Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
NAMES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1019 REGENTS BLVD SUITE 201
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FIRCREST, WA98466
A Employer identification number

94-3250195
B Telephone number (see instructions)

(253) 297-2295
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$125,577,256
J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,039,893 1,941,619  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,415,547
b Gross sales price for all assets on line 6a 23,503,795
7 Capital gain net income (from Part IV, line 2)... 6,415,547
8 Net short-term capital gain.........  
9 Income modifications........... 100,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 100,000 0  
12 Total. Add lines 1 through 11........ 8,555,440 8,357,166 100,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,962 2,990   8,972
14 Other employee salaries and wages...... 131,359 2,234   129,125
15 Pension plans, employee benefits....... 74,661 10,481   53,699
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,760 8,704   13,056
c Other professional fees (attach schedule).... 222,721 207,255   0
17 Interest............... 35,309 35,309   0
18 Taxes (attach schedule) (see instructions)... 76,460 7,660   10,964
19 Depreciation (attach schedule) and depletion... 80 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 22,612 0   22,612
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 375,203 297,454   77,207
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 972,127 572,087   315,635
25 Contributions, gifts, grants paid....... 5,205,504 5,205,504
26 Total expenses and disbursements. Add lines 24 and 25 6,177,631 572,087   5,521,139
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,377,809
b Net investment income (if negative, enter -0-) 7,785,079
c Adjusted net income (if negative, enter -0-)... 100,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 73,249 108,232 108,232
2 Savings and temporary cash investments......... 17,765,769 14,162,734 14,162,734
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 66,400 60,000 60,000
10a Investments—U.S. and state government obligations (attach schedule) 11,186,606 Click to see attachment9,795,464 9,795,464
b Investments—corporate stock (attach schedule)....... 67,718,451 Click to see attachment80,489,091 80,489,091
c Investments—corporate bonds (attach schedule)....... 3,913,658 Click to see attachment8,733,412 8,733,412
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,132,190 Click to see attachment12,228,283 12,228,283
14 Land, buildings, and equipment: basis bullet1,389
Less: accumulated depreciation (attach schedule) bullet1,349 120 Click to see attachment40 40
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 104,856,443 125,577,256 125,577,256
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 104,856,443 125,577,256
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 104,856,443 125,577,256
30 Total liabilities and net assets/fund balances (see instructions). 104,856,443 125,577,256
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
104,856,443
2
Enter amount from Part I, line 27a .....................
2
2,377,809
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,378,305
4
Add lines 1, 2, and 3 ..........................
4
125,612,557
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
35,301
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
125,577,256
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SEE ATTACHMENT - MUNICIPAL BONDS      
b SEE ATTACHMENT - CORPORATE STOCK      
c SEE ATTACHMENT - CORPORATE BONDS      
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,818,024   5,819,078 -1,054
b 16,861,742   10,555,196 6,306,546
c 720,066   713,974 6,092
d 103,963     103,963
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -1,054
b       6,306,546
c       6,092
d       103,963
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,415,547
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 5,143,099 109,011,673 0.047179
2017 4,086,436 95,035,615 0.042999
2016 4,077,521 90,546,602 0.045032
2015 1,569,374 84,052,544 0.018671
2014 565,387 14,741,250 0.038354
2
Total of line 1, column (d) .....................
2
0.192235
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.038447
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
113,030,533
5
Multiply line 4 by line 3......................
5
4,345,685
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
77,851
7
Add lines 5 and 6........................
7
4,423,536
8
Enter qualifying distributions from Part XII, line 4,.............
