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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$140,493,292J 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... 1,900,187 1,817,490  
5a Gross rents............      
b Net rental income or (loss) -228
6a Net gain or (loss) from sale of assets not on line 10 2,648,305
b Gross sales price for all assets on line 6a 17,340,257
7 Capital gain net income (from Part IV, line 2)... 2,648,305
8 Net short-term capital gain.........  
9 Income modifications........... 4,834
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)....... Click to see attachment 4,834 2,241  
12 Total. Add lines 1 through 11........ 4,553,326 4,468,036 4,834
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 87,124 18,022   69,102
14 Other employee salaries and wages...... 127,999 2,556   125,443
15 Pension plans, employee benefits....... 76,207 14,402   61,805
16a Legal fees (attach schedule)......... Click to see attachment 5,617 0   5,617
b Accounting fees (attach schedule)....... Click to see attachment 63,457 15,865   47,592
c Other professional fees (attach schedule).... Click to see attachment 481,789 465,753   16,036
17 Interest............... 20,433 20,433   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 103,437 9,115   16,457
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,263 0   2,263
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 203,204 124,514   77,499
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,171,530 670,660   421,814
25 Contributions, gifts, grants paid....... 6,473,971 6,473,971
26 Total expenses and disbursements. Add lines 24 and 25 7,645,501 670,660   6,895,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,092,175
b Net investment income (if negative, enter -0-) 3,797,376
c Adjusted net income (if negative, enter -0-)... 4,834
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 29,222 561,335 561,335
2 Savings and temporary cash investments......... 14,162,734 10,904,342 10,904,342
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.......... 60,000 46,735 46,735
10a Investments—U.S. and state government obligations (attach schedule) 9,795,464 Click to see attachment8,483,931 8,483,931
b Investments—corporate stock (attach schedule)....... 85,928,561 Click to see attachment98,498,856 98,498,856
c Investments—corporate bonds (attach schedule)....... 8,733,412 Click to see attachment5,129,937 5,129,937
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,788,813 Click to see attachment16,868,156 16,868,156
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   40 0 0
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 125,498,246 140,493,292 140,493,292
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........... 125,498,246 140,493,292
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)..... 125,498,246 140,493,292
30 Total liabilities and net assets/fund balances (see instructions). 125,498,246 140,493,292
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
125,498,246
2
Enter amount from Part I, line 27a .....................
2
-3,092,175
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,177,155
4
Add lines 1, 2, and 3 ..........................
4
140,583,226
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
89,934
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
140,493,292
Form 990-PF (2020)
Form 990-PF (2020)
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 SEE ATTACHMENT - AGENCY SECURITIES      
e SEE ATTACHMENT - OTHER FIXED INCOME      
SEE ATTACHMENT - EXCHANGE TRADED FUNDS      
CAPITAL GAINS DIVIDENDS P    
(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 3,600,890   3,601,478 -588
b 7,918,330   5,301,024 2,617,306
c 3,994,578   3,988,662 5,916
d 1,550,000   1,559,507 -9,507
e 25,000   25,000 0
179,896   216,281 -36,385
71,563     71,563
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       -588
b       2,617,306
c       5,916
d       -9,507
e       0
      -36,385
      71,563
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 2,648,305
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 52,784
c All other domestic foundations enter 1.39% 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 52,784
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 52,784
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 46,649
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,649
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 11,865
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,865 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 the instructions
for the 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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, NY
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletPATRICIA SHULTS 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    PATRICIA SHULTS EXECUTIVE DIRECTOR
    40.00     		75,162 13,640 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    PAULA LARKIN PRESIDENT/ TRUSTEE
    2.00     		0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    KIM HEGARDT VICE PRESIDENT / PRESIDENT
    5.00     		0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    RICHARD NAMES TRUSTEE / VICE PRESIDENT
    2.00     		0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    ERIN SHAGREN TREASURER AND EXECUTIVE DI
    3.00     		11,962 23,349 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    MONICA NAMES-KING TRUSTEE / SECRETARY
    2.00     		0 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    DIANE NAMES SECRETARY / TRUSTEE EMERIT
    2.00     		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     		76,875 0 0
    1019 REGENTS BLVD STE 201
    FIRCREST,WA98466
    CATHRINA M HARVEY-TURNER ACCOUNTANT
    21.67     		51,124 0 0
    21214 131ST STREET CT E
    BONNEY LAKE,WA98391
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    HAMILTON LANE INVESTMENTS PRIVATE EQUITY INVESTMENT MANAGEMENT 243,637
    10333 E DRY CREEK RD 310
    ENGLEWOOD,CO80112
    GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE INVESTMENT MANAGEMENT 238,152
    1420 FIFTH AVENUE SUITE 3020
    SEATTLE,WA98101
    TRANER SMITH & CO PLLC ACCOUNTING, TAX, & ADVISORY SERVICES 79,321
    201 FIFTH AVE SUITE 202
    EDMONDS,WA98020
    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 (2020)
    Form 990-PF (2020)
    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
    111,583,543
    b
    Average of monthly cash balances.......................
    1b
    12,496,509
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    124,080,052
    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
    124,080,052
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,861,201
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    122,218,851
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,110,943
    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
    6,110,943
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    52,784
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    52,784
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,058,159
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,834
    5
    Add lines 3 and 4............................
