2024-11-08T14:21:43-06:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 916339917 LAIRD NORTON FAMILY FOUNDATION LAIR 2065014510 801 2ND AVE STE 1700 SEATTLE WA 981041520 KATIE BRIGGS MANAGING DIRECTOR 2065014510 2024-11-06 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2024-11-06 2023 2024-10-15 13:58:12Z X 41347583 X 104950 35247 35247 542129 582420 67935 13437080 90594 117617 157511 117617 867878 865772 117617 170980 34071 0 136909 154876 0 0 154828 79038 7904 0 73326 35180 7036 0 28144 154079 127024 0 21281 133517 28220 0 310 144108 1618 0 151469 29759 19452 0 21209 901537 225325 0 587476 815140 1343500 1716677 225325 0 1930976 -848799 640447 117617 49339 374275 374275 938626 961143 961143 500000 0 0 500000 500000 5016 25818826 27784273 27784273 4650385 4240413 4240413 5715336 6233479 6233479 20300 20300 1150000 1254000 1254000 38327528 41347583 41347583 31992 26643 795000 238207 0 79987 826992 344837 X 37500536 41002746 37500536 41002746 38327528 41347583 37500536 -848799 4351009 41002746 0 41002746 PUBLICALLY TRADED SECURITIES P 2022-01-01 2023-12-31 13120603 13369145 -248542 -248542 CAPITAL GAIN DISTRIBUTION P 2022-01-01 2023-12-31 316477 316477 316477 GAINS REPORTED ON PASS THROUGH INVESTMENTS P 2022-01-01 2023-12-31 22659 22659 22659 90594 8902 0 8902 0 8902 30774 0 0 0 30774 X 0 21872 21872 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.LAIRDNORTON.ORG KATIE BRIGGS 2065014510 801 2ND AVE STE 1700 SEATTLE WA 981041520 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 KATIE BRIGGS 801 2ND AVE STE 1700 SEATTLE WA 981041520 MANAGING DIRECTOR 40.00 170980 23820 0 DAVID KANE 801 2ND AVE STE 1700 SEATTLE WA 981041520 CHAIR 2.00 0 0 0 MARYALICE PARKS 801 2ND AVE STE 1700 SEATTLE WA 981041520 VICE CHAIR 1.00 0 0 0 ADAM KUHLMANN 801 2ND AVE STE 1700 SEATTLE WA 981041520 TREASURER 2.00 0 0 0 ANDREAS UELAND 801 2ND AVE STE 1700 SEATTLE WA 981041520 SECRETARY 1.00 0 0 0 JILL GARDNER 801 2ND AVE STE 1700 SEATTLE WA 981041520 DIRECTOR 1.00 0 0 0 PAMELA TANASE 801 2ND AVE STE 1700 SEATTLE WA 981041520 DIRECTOR 1.00 0 0 0 CHRIS TAYLOR 801 2ND AVE STE 1700 SEATTLE WA 981041520 DIRECTOR 1.00 0 0 0 LINDSAY HALL THROUGH JUNE 2023 801 2ND AVE STE 1700 SEATTLE WA 981041520 DIRECTOR 1.00 0 0 0 ANDREW SMYTH THROUGH JUNE 2023 801 2ND AVE STE 1700 SEATTLE WA 981041520 ASSOCIATE DIRECTOR 1.00 0 0 0 CADENCE MILLER 801 2ND AVE STE 1700 SEATTLE WA 981041520 PROGRAM OFFICER 30.00 83000 8640 0 KARYN MCKELVEY 801 2ND AVE STE 1700 SEATTLE WA 981041520 GRANTS AND PROGRAMS 30.00 72500 1637 0 0 LAIRD NORTON WEALTH MANAGEMENT 801 2ND AVE SUITE 1600 SEATTLE WA 98104 INVESTMENT SERVICES 127024 0 CREATIVE SPACE AGENCY, A PUBLIC DEVELOPMENT AUTHORITY OF THE CITY OF SEATTLE - TO SUPPORT OF THE BUILDOUT OF STATION SPACE AT KING STREET STATION, A SPACE FOR ASPIRING YOUNG ARTISTS TO CONNECT, CREATE, AND BUILD COMMUNITY. 