-
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
THE BULLITT FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1501 EAST MADISON STREET NO 600
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE
,
WA
981224013
A Employer identification number
91-6027795
B
Telephone number (see instructions)
(206) 343-0807
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)
$
73,361,915
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)
92,906
2
Check
.............
3
Interest on savings and temporary cash investments
944,552
944,552
4
Dividends and interest from securities
...
603,884
603,884
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
7,416,077
b
Gross sales price for all assets on line 6a
52,975,793
7
Capital gain net income (from Part IV, line 2)
...
7,418,246
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)
.......
-59,560
31,675
0
12
Total.
Add lines 1 through 11
........
8,997,859
8,998,357
0
13
Compensation of officers, directors, trustees, etc.
543,693
383,619
0
160,074
14
Other employee salaries and wages
......
532,959
17,032
0
515,927
15
Pension plans, employee benefits
.......
307,088
114,276
0
192,813
16a
Legal fees (attach schedule)
.........
5,078
1,889
0
3,188
b
Accounting fees (attach schedule)
.......
74,555
27,744
0
46,811
c
Other professional fees (attach schedule)
....
1,165,781
476,462
0
397,186
17
Interest
...............
176,595
0
0
0
18
Taxes (attach schedule) (see instructions)
...
223,613
54,759
0
10,928
19
Depreciation (attach schedule) and depletion
...
34,840
12,968
0
20
Occupancy
..............
106,616
39,675
0
66,941
21
Travel, conferences, and meetings
.......
86,732
32,275
0
54,457
22
Printing and publications
..........
1,816
676
0
1,140
23
Other expenses (attach schedule)
.......
134,708
47,804
0
80,657
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,394,074
1,209,179
0
1,530,122
25
Contributions, gifts, grants paid
.......
8,059,006
7,039,006
26
Total expenses and disbursements.
Add lines 24 and 25
11,453,080
1,209,179
0
8,569,128
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,455,221
b
Net investment income
(if negative, enter -0-)
7,789,178
c
Adjusted net income
(if negative, enter -0-)
...
0
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
.............
2
Savings and temporary cash investments
.........
875,952
5,001,011
5,001,011
3
Accounts receivable
Less: allowance for doubtful accounts
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
..........
1,366
3,936
3,936
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
66,531,454
40,417,087
40,417,087
14
Land, buildings, and equipment: basis
283,321
Less: accumulated depreciation (attach schedule)
259,213
58,948
24,108
24,108
15
Other assets (describe
)
18,682,036
27,915,773
27,915,773
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
86,149,756
73,361,915
73,361,915
17
Accounts payable and accrued expenses
..........
78,846
36,354
18
Grants payable
.................
340,000
1,020,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
10,700,000
22
Other liabilities (describe
)
196,950
113,636
23
Total liabilities
(add lines 17 through 22)
.........
11,315,796
1,169,990
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
74,833,960
72,191,925
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)
.....
74,833,960
72,191,925
30
Total liabilities and net assets/fund balances
(see instructions)
.
86,149,756
73,361,915
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
74,833,960
2
Enter amount from Part I, line 27a
.....................
2
-2,455,221
3
Other increases not included in line 2 (itemize)
3
654
4
Add lines 1, 2, and 3
..........................
4
72,379,393
5
Decreases not included in line 2 (itemize)
5
187,468
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
72,191,925
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
CAPITAL GAIN DISTRIBUTIONS
P
2019-12-31
b
SEALTH PUBLICLY TRADED SECURITIES
2019-12-31
c
BOSTON COMMON PUBLICLY TRADED SECURITIES
2019-12-31
d
BLAIR PLEDGED PUBLICLY TRADED SECURITIES
2019-12-31
e
PARAMETRIC PUBLICLY TRADED SECURITIES
2019-12-31
PASS THRU FROM GENERATION IM GLOBAL EQUITY FUND, LLC
P
2019-12-31
PASS THRU FROM METROPOLITAN REAL ESTATE PARTNERS GLOBAL II-T, LP
P
2019-12-31
PASS THRU FROM LEGACY VENTURE IV, LLC
P
2019-12-31
PASS THRU FROM SUSTAINABILITY INVESTMENT FUND 2007
P
2019-12-31
UBTI FROM METROPOLITAN REAL ESTATE PARTNERS GLOBAL II-T, LP
P
2019-12-31
GAIN REPORTED ON 990-T
P
2019-12-31
PASS THRU FROM EQUILIBRIUM PARTNERS I, LP
P
2019-12-31
UBTI FROM LEGACY IV, LP
P
2019-12-31
(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
24,921
24,921
b
18,476,088
15,264,701
3,211,387
c
5,528,594
3,521,422
2,007,172
d
13,723,249
13,335,183
388,066
e
13,129,926
13,411,073
-281,147
1,999,337
1,999,337
47,075
47,075
44,434
44,434
25,168
-25,168
0
1,147
1,147
1,022
1,022
0
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
24,921
b
3,211,387
c
2,007,172
d
388,066
e
-281,147
1,999,337
47,075
44,434
-25,168
0
1,147
1,022
0
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
7,418,246
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
6,221,505
74,454,309
0.083561
2017
6,693,416
76,031,892
0.088034
2016
7,080,498
75,052,872
0.094340
2015
7,336,899
81,165,934
0.090394
2014
9,450,316
86,303,838
0.109501
2
Total
of line 1, column (d)
.....................