    5
    6,062,993
    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
    6,062,993
    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
    6,895,785
    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
    6,895,785
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,895,785
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,062,993
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 4,505,750
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,895,785
    a Applied to 2019, but not more than line 2a 4,505,750
    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 2020 distributable amount..... 2,390,035
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		3,672,958
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    PATRICIA SHULTS
    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 (2020)
    Form 990-PF (2020)
    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
    AMERICAN CANCER SOCIETY INC
    1102 BROADWAY SUITE 201
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    AMERICAN CHILDHOOD CANCER ORGANIZATION INLAND NORTHWEST
    PO BOX 8031
    SPOKANE,WA99004     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AMERICAN HEART ASSOCIATION INC
    1142 BROADWAY SUITE 120
    TACOMA,WA98402     		NONE 509(A)(2) MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. 2,500
    AMERICAN LEADERSHIP FORUM OF TACOMAPIERCE COUNTY
    1119 PACIFIC AVE 801
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,200
    AMPUTEE BLADE RUNNERS
    356 24TH AVE N SUITE 300
    NASHVILLE,TN37203     		NONE 509(A)(2) TO HELP FUND FOUR AMPUTEE LEGS 80,000
    ANGEL WINGS FOUNDATION
    PO BOX 7350
    BONNEY LAKE,WA98391     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AUSTEN EVERETT FOUNDATION
    500 YALE AVENUE NORTH
    SEATTLE,WA98109     		NONE 509(A)(2) TO EMPOWER, INSPIRE KIDS WITH BATTLING CANCER THROUGH SPORTS 15,000
    BAR X PROJECT INC
    PO BOX 193
    BERLIN,NJ08009     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 28,500
    BEHIND THE BADGE FOUNDATION
    8309 165TH AVE NE SUITE 205
    REDMOND,WA98052     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    BELLARMINE PREPARATORY SCHOOL
    2300 S WASHINGTON ST
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 403,560
    BENEFICIAL SOUND
    7607 NE 148TH PLACE
    KENMORE,WA98028     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    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 38,000
    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 2,192
    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 61,550
    CALIFORNIA LUTHERAN UNIVERSITY
    60 WEST OLSEN RD 1625
    THOUSAND OAKS,CA91360     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CAMP KESEM NATIONAL
    10586 W PICO BLVD 196
    LOS ANGELES,CA90064     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 514
    CAMP KOREY
    24880 BROTHERHOOD ROAD
    MOUNT VERNON,WA98274     		NONE 509(A)(2) TO BE USED ON PROGRAM HELPING CHILDREN WITH LIFE-ALTERING MEDICAL CONDITIONS 10,000
    CAMP SPALDING
    8513 HWY 211
    NEWPORT,WA99156     		NONE 509(A)(2) TO SUPPORT BASKETBALL COURT COVER & ARCHERY 50,500
    CASCADE CHRISTIAN SCHOOLS
    815 21ST STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(1) TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL 203,500
    CASHMERE SCHOOLS FOUNDATION
    PO BOX 177
    MONITOR,WA98836     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 1,500
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
    1323 YAKIMA AVENUE
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CENTER FOR DIALOG & RESOLUTION
    717 TACOMA AVE S
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CENTRAL WASHINGTON UNIVERSITY FOUNDATION
    400 EAST UNIVERSITY AVE
    ELLENSBURG,WA98926     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CHELAN COUNTY HISTORICAL SOCIETY
    PO BOX 22
    CASHMERE,WA98815     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 8,000
    CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEY
    PO BOX 3051
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CHELAN VALLEY HOPE
    PO BOX 635
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    CHELAN-DOUGLAS COUNTY CASA-GAL PROGRAM
    PO BOX 2027
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 17,000
    CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL INC
    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 200,000
    CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC
    2501 W COTA DR
    BLOOMINGTON,IN47403     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CITIZENS FOR A HEALTHY BAY
    535 DOCK ST 213
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    COFFEE OASIS THE
    837 4TH ST
    BREMERTON,WA98337     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 27,082
    COLLEGE SUCCESS FOUNDATION - TACOMA
    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 25,000
    COMMUNITIES IN SCHOOLS OF PUYALLUP
    2141 SOUTH J STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    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
    COMMUNITY YOUTH SERVICES
    711 STATE AVE NE
    OLYMPIA,WA98506     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    CORPORATION OF GONZAGA UNIVERSITY
    502 E BOONE AVE
    SPOKANE,WA99258     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    COURTS FOR KIDS
    PO BOX 873786
    VANCOUVER,WA98687     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    CREATE NOW INC
    1611 S HOPE STREET SUITE E
    LOS ANGELES,CA90015     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    CROHN'S & COLITIS FOUNDATION INC
    9 LAKE BELLEVUE DR 203
    BELLEVUE,WA98005     		NONE 509(A)(2) TO BE USED TOWARDS CAMP OASIS AT CAMP COLMAN IN LONGBRANCH WA 10,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION
    55 COBURG RD
    EUGENE,OR97401     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,198
    EASTERN WASHINGTON UNIVERSITY FOUNDATION
    102 HARGREAVES HALL
