2026-03-20T15:08:14-05:00 2025-06-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990 2024-07-01 910613583 ARBORETUM FOUNDATION ARBO 2063254510 2300 ARBORETUM DRIVE E SEATTLE WA 98112 MARIBETH O'CONNOR PRESIDENT 2063254510 2026-03-19 1 1 ERIC L KIMPTON P01970440 2067821767 2024 2025-03-06 01:10:19Z MARIBETH O'CONNOR 2300 ARBORETUM DRIVE E SEATTLE WA 98112 12235440 0 X WWW.ARBORETUMFOUNDATION.ORG X 1937 WA TO PROMOTE, PROTECT, AND ENHANCE THE WASHINGTON PARK ARBORETUM FOR CURRENT AND FUTURE GENERATIONS. 20 20 18 550 1332 0 3465483 5108187 246214 147589 215671 2452993 116195 155641 4043563 7864410 1564928 1004070 0 0 1135906 1262156 0 0 587225 662438 1356239 3363272 3622465 680291 4241945 11699187 14446067 220441 219471 11478746 14226596 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 682709 543095 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, THE EQUIVALENT OF 7 FULL-TIME GARDENER POSITIONS, AND A PLANT PROPAGATOR AS WELL AS IMPORTANT SUPPLIES AND EQUIPMENT. 364861 252808 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. CURRENT YEAR PROJECTS INCLUDE JAPANESE GARDEN ISHIGAKI WALL CONSTRUCTION PLANNING AND PACIFIC PATHWAYS DESIGN, AS WELL AS ONGOING RHODODENDRON GLEN MAINTENANCE. PRIOR YEAR WORK INCLUDES WOODLAND MEADOW PLANNING, JAPANESE GARDEN PAVILION IMPROVEMENTS, AND THE REPLACEMENT OF THE TSUTAKAWA GATES AT THE ENTRANCE TO AZALEA WAY. 188981 188981 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. 1106257 19186 301898 MORE THAN 550 VOLUNTEERS DONATED APPROXIMATELY 14,600 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. 1106257 19186 301898 2342808 1 1 0 1 0 0 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 1 24 0 1 18 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X MARIBETH O'CONNOR 2063254510 2300 ARBORETUM DRIVE E SEATTLE WA 98112 MARIBETH O'CONNOR PRESIDENT 10.00 X X 0 0 0 JEFF LEHMAN TREASURER 6.00 X X 0 0 0 JOSH DICKSON SECRETARY 6.00 X X 0 0 0 PETER REES VICE PRESIDENT 4.00 X X 0 0 0 MIKE RILEY VICE PRESIDENT 4.00 X X 0 0 0 ALISSA RUPP VICE PRESIDENT 4.00 X X 0 0 0 SCOTT LINDSAY VICE PRESIDENT 4.00 X X 0 0 0 JOHN REED VICE PRESIDENT 2.00 X X 0 0 0 THATCHER BAILEY BOARD MEMBER 2.00 X 0 0 0 SHAUN CORRY BOARD MEMBER 2.00 X 0 0 0 JOAQUIN HERNANDEZ BOARD MEMBER 2.00 X 0 0 0 LARRY HUBBELL BOARD MEMBER 2.00 X 0 0 0 BARBARA JACOBSON BOARD MEMBER 2.00 X 0 0 0 VIRGINIA KORYCKI BOARD MEMBER 2.00 X 0 0 0 BILL MCGEE BOARD MEMBER 2.00 X 0 0 0 GLENN PINQUL BOARD MEMBER 2.00 X 0 0 0 LISA VASSER BOARD MEMBER 2.00 X 0 0 0 MISSY WARD BOARD MEMBER 2.00 X 0 0 0 KARA WEAVER BOARD MEMBER 2.00 X 0 0 0 BARBARA WRIGHT BOARD MEMBER 2.00 X 0 0 0 JANE STONECIPHER EXECUTIVE DIRECTOR THROUGH DECEMBER 40.00 X 150784 0 4496 CLARE HAUSMANN ADVANCEMENT DIRECTOR 40.00 X 127170 0 25471 277954 0 29967 2 0 1 0 PACIFICA LAW GROUP DEPOT 701 PO BOX 509017 SEATTLE WA 92150 LEGAL SERVICES FOR OPERATIONS AND MANAGE 242934 HOSHIDE WANZER ARCHITECTS PLLC 100 NE NORTHLAKE WAY SUITE 150 SEATTLE WA 98105 JAPANESE GARDEN NORTH WALL PROJECT 212291 2 115392 343790 4649005 140253 5108187 JAPANESE GARDEN TICKET 900099 147589 147589 147589 482824 482824 6193654 4223485 1970169 