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
FUCHSG & M FDN TAI
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

91-6022284
B Telephone number (see instructions)

(206) 340-8044
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$30,914,123J Accounting method:
 
(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... 965,902 955,639  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 237,456
b Gross sales price for all assets on line 6a 6,059,336
7 Capital gain net income (from Part IV, line 2)... 237,456
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
723    
12 Total. Add lines 1 through 11........ 1,204,081 1,193,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,259 197,333   21,926
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,690 5,690   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,735 13,735   0
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
32     32
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,716 216,758 0 22,958
25 Contributions, gifts, grants paid....... 1,424,200 1,424,200
26 Total expenses and disbursements. Add lines 24 and 25 1,663,916 216,758 0 1,447,158
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -459,835
b Net investment income (if negative, enter -0-) 976,337
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.............   2,752 2,752
2 Savings and temporary cash investments......... 930,934 1,332,123 1,332,918
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)      
b Investments—corporate stock (attach schedule)....... 13,973,556 Click to see attachment
List of Attached Documents:
// Content
4,448,034 		11,285,552
c Investments—corporate bonds (attach schedule)....... 9,245,150 Click to see attachment
List of Attached Documents:
// Content
1,935,303 		1,931,856
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
15,953,144 		16,332,698
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
28,347 		Click to see attachment
List of Attached Documents:
// Content
28,347
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,149,640 23,699,703 30,914,123
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)    
23 Total liabilities (add lines 17 through 22).........   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........ 24,149,640 23,699,703
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)..... 24,149,640 23,699,703
30 Total liabilities and net assets/fund balances (see instructions). 24,149,640 23,699,703
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
24,149,640
2
Enter amount from Part I, line 27a .....................
2
-459,835
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,453
4
Add lines 1, 2, and 3 ..........................
4
23,705,258
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,555
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,699,703
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 400. ALPHABET INC CL A   2019-06-25 2023-01-19
b 200. ALPHABET INC CL A   2018-02-08 2023-01-19
c 216. ANALOG DEVICES INC   2013-09-24 2023-01-19
d 700. APPLE INC   2008-12-30 2023-01-19
e 50. BLACKROCK INC   2012-08-08 2023-01-19
3394.201 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-02-01 2023-01-19
5313.695 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-06-23 2023-01-19
1025.203 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-07-15 2023-01-19
2913.044 BLACKROCK EVENT DRIVEN EQUITY FUND   2019-10-29 2023-01-19
400. CISCO SYS INC   2019-09-04 2023-01-19
500. CISCO SYS INC   2019-12-06 2023-01-19
100. CISCO SYS INC   2017-05-12 2023-01-19
100. CONSTELLATION BRANDS INC A   2018-11-12 2023-01-19
200. DUKE ENERGY HOLDING CORP   2020-05-21 2023-01-19
200. DUKE ENERGY HOLDING CORP   2020-07-01 2023-01-19
150. ELECTRONIC ARTS INC   2018-07-30 2023-01-19
100. HOME DEPOT INC   2012-01-17 2023-01-19
500. HUNTINGTON BANCSHARES INC   2018-12-14 2023-01-19
500. HUNTINGTON BANCSHARES INC   2019-01-03 2023-01-19
100. HUNTINGTON BANCSHARES INC   2020-03-09 2023-01-19
50. LILLY ELI & CO   2020-07-31 2023-01-19
50. LILLY ELI & CO   2021-02-26 2023-01-19
200. MASTERCARD INC   2015-12-10 2023-01-19
200. MONDELEZ INTERNATIONAL W I   2020-01-13 2023-01-19
300. MONDELEZ INTERNATIONAL W I   2020-07-01 2023-01-19
1200. PFIZER INC COMMON STOCK   2008-07-23 2023-01-19
600. PROCTER & GAMBLE CO   2002-07-23 2023-01-19
500. V F CORP   2015-12-10 2023-01-19
200. V F CORP   2019-10-29 2023-01-19
45.244 VANGUARD TOT INT ST IDX ADM   2013-12-11 2023-01-19
3317.231 VANGUARD TOT INT ST IDX ADM   2013-09-27 2023-01-19
300. VANGUARD GLOBAL EX U S REAL ETF   2014-11-06 2023-01-19
500. VANGUARD GLOBAL EX U S REAL ETF   2014-12-18 2023-01-19
1. CITIBANK ADR FX   1911-11-11 2023-01-27
1. CHICAGO BRIDGE & IRON CO   1911-11-11 2023-01-27
25. BLACKROCK INC   2012-08-08 2023-03-06
500. COMCAST CORP CL A   2015-06-12 2023-03-06
40. COSTCO WHSL CORP   2001-04-18 2023-03-06
250. ECOLAB INC   2015-01-28 2023-03-06
100. LILLY ELI & CO   2020-08-12 2023-03-06
250. MICROSOFT CORP   2002-10-11 2023-03-06
200. VERIZON COMMUNICATIONS   2019-02-27 2023-03-06
100. EATON CORP PLC   2014-10-13 2023-03-06
14901.895 DFA COMMODITY STRATEGY PORTFOLIO   2021-03-30 2023-03-07
1814.882 DELAWARE SMALL CAP CORE FUND CLASS   2021-12-17 2023-03-07
2598.733 VICTORY RS SMALL CAP GROWTH FUND   2019-02-25 2023-03-07
2718.906 VICTORY RS SMALL CAP GROWTH FUND   2019-02-27 2023-03-07
