2023-10-26T15:51:05-05:00 2022-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2022-01-01 943188703 COMMUNITY FOUNDATION OF SNOHOMISH COUNTY COMM 4252124056 2823 ROCKERFELLER AVE EVERETT WA 98201 GLORIA NGEZAHO CHAIR 4252124056 2023-10-19 1 GLORIA NGEZAHO 999009999 0 KATIE JOENS CPA P02389255 2066288990 2023-10-19 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KARRI MATAU 2823 ROCKERFELLER AVE EVERETT WA 98201 30380145 0 X WWW.CF-SC.ORG X 1993 WA TO STRENGTHEN COMMUNITIES IN GREATER EVERETT AND SNOHOMISH COUNTY. 12 12 15 30 0 0 15988722 13926276 106043 130344 1938271 737484 0 0 18033036 14794104 2769251 4457932 0 0 837118 1138498 0 0 174792 744188 814421 4350557 6410851 13682479 8383253 51296885 55431105 3969923 3713489 47326962 51717616 THE MISSION OF THE FOUNDATION IS TO STRENGTHEN COMMUNITIES IN GREATER EVERETT AND SNOHOMISH COUNTY BY BUILDING PERMANENT CHARITABLE FUNDS, CONNECTING DONORS TO CHARITABLE CAUSES THEY CARE ABOUT, MAKING EFFECTIVE GRANTS AND PROVIDING LEADERSHIP TO ADDRESS COMMUNITY ISSUES. 0 0 5162662 4308503 130344 TO PROVIDE GRANTS TO NON-PROFIT ORGANIZATIONS IN SNOHOMISH COUNTY TO SUPPORT FIELDS OF EDUCATION, ARTS AND CULTURE, ENVIRONMENT, HEALTH AND WELLNESS AND HUMAN SERVICES. COMMUNITY FOUNDATION DONORS ENJOY THE CONVENIENCE OF DOING ALL THEIR CHARITABLE GIVING IN ONE PLEACE. DONORS ARE ABLE TO GIVE A VARIETY OF ASSETS TO CREATE CHARITABLE FUNDS NOW OR IN THE FUTURE THROUGH THEIR ESTATES. FUNDS MAY BE PERMANENTLY ENDOWED OR THE TOTAL BALANCE MAY BE GRANTED OUT OVER A SPECIFIED PEREIOD OF TIME. DONORS MAY RECOMMEND GRANT RECIPIENTS OR ALLOW GRANTS TO BE AWARDED AT THE DISCRETION OF THE COMMUNITY FOUNDATION. 659394 149429 CONNECT CASINO ROAD IS AN INCLUSIVE, INNOVATIVE, AND TRANSFORMATIVE COMMUNITY EFFORT COMING TOGETHER TO CREATE EQUITABLE OPPORTUNITIES AND OUTCOMES FOR CASINO ROAD FAMILIES. WE NURTURE THE CREATION OF AN ENVIRONMENT AND CULTURE IN WHICH SHARED COMMUNITY ASPIRATIONS CAN BE COCREATED, RESOURCED, AND BROUGHT TO LIFE. 5822056 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X THE ORGANIZATION 4252124056 2823 ROCKERFELLER AVE EVERETT WA 98201 SARAH DUNCAN CHAIR 1.50 X X 0 0 0 GLORIA NGEZAHO CHAIR - ELECT 1.50 X X 0 0 0 NASHIKA STANBRO VICE CHAIR 1.50 X X 0 0 0 KRISTI HENDERSON TREASURER 1.50 X X 0 0 0 PHIL SPIRITO SECRETARY 1.50 X X 0 0 0 SCOTT CALLAHAN BOARD MEMBER 1.50 X 0 0 0 CRYSTAL DONNER BOARD MEMBER 1.50 X 0 0 0 GERRY EBALAROZA-TUNNELL