2024-06-17T13:22:44-05:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2022-01-01 943041320 THE FRIENDS OF LAKEWOLD FRIE 2535844106 PO BOX 39780 LAKEWOOD WA 984963780 DWIGHT WILLIAMS BOARD CHAIR 2535844106 2024-06-13 1 DWIGHT WILLIAMS 999009999 0 MEGAN R RYAN P00737884 4254544919 2024-06-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DWIGHT WILLIAMS PO BOX 39780 LAKEWOOD WA 984963780 1620311 0 X WWW.LAKEWOLDGARDENS.ORG X CORPORATION EXEMPT UNDER IRC SECTION 1986 WA THE ORGANIZATION FUNCTIONS AS A CENTER FOR ART, MUSIC AND NATURE. THESE OFFERINGS INCLUDE FESTIVALS, CONCERTS, THEATRICAL AND LITERARY HAPPENINGS, VETERANS' ART PROGRAMS, EDUCATIONAL ACTIVITIES, ART EXHIBITIONS AND RENTALS. OVER 10,000 PEOPLE ANNUALLY FIND INSPIRATION AND ARE EDUCATED THROUGH THE 10-ACRE GARDEN ESTATE, ANOTHER 2,000 PEOPLE ARE SERVED THROUGH THE ORGANIZATIONS YOUTH'S AND ADULT HORTICULTURE PROGRAMS. 12 12 19 200 15101 0 960291 1426709 81513 61117 2209 1014 -27470 -5217 1016543 1483623 0 0 0 0 553588 663623 0 29450 120221 475178 541284 1028766 1234357 -12223 249266 2245343 2449915 292311 247617 1953032 2202298 X THE ORGANIZATION FUNCTIONS AS A CENTER FOR ART, MUSIC AND NATURE. THESE OFFERINGS INCLUDE FESTIVALS, CONCERTS, THEATRICAL AND LITERARY HAPPENINGS, VETERANS' ART PROGRAMS, EDUCATIONAL ACTIVITIES, ART EXHIBITIONS AND RENTALS. OVER 10,000 PEOPLE ANNUALLY FIND INSPIRATION AND ARE EDUCATED THROUGH THE 10-ACRE GARDEN ESTATE, ANOTHER 2,000 PEOPLE ARE SERVED THROUGH THE ORGANIZATIONS YOUTH'S AND ADULT HORTICULTURE PROGRAMS. 0 0 758744 61117 THE ORGANIZATION SERVES THE PUBLIC WITH OFFERINGS OF TOURS, RENTALS, EVENTS, AND EDUCATIONAL ACTIVITIES. OVER 10,000 PEOPLE ANNUALLY FIND INSPIRATION AND ARE EDUCATED THROUGH THE 10 ACRE HISTORIC GARDEN ESTATE. THROUGH THE ORGANIZATION'S YOUTH PROGRAMS AND ADULT HORTICULTURE PROGRAMS, ANOTHER 350 PEOPLE ARE SERVED EACH YEAR. 758744 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 19 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X SUSAN WARNER 2535844106 PO BOX 39780 LAKEWOOD WA 984963780 CARLA PELSTER PRESIDENT 2.00 0.00 X X 0 0 0 PHYLLIS GREGGS VICE PRESIDENT 2.00 0.00 X X 0 0 0 DWIGHT WILLIAMS SECRETARY 2.00 0.00 X X 0 0 0 PHILLIP ENG TREASURER 2.00 0.00 X X 0 0 0 STEVE CISSELL MEMBER AT LARGE 2.00 0.00 X 0 0 0 SUSAN PITTMAN DIRECTOR 2.00 0.00 X 0 0 0 MICKEY PORTNOY DIRECTOR 2.00 0.00 X 0 0 0 LISA HOFFMAN DIRECTOR 2.00 0.00 X 0 0 0 JASON WHALEN DIRECTOR 2.00 0.00 X 0 0 0 RHENE JOHNS DIRECTOR 2.00 0.00 X 0 0 0 CHARLIE HYDE DIRECTOR 2.00 0.00 X 0 0 0 TREVOR KOVICH DIRECTOR 2.00 0.00 X 0 0 0 GREATER TACOMA COMMUNITY FDTN INSTITUTIONAL TRUSTEE 2.00 X 0 0 0 SUSAN WARNER EXECUTIVE DIRECTOR 32.00 0.00 X 83585 0 7710 83585 0 7710 0 0 0 0 0 12614 72277 578440 244572 518806 9378 1426709 GARDEN ADMISSIONS 713990 61117 61117 61117 1014 