-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
LAIRD NORTON FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
801 2ND AVE STE 1700
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE
,
WA
981041520
A Employer identification number
91-6339917
B
Telephone number (see instructions)
(206) 501-4510
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
40,758,255
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
193,178
2
Check
.............
3
Interest on savings and temporary cash investments
981
981
4
Dividends and interest from securities
...
691,963
719,777
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
454,387
b
Gross sales price for all assets on line 6a
18,717,099
7
Capital gain net income (from Part IV, line 2)
...
454,387
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)
.......
20,342
20,342
20,342
12
Total.
Add lines 1 through 11
........
1,360,851
1,195,487
20,342
13
Compensation of officers, directors, trustees, etc.
144,375
28,875
0
115,500
14
Other employee salaries and wages
......
93,291
0
0
90,130
15
Pension plans, employee benefits
.......
49,604
6,000
0
45,611
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
22,491
4,498
0
17,993
c
Other professional fees (attach schedule)
....
154,472
139,014
0
12,257
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
59,382
22,579
0
303
19
Depreciation (attach schedule) and depletion
...
4,060
0
0
20
Occupancy
..............
12,740
2,696
0
10,044
21
Travel, conferences, and meetings
.......
105,786
1,755
0
98,238
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
29,958
11,808
0
28,028
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
676,159
217,225
0
418,104
25
Contributions, gifts, grants paid
.......
1,438,930
1,438,930
26
Total expenses and disbursements.
Add lines 24 and 25
2,115,089
217,225
0
1,857,034
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-754,238
b
Net investment income
(if negative, enter -0-)
978,262
c
Adjusted net income
(if negative, enter -0-)
...
20,342
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
42,195
200,079
200,079
2
Savings and temporary cash investments
.........
2,101,690
1,351,697
1,351,697
3
Accounts receivable
3,500
Less: allowance for doubtful accounts
4,000
3,500
3,500
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
4,104
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
27,157,867
29,242,168
29,242,168
c
Investments—corporate bonds (attach schedule)
.......
4,983,542
6,539,691
6,539,691
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
966,450
2,364,015
2,364,015
14
Land, buildings, and equipment: basis
20,300
Less: accumulated depreciation (attach schedule)
13,195
11,165
7,105
7,105
15
Other assets (describe
)
900,000
1,050,000
1,050,000
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
36,171,013
40,758,255
40,758,255
17
Accounts payable and accrued expenses
..........
16,078
22,122
18
Grants payable
.................
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
)
23
Total liabilities
(add lines 17 through 22)
.........
16,078
22,122
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
36,154,935
40,736,133
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
36,154,935
40,736,133
30
Total liabilities and net assets/fund balances
(see instructions)
.
36,171,013
40,758,255
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
36,154,935
2
Enter amount from Part I, line 27a
.....................
2
-754,238
3
Other increases not included in line 2 (itemize)
3
5,335,436
4
Add lines 1, 2, and 3
..........................
4
40,736,133
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
40,736,133
Form
990-PF
(2019)
Form 990-PF (2019)
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
P
2018-01-01
2019-12-31
b
CAPITAL GAIN DISTRIBUTION
P
2018-01-01
2019-12-31
c
LOSS ON PROGRAM-RELATED INVESTMENT TO RUDOLF STEINER FOUNDATION
P
2018-01-01
2019-12-31
d
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
18,227,768
18,162,712
65,056
b
401,242
401,242
c
88,089
100,000
-11,911
d
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
65,056
b
401,242
c
-11,911
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
454,387
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
...................
3
0
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?
Yes
No
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))
2018
1,700,253
37,696,412
0.045104
2017
1,490,470
36,817,818
0.040482
2016
1,660,305
34,010,542
0.048817
2015
2,089,889
36,096,486
0.057897
2014
2,194,715
37,826,506
0.058021
2
Total
of line 1, column (d)
.....................
2
0.250321
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.050064
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
37,322,411
5
Multiply line 4 by line 3
......................
5
1,868,509
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,783
7
Add lines 5 and 6
........................
7
1,878,292
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,107,034
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
9,783
here
and 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
9,783
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
9,783
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
27,431
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
5,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
32,431
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
22,648
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
22,648
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
WA
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.LAIRDNORTON.ORG
14
The books are in care of
KATIE BRIGGS
Telephone no.
