Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE RUSSELL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2567
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GIG HARBOR, WA98335
A Employer identification number

91-1663336
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$75,360,711J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 42,083 42,083  
4 Dividends and interest from securities... 501,527 612,045  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,636,984
b Gross sales price for all assets on line 6a 18,168,964
7 Capital gain net income (from Part IV, line 2)... 514,517
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,089,070 56,443  
12 Total. Add lines 1 through 11........ -1,004,304 1,225,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 406,238 0   406,238
14 Other employee salaries and wages...... 548,765 0   569,611
15 Pension plans, employee benefits....... 219,742 0   222,347
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
10,299 0   10,839
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
89,599 9,000   76,646
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
759,750 299,102   453,050
17 Interest............... 58,068 37,936   20,132
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
102,020 5,444   1,511
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,814 0   16,814
21 Travel, conferences, and meetings....... 35,447 0   35,447
22 Printing and publications.......... 1,183 0   1,183
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
683,649 507,646   347,338
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,931,574 859,128   2,161,156
25 Contributions, gifts, grants paid....... 1,979,555 2,073,025
26 Total expenses and disbursements. Add lines 24 and 25 4,911,129 859,128   4,234,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,915,433
b Net investment income (if negative, enter -0-) 365,960
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,001,940 56,001 56,001
2 Savings and temporary cash investments......... 3,913,679 1,580,983 1,580,983
3 Accounts receivable right arrow40,450
Less: allowance for doubtful accounts right arrow     40,450 40,450
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow1,463,317
Less: allowance for doubtful accounts right arrow0 1,463,317 1,463,317 1,463,317
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10,649 11,062 11,062
10a Investments—U.S. and state government obligations (attach schedule) 1,011,178 Click to see attachment
List of Attached Documents:
// Content
431,684 		431,684
b Investments—corporate stock (attach schedule)....... 13,621,752 Click to see attachment
List of Attached Documents:
// Content
8,902,019 		8,902,019
c Investments—corporate bonds (attach schedule)....... 10,833,262 Click to see attachment
List of Attached Documents:
// Content
7,703,699 		7,703,699
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 65,094,308 Click to see attachment
List of Attached Documents:
// Content
55,005,396 		55,005,396
14 Land, buildings, and equipment: basis right arrow223,894
Less: accumulated depreciation (attach schedule) right arrow223,894      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
127,064 		Click to see attachment
List of Attached Documents:
// Content
166,100 		Click to see attachment
List of Attached Documents:
// Content
166,100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,077,149 75,360,711 75,360,711
Liabilities 17 Accounts payable and accrued expenses.......... 289,292 430,872
18 Grants payable................. 586,500 345,784
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
9,560,070 		Click to see attachment
List of Attached Documents:
// Content
201,000
23 Total liabilities (add lines 17 through 22)......... 10,435,862 977,656
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 91,641,287 74,383,055
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 91,641,287 74,383,055
30 Total liabilities and net assets/fund balances (see instructions). 102,077,149 75,360,711
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
91,641,287
2
Enter amount from Part I, line 27a .....................
2
-5,915,433
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
85,725,854
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,342,799
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,383,055
Form 990-PF (2022)
Form 990-PF (2022)
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   2021-01-01 2022-12-31
b CAPITAL GAINS FROM PASS THROUGH INVESTMENTS   2021-01-01 2022-12-31
c MULTI-INSIGHT SOLUTION   2021-01-01 2022-12-30
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 18,168,964   18,335,755 -166,791
b 681,308     681,308
c       0
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       -166,791
b       681,308
c       0
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 514,517
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,087
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,087
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 5,087
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 100,155
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,155
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 95,068
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow95,068 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ, CA, CO, CT, FL, LA, MI, MN, MS, MT, NC, NY, OK, OR, WA, WV
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.TRFF.ORG
14
The books are in care ofright arrowKATHLEEN SIMPSON Telephone no.right arrow (253) 858-5050