    CHENEY,WA99004     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    EATONVILLE KITTEN MISSION
    127 MARSHALL AVE N PMB 132
    EATONVILLE,WA98328     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    EMERGENCY FOOD NETWORK
    3319 92ND ST S
    LAKEWOOD,WA98499     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    EMPOWERMENT THROUGH CONNECTION
    PO BOX 589
    GRAHAM,WA98338     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    FAMILIES UNLIMITED NETWORK
    PO BOX 65672
    UNIVERSITY PLACE,WA98464     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 12,675
    FIRST ASSEMBLY OF GOD LIFE CENTER OF TACOMA WA DBA LIFE CHRISTIAN ACADEMY
    1717 SOUTH UNION AVENUE
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 70,000
    FIRST TEE OF SOUTH PUGET SOUND THE
    7108 LAKEWOOD DRIVE WEST
    TACOMA,WA98467     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 55,500
    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 250,000
    GEORGE Y POCOCK ROWING FOUNDATION
    3320 FUHRMAN AVE E
    SEATTLE,WA98102     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    GIRLS ON THE RUN OF KITSAP COUNTY
    PO BOX 1003
    TRACYTON,WA98393     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    GREATER METRO PARKS FOUNDATION
    4702 S 19TH ST
    TACOMA,WA98405     		NONE 509(A)(2) TO SUPPORT IMAGINE EASTSIDE COMMUNITY CENTER 602,500
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVENUE SUITE 1100
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,254,302
    GREENTRIKE (FKA CHILDREN'S MUSEUM OF TACOMA)
    1501 PACIFIC AVE SUITE 202
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,640
    HABITAT FOR HUMANITY OF TACOMAPIERCE COUNTY
    4824 S TACOMA WAY
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    HILLTOP ARTISTS IN RESIDENCE
    602 N SPRAGUE AVE
    TACOMA,WA98403     		NONE 509(A)(2) TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS 12,500
    HOPESPARKS
    6424 N 9TH STREET
    TACOMA,WA98406     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,000
    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 10,000
    JUNIOR ACHIEVEMENT OF WASHINGTON
    1610 PERIMETER ROAD
    TACOMA,WA98001     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 6,875
    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 SOCIETY WASHINGTON THE
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,050
    LEWY BODY DEMENTIA ASSOCIATION INC
    912 KILLIAN HILL ROAD SW
    LILBUM,GA30047     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    LIVING DESERT ZOO AND GARDENS THE
    47-900 PORTOLA AVENUE
    PALM DESERT,CA92260     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON
    811 FIRST AVENUE SUITE 620
    SEATTLE,WA98104     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES
    11390 W OLYMPIC BLVD SUITE 300
    LOS ANGELES,CA90064     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20,000
    MAKE-A-WISH FOUNDATION OF SAN DIEGO INC
    2440 HOTEL CIRCLE N SUITE 200
    SAN DIEGO,WA92108     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 47,000
    MICHAEL J FOX FOUNDATION THE
    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 5,000
    MISSPITS RESCUE
    PO BOX 604
    VAUGHN,WA98394     		NONE 509(A)(2) TO BE USED WHERE THE NEED IS GREATEST 10,000
    MOPS INTERNATIONAL
    2370 S TRENTON WAY
    DENVER,CO80231     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,030
    MOUNTAIN VIEW COMMUNITY CENTER
    3607 122ND AVE E SUITE A
    EDGEWOOD,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,500
    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 SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 84,872
    MULTICULTURAL CHILD AND FAMILY HOPE CENTER
    2021 S 19TH STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION
    383 MAIN AVENUE 5/F
    NORWALK,CT06851     		NONE 509(A)(2) TO FUND RESEARCH FOR MULTIPLE MYELOMA 25,000
    NATIONAL FOOTBALL LEAGUE FOUNDATION
    345 PARK AVE
    NEW YORK,NY10154     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 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
    NEW LIFE COMMUNITY DEVELOPMENT AGENCY
    802 7TH STREET
    BREMERTON,WA98337     		NONE 509(A)(2) TO FUND FITNESS CENTER AT YOUTH AND FAMILY CENTER 25,000
    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 5,000
    NORTHWEST TREK FOUNDATION
    11610 TREK DRIVE EAST
    EATONVILLE,WA98328     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    NUMERICA PERFORMING ARTS CENTER
    123 N WENATCHEE AVE
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,864
    NW FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 12,600
    OLIVE CREST
    2500 116TH AVE NE
    BELLEVUE,WA98004     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,526
    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 55,000
    PACIFIC LUTHERAN UNIVERSITY
    OFFICE OF DEVELOPMENT
    TACOMA,WA98447     		NONE 509(A)(1) TO HELP FUND SPORTS PROGRAMS AND EQUIPMENT 5,000
    PERMISSION TO START DREAMING FOUNDATION
    3733 ROSEDALE STREET NW SUITE 100
    GIG HARBOR,WA98335     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    PHOTOGRAPHIC CENTER NORTHWEST
    900 12TH AVE
    SEATTLE,WA98122     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    PLEDGELING FOUNDATION
    2100 ABBOT KINNEY BLVD SUITE E
    VENICE,CA90291     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 532
    PORTLAND UNIVERSITY OF
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    POSITIVE COACHING ALLIANCE
    3235 NE 18TH AVE
    PORTLAND,OR97212     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    PRESBYTERIAN CHURCH USA - TRINITY UNITED PRESBYTERIAN CHURCH
    1615 6TH AVE
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    PUGET SOUND UNIVERSITY OF
    1500 N WARNER ST
    TACOMA,WA98416     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 8,500
    PUYALLUP FOOD BANK
    110 23RD STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,500
    PUYALLUP SCHOOL DISTRICT
    105 7TH ST SW
    PUYALLUP,WA98371     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    RAISING GIRLS
    PO BOX 7851
    TACOMA,WA98417     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,000
    RAPE FOUNDATION THE
    1223 WILSHIRE BOULEVARD 410
    SANTA MONICA,CA90403     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 45,000
    REALITY SPORTS FOUNDATION
    239 W STEWART AVE
    PUYALLUP,WA98371     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,511
    RECOVERY CAFE ORTING
    PO BOX 1867113 VARNER AVE SE
    ORTING,WA98360     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    RESCUE MISSION THE
    425 SOUTH TACOMA WAY
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    ROW FOR THE CURE
    PO BOX 1923
    LAKE GROVE,OR97035     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 526
    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 2,500
    SAMARITAN'S PURSE
    801 BAMBOO ROAD PO BOX 3000
    BOONE,NC28607     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    SEATTLE CHILDREN'S HOSPITAL FOUNDATION
    4800 SAND POINT WAY NE
    SEATTLE,WA98105     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 151,000
    SEATTLE THEATRE GROUP
    911 PINE STREET
    SEATTLE,WA981011818     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,588
    SERGE GLOBAL INC
    101 WEST AVENUE SUITE 305
    JENKINTOWN,PA19046     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,000
    SEVEN ACRES FOUNDATION
    103 BIGHORN WAY BOX 1732
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 212,500
    SHELTER PARTNERSHIP INC
    520 SO GRAND AVE SUITE 695
    LOS ANGELES,CA90071     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    SOLDIER'S WISH
    PO BOX 3231
    TULSA,OK74101     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION 10,000
    SOULUMINATION
    1100 NW 52ND ST
    SEATTLE,WA98107     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    SOUND OUTREACH
    1106 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,019
    SOUTH SOUND CARE FOUNDATION
    PO BOX 1314
    TACOMA,WA98401     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20,000
    SOUTH SOUND CHRISTIAN SCHOOLS DBA TACOMA BAPTIST SCHOOLS
    2052 S 64TH STREET
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    SPANISH PEAKS COMMUNITY FOUNDATION
    PO BOX 161303
    BIG SKY,MT59716     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    STEP BY STEP FAMILY SUPPORT CENTER
    13407 80TH ST E
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,420
    SUMNER COMMUNITY FOOD BANK
    PO BOX 475
    SUMNER,WA98390     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    SUNNY SKY'S ANIMAL RESCUE
    1102 E MAIN ST
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    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 16,000
    TACOMA ATHLETIC COMMISSION INC
    PO BOX 11304
    TACOMA,WA98411     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 20,500
    TACOMA ROTARY 8 FOUNDATION
    PO BOX 1777
    TACOMA,WA98401     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,500
    TACOMA-PIERCE COUNTY CRIME STOPPERS PROGRAM
    1519 CYPRESS POINT AVE
    TACOMA,WA984666638     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    TENNIS LOVERS FOR CHARITY
    22117 CATHANN PL
    TORRANCE,CA90503     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    THE SOUP LADIES
    PO BOX 896
    BUCKLEY,WA98321     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    UNIVERSITY OF WASHINGTON FOUNDATION (ATHLETICS DEPARTMENT)
    426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 284,000
    UNIVERSITY OF WASHINGTON FOUNDATION (MEDICINE)
    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 10,110
    WASHINGTON STATE FAIR FOUNDATION
    110 9TH AVE SW
    PUYALLUP,WA98371     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 51,000
    WE ARE CALVARY AKA CALVARY COMMUNITY CHURCH OF SUMNER
    15116 GARY STREET EAST
    SUMNER,WA98390     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    WENATCHEE VALLEY COLLEGE FOUNDATION INC
    130 FIFTH STREET
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 20,510
    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
    YMCA OF PIERCE AND KITSAP COUNTIES
    1614 SOUTH MILDRED SUITE 1
    TACOMA,WA98465     		NONE 509(A)(2) TO SUPPORT MORGAN FAMILY REBUILD 1,025,937
    YOUNG LIFE
    3012 S 23RD STREET
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 3,588
    YOUTH FOR CHRIST USA INC - YOUTH FOR CHRIST TACOMA AREA INC
    PO BOX 834
    TACOMA,WA98401     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,500
    Total .................................bullet 3a 6,473,971
    bApproved for future payment
    AMPUTEE BLADE RUNNERS
    356 24TH AVE N SUITE 300
    NASHVILLE,TN37203     		NONE 509(A)(2) TO HELP FUND FOUR AMPUTEE LEGS 50,000
    BELLARMINE PREPATORY SCHOOL
    2300 S WASHINGTON ST
    TACOMA,WA98405     		NONE 509(A)(1) TO SUPPORT MEMORIAL FIELD SPORTS COMPLEX & NAMES GYM UPGRADES 400,000
    CASCADE CHRISTIAN SCHOOLS
    815 21ST STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(1) TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL 200,000
    CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEY
    PO BOX 3051
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    COFFEE OASIS THE
    837 4TH ST
    BREMERTON,WA98337     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    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 250,000
    GREATER TACOMA COMMUNITY FOUNDATION
    950 PACIFIC AVENUE SUITE 1100
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,054,198
    LIFE CHRISTIAN ACADEMY
    1717 S UNION AVE
    TACOMA,WA98405     		NONE 509(A)(1) TO SUPPORT COVERED PLAYGROUND, ARTIFICIAL TURF PLAY FIELD & RECREATION SHELTER 70,000
    MAKE-A-WISH FOUNDATION OF SAN DIEGO INC
    2440 HOTEL CIRCLE N SUITE 200
    SAN DIEGO,WA92108     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,000
    MULTICARE HEALTH FOUNDATION
