Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$140,756,726J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 725 50  
4 Dividends and interest from securities... 1,912,661 2,257,024  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 825,459
b Gross sales price for all assets on line 6a 19,473,862
7 Capital gain net income (from Part IV, line 2)... 1,910,930
8 Net short-term capital gain.........  
9 Income modifications...........  
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
List of Attached Documents:
// Content
61,910 48,097  
12 Total. Add lines 1 through 11........ 2,800,755 4,216,101  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,542 25,000   143,542
14 Other employee salaries and wages...... 166,915 3,000   163,915
15 Pension plans, employee benefits....... 77,031 1,155   75,876
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,877 0   2,877
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,936 25,315   47,596
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
339,181 265,969   51,821
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
94,466 1,532   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 21,666 0   21,666
22 Printing and publications.......... 5,386 0   5,386
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,775 507,867   59,775
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,011,775 829,838   572,454
25 Contributions, gifts, grants paid....... 6,097,588 6,097,588
26 Total expenses and disbursements. Add lines 24 and 25 7,109,363 829,838   6,670,042
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,308,608
b Net investment income (if negative, enter -0-) 3,386,263
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 425,997 715,295 715,295
2 Savings and temporary cash investments......... 7,455,278 4,467,209 4,467,209
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,696,936 Click to see attachment
List of Attached Documents:
// Content
8,219,075 		8,219,075
b Investments—corporate stock (attach schedule)....... 126,519,427 Click to see attachment
List of Attached Documents:
// Content
91,514,462 		91,514,462
c Investments—corporate bonds (attach schedule)....... 5,886,140 Click to see attachment
List of Attached Documents:
// Content
4,640,853 		4,640,853
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,450,677 Click to see attachment
List of Attached Documents:
// Content
31,199,832 		31,199,832
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 173,434,455 140,756,726 140,756,726
Liabilities 17 Accounts payable and accrued expenses..........   254
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 254
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 173,434,455 140,756,472
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 173,434,455 140,756,472
30 Total liabilities and net assets/fund balances (see instructions). 173,434,455 140,756,726
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
173,434,455
2
Enter amount from Part I, line 27a .....................
2
-4,308,608
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
169,125,847
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
28,369,375
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
140,756,472
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICLY TRADED SECURITIES   2022-01-01 2022-12-31
b PUBLICLY TRADED SECURITIES D 2022-01-01 2022-12-31
c GAINS FROM ALTERNATIVE INVESTMENTS P 2022-01-01 2022-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,772,594   17,825,329 -1,052,735
b 2,701,268   661,878 2,039,390
c 924,275     924,275
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,052,735
b       2,039,390
c       924,275
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,910,930
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 47,069
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 47,069
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 47,069
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 65,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 82,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 403
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,028
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow35,028 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.NAMESFOUNDATION.ORG
14
The books are in care ofright arrowPATRICIA SHULTS Telephone no.right arrow (253) 566-7000

Located atright arrow1019 REGENTS BLVD 201FIRCRESTWA ZIP+4right arrow98466
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		168,542 38,805 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
KIM HEGARDT BOARD PRESIDENT
5.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
RICK NAMES VICE PRESIDENT
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
ERIN SHAGREN TREASURER
3.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
MONICA NAMES-KING SECRETARY
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
PAULA LARKIN TRUSTEE
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
KAPPY NAMES TRUSTEE
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
TRINA GOHRICK TRUSTEE
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,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
CATHRINA HARVEY-TURNER BOOKKEEPER
20.00 		59,659 35,862 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
LINSEY SAUER GRANTS MANAGER
40.00 		82,601 2,364 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE INVESTMENT MANAGEMENT 265,269
1420 FIFTH AVE SUITE 3020
SEATTLE,WA98101
HAMILTON LANE INVESTMENT MANAGEMENT 131,679
6900 EAST LAYTON AVE SUITE 1400
DENVER,CO80237
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
114,025,317
b
Average of monthly cash balances.......................
1b
5,071,189
c
Fair market value of all other assets (see instructions)................
1c
24,450,677
d
Total (add lines 1a, b, and c).........................
1d
143,547,183
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
143,547,183
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,153,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
141,393,975
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,069,699
Part X
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 IX, line 6..................
1
7,069,699
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
47,069
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
753
c
Add lines 2a and 2b............................
2c
47,822
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,021,877
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,021,877
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 XII, line 1 ...
7
7,021,877
Part XI
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
6,670,042
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
6,670,042
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,021,877
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 4,930,877
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 6,670,042
a Applied to 2021, but not more than line 2a 4,930,877
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 2022 distributable amount..... 1,739,165
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		5,282,712
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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:
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:
THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

