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
GROUSEMONT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)511 BOREN AVENUE NORTH 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98109
A Employer identification number

91-1276047
B Telephone number (see instructions)

(206) 323-3686
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$229,906,451J 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) 2,002,793
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,268,898 1,268,898  
4 Dividends and interest from securities... 5,643,890 7,912,002  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,304,220
b Gross sales price for all assets on line 6a 41,581,872
7 Capital gain net income (from Part IV, line 2)... 9,391,907
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
0 236,844  
12 Total. Add lines 1 through 11........ 17,219,801 18,809,651  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,110 1,110   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,438 5,544   49,894
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
638,086 244,760   393,326
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
251,500 7,261   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,080 136   3,944
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,880 433,740   56,715
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,007,094 692,551   503,879
25 Contributions, gifts, grants paid....... 10,829,333 10,829,333
26 Total expenses and disbursements. Add lines 24 and 25 11,836,427 692,551   11,333,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,383,374
b Net investment income (if negative, enter -0-) 18,117,100
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.............      
2 Savings and temporary cash investments......... 26,813,222 21,439,140 23,439,140
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,642,514 Click to see attachment
List of Attached Documents:
// Content
3,659,947 		3,620,235
b Investments—corporate stock (attach schedule)....... 106,929,814 Click to see attachment
List of Attached Documents:
// Content
105,057,667 		148,047,905
c Investments—corporate bonds (attach schedule)....... 7,241,484 Click to see attachment
List of Attached Documents:
// Content
11,574,190 		11,502,174
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).......... 34,797,106 Click to see attachment
List of Attached Documents:
// Content
42,076,570 		43,296,997
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 178,424,140 183,807,514 229,906,451
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 178,424,140 183,807,514
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)..... 178,424,140 183,807,514
30 Total liabilities and net assets/fund balances (see instructions). 178,424,140 183,807,514
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
178,424,140
2
Enter amount from Part I, line 27a .....................
2
5,383,374
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
183,807,514
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
183,807,514
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   2022-01-01 2023-12-31
b 424912 SHARES OF PACCAR INC   2022-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P 2022-01-01 2023-12-31
d PASS THROUGH CAPITAL LOSS P 2021-01-01 2023-12-31
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 31,963,798   6,279,766 25,684,032
b 9,587,565   25,834,182 -16,246,617
c 30,509     30,509
d     76,017 -76,017
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       25,684,032
b       -16,246,617
c       30,509
d       -76,017
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 9,391,907
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) 1 251,828
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........................... 3 251,828
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- ..... 5 251,828
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 208,461
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 165,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 373,461
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
8 835
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 10 120,798
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow120,798 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 arrowWA, CA, NY
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 arrowNONE
14
The books are in care ofright arrowCORIENT Telephone no.right arrow (470) 487-8648

Located atright arrow1910 FAIRVIEW AVENUE EAST SUITE 200SEATTLEWA ZIP+4right arrow98102
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
No
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
 
 
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
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
SALLY S WRIGHT PRESIDENT/DIRECTOR
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
CLAIRE MCSHANE DIRECTOR
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
KATE JANEWAY DIRECTOR
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
KORYNNE WRIGHT DIRECTOR/SECRETARY
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
KYLE ROLFE DIRECTOR/TREASURER
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
LAUREN ROLFE DIRECTOR
1.00 		0 0 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
SARAH HOPPER FOUNDATION MANAGER
20.00 		51,750 4,743 0
511 BOREN AVENUE NORTH SUITE 300
SEATTLE,WA98109
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
NONE
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
SOUND PHILANTHROPY LLC PHILANTHROPIC 269,248
4310 BIRKLAND ROAD NE
BAINBRIDGE ISLAND,WA98110
COLUMBIA PACIFIC CAPITAL MANAGERMENT INVESTMENT MANAGEMENT 231,975
1910 FAIRVIEW AVE E SUITE 200
SEATTLE,WA98102
RASHAD MORRIS PHILANTHROPIC 75,000
21031 5TH AVE S
DES MOINES,WA98198
FOUNDATION SOURCE ADMINISTRATIVE SERVICES 50,280
55 WALLS DRIVE
FAIRFIELD,CT06824
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 NONE 0
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
141,094,606
b
Average of monthly cash balances.......................
1b
26,196,466
c
Fair market value of all other assets (see instructions)................
1c
49,352,210
d
Total (add lines 1a, b, and c).........................
1d
216,643,282
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
216,643,282
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,249,649
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
213,393,633
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,669,682
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
10,669,682
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
251,828
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
251,828
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,417,854
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,417,854
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
10,417,854
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
11,333,212
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
11,333,212
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 10,417,854
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...... 140,695
b From 2019...... 432,413
c From 2020...... 150,535
d From 2021......  
e From 2022...... 2,335,701
f Total of lines 3a through e ........ 3,059,344
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,333,212
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..... 10,417,854
e Remaining amount distributed out of corpus 915,358
5 Excess distributions carryover applied to 2023. 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 3,974,702
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) ... 		140,695
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,834,007
10 Analysis of line 9:
a Excess from 2019.... 432,413
b Excess from 2020.... 150,535
c Excess from 2021....  
d Excess from 2022.... 2,335,701
e Excess from 2023.... 915,358
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