8
5,521,139
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 77,851
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 77,851
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 77,851
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 60,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 42,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 102,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 24,149
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet24,149 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNAMESFOUNDATION.ORG
    14
    The books are in care ofbulletERIN SHAGREN Telephone no.bullet (253) 566-7000

    Located atbullet1019 REGENTS BLVD 201FIRCRESTWA ZIP+4bullet98466
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PAULA LARKIN PRESIDENT/ TRUSTEE
    12.25
    0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    KIM HEGARDT VICE PRESIDENT / PRESIDENT
    15.83
    0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    RICHARD NAMES TRUSTEE / VICE PRESIDENT
    2.33
    0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    ERIN SHAGREN TREASURER AND EXECUTIVE DI
    25.42
    11,962 31,436 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    MONICA NAMES-KING TRUSTEE / SECRETARY
    12.92
    0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    DIANE NAMES SECRETARY / TRUSTEE EMERIT
    2.50
    0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    MARIA C SHEIL-HARLOW GRANTS AND PROJECT M
    43.34
    82,956 12,443 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    CATHRINA M HARVEY-TURNER ACCOUNTANT
    21.67
    48,403 24,887 0
    21214 131ST STREET CT E
    BONNEY LAKE,WA98391
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    UNITED CAPITAL FINANCIAL ADVISERS - SEATTLE INVESTMENT MANAGEMENT 209,688
    1420 FIFTH AVENUE SUITE 3020
    SEATTLE,WA98101
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    97,206,736
    b
    Average of monthly cash balances.......................
    1b
    17,545,074
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    114,751,810
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    114,751,810
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,721,277
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    113,030,533
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,651,527
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,651,527
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    77,851
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    77,851
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,573,676
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    100,000
    5
    Add lines 3 and 4............................
    5
    5,673,676
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,673,676
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,521,139
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,521,139
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    77,851
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,443,288
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 5,673,676
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 4,475,658
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 5,521,139
    a Applied to 2018, but not more than line 2a 4,475,658
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 1,045,481
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    4,628,195
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ERIN SHAGREN
    1019 REGENTS BLVD SUITE 201
    FIRCREST,WA98466
    (253) 566-7000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE STATEMENT 13 - STANDARD GRANT APPLICATION INCLUDING NATURE OF ORGANIZATION, CHARITABLE FUNCTIONS, USE TO WHICH GRANT PROCEEDS WILL BE APPLIED, CURRENT FINANCIAL STATEMENTS OF THE ORGANIZATION, LIST OF OFFICERS AND DIRECTORS OR TRUSTEES, AND COPY OF IRS NOTICE OF EXEMPT STATUS.
    cAny submission deadlines:
    AUGUST 31ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT 13 - THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    A PLACE CALLED HOME