(206) 501-4510
Located at
801 2ND AVE STE 1700
SEATTLE
WA
ZIP+4
981041520
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
KATIE BRIGGS
MANAGING DIRECTOR
40.00
144,375
19,782
2,615
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
GRAHAM BROWN
CHAIR/PRESIDENT
2.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
ANDREAS UELAND
SECRETARY
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
ADAM KUHLMANN
TREASURER
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
NORAH HEINTZ
VICE CHAIR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
DAVID KANE
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
CHRIS TAYLOR
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
HANNAH EVANS
ASSOCIATE DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
ALLISON PARKS
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
STEVEN SCOTT
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
LINDSAY HALL
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
MARYALICE PARKS
ASSOCIATE DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
KRIKOR JANSEZIAN
DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
BEATRIX EVANS
ASSOCIATE DIRECTOR
1.00
0
0
0
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
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
CADENCE MILLER
PROGRAM OFFICER
30.00
63,000
4,764
1,051
801 2ND AVE STE 1700
SEATTLE
,
WA
981041520
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
LAIRD NORTON WEALTH MANAGEMENT
INVESTMENT SERVICES
135,150
801 2ND AVE SUITE 1600
SEATTLE
,
WA
98104
Total
number of others receiving over $50,000 for professional services
.............
0
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
2
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
LONG LIVE THE KINGS (SEATTLE, WA) - TO ADDRESS CASH FLOW CHALLENGES CAUSED BY A DEFICIT IN GENERAL OPERATING FUNDS AND DEPLETION OF RESERVE FUNDS. LONG LIVE THE KINGS (A 509(A)(1) PUBLIC CHARITY) SHALL DEPLOY THESE FUNDS TO MANAGE THIS DEFICIT AND ENSURE EXPENSES ARE PAID ON A TIMELY BASIS.
250,000
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
250,000
Form
990-PF
(2019)
Form 990-PF (2019)
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
34,938,604
b
Average of monthly cash balances
.......................
1b
1,415,332
c
Fair market value of all other assets (see instructions)
................
1c
1,536,837
d
Total
(add lines 1a, b, and c)
.........................
1d
37,890,773
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
37,890,773
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
568,362
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
37,322,411
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,866,121
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,866,121
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
9,783
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
9,783
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,856,338
4
Recoveries of amounts treated as qualifying distributions
................
4
88,089
5
Add lines 3 and 4
............................
5
1,944,427
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
1,944,427
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
1,857,034
b
Program-related investments—total from Part IX-B
..................
1b
250,000
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
2,107,034
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
9,783
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,097,251
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,944,427
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
845,813
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,107,034
a
Applied to 2018, but not more than line 2a
845,813
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 2019 distributable amount
.....
1,261,221
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
683,206
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALLIANCE DEFENDING FREEDOM
15100 N 90TH ST
SCOTTSDALE
,
AZ
85260
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
4,000
AMERICAN CONSERVATORY THEATER
30 GRANT AVE
SAN FRANCISCO
,
CA
94108
PC: 509(A)(1) OR (A)
SUPPORT FOR ACTS INTENSIVE RESIDENCY PROGRAMMING (ACTSMART RESIDENCIES).
15,000
ARBOR DAY FOUNDATION
100 ARBOR AVENUE
NEBRASKA CITY
,
NE
68410
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
50
ARTHRITIS FOUNDATION - CENTRAL COAST
2261 LAS POSITAS ROAD
SANTA BARBARA
,
CA
93105
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ARTS CORPS
4408 DELRIDGE WAY SWSUITE 110
SEATTLE
,
WA
98106
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
25,000
ARTS FOR THE SCHOOLS
10833 DONNER PASS ROAD SUITE 201
TRUCKEE
,
CA
96161
PC: 509(A)(1) OR (A)
CONTINUED SUPPORT FOR ARTS FOR THE SCHOOL'S VISUAL ARTS PROGRAMMING AND OTHER PROGRAMMING DETAILED IN THE PROPOSAL.
