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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
TOM AND MEG NAMES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

47-4742634
B Telephone number (see instructions)

(888) 866-3275
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$31,929,760J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 661,602 656,057  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,942,856
b Gross sales price for all assets on line 6a 16,655,001
7 Capital gain net income (from Part IV, line 2)... 2,942,856
8 Net short-term capital gain......... 0
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
76 76  
12 Total. Add lines 1 through 11........ 3,604,534 3,598,989  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,400     26,400
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 90,026 0 0 90,026
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,075 0 0 18,075
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
164,502 98,701   65,801
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
68,249 11,618   2,760
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,369     9,369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 376,621 110,319 0 212,431
25 Contributions, gifts, grants paid....... 4,806,071 4,806,071
26 Total expenses and disbursements. Add lines 24 and 25 5,182,692 110,319 0 5,018,502
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,578,158
b Net investment income (if negative, enter -0-) 3,488,670
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 64,851 16,159 16,159
2 Savings and temporary cash investments......... 1,025,361 1,307,695 1,307,695
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 984,477 Click to see attachment
List of Attached Documents:
// Content
1,001,720 		1,001,720
b Investments—corporate stock (attach schedule)....... 31,715,862 Click to see attachment
List of Attached Documents:
// Content
26,430,035 		26,430,035
c Investments—corporate bonds (attach schedule)....... 95,965 Click to see attachment
List of Attached Documents:
// Content
98,826 		98,826
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)..........   Click to see attachment
List of Attached Documents:
// Content
3,075,325 		3,075,325
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 0    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,886,516 31,929,760 31,929,760
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 right arrow) 1,271  
23 Total liabilities (add lines 17 through 22)......... 1,271 0
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...........    
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........ 33,885,245 31,929,760
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)..... 33,885,245 31,929,760
30 Total liabilities and net assets/fund balances (see instructions). 33,886,516 31,929,760
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
33,885,245
2
Enter amount from Part I, line 27a .....................
2
-1,578,158
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,307,087
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
377,327
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,929,760
Form 990-PF (2023)
Form 990-PF (2023)
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 2000. ALPHABET INC SHS CL C   2016-11-23 2023-08-07
b 900. ALPHABET INC SHS CL C   2016-11-18 2023-08-07
c 340. ALPHABET INC SHS CL C   2016-10-17 2023-08-07
d 122. AMERICAN EXPRESS CO   2016-10-07 2023-08-21
e 100. AMERICAN TOWER REIT INC   2016-11-09 2023-08-21
203. AMERICAN TOWER REIT INC   2016-12-06 2023-08-21
150. AMERICAN TOWER REIT INC   2016-11-14 2023-08-21
100. AMERICAN TOWER REIT INC   2016-10-07 2023-08-21
100. AMERICAN TOWER REIT INC   2016-10-13 2023-08-21
4000. AVANTOR INC   2022-01-13 2023-08-07
800. BALL CORP   2016-12-14 2023-08-07
594. BALL CORP   2016-11-18 2023-08-07
606. BALL CORP   2016-10-11 2023-08-07
50. BOOKING HLDGS INC   2022-01-13 2023-08-07
284. BRISTOL MYERS SQUIBB CO COM   2020-01-14 2023-08-21
600. BRISTOL MYERS SQUIBB CO COM   2019-11-21 2023-08-21
2800. CVS HEALTH CORP   2019-02-07 2023-08-07
12. CHEVRON CORP   2016-12-06 2023-08-21
250. CHEVRON CORP   2016-10-17 2023-08-21