    2830 S CENTRAL AVE
    LOS ANGELES,CA90011
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    ALATHEIA RIDING CENTER
    2170 SLEEPY HOLLOW HEIGHTS
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    ALZHEIMERS FOUNDATION OF AMERICA
    322 EITH AVE 7TH FLOOR
    NEW YORK,NY10001
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AMERICAN HEART ASSOCIATION
    1142 BROADWAY SUITE 120
    TACOMA,WA98402
    NONE 509(A)(2) MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. 23,103
    AMERICAN LEADERSHIP FORUM TACOMA PIERCE CO
    1119 PACIFIC AVE 801
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    AMOR MINISTRIES
    3636 CAMINO DEL RIO NORTH SUITE 215
    SAN DIEGO,CA92108
    NONE 509(A)(2) TO PROVIDES HOMES, FOOD, CLOTHINGS TO THOSE WHO NEEDS IN PARTNERSHIP WITH LOCAL COMMUNITIES. 15,000
    AMPUTEE BLADE RUNNERS
    356 24TH AVE N SUITE 300
    NASHVILLE,TN37203
    NONE 509(A)(2) TO HELP FUND FOUR AMPUTEE LEGS 42,800
    AUBURN GYMNASTICS BOOSTERS
    PO BOX 1296
    AUBURN,WA98071
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    AUSTEN EVERETT FDN
    500 YALE AVENUE NORTH
    SEATTLE,WA98109
    NONE 509(A)(2) TO EMPOWER, INSPIRE KIDS WITH BATTLING CANCER THROUGH SPORTS 15,000
    BAR X PROJECT THE
    PO BOX 193
    BERLIN,NJ08009
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    BELLARMINE PREPATORY SCHOOL
    2300 S WASHINGTON ST
    TACOMA,WA98405
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 410,500
    BETHANY CHURCH OF SIERRA MADRE DBA BETHANY CHRISTIAN SCHOOL
    93 N BALDWIN AVE SUITE B
    SIERRA MADRE,CA91024
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    BIG BROTHERS BIG SISTERS OF PUGET SOUND
    3640 S CEDAR STREET SUITE R
    TACOMA,WA98409
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 62,500
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 66TH ST 101
    TACOMA,WA98409
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 81,240
    BRAVE WARRIOR PROJECT
    PO BOX 3221
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 4,345
    BRIDGE RESTORATION MINISTRY
    PO BOX 113
    PACIFIC GROVE,CA93950
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    CALIFORNIA LUTHERAN UNIVERSITY
    60 WEST OLSEN RD 1625
    THOUSAND OAKS,CA91360
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    CAMP KOREY
    24880 BROTHERHOOD ROAD
    MOUNT VERNON,WA98274
    NONE 509(A)(2) TO BE USED ON PROGRAM HELPING CHILDRESN WITH LIFE-ALTERNING MEDICAL CONDISIONS 20,000
    CAMP SPALDING
    8513 HWY 211
    NEWPORT,WA99156
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    CANCER PATHWAYS (GILDA)
    3809 1400 BROADWAY
    SEATTLE,WA98122
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    CASCADE CHRISTIAN SCHOOLS
    815 21ST STREET SE
    PUYALLUP,WA98372
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 101,095
    CASHMERE SCHOOLS FOUNDATION
    PO BOX 177
    MONITOR,WA98836
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 1,500
    CATHOLIC SECONDARY EDUCATION - DIOCESE OF SAN DIEGO INC
    5555 DEL MAR HEIGHTS RD
    SAN DIEGO,CA92130
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    CENTER FOR DIALOG RESOLUTION
    717 TACOMA AVE S
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CENTERFORCE
    5204 SOLBERG DR SW
    LAKEWOOD,WA98499
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    CHEETAH ATHLETIC ASSOCIATION
    8302 43RD PL W
    UNIVERSITY PLACE,WA98466
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    CHELAN - DOUGLAS CO CASA-GAL PROGRAM
    PO BOX 2027
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 20,000
    CHELAN-DOUGLAS CO COMMUNITY ACTION COUNCIL
    620 LEWIS ST
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 250,000
    CHILDREN'S MIRACLE NETWORK HOSPITAL
    4800 SAND POINT WAY NE
    SEATTLE,WA98105
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CHILDREN'S MUSEUM OF TACOMA
    1501 PACIFIC AVENUE SUITE 202
    TACOMA,WA98402
    NONE 509(A)(2) TO FUND THE LEARN TO PLAY EXHIBIT 2,500
    CITIZENS FOR A HEALTHY BAY
    535 DOCK ST 213
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,075