30,000
ARTS IMPACT
4052 SW COLLEGE ST
SEATTLE
,
WA
98116
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
30,000
ARTSED WA - WASHINGTON ALLIANCE FOR ARTS EDUCATION
158 THOMAS ST 16
SEATTLE
,
WA
98109
PC: 509(A)(1) OR (A)
MEMBERSHIP TO SUPPORT ARTS ADVOCACY IN WASHINGTON STATE
1,030
AS YOU SOW
2150 KITTREDGE ST STE 450
BERKELEY
,
CA
94704
PC: 509(A)(1) OR (A)
TO SUPPORT AS YOU SOWS WORK TO HASTEN THE TRANSITION AWAY FROM COAL, OIL, AND GAS, AS WELL AS ADDRESSING THE CONNECTION BETWEEN FOSSIL FUELS AND PLASTICS.
40,000
ATLANTIC STREET CENTER
2103 SOUTH ATLANTIC STREET
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
TO SUPPORT A YOUTH SPECIALIST TO IDENTIFY MENTAL HEALTH AND ADDICTION AMONG YOUTH/YOUNG ADULTS AGES 13-21 THAT ARE PARTICIPATING IN ATLANTIC STREET CENTERS YOUTH DEVELOPMENT PROGRAMMING (YDP)
15,000
BAINBRIDGE ARTISANS RESOURCE NETWORK
8890 THREE TREE LANE NE
BAINBRIDGE ISLAND
,
WA
98110
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
500
BAINBRIDGE ISLAND ARTS AND HUMANITIES COUNCIL
221 WINSLOW WAY WEST SUITE 201
BAINBRIDGE ISLAND
,
WA
98110
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
500
BARNACLES AND BEES
865 6TH STREET 370
BREMERTON
,
WA
98337
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
750
BELLEVUE COLLEGE FOUNDATION
3000 LANDERHOLM CIRCLE SE A101
BELLEVUE
,
WA
98007
PC: 509(A)(1) OR (A)
MEMORIAL GIFT
2,500
BEN'S BELLS
40 W BROADWAY BLVD
TUCSON
,
AZ
85701
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH
5989 CENTRE AVENUE SUITE 1
PITTSBURGH
,
PA
15206
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
BOISE-ELIOTHUMBOLDT SCHOOL
620 N FREMONT STREET
PORTLAND
,
OR
97227
GOVERNMENTAL
HONORARIUM
1,000
BONNEVILLE ENVIRONMENTAL FOUNDATION
1500 SW 1ST AVE SUITE 885
PORTLAND
,
OR
97201
PC: 509(A)(1) OR (A)
TO CONTINUE ENGAGING BEF IN EXPLORATORY WORK IN THE DRIFTLESS REGION OF THE UPPER MIDWEST.
25,000
CAMP
4326 CASCO AVE
EDINA
,
MN
55424
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
600
CANCER RESEARCH WELLNESS INSTITUTE
316 MID VALLEY CENTER 230
CARMEL
,
CA
93923
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
CAPE COD THEATRE CO - HARWICH JR THEATER
PO BOX 168105 DIVISION ST
WEST HARWICH
,
MA
02671
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
4,000
CARBON CYCLE INSTITUTE
245 KENTUCKY STREET SUITE A2
PETALUMA
,
CA
94952
PC: 509(A)(1) OR (A)
TO SUPPORT CARBON CYCLE INSTITUTE'S WORK TO SCALE CARBON FARMING ACROSS CALIFORNIA.
35,000
CARBON LEADERSHIP FORUM (FISCAL AGENT UNIVERSITY OF WASHINGTON FOUNDATION)
4333 BROOKLYN AVE NE BOX 359505
SEATTLE
,
WA
981959505
PC: 509(A)(1) OR (A)
GENERATL OPERATING SUPPORT
2,500
CARING FOR CAMBODIA
3821 JUNIPER TRACESUITE 210
AUSTIN
,
TX
78738
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
7,000
CENTER FOR SUSTAINABLE INFRASTRUCTURE
120 STATE AVE NE 303
OLYMPIA
,
WA
98501
PC: 509(A)(1) OR (A)
TO SUPPORT CENTER FOR SUSTAINABLE INFRASTRUCTURE'S WORK TO BUILD THE PLATFORM FOR THE PACIFIC NORTHWEST TO BECOME A NORTH AMERICAN LEADER IN CLEAN MANUFACTURING PROCESSES THAT SHRINK CARBON FOOTPRINTS.
