2025-02-26T14:12:32-06:00 2024-06-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2023-07-01 910613583 ARBORETUM FOUNDATION ARBO 2063254510 2300 ARBORETUM DRIVE E SEATTLE WA 98112 MARIBETH O'CONNOR PRESIDENT 2063254510 2025-02-14 1 1 ERIC L KIMPTON P01970440 2067821767 2023 2025-03-06 01:10:19Z MARIBETH O'CONNOR 2300 ARBORETUM DRIVE E SEATTLE WA 98112 8820731 0 X WWW.ARBORETUMFOUNDATION.ORG X 1937 WA TO PROMOTE, PROTECT, AND ENHANCE THE WASHINGTON PARK ARBORETUM FOR CURRENT AND FUTURE GENERATIONS. 19 19 16 550 1344 0 4238329 3465483 183295 246214 178774 215671 185048 116195 4785446 4043563 1479510 1564928 0 0 919682 1135906 0 0 492139 507694 662438 2906886 3363272 1878560 680291 10433351 11699187 256676 220441 10176675 11478746 X THE ARBORETUM FOUNDATION PROMOTES, PROTECTS, AND ENHANCES THE WASHINGTON PARK ARBORETUM FOR CURRENT AND FUTURE GENERATIONS BY STRENGTHENING AND BUILDING A DIVERSE AND ENGAGED COMMUNITY OF DONORS, VOLUNTEERS, AND ADVOCATES. 0 0 1479644 976107 THE FOUNDATION PROVIDES ANNUAL FUNDING TO THE UNIVERSITY OF WASHINGTON BOTANIC GARDENS TO SUPPORT ONGOING HORTICULTURAL CARE AND MAINTENANCE TO THE WASHINGTON PARK ARBORETUM. THIS YEAR'S FUNDING PROVIDED FOR 2 FULL-TIME ARBORISTS AND THE EQUIVALENT OF 5 FULL-TIME GARDENER POSITIONS AS WELL AS IMPORTANT SUPPLIES AND EQUIPMENT. 333168 333168 CAPITAL PROJECTS: THE FOUNDATION EXPENDS FUNDS IN SUPPORT OF THE ARBORETUM'S MASTER PLAN, EITHER THROUGH GRANTING FUNDS TO PARTNERS AT THE UNIVERSITY OF WASHINGTON BOTANIC GARDENS AND THE CITY OF SEATTLE, OR DIRECTLY TO OUTSIDE VENDORS. PROJECTS INCLUDED THE MULTI-YEAR RENOVATION OF RHODODENDRON GLEN, PLANNING FOR WOODLAND MEADOW AND JAPANESE GARDEN PAVILION IMPROVEMENTS, AND THE REPLACEMENT OF THE TSUTAKAWA GATES AT THE ENTRANCE TO AZALEA WAY 496972 216222 EDUCATION: AS PART OF THE FOUNDATION'S MISSION TO STEWARD THE ARBORETUM FOR FUTURE GENERATIONS, IT PROVIDES VOLUNTEER OPPORTUNITIES, EDUCATIONAL MATERIALS AND FUNDS FOR THE K-12 PROGRAMS RUN BY PARTNERS AT THE UNIVERSITY OF WASHINGTON BOTANIC GARDENS. PROGRAMS INCLUDE AN OUTDOOR PRESCHOOL, SUMMER CAMPS, SCHOOL FIELD TRIPS AND TWO DIFFERENT HIGH SCHOOL INTERN PROGRAMS. FUNDS RAISED HELP KEEP PRICES LOW, WITH SCHOLARSHIPS AVAILABLE FOR ALL PROGRAMS. 119559 39431 361065 MORE THAN 550 VOLUNTEERS DONATED APPROXIMATELY 7300 HOURS FOR THE BENEFIT OF THE ARBORETUM DURING THIS FISCAL YEAR. THE FOUNDATION HIRES STAFF TO COORDINATE THE VOLUNTEER GARDEN STEWARDS WHO CARE FOR THE GROUNDS, FOCUSED ON THE PACIFIC CONNECTIONS GARDENS AND AZALEA WAY. FOUNDATION STAFF ALSO OVERSEE THE VOLUNTEER RUN PLANT DONATIONS NURSERY AND GREENHOUSE WHICH HAVE PROGRAMS TO PROVIDE EDUCATION AND PLANTS TO THE PUBLIC. FOUNDATION STAFF ALSO COORDINATE A FULL SLATE OF PROGRAMMING AT THE JAPANESE GARDEN, INCLUDING ARTS-FOCUSED FREE FIRST THURSDAYS AND PROGRAMS FOR CHILDREN ON FAMILY SATURDAYS. 