    PO BOX 5296
    TACOMA,WA98415     		NONE 509(A)(2) TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 50,000
    MULTICULTURAL CHILD AND FAMILY HOPE CENTER
    2021 S 19TH STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    SEATTLE CHILDREN'S HOSPRESEARCH-CANCER THERAPY GYM (#3 OF 4)
    4800 SAND POINT WAY NE
    SEATTLE,WA98105     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    SEVEN ACRES FOUNDATION
    103 BIGHORN WAY BOX 1732
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    WASHINGTON UNIV-ATHLETICSBASKETBALL LOCKER RMS
    426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    Total .................................bullet 3b 2,919,198
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 82,697 1,817,490
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......         -228
    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 ............     		        2,648,305
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANTS     		        4,834
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 82,697 4,470,401
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,553,098
    (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 $82,697 HAS BEEN EXCLUDED FROM TAX BY SEC. 103
    4 ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $274,728 HAS BEEN EXCLUDED FROM TAX BY SEC. 103
    11 ONE UNUSED PARTIAL GRANT FROM TAX YEAR 2019 IN THE AMOUNT OF $4,834.26 HAD BEEN RETURNED TO THE FOUNDATION. THIS AMOUNT WILL BE REALLOCATED FOR FUTURE GRANT GIVING.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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 HOME2830 S CENTRAL AVE
    LOS ANGELES,CA90011     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AMERICAN CANCER SOCIETY INC1102 BROADWAY SUITE 201
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    AMERICAN CHILDHOOD CANCER ORGANIZATION INLAND NORTHWESTPO BOX 8031
    SPOKANE,WA99004     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AMERICAN HEART ASSOCIATION INC1142 BROADWAY SUITE 120
    TACOMA,WA98402     		NONE 509(A)(2) MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. 2,500
    AMERICAN LEADERSHIP FORUM OF TACOMAPIERCE COUNTY1119 PACIFIC AVE 801
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,200
    AMPUTEE BLADE RUNNERS356 24TH AVE N SUITE 300
    NASHVILLE,TN37203     		NONE 509(A)(2) TO HELP FUND FOUR AMPUTEE LEGS 80,000
    ANGEL WINGS FOUNDATIONPO BOX 7350
    BONNEY LAKE,WA98391     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    AUSTEN EVERETT FOUNDATION500 YALE AVENUE NORTH
    SEATTLE,WA98109     		NONE 509(A)(2) TO EMPOWER, INSPIRE KIDS WITH BATTLING CANCER THROUGH SPORTS 15,000
    BAR X PROJECT INCPO BOX 193
    BERLIN,NJ08009     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 28,500
    BEHIND THE BADGE FOUNDATION8309 165TH AVE NE SUITE 205
    REDMOND,WA98052     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    BELLARMINE PREPARATORY SCHOOL2300 S WASHINGTON ST
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 403,560
    BENEFICIAL SOUND7607 NE 148TH PLACE
    KENMORE,WA98028     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    BETHANY CHURCH OF SIERRA MADRE DBA BETHANY CHRISTIAN SCHOOL93 N BALDWIN AVE SUITE B
    SIERRA MADRE,CA91024     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 38,000
    BIG BROTHERS BIG SISTERS OF PUGET SOUND3640 S CEDAR STREET SUITE R
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,192
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND3875 66TH ST 101
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 61,550
    CALIFORNIA LUTHERAN UNIVERSITY60 WEST OLSEN RD 1625
    THOUSAND OAKS,CA91360     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CAMP KESEM NATIONAL10586 W PICO BLVD 196
    LOS ANGELES,CA90064     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 514
    CAMP KOREY24880 BROTHERHOOD ROAD
    MOUNT VERNON,WA98274     		NONE 509(A)(2) TO BE USED ON PROGRAM HELPING CHILDREN WITH LIFE-ALTERING MEDICAL CONDITIONS 10,000
    CAMP SPALDING8513 HWY 211
    NEWPORT,WA99156     		NONE 509(A)(2) TO SUPPORT BASKETBALL COURT COVER & ARCHERY 50,500
    CASCADE CHRISTIAN SCHOOLS815 21ST STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(1) TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL 203,500
    CASHMERE SCHOOLS FOUNDATIONPO BOX 177
    MONITOR,WA98836     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 1,500
    CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON1323 YAKIMA AVENUE
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CENTER FOR DIALOG & RESOLUTION717 TACOMA AVE S
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CENTRAL WASHINGTON UNIVERSITY FOUNDATION400 EAST UNIVERSITY AVE
    ELLENSBURG,WA98926     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    CHELAN COUNTY HISTORICAL SOCIETYPO BOX 22
    CASHMERE,WA98815     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 8,000
    CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEYPO BOX 3051
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CHELAN VALLEY HOPEPO BOX 635
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    CHELAN-DOUGLAS COUNTY CASA-GAL PROGRAMPO BOX 2027
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 17,000
    CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL INC620 LEWIS ST
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    CHILDREN'S HOSPITAL LOS ANGELES4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC2501 W COTA DR
    BLOOMINGTON,IN47403     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CITIZENS FOR A HEALTHY BAY535 DOCK ST 213
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    COFFEE OASIS THE837 4TH ST
    BREMERTON,WA98337     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 27,082
    COLLEGE SUCCESS FOUNDATION - TACOMA950 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 25,000
    COMMUNITIES IN SCHOOLS OF PUYALLUP2141 SOUTH J STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON9 S WENATCHEE AVE