460.175 VICTORY RS SMALL CAP GROWTH FUND   2020-12-16 2023-03-07
942.033 VICTORY RS SMALL CAP GROWTH FUND   2021-12-16 2023-03-07
370.257 VICTORY RS SMALL CAP GROWTH FUND   2022-12-14 2023-03-07
1. HONEYWELL INTERNATIONAL INC   1911-11-11 2023-05-08
1. J P MORGAN CHASE CO   1911-11-11 2023-05-08
1106.809 BLACKROCK TACTICAL OPPORTUNITIES K   2022-12-19 2023-09-05
30458.171 BLACKROCK TACTICAL OPPORTUNITIES K   2021-04-01 2023-09-05
1000. DISNEY WALT CO   2012-03-02 2023-09-05
6497.726 HARTFORD SCHRODERS EMERGING MARKETS   2017-08-21 2023-09-05
200. ILLUMINA INC COM   2019-09-04 2023-09-05
100. LILLY ELI & CO   2019-12-06 2023-09-05
250. OTIS WORLDWIDE CORP   2002-05-20 2023-09-05
400. PHILLIPS 66   2018-11-12 2023-09-05
200. STANLEY BLACK DECKER INC   2020-05-11 2023-09-05
777.479 UNDISCOVERED MGRS BEHAVIORAL VALUE   2022-12-13 2023-09-05
2958.512 UNDISCOVERED MGRS BEHAVIORAL VALUE   2016-09-23 2023-09-05
5047.956 VANGUARD ULTRA SHORT TERM BOND   2020-05-22 2023-09-05
75. LINDE PLC SHS   2018-10-31 2023-09-05
243095.0514 PT-CHARITABLE INCM FD   2000-10-31 2023-11-30
5189.657 BLACKROCK EVENT DRIVEN EQUITY FUND   2019-07-12 2023-12-20
10. BOOKING HOLDINGS INC   2022-01-03 2023-12-20
3853.565 DFA LARGE CAP INTL PORT.   2018-11-13 2023-12-20
12175.961 DFA COMMODITY STRATEGY PORTFOLIO   2021-03-30 2023-12-20
10370.584 DELAWARE SMALL CAP CORE FUND CLASS   2018-05-16 2023-12-20
514.795 DELAWARE SMALL CAP CORE FUND CLASS   2021-12-17 2023-12-20
750. ELECTRONIC ARTS INC   2018-07-30 2023-12-20
16870.286 OAKMARK INTERNATIONAL FUND CLASS   2019-04-25 2023-12-20
300. MICROSOFT CORP   2002-10-11 2023-12-20
100. PAYPAL HOLDINGS INC   2022-01-03 2023-12-20
400. PRUDENTIAL FINANCIAL INC   2018-11-12 2023-12-20
400. RAYTHEON TECHNOLOGIES CORP COM   2002-05-20 2023-12-20
1000. WILLIAMS COS INC   2019-10-29 2023-12-20
CAPITAL GAIN DIVIDENDS P    
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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 36,265   21,866 14,399
b 18,133   10,279 7,854
c 35,753   10,355 25,398
d 93,773   2,155 91,618
e 36,888   8,672 28,216
33,026   33,942 -916
51,702   54,572 -2,870
9,975   10,180 -205
28,344   28,897 -553
18,766   18,910 -144
23,457   21,963 1,494
4,691   3,364 1,327
21,962   20,310 1,652
20,443   16,467 3,976
20,443   16,422 4,021
18,551   18,978 -427
32,030   4,378 27,652
6,952   6,166 786
6,952   6,096 856
1,390   946 444
17,670   7,653 10,017
17,670   10,337 7,333
72,911   19,650 53,261
12,841   10,901 1,940
19,261   15,350 3,911
53,621   21,671 31,950
86,221   23,778 62,443
14,542   29,555 -15,013
5,817   16,363 -10,546
1,346   1,234 112
98,721   90,019 8,702
13,030   16,574 -3,544
21,717   27,268 -5,551
8     8
73     73
17,221   4,336 12,885
18,520   14,488 4,032
19,276   1,542 17,734
40,163   26,090 14,073
31,802   15,068 16,734
64,272   6,053 58,219
7,608   11,307 -3,699
17,695   4,664 13,031
69,294   85,537 -16,243
48,820   54,610 -5,790
134,510   201,478 -66,968
140,731   210,442 -69,711
23,819   46,873 -23,054
48,760   71,471 -22,711
19,165   18,390 775
25     25
16     16
15,739   15,750 -11
433,115   424,121 8,994
81,809   42,232 39,577
99,220   123,974 -24,754
32,206   60,520 -28,314
55,784   12,004 43,780
21,199   4,471 16,728
47,200   41,126 6,074
18,638   23,139 -4,501
60,853   60,698 155
231,563   199,851 31,712
100,000   101,010 -1,010
28,709   12,259 16,450
2,223,964   2,244,361 -20,397
52,519   51,047 1,472
35,207   24,445 10,762
98,921   99,812 -891
53,209   64,735 -11,526
283,947   274,689 9,258
14,095   15,490 -1,395
103,397   76,217 27,180
443,520   397,790 45,730
112,655   7,263 105,392
6,335   19,462 -13,127
41,837   35,827 6,010
33,044   7,958 25,086
35,015   19,499 15,516
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
      70,578
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       14,399
b       7,854
c       25,398
d       91,618
e       28,216
      -916
      -2,870
      -205
      -553
      -144
      1,494
      1,327
      1,652
      3,976
      4,021
      -427
      27,652
      786
      856
      444
      10,017
      7,333
      53,261
      1,940
      3,911
      31,950
      62,443
      -15,013
      -10,546
      112
      8,702
      -3,544
      -5,551
      8
      73
      12,885
      4,032
      17,734
      14,073
      16,734
      58,219
      -3,699
      13,031
      -16,243
      -5,790
      -66,968
      -69,711
      -23,054
      -22,711
      775
      25
      16
      -11
      8,994
      39,577
      -24,754
      -28,314
      43,780
      16,728
      6,074
      -4,501
      155
      31,712
      -1,010
      16,450
      -20,397
      1,472
      10,762
      -891
      -11,526
      9,258
      -1,395
      27,180
      45,730
      105,392
      -13,127
      6,010
      25,086
      15,516
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 237,456
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 13,571
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 13,571
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 13,571
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
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 0
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 2,429
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,429 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 arrowNONE
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (206) 340-8044

