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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$77,299,440J 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 58,908 58,908  
4 Dividends and interest from securities... 599,225 853,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,143,891
b Gross sales price for all assets on line 6a 16,073,696
7 Capital gain net income (from Part IV, line 2)... 3,054,320
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
-136,409 -13,791  
12 Total. Add lines 1 through 11........ 1,665,615 3,953,398  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 406,802 0   406,802
14 Other employee salaries and wages...... 520,240 0   531,897
15 Pension plans, employee benefits....... 202,889 0   200,158
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,125 0   4,125
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
79,227 7,820   95,272
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
821,807 258,994   536,821
17 Interest............... 63,918 48,690   15,228
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,993 2,767   1,491
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,947 0   14,947
21 Travel, conferences, and meetings....... 36,654 0   36,654
22 Printing and publications.......... 1,750 0   1,750
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
611,767 456,954   395,907
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,766,119 775,225   2,241,052
25 Contributions, gifts, grants paid....... 1,830,314 1,237,599
26 Total expenses and disbursements. Add lines 24 and 25 4,596,433 775,225   3,478,651
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,930,818
b Net investment income (if negative, enter -0-) 3,178,173
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 56,001 58,138 58,138
2 Savings and temporary cash investments......... 1,580,983 2,828,781 2,828,781
3 Accounts receivable right arrow38,068
Less: allowance for doubtful accounts right arrow   40,450 38,068 38,068
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 arrow1,263,317
Less: allowance for doubtful accounts right arrow0 1,463,317 1,263,317 1,263,317
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,062 9,480 9,480
10a Investments—U.S. and state government obligations (attach schedule) 431,684 Click to see attachment
List of Attached Documents:
// Content
449,145 		449,145
b Investments—corporate stock (attach schedule)....... 8,902,019 Click to see attachment
List of Attached Documents:
// Content
16,786,137 		16,786,137
c Investments—corporate bonds (attach schedule)....... 7,703,699 Click to see attachment
List of Attached Documents:
// Content
10,381,299 		10,381,299
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).......... 55,005,396 Click to see attachment
List of Attached Documents:
// Content
45,332,975 		45,332,975
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
166,100 		Click to see attachment
List of Attached Documents:
// Content
152,100 		Click to see attachment
List of Attached Documents:
// Content
152,100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,360,711 77,299,440 77,299,440
Liabilities 17 Accounts payable and accrued expenses.......... 430,872 234,989
18 Grants payable................. 345,784 938,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
201,000 		Click to see attachment
List of Attached Documents:
// Content
201,000
23 Total liabilities (add lines 17 through 22)......... 977,656 1,374,489
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 74,383,055 75,924,951
29 Total net assets or fund balances (see instructions)..... 74,383,055 75,924,951
30 Total liabilities and net assets/fund balances (see instructions). 75,360,711 77,299,440
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
74,383,055
2
Enter amount from Part I, line 27a .....................
2
-2,930,818
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,472,714
4
Add lines 1, 2, and 3 ..........................
4
75,924,951
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
75,924,951
Form 990-PF (2023)
Form 990-PF (2023)
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   2023-01-01 2023-12-31
b AKO GLOBAL P 2023-01-01 2023-12-31
c FUNDSMITH SUSTAINABLE EQUITY P 2023-01-01 2023-12-31
d OWNERSHIP CAPITAL GLOBAL EQUITY P 2023-01-01 2023-12-31
e CAPITAL GAINS FROM PASS THROUGH INVESTMENTS P 2023-01-01 2023-12-31
(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 4,861,337   3,717,446 1,143,891
b 2,540,848   500,000 2,040,848
c 4,073,046   4,073,046 0
d 4,598,465   4,598,465 0
e     130,419 -130,419
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       1,143,891
b       2,040,848
c       0
d       0
e       -130,419
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 3,054,320
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 44,177
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 44,177
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 44,177
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 95,068
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 95,068
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 50,891
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow50,891 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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, MN, MS, MT, NY, 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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 		406,802 30,426 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
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
26.00 		181,826 28,198 0
PO BOX 2567
GIG HARBOR,WA98335
FABIOLA GREENAWALT PROGRAM OFFICER
40.00 		132,954 25,748 0
PO BOX 2567
GIG HARBOR,WA98335
TERRANCE MCGEHEE PROGRAM MANAGER
40.00 		99,623 42,014 0
PO BOX 2567
GIG HARBOR,WA98335
BRITTA FRANCESCONI GRANTS & OPERATIONS
40.00 		113,411 24,437 0
PO BOX 2567
GIG HARBOR,WA98335
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 211,092
200 BELLEVUE PARKWAY SUITE 525
WILMINGTON,DE19809
GLOBAL IMPACT ACCESS PARTNERSHIP LP INVESTMENT MANAGER 125,390
200 BELLEVUE PARKWAY SUITE 525
WILMINGTON,DE19809
FEAREY GROUP CONSULTING 119,100
1809 7TH AVE SUITE 1212
SEATTLE,WA98101
CHRISTENSEN GLOBAL STRATEGIES LLC CONSULTING 106,774
131 4TH ST E
KETCHUM,ID83340
CLARK NUBER PS ACCOUNTING 103,092
10900 NE 4TH ST STE 1400
BELLEVUE,WA98004
Total number of others receiving over $50,000 for professional services.............right arrow1
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 16. 313,450
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 (2023)
Form 990-PF (2023)
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
22,414,239
b
Average of monthly cash balances.......................
1b
2,856,834
c
Fair market value of all other assets (see instructions)................
1c
50,544,075
d
Total (add lines 1a, b, and c).........................
1d
75,815,148
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
75,815,148
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,137,227
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,677,921
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,733,896
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
3,733,896
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
44,177
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,177
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,689,719
4
Recoveries of amounts treated as qualifying distributions................
4
4,000
5
Add lines 3 and 4............................
5
3,693,719
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
3,693,719
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
3,478,651
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
3,478,651
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,693,719
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,040,344
b From 2019...... 78,960
c From 2020...... 417,422
d From 2021......  
e From 2022...... 457,218
f Total of lines 3a through e ........ 1,993,944
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,478,651
a Applied to 2022, 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 2023 distributable amount..... 3,478,651
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 215,068 215,068
(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 1,778,876
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		825,276
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		953,600
10 Analysis of line 9:
a Excess from 2019.... 78,960
b Excess from 2020.... 417,422
c Excess from 2021....  
d Excess from 2022.... 457,218
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 CHARITABLE 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 (2023)
Form 990-PF (2023)
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