2
0.465830
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
0.093166
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
57,722,303
5
Multiply line 4 by line 3
......................
5
5,377,756
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
77,892
7
Add lines 5 and 6
........................
7
5,455,648
8
Enter qualifying distributions from Part XII, line 4
,.............
8
8,569,128
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
77,892
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
77,892
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
77,892
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
152,019
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
8,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
160,019
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
82,127
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
82,127
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
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)
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
Yes
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 address
WWW.BULLITT.ORG
14
The books are in care of
SALLEY ANDERSON
Telephone no.
(206) 343-0807
Located at
1501 EAST MADISON STREET
SEATTLE
WA
ZIP+4
98122
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
DENIS HAYES
PRESIDENT & CEO
70.00
352,350
55,858
2,527
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
SALLEY ANDERSON
CFO & TREASURER
50.00
191,343
37,777
520
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
RODNEY BROWN
CHAIR
2.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
MAUD DAUDON
TRUSTEE
2.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
HARRIET BULLITT
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
MARTHA KONGSGAARD
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
ERIM GOMEZ
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
WILLIAM RUCKELSHAUS
VICE CHAIR
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
LISA GRAUMLICH
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
FRANK GREER
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
MARK EDLEN
TRUSTEE
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
JESSIE WOOLLEY-WILSON
SECRETARY
1.00
0
0
0
C/O THE BULLITT FOUNDATION 1501 E
MADISON STREET 600
SEATTLE
,
WA
98122
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
STEVEN WHITNEY
SENIOR PROGRAM OFFIC
50.00
161,805
36,044
200
1501 E MADISON 600
SEATTLE
,
WA
98122
RASHAD MORRIS
PROGRAM OFFICER
45.00
142,944
35,277
0
1501 E MADISON 600
SEATTLE
,
WA
98122
NEELIMA SHAH
PROGRAM OFFICER
45.00
143,051
32,394
100
1501 E MADISON 600
SEATTLE
,
WA
98122
MARY MCNAIR
GRANTS ADMINISTRATOR
40.00
85,160
23,966
693
1501 E MADISON 600
SEATTLE
,
WA
98122
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
DO BIG THINGS
SOCIAL MEDIA CONSULTANT
350,000
PO BOX 128
MILL VALLEY
,
CA
94942
TRACY LOUISE STANTON
PROJECT DIRECTOR
102,425
1534 MADRONA DRIVE
SEATTLE
,
WA
98122
ROB K HARMON & COMPANY
ENVIRONMENTAL CONSULTING
63,750
PO BOX 2777
VASHON
,
WA
98070
GROUNDWORK STRATEGIES
PR CONSULTANT
60,000
6120 PHINNEY AVENUE NORTH
SEATTLE
,
WA
98103
KING & OLIASON
TAX PREPARATION AND CONSULTING
53,934
200 W MERCER ST SUITE E300
SEATTLE
,
WA
98119
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
NONE
0
2
All other program-related investments. See instructions.
3
0
Total.
Add lines 1 through 3
.........................
0
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
41,116,219
b
Average of monthly cash balances
.......................
1b
6,066,595
c
Fair market value of all other assets (see instructions)
................
1c
11,418,509
d
Total
(add lines 1a, b, and c)
.........................
1d
58,601,323
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
58,601,323
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
879,020
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
57,722,303
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,886,115
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
2,886,115
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
77,892
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
77,892
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,808,223
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,808,223
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
2,808,223
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
8,569,128
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
8,569,128
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
77,892
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
8,491,236
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
2,808,223
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
3,641,732
b
From 2015
......
2,792,562
c
From 2016
......
2,700,845
d
From 2017
......
540,441
e
From 2018
......