Located atright arrowPO BOX 0634MILWAUKEEWI ZIP+4right arrow532010634
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
US BANK NA TRUSTEE
1 		219,259    
PO BOX 0634
MILWAUKEE,WI532010634
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
NONE
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 NONE  
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
28,484,222
b
Average of monthly cash balances.......................
1b
1,492,943
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,977,165
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
29,977,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
449,657
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,527,508
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,476,375
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
1,476,375
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,571
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,571
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,462,804
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,462,804
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
1,462,804
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
1,447,158
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
1,447,158
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 1,462,804
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,424,947
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...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,447,158
a Applied to 2022, but not more than line 2a 1,424,947
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..... 22,211
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		1,440,593
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NONE
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.
NONE
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:
ALISON YEAGER
1501 COMMERCE STREET
TACOMA,WA98402
(206) 591-2071
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED USING OUR APPLICATION FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
YES, SEE OUR APPLICATION FORM
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

NETWORK TACOMA

5435 SOUTH M STREET
TACOMA,WA98408 		NONE PC GENERAL OPERATING 5,000

PACIFIC LUTHERAN UNIVERSITY

12180 PARK AVE S
TACOMA,WA984770003 		NONE PC GENERAL OPERATING 48,000

WASHINGTONS NATIONAL PARK FUND

1904 THIRD AVENUE SUITE 400
SEATTLE,WA981010000 		NONE PC GENERAL OPERATING 2,000

WRITE253

4827 S THOMPSON AVE
TACOMA,WA98408 		NONE PC GENERAL OPERATING 5,000

SUPPORT THE ENLISTED PROJECT INC

9915 BUSINESSPARK AVE STE A
SAN DIEGO,CA921311130 		NONE PC GENERAL OPERATING 5,000

CAMP KOREY

PO BOX 806
CONWAY,WA982380806 		NONE PC GENERAL OPERATING 1,000

TED BROWN MUSIC OUTREACH

6228 TACOMA MALL BLVD
TACOMA,WA98409 		NONE PC GENERAL OPERATING 2,000

NW FURNITURE BANK

117 PUYALLUP AVE
TACOMA,WA98421 		NONE PC GENERAL OPERATING 3,000

BRYANT NEIGHBORHOOD CENTER (BNC)
ATTN SUE KAISER
1619 6TH AVENUE
TACOMA,WA98405 		NONE PC GENERAL OPERATING 5,000

CENTRUM

PO BOX 1158
PORT TOWNSEND,WA98368 		NONE PC GENERAL OPERATING 4,000

SOUTH SOUND CARE FOUNDATION

PO BOX 1314
TACOMA,WA98401 		NONE PC GENERAL OPERATING 5,000

MOUNTAIN VIEW COMMUNITY CENTER

3607 - 122ND AVE E A
EDGEWOOD,WA983722418 		NONE PC GENERAL OPERATING 12,000

BIRTHDAY DREAMS

PO BOX 2722
RENTON,WA98056 		NONE PC GENERAL OPERATING 1,000

BONNEY LAKE FOOD BANK

24015 SR 410E
BUCKLEY,WA983210000 		NONE PC GENERAL OPERATING 2,000

FOUNDATION FOR TACOMA STUDENTS

919 SOUTH 9TH STREET
TACOMA,WA98405 		NONE PC GENERAL OPERATING 17,000

UNITED THROUGH READING
ATTN CAROL MACRANDER
1455 FRAZEE ROAD SUITE 500
SAN DIEGO,CA92108 		NONE PC GENERAL OPERATING 3,000