1970169 1970169 37046 115392 37046 0 264808 110499 154309 154309 BULLETIN ADVERTISING 541800 1332 1332 1332 7864410 301898 1332 2452993 X 1004070 1004070 103860 51930 25965 25965 899695 408575 183561 307559 25080 11389 5117 8574 120449 54699 24575 41175 113072 51349 23069 38654 192499 80819 71271 40409 242934 242934 28595 28595 48000 48000 48010 48010 417257 350604 39518 27135 8968 3519 2671 2778 160004 45382 65992 48630 107410 7705 76909 22796 634 634 MISCELLANEOUS 48386 6553 34963 6870 PUBLIC RELATIONS 45593 17890 13582 14121 DUES AND MEMBERSHIPS 5390 5390 TAXES AND LICENSES 2559 2559 3622465 2342808 692432 587225 402957 460023 990021 2173935 181020 251870 22827 21094 21343 23157 21513 634 0 20879 10081019 11495109 11699187 14446067 178774 215304 41667 4167 220441 219471 X 5062047 5612570 6416699 8614026 11478746 14226596 11699187 14446067 4241945 -1494095 0 X 0 1 X 1 0 X 2096091 4458158 4238329 3465483 5108187 19366248 20528 20528 20528 20528 20528 102640 2116619 4478686 4258857 3486011 5128715 19468888 9515285 9953603 99387 202344 131703 214429 482824 1130687 20599575 1605392 0.48320 0.53150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48000 48000 3574465 3622465 331123 82781 0 0 291867 295344 318164 331123 1236498 1854747 14000 12000 48000 74000 72967 73836 79541 82781 309125 463688 5080163 461635 235339 5306459 4678628 114661 430969 144095 5080163 4481718 10000 380126 193216 4678628 4038677 1055163 -499722 112400 4481718 3264369 213007 656191 94890 4038677 0.60476 0.28646 0.10878 0 0 21513 634 20879 20879 6354987 -1494095 20728 11954 -1461413 7816400 48010 48010 7864410 3607137 20728 11954 32682 3574455 48010 48010 3622465 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES TO 990, PART VIII, LINE 8B: 11,954. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES TO 990, PART VIII, LINE 8B: 11,954. BOTANICAL BASH 152438 115392 37046 11954 8125 8500 8467 152438 115392 37046 11954 8125 8500 8467 37046 0 1 UNIVERSITY OF WASHINGTON PO BOX 354115 SEATTLE WA 98195 916001537 115 965552 0 CAPITAL PROJECTS, MAINTENANCE, EDUCATION, AND OTHER CITY OF SEATTLE - SEATTLE PARKS AND RECREATION 4209 MARGINAL WAY SEATTLE WA 98106 916001008 115 38518 0 CAPITAL PROJECTS, MAINTENANCE, EDUCATION, AND OTHER 2 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 THROUGH DECEMBER 149867 0 917 0 0 0 4496 0 0 0 155280 0 0 0 CLARE HAUSMANN ADVANCEMENT DIRECTOR 127170 0 0 0 0 0 10094 0 15377 0 152641 0 0 0 X 3 125687 FMV DONATION DATE X AUCTION PRIZES 1 11954 FMV X PLANTS AND SEEDS 2 2612 FMV 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) IS IN NUMBER OF CONTRIBUTIONS. 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 15A 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. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS AND OTHER: PROGRAM SERVICE EXPENSES 117,463. MANAGEMENT AND GENERAL EXPENSES 39,518. FUNDRAISING EXPENSES 27,135. TOTAL EXPENSES 184,116. ARCHITECTUAL SERVICES: PROGRAM SERVICE EXPENSES 212,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,291. HONORARIUM AND ARTIST FEES: PROGRAM SERVICE EXPENSES 20,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,850.