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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STOLTE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)217 1ST AVE S BOX 4339
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98194
A Employer identification number

47-1545801
B Telephone number (see instructions)

(206) 453-0444
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$65,605,974J Accounting method:
Modified Cash
(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      
4 Dividends and interest from securities... 1,262,952 1,293,387  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 761,282
b Gross sales price for all assets on line 6a 20,607,206
7 Capital gain net income (from Part IV, line 2)... 1,004,624
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
19,495 51,386  
12 Total. Add lines 1 through 11........ 2,043,729 2,349,397  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 111,028 0   111,028
14 Other employee salaries and wages...... 287,266 0   287,266
15 Pension plans, employee benefits....... 107,748 0   107,652
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,494 0   6,494
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,169 18,585   18,584
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...   18,287   56,580
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 22,424 0   22,424
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
424,956 287,440   199,609
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 997,085 324,312   809,637
25 Contributions, gifts, grants paid....... 8,379,538 8,379,538
26 Total expenses and disbursements. Add lines 24 and 25 9,376,623 324,312   9,189,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,332,894
b Net investment income (if negative, enter -0-) 2,025,085
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 32,780 52,322 52,322
2 Savings and temporary cash investments......... 1,406,700 469,513 469,513
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) 6,301,972 Click to see attachment
List of Attached Documents:
// Content
3,908,907 		3,908,907
b Investments—corporate stock (attach schedule)....... 42,070,849 Click to see attachment
List of Attached Documents:
// Content
45,096,433 		45,096,433
c Investments—corporate bonds (attach schedule)....... 4,887,865 Click to see attachment
List of Attached Documents:
// Content
4,954,224 		4,954,224
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).......... 7,058,731 Click to see attachment
List of Attached Documents:
// Content
6,199,722 		6,199,722
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,129,001 		Click to see attachment
List of Attached Documents:
// Content
4,924,853 		Click to see attachment
List of Attached Documents:
// Content
4,924,853
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,887,898 65,605,974 65,605,974
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,000 1,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,256 		Click to see attachment
List of Attached Documents:
// Content
5,653
23 Total liabilities (add lines 17 through 22)......... 2,256 6,653
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 66,885,642 65,599,321
29 Total net assets or fund balances (see instructions)..... 66,885,642 65,599,321
30 Total liabilities and net assets/fund balances (see instructions). 66,887,898 65,605,974
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
66,885,642
2
Enter amount from Part I, line 27a .....................
2
-7,332,894
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,046,573
4
Add lines 1, 2, and 3 ..........................
4
65,599,321
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
65,599,321
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DISTRIBUTIONS P    
b CAPITAL GAIN FROM LLCS P    
c PUBLICLY TRADED SECURITIES P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,116     9,116
b 147,610     147,610
c 20,607,206   19,759,308 847,898
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       9,116
b       147,610
c       847,898
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,004,624
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 28,149
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 28,149
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 28,149
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,464
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 6,315
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,315 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
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 2024 or the taxable year beginning in 2024? 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.STOLTEFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowDELOITTE TAX LLP Telephone no.right arrow (206) 716-7000

Located atright arrow1015 2ND AVE STE 500SEATTLEWA ZIP+4right arrow981041001
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
HEIDI STOLTE DIRECTOR, PRESIDENT
12.00 		0 0 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
CHRISTOPHER STOLTE DIRECTOR, SECRETARY, TREASURER
12.00 		0 0 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
KIM WRIGHT DIRECTOR
14.00 		111,028 30,055 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
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
KAREN LAUGHLIN CLIMATE PROGRAM DIRE
17.00 		116,525 31,711 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
BRIANNA JACKSON EDUCATION PROGRAM OF
20.00 		118,203 22,741 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
WHITNEY HOWE DIRECTOR OF GRANTS A
13.00 		52,538 18,413 0
217 1ST AVE S BOX 4339
SEATTLE,WA98194
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
FIDELITY BROKERAGE SERVICES LLC FINANCIAL 200,818
PO BOX 28019
ALBUQUERQUE,NM871258019
MATHEMATICA RESEARCH 67,500
2101 4TH AVE STE 1350
SEATTLE,WA98121
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  
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 (2024)
Form 990-PF (2024)
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
56,140,726
b
Average of monthly cash balances.......................
1b
719,567
c
Fair market value of all other assets (see instructions)................
1c
6,629,227
d
Total (add lines 1a, b, and c).........................
1d
63,489,520
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
63,489,520
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
952,343
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
62,537,177
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,126,859
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
3,126,859
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,149
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,149
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,098,710
4
Recoveries of amounts treated as qualifying distributions................
4
216,147
5
Add lines 3 and 4............................
5
3,314,857
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
3,314,857
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
9,189,175
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
9,189,175
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,314,857
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 571,374
d From 2022...... 7,452,723
e From 2023...... 7,382,402
f Total of lines 3a through e ........ 15,406,499
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 9,189,175
a Applied to 2023, 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 2024 distributable amount..... 3,314,857
e Remaining amount distributed out of corpus 5,874,318
5 Excess distributions carryover applied to 2024. 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 21,280,817
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		21,280,817
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 571,374
c Excess from 2022.... 7,452,723
d Excess from 2023.... 7,382,402
e Excess from 2024.... 5,874,318
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
HEIDI STOLTE
CHRISTOPHER STOLTE
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

