,833,179 3,994,551
b 1,584,553     1,584,553
c 45,502   47,030 -1,528
d 25,208   27,306 -2,098
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       3,994,551
b       1,584,553
c       -1,528
d       -2,098
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 5,575,478
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))
2014 10,040,013 140,905,858 0.071253
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
2
Total of line 1, column (d) .....................
20.305343
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
0.061069
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
136,477,405
5
Multiply line 4 by line 3......................
5
8,334,539
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
76,824
7
Add lines 5 and 6........................
7
8,411,363
8
Enter qualifying distributions from Part XII, line 4.............
8
8,394,414
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 153,648
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........................... 3 153,648
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- ..... 5 153,648
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 218,130
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 218,130
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 64,482
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet64,482 RefundedBullet 11 0
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
 
No
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, CA
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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     		288,816 22,489 0
    PO BOX 2567
    GIG HARBOR,WA98335
    RICHARD RUSSELL 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
    RON SIMS 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
    CHET TCHOZEWSKI DIRECTOR
    1.00     		0 0 0
    PO BOX 2567
    GIG HARBOR,WA98335
    DION RURIK 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     		197,852 17,316 0
    PO BOX 2567
    GIG HARBOR,WA98335
    HOLLY POWERS SR. PROGRAM OFFICER
    40.00     		108,693 15,866 0
    PO BOX 2567
    GIG HARBOR,WA98335
    SETH WALKER DIRECTOR OF MARKETIN
    40.00     		115,458 7,583 0
    PO BOX 2567
    GIG HARBOR,WA98335
    FABIOLA GREENAWALT PROGRAM OFFICER
    40.00     		94,984 22,474 0
    PO BOX 2567
    GIG HARBOR,WA98335
    SUSAN DOBKINS PROGRAM OFFICER
    40.00     		91,656 22,056 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 523,625
    PO BOX 2358
    GIG HARBOR,WA98335
    PARAMETRIC INVESTMENT ADVICE 180,465
    1151 FAIRVIEW AVENUE N
    SEATTLE,WA98109
    COMMUNITY AT WORK CONSULTING 140,696
    1 TUBBS STREET
    SAN FRANCISCO,CA94107
    WESTWOOD GLOBAL INVESTMENTS LLC INVESTMENT ADVICE 128,583
    99 SUMMER STREET SUITE 1130
    BOSTON,MA02110
    FRIHET GROUP LLC CONSULTING 121,897
    708 BROADWAY SUITE 320
    TACOMA,WA98402
    Total number of others receiving over $50,000 for professional services.............bullet7
    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 2015, JANE'S FELLOWSHIP HAD 15 FELLOWS: TOTAL OPERATING EXPENSES = $ 405,235 TOTAL GRANT EXPENSES = $ 46,500THE 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. 451,735
    2 PUYALLUP WATERSHED INITIATIVETHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED THE PUYALLUP WATERSHED INITIATIVE. THE PROGRAM IS A 10-YEAR INVESTMENT WITH THE PURPOSE OF ESTABLISHLING A SELF-SUSTAINING MOVEMENT FOCUSED ON IMPROVING SOCIAL AND ENVIRONMENTAL CONDITIONS.IN 2015, THE PUYALLUP WATERSHED INITIATIVE HAD:TOTAL OPERATING EXPENSES = $ 401,554TOTAL GRANT EXPENSES = $ 1,334,500 1,736,054
    3  
    4  
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    78,565,890
    b
    Average of monthly cash balances.......................
    1b
    8,707,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,282,732
    d
    Total (add lines 1a, b, and c).........................
    1d
    138,555,741
    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
    138,555,741
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,078,336
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    136,477,405
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,823,870
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    6,823,870
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    153,648
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    153,648
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,670,222
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,670,222
    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
    6,670,222
    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
    8,394,414
    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
     