500000 500000 30818301 1022656 6013099 37854056 0 0 37854056 567811 37286245 1864312 1864312 8902 8902 1855410 400000 2255410 0 2255410 1930976 500000 2430976 2255410 235115 0 0 2430976 235115 0 0 2195861 0 0 0 0 0 0 0 0 59549 0 0 0 X AMERICAN CONSERVATORY THEATER 415 GEARY STREET SAN FRANCISCO CA 94102 PC SUPPORT FOR AMERICAN CONSERVATORY THEATER'S EDUCATIONAL PROGRAMMING 25000 ARTS CORPS 4408 DELRIDGE WAY SW SUITE 110 SEATTLE WA 98106 PC GENERAL OPERATING SUPPORT 25000 ARTS CORPS 4408 DELRIDGE WAY SW SUITE 110 SEATTLE WA 98106 PC GENERAL OPERATING SUPPORT 5000 ARTS IMPACT 1911 SW CAMPUS DRIVE 393 FEDERAL WAY WA 98023 PC GENERAL OPERATING SUPPORT 40000 ATLANTIC STREET CENTER 2103 SOUTH ATLANTIC STREET SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 25000 BEAVER TAUGHT SALMON (FISCAL SPONSOR SOCIAL GOOD FUND) PO BOX 5473 RICHMOND CA 94805 PC GENERAL SUPPORT FOR THE BEAVER TAUGHT SALMON FILMMAKING PROJECT 15000 BLACK FARMERS COLLECTIVE 409B MAYNARD AVE S SEATTLE WA 98104 PC EMPLOYEE MATCHING GRANT 500 CAMBRIDGE CLASSICAL ACADEMY 4622 S KING DR SUITE 60653 CHICAGO IL 606534108 PC EDUCATION SUPPORT 1000 CARBON CYCLE INSTITUTE 245 KENTUCKY STREET SUITE B1 PETALUMA CA 94952 PC GENERAL OPERATING SUPPORT 30000 CENTER FOR DISASTER PHILANTHROPY ONE THOMAS CIRCLE NW SUITE 700 WASHINGTON DC 20005 PC EDUCATION SUPPORT 1000 CENTER FOR DISASTER PHILANTHROPY ONE THOMAS CIRCLE NW SUITE 700 WASHINGTON DC 20005 PC GENERAL PROGRAM SUPPORT FOR CENTER FOR DISASTER PHILANTHROPY 6000 CENTER FOR DIVERSITY & THE ENVIRONMENT 5431 NE 20TH AVE PORTLAND OR 97211 PC GENERAL OPERATING SUPPORT 25000 CENTER FOR DIVERSITY & THE ENVIRONMENT 5431 NE 20TH AVE PORTLAND OR 97211 PC GENERAL OPERATING SUPPORT 10000 CENTER FOR NATIVE FUTURES 3805 W CULLOM AVE APT 3 CHICAGO IL 606188986 PC LAND ACKNOWLEDGMENT GRANT 2500 CENTRAL OREGON LANDWATCH 2843 NW LOLO DRIVE SUITE 200 BEND OR 977036914 PC TO SUPPORT CENTRAL OREGON LANDWATCH'S WORK ON THE SAVE THE SKYLINE FOREST CAMPAIGN 12500 CHICAGO ARTS PARTNERSHIPS IN EDUCATION 1010 W 35TH STREET SUITE 697 CHICAGO IL 606091401 PC EDUCATION SUPPORT 2500 CHICAGO ARTS PARTNERSHIPS IN EDUCATION 1010 W 35TH STREET SUITE 697 CHICAGO IL 606091401 PC GENERAL OPERATING SUPPORT 30000 CHOOSE 180 1416 SW 151ST ST BURIEN WA 98166 PC GENERAL OPERATING SUPPORT 35000 CITY FOREST CREDITS PO BOX 20396 SEATTLE WA 98102 PC GENERAL OPERATING SUPPORT 25000 COMMUNITY HEALTH CARE 1019 PACIFIC AVE SUITE 300 TACOMA WA 98402 PC GENERAL OPERATING SUPPORT 2500 CREATIVE JUSTICE (FISCAL SPONSOR RVC) 153 14TH AVENUE SEATTLE WA 98122 PC GENERAL OPERATING SUPPORT 10000 DESCHUTES LAND TRUST 210 NW IRVING ST SUITE 102 BEND OR 97701 PC TO SUPPORT DESCHUTES LAND TRUST'S WORK ON THE SAVE THE SKYLINE FOREST CAMPAIGN 12500 DUWAMISH TRIBAL SERVICES 4705 W MARGINAL WAY SW SEATTLE WA 98106 PC EMPLOYEE MATCHING