BOARD MEMBER 1.50 X 0 0 0 KRISTIN GARCIA BOARD MEMBER 1.50 X 0 0 0 VICCI HILTY BOARD MEMBER 1.50 X 0 0 0 JACKSON LOOS BOARD MEMBER 1.50 X 0 0 0 AMANDA ULLRICH BOARD MEMBER 1.50 X 0 0 0 KARRI MATAU PRESIDENT AND CEO 40.00 X 158246 0 0 JOHN SESE DIRECTOR OF FINANCE 40.00 X 62226 0 0 NEKYA JOHNSON DIRECTOR OF COMMUNITY IMPACT 40.00 X 112467 0 0 ANGELIQUE LEONE VICE PRESIDENT 40.00 X 130416 0 0 463355 0 0 3 0 1 0 0 192500 13733776 488963 13926276 CONTRACT SERVICES 900099 78881 78881 RENTAL INCOME 531110 54575 54575 ADMINISTRATIVE FEES 561000 -3112 -3112 130344 852776 852776 15470749 15586041 -115292 -115292 -115292 14794104 130344 0 737484 4457932 4457932 220472 132282 66142 22048 809308 561976 129541 117791 31891 19453 7654 4784 76827 46864 18438 11525 120611 120611 332370 297472 34898 34128 6826 13651 13651 102286 95632 5323 1331 9227 6920 2307 BUILDING EXPENSES 164548 154869 9679 DEVELOPMENT EXPENSES 37536 28115 5759 3662 CRUT PAYOUTS 13715 13715 6410851 5822056 414003 174792 4159362 2808234 2114305 1751498 6350818 5793475 19250 0 600000 600000 6000 6000 565587 230874 342802 334713 37331924 43793908 372424 343277 51296885 55431105 64782 155430 37740 6036 3867401 3552023 3969923 3713489 X 23300087 25641440 24026875 26076176 47326962 51717616 51296885 55431105 8383253 -3992599 0 X 0 1 X 1 0 X 2340927 12684120 11030223 15988722 13926276 55970268 2340927 12684120 11030223 15988722 13926276 55970268 21941438 34028830 436442 610220 596360 797343 852776 3293141 59263409 1170855 0.57420 0.57800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 24282273 5168191 -1696319 1787714 25966431 15847614 7540188 2253378 1358907 24282273 13763368 3066572 4076963 12752977 11388378 1726648 2083382 102768 1332272 13763368 23273915 1718839 -839955 1673991 215890 22262918 0.03790 0.96210 0.00000 0 0 151200 151200 350128 168350 181778 64259 62524 1735 334713 STOCKS AND MUTUAL FUNDS 31918463 F FIXED INCOME FUNDS 7370944 F ALTERNATIVE STRATEGIES 4504501 F 43793908 ASSETS HELD UNDER AGENCY AGREEMENTS 3551023 RENTAL DAMAGE DEPOSITS 1000 3552023 10680894 -3992599 -3992599 14673493 120611 120611 14794104 6290240 0 6290240 120611 120611 6410851 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 133 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FOUNDATION'S BOARD HAS DESIGNATED NET ASSETS WITH DONOR RESTRICTIONS FOR VARIOUS PURPOSES TO AID IN THE MANAGEMENT OF THE FOUNDATION'S RESOURCES AND TO SATISFY CERTAIN BOARD OBJECTIVES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. 