    COFFEE OASIS THE
    837 4TH ST
    BREMERTON,WA98337
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    COLLEGE SUCCESS FOUNDATION
    950 PACIFIC AVENUE SUITE 1250
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP PROVIDE SUPPORT AND SERVICES TO ENSURE LOW-INCOME STUDENTS' ABILITY TO ATTEND AND GRADUATE F 2,200
    COMMUNITIES IN SCHOOLS OF TACOMA
    2141 SOUTH J STREET
    TACOMA,WA98405
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,000
    COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON
    9 S WENATCHEE AVE
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    COURTS FOR KIDS
    PO BOX 873786
    VANCOUVER,WA98687
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 600
    CROHN'S AND COLITIS FOUNDATION
    9 LAKE BELLEVUE DR 203
    BELLEVUE,WA98005
    NONE 509(A)(2) TO BE USED TOWARDS CAMP OASIS AT CAMP COLMAN IN LONGBRANCH WA 9,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,000
    EATONVILLE KITTEN MISSION
    127 MARSHALL AVE N PMB 132
    EATONVILLE,WA98328
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    EMERGENCY FOOD NETWORK
    3319 92ND ST S
    LAKEWOOD,WA98499
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 642
    EVERGREEN HEALTH FOUNDATION
    12040 NE 128TH STREET MS 5
    KIRKLAND,WA98034
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    FALLBROOK SPORTS ASSOCIATION
    PO BOX 503
    FALLBROOK,CA92088
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,500
    FAMILIES UNLIMITED NETWORK
    PO BOX 65672
    UNIVERSITY PLACE,WA98464
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 5,000
    FIRST TEE OF SO PUGET SOUND
    7108 LAKEWOOD DRIVE WEST
    TACOMA,WA98467
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 61,330
    FOOD BACKPACKS 4 KIDS
    PO BOX 173
    GIG HARBOR,WA98335
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    FOUNDATION FOR TACOMA STUDENTS
    919 S 9TH STREET
    TACOMA,WA98405
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    FRED HITCHINSON CANCER RESEARCH CENTER
    1100 FAIRVIEW AVE N PO BOX 19024
    SEATTLE,WA98109
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
    9600 VETERANS DR SW
    LAKEWOOD,WA98493
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    FRIENDS OF KEXP
    472 1ST AVE N
    SEATTLE,WA98109
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 489
    FRIENDS OF THE CHILDREN
    44 NE MORRIS STREET
    PORTLAND,OR97212
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    GOODTIMES PROJECTS
    7400 SAND POINT WAY NE 101S
    SEATTLE,WA98115
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    GRACE CITY CHURCH
    11 SPOKANE ST 300
    WENATCHEE,WA98801
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 605,500
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVENUE SUITE 1100
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 257,500
    HABITAT FOR HUMANITY OF TACOMAPIERCE COUNTY
    4824 S TACOMA WAY
    TACOMA,WA98409
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,500
    HARMONY PROJECT
    4322 WILSHIRE BLVD SUITE 101
    LOS ANGELES,CA90010
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    HILLTOP ARTISTS
    602 N SPRAGUE AVE
    TACOMA,WA98403
    NONE 509(A)(2) TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS 18,000
    HOLOCAUST CENTER FOR HUMANITY
    2045 2ND AVE
    SEATTLE,WA98121
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    HUMANE SOCIETY FOF VENTURA COUNTY
    402 BRYANT STREET
    OJAI,CA93023
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    INJURED MARINE SEMPER FI FUND
    825 COLLEGE BLVD SUITE 102 PMB 609
    OCEANSIDE,CA92057
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    KIDS OUT OF CARS
    PO BOX 1442
    GRAHAM,WA98338
    NONE 509(A)(2) TO BE USED TOWARDS THE HOMELESS CHILDREN IN THE PUYALLUP SCHOOL DISTRICT 10,000
    LEUKEMIA & LYMPHOMA FOUNDATION
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    LEWY BODY DEMENTIA ASSOCATION INC
    912 KILLIAN HILL ROAD SW
    LILBUM,GA30047
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 27,000