119559 39431 361065 2429343 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 16 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X MARIBETH O'CONNOR 2063254510 2300 ARBORETUM DRIVE E SEATTLE WA 98112 JANE STONECIPHER EXECUTIVE DIRECTOR 40.00 X 156310 0 4758 CLARE HAUSMANN ADVANCEMENT DIRECTOR 40.00 X 123000 0 24283 BRITTANY BOLSTAD FINANCE DIRECTOR (RESIGNED) 8.00 X 12768 0 0 PETER REES PRESIDENT 6.00 X X 0 0 0 MARIBETH O'CONNOR VICE PRESIDENT 4.00 X X 0 0 0 STEVE ALLEY VICE PRESIDENT 2.00 X X 0 0 0 SCOTT LINDSAY VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER WYATT VICE PRESIDENT (RESIGNED) 4.00 X X 0 0 0 JEFF LEHMAN TREASURER 4.00 X X 0 0 0 JOSH DICKSON SECRETARY 2.00 X X 0 0 0 CONNOR BARCLAY BOARD MEMBER 2.00 X 0 0 0 SANJAY KUMAR BOARD MEMBER 2.00 X 0 0 0 MISSY WARD BOARD MEMBER 2.00 X 0 0 0 MIKE RILEY BOARD MEMBER 2.00 X 0 0 0 LARRY HUBBELL BOARD MEMBER 2.00 X 0 0 0 KARA WEAVER BOARD MEMBER 2.00 X 0 0 0 JOHN REED BOARD MEMBER 2.00 X 0 0 0 YUKA SHIMIZU BOARD MEMBER 2.00 X 0 0 0 SHAUN CORRY BOARD MEMBER 2.00 X 0 0 0 BEVERLY SONG BOARD MEMBER 2.00 X 0 0 0 ALISSA RUPP BOARD MEMBER 2.00 X 0 0 0 BILL MCGEE BOARD MEMBER 2.00 X 0 0 0 JOANNA THIAGARAJAN BOARD MEMBER 2.00 X 0 0 0 TYLER MORIGUCHI BOARD MEMBER (RESIGNED) 2.00 X 0 0 0 NORIKO PALMER BOARD MEMBER (RESIGNED) 2.00 X 0 0 0 LISA YOUNGBLOOD HALL BOARD MEMBER (RESIGNED) 2.00 X 0 0 0 292078 0 29041 2 0 1 0 HOSHIDE WANZER ARCHITECTS PLLC 100 NE NORTHLAKE WAY SUITE 150 SEATTLE WA 98105 JAPANESE GARDEN NORTH WALL PROJECT 111370 1 132143 363963 2969377 3465483 JAPANESE GARDEN TICKET 900099 246214 246214 246214 214429 214429 4631527 4630285 1242 1242 1242 54180 363963 54180 0 207554 92703 114851 114851 BULLETIN ADVERTISING 541800 1344 1344 1344 4043563 361065 1344 215671 1564928 1564928 176146 81689 53613 40844 782564 434792 96896 250876 14562 8033 1834 4695 84327 45445 13200 25682 78307 42201 12257 23849 60754 60754 27289 27289 12000 12000 52722 52722 194658 78542 100456 15660 46350 33643 1723 10984 51780 30216 4488 17076 10209 6523 3686 8477 8477 EVENT MEALS, ENTERTAINM 111431 37557 73874 MISCELLANEOUS 45960 24473 2866 18621 BULLETIN 29998 26998 3000 SUPPLIES 10810 5826 1692 3292 3363272 2429343 441790 492139 253952 402957 2197959 990021 119521 181020 20778 22827 29087 21343 7812054 10081019 10433351 11699187 96605 178774 136666 23405 41667 256676 220441 X 4975075 5062047 5201600 6416699 10176675 11478746 10433351 11699187 680291 621780 0 X 0 1 X 1 0 X 1080063 2096091 4458158 4238329 3465483 15338124 20528 20528 20528 20528 20528 102640 1100591 2116619 4478686 4258857 3486011 15440764 6793325 8647439 180572 99387 202344 131703 214429 828435 16269199 1399956 0.53150 0.56240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12000 12000 3351272 3363272 318164 79541 0 0 244298 291867 295344 318164 1149673 1724510 14000 12000 26000 61075 72967 73836 79541 287419 431129 4678628 114661 430969 144095 5080163 4481718 10000 380126 193216 4678628 4038677 1055163 -499722 112400 4481718 3264369 213007 656191 94890 4038677 2742900 526085 74533 79149 3264369 0.58280 0.30320 0.11400 0 0 0 4642484 621780 29863 651643 3990841 52722 52722 4043563 3340413 29863 29863 3310550 52722 52722 3363272 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION TO OPERATING FUNDS EACH YEAR NO LESS THAN 3% NOR MORE THAN 4% OF THE AVERAGE OF THE PREVIOUS FOUR CALENDAR YEAR-END ENDOWMENT FUND BALANCES. THIS OBJECTIVE ALLOWS THE FUND TO GROW THROUGH GAINS ON INVESTMENTS OVER A PERIOD OF TIME WHILE DISTRIBUTIONS WOULD BE BASED ON EARNINGS LESS MANAGEMENT EXPENSES. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN OR INCREASE THE PURCHASING POWER OF THE ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. LOVE IN BLOOM 418143 363963 54180 29857 42 24281 418143 363963 54180 29857 42 24281 54180 0 1 UNIVERSITY OF WASHINGTON PO BOX 354115 SEATTLE WA 98195 916001537 GOV. 1564928 0 CAPITAL PROJECTS, MAINTENANCE, EDUCATION, AND OTHER 1 0 PART I, LINE 2: FUNDS ARE GRANTED TO THE CITY OF SEATTLE (PARKS AND RECREATION DEPARTMENT) AND THE UNIVERSITY OF WASHINGTON (BOTANIC GARDENS) FOR DEDICATED USE IN THE ARBORETUM AND THE SEATTLE JAPANESE GARDEN. WE RECEIVE REGULAR REPORTS ON THE USE OF THE FUNDS THAT WE GRANT. X 0 0 0 0 0 0 0 0 0 JANE STONECIPHER EXECUTIVE DIRECTOR 156310 0 0 0 0 0 4758 0 0 0 161068 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO THE PUBLIC ON AN ANNUAL BASIS AND MEMBERS RECEIVE VARIOUS DISCOUNTS. FORM 990, PART VI, SECTION A, LINE 7A DUES-PAYING MEMBERS VOTE TO ELECT THE BOARD OF DIRECTORS. THERE ARE NO CLASSES OF MEMBERSHIP FOR VOTING PURPOSES. FORM 990, PART VI, SECTION B, LINE 11B A PUBLIC DISCLOSURE COPY OF FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ARBORETUM FOUNDATION ASKS THE BOARD ANNUALLY TO FILE CONFLICT OF INTEREST FORMS AND TO NOTIFY THE ORGANIZATION OF CONFLICTS. IF ANY CONFLICTS OF INTEREST ARE NOTED, ADDITIONAL STEPS ARE TAKEN TO MITIGATE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS EVALUATED PERIODICALLY, EITHER BY THE BOARD OR AN OUTSIDE CONSULTANT. COMPENSATION IS BASED ON INDUSTRY NORMS IN CONJUNCTION WITH EVALUATIONS AND THE PROCESS IS DOCUMENTED. FOR THE FINANCE DIRECTOR, PERIODIC EVALUATIONS AND COMPARABILITY DATA ARE UTILIZED TO DETERMINE SALARY INCREASES AND TO ENSURE COMPENSATION IS WITHIN INDUSTRY NORMS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, OTHER INFORMATION: IN ORDER TO ACCOMPLISH THE FOUNDATION'S MISSION OF PRESERVING AND DEVELOPING THE WASHINGTON PARK ARBORETUM, A SIGNIFICANT AMOUNT OF TIME, EFFORT AND MONEY IS SPENT RAISING FUNDS AND ADVOCATING FOR PUBLIC FUNDS. DEPENDING ON THE SOURCES AND USES OF FUNDS RAISED, THERE ARE INSTANCES WHERE THE FOUNDATION EXPENDS RESOURCES TO GENERATE FUNDS THAT FLOW TO OUR PARTNERS AT THE CITY OF SEATTLE OR UNIVERSITY OF WASHINGTON. THE MOST RECENT EXAMPLE RELATES TO $22M IN MITIGATION FUNDS RECEIVED FROM THE WA STATE DEPARTMENT OF TRANSPORTATION'S SR 520 BRIDGE PROJECT DUE TO IMPACTS ON THE ARBORETUM'S WETLANDS. THESE FUNDS ARE BEING HELD BY THE CITY OF SEATTLE FOR IMPROVEMENTS TO THE ARBORETUM'S NORTH ENTRY WHEN BRIDGE CONSTRUCTION CONCLUDES. THE FOUNDATION PROVIDED FINANCIAL AND STRATEGIC SUPPORT TO ENSURE THAT THE MITIGATION PAYMENT WAS FAIRLY VALUED AND PAID IN A TIMELY MANNER- THIS WILL PROVIDE SIGNIFICANT BENEFIT TO THE ARBORETUM IN FUTURE YEARS.