NEW PHOEBE HOUSE ASSOCIATION

PO BOX 5245
TACOMA,WA984150245 		NONE PC GENERAL OPERATING 10,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 2,000

TREEHOUSE

5666 LINCOLN DRIVE
MINNEAPOLIS,MN55346 		NONE PC GENERAL OPERATING 8,000

OPERATION WARM

PO BOX 822431
PHILADELPHIA,PA19182 		NONE PC GENERAL OPERATING 2,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA98401 		NONE EXEMPT GENERAL OPERATING 10,000

WISHING WELL FOUNDATION
ATTN ERIKA THOMPSON
16524 8TH AVENUE E
PUYALLUP,WA98375 		NONE PC GENERAL OPERATING 4,000

FREE2LUV

4701 SW ADMIRAL WAY 378
SEATTLE,WA98116 		NONE PC GENERAL OPERATING 2,000

PIZZA KLATCH

312 4TH AVE E
OLYMPIA,WA985011107 		NONE PC GENERAL OPERATING 1,000

ALCHEMY SKATEBOARDING

311 S 7TH ST
TACOMA,WA98402 		NONE PC GENERAL OPERATING 2,000

PIERCE COUNTY LIBRARY FOUNDATION

3005 112TH ST E
TACOMA,WA984462215 		NONE PC GENERAL OPERATING 12,000

AMERICAN RED CROSS SOUTH PUGET SOUND &
OLYMPICS
1900 25TH AVE SO
SEATTLE,WA98144 		NONE PC GENERAL OPERATING 5,000

MAKING A DIFFERENCE FOUNDATION

PO BOX 94545
SEATTLE,WA98124 		NONE PC GENERAL OPERATING 1,000

HABITAT FOR HUMANITY TACOMA PIERCE
COUNTY
4824 S TACOMA WAY
TACOMA,WA98409 		NONE PC GENERAL OPERATING 19,000

PACIFIC EDUCATION INSTITUTE

724 COLUMBIA STREET NW SUITE 255
OLYMPIA,WA98501 		NONE PC GENERAL OPERATING 5,000

PUSH FOR DREAMS

PO BOX 1663
TACOMA,WA984011663 		NONE PC GENERAL OPERATING 5,000

TACOMA REFUGEE CHOIR
ATTN SANDER LAZAR
1753 S 41ST ST
TACOMA,WA98418 		NONE PC GENERAL OPERATING 2,000

YOUR MONEY MATTERS

12110 SE 312TH ST H206
AUBURN,WA98092 		NONE PC GENERAL OPERATING 4,000

NEXT CHAPTER FOUNDATION

PO BOX 8395
TACOMA,WA98419 		NONE PC GENERAL OPERATING 2,000

BROTHERHOOD RISE CENTER
ATTN GENERALD DANIELS
2136 MLK JR WAY
TACOMA,WA98405 		NONE PC GENERAL OPERATING 1,000

VETERAN RITES INC

2602 S 38TH ST A-134
TACOMA,WA98409 		NONE PC GENERAL OPERATING 10,000

FRIENDS OF THE CHILDREN TACOMA

7302 S PARK AVE
TACOMA,WA98408 		NONE PC GENERAL OPERATING 2,000

YOUNG BUSINESS MEN & WOMEN OF WA

1210 S FERRY STREET
TACOMA,WA98405 		NONE PC GENERAL OPERATING 3,000

SIBLING STRONG

PO BOX 1002
PORT ORCHARD,WA98366 		NONE PC GENERAL OPERATING 2,000

TACOMA LITTLE THEATRE DRAMA LEAGUE

210 N I ST
TACOMA,WA984031926 		NONE PC GENERAL OPERATING 9,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER STREET 1094
TACOMA,WA98416 		NONE PC GENERAL OPERATING 50,000

THE RESCUE MISSION
JOHN HUMPHREY GRANT MANAGER
PO BOX 1912
TACOMA,WA984011912 		NONE PC GENERAL OPERATING 60,000

YWCA PIERCE COUNTY

406 BROADWAY
TACOMA,WA98402 		NONE PC GENERAL OPERATING 20,000

CAMP FIRE CENTRAL PUGET SOUND

2414 SW ANDOVER STREET
SEATTLE,WA98106 		NONE PC GENERAL OPERATING 6,000

CHILDRENS HOME SOCIETY OF WA

PO BOX 15190
SEATTLE,WA98115 		NONE PC GENERAL OPERATING 7,000

THE HUMANE SOCIETY FOR TACOMA &
PIERCE COUNTY ATTN CHLOE DUBOIS
2608 CENTER STREET
TACOMA,WA98409 		NONE PC GENERAL OPERATING 5,000

