2024-12-09T15:48:50-06:00 2024-06-30 410445819 FIDUCIARY COUNSELLING INC PO BOX 1278 TACOMA WA 984011278 990PF 2023-07-01 911178052 SEQUOIA FOUNDATION SEQU 2532728336 P O BOX 1278 TACOMA WA 984011278 WILLIAM T WEYERHAEUSER PRESIDENT 2532728336 2024-12-09 1 1 STACEY L ARNDT P01073927 2532728336 2024-12-09 2023 2024-10-15 13:58:12Z X 15650183 X 0 X 16295 16295 118773 118773 -21521 2880476 0 13 -14038 113560 121030 0 0 0 75883 7811 66572 367777 37815 329962 3617 3431 0 12132 0 12132 459409 49057 408666 1553000 1553000 2012409 49057 1961666 -1898849 71973 383158 190297 190297 2935026 2742505 3457466 1031171 699473 656475 8743463 8111622 11345945 13092818 11743897 15650183 0 0 X 13092818 11743897 0 0 0 0 13092818 11743897 13092818 11743897 13092818 -1898849 549928 11743897 0 11743897 WASH SALE ADJUSTMENTS 5884 5884 5884 PUBLICLY TRADED SECURITIES - BNY 1978315 2115302 -136987 -136987 PUBLICLY TRADED SECURITIES - BNY 898329 892460 5869 5869 LONG TERM DISTRIBUTIONS P 3832 3832 3832 INVESTMENT PARTNERSHIPS - LT P 22105 -22105 -22105 INVESTMENT PARTNERSHIPS - ST P 59352 -59352 -59352 ADJUSTMENTS FROM FORM 8986 P 423 -423 -423 -203282 1000 0 1000 0 1000 11472 0 1 0 11473 0 10473 10473 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 0 SEQUOIAFOUND.ORG FIDUCIARY COUNSELLING INC 2532728336 1145 BROADWAY SUITE 1500 TACOMA WA 98402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM T WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 PRESIDENT, TREASURER 1.00 0 0 0 GAIL T WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 DIRECTOR 1.00 0 0 0 JOHN KEOLKER PO BOX 1278 TACOMA WA 98401 SECRETARY 1.00 0 0 0 BRIAN F BOYD PO BOX 1278 TACOMA WA 98401 EXECUTIVE DIRECTOR 20.00 0 0 0 W DREW WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 VICE PRESIDENT 1.00 0 0 0 BENJAMIN D WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 DIRECTOR 1.00 0 0 0 NONE 0 GRANTMAKER CONSULTANTS INC 1250 PACIFIC AVE SUITE 870 TACOMA WA 98402 GRANTMAKING & INVEST 329962 FIDUCIARY COUNSELLING INC P O BOX 1278 TACOMA WA 98401 ACCOUNTING & TAX 75223 0 0 6388687 664804 9136746 16190237 0 0 16190237 242854 15947383 797369 797369 1000 1000 796369 0 796369 0 796369 1961666 0 1961666 796369 0 0 2398427 2132498 1212060 1204946 1280643 8228574 1961666 0 0 0 796369 1165297 0 0 9393871 0 0 0 0 0 0 2398427 6995444 2132498 1212060 1204946 1280643 1165297 WILLIAM T WEYERHAEUSER APPLICATIONS SHOULD BE SUBMITTED ON 1250 PACIFIC AVENUE SUITE 870 TACOMA WA 98402 2536271634 GRANTS@GRANTMAKERCONSULTANTS.COM GO TO WWW.SEQUOIAFOUND.ORG WEBSITE, LOG IN OR CREATE ACCOUNT, AND THEN SUBMIT A "LETTER OF INQUIRY" THROUGH THE ONLINE APPLICATION PROCESS. GO TO WEBSITE, CLICK "ECOLOGICAL ECONOMIC ENTERPRISE", CLICK "APPLICATION TIMELINE" LINK GO TO WEBSITE, CLICK "ECOLOGICAL ECONOMIC ENTERPRISE" THEN "ELIGIBILITY REQUIREMENTS" AIDS HOUSING ASSOCIATION OF TACOMA PO BOX 2251 TACOMA WA 98401 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 AKIN PO BOX 15190 SEATTLE WA 98115 NONE PC 7/2023-6/2024 KEY PENINSULA FAMILY SUPPORT AND SERVICES 5000 AMARA 3501 104TH ST E TACOMA WA 98446 NONE PC CY 2024 PIERCE COUNTY FOSTER CARE PROGRAMS 10000 AMERICAN LEADERSHIP