Located atright arrowPO BOX 2567GIG HARBORWA ZIP+4right arrow98335
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
KATHLEEN SIMPSON CEO
40.00 		406,238 17,154 0
PO BOX 2567
GIG HARBOR,WA98335
SARAH CAVANAUGH PRESIDENT
3.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
CHRIS RURIK VICE PRESIDENT
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
TIM CAVANAUGH TREASURER
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
DION RURIK SECRETARY
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
JOSH CAVANAUGH DIRECTOR
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
MIMI CHAU DIRECTOR
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
SARAH CLEVELAND DIRECTOR
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
RON SIMS DIRECTOR
1.00 		0 0 0
PO BOX 2567
GIG HARBOR,WA98335
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
ERIN KAHN DIRECTOR OF STRATEGY
28.00 		186,353 33,566 0
PO BOX 2567
GIG HARBOR,WA98335
FABIOLA GREENAWALT PROGRAM OFFICER
40.00 		123,500 30,147 0
PO BOX 2567
GIG HARBOR,WA98335
BRITTA FRANCESCONI GRANTS & OPERATIONS
40.00 		101,212 23,094 0
PO BOX 2567
GIG HARBOR,WA98335
TERRANCE MCGEHEE PROGRAM MANAGER
40.00 		83,761 38,603 0
PO BOX 2567
GIG HARBOR,WA98335
NECASHAW MONTGOMERY PROGRAM MANAGER
40.00 		57,164 4,253 0
PO BOX 2567
GIG HARBOR,WA98335
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
TIEDEMANN WEALTH MANAGEMENT INVESTMENT ADVICE 225,211
520 MADISON AVE 26TH FLOOR
NEW YORK,NY10022
ERIC LARSON ACCOUNTING 86,563
7067 MUIRKIRK AVE SW
PORT ORCHARD,WA98367
CLARK NUBER PS ACCOUNTING 85,646
10900 NE 4TH ST UNIT 1400
BELLEVUE,WA98004
FEAREY GROUP CONSULTING 63,563
1809 7TH AVE SUITE 1212
SEATTLE,WA98101
OCCAM ADVISORS INC CONSULTING 57,947
1615 SE HOLLY STREET
PORTLAND,OR97214
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM (JFP). JFP IS A YEAR-LONG PROGRAM THAT BRINGS TOGETHER A DIVERSE GROUP OF LEADERS WHO ARE ACTIVELY SERVING PIERCE COUNTY, WASHINGTON AND WORKING TO ADDRESS A WIDE RANGE OF COMMUNITY CHALLENGES. THE GOAL OF JFP IS TO DEEPEN LEADERSHIP SKILLS, EXPAND PERSPECTIVES AND ENCOURAGE EQUITABLE COLLABORATIONS FOR GRASSROOTS AND COMMUNITY LEADERS. IN THIS 12-MONTH, COHORT-BASED PROGRAM, FELLOWS MEET TWICE MONTHLY TO SHARE IN SKILLS TRAINING, EXPERIENTIAL LEARNING, AND COMMUNITY BUILDING. SEE ADDITIONAL DETAILS OF ACTIVITIES ON STATEMENT 20 385,307
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
19,228,925
b
Average of monthly cash balances.......................
1b
3,923,264
c
Fair market value of all other assets (see instructions)................
1c
53,617,555
d
Total (add lines 1a, b, and c).........................
1d
76,769,744
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
76,769,744
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,151,546
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,618,198
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,780,910
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,780,910
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,087
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,087
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,775,823
4
Recoveries of amounts treated as qualifying distributions................
4
1,140
5
Add lines 3 and 4............................
5
3,776,963
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 XII, line 1 ...
7
3,776,963
Part XI
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
4,234,181
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,234,181
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,776,963
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 380,485
b From 2018...... 1,040,344
c From 2019...... 78,960
d From 2020...... 417,422
e From 2021......  
f Total of lines 3a through e ........ 1,917,211
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,234,181
a Applied to 2021, 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 2022 distributable amount..... 3,776,963
e Remaining amount distributed out of corpus 457,218
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,374,429
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		380,485
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,993,944
10 Analysis of line 9:
a Excess from 2018.... 1,040,344
b Excess from 2019.... 78,960
c Excess from 2020.... 417,422
d Excess from 2021....  
e Excess from 2022.... 457,218
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRITTA FRANCESCONI
PO BOX 2567
GIG HARBOR,WA98335
(253) 857-1679
bThe form in which applications should be submitted and information and materials they should include:
LETTERS OF INQUIRY ARE RECEIVED THROUGH AN ONLINE GRANT MAKING PROGRAM (FOUNDANT TECHNOLOGIES) THAT IS ACCESSED THROUGH THE TRFF WEBSITE AND MAY BE INVITED TO SUBMIT FULL PROPOSALS. THE INFORMATION AND MATERIALS REQUESTED VARY FOR EACH PROGRAM BUT TYPICALLY INCLUDE PROJECT DETAILS, BUDGET, AND LISTS OF KEY STAFF AND THE BOARD OF DIRECTORS.
cAny submission deadlines:
GRANT CYCLE DEADLINES MAY BE ACCESSED ON THE TRFF WEBSITE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EMPLOYEE MATCHING GIFTS, GEORGE F. RUSSELL JR. FUND, AND DISCRETIONARY GRANTS MUST BE GIVEN TO A NONPROFIT 501(C)3 OR COMPLETED THROUGH EXPENDITURE RESPONSIBILITY IF IT IS FOR A CHARIABLE PURPOSE. THE ENVIRONMENTAL SUSTAINABILITY PROGRAM (WHICH IS THE ONLY FUND TO ACCEPT UNSOLICITED REQUESTS) REQUIRES PROGRAMMATIC FIT (ENVIRONMENTAL EDUCATION) AND MUST SERVE THE FIVE COUNTIES SURROUNDING PUGET SOUND - KING, KITSAP, PIERCE, SNOHOMISH AND THURSTON.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1 FOR THE PLANET

50 LAKESIDE AVENUE 341
BURLINGTON,VT05401 		  PC GENERAL OPERATING SUPPORT - LEARNING GRANT 1,534

AGROS INTERNATIONAL

2225 FOURTH AVENUE STE 200
SEATTLE,WA98121 		  PC 2022 EMPLOYEE MATCHING GIFT - GREATEST NEED 200

AIPACE WASHINGTON

PO BOX 3007
SEATTLE,WA98114 		  PC CAPITAL CAMPAIGN FOR TERESITA BATAYOLA CLINIC 25,000

AMERICAN LEADERSHIP FORUM

1119 PACIFIC AVENUE SUITE 801
TACOMA,WA98402 		  PC EMPLOYEE MATCHING GIFT 1,031

AMERICAN LEADERSHIP FORUM

1119 PACIFIC AVENUE SUITE 801
TACOMA,WA98402 		  PC ALF 2022 FELLOWS PROGRAM TAKING STOCK RETREAT 5,000

AMERICAN RIVERS

1101 14TH STREET NW SUITE 1400
WASHINGTON,DC20005 		  PC RECONNECTING AND RESTORING PUGET SOUND RIVERS, FLOODPLAINS AND COMMUNITIES 40,000

AS YOU SOW

PO BOX 751
BERKELEY,CA94701 		  PC GENERAL OPERATING SUPPORT 5,000

AS YOU SOW

PO BOX 751
BERKELEY,CA94701 		  PC GENERAL OPERATING SUPPORT 20,000

ASIA PACIFIC CULTURAL CENTER

4851 SOUTH TACOMA WAY
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 1,500

ASIAN AMERICANS ADVANCING JUSTICEASIAN LAW CAUCUS (AAAJALC)

55 COLUMBUS AVENUE
SAN FRANCISCO,CA94111 		  PC GENERAL OPERATING SUPPORT 1,000

ASIAN COUNSELING AND REFERRAL SERVICE (ACRS)

3639 MARTIN LUTHER KING JR WAY
SOUTH
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT 1,500

ATNI TRIBES

5904 NE SANDY BLVD
PORTLAND,OR97213 		  PC GENERAL OPERATING SUPPORT 1,500

BALLARD FOOD BANK

1400 NW LEARY WAY
SEATTLE,WA98107 		  PC GENERAL OPERATING SUPPORT 150

BRAIDED SEEDS

PO BOX 58512
TUKWILA,WA98138 		  PC BRAIDED SEEDS SUMMER RECLAMATION TRIPS 12,000

CAMP FIRE CENTRAL PUGET SOUND

2414 SW ANDOVER STREET SUITE D-105
SEATTLE,WA98106 		  PC CAMP SEALTH OUTDOOR EDUCATION PROGRAM 20,000

CAMP SOLOMON SCHECHTER

117 E LOUISA ST 110
SEATTLE,WA98102 		  PC GENERAL OPERATING SUPPORT 7,500

CHAPEL HILL PRESBYTERIAN CHURCH

PO BOX 829
GIG HARBOR,WA98335 		  PC UKRAINE 500

CHAPEL HILL PRESBYTERIAN CHURCH

PO BOX 829
GIG HARBOR,WA98335 		  PC EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT 3,000