20,000
CHAPIN HALL AT THE UNIVERSITY OF CHICAGO
1313 E 60TH STREET
CHICAGO
,
IL
60637
PC: 509(A)(1) OR (A)
TO SUPPORT CHAPIN HALL'S PLANNING EXPENSES IN IMPLEMENTING THE UPSTREAM PROJECT PROGRAM IN TWO SCHOOL DISTRICTS WITHIN KING COUNTY
12,500
CHICAGO ARTS PARTNERSHIPS IN EDUCATION
228 SOUTH WABASH AVESUITE 500
CHICAGO
,
IL
60604
PC: 509(A)(1) OR (A)
SUPPORT FOR CAPE'S ARTS INTEGRATION RESIDENCIES IN CHICAGO PUBLIC SCHOOLS.
20,000
CHILDREN'S MIRACLE NETWORK
205 WEST 700 SOUTH
SALT LAKE CITY
,
UT
84101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
250
CHOOSE 180
1416 SW 151ST ST
BURIEN
,
WA
98166
PC: 509(A)(1) OR (A)
TO SUPPORT WRAP-AROUND SERVICES, AS WELL AS BEHAVIORAL HEALTH SPECIALIST AND SUCCESS COACH POSITIONS
22,500
CHOOSE 180
1416 SW 151ST ST
BURIEN
,
WA
98166
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
200
CITY FOREST CREDITS
999 THIRD AVE 4600
SEATTLE
,
WA
98104
PC: 509(A)(1) OR (A)
TO SUPPORT CONTINUED PROGRESS OF CITY FOREST CREDITS' URBAN FOREST REGISTRY.
20,000
COMMUNITY PARTNERS FBO SAFE PLACE FOR YOUTH
2469 S LINCOLN BLVDVENICE
VENICE
,
CA
90291
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
6,000
COMUNIDADES UNIDAS
1750 WEST RESEARCH WAYSUITE 102
WEST VALLEY CITY
,
UT
84119
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
CONEJO VALLEY CHURCH OF CHRIST
31225 LA BAYA DR SUITE 214
WESTLAKE VILLAGE
,
CA
91362
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,430
CONEJO VALLEY CHURCH OF CHRIST
31225 LA BAYA DR SUITE 214
WESTLAKE VILLAGE
,
CA
91362
PC: 509(A)(1) OR (A)
TRIBUTE GRANT
5,000
CREATIVE ACTION
1023 SPRINGDALE ROADBLDG 3 SUITE A
AUSTIN
,
TX
78721
PC: 509(A)(1) OR (A)
SUPPORT FOR CREATIVE ACTION'S SPARK SCHOOLS PROGRAMMING IN AUSTIN, TX
10,000
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SW
SEATTLE
,
WA
98106
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
250
EARTHCORPS
6310 NE 74TH STREET SUITE 201E
SEATTLE
,
WA
98115
PC: 509(A)(1) OR (A)
TO SUPPORT CONTINUATION AND EXPANSION OF EARTH CORPS' BLUE CARBON WORK IN THE PACIFIC NORTHWEST.
30,000
EARTHHEART FOUNDATION
PO BOX 146337
CHICAGO
,
IL
60614
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
4,500
EARTHJUSTICE
50 CALIFORNIA STREETSUITE 500
SAN FRANCISCO
,
CA
94111
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
500
EXPLORING THE ARTS
34-12 36TH STREETSUITE 2-100
ASTORIA
,
NY
11106
PC: 509(A)(1) OR (A)
SUPPORT FOR THE FOURTH AND FINAL YEAR OF THE 4-YEAR PLAN FOR ARTS INTEGRATION 4 NYC PARTNER HIGH SCHOOLS
20,000
EXPLORING THE ARTS
34-12 36TH STREETSUITE 2-100
ASTORIA
,
NY
11106
PC: 509(A)(1) OR (A)
SUPPORT FOR A PILOT PROGRAM WITH TURNAROUND ARTS TO BRING ARTS INTEGRATION TO 4 NYC MIDDLE SCHOOLS
20,000
FORTERRA
901 5TH AVESUITE 2200
SEATTLE
,
WA
98164
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
50
FRACTURED ATLAS INC
248 WEST 35TH STREET10TH FLOOR
NEW YORK
,
NY
10001
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
FRIENDS OF EXPLORER POST 58
5228 SW WESTWOOD VIEW
PORTLAND
,
OR
97239
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
4,000
FRIENDS OF GREAT SALT LAKE
PO BOX 2655
SALT LAKE CITY
,
UT
841102655
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
FRIENDS OF THE CHILDREN
44 NE MORRIS ST
PORTLAND
,
OR
97212
PC: 509(A)(1) OR (A)
SUPPORT FOR PROGRAM EXPANSION TO TACOMA, WA.