    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
    8,394,414
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,394,414
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 6,670,222
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 3,459,588
    b From 2011...... 1,085,463
    c From 2012......  
    d From 2013......  
    e From 2014...... 3,223,323
    fTotal of lines 3a through e........ 7,768,374
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 8,394,414
    a Applied to 2014, 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 2015 distributable amount..... 6,670,222
    e Remaining amount distributed out of corpus 1,724,192
    5 Excess distributions carryover applied to 2015. 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 9,492,566
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		3,459,588
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		6,032,978
    10 Analysis of line 9:
    a Excess from 2011.... 1,085,463
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 3,223,323
    e Excess from 2015.... 1,724,192
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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. ADDITIONALLY, WE INVITE GRANTEES THAT WE HAVE PRIOR RELATIONSHIPS WITH TO SUBMIT FOR EXTENDED FUNDING IN BOTH OUR PUGET SOUND AND ENVIRONMENTAL EDUCATION GRANTMAKING PORTFOLIOS.
    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 (PUGET SOUND OR ENVIRONMENTAL EDUCATION) AND MUST SERVE THE 13 COUNTIES SURROUNDING THE PUGET SOUND. FOR ENVIRONMENTAL EDUCATION, THE GEOGRAPHIC AREA IS LIMITED TO FOUR COUNTIES - KING, KITSAP, PIERCE AND THURSTON. OUR PUYALLUP WATERSHED INITIATIVE IS LIMITED TO THE PUYALLUP WATERSHED AREA.
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    AARON GOODGE
    3906 N 34TH ST
    TACOMA,WA98407     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    AGUEDA FERNANDEZ-WEBSTER
    PO BOX 39368
    LAKEWOOD,WA98496     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    AIDS HOUSING ASSOCIATION OF TACOMA
    301 N L STREET
    TACOMA,WA98403     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    ALCHEMY SKATEBOARDING & EDUCATION
    PO BOX 569
    TACOMA,WA98401     		NONE PC: 509(A)(1) GO-SKATE-TACOMA 1,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 50
    AMERICAN LEADERSHIP FORUM
    738 BROADWAY SUITE 301
    TACOMA,WA98402     		NONE PC: 509(A)(2) 2015 VOLUNTEER MATCH 1,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005     		NONE PC: 509(A)(1) PUGET SOUND RIVERS CAMPAIGN: REFORMING FEDERAL POLICY TO PROTECT AND RESTORE RIVERS AND FLOODPLAINS 40,000
    ANTIOCH UNIVERSITY
    SEATTLE CAMPUS 2326 6TH AVE
    SEATTLE,WA98121     		NONE PC: 509(A)(1) ROADSIDE RAIN GARDENS - COMMUNITIES FOR CLEAN WATER 9,838
    ASSOCIATION FOR CULTURAL EQUITY
    425 EAST 25TH STREET ROOM 1000
    NEW YORK,NY10010     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    BIANCA 'BROGAN' SHELL
    5421 S BIRMINGHAM ST
    TACOMA,WA98409     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    BIG HOMIE MINISTRIES INTERNATIONAL
    6225 LAKEWOOD DR W APT 178
    UNIVERSITY PLACE,WA98467     		NONE NC YOUTH ENHANCEMENT PROJECT (YEP) 20,000
    BLUFF LAKE NATURE CENTER
    4755 PARIS ST 190
    DENVER,CO80239     		NONE PC: 509(A)(1) BLUFF LAKE NATURE CENTER LAKE AND HABITAT IMPROVEMENTS 5,000
    BLUFF LAKE NATURE CENTER
    4755 PARIS ST 190
    DENVER,CO80239     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    CASA CORNELIA LAW CENTER
    2760 FIFTH AVE STE 200
    SAN DIEGO,CA92103     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT AND CHILDREN'S PROGRAM 10,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 4,000
    CASCADE BICYCLE CLUB EDUCATION FOUNDATION
    7787 62ND AVE NE
    SEATTLE,WA98115     		NONE SO I MAJOR TAYLOR PROJECT IN PIERCE COUNTY 8,000
    CASEY BRUINSMA
    1225 121ST ST S
    TACOMA,WA98444     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    CATHERINE PLACE
    923 S 8TH STREET
    TACOMA,WA98405     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 120
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
    1323 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		NONE PC: 509(A)(1) NATIVITY HOUSE HOMELESS ADULT SERVICES 5,000
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
    1323 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		NONE PC: 509(A)(1) NATIVITY HOUSE CAPITAL CAMPAIGN 250,000
    CENTRAL KITSAP FOOD BANK
    3537 NW ANDERSON HILL RD
    SILVERDALE,WA98383     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 200
    CERES
    99 CHAUNCY STREET 6TH FLOOR
    BOSTON,MA02111     		NONE PC: 509(A)(1) 2015 INCR MEMBERSHIP DUES 1,000
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC STE 202
    TACOMA,WA98402     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    CHINESE RECONCILIATION PROJECT FOUNDATION
    PO BOX 7024
    TACOMA,WA98406     		NONE PC: 509(A)(2) CHINESE RECONCILIATION PROJECT FOUNDATION FOR COMMUNICATION AND DOCUMENTARY PROJECT 5,000