AMARA

5907 MARTIN LUTHER KING JR WAY S
SEATTLE,WA98188 		NONE PC GENERAL OPERATING 17,500

HOPESPARKS FAMILY SERVICES

6424 NORTH 9TH STREET
TACOMA,WA98409 		NONE PC GENERAL OPERATING 15,000

JUNIOR ACHIEVEMENT OF WASHINGTON

1610 PERIMETER ROAD
SEATTLE,WA98109 		NONE PC GENERAL OPERATING 2,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130 131ST STREET SOUTH
TACOMA,WA98444 		NONE PC GENERAL OPERATING 12,000

ST LEO FOOD CONNECTION

710 SOUTH 13TH ST
TACOMA,WA98405 		NONE PC GENERAL OPERATING 40,000

UNITED WAY OF PIERCE COUNTY

1501 PACIFIC AVE STE 400
TACOMA,WA98402 		NONE PC GENERAL OPERATING 5,000

HEARING SPEECH & DEAF CENTER (HSDC)

1625 19TH AVE
SEATTLE,WA98122 		NONE PC GENERAL OPERATING 2,000

TACOMA ART MUSEUM

1701 PACIFIC AVE
TACOMA,WA98402 		NONE PC GENERAL OPERATING 12,000

TACOMA URBAN LEAGUE

2550 S YAKIMA AVENUE
TACOMA,WA98405 		NONE PC GENERAL OPERATING 12,000

ASSOCIATED MINISTRIES

901 S 13TH ST
TACOMA,WA98405 		NONE PC GENERAL OPERATING 15,000

REBUILDING HOPE SEXUAL ASSAULT CENTER
FOR PIERCE COUNTY
101 E 26TH ST STE 200
TACOMA,WA98421 		NONE PC GENERAL OPERATING 5,000

SPECIAL OLYMPICS WASHINGTON

2815 2ND AVE STE 370
SEATTLE,WA981212191 		NONE PC GENERAL OPERATING 5,000

SECOND CITY CHAMBER SERIES

PO BOX 7879
TACOMA,WA98417 		NONE PC GENERAL OPERATING 4,000

PIERCE COLLEGE FOUNDATION

1601 39TH AVE SE
PUYALLUP,WA983742222 		NONE PC GENERAL OPERATING 60,000

TACOMA ARTS LIVE

1001 YAKIMA AVE STE 1
TACOMA,WA984054869 		NONE PC GENERAL OPERATING 17,000

TACOMA AREA COALITION OF
INDIVIDUALS WITH DISABILITIES
6315 SOUTH 19TH STREET
TACOMA,WA98466 		NONE PC GENERAL OPERATING 18,000

GIRL SCOUTS OF WESTERN WASHINGTON

5601 6TH AVE S SUITE 150
SEATTLE,WA98108 		NONE PC GENERAL OPERATING 3,000

NOURISH PIERCE COUNTY

1702 S 72ND ST STE E
TACOMA,WA984081238 		NONE PC GENERAL OPERATING 50,000

HARVEST AGAINST HUNGER
ATTN DAVID BOBANICKDIR
PO BOX 4098
SEATTLE,WA98194 		NONE PC GENERAL OPERATING 5,000

TACOMA OPERA ASSOCIATION

1720 S 7TH ST SUITE 104105
TACOMA,WA984053316 		NONE PC GENERAL OPERATING 12,000

HELPING HAND HOUSE

4321 2ND STREET SW
PUYALLUP,WA98373 		NONE PC GENERAL OPERATING 1,000

WASHINGTON DECA

16040 CHRISTENSEN ROAD SUITE 215
TUKWILA,WA98188 		NONE PC GENERAL OPERATING 2,500

NEIGHBORHOOD CLINIC

1323 SOUTH YAKIMA AVENUE
TACOMA,WA98405 		NONE PC GENERAL OPERATING 16,000

PCAF (PIERCE COUNTY AIDS FOUNDATION)

3009 S 40TH ST
TACOMA,WA98409 		NONE PC GENERAL OPERATING 12,000

AMERICAN LEADERSHIP FORUM OF TACOMA
ATTN BETH BOGGSDIRECTOR
1119 PACIFIC AVE STE 801
TACOMA,WA98402 		NONE PC GENERAL OPERATING 10,000

CENTER FOR DIALOG RESOLUTION

717 TACOMA AVENUE SOUTH
TACOMA,WA984022201 		NONE PC GENERAL OPERATING 15,000

MERCY HOUSING NORTHWEST

1600 BROADWAY SUITE 2000
DENVER,CO80202 		NONE PC GENERAL OPERATING 10,000

SISTER CITIES COUNCIL OF TACOMA PIERCE
COUNTY
1118 E D ST
TACOMA,WA98421 		NONE PC GENERAL OPERATING 2,000

PUGET SOUND REVELS

917 PACIFIC AVE STE 914
TACOMA,WA98402 		NONE PC GENERAL OPERATING 1,000

CATHOLIC COMMUNITY SERVICES OF WESTERN
WASHINGTON
100 - 23RD AVENUE SOUTH
SEATTLE,WA98144 		NONE PC GENERAL OPERATING 139,200

