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
NAMES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1019 REGENTS BLVD 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FIRCREST, WA98466
A Employer identification number

94-3250195
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$159,866,686J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,854 2,854  
4 Dividends and interest from securities... 2,088,342 2,843,661  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 517,460
b Gross sales price for all assets on line 6a 9,660,017
7 Capital gain net income (from Part IV, line 2)... 3,157,785
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 -214,388  
12 Total. Add lines 1 through 11........ 2,608,656 5,789,912  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 170,000 25,000   145,000
14 Other employee salaries and wages...... 210,313 3,000   207,313
15 Pension plans, employee benefits....... 81,469 1,222   80,247
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,253 0   5,253
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,162 34,793   12,169
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
350,818 300,218   50,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,451 1,633   102
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 33,962 0   33,962
22 Printing and publications.......... 1,302 0   1,302
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,995 702,457   59,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 998,725 1,068,323   595,943
25 Contributions, gifts, grants paid....... 5,968,629 5,968,629
26 Total expenses and disbursements. Add lines 24 and 25 6,967,354 1,068,323   6,564,572
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,358,698
b Net investment income (if negative, enter -0-) 4,721,589
c Adjusted net income (if negative, enter -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............. 715,295 337,597 337,597
2 Savings and temporary cash investments......... 4,467,209 5,319,872 5,319,872
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,219,075 Click to see attachment
List of Attached Documents:
// Content
9,894,325 		9,894,325
b Investments—corporate stock (attach schedule)....... 91,514,462 Click to see attachment
List of Attached Documents:
// Content
104,671,214 		104,671,214
c Investments—corporate bonds (attach schedule)....... 4,640,853 Click to see attachment
List of Attached Documents:
// Content
3,363,812 		3,363,812
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).......... 31,199,832 Click to see attachment
List of Attached Documents:
// Content
36,279,866 		36,279,866
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 140,756,726 159,866,686 159,866,686
Liabilities 17 Accounts payable and accrued expenses.......... 254 798
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)......... 254 798
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........... 140,756,472 159,865,888
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 140,756,472 159,865,888
30 Total liabilities and net assets/fund balances (see instructions). 140,756,726 159,866,686
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
140,756,472
2
Enter amount from Part I, line 27a .....................
2
-4,358,698
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
23,468,114
4
Add lines 1, 2, and 3 ..........................
4
159,865,888
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
159,865,888
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 PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
b PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
c GAINS FROM ALTENATIVE INVESTMENTS   2023-01-01 2023-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,007,452   8,924,053 83,399
b 652,565   86,519 566,046
c 2,508,340     2,508,340
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       83,399
b       566,046
c       2,508,340
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,157,785
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 65,630
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 65,630
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 65,630
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 44,687
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,687
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 10,943
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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, CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowWWW.NAMESFOUNDATION.ORG
14
The books are in care ofright arrowPATRICIA SHULTS Telephone no.right arrow (253) 566-7000