1 AFRICAID 1031 33RD STREET SUITE 174 DENVER CO 80023 20000 0 RICK STEVES' EUROPE FUND AGROS INTERNATIONAL ATTN CLAUDIA ALVARENGA SEATTLE WA 98121 250000 0 RICK STEVES' EUROPE FUND ANDANDO PO BOX 542 JEFFERSON OR 97352 30000 0 RICK STEVES' EUROPE FUND ARTS COUNCIL OF SNOHOMISH COUNTY DBA SCHACK ART CENTER 2921 HOYT AVENUE EVERETT WA 98201 7411 0 BILL AND PATTY DEGROODT FUND ASSISTANCE LEAGUE OF EVERETT 5107 EVERGREEN WAY EVERETT WA 98203 7120 0 GOLLMAN FUND BABIES OF HOMELESSNESS PO BOX 147 BOTHELL WA 98041 17000 0 MOUNTAIN PACIFIC BANK EMPLOYEE & DIRECTOR'S GIVING BEADS FOR EDUCATION 145 WHISCONIER RD BROOKFIELD CT 06804 51000 0 RICK STEVES' EUROPE FUND BLACK HEALING FUND 1323 AVE D 1918 SNOHOMISH WA 98291 13500 0 COMMUNITY GRANT BREAD FOR THE WORLD INSTITUTE INC 425 3RD STREET SW STE 1200 WASHINGTON DC 20024 110000 0 RICK STEVES' EUROPE FUND BRIGHT STARS OF BETHLEHEM PO BOX 771055 CHICAGO IL 606771056 10000 0 RICK STEVES' EUROPE FUND BRUINS COMMUNITY PARENTS 801 E CASINO RD EVERETT WA 98203 6000 0 JOE PEREIRA JR. FUND CAMP FIRE SNOHOMISH COUNTY 4312 RUCKER AVE EVERETT WA 98203 31175 0 ELIZABETH R. WALLACE LIVING TRUST CAMP READ-A-RAMA 12239 PALATINE AVENUE NORTH SEATTLE WA 98133 15100 0 DE SPAIN FAMILY FUND CASINO RD FUND - OTHER 2823 ROCKEFELLER AVE EVERETT WA 98201 10750 0 MOUNTAIN PACIFIC BANK EMPLOYEE & DIRECTOR'S GIVING CASINO ROAD KIDS MINISTRIES PO BOX 4459 EVERETT WA 98204 7000 0 COASTAL COMMUNITY EMPLOYEE BANK CENTRAL WASHINGTON UNIVERSITY BOUILLON HALL ELLENSBURG WA 98926 11500 0 DICK ROWLEY SCHOLARSHIP CHANGE THE NARRATIVE 17709 OAK ST GRANITE FALLS WA 98252 13500 0 COMMUNITY GRANT CITIZENS' CLIMATE EDUCATION CORPS ATTN OLIVIA MELONAS CFO CORONADO CA 92118 50000 0 RICK STEVES' EUROPE FUND COCOON HOUSE 3530 COLBY AVE EVERETT WA 98201 10270 0 ANNE & MARY ARTS & ENVIRONMENTAL ED. COMMUNITIES OF COLOR COALITION PO BOX 472 EVERETT WA 982060472 19000 0 CORONAVIRUS RESPONSE FUND ELCA WORLD HUNGER ATTN PASTOR RON GLUSENKAMP CHICAGO IL 60631 100000 0 RICK STEVES' EUROPE FUND ESONGE 301 WEST 108TH ST APT 8A NEW YORK NY 10025 50000 0 RICK STEVES' EUROPE FUND EVERETT COMMUNITY COLLEGE FINANCIAL AID AND SCHOLARSHIPS OFFICE 3RD FLOOR PARKS STUDENT UNIO EVERETT WA 98201 18351 0 ARLINGTON ROTARY/CHESTER WILLIAMS SCHOLARSHIP EVERETT COMMUNITY COLLEGE FOUNDATION 2000 TOWER STREET EVERETT WA 982011390 6540 