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The Russell Family Foundation is a private corporation based in GIG HARBOR, WA. The foundation received its IRS ruling in 1995. The principal officer is Kathleen Simpson. It holds total assets of $76.6M. Annual income is reported at $29.3M. Total assets have decreased from $137.3M in 2010 to $76.6M in 2024. The foundation is governed by 8 officers and trustees. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Washington. According to available records, The Russell Family Foundation has made 865 grants totaling $15.1M, with a median grant of $6K. Annual giving has decreased from $6.4M in 2020 to $1.2M in 2023. Individual grants have ranged from N/A to $1M, with an average award of $18K. The foundation has supported 320 unique organizations. The foundation primarily supports organizations in Washington, New York, District of Columbia, which account for 86% of all grants. Grantmaking reaches organizations across 21 states. Contributions to this foundation are tax-deductible.
The Russell Family Foundation (TRFF), established in 1999 and headquartered in Gig Harbor, Washington, operates as a deeply relationship-driven funder committed to environmental sustainability, climate equity, and grassroots leadership development across the Pacific Northwest. Founded by Jane and George Russell following the sale of Frank Russell Company to Northwestern Mutual Life, the foundation has distributed more than $152 million in grants since inception and now holds approximately $76.6 million in assets under CEO Kathleen Simpson, who took the helm in 2019.
TRFF's giving philosophy is fundamentally invitation-based for its two largest grant programs. Environmental Education — which has awarded 662 grants totaling $19.6 million — and Food for Climate Solutions both require organizations to be proactively identified by program staff before an application is submitted. The Catalytic Climate Finance portfolio operates as an impact investment vehicle rather than a traditional grant program. For most grant seekers, the pathway into TRFF is relationship-first: demonstrating field alignment, appearing at convenings supported by TRFF, partnering with current grantees such as Greater Tacoma Community Foundation or Pacific Education Institute, and gradually becoming visible to program officers.
The one meaningful exception is Jane's Fellowship Program, a 12-month cohort-based leadership development program exclusively for Pierce County residents age 24 and older. This program runs a public application process opening annually in summer or early fall through the GrantInterface online portal. Fellows receive an $8,500 stipend, access to community project grant funding, and intensive leadership training — making it the primary direct-access point for Pierce County community leaders and a proven ladder into the broader TRFF ecosystem.
For organizations invited into the grant process, the application sequence begins with a Letter of Inquiry submitted through the GrantInterface portal. Selected organizations then advance to a full proposal stage and may be invited to site visits or meetings. TRFF values unrestricted general operating support, preferring grants that allow organizations to direct funds toward their highest-leverage needs. It rarely funds 100% of a project budget and expects applicants to demonstrate co-funding from other sources.
First-time applicants should internalize TRFF's dual mandate: environmental impact and equity. Every program explicitly prioritizes organizations serving historically excluded communities. Proposals that address environmental work without a meaningful equity lens — or community development without a climate connection — are unlikely to advance. TRFF's 2021 strategic shift, which sunset its older watershed and general philanthropic programs in favor of a focused climate-action portfolio, signals a funder deliberately narrowing rather than broadening its aperture. Organizations that understand this evolution and speak to it directly are far better positioned than those still pitching legacy Puget Sound conservation framing.
TRFF's financial trajectory tells a story of intentional drawdown and program concentration. Assets peaked at approximately $163 million in FY2020 and have declined steadily to $76.6 million as of FY2024, reflecting both investment market conditions and the Board's deliberate commitment to a 10% average annual spend rate from 2025 through 2027. Total annual giving has followed a parallel arc: $9.0 million (FY2019), $8.9 million (FY2020), $6.9 million (FY2021), $4.9 million (FY2022), and $4.6 million (FY2023). This compression primarily reflects the 2021 decision to sunset the Puget Sound Waters and Jane's Fund portfolios.