25,000
FRIENDS OF THE CHILDREN
44 NE MORRIS ST
PORTLAND
,
OR
97212
PC: 509(A)(1) OR (A)
SUPPORT FOR PROGRAM EXPANSION TO TACOMA, WA.
4,000
FRIENDS SCHOOL OF PORTLAND
11 US ROUTE ONE
CUMBERLAND FORESIDE
,
ME
04110
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
FUSE INNOVATION FUND
1402 3RD AVE STE 406
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
500
GIRLS ON THE RUN OF WESTSOUND
PO BOX 1003
TRACYTON
,
WA
98393
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
GLOBAL PROJECTS FOR PEACE
PO BOX 337500 N 3RD ST STE105
FAIRFIELD
,
IA
52556
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
GLOBAL WASHINGTON
1601 5TH AVENUESUITE 1900
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
GROUNDSWELL FUND
548 MARKET STREET 49734
SAN FRANCISCO
,
CA
94104
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
100
HOUSE OF RUTH
5 THOMAS CIRCLE NW
WASHINGTON
,
DC
20005
PC: 509(A)(1) OR (A)
SUPPORT FOR THE FAMILIES FIRST II PROGRAM.
6,000
JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NW
WASHINGTON
,
DC
20566
PC: 509(A)(1) OR (A)
SUPPORT FOR THE CHANGING EDUCATION THROUGH THE ARTS (CETA) PROGRAMMING.
25,000
JUNIOR LEAGUE OF HONOLULU
760 HALEKAUWILA STREETSUITE 215
HONOLULU
,
HI
96813
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,685
KENT YOUTH AND FAMILY SERVICES
232 SECOND AVE S STE 201
KENT
,
WA
98032
PC: 509(A)(1) OR (A)
TO SUPPORT COMMUNITY TRAINING TO SCHOOLS, YOUTH, LAW ENFORCEMENT, MENTAL HEALTH PROVIDERS, CLINICS, AND CIVIC GROUPS ABOUT COMMERCIALLY EXPLOITED YOUTH
20,000
KIMBALL ELEMENTARY PTSA
3200 23RD AVE S
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
1,150
KINNICKINNIC RIVER LAND TRUST
PO BOX 87
RIVER FALLS
,
WI
54022
PC: 509(A)(1) OR (A)
TO SUPPORT WORK ON CONTINUED RESTORATION AND ACCESS FOR THE KINNI HEADWATERS/TRUMPETER SWAN PRESERVE PRIORITY AREA AND WORK ON AGRICULTURAL LANDOWNER RELATIONSHIPS AND CONSERVATION EASEMENTS.
45,000
LA CASA NORTE
3533 W NORTH AVENUE
CHICAGO
,
IL
60647
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
10,000
LAKE WYLIE & CLOVER MAYDAY PROJECT
PO BOX 5123
LAKE WYLIE
,
SC
29710
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
620
LAUDHOLM TRUST
342 LAUDHOLM FARM RD
WELLS
,
ME
04090
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
LEGAL COUNSEL FOR YOUTH AND CHILDREN
PO BOX 28629SEATTLE
SEATTLE
,
WA
98118
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
25,000
LINCOLN CITY FOOD PANTRY AT COAST VINEYARD
1505 NE 6TH DRPO BOX 1260
LINCOLN CITY
,
OR
97367
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
LONG LIVE THE KINGS
1326 FIFTH AVESUITE 450
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
75,000
MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION
BOX 170
UNITY
,
ME
04988
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
MINNESOTA LAND TRUST
2356 UNIVERSITY AVE WSUITE 240
SAINT PAUL
,
MN
55114
PC: 509(A)(1) OR (A)
TO SUPPORT THE WORK OF THE TRUST IN AND AROUND WINONA.
