2025-10-13T10:56:27-05:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990PF 2024-01-01 954861421 BROAD REACH FOUNDATION BROA 2064848855 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 PETER RICHARDS TREASURER 2064848855 2025-10-13 1 0 SARAH B HUANG P00745974 4254544919 2025-10-10 2024 2025-03-06 01:10:19Z X 263494120 X 50124780 4476850 4504135 13963475 108295280 33903436 68565105 38407571 0 311537 0 0 311537 569199 0 0 536643 278519 0 0 278519 14458 0 0 8932 63232 31966 0 30364 1653525 1071280 0 457477 519211 261430 0 0 66346 0 0 66346 258 0 0 258 30438 624 0 29814 3506723 1365300 0 1719890 31450000 31450000 34956723 1365300 0 33169890 33608382 37042271 0 10685 336284 336284 18519437 44157559 44157559 150549 188638 150549 150549 11684 11684 202510459 218838044 218838044 221229219 263494120 263494120 275301 145560 1002812 1240554 1278113 1386114 X 219951106 262108006 219951106 262108006 221229219 263494120 219951106 33608382 8786260 262345748 237742 262108006 PUBLICLY TRADED SECURITIES 2021-01-01 2024-12-31 108295280 74391844 33903436 33903436 33903436 0 514888 0 514888 0 514888 472834 0 200000 0 672834 X 0 157946 157946 0 0 0 0 0 0 0 0 0 0 0 1 1 WA CA ME MA VT NY 1 0 0 0 1 1 N/A ERIN KAHN 6176222337 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROL RICHARDS 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 PRESIDENT 10.00 0 0 0 PETER RICHARDS 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 TREASURER 6.00 0 0 0 ADAM RICHARDS 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 SECRETARY 3.00 0 0 0 ERIN H KAHN 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 EXECUTIVE DIRECTOR 40.00 311537 35814 0 ANDREA J PERRY 230 CONGRESS STREET 12TH FLOOR BOSTON WA 02110 PROGRAM DIRECTOR 40.00 164257 40342 0 ELIZABETH V HANDS 230 CONGRESS STREET 12TH FLOOR BOSTON WA 02110 SENIOR PROGRAM OFFIC 40.00 141789 36053 0 BENJAMIN B PESNER 230 CONGRESS STREET 12TH FLOOR BOSTON WA 02110 PROGRAM DIRECTOR 24.00 83515 26359 0 JEFFREY B WISE 230 CONGRESS STREET 12TH FLOOR BOSTON WA 02110 PROGRAM OFFICER 24.00 83515 24220 0 0 CAPITAL GROUP 11100 SANTA MONICA BLVD LOS ANGELES CA 90025 INVESTMENT ADVISOR 812912 MEGHAN JEANS 18 BRIGHTMAN AVENUE TIVERTON RI 02878 PROGRAM AND GRANTMAKING ADVISOR 113559 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 02110 HR AND ACCOUNTING SERVICES 100175 REBECCA WILSON 59 DEAKE STREET SOUTH PORTLAND ME 04106 GRANTS ADMINISTRATION 55574 0 0 211821742 24222574 150549 236194865 0 0 236194865 3542923 232651942 11632597 11632597 514888 514888 11117709 0 11117709 0 11117709 33169890 0 33169890 11117709 0 0 2145197 493465 12931305 9633691 263256 25466914 33169890 0 0 0 11117709 22052181 0 0 47519095 0 0 0 0 0 47519095 0 0 CAROL RICHARDS X FIDELITY CHARITABLE 245 SUMMER STREET MX NM4A BOSTON MA 02210 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 2500000 FIDELITY CHARITABLE 245 SUMMER STREET MX NM4A BOSTON MA 02210 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 500000 FIDELITY CHARITABLE 245 SUMMER STREET MX NM4A BOSTON MA 02210 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 300000 MAINE COMMUNITY FOUNDATION 245 MAIN STREET ELLSWORTH ME 04605 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 100000 MAINE COMMUNITY FOUNDATION 245 MAIN STREET ELLSWORTH ME 04605 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 7600000 MAINE COMMUNITY FOUNDATION 245 MAIN STREET ELLSWORTH ME 04605 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 950000 MAINE COMMUNITY FOUNDATION 245 MAIN STREET ELLSWORTH ME 04605 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 6500000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 2200000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 250000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 