NORTHWEST SINFONIETTA

1019 PACIFIC AVENUE SUITE 101
TACOMA,WA984011154 		NONE PC GENERAL OPERATING 11,000

BOYS & GIRLS CLUBS OF SOUTH PUGET
SOUND
3875 SOUTH 66TH STREET
TACOMA,WA98409 		NONE PC GENERAL OPERATING 10,000

PUYALLUP VALLEY ST FRANCIS HOUSE

PO BOX 156
PUYALLUP,WA98371 		NONE PC GENERAL OPERATING 10,000

REACH MINISTRIES

309 SOUTH G STREET SUITE 3
TACOMA,WA98405 		NONE PC GENERAL OPERATING 10,000

CHINESE RECONCILIATION PROJECT FDTN

PO BOX 7024
TACOMA,WA98406 		NONE PC GENERAL OPERATING 5,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		NONE PC GENERAL OPERATING 13,000

MUSEUM OF GLASS

1801 DOCK ST
TACOMA,WA98402 		NONE PC GENERAL OPERATING 10,000

SAFE STREETS CAMPAIGN

622 TACOMA AVE S FL 1
TACOMA,WA984023323 		NONE PC GENERAL OPERATING 20,000

ARK INSTITUTE OF LEARNING

1916 S WASHINGTON STREET
TACOMA,WA98405 		NONE PC GENERAL OPERATING 12,000

COMMUNITIES IN SCHOOLS OF LAKEWOOD

10828 GRAVELLY LAKE DR SW STE 104
LAKEWOOD,WA98499 		NONE PC GENERAL OPERATING 10,000

SOUND OUTREACH

1106 MARTIN LUTHER KING JR WAY
TACOMA,WA98405 		NONE PC GENERAL OPERATING 20,000

FOSS WATERWAY SEAPORT

705 DOCK ST
TACOMA,WA98402 		NONE PC GENERAL OPERATING 1,000

PALMER SCHOLARS

2141 J STREET
TACOMA,WA98405 		NONE PC GENERAL OPERATING 36,000

PEARL FOUNDATION OF PUGET SOUND

1420 MARVIN RD NE
LACEY,WA98516 		NONE PC GENERAL OPERATING 1,000

MOCKINGBIRD SOCIETY

2100 24TH AVE S SUITE 240
SEATTLE,WA98144 		NONE PC GENERAL OPERATING 7,000

EXECUTIVE COUNCIL FOR THE JOB CARR
CABIN MUSEUM
PO BOX 7609
TACOMA,WA984170609 		NONE PC GENERAL OPERATING 4,000

CATHERINE PLACE

923 SOUTH 8TH STREET
TACOMA,WA98405 		NONE PC GENERAL OPERATING 5,000

DADS DIVINE ALTERNATIVES FOR DADS SERVIC

411 12TH AVE STE 300
SEATTLE,WA981225523 		NONE PC GENERAL OPERATING 2,000

CHILDRENS INTERNATIONAL HEALTH RELIEF

4218 S STEELE ST STE 220
TACOMA,WA984097334 		NONE PC GENERAL OPERATING 1,000

A STEP AHEAD IN PIERCE COUNTY

10324 CANYON ROAD E STE 203
PUYALLUP,WA98373 		NONE PC GENERAL OPERATING 5,000

REBUILDING TOGETHER SOUTH SOUND

4019 S ORCHARD ST
TACOMA,WA98466 		NONE PC GENERAL OPERATING 10,000

WASHINGTON STATE HISTORICAL SOCIETY

1911 PACIFIC AVE
TACOMA,WA984023109 		NONE PC GENERAL OPERATING 2,000

SYMPHONY TACOMA

901 BROADWAY SUITE 600
TACOMA,WA98402 		NONE PC GENERAL OPERATING 27,000

LAKEWOOD COMMUNITY PLAYERS

PO BOX 99041
LAKEWOOD,WA984960041 		NONE PC GENERAL OPERATING 1,000

TACOMA COMMUNITY COLLEGE FOUNDATION

6501 SOUTH 19TH STREET
TACOMA,WA98466 		NONE PC GENERAL OPERATING 60,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON COURT
TIGARD,OR97224 		NONE PC GENERAL OPERATING 10,000

THE SALVATION ARMY - NW DIVISION

111 QUEEN ANNE AVE STE 300
SEATTLE,WA98109 		NONE PC GENERAL OPERATING 10,000

MARY BRIDGE CHILDRENS FOUNDATION

PO BOX 5299
TACOMA,WA984152096 		NONE PC GENERAL OPERATING 10,000

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		NONE PC GENERAL OPERATING 10,000