2ND CYCLE COMMUNITY BICYCLE SHOP

1205 MARTIN LUTHER KING JR WAY
TACOMA,WA98405 		  PC SECOND CYCLE COMMUNITY BICYCLE CENTER 5,000

A PLACE CALLED HOME

2830 SOUTH CENTRAL AVENUE
LOS ANGELES,CA90011 		  PC GENERAL OPERATING SUPPORT 5,000

ALATHEIA RIDING CENTER

2170 SLEEPY HOLLOW HEIGHTS
WENATCHEE,WA98801 		  PC WARRIORS AND HORSES VETERANS PROGRAM 10,000

ALATHEIA RIDING CENTER

2170 SLEEPY HOLLOW HEIGHTS
WENATCHEE,WA98801 		  PC GENERAL OPERATING SUPPORT 5,000

ALZHEIMER'S ASSOCIATION WASHINGTON STATE CHAPTER

635 ANDOVER PARK W STE 202
TUKWILA,WA98188 		  PC ALZ CARES FOR PIERCE COUNTY 10,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		  PC HURRICANE IAN MATCHING GIFT 500

AMPUTEE BLADE RUNNERS

410 42ND AVENUE NORTH STE 207
NASHVILLE,TN37209 		  PC RUNNING LEGS FOR ACTIVE AMPUTEES 20,000

AMPUTEE BLADE RUNNERS

410 42ND AVENUE NORTH STE 207
NASHVILLE,TN37209 		  PC RUNNING LEGS FOR ACTIVE AMPUTEES 50,000

ANGEL ONE FOUNDATION

17404 MERIDIAN E F 254
PUYALLUP,WA98375 		  PC GENERAL OPERATING SUPPORT 1,000

ANGEL WINGS FOUNDATION

PO BOX 7350
BONNEY LAKE,WA98391 		  PC HOPE DAY 2022 5,000

BAR X PROJECT INC

345 JOHNNY BOY
BERLIN,NJ08009 		  PC 2023 KINGSFISHER LODGE RETREAT 30,000

BELLARMINE PREPARATORY SCHOOL

2300 SOUTH WASHINGTON
TACOMA,WA98405 		  PC ANNUAL FUND FOR TUITION ASSISTANCE 2022 1,000

BETHANY CHRISTIAN CHURCH

93 N BALDWIN AVENUE
SIERRA MADRE,CA91024 		  PC 2022 DONATION MATCH 772

BETHANY CHRISTIAN CHURCH

93 N BALDWIN AVENUE
SIERRA MADRE,CA91024 		  PC GENERAL OPERATING SUPPORT FOR BETHANY CHRISTIAN SCHOOL 50,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 SOUTH 66TH STREET SUITE 101
TACOMA,WA98409 		  PC HEALTHY LIFESTYLES: SOCIAL-EMOTIONAL AND PHYSICAL WELLNESS 90,000

CAMP KOREY

24880 BROTHERHOOD ROAD
MOUNT VERNON,WA98274 		  PC 2022 FALL FAMILY WEEKENDS 20,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		  PC CAMP SPARKLE (FOR CAMPERS AGES 5-12 AND TEEN JUNIOR COUNSELORS) 15,000

CASCADE CHRISTIAN SCHOOLS

815 21ST ST SE
PUYALLUP,WA98372 		  PC FIELDS OF DREAMS CAPITAL CAMPAIN 200,000

CASHMERE SCHOOLS FOUNDATION

PO BOX 177
MONITOR,WA98836 		  PC ATHLETIC SCHOLARSHIPS 1,500

CATALYST PUBLIC SCHOOLS

1305 IRONSIDES AVE
BREMERTON,WA98310 		  PC MATCHING GIFT FOR PLAYGROUND 500

CHEETAH ATHLETIC ASSOCIATION

4221 BROWNS PT BLVD
TACOMA,WA98422 		  PC GENERAL SUPPORT 10,000

CHELAN COUNTY FIRE DISTRICT 9 AUXILIARY

14193 CHIWAWA LOOP RD UNIT 3
LEAVENWORTH,WA98826 		  PC EQUIPMENT AND SUPPLIES 2,000

CHELAN DOUGLAS COUNTY CASAGAL PROGRAM

PO BOX 2027
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT AND CHILD ENRICHMENT 10,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