2000000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 750000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 1700000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 1700000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 800000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 600000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 2000000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 250000 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC TO SUPPORT NONPROFIT ORGANIZATIONS WORKING TO PROMOTE HEALTHY ECOSYSTEMS, COEXISTENCE, COMMUNITY RESILIENCE AND HUMAN WELL-BEING. 750000 31450000 0 14 4476850 18 13963475 0 18440325 0 18440325 0 0 0 0 0 0 0 0 0 0 X X 1 CAROL RICHARDS 230 CONGRESS STREET 12TH FLOOR BOSTON MA 02110 50124780 X X 1 PUBLICLY TRADED STOCKS 49340684 2024-06-28 ACCOUNTING FEES 63232 31966 0 30364 CONDUIT FOUNDATION ELECTION FORM 990-PF, PART XII, LINE 7 STATEMENT REGARDING STATUS AS A CONDUIT PRIVATE FOUNDATION TREASURY REGULATION 53.4942(A)-3(C)(2)(IV) ELECTIONATTACHMENT TO FORM 990-PF, PART XII UNDISTRIBUTED INCOMEBROAD REACH FOUNDATION (THE FOUNDATION) HAD NO REMAINING UNDISTRIBUTED INCOME FOR THE CURRENT TAX YEAR (2024) OR PRIOR TAX YEAR (2023) AS REQUIRED BY TREASURY REGULATION 53.4942-3(C)(2)(I).THE FOLLOWING AMOUNT REPRESENTS THE CONTRIBUTIONS MADE TO THE FOUNDATION DURING 2024 AND THE SUBSEQUENT OUT OF CORPUS ELECTION TO DISTRIBUTE AN AMOUNT EQUAL TO ALL CONTRIBUTIONS IN SATISFACTION OF THE REQUIREMENTS OF TREASURY REGULATION 53.4942(A)-3(C)(2) ALLOWING THE FOUNDATION TO QUALIFY AS A CONDUIT FOUNDATION FOR THE 2024 TAX YEAR.CONTRIBUTIONS RECEIVED IN 2024: $50,124,780 (PART I, LINE 1)AMOUNT DISTRIBUTED BY 12/31/2024: ($47,519,095) (DETAIL BELOW)REMAINING AMOUNT TO BE DISTRIBUTED: $2,605,685 (DISTRIBUTED BY MARCH 15, 2025)ON OR BEFORE MARCH 15, 2025, THE FOUNDATION DISTRIBUTED THE REMAINING $2,605,685 TO SATISFY TREASURY REG. 170A-9(H).PART XII, LINE 7 - AMOUNTS TREATED AS DISTRIBUTIONS OUT OF CORPUS TO SATISFY REQUIREMENTS IMPOSED BY IRC SECTION 170(B)(1)(F)(II).ELECTION TO TREAT UNUSED QUALIFYING DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONPURSUANT TO TREASURY REGULATION 53.4942(A)-3(C)(2)(IV), THE FOUNDATION ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR DISTRIBUTIONS. THESE AMOUNTS HAVE NOT BEEN USED FOR ANY OTHER PURPOSE UNDER TREASURY REGULATION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR:TAX YEAR AMOUNT2019 - $2,145,1972020 - $493,4652021 - $12,931,3052022 - $9,633,6912023 - $263,2562024 - $22,052,181TOTAL - $47,519,095THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II) AND 4942(H) IN THAT THE REQUIRED QUALIFYING DISTRIBUTIONS OUT OF CORPUS WERE MADE WITHIN 2 MONTHS AND 15 DAYS FOLLOWING THE CLOSE OF THE 2024 TAX YEAR IN AN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED DURING THE 2024 TAX YEAR AND THERE IS NO REMAINING UNDISTRIBUTED INCOME FOR THE 2023 AND 2024 TAX YEARS. THEREFORE, THE FOUNDATION QUALIFIES AS A CONDUIT PRIVATE FOUNDATION AND THE 50% CHARITABLE CONTRIBUTION TAX BASE APPLIES TO UNDER IRC 170(B)(1)(A). DATED: __________________ SIGNED: ___________________________________PETER RICHARDS, TREASURER LWC- CORPORATE STOCK 39470349 39470349 PERSHING- CORPORATE STOCK 179367695 179367695 LEGAL FEES 14458 0 0 8932 CHANGE IN DEFERRED TAX LIABILITY 237742 POSTAGE 1127 0 0 1127 DUES & SUBSCRIPTION 6667 0 0 6667 INSURANCE 1455 0 0 1455 TELEPHONE & INTERNET 5140 0 0 5140 SUPPLIES 7720 0 0 7720 OFFICE EXPENSES 3189 0 0 3189 MISCELLANEOUS 5140 624 0 4516 UNREALIZED GAIN/LOSS 8786260 DEFERRED TAX LIABILITY 1002812 1240554 INVESTMENT MANAGEMENT 1190523 1071280 0 0 OTHER PROFESSIONAL SERVICES 207356 0 0 202631 PROGRAM CONSULTANTS 255646 0 0 254846 EXCISE TAXES 519211 0 0 0 FOREIGN TAXES 0 261430 0 0