2,631,120
f
Total
of lines 3a through e
........
12,306,700
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
8,569,128
a
Applied to 2018, 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 2019 distributable amount
.....
2,808,223
e
Remaining amount distributed out of corpus
5,760,905
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
18,067,605
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
..........
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
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
3,641,732
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
14,425,873
10
Analysis of line 9:
a
Excess from 2015
....
2,792,562
b
Excess from 2016
....
2,700,845
c
Excess from 2017
....
540,441
d
Excess from 2018
....
2,631,120
e
Excess from 2019
....
5,760,905
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 e-mail address of the person to whom applications should be addressed:
THE BULLITT FOUNDATION
1501 EAST MADISON STREET 600
SEATTLE
,
WA
98122
(206) 343-0807
b
The form in which applications should be submitted and information and materials they should include:
SEE THE WEBSITE BULLITT.ORG/GRANTMAKING FOR THE GRANTMAKING PROCESS
c
Any submission deadlines:
SUBMISSION DEADLINES ARE MAY 1 AND NOVEMBER 1.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GEOGRAPHICAL RESTRICTIONS - LIMITED TO THE PACIFIC NORTHWEST CHARITABLE FIELD RESTRICTIONS - LIMITED TO ENVIRONMENTAL GENERAL RESTRICTIONS - AWARDS WILL GENERALLY ONLY BE MADE TO 501(C)(3) ORGANIZATIONS
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
350 PDX
1820 NE 21ST AVE
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
35,000
AFFILIATED TRIBES OF NORTHWEST INDIANS
6636 NE SANDY BLVD
PORTLAND
,
OR
97213
N/A
PC
PROJECT SUPPORT
40,000
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE STE 600
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
35,000
ASIAN PACIFIC AMERICAN NETWORK OF OREGON
2788 SE 82ND AVE SUITE 203
PORTLAND
,
OR
97266
N/A
PC
GENERAL SUPPORT
40,000
CARPE DIEM WEST
PO BOX 3008
SAUSALITO
,
CA
94966
N/A
PC
GENERAL SUPPORT
75,500
CASCADE BICYCLE CLUB
7787 62ND AVE NE
SEATTLE
,
WA
98115
N/A
PC
PROJECT SUPPORT
40,000
CENTER FOR SUSTAINABLE ECONOMY
PO BOX 393
WEST LINN
,
OR
97068
N/A
PC
PROJECT SUPPORT
40,000
CENTER FOR SUSTAINABLE INFRASTRUCTURE
120 STATE AVE NE SUITE 303
OLYMPIA
,
WA
98501
N/A
PC
PROJECT SUPPORT
50,000
CHARITABLE PARTNERSHIP FUND
PO BOX 13276
PORTLAND
,
OR
97213
N/A
PC
PROJECT SUPPORT
20,000
CITIZENS FOR A HEALTHY BAY
535 DOCK ST SUITE 213
TACOMA
,
WA
98402
N/A
PC
GENERAL SUPPORT
40,000
CITIZENS UTILITY BOARD
610 SW BROADWAY SUITE 400
PORTLAND
,
OR
97205
N/A
PC
PROJECT SUPPORT
35,000
CITY OF PORTLAND BUREAU OF PLANNING AND SUSTAINABILITY
1900 SW 4TH AVENUE SUITE 7100
PORTLAND
,
OR
97201
N/A
GOV - GOVERNMENT AGE
PROJECT SUPPORT
50,000
CITY OF SEATTLE
710 2ND AVE 10TH FL
SEATTLE
,
WA
98104
N/A
GOV - GOVERNMENT AGE
PROJECT SUPPORT
10,000
CLEAN ENERGY TRANSITION INSTITUTE
5721 16TH AVENUE NE