ACHIYA CLEMONS

5309 S ORCHARD ST APT 44
TACOMA,WA98467 		NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 3,000

ACHIYA CLEMONS

5309 S ORCHARD ST APT 44
TACOMA,WA98467 		NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 2,500

ACHIYA CLEMONS

5309 S ORCHARD ST APT 44
TACOMA,WA98467 		NONE I CLASS 10 FELLOW - ACHIYA CLEMONS 3,000

AMERICAN LEADERSHIP FORUM

1119 PACIFIC AVENUE SUITE 801
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 5,000

AS YOU SOW

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

ASCEND LEADERSHIP THROUGH ATHLETICS

PO BOX 7734
ARLINGTON,VA22207 		  PC GENERAL OPERATING SUPPORT 2,500

BILLINGS MIDDLE SCHOOL

12351 8TH AVE NE
SEATTLE,WA98125 		  PC EMPLOYEE MATCH 525

BRAIDED SEEDS

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

CAMP GALLAGHER

PO BOX 24103
SEATTLE,WA98124 		  PC GENERAL OPERATING SUPPORT 5,000

CAMP SOLOMON SCHECHTER

117 E LOUISA ST 110
SEATTLE,WA98102 		  PC THE MENTOR TRAINING WEEKEND SUPPORTS POTENTIAL MENTORS AND FUTURE LEADERS FOR OSPREY CAMP. THIS WEEKEND INCLUDES HANDS-ON TRAINING IN ACADEMIC KNOWLEDGE, SKILLS, AND CONFIDENCE TO WORK WITH YOUTH IN UNDERSERVED COMMUNITIES IN WASHINGTON STATE. 7,500

CHAPEL HILL PRESBYTERIAN CHURCH

PO BOX 829
GIG HARBOR,WA98335 		  PC EMPLOYEE MATCH 700

CHAPEL HILL PRESBYTERIAN CHURCH

PO BOX 829
GIG HARBOR,WA98335 		  PC EMPLOYEE MATCH 2,400

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 3,000

CHRISTINA QIAO

11009 KIRKWOOD DR SW
LAKEWOOD,WA98498 		NONE I JFP CLASS 10 FELLOW - CHRISTINA QIAO 2,500

CHRISTINA QIAO

11009 KIRKWOOD DR SW
LAKEWOOD,WA98498 		NONE I JFP CLASS 10 FELLOW - CHRISTINA QIAO 3,000

CLIMATE SOLUTIONS

1402 THIRD AVE SUITE 1200
SEATTLE,WA98101 		  PC EMPLOYEE MATCH 105

COMMUNITIES IN SCHOOLS OF PENINSULA

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

COMMUNITY BOAT PROJECT AT PUGET SOUND VOYAGING SOCIETY

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

COMMUNITY FOOD CO-OP'S FARM FUND FISCALLY SPONSORED BY WHATCOM LAND TRUST

405 E HOLLY ST
BELLINGHAM,WA98225 		  PC GENERAL OPERATING SUPPORT - FARM FUND 5,000

CONFLUENCE PHILANTHROPY

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

COVENANT YOUTH OF ALASKA

PO BOX 203356
ANCHORAGE,AK99654 		  PC ALASKAN LEADERS FUND 2,000

COVENANT YOUTH OF ALASKA

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

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 3,000

CYRIL D WALROND

406 E 66TH ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 2,500

CYRIL D WALROND

406 E 66TH ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - CYRIL WALROND 3,000

DAVIDA SHARPE-HAYGOOD

1516 12THST SW
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 2,500

DAVIDA SHARPE-HAYGOOD

1516 12THST SW
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 3,000

DAVIDA SHARPE-HAYGOOD

1516 12THST SW
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - DAVIDA SHARPE-HAYGOOD 3,000