GRANT 250 EARTH ECONOMICS 1102 A STREET PMB 321 TACOMA WA 98403 PC CAPACITY SUPPORT FOR EARTH ECONOMICS' PARTNERSHIP WITH MARITIME BLUE IN WA STATE 15000 EARTHCORPS 6310 NE 74TH STREET SUITE 201E SEATTLE WA 98115 PC SUPPORT FOR EARTHCORPS BLUE CARBON WORK 30000 EARTHCORPS 6310 NE 74TH STREET SUITE 201E SEATTLE WA 98115 PC EDUCATION SUPPORT 2500 EARTHCORPS 6310 NE 74TH STREET SUITE 201E SEATTLE WA 98115 PC EDUCATION SUPPORT 2500 ECOTRUST 1140 SE 7TH AVENUE SUITE 150 PORTLAND OR 97214 PC GENERAL OPERATING SUPPORT 25000 EXPLORING THE ARTS 34-12 36TH STREET SUITE 2-100 ASTORIA NY 11106 PC GENERAL OPERATING SUPPORT 25000 FAMILY LAW CASA OF KING COUNTY 810 3RD AVE SUITE 700 SEATTLE WA 98104 PC EMPLOYEE MATCHING GRANT 250 FLOWERING TREE PERMACLUTURE INSTITUTE 231 BELOW OBSIDIAN RD ESPANOLA NM 875321335 PC LAND ACKNOWLEDGMENT GRANT 2500 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 PC GENERAL OPERATING SUPPORT 2500 FOX CULTURAL HALL (FKA ARTS FOR THE SCHOOLS) 8707 NORTH LAKE BLVD KINGS BEACH CA 96143 PC GENERAL OPERATING SUPPORT 30000 FRIENDS OF THE EEL RIVER PO BOX 4945 ARCATA CA 95518 PC GENERAL OPERATING SUPPORT 1000 FRIENDS OF THURGOOD MARSHALL ELEMENTARY 2401 S IRVING STREET SEATTLE WA 98144 PC EMPLOYEE MATCHING GRANT 500 FRONT AND CENTERED 1501 E MADISON STREET SUITE 250 SEATTLE WA 98122 PC GENERAL OPERATING SUPPORT 25000 GABRIELINO-TONGVA SPRINGS FOUNDATION PO BOX 642043 LOS ANGELES CA 900647043 PC LAND ACKNOWLEDGMENT GRANT 5000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 968134317 PC GRANT TO THE MAUI STRONG FUND FOR WILDFIRE RELIEF AND RECOVERY 2500 HONOR THE EARTH PO BOX 155 PONSFORD MN 56575 PC TO SUPPORT HONOR THE EARTH'S WATERSHED WORK 15000 INGENUITY INC - CHICAGO 440 N WELLS ST SUITE 505 CHICAGO IL 60654 PC GENERAL OPERATING SUPPORT 15000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 PC GENERAL PROGRAM SUPPORT FOR THE KENNEDY CENTERS ARTS INTEGRATION PROGRAMMING 25000 KENT YOUTH AND FAMILY SERVICES 232 SECOND AVE S SUITE 201 KENT WA 98032 PC GENERAL OPERATING SUPPORT 20000 KINNICKINNIC RIVER LAND TRUST 710 NORTH MAIN STREET SUITE 205 PO BOX 87 RIVER FALLS WI 54022 PC EDUCATION SUPPORT 2500 KINNICKINNIC RIVER LAND TRUST 710 NORTH MAIN STREET SUITE 205 PO BOX 87 RIVER FALLS WI 54022 PC GENERAL OPERATING SUPPORT 30000 LATINO COMMUNITY FOUNDATION 235 MONTGOMERY STREET SUITE 1160 SAN FRANCISCO CA 94104 PC GENERAL PROGRAM SUPPORT FOR LCF'S WILDFIRE RELIEF FUND 7000 LEGAL COUNSEL FOR YOUTH AND CHILDREN PO BOX 28629 SEATTLE WA 98118 PC GENERAL OPERATING SUPPORT 35000 LEGAL COUNSEL FOR YOUTH AND CHILDREN PO BOX 28629 SEATTLE WA 98118 PC PROGRAM SPECIFIC SUPPORT FOR LEGAL COUNSEL FOR YOUTH AND CHILDRENS PARTICIPATION IN THE PREVENTATIVE YOUTH ENGAGEMENT TEAM (PYET) PILOT MODEL 25000 LONG LIVE THE KINGS 1326 FIFTH AVE SUITE 450 SEATTLE WA 98101 PC GENERAL OPERATING SUPPORT 