5TH AVENUE THEATRE ASSOCIATION

1326 5TH AVE STE 735
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 5,000

A CONTEMPORARY THEATRE INC

700 UNION ST
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 25,000

ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS SEATTLE CHAPTER

4616 25TH AVE NE
SEATTLE,WA98105 		  PC GENERAL & UNRESTRICTED 5,000

ALTERNATIVES TO HUNGER

1824 ELLIS ST
BELLINGHAM,WA98225 		  PC GENERAL & UNRESTRICTED 5,000

AMERICAN NATIONAL RED CROSS

PO BOX 37839
BOONE,IA50037 		  PC HAWAII WILDFIRES OTHER 15,000

ARTS CORPS

4408 DELRIDGE WAY SW
SEATTLE,WA98106 		  PC GENERAL & UNRESTRICTED 50,000

ATLANTIC STREET CENTER

2103 S ATLANTIC ST
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 30,000

BALLARD FOOD BANK

1400 NW LEARY WAY
SEATTLE,WA98107 		  PC GENERAL & UNRESTRICTED 5,000

BALLARD HIGH SCHOOL FOUNDATION

PO BOX 17626
SEATTLE,WA98127 		  PC BALLARD HIGH SCHOOL GAINS PROGRAM 75,000

BELLEVUE BOYS & GIRLS CLUB

209 100TH AVE NE
BELLEVUE,WA98004 		  PC GENERAL & UNRESTRICTED 10,000

BOOK-IT REPERTORY THEATRE

SEATTLE CENTER 305 HARRISON ST
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

BOYER CHILDRENS CLINIC

1850 BOYER AVE EAST
SEATTLE,WA98112 		  PC GENERAL & UNRESTRICTED 10,000

BOYS AND GIRLS CLUBS OF KING COUNTY

220 W MERCER ST STE 410
SEATTLE,WA98119 		  PC GENERAL & UNRESTRICTED 50,000

BOYS AND GIRLS CLUBS OF KING COUNTY

220 W MERCER ST STE 410
SEATTLE,WA98119 		  PC GENERAL & UNRESTRICTED 10,000

BYRD BARR PLACE

722 18TH AVE
SEATTLE,WA98122 		  PC GENERAL & UNRESTRICTED 50,000

CASA LATINA

317 17TH AVE S
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 20,000

CENTRAL LUTHERAN CHURCH

1604 W YAKIMA AVE
YAKIMA,WA98902 		  PC GENERAL & UNRESTRICTED 11,000

CHILDREN AND YOUTH JUSTICE CENTER

300 ELLIOTT AVE W STE 360
SEATTLE,WA98119 		  PC GENERAL & UNRESTRICTED 25,000

CHOOSE 180

1416 SW 151ST ST
BURIEN,WA98166 		  PC GENERAL & UNRESTRICTED 3,000

COACHELLA VALLEY BRIDGE FOUNDATION

34202 COOK ST
PALM DESERT,CA92211 		  PC GENERAL & UNRESTRICTED 1,000

COLLEGE SUCCESS FOUNDATION

15500 SE 30TH PL STE 200
BELLEVUE,WA98007 		  PC GENERAL & UNRESTRICTED 10,000

COLLEGE SUCCESS FOUNDATION

15500 SE 30TH PL STE 200
BELLEVUE,WA98007 		  PC GENERAL & UNRESTRICTED 40,000

COMMUNITIES IN SCHOOLS OF GREATER KING COUNTY

1055 S GRADY WAY
RENTON,WA98057 		  PC GENERAL & UNRESTRICTED 30,000

COMMUNITIES IN SCHOOLS OF GREATER KING COUNTY

1055 S GRADY WAY
RENTON,WA98057 		  PC GENERAL & UNRESTRICTED 20,000

COMMUNITY PASSAGEWAYS

PO BOX 28685
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 325,000

COMMUNITY PASSAGEWAYS

PO BOX 28685
SEATTLE,WA98118 		  PC HEALING RETREAT 70,000

COYOTE CENTRAL

2300 E CHERRY ST
SEATTLE,WA98122 		  PC GENERAL & UNRESTRICTED 6,000

DESERT COMMUNITY FOUNDATION

75105 MERLE DR STE 300
PALM DESERT,CA92211 		  PC THUNDERBIRD EMPLOYEE SCHOLARSHIP FUND 2,000

DESERT COMMUNITY FOUNDATION

75105 MERLE DR STE 300
PALM DESERT,CA92211 		  PC THUNDERBIRD EMPLOYEE SCHOLARSHIP FUND 1,000

DUWAMISH RIVER CLEANUP COALITION-TECHNICAL ADVISORY GROUP

7400 3RD AVE S
SEATTLE,WA98108 		  PC GENERAL & UNRESTRICTED 300,000

DUWAMISH RIVER CLEANUP COALITION-TECHNICAL ADVISORY GROUP

7400 3RD AVE S
SEATTLE,WA98108 		  PC GENERAL & UNRESTRICTED 10,000

EARTHGEN

4649 SUNNYSIDE AVE NORTH SUITE 3
SEATTLE,WA98103 		  PC GENERAL & UNRESTRICTED 20,000

EARTHGEN

4649 SUNNYSIDE AVE NORTH SUITE 3
SEATTLE,WA98103 		  PC GENERAL & UNRESTRICTED 30,000

EARTHJUSTICE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		  PC GENERAL & UNRESTRICTED 50,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		  PC GENERAL & UNRESTRICTED 5,000

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122 		  PC ANNUAL FUND OTHER 5,000

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122 		  PC AUCTION RAISE THE PADDLE/SCHOLARSHIPS 10,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		  PC GENERAL & UNRESTRICTED 5,000

EXPERIENCE LEARNING COMMUNITY

325 5TH AVE N
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

FAMILY LAW CASA OF KING COUNTY

16300 CHRISTENSEN ROAD STE 306
TUKWILA,WA98188 		  PC GENERAL & UNRESTRICTED 50,000

FARESTART

700 VIRGINIA ST
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 100,000

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108 		  PC GENERAL & UNRESTRICTED 50,000

FRIENDS OF KEXP

472 1ST N AVE
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 50,000

FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER

4575 E MESQUITE AVE
PALM SPRINGS,CA92264 		  PC GENERAL & UNRESTRICTED 500

GLOBAL IMPACT

1199 NORTH FAIRFAX ST STE 300
ALEXANDRIA,VA22314 		  PC REFUSE TO QUIT SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY 5,000

GLOBAL TO LOCAL HEALTH INITIATIVE

2800 S 192ND ST STE 104
SEATAC,WA98188 		  PC GENERAL & UNRESTRICTED 15,000

HAMLIN ROBINSON SCHOOL

1701 20TH AVE S
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 10,000

HAMLIN ROBINSON SCHOOL

1701 20TH AVE S
SEATTLE,WA98144 		  PC ELEVATING YOUR IMPACT CAMPAIGN 33,333

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		  PC MAUI STRONG FUND OTHER 25,000

HENDERSON-NORWESTER CAMP

PO BOX 1055
EDMONDS,WA98020 		  PC TO BE APPLIED TO THE SCHOLARSHIP FUND 5,000

HOPELINK

PO BOX 3577
REDMOND,WA98073 		  PC GENERAL & UNRESTRICTED 35,000

INSTITUTE FOR WASHINGTONS FUTURE

2720 VALENCIA ST
BELLINGHAM,WA98226 		  PC COMMUNITY 2 COMMUNITY GENERAL OPERATING SUPPORT SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY 100,000

KANDELIA

3829B S EDMONDS ST BOX 9
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 15,000

KINDERING CENTER

16120 NE 8TH ST
BELLEVUE,WA98008 		  PC GENERAL & UNRESTRICTED 30,000

KINDERING CENTER

16120 NE 8TH ST
BELLEVUE,WA98008 		  PC GENERAL & UNRESTRICTED 5,000

KITSAP IMMIGRANT ASSISTANCE CENTER

PO BOX 1276
BREMERTON,WA98337 		  PC GENERAL & UNRESTRICTED 10,000

KITSAP IMMIGRANT ASSISTANCE CENTER

PO BOX 1276
BREMERTON,WA98337 		  PC GENERAL & UNRESTRICTED 50,000

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE STE 310
SEATTLE,WA98105 		  PC GENERAL & UNRESTRICTED 5,000

LAKESIDE SCHOOL

14050 1ST AVE NE
SEATTLE,WA98125 		  PC GENERAL & UNRESTRICTED 500

LATINO COMMUNITY FUND OF WASHINGTON STATE

PO BOX 30669
SEATTLE,WA98113 		  PC FIRELANDS WORKERS UNITED C3; HOME WEATHERIZATION AND ENERGY EFFICIENCY IMPROVEMENTS PROJECT SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY 100,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH ST NW 7TH FL
WASHINGTON,DC20005 		  PC GENERAL & UNRESTRICTED 5,000

LEGAL COUNSEL FOR YOUTH AND CHILDREN

PO BOX 28629
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 30,000

LONG LIVE THE KINGS

1326 5TH AVE STE 450
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 10,000

MALARIA CONSORTIUM US

PO BOX 6334
HERMITAGE,PA16148 		  PC SEASONAL MALARIA CHEMOPREVENTION PROGRAM 10,000

MARYS PLACE SEATTLE

PO BOX 1711
SEATTLE,WA98111 		  PC GENERAL & UNRESTRICTED 5,000

MAUI UNITED WAY INC

95 MAHALANI ST RM 24
WAILUKU,HI96793 		  PC GENERAL & UNRESTRICTED 10,000

MEDICAL TEAMS INTERNATIONAL

PO BOX 4288
PORTLAND,OR97208 		  PC GENERAL & UNRESTRICTED 25,000

MINNESOTA PUBLIC RADIO

480 CEDAR ST
SAINT PAUL,MN55101 		  PC THIS GIFT IS TO BE APPLIED TO MARKETPLACE 1,000

MOCKINGBIRD SOCIETY

2100 24TH AVE S STE 240
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 30,000

NATURE BRIDGE

1033 FORT CRONKHITE
SAUSALITO,CA94965 		  PC GENERAL & UNRESTRICTED 25,000

NATURE CONSERVANCY

74 WALL ST
SEATTLE,WA98121 		  PC GENERAL & UNRESTRICTED 9,000

NATURE CONSERVANCY

74 WALL ST
SEATTLE,WA98121 		  PC GENERAL & UNRESTRICTED 100,000

NEIGHBORCARE HEALTH

1200 12TH AVE S STE 901
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 30,000

NORTHWEST YOUTH SERVICE

1020 N STATE ST
BELLINGHAM,WA98225 		  PC GENERAL & UNRESTRICTED 10,000

NSCC PARENT ADVISORY COUNCIL OF PARENT COOPERATIVE PRESCHOOLS

9600 COLLEGE WAY N
SEATTLE,WA98103 		  PC VASHON MAURY COOPERATIVE PRESCHOOL SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY 4,000

NSCC PARENT ADVISORY COUNCIL OF PARENT COOPERATIVE PRESCHOOLS

9600 COLLEGE WAY N
SEATTLE,WA98103 		  PC VASHON MAURY COOPERATIVE PRESCHOOL SUPPORT ANOTHER ORGANIZATION VIA SELECTED CHARITY 5,000

ONE ROOF FOUNDATION

10601 5TH AVE NE STE 100
SEATTLE,WA98125 		  PC TACOMA SPORT COURT 25,000

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER ST
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 50,000

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER ST
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 1,000