    CHRIST EPISCOPAL CHURCH
    310 NORTH K STREET
    TACOMA,WA98403     		NONE PC: 170(B)(1)(A)(I) RECTOR'S DISCRETIONARY FUND 5,000
    CHRIST EPISCOPAL CHURCH
    310 NORTH K STREET
    TACOMA,WA98403     		NONE PC: 170(B)(1)(A)(I) GENERAL OPERATING SUPPORT FOR DAHL MUSIC FUND 5,000
    CITIZENS FOR A HEALTHY BAY
    535 DOCK STR STE 213
    TACOMA,WA98402     		NONE PC: 509(A)(1) WATER POLLUTION PREVENTION, ENFORCEMENT AND EDUCATION 40,000
    CITY OF SEATTLE OFFICE OF SUSTAINABILITY & ENVIRONMENT
    PO BOX 94729
    SEATTLE,WA98124     		NONE GOV: GOVT ENTITY EQUITY & ENVIRONMENT INITIATIVE 10,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE SUITE 1250
    TACOMA,WA98402     		NONE PC: 509(A)(1) COLLEGE SELECTION PLANNING 25,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394     		NONE PC: 509(A)(1) HOLIDAY HELP/ASSEMBLIES/GIFT CARDS 20,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394     		NONE PC: 509(A)(1) OPERATIONAL SUPPORT 10,000
    COMMUNITY BOAT PROJECT AT THE NORTHWEST SCHOOL OF WOODEN BOATBUILDING
    42 N WATER ST
    PORT HADLOCK,WA98339     		NONE PC: 509(A)(1) COMMUNITY BOAT PROJECT 25,000
    CONFLUENCE PHILANTHROPY
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    CONTINA KEMP
    702 S J STREET
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    COVENANT YOUTH OF ALASKA
    PO BOX 203356
    ANCHORAGE,AK99654     		NONE PC: 509(A)(1) CHRIS LOCKWOOD MEMORIAL SCHOLARSHIP FUND 5,000
    DANA-FARBER CANCER INSTITUTE
    PO BOX 849168
    BOSTON,MA022849168     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 150
    DENSHO
    1416 S JACKSON ST
    SEATTLE,WA98144     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 150
    DOWNTOWN EMERGENCY SERVICE CENTER
    515 3RD AVE
    SEATTLE,WA98104     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP
    210 S HUDSON STREET SUITE 332
    SEATTLE,WA98134     		NONE PC: 509(A)(1) DUWAMISH VALLEY YOUTH CORPS PROGRAM 20,000
    DUWAMISH RIVER CLEANUP COALITIONTECHNICAL ADVISORY GROUP
    210 S HUDSON STREET SUITE 332
    SEATTLE,WA98134     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 15,000
    DUWAMISH TRIBAL SERVICES
    4705 W MARGINAL WAY SW
    SEATTLE,WA98106     		NONE PC: 509(A)(1) SUPPORT THE DUWAMISH TRIBE 2,500
    EARTHCORPS
    6310 NE 74TH STREET SUITE 201E
    SEATTLE,WA98115     		NONE PC: 509(A)(1) STORMING THE SOUND WITH SALMON - SWIMMING UPSTREAM 20,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PC: 509(A)(2) CLEAN WATER FOR PUGET SOUND 2,000
    EASTER SEALS WASHINGTON
    200 WEST MERCER STREET SUITE 210E
    SEATTLE,WA98119     		NONE PC: 509(A)(1) CAMP STAND BY ME GENERAL OPERATING SUPPORT 5,000
    EATONVILLE FAMILY AGENCY
    PO BOX 1764
    EATONVILLE,WA98328     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 500
    ECOSS - ENVIRONMENTAL COALITION OF SOUTH SEATTLE
    605 SOUTH RIVERSIDE DR
    SEATTLE,WA98108     		NONE PC: 509(A)(1) ECOSS MULTICULTURAL OUTREACH TEAM 20,000
    EL CENTRO DE LA RAZA
    2524 16TH AVE SOUTH
    SEATTLE,WA98144     		NONE PC: 509(A)(1) AFFORDABLE HOUSING CAPITAL CAMPAIGN 1,000
    ELISAPETA 'BECKA' SCANLAN
    14518 WASHINGTON AVE SW
    LAKEWOOD,WA98498     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY
    3318 92ND STREET SOUTH
    LAKEWOOD,WA98499     		NONE PC: 509(A)(1) CAPACITY BUILDING CAMPAIGN 100,000
    ENVIRONMENTAL SCIENCE CENTER
    126 SW 148TH C100-170
    BURIEN,WA98166     		NONE PC: 509(A)(1) SUPPORTING ENVIRONMENTAL LEADERSHIP: FIELD STUDIES, TRAININGS, AND SERVICE LEARNING PROJECTS 40,000
    EPIP TIDES CENTER
    10 EAST 34TH STREET FLOOR 10
    NEW YORK,NY10016     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 3,000
    FEEST
    6523 CALIFORNIA AVE SW 152
    SEATTLE,WA98136     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 100
    FIRST CREEK CHURCH
    3801 N WHITMAN STREET
    TACOMA,WA98407     		NONE PC: 170(B)(1)(A)(I) DREAM MUSIC PROJECT CONCERT 1,000
    FISH FOOD BANKS OF PIERCE COUNTY
    1702 SOUTH 72ND STREET SUITE E
    TACOMA,WA98408     		NONE PC: 509(A)(1) KEY PENINSULA FOOD BANK OPERATING SUPPORT - FISH MOBILE 50,000
    FLUX FACTORY INC
    39-31 29TH STREET
    LONG ISLAND CITY,NY11101     		NONE PC: 509(A)(1) SILENT BARN PHOENIX PHASE 3,000
    FORGOTTEN CHILDREN'S FUND
    PO BOX 9936
    SEATTLE,WA98109     		NONE PC: 509(A)(1) CAPTAIN'S AUCTION-GENERAL OPERATING SUPPORT FOR CHRISTMAS PROGRAM 50,000
    FOSS WATERWAY SEAPORT
    705 DOCK STREET
    TACOMA,WA98402     		NONE PC: 509(A)(1) SCIENCE ON THE SEA 40,000
    FOUNDATION FOR TACOMA STUDENTS
    302 SOUTH 9TH STREET SUITE 200
    TACOMA,WA98402     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
    PO BOX 99608 9400 VETERANS DRIVE
    LAKEWOOD,WA98496     		NONE PC: 509(A)(1) NICKLAUS NINE AT AMERICAN LAKE VETERANS GOLF COURSE 100,000
    FRIENDS OF THE PIERCE COUNTY LAW LIBRARY
    930 TACOMA AVE S SUITE 1A-105
    TACOMA,WA98402     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 500