Located atright arrow1019 REGENTS BLVD 201FIRCRESTWA ZIP+4right arrow98466
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PATRICIA SHULTS EXECUTIVE DIRECTOR
40.00 		170,000 41,000 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
KIM HEGARDT BOARD PRESIDENT
5.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
RICK NAMES VICE PRESIDENT
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
ERIN SHAGREN TREASURER
3.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
MONICA NAMES-KING SECRETARY
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
KAPPY NAMES TRUSTEE
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
TRINA GOHRICK TRUSTEE
2.00 		0 0 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CATHRINA HARVEY-TURNER BOOKKEEPER
20.00 		59,000 37,700 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
LINSEY SAUER GRANTS MANAGER
40.00 		92,229 2,766 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
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
GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE INVESTMENT MANAGEMENT 250,989
1420 FIFTH AVE SUITE 3020
SEATTLE,WA98101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
111,659,415
b
Average of monthly cash balances.......................
1b
4,624,760
c
Fair market value of all other assets (see instructions)................
1c
31,199,832
d
Total (add lines 1a, b, and c).........................
1d
147,484,007
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
147,484,007
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,212,260
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
145,271,747
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,263,587
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
7,263,587
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
65,630
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,819
c
Add lines 2a and 2b............................
2c
68,449
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,195,138
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,195,138
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
7,195,138
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,564,572
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,564,572
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 7,195,138
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,282,712
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,564,572
a Applied to 2022, but not more than line 2a 5,282,712
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..... 1,281,860
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 .......... 		5,913,278
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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:
PATRICIA SHULTS
1019 REGENTS BLVD SUITE 201
FIRCREST,WA98466
(253) 566-7000
bThe form in which applications should be submitted and information and materials they should include:
STANDARD GRANT APPLICATION INCLUDING NATURE OF ORGANIZATION, CHARITABLE FUNCTIONS, USE TO WHICH GRANT PROCEEDS WILL BE APPLIED, CURRENT FINANCIAL STATEMENTS OF THE ORGANIZATION, LIST OF OFFICERS AND DIRECTORS OR TRUSTEES, AND COPY OF IRS NOTICE OF EXEMPT STATUS.
cAny submission deadlines:
AUGUST 31ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS.
Form 990-PF (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

A PLACE CALLED HOME

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

ALL-AMERICAN HEROES FOUNDATION

3118 290TH ST S
ROY,WA98580 		  PC GENERAL OPERATING SUPPORT 5,000

ALLIANCE FOR COMMUNITY EMPOWERMENT

18515 16TH AVENUE CT E
SPANAWAY,WA98387 		  PC BASKETBALL PROGRAM EXPANSION 15,000

ALZHEIMER'S ASSOCIATION WASHINGTON STATE CHAPTER

19031 33RD AVE W 301
LYNNWOOD,WA98036 		  PC GENERAL OPERATING SUPPORT 30,000

ANGEL WINGS FOUNDATION

PO BOX 7350
BONNEY LAKE,WA98391 		  PC ANGEL WINGS FOUNDATION: HOPE DAY 5,000

BAR X PROJECT INC

345 JOHNNY BOY
BERLIN,NJ08009 		  PC THE BAR X PROJECT 2024 TRIP TO MONTANA 20,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 SOUTH 66TH STREET SUITE 101
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 1,500

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 SOUTH 66TH STREET SUITE 101
TACOMA,WA98409 		  PC HEALTHY LIFESTYLES (PIERCE COUNTY CLUBS) 90,000

BOYS AND GIRLS CLUB OF HAWAII

1000 BISHOP STREET SUITE 505
HONOLULU,HI96813 		  PC KAUAI BOYS & GIRLS CLUB 3,120

CAMP FIRE NCW

PO BOX 1734
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT 5,000

CAMP KOREY

24880 BROTHERHOOD ROAD
MOUNT VERNON,WA98274 		  PC 2023 FALL FAMILY WEEKENDS FOR CHILDREN WITH COMPLEX MEDICAL CONDITIONS 20,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		  PC TACOMA CAMP SPARKLE - PIERCE COUNTY 15,000