1000. CISCO SYSTEMS INCORPORATED   2020-03-05 2023-08-07
1000. CISCO SYSTEMS INCORPORATED   2017-01-04 2023-08-07
600. CISCO SYSTEMS INCORPORATED   2016-12-14 2023-08-07
416. CISCO SYSTEMS INCORPORATED   2016-11-18 2023-08-07
413. CISCO SYSTEMS INCORPORATED   2016-10-17 2023-08-07
571. CISCO SYSTEMS INCORPORATED   2016-10-07 2023-08-07
1000. CISCO SYSTEMS INCORPORATED   2017-08-11 2023-08-07
587. CISCO SYSTEMS INCORPORATED   2021-06-25 2023-08-07
2000. CITIZENS FINANCIAL GROUP INC   2022-01-13 2023-08-07
700. CITIZENS FINANCIAL GROUP INC   2021-06-16 2023-08-07
500. CITIZENS FINANCIAL GROUP INC   2021-05-18 2023-08-07
444. COPART INC   2017-01-04 2023-08-07
1524. COPART INC   2016-11-23 2023-08-07
1076. COPART INC   2016-10-13 2023-08-07
16. COSTCO WHSL CORP NEW   2016-10-07 2023-08-21
63. CROWN CASTLE INTERNATIONAL CORP   2021-05-18 2023-08-07
132. DANAHER CORP   2016-11-09 2023-08-21
180. DANAHER CORP   2016-10-07 2023-08-21
26. DISNEY (WALT) CO COM STK   2019-09-25 2023-08-07
570. DISNEY (WALT) CO COM STK   2019-09-25 2023-08-21
454. EMERSON ELECTRIC CO   2021-06-25 2023-08-07
300. EMERSON ELECTRIC CO   2021-05-18 2023-08-07
486. F5 NETWORKS INC   2020-03-03 2023-08-07
200. F5 NETWORKS INC   2017-06-15 2023-08-07
345. F5 NETWORKS INC   2017-01-26 2023-08-07
109. F5 NETWORKS INC   2016-10-17 2023-08-07
146. F5 NETWORKS INC   2016-10-11 2023-08-07
2367. IRON MOUNTAIN INC   2021-06-29 2023-08-07
2000. IRON MOUNTAIN INC   2020-07-09 2023-08-07
1500. ISHARES U.S. PREFERRED STOCK ETF   2021-05-25 2023-08-21
890. ISHARES U.S. PREFERRED STOCK ETF   2021-06-15 2023-08-21
185. ISHARES CORE MSCI EUROPE ETF   2021-07-08 2023-08-07
770. ISHARES CORE MSCI EUROPE ETF   2021-06-01 2023-08-07
1300. ISHARES CORE MSCI EUROPE ETF   2020-07-16 2023-08-07
1300. ISHARES CORE MSCI EUROPE ETF   2020-07-09 2023-08-07
500. JACOBS SOLUTIONS INC REG   2017-08-11 2023-08-07
400. JACOBS SOLUTIONS INC REG   2017-06-15 2023-08-07
330. JACOBS SOLUTIONS INC REG   2017-03-21 2023-08-07
270. JACOBS SOLUTIONS INC REG   2016-10-11 2023-08-07
2000. KKR & CO INC   2020-06-19 2023-08-07
473. KKR & CO INC   2021-06-16 2023-08-07
1000. KKR & CO INC   2020-11-11 2023-08-07
358. KIMBERLY-CLARK CORP   2021-06-25 2023-08-07
300. KIMBERLY-CLARK CORP   2021-05-25 2023-08-07
215. LOWES COMPANIES INC COM   2016-10-07 2023-08-21
1. CHARLES SCHWAAB 199A DIVIDENDS   2022-12-30 2023-12-31
166. NESTLE S A SPONSORED ADR   2016-10-21 2023-08-07
234. NESTLE S A SPONSORED ADR   2016-10-11 2023-08-07
200. NESTLE S A SPONSORED ADR   2016-11-14 2023-08-07
400. NESTLE S A SPONSORED ADR   2016-12-06 2023-08-07
400. NESTLE S A SPONSORED ADR   2017-03-21 2023-08-07
357.2189 NIKE INC CL B   2016-02-13 2023-08-30
7792.7811 NIKE INC CL B   2016-02-13 2023-08-30
166. NIKE INC CL B   2016-02-13 2023-09-13
7207. NIKE INC CL B   2016-02-13 2023-11-15
1565. NIKE INC CL B   2016-02-13 2023-11-16
2557. NIKE INC CL B   2016-02-13 2023-12-01
107. NIKE INC CL B   2016-02-13 2023-12-15
400. NOVARTIS AG ADR   2021-05-25 2023-08-07
681. NUTRIEN LTD   2021-06-25 2023-08-07
500. NUTRIEN LTD   2021-05-25 2023-08-07
998. OTIS WORLDWIDE CORP REG   2021-03-11 2023-08-07
200. PARKER-HANNIFIN CORP   2017-01-04 2023-08-07
100. PARKER-HANNIFIN CORP   2016-10-17 2023-08-07
442. PAYCHEX INC   2021-06-01 2023-08-07
400. PAYCHEX INC   2021-05-18 2023-08-07
200. QUALCOMM INC   2022-07-11 2023-08-07
583. QUALCOMM INC   2021-06-01 2023-08-07
300. QUALCOMM INC   2017-03-21 2023-08-07
382. QUALCOMM INC   2016-12-06 2023-08-07
268. QUALCOMM INC   2016-10-11 2023-08-07
300. RPM INTERNATIONAL INC   2021-05-25 2023-08-07
800. ROGERS COMMUNICATIONS INC CL B   2021-06-15 2023-08-07
400. ROGERS COMMUNICATIONS INC CL B   2021-12-01 2023-08-07
1000. ROGERS COMMUNICATIONS INC CL B   2021-05-25 2023-08-07
9. S&P GLOBAL INC   2020-11-11 2023-08-07
400. SPDR S&P DIVIDEND ETF   2016-12-13 2023-08-07
1000. SPDR S&P DIVIDEND ETF   2017-12-06 2023-08-07
400. SPDR S&P DIVIDEND ETF   2017-08-11 2023-08-07
300. SPDR S&P DIVIDEND ETF   2017-03-21 2023-08-07
400. SPDR S&P DIVIDEND ETF   2016-11-14 2023-08-07
274. SPDR S&P DIVIDEND ETF   2016-10-27 2023-08-07
326. SPDR S&P DIVIDEND ETF   2016-10-07 2023-08-07