ECOCHALLENGEORG

PO BOX 14911
PORTLAND,OR98293 		  PC GENERAL OPERATING SUPPORT 15,000

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 BANK OF ALASKA INC

2192 VIKING DRIVE
ANCHORAGE,AK99501 		  PC GENERAL OPERATING SUPPORT 1,000

FOOD CONNECTS

22 BROWNE COURT UNIT 103
BRATTLEBORO,VT05301 		  PC GENERAL OPERATING SUPPORT 10,000

FOSS WATERWAY SEAPORT

705 DOCK STREET
TACOMA,WA98402 		  PC SCIENCE ON THE SEA 65,000

FOUNDATION FOR TACOMA STUDENTS

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

FRIENDS OF NORTH CREEK FOREST

PO BOX 2053
BOTHELL,WA980412053 		  PC ENVIRONMENTAL EDUCATION GENERAL OPERATING SUPPORT 2023 25,000

GARDEN RAISED BOUNTY (GRUB)

2016 ELLIOTT AVE NW
OLYMPIA,WA98502 		  PC VOCATIONAL PATHWAYS FOR GRUB YOUTH 20,000

GIG HARBOR PENINSULA FISH

4425 BURNHAM DRIVE
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 25,000

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 STRATEGIC IMPACT DISCRETIONARY FUND - TACOMA PUBLIC SCHOOLS PRINCIPAL RETIREMENT CELEBRATION 1,500

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC EMPLOYEE MATCH 250

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC EMPLOYEE MATCH 500

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC MAUI STRONG FUND - GENERAL OPERATING SUPPORT 25,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6828
TACOMA,WA98403 		  PC EMPLOYEE MATCH 525

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98403 		  PC EMPLOYEE MATCHING GIFT 183