CHELSEA MCELROY

5707 S GOVE ST
TACOMA,WA98409 		NONE I CLASS 9 FELLOWSHIP - CHELSEA MCELROY 5,500

CHILDREN'S HOME SOCIETY OF WASHINGTON

12360 LAKE CITY WAY NE SUITE 450
SEATTLE,WA98125 		  PC GENERAL OPERATING SUPPORT 5,000

CHINESE FOR AFFIRMATIVE ACTION (CAA)

17 WALTER U LUM PLACE
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING SUPPORT 1,000

CLEMENTINE FUND

PO BOX 7034
TACOMA,WA98417 		  PF PORTION OF QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO THE FOUNDATION AS PART OF THE SIGNIFICANT DISTRIBUTION OF ASSETS TO CLEMENTINE FUND (91-1950165) DURING THE YEAR, PURSUANT TO TREAS REG 1.507-3. -73,624

COLLEGE SUCCESS FOUNDATION

3223 N 13TH STREET
TACOMA,WA98406 		  PC COLLEGE SUCCESS FOUNDATION - TACOMA - COLLEGE SELECTION PLANNING 25,000

COLLEGE SUCCESS FOUNDATION

3223 N 13TH STREET
TACOMA,WA98406 		  PC COLLEGE SUCCESS FOUNDATION WASHINGTON STATE 150

COMMON FUTURE

2323 BROADWAY
OAKLAND,CA94612 		  PC POTLIKKER CAPITAL GENERAL OPERATING SUPPORT 1,000

COMMUNITIES IN SCHOOLS OF PENINSULA

PO BOX 684
VAUGHN,WA98394 		  PC LAZARUS FUND 50,000

COMMUNITIES IN SCHOOLS OF PENINSULA

PO BOX 684
VAUGHN,WA98394 		  PC GENERAL OPERATING SUPPORT 5,000

COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY

PO BOX 206
NORDLAND,WA98358 		  PC GENERAL OPERATING BUDGET 25,000

COMMUNITY FOUNDATION OF SOUTH PUGET SOUND

212 UNION AVE SE SUITE 102
OLYMPIA,WA98501 		  PC SUPPORT FOR FOOD BANKS 60,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVE 10TH FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 5,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVE 10TH FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 40,000

COPPER CANYON PRESS

PO BOX 271
PORT TOWNSEND,WA98368 		  PC GENERAL OPERATING SUPPORT 6,000

COVENANT YOUTH OF ALASKA

PO BOX 203356
ANCHORAGE,AK99654 		  PC CHRIS LOCKWOOD SCHOLARSHIP FUND 5,000

COVENANT YOUTH OF ALASKA

PO BOX 203356
ANCHORAGE,AK99654 		  PC ALASKAN LEADER FUND 5,000

DANIEL AKAMINE

3414 E ROOSEVELT AVENUE
TACOMA,WA98404 		NONE I CLASS 9 FELLOWSHIP - DANIEL AKAMINE 5,500

DBT - LINEHAN BOARD OF CERTIFICATION

C/O ACCMAN INC 4010 STONE WAY N STE
400
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 5,000

DEEP GREEN WILDERNESS FISCALLY SPONSORED BY OCEAN FOUNDATION

2400 NW 80TH ST PMB 127
SEATTLE,WA98117 		  PC GENERAL OPERATING SUPPORT 20,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA98401 		  PC GENERAL OPERATING SUPPORT 30,000

ECOCHALLENGEORG

PO BOX 14911
PORTLAND,OR98293 		  PC GENERAL OPERATING SUPPORT 20,000

EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY

3318 92ND STREET SOUTH
LAKEWOOD,WA98499 		  PC GENERAL OPERATING SUPPORT 50,000

EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY

3318 92ND STREET SOUTH
LAKEWOOD,WA98499 		  PC GENERAL OPERATING SUPPORT 5,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		  PC BLUE SKY FUNDERS FORUM 250

ENVIRONMENTAL SCIENCE CENTER

126 SW 148TH C100-170
BURIEN,WA98166 		  PC ENVIRONMENTAL HEROES: EDUCATION, RESTORATION, AND LEADERSHIP FOR SOUTH KING COUNTY YOUTH 25,000

FOOD BACKPACKS 4 KIDS

PO BOX 173
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 17,500

FOOD BACKPACKS 4 KIDS

PO BOX 173
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 4,000

FOODSHED CAPITAL

101 DEVON ROAD
CHARLOTTESVILLE,VA22903 		  PC GENERAL OPERATING SUPPORT 1,000

FORGOTTEN CHILDREN'S FUND

PO BOX 9936
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 25,000

FOSS WATERWAY SEAPORT

705 DOCK STREET
TACOMA,WA98402 		  PC SCIENCE ON THE SEA 80,000

FOUNDATION FOR TACOMA STUDENTS

919 SOUTH 9TH STREET
TACOMA,WA98405 		  PC TACOMA COMPLETES 30,000

FOUNDATION FOR TACOMA STUDENTS

919 SOUTH 9TH STREET
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF NORTH CREEK FOREST

P O BOX 2053
BOTHELL,WA980412053 		  PC GENERAL OPERATING SUPPORT 25,000

GARDEN RAISED BOUNTY (GRUB)

2016 ELLIOTT AVE NW
OLYMPIA,WA98502 		  PC GENERAL OPERATING SUPPORT - LEARNING GRANT 1,500

GARDEN RAISED BOUNTY (GRUB)

2016 ELLIOTT AVE NW
OLYMPIA,WA98502 		  PC ENVIRONMENTAL EDUCATION GRANT FOR GRUB YOUTH 20,000

GIG HARBOR NOW

PO BOX 546
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 515

GIG HARBOR PENINSULA FISH

PO BOX 154
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 25,000

GOODWILL OF THE OLYMPICS AND RAINIER REGION

714 S 27TH ST
TACOMA,WA98409 		  PC COLLABORATION FOR A CAUSE - PIERCE COUNTY COMMUNITY ENGAGEMENT TASKFORCE 5,000

GREAT PENINSULA CONSERVANCY

423 PACIFIC AVENUE SUITE 300
BREMERTON,WA98337 		  PC GENERAL OPERATING SUPPORT 30,000

GREATER TACOMA COMMUNITY FOUNDATION

950 PACIFIC AVE SUITE 1100
TACOMA,WA98402 		  PC GIG HARBOR LAND CONSERVATION FUND 20,000

GREENHOUSE SCHOLARS

1820 FOLSOM STREET
BOULDER,CO80302 		  PC GENERAL OPERATING SUPPORT 5,000

HAMILTON MIDDLE SCHOOL PTSA SEATTLE COUNCIL

1610 N 41ST ST
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 206

HARVEST AGAINST HUNGER

PO BOX 4098
SEATTLE,WA98194 		  PC F2FP 50,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98403 		  PC GENERAL OPERATING SUPPORT 5,000