350 SEATTLE

5031 UNIVERSITY WAY NE
SEATTLE,WA98105 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 900

350 SEATTLE

5031 UNIVERSITY WAY NE
SEATTLE,WA98105 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 900

AFRICAN COMMUNITY HOUSING & DEVELOPMENT

16256 MILITARY ROAD SUITE 206
SEATAC,WA98188 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 3,750

AFRICAN COMMUNITY HOUSING & DEVELOPMENT

16256 MILITARY ROAD SUITE 206
SEATAC,WA98188 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 6,000

ASIA PACIFIC CULTURAL CENTER

4851 SOUTH TACOMA WAY
TACOMA,WA98409 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 105,000

BELONG PARTNERS

3250 AIRPORT WAY SOUTH SUITE 225
SEATTLE,WA98134 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 65,000

BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BLVD STE
ATLANTA,GA303445747 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300

CARBON LEADERSHIP FORUM

4100 REDWOOD RD 20A
OAKLAND,CA94619 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 60,000

CARBON LEADERSHIP FORUM

4100 REDWOOD RD 20A
OAKLAND,CA94619 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 25,000

CASCADIA CLEANTECH PRIZE

1301 5TH AVENUE SUITE 1500
SEATTLE,WA981012632 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

CENTER FOR SUSTAINABLE INFRASTRUCTURE

120 STATE AVE NE 303
OLYMPIA,WA98501 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

CHILD CARE AWARE OF WASHINGTON

1001 PACIFIC AVENUE SUITE 400
TACOMA,WA98402 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

CITIZENS UTILITY BOARD OF MICHIGAN

921 N WASHINGTON AVE
LANSING,MI48906 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 140,000

CLEAN ENERGY TRANSITION INSTITUTE

1326 FIFTH AVENUE SUITE 640
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

CLEAN ENERGY TRANSITION INSTITUTE

1326 FIFTH AVENUE SUITE 640
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

CLIMATE SOLUTIONS - SEATTLE

1402 3RD AVENUE SUITE 1200
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 65,000

CLIMATE SOLUTIONS - SEATTLE

1402 3RD AVENUE SUITE 1200
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300

CLIMATE SOLUTIONS - SEATTLE

1402 3RD AVENUE SUITE 1200
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 600,000

COMMUNITY CENTER FOR EDUCATION RESULTS

1200 12TH AVENUE SOUTH SUITE 701
SEATTLE,WA981442799 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 469,128

COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON

610 ESTHER STREET SUITE 201
VANCOUVER,WA98660 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 10,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

COMMUNITY NETWORK COUNCIL

1819 CENTRAL AVENUE SOUTH SUITE 72
KENT,WA98032 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

DELRIDGE NEIGHBORHOODS DEVELOPMENT ASSOCIATION

4408 DELRIDGE WAY SW
SEATTLE,WA98106 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 810

DTCARE

301 MOON CLINTON RD
CORAOPOLIS,PA151082431 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150

EARTHGEN

4649 SUNNYSIDE AVENUE NORTH SUITE
303
SEATTLE,WA981036955 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150

ECOLOGY CENTER INC

339 E LIBERTY ST SUITE 300
ANN ARBOR,MI48104 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

EMERALD CITIES COLLABORATIVE

1660 L ST NW SUITE 204
WASHINGTON,DC200364003 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

EVERGREEN COLLABORATIVE

PO BOX 21961
SEATTLE,WA981113961 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 200,000

FORTH MOBILITY FUND

2035 NW FRONT AVE SUITE 101
PORTLAND,OR97209 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 25,000

FRIENDS OF KEXP

472 1ST AVE N
SEATTLE,WA98109 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 540

FRIENDS OF KEXP

472 1ST AVE N
SEATTLE,WA98109 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 504

FUSE INNOVATION FUND

PO BOX 4897
SEATTLE,WA98194 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

FUTUREWISE

1201 3RD AVE 2200
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

FUTUREWISE

1501 E MADISON ST SUITE 650
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

GREENTRIKE

1501 E MADISON ST SUITE 650
TACOMA,WA98402 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

GRIST MAGAZINE INC

1501 E MADISON ST
SEATTLE,WA98122 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY

1326 FIFTH AVENUE SUITE 230
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY

1326 FIFTH AVENUE SUITE 230
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

INSTITUTE FOR ENERGY INNOVATION

115 W ALLEGAN SUITE 710
LANSING,MI48933 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 15,000

INSTITUTE FOR ENERGY INNOVATION

115 W ALLEGAN SUITE 710
LANSING,MI48933 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 125,000

INSTITUTE FOR ENERGY INNOVATION

115 W ALLEGAN SUITE 710
LANSING,MI48933 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 110,000

INSTITUTE FOR WASHINGTON'S FUTURE

2720 VALENCIA STREET
BELLINGHAM,WA98226 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BLVD SUITE 1810
LOS ANGELES,CA900102622 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