800. SANOFI ADR   2021-06-15 2023-08-07
700. HEALTH CARE SELECT SPDR   2020-03-03 2023-08-07
400. HEALTH CARE SELECT SPDR   2017-03-21 2023-08-07
500. HEALTH CARE SELECT SPDR   2016-12-06 2023-08-07
500. HEALTH CARE SELECT SPDR   2016-11-18 2023-08-07
376. HEALTH CARE SELECT SPDR   2016-10-07 2023-08-07
224. HEALTH CARE SELECT SPDR   2016-10-21 2023-08-07
1200. T-MOBILE US INC SHS   2018-02-05 2023-08-21
34. T-MOBILE US INC SHS   2020-03-05 2023-08-21
215. 3M CO   2021-07-06 2023-08-07
150. 3M CO   2021-05-18 2023-08-07
400. VANGUARD UTILITIES ETF   2022-01-27 2023-08-07
400. VANGUARD REAL ESTATE ETF   2021-07-08 2023-08-07
500. VANGUARD REAL ESTATE ETF   2021-05-25 2023-08-07
.3332 VERALTO CORP   2016-11-09 2023-10-09
116.6666 VERALTO CORP   2016-12-06 2023-11-15
99.9999 VERALTO CORP   2020-03-05 2023-11-15
12.3335 VERALTO CORP   2016-11-09 2023-11-15
668. VERIZON COMMUNICATIONS INC   2020-03-02 2023-08-21
360. VERIZON COMMUNICATIONS INC   2016-10-07 2023-08-21
190. VERIZON COMMUNICATIONS INC   2016-10-21 2023-08-21
450. VERIZON COMMUNICATIONS INC   2016-10-27 2023-08-21
400. VERIZON COMMUNICATIONS INC   2016-12-06 2023-08-21
300. VERIZON COMMUNICATIONS INC   2017-03-14 2023-08-21
300. VERIZON COMMUNICATIONS INC   2017-03-21 2023-08-21
162. VISA INC   2016-10-07 2023-08-21
500. WABTEC   2021-01-29 2023-08-07
152. EATON CORP PLC   2021-05-18 2023-08-21
647. FERGUSON PLC   2020-09-04 2023-08-07
352. MEDTRONIC PLC SHS   2021-06-25 2023-08-07
200. MEDTRONIC PLC SHS   2019-01-18 2023-08-07
1000. MEDTRONIC PLC SHS   2017-01-18 2023-08-07
1. MORGAN STANLEY STMTS   2022-12-30 2023-12-31
1. MORGAN STANLEY STMTS   2023-01-01 2023-12-31
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(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 263,478   75,648 187,830
b 118,565   34,389 84,176
c 44,791   13,305 31,486
d 19,678   7,524 12,154
e 17,512   11,073 6,439
35,549   20,707 14,842
26,268   15,468 10,800
17,512   10,847 6,665
17,512   11,119 6,393
82,979   150,959 -67,980
45,888   30,136 15,752
34,072   22,709 11,363
34,760   23,620 11,140
161,495   123,908 37,587
17,605   18,794 -1,189
37,194   33,846 3,348
206,695   183,509 23,186
1,923   1,360 563
40,066   25,349 14,717
52,935   40,145 12,790
52,935   30,365 22,570
31,761   18,378 13,383
22,021   12,593 9,428
21,862   12,518 9,344
30,226   17,888 12,338
52,935   31,351 21,584
31,073   31,014 59
62,780   111,645 -48,865
21,973   33,664 -11,691
15,695   25,393 -9,698
39,583   6,283 33,300
135,865   20,633 115,232
95,926   14,416 81,510
8,703   2,389 6,314
6,529   11,102 -4,573
33,105   10,417 22,688
45,144   14,038 31,106
2,246   3,420 -1,174
48,917   74,973 -26,056
44,010   43,540 470
29,082   28,557 525
78,066   57,749 20,317
32,126   25,863 6,263
55,417   46,492 8,925
17,509   12,712 4,797
23,452   17,900 5,552
146,161   101,254 44,907
123,499   51,382 72,117
44,955   57,930 -12,975
26,673   34,706 -8,033
9,791   10,557 -766
40,754   45,804 -5,050
68,805   58,158 10,647
68,805   56,364 12,441
64,221   26,487 37,734
51,377   21,654 29,723
42,386   18,137 24,249
34,679   13,940 20,739
123,359   63,339 60,020
29,174   26,743 2,431
61,680   36,788 24,892
46,045   46,930 -885
38,585   39,441 -856
46,910   15,361 31,549
727,078   763,785 -36,707
19,837   12,217 7,620
27,964   17,952 10,012
23,901   13,636 10,265
47,801   27,160 20,641
47,801   31,055 16,746
36,465   20,341 16,124
795,481   443,736 351,745
15,968   9,452 6,516
780,009   410,380 369,629
168,377   89,114 79,263
290,102   145,600 144,502
13,011   6,093 6,918
41,146   35,387 5,759
45,375   41,784 3,591
33,315   30,454 2,861
89,869   66,906 22,963
84,803   28,451 56,352
42,402   12,467 29,935
55,188   44,651 10,537
49,944   39,860 10,084
23,674   26,793 -3,119
69,009   78,134 -9,125
35,511   16,779 18,732
45,217   24,933 20,284
31,723   17,292 14,431
31,001   28,251 2,750
33,640   41,824 -8,184
16,820   18,095 -1,275
42,051   50,809 -8,758
3,507   3,109 398
50,200   35,123 15,077
125,499   96,051 29,448
50,200   35,471 14,729
37,650   26,400 11,250
50,200   33,673 16,527
34,387   22,193 12,194
40,913   26,901 14,012
41,644   43,296 -1,652
93,814   68,840 24,974
53,608   29,900 23,708
67,010   34,202 32,808