HORACIO PEREZ-MORALES

1709 EAST 62ND STREET
TACOMA,WA98404 		NONE I CLASS 9 FELLOWSHIP - HORACIO PEREZ-MORALES 5,500

IMARI ROMEO

7604 46TH STREET W APT 4
UNIVERSITY PLACE,WA98466 		NONE I CLASS 9 FELLOWSHIP - IMARI ROMEO 5,500

ISLANDWOOD

4450 BLAKELY AVE NE
BAINBRIDGE ISLAND,WA98110 		  PC GENERAL OPERATING SUPPORT FOR YOUTH ENVIRONMENTAL EDUCATION PROGRAMMING 25,000

JUAN-CARLOS DESANTIAGO

902 S JUNETT ST
TACOMA,WA98405 		NONE I CLASS 9 FELLOWSHIP - CARLOS DESANTIAGO 5,500

KIM ELLEFSON

776 SOUTH COMMERCE ST 301
TACOMA,WA98402 		NONE I CLASS 9 FELLOWSHIP - KIM ELLEFSON 5,500

KITSAP CONSERVATION DISTRICT

10332 CENTRAL VALLEY RD
POULSBO,WA98370 		  GOV GRACE PROJECT 15,000

KITSAP HUMANE SOCIETY

9167 DICKEY RD NW
SILVERDALE,WA98383 		  PC GENERAL OPERATING SUPPORT 512

KRISTI MARTINEZ

19810-121ST ST CT E
BONNEY LAKE,WA98391 		NONE I CLASS 9 FELLOWSHIP - KRISTI MARTINEZ 5,500

KRISTIN POOL

4302 304TH ST E
GRAHAM,WA98338 		NONE I CLASS 9 FELLOWSHIP - KRISTIN POOL 5,500

LAKECIA FARMER

709 E 35TH ST
TACOMA,WA98404 		NONE I CLASS 9 FELLOWSHIP - LAKECIA FARMER 5,500

L'ARCHE TAHOMA HOPE

12303 36TH AVENUE EAST
TACOMA,WA98446 		  PC GENERAL OPERATING SUPPORT 5,000

LIGHTHOUSE STOREHOUSE FOOD CENTER

6202 20TH ST E
FIFE,WA98424 		  PC GENERAL OPERATING SUPPORT 10,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130-131ST STREET S
TACOMA,WA98444 		  PC GENERAL OPERATING SUPPORT 17,500

LORRAINE STONE

513 110TH ST CT E APT M205
PARKLAND,WA98445 		NONE I CLASS 9 FELLOWSHIP - LORRAINE STONE 5,500

MAD AGRICULTURE

728 PEARL STREET
BOULDER,CO80302 		  PC GENERAL OPERATING SUPPORT 1,000

MULTICARE BEHAVIORAL HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA984150296 		  PC GREATER LAKES MENTAL HEALTH 5,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA984150296 		  PC FESTIVAL OF TREES 2022 5,000

MUSEUM OF GLASS

1801 DOCK ST
TACOMA,WA984023217 		  PC HOT SHOP HEROES 50,000

NONPROFIT FINANCE FUND

5 HANOVER SQUARE 9TH FLOOR
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 1,000

NORTHWEST AGRICULTURE BUSINESS CENTER

419 SOUTH FIRST STREET
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 5,000

NORTHWEST AGRICULTURE BUSINESS CENTER

419 SOUTH FIRST STREET
MOUNT VERNON,WA98273 		  PC PUGET SOUND FOOD HUB - GENERAL OPERATING SUPPORT 5,000

NORTHWEST NATURAL RESOURCE GROUP

2701 1ST AVE SUITE 240
SEATTLE,WA98121 		  PC FOREST LEARNING AT CAMP WASKOWITZ 12,500

NORTHWEST STRAITS MARINE CONSERVATION FOUNDATION

1155 N STATE ST SUITE 400
BELLINGHAM,WA98225 		  PC GENERAL OPERATING SUPPORT 30,000

NORTHWEST YOUTH CORPS

2621 AUGUSTA STREET
EUGENE,OR97403 		  PC SOUND TO SUMMIT EXPANSION 20,500

NOURISH PIERCE COUNTY

1702 SOUTH 72ND STREET SUITE E
TACOMA,WA98408 		  PC GENERAL OPERATING SUPPORT 30,000

NOURISH PIERCE COUNTY

1702 SOUTH 72ND STREET SUITE E
TACOMA,WA98408 		  PC KEY PENINSULA FOOD BANK 25,000

NOURISH PIERCE COUNTY

1702 SOUTH 72ND STREET SUITE E
TACOMA,WA98408 		  PC GENERAL OPERATING SUPPORT 5,000

NW FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA98421 		  PC GENERAL OPERATING SUPPORT 20,000

ORCAS ISLAND PTSA

PO BOX 572
EASTSOUND,WA98245 		  PC GENERAL OPERATING SUPPORT 1,000

PACIFIC EDUCATION INSTITUTE

MARKET PLACE OFFICE BLD 724
COLUMBIA ST NW STE 255
OLYMPIA,WA98501 		  PC PUGET SOUND YOUTH ENGAGING IN SUSTAINABLE SYSTEMS (YESS)! 33,120