5,000
NAMASPA FOUNDATION
1135 NW GALVESTONSUITE B
BEND
,
OR
97703
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700
WASHINGTON
,
DC
200013723
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
NAVOS
2600 SW HOLDEN STREET
SEATTLE
,
WA
98126
PC: 509(A)(1) OR (A)
TO SUPPORT THE INDEPENDENCE BRIDGE PROGRAM IN BURIEN
20,000
NEW HORIZONS MINISTRIES
2709 3RD AVE
SEATTLE
,
WA
98121
PC: 509(A)(1) OR (A)
TO SUPPORT THE CEDAR STREET AND NEST ENHANCED SHELTERS
25,000
NEW MEXICO STATE UNIVERSITY FOUNDATION INC
PO BOX 3590
LAS CRUCES
,
NM
880033590
PC: 509(A)(1) OR (A)
TO SUPPORT LAB AND FIELD RESEARCH EFFORTS FOR ISAR'S SOIL WORK.
25,000
NEXUS YOUTH AND FAMILIES
1000 AUBURN WAY SOUTH
AUBURN
,
WA
98002
PC: 509(A)(1) OR (A)
TO SUPPORT STREET OUTREACH, A YOUTH SHELTER, SCATTERED SITE HOUSING, AND TRANSITIONAL LIVING PROGRAMS FOR HOMELESS YOUTH
20,000
NFP PARENT COOPERATIVE
4127 222ND PL SE
BOTHELL
,
WA
98021
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
3,000
NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA)
5824 CLOVER DRIVE
OAKLAND
,
CA
94618
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
NICARAGUAN EDUCATION AND RESOURCE CENTER (CREA)
5824 CLOVER DRIVE
OAKLAND
,
CA
94618
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
3,000
NINOS DEL SOL
154 GRAND STREET
NEW YORK
,
NY
10013
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
NORTH COAST BALLET CALIFORNIA
110 HOWARD STREET
PETALUMA
,
CA
94952
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
3,000
NORTHWEST ABORTION ACCESS FUND
PO BOX 10894
EUGENE
,
OR
97440
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
100
OCEAN FOUNDATION
1320 19TH STREET NW5TH FLOOR
WASHINGTON
,
DC
20036
PC: 509(A)(1) OR (A)
TO OFFSET LNFF'S CARBON FOOTPRINT IN 2019 THROUGH SUPPORT FOR SEAGRASS GROW, A BLUE CARBON PROJECT OF THE OCEAN FOUNDATION
4,000
OREGON ENVIRONMENTAL COUNCIL
222 NW DAVIS STREETSUITE 309
PORTLAND
,
OR
97209
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ORINDA WOMAN'S CLUB
PO BOX 533
ORINDA
,
CA
94563
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
OUT OF THE BOX THEATRICS INC
250 W 75TH ST APT 4C
NEW YORK
,
NY
10023
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
PASADENA EDUCATIONAL FOUNDATION
351 SOUTH HUDSON AVENUE153
PASADENA
,
CA
91101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
3,000
PASADENA SYMPHONY ASSOCIATION
2 NORTH LAKE AVESUITE 1080
PASADENA
,
CA
91101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
PAWS HUMANE INC
4900 MILGEN ROAD
COLUMBUS
,
GA
31907
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
PAWS
PO BOX 1037
LYNNWOOD
,
WA
98046
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
265
PINE TREE HOSPICE
883 WEST MAIN ST
DOVERFOXCROFT
,
ME
04426
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM ST
NEW YORK
,
NY
10038
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
500
POWERFUL VOICES
1620 18TH AVE SUITE 100SEATTLE
SEATTLE
,
WA
98122
PC: 509(A)(1) OR (A)
TO SUPPORT ONE-ON-ONE MENTORSHIP AS WELL AS NEW GROUP WORKSHOPS AND DROP-IN COACHING SESSIONS FOR THE STUDENT ADVOCATE PROGRAM
25,000
PYE GLOBAL
PO BOX 1481
LANGLEY
,
WA
98260
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
3,000
RAINIER VALLEY FOOD BANK
4205 RAINIER AVE S
SEATTLE
,
WA
98118
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
250
REGIONAL ARTS & CULTURE COUNCIL
411 NW PARK AVE SUITE 101
PORTLAND
,
OR
97209
PC: 509(A)(1) OR (A)
TO SUPPORT RIGHT BRAIN INITIATIVE'S PUSH-IN PROFESSIONAL DEVELOPMENT PROGRAMMING
35,000
RHODE ISLAND COMMUNITY FOOD BANK
PO BOX 817
PROVIDENCE
,
RI
02901
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ROGUE BASIN PARTNERSHIP
PO BOX 1214
MEDFORD
,
OR
97501
PC: 509(A)(1) OR (A)
TO SUPPORT THE CAPACITY OF THIS DEVELOPING RESTORATION BACKBONE ORGANIZATION AND TO SUPPORT MEMBER ORGANIZATIONS IN IMPLEMENTING THE ROGUE BASIN RESTORATION ACTION PLAN.