1575 NORTHEAST EXPRESSWAY
ATLANTA,GA30329 		  PC UGA MIRACLE BENEFITING CHILDREN'S HEALTHCARE OF ATLANTA 10,000

CHILDREN'S HOME SOCIETY OF WASHINGTON

2611 NE 125TH STREET SUITE 225
SEATTLE,WA98125 		  PC BE A SWEETHEART FOR KIDS DRIVE 500

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BLVD
LOS ANGELES,CA90027 		  PC EARLY PHASE CLINICAL TRIALS PROGRAM 600,000

COLLEGE SUCCESS FOUNDATION - TACOMA

3223 N 13TH STREET
TACOMA,WA98406 		  PC MATCHING GRANT 2022 - REGIONAL SUPPORT, TACOMA 500

COLLEGE SUCCESS FOUNDATION - TACOMA

3223 N 13TH STREET
TACOMA,WA98406 		  PC GENERAL SUPPORT - TACOMA 1,000

COMMUNITIES IN SCHOOLS OF PUYALLUP

302 SECOND ST SE
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 10,000

COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON

9 S WENATCHEE AVE
WENATCHEE,WA98801 		  PC NICHOLAS H VITULLI MEMORIAL FUND MATCH 4,000

CREATIVE PLAYER SPORTS FOUNDATION

2461 ARTY AVE
CHARLOTTE,NC28208 		  PC GENERAL OPERATING SUPPORT 5,000

CROHN'S & COLITIS FOUNDATION INC

733 THIRD AVE SUITE 510
NEW YORK,NY10017 		  PC CAMP OASIS 7,000

CURE CHILDHOOD CANCER INC

200 ASHFORD CENTER NORTH SUITE 250
ATLANTA,GA30338 		  PC MATCHING GRANT 2022 1,000

DEFEAT MSA ALLIANCE

29924 JEFFERSON AVE
ST CLAIR SHORES,MI48082 		  PC IN HONOR OF JAMES KENNETH ANDERSON 500

DIERINGER SCHOOL DISTRICT

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC LAKE TAPPS ELEMENTARY ATHLETIC AND PE EQUIPMENT 5,000

EMPOWERMENT THROUGH CONNECTION

PO BOX 589
GRAHAM,WA98338 		  PC SCHOLARSHIPS FOR HIPPOTHERAPY 20,000

FALLBROOK SPORTS ASSOCIATION

PO BOX 503
FALLBROOK,CA92088 		  PC GENERAL OPERATING SUPPORT 5,000

FOOD ON FOOT

7119 W SUNSET BLVD 290
LOS ANGELES,CA90046 		  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE

9600 VETERANS DRIVE SW
LAKEWOOD,WA98493 		  PC GENERAL OPERATING SUPPORT 10,000

FRIENDS OF KEXP

472 1ST AVE N
SEATTLE,WA98109 		  PC GENERAL SUPPORT - MATCH OF 2021 GIFTS 573

GAME TIME

5508 PACIFIC AVE STE B
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT AND MENTAL HEALTH PROGRAMS 100,000

GIG HARBOR CANOE KAYAK RACING TEAM

PO BOX 1097
GIG HARBOR,WA98335 		  PC COMMUNITY PADDLERS DOCK ("CPD") CONSTRUCTION & BOATHOUSE BUILDOUT 125,000

GIRLS ON THE RUN WESTSOUND

PO BOX 1003
TRACYTON,WA98393 		  PC GENERAL OPERATING SUPPORT 15,000

GLOBAL IMPACT (FS FOR REFUSE TO QUIT)

1199 NORTH FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		  PC REFUSE TO QUIT GENERAL OPERATING SUPPORT 5,000

GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION

4702 S 19TH STREET
TACOMA,WA98405 		  PC PORTLAND AVENUE BUILDING AND PARK IMPROVEMENTS 38,100

GREATER TACOMA COMMUNITY FOUNDATION

950 PACIFIC AVENUE SUITE 1100
TACOMA,WA98402 		  PC FIRCREST POOL AND COMMUNITY CENTER REPLACEMENT CAMPAIGN 955,589

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		  PC MORE THAN A MUSEUM 250,000

HARMONY PROJECT

4322 WILSHIRE BLVD SUITE 101
LOS ANGELES,CA90010 		  PC GENERAL OPERATING SUPPORT 5,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		  PC TEAM PRODUCTION 12,500

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		  PC GENERAL OPERATING SUPPORT 1,000

JDRF INTERNATIONAL

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC GINGERBREAD EVENT 2022 MATCH 500