    LIFE CHRISTIAN ACADEMY
    1717 S UNION AVE
    TACOMA,WA98405
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 70,000
    LIFE WITHOUT LIMBS
    PO BOX 2430
    AGOURA HILLS,CA91376
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    LINDQUIST DENTAL CLINIC FOR CHILDREN
    130 131ST STREET
    TACOMA,WA98444
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION 10,000
    LOS PADRES FOREST WATCH INC
    PO BOX 831
    SANTA BARBARA,CA93102
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    MAKE-A-WISH - SAN DIEGO
    2440 HOTEL CIRCLE N SUITE 200
    SAN DIEGO,WA92108
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 40,500
    MAKE-A-WISH - LOS ANGELES
    11390 W OLYMPIC BLVD SUITE 300
    LOS ANGELES,CA90064
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 10,000
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY101634777
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    MISSION CREATE
    28419 N 65 LN
    PEORIA,AZ85383
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    MISSION RIDGE SKI EDUCATION FOUNDATION
    25 N WENATCHEE AVE SUITE 112
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,305
    MISSPITS RESCUE MATCHING
    PO BOX 604
    VAUGHN,WA98394
    NONE 509(A)(2) TO BE USED WHERE THE NEED IS GREATEST 12,000
    MOPS INTERNATIONAL
    2370 S TRENTON WAY
    DENVER,CO80231
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 38,745
    MOUNTAIN VIEW COMMUNITY CENTER
    3607 122ND AVE E SUITE A
    EDGEWOOD,WA98372
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    MOUNTAIN VIEW LUTHERAN CHURCH
    3505 122ND AVE E
    EDGEWOOD,WA98372
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    MULTICARE HEALTH FOUNDATION
    PO BOX 5296
    TACOMA,WA98415
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 115,181
    MULTIPLE MYELOMA RESEARCH FOUNDATION
    383 MAIN AVENUE 5/F
    NORWALK,CT06851
    NONE 509(A)(2) TO FUND RESEARCH FOR MULTIPLE MYELOMA 50,000
    MY STUFF BAGS FOUNDATION
    5347 STERLING CENTER DRIVE
    WESTLAKE VILLAGE,CA91361
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 5,000
    NATALIE GIORGI SUNSHINE FOUNDATION
    23 RAILROAD AVE 1244
    DANVILLE,CA94526
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    NCW VETERANS SERVING VETERANS
    1250 N WENATCHEE AVE
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    NORTH CENTRAL HIGH SCHOOL - NC HOOPS
    1600 N HOWARD STREET
    SPOKANE,WA99205
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    NORTHWEST INFANT SURVIVAL ALLIANCE SIDS FDN OF WASHINGTON
    1130 N 4TH
    COEUR DALENE,ID83814
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    NUMERICA PERFORMING ARTS CENTER
    123 N WENATCHEE AVE
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,000
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 28,210
    NW THUNDER HOOPS
    1119 180TH STREET E
    SPANAWAY,WA98387
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    OUTDOORS FOR ALL FOUNDATION
    6344 NE 74TH STREET SUITE 102
    SEATTLE,WA98115
    NONE 509(A)(2) TO BE DESIGNATED TO THE SNOQUALIME PASS OUTDOORS FOR ALL BUILDING 60,000
    PACIFIC LUTHERAN UNIVERSITY
    OFFICE OF DEVELOPMENT
    TACOMA,WA98447
    NONE 509(A)(1) TO HELP FUND SPORTS PROGRAMS AND EQUIPMENT 8,500
    PAINTED TURTLE
    1300 4TH STREET SUITE 300
    SANTA MONICA,CA90401
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 536
    PILGRIM LUTHERAN
    10420 SE 11TH ST
    BELLEVUE,WA98004
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    PRESBYTERIAN CHURCH USA - TRINITY UNITED PRESBYTERIAN CHUCH
    1615 6TH AVE
    TACOMA,WA98405
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    PRESIDENT-BOARD OF TRUSTEES SANTA CLARA UNIVERSITY
    500 EL CAMINO REAL
    SANTA CLARA,CA950531400
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 4,000
    PUGET SOUND UNIVERSITY OF
    1500 N WARNER ST
    TACOMA,WA98416
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 110,000
    PUYALLUP SCHOOL DIST #3- EMERALD RIDGE HS
    105 7TH ST SW
    PUYALLUP,WA98371
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 26,400