20000 LONG LIVE THE KINGS 1326 FIFTH AVE SUITE 450 SEATTLE WA 98101 PC ORGANIZATION CONTRIBUTION AT LLTK'S ANNUAL EVENT 500 MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN MA 01773 PC GENERAL PROGRAM SUPPORT FOR MASS AUDUBON'S YOUTH CLIMATE LEADERSHIP PROGRAM 1000 MINDFULARTS (FISCAL SPONSOR SAN FRANCISCO EDUCATION FUND) 2730 BRYANT STREET SAN FRANCISCO CA 94110 PC GENERAL OPERATING SUPPORT FOR MINDFULARTS SAN FRANCISCO 20000 MINNESOTA LAND TRUST 2356 UNIVERSITY AVE W SUITE 240 SAINT PAUL MN 55114 PC GENERAL SUPPORT FOR WORK IN THE SE BLUFFLANDS REGION OF MINNESOTA 40000 MINNESOTA LAND TRUST 2356 UNIVERSITY AVE W SUITE 240 SAINT PAUL MN 55114 PC EDUCATION SUPPORT 2500 NEW HORIZONS MINISTRIES 2709 3RD AVE SEATTLE WA 98121 PC GENERAL OPERATING SUPPORT 15000 OCCIDENTAL ARTS AND ECOLOGY CENTER 15290 COLEMAN VALLEY RD OCCIDENTAL CA 95465 PC TO SUPPORT THE BRING BACK THE BEAVER CAMPAIGN 30000 OCEAN FOUNDATION 1320 19TH STREET NW 5TH FLOOR WASHINGTON DC 20036 PC TO SUPPORT SEAGRASS GROW 5000 POWERFUL VOICES PO BOX 1557 TACOMA WA 98401 PC GENERAL OPERATING SUPPORT 25000 QUIVIRA COALITION 1413 SECOND STREET SUITE 1 SANTA FE NM 87505 PC GENERAL OPERATING SUPPORT 25000 QUIVIRA COALITION 1413 SECOND STREET SUITE 1 SANTA FE NM 87505 PC TO SUPPORT QUIVIRA COALITION'S PARTNERSHIP WITH SANTA ANA PUEBLO DEPT. OF NATURAL RESOURCES 2500 QUIVIRA COALITION 1413 SECOND STREET SUITE 1 SANTA FE NM 87505 PC EDUCATION SUPPORT 2500 RAINIER VALLEY FOOD BANK 4205 RAINIER AVE S SEATTLE WA 98118 PC GENERAL OPERATING SUPPORT 500 RAINIER VALLEY FOOD BANK 4205 RAINIER AVE S SEATTLE WA 98118 PC EMPLOYEE MATCHING GRANT 500 RESTORAVORE (FISCAL SPONSOR WINONA COMMUNITY FOUNDATION) 111 RIVERFRONT SUITE 2 EAST ANNEX WINONA MN 55987 PC GENERAL SUPPORT FOR RESTORAVORE'S PROGRAMS 25000 REUNITY RESOURCES 1829 SAN YSIDRO CROSSING SANTA FE NM 87507 PC EDUCATION SUPPORT 2500 RYTHER 2400 NE 95TH STREET SEATTLE WA 98115 PC GENERAL OPERATING SUPPORT 20000 SANTA FE COMMUNITY COLLEGE FOUNDATION 6401 RICHARDS AVE SANTA FE NM 87508 PC EDUCATION SUPPORT 2500 SEALIFE RESPONSE REHABILITATION AND RESEARCH (SR3) 22650 DOCK AVE S DES MOINES WA 98198 PC EMPLOYEE MATCHING GRANT 1000 SEATTLE AQUARIUM SOCIETY 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 PC FOR SEATTLE AQUARIUM EQUITY INITIATIVE PROGRAMS 500 SEATTLE OFFICE OF ARTS & CULTURE (CREATIVE ADVANTAGE FISCAL SPONSOR THE SEA PO BOX 94748 SEATTLE WA 981244748 PC GENERAL OPERATING SUPPORT FOR THE CREATIVE ADVANTAGE PROGRAMMING WITHIN SEATTLE PUBLIC SCHOOLS 25000 SHARED SPACES FOUNDATION (HERON'S NEST) 100 ANDOVER PARK W SUITE 150 222 TUKWILA WA 981882828 PC SUPPORT FOR THE HERON'S NEST PROJECT 500 SIGHTLINE INSTITUTE 1402 THIRD AVENUE SUITE 500 SEATTLE WA 98101 PC GENERAL OPERATING SUPPORT 30000 SILVERWOOD SCHOOL 14000 CENTRAL VALLEY RD NW POULSBO WA 983708146 PC EMPLOYEE MATCHING