JUMPSTART ENTERPRISES DBA TRINITY NEIGHBORHOOD CLINIC

1615 6TH AVENUE
TACOMA,WA98405 		  PC YOUTH SPORTS PHYSICAL PROGRAMS 5,000

KIDS OUT OF CARS

PO BOX 1442
GRAHAM,WA98338 		  PC KIDS OUT OF CARS 15,000

KITSAP COMMUNITY FOUNDATION

PO BOX 3670
SILVERDALE,WA98383 		  PC WOMEN'S GIVING CIRCLE MATCH 1,000

LAKE CHELAN RECREATION DEVELOPMENT FOUNDATION

PO BOX 202
CHELAN,WA98816 		  PC LAKE CHELAN RESEARCH INSTITUTE - WATER QUALITY RESEARCH 500

LAKE TAPPS ELEMENTARY SCHOOL PTA

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC WALK 258

LAKE TAPPS ELEMENTARY SCHOOL PTA

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC WALK-A-THON MATCH 2,060

LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION

5256 S MISSION RD SUITE 1210
BONSALL,CA92003 		  PC GENERAL ACCOUNT 875

LEND A HAND COMMUNITY OUTREACH

11012 CANYON RD E STE 8 110
PUYALLUP,WA98373 		  PC GENERAL OPERATING SUPPORT 10,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130 131ST ST S
TACOMA,WA98444 		  PC GENERAL OPERATING SUPPORT 10,000

LITTLE LEAGUE BASEBALL INC

5795 SE HAVGAARD RD
OLALLA,WA98359 		  PC SKILLFEST 250

LITTLE LEAGUE BASEBALL INC

5795 SE HAVGAARD RD
OLALLA,WA98359 		  PC SKILLFEST 500

LOS ANGELES HOUSE OF RUTH

605 N CUMMINGS ST
LOS ANGELES,CA90033 		  PC GENERAL OPERATING SUPPORT 5,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WINE AND WISHES GALA MATCH 4,500

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WISHES 30,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC GENERAL OPERATING SUPPORT, WISHES, EMERGING LEADERS COUNCIL 20,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WINE AND WISHES DONATION MATCH 2022 250

MAKE-A-WISH FOUNDATION GREATER LOS ANGELES

11390 W OLYMPIC BLVD SUITE 300
LOS ANGELES,CA90064 		  PC WISHES 10,000

MATTER'S ATHLETIC

12611 CALLE DE LA SIENA
SAN DIEGO,CA92130 		  PC GENERAL OPERATING SUPPORT 25,000

MATTER'S ATHLETIC

12611 CALLE DE LA SIENA
SAN DIEGO,CA92130 		  PC GENERAL OPERATING SUPPORT 17,500

MATTER'S ATHLETIC

12611 CALLE DE LA SIENA
SAN DIEGO,CA92130 		  PC GENERAL OPERATING SUPPORT 1,000

MCDOWELL SONORAN CONSERVANCY

8175 EAST EVANS ROAD 12817
SCOTTSDALE,AZ85260 		  PC GENERAL OPERATING SUPPORT - MATCHING ARIZONA GIVES 1,000

MIRACLEFEET

107 CONNOR DRIVE SUITE 230
CHAPEL HILL,NC27514 		  PC GENERAL OPERATING SUPPORT 5,000

MISSION RIDGE SKI EDUCATION FOUNDATION

25 N WENATCHEE AVE
WENATCHEE,WA98801 		  PC MISSION RIDGE SKI TEAM 2022 MATCH 5,000

MISSPITS RESCUE

PO BOX 46
ROCHESTER,WA98579 		  PC GENERAL OPERATING SUPPORT 20,000

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E A
EDGEWOOD,WA98372 		  PC GENERAL OPERATING SUPPORT 10,000

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E A
EDGEWOOD,WA98372 		  PC MATCHING DONATIONS FROM DENIM AND DIAMONDS FUNDRAISER 2,500

MOUNTAIN VIEW LUTHERAN CHURCH

3505 122ND AVE E
EDGEWOOD,WA98372 		  PC CAMPAIGN LIVING HOPE, PAST PRESENT & FUTURE 4,800

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDREN'S COURAGE 500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDRENS HOSPITAL CAPITAL CAMPAIGN BEHAVIORAL HEALTH 50,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDREN'S COURAGE 500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER 100,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDRENS HOSPITAL CAPITAL CAMPAIGN 25,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC NICU SUPPORT AND MARY BRIDGE GENERAL OPERATING SUPPORT 10,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CHILDREN'S COURAGE 500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC FESTIVAL OF TREES 5,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC FESTIVAL OF TREES 2022 MATCH 2,500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC FESTIVAL OF TREES - MARK SHAGREN TREE AND GALA EVENT MATCH 8,500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC START UNIT OPERATING GRANT 30,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE FIFTH FLOOR
NORWALK,CT06851 		  PC THE MMRF PREVENTION PROJECT INITIATIVE 25,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE FIFTH FLOOR
NORWALK,CT06851 		  PC MYDRUG AND CURECLOUD 25,000

