| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 1,300 | 325 | 0 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| RELATIONSHIP OF ACTIVITIES | PART XVI-B | OVER THE PAST FEW YEARS, THE BAMFORD FOUNDATION HAS CONTINUED TO MAKE GRANTS ALIGNED WITH OUR FOUR PRIORITY GIVING AREAS, PRIMARILY WITHIN GREATER TACOMA AND PIERCE COUNTY, IN THE SPIRIT OF OUR MISSION TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES AND TO STRENGTHEN THEIR COMMUNITIES. THE FOUNDATION SUPPORTS 501C(3) NONPROFIT ORGANIZATIONS, PROGRAMS, PARTNERSHIPS, AND CAPITAL PROJECTS THAT ARE EFFECTIVE (RESEARCH-BASED); INNOVATIVE; THAT PROMOTE EQUITY, RESPECT AND DIVERSITY; AND THAT INVITE INDIVIDUALS AND FAMILIES TO USE THEIR VOICES AND RESOURCES TO STRENGTHEN THEIR COMMUNITIES. THE FOUNDATION BOARD HAS WORKED ON REFINING OUR PRIORITY GIVING AREAS THIS YEAR, WHICH ALL REFLECT THE BOARD'S VALUE OF THE TRANSFORMATIVE ROLE OF LIFELONG EDUCATION FOR INDIVIDUALS, FAMILIES AND COMMUNITIES:1. BASIC NEEDS (FOOD, CLOTHING, SHELTER, HEALTH CARE, FINANCIAL STABILITY): WE SUPPORT ORGANIZATIONS AND PROGRAMS THAT PROMOTE SELF-SUFFICIENCY THROUGH ENABLING INDIVIDUALS TO MEET THEIR BASIC NEEDS.2. EARLY LEARNING AND PARENT SUPPORT: WE PROMOTE THE HEALTHY DEVELOPMENT AND LEARNING OF YOUNG CHILDREN 0-6, OUR YOUNGEST CITIZENS, THOUGH OUR SUPPORT OF ORGANIZATIONS AND PROGRAMS WHICH IMPROVE ACCESS TO AND QUALITY OF EARLY LEARNING EXPERIENCES, SUPPORT PARENTS AS THEIR CHILDREN'S FIRST TEACHERS, AND ENHANCE PROFESSIONAL DEVELOPMENT OF THOSE WHO WORK WITH YOUNG CHILDREN.3. EXPANDED LEARNING OPPORTUNITIES: WE SUPPORT ACCESS TO (AND QUALITY OF) EXPANDED LEARNING OPPORTUNITIES FOR ALL OF OUR COMMUNITY MEMBERS, BUT IN PARTICULAR FOR CHILDREN AND YOUTH, WHICH INCLUDES PARTICIPATION IN EDUCATION-RELATED PROGRAMS IN ARTS, CULTURAL UNDERSTANDING AND CIVIC ENGAGEMENT; IN THE AREAS OF STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH); SOCIAL-EMOTIONAL LEARNING; ENVIRONMENTAL EDUCATION; AND LEARNING SUPPORT PROGRAMS (SUPPORTING DIFFERENT PATHWAYS TO LEARNING).4. ACCESS TO HIGHER EDUCATION AND JOB TRAINING OPPORTUNITIES: WE SUPPORT PROGRAMS AND ORGANIZATIONS THAT IMPROVE ACCESS TO ALL YOUTH (INCLUDING INDIVIDUALS WITH DISABILITIES) TO OPPORTUNITIES IN HIGHER EDUCATION AND VOCATIONAL TRAINING, INCLUDING PROGRAMS THAT SUPPORT STUDENTS TO COMPLETE THEIR DEGREES, AND TO IDENTIFY AND REACH THEIR ACADEMIC, CAREER AND LIFE GOALS.AREAS THAT THE FOUNDATION WILL NOT SUPPORT:- ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF ETHNIC ORIGIN,GENDER, RACE, RELIGION, OR SEXUAL ORIENTATION.- INDIVIDUALS (E.G. DIRECT GRANTS OR SCHOLARSHIPS FOR INDIVIDUALS)- RELIGIOUS OR SECTARIAN ORGANIZATIONS WHOSE PRINCIPLE ACTIVITY IS FORTHE BENEFIT OF THEIR OWN MEMBERS- BASIC RESEARCH- SPONSORSHIP- CONFERENCES- ORGANIZATIONS THAT SUPPORT VIOLENCE |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| COLUMBIA PACIFIC MULTI-ASSET FUND LP | FMV | 81,200 | 46,098 |
| COLUMBIA PACIFIC ENDOWMENT FUND LP | FMV | 3,395,000 | 3,906,315 |
| COLUMBIA PACIFIC INCOME FUND LP | FMV | 4,785,000 | 5,044,277 |
| COLUMBIA PACIFIC OPPORTUNITY FUND LP | FMV | 900,000 | 1,071,651 |
| Description | Amount |
|---|---|
| BOOK - TAX FUND ADJUSTMENT | 131,179 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PHONE, WEBSITE, OTHER | 4,474 | 0 | 0 | |
| ADMIN FEES | 1,250 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| PASS-THROUGH: COLUMBIA PACIFIC OPPORTUNITY FUND | -27,859 | -27,859 | -27,859 |
| PASS-THROUGH: COLUMBIA PACIFIC INCOME FUND | 432,412 | 432,412 | 432,412 |
| PASS-THROUGH: COLUMBIA PACIFIC ENDOWMENT FUND | 96,885 | 96,885 | 96,885 |
| PASS-THROUGH: COLUMBIA PACIFIC MULTI-ASSET FUND | 33,538 | 33,538 | 33,538 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT FEES / ADVISORY | 3,750 | 3,750 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PAYROLL TAXES | 5,110 | 767 | 4,344 | |
| FEDERAL INCOME TAXES | 11,915 | 0 | 0 |