0 BILL AND PATTY DEGROODT FUND EVERETT GOSPEL MISSION PO BOX 423 EVERETT WA 98206 8165 0 TERRY & PHYLLIS BUCKRIDGE EVERETT PARKS ENDOWMENT 2823 ROCKEFELLER AVE EVERETT WA 98201 7142 0 AQUA-MARINE FAITH ACTION NETWORK ATTN ELISE DEGOOYER SEATTLE WA 98134 50000 0 RICK STEVES' EUROPE FUND FAITH FOOD BANK 8515 VALHALLA DRIVE EVERETT WA 98208 8500 0 MOUNTAIN PACIFIC BANK EMPLOYEE & DIRECTOR'S GIVING FOOD 4 FARMERS ATTN JANICE NADWORNY HINESBURG VT 54610 75000 0 RICK STEVES' EUROPE FUND FOUNDATION FOR EDMONDS SCHOOL DISTRICT PO BOX 390 LYNNWOOD WA 98036 20000 0 ELIZABETH R. WALLACE LIVING TRUST GLACIER PEAK INSTITUTE 1405 EMENS AVE N DARRINGTON WA 98241 64500 0 TERRY & PHYLLIS BUCKRIDGE GLOBAL COMMUNITIES 5151 MURPHY CANYON RD STE 320 SAN DIEGO CA 92123 100000 0 RICK STEVES' EUROPE FUND GRANITE FALLS COMMUNITY COALITION PO BOX 1947 GRANITE FALLS WA 98252 8700 0 COMMUNITY GRANT HOMAGE SENIOR SERVICES 5026 196TH ST SW LYNNWOOD WA 98036 11500 0 CORONAVIRUS RESPONSE FUND HOUSING HOPE 5830 EVERGREEN WAY EVERETT WA 98203 10500 0 COLLINS FAMILY FUND HUMAN SERVICES ENDOWMENT 2823 ROCKEFELLER AVE EVERETT WA 98201 500000 0 ESTATE OF VIRGIL MORGAN IMAGINE CHILDREN'S MUSEUM 1502 WALL STREET EVERETT WA 98201 18454 0 DE SPAIN FAMILY FUND LEADERSHIP LAUNCH PO BOX 653 MUKILTEO WA 98275 6000 0 RICK STEVES' EUROPE FUND MILLENNIA MINISTRIES 3426 BROADWAY SUITE 202 EVERETT WA 98201 30000 0 CORONAVIRUS RESPONSE FUND MODEST FAMILY SOLUTIONS 2823 ROCKEFELLER AVE EVERETT WA 98201 34090 0 COMMUNITY GRANT MONTANA COMMUNITY FOUNDATION 33 S LAST CHANCE GULCH HELENA MT 59601 10000 0 TERRY & PHYLLIS BUCKRIDGE NAACP FISCAL SPONSORSHIP 2823 ROCKEFELLER AVE EVERETT WA 98201 10000 0 COMMUNITY GRANT NAACP SNOHOMISH COUNTY BRANCH PO BOX 5676 EVERETT WA 982065676 10000 0 NAACP FISCAL SPONSORSHIP NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 19046 100000 0 RICK STEVES' EUROPE FUND NORML FOUNDATION ATT ERIK ALTERI WASHINGTON DC 20005 30000 0 RICK STEVES' EUROPE FUND NORTHWEST ORGANIZATION FOR ANIMAL HELP 31300 BRANDSTROM RD STANWOOD WA 98292 6000 0 TERRY & PHYLLIS BUCKRIDGE OPERATING RESERVES 2823 ROCKEFELLER AVE EVERETT WA 98201 195892 0 ESTATE OF VIRGIL MORGAN OPERATIONS FUND 2823 ROCKEFELLER AVE EVERETT WA 98201 102678 0 OPERATIONAL ENDOWMENT PARTICIPATORY JUSTICE 8410 178TH PL NE ARLINGTON WA 98223 6500 0 CORONAVIRUS RESPONSE FUND PAWS-PROGRESSIVE ANIMAL WELFARE SOCIETY PO BOX 1037 LYNNWOOD WA 98046 6000 0 TERRY & PHYLLIS BUCKRIDGE PEORIA HOME 3331 BROADWAY 6 EVERETT WA 98201 6000 0 COASTAL COMMUNITY EMPLOYEE BANK PROJECT GIRL MENTORING PROGRAM 1424 191ST PL SE BOTHELL WA 98012 47100 0 RICK STEVES' EUROPE FUND PROVIDENCE GENERAL FOUNDATION PO BOX 1067 EVERETT WA 982061067 60000 0 PHIL AND KELLY JOHNSON FUND PROVIDENCE HOSPICE & HOME CARE FOUNDATION 1615 75TH ST SW 210 EVERETT WA 98203 77179 0 TERRY & PHYLLIS BUCKRIDGE QUILCEDA COMMUNITY SERVICES 9610 48TH DR NE MARYSVILLE WA 98270 7201 0 QUILCEDA COMMUNITY SERVICES RAINFOREST ACTION NETWORK ATTN CARINE TERPANJIAN SAN FRANCISCO CA 94108 100000 0 RICK STEVES' EUROPE FUND RED CURTAIN FOUNDATION FOR THE ARTS 9315 STATE AVE MARYSVILLE WA 98270 50000 0 ROBERT KILLINGSTAD FAMILY FUND RED-TAILED HAWKS CHAPTER BLACK PILOTS OF AMERICA INC PO BOX 1403 MUKILTEO WA 98275 11500 0 CORONAVIRUS RESPONSE FUND REFUGEE & IMMIGRANT SERVICES NORTHWEST C/O EVCC EVERETT WA 98201 7000 0 MOUNTAIN PACIFIC BANK EMPLOYEE & DIRECTOR'S GIVING SARVEY WILDLIFE CENTER PO BOX 3590 ARLINGTON WA 98223 6000 0 TERRY & PHYLLIS BUCKRIDGE SCBHC P O BOX 1552 EVERETT WA 98206 11500 0 CORONAVIRUS RESPONSE FUND SHERWOOD COMMUNITY SERVICES 402 91ST AVE NE LAKE STEVENS WA 98258 13335 0 RICK STEVES' EUROPE FUND SHORELINE COMMUNITY COLLEGE FOSS 5000 BUILDING SHORELINE WA 98133 6000 0 TISDEL FAMILY SNOHOMISH COMMUNITY FOOD BANK PO BOX 1364 SNOHOMISH WA 98291 6053 0 SNOHOMISH COMMUNITY FOOD BANK SNO-ISLE LIBRARIES FOUNDATION 7312 35TH AVE NE MARYSVILLE WA 98271 14624 0 NYSETHER COLLECTION AT SNO-ISLE LIBRARIES SOJOURNERS PO BOX 70730 WASHINGTON DC 200240730 50000 0 RICK STEVES' EUROPE FUND STANWOOD CAMANO ARTS ADVOCACY COMMISSION PO BOX 2528 STANWOOD WA 98292 83246 0 COMMUNITY GRANT STANWOOD-CAMANO AREA FOUNDATION PO BOX 1209 STANWOOD WA 98292 15009 0 EDUCATION ENDOWMENT STILLAGUAMISH GRANGE #1058 6521 PIONEER HIGHWAY STANWOOD WA 98292 7500 0 RICK STEVES' EUROPE FUND THE HEALING CENTER 6409 1/2 ROOSEVELT WAY NE SEATTLE WA 98115 15000 0 ANGIE WEBER MEMORIAL THE RAINFOREST ALLIANCE ATTN GRACE PANDOLA NEW YORK NY 10004 50000 0 RICK STEVES' EUROPE FUND THE SALVATION ARMY MARYSVILLETULALIP 1108 STATE STREET MARYSVILLE WA 98270 6000 0 TERRY & PHYLLIS BUCKRIDGE TRINITY LUTHERAN CHURCH 6215 196TH ST LYNNWOOD WA 98036 600000 0 RICK STEVES' EUROPE FUND TULALIP FOUNDATION 8825 34TH AVE NE L-242 TULALIP WA 98271 11750 0 RICK STEVES' EUROPE FUND UNIVERSITY OF ALASKA FAIRBANKS STUDENT FINANCIAL SERVICES