PAICINES RANCH LEARNING CENTER

PO BOX 8
PAICINES,CA950430008 		  PC GENERAL OPERATING SUPPORT 5,000

PHINNEY NEIGHBORHOOD ASSOCIATION

6532 PHINNEY AVE N
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 155

PLANT BASED FOOD SHARE FISCALLY SPONSORED BY NARN

1037 NE 65TH ST 174
SEATTLE,WA98115 		  PC GENERAL OPERATING SUPPORT 10,000

PORT OF SKAGIT

15400 AIRPORT DRIVE
BURLINGTON,WA98233 		  NC SPONSORSHIP OF THE SKAGIT AG SUMMIT 5,000

PORT TOWNSEND MARINE SCIENCE CENTER

532 BATTERY WAY
PORT TOWNSEND,WA98368 		  PC GROWING OCEAN STEWARDS 25,000

PROVIDENCE REGINA HOUSE

8201 10TH AVE S STE 6
SEATTLE,WA98108 		  PC GENERAL OPERATING SUPPORT 5,000

PROVISION

PO BOX 2358
GIG HARBOR,WA98335 		  PF PORTION OF QUALIFYING DISTRIBUTIONS ATTRIBUTABLE TO THE FOUNDATION AS PART OF THE SIGNIFICANT DISTRIBUTION OF ASSETS TO PROVISION (91-2090715) DURING THE YEAR, PURSUANT TO TREAS REG 1.507-3. -73,624

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET SUITE 107
SEATTLE,WA98109 		  PC THE PUGET SOUND LEADERSHIP, CLEAN WATER REGULATION AND ENFORCEMENT PROJECT 50,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET SUITE 107
SEATTLE,WA98109 		  PC LOST URBAN CREEKS PROJECT 25,000

R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION

PO BOX 7119
TACOMA,WA98417 		  PC GENERAL OPERATING 25,000

RE SOURCES FOR SUSTAINABLE COMMUNITIES

2309 MERIDIAN ST
BELLINGHAM,WA98225 		  PC PROTECTING AND RESTORING WATER QUALITY AND THE SPECTACULAR WEB OF LIFE IN NORTHERN PUGET SOUND 50,000

ROCKY MOUNTAIN LAND LIBRARY

2550 W 39TH AVENUE
DENVER,CO80211 		  PC GENERAL OPERATING SUPPORT 8,000

SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE)

3236 SW AVALON WAY APT 305
SEATTLE,WA98122 		  PC BIPOC YOUTH ENVIRONMENTAL EDUCATION 20,000

SEATTLE PARKS FOUNDATION

PO BOX 3541
SEATTLE,WA981243541 		  PC EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT 3,000

SECOND CYCLE COMMUNITY BIKE SHOP

1205 MLK JR WAY
TACOMA,WA98405 		  PC BIKE STORIES 2022 500

SELLWOOD COMMUNITY HOUSE

1436 SOUTHEAST SPOKANE STREET
PORTLAND,OR97202 		  PC ACQUISITION OF MORELAND WOODS 5,000

SHADOW LAKE NATURE PRESERVE

PO BOX 58963
RENTON,WA98058 		  PC WILDERNESS ADVENTURE PROGRAMMING 3,000

SHRINERS HOSPITALS FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		  PC GENERAL FUNDS PROJECT - SPOKANE (SHC) 208

SOCIAL GOOD FUND

12651 SAN PABLO AVE 5473
RICHMOND,CA94805 		  PC IKKATSU PROJECT - EMPLOYEE MATCHING GIFT 250

SOCIAL GOOD FUND

12651 SAN PABLO AVE 5473
RICHMOND,CA94805 		  PC IKKATSU PROJECT GENERAL OPERATING SUPPORT 250

SOUTH SOUND ESTUARY ASSOCIATION

PO BOX 2182
OLYMPIA,WA98507 		  PC K-12 EDUCATION FIELD TRIPS: ON THE WATER, ESTUARY LIFE AND LANDFORMS AND BAYSHORE FIELDSTEM 12,230

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC ST. CHARLES BORROMEO SCHOOL - FUND AN ITEM 250

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC EMPLOYEE MATCHING GIFT - GENERAL OPERATING SUPPORT 550

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC EMPLOYEE MATCHING GIFT - EXCELLENCE IN EDUCATION ANNUAL FUND 1,000

STANLEY ANN DUNHAM SCHOLARSHIP FUND

7683 SE 27TH ST 102
MERCER ISLAND,WA98040 		  PC GENERAL OPERATING SUPPORT 1,000

STEWARDSHIP PARTNERS

80 YESLER WAY SUITE 315
SEATTLE,WA981042562 		  PC GENERAL OPERATING SUPPORT 75,000

SUMMER SEARCH

635 ANDOVER PARK WEST BUILDING 8
SUITE 200
TUKWILA,WA98188 		  PC OUTDOOR SUMMER PROGRAM SUPPORT 30,000

SUN VALLEY WRITERS' CONFERENCE

PO BOX 957
KETCHUM,ID83340 		  PC GENERAL OPERATING SUPPORT 15,000

TACOMA COMMUNITY BOAT BUILDERS

1120 EAST D STREET
TACOMA,WA98421 		  PC GENERAL OPERATING SUPPORT 15,000

TACOMA REFUGEE CHOIR

PO BOX 2321
TACOMA,WA98401 		  PC 2022 DISCRETIONARY GRANT 5,000

THE COFFEE OASIS

837 4TH STREET
BREMERTON,WA98337 		  PC GENERAL OPERATING SUPPORT FOR PIERCE COUNTY WORK 25,000

THE HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY

2608 CENTER STREET
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 250

THE REACH CENTER (FISCALLY SPONSORED BY TACOMA COMMUNITY HOUSE)

714 SOUTH 27TH STREET
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT FOR REACH CENTER 30,000

THE TRACKING PROJECT INC

PO BOX 266
CORRALES,NM87048 		  PC GENERAL OPERATING SUPPORT 5,000

THE TRUST FOR PUBLIC LAND

1218 THIRD AVE SUITE 1700
SEATTLE,WA98101 		  PC GENERAL OPERATING SUPPORT 250

THE TRUST FOR PUBLIC LAND

1218 THIRD AVE SUITE 1700
SEATTLE,WA98101 		  PC EMPLOYEE MATCHING GIFT 262

THE TRUST FOR PUBLIC LAND

901 5TH AVENUE SUITE 1520
SEATTLE,WA98164 		  PC TACOMA GREEN SCHOOLYARDS 25,000

THIERRY RUBONEKA

902 FAWCETT AVENUE 32
TACOMA,WA98402 		NONE I CLASS 9 FELLOWSHIP - THIERRY RUBONEKA 5,500

THURSTON COUNTY FOOD BANK

220 THURSTON AVE NE
OLYMPIA,WA985011138 		  PC GENERAL OPERATING SUPPORT 30,000

TILTH ALLIANCE

4649 SUNNYSIDE AVE N STE 100
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 1,500

TOBY JOSEPH SR

2304 S 16TH STREET
TACOMA,WA98405 		NONE I CLASS 9 FELLOWSHIP - TOBY JOSEPH SR. 5,500

TREEHOUSE

2100 24TH AVENUE SOUTH 200
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT FOR TREEHOUSE STORE 5,000