CASA DOG

PO BOX 1327
GRAHAM,WA98338 		  PC GENERAL OPERATING SUPPORT 5,000

CASCADE CHRISTIAN SCHOOLS

815 21ST ST SE
PUYALLUP,WA98372 		  PC GENERAL SUPPORT 1,000

CASHMERE SCHOOLS FOUNDATION

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

CASITAS ROWING

PO BOX 74
OAK VIEW,CA93022 		  PC SUMMER ROWING 10,000

CATALYST PUBLIC SCHOOLS

1305 IRONSIDES AVE
BREMERTON,WA98310 		  PC GENERAL OPERATING SUPPORT 500

CATHOLIC CHARITIES HAWAII

1822 KEEAUMOKU STREET
HONOLULU,HI96822 		  PC VETERAN'S HOUSING SERVICES 5,000

CENTRAL COAST YOUTH CYCLING ASSOCIATION DBA OJAI RIDERS CLUB

1121 CAPELLO WAY
OJAI,CA93023 		  PC GENERAL OPERATING SUPPORT 10,000

CHEETAH ATHLETIC ASSOCIATION

8302 43RD PL W
UNIVERSITY PLACE,WA98466 		  PC GENERAL OPERATING SUPPORT 5,000

CHELAN COUNTY FIRE DISTRICT 9 AUXILIARY

14193 CHIWAWA LOOP RD UNIT 3
LEAVENWORTH,WA98826 		  PC GENERAL OPERATING SUPPORT 2,000

CHELAN DOUGLAS COUNTY CASAGAL PROGRAM

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

CHELAN DOUGLAS COUNTY CASAGAL PROGRAM

PO BOX 2027
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT 5,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION

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

COLLEGE SUCCESS FOUNDATION - TACOMA

3223 N 13TH STREET
TACOMA,WA98406 		  PC GENERAL SUPPORT - TACOMA 1,200

COMMUNITIES IN SCHOOLS OF PUYALLUP

302 SECOND ST SE
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 5,000

COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON

9 S WENATCHEE AVE
WENATCHEE,WA98801 		  PC NICHOLAS VITULLI MEMORIAL FUND 2,062

CONQUEST SELF DEFENSE

5604 E PORTLAND AVE
TACOMA,WA98404 		  PC MARTIAL ARTS TRAINING MAT AND WALL PADDING PROJECT 10,000

COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

91-1270 KINOIKI STREET BUILDING 1
KAPOLEI,HI96707 		  PC KKOO MAUI FUND 30,000

CYSTIC FIBROSIS FOUNDATION

9635 GRANITE RIDGE DRIVE SUITE 110
SAN DIEGO,CA92129 		  PC GENERAL SUPPORT 1,571

DIERINGER SCHOOL DISTRICT

1320 178TH AVE E
LAKE TAPPS,WA98391 		  GOV ATHLETIC DEPARTMENT SUPPORT 5,000

DOWNTOWN ATHLETIC CLUB HAWAII

220 S KING ST
HONOLULU,HI96813 		  PC LUNA STRONG 10,000

EMPOWERMENT THROUGH CONNECTION

PO BOX 589
GRAHAM,WA98338 		  PC GENERAL OPERATING SUPPORT 5,000

EMPOWERMENT THROUGH CONNECTION

PO BOX 589
GRAHAM,WA98338 		  PC SUNDANCE CIRCLE HIPPOTHERAPY SCHOLARSHIPS 50,000

FALLBROOK SPORTS ASSOCIATION

PO BOX 503
FALLBROOK,CA92088 		  PC INGOLD SPORTS PARK GENERAL OPERATING SUPPORT 10,000

FALLBROOK SPORTS ASSOCIATION

PO BOX 503
FALLBROOK,CA92088 		  PC INGOLD SPORTS PARK 10,000

FALLBROOK SPORTS ASSOCIATION

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

FALLBROOK SPORTS ASSOCIATION

PO BOX 503
FALLBROOK,CA92088 		  PC INGOLD SPORTS PARK SUPPORT - PL 2,500

FOREVERGREEN TRAILS

243 S 55TH ST
TACOMA,WA98408 		  PC PIPELINE TRAIL PHASE 1 CONSTRUCTION 20,000

FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE

9600 VETERANS DRIVE SW
LAKEWOOD,WA98493 		  PC GOLF COURSE DRIVING RANGE NET REPLACEMENT 270,000

FRIENDS OF KEXP

472 1ST AVE N
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 504

FRIENDS OF SEQUOIA THERAPEUTIC RECREATION (DBA SEQUOIA THERAPEUTIC RECREATI

6613 S CHEYENNE ST
TACOMA,WA98409 		  PC SEQUOIA THERAPEUTIC RECREATION 50,000

FRIENDS OF THE TONTO NATