2024-11-15T15:06:19-06:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-01-01 943041320 THE FRIENDS OF LAKEWOLD FRIE 2535844106 PO BOX 39780 LAKEWOOD WA 984963780 JUSTIN HENDERSON EXECUTIVE DIRECTOR 2536862252 2024-11-15 1 0 MEGAN R RYAN P00737884 4254544919 2024-11-15 2023 2024-10-15 13:58:12Z JUSTIN HENDERSON PO BOX 39780 LAKEWOOD WA 984963780 1302620 0 X WWW.LAKEWOLDGARDENS.ORG X CORPORATION EXEMPT UNDER IRC SECTION 1986 WA LAKEWOLD GARDENS STRIVES TO PROVIDE EQUITABLE ACCESS TO PROVIDES INTENTIONAL ENCOUNTERS WITH THE LIFE-CHANGING POWER OF NATURE, FOSTERING PEACE, CREATIVITY, AND HEALING IN OUR COMMUNITIES. 13 13 17 113 8841 0 1426709 1023895 61117 94103 1014 81039 -5217 -42601 1483623 1156436 0 0 0 0 663623 690510 29450 4020 159108 541284 568276 1234357 1262806 249266 -106370 2449915 2388112 247617 292184 2202298 2095928 X A WORLD WHERE PEOPLE FLOURISH IN HARMONY WITH NATURE. THE ORGANIZATION'S CORE VALUES INCLUDE EDUCATION AND ENVIRONMENTAL. AWARENESS: IN SERVING AS A RESOURCE FOR THE EDUCATIONAL AND ENVIRONMENTAL INTERESTS OF THE COMMUNITY, LAKEWOLD WILL ENSURE VISITORS, VOLUNTEERS, AND STAFF A CULTURE OF LEARNING WITHIN AN ECOLOGICALLY SOUND ENVIRONMENT. SPECIFIC PROGRAMMING DEVELOPED WITH THE CLOVER PARK SCHOOL DISTRICT FOCUSES ON CLIMATE CHANGE AS SEEN THROUGH A LOCALLY FOCUSED LENS FROM WITHIN THE GARDENS. PRESERVATION: AS A HISTORICALLY RECOGNIZED GARDEN ESTATE, LAKEWOLD WILL PRESERVE THE LEGACY FEATURES TO INCLUDE THE WORK OF CORYDON AND EULALIE WAGNER, THOMAS CHURCH, AND THE H.F. ALEXANDER FAMILY. COMMUNITY COMMITMENT: AS A COMMUNITY PARTNER, LAKEWOLD WILL CULTIVATE AND STRENGTHEN RELATIONSHIPS FOR THE GREATER GOOD AND ENHANCEMENT OF THE PUGET SOUND REGION. LAKEWOLD STRIVES TO PROVIDE A MULTI-USE SPACE FOR THE SURROUNDING PIERCE COUNTY AND BEYOND. 0 0 918590 94103 THE ORGANIZATION SERVES THE PUBLIC WITH A VARIED AND EXPANDING OFFER OF ARTS PROGRAMMING, TOURS, RENTALS, EVENTS, FESTIVALS, AND EDUCATIONAL ACTIVITIES. OVER 11,000 PEOPLE ANNUALLY EXPERIENCE THE ORGANIZATION'S GROUNDS AND OFFERINGS THROUGH THE 10-ACRE HISTORIC GARDEN ESTATE. THE ORGANIZATION'S DEEP DISCOVERY YOUTH PROGRAM AND ADULT HORTICULTURE PROGRAMS SERVE AN ADDITIONAL 1,200 PEOPLE. DEEP DISCOVERY IS SUPPORTED BY THE RUSSELL FAMILY FOUNDATION AND ALLOWS STUDENTS IN THE CLOVER PARK SCHOOL DISTRICT TO EXPERIENCE FIELD TRIPS AND AN EDUCATIONAL EXPERIENCE AT LAKEWOLD GARDENS. THE PROGRAM HAS BEEN IMPLEMENTED INTO THE SCIENCE CURRICULUM OF THE CLOVER PARK SCHOOL DISTRICT. 918590 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 36 0 17 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JUSTIN HENDERSON 2536862252 PO BOX 39780 LAKEWOOD WA 984963780 DWIGHT S WILLIAMS PRESIDENT 10.00 0.00 X X 0 0 0 GWEN GILL TREASURER 10.00 0.00 X X 0 0 0 PHYLLIS GRIGGS SECRETARY 2.00 0.00 X X 0 0 0 TREVOR KOVICH BOARD MEMBER 2.00 0.00 X 0 0 0 CHARLES HYDE III BOARD MEMBER 2.00 0.00 X 0 0 0 LORI SCHARMACH BOARD MEMBER 4.00 0.00 X 0 0 0 GAYLE HAMPTON-SMITH BOARD MEMBER 2.00 0.00 X 0 0 0 MICKEY PORTNOY BOARD MEMBER 2.00 0.00 X 0 0 0 LISA HOFFMAN BOARD MEMBER 2.00 0.00 X 0 0 0 RHENE JOHNS BOARD MEMBER 2.00 0.00 X 0 0 0 PHIL ENG BOARD MEMBER 2.00 0.00 X 0 0 0 CARLA PELSTER BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN PITTMAN BOARD MEMBER 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 87909 0 9297 87909 0 9297 0 0 0 0 0 10637 144286 152635 190826 525511 28141 1023895 GARDEN ADMISSIONS 713990 94103 94103 94103 81039 81039 38978 58294 -19316 -19316 -1358 -17958 25670 144286 67454 -41784 -41784 30635 20436 10199 10199 EVENT ART SALES 900099 5300 5300 SPONSORSHIP 900099 3000 3000 8300 1156436 94103 8841 29597 99259 29778 19851 49630 488226 386759 56346 45121 39425 34177 3455 1793 63600 47344 7349 8907 18858 17838 1020 31541 31541 4020 4020 97187 97187 88541 62012 1265 25264 63278 33161 14707 15410 38017 24089 5985 7943 48436 48436 9254 9028 226 21659 20710 949 39054 19527 19527 REPAIRS & MAINTENANCE 63280 63280 PROGRAM SUPPLIES 43102 43102 6069 6069 1262806 918590 185108 159108 257765 145440 247215 251858 8900 34493 39169 31718 14735 11556 3128523 1215476 1882131 1913047 2449915 2388112 92849 142333 4868 5875 149900 143976 247617 292184 X 1974393 1836538 227905 259390 2202298 2095928 2449915 2388112 -106370 0 X 0 1 X 1 0 X 605191 798866 960291 1426709 1023895 4814952 605191 798866 960291 1426709 1023895 4814952 437670 4377282 37001 2657 38704 63863 117507 259732 7447 7447 1693 8150 8300 18143 5100274 372754 0.85820 0.91940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 1,693. EVENT ART SALES - 2022 AMOUNT: $ 8,150. 2023 AMOUNT: $ 5,300. SPONSORSHIPS - 2023 AMOUNT: $ 3,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X INTERPRETATIVE AND HISTORICAL 0 1145000 1145000 887305 594518 292787 348224 296077 52147 747994 324881 423113 1913047 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 $2,391,542. WA SUMMER GARDEN PARTY 169956 144286 25670 26250 16749 7070 17385 169956 144286 25670 26250 16749 7070 17385 67454 -41784 X AUCTION ITEMS 11 26250 FAIR MARKET VALUE X FOOD/WINES/GIFTS 10 1891 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: LAKEWOLD MAINTAINS A REGISTRY OF ALL VOLUNTEERS. VOLUNTEERS ARE REQUIRED TO LOG IN AND OUT WHILE VOLUNTEERING. VOLUNTEERS WORK IN HORTICULTURE, ADMINISTRATION, RETAIL SHOP, ART & MUSIC, VETERAN PROGRAM AND ON COMMITTEES. 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 THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY AS PART OF THE ANNUAL BUDGETING PROCESS. SALARY INCREASES, IF ANY, ARE BASED PRIMARILY ON MERIT AND JOB PERFORMANCE AS INDICATED IN THE ANNUAL EVALUATION BUT ARE ALSO SUBJECT TO COMPARISONS BETWEEN SIMILAR TYPES OF POSITIONS, REGIONAL/NATIONAL EMPLOYMENT TRENDS, AND LAKEWOLD GARDENS' FINANCIAL POSITION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. 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