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    COMMUNITY YOUTH SERVICES711 STATE AVE NE
    OLYMPIA,WA98506     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    CORPORATION OF GONZAGA UNIVERSITY502 E BOONE AVE
    SPOKANE,WA99258     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    COURTS FOR KIDSPO BOX 873786
    VANCOUVER,WA98687     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    CREATE NOW INC1611 S HOPE STREET SUITE E
    LOS ANGELES,CA90015     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    CROHN'S & COLITIS FOUNDATION INC9 LAKE BELLEVUE DR 203
    BELLEVUE,WA98005     		NONE 509(A)(2) TO BE USED TOWARDS CAMP OASIS AT CAMP COLMAN IN LONGBRANCH WA 10,000
    CYSTIC FIBROSIS FOUNDATION4550 MONTGOMERY AVE SUITE 1100N
    BETHESDA,MD20814     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION55 COBURG RD
    EUGENE,OR97401     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,198
    EASTERN WASHINGTON UNIVERSITY FOUNDATION102 HARGREAVES HALL
    CHENEY,WA99004     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    EATONVILLE KITTEN MISSION127 MARSHALL AVE N PMB 132
    EATONVILLE,WA98328     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    EMERGENCY FOOD NETWORK3319 92ND ST S
    LAKEWOOD,WA98499     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    EMPOWERMENT THROUGH CONNECTIONPO BOX 589
    GRAHAM,WA98338     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    FAMILIES UNLIMITED NETWORKPO BOX 65672
    UNIVERSITY PLACE,WA98464     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 12,675
    FIRST ASSEMBLY OF GOD LIFE CENTER OF TACOMA WA DBA LIFE CHRISTIAN ACADEMY1717 SOUTH UNION AVENUE
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 70,000
    FIRST TEE OF SOUTH PUGET SOUND THE7108 LAKEWOOD DRIVE WEST
    TACOMA,WA98467     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 55,500
    FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE9600 VETERANS DR SW
    LAKEWOOD,WA98493     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 250,000
    GEORGE Y POCOCK ROWING FOUNDATION3320 FUHRMAN AVE E
    SEATTLE,WA98102     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    GIRLS ON THE RUN OF KITSAP COUNTYPO BOX 1003
    TRACYTON,WA98393     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    GREATER METRO PARKS FOUNDATION4702 S 19TH ST
    TACOMA,WA98405     		NONE 509(A)(2) TO SUPPORT IMAGINE EASTSIDE COMMUNITY CENTER 602,500
    GREATER TACOMA COMMUNITY FOUNDATION950 PACIFIC AVENUE SUITE 1100
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,254,302
    GREENTRIKE (FKA CHILDREN'S MUSEUM OF TACOMA)1501 PACIFIC AVE SUITE 202
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,640
    HABITAT FOR HUMANITY OF TACOMAPIERCE COUNTY4824 S TACOMA WAY
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    HILLTOP ARTISTS IN RESIDENCE602 N SPRAGUE AVE
    TACOMA,WA98403     		NONE 509(A)(2) TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS 12,500
    HOPESPARKS6424 N 9TH STREET
    TACOMA,WA98406     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,000
    INJURED MARINE SEMPER FI FUND825 COLLEGE BLVD SUITE 102 PMB 609
    OCEANSIDE,CA92057     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    JUNIOR ACHIEVEMENT OF WASHINGTON1610 PERIMETER ROAD
    TACOMA,WA98001     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 6,875
    KIDS OUT OF CARSPO BOX 1442
    GRAHAM,WA98338     		NONE 509(A)(2) TO BE USED TOWARDS THE HOMELESS CHILDREN IN THE PUYALLUP SCHOOL DISTRICT 10,000
    LEUKEMIA & LYMPHOMA SOCIETY WASHINGTON THE3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,050
    LEWY BODY DEMENTIA ASSOCIATION INC912 KILLIAN HILL ROAD SW
    LILBUM,GA30047     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    LIVING DESERT ZOO AND GARDENS THE47-900 PORTOLA AVENUE
    PALM DESERT,CA92260     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON811 FIRST AVENUE SUITE 620
    SEATTLE,WA98104     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES11390 W OLYMPIC BLVD SUITE 300
    LOS ANGELES,CA90064     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20,000
    MAKE-A-WISH FOUNDATION OF SAN DIEGO INC2440 HOTEL CIRCLE N SUITE 200
    SAN DIEGO,WA92108     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 47,000
    MICHAEL J FOX FOUNDATION THEPO BOX 4777
    NEW YORK,NY101634777     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    MISSION CREATE28419 N 65 LN
    PEORIA,AZ85383     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    MISSPITS RESCUEPO BOX 604
    VAUGHN,WA98394     		NONE 509(A)(2) TO BE USED WHERE THE NEED IS GREATEST 10,000
    MOPS INTERNATIONAL2370 S TRENTON WAY
    DENVER,CO80231     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 11,030
    MOUNTAIN VIEW COMMUNITY CENTER3607 122ND AVE E SUITE A
    EDGEWOOD,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,500
    MOUNTAIN VIEW LUTHERAN CHURCH3505 122ND AVE E
    EDGEWOOD,WA98372     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    MULTICARE HEALTH FOUNDATIONPO BOX 5296
    TACOMA,WA98415     		NONE 509(A)(2) TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 84,872
    MULTICULTURAL CHILD AND FAMILY HOPE CENTER2021 S 19TH STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION383 MAIN AVENUE 5/F
    NORWALK,CT06851     		NONE 509(A)(2) TO FUND RESEARCH FOR MULTIPLE MYELOMA 25,000
    NATIONAL FOOTBALL LEAGUE FOUNDATION345 PARK AVE
    NEW YORK,NY10154     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    NCW VETERANS SERVING VETERANS1250 N WENATCHEE AVE
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    NEW LIFE COMMUNITY DEVELOPMENT AGENCY802 7TH STREET
    BREMERTON,WA98337     		NONE 509(A)(2) TO FUND FITNESS CENTER AT YOUTH AND FAMILY CENTER 25,000
    NORTHWEST INFANT SURVIVAL ALLIANCE SIDS FDN OF WASHINGTON1130 N 4TH
    COEUR DALENE,ID83814     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    NORTHWEST TREK FOUNDATION11610 TREK DRIVE EAST