67,010   34,867 32,143
50,392   26,908 23,484
30,021   15,626 14,395
162,815   75,272 87,543
4,613   3,080 1,533
22,654   41,934 -19,280
15,805   30,476 -14,671
55,828   58,576 -2,748
33,608   40,733 -7,125
42,010   48,494 -6,484
25   9 16
8,634   3,140 5,494
7,400   5,284 2,116
913   341 572
22,007   37,725 -15,718
11,860   18,051 -6,191
6,260   9,241 -2,981
14,825   21,889 -7,064
13,178   20,199 -7,021
9,883   14,860 -4,977
9,883   15,106 -5,223
38,938   13,408 25,530
57,920   37,290 20,630
32,839   22,145 10,694
104,561   61,746 42,815
29,787   44,091 -14,304
16,924   17,410 -486
84,621   75,559 9,062
5,829,794   5,394,485 435,309
2,072,887   2,179,785 -106,898
      714
      714
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      714
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      714
      714
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      714
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      714
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      714
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      714
      714
      714
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      714
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      714
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      714
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      714
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      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
      714
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      714
      714
      714
      714
      714
      714
      714
      714
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       187,830
b       84,176
c       31,486
d       12,154
e       6,439
      14,842
      10,800
      6,665
      6,393
      -67,980
      15,752
      11,363
      11,140
      37,587
      -1,189
      3,348
      23,186
      563
      14,717
      12,790
      22,570
      13,383
      9,428
      9,344
      12,338
      21,584
      59
      -48,865
      -11,691
      -9,698
      33,300
      115,232
      81,510
      6,314
      -4,573
      22,688
      31,106
      -1,174
      -26,056
      470
      525
      20,317
      6,263
      8,925
      4,797
      5,552
      44,907
      72,117
      -12,975
      -8,033
      -766
      -5,050
      10,647
      12,441
      37,734
      29,723
      24,249
      20,739
      60,020
      2,431
      24,892
      -885
      -856
      31,549
      -36,707
      7,620
      10,012
      10,265
      20,641
      16,746
      16,124
      351,745
      6,516
      369,629
      79,263
      144,502
      6,918
      5,759
      3,591
      2,861
      22,963
      56,352
      29,935
      10,537
      10,084
      -3,119
      -9,125
      18,732
      20,284
      14,431
      2,750
      -8,184
      -1,275
      -8,758
      398
      15,077
      29,448
      14,729
      11,250
      16,527
      12,194
      14,012
      -1,652
      24,974
      23,708
      32,808
      32,143
      23,484
      14,395
      87,543
      1,533
      -19,280
      -14,671
      -2,748
      -7,125
      -6,484
      16
      5,494
      2,116
      572
      -15,718
      -6,191
      -2,981
      -7,064
      -7,021
      -4,977
      -5,223
      25,530
      20,630
      10,694
      42,815
      -14,304
      -486
      9,062
      435,309
      -106,898
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,942,856
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
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 48,493
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 48,493
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 48,493
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 52,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 57
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 4,050
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,050 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 2023 or the taxable year beginning in 2023? 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
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
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
 