PACIFIC SCIENCE CENTER FOUNDATION

200 2ND AVE N
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 5,000

PACIFIC SCIENCE CENTER FOUNDATION

200 2ND AVE N
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

PALESTINE CHILDRENS RELIEF FUND

360 E 2ND ST STE 710
LOS ANGELES,CA90012 		  PC GENERAL & UNRESTRICTED 10,000

PALM SPRINGS PATHFINDERS

PO BOX 5005
RANCHO MIRAGE,CA92270 		  PC GENERAL & UNRESTRICTED 1,000

PIKE PLACE MARKET FOUNDATION

93 PIKE ST STE 310
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 35,000

PLYMOUTH HOUSING GROUP

2113 3RD AVE
SEATTLE,WA98121 		  PC SUPPORT FOR ADAM SELIPSKY'S SEATTLE DANCES FUNDRAISER 5,000

POPULATION SERVICES INTERNATIONAL

1120 19TH ST NW STE 600
WASHINGTON,DC20036 		  PC MAVERICK NEXT PROGRAM OF MAVERICK COLLECTIVE 150,000

PROGRAM FOR EARLY PARENT SUPPORT

4649 SUNNYSIDE AVE N STE 324
SEATTLE,WA98103 		  PC GENERAL & UNRESTRICTED 25,000

QUEST SEATTLE WA

1401 NW LEARY WAY
SEATTLE,WA98107 		  PC THIS GRANT IS TO BE APPLIED TO THE BRIDGE CARE CENTER 5,000

RAINIER SCHOLARS

2100 24TH AVE S STE 360
SEATTLE,WA98144 		  PC GENERAL & UNRESTRICTED 25,000

RANCHO MIRAGE LIBRARY AND OBSERVATORY FOUNDATION

71100 HWY 111
RANCHO MIRAGE,CA92270 		  PC GENERAL & UNRESTRICTED 1,000

REFUGEE ARTISAN INITIATIVE

12337 LAKE CITY WAY NE
SEATTLE,WA98125 		  PC GENERAL & UNRESTRICTED 30,000

REFUGEE ARTISAN INITIATIVE

12337 LAKE CITY WAY NE
SEATTLE,WA98125 		  PC GENERAL & UNRESTRICTED 10,000

SANDY HOOK PROMISE FOUNDATION

5 COMMERCE RD UNIT 3489
NEWTOWN,CT06470 		  PC GENERAL & UNRESTRICTED 10,000

SANDY HOOK PROMISE FOUNDATION

5 COMMERCE RD UNIT 3489
NEWTOWN,CT06470 		  PC GENERAL & UNRESTRICTED 17,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		  PC $25,000 TO EASTERN WA PROGRAM 25,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		  PC GENERAL & UNRESTRICTED 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		  PC WASHINGTON STATE PROGRAMS 50,000

SEATTLE AQUARIUM SOCIETY-SEAS

1483 ALASKAN WAY PIER 59
SEATTLE,WA98101 		  PC ONE OCEAN, ONE FUTURE CAPITAL CAMPAIGN 250,000

SEATTLE ART MUSEUM

1300 1ST AVE
SEATTLE,WA98101 		  PC DONATION OF ARTWORK, "STILL LIFE WITH CHERRIES" FOR DISPLAY 2,000,000

SEATTLE ART MUSEUM

1300 1ST AVE
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 2,500

SEATTLE CENTER FOUNDATION

305 HARRISON STE 310
SEATTLE,WA98109 		  PC MOBILE DENTAL AND OPTOMETRY CLINIC 25,000

SEATTLE CHILDRENS FOUNDATION

PO BOX 5371 MAIL STOP 818-F
SEATTLE,WA98145 		  PC SUPPORT FOR ODESSA BROWN CHILDREN'S CLINIC 100,000

SEATTLE CHILDRENS HOSPITAL

PO BOX 5371 MSC 818-FI
SEATTLE,WA98145 		  PC GENERAL & UNRESTRICTED 1,000

SEATTLE CHILDRENS HOSPITAL

PO BOX 5371 MSC 818-FI
SEATTLE,WA98145 		  PC GENERAL & UNRESTRICTED 10,000

SEATTLE CHILDRENS THEATRE ASSOCIATION

201 THOMAS ST
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

SEATTLE JAZZED

380 BOREN AVE N
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 50,000

SEATTLE OPERA

363 MERCER ST
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 50,000

SEATTLE PARKS FOUNDATION

PO BOX 3541
SEATTLE,WA98124 		  PC NORTHWEST CONSERVATION PHILANTHROPY FELLOWSHIP 25,000

SEATTLE REPERTORY THEATRE

PO BOX 900923
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 1,000

SEATTLE REPERTORY THEATRE

PO BOX 900923
SEATTLE,WA98109 		  PC SUPPORT FOR THE ACT 1 CAMPAIGN 250,000

SEATTLE REPERTORY THEATRE

PO BOX 900923
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

SEATTLE REPERTORY THEATRE

PO BOX 900923
SEATTLE,WA98109 		  PC GENERAL & UNRESTRICTED 25,000

SEATTLE THEATRE GROUP

911 PINE ST
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 5,000

SIGHTLINE INSTITUTE

1402 3RD AVE STE 500
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 10,000