LAKEWOLD GARDENS

12317 GRAVELLY LAKE DR SW
TACOMA,WA98499 		NONE PC GENERAL OPERATING 2,000

FOOTHILLS RAILS TO TRAILS COALITION

PO BOX 192
PUYALLUP,WA98371 		NONE PC GENERAL OPERATING 2,000

TACOMA CONCERT BAND

PO BOX 64922
UNIVERSITY PLACE,WA98464 		NONE PC GENERAL OPERATING 6,000

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 359505
SEATTLE,WA98195 		NONE PC GENERAL OPERATING 50,000

SEABURY SCHOOL

1801 53RD STREET NE
TACOMA,WA98422 		NONE PC GENERAL OPERATING 3,000

AHAT HOMECARE

301 NORTH L STREET
TACOMA,WA984030000 		NONE PC GENERAL OPERATING 8,000

EMERGENCY FOOD NETWORK

3318 92ND STREET SOUTH
LAKEWOOD,WA98499 		NONE PC GENERAL OPERATING 100,000

STUDIO EAST TRAINING FOR THE
PERFORMING ARTS
10718 NE 68TH ST
KIRKLAND,WA98033 		NONE PC GENERAL OPERATING 2,000

OLIVE CREST

2130 E 4TH ST STE 200
SANTA ANA,CA927053818 		NONE PC GENERAL OPERATING 7,000
Total .................................right arrow 3a 1,424,200
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 ....     14 965,902  
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 ............ 		    18 237,456  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 723  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,204,081  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,204,081
(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:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS    
02665WER8 AMERICAN HONDA MTN 213,027 213,180
06418GAD9 BANK NOVA SCOTIA 197,350 202,940
12189TAX2 BURLINGTON NORTH 124,467 112,183
17275RAN2 CISCO SYSTEMS INC 100,082 99,677
22160KAP0 COSTCO WHSL CORP NEW 95,296 85,662
29364WAZ1 ENTERGY LOUISIANA 135,956 141,410
29736RAP5 ESTEE LAUDER CO INC 177,206 177,996
606822BH6 MITSUBISHI UFJ FIN 184,363 191,340
68389XBD6 ORACLE CORP 101,317 91,873
74460DAH2 PUBLIC STORAGE 123,929 133,694
828807CY1 SIMON PROPERTY GROUP 100,051 96,050
88579YAV3 3M COMPANY 93,472 93,507
89236TJT3 TOYOTA MTR MTN 188,764 193,006
931142DP5 WAL MART STORES INC 100,023 99,338

TY 2023 InvestmentsCorpStockSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE STOCK    
00724F101 ADOBE SYS INC 14,215 89,490
007903107 ADVANCED MICRO DEVIC 67,393 203,131
02079K305 ALPHABET INC CL A 151,661 670,512
023135106 AMAZON.COM INC 321,133 516,596
026874784 AMERICAN INTERNATION 87,704 101,625
03027X100 AMERICAN TOWER CORP 31,043 107,940
031162100 AMGEN INC 118,937 144,010
032654105 ANALOG DEVICES INC 37,850 198,560
036752103 ELEVANCE HEALTH INC 78,409 141,468
037833100 APPLE INC 14,162 885,638
038222105 APPLIED MATERIALS IN 35,883 291,726
084670702 BERKSHIRE HATHAWAY I 111,019 249,662
09247X101 BLACKROCK INC 21,679 101,475
101137107 BOSTON SCIENTIFIC CO 31,577 46,248
110122108 BRISTOL MYERS SQUIBB 196,363 174,454
125896100 C M S ENERGY CORP 42,550 40,649
126650100 CVS HEALTH CORPORATI 68,577 86,856
166764100 CHEVRON CORPORATION 58,249 253,572
17275R102 CISCO SYSTEMS INC 126,228 222,288
172967424 CITIGROUP INC 113,168 128,600
191216100 COCA COLA COMPANY 115,825 188,576
20030N101 COMCAST CORP CL A 70,271 109,625
21036P108 CONSTELLATION BRANDS 65,412 96,700
22160K105 COSTCO WHSL CORP 8,096 138,617
26441C204 DUKE ENERGY HOLDING 24,633 29,112
26875P101 E O G RES INC 88,757 145,140
278865100 ECOLAB INC 49,468 99,175
30303M102 FACEBOOK INC A 59,130 247,772
34959J108 FORTIVE CORP WI 71,816 110,445
38141G104 GOLDMAN SACHS GROUP 72,623 135,020
437076102 HOME DEPOT INC 26,268 207,930
438516106 HONEYWELL INTERNATIO 124,763 188,739
445658107 HUNT J B TRANS SVCS 46,384 99,870
46625H100 J P MORGAN CHASE CO 74,222 374,220
517834107 LAS VEGAS SANDS CORP 71,919 59,052
532457108 ELI LILLY CO 55,468 408,044
57636Q104 MASTERCARD INC 54,448 255,906
580135101 MCDONALDS CORP 32,687 163,081
58933Y105 MERCK AND CO INC 149,387 272,550
594918104 MICROSOFT CORP 67,790 1,052,912
609207105 MONDELEZ INTERNATION 56,599 108,645
654106103 NIKE INC 6,785 27,143
666807102 NORTHROP GRUMMAN COR 96,308 163,849
67066G104 NVIDIA CORP 196,242 198,088
67103H107 O REILLY AUTOMOTIVE 36,874 95,008
697435105 PALO ALTO NETWORKS I 97,535 117,952
718172109 PHILIP MORRIS INTL 48,860 94,080
74340W103 PROLOGIS INC 26,629 33,325
808513105 SCHWAB CHARLES CORP 35,420 158,240
855244109 STARBUCKS CORP 15,785 67,207
872590104 T -MOBILE US INC 61,783 80,165
87612E106 TARGET CORP 20,007 64,089
911312106 UNITED PARCEL SERVIC 103,092 188,676
91324P102 UNITED HEALTH GROUP 34,919 52,647
92343V104 VERIZON COMMUNICATIO 83,718 60,320
929160109 VULCAN MATERIALS CO 28,239 45,402
92939U106 WEC ENERGY GROUP INC 61,581 84,170
962166104 WEYERHAEUSER CO 23,018 41,724
98138H101 WORKDAY INC 35,914 55,212
G29183103 EATON CORP PLC 13,992 72,246
G54950103 LINDE PLC SHS 77,641 195,087
G5960L103 MEDTRONIC PLC 136,901 151,085
G6095L109 APTIV PLC 93,025 94,206

