Civic Intelligence

The Russell Family Foundation

EIN 91-1663336 • Gig Harbor, WA

PO Box 2567Gig Harbor, WA 98335
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.26x

Higher debt load relative to revenue than 50% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

12th percentile

-21%

Higher net margin than 12% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$440,753

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

23rd percentile

-0.9%

Faster asset growth than 23% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

114%

Faster revenue growth than 90% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$76,638,299

Down $661,141 (-0.9%) from 2023

Liabilities

Down

$927,393

Down $447,096 (-33%) from 2023

Net Assets

$75,710,906

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue50th percentileNet Margin12th percentile

Revenue

Up

$3,558,803

Up $1,893,188 (+114%) from 2023

Expenses

Down

$4,303,630

Down $292,803 (-6.4%) from 2023

Net Income

Up

-$744,827

Up $2,185,991 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2010: $137,279,920Liabilities 2010: $4,676,7832010Assets 2011: $129,485,210Liabilities 2011: $2,304,109Net Assets 2011: $127,181,1012011Assets 2012: $135,271,084Liabilities 2012: $695,099Net Assets 2012: $134,575,9852012Assets 2013: $148,066,131Liabilities 2013: $736,3182013Assets 2014: $143,141,208Liabilities 2014: $2,483,016Net Assets 2014: $140,658,1922014Assets 2015: $131,991,186Liabilities 2015: $1,477,9392015Assets 2017: $146,484,800Liabilities 2017: $1,356,759Net Assets 2017: $145,128,0412017Assets 2018: $135,023,745Liabilities 2018: $2,000,718Net Assets 2018: $133,023,0272018Assets 2019: $150,979,015Liabilities 2019: $2,321,855Net Assets 2019: $148,657,1602019Assets 2020: $163,076,402Liabilities 2020: $971,5752020Assets 2021: $102,077,149Liabilities 2021: $10,435,862Net Assets 2021: $91,641,2872021Assets 2022: $75,360,711Liabilities 2022: $977,656Net Assets 2022: $74,383,0552022Assets 2023: $77,299,440Liabilities 2023: $1,374,4892023Assets 2024: $76,638,299Liabilities 2024: $927,393Net Assets 2024: $75,710,9062024

Highlighted filing

2024

Assets$76,638,299
Liabilities$927,393
Net Assets$75,710,906
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2010: $8,409,471Expenses 2010: $7,233,085Net Income 2010: $1,176,3862010Expenses 2011: $6,515,9232011Expenses 2012: $7,005,0642012Revenue 2013: $11,732,661Expenses 2013: $7,682,532Net Income 2013: $4,050,1292013Revenue 2014: $12,525,289Expenses 2014: $13,460,714Net Income 2014: -$935,4252014Revenue 2015: $8,941,313Expenses 2015: $8,875,014Net Income 2015: $66,2992015Revenue 2017: $8,663,787Expenses 2017: $9,676,110Net Income 2017: -$1,012,3232017Revenue 2018: $11,844,793Expenses 2018: $10,958,877Net Income 2018: $885,9162018Revenue 2019: $6,860,810Expenses 2019: $9,004,529Net Income 2019: -$2,143,7192019Revenue 2020: $4,942,450Expenses 2020: $8,873,831Net Income 2020: -$3,931,3812020Revenue 2021: $6,093,203Expenses 2021: $6,940,923Net Income 2021: -$847,7202021Revenue 2022: -$1,004,304Expenses 2022: $4,911,129Net Income 2022: -$5,915,4332022Revenue 2023: $1,665,615Expenses 2023: $4,596,433Net Income 2023: -$2,930,8182023Revenue 2024: $3,558,803Expenses 2024: $4,303,630Net Income 2024: -$744,8272024