HUNGER INTERVENTION PROGRAM

3841 NE 123RD ST
SEATTLE,WA981255755 		  PC GENERAL OPERATING SUPPORT 5,000

INVEST FOR BETTER INC

2 ROSS CIR
OAKLAND,CA94618 		  PC EMPLOYEE MATCH 104

ISLANDWOOD

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

JAKE NAU

1214 HUSON DR
TACOMA,WA98405 		NONE I JFP CLASS 10 FELLOW - JAKE NAU 3,000

JAKE NAU

1214 HUSON DR
TACOMA,WA98405 		NONE I JFP CLASS 10 FELLOW - JAKE NAU 2,500

JAKE NAU

1214 HUSON DR
TACOMA,WA98405 		NONE I JFP CLASS 10 FELLOW - JAKE NAU 3,000

JAQUETTE EASTERLIN

4517 S JUNETT ST B
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 2,500

JAQUETTE EASTERLIN

4517 S JUNETT ST B
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 3,000

JAQUETTE EASTERLIN

4517 S JUNETT ST B
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - JAQUETTE EASTERLIN 3,000

KELSEY LONGRIE

2270 MADRONA DR SE
PORT ORCHARD,WA98366 		NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 2,500

KELSEY LONGRIE

2270 MADRONA DR SE
PORT ORCHARD,WA98366 		NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 3,000

KELSEY LONGRIE

2270 MADRONA DR SE
PORT ORCHARD,WA98366 		NONE I JFP CLASS 10 FELLOW - KELSEY LONGRIE 3,000

KEY PENINSULA CIVIC CENTER ASSOCIATION

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

KITSAP HUMANE SOCIETY

9167 DICKEY RD NW
SILVERDALE,WA98383 		  PC EMPLOYEE MATCH 1,023

L'ARCHE TAHOMA HOPE

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

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 2,500

LUIS A GARCIA

215 N YAKIMA AVE
TACOMA,WA98403 		NONE I JFP CLASS 10 FELLOW - LUIS A GARCIA 3,000

LUIS A GARCIA

215 N YAKIMA AVE
TACOMA,WA98403 		NONE I JFP CLASS 10 FELLOW - LUIS A GARCIA 3,000

MAIRA MARISCAL

1017 S PEARL ST 17A
TACOMA,WA98465 		NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 3,000

MAIRA MARISCAL

1017 S PEARL ST 17A
TACOMA,WA98465 		NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 2,500

MAIRA MARISCAL

1017 S PEARL ST 17A
TACOMA,WA98465 		NONE I JFP CLASS 10 FELLOW - MAIRA MARISCAL 3,000

MARY CURRY

5707 SOUTH GOVE STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - MARY CURRY 2,500

MARY CURRY

5707 SOUTH GOVE STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - MARY CURRY 3,000

MARY CURRY

5707 SOUTH GOVE STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - MARY CURRY 3,000

MAUI UNITED WAY INC

95 MAHALANI STREET SUITE 24
WAILUKU,HI96793 		  PC EMPLOYEE MATCH 250

MELO HOGAN

5801 E K ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - MELO HOGAN 2,500

MELO HOGAN

5801 E K ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - MELO HOGAN 3,000

MELO HOGAN

5801 E K ST
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - MELO HOGAN 3,000

NONPROFIT FINANCE FUND

5 HANOVER SQUARE 9TH FLOOR
NEW YORK,NY10004 		  PC EQUITY AUDIT AND BUILDING OUT A DEIB FRAMEWORK 2,000

NORTHWEST NATURAL RESOURCE GROUP

2701 1ST AVE SUITE 240
SEATTLE,WA98121 		  PC FOREST AND CLIMATE SOLUTIONS FOR THE NEXT GENERATION 12,500

NORTHWEST YOUTH CORPS

2621 AUGUSTA STREET
EUGENE,OR97403 		  PC SOUND TO SUMMIT EXPANSION, YEAR 2 20,500

OASIS YOUTH CENTER (FISCALLY SPONSORED BY PIERCE COUNTY AIDS FOUNDATION)

2215 PACIFIC AVE
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 1,500

PACIFIC EDUCATION INSTITUTE

MARKET PLACE OFFICE BLD 724
COLUMBIA ST NW SUITE 255
OLYMPIA,WA98501 		  PC YOUTH ENGAGED IN SUSTAINABLE SYSTEMS (YESS) 30,000

PEOPLE FOR ANIMAL CARE AND KINDNESS

PO BOX 1190
GIG HARBOR,WA98335 		  PC EMPLOYEE MATCH 520

PHINNEY NEIGHBORHOOD ASSOCIATION

6532 PHINNEY AVE N
SEATTLE,WA98103 		  PC EMPLOYEE MATCH 80

PONY UP RESCUE

PO BOX 1023
OLALLA,WA98359 		  PC EMPLOYEE MATCH 500

PORT TOWNSEND MARINE SCIENCE CENTER

532 BATTERY WAY
PORT TOWNSEND,WA98368 		  PC GROWING OCEAN STEWARDS 20,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET SUITE 107
SEATTLE,WA98109 		  PC LOST URBAN CREEKS PROJECT 20,000

RENEWABLE ENERGY ALASKA PROJECT

308 G ST STE 225
ANCHORAGE,AK99501 		  PC GENERAL OPERATING SUPPORT 1,000

SEA POTENTIAL (FISCAL SPONSOR SUSTAINABLE SEATTLE)

3236 SW AVALON WAY APT 305
SEATTLE,WA98122 		  PC GET INTO IT: MARITIME 18,000

SEATTLE PARKS FOUNDATION

PO BOX 3541
SEATTLE,WA981243541 		  PC EMPLOYEE MATCH 3,000

SECOND CYCLE COMMUNITY BIKE SHOP

1205 MLK JR WAY
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 15,000

SELLWOOD COMMUNITY HOUSE

1436 SOUTHEAST SPOKANE STREET
PORTLAND,OR97202 		  PC MORELAND WOODS 2,500

SHADOW

PO BOX 58963
RENTON,WA98058 		  PC WILDERNESS ADVENTURE PROGRAMMING FOR THE OUTDOOR ACADEMY 3,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		  PC EMPLOYEE MATCH 250

SOUTH PUGET SOUND SALMON ENHANCEMENT GROUP

6700 MARTIN WAY EAST SUITE 112
OLYMPIA,WA98516 		  PC GENERAL OPERATING SUPPORT 5,000

SOUTH SOUND ESTUARY ASSOCIATION

PO BOX 2182
OLYMPIA,WA98507 		  PC K-12 ENVIRONMENTAL EDUCATION FIELD TRIPS: BAYSHORE FIELD STEM, CONSERVATION KIDS, ESTUARY LIFE AND LANDFORMS, ON THE WATER 12,500

SPIRIT TA'AN'PE'TU MISKA

4914 S MULLEN ST
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA 2,500

SPIRIT TA'AN'PE'TU MISKA

4914 S MULLEN ST
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA 3,000

SPIRIT TA'AN'PE'TU MISKA

4914 S MULLEN ST
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - SPIRIT TA'AN'PE'UT MISKA 3,000

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC EMPLOYEE MATCH 800

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC VOLUNTEER MATCH - SCB EXECELLENCE IN EDUCATION ANNUAL FUND 1,000

ST CHARLES BORROMEO PARISH

7112 SOUTH 12TH STREET
TACOMA,WA98465 		  PC EMPLOYEE MATCH 500

STANLEY ANN DUNHAM SCHOLARSHIP FUND

7683 SE 27TH ST 102
MERCER ISLAND,WA98040 		  PC EMPLOYEE VOLUNTEER MATCHING GRANT 1,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE A
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 5,000