SEATTLE
,
WA
98105
N/A
PC
PROJECT SUPPORT
30,000
CLEAN PRODUCTION ACTION
1310 BROADWAY SUITE 101
SOMERVILLE
,
MA
02144
N/A
PC
PROJECT SUPPORT
40,000
COALITION OF COMMUNITIES OF COLOR
221 NW SECOND AVENUE STE 303
PORTLAND
,
OR
97209
N/A
PC
PROJECT SUPPORT
50,000
COLTURA
110 PREFONTAINE PL S STE 304
SEATTLE
,
WA
98104
N/A
PC
PROJECT SUPPORT
30,000
COLUMBIA LAND TRUST
850 OFFICERS ROW
VANCOUVER
,
WA
98661
N/A
PC
PROJECT SUPPORT
40,000
COLUMBIA RIVERKEEPER
407 PORTWAY SUITE 301
HOOD RIVER
,
OR
97031
N/A
PC
PROJECT SUPPORT
35,000
COLUMBIA SLOUGH WATERSHED COUNCIL
7040 NE 47TH AVE
PORTLAND
,
OR
97218
N/A
PC
PROJECT SUPPORT
20,000
COMMUNITY CYCLING CENTER
1805 NE 2ND AVE
PORTLAND
,
OR
97212
N/A
PC
PROJECT SUPPORT
20,000
CONSERVATION NORTHWEST
1829 10TH AVE W SUITE B
SEATTLE
,
WA
98119
N/A
PC
PROJECT SUPPORT
40,000
CRAG LAW CENTER
3141 E BURNSIDE ST
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
30,000
DUWAMISH RIVER CLEANUP COALITION
PO BOX 3885
SEATTLE
,
WA
98124
N/A
PC
PROJECT SUPPORT
30,000
EARTH DAY NETWORK
1752 N STREET NW SUITE 700RN
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
1,275,000
EARTH ECONOMICS
107 N TACOMA AVENUE
TACOMA
,
WA
98403
N/A
PC
PROJECT SUPPORT
37,000
EARTH MINISTRY
5515 PHINNEY AVE N
SEATTLE
,
WA
98103
N/A
PC
PROJECT SUPPORT
25,000
EARTHCORPS
6310 NE 74TH STREET 201E
SEATTLE
,
WA
98115
N/A
PC
GENERAL SUPPORT
25,000
ECODISTRICTS
2716 SE 23RD AVE
PORTLAND
,
OR
97202
N/A
PC
PROJECT SUPPORT
60,000
ECOTRUST
721 NW NINTH AVENUE STE 200
PORTLAND
,
OR
97209
N/A
PC
PROJECT SUPPORT
50,000
ENVIRONMENTAL PROTECTION NETWORK
PO BOX 42022
WASHINGTON
,
DC
20015
N/A
PC
PROJECT SUPPORT
100,000
FACING HOMELESSNESS
4001 9TH AVE NE
SEATTLE
,
WA
98105
N/A
PC
PROJECT SUPPORT
35,000
FOREST PARK CONSERVANCY
833 SW 11TH AVE
PORTLAND
,
OR
97205
N/A
PC
PROJECT SUPPORT
20,000
FOREST STEWARDSHIP COUNCIL - US
708 FIRST STREET NORTH SUITE 235
MINNEAPOLIS
,
MN
55401
N/A
PC
PROJECT SUPPORT
50,000
FORTERRA
901 FIFTH AVE SUITE 2200
SEATTLE
,
WA
98164
N/A
PC
PROJECT SUPPORT
175,000
FORTH MOBILITY FUND
1450 NW 18TH AVE
PORTLAND
,
OR
97209
N/A
PC
PROJECT SUPPORT
50,000
FRIENDS OF THE COLUMBIA GORGE
333 SW 5TH AVE SUITE 300
PORTLAND
,
OR
97204
N/A
PC
PROJECT SUPPORT
30,000
FUNDERS' NETWORK FOR SMART GROWTH & LIVABLE COMMUNITIES
6705 SW 57TH AVENUE SUITE 700
CORAL GABLES
,
FL
33143
N/A
PC
PROJECT SUPPORT
10,000
FUSE INNOVATION FUND
1402 THIRD AVENUE SUITE 310
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
70,000
FUTUREWISE
816 SECOND AVENUE STE 200
SEATTLE
,
WA
98104
N/A
PC
GENERAL SUPPORT
78,000
GRIST
1201 WESTERN AVE SUITE 410
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
25,000
HEALTHCARE WITHOUT HARM
12355 SUNRISE VALLEY DR SUITE 680
RESTON
,
VA
20191
N/A
PC
PROJECT SUPPORT
60,000
HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY
1326 FIFTH AVENUE SUITE 230
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
65,000
INTERNATIONAL LIVING FUTURE INSTITUTE
2420 NE SANDY BLVD SUITE 201
PORTLAND
,
OR