Highlighted filing

2024

Revenue$3,558,803
Expenses$4,303,630
Net Income-$744,827
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,638,299
Liabilities
$927,393
Net assets
$75,710,906
Revenue
$3,558,803
Expenses
$4,303,630
Net income
-$744,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.6$0.93$75.7$3.56$4.30$0.74
2023Summary only. Only limited summary data is available for this year.$77.3$1.37$1.67$4.60$2.93
2022Detailed filing. Detailed filing data is available for this year.$75.4$0.98$74.4$1.00$4.91$5.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$10.4$91.6$6.09$6.94$0.85
2020Summary only. Only limited summary data is available for this year.$163$0.97$4.94$8.87$3.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$151$2.32$149$6.86$9.00$2.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$2.00$133$11.8$11.0$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$146$1.36$145$8.66$9.68$1.01
2015Summary only. Only limited summary data is available for this year.$132$1.48$8.94$8.88$0.07
2014Detailed filing. Detailed filing data is available for this year.$143$2.48$141$12.5$13.5$0.94
2013Summary only. Only limited summary data is available for this year.$148$0.74$11.7$7.68$4.05
2012Detailed filing. Detailed filing data is available for this year.$135$0.70$135$7.01
2011Detailed filing. Detailed filing data is available for this year.$129$2.30$127$6.52
2010Summary only. Only limited summary data is available for this year.$137$4.68$8.41$7.23$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN SIMPSONCEOFT$406,806$33,947$440,753
EVLYN ANDRADEDirector-$18,750-$18,750
RASHAD MORRISDirector-$18,750-$18,750
SARAH CAVANAUGHPresident-$0--
CHRIS RURIKVice President-$0--
TIM CAVANAUGHTreasurer-$0--
DION RURIKSecretary-$0--
JOSH CAVANAUGHDirector-$0--
MIMI CHAUDirector-$0--
SARAH CLEVELANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Russell Family Foundation
EIN
91-1663336
Phone
2538585050
Address
PO BOX 2567, GIG HARBOR, WA 98335