GRANT 2000 TEAMCHILD 1225 SOUTH WELLER STREET SUITE 420 SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 25000 THE FIREHOUSE COMMUNITY ARTS CENTER 2111 S HAMLIN AVENUE CHICAGO IL 60623 PC EDUCATION SUPPORT 2500 THE MOCKINGBIRD SOCIETY 2100 24TH AVE S SUITE 240 SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 35000 THE NATURE CONSERVANCY CALIFORNIA 830 S STREET SACRAMENTO CA 95811 PC GENERAL OPERATING SUPPORT FOR THE NATURE CONSERVANCYS ENVIRONMENTAL EDUCATION PROGRAMMING AT THE JACK AND LAURA DANGERMOND PRESERVE IN CALIFORNIA. 11000 THE SOLUTIONS PROJECT 4096 PIEDMONT AVE 728 OAKLAND CA 94611 PC SUPPORT FOR THE SOLUTIONS PROJECTS WORK IN REGENERATIVE AGRICULTURE 25000 THIRST PROJECT 5478 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 PC GENERAL OPERATING SUPPORT 25000 TRUCKEE RIVER FOUNDATION PO BOX 18153 RENO NV 89511 PC GENERAL OPERATING SUPPORT 2500 TRUCKEE RIVER WATERSHED COUNCIL PO BOX 8568 TRUCKEE CA 96162 PC GENERAL OPERATING SUPPORT 40000 UNITED INDIANS OF ALL TRIBES FOUNDATION PO BOX 99100 SEATTLE WA 98139 PC TO SUPPORT THE 2023 POWWOW FOR FOSTER CARE YOUTH PROGRAM 5000 UNITED INDIANS OF ALL TRIBES FOUNDATION PO BOX 99100 SEATTLE WA 98139 PC GENERAL OPERATING SUPPORT 30000 VALLEY STEWARDSHIP NETWORK INC 110 SOUTH MAIN STREET VIROQUA WI 54665 PC GENERAL OPERATING SUPPORT 40000 VALLEY STEWARDSHIP NETWORK INC 110 SOUTH MAIN STREET VIROQUA WI 54665 PC EDUCATION SUPPORT 3500 WAKAN TIPI AWANYANKAPI 332 MINNESOTA ST SUITE W1520 SAINT PAUL MN 55101 PC LAND ACKNOWLEDGMENT GRANT 2500 WASHINGTON MARITIME BLUE 1900 W NICKERSON STREET SUITE 301 SEATTLE WA 98119 PC CAPACITY SUPPORT FOR MARITIME BLUE'S PARTNERSHIP WITH EARTH ECONOMICS IN WA STATE 15000 WASHINGTON MIDDLE SCHOOL PTSA N6 15 390 2101 S JACKSON ST SEATTLE WA 981442226 PC EMPLOYEE MATCHING GRANT 500 WASHINGTON STATE ARTS COMMISSION 711 CAPITOL WAY S SUITE 600 OLYMPIA WA 98504 PC GENERAL OPERATING SUPPORT FOR WASHINGTON STATE ARTS COMMISSIONS CREATIVE START PROGRAMMING 30000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC GENERAL OPERATING SUPPORT 500 WASHINGTON WOMEN'S FOUNDATION 2100 24TH AVENUE S 330 SEATTLE WA 98144 PC GENERAL OPERATING SUPPORT 1000 WATERWATCH OF OREGON 213 SW ASH SUITE 208 PORTLAND OR 97204 PC TO SUPPORT WORK TO REMOVE MURPHY DAM ON THE APPLEGATE RIVER 25000 WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS 1645 TRAP ROAD VIENNA VA 22182 PC GENERAL OPERATING SUPPORT FOR WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS' INSTITUTE FOR EARLY LEARNING 20000 YHAW INDIGENOUS CREATIVES COLLECTIVE 3815 S OTHELLO STREET SUITE 100/348 SEATTLE WA 98118 PC EMPLOYEE MATCHING GRANT 500 YMCA OF GREATER SEATTLE SOCIAL IMPACT CENTER 909 FOURTH AVENUE SEATTLE WA 98104 PC GENERAL PROGRAM SUPPORT FOR THE YMCA SOCIAL IMPACT CENTER 20000 1343500 ARTS CORPS 4408 DELRIDGE WAY SW SUITE 110 SEATTLE