FORUM TACOMAPIERCE COUNTY PO BOX 1914 TACOMA WA 98401 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 20000 AMERICA'S AUTOMOTIVE TRUST 2702 EAST D STREET TACOMA WA 98421 NONE PC CY 2024 GENERAL OPERATING SUPPORT 150000 ARTSFUND 100 W HARRISON STREET SUITE S150 SEATTLE WA 98119 NONE PC CY 2023 GENERAL OPERATING SUPPORT - PIERCE COUNTY 10000 ASSOCIATED MINISTRIES OF TACOMA PIERCE COUNTY 901 S 13TH ST TACOMA WA 984054903 NONE PC 2023 COMMUNITY RESOURCE CONNECTION CENTER 10000 BARBARA JEAN BROWN FOUNDATION PO BOX 5373 TACOMA WA 98415 NONE PC 2023 OPERATION LONGTHRUST SUMMER CAMP 5000 BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND 3875 SOUTH 66TH STREET SUITE 101 TACOMA WA 98409 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 10000 BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND 3875 SOUTH 66TH STREET SUITE 101 TACOMA WA 98409 NONE PC CY 2024 GENERAL OPERATING SUPPORT 40000 BRIGHTSPARK EARLY LEARNING SERVICES 555 S RENTON VILLAGE PLACE SUITE 280 TACOMA WA 98402 NONE PC FYE 6/2024 HOMELESS CHILD CARE PROGRAM - 10000 BUILDING YOUTH THROUGH MUSIC PO BOX 1722 TACOMA WA 98401 NONE PC 2024 YOUTH PROGRAM SUPPORT 10000 CAROL MILGARD BREAST CENTER 4525 SOUTH 19TH STREET TACOMA WA 98405 NONE PC 7/2022 - 6/2024 FAITHHEALTH IN ACTION 18500 CJK COMMUNITY HOMES 2367 TACOMA AVE S 215 TACOMA WA 98402 NONE PC FYE 3/2024 GENERAL OPERATING SUPPORT 5000 COLLEGE SUCCESS FOUNDATION - TACOMA 3223 N 13TH STREET TACOMA WA 98406 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 75000 COMPREHENSIVE LIFE RESOURCES 1305 TACOMA AVENUE SOUTH TACOMA WA 98402 NONE PC INTEGRATED CARE CENTER FOR PIERCE COUNTY 50000 DEGREES OF CHANGE PO BOX 1573 TACOMA WA 98401 NONE PC FYE 6/2024 ACT SIX LOCAL PROGRAM SUPPORT 10000 EDGE FOUNDATION 2017 FAIRVIEW AVE E UNIT I SEATTLE WA 98102 NONE PC FYE 6/2024 EDGE COACHING PROGRAM FOR LOW-INCOME, AT-RISK TACOMA PUBLIC SCHOOL STUDENTS 10000 EXODUS HOUSING 301 2ND AVE NE SUITE 200 PUYALLUP WA 98372 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 FOREST HISTORY SOCIETY INC 2925 ACADEMY ROAD DURHAM NC 27705 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 5000 FORTERRA 5101 14TH AVE NW SEATTLE WA 98194 NONE PC CY 2024 GENERAL OPERATING SUPPORT 30000 FRANCISCAN FOUNDATION WASHINGTON PO BOX 1502 TACOMA WA 98402 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT (ANNUAL) 5000 FRIENDS OF THE CHILDREN TACOMA 7302 S PARK AVE TACOMA WA 98408 NONE PC FYE 8/2024 GENERAL OPERATING SUPPORT 10000 GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE TACOMA WA 98402 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 5000 GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE TACOMA WA 98402 NONE PC CY 2023 OASIS YOUTH CENTER SUPPORT 10000 GREENTRIKE 1501 PACIFIC AVE STE 202 TACOMA WA 98402 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 HABITAT FOR HUMANITY TACOMA PIERCE COUNTY 4824 SOUTH TACOMA WAY TACOMA WA 98409 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 10000 HELPING HAND HOUSE 4321 2ND ST SW PUYALLUP WA 98373 NONE PC CY 2023 GENERAL OPERATING SUPPORT 20000 HILLTOP ARTISTS PO BOX 6829 TACOMA WA 98417 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 