TY 2023 InvestmentsOtherSchedule2
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00191K849 AQR STYLE PREMIA ALT AT COST 385,122 285,691
024525669 AHL MANAGED FUTURES AT COST 395,541 371,282
09250J734 BLACKROCK EVENT DRIV AT COST 289,570 302,403
09260B374 BLACKROCK STRATEGIC AT COST 477,276 454,231
22540S836 CREDIT SUISSE FL RT AT COST 719,659 694,651
233203868 DFA LARGE CAP INTL P AT COST 373,949 465,288
24610B826 DELAWARE SMALL CAP C AT COST 651,580 794,909
256206103 DODGE COX INTERNATI AT COST 741,541 971,746
258620301 DOUBLELINE CORE FIX AT COST 800,760 694,121
41665X859 HARTFORD SCHRODERS E AT COST 352,962 408,438
464287226 ISHARES CORE U.S. AG AT COST 1,370,706 1,389,500
464287432 ISHARES 20 YEAR TREA AT COST 148,264 148,320
464287499 ISHARES RUSSELL MID AT COST 736,958 777,300
464287564 ISHARES COHEN STEERS AT COST 14,193 46,984
52106N889 LAZARD EMERGING MKTS AT COST 285,202 251,566
524686524 CLEARBRIDGE INTERNAT AT COST 500,000 512,965
552746356 MFS INTERNATIONAL GR AT COST 691,344 831,329
670678119 NUVEEN REAL ESTATE S AT COST 300,228 240,626
693390841 P I M C O HIGH YIELD AT COST 176,511 192,946
704329531 PAYDEN EMER MRKT BON AT COST 145,357 111,959
72201F490 PIMCO INCOME FUND IN AT COST 679,473 605,533
74440B884 PGIM TOTAL RETURN BO AT COST 1,306,410 1,184,642
904504479 UNDISCOVERED MGRS BE AT COST 467,016 620,984
921909818 VANGUARD TOT INT ST AT COST 721,855 921,942
922020839 VANGUARD CORE BOND F AT COST 869,653 744,881
922031711 VANGUARD ULTRA SHORT AT COST 716,675 720,535
922031760 VANGUARD HIGH YIELD AT COST 162,637 149,405
922042858 VANGUARD FTSE EMERGI AT COST 269,447 267,150
922908553 VANGUARD REAL ESTATE AT COST 135,335 132,540
922908595 VANGUARD SMALL CAP G AT COST 599,241 628,602
92835M414 ALPHASIMPLEX MGD FUT AT COST 468,679 410,229

TY 2023 OtherAssetsSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
000000000 MISCELLANEOUS ENTRY   28,347 28,347


TY 2023 OtherDecreasesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Amount
CY PURCHASE OF ACCRUED INTEREST 5,456
ROC ON CY SALES 99


TY 2023 OtherExpensesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 7 0   7
STATE FILING FEE/TAX 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 723 0  


TY 2023 OtherIncreasesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Description Amount
MUTUAL FUND TIMING DIFFERENCE 9,419
COST BASIS ADJUSTMENT 6,034


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
REAL ESTATE NOTE 1371   100,000   1995-08 2000-08   0 %        
REAL ESTATE NOTE 1374   80,600   1995-08 2000-08   0 %        

TY 2023 OtherProfessionalFeesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 5,690 5,690    


TY 2023 TaxesSchedule
Name:
FUCHSG & M FDN TAI
EIN:
91-6022284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 11,124 11,124   0
FOREIGN TAXES ON NONQUALIFIED 2,611 2,611   0