TROUT UNLIMITED

1777 N KENT STREET SUITE 100
ARLINGTON,VA22209 		  PC TROUT UNLIMITED'S LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM 22,200

UNIVERSITY CHILD DEVELOPMENT SCHOOL

5062 9TH AVE NE
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 500

UNIVERSITY DISTRICT FOOD BANK

5017 ROOSEVELT WAY NE
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE)

9010 453RD ST EAST
EATONVILLE,WA98328 		  PC GENERAL OPERATING SUPPORT 30,000

UNIVERSITY OF WASHINGTON FOUNDATION (UW BOTANIC GARDENS)

2300 ARBORETUM DRIVE E
SEATTLE,WA98112 		  PC INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP 20,000

VASHON NATURE CENTER

23509 LANDERS RD SW
VASHON,WA98070 		  PC GENERAL OPERATING SUPPORT 22,500

VIVA FARMS

16470 STATE ROUTE 20
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 10,000

VIVA FARMS

16470 STATE ROUTE 20
MOUNT VERNON,WA98273 		  PC TRACTOR FUND 300

VIVA FARMS

16470 STATE ROUTE 20
MOUNT VERNON,WA98273 		  PC TRACTOR FUND 500

VIVA FARMS

16470 STATE ROUTE 20
MOUNT VERNON,WA98273 		  PC GENERAL OPERATING SUPPORT 5,000

WASHINGTON ENVIRONMENTAL COUNCIL

1402 3RD AVE SUITE 1400
SEATTLE,WA98101 		  PC PUGET SOUND PROTECTION AND RESTORATION 75,000

WASHINGTON FARMLAND TRUST

PO BOX 2206
SEATTLE,WA98111 		  PC GENERAL OPERATING SUPPORT 3,500

WASHINGTON OUTDOOR SCHOOL CONSORTIUM

1021 8TH AVE SE
OLYMPIA,WA98501 		  PC WASHINGTON OUTDOOR SCHOOLS CONSORTIUM- COALITION BUILDING, CURRICULAR FRAMEWORKS AND EDUCATOR DEVELOPMENT 24,000

WASHINGTON STATE UNIVERSITY FOUNDATION - BREADLAB

11768 WESTAR LANE UNIT E BOX 5
BURLINGTON,WA98233 		  PC GENERAL OPERATING SUPPORT 5,000

WASHINGTON STATE UNIVERSITY FOUNDATION

641925 TOWN CENTRE/255 E MAIN ST
PULLMAN,WA991641925 		  PC EMPLOYEE MATCHING GIFT 250

WASHINGTON TRAILS ASSOCIATION

705 SECOND AVE STE 300
SEATTLE,WA98104 		  PC OUTDOOR LEADERSHIP TRAINING (OLT) PROGRAM 25,000

WAYA OUTDOOR INSTITUTE

6933 MUNN LAKE DR
TUMWATER,WA98501 		  PC YOUTH INTERNSHIP PROGRAM AND SUPPORT FOR WAYA CAMP READINESS TRAINING FOR OUTDOOR INSTRUCTORS AND TRAINING FOR THE INAUGURAL CAMP DIRECTOR, INCLUDING THE ESTABLISHMENT OF A STAFF AND STAFF TRAINING MANUAL. 25,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

WWU 516 HIGH STREET MS 9034
BELLINGHAM,WA98225 		  PC SEA DISCOVERY CENTER: PREPARING KITSAP COUNTY ENVIRONMENTAL STEWARDS 25,000

WILD SOCIETY

PO BOX 816
KINGSTON,WA98346 		  PC 2022 GENERAL OPERATING SUPPORT 25,000

WORKING AMERICA EDUCATION FUND

815 16TH STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 1,000

WORLD RELIEF SEATTLE

23835 PACIFIC HIGHWAY S STE 100
KENT,WA98032 		  PC EQUITY & SUSTAINABILITY INTERNSHIP PROGRAM: BUILDING ENVIRONMENTAL LEADERSHIP & EDUCATION OPPORTUNITIES FOR REFUGEE AND IMMIGRANT YOUTH 25,000

YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP

909 4TH AVE
SEATTLE,WA98104 		  PC YMCA EARTH SERVICE CORPS (YESC) 40,000

YMCA OF PIERCE AND KITSAP COUNTIES

4717 S 19TH ST STE 201
TACOMA,WA98405 		  PC OUTDOOR ENVIRONMENTAL EDUCATION 25,000

YMCA OF PIERCE AND KITSAP COUNTIES

4717 S 19TH ST STE 201
TACOMA,WA98405 		  PC CAMP SEYMOUR FOREST MANAGEMENT 7,500

YOUNG LIFE - UNIVERSITY PLACENORTH TACOMA

PO BOX 70065
PRESCOTT,AZ863047065 		  PC EMPLOYEE MATCHING GIFT 700

YOUNG WOMEN EMPOWERED (Y-WE)

1143 MARTIN LUTHER KING JR WAY BOX
136
SEATTLE,WA98122 		  PC GENERAL OPERATING SUPPORT 1,500

YVETTE DONDE

17 ST HELENS AVE APT 204
TACOMA,WA98402 		NONE I CLASS 9 FELLOWSHIP - YVETTE DONDE 5,500
Total .................................right arrow 3a 2,073,025
bApproved for future payment

ACHIYA CLEMONS
5309 S ORCHARD ST APT 44
TACOMA,WA98467 		NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 8,500

AS YOU SOW
PO BOX 751
BERKELEY,CA94701 		  PC GENERAL OPERATING SUPPORT 20,000

CHIEF SEATTLE CLUB
410 SECOND AVE EXTENSION S
SEATTLE,WA98104 		  PC GENERAL OPERATING SUPPORT 155

CHRISTINA QIAO
11009 KIRKWOOD DR SW
LAKEWOOD,WA98498 		NONE I JFP CLASS 10 FELLOW - CHRISTINA QIAO 8,500

COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684
VAUGHN,WA98394 		  PC LAZARUS FUND 100,000

CONFLUENCE PHILANTHROPY
215 LEXINGTON AVE 10TH FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 40,000

CRISIS CONNECTIONS
PO BOX 19612
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 5,000