OFFICE FAIRBANKS AK 99775 7000 0 ARLINGTON ROTARY/CHESTER WILLIAMS SCHOLARSHIP UNIVERSITY OF WASHINGTON STUDENT FISCAL SERVICE SEATTLE WA 98195 14900 0 TISDEL FAMILY VILLAGE THEATRE EVERETT 2710 WETMORE AVE EVERETT WA 98201 5250 0 BILL AND PATTY DEGROODT FUND VOLUNTEERS OF AMERICA WESTERN WASHINGTON PO BOX 839 EVERETT WA 98206 10750 0 ANNE & MARY ARTS & ENVIRONMENTAL ED. WARM BEACH CHRISTIAN CAMPS & CONFERENCE CENTER 20800 MARINE DR STANWOOD WA 98292 5519 0 JEANNIE AND DAVID BRENNER -ENDOWED WASHINGTON STATE UNIVERSITY OFFICE OF SCHOLARSHIP SERVICES PULLMAN WA 991641068 12000 0 ARLINGTON ROTARY/CHESTER WILLIAMS SCHOLARSHIP WASHINGTON WEST AFRICAN CENTER (WAWAC) 525 112TH ST SE F324 EVERETT WA 98208 10000 0 COMMUNITY GRANT WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 19864 0 FLAT WORLD SCHOLARSHIP WOMEN'S GLOBAL EDUCATION PROJECT 136 N MARION ST SUITE 201 OAK PARK IL 60301 15000 0 RICK STEVES' EUROPE FUND YMCA OF SNOHOMISH COUNTY 4730 COLBY AVE EVERETT WA 98203 8540 0 COMMUNITY GRANT YOUTH DYNAMICS- STILLY VALLEY PO BOX 486 BURLINGTON WA 98233 50000 0 PHIL AND KELLY JOHNSON FUND 84 PART I, LINE 2: THE COMMUNITY FOUNDATION OF SNOHOMISH COUNTY DISBURSES GRANT AND SCHOLARSHIP FUNDS TO ORGANIZATIONS BASED ON ELIGIBILITY. THE BOARD IS RESPONSIBLE FOR APPROVING THE DISBURSEMENT OF FUNDS AND MONITORING THE USE OF THE FUNDS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSE. X X X 0 0 0 0 0 0 0 0 0 KARRI MATAU PRESIDENT AND CEO 158246 0 0 0 0 0 0 0 0 0 158246 0 0 0 X 1 488963 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S INDEPENDENT CPA PROVIDES A COPY OF THE 990 TO MANAGEMENT AND EACH MEMBER OF THE BOARD ARE GIVEN THE OPPORTUNITY TO REVIEW, COMMENT, AND PROVIDE CHANGES TO THE 990. IF ANY CHANGES, THE 990 WILL BE AMENDED. FORM 990, PART VI, SECTION B, LINE 12C BY REQUIRING MEMBERS TO RECUSE THEMSELVES FROM ANY VOTES ON BUSINESS WITH ORGANIZATIONS WHICH CONSTITUTE A CONFLICT OF INTEREST. THIS IS MONITORED BY STAFF AND NOTED IN MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MAKES ALL DETERMINATIONS UNDER THE LEADERSHIP OF THE CHAIR OF THE BOARD, WHICH ARE THEN RATIFIED BY THE BOARD OF DIRECTORS AT A REGULAR MEETING. ALL SALARIES ARE BASED AT THE CURRENT MARKET WAGE. FORM 990, PART VI, SECTION C, LINE 19 THE POLICY IS THAT UPON WRITTEN REQUEST ANY DOCUMENTS REQUESTED WILL BE PROVIDED TO THE GENERAL PUBLIC, EXCEPT THOSE OF A SENSITIVE NATURE REGARDING PARTICULAR FUNDS.