 
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? .............................
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
MONICA L NAMES-KING SECRETARY-TREASURER
20 		13,200 45,013  
1019 REGENTS BLVD STE 201
FIRCREST,WA98466
ERIN SHAGREN PRESIDENT
27 		13,200 45,013  
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
MORGAN STANLEY SMITH BARNEY LLC INVESTMENT ADVISORY 86,074
1 NEW YORK PLAZA 12 F
NEW YORK,NY10004
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
31,440,061
b
Average of monthly cash balances.......................
1b
748,655
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
32,188,716
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
32,188,716
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
482,831
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,705,885
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,585,294
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
1,585,294
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
48,493
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,493
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,536,801
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,536,801
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
1,536,801
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
5,018,502
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,018,502
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,536,801
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 616,486
e From 2022...... 2,127,357
f Total of lines 3a through e ........ 2,743,843
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,018,502
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 1,536,801
e Remaining amount distributed out of corpus 3,481,701
5 Excess distributions carryover applied to 2023. 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 6,225,544
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		6,225,544
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 616,486
d Excess from 2022.... 2,127,357
e Excess from 2023.... 3,481,701
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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:
ERIN SHAGREN
1019 REGENTS BLVD STE 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, CURRENT FINANICAAL STMTS, OFFICERS COPY OF IRS EXEMPT STATUS
cAny submission deadlines:
AUGUST 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS TO ASSIST INF FUNDING OF SPORTS, FITNESS, AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS
Form 990-PF (2023)
Form 990-PF (2023)
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