MUSEUM OF GLASS

1801 DOCK STREET
TACOMA,WA98402 		  PC HOT SHOP HEROES: THERAPEUTIC GLASSMAKING CLASSES FOR SOLDIERS AND VETERANS WITH PTSD AND TBI 15,000

NATIONAL EATING DISORDERS ASSOCIATION (NEDA)

3308 PRESTON ROAD SUITE 350-111
PLANO,TX75093 		  PC GENERAL OPERATING SUPPORT 10,000

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 61489
VANCOUVER,WA98666 		  PC FY23 NWABA PUGET SOUND PROGRAMMING 15,000

NORTHWEST BATTLE BUDDIES

PO BOX 2511
BATTLE GROUND,WA98604 		  PC GENERAL OPERATING SUPPORT FOR NORTHWEST BATTLE BUDDIES 5,000

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA98102 		  PC GENERAL OPERATING SUPPORT MATCH 527

NORTHWEST PANDASPANS NETWORK (NWPPN)

PO BOX 19511
PORTLAND,OR97280 		  PC GENERAL OPERATING SUPPORT 5,000

NW FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA98421 		  PC GENERAL OPERATING SUPPORT 2,500

NW FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA98421 		  PC GENERAL OPERATING SUPPORT 1,000

ONLY7SECONDS

312 E TROW AVE SUITE 201B
CHELAN,WA98816 		  PC NOVEMBER 2022 MATCH 520

ONLY7SECONDS

312 E TROW AVE SUITE 201B
CHELAN,WA98816 		  PC GENERAL OPERATING SUPPORT 25,000

ONLY7SECONDS

312 E TROW AVE SUITE 201B
CHELAN,WA98816 		  PC NOVEMBER 2022 MATCHING GIFT 520

OUTDOORS FOR ALL FOUNDATION

6344 NE 74TH ST SUITE 102
SEATTLE,WA98115 		  PC GENERAL OPERATING SUPPORT 5,000

PACIFIC BALLROOM DANCE

1604 15TH ST SW 109
AUBURN,WA98001 		  PC GENERAL OPERATING SUPPORT 10,000

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA98447 		  PC SOCCER TEAM 500

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA98447 		  PC IN MEMORY OF JIM VAN BEEK 1,000

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA98447 		  PC SOCCER TEAM - WOMEN / MEN SPLIT 2,000

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA98447 		  PC GENERAL LUTE CLUB FUND IN HONOR OF JIM VAN BEEK 10,000

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA98447 		  PC PLU CARE-CENTER COACHING FOR YOUTH PROGRAMS: SUCCESS SOCCER CAMP AND KINESIOLOGY SUMMER COACHING INSTITUTE 15,100

PERMISSION TO START DREAMING (PTSD) FOUNDATION

3733 ROSEDALE STREET NW SUITE 100
GIG HARBOR,WA98335 		  PC WARRIOR PATHH PROGRAM: TRANSFORMING TOTAL BODY HEALTH THROUGH WELLNESS PHYSICAL TRAINING AND PRACTICES 15,000

PHOTOGRAPHIC CENTER NORTHWEST

900 12TH AVE
SEATTLE,WA98122 		  PC TUITION SCHOLARSHIPS 10,000

PROJECT FREEDOM RIDE

309 GARDENIA DR
EVANS,GA30809 		  PC GENERAL OPERATING SUPPORT 5,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC GENERAL OPERATING SUPPORT 5,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC UNRESTRICTED SUPPORT FOR COLORADO WORK 1,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC GENERAL OPERATING SUPPORT 1,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC STRENGTH AND CONDITIONING EQUIPMENT 5,000

SALT RIVER WILD HORSE MANAGEMENT GROUP INC

4610 N 68TH ST UNIT 477
SCOTTSDALE,AZ85251 		  PC GENERAL OPERATING SUPPORT - ARIZONA GIVES MATCH 1,000

SEATTLE CHILDRENS HOSPITAL FOUNDATION

PO BOX 5371 M/S 818-S
SEATTLE,WA98145 		  PC GENERAL OPERATING SUPPORT FOR BEN TOWNE CENTER FOR CHILDHOOD CANCER RESEARCH 40,000

SEATTLE CHILDRENS HOSPITAL FOUNDATION

PO BOX 5371 M/S 818-S
SEATTLE,WA98145 		  PC CHILD & ADOLESCENT MENTAL HEALTH PROGRAM 300,000

SEATTLE CHILDRENS HOSPITAL FOUNDATION

PO BOX 5371 M/S 818-S
SEATTLE,WA98145 		  PC HOPE & IMMUNOTHERAPY FOR KIDS WITH CANCER 100,000

SEATTLE THEATRE GROUP

911 PINE ST
SEATTLE,WA98101 		  PC DOORS: OPENING DOORS TO THE ARTS 2,500

SERVE WENATCHEE VALLEY

PO BOX 5543
WENATCHEE,WA98807 		  PC FRESH HOPE MARKET MATCH 1,500

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC 2022 MATCHING GIFT 250

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC BUILDING FUND - RAISE THE ROOF 1,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC NOVEMBER 2022 MATCHING GIFT 500

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC NOVEMBER 2022 MATCHING GIFT 5,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC COMMUNITY CENTER AT LAKE CHELAN 50,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC COMMUNITY CENTER AT LAKE CHELAN - JULY 2022 25,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC 2022 MATCHING GIFT 250

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC THE COMMUNITY CENTER AT LAKE CHELAN 100,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC BUILDING FUNDS - RAISE THE ROOF 5,000

SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION

3281 BANNER RD SE
PORT ORCHARD,WA98366 		  PC GENERAL OPERATING SUPPORT 3,000

SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION

3281 BANNER RD SE
PORT ORCHARD,WA98366 		  PC 2022 MATCHING GRANT 1,000

SOUTH SOUND CARE FOUNDATION

PO BOX 1314
TACOMA,WA98401 		  PC COMPASSIONATE USE/EXPANDED ACCESS 20,000

SOUTH SOUND CHRISTIAN SCHOOLS

2310 S 66TH STREET
TACOMA,WA98409 		  PC RESURFACING AND BRANDING NEW GYM FLOOR 20,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 25,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC FUND A NEED 10,000

SUNNY SKY'S ANIMAL RESCUE

4227 S MERIDIAN C335
PUYALLUP,WA98373 		  PC GENERAL OPERATING SUPPORT 10,000

SUPREME FOUNDATION

31330 43RD PLACE SW
FEDERAL WAY,WA98023 		  PC GENERAL OPERATING SUPPORT 25,000

TACOMA ARTS LIVE

1001 S YAKIMA AVE SUITE 1
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 10,000

TACOMA ATHLETIC COMMISSION

P O BOX 11304
TACOMA,WA98411 		  PC SALUTE TO SPORTS SCHOLARSHIPS 30,000

TACOMA PIERCE COUNTY HABITAT FOR HUMANITY

4824 SOUTH TACOMA WAY
TACOMA,WA98409 		  PC AMERICAN LAKE TOWNHOMES BUILD IN HONOR OF BOB HALL 100,000

TACOMA PUBLIC SCHOOL

3101 S 43RD STREET
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT FOR INDIAN EDUCATION PROGRAMS 10,000

TAKING THE REINS

3919 1/2 RIGALI AVE
LOS ANGELES,CA90039 		  PC RAISING THE BARN CAPITAL CAMPAIGN 77,500

THE ASPEN INSTITUTE INC

2300 N STREET NW 700
WASHINGTON,DC20037 		  PC CONTRACT SERVICES FOR A YEAR-LONG RESEARCH PROJECT TO CONDUCT AND PRODUCE THE TACOMA PIERCE COUNTY STATE OF PLAY REPORT. 185,000

THE BRAVE WARRIOR PROJECT

PO BOX 3221
WENATCHEE,WA98801 		  PC THERAPEUTIC RECREATION DREAM 25,000

THE COFFEE OASIS

837 4TH STREET
BREMERTON,WA98337 		  PC COFFEE OASIS PIERCE COUNTY CAPITAL CAMPAIGN - SHELTER 150,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 250

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC YOUTH SCHOLARSHIP FUND 50,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC HARBOTTLE DONATION MATCH 9,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 1,500

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 250

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC HARBOTTLE DONATION MATCH 2,500

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 1,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 1,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN DONATION 1,000

THE MICHAEL J FOX FOUNDATION

111 WEST 33RD STREET 10TH FLOOR
NEW YORK,NY10120 		  PC PARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE AND PATIENTS 175,000

THE MICHAEL J FOX FOUNDATION

111 WEST 33RD STREET 10TH FLOOR
NEW YORK,NY10120 		  PC PARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE AND PATIENTS OCTOBER GRANT 40,000

