2024-12-20T08:13:27-06:00 2024-06-30 410445819 FIDUCIARY COUNSELLING INC PO BOX 1278 TACOMA WA 984011278 990PF 2023-07-01 916020514 FOREST FOUNDATION FORE 2532728336 P O BOX 1278 TACOMA WA 984011278 GAIL T WEYERHAEUSER PRESIDENT 2532728336 2024-12-17 1 0 STACEY L ARNDT P01073927 2532728336 2024-12-16 2023 2024-10-15 13:58:12Z X 27263980 X X 27341 27341 233660 233660 -113188 39758 0 0 -18549 147813 242452 25000 12500 12500 111680 10553 99627 332996 58528 274468 9242 9056 0 11910 0 11910 490828 90637 398505 963000 963000 1453828 90637 1361505 -1306015 151815 1 1 310114 212167 212167 9400465 7806598 10333749 1050808 1539808 1497030 10775668 11031729 15215033 6000 6000 6000 21543055 20596303 27263980 0 0 X 21543055 20596303 0 0 0 0 21543055 20596303 21543055 20596303 21543055 -1306015 359265 20596305 2 20596303 LONG TERM DISTRIBUTION 16178 16178 16178 PUBLICLY TRADED SECURITIES - BNY 21280 555 20725 20725 PUBLICLY TRADED SECURITIES - BNY 505459 -505459 -505459 INVESTMENT PARTNERSHIPS P 43510 -43510 -43510 INVESTMENT PARTNERSHIPS P 122464 -122464 -122464 WASH SALE ADJUSTMENTS 2282 2282 2282 LOSS ON DISPOSITION OF INVESTMENT P 2345 -2345 -2345 ADJUSTMENTS FROM FORM 8986 228 -228 -228 LITIGATION PROCEEDS 18 18 18 -634803 2110 0 2110 0 2110 20555 0 0 0 20555 0 18445 18445 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 0 FORESTFOUND.ORG FIDUCIARY COUNSELLING INC 2532728336 1145 BROADWAY SUITE 1500 TACOMA WA 98402 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL T WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 PRESIDENT, TREASURER 3.00 25000 0 0 BRIAN F BOYD PO BOX 1278 TACOMA WA 98401 EXECUTIVE DIRECTOR 20.00 0 0 0 WILLIAM T WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 DIRECTOR 1.00 0 0 0 W DREW WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 DIRECTOR 1.00 0 0 0 BENJAMIN D WEYERHAEUSER PO BOX 1278 TACOMA WA 98401 VICE PRESIDENT 1.00 0 0 0 JOHN KEOLKER PO BOX 1278 TACOMA WA 98401 SECRETARY 1.00 0 0 0 NONE 0 GRANTMAKER CONSULTANTS INC 1250 PACIFIC AVENUE SUITE 870 TACOMA WA 98402 GRANTMAKING 274468 FIDUCIARY COUNSELLING INC P O BOX 1278 TACOMA WA 98401 ACCTG, TAX, & INVEST 110329 0 0 12327071 940930 13967211 27235212 0 0 27235212 408528 26826684 1341334 1341334 2110 2110 1339224 0 1339224 0 1339224 1361505 0 1361505 1339224 0 0 606124 273692 231273 1111089 1361505 0 0 0 1339224 22281 0 0 1133370 0 0 0 0 0 0 606124 527246 273692 231273 22281 WILLIAM T WEYERHAEUSER APPLICATIONS SHOULD BE SUBMITTED ON 1250 PACIFIC AVENUE SUITE 870 TACOMA WA 98402 2536271634 GO TO WWW.FORESTFOUND.ORG WEBSITE, CLICK "BEGIN APPLICATION", CLICK "APPLY", AND SUBMIT A "LETTER OF INQUIRY" THROUGH THE ONLINE APPLICATION PROCESS. GO TO WEBSITE, CLICK "GUIDELINES" LINK, THEN CLICK "APPLICATION TIMELINE" LINK SEE ATTACHED "FOREST FOUNDATION MISSION & OTHER FOUNDATION DETAILS" 7TH STREET THEATRE ASSOCIATION PO BOX 777 HOQUIAM WA 98550 NONE PC FRONT FACADE AND ALLEY WALL RESTORATION 10000 A STEP AHEAD IN PIERCE CO 10324 CANYON RD E STE 203 PUYALLUP WA 98373 NONE PC OPERATING - BOOST