LATINO COMMUNITY FUND OF WASHINGTON STATE

PO BOX 8
ABERDEEN,WA98520 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

LATINO COMMUNITY FUND OF WASHINGTON STATE

POST OFFICE BOX 30669
SEATTLE,WA98103 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH STREET NW SUITE 700
WASHINGTON,DC20005 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

LOOK LISTEN AND LEARN TV

100 ANDOVER PARK WEST
TUKWILA,WA98188 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

LOOK LISTEN AND LEARN TV

100 ANDOVER PARK WEST
TUKWILA,WA98188 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 7,500

MARY'S PLACE

PO BOX 1711
SEATTLE,WA98111 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150

MICHIGAN CLEAN FUELS INSTITUTE

110 W MICHIGAN AVE SUITE 400
LANSING,MI48933 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 80,000

MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES

235 S GRAND AVE
LANSING,MI48909 		N/A GOV FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

MICHIGAN ENVIRONMENTAL JUSTICE COALITION

2701 BAGLEY ST
DETROIT,MI48216 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

340 BEAKES ST
ANN ARBOR,MI48104 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

340 BEAKES ST
ANN ARBOR,MI48104 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 200,000

MULTICULTURAL CHILD AND FAMILY HOPE CENTER

2021 S 19TH ST
TACOMA,WA98405 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

NATIONAL AUDUBON SOCIETY

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

NW ENERGY COALITION

811 1ST AVE SUITE 305
SEATTLE,WA98104 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

ONEAMERICA

1225 S WELLER STREET SUITE 430
SEATTLE,WA98144 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

OPEN DOORS FOR MULTICULTURAL FAMILIES

24437 RUSSELL ROAD SUITE 110
KENT,WA980321786 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 105,000

PACIFIC NORTHWEST CONFERENCE UCC

325 N 125TH STREET
SEATTLE,WA98133 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 3,825

PARA LOS NIOS

15220 6TH AVE SW
BURIEN,WA98166 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

PATHWAVES WA

2524 16TH AVE S SUITE 306
SEATTLE,WA98144 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

PROGRAM FOR EARLY PARENT SUPPORT (PEPS)

4649 SUNNYSIDE AVENUE NORTH SUITE
324
SEATTLE,WA981036952 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 48,750

PROGRESSIVE ANIMAL WELFARE SOCIETY INC (PAWS)

PO BOX 3771
SEATTLE,WA981243771 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 126

REALIZE IMPACT

PO BOX 11548
BAINBRIDGE ISLAND,WA98110 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 10,000

ROCKY MOUNTAIN INSTITUTE

22830 TWO RIVERS RD
BASALT,CO81621 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

ROOTS COMMUNITY HEALTH CENTER

7272 MACARTHUR BLVD
OAKLAND,CA94605 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 3,750

RURAL PEOPLE'S PLATFORM

PO BOX 1452
WINTHROP,WA98862 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

RURAL PEOPLE'S PLATFORM

PO BOX 1452
WINTHROP,WA98862 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 25,000

RURAL PEOPLE'S PLATFORM

PO BOX 1452
WINTHROP,WA98862 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

RVC SEATTLE

3715 S HUDSON STREET SUITE 103
SEATTLE,WA98118 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 101,250

RVC SEATTLE

3715 S HUDSON STREET SUITE 103
SEATTLE,WA98118 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 780

SOULARDARITY

21 HIGHLAND ST
HIGHLAND PARK,MI48203 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

SPARK NORTHWEST

1402 3RD AVENUE SUITE 901
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

ST TERESAS ACADEMY

5600 MAIN ST
KANSAS CITY,MO64113 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300

START EARLY

33 WEST MONROE STREET SUITE 1200
CHICAGO,IL60603 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

SUMMER SEARCH

304 12TH STREET SUITE 4A
OAKLAND,CA94607 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

THE SONDER PROJECT

PO BOX 1652
SANTA ROSA BEACH,FL32459 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 1,875

THIRD WAY INSTITUTE

1025 CONNECTICUT AVE NW SUITE 400
WASHINGTON,DC20036 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

TRANSPORTATION CHOICES COALITION

506 2ND AVE SUITE 630
SEATTLE,WA98104 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

UNITED WAY OF KING COUNTY

7500 212TH ST SW SUITE 104
SEATTLE,WA981041702 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 650,000

UTILITY INFORMATION ALLIANCE

PO BOX 21961
SEATTLE,WA98111 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300,000