    REALITY SPORTS
    239 W STEWART AVE
    PUYALLUP,WA98371
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 635
    RUSSELL WILSON FOUNDATION DBA WHY NOT YOU FOUNDATION
    1301 2ND AVE SUITE 1700
    SEATTLE,WA98101
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    SEATTLE CANCER CARE ALLIANCE
    PO BOX 24385
    SEATTLE,WA981240385
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    SEATTLE CHILDREN'S HOSPITAL AND RESEARCH FOUNDATION
    4800 SAND POINT WAY NE
    SEATTLE,WA98105
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 202,000
    SIP & SAVOR
    6024 53RD ST CT W
    UNIVERSITY PLACE,WA98467
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    SOLDIER'S WISH
    PO BOX 3231
    TULSA,OK74101
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION 10,000
    SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION
    3281 BANNER RD SE
    PORT ORCHARD,WA98366
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    SOUTH SOUND CARE FOUNDATION
    PO BOX 1314
    TACOMA,WA98401
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20,000
    SPANISH PEAKS COMMUNITY FOUNDATION
    PO BOX 161303
    BIG SKY,MT59716
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    SPECIAL OLYMPICS - WASHINGTON
    1133 19TH ST NW
    WASHINGTON,DC200363604
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 12,500
    SPORTS LEADERSHIP MINISTRIES
    10003 N DIVISION STREET STE 100
    SPOKANE,WA99218
    NONE 509(A)(2) TO SUPPORT THE AUBURN ACADEMY BASKETBALL CAMPS. 5,000
    ST VINCENT DE PAUL OF TACOMA - PIERCE COUNTY
    4009 S 56TH ST
    TACOMA,WA98409
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    STEP BY STEP
    13407 80TH ST E
    PUYALLUP,WA98372
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 35,640
    SUNNY SKY'S ANIMAL RESCUE
    1102 E MAIN ST
    PUYALLUP,WA98372
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,500
    SUPREME FOUNDATION
    31330 43RD PL SW
    FEDERAL WAY,WA98023
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    TACOMA ART MUSEUM
    1701 PACIFIC AVE
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    TACOMA ATHLETIC COMMISSION - ANNUAL RENEWAL
    PO BOX 11304
    TACOMA,WA98411
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 55,000
    TACOMA COMMUNITY BOAT BUILDERS
    1120 EAST D STREET
    TACOMA,WA98421
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 25,000
    TACOMA COMMUNITY HOUSE
    1314 SOUTH L STREET
    TACOMA,WA98405
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,200
    TACOMA PUBLIC SCHOOL DIST #10 - FOSS HIGH SCHOOL
    2112 S TYLE ST
    TACOMA,WA98405
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 9,800
    TACOMA ROTARY 8 FOUNDATION
    PO BOX 1777
    TACOMA,WA98401
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 729
    TAKING THE REINS
    3919 1/2 RIGALI AVENUE
    LOS ANGELES,CA90039
    NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 50,000
    THE RAPE FOUNDATION
    1223 WILSHIRE BLVD SUITE 410
    SANTA MONICA,CA90403
    NONE 509(A)(2) TO HELP SUPPORT THE PROGRAMS OF THE ORGANIZATION 40,000
    TRUST FOR PUBLIC LAND
    901 5TH AVENUE SUITE 1520
    SEATTLE,WA98164
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    UNIVERSITY OF WASHINGTON
    426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 60,000
    UNIVERSITY OF WASHINGTON FOUNDATION - LUNG CANCER
    426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    UNIVERSITY PLACE PRESBYTERIAN CHURCH
    8101 27TH ST W
    UNIVERSITY PLACE,WA98466
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    USTA-PACIFIC NORTHWEST SECTION
    9746 SW NIMBUS AVE
    BEAVERTON,OR97008
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    WASHINGTON STATE FAIR FOUNDATION
    110 9TH AVE SW
    PUYALLUP,WA98371
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,100
    WASHINGTON STATE SKI AND SNOWBOARD MUSEUM
    PO BOX 1301
    MERCER ISLAND,WA98040
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    WELL NORTHWEST
    9502 180TH AVE E
    BONNEY LAKE,WA98390