SOMALI FAMILY SAFETY TASK FORCE

PO BOX 18611
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 5,000

SOUND

6400 SOUTHCENTER BLVD
TUKWILA,WA98188 		  PC MIDDLE SCHOOL SUPPORT PROJECT (MSSP) 100,000

ST MARGARETS EPISCOPAL CHURCH PALM DESERT

47 535 HWY 74
PALM DESERT,CA92260 		  PC GENERAL & UNRESTRICTED 500

ST MARGARETS EPISCOPAL CHURCH PALM DESERT

47 535 HWY 74
PALM DESERT,CA92260 		  PC GENERAL & UNRESTRICTED 10,000

ST MARKS PARISH

1245 10TH AVE E
SEATTLE,WA98102 		  PC GENERAL & UNRESTRICTED 2,000

ST MARKS PARISH

1245 10TH AVE E
SEATTLE,WA98102 		  PC GENERAL & UNRESTRICTED 5,000

STANFORD UNIVERSITY

PO BOX 20466
STANFORD,CA94309 		  PC WOODS INSTITUTE FOR THE ENVIRONMENT 50,000

TEACH FOR AMERICA INC

210 S HUDSON ST STE 307
SEATTLE,WA98134 		  PC GENERAL & UNRESTRICTED 50,000

THE LIVING DESERT

47900 PORTOLA AVE
PALM DESERT,CA92260 		  PC GENERAL & UNRESTRICTED 5,000

THE NATURE CONSERVANCY IN ALASKA

715 L ST SUITE 100
ANCHORAGE,AK99501 		  PC ALASKA AFFINITY GROUP 50,000

THE SAFE CROSSINGS FOUNDATION

4210 SW OREGON ST STE H
SEATTLE,WA98116 		  PC GENERAL & UNRESTRICTED 10,000

THE SEATTLE FOUNDATION

1601 FIFTH AVE 1900
SEATTLE,WA98101 		  PC BLACK FUTURE CO-OP FUND 2,500,000

THE SEATTLE FOUNDATION

1601 FIFTH AVE 1900
SEATTLE,WA98101 		  PC BLACK FUTURE CO-OP FUND 6,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE

909 4TH AVE
SEATTLE,WA98104 		  PC $25,000 AS AN UNRESTRICTED GRANT TO YMCA, AND $25,000 TO BE ALLOCATED TO THE SOCIAL IMPACT CENTER 50,000

THIRD SECTOR NEW ENGLAND INC

89 S ST STE 700
BOSTON,MA02111 		  PC TSNE MISSIONWORKS / A WAY HOME WASHINGTON (AWHWA) 50,000

TOXIC-FREE FUTURE

4649 SUNNYSIDE AVE N STE 540
SEATTLE,WA98103 		  PC GENERAL & UNRESTRICTED 200,000

TOYS FOR KIDS

PO BOX 2104
ISSAQUAH,WA98027 		  PC GENERAL & UNRESTRICTED 5,000

TRANSPORTATION CHOICES COALITION

1402 THIRD AVE 310
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 100,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		  GOV HUSKY GIVING DAY: COMPETITIVE EDGE FUND 25,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		  GOV COMPETITIVE EDGE FUND, ICA 15,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		  GOV ASUW SHELL HOUSE: THE NEXT 100 YEARS 25,000

UNIVERSITY OF WASHINGTON FOUNDATION

PO BOX 359505
SEATTLE,WA98195 		  PC COLLEGE OF THE ENVIRONMENT - EARTHLAB 50,000

UNIVERSITY OF WASHINGTON FOUNDATION

PO BOX 359505
SEATTLE,WA98195 		  PC UW BROTHERHOOD INITIATIVE 50,000

UNIVERSITY OF WASHINGTON FOUNDATION

PO BOX 359505
SEATTLE,WA98195 		  PC UW SISTERHOOD INITIATIVE 250,000

UNIVERSITY PREPARATORY ACADEMY

8000 25TH AVE NE
SEATTLE,WA98115 		  PC ULAB 25,000

UNIVERSITY PREPARATORY ACADEMY

8000 25TH AVE NE
SEATTLE,WA98115 		  PC GENERAL & UNRESTRICTED 5,000

UNIVERSITY PREPARATORY ACADEMY

8000 25TH AVE NE
SEATTLE,WA98115 		  PC PUMA FUND 5,000

VASHON ALLIED ARTS INC

PO BOX 576
VASHON,WA98070 		  PC GENERAL & UNRESTRICTED 1,000

VASHON ISLAND PUBLIC SCHOOLS FOUNDATION

PO BOX 481
VASHON,WA98070 		  PC GENERAL & UNRESTRICTED 2,000

VASHON-MAURY ISLAND LAND TRUST

PO BOX 2031
VASHON,WA98070 		  PC GENERAL & UNRESTRICTED 2,000

VIRGINIA MASON MEDICAL CENTER

1100 9TH AVE
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 5,000

WASHINGTON CONSERVATION ACTION EDUCATION FUND

1402 THIRD AVE SUITE 1400
SEATTLE,WA98101 		  PC TRIBAL NATIONS PROGRAM SUPPORT: $100,000; GENERAL OPERATING SUPPORT: $200,000 300,000

WESTSIDE BABY

10002 14TH AVE SW
SEATTLE,WA98146 		  PC GENERAL & UNRESTRICTED 4,000

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVE N
SEATTLE,WA98103 		  PC GENERAL & UNRESTRICTED 25,000

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVE N
SEATTLE,WA98103 		  PC TRAILHEAD EXHIBIT OTHER 750,000