VOICES OF TOMORROW

15811 AMBAUM BLVD SW SUITE 170
BURIEN,WA98166 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

VOTE SOLAR

2443 FILLMORE STREET 380-1375
SAN FRANCISCO,CA94115 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

WASHINGTON ALLIANCE FOR BETTER SCHOOLS

18560 1ST AVE NE
SHORELINE,WA98155 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

WASHINGTON BUSINESS ALLIANCE FUND (CLEAN & PROSPEROUS WASHINGTON)

PO BOX 21961
SEATTLE,WA98111 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

WASHINGTON COMMUNITY ACTION NETWORK EDUCATION & RESEARCH FUND (WA CAN ERF)

1806 E YESLER WAY
SEATTLE,WA98122 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 25,000

WASHINGTON COMMUNITY ALLIANCE

PO BOX 28334
SEATTLE,WA98118 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

WASHINGTON CONSERVATION ACTION EDUCATION FUND

1417 FOURTH AVENUE SUITE 800
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

WASHINGTON PROGRESS FUND

1511 3RD AVENUE SUITE 300
SEATTLE,WA98101 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

WASHINGTON STATE FAMILY AND COMMUNITY ENGAGEMENT TRUST

7500 212TH ST SW
EDMONDS,WA98026 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

WINDWARD FUND

1828 L STREET NW
WASHINGTON,DC200362656 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 150,000

WINDWARD FUND

1828 L STREET NW
WASHINGTON,DC200362656 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

WINDWARD FUND

1828 L STREET NW
WASHINGTON,DC200362656 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 100,000

WORLD RELIEF WESTERN WA - WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVAN

23835 PACIFIC HIGHWAY S STE 100
KENT,WA98032 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 175,000

ZENO

3815 S OTHELLO ST STE 100 359
SEATTLE,WA98118 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 37,500
Total .................................right arrow 3a 8,379,538
bApproved for future payment

COMMUNITY NETWORK COUNCIL
1819 CENTRAL AVENUE SOUTH SUITE 72
KENT,WA98032 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000

FIRELANDS WORKERS BUILDING COMMUNITY POWER
PO BOX 8
ABERDEEN,WA98520 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

GRIST MAGAZINE INC
1501 E MADISON ST SUITE 650
SEATTLE,WA98122 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 75,000

MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES
235 S GRAND AVE SUITE 800
LANSING,MI48933 		N/A GOV FUNDING FOR GENERAL CHARITABLE OPERATIONS 200,000

PARA LOS NINOS
15220 6TH AVE SW
BURIEN,WA98166 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000

PATHWAVES WA
2524 16TH AVE S SUITE 306
SEATTLE,WA98144 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 300,000

VERDE
PO BOX 16850
PORTLAND,OR97292 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 50,000

VOICES OF TOMORROW
15811 AMBAUM BLVD SW SUITE 170
BURIEN,WA98166 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000

WASHINGTON ALLIANCE FOR BETTER SCHOOLS
18560 1ST AVE NE
SHORELINE,WA98155 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000

WASHINGTON STATE FAMILY AND COMMUNITY ENGAGEMENT TRUST
7500 212TH ST SW SUITE 104
EDMONDS,WA98026 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000

WORLD RELIEF WESTERN WA - WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVAN
23835 PACIFIC HIGHWAY S STE 100
KENT,WA98032 		N/A PC FUNDING FOR GENERAL CHARITABLE OPERATIONS 350,000
Total ................................. right arrow 3b 2,800,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 1,262,952  
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 .....     18 19,495  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 761,282  
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 2,043,729 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,043,729
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 37,169 18,585   18,584

TY 2024 InvestmentsCorpBondsSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Name of Bond End of Year Book Value End of Year Fair Market Value
IMPAX HIGH YIELD BOND FUND USD CLS INST 1,857,464 1,857,464
VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADMIRAL CLASS 425,850 425,850
VANGUARD ULTRA-SHORT-TERM BOND FUND ADMIRAL 305,748 305,748
ABBVIE INC. 3.2%29DUE 11/21/29 60,295 60,295
ALEXANDRIA REAL ESTATE EQ INC NOTE 4.900 29,533 29,533
AMERICAN EXPRESS CO NOTE 5.09800% 02/16/28 55,318 55,318
AMERICAN HONDA FIN CORP SER A MTN 4.9000 55,120 55,120
AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 29,307 29,307
AMGEN INC NOTE CALL MAKE WHOLE 3.20000% 96,191 96,191
AON CORP NOTE CALL MAKE WHOLE 2.80000% 0 43,713 43,713
BANK MONTREAL MEDIUM SER H MTN 5.26600% 85,980 85,980
BANK NOVA SCOTIA B C NOTE 1.30000% 06/11/25 98,553 98,553
BANK OF AMERICA C VAR 33DUE 07/22/33 87,881 87,881
BLACKROCK FUNDING INC. NOTE 5.00000% 03/14/34 59,252 59,252
CANADIAN PAC RY1.75% 26FDUE 12/02/26 18,914 18,914
CITIGROUP INC VAR 33DUE 05/24/33 86,871 86,871
CNH INDUSTRIAL CA 5.5%29DUE 01/12/29 30,314 30,314
COLORADO HSG & 5.365%27SING HSG DUE 11/01/27XTRO TAXBL 102,013 102,013
COMCAST CORP 3.4%30DUE 04/01/30 60,390 60,390
CVS HEALTH CORPORATION NOTE M/ W CLBL 58,085 58,085
DTE ENERGY CO SER E NOTE 4.95000% 07/01/27 59,223 59,223
ENBRIDGE INC. 4.25% 26FDUE 12/01/26 29,738 29,738
EVERSOURCE ENERG 1.65%30DUE 08/15/30 58,358 58,358
EXELON CORP 3.4%26DUE 04/15/26 29,498 29,498
GOLDMAN SACHS GROUP INC NOTE M /W CLBL 49,109 49,109
HOME DEPOT INC NOTE CALL MAKE WHOLE 3.90 73,096 73,096
JOHN DEERE CAPITAL CORPORATION SER I 4.9 85,722 85,722
JPMORGAN CHASE FRN 2.58% 04/22/32 89,724 89,724
LOWES COS INC NOTE CALL MAKE WHOLE 4.500 58,854 58,854
MEDTRONIC GLOBA4.25% 28FDUE 03/30/28 49,345 49,345
MERCK &CO INC NOTE CALL MAKE WHOLE 3.400 76,108 76,108
NATIONAL RURAL UTILS COOP FIN SER D MTN 45,236 45,236
NEXTERA ENERGY CA 4.9%28DUE 02/28/28 60,112 60,112
PNC FINL SVCS GRO VAR 27DUE 01/26/27 54,773 54,773
PROLOGIS, L.P. 58,600 58,600
PUBLIC SVC ELEC &GAS CO SER P MTN 4.9000 19,815 19,815
ROYAL BANK OF CANA6% 27FDUE 11/01/27 56,754 56,754
RYDER SYSTEM, INC 6.3%28DUE 12/01/28 26,184 26,184
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 58,236 58,236
THE WALT DISNEY CO 2%29DUE 09/01/29 57,662 57,662
TOTAL CAP INTL NOTE CALL MAKE WHOLE 3.45 28,510 28,510
TRUIST FINL CORP VAR 27DUE 03/02/27 90,078 90,078
WASTE MGMT INC DEL NOTE CALL MAKE WHOLE 58,865 58,865
WILLIS NORTH AMER INC NOTE 5.35000% 05/1 33,832 33,832