90,000
ROGUE RIVER WATERSHED COUNCIL
89 ALDER ST
CENTRAL POINT
,
OR
97502
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
RYTHER
2400 NE 95TH STREET
SEATTLE
,
WA
98115
PC: 509(A)(1) OR (A)
TO SUPPORT THE TRANSITIONAL YOUTH SERVICES PROGRAM
25,000
SAINT MARY'S COLLEGE OF CALIFORNIA
1928 ST MARYS ROADPBM 4300
MORAGA
,
CA
94575
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
SAN FRANCISCO WALDORF SCHOOL ASSOCIATION
2938 WASHINGTON STREET
SAN FRANCISCO
,
CA
94115
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCA
SANTA FE
,
NM
87505
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
SAVE THE BAY
100 SAVE THE BAY DRIVE
PROVIDENCE
,
RI
02905
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
SEATTLE AQUARIUM SOCIETY
1483 ALASKAN WAY PIER 59
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
1,400
SEATTLE OFFICE OF ARTS & CULTURE (CREATIVE ADVANTAGE FISCAL SPONSOR THE SEA
PO BOX 94748
SEATTLE
,
WA
981244748
GOVERNMENTAL
SUPPORT TO BRING BOALS THEATRE OF THE OPPRESSED TECHNIQUES TO SECONDARY SCHOOL LANGUAGE ARTS AND SOCIAL STUDIES TEACHERS TO INTEGRATE THEATER IN THE NEW ETHNIC STUDIES CURRICULUM IN THE SEATTLE PUBLIC SCHOOLS (SPS)
35,000
SEATTLE WORKS
240 2ND AVE S SUITE 208
SEATTLE
,
WA
98104
PC: 509(A)(1) OR (A)
HONORARIUM
2,500
SIGHTLINE INSTITUTE
1402 THIRD AVENUE SUITE 500
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TO SUPPORT SIGHTLINE'S THIN GREEN LINE AND FARMS AND FORESTS PROGRAMS.
40,000
SING FOR YOUR SENIORS
40 W 87TH ST3A
NEW YORK
,
NY
10024
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
SMYAL
410 7TH STREET SE
WASHINGTON
,
DC
20003
PC: 509(A)(1) OR (A)
SUPPORT FOR YOUTH LEADERSHIP DEVELOPMENT PROGRAMMING.
6,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
250
SPARK NORTHWEST
1402 3RD AVESUITE 901
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ST GEORGE'S SCHOOL
372 PURGATORY ROAD
MIDDLETOWN
,
RI
02842
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ST MICHAEL'S COUNTRY DAY SCHOOL
180 RHODE ISLAND DRIVE
NEWPORT
,
RI
02840
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
ST MARGARET'S EPISCOPAL CHURCH
1830 CONNECTICUT AVENUE
WASHINGTON
,
DC
20009
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
STOLEN YOUTH
PO BOX 296
SEATTLE
,
WA
98111
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
SUNRISE MOVEMENT EDUCATION FUND
50 F STREET NWSUITE 700
WASHINGTON
,
DC
20001
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT.
2,500
TEAMCHILD
1225 SOUTH WELLER STREETSUITE 420
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
15,000
TEDDY BEAR CANCER FOUNDATION
3892 STATE STREET STE 220SANTA
BARBARA
SANTA BARBARA
,
CA
93105
PC: 509(A)(1) OR (A)
SUPPORT FOR COUNSELING GROUP FOR CHILDREN AND SCHOOL SUPPORT PROGRAMMING.