1014 64849 63125 1724 1724 53 1671 13820 72277 43959 -30139 -30139 44652 29604 15048 15048 EVENT ART SALES 900099 8150 8150 8150 1483623 61117 15101 -19304 84780 29673 12717 42390 459102 255464 198284 5354 53653 26827 19852 6974 66088 34838 25780 5470 1200 1200 5888 5888 49908 49908 29450 29450 10917 10917 49546 23073 26473 49057 30911 14036 4110 23464 14078 9386 22993 21776 1217 43635 42762 873 32506 16903 15603 PROGRAM SUPPLIES 196003 196003 REPAIRS & MAINTENANCE 56167 55519 648 1234357 758744 355392 120221 63399 257765 289869 247215 52424 8900 47058 39169 7790 14735 3053266 1171135 1784803 1882131 2245343 2449915 142411 92849 4868 149900 149900 292311 247617 X 1953032 1974393 227905 1953032 2202298 2245343 2449915 249266 0 X 0 1 X 1 0 X 577114 605191 798866 960291 1426709 4368171 577114 605191 798866 960291 1426709 4368171 181428 4186743 31728 37001 2657 38704 63863 173953 2497 7447 9944 172 1693 1865 4553933 424249 0.91940 0.90280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 172. 2019 AMOUNT: $ 1,693. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X INTERPRETATIVE AND HISTORICAL 0 1145000 1145000 887305 567735 319570 348224 295214 53010 672737 308186 364551 1882131 PART III, LINE 1A: THE CONSOLIDATED, AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES THE COLLECTION OWNED BY THE FRIENDS OF LAKEWOLD. PART III, LINE 4: THE COLLECTION INCLUDES BOTH ART MADE BY MEMBERS OF THE FAMILIES WHO OWNED LAKEWOLD, WORK THEY COLLECTED, AND ARTWORK OF THE PERIOD. THE COLLECTION FURTHERS LAKEWOLD GARDEN'S EXEMPT PURPOSE BY PROVIDING INTERPRETIVE MATERIAL THAT HELPS THE PUBLIC UNDERSTAND THE PROPERTY IN THE CONTEXT OF ITS TIMES, AND UNDERSCORES THE DEEP CONNECTION THE FAMILIES HAD TO THE VISUAL AND PERFORMING ARTS ALONG WITH NATURE. LAKEWOLD GARDENS PROVIDES THE COMMUNITY WITH ART, MUSIC AND NATURE AS IT HAS FOR OVER A CENTURY BRINGING HEALING AND INSPIRATION TO THOSE WHO VISIT. SCHEDULE D, PART V: THE ORGANIZATION HOLDS AN ENDOWMENT AT GREATER TACOMA COMMUNITY FOUNDATION (GTCF). GTCF MAINTAINS VARIANCE POWER OVER THE FUNDS AND FOR THIS REASON ALL ACTIVITY HAS BEEN REPORTED ON THE GTCF 990. THE INVESTMENTS HELD WITHIN THE ENDOWMENT ARE MANAGED BY GTCF. THE ENDOWMENT IS FOR THE SOLE BENEFIT OF FRIENDS OF LAKEWOLD AND WILL BE DISTRIBUTED AS NEEDED FOR THE ON-GOING OPERATIONAL NEEDS OF THE ORGANIZATION. THE TOTAL FAIR MARKET VALUE AS YEAR END IS $2,763,027 X X X X X X X 0 ROBIN ECHTLE 4822 N 8TH STREET TACOMA WA 98406 FUNDRAISING GRANTS AND CAPITAL CAMPAIGN 0 0 25190 -25190 25190 -25190 WA SUMMER GARDEN PARTY 58286 45761 12525 1580 11699 24179 SOLSTICE LIGHTS PREVIEW PARTY 27811 26516 1295 3787 2714 86097 72277 13820 5367 11699 26893 43959 -30139 FORM 990, PART I, LINE 6: VOLUNTEERS WORK IN HORTICULTURE, ADMINISTRATION, RETAIL SHOP, ART & MUSIC, VETERAN PROGRAM