    EATONVILLE,WA98328     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    NUMERICA PERFORMING ARTS CENTER123 N WENATCHEE AVE
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,864
    NW FURNITURE BANK117 PUYALLUP AVE
    TACOMA,WA98421     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 12,600
    OLIVE CREST2500 116TH AVE NE
    BELLEVUE,WA98004     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,526
    OUTDOORS FOR ALL FOUNDATION6344 NE 74TH STREET SUITE 102
    SEATTLE,WA98115     		NONE 509(A)(2) TO BE DESIGNATED TO THE SNOQUALIME PASS OUTDOORS FOR ALL BUILDING 55,000
    PACIFIC LUTHERAN UNIVERSITYOFFICE OF DEVELOPMENT
    TACOMA,WA98447     		NONE 509(A)(1) TO HELP FUND SPORTS PROGRAMS AND EQUIPMENT 5,000
    PERMISSION TO START DREAMING FOUNDATION3733 ROSEDALE STREET NW SUITE 100
    GIG HARBOR,WA98335     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    PHOTOGRAPHIC CENTER NORTHWEST900 12TH AVE
    SEATTLE,WA98122     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    PLEDGELING FOUNDATION2100 ABBOT KINNEY BLVD SUITE E
    VENICE,CA90291     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 532
    PORTLAND UNIVERSITY OF5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    POSITIVE COACHING ALLIANCE3235 NE 18TH AVE
    PORTLAND,OR97212     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    PRESBYTERIAN CHURCH USA - TRINITY UNITED PRESBYTERIAN CHURCH1615 6TH AVE
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    PUGET SOUND UNIVERSITY OF1500 N WARNER ST
    TACOMA,WA98416     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 8,500
    PUYALLUP FOOD BANK110 23RD STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,500
    PUYALLUP SCHOOL DISTRICT105 7TH ST SW
    PUYALLUP,WA98371     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    RAISING GIRLSPO BOX 7851
    TACOMA,WA98417     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,000
    RAPE FOUNDATION THE1223 WILSHIRE BOULEVARD 410
    SANTA MONICA,CA90403     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 45,000
    REALITY SPORTS FOUNDATION239 W STEWART AVE
    PUYALLUP,WA98371     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,511
    RECOVERY CAFE ORTINGPO BOX 1867113 VARNER AVE SE
    ORTING,WA98360     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    RESCUE MISSION THE425 SOUTH TACOMA WAY
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    ROW FOR THE CUREPO BOX 1923
    LAKE GROVE,OR97035     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 526
    RUSSELL WILSON FOUNDATION DBA WHY NOT YOU FOUNDATION1301 2ND AVE SUITE 1700
    SEATTLE,WA98101     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    SAMARITAN'S PURSE801 BAMBOO ROAD PO BOX 3000
    BOONE,NC28607     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    SEATTLE CHILDREN'S HOSPITAL FOUNDATION4800 SAND POINT WAY NE
    SEATTLE,WA98105     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 151,000
    SEATTLE THEATRE GROUP911 PINE STREET
    SEATTLE,WA981011818     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,588
    SERGE GLOBAL INC101 WEST AVENUE SUITE 305
    JENKINTOWN,PA19046     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 3,000
    SEVEN ACRES FOUNDATION103 BIGHORN WAY BOX 1732
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 212,500
    SHELTER PARTNERSHIP INC520 SO GRAND AVE SUITE 695
    LOS ANGELES,CA90071     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    SOLDIER'S WISHPO BOX 3231
    TULSA,OK74101     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION 10,000
    SOULUMINATION1100 NW 52ND ST
    SEATTLE,WA98107     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    SOUND OUTREACH1106 MARTIN LUTHER KING JR WAY
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,019
    SOUTH SOUND CARE FOUNDATIONPO BOX 1314
    TACOMA,WA98401     		NONE 509(A)(2) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20,000
    SOUTH SOUND CHRISTIAN SCHOOLS DBA TACOMA BAPTIST SCHOOLS2052 S 64TH STREET
    TACOMA,WA98409     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,000
    SPANISH PEAKS COMMUNITY FOUNDATIONPO BOX 161303
    BIG SKY,MT59716     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,000
    STEP BY STEP FAMILY SUPPORT CENTER13407 80TH ST E
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,420
    SUMNER COMMUNITY FOOD BANKPO BOX 475
    SUMNER,WA98390     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    SUNNY SKY'S ANIMAL RESCUE1102 E MAIN ST
    PUYALLUP,WA98372     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    SUPREME FOUNDATION31330 43RD PL SW
    FEDERAL WAY,WA98023     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    TACOMA ART MUSEUM1701 PACIFIC AVE
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 16,000
    TACOMA ATHLETIC COMMISSION INCPO BOX 11304
    TACOMA,WA98411     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 20,500
    TACOMA ROTARY 8 FOUNDATIONPO BOX 1777
    TACOMA,WA98401     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,500
    TACOMA-PIERCE COUNTY CRIME STOPPERS PROGRAM1519 CYPRESS POINT AVE
    TACOMA,WA984666638     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    TENNIS LOVERS FOR CHARITY22117 CATHANN PL
    TORRANCE,CA90503     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 5,000
    THE SOUP LADIESPO BOX 896
    BUCKLEY,WA98321     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 2,500
    UNIVERSITY OF WASHINGTON FOUNDATION (ATHLETICS DEPARTMENT)426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 284,000
    UNIVERSITY OF WASHINGTON FOUNDATION (MEDICINE)426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    UNIVERSITY PLACE PRESBYTERIAN CHURCH8101 27TH ST W
    UNIVERSITY PLACE,WA98466     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 10,110
    WASHINGTON STATE FAIR FOUNDATION110 9TH AVE SW
    PUYALLUP,WA98371     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 51,000