    FTC INTERNATIONAL INC
    PMB 1103-B 220 N ZAPAT HWY 11-A
    LAREDO,TX78043     		NONE PC: 509(A)(1) MATCHING GIFT FOR PATRONATO PRO NINOS 500
    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
    GIG HARBOR PENINSULA FISH
    4425 BURNHAM DRIVE
    GIG HARBOR,WA98335     		NONE PC: 509(A)(1) GIG HARBOR PENINSULA FISH 50,000
    GOOD SAMARITAN FOUNDATION
    PO BOX 5296 409-1-PHIL
    TACOMA,WA984150296     		NONE PC: 509(A)(1) CHILDREN'S THERAPY UNIT AT GOOD SAMARITAN HOSPITAL 5,000
    GOT GREEN
    PO BOX 18794 3518 S EDMUNDS ST
    SEATTLE,WA98118     		NONE PC: 509(A)(1) COMMUNICATIONS PLAN & YOUNG LEADERS IN THE GREEN MOVEMENT 20,000
    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
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405     		NONE PC: 509(A)(1) EASTSIDE COMMUNITY CENTER AND POOL 50,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402     		NONE PC: 509(A)(1) PUYALLUP WATERSHED INITIATIVE - 2015 FUNDS 1,000,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402     		NONE PC: 509(A)(1) LEA ARMSTRONG SCHOLARSHIP & ALUMNI NETWORKING PROJECT 25,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 334,500
    GREEN FUTURES RESEARCH AND DESIGN LAB
    348 GOULD HALL BOX 355734
    SEATTLE,WA981955734     		NONE PC: 509(A)(1) REGIONAL OPEN SPACE STRATEGY FOR CENTRAL PUGET SOUND 40,000
    GREENHOUSE SCHOLARS
    1881 9TH STREET SUITE 200
    BOULDER,CO80302     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 7,500
    GROW FOOD DBA VIVA FARMS
    PO BOX 1714
    MOUNT VERNON,WA98273     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 100
    HAL MENG
    1521 N FIFE ST
    TACOMA,WA98406     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    HANNAH MINER
    918 S J ST APT 6
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    HARBOR WILDWATCH
    PMB 99 3110 JUDSON STREET
    GIG HARBOR,WA98335     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT FOR HARBOR WILDWATCH 60,000
    HILLTOP ARTISTS
    PO BOX 6829 HILLTOP ARTISTS IN
    RESIDENCE
    TACOMA,WA98417     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 125
    ILEAP
    4649 SUNNYSIDE AVE N STE 400
    SEATTLE,WA98103     		NONE PC: 509(A)(2) 2015 EMPLOYEE MATCHING GIFT 400
    INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT
    1999 HARRISON STREET SUITE 1800
    OAKLAND,CA94612     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 1,000
    INTERNATIONAL COMMUNITY FOUNDATION
    2505 N AVE
    NATIONAL CITY,CA91950     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 1,000
    JONATHAN JACKSON
    2424 S 41ST ST A210
    TACOMA,WA98409     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    KAUAI MUSIC FESTIVAL
    PO BOX 2575
    KAMUELA,HI96743     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    KBTC ASSOCIATION
    2320 SOUTH 19TH STREET
    TACOMA,WA98405     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 100
    KING COUNTY WATER & LAND RESOURCES DIVISION STORMWATER SERVICES
    201 S JACKSON SUITE 600
    SEATTLE,WA98104     		NONE GOV: GOVT ENTITY ENVIRONMENTAL EDUCATION COMMUNITY PARTNERSHIP 15,000
    KITSAP REGIONAL LIBRARY FOUNDATION
    1301 SYLVAN WAY
    BREMERTON,WA98310     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 200
    KPLU-FM (PACIFIC LUTHERAN UNIVERSITY)
    12182 PARK AVE S
    TACOMA,WA98447     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 1,700
    LATINO COMMUNITY FUND OF WASHINGTON
    PO BOX 30669
    SEATTLE,WA98103     		NONE PC: 509(A)(1) ENVIRONMENTAL LEADERSHIP AND CAPACITY BUILDING 40,000
    LEADERSHIP LEARNING COMMUNITY TIDES CENTER
    1203 PRESERVATION PARK WAY SUITE
    200
    OAKLAND,CA94612     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    LEWIS & CLARK COLLEGE
    ADVANCEMENT SERVICES MSC 88 0615 SW
    PALATINE HILL ROAD
    PORTLAND,OR97219     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 1,000
    LINDQUIST DENTAL CLINIC FOR CHILDREN
    130-131ST STREET S
    TACOMA,WA98444     		NONE PC: 509(A)(1) LINDQUIST CLINIC IN THE GIG HARBOR BOYS AND GIRLS CLUB 50,000
    MALAAI THE CULINARY GARDEN OF WAIMEA MIDDLE SCHOOL
    PO BOX 543
    KAMUELA,HI96743     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 8,000
    MARY BRIDGE CHILDREN'S FOUNDATION
    409 SOUTH J STREET
    TACOMA,WA98415     		NONE PC: 509(A)(1) 2015 FESTIVAL OF TREES 5,000
    MELODY RODRIGUEZ
    505 N L STREET APT A
    TACOMA,WA98403     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 4,500
    MISSION INVESTORS EXCHANGE
    2101 FOURTH AVE SUITE 650
    SEATTLE,WA98121     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    MOUNTAINS TO SOUND GREENWAY TRUST
    911 WESTERN AVENUE SUITE 203
    SEATTLE,WA98103     		NONE PC: 509(A)(1) MOUNTAINS TO SOUND GREENWAY EDUCATION PROGRAM 30,000
    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 1,080,000
    NA KALAI WAA
    65-1206 MAMALAHOA HWY