15000 HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY 2608 CENTER STREET TACOMA WA 98409 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 5000 JAPANESE AMERICAN CITIZENS LEAGUE 11415 SE 234TH PL KENT WA 98031 NONE PC PUYALLUP ASSEMBLY CENTER REMEMBRANCE GALLERY 50000 KEY PENINSULA HISTORICAL SOCIETY AND MUSEUM 17010 S VAUGHN ROAD NW VAUGHN WA 98394 NONE PC 2023 VAUGHN LIBRARY HALL RENOVATION 10000 MULTICARE HEALTH FOUNDATION PO BOX 5296 TACOMA WA 984150296 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 5000 MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 70000 NEIGHBORHOOD CLINIC 1323 SOUTH YAKIMA AVENUE TACOMA WA 98445 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 NEW PHOEBE HOUSE ASSOCIATION PO BOX 5245 TACOMA WA 98415 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 NEXT CHAPTER FOUNDATION PO BOX 8395 TACOMA WA 98419 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 NORTHWEST EDUCATION ACCESS 6920 ROOSEVELT WAY NE 355 SEATTLE WA 98115 NONE PC FYE 7/2024 PIERCE COUNTY PROGRAM SUPPORT 10000 NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVE STE 400 SEATTLE WA 98104 NONE PC CY 2024 GENERAL OPERATING SUPPORT 30000 OPERA AMERICA INC 330 SEVENTH AVENUE 7TH FLOOR NEW YORK NY 100015010 NONE PC CY 2024 ANNUAL FUND (ANNUAL) 20000 PALMER SCHOLARS PO BOX 7119 TACOMA WA 984170119 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 20000 PEDIATRIC INTERIM CARE CENTER 328 4TH AVE S KENT WA 980325836 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 10000 PHILANTHROPY NORTHWEST 600 UNIVERSITY ST SUITE 1725 SEATTLE WA 98101 NONE PC CY 2024 GENERAL OPERATING SUPPORT 5000 PHILLIPS EXETER ACADEMY 20 MAIN ST EXETER NH 03833 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT (ANNUAL) 10000 PUGET SOUND REVELS 917 PACIFIC AVE STE 914 TACOMA WA 98402 NONE PC 2023 CHRISTMAS REVELS 6000 PUGET SOUND REVELS 917 PACIFIC AVE STE 914 TACOMA WA 98402 NONE PC 2024 CHRISTMAS REVELS 6000 RAINIER SCHOLARS 2100 24TH AVE S SEATTLE WA 98144 NONE PC 7/2023-6/2024 TACOMA GROWTH AND DEVELOPMENT 20000 RAISING GIRLS PO BOX 7851 TACOMA WA 984170119 NONE PC EXPANDING SERVICE TO NATIVE AMERICAN YOUTH & FAMILIES 5000 SAFE STREETS CAMPAIGN 714 S 27TH ST FLOOR 1 TACOMA WA 98401 NONE PC CY 2023 GENERAL OPERATING SUPPORT 10000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 981113906 NONE PC FYE 8/2025 GENERAL OPERATING SUPPORT (ANNUAL) 10000 SOUND OUTREACH 1106 MARTIN LUTHER KING JR WAY TACOMA WA 98405 NONE PC FYE 9/2024 GENERAL OPERATING SUPPORT 10000 SYMPHONY TACOMA 901 BROADWAY STE 600 TACOMA WA 98402 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 30000 TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT (ANNUAL) 10000 TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 75000 TACOMA ARTS LIVE 1001 YAKIMA STE 1 TACOMA WA 98405 NONE PC CY 2023 GENERAL OPERATING SUPPORT (ANNUAL) 15000 TACOMA ARTS LIVE 1001 YAKIMA STE 1 TACOMA WA 98405 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 85000 TACOMA HOUSING AUTHORITY 902 S L ST TACOMA WA 98405 NONE PC 2024 CLIENT SUPPORT AND EMPOWERMENT 10000 TACOMA OPERA 2661 N PEARL ST STE 416 TACOMA WA 98407 NONE PC FYE 5/2024 