97232
N/A
PC
GENERAL SUPPORT
111,250
KING COUNTY DEPT OF NATURAL RESOURCES & PARKS
201 S JACKSON ST STE 700
SEATTLE
,
WA
98104
N/A
GOV - GOVERNMENT AGE
PROJECT SUPPORT
12,500
KUOW
4518 UNIVERSITY WAY NE SUITE 310
SEATTLE
,
WA
98105
N/A
PC
PROJECT SUPPORT
50,000
LATINO COMMUNITY FUND OF WASHINGTON STATE
220 SECOND AVE S 103
SEATTLE
,
WA
98104
N/A
PC
PROJECT SUPPORT
60,000
NEIGHBORS FOR CLEAN AIR
PO BOX 10544
PORTLAND
,
OR
97296
N/A
PC
PROJECT SUPPORT
60,000
NORTHWEST EARTH INSTITUTE
107 SE WASHINGTON STREET STE 251
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
100,000
NORTHWEST ECOBUILDING GUILD
120 STATE AVENUE NE 563
OLYMPIA
,
WA
98124
N/A
PC
PROJECT SUPPORT
30,000
NORTHWEST NATURAL RESOURCE GROUP
2701 1ST AVE SUITE 240
SEATTLE
,
WA
98121
N/A
PC
PROJECT SUPPORT
35,000
NW ENERGY COALITION
811 FIRST AVE 305
SEATTLE
,
WA
98104
N/A
PC
PROJECT SUPPORT
116,350
OPAL ENVIRONMENTAL JUSTICE OREGON
3202 SE 82ND AVENUE SUITE B
PORTLAND
,
OR
97266
N/A
PC
PROJECT SUPPORT
55,000
OREGON LCV EDUCATION FUND
133 SW 2ND AVENUE SUITE 200
PORTLAND
,
OR
97204
N/A
PC
GENERAL SUPPORT
35,000
OREGON PHYSICIANS FOR SOCIAL RESPONSIBILITY
1020 SW TAYLOR ST SUITE 275
PORTLAND
,
OR
97205
N/A
PC
PROJECT SUPPORT
30,000
OUR CLIMATE EDUCATION FUND
333 SE 2ND AVE
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
30,000
PARTNERS FOR LIVABLE COMMUNITIES
740 15TH ST NW 339
WASHINGTON
,
DC
20005
N/A
PC
PROJECT SUPPORT
25,000
PCC FARMLAND TRUST
1402 THIRD AVE 709
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
40,000
PORTLAND STATE UNIVERSITY FOUNDATION
PO BOX 243
PORTLAND
,
OR
97207
N/A
PC
PROJECT SUPPORT
110,000
PUGET SOUND SAGE
414 MAYNARD AVE S
SEATTLE
,
WA
98104
N/A
PC
PROJECT SUPPORT
60,000
RE SOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STREET
BELLINGHAM
,
WA
98225
N/A
PC
PROJECT SUPPORT
40,000
RECODE
6607 SE SCOTT DRIVE
PORTLAND
,
OR
97215
N/A
PC
GENERAL SUPPORT
16,000
RENEWABLE NORTHWEST PROJECT
421 SW 6TH AVENUE SUITE 975
PORTLAND
,
OR
97204
N/A
PC
PROJECT SUPPORT
86,800
RESOURCE MEDIA
9450 SW GEMINI DRIVE 59115
BEAVERTON
,
OR
97008
N/A
PC
PROJECT SUPPORT
60,000
ROCKEFELLER PHILANTHROPHY ADVISORS
322 8TH AVENUE SUITE 601
NEW YORK
,
NY
10001
N/A
PC
PROJECT SUPPORT
200,000
SALMON-SAFE
1001 SE WATER AVE STE 450
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
40,000
SEATTLE AUDUBON SOCIETY
8050 35TH AVENUE NE
SEATTLE
,
WA
98115
N/A
PC
PROJECT SUPPORT
40,000
SEATTLE FOUNDATION
1601 FIFTH AVENUE SUITE 1900
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
45,000
SEATTLE NEIGHBORHOOD GREENWAYS
220 2ND AVE S 100
SEATTLE
,
WA
98104
N/A
PC
GENERAL SUPPORT
50,000
SIGHTLINE INSTITUTE
1402 THIRD AVENUE 500
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
95,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23532 CALABASAS ROAD SUITE A
CALABASAS
,
CA
91302
N/A
PC
PROJECT SUPPORT
30,000
SOCIETY OF ENVIRONMENTAL JOURNALISTS
1629 K ST NW
WASHINGTON
,
DC
20006
N/A
PC
GENERAL SUPPORT
150,000
SPARK NORTHWEST