    WE ARE CALVARY AKA CALVARY COMMUNITY CHURCH OF SUMNER15116 GARY STREET EAST
    SUMNER,WA98390     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 500
    WENATCHEE VALLEY COLLEGE FOUNDATION INC130 FIFTH STREET
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 20,510
    WOMEN'S RESOURCE CENTER OF NCW202 PALOUSE ST
    WENATCHEE,WA98801     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 25,000
    YMCA OF PIERCE AND KITSAP COUNTIES1614 SOUTH MILDRED SUITE 1
    TACOMA,WA98465     		NONE 509(A)(2) TO SUPPORT MORGAN FAMILY REBUILD 1,025,937
    YOUNG LIFE3012 S 23RD STREET
    TACOMA,WA98405     		NONE 509(A)(1) TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 3,588
    YOUTH FOR CHRIST USA INC - YOUTH FOR CHRIST TACOMA AREA INCPO BOX 834
    TACOMA,WA98401     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 13,500
    Total ...............................bullet 3a 6,473,971
    bApproved for future payment
    AMPUTEE BLADE RUNNERS356 24TH AVE N SUITE 300
    NASHVILLE,TN37203     		NONE 509(A)(2) TO HELP FUND FOUR AMPUTEE LEGS 50,000
    BELLARMINE PREPATORY SCHOOL2300 S WASHINGTON ST
    TACOMA,WA98405     		NONE 509(A)(1) TO SUPPORT MEMORIAL FIELD SPORTS COMPLEX & NAMES GYM UPGRADES 400,000
    CASCADE CHRISTIAN SCHOOLS815 21ST STREET SE
    PUYALLUP,WA98372     		NONE 509(A)(1) TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL 200,000
    CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEYPO BOX 3051
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 15,000
    CHILDREN'S HOSPITAL LOS ANGELES4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    COFFEE OASIS THE837 4TH ST
    BREMERTON,WA98337     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE9600 VETERANS DR SW
    LAKEWOOD,WA98493     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 250,000
    GREATER TACOMA COMMUNITY FOUNDATION950 PACIFIC AVENUE SUITE 1100
    TACOMA,WA98402     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 1,054,198
    LIFE CHRISTIAN ACADEMY1717 S UNION AVE
    TACOMA,WA98405     		NONE 509(A)(1) TO SUPPORT COVERED PLAYGROUND, ARTIFICIAL TURF PLAY FIELD & RECREATION SHELTER 70,000
    MAKE-A-WISH FOUNDATION OF SAN DIEGO INC2440 HOTEL CIRCLE N SUITE 200
    SAN DIEGO,WA92108     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 30,000
    MULTICARE HEALTH FOUNDATIONPO BOX 5296
    TACOMA,WA98415     		NONE 509(A)(2) TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 50,000
    MULTICULTURAL CHILD AND FAMILY HOPE CENTER2021 S 19TH STREET
    TACOMA,WA98405     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 100,000
    SEATTLE CHILDREN'S HOSPRESEARCH-CANCER THERAPY GYM (#3 OF 4)4800 SAND POINT WAY NE
    SEATTLE,WA98105     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 50,000
    SEVEN ACRES FOUNDATION103 BIGHORN WAY BOX 1732
    CHELAN,WA98816     		NONE 509(A)(2) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    WASHINGTON UNIV-ATHLETICSBASKETBALL LOCKER RMS426 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		NONE 509(A)(1) TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION 200,000
    Total ................................bullet 3b 2,919,198

    TY 2020 AccountingFeesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 63,457 15,865   47,592

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE BONDS 5,129,937 5,129,937

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - EXCHANGE TRADED FUNDS 6,326,490 6,326,490
    INVESTMENTS - MARKET SECURITIES 92,172,366 92,172,366

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    8,483,931
    State & Local Government Securities - End of Year Fair Market Value:


    8,483,931


    TY 2020 InvestmentsOtherSchedule2
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS - STEPSTONE PRIVATE EQUITY LP FMV 5,093 5,093
    INVESTMENTS - HAMILTON LANE PRIVATE EQUITY FUND X LP FMV 2,651,768 2,651,768
    INVESTMENTS - HAMILTON LANE CO-INVESTMENT FUND IV LP FMV 7,125,535 7,125,535
    INVESTMENTS - HAMILTON LANE SECONDARY FUND V LP FMV 1,934,858 1,934,858
    INVESTMENTS - HAMILTON LANE STRATEGIC OPPORTUNITIES FUND V LP FMV 1,324,591 1,324,591
    INVESTMENTS - HAMILTON LANE INFRASTRUCTURE OPPORTUNITIES FUND LP FMV 1,056,623 1,056,623
    INVESTMENTS - OTHER ASSETS FMV 2,769,688 2,769,688

    TY 2020 LegalFeesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,617 0   5,617


    TY 2020 OtherDecreasesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Description Amount
    UBTI LOSS FROM PASSTHROUGHS 89,934


    TY 2020 OtherExpensesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 185 0   185
    CONSULTING FEES 19,857 0   19,857
    CONFERENCE EXPENSE 100 0   100
    DUES AND SUBSCRIPTIONS 6,000 0   6,000
    GIFTS 554 0   0
    INSURANCE 5,636 0   5,636
    LICENSE 11 0   11
    OFFICE SUPPLIES 3,209 0   3,209
    PAYROLL PROCESSING FEES 2,194 0   2,194
    SYNDICATION COSTS FROM PASSTHROUGHS 33,592 33,592   0
    OTHER DEDUCTIONS FROM PASSTHROUGHS 90,694 90,694   0
    MEALS 1,274 0   637
    MOVING EXPENSES 12,500 0   12,500
    EQUIPMENT 7,094 0   7,094
    FURNISHINGS 6,649 0   6,649
    TRAINING 300 0   300
    WEB DESIGN 4,813 0   4,813
    SOFTWARE 8,314 0   8,314
    NET RENTAL REAL ESTATE LOSS FROM PASSTHROUGHS 228 228   0


    TY 2020 OtherIncomeSchedule2
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EQUITY PARTNERSHIP INVESTMENTS   2,241  
    RETURNED GRANTS 4,834   4,834


    TY 2020 OtherIncreasesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Description Amount
    UNREALIZED APPRECIATION ON INVESTMENTS 18,177,155


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 238,152 222,116   16,036
    PROFESSIONAL FEES FROM PASSTHROUGHS 243,637 243,637   0


    TY 2020 TaxesSchedule
    Name:
    NAMES FAMILY FOUNDATION
    EIN:
    94-3250195
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 77,851 0   0
    FOREIGN INCOME TAX WITHELD - SCHWAB 8,638 8,638   0
    PAYROLL TAXES 16,457 0   16,457
    FOREIGN INCOME TAX WITHELD FROM PASSTHROUGHS 477 477   0
    STATE EXCISE TAXES 14 0   0