WA 98106 PC GENERAL OPERATING SUPPORT 25000 OCCIDENTAL ARTS AND ECOLOGY CENTER 15290 COLEMAN VALLEY RD OCCIDENTAL CA 95465 PC TO SUPPORT THE BRING BACK THE BEAVER CAMPAIGN 30000 55000 PRI LOAN INTEREST 89184 IMPUTED INTEREST INCOME 28433 14 35247 14 542129 18 67935 0 645311 117617 762928 1A PRI LOAN INTEREST 1B IMPUTED INTEREST INCOME ON PRI LOAN 0 0 0 0 0 0 0 0 0 0 X X 1 LAIRD NORTON COMPANY 801 2ND AVE STE 1700 SEATTLE WA 981041520 100000 X ACCOUNTING FEES 35180 7036 0 28144 WHOOSHH INNOVATIONS 2001 WEST GARFIELD STREET PIER 91 - PORT OF SEATT SEATTLE WA 98119 2014-12-17 100000 TO FURTHER THE USE OF THE WHOOSHH TRANSPORT CONDUIT FOR FISH PASSAGE. 100000 NONE 4/17, 4/18, 2/19, 4/19, 2/20, 3/20, 10/20, 3/21, 10/22, 02/23, 5/23, 3/24 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. ECOTRUST FOREST MANAGEMENT 721 NW 9TH AVENUE SUITE 200 PORTLAND OR 97209 2014-12-17 200000 DEVELOPING VIABLE ECOSYSTEM SERVICE MARKETS, RURAL PROCESSING INFRASTRUCTURE, AND END MARKETS FOR LOW-VALUE BIOMASS GENERATED BY ECOTRUST FOREST PROPERTIES AND SURROUNDING LANDOWNERS. 200000 NONE 6/2017, 4/2018, 5/19, 3/20, 4/20, 4/30/21, 5/20/22, 7/31/2023, 6/17/2024 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE PROGRAM RELATED INVESTMENT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. FORM 990-PF, PART VI-B, LINES 5A(4) & 5C: FORM 990-PF, PART VI-B, LINE 5A(4) AND LINE 5C ARE BEING MARKED AS "YES" TO PROPERLY TRANSMIT DISCLOSURES RELATED TO EXPENDITURE RESPONSIBILITY GRANTS MADE IN PRIOR YEARS. THERE WERE NO NEW GRANTS REQUIRING EXPENDITURE RESPONSIBILITY IN 2023. LNWN - BOND MUTUAL FUNDS 4240413 4240413 LNWN - DOMESTIC EQUITIES 11080627 11080627 LNWN - INTERNATIONAL EQUITIES 1032608 1032608 LNWN - EQUITY MUTUAL FUNDS 15671038 15671038 ACCOLADE PARTNERS GROWTH LP FMV 515147 515147 LNWM RENEWABLE POWER FUND LP FMV 922345 922345 LYME CONSERVATION OPP FUND LP FMV 531791 531791 MORGAN STANLEY DIRECT LENDING FUND FMV 1530301 1530301 MICROVEST SHORT DURATION FUND L FMV 516726 516726 PARTNERS GROUP PRIVATE EQUITY FMV 1055529 1055529 WELLINGTON CLIMATE INNOVATION FMV 174354 174354 PROTERRA CREDIT FUND 2 FMV 487286 487286 RAIL FEEDER FUND LP FMV 500000 500000 PROGRAM RELATED INVESTMENTS 1150000 1250000 1250000 INTEREST RECEIVABLE 0 4000 4000 COMPUTER & INFRASTRUCTURE 10491 2098 0 3377 INSURANCE 7180 1436 0 5744 OFFICE EXPENSES 12088 0 0 12088 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 15918 0 0 INCOME FROM PARTNERSHIP INVESTMENTS 39894 PRI LOAN INTEREST 89184 89184 89184 IMPUTED INTEREST INCOME 28433 28433 28433 UNREALIZED GAIN ON INVESTMENTS 4351009 DEFERRED EXCISE TAX PAYABLE 0 79987 INVESTMENT MANAGEMENT FEES 127024 127024 0 0 OTHER PROFESSIONAL FEES 27055 0 0 21281 EXCISE TAXES 15000 0 0 0 FOREIGN TAXES 28220 28220 0 0 DEFERRED EXCISE TAXES 79987 0 0 0 UBI TAXES 10000 0 0 0 STATE TAXES 310 0 0 310