Across 865 grants recorded in the database, the average award is $13,616 and total documented giving is $11.8 million. The range is wide: Jane's Fellowship stipends run to $8,500 per fellow, while Food for Climate Solutions instruments can reach $500,000 (as seen in the April 2026 recoverable grant to Community-to-Community Development via Institute for Washington's Future as fiscal sponsor). Environmental Education grants cluster in the $25,000–$77,000 range, with 2026 awards including $60,000 to the Aspen Institute, $77,000 to Pacific Education Institute, and $50,000 to E3 Washington. Catalytic Climate Finance ecosystem grants average $25,000–$50,000 per organization (ten organizations shared $275,000 in February 2025). The new 2026 'Meet the Moment' category likely supports smaller urgent asks in the $10,000–$30,000 range based on the described uses.
Geographic concentration is pronounced: 713 of 865 recorded grants (82%) went to Washington state organizations, with Pierce County and the broader South Puget Sound region dominating. Top historical grantees include Greater Tacoma Community Foundation ($1.29 million across 8 grants), Puyallup Watershed Initiative ($1.24 million across 3 grants), United Way of Pierce County ($400,000 across 2 grants), and Puget Soundkeeper Alliance ($347,500 across 10 grants). Organizations receiving 10+ grants — like Puget Soundkeeper Alliance and Nourish Pierce County — illustrate TRFF's preference for long-term relationships with a stable core portfolio of grantees.
The 2025–2026 data reveals three distinct funding tiers: traditional grants ($25,000–$77,000 for EE and CCF ecosystem partners), scaled grants and recoverable instruments for flagship investments ($250,000–$500,000 for FCS and Native-led enterprises), and institutional impact investments ($19.25 million deployed with asset managers). Importantly, the total $19.5M CCF announcement in February 2025 dwarfs the traditional grant portfolio — but nearly all of that capital flows to investment vehicles, not operating nonprofits. Traditional grant seekers should focus on the EE, FCS direct grant, and CCF ecosystem grant tiers when sizing their asks.
The five foundations identified as asset-size peers by IRS data are classified under the same NTEE Philanthropy & Grantmaking category but do not appear to share TRFF's programmatic or geographic focus. Available public data is limited for peers without disclosed websites or financials.
| Foundation | State | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|---|
| The Russell Family Foundation | WA | $76.6M | ~$4.6M (FY2023) | Environmental ed, climate finance, food systems | Invitation-only (EE/FCS); Open (Jane's Fellowship) |
| Ferri Family Foundation | FL | $76.6M | Not disclosed | Philanthropy & Grantmaking | Not public |
| Lord Sees Foundation | OK | $76.6M | Not disclosed | Philanthropy & Grantmaking | Not public |
| William R Orthwein Jr Foundation | MO | $76.7M | Not disclosed | Philanthropy & Grantmaking | Not public |
| Conine Family Foundation | MA | $76.7M | Not disclosed | Philanthropy & Grantmaking | Not public |
Among asset-size peers, TRFF stands apart as uniquely programmatic and publicly transparent. Foundations at the $76–77 million asset level in the IRS database typically operate as private family grantmaking vehicles without public-facing programs, online portals, or disclosed giving figures. TRFF, by contrast, maintains a full public website at trff.org, an online GrantInterface application portal, named staff contact information, a browsable 865-grant historical database, and regular public news releases. This transparency is itself a signal: TRFF actively wants to be found by the right grantees, even as most programs remain invitation-only. TRFF's $152 million in cumulative giving since 1999 combined with its intentional spend-down trajectory creates a time-sensitive window — organizations aligned with its climate-equity mission should prioritize relationship-building now, before the 2025–2027 accelerated spend cycle concludes.
TRFF's most consequential recent announcement came on February 12, 2025, when CEO Kathleen Simpson unveiled $19.5 million in Catalytic Climate Finance grants and investments — the largest single-year commitment in recent history. This deployment placed $19.25 million with three investment managers (Breckinridge for low-carbon fixed income, Terra Alpha for net-zero global equities, and Xponance for diverse-owned systematic equities) alongside $275,000 in operating grants to ten Western Washington organizations including Affiliated Tribes of Northwest Indians, Emerald Cities Collaborative, Shift Zero, Spark Northwest (each $25,000), and VC Include's Climate Justice Initiative ($50,000).