SUMMER SEARCH

635 ANDOVER PARK WEST BUILDING 8
SUITE 200
TUKWILA,WA98188 		  PC EXPERIENTIAL SUMMER PROGRAM 25,000

SUN VALLEY WRITERS' CONFERENCE

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

SUSTAINABLE CONNECTIONS

1701 ELLIS STREET SUITE 221
BELLINGHAM,WA98225 		  PC FOOD & FARMING PROGRAM 5,000

THE FOODBANK AT ST MARYS

611 20TH AVE S
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT 5,000

THE MUSTARD SEED PROJECT OF KEY PENINSULA

PO BOX 182
VAUGHN,WA98394 		  PC GENERAL OPERATING SUPPORT 5,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606 		  PC THE NATURE CONSERVANCY ALASKA GENERAL OPERATING SUPPORT 1,000

THE TRACKING PROJECT INC

PO BOX 266
CORRALES,NM87048 		  PC GENERAL OPERATING SUPPORT 10,000

THE TRUST FOR PUBLIC LAND

1218 THIRD AVE SUITE 1700
SEATTLE,WA98101 		  PC EMPLOYEE MATCH 250

THE TRUST FOR PUBLIC LAND

1218 THIRD AVE SUITE 1700
SEATTLE,WA98101 		  PC EMPLOYEE MATCHING GIFT 250

TILTH ALLIANCE

4649 SUNNYSIDE AVE N 100
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 5,000

TOBY JOSEPH JR

1017 N MERIDIAN K10
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 3,000

TOBY JOSEPH JR

1017 N MERIDIAN K10
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 3,000

TOBY JOSEPH JR

1017 N MERIDIAN K10
PUYALLUP,WA98371 		NONE I JFP CLASS 10 FELLOW - TOBY JOSEPH, JR. 2,500

TRAVIS POPE

4019 E E STREE
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 2,500

TRAVIS POPE

4019 E E STREE
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 3,000

TRAVIS POPE

4019 E E STREE
TACOMA,WA98404 		NONE I JFP CLASS 10 FELLOW - TRAVIS POPE 3,000

TROUT UNLIMITED

1777 N KENT STREET SUITE 100
ARLINGTON,VA22209 		  PC EXPANDING THE LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM - PHASE 2 - GENERAL OPERATING SUPPORT 20,000

UNIVERSITY DISTRICT FOOD BANK

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

UNIVERSITY OF WASHINGTON (UW BOTANIC GARDENS)

2300 ARBORETUM DRIVE E
SEATTLE,WA98195 		  PC INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP 20,000

UNIVERSITY OF WASHINGTON FOUNDATION - MILGARD SCHOOL OF BUSINESS FINANCIAL

BOX 359505
SEATTLE,WA98195 		  PC MILGARD SCHOOL OF BUSINESS FINANCIAL WELLNESS INITIATIVE FUND (68-4897) 5,000

UNIVERSITY OF WASHINGTON FOUNDATION (MOUNT RAINIER INSTITUTE)

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

UNIVERSITY PREPARATORY ACADEMY

8000 25TH AVE NE
SEATTLE,WA981154600 		  PC EMPLOYEE MATCH 500

VASHON NATURE CENTER

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

VC INCLUDE A PROJECT OF TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		  PC GENERAL OPERATING SUPPORT 50,000

VENALIN AGUILAR

6610 SOUTH ALDER STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 3,000

VENALIN AGUILAR

6610 SOUTH ALDER STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 3,000

VENALIN AGUILAR

6610 SOUTH ALDER STREET
TACOMA,WA98409 		NONE I JFP CLASS 10 FELLOW - VENALIN AGUILAR 2,500

WASHINGTON OUTDOOR SCHOOL CONSORTIUM (FISCAL SPONSOR WASHINGTON SCHOOL PRI

1021 8TH AVE SE
OLYMPIA,WA98501 		  PC GENERAL OPERATING SUPPORT 24,000

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 SUPPORT FOR INDIGENOUS FELLOW AND TEEN INTERNS - TRAINING AND DEVELOPMENT FOR PROGRAM DIRECTOR AND STAFF. 25,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

WWU 516 HIGH STREET MS 9034
BELLINGHAM,WA98225 		  PC SEA DISCOVERY CENTER'S FLOATING FIELD TRIPS: NEARSHORE LIFE IN THE SALISH SEA 25,000

WILD SOCIETY

PO BOX 816
KINGSTON,WA98346 		  PC 2023 GENERAL OPERATING SUPPORT 25,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD MS 40
WOODS HOLE,MA02543 		  PC GENERAL OPERATING SUPPORT 25,000