AND ON COMMITTEES. OVER 2,388 VOLUNTEER HOURS WERE RECORDED IN 2022. KRISTINE DILLINGER, LEAD HORTICULTURIST TRACKS THE LOGGED VOLUNTEER HOURS BY ACTIVITY CATEGORY. FORM 990, PART VI, SECTION A, LINE 6 THE GREATER TACOMA COMMUNITY FOUNDATION IS THE SOLE VOTING MEMBER. THE SOLE MEMBER HAS THE AUTHORITY TO APPROVE SIGNIFICANT DECISIONS. NO PART OF THE ORGANIZATIONS' NET EARNINGS OR ASSETS MAY BE DISTRIBUTED TO ANY DIRECTOR, OFFICER, OR ANY PRIVATE INDIVIDUAL UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER IS ABLE TO ELECT EIGHT OF THE FIFTEEN BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF GREATER TACOMA COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR FORWARDS BY EMAIL A COPY OF THE 990 TO ALL BOARD MEMBERS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND TOP MANAGEMENT OFFICIALS ARE REQUIRED TO DISCLOSE, TO THE GOVERNING BODY, INTERESTS THAT COULD GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST. THE GOVERNING BODY REGULARLY MONITORS COMPLIANCE. INDIVIDUALS WHO HAVE A CONFLICT OF INTEREST WITH A MATTER THAT IS BEFORE THE BOARD MUST DISCLOSE THE CONFLICT AND ABSTAIN FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE IS DONE BY THE BOARD ON AN ANNUAL BASIS. AT THAT TIME, SALARY CHANGES MAY OCCUR BASED ON BUDGET PARAMETERS AND PERFORMANCE. THE LAST COMPENSATION REVIEW OCCURED IN MARCH 2022. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. AMENDED RETURN EXPLANATION THE FRIENDS OF LAKEWOLD AMENDS ITS RETURN FOR THE FOLLOWING ITEMS: - FORM 990, PART I, LINE 1: UPDATED LANGUAGE - FORM 990, PART III, LINE 1: UPDATED LANGUAGE - FORM 990, PART VII: CORRECTED AMOUNT REPORTED FOR SUSAN WARNER'S REPORTABLE COMPENSATION IN COLUMN (D) - FORM 990, PART VIII: CORRECTIONS FOR AMOUNTS REPORTED IN COLUMN (C) AS UNRELATED BUSINESS INCOME - FORM 990, PART IX: ADJUSTMENTS TO AMOUNTS REPORTED ON LINES 5 THROUGH 10 - SCHEDULE A, PART II, LINE 8 UPDATED TO REMOVE GROSS UNRELATED BUSINESS INCOME ASSET STEWARDSHIP FOUNDATION 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 261088224 SUPPORT THE PURPOSES OF GTCF THROUGH RECEIPT AND HOLDING OF GIFTS. WA 501(C)(3) LINE 12A, I GREATER TACOMA COMMUNITY FOUNDATION 0 GEORGE WEYERHAEUSER PACIFIC RIM BONSAI COLLECTION PO BOX 6108 FEDERAL WAY WA 98063 611727426 PRESERVE GEORGE WEYERHAEUSER PACIFIC RIM BONSAI COLLECTION WA 501(C)(3) LINE 12A, I GREATER TACOMA COMMUNITY FOUNDATION 0 GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 911007459 GTCF FOSTERS GENEROSITY BY CONNECTING PEOPLE WHO CARE WITH CAUSES. WA 501(C)(3) LINE 7 0 CHARITABLE REMAINDER TRUST (4) 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 MANAGE INVESTMENTS WA N/A T 0 CHARITABLE LEAD TRUST (1) 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 MANAGE INVESTMENTS WA N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0