On March 31, 2025, TRFF awarded $1.7 million across 11 organizations, with the FCS allocation ($1.6 million) substantially outpacing the EE portion ($67,000) — a ratio that signals growing emphasis on food-systems investment over traditional environmental education grants.
December 16, 2025 brought a landmark: TRFF became the first private foundation investor in Galvanize's energy-transition public equities strategy, awarding an additional $540,000 across 20 grants in parallel.
On April 6, 2026, TRFF's latest round totaled $2,329,000, introducing the new 'Meet the Moment' grants — a flexible category designed to address urgent organizational barriers (transportation, equipment, facility gaps) that prevent youth participation in outdoor education. The round included the Aspen Institute ($60,000), Pacific Education Institute ($77,000), E3 Washington ($50,000), and a $500,000 recoverable grant to Community-to-Community Development (via Institute for Washington's Future as fiscal sponsor). No leadership transitions have been announced; Kathleen Simpson remains CEO, Zachary Russell serves as Treasurer, and Britta (last name not publicly disclosed) continues as Grants and Operations Manager.
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Smallest Grant
N/A
Median Grant
$8K
Average Grant
$21K
Largest Grant
$600K
Based on 149 grants from the most recent 990-PF filing.
Jane's fellowship programthe foundation operates a grant-making program called jane's fellowship program (jfp). Jfp is a year-long program that brings together a diverse group of leaders who are actively serving pierce county, washington and working to address a wide range of community challenges. The goal of jfp is to deepen leadership skills, expand perspectives and encourage equitable collaborations for grassroots and community leaders. In this 12-month, cohort-based program, fellows meet twice monthly to share in skills training, experiential learning, and community building. See additional details of activities on statement 20
Expenses: $385K
TRFF's financial trajectory tells a story of intentional drawdown and program concentration. Assets peaked at approximately $163 million in FY2020 and have declined steadily to $76.6 million as of FY2024, reflecting both investment market conditions and the Board's deliberate commitment to a 10% average annual spend rate from 2025 through 2027. Total annual giving has followed a parallel arc: $9.0 million (FY2019), $8.9 million (FY2020), $6.9 million (FY2021), $4.9 million (FY2022), and $4.6 mil.
The Russell Family Foundation has distributed a total of $15.1M across 865 grants. The median grant size is $6K, with an average of $18K. Individual grants have ranged from N/A to $1M.
The Russell Family Foundation (TRFF), established in 1999 and headquartered in Gig Harbor, Washington, operates as a deeply relationship-driven funder committed to environmental sustainability, climate equity, and grassroots leadership development across the Pacific Northwest. Founded by Jane and George Russell following the sale of Frank Russell Company to Northwestern Mutual Life, the foundation has distributed more than $152 million in grants since inception and now holds approximately $76.6 .
