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Kline Galland Center Foundation
The Kline Galland Center Foundation was established in 1999 to endow the continuum of senior care services operated by Kline Galland, a Seattle non-profit...
Kline Galland Center Foundation
The Kline Galland Center Foundation was established in 1999 to endow the continuum of senior care services operated by Kline Galland, a Seattle non-profit whose roots trace to Caroline Kline Galland's 1907 bequest to create a home for the aged. Today the operating entity provides independent and assisted living, skilled nursing, and hospice care from multiple campuses in Seattle, and the foundation exists solely to secure that mission's financial future. CEO Jeffrey Cohen leads the broader organization, while founder and president Joshua H. Gortler chairs the foundation's investment and fundraising efforts alongside board chair Stan Mark. Despite its endowment scale, the foundation maintains an unconventional portfolio for a long-term care non-profit. Publicly disclosed limited-partnership commitments include Commonfund Capital Natural Resources VIII, signaling an allocation to natural resources, timber, and energy transition assets. The foundation's investment strategy also spans buyout, distressed debt, fund of funds, special situations, and turnaround mandates — a mix more common among family offices than single-mission endowments. The foundation holds a publicly traded securities portfolio alongside its direct real estate, which includes the Caroline Kline Galland Home and Mary Schwartz Summit senior living campuses. Co-investor and donor relationships with entities such as the Samis Foundation and the Karen and Gary Schwartz Foundation further anchor the organization within Seattle's Jewish institutional community. The foundation's operational scale is modest: its headquarters remain in Seattle, and key professionals include CFO Tracey Groscost and CPO Nate Nusbaum. Gortler was named Mentor of the Year by LeadingAge, reinforcing the organization's profile beyond its asset base. In tandem with its investment arm, the organization maintains several related philanthropic vehicles, including the Caroline Kline Galland Test Trust and the Polack Family Supporting Foundation, and partners closely with the Jewish Federation of Greater Seattle for grantmaking and endowment stewardship. What sets Kline Galland Center Foundation apart structurally is its combination of an aggressive, multi-asset endowment strategy with a single-focus operating mission. Unlike diversified healthcare systems that centralize investment management, the foundation deploys a fund-of-funds and alternatives-heavy approach for a relatively small pool of capital, while the real estate it owns — the campuses themselves — serves both investment and mission purposes simultaneously.
General information
Firm type
Endowment / Foundation
Year founded
1999
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
Joshua H. Gortler
President and Founder
Jeffrey Cohen
Chief Executive Officer
Stan Mark
Chair of the Board of Directors
Tracey Groscost
Chief Financial Officer
Nate Nusbaum
Chief Philanthropy Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Kline Galland Center Foundation?
The foundation's president and founder, Joshua H. Gortler, alongside the board chair Stan Mark, oversees investment policy. Day-to-day financial management is supported by CFO Tracey Groscost. The foundation has disclosed limited-partnership commitments such as Commonfund Capital Natural Resources VIII, suggesting it works through external fund managers rather than an in-house investment team.
How is Kline Galland Center Foundation structured relative to the operating senior care entity?
The foundation is a separate 501(c)(3) non-profit established in 1999 to hold and invest endowment assets that financially support Kline Galland's senior care operations. The operating entity — led by CEO Jeffrey Cohen — runs independent living, assisted living, skilled nursing, and hospice facilities across multiple Seattle campuses. The foundation does not directly operate care facilities.
Does the foundation invest only in traditional fixed income, or does it pursue alternatives?
The Kline Galland Center Foundation pursues a notably aggressive strategy for a healthcare endowment. Its stated investment strategy includes buyout, distressed debt, fund of funds, natural resources, special situations, and turnaround mandates. A disclosed commitment to Commonfund Capital Natural Resources VIII confirms an allocation to natural resources and timber.
What is the foundation's relationship to the Jewish Federation of Greater Seattle?
The Kline Galland Center Foundation is a partner agency of the Jewish Federation of Greater Seattle, which provides grants and endowment stewardship. The two organizations collaborate on fundraising and mission-aligned initiatives within Seattle's Jewish community, though the foundation maintains independent governance and investment control.
Does the foundation maintain separate philanthropic structures beyond its endowment?
Yes. In addition to the Kline Galland Center Foundation itself, related vehicles include the Caroline Kline Galland Test Trust and the Polack Family Supporting Foundation. These structures supplement the foundation's endowment mission and provide additional avenues for donor-directed giving to senior care.
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