PROGRAM 5000 AMARA 3501 104TH ST E TACOMA WA 98446 NONE PC OPERATING - PIERCE COUNTY FOSTER CARE PROGRAMS 10000 AMERICAN LEADERSHIP FORUM TACOMAPIERCE COUNTY PO BOX 1914 TACOMA WA 98401 NONE PC GENERAL OPERATING SUPPORT 10000 BETHEL COMMUNITY SERVICES 18020 B ST E SPANAWAY WA 98387 NONE PC GERERAL OPERATING SUPPORT 5000 BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND 3875 SOUTH 66TH STREET SUITE 101 TACOMA WA 98409 NONE PC GENERAL OPERATING SUPPORT 40000 COLLEGE SUCCESS FOUNDATION - TACOMA 3223 N 13TH STREET TACOMA WA 98406 NONE PC GENERAL OPERATING SUPPORT 25000 COMPREHENSIVE LIFE RESOURCES 1305 TACOMA AVENUE SOUTH TACOMA WA 98402 NONE PC INTEGRATED CARE CENTER FOR PIERCE COUNTY 40000 DEGREES OF CHANGE PO BOX 1573 TACOMA WA 98401 NONE PC OPERATING SUPPORT - ACT SIX LOCAL PROGRAM SUPPORT 10000 DIABETES ASSOCIATION OF PIERCE COUNTY PO BOX 110427 TACOMA WA 98411 NONE PC OPERATING SUPPORT - PANTHER DAY CAMP 1500 EATONVILLE AREA COUNCIL PO BOX 1764 EATONVILLE WA 98328 NONE PC GENERAL OPERATING SUPPORT 10000 EDGE FOUNDATION 2017 FAIRVIEW AVE E UNIT I SEATTLE WA 98102 NONE PC OPERATING - EDGE COACHING PROGRAM FOR LOW-INCOME, AT-RISK TACOMA PUBLIC SCHOOL STUDENTS 10000 EMERGENCY FOOD NETWORK 3318 92ND ST SOUTH LAKEWOOD WA 98499 NONE PC BUILDING FOR THE FUTURE CAPITAL CAMPAIGN 25000 EXODUS HOUSING 301 2ND AVE NE SUITE 200 PUYALLUP WA 98372 NONE PC GENERAL OPERATING SUPPORT 10000 FOOTHILLS RAILS-TO-TRAILS COALITION PO BOX 192 PUYALLUP WA 98321 NONE PC BUCKLEY FOOTHILLS TRAILHEAD 20000 FOOTHILLS RAILS-TO-TRAILS COALITION PO BOX 192 PUYALLUP WA 98321 NONE PC GENERAL OPERATING SUPPORT AND CAPACITY BUILDING 5000 FOREVERGREEN TRAILS 243 S 55TH STREET TACOMA WA 98408 NONE PC GENERAL OPERATING SUPPORT 10000 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 NONE PC OPERATING SUPPORT - SCIENCE ON THE SEA PROGRAM 10000 FRIENDS OF LAKEWOLD DBA LAKEWOLD GARDENS P O BOX 39780 LAKEWOOD WA 98496 NONE PC GENERAL OPERATING SUPPORT 10000 GOODWILL OF THE OLYMPICS & RAINIER REGION 714 SOUTH 27TH STREET TACOMA WA 98409 NONE PC OPERATING - POWER UP GOODWILL CENTENNIAL CAMPAIGN 25000 GRAYS HARBOR HISTORICAL SEAPORT AUTHORITY 500 NORTH CUSTER ST PO BOX 2019 ABERDEEN WA 98520 NONE PC LADY WASHINGTON RESTORATION PROJECT PHASE ONE 10000 GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVE SUITE 1100 TACOMA WA 98402 NONE PC OPERATING - OASIS YOUTH CENTER SUPPORT 10000 GREENTRIKE 1501 PACIFIC AVE STE 202 TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 10000 HILLTOP ARTISTS PO BOX 6829 TACOMA WA 98417 NONE PC GENERAL OPERATING SUPPORT 10000 HOMES FIRST 5203 LACEY BLVD SE STE A LACEY WA 98503 NONE PC ROOF REPLACEMENT ON MULTI-UNIT HOME FOR WOMEN IN RECOVERY 15000 MORNINGSIDE PO BOX 7936 OLYMPIA WA 98507 NONE PC AUDIO/VISUAL EQUIPMENT - PIERCE COUNTY 5000 MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 NONE PC OPERATING SUPPORT - RED HOT 15000 MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 70000 MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 NONE PC OPERATING - FUEL THEIR FIRE 10000 NEW PHOEBE HOUSE ASSOCIATION PO BOX 5245 TACOMA WA 98415 NONE PC GENERAL OPERATING SUPPORT 10000 NEXT CHAPTER FOUNDATION PO BOX 8395 TACOMA WA 98419 NONE PC GENERAL OPERATING SUPPORT 5000 NORTHWEST COOPERATIVE DEVELOPMENT CENTER 407 4TH AVE E 201 OLYMPIA WA 98502 NONE PC EVERGREEN MOBILE HOMEOWNERS COOPERATIVE COMMUNITY PARK 8000 NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVE STE 400 SEATTLE WA 98104 NONE PC GENERAL OPERATING SUPPORT 20000 NORTHWEST SINFONIETTA PO BOX 1154 TACOMA WA 98401 NONE PC GENERAL OPERATING SUPPORT 15000 PALMER SCHOLARS PO BOX 7119 TACOMA WA 98417 NONE PC GENERAL OPERATING SUPPORT 25000 PARTNERS FOR PARKS 1401 MARVIN RD NE STE 307 504 LACEY WA 98516 NONE PC THE H-BARN PROJECT AT FORT STEILACOOM PARK 20000 SAFEPLACE PO BOX 2002 OLYMPIA WA 98507 NONE PC INCREASING THE SECURITY OF SAFEPLACE'S DOMESTIC VIOLENCE EMERGENCY SHELTER 3300 SCARLET ROAD PO BOX 378 BREMERTON WA 98337 NONE PC SECURITY AND TECHNOLOGY UPGRADES TO EQUIP SUPPORT SERVICES FOR VICTIMS OF SEX TRAFFICKING 5200 SEATTLE REPERTORY THEATRE 155 MERCER ST PO BOX 900923 SEATTLE WA 98109 NONE PC OPERATING SUPPORT - NEXT NARRATIVE MONOLOGUE COMPETITION: PIERCE COUNTY PROGRAMMING 3000 SOUND OUTREACH 1106 MARTIN LUTHER KING JR WAY TACOMA WA 98405 NONE PC GENERAL OPERATING SUPPORT 10000 ST FRANCIS HOUSE 322 7TH STREET SE PUYALLUP WA 98372 NONE PC RIEBLE HOUSE HEATING AND A/C PROJECT 5000 SYMPHONY TACOMA 901 BROADWAY STE 600 TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 25000 TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 40000 TACOMA ARTS LIVE 1001 YAKIMA STE 1 TACOMA WA 98405 NONE PC GENERAL OPERATING SUPPORT 40000 TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 NONE PC GENERAL OPERATING SUPPORT 18000 TACOMA HOUSING AUTHORITY 902 S L ST TACOMA WA 98405 NONE PC OPERATING - CLIENT SUPPORT AND EMPOWERMENT 10000 TACOMA OPERA 2661 N PEARL ST STE 416 TACOMA WA 98407 NONE PC GENERAL OPERATING SUPPORT 15000 TACOMA PARKS FOUNDATION 4702 S 19TH ST TACOMA WA 98405 NONE PC OPERATING - WHOLE CHILD SAFE ZONES 20000 TACOMA URBAN LEAGUE 2550 S YAKIMA AVENUE SUITE A TACOMA WA 98405 NONE PC OPERATING - POSITIVE PARENTING PROGRAM 5000 TACOMA YOUTH CHORUS 4009 BRIDGEPORT WAY W - SUITE F TACOMA WA 98464 NONE PC GENERAL OPERATING SUPPORT 10000 TACOMA YOUTH SYMPHONY ASSOCIATION 901 BROADWAY SUITE 500 TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 20000 TEAMCHILD 1225 S WELLER ST STE 420 SEATTLE WA 98144 NONE PC TEAMCHILD PIERCE COUNTY LEGAL SERVICES 10000 THE CENTER FOR DIALOG & RESOLUTION 717 TACOMA AVENUE SOUTH TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 10000 THE COFFEE OASIS 837 4TH ST BREMERTON WA 98337 NONE PC TACOMA YOUNG WOMEN'S TRANSITIONAL HOME 10000 THE MOCKINGBIRD SOCIETY 2100 24TH AVE S 240 SEATTLE WA 98144 NONE PC OPERATING - PIERCE COUNTY MOCKINGBIRD YOUTH NETWORK 4000 THE MOCKINGBIRD SOCIETY 2100 24TH AVE S 240 SEATTLE WA 98144 NONE PC OPERATING - PIERCE COUNTY MOCKINGBIRD YOUTH NETWORK 5000 TRINITY LUTHERAN CHURCH 12115 PARK AVENUE SOUTH