WORLD RELIEF SEATTLE

23835 PACIFIC HIGHWAY S STE 100
KENT,WA98032 		  PC EQUITY AND SUSTAINABILITY INTERNSHIP PROGRAM 25,000

YMCA OF GREATER SEATTLE - CAMP & OUTDOOR LEADERSHIP

909 4TH AVE
SEATTLE,WA98104 		  PC YMCA EARTH SERVICE CORPS (YESC) 35,000

YMCA OF PIERCE AND KITSAP COUNTIES

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

YOUNG LIFE - UNIVERSITY PLACENORTH TACOMA

PO BOX 70065
PRESCOTT,AZ863047065 		  PC EMPLOYEE MATCH 600
Total .................................right arrow 3a 1,237,599
bApproved for future payment

AFFILIATED TRIBES OF NORTHWEST INDIANS
407 NE 12TH AVE
PORTLAND,OR97232 		  PC GENERAL OPERATING SUPPORT FOR ATNI 20,000

AFRICAN COMMUNITY HOUSING & DEVELOPMENT
16256 MILITARY RD S STE 206
SEATAC,WA98188 		  PC GENERAL OPERATING SUPPORT 2,000

ANDREA HAUG
237 S 70TH ST
TACOMA,WA98408 		NONE I JFP CLASS 11 FELLOW - ANDI HAUG 8,500

ANESIA SMITH
3808 S MASON AVE APT D305
TACOMA,WA98409 		NONE I JFP CLASS 11 FELLOW - ANESIA SMITH 8,500

BLACK FARMERS COLLECTIVE
1114 31ST AVE S
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT 3,000

CARMEN ADAMS
10018 GOLDEN GIVEN RD E 35
TACOMA,WA98445 		NONE I JFP CLASS 11 FELLOW - CARMEN ADAMS 8,500

CLARENCE MITCHELL JR
1612 HUSON DR
TACOMA,WA98405 		NONE I JFP CLASS 11 FELLOW - CLARENCE MITCHELL, JR. 8,500

CLEAN ENERGY TRANSITION INSTITUTE
1402 THIRD AVENUE SUITE 925 SEATTLE
WA 98101 4616 25TH AVENUE NE
SEATTLE,WA98105 		  PC GENERAL OPERATING SUPPORT 20,000

CLIMATE INTERACTIVE FISCALLY SPONSORED BY NEW VENTURE FUND
1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 20,000

COMMUNITIES IN SCHOOLS OF PENINSULA
PO BOX 684
VAUGHN,WA98394 		  PC LAZARUS FUND 50,000

COMMUNITY TO COMMUNITY DEVELOPMENT (C2C) FS INSTITUTE FOR WASHINGTONS FUTUR
6605 202ND ST SW 203 W HOLLY SUITE
311
BELLINGHAM,WA98226 		  PC SUPPORT FOR COOPERATIVA TIERRA Y LIBERTAD, A COMMUNALLY-OWNED MODEL FOR ORGANIC, REGENERATIVE AND CLIMATE-RESILIENT FARMING 75,000

COREALE FORREST
PMB 3549 PO BOX 257
OLYMPIA,WA98507 		NONE I JFP CLASS 11 FELLOW - CREA FORREST 8,500

DAVID THOMPSON
6515 TACOMA AVE S
TACOMA,WA98408 		NONE I JFP CLASS 11 FELLOW - DAVID THOMPSON 8,500

DEBORAH MARTINEZ
8705 S AINSWORTH AVE
TACOMA,WA98444 		NONE I JFP CLASS 11 FELLOW - DEB MARTINEZ 8,500

ELEVATE MASON COUNTY (FS POWER)
141 W STARDUST LANE
SHELTON,WA98584 		  PC GENERAL OPERATING SUPPORT 2,000

EMERALD CITIES COLLABORATIVE
1660 L ST NW STE 204
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 20,000

ERIN SARVIS
1816 S SPRAGUE AVE
TACOMA,WA98409 		NONE I JFP CLASS 11 FELLOW - ERIN SARVIS 8,500

FOOD BACKPACKS 4 KIDS
PO BOX 173
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 2,000

GIG HARBOR PENINSULA FISH
4425 BURNHAM DRIVE
GIG HARBOR,WA98335 		  PC GENERAL OPERATING SUPPORT 25,000

GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE SUITE 1100
TACOMA,WA98402 		  PC GIG HARBOR LAND CONSERVATION FUND, NORTH CREEK SALMON HERITAGE SITE PHASE 4 30,000