YOUNG WOMEN EMPOWERED

5623 RAINIER AVE S
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 50,000

YOUNG WOMEN EMPOWERED

5623 RAINIER AVE S
SEATTLE,WA98118 		  PC GENERAL & UNRESTRICTED 150,000

YOUTHCARE

PO BOX 15258
SEATTLE,WA98115 		  PC GENERAL & UNRESTRICTED 30,000

YOUTHCARE

PO BOX 15258
SEATTLE,WA98115 		  PC GENERAL & UNRESTRICTED 5,000

YWCA OF SEATTLE-KING COUNTY- SNOHOMISH COUNTY

1118 FIFTH AVE
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 40,000

YWCA OF SEATTLE-KING COUNTY- SNOHOMISH COUNTY

1118 FIFTH AVE
SEATTLE,WA98101 		  PC GENERAL & UNRESTRICTED 50,000
Total .................................right arrow 3a 10,829,333
bApproved for future payment
Total ................................. right arrow 3b 0
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 1,268,898  
4 Dividends and interest from securities ....     14 5,643,890  
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 8,304,220  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,217,008 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,217,008
(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.)
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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
GROUSEMONT FOUNDATION
 
Employer identification number

91-1276047
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
GROUSEMONT FOUNDATION
  		Employer identification number
91-1276047
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THEILINE P SCHEUMANN LIVING TRUST
 
511 BOREN AVE N STE 300
 
SEATTLE, WA98109

$ 2,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
GROUSEMONT FOUNDATION
  		Employer identification number

91-1276047
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PAINTING - STILL LIFE WITH CHERRIES $ 2,000,000 2023-02-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
GROUSEMONT FOUNDATION
  		Employer identification number

91-1276047
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 55,438 5,544   49,894

TY 2023 GeneralExplanationAttachment
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Identifier Return Reference Explanation
NONCASH CHARITABLE DISTRIBUTION. FORM 990PF, LINE 25 TOTAL DISTRIBUTIONS REPORTED ON LINE 25 INCLUDES A NONCASH DISTRIBUTION WITH MEASURE OF CONTRIBUTION AS THE VALUE OF THE PROPERTY AT TIME OF DISTRIBUTION. DESCRIPTION OF PROPERTY: BALTHASAR VAN DER AST- FINE ART (STILL LIFE WITH CHERRIES)BOOK VALUE OF CONTRIBUTED PROPERTY: $2,000,000METHOD USED TO DETERMINE BOOK VALUE: FAIR MARKET VALUE AT DATE OF GIFTMETHOD USED TO DETERMINE FAIR MARKET VALUE: MARKET DATA APPROACHDATE OF GIFT: APRIL 18, 2023
  FORM 990PF, PART VII SARAH HOPPER'S, THE FOUNDATION MANAGER, COMPENSATION IS PAID THROUGH THE FOUNDATION'S CONTRACT WITH SOUND PHILANTHROPY AND IS INCLUDED IN SOUND PHILANTHROPY'S TOTAL COMPENSATION REPORTED ON PART VII, LINE 3.

TY 2023 InvestmentsCorpBondsSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC SER B - 2.600% - 11/21/2024 (00287YBZ1) 345,175 348,736
AMERICAN EXPRESS CO NOTE - 5.850% - 11/05/2027 (025816DB2) 392,474 395,511
AMERICAN TOWER CORP - 5.000% - 02/15/2024 (03027XAD2) 271,023 257,670
APPLE INC - 1.125% - 05/11/2025 (037833DT4) 121,727 116,354
AT&T INC NOTE CALL MAKE WHOLE - 0.900% - 03/25/2024 (00206RMJ8) 312,479 321,417
BANK NEW YORK MELLON - 2.050% - 01/26/2027 (06406RBA4) 341,991 352,156
BANK OF MONTREAL MTN - 3.300% - 02/05/2024 (06367WHH9) 334,213 325,082
BB&T CORP - 2.850% - 10/26/2024 (05531FBB8) 393,156 398,124
CIGNA CORP NEW SER C NOTE 3.25000% 04/15/2025 - 3.250% - 04/15/2025 (125523A 168,936 170,787
COMCAST CORP - 3.150% - 03/01/2026 (20030NBS9) 100,113 100,026
COMCAST CORP NOTE - 3.950% - 10/15/2025 (20030NCS8) 299,502 298,921
EUROPEAN INVT BK 144A NOTE - 0.375% - 03/26/2026 (298785JK3) 193,197 183,920
EUROPEAN INVT BK 144A NOTE - 0.750% - 10/26/2026 (298785JP2) 311,104 295,896
EUROPEAN INVT BK 144A NOTE - 1.375% - 03/15/2027 (298785JQ0) 876,121 878,533
IBRD - 2.500% - 07/29/2025 (459058EP4) 536,314 484,895
IBRD - 2.500% - 11/22/2027 (459058GE7) 676,165 661,467
INTER-AMERICAN DEV BK NOTE - 1.125% - 07/20/2028 (4581X0DX3) 463,825 476,610
INTERNATIONAL BK FOR RECON & DEV - 1.500% - 08/28/2024 (459056HV2) 414,361 390,780
INTERNATIONAL BK FORRECON&DEV MTN - 1.375% - 04/20/2028 (459058JW4) 801,726 806,987
INTERNATIONAL BK FORRECON&DEV NOTE - 0.875% - 07/15/2026 (459058JX2) 816,054 840,278
INTERNTNL BK F - 1.125% - 09/13/2028 (459058JZ7) 918,002 956,390
INTL BK FOR REC & DEV - 2.500% - 11/25/2024 (459058DX8) 693,617 675,412
MORGAN STANLEY - 4.350% - 09/08/2026 (6174467Y9) 71,206 60,887
NEXTERA ENERGY - 4.255% - 09/01/2024 (65339KBL3) 68,952 69,314
NEXTERA ENERGY CAP HLDGS INC BOND - 4.450% - 06/20/2025 (65339KCG3) 245,752 248,836
PNC FINL - 5.354% - 12/02/2028 (693475BK0) 380,606 384,846
ROYAL BANK OF CANADA - 4.650% - 01/27/2026 (780082AD5) 423,279 401,708
STATE STR CORP - 5.104% - 05/18/2026 (857477CB7) 403,614 405,479
THE CIGNA GROUP - 5.685% - 03/15/2026 (125523CR9) 199,506 195,152