PARTNERS FOR PARKS

PO BOX 98352
LAKEWOOD,WA98496 		N/A PC UNRESTRICTED GENERAL 50,000

SEVEN ACRES FOUNDATION

PO BOX 2239
CHELAN,WA98816 		N/A PC UNRESTRICTED GENERAL 725,000

MOPS INTERNATIONAL

2370 S TRENTON WAY
DENVER,CO80231 		N/A PC UNRESTRICTED GENERAL 250,000

ONLY7SECONDS CONNECTION CURRICULUM

312 E TROW AVE STE 201B
CHELAN,WA98816 		N/A PC UNRESTRICTED GENERAL 100,000

TACOMA ATHLETIC COMMISSION

PO BOX 11304
TACOMA,WA98411 		N/A PC SALUTE TO SPORTS 25,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1085
TACOMA,WA98416 		N/A PC UNRESTRICTED GENERAL 1,428,571

YMCA OF PIERCE & KITSAP COUNTIES

4717 S 19TH STREET STE 201
TACOMA,WA98405 		N/A PC AT RISK YOUTH PROGRAMS 50,000

TACOMA YOUTH FOR CHRIST

1702 TACOMA AVE S STE B
TACOMA,WA98402 		N/A PC UNRESTRICTED GENERAL 15,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVE STE 400
TACOMA,WA98402 		N/A PC UNRESTRICTED GENERAL 25,000

BIG BROTHERS BIG SISTERS OF PUGET SOUND

1600 S GRAHAM STREET
SEATTLE,WA98108 		N/A PC UNRESTRICTED GENERAL 75,000

BOYS AND GIRLS CLUB OF SOUTH
PUGET SOUND
3875 S 66TH ST STE 101
TACOMA,WA98409 		N/A PC UNRESTRICTED GENERAL 25,000

GREATER TACOMA COMMUNITY FOUNDATION

950 PACIFIC AVENUE STE 1100
TACOMA,WA98402 		N/A PC UNRESTRICTED GENERAL 250,000

NATIONAL FOOTBALL FDN PIERCE CNTY

PO BOX 1304
ISSAQUAH,WA98027 		N/A PC POWER OF AMATEUR FOOTBALL 2,500

PIERCE COLLEGE FOUNDATION

1601 39TH AVENUE SE
PUYALLUP,WA98374 		N/A PC STUDENT SUCCESS CAMPAIGN 60,000

TACOMA PARKS FOUNDATION

4702 S 19TH STREET
TACOMA,WA98405 		N/A PC IMAGINE EASTSIDE 40,000

UNIVERSITY OF WASHINGTON ATHLETICS

PO BOX 354070
SEATTLE,WA98195 		N/A PC UNRESTRICTED GENERAL 400,000

UNIVERSITY OF PORTLAND

5000 N WILLIAMETTE BLVD
PORTLAND,OR97203 		N/A PC UNRESTRICTED GENERAL 200,000

OREGON STATE UNIVERSITY

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		N/A PC UNRESTRICTED GENERAL 25,000