1402 THIRD AVENUE SUITE 901
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
50,000
STEWARDSHIP PARTNERS
80 YESLER WAY 315
SEATTLE
,
WA
98104
N/A
PC
PROJECT SUPPORT
25,000
STREET TRUST
618 NW GLISAN STREET SUITE 401
PORTLAND
,
OR
97209
N/A
PC
PROJECT SUPPORT
35,000
STUDENT CONSERVATION ASSOCIATION
4601 N FAIRFAX DRIVE SUITE 900
ARLINGTON
,
VA
22203
N/A
PC
PROJECT SUPPORT
35,000
SUNRISE MOVEMENT EDUCATION FUND
50 F ST NW SUITE 700
WASHINGTON
,
DC
20001
N/A
PC
GENERAL SUPPORT
200,000
SUSTAINABLE NORTHWEST
1130 SW MORRISON ST SUITE 510
PORTLAND
,
OR
97205
N/A
PC
PROJECT SUPPORT
30,000
THE POWER SHIFT NETWORK
1875 CONNECTICUT AVENUE NW - 10TH
FLOOR
WASHINGTON
,
DC
20009
N/A
PC
PROJECT SUPPORT
50,000
THE WILDERNESS SOCIETY
1615 M STREET NW
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
40,000
THURSTON CLIMATE ACTION TEAM
PO BOX 13324
OLYMPIA
,
WA
98508
N/A
PC
PROJECT SUPPORT
20,000
TINY TREES
900 FIRST AVE S 205
SEATTLE
,
WA
98134
N/A
PC
PROJECT SUPPORT
30,000
TOXIC-FREE FUTURE
4649 SUNNYSIDE AVENUE N SUITE 540
SEATTLE
,
WA
98103
N/A
PC
PROJECT SUPPORT
75,000
TRANSPORTATION CHOICES COALITION
1402 3RD AVE SUITE 310
SEATTLE
,
WA
98101
N/A
PC
GENERAL SUPPORT
80,000
TUALATIN RIVERKEEPERS
11675 SW HAZELBROOK RD
TUALATIN
,
OR
97062
N/A
PC
PROJECT SUPPORT
35,000
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210
SEATTLE
,
WA
98195
N/A
PC
PROJECT SUPPORT
258,271
URBAN SUSTAINABILITY DIRECTORS NETWORK
1624 VIOLA CIRCLE
PORT WASHINGTON
,
WI
53074
N/A
PC
PROJECT SUPPORT
75,000
VERDE
6899 NE COLUMBIA BLVD SUITE A
PORTLAND
,
OR
97218
N/A
PC
PROJECT SUPPORT
75,000
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVENUE 1400
SEATTLE
,
WA
98101
N/A
PC
PROJECT SUPPORT
215,000
WASHINGTON GREEN SCHOOLS
4649 SUNNYSIDE AVENUE N
SEATTLE
,
WA
98103
N/A
PC
PROJECT SUPPORT
45,000
WASHINGTON PHYSICIANS FOR SOCIAL RESPONSIBILITY
4500 9TH AVE NE SUITE 300
SEATTLE
,
WA
98105
N/A
PC
PROJECT SUPPORT
20,000
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641925
PULLMAN
,
WA
99164
N/A
PC
PROJECT SUPPORT
35,000
WASHINGTON WILDLIFE AND RECREATION COALITION
1402 THIRD AVE 507
SEATTLE
,
WA
98101
N/A
PC
GENERAL SUPPORT
25,000
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET - MAIL STOP 9034
BELLINGHAM
,
WA
98225
N/A
PC
PROJECT SUPPORT
50,000
WILLAMETTE PARTNERSHIP
4640 SW MACADAM AVENUE SUITE 50
PORTLAND
,
OR
97239
N/A
PC
PROJECT SUPPORT
40,000
WILLAMETTE RIVERKEEPER
1515 SE WATER AVE 102
PORTLAND
,
OR
97214
N/A
PC
PROJECT SUPPORT
35,000
WINDWARD FUND
1201 CONNECTICUT AVE NW 300
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
100,000
XERCES SOCIETY FOR INVERTEBRATE CONSERVATION
628 NE BROADWAY SUITE 200
PORTLAND
,
OR
97232
N/A
PC
GENERAL SUPPORT
25,000
COLLEGE ACCESS NOW
3211 MARTIN LUTHER KING JR WAY
SOUTHSUITE A
SEATTLE
,
WA
98144
N/A
PC
GENERAL SUPPORT
300
COMMUNITY TO COMMUNITY
203 W HOLLY ST SUITE 311
BELLINGHAM
,
WA
98225
N/A
PC
GENERAL SUPPORT
125
CONSERVATION NORTHWEST
1829 10TH AVE W SUITE B
SEATTLE
,
WA
98119
N/A
PC