    KAMUELA,HI96743     		NONE PC: 509(A)(1) KAHOAWA'A - EDUCATIONAL OUTREACH/CREW TRAINING: SUPPORTING INTER-ISLAND AND WORLDWIDE VOYAGING 5,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 5,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K STREET NW SUITE 550
    WASHINGTON,DC20006     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 10,000
    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
    NEO PHILANTHROPY
    45 W 36TH ST 6TH FLOOR
    NEW YORK,NY10018     		NONE PC: 509(A)(1) WHY WE WORK HERE 5,000
    NEW YORK PEACE INSTITUTE
    111 JOHN STREET SUITE 600
    NEW YORK,NY10038     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 2,000
    NISQUALLY REACH NATURE CENTER
    4949 DMILLUHR DR NE
    OLYMPIA,WA98516     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 35,000
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    P O BOX 519 55-3393 AKONI PULE HWY
    HAWI,HI96719     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    P O BOX 519 55-3393 AKONI PULE HWY
    HAWI,HI96719     		NONE PC: 509(A)(1) GENERAL SUPPORT FOR SIX DISTINCT COMMUNITY PROJECTS 12,000
    NORTH KOHALA COMMUNITY RESOURCE CENTER
    P O BOX 519 55-3393 AKONI PULE HWY
    HAWI,HI96719     		NONE PC: 509(A)(1) PROJECT SUPPORT FOR KES KEIKI YOGA, KOHALA RADIO AND KID PAN ALLEY 10,000
    NORTH STAR FUND
    520 8TH AVENUE SUITE 2203
    NEW YORK,NY10018     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 2,500
    NORTHWEST LEADERSHIP FOUNDATION
    1119 PACIFIC AVE STE 800
    TACOMA,WA98402     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 200
    NORTHWEST LEADERSHIP FOUNDATION
    1119 PACIFIC AVE STE 800
    TACOMA,WA98402     		NONE PC: 509(A)(1) ACT SIX LEADERSHIP AND SCHOLARSHIP INITIATIVE 25,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 25,000
    OBE QUARLESS
    126 121ST ST S APT 14
    TACOMA,WA98444     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    ONE TO WORLD INC
    285 WEST BROADWAY SUITE 450
    NEW YORK,NY10013     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 2,500
    ONEAMERICA
    1225 S WELLER ST STE 430
    SEATTLE,WA98144     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 100
    OPEN ARMS PERINATAL SERVICES
    2524 16TH AVE S SUITE 207A
    SEATTLE,WA98144     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 50
    PACIFIC EDUCATION INSTITUTE
    MARKET PLACE OFFICE BLD 724
    COLUMBIA ST NW SUITE 255
    OLYMPIA,WA98501     		NONE PC: 509(A)(1) PUGET SOUND K-12 FIELDSTEM PROGRAM 50,000
    PEACEJAM FOUNDATION - NOBEL WOMEN'S INITIATIVE
    11200 RALSTON RD
    ARVADA,CO80004     		NONE PC: 509(A)(1) NOBEL WOMEN'S INITIATIVE WHEN WE ARE BOLD: RADICAL WAYS WOMEN WAGE PEACE 10,000
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVENUE SUITE 650
    SEATTLE,WA98121     		NONE PC: 509(A)(1) 2015 MEMBERSHIP DUES 10,125
    POINT DEFIANCE ZOOLOGICAL SOCIETY
    5400 NORTH PEARL STREET
    TACOMA,WA98407     		NONE PC: 509(A)(1) CITIZEN SCIENCE 20,000
    POMEGRANATE CENTER
    1400 NW MAPLE
    ISSAQUAH,WA98027     		NONE PC: 509(A)(2) 2015 EMPLOYEE MATCHING GIFT 100
    PORT GAMBLE S'KLALLAM FOUNDATION
    31912 LITTLE BOSTON ROAD NE
    KINGSTON,WA98346     		NONE PC: 509(A)(1) SUMMER ENVIRONMENTAL EDUCATION PROGRAM 15,000
    PORT TOWNSEND MARINE SCIENCE CENTER
    532 BATTERY WAY
    PORT TOWNSEND,WA98368     		NONE PC: 509(A)(1) WHALES OF THE SALISH SEA 16,000
    PUEBLO A PUEBLO
    PO BOX 303
    NEENAH,WI549570303     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 125
    PUGET SOUND SAGE
    1032 S JACKSON ST 203
    SEATTLE,WA98104     		NONE PC: 509(A)(1) CLIMATE RESILIENCE DOCUMENTATION 35,000
    PUGET SOUNDKEEPER ALLIANCE
    130 NICKERSON STREET SUITE 107
    SEATTLE,WA98109     		NONE PC: 509(A)(1) THE PUGET SOUND LEADERSHIP, STORMWATER REGULATION AND CLEAN WATER ACT ENFORCEMENT PROJECT 40,000
    R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
    PO BOX 7119
    TACOMA,WA98417     		NONE PC: 509(A)(1) PROGRAM ENHANCEMENT AND GENERAL OPERATING 25,000
    RAINBOW CENTER
    2215 PACIFIC AVE
    TACOMA,WA98407     		NONE PC: 509(A)(1) 2015 VOLUNTEER MATCH 1,000
    RE SOURCES FOR SUSTAINABLE COMMUNITIES
    2309 MERIDIAN ST
    BELLINGHAM,WA98225     		NONE PC: 509(A)(1) CLEAN WATER PROGRAM 40,000
    REACT THEATRE
    1122 E PIKE STREET 1111
    SEATTLE,WA98122     		NONE PC: 509(A)(2) GENERAL OPERATING SUPPORT 2,500
    REBECCA PADILLA
    1323 EAST 57TH
    TACOMA,WA98404     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    RESOURCES LEGACY FUND
    555 CAPITOL MALL SUITE 1095
    SACRAMENTO,CA95814     		NONE PC: 509(A)(1) WASHINGTON WATER PUBLIC EDUCATION CAMPAIGN 50,000
    ROCKY MOUNTAIN LAND LIBRARY
    2550 W 39TH AVENUE
    DENVER,CO80211     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 7,500
    RTC IMPACT FUND
    1877 BROADWAY SUITE 100
    BOULDER,CO80304     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    SAIYARE REFAEI
    1002 S PINE ST
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP - SAIYARE REFAEI 3,000
    SALISH SEA EXPEDITIONS
    1257 PATMOS LANE