MARY BRIDGE CHILDREN'S FDN

PO BOX 5296
TACOMA,WA98415 		N/A PC FESTIVAL OF TREES 550,000

GREENTRIKE FUND

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		N/A PC GALA MATCH 10,000

WESTMONT COLLEGE

955 LA PAZ ROAD
SANTA BARBARA,CA93108 		N/A PC UNRESTRICTED GENERAL 500,000
Total .................................right arrow 3a 4,806,071
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 661,602  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,942,856  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 76  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,604,534  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,604,534
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,075     18,075

TY 2023 InvestmentsCorpBondsSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Name of Bond End of Year Book Value End of Year Fair Market Value
13607XG43 CANADIAN IMPERIAL BA 98,826 98,826

TY 2023 InvestmentsCorpStockSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Name of Stock End of Year Book Value End of Year Fair Market Value
00206R102 AT&T INC 19,381 19,381
002824100 ABBOTT LABORATORIES 48,981 48,981
00287Y109 ABBVIE INC 136,064 136,064
00724F101 ADOBE SYS INC COM 178,980 178,980
009158106 AIR PRODUCTS & CHEMI 30,666 30,666
02079K305 ALPHABET INC SHS 514,758 514,758
023135106 AMAZON COM INC 451,718 451,718
025537101 AMERICAN ELECTRIC PO 24,122 24,122
025816109 AMERICAN EXPRESS CO 145,751 145,751
03027X100 AMERICAN TOWER REIT 63,685 63,685
036752103 ANTHEM INC 56,116 56,116
037833100 APPLE INC 993,840 993,840
084670702 BERKSHIRE HATHAWAYIN 312,078 312,078
09247X101 BLACKROCK INC 36,531 36,531
097023105 BOEING CO/THE 88,364 88,364
101137107 BOSTON SCIENTIFIC CO 27,460 27,460
110122108 BRISTOL-MYERS SQUIBB 53,157 53,157
11135F101 BROADCOM INC 210,971 210,971
125523100 CIGNA CORP 24,854 24,854
149123101 CATERPILLAR INC 76,283 76,283
166764100 CHEVRONTEXACO CORP 328,301 328,301
191216100 COCA-COLA CO/THE 77,434 77,434
20030N101 COMCAST CORP 38,807 38,807
20825C104 CONOCOPHILLIPS 32,732 32,732
22160K105 COSTCO WHSL CORP NEW 418,491 418,491
22822V101 CROWN CASTLE INTERNA 42,966 42,966
235851102 DANAHER CORP 159,162 159,162
244199105 DEERE & CO 59,981 59,981
254687106 WALT DISNEY CO/THE 51,104 51,104
26441C204 DUKE ENERGY CORP 26,007 26,007
26875P101 EOG RESOURCES INC 22,860 22,860
29444U700 EQUINIX INC 58,793 58,793
29476L107 EQUITY RESIDENTIAL 23,852 23,852
30161N101 EXELON CORP 21,648 21,648
30231G102 EXXON MOBIL CORP 75,185 75,185
30303M102 FACEBOOK INC 250,250 250,250
35671D857 FREEPORT-MCMORAN INC 32,225 32,225
38141G104 GOLDMAN SACHS GROUP 43,592 43,592
40412C101 HCA HEALTHCARE INC 15,970 15,970
437076102 HOME DEPOT INC/THE 126,837 126,837
438516106 HONEYWELL INTERNATIO 71,301 71,301
461202103 INTUIT INC 63,753 63,753
46625H100 J P MORGAN CHASE & C 235,248 235,248
478160104 JOHNSON & JOHNSON 123,981 123,981
532457108 ELI LILLY & CO 206,937 206,937
539830109 LOCKHEED MARTIN CORP 48,497 48,497
548661107 LOWES COMPANIES INC 208,084 208,084
56585A102 MARATHON PETROLEUM C 17,061 17,061
57636Q104 MASTERCARD INC 172,737 172,737
580135101 MC DONALDS CORPORATI 81,837 81,837
58933Y105 MERCK AND CO INC SHS 82,964 82,964
594918104 MICROSOFT CORP COM 982,216 982,216
617446448 MORGAN STANLEY 42,056 42,056
64110L106 NETFLIX COM INC 53,557 53,557
65339F101 NEXTERA ENERGY INC 35,472 35,472
654106103 NIKE INC CL B 1,112,625 1,112,625
666807102 NORTHROP GRUMMAN COR 51,964 51,964
67066G104 NVIDIA CORP 471,945 471,945
68389X105 ORACLE CORP 80,654 80,654
697435105 PALO ALTO NETWORKS I 110,285 110,285
713448108 PEPSICO INC 172,557 172,557
717081103 PFIZER INC 32,331 32,331
74251V102 PRINCIPAL FINANCIAL 15,813 15,813
742718109 PROCTER & GAMBLE CO/ 150,204 150,204
743315103 PROGRESSIVE CORP/THE 30,104 30,104
74340W103 PROLOGIS INC 51,854 51,854
75513E101 RAYTHEON TECHNOLOGIE 39,546 39,546
78409V104 S&P GLOBAL INC 101,760 101,760
79466L302 SALESFORCE COM INC 236,826 236,826
806857108 SCHLUMBERGER LTD 23,158 23,158
816851109 SEMPRA ENERGY 25,259 25,259
81762P102 SERVICENOW INC 103,148 103,148
824348106 SHERWIN-WILLIAMS CO/ 36,804 36,804
855244109 STARBUCKS CORP 134,414 134,414
863667101 STRYKER CORP 33,540 33,540
872590104 T-MOBILE US INC SHS 42,648 42,648
88160R101 TESLA MTRS INC 208,475 208,475
883556102 THERMO FISHER SCIENT 62,102 62,102
892356106 TRACTOR SUPPLY CO 15,482 15,482
90384S303 ULTA SALON COSMETICS 18,130 18,130
907818108 UNION PACIFIC CORP 85,967 85,967
911312106 UNITED PARCEL SERVIC 69,338 69,338
91324P102 UNITEDHEALTH GROUP I 263,235 263,235
91913Y100 VALERO ENERGY CORP 16,250 16,250
92343V104 VERIZON COMMUNICATIO 50,216 50,216
92826C839 VISA INC 348,348 348,348
931142103 WAL MART STORES INC 102,630 102,630
94106L109 WASTE MANAGEMENT INC 35,820 35,820
949746101 WELLS FARGO & CO NEW 61,574 61,574
98389B100 XCEL ENERGY INC 24,950 24,950
98978V103 ZOETIS INC 35,132 35,132
G1151C101 ACCENTURE PLC SHS 107,729 107,729
G29183103 EATON CORP PLC 82,120 82,120
G54950103 LINDE PLC NEW 77,213 77,213
MORGAN STANLEY ACCT SECURITIES 13,882,227 13,882,227