TY 2023 InvestmentsCorpStockSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Name of Stock End of Year Book Value End of Year Fair Market Value
AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU) 2,378,960 2,839,207
AVSD (AVSD) 732,206 862,028
AVSE (AVSE) 348,278 404,385
CLIFFWATER CORPORATE LENDING FUND I (CCLFX) 5,997,313 5,934,924
DFA DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET (DFAI) 6,648,491 7,322,543
DFA U S CORE EQUITY 1 PORTFOLIO (DFEOX) 2,194,614 2,739,795
DFA U.S. LARGE CAP VALUE PORTFOLIO (DFLVX) 413,504 475,493
DFAU (DFAU) 4,489,940 4,977,791
DIMENSIONAL ETF TRUST EMGR (DFAE) 3,742,194 3,993,378
DIMENSIONAL ETF TRUST GLOBAL REAL ESTATE ETF (DFGR) 3,130,652 3,359,521
DIMENSIONAL U S SMALL CAP ETF (DFAS) 2,215,558 2,466,598
DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) 3,198,834 3,493,052
PACCAR INC (PCAR) 61,318,960 100,193,392
U.S. HIGH RELATIVE PROFIT PORT INSTITUTIONAL CLASS (DURPX) 2,248,063 2,826,121
VARIANT IMPACT FUND (IMPCX) 6,000,100 6,159,677

TY 2023 InvestmentsGovtObligationsSch
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
US Government Securities - End of Year Book Value:

2,467,789
US Government Securities - End of Year Fair Market Value:

2,441,452
State & Local Government Securities - End of Year Book Value:


1,192,158
State & Local Government Securities - End of Year Fair Market Value:


1,178,783


TY 2023 InvestmentsOtherSchedule2
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COLUMBIA PACIFIC INCOME FUND I, L.P (CPIFILP) AT COST 21,980,954 23,820,780
COLUMBIA PACIFIC OPPORTUNITY FUND LP (CPOPPFD) AT COST 95,616 3,061
GEM IMPACT ENDOWMENT FUND, LP (GEMIMPACT) AT COST 20,000,000 19,473,156

TY 2023 LegalFeesSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,110 1,110   0


TY 2023 OtherExpensesSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 25 0   25
BANK CHARGES 165 165   0
ADMINISTRATIVE FEES 50,000 0   50,000
WEBSITE DESIGN/MAINTENANCE 280 0   280
INSURANCE 2,863 0   2,863
DUES & MEMBERSHIPS 2,500 0   2,500
OFFICE EXPENSES 1,047 0   1,047
PASS THROUGH EXPENSES 0 433,575   0


TY 2023 OtherIncomeSchedule2
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASS THROUGH INVESTMENT INCOME   236,844  


TY 2023 OtherProfessionalFeesSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 244,760 244,760   0
PHILANTHROPIC CONSULTING 375,701 0   375,701
OTHER PROFESSIONAL FEES 17,625 0   17,625


TY 2023 TaxesSchedule
Name:
GROUSEMONT FOUNDATION
EIN:
91-1276047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 251,500 0   0
FOREIGN TAXES 0 7,261   0