Signing Officer

Name
Kathleen Simpson
Title
CEO
Phone
2538571654
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
555 110TH AVE NE SUITE 700, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML AppendixShowing 400 of 2,143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt08395
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE BEST OF THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0PORT OF SKAGIT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt012/31/2022, 12/31/2023, 3/27/2024 (FINAL)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt05000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt05000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-07-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GRANT FUNDS WILL BE USED TO SPONSOR THE SKAGIT AG SUMMIT, A LOCAL AGRICULTURAL CONFERENCE HOSTED BY WASHINGTON STATE UNIVERSITY-SKAGIT COUNTY EXTENSION. THE CONFERENCE COVERS TOPICS THAT IMPACT AGRICULTURE, INCLUDING WATER, LABOR, CLIMATE, SUSTAINABLE PRACTICES, ECONOMIC VIABILITY, INNOVATION AND LEADERSHIP.
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SELF DEALING
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0(3) THE FOUNDATION OFFICE IS LOCATED IN A BUILDING PARTIALLY OWNED BY A DISQUALIFIED PERSON. THE USE OF THE FACILITY IS PROVIDED FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).(4) THE FOUNDATION PAYS REASONABLE COMPENSATION TO ITS CHIEF EXECUTIVE OFFICER. THE COMPENSATION IS IN RETURN FOR GRANT-MAKING AND ADMINISTRATIVE SERVICES PROVIDED TO THE FOUNDATION. SUCH SERVICES ARE NECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSE AND NOT CONSIDERED AN ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1JANE'S FELLOWSHIP PROGRAMTHE FOUNDATION OPERATES A GRANT-MAKING PROGRAM CALLED JANE'S FELLOWSHIP PROGRAM (JFP). JFP IS A YEAR-LONG PROGRAM THAT BRINGS TOGETHER A GROUP OF LEADERS WHO ARE ACTIVELY SERVING PIERCE COUNTY, WASHINGTON AND WORKING TO ADDRESS A WIDE RANGE OF COMMUNITY CHALLENGES. THE GOAL OF JFP IS TO DEEPEN LEADERSHIP SKILLS, EXPAND PERSPECTIVES AND ENCOURAGE COLLABORATIONS FOR GRASSROOTS AND COMMUNITY LEADERS. IN THIS 12-MONTH, COHORT-BASED PROGRAM, FELLOWS MEET TWICE MONTHLY TO SHARE IN SKILLS TRAINING, EXPERIENTIAL LEARNING, AND COMMUNITY BUILDING. USING INPUT FROM A SELECTION COMMITTEE COMPRISED OF FOUNDATION STAFF, BOARD MEMBERS, COMMUNITY VOLUNTEERS AND ALUMNI OF JFP, THE FOUNDATION SELECTS 13-15 TO FORM EACH CLASS. OVER THE COURSE OF THE YEAR-LONG PROGRAM, FELLOWS RECEIVE: A FINANCIAL STIPEND (GRANT) TOTALING $8,500 ACCESS TO UP TO $2,500 TO FURTHER SUPPORT INDIVIDUALIZED LEADERSHIP DEVELOPMENT ACTIVITIES, AND EXTENSIVE TRAINING AND SUPPORT ON LEADERSHIP DEVELOPMENT AND COMMUNITY BUILDING.IN 2024, JANE'S FELLOWSHIP HAD 14 FELLOWS:TOTAL OPERATING EXPENSES = $395,315TOTAL GRANT EXPENSES = $119,000THE PROGRAM HAS BEEN APPROVED UNDER THE IRC CODE SECTION 4945(G)(3) BY THE INTERNAL REVENUE SERVICE IN THE PRIVATE LETTER RULING DATED JANUARY 3, 2005.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ECOTRUST FORESTS II , LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ECOTRUST FORESTS III, LLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GENERATION IM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GLOBAL IMPACT ACCESS PARTNERSHIP, LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24STEPSTONE VC OPPORTUNITIES FUND IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25THE LYME FOREST FUND IV TE, LP
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03558803
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt050380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08395
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt058775
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02325888
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0444306
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0444306
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01951250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01489750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01003114
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0851971
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-744827
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027399225
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt019731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt061928
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt074927
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt074927
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt081659
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01669530
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02736934
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt013801
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt013801
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0442447
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0426963
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0405463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0414888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0582088
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt071824
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0962375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0660396
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0253118
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0963619
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0186924
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0201355
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01241
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01241
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0748
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0490
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04215812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0738819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04303630
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03475753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03558803
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02264562
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0738819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02813880
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt038125
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt038125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025729695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1575087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01669530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1534644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2121714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01669530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1534644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2121714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027399225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1534644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2696801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS FROM PASS THROUGH INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MARCHO PARTNERS FEEDER FUND (DELAWARE) LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02325888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-744827
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0530782
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt075710906
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt075924951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt075710906
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03742575
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03740269
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03742575
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03778312
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02306
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt038043
IRS990PF/DistributableAmountGrp/TotalTaxAmt038043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt050891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt038043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022848
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt038043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt038043
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt060891
IRS990PF/FMVAssetsEOYAmt076638299
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0234989
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0249393
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04430
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt038068
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04430
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04430
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt058138
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt060400
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt060400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt010381299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08457576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt08457576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016786137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018425596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018425596
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0938500
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0477000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0223894
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0223894
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0152100
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0363881
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0363881
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt045332975
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt043464731
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt043464731
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0201000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0201000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01263317
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01250000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt09480
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt09200
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt09200
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt075924951
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt075710906
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02828781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02669195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02669195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt077299440
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt076638299
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt076638299
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01374489
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0927393
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt077299440
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt076638299
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt075924951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt075710906
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0449145
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01933290
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01933290
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt076716987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03223596
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029365216
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01150755
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt044128175
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03778312
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt075566232
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt076716987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0146186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1121736
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2122207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt145561
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt226378
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0FABIOLA GREENAWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1TERRANCE MCGEHEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2BRITTA FRANCESCONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SENIOR PROGRAM OFFIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1FELLOWSHIP PROGRAM O
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GRANTS & OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 2567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 2567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 2567
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0GIG HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1GIG HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2GIG HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd098335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd198335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd298335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CLIMATE ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1TIEDEMANN WEALTH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ERIC T LARSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CLARK NUBER PS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0266670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1212299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt286710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt358775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01930 18TH ST NW SUITE B2 518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1200 BELLEVUE PARKWAY STE 525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt27067 MUIRKIRK LANE SW

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