TY 2023 InvestmentsGovtObligationsSch
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
US Government Securities - End of Year Book Value:

1,001,720
US Government Securities - End of Year Fair Market Value:

1,001,720
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04020E404 ARES STRATEGIC INCOM FMV 357,339 357,339
71F329990 BLACKSTONE REAL ESTA FMV 346,288 346,288
71LZ89996 HAMILTON LANE PRIVAT FMV 359,365 359,365
MORGAN STANLEY ACCTS ALTERNATI FMV 2,012,333 2,012,333

TY 2023 OtherDecreasesSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Description Amount
UNREALIZED GAINS/LOSSES 377,327


TY 2023 OtherExpensesSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDANT TECHNOLOGIES 7,872 0   7,872
MISCELLANEOUS FEES 136 0   136
PAYROLL FEES 1,361 0   1,361


TY 2023 OtherIncomeSchedule2
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 76 76  


TY 2023 OtherProfessionalFeesSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 164,502 98,701   65,801


TY 2023 TaxesSchedule
Name:
TOM AND MEG NAMES FAMILY FOUNDATION
EIN:
47-4742634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,618 11,618   0
EXCISE TAX - PRIOR YEAR 1,271 0   0
EXCISE TAX ESTIMATES 52,600 0   0
PAYROLL TAXES 2,760 0   2,760