CYRIL D WALROND
406 E 66TH ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 8,500

DAVIDA SHARPE-HAYGOOD
1516 12TH ST SW
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 8,500

GIG HARBOR PENINSULA FISH
PO BOX 154
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 50,000

JAKE NAU
1214 HUSON DR
TACOMA,WA98405 		NONE I JFP CLASS 10 FELLOW - JAKE NAU 8,500

JAQUETTE EASTERLIN
4517 S JUNETT ST B
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 8,500

KELSEY LONGRIE
2270 MADRONA DR SE
PORT ORCHARD,WA98366 		NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 8,500

KEY PENINSULA CIVIC CENTER ASSOCIATION
PO BOX 82
VAUGHN,WA98394 		  PC KEY PENINSULA NEWS 1,500

LEADERSHIP TOMORROW
1301 FIFTH AVENUE SUITE 1500
SEATTLE,WA981012611 		  PC GENERAL OPERATING SUPPORT 129

LUIS A GARCIA
215 N YAKIMA AVE
TACOMA,WA98403 		NONE I JFP CLASS 10 FELLOW - LUIS A GARCIA 8,500

MAIRA MARISCAL
1017 S PEARL ST 17A
TACOMA,WA98465 		NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 8,500

MARY CURRY
5707 SOUTH GOVE STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - MARY CURRY 8,500

MELO HOGAN
5801 E K ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - MELO HOGAN 8,500

OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION)
2215 PACIFIC AVE
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 1,500

SPIRIT TA'AN'PE'TU MISKA
4914 S MULLEN ST
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'TU MISKA 8,500

TOBY JOSEPH JR
1017 N MERIDIAN K10
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH JR. 8,500

TRAVIS POPE
4019 E E STREET
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 8,500

VENALIN AGUILAR
6610 SOUTH ALDER STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 8,500
Total ................................. right arrow 3b 345,784
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 42,083  
4 Dividends and interest from securities ....     14 488,841 12,686
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -2,636,984  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME/LOSS FROM NON K-1 INVESTMENTS 		    18 79,401  
bMISCELLANEOUS INCOME         1,000
cINCOME/LOSS FROM PASS THRU K-1 INVESTMENTS     18 835,464  
dLITIGATION SETTLEMENT     14 205  
eDEFERRED TAX BENEFIT     01 173,000  
12 Subtotal. Add columns (b), (d), and (e) .. 0 -1,017,990 13,686
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,004,304
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 MUNICIPAL BOND INTEREST
11B REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 89,599 9,000   76,646

TY 2022 DissolutionStmt
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Dissolution Name Dissolution Address Explanation Dissolution Amount
PROVISION PO BOX 2358
GIG HARBOR,WA98335 		SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $4,593,035 PURSUANT TO THE TRANSFER AND SEPARATION AGREEMENT, $36,525,583 WERE TRANSFERRED IN THE PRIOR REPORTING YEAR. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. 41,118,618
CLEMENTINE FUND (FORMERLY SMILING DOG FOUNDATION) PO BOX 7034
TACOMA,WA98417 		SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $4,593,035 PURSUANT TO THE TRANSFER AND SEPARATION AGREEMENT, $36,525,583 WERE TRANSFERRED IN THE PRIOR REPORTING YEAR. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. 41,118,618


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

TY 2022 ExpenditureResponsibilityStmt
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
OXBOW FARM & CONSERVATION CENTER
  		10819 CARNATION-DUVALL ROAD NE
CARNATION,WA98014 		2021-03-19 30,000 ENVIRONMENTAL EDUCATION: RESPONDING TO THE COMMUNITY IN THE TIME OF COVID, MEETING THE NEEDS OF YOUTH AND COMMUNITY MEMBERS IN KING COUNTY BY PROVIDING SAFE, RICH AND PERSONALLY RELEVANT EXPERIENCES WITH SUSTAINABLE FOOD SYSTEMS AND THE LOCAL NATURAL ECOSYSTEM. WE PLAN TO DO THIS BY PROVIDING VIRTUAL, ON-SITE AND REMOTE PROGRAMS, AT FREE AND/OR REDUCED COST, PRIORITIZING HISTORICALLY UNDERSERVED/MARGINALIZED POPULATIONS AND COMMUNITIES OF COLOR. 30,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/22/22 (FINAL)    
PORT OF SKAGIT
  		15400 AIRPORT DRIVE
BURLINGTON,WA98233 		2022-07-15 5,000 SPONSORSHIP OF THE SKAGIT AG SUMMIT 0 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/22    

TY 2022 GeneralExplanationAttachment
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Identifier Return Reference Explanation
SELF DEALING FORM 990-PF, PART VI-B, LINE 1A (3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A DISQUALIFIED PERSON. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E).
  FORM 990-PF, PART VIII-A, LINE 1 JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM (JFP). JFP IS A YEAR-LONG PROGRAM THAT BRINGS TOGETHER A DIVERSE GROUP OF LEADERS WHO ARE ACTIVELY SERVING PIERCE COUNTY, WASHINGTON AND WORKING TO ADDRESS A WIDE RANGE OF COMMUNITY CHALLENGES. THE GOAL OF JFP IS TO DEEPEN LEADERSHIP SKILLS, EXPAND PERSPECTIVES AND ENCOURAGE EQUITABLE COLLABORATIONS FOR GRASSROOTS AND COMMUNITY LEADERS. IN THIS 12-MONTH, COHORT-BASED PROGRAM, FELLOWS MEET TWICE MONTHLY TO SHARE IN SKILLS TRAINING, EXPERIENTIAL LEARNING, AND COMMUNITY BUILDING. USING INPUT FROM A SELECTION COMMITTEE COMPRISED OF FOUNDATION STAFF, BOARD MEMBERS, COMMUNITY VOLUNTEERS AND ALUMNI OF JFP, THE FOUNDATION SELECTS 13-15 TO FORM EACH CLASS. OVER THE COURSE OF THE YEAR-LONG PROGRAM, FELLOWS RECEIVE: A FINANCIAL STIPEND (GRANT) TOTALING $8,500; ACCESS TO UP TO $2,500 TO FURTHER SUPPORT INDIVIDUALIZED LEADERSHIP DEVELOPMENT ACTIVITIES, AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2022, JANE'S FELLOWSHIP HAD 13 FELLOWS:TOTAL OPERATING EXPENSES = $ 385,307TOTAL GRANT EXPENSES = $ 127,500THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005.
  FORM 990-PF, PART IX, X, XI & XII: THE RUSSELL FAMILY FOUNDATION GRANTED SIGNIFICANT ASSETS TO CLEMENTINE FUND (91-1950165) AND PROVISION (91-2090715), AS SUCH THE TAX ATTRIBUTES HAVE BEEN RESTATED AND REPORTED ON CLEMENTINE FUND'S AND PROVISION'S 2022 FORM 990-PF. THEREFORE, ON THE RETURN THE FOLLOWING ADJUSTMENTS HAVE BEEN MADE TO REFLECT THE GRANT: THE RUSSELL FAMILY FOUNDATION'S MINIMUM INVESTMENT RETURN CALCULATION REPORTED IN PART IX, DISTRIBUTABLE AMOUNT REPORTED IN PART X (INCLUDING LINE 4 ADJUSTMENTS), QUALIFYING DISTRIBUTIONS REPORTED IN PARTS I & XI, AND THE UNDISTRIBUTED INCOME IN PART XII.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO GROUP MANAGED BY FIDELITY 7,703,699 7,703,699