    BAINBRIDGE ISLAND,WA98110     		NONE PC: 509(A)(2) SALISH SOUND & SOURCE: DEVELOPING SCIENTIFIC LITERACY AND ENVIRONMENTAL STEWARDSHIP 40,000
    SAN JUAN ISLANDS CONSERVATION DISTRICT
    350 COURT STREET 10 530 GUARD
    STREET
    FRIDAY HARBOR,WA98250     		NONE GOV: GOVT ENTITY ACHIEVING COLLECTIVE IMPACT: PUGET SOUND CONSERVATION DISTRICT CAUCUS 45,200
    SEATTLE NATIVITY SCHOOL
    2800 S MASSACHUSETTS STREET
    SEATTLE,WA98144     		NONE PC: 509(A)(1) SPECIAL PROJECTS: PROMOTING THE SCHOOL IN THE COMMUNITY THROUGH AN INFORMATIONAL VIDEO 5,000
    SEATTLE PREPARATORY SCHOOL
    2400 ELEVENTH AVENUE EAST
    SEATTLE,WA98102     		NONE PC: 170(B)(1)(A)(I) GENERAL OPERATING SUPPORT 5,000
    SEATTLE SYMPHONY ORCHESTRA
    PO BOX 21906 200 UNIVERSITY ST
    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 COLLECTIVE- PHASE 2 20,000
    SECOND CYCLE
    1205 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    SHAJUANDA TATE
    7628 40TH ST W 19
    UNIVERSITY PLACE,WA98466     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    SOJOURNERS
    3333 14TH ST NW SUITE 200
    WASHINGTON,DC20010     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 250
    SOLUTIONS FOR HUMANITY COMMUNITY AND THE ENVIRONMENT
    2661 NORTH PEARL STREET 344
    TACOMA,WA98407     		NONE PC: 509(A)(1) PLANNING SUPPORT FOR T-PEN/REN 15,000
    SOLUTIONS FOR HUMANITY COMMUNITY AND THE ENVIRONMENT
    2661 NORTH PEARL STREET 344
    TACOMA,WA98407     		NONE PC: 509(A)(1) RESHAPING OUR ENVIRONMENTS: COMMUNITY AT THE FOREFRONT OF OWNING OUR COMMUNITIES 20,000
    SOUTH SOUND ESTUARY ASSOCIATION
    PO BOX 2182
    OLYMPIA,WA98507     		NONE PC: 509(A)(1) INSPIRE STEWARDSHIP OF PUGET SOUND WATERS 20,000
    SPOKANE VALLEY PARTNERS
    10814 EAST BROADWAY AVENUE
    SPOKANE VALLEY,WA99206     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    ST LEO FOOD CONNECTION
    710 SOUTH 13TH STREET
    TACOMA,WA98405     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 125
    STEWARDSHIP PARTNERS
    1411 4TH AVE SUITE 1425
    SEATTLE,WA98101     		NONE PC: 509(A)(1) IMPROVING PUGET SOUND THROUGH GREEN INFRASTRUCTURE AND SUSTAINABLE LAND USE 75,000
    SUSTAINABLE AMBASSADORS
    220 2ND AVE SOUTH
    SEATTLE,WA98104     		NONE PC: 509(A)(1) SUSTAINABILITY AMBASSADORS OPERATING SUPPORT 20,000
    TACOMA COMMUNITY BOAT BUILDERS
    4540 SOUTH ADAMS
    TACOMA,WA98409     		NONE PC: 509(A)(1) TACOMA COMMUNITY BOAT BUILDERS 50,000
    TACOMA COMMUNITY HOUSE
    PO BOX 5107 1314 SOUTH L STREET
    TACOMA,WA98415     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 150
    TACOMA URBAN LEAGUE
    2550 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		NONE PC: 509(A)(1) LITTLE FREE LIBRARY 300
    TACOMA URBAN LEAGUE
    2550 SOUTH YAKIMA AVENUE
    TACOMA,WA98405     		NONE PC: 509(A)(1) HILLTOP URBAN GARDENS COMPOSTING TOILET 700
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98409     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 600
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98409     		NONE PC: 509(A)(1) HABITAT CONNECTS: GRASSROOTS LEADERSHIP DEVELOPMENT 89,600
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98409     		NONE PC: 509(A)(1) COMMUNITY GARDEN & COMMON AREA IMPROVEMENTS AT AINSWORTH VISTA 1,000
    TANZANIAN CHILDREN'S FUND
    9 WATERHOUSE STREET
    CAMBRIDGE,MA02138     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 500
    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) 2015 MEMBERSHIP DUES 6,500
    THE GRAND CINEMA
    606 S FAWCETT
    TACOMA,WA98402     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 400
    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) MOUNTAINEERS PEAK SOCIETY 1,000
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		NONE PC: 509(A)(1) FROM INNOVATION TO LEGACY: BUILDING SUSTAINABILITY IN PUGET SOUND 100,000
    THE NEIGHBORHOOD CLINIC
    1323 SOUTH YAKIMA AVE
    TACOMA,WA98405     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 500
    THE RESCUE MISSION
    1912 702 PACIFIC AVENUE
    TACOMA,WA984011912     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 300
    THE SERVANT'S WAY
    1417 SOUTH G STREET
    TACOMA,WA98405     		NONE PC: 509(A)(1) MEDITATION GARDEN PROJECT 1,000
    THE SYNERGOS INSTITUTE
    3 EAST 54TH STREET 14TH FLOOR
    NEW YORK,NY10022     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    THE TRUST FOR PUBLIC LAND
    901 5TH AVENUE SUITE 1520
    SEATTLE,WA98164     		NONE PC: 509(A)(1) CONSERVATION SERVICES AND LEADERSHIP IN THE PUGET SOUND REGION 40,000
    TINY TOTS DEVELOPMENT CENTER
    8318 RENTON AVE SOUTH
    SEATTLE,WA98118     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 100
    TOWN HALL SEATTLE
    1119 8TH AVE
    SEATTLE,WA98101     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 5,000
    TRACIE BONJOUR
    926 S SHERIDAN AVE
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    UNITED WAY OF PIERCE COUNTY
    2215 1501 PACIFIC 400