THE RAPE FOUNDATION

1223 WILSHIRE BOULEVARD 410
SANTA MONICA,CA90403 		  PC 24 HOUR EMERGENCY CARE CLINIC AND STUART HOUSE 50,000

THE RESCUE MISSION

PO BOX 1912
TACOMA,WA98401 		  PC GENERAL OPERATING SUPPORT 2,000

THE RESCUE MISSION

PO BOX 1912
TACOMA,WA98401 		  PC GENERAL OPERATING SUPPORT 5,000

THE TRUST FOR PUBLIC LAND

901 5TH AVENUE SUITE 1520
SEATTLE,WA98164 		  PC GREENS SCHOOLYARDS TACOMA 752,106

THE YAKIMA YOUTH GOLF ORGANIZATION

PO BOX 787
YAKIMA,WA98907 		  PC FIRST TEE CENTRAL WASHINGTON AT WENATCHEE VALLEY 5,000

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		  PC GENERAL OPERATING SUPPORT 1,000

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		  PC PILOT ATHLETIC FUND MATCHING GIFT 500

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1067
TACOMA,WA98416 		  PC UNIVERSITY OF PUGET SOUND WELLNESS PROGRAMMING FOR STUDENT - ATHLETES 25,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1067
TACOMA,WA98416 		  PC 2022 MATCH OF LOGGER DAY CHALLENGE 1,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		  PC HUSKY BAND / CHEER SQUAD MATCHING GIFT 2,500

UNIVERSITY OF WASHINGTON FOUNDATION (SCHOOL OF MEDICINE)

BOX 358045
SEATTLE,WA98195 		  PC TDP-43 BIOMARKER DEVELOPMENT PROJECT 20,000

UNIVERSITY OF WASHINGTON FOUNDATION (SCHOOL OF MEDICINE)

BOX 358045
SEATTLE,WA98195 		  PC TMS SIMULATION TRIAL RESEARCH 20,000

UNIVERSITY OF WASHINGTON FOUNDATION ON BEHALF OF SCHOOL OF ART ART HISTORY

407 GERBERDING HALL BOX 351210
SEATTLE,WA98195 		  PC JACOB LAWRENCE GALLERY CAPITAL SUPPORT: ART CAPITAL CAMPAIGN 50,000