GREENHOUSE SCHOLARS
1820 FOLSOM STREET
BOULDER,CO80302 		  PC YOUNG LEADERS PROGRAM 5,000

JOHN GUSTAV LABAYEN
1014 NORTH K ST APT 1
TACOMA,WA98403 		NONE I JFP CLASS 11 FELLOW - GUS LABAYEN 8,500

JOSE MIGUEL ROJAS
6412 96TH ST E 9
PUYALLUP,WA98371 		NONE I JFP CLASS 11 FELLOW - JOSE MIGUEL ROJAS 8,500

KULSHAN CARBON TRUST
1515 LARRABEE AVE BELLINGHAM WA
98225
BELLINGHAM,WA98225 		  PC EXPANDING FARMER ACCESS TO REGENERATIVE SOIL AMENDMENTS THROUGH THE COMMUNITY BIOCHAR PROGRAM 70,000

MOSES CARTER
12517 47TH AVE APT 2
LAKEWOOD,WA98499 		NONE I JFP CLASS 11 FELLOW - MOSES CARTER 8,500

MULTICARE BEHAVIORAL HEALTH FOUNDATION
PO BOX 5296
TACOMA,WA984150296 		  PC GENERAL OPERATING SUPPORT 2,675

NICOLE JORDAN
2716 SOUTH 12TH ST APT4
TACOMA,WA98405 		NONE I JFP CLASS 11 FELLOW - NICOLE JORDAN 8,500

NICOLLETTE COMBS-ROE
3751 COURT Q
TACOMA,WA98404 		NONE I JFP CLASS 11 FELLOW - NICOLLETTE COMBS-ROE 8,500

PIERCE CONSERVATION DISTRICT
308 WEST STEWART AVE PO BOX 1057
PUYALLUP,WA98371 		  GOV HARVEST PIERCE COUNTY 75,000

PUGET SOUND RESTORATION FUND
8001 NE DAY RD WEST SUITE B
BAINBRIDGE ISLAND,WA98110 		  PC GENERAL OPERATING SUPPORT 75,000

RESTAURANT 2 GARDEN (FISCAL SPONSOR SEATTLE PARKS FOUNDATION)
PO BOX 3541
SEATTLE,WA98124 		  PC RESTAURANT 2 GARDEN EXPANSION 75,000

SPARK NORTHWEST
1402 3RD AVE SUITE 901
SEATTLE,WA98101 		  PC GENERAL OPERATING SUPPORT 20,000

TACOMA HOUSING DEVELOPMENT GROUP
902 S L ST
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 2,000

TACOMA URBAN LAND TRUST
PO BOX 5616
TACOMA,WA984155616 		  PC GENERAL OPERATING SUPPORT 1,325

TILTH ALLIANCE
4649 SUNNYSIDE AVE N 100
SEATTLE,WA98103 		  PC COALITION FOR ORGANIC AND REGENERATIVE AGRICULTURE 2,500

TILTH ALLIANCE
4649 SUNNYSIDE AVE N 100
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 2,500

VANNRA UOK
1402 E 69TH STREET APT 1-202
TACOMA,WA98404 		NONE I JFP CLASS 11 FELLOW - VANNRA UOK 8,500

VIVA FARMS
16470 STATE ROUTE 20
MOUNT VERNON,WA98273 		  PC AGPARK MARKET CENTER CONSTRUCTION 75,000

WASHINGTON MARITIME BLUE
1900 W NICKERSON ST STE 301
SEATTLE,WA98119 		  PC GENERAL OPERATING SUPPORT 50,000

WASHINGTON STATE UNIVERSITY KITSAP COUNTY EXTENSION
345 6TH ST SUITE 550
BREMERTON,WA98337 		  PC GENERAL OPERATING SUPPORT FOR SMALL FARMS PROGRAMMING 26,000

WASHINGTON WATER TRUST
1500 WESTLAKE AVE N STE 202
SEATTLE,WA981093008 		  PC FARMS AND FISH: CLIMATE-RESILIENT AND FISH-FRIENDLY WATER FOR FARMING IN THE SAMMAMISH VALLEY 60,000

WILLIE NOBLES
6953 SOUTH STEVENS ST
TACOMA,WA98409 		NONE I JFP CLASS 11 FELLOW - WILLIE NOBLES 8,500
Total ................................. right arrow 3b 938,500
Form 990-PF (2023)
Form 990-PF (2023)
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 58,908  
4 Dividends and interest from securities ....     14 594,163 5,062
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 1,143,891  
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 4,832  
bCREDIT CARD REWARDS         4,000
cINCOME/LOSS FROM PASS THRU K-1 INVESTMENTS     18 -145,241  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,656,553 9,062
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,665,615
(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 DISBURSEMENTS
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 79,227 7,820   95,272

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

TY 2023 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
PORT OF SKAGIT
  		15400 AIRPORT DRIVE
BURLINGTON,WA98233 		2022-07-15 5,000 GRANT FUNDS WILL BE USED TO SPONSOR THE SKAGIT AG SUMMIT, A LOCAL AGRICULTURAL CONFERENCE HOSTED BY WASHINGTON STATE UNIVERSITY-SKAGIT COUNTY EXTENSION. THE CONFERENCE COVERS TOPICS THAT IMPACT AGRICULTURE, INCLUDING WATER, LABOR, CLIMATE, SUSTAINABLE PRACTICES, ECONOMIC VIABILITY, INNOVATION AND LEADERSHIP. 0 TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED 12/31/22, 12/31/23    