The Russell Family Foundation is headquartered in GIG HARBOR, WA. While based in WA, the foundation distributes grants to organizations across 21 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Kathleen Simpson | CEO | $407K | $30K | $437K |
| Sarah Cleveland | DIRECTOR | $0 | $0 | N/A |
| Mimi Chau | DIRECTOR | $0 | $0 | N/A |
| Josh Cavanaugh | DIRECTOR | $0 | $0 | N/A |
| Tim Cavanaugh | TREASURER | $0 | $0 | N/A |
| Chris Rurik | VICE PRESIDENT | $0 | $0 | N/A |
| Sarah Cavanaugh | PRESIDENT | $0 | $0 | N/A |
| Dion Rurik | SECRETARY | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$76.6M
Fair Market Value
N/A
Net Worth
$75.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
865
Total Giving
$15.1M
Average Grant
$18K
Median Grant
$6K
Unique Recipients
320
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Trout UnlimitedEXPANDING THE LAKE SAMMAMISH STREAM CONNECTIONS PROGRAM - PHASE 2 - GENERAL OPERATING SUPPORT | Arlington, VA | $20K | 2023 |
| Foss Waterway SeaportSCIENCE ON THE SEA | Tacoma, WA | $65K | 2023 |
| Communities In Schools Of PeninsulaLAZARUS FUND | Vaughn, WA | $50K | 2023 |
| Vc Include A Project Of Tides CenterGENERAL OPERATING SUPPORT | Los Angeles, CA | $50K | 2023 |
| Confluence PhilanthropyGENERAL OPERATING SUPPORT | New York, NY | $40K | 2023 |
| Ymca Of Greater Seattle - Camp & Outdoor LeadershipYMCA EARTH SERVICE CORPS (YESC) | Seattle, WA | $35K | 2023 |
| University Of Washington Foundation (Mount Rainier Institute)GENERAL OPERATING SUPPORT | Eatonville, WA | $30K | 2023 |
| Great Peninsula ConservancyGENERAL OPERATING SUPPORT | Bremerton, WA | $30K | 2023 |
| Pacific Education InstituteYOUTH ENGAGED IN SUSTAINABLE SYSTEMS (YESS) | Olympia, WA | $30K | 2023 |
| IslandwoodGENERAL OPERATING SUPPORT FOR YOUTH ENVIRONMENTAL EDUCATION PROGRAMMING | Bainbridge Island, WA | $25K | 2023 |
| Western Washington University FoundationSEA DISCOVERY CENTER'S FLOATING FIELD TRIPS: NEARSHORE LIFE IN THE SALISH SEA | Bellingham, WA | $25K | 2023 |
| Friends Of North Creek ForestENVIRONMENTAL EDUCATION GENERAL OPERATING SUPPORT 2023 | Bothell, WA | $25K | 2023 |
| Summer SearchEXPERIENTIAL SUMMER PROGRAM | Tukwila, WA | $25K | 2023 |
| Environmental Science CenterENVIRONMENTAL HEROES: EDUCATION, RESTORATION, AND LEADERSHIP FOR SOUTH KING COUNTY YOUTH | Burien, WA | $25K | 2023 |
| Hawaii Community FoundationMAUI STRONG FUND - GENERAL OPERATING SUPPORT | Honolulu, HI | $25K | 2023 |
| Waya Outdoor InstituteSUPPORT FOR INDIGENOUS FELLOW AND TEEN INTERNS - TRAINING AND DEVELOPMENT FOR PROGRAM DIRECTOR AND STAFF. | Tumwater, WA | $25K | 2023 |
| World Relief SeattleEQUITY AND SUSTAINABILITY INTERNSHIP PROGRAM | Kent, WA | $25K | 2023 |
| Gig Harbor Peninsula FishGENERAL OPERATING SUPPORT | Gig Harbor, WA | $25K | 2023 |
| Wild Society2023 GENERAL OPERATING SUPPORT | Kingston, WA | $25K | 2023 |
| Ymca Of Pierce And Kitsap CountiesOUTDOOR ENVIRONMENTAL EDUCATION | Tacoma, WA | $25K | 2023 |