TY 2024 InvestmentsCorpStockSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Name of Stock End of Year Book Value End of Year Fair Market Value
AECOM ORDINARY SHARES 66,228 66,228
ABBVIE INC ORDINARY SHARES 169,170 169,170
ACCENTURE PLC ORDINARY SHARES - CLASS A 670,512 670,512
ACUITY BRANDS, INC. ORDINARY SHARES 212,379 212,379
ADOBE INC ORDINARY SHARES 189,434 189,434
ADVANCED MICRO DEVICES INC. ORDINARY SHRS 211,141 211,141
AFLAC INC. ORDINARY SHARES 131,058 131,058
ALBEMARLE CORP. ORDINARY SHARES 122,492 122,492
ALPHABET INC ORDINARY SHARES - CLASS A 1,490,737 1,490,737
AMAZON.COM INC. ORDINARY SHARES 807,355 807,355
AMERICAN EXPRESS CO. ORDINARY SHARES 170,061 170,061
AMERICAN WATER WORKS CO. INC. ORDINARY SHRS 64,859 64,859
APPLE INC ORDINARY SHARES 2,658,208 2,658,208
APPLIED MATERIALS INC. ORDINARY SHARES 54,156 54,156
APTARGROUP INC. ORDINARY SHARES 114,526 114,526
APTIV PLC ORDINARY SHARES 38,405 38,405
AUTODESK INC. ORDINARY SHARES 386,605 386,605
AUTOMATIC DATA PROCESSING INC. ORDINARY SHARES 67,621 67,621
BXP, INC 431,065 431,065
BAKER HUGHES CO ORDINARY SHARES - CLASS A 483,380 483,380
BALL CORP. ORDINARY SHARES 90,027 90,027
BANK OF AMERICA CORP. ORDINARY SHARES 543,354 543,354
BANK OF NEW YORK MELLON CORP ORDINARY SHARES 27,812 27,812
BEST BUY CO. INC. ORDINARY SHARES 107,593 107,593
BIOGEN INC ORDINARY SHARES 97,104 97,104
BLOCK INC ORDINARY SHARES - CLASS A 17,423 17,423
BOOKING HOLDINGS INC ORDINARY SHARES 223,579 223,579
BROADCOM INC ORDINARY SHARES 462,984 462,984
CBRE GROUP INC ORDINARY SHARES - CLASS A 23,501 23,501
CNH INDUSTRIAL NV ORDINARY SHARES 18,298 18,298
CARDINAL HEALTH, INC. ORDINARY SHARES 294,019 294,019
CATERPILLAR INC. ORDINARY SHARES 108,828 108,828
CENCORA INC. ORDINARY SHARES 64,258 64,258
CIGNA GROUP (THE) ORDINARY SHARES 79,528 79,528
CISCO SYSTEMS, INC. ORDINARY SHARES 185,710 185,710
CITIGROUP INC ORDINARY SHARES 51,666 51,666
COCA-COLA CO ORDINARY SHARES 487,932 487,932
COLGATE-PALMOLIVE CO. ORDINARY SHARES 114,183 114,183
COMMERCIAL METALS CO. ORDINARY SHARES 18,253 18,253
CORTEVA INC ORDINARY SHARES 67,498 67,498
COUSINS PROPERTIES INC. ORDINARY SHARES 60,514 60,514
CUMMINS INC. ORDINARY SHARES 701,732 701,732
DANAHER CORP. ORDINARY SHARES 64,274 64,274
DARLING INGREDIENTS INC ORDINARY SHARES 204,902 204,902
DECKERS OUTDOOR CORP. ORDINARY SHARES 196,185 196,185
DELL TECHNOLOGIES INC ORDINARY SHARES - CLASS C 138,979 138,979
EBAY INC. ORDINARY SHARES 103,518 103,518
ECOLAB, INC. ORDINARY SHARES 407,014 407,014
EDISON INTERNATIONAL ORDINARY SHARES 703,710 703,710
ENPHASE ENERGY INC ORDINARY SHARES 47,801 47,801
ETSY INC ORDINARY SHARES 101,231 101,231
FMC CORP. ORDINARY SHARES 153,316 153,316
FIRST SOLAR INC ORDINARY SHARES 97,813 97,813
GE AEROSPACE ORDINARY SHARES 530,892 530,892
HP INC ORDINARY SHARES 113,846 113,846
HARTFORD FINANCIAL SVS. GROUP INC. ORDINARY SHRS 768,754 768,754
HASBRO, INC. ORDINARY SHARES 101,868 101,868
HEWLETT PACKARD ENTERPRISE CO ORDINARY SHARES 37,363 37,363
HUDSON PACIFIC PROPERTIES INC ORDINARY SHARES 24,188 24,188
INTEL ORD 107,849 107,849
ILLUMINA INC ORDINARY SHARES 44,232 44,232
INTERPUBLIC GROUP OF COS., INC. ORDINARY SHARES 25,610 25,610
INTUIT INC ORDINARY SHARES 357,616 357,616
J.M. SMUCKER CO. ORDINARY SHARES 56,161 56,161
JACOBS SOLUTIONS INC ORDINARY SHARES 116,249 116,249
JOHNSON & JOHNSON ORDINARY SHARES 804,955 804,955
KB HOME ORDINARY SHARES 438,615 438,615
KEYCORP ORDINARY SHARES 30,218 30,218
KILROY REALTY CORP. ORDINARY SHARES 395,601 395,601
LILLY(ELI) & CO ORDINARY SHARES 453,936 453,936
MGM RESORTS INTERNATIONAL ORDINARY SHARES 53,638 53,638
MASTERCARD INC.ORDINARY SHARES - CLASS A 549,213 549,213
MCCORMICK & CO., INC. ORDINARY SHARES (NON VOTING) 82,034 82,034
MCKESSON CORPORATION ORDINARY SHARES 258,739 258,739
MERCK & CO INC ORDINARY SHARES 606,231 606,231
META PLATFORMS INC ORDINARY SHARES - CLASS A 933,888 933,888
METLIFE INC ORDINARY SHARES 19,569 19,569
MICROSOFT CORPORATION ORDINARY SHARES 2,232,686 2,232,686
MOODY`S CORP. ORDINARY SHARES 748,398 748,398
NVIDIA CORP ORDINARY SHARES 2,610,195 2,610,195
NETFLIX INC. ORDINARY SHARES 198,764 198,764
ORMAT TECHNOLOGIES INC ORDINARY SHARES 323,024 323,024
PNC FINANCIAL SERVICES GROUP INC ORDINARY SHARES 161,223 161,223
PARAMOUNT GLOBAL ORDINARY SHARES - CLASS A 16,881 16,881
PAYPAL HOLDINGS INC ORDINARY SHARES 87,996 87,996
PROCTER & GAMBLE CO. ORDINARY SHARES 296,238 296,238
PRUDENTIAL FINANCIAL INC. ORDINARY SHARES 711,180 711,180
QUALCOMM, INC. ORDINARY SHARES 119,209 119,209
S&P GLOBAL INC ORDINARY SHARES 635,984 635,984
SALESFORCE INC ORDINARY SHARES 744,219 744,219