GENERAL OPERATING SUPPORT 20000 TACOMA PARKS FOUNDATION 4702 S 19TH ST TACOMA WA 98405 NONE PC SUMMER 2023 WHOLE CHILD SAFE ZONES 20000 TACOMA PIERCE COUNTY CHAMBER OF COMMERCE FOUNDATION 950 PACIFIC AVE STE 300 TACOMA WA 98402 NONE PC CY 2021-2025 ECONOMIC DEVELOPMENT 20000 TACOMA YOUTH SYMPHONY ASSOCIATION 901 BROADWAY SUITE 500 TACOMA WA 98402 NONE PC FYE 5/2024 GENERAL OPERATING SUPPORT 20000 THE CENTER FOR DIALOG & RESOLUTION 717 TACOMA AVENUE SOUTH TACOMA WA 98402 NONE PC CY 2024 GENERAL OPERATING SUPPORT 10000 THE MOCKINGBIRD SOCIETY 2100 24TH AVE S 240 SEATTLE WA 98144 NONE PC CY 2024 PIERCE COUNTY MOCKINGBIRD YOUTH 10000 TREEHOUSE 2100 24TH AVENUE SOUTH SUITE 200 SEATTLE WA 98144 NONE PC 7/23 - 6/24 GRADUATION SUCCESS-PIERCE 10000 TRINITY PRESBYTERIAN CHURCH 1615 6TH AVENUE TACOMA WA 98405 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 5000 UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVE 400 TACOMA WA 98402 NONE PC CREATING POSSIBILITIES TOGETHER CENTENNIAL CAMPAIGN (3 OF 3) 50000 UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVE 400 TACOMA WA 98402 NONE PC CY 2024 GENERAL OPERATING SUPPORT (ANNUAL) 15000 UNIVERSITY OF PUGET SOUND 1500 N WARNER ST STOP 1075 TACOMA WA 984161075 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT (ANNUAL) 50000 UNIVERSITY OF WASHINGTON FOUNDATION 1900 COMMERCE STREET BOX 358432 SEATTLE WA 98195 NONE PC COLLABORATIVE LEADERSHIP PROJECT AT THE CENTER FOR 20000 UNIVERSITY OF WASHINGTON FOUNDATION 1900 COMMERCE STREET BOX 358432 SEATTLE WA 98195 NONE PC FYE 8/2023-2027 DIABETES ADOLESCENT AND 100000 WISHING WELL FOUNDATION 16524 89TH AVE E PUYALLUP WA 98375 NONE PC CY 2024 INDEPENDENT LIVING SUPPORT 7500 YMCA OF PIERCE AND KITSAP COUNTIES 4717 S 19TH ST STE 201 TACOMA WA 98405 NONE PC CY 2024 COMMUNITY LEARNING CENTERS 15000 YWCA PIERCE COUNTY 405 BROADWAY TACOMA WA 984023904 NONE PC FYE 6/2024 GENERAL OPERATING SUPPORT 15000 ZENO 3815 S OTHELLO ST STE 100 359 SEATTLE WA 98118 NONE PC 2023 - 2024 PIERCE COUNTY PROGRAM SUPPORT 10000 1553000 0 14 16295 14 118773 18 -21521 LITIGATION PROCEEDS 01 13 0 113560 0 113560 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX FEES 75223 7151 66572 TAX PREPARATION FEES (CBIZ) 660 660 0 BNY MELLON - FIXED INCOME SECURITIES 699473 656475 BNY MELLON - PRIVATE EQUITY 2742505 3457466 BNY MELLON - CTCAI FDN AT COST 3261589 4900247 BNY MELLON - CASH EQUIVALENTS AT COST 297889 297869 BNY MELLON - OTHER PARTNERSHIPS (EQUITY) AT COST 3621720 4727706 BNY MELLON - AIP PARTNERSHIPS AT COST 308002 590930 BNY MELLON - REAL ESTATE AT COST 616303 822839 BNY MELLON - PREFERRED SECURITIES AT COST 5735 5970 BNY MELLON - CASH AT COST 384 384 GRANTMAKING SOFTWARE LICENSE 6429 0 6429 INSURANCE PREMIUMS 2859 0 2859 STATE FILING FEE 108 0 108 BANK SERVICE FEE 20 0 20 SEATTLE FOUNDATION CONFERENCE - TRAVEL EXPENSES 2716 0 2716 INVESTMENT PARTNERSHIPS DETAILS AVAILABLE ON REQUEST -14543 ADJUSTMENTS FROM FORM 8986 505 LITIGATION PROCEEDS 13 13 BOOK BASIS ADJUSTMENTS 549928 GRANTMAKER CONSULTANTS, INC. 329962 0 329962 INVESTMENT ADVISOR FEES 37815 37815 0 STATE TAX (CA) 91 91 0 FOREIGN TAX 3340 3340 0 FEDERAL INCOME TAX 186 0 0