| Community Boat Project At Puget Sound Voyaging SocietyGENERAL OPERATING SUPPORT | Nordland, WA | $25K | 2023 |
| Woods Hole Oceanographic InstitutionGENERAL OPERATING SUPPORT | Woods Hole, MA | $25K | 2023 |
| Washington Trails AssociationOUTDOOR LEADERSHIP TRAINING (OLT) PROGRAM | Seattle, WA | $25K | 2023 |
| Washington Outdoor School Consortium (Fiscal Sponsor Washington School PriGENERAL OPERATING SUPPORT | Olympia, WA | $24K | 2023 |
| Vashon Nature CenterGENERAL OPERATING SUPPORT | Vashon, WA | $23K | 2023 |
| Northwest Youth CorpsSOUND TO SUMMIT EXPANSION, YEAR 2 | Eugene, OR | $21K | 2023 |
| As You SowGENERAL OPERATING SUPPORT | Berkeley, CA | $20K | 2023 |
| Port Townsend Marine Science CenterGROWING OCEAN STEWARDS | Port Townsend, WA | $20K | 2023 |
| Puget Soundkeeper AllianceLOST URBAN CREEKS PROJECT | Seattle, WA | $20K | 2023 |
| Garden Raised Bounty (Grub)VOCATIONAL PATHWAYS FOR GRUB YOUTH | Olympia, WA | $20K | 2023 |
| University Of Washington (Uw Botanic Gardens)INCLUSIVE PATHWAYS FOR ENVIRONMENTAL LEADERSHIP | Seattle, WA | $20K | 2023 |
| Sea Potential (Fiscal Sponsor Sustainable Seattle)GET INTO IT: MARITIME | Seattle, WA | $18K | 2023 |
| EcochallengeorgGENERAL OPERATING SUPPORT | Portland, OR | $15K | 2023 |
| Second Cycle Community Bike ShopGENERAL OPERATING SUPPORT | Tacoma, WA | $15K | 2023 |
| Sun Valley Writers' ConferenceGENERAL OPERATING SUPPORT | Ketchum, ID | $15K | 2023 |
| Northwest Natural Resource GroupFOREST AND CLIMATE SOLUTIONS FOR THE NEXT GENERATION | Seattle, WA | $13K | 2023 |
| South Sound Estuary AssociationK-12 ENVIRONMENTAL EDUCATION FIELD TRIPS: BAYSHORE FIELD STEM, CONSERVATION KIDS, ESTUARY LIFE AND LANDFORMS, ON THE WATER | Olympia, WA | $13K | 2023 |
| Braided SeedsSUMMER RECLAMATION TRIPS | Tukwila, WA | $12K | 2023 |
| Food ConnectsGENERAL OPERATING SUPPORT | Brattleboro, VT | $10K | 2023 |
| The Tracking Project IncGENERAL OPERATING SUPPORT | Corrales, NM | $10K | 2023 |
| Camp Solomon SchechterTHE MENTOR TRAINING WEEKEND SUPPORTS POTENTIAL MENTORS AND FUTURE LEADERS FOR OSPREY CAMP. THIS WEEKEND INCLUDES HANDS-ON TRAINING IN ACADEMIC KNOWLEDGE, SKILLS, AND CONFIDENCE TO WORK WITH YOUTH IN UNDERSERVED COMMUNITIES IN WASHINGTON STATE. | Seattle, WA | $8K | 2023 |
| American Leadership ForumGENERAL OPERATING SUPPORT | Tacoma, WA | $5K | 2023 |
| Covenant Youth Of AlaskaCHRIS LOCKWOOD CAMP SCHOLARSHIP FUND | Anchorage, AK | $5K | 2023 |
| The Foodbank At St MarysGENERAL OPERATING SUPPORT | Seattle, WA | $5K | 2023 |
| Community Food Co-Op'S Farm Fund Fiscally Sponsored By Whatcom Land TrustGENERAL OPERATING SUPPORT - FARM FUND | Bellingham, WA | $5K | 2023 |
| Sustainable ConnectionsFOOD & FARMING PROGRAM | Bellingham, WA | $5K | 2023 |
| Foundation For Tacoma StudentsGENERAL OPERATING SUPPORT | Tacoma, WA | $5K | 2023 |
| Crisis ConnectionsGENERAL OPERATING SUPPORT | Seattle, WA | $5K | 2023 |
| University District Food BankGENERAL OPERATING SUPPORT | Seattle, WA | $5K | 2023 |
| Tilth AllianceGENERAL OPERATING SUPPORT | Seattle, WA | $5K | 2023 |