7,000
THE GREATER SEATTLE BUREAU OF FEARLESS IDEAS
8414 GREENWOOD AVE NSEATTLE
SEATTLE
,
WA
98103
PC: 509(A)(1) OR (A)
SUPPORT FOR YOUTH ADVISORY BOARD PROGRAMMING.
4,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
150
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
25,000
THE MOCKINGBIRD SOCIETY
2100 24TH AVE S SUITE 240
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
100
THE PACIFIC FOREST TRUST
1001-A OREILLY AVE
SAN FRANCISCO
,
CA
94129
PC: 509(A)(1) OR (A)
TO SUPPORT PACIFIC FOREST TRUSTS WORK TO BUILD A CONSISTENT APPROACH TO MANAGING FORESTS AND OTHER LANDS FOR CLIMATE BENEFITS ACROSS THE WEST COAST STATES.
25,000
THE SOLUTIONS PROJECT
4096 PIEDMONT AVE 728
OAKLAND
,
CA
94611
PC: 509(A)(1) OR (A)
TO SUPPORT THE SOLUTION PROJECT'S STORYTELLING AND MEDIA WORK.
25,000
THURGOOD MARSHALL PTA
2401 S IRVING STREET
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
250
TREEHOUSE
2100 24TH AVE S SUITE 200
SEATTLE
,
WA
98144
PC: 509(A)(1) OR (A)
SUPPORT FOR GRADUATION SUCCESS PROGRAM.
6,000
TROUT UNLIMITED - DRIFTLESS
E7740 HASTINGS LANE
WESTBY
,
WI
54667
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
5,000
TRUCKEE RIVER WATERSHED COUNCIL
PO BOX 8568
TRUCKEE
,
CA
96162
PC: 509(A)(1) OR (A)
GENERAL OPERATING SUPPORT
60,000
TURNAROUND ARTS (PROGRAM OF KENNEDY CENTER)
2700 F STREET NW
WASHINGTON
,
DC
20566
PC: 509(A)(1) OR (A)
SUPPORT FOR TURNAROUND ARTS' 2019 SUMMER LEADERSHIP RETREAT
40,000
UNITED INDIANS OF ALL TRIBES FOUNDATION
PO BOX 99100
SEATTLE
,
WA
98139
PC: 509(A)(1) OR (A)
TO SUPPORT THE NATIVE FOSTER YOUTH OUTDOOR EDUCATION PROGRAM
25,000
UNIVERSITY PLACE NORTH TACOMA YOUNG LIFE
3102 S 23RD ST
TACOMA
,
WA
98405
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
VALLEY STEWARDSHIP NETWORK INC
110 MAIN ST
VIROQUA
,
WI
54665
PC: 509(A)(1) OR (A)
TO SUPPORT PRODUCTION OF A RESOURCE GUIDE FOR LANDOWNERS AND VISITORS TO THE KICKAPOO; WORK ON BIRD HABITAT ENHANCEMENT; AND WORK TO BUILD ORGANIZATIONAL CAPACITY.
20,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE SUITE 1400
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TO SUPPORT POWER PAST COAL, STAND UP TO OIL, AND POWER PAST FRACKED GAS.
60,000
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVESUITE 300
SEATTLE
,
WA
98104
PC: 509(A)(1) OR (A)
EMPLOYEE MATCHING GRANT
1,000
WATER 1ST INTERNATIONAL
1904 3RD AVESTE 1012
SEATTLE
,
WA
98101
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
2,000
WELCHES SCHOOL
24901 E SALMON RIVER ROAD
WELCHES
,
OR
97067
GOVERNMENTAL
HONORARIUM
1,000
WINONA COUNTY HISTORICAL SOCIETY
160 JOHNSON ST
WINONA
,
MN
55897
PC: 509(A)(1) OR (A)
TAPROOT MATCHING GRANT
1,000
WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROAD
VIENNA
,
VA
22182
PC: 509(A)(1) OR (A)
SUPPORT FOR TEACHING ARTIST RESIDENCIES AND WORKSHOPS IN TWO CREATIVITY CONNECTS CITIES (CHARLESTON, SC, AND MILWAUKEE, WI).
20,000
Total
.................................
3a
1,438,930
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
981
4
Dividends and interest from securities
....
14
691,963
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
454,387
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PRI LOAN INTEREST
20,342
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,147,331
20,342
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,167,673
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
11A
PRI LOAN INTEREST
Form
990-PF
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description