SERVICENOW INC ORDINARY SHARES 635,012 635,012
SHERWIN-WILLIAMS CO. ORDINARY SHARES 772,321 772,321
STRYKER CORP. ORDINARY SHARES 240,153 240,153
SUNRUN INC ORDINARY SHARES 83,583 83,583
SUPER MICRO COMPUTER INC ORDINARY SHARES 21,763 21,763
TJX COMPANIES, INC. ORDINARY SHARES 221,082 221,082
TARGET CORP ORDINARY SHARES 301,722 301,722
TESLA INC ORDINARY SHARES 449,878 449,878
TETRA TECH, INC. ORDINARY SHARES 120,317 120,317
THERMO FISHER SCIENTIFIC INC. ORDINARY SHARES 104,566 104,566
TRACTOR SUPPLY CO. ORDINARY SHARES 23,877 23,877
UBER TECHNOLOGIES INC ORDINARY SHARES 93,677 93,677
UNITEDHEALTH GROUP INC ORDINARY SHARES 392,042 392,042
VERIZON COMMUNICATIONS INC ORDINARY SHARES 260,615 260,615
VISA INC ORDINARY SHARES - CLASS A 725,312 725,312
VORNADO REALTY TRUST ORDINARY SHARES 112,373 112,373
W.W. GRAINGER INC. ORDINARY SHARES 261,404 261,404
WALGREENS BOOTS ALLIANCE INC ORDINARY SHARES 26,040 26,040
WALMART INC ORDINARY SHARES 68,576 68,576
WELLS FARGO & CO. ORDINARY SHARES 24,795 24,795
WILLIAMS-SONOMA, INC. ORDINARY SHARES 153,329 153,329
XYLEM INC ORDINARY SHARES 555,272 555,272
YUM BRANDS INC. ORDINARY SHARES 147,442 147,442
ACADIA REALTY TRUST ORDINARY SHARES 8,673 8,673
ALEXANDRIA REAL ESTATE EQUITIES INC. ORDINARY SHARES 13,267 13,267
AMERICAN HOMES 4 RENT ORDINARY SHARES - CLASS A 25,820 25,820
AMERICOLD REALTY TRUST INC ORDINARY SHARES 4,751 4,751
ARMADA HOFFLER PROPERTIES INC ORDINARY SHARES 4,215 4,215
AVALONBAY COMMUNITIES INC. ORDINARY SHARES 71,930 71,930
BXP, INC 29,149 29,149
BRIXMOR PROPERTY GROUP INC ORDINARY SHARES 29,371 29,371
CAMDEN PROPERTY TRUST ORDINARY SHARES 10,676 10,676
COUSINS PROPERTIES INC. ORDINARY SHARES 22,367 22,367
CUBESMART ORDINARY SHARES 6,856 6,856
CURBLINE PROPERTIES CORP. 1,742 1,742
DIGITAL REALTY TRUST INC ORDINARY SHARES 79,976 79,976
EASTGROUP PROPERTIES, INC. ORDINARY SHARES 14,926 14,926
ELME COMMUNITIES ORDINARY SHARES 931 931
EMPIRE STATE REALTY TRUST INC ORDINARY SHARES - CLASS A 16,099 16,099
EQUINIX INC ORDINARY SHARES 163,120 163,120
EQUITY LIFESTYLE PROPERTIES INC. ORDINARY SHARES 18,715 18,715
EQUITY RESIDENTIAL PROPERTIES TRUST ORDINARY SHARES 51,380 51,380
ESSEX PROPERTY TRUST, INC. ORDINARY SHARES 42,531 42,531
EXTRA SPACE STORAGE INC. ORDINARY SHARES 46,526 46,526
FEDERAL REALTY INVESTMENT TRUST. ORDINARY SHARES 67,842 67,842
GAMING AND LEISURE PROPERTIES INC ORDINARY SHARES 44,692 44,692
GETTY REALTY CORP. ORDINARY SHARES 1,205 1,205
HEALTHCARE REALTY TRUST INC ORDINARY SHARES - CLASS A 10,729 10,729
HEALTHPEAK PROPERTIES INC. ORDINARY SHARES 3,061 3,061
HIGHWOODS PROPERTIES, INC. ORDINARY SHARES 2,905 2,905
HOST HOTELS & RESORTS INC ORDINARY SHARES 24,072 24,072
INVITATION HOMES INC ORDINARY SHARES 6,074 6,074
IRON MOUNTAIN INC. ORDINARY SHARES 47,615 47,615
JBG SMITH PROPERTIES ORDINARY SHARES 14,863 14,863
KILROY REALTY CORP. ORDINARY SHARES 37,740 37,740
KIMCO REALTY CORP. ORDINARY SHARES 25,492 25,492
LTC PROPERTIES, INC. ORDINARY SHARES 4,042 4,042
LXP INDUSTRIAL TRUST ORDINARY SHARES 6,991 6,991
MACERICH CO. ORDINARY SHARES 120 120
MEDICAL PROPERTIES TRUST INC ORDINARY SHARES 3,942 3,942
MID-AMERICA APARTMENT COMMUNITIES, INC. ORDINARY SHARES 25,968 25,968
OMEGA HEALTHCARE INVESTORS, INC. ORDINARY SHARES 16,200 16,200
PARAMOUNT GROUP INC ORDINARY SHARES 6,817 6,817
PLYMOUTH INDUSTRIAL REIT INC ORDINARY SHARES 9,007 9,007
PROLOGIS INC ORDINARY SHARES 184,235 184,235
PUBLIC STORAGE ORDINARY SHARES 65,877 65,877
REALTY INCOME CORP. ORDINARY SHARES 57,309 57,309
REGENCY CENTERS CORPORATION ORDINARY SHARES 49,016 49,016
REXFORD INDUSTRIAL REALTY INC ORDINARY SHARES 35,413 35,413
SITE CENTERS CORP ORDINARY SHARES 413 413
SL GREEN REALTY CORP. ORDINARY SHARES 10,324 10,324
STAG INDUSTRIAL INC ORDINARY SHARES 23,742 23,742
SIMON PROPERTY GROUP, INC. ORDINARY SHARES 136,563 136,563
SUN COMMUNITIES, INC. ORDINARY SHARES 2,213 2,213
SUNSTONE HOTEL INVESTORS INC ORDINARY SHARES 4,156 4,156
TANGER INC. ORDINARY SHARES 5,973 5,973
UDR INC ORDINARY SHARES 38,114 38,114
URBAN EDGE PROPERTIES ORDINARY SHARES 8,708 8,708
VICI PROPERTIES INC ORDINARY SHARES 59,384 59,384
VENTAS INC ORDINARY SHARES 35,511 35,511
VERIS RESIDENTIAL INC ORDINARY SHARES 3,143 3,143
VORNADO REALTY TRUST ORDINARY SHARES 15,387 15,387
W. P. CAREY INC ORDINARY SHARES 1,471 1,471
WELLTOWER INC ORDINARY SHARES 135,986 135,986
CALVERT EMERGING MARKETS EQUITY FUND CLASS I 1,035,593 1,035,593
DOMINI IMPACT INTERNATIONAL EQUITY FUND INSTITUTIONAL CLASS 1,301,390 1,301,390
ISHARES CORE S&P SMALL-CAP ETF 2,650,060 2,650,060
ISHARES TRUST ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 2,017,710 2,017,710