GENERAL SUPPORT
300
ECOTRUST
721 NW NINTH AVENUE 200
PORTLAND
,
OR
97209
N/A
PC
GENERAL SUPPORT
5,000
EEANM
PO BOX 36958
ALBUQUERQUE
,
NM
87176
N/A
PC
GENERAL SUPPORT
300
EL MORRO AREA ARTS COUNCIL
PO BOX 296
RAMAH
,
NM
87321
N/A
PC
GENERAL SUPPORT
300
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001
CINCINNATI
,
OH
45277
N/A
PC
GENERAL SUPPORT
5,000
GONZAGA UNIVERSITY
502 E BOONE AVE
SPOKANE
,
WA
99258
N/A
PC
GENERAL SUPPORT
300
KUOW
4518 UNIVERSITY WAY NE SUITE 310
SEATTLE
,
WA
98105
N/A
PC
GENERAL SUPPORT
50
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK
,
NY
10573
N/A
PC
GENERAL SUPPORT
225
NATIVE PLANT SOCIETY OF NEW MEXICO
PO BOX 35388
ALBUQUERQUE
,
NM
87176
N/A
PC
GENERAL SUPPORT
100
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE SUITE 400
SEATTLE
,
WA
98104
N/A
PC
GENERAL SUPPORT
300
OCEANS INITIATIVE
2235 FAIRVIEW AVE E
SEATTLE
,
WA
98102
N/A
PC
GENERAL SUPPORT
5,000
OH BE DOGFUL RESCUE
336 BUCKLEY DR
CRESTED BUTTE
,
CO
81224
N/A
PC
GENERAL SUPPORT
750
OLD DOG HAVEN
PO BOX 1409
OAK HARBOR
,
WA
98277
N/A
PC
GENERAL SUPPORT
200
OPEN ARMS PERINATAL SERVICES
2524 16TH AVE S 207A
SEATTLE
,
WA
98144
N/A
PC
GENERAL SUPPORT
375
OSO VISTA RANCH PROJECT
PO BOX 430
PINEHILL
,
NM
87357
N/A
PC
GENERAL SUPPORT
750
PAWS
PO BOX 1037
LYNNWOOD
,
WA
98046
N/A
PC
GENERAL SUPPORT
75
RAINIER VALLEY CORPS
1225 S WELLER STREET 400
SEATTLE
,
WA
98144
N/A
PC
GENERAL SUPPORT
1,060
SAINT MARK'S EPISCOPAL CATHEDRAL
1245 10TH AVE E
SEATTLE
,
WA
98102
N/A
PC
GENERAL SUPPORT
5,000
SANTA FE COMMUNITY ORCHESTRA
1000 CORDOVA PLACE 211
SANTA FE
,
NM
87505
N/A
PC
GENERAL SUPPORT
300
SEATTLE AUDUBON SOCIETY
8050 35TH AVE NE
SEATTLE
,
WA
98115
N/A
PC
GENERAL SUPPORT
5,750
SEATTLE GIRLS' SCHOOL
2706 S JACKSON ST
SEATTLE
,
WA
98144
N/A
PC
GENERAL SUPPORT
150
SEATTLE HUMANE
13212 SE EASTGATE WAY
BELLEVUE
,
WA
98005
N/A
PC
GENERAL SUPPORT
75
SODA MOUNTAIN WILDERNESS COUNCIL
PO BOX 512
ASHLAND
,
OR
97520
N/A
PC
GENERAL SUPPORT
200
SUMMER SEARCH
635 ANDOVER PARK W 200
TUKWILA
,
WA
98188
N/A
PC
GENERAL SUPPORT
375
SUSTAINABLE SEATTLE
220 2ND AVE S
SEATTLE
,
WA
98104
N/A
PC
GENERAL SUPPORT
5,750
THE WILDERNESS SOCIETY
1615 M STREET NW
WASHINGTON
,
DC
20036
N/A
PC
GENERAL SUPPORT
375
THORNTON CREEK PARENT GROUP
7712 40TH AVE NE
SEATTLE
,
WA
98115
N/A
SOUNK
GENERAL SUPPORT
825
TOXIC-FREE FUTURE
4649 SUNNYSIDE AVE N SUITE 540
SEATTLE
,
WA
98103
N/A
PC
GENERAL SUPPORT
5,000
UNIVERSITY OF WASHINGTON FOUNDATION
PO BOX 353055
SEATTLE
,
WA
98195
N/A
PC
GENERAL SUPPORT
375
URBAN GREENSPACES INSTITUTE
PO BOX 6903
PORLAND
,
OR
97228
N/A
PC
GENERAL SUPPORT
150
WASHINGTON ENVIRONMENTAL COUNCIL
1402 3RD AVE 1400
SEATTLE
,
WA
98101
N/A
PC
GENERAL SUPPORT
250
WASHINGTON GREEN SCHOOLS
4649 SUNNYSIDE AVE N SUITE 305
SEATTLE
,
WA
98103
N/A
PC
GENERAL SUPPORT
4,500
WASHINGTON PROGRESS FUND
1402 3RD AVE STE 201
SEATTLE
,
WA
98101
N/A
PC
GENERAL SUPPORT
1,500
THE LIVING BREATH FOUNDATION
2031 MARSALA CTR
MONTEREY
,
CA
93940
N/A
PC
GENERAL SUPPORT
250