TY 2023 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 LEADERSHIPDEVELOPMENT ACTIVITIES, AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2023, JANE'S FELLOWSHIP HAD 13 FELLOWS:TOTAL OPERATING EXPENSES = $313,450TOTAL 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.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO MANAGED ACCOUNTS 10,381,299 10,381,299

TY 2023 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 12,486,947 12,486,947
VANGUARD GLOBAL ESG STOCK FUND GROUP MANAGED BY FIDELITY 3,255,200 3,255,200
ALVARIUM TIEDEMANN HOLDINGS GROUP MANAGED BY FIDELITY 1,043,990 1,043,990

TY 2023 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:


449,145
State & Local Government Securities - End of Year Fair Market Value:


449,145


TY 2023 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 556,898 556,898
ACM PERMANENT CROPS, LLC FMV 1,612,665 1,612,665
BTG PACTUAL TIMERLAND INV GRP FMV 2,300,000 2,300,000
CARBON DIRECT FUND FMV 129,137 129,137
ECOTRUST FORESTS II , LLC FMV 1,221,653 1,221,653
ECOTRUST FORESTS III, LLC FMV 916,663 916,663
FORTERRA STRONG COMMUNITIES FUND FMV 145,283 145,283
FCV-Q LP FMV 726,259 726,259
FOUNDERS' CO-OP IV LP FMV 1,064,688 1,064,688
GENERATE CAPITAL FMV 499,986 499,986
GENERATION IM FMV 10,772,327 10,772,327
GLOBAL IMPACT ACCESS PARTNERSHIP, LP FMV 8,514,559 8,514,559
GLOBAL IMPACT ACCESS PARTNERSHIP II, LP FMV 2,487,092 2,487,092
GREENBACKER RENEWABLE ENERGY FMV 2,012,408 2,012,408
HARLEM CAPITAL PARTNERS VENTURE FUND II, LP FMV 237,955 237,955
MARCHO PARTNERS FEEDER FUND FMV 669,740 669,740
ORGANICALLY GROWN COMPANY FMV 500,000 500,000
PMF INTEGRO FUND I FMV 468,477 468,477
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V (OFFSHORE) LP FMV 70,725 70,725
PORTFOLIO ADVISORS PRIVATE EQUITY VII FMV 1,220,241 1,220,241
PORTFOLIO ADVISORS SECONDARY FUND FMV 32,686 32,686
ROSE AFFORDABLE HOUSING PRESERVATION FUND IV REIT, LP FMV 1,915,295 1,915,295
SOSV III LP FMV 2,763,312 2,763,312
SOSV IV LP FMV 2,992,637 2,992,637
SQUADRON ASIA PACIFIC FUND (OFFSHORE), LP FMV 77,630 77,630
STEPSTONE VC OPPORTUNITIES FUND IV FMV 719,713 719,713
THE LYME FOREST FUND IV TE, LP FMV 460,519 460,519
WASTEWATER OPPORTUNITY FUND, LLC FMV 244,427 244,427

TY 2023 LegalFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,125 0   4,125


TY 2023 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 166,100 152,100 152,100


TY 2023 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 57,045 0   57,045
EVENTS 201,279 0   201,279
HONORARIUMS 22,200 0   22,200
INSURANCE 19,603 0   19,603
MISCELLANEOUS 17,672 0   44,115
OFFICE SUPPLIES 2,599 0   2,599
POSTAGE 538 0   538
SERVICE CHARGES 10,304 0   10,304
STAFF RECOGNITION 9,471 0   9,471
INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - K-1 239,227 453,878   0
INVESTMENT EXP FROM PASS THROUGH INVESTMENTS - NON-K-1 3,076 3,076   0
INFORMATION TECHNOLOGY 28,753 0   28,753


TY 2023 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 4,832 4,832 4,832
CREDIT CARD REWARDS 4,000   4,000
INCOME/LOSS FROM PASS THRU K-1 INVESTMENTS -145,241 -18,623 -145,241


TY 2023 OtherIncreasesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Amount
UNREALIZED GAIN/LOSS ON SECURITIES 4,472,714


TY 2023 OtherLiabilitiesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 201,000 201,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 258,994 258,994   0
CONTRACT LABOR 108,893 0   118,215
PAYROLL SERVICE FEES 8,851 0   8,851
GRANT CONSULTING 445,069 0   409,755


TY 2023 TaxesSchedule
Name:
THE RUSSELL FAMILY FOUNDATION
EIN:
91-1663336
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2 2,767   0
PERSONAL PROPERTY TAX 1,440 0   1,440
STATE TAXES 551 0   51