TY 2022 InvestmentsCorpStockSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Name of Stock End of Year Book Value End of Year Fair Market Value
APERIO GROUP MANAGED BY FIDELITY 8,902,019 8,902,019

TY 2022 InvestmentsGovtObligationsSch
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


431,684
State & Local Government Securities - End of Year Fair Market Value:


431,684


TY 2022 InvestmentsOtherSchedule2
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACM FUND II, LLC FMV 566,524 566,524
ACM PERMANENT CROPS, LLC FMV 1,753,110 1,753,110
AKO GLOBAL FMV 2,323,258 2,323,258
ALVARIUM TIEDEMANN FMV 999,992 999,992
CARBON DIRECT FUND FMV 136,335 136,335
ECOTRUST FORESTS II , LLC FMV 1,241,096 1,241,096
ECOTRUST FORESTS III, LLC FMV 803,381 803,381
FCV-Q LP FMV 549,317 549,317
FORTERRA STRONG COMMUNITIES FUND FMV 197,490 197,490
FOUNDERS' CO-OP IV LP FMV 1,616,961 1,616,961
FUNDSMITH SUSTAINABLE EQUITY FUND FMV 3,684,783 3,684,783
GENERATION IM FMV 13,819,300 13,819,300
GLOBAL IMPACT ACCESS PARTNERSHIP II, LP FMV 1,727,137 1,727,137
GLOBAL IMPACT ACCESS PARTNERSHIP, LP FMV 7,896,806 7,896,806
GREENBACKER RENEWABLE ENERGY FMV 50,000 50,000
HARLEM CAPITAL PARTNERS VENTURE FUND II, LP FMV 202,350 202,350
MARCHO PARTNERS FEEDER FUND FMV 484,396 484,396
ORGANICALLY GROWN COMPANY FMV 500,000 500,000
OWNERSHIP CAPITAL GLOBAL EQUITY FUND FMV 4,129,607 4,129,607
PMF INTEGRO FUND I FMV 474,557 474,557
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP FMV 105,409 105,409
PORTFOLIO ADVISORS PRIVATE EQUITY VII FMV 1,480,013 1,480,013
PORTFOLIO ADVISORS SECONDARY FUND FMV 125,611 125,611
ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP FMV 2,139,462 2,139,462
SOSV III LP FMV 2,711,464 2,711,464
SOSV IV LP FMV 2,934,212 2,934,212
SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP FMV 103,324 103,324
STEPSTONE VC OPPORTUNITIES FUND IV FMV 1,321,443 1,321,443
THE LYME FOREST FUND IV TE, LP FMV 567,645 567,645
WASTEWATER OPPORTUNITY FUND, LLC FMV 360,413 360,413

TY 2022 LiquidationExplanationStmt
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Statement:
THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. DURING CALENDAR YEAR 2022, THE RUSSELL FAMILY FOUNDATION MADE A DISTRIBUTION FROM A SOURCE OTHER THAN CURRENT INCOME RESULTING IN A SUBSTANTIAL CONTRACTION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE RUSSELL FAMILY FOUNDATION HAS NO PLANS TO TERMINATE AT THIS TIME. RECIPIENTS' NAME'S, EIN AND ADDRESSES: CLEMENTINE FUND (FORMERLY SMILING DOG FOUNDATION) 91-1950165 ASSETS DISTRIBUTED: 3/23/2022 FMV CASH & EQUIVALENTS - $4,593,035 PROVISION 91-2090715 ASSETS DISTRIBUTED: 3/23/2022 FMV CASH & EQUIVALENTS - $4,593,035


TY 2022 LegalFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 10,299 0   10,839


TY 2022 OtherAssetsSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME RECEIVABLE 127,064 166,100 166,100


TY 2022 OtherDecreasesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Amount
UNREALIZED GAIN/LOSS ON SECURITIES 11,342,799


TY 2022 OtherExpensesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 40,922 0   40,922
EVENTS 104,726 0   104,726
HONORARIUMS 31,600 0   31,600
INSURANCE 20,792 0   20,792
MISCELLANEOUS 90,645 0   88,160
OFFICE SUPPLIES 2,986 0   2,986
POSTAGE 703 0   703
SERVICE CHARGES 10,271 0   10,271
STAFF RECOGNITION 11,800 0   11,800
INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 277,215 451,035   0
INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 56,611 56,611   0
INFORMATION TECHNOLOGY 35,378 0   35,378


TY 2022 OtherIncomeSchedule2
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME/LOSS FROM NON K-1 INVESTMENTS 79,401 79,401 79,401
MISCELLANEOUS INCOME 1,000   1,000
INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS 835,464 -23,163 0
LITIGATION SETTLEMENT 205 205 205
DEFERRED TAX BENEFIT 173,000   173,000


TY 2022 OtherLiabilitiesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 374,000 201,000
PAYABLE SEPARATION 9,186,070 0


TY 2022 OtherProfessionalFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT LABOR 95,826 0   88,228
GRANT CONSULTING 351,759 0   351,759
INVESTMENT MANAGEMENT FEES 299,102 299,102   0
PAYROLL SERVICE FEES 13,063 0   13,063


TY 2022 TaxesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 100,000 0   0
FOREIGN TAXES 9 5,444   0
PERSONAL PROPERTY TAX 1,511 0   1,511
STATE TAXES 500 0   0