TY 2024 InvestmentsGovtObligationsSch
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
US Government Securities - End of Year Book Value:

3,703,921
US Government Securities - End of Year Fair Market Value:

3,703,921
State & Local Government Securities - End of Year Book Value:


204,986
State & Local Government Securities - End of Year Fair Market Value:


204,986


TY 2024 InvestmentsOtherSchedule2
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AXIOM LEARNING LLC FMV 171,000 171,000
WESTCLIFF HOLDINGS LLC FMV 302,188 302,188
BRIDGE MULTIFAMILY IV ASP FUND FMV 1,849,318 1,849,318
RIVERSIDE CAP. APPR. VII ASP FUND FMV 557,940 557,940
STRATEGIC PARTNERS VII ASP FUND FMV 2,430,911 2,430,911
KKR EUROP V ASP FUND FMV 888,365 888,365

TY 2024 LegalFeesSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,494 0   6,494


TY 2024 OtherAssetsSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 5,000,000 4,783,853 4,783,853
PREPAID FEDERAL TAXES 129,001 141,000 141,000


TY 2024 OtherExpensesSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION/ OFFICE EXPENSE 2,156 0   2,185
COMMUNICATIONS EXPENSE 5,273 0   5,273
DUES & SUBSCRIPTIONS 8,050 0   8,050
EDUCATION AND TRAINING 4,840 0   4,840
GRANT ADMIN FEES 233 0   233
GRANTEE EVENTS 3,827 0   3,827
INSURANCE 6,473 1,500   4,973
INVESTMENT ADVISOR FEES 220,110 220,110   0
MEALS AND ENTERTAINMENT 7,531 0   3,765
OTHER DEDUCTIONS FROM PASS-THROUGHS 0 65,830   0
OTHER EVENTS 10,585 0   10,585
PHILANTHROPIC CONS. FEES 142,156 0   142,156
TECHNOLOGY 13,722 0   13,722


TY 2024 OtherIncomeSchedule2
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PORTFOLIO INCOME 19,495 51,386 19,495


TY 2024 OtherIncreasesSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Description Amount
UNREALIZED GAIN 6,046,573


TY 2024 OtherLiabilitiesSchedule
Name:
STOLTE FAMILY FOUNDATION
EIN:
47-1545801
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 1,256 5,653