TACOMA WA 98444 NONE PC TRINITY EARLY LEARNING CENTER CAPITAL CAMPAIGN 20000 TRINITY PRESBYTERIAN CHURCH 1615 6TH AVENUE TACOMA WA 98405 NONE PC GENERAL OPERATING SUPPORT 5000 UNIVERSITY OF WASHINGTON FOUNDATION 1900 COMMERCE STREET BOX 358432 TACOMA WA 98402 NONE PC OPERATING - DIABETES ADOLESCENT AND YOUND ADULT PROGRAM AT UW MEDICINE 100000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE STE 300 SEATTLE WA 98104 NONE PC OPERATING SUPPORT - INCREASING ACCESS AND REMOVING BARRIERS TO THE OUTDOORS IN PIERCE COUNTY 5000 YWCA PIERCE COUNTY 405 BROADWAY TACOMA WA 98402 NONE PC GENERAL OPERATING SUPPORT 15000 963000 A STEP AHEAD IN PIERCE COUNTY 10324 CANYON RD E SUITE 203 PUYALLUP WA 98373 NONE PC OPERATING SUPPORT - BOOST PROGRAM 5000 FOUNDATION FOR TACOMA STUDENTS 919 SOUTH 9TH ST TACOMA WA 98405 NONE PC PIERCE COUNTY PATHWAYS 15000 FRIENDS OF LAKEWOLD DBA LAKEWOLD GARDENS PO BOX 39780 LAKEWOOD WA 98496 NONE PC LAKEWOLD GARDENS CARRIAGE HOUSE REHABILITATION AND ACCESSIBILITY IMPROVEMENTS 25000 GRAND TACOMA CINE CLUB 606 FAWCETT AVE TACOMA WA 98402 NONE PC PURCHASE OF MERLINO ARTS CENTER BUILDING 40000 OLYMPIA FILM SOCIETY 206 5TH AVENUE SE OLYYMPIA WA 98501 NONE PC OLYMPIA FILM SOCIETY'S CAPITOL THEATER EXTERIOR PROJECT - CAPITAL IMPROVEMENT 10000 OLYMPIC PENINSULA YOUNG MENS CHRISTIAN ASSN 610 N 5TH AVE SEQUIM WA 98382 NONE PC YOUTH CAMP AND ADVENTURE PASSENGER VAN 10000 SEATTLE OPERA 363 MERCER STREET SEATTLE WA 98109 NONE PC DER RING DES NIBELUNGEN SUPPORT IN HONOR AND MEMORY OF ANNETTE B. WEYERHAEUSER 100000 TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 NONE PC IMAGINE MORE CAPITAL CAMPAIGN 50000 TACOMA ART MUSEUM 1701 PACIFIC AVENUE TACOMA WA 98402 NONE PC IMAGINE MORE CAPITAL CAMPAIGN 50000 THE COFFEE OASIS 837 4TH ST BREMERTON WA 98337 NONE PC 2022 - KITSAP YOUTH CENTER IMPROVEMENT CAMPAIGN 10000 TURNING POINTE DOMESTIC VIOLENCE SERVICES 210 PACIFIC COURT SHELTON WA 98584 NONE PC RAISE THE ROOF SHELTER CAPITAL PROJECT 10000 325000 14 27341 14 233660 18 -113188 0 147813 0 147813 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX FEES 110329 9202 99627 TAX PREPARATION FEES (CBIZ) 1351 1351 0 BNY MELLON - FIXED INCOME SECURITIES 1539808 1497030 BNY MELLON - SECURITIES (EQUITY) 7790308 10317808 BNY MELLON - PREFERRED SECURITIES 16290 15941 CTCAI FDN AT COST 5464590 7376342 BNY MELLON - OTHER PARTNERSHIPS (PRIVATE EQUITY) AT COST 3859606 5462267 BNY MELLON - AIP AND GAP PARTNERSHIPS AT COST 467107 897504 BNY MELLON - CASH EQUIVALENTS AT COST 555679 555702 BNY MELLON - REAL ESTATE AT COST 684747 923218 ANTOINE PIERINI GLASS ARTWORK 6000 6000 6000 ROUNDING 2 MEMB. FEE - PHILANTHROPY NW 4500 0 4500 STATE FILING FEES 120 0 120 GRANTMAKING SOFTWARE LICENSE 4093 0 4093 INSURANCE PREMIUMS 3197 0 3197 INVESTMENT PARTNERSHIPS -18886 INVESTMENTS FROM FORM 8986 337 BOOK BASIS ADJUSTMENT 359265 GRANTMAKER CONSULTANTS, INC. 274468 0 274468 INVESTMENT ADVISOR FEES 58528 58528 0 AUDIT FEES 0 0 0 FEDERAL EXCISE TAX 186 0 0 FOREIGN TAXES 8920 8920 0 STATE TAX (CA) 136 136 0