USTA PACIFIC NORTHWEST SECTION

9746 SW NIMBUS AVENUE
BEAVERTON,OR97008 		  PC GALBRAITH TENNIS CENTER YOUTH SCHOLARSHIPS 10,000

VIKINGS BASEBALL CLUB

PO BOX 755
PUYALLUP,WA98371 		  PC 2022 SPRING DIAMOND DINNER 1,500

WAHOOPS

14705 MERIDIAN EAST
PUYALLUP,WA98375 		  PC LEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAM 10,000

WAKE FOR WARRIORS

727 LEE RD 339
SALEM,AL36874 		  PC GENERAL OPERATING SUPPORT 10,000

WASHINGTON STATE FAIR FOUNDATION

110 9TH AVE SW
PUYALLUP,WA98371 		  PC TOM ABSHER SCHOLARSHIP FUND MATCH 1,000

WASHINGTON TRAILS ASSOCIATION

705 2ND AVE SUITE 300
SEATTLE,WA98104 		  PC OUTDOOR LEADERSHIP TRAINING (OLT) - PIERCE COUNTY EXPANSION 15,000

WASHINGTON YOUTH SOCCER FOUNDATION

7100 FORT DENT WAY SUITE 215
TUKWILA,WA98188 		  PC LET HER PLAY / LET HER COACH 10,000

WASHINGTON YOUTH SOCCER FOUNDATION

7100 FORT DENT WAY SUITE 215
TUKWILA,WA98188 		  PC SOCCER FOR ALL 50,000

WE ARE CALVARY

15116 GARY STREET EAST
SUMNER,WA98390 		  PC 2022 FOOD BANK MATCH - (SUMNER / BONNEY LAKE) 1,000

WE ARE CALVARY

15116 GARY STREET EAST
SUMNER,WA98390 		  PC GIVING TREE GIFTS 500

WELLNESS PLACE

PO BOX 1802
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT 750

WENATCHEE VALLEY COLLEGE FOUNDATION INC

1300 FIFTH ST WENATCHI HALL THIRD
FLOOR
WENATCHEE,WA98801 		  PC FINISH LINE SCHOLARSHIP 500

WENATCHEE VALLEY COLLEGE FOUNDATION INC

1300 FIFTH ST WENATCHI HALL THIRD
FLOOR
WENATCHEE,WA98801 		  PC STUDENT ATHLETE SUPPORT 20,000

WENATCHEE VALLEY COLLEGE FOUNDATION INC

1300 FIFTH ST WENATCHI HALL THIRD
FLOOR
WENATCHEE,WA98801 		  PC WALT F. HORAN III MUSIC SCHOLARSHIP MATCH 2,500

WENATCHEE VALLEY COLLEGE FOUNDATION INC

1300 FIFTH ST WENATCHI HALL THIRD
FLOOR
WENATCHEE,WA98801 		  PC WALT HORAN SCHOLARSHIP 2,000

WENATCHEE VALLEY COMMUNITY TOY DRIVE

595 GRANT ROAD 3-67
EAST WENATCHEE,WA98802 		  PC 2022 TOY DRIVE MATCHING GIFT 1,000

WESTERN WASHINGTON UNIVERSITY FOUNDATION

516 HIGH STREET MS 9034
BELLINGHAM,WA98225 		  PC GIVE DAY MATCH - HISTORY DEPARTMENT / RECREATION MANAGEMENT 1,000

WHITTIER PTA 109235

777 ELM TREE LANE
FIRCREST,WA98466 		  PC ELEMENTARY FIELD TRIP REQUEST 10,000

WOMEN'S RESOURCE CENTER OF NCW

PO BOX 2051
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT 10,000

YOUNG LIFE

420 N CASCADE AVE
COLORADO SPRINGS,CO80903 		  PC MALIBU CLUB DEVELOPMENT MATCHING GIFT 1,538
Total .................................right arrow 3a 6,097,588
bApproved for future payment

CASCADE CHRISTIAN SCHOOLS
815 21ST ST SE
PUYALLUP,WA98372 		  PC FIELDS OF DREAMS CAPITAL CAMPAIN- 150,000

FOREVERGREEN TRAILS
243 S 55TH ST
TACOMA,WA98408 		  PC GENERAL SUPPORT 20,000
Total ................................. right arrow 3b 170,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		    14 484,369  
4 Dividends and interest from securities ....     14 1,428,342 675
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 61,910  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 825,459  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,800,080 675
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,800,755
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 TAX EXEMPT INTEREST INCOME
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 75,936 25,315   47,596

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
WAHOOPS
  		14705 MERIDIAN EAST
PUYALLUP,WA98375 		2022-04-27 10,000 LEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAM 4,820 NONE 1/26/23   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.

TY 2022 InvestmentsCorpBondsSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - CORPORATE BONDS 4,640,853 4,640,853

TY 2022 InvestmentsCorpStockSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - CORPORATE STOCK INVESTMENTS 91,514,462 91,514,462

TY 2022 InvestmentsGovtObligationsSch
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
US Government Securities - End of Year Book Value:

8,219,075
US Government Securities - End of Year Fair Market Value:

8,219,075
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 InvestmentsOtherSchedule2
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HL SECONDARY FUND V LP FMV 6,294,312 6,294,312
HL PRIVATE EQUITY FUND X LP FMV 4,610,173 4,610,173
HL CO-INVESTMENT FUND IV LP FMV 8,608,468 8,608,468
HL STRATEGIC OPPORTUNITIES FUND V LP FMV 1,009,509 1,009,509
HL STRATEGIC OPPORTUNITIES FUND VI LP FMV 2,541,152 2,541,152
HL INFRASTRUCTURE OPPORTUNITIES FUND LP FMV 4,649,448 4,649,448
STEPSTONE PRIVATE EQUITY LP FMV 5,093 5,093
HL EQUITY OPPORTUNITIES FUND V-A LP FMV 2,926,392 2,926,392
HL STRATEGIC OPPORTUNITIES FUND VII LP FMV 555,285 555,285

TY 2022 LegalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,877 0   2,877


TY 2022 OtherDecreasesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Amount
UNREALIZED LOSS 28,369,375


TY 2022 OtherExpensesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 8,363 0   8,363
MEMBERSHIPS 5,017 0   5,017
LICENSES 60 0   60
COMPUTER SOFTWARE 8,142 0   8,142
PAYROLL PROCESS FEES 2,516 0   2,516
MISCELLANEOUS 10,011 0   10,011
OFFICE SUPPLIES 845 0   845
EQUIPMENT & FURNISHINGS 2,020 0   2,020
TRAINING & EDUCATION 18,584 0   18,584
SUBSCRIPTIONS 16 0   16
BANK FEES 2,688 0   2,688
MEALS 1,513 0   1,513
EQUITY PARTNERSHIPS 0 507,867   0


TY 2022 OtherIncomeSchedule2
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM EQUITY PARTNERSHIP INVESTMENTS 61,910 48,097  


TY 2022 OtherProfessionalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 287,360 265,969   0
OTHER PROFESSIONAL FEES 51,821 0   51,821


TY 2022 TaxesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 94,466 0   0
FOREIGN TAXES 0 1,532   0