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    WENATCHEE VALLEY COLLEGE FOUNDATION
    130 FIFTH STREET
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 47,000
    WESTERN WASHINGTON UNIVERSITY FOUNDATION
    516 HIGH STREET MS 9034
    BELLINGHAM,WA98225
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    WESTMONT COLLEGE
    955 LA PAZ ROAD
    SANTA BARBARA,CA93108
    NONE 509(A)(1) TO HELP SUPPORT THE ONE CHALLENGE FOR SCHOLARSHIPS PROGRAM 25,000
    WILSON HIGH SCHOOL BASKETBALL BOOSTERS
    1202 NORTH ORCHARD STREET
    TACOMA,WA98406
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    WISHING WELL FOUNDATION
    16524 89TH AVENUE E
    PUYALLUP,WA98375
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    WOMEN'S RESOURCE CENTER OF NCW
    202 PALOUSE ST
    WENATCHEE,WA98801
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    YAKIMA YOUTH GOLF ORGANIZATION
    PO BOX 787
    YAKIMA,WA98907
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,500
    YMCA OF PIERCE AND KITSAP COUNTIES
    1614 SOUTH MILDRED SUITE 1
    TACOMA,WA98465
    NONE 509(A)(2) TO HELP FUND PROGRAMS FOR AT RISK YOUTH 1,014,104
    YOUNG LIFE - NW SEATTLE
    PO BOX 15662
    SEATTLE,WA98115
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,500
    YOUTH FOR CHRIST USA INC
    PO BOX 834
    TACOMA,WA98401
    NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,000
    YWCA PIERCE COUNTY
    405 BROADWAY
    TACOMA,WA98402
    NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 65,500
    ZEE SPEED
    2201 SOUTH TACOMA WAY 206
    TACOMA,WA98409
    NONE 509(A)(2) TO SUPPORT EDUCATION FOR AT RISK YOUTH IN PIERCE COUNTY 10,000
    Total .................................bullet 3a 5,205,504
    bApproved for future payment
    GREATER METRO PARKS FOUNDATION
    4702 SOUTH 19TH STREET
    TACOMA,WA98405
    NONE 509(A)(2) TO SUPPORT IMAGINE EASTSIDE COMMUNITY CENTER 600,000
    CASCADE CHRISTIAN SCHOOLS
    815 21ST STREET SE
    PUYALLUP,WA98372
    NONE 509(A)(1) TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CAASCADE CHRISTIAN JR. HIGH SCHOOL 200,000
    BELLARMINE PREPATORY SCHOOL
    2300 S WASHINGTON ST
    TACOMA,WA98405
    NONE 509(A)(1) TO SUPPORT MEMORIAL FIELD SPORTS COMPLEX & NAMES GYM UPGRADES 800,000
    LIFE CHRISTIAN ACADEMY
    1717 S UNION AVE
    TACOMA,WA98405
    NONE 509(A)(1) TO SUPPORT COVERED PLAYGROUND, ARTIFICIAL TURF PLAY FIELD & RECREATION SHELTER 140,000
    YMCA OF PIERCE AND KITSAP COUNTIES
    1614 SOUTH MILDRED SUITE 1
    TACOMA,WA98465
    NONE 509(A)(2) TO SUPPORT MORGAN FAMILY REBUILD 4,016,415
    CAMP SPALDING
    8513 HWY 211
    NEWPORT,WA99156
    NONE 509(A)(2) TO SUPPORT BASKETBALL COURT COVER & ARCHERTY 50,000
    TRINITY PRESBYTERIAN CHURCH - BRYANT NEIGHBORHOOD CENTER
    1615 6TH AVE
    TACOMA,WA98405
    NONE 509(A)(1) TO SUPPORT 25,000
    MULTICARE HEALTH FOUNDATION
    PO BOX 5296
    TACOMA,WA98415
    NONE 509(A)(2) TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 200,000
    Total .................................bullet 3b 6,031,415
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 98,274 1,941,619
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
            6,415,547
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANTS
            100,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 98,274 8,457,166
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,555,440
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 TO PROVIDE INVESTMENT INCOME FOR FUNDING OF CHARITABLE GRANTS.
    8 NET GAINS OR LOSSES ON THE FOUNDATION'S INVESTMENT PORTFOLIO WILL PROVIDE THE SOURCE FOR FUNDING OF FUTURE CHARITABLE GRANTS.
    4 TAX EXEMPT INTEREST OF $98,274 HAS BEEN EXCLUDED FROM TAX BY SEC. 103
    4 ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $482,366 HAS BEEN EXCLUDED FROM TAX BY SEC. 103
    11 ONE UNUSED GRANT FROM TAX YEAR 2016 IN THE AMOUNT OF $100,000 HAD BEEN RETURNED TO THE FOUNDATION. THIS AMOUNT WILL BE REALLOCATED FOR FUTURE GRANT GIVING.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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