MARIA BLANCAS
SEFS BOX 352100
SEATTLE
,
WA
98195
N/A
INDIVIDUAL
FELLOWSHIP AWARD
50,000
CITY OF VANCOUVER
453 WEST 12TH AVENUE
VANCOUVER
,
BRITISH COLUMBIA
V5Y 1V4
CA
N/A
GOV-FOREIGN GOVERNME
PROJECT SUPPORT
27,000
COMMUNITY ENERGY ASSOCIATION
PO BOX 20129
VANCOUVER
,
BRITISH COLUMBIA
V5Z 1E0
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
50,000
FARMFOLKCITYFOLK SOCIETY
2214 SUN VALLEY DRIVE
NANAIMO
,
BRITISH COLUMBIA
V9T 6E8
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
31,500
GEORGIA STRAIT ALLIANCE
SUITE 90 MEZZANINE 425 CARRALL ST
VANCOUVER
,
BRITISH COLUMBIA
V6B 6E3
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
40,000
HUB
312 MAIN ST
VANCOUVER
,
BRITISH COLUMBIA
V6A 2T2
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
30,000
INSTITUTE FOR NEW ECONOMICS
PO BOX 8542
VICTORIA
,
BRITISH COLUMBIA
V8W 3S2
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
30,000
SIMON FRASER UNIVERSITY
8888 UNIVERSITY DRIVE
BURNABY
,
BRITISH COLUMBIA
V5A 1S6
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
40,000
WATERSHED WATCH SALMON SOCIETY
301 - 3007 GLEN DRIVE UNIT 9
COQUITLAM
,
BRITISH COLUMBIA
V3B 2P7
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
22,500
RAINCOAST CONSERVATION FOUNDATION
PO BOX 2429
SIDNEY
,
BRITISH COLUMBIA
V8L 3Y3
CA
N/A
PC - EQUIVALENCY DET
PROJECT SUPPORT
35,000
Total
.................................
3a
7,039,006
b
Approved for future payment
NATURE CONSERVANCY
74 WALL STREET
SEATTLE
,
WA
98121
N/A
PC
GENERAL SUPPORT
5,000
MARIA BLANCAS
SEFS BOX 352100
SEATTLE
,
WA
98195
N/A
INDIVIDUAL
FELLOWSHIP AWARD
50,000
EARTH ADVANTAGE GRANT
623 SW OAK 300
PORTLAND
,
OR
97205
N/A
PC
PROJECT SUPPORT
40,000
ROCKEFELLER PHILANTHROPY ADVISORS
6 W 48TH ST
NEW YORK
,
NY
10036
N/A
PC
PROJECT SUPPORT
100,000
EARTH DAY NETWORK
1752 N STREET NW RNSUITE 700
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
775,000
URBAN SUSTAINABILITY DIRECTORS NETWORK
1624 VIOLA CIRCLE
PORT WASHINGTON
,
WI
53074
N/A
PC
PROJECT SUPPORT
50,000
Total
.................................
3b
1,020,000
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
944,552
4
Dividends and interest from securities
....
14
603,884
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
.....
14
665
8
Gain or (loss) from sales of assets other than
inventory
............
523000
-1,147
18
7,418,246
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
LOSS FROM FUNCTIONALLY RELATED BUSINESS
0
0
-108,000
b
PARTNERSHIP INCOME
900099
-15,100
01
31,010
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-16,247
8,998,357
-108,000
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,874,110
(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.)
11B
THE FUNCTIONALLY RELATED BUSINESS FINANCED, CONSTRUCTED AND IS
11B
MANAGING A GREEN BUILDING WHICH CONTRIBUTES IMPORTANTLY TO THE
11B
FOUNDATION'S MISSION TO SAFEGUARD THE NATURAL ENVIRONMENT AND PROMOTE
11B
SUSTAINABLE COMMUNITIES.
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