    TACOMA,WA98401     		NONE PC: 509(A)(1) BASIC NEEDS PORTFOLIO 64,000
    UNITED WAY OF PIERCE COUNTY
    2215 1501 PACIFIC 400
    TACOMA,WA98401     		NONE PC: 509(A)(1) VETERANS OF FOREIGN WARS RELIEF FUND 50,000
    UNIVERSITY DISTRICT FOOD BANK
    4731 15TH AVE NE
    SEATTLE,WA98105     		NONE PC: 509(A)(1) GENERAL OPERATING SUPPORT 3,000
    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) 2015 MATH-SCIENCE-LEADERSHIP PROGRAM 25,000
    UNIVERSITY OF WASHINGTON-MOUNT RAINIER INSTITUTE
    9010 453RD ST EAST
    EATONVILLE,WA98328     		NONE PC: 509(A)(1) MOUNT RAINIER INSTITUTE - YEAR TWO GROWTH 40,000
    UP FOR ART
    PO BOX 65145
    UNIVERSITY PLACE,WA98464     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 300
    URBAN GRACE CHURCH
    902 MARKET STREET
    TACOMA,WA98402     		NONE PC: 509(A)(1) 2015 EMPLOYEE MATCHING GIFT 5,000
    VILLA ACADEMY
    5001 NE 50TH ST
    SEATTLE,WA98105     		NONE PC: 509(A)(1) VILLANOW 2015-2016 5,000
    WASHINGTON ENVIRONMENTAL COUNCIL
    1402 3RD AVE SUITE 1400
    SEATTLE,WA98101     		NONE PC: 509(A)(1) PUGET SOUND PROTECTION AND RESTORATION 100,000
    WASHINGTON ENVIRONMENTAL COUNCIL
    1402 3RD AVE SUITE 1400
    SEATTLE,WA98101     		NONE PC: 509(A)(1) STAND UP TO OIL CAMPAIGN 45,000
    WASHINGTON STATE UNIVERSITY FOUNDATION - LID LAB
    PO BOX 641925 255 E MAIN STREET
    PULLMAN,WA991641925     		NONE PC: 509(A)(1) WASHINGTON STORMWATER CENTER 50,000
    WHIDBEY INSTITUTE
    POB 57 6449 OLD PIETILA RD
    CLINTON,WA98236     		NONE PC: 509(A)(1) CASCADIA CLIMATE COLLABORATIVE 5,000
    WHITMAN COLLEGE
    DEVELOPMENT OFFICE 345 BOGER AVE
    WALLA WALLA,WA993622083     		NONE SO I GENERAL OPERATING SUPPORT 1,000
    WRITE253
    1310 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		NONE PC: 509(A)(1) HILLTOP WOMEN'S WRITING COLLECTIVE 1,000
    YMCA OF GREATER SEATTLE
    909 4TH AVE
    SEATTLE,WA98104     		NONE PC: 509(A)(2) YMCA EARTH SERVICE CORPS YOUTH IN ACTION: STEWARDSHIP, EDUCATION & LEADERSHIP 40,000
    YOUNG WOMEN EMPOWERED
    316 4TH AVE SOUTH
    KIRKLAND,WA98033     		NONE PC: 509(A)(1) Y-WE CONNECT 20,000
    Total .................................bullet 3a 5,541,968
    bApproved for future payment
    AARON GOODGE
    3906 N 34TH ST
    TACOMA,WA98407     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    AGUEDA FERNANDEZ-WEBSTER
    PO BOX 39368
    LAKEWOOD,WA98496     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    BIANCA 'BROGAN' SHELL
    5421 S BIRMINGHAM ST
    TACOMA,WA98409     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    CASEY BRUINSMA
    1225 121ST ST S
    TACOMA,WA98444     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVE SUITE 1250
    TACOMA,WA98402     		NONE PC: 509(A)(1) COLLEGE SELECTION PLANNING 50,000
    CONTINA KEMP
    702 S J STREET
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    ELISAPETA 'BECKA' SCANLAN
    14518 WASHINGTON AVE SW
    LAKEWOOD,WA98498     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVE SUITE 1100
    TACOMA,WA98402     		NONE PC: 509(A)(1) LEA ARMSTRONG SCHOLARSHIP & ALUMNI NETWORKING PROJECT 50,000
    HAL MENG
    1521 N FIFE ST
    TACOMA,WA98406     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    HANNAH MINER
    918 S J ST APT 6
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    JONATHAN JACKSON
    2424 S 41ST ST A210
    TACOMA,WA98409     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    MELODY RODRIGUEZ
    505 N L STREET APT A
    TACOMA,WA98403     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 1,500
    NORTHWEST LEADERSHIP FOUNDATION
    1119 PACIFIC AVE STE 800
    TACOMA,WA98402     		NONE PC: 509(A)(1) ACT SIX LEADERSHIP AND SCHOLARSHIP INITIATIVE 50,000
    OBE QUARLESS
    126 121ST ST S APT 14
    TACOMA,WA98444     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
    PO BOX 7119
    TACOMA,WA98417     		NONE PC: 509(A)(1) PROGRAM ENHANCEMENT AND GENERAL OPERATING 50,000
    REBECCA PADILLA
    1323 EAST 57TH
    TACOMA,WA98404     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    SAIYARE REFAEI
    1002 S PINE ST
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    SHAJUANDA TATE
    7628 40TH ST W 19
    UNIVERSITY PLACE,WA98466     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    TRACIE BONJOUR
    926 S SHERIDAN AVE
    TACOMA,WA98405     		NONE I: INDIVIDUAL CLASS 6 FELLOWSHIP 3,000
    Total .................................bullet 3b 243,500
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		    14 513  
    4 Dividends and interest from securities....     14 2,147,541  
    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 3,994,551  
    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 -172,153 18 2,957,596  
    bLITIGATION SETTLEMENT INCOME     14 13,265  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -172,153 9,113,466 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,941,313
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 151,283 7,685   131,252

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

    TY 2015 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
    BIG HOMIE MINISTRIES INTERNATIONAL
          		6225 LAKEWOOD DR W APT 178
    UNIVERSITY PLACE,WA98467     		2015-12-22 20,000 SUPPORT THE YOUTH EMPOWERMENT PROJECT (YEP) WITH THE FOLLOWING GOALS:1) TO UNDERGIRD OUR YOUTH WITH POSITIVE RE-ENFORCEMENTS TO DETER THEM FROM VIOLENT BEHAVIORS.2) TO ESTABLISH MEANINGFUL COALITIONS AND STRATEGIC ALLIANCES TO HELP IMPROVE LIFE SKILLS AND SELF DETERMINATION.3) TO ENGAGE THE TARGETED YOUTH IN PERSONAL GROWTH PROCESSES AND ENTERPRISING ACTIVITIES. 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 ORIGINALLY MADE.         GIVEN THE TIMING OF GRANT FUNDS (PAYMENT 12/22/2015) NO FINANCIAL REPORT FOR 2015 WAS REQUESTED. ONE WILL BE SUBMITTED FOR 12/31/2016, WHICH IS WHEN THE FUNDS WILL BE EXPENDED.

    TY 2015 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).
    DONOR ADVISED FUNDS 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 2015 (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 2015 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 0 0
    DOUBLELINE 0 0
    LOOMIS SAYLES 0 0
    STONE HARBOR 0 0
    TEMPLETON 0 0
    DOUBLELINE TOTAL RET BD - I 2,521,759 2,521,759
    LOOMIS SAYLES BOND FD - INS 3,248,485 3,248,485
    STONE HARBOR EMERGING MKT DEBT FUND 1,753,932 1,753,932
    TEMPLETON GLBL BOND FD/US - ADV 2,268,829 2,268,829
    AMERICAN EXPRESS CREDIT CORP 231,482 231,482
    CITIGROUP INC 163,861 163,861
    COMCAST CORP 217,046 217,046
    CVS HLTH CORP 150,710 150,710
    ECOLAB INC 162,300 162,300
    GOLDMAN SACHS GROUP INC/THE 144,943 144,943
    INTEL CORP 232,498 232,498
    JPMORGAN CHASE & CO 235,706 235,706
    MEDTRONIC INC 237,350 237,350
    MORGAN STANLEY 154,510 154,510
    NORTHERN STS PWR CO/MN 219,237 219,237
    NOVARTIS CAPITAL CORP 236,558 236,558
    ORACLE CORP 234,272 234,272
    SANOFI-AVENTIS SA 213,621 213,621
    SCHLUMBERGER INVESTMENT SA 235,231 235,231
    TORONTO-DOMINION BANK/THE 238,421 238,421
    UNITEDHLTH GROUP INC 232,464 232,464
    VERIZON COMMUNICATIONS INC 153,570 153,570
    WELLS FARGO & CO 236,690 236,690

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APERIO 12,845,394 12,845,394
    COPELAND 2,209,975 2,209,975
    DELAWARE EMERGING MARKETS 0 0
    FIRST EAGLE GLOBAL 0 0
    HARDING LOEVNER 3,572,979 3,572,979
    IVY ASSET STRATEGY 0 0
    LEVIN 0 0
    RUSSELL LARGE CAP 19,065,974 19,065,974
    RUSSELL SMALL CAP 3,792,931 3,792,931
    WALDEN LARGE CAP 2,540,590 2,540,590
    WHITEBOX 0 0
    ABBEY CAPITAL FT STRAT FD 2,142,883 2,142,883
    FIRST EAGLE GLBL FD - I 1,981,215 1,981,215
    IVY ASSET STRATEGY FUND I 765,771 765,771
    WESTERN ASSET MACRO OPPTYS FUND 2,133,538 2,133,538
    WILLIAM BLAIR FDS 2,847,069 2,847,069
    BRECKINRIDGE 413 413

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    US Government Securities - End of Year Book Value:

    2,306,882
    US Government Securities - End of Year Fair Market Value:

    2,306,882
    State & Local Government Securities - End of Year Book Value:


    1,950,550
    State & Local Government Securities - End of Year Fair Market Value:


    1,950,550


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACM PERMANENT CROPS, LLC FMV 724,173 724,173
    ARDSLEY PARTNERS RENEWABLE ENERGY FUND, LP FMV 2,746,221 2,746,221
    CANOPY LLC FMV 278,494 278,494
    CEDAR ROCK CAPITAL PARTNERS, LLC FMV 10,226,284 10,226,284
    NORTH SKY CLEANTECH VENTURES, LP FMV 557,019 557,019
    ECOTRUST FORESTS II, LLC FMV 380,453 380,453
    GENERATION IM GLOBAL FMV 4,593,652 4,593,652
    GILBERT GLOBAL EQUITY PARTNERS, LP FMV 1,417,524 1,417,524
    KAYNE ANDERSON ENERGY FUND III (QP), LP FMV 48,472 48,472
    KAYNE ANDERSON ENERGY FUND IV (QP), LP FMV 324,257 324,257
    KAYNE ANDERSON PRIVATE INVESTORS, LP FMV 120,393 120,393
    KAYNE ANDERSON PRIVATE INVESTORS II (QP), LP FMV 0 0
    THE LYME FOREST FUND IV TE LP FMV 519,003 519,003
    PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE), LP FMV 588,486 588,486
    PORTFOLIO ADVISORS PRIVATE EQUITY FUND VII LP FMV 1,282,740 1,282,740
    PORTFOLIO ADVISORS SECONDARY FUND (OFFSHORE), LP FMV 1,338,100 1,338,100
    SELECT EQUITY FUND, LP FMV 6,649,761 6,649,761
    THE SILCHESTER INT'L INVESTORS INT'L VALUE EQUITY TRUST FMV 8,440,837 8,440,837
    SOMERSET EMERGING MARKETS SMALL CAP FUND LLC FMV 502,915 502,915
    SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP FMV 704,133 704,133
    EIG ENERGY FUND X LP FMV 370,755 370,755
    TRANS-EUROPE BUYOUT PARTNERS VI (US) LP FMV 290,687 290,687
    WASTEWATER OPPORTUNITY FUND LLC FMV 26,242 26,242
    WGI EMERGING MARKETS FUND LLC FMV 9,062,628 9,062,628

    TY 2015 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 120,369 113,749 6,620 6,620
    FURNITURE & FIXTURES 202,874 202,874 0  


    TY 2015 LegalFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 11,601 0   18,347


    TY 2015 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 0 0
    ACCRUED INCOME RECEIVABLE 122,622 104,848 104,848


    TY 2015 OtherDecreasesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Description Amount
    UNREALIZED LOSS ON SECURITIES 10,211,244


    TY 2015 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 6,834 0   6,834
    POSTAGE 697 0   697
    STAFF RECOGNITION 10,133 0   9,881
    REPAIRS & MAINTENANCE 28,694 0   25,779
    RESOURCES 36,427 0   36,427
    SERVICE CHARGES 323 0   323
    DEDUCTIONS FROM LP INVESTMENTS 522,819 666,934   0
    INSURANCE 2,443 0   2,443
    OFFICE SUPPLIES 7,264 0   7,406
    HONORARIUMS 9,609 0   9,609
    MISCELLANEOUS 0 0   739


    TY 2015 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 2,785,443 606,544 2,785,443
    LITIGATION SETTLEMENT INCOME 13,265 13,265 13,265


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 744,949 744,949   0
    PAYROLL SERVICE FEES 7,525 0   7,525
    GRANT CONSULTING 710,070 0   697,405
    CONTRACT LABOR 150,490 0   148,148


    TY 2015 TaxesSchedule
    Name:
    THE RUSSELL FAMILY FOUNDATION
    EIN:
    91-1663336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 104,914 0   0
    STATE TAXES 28,651 28,651   0
    PERSONAL PROPERTY TAX 795 0   795
    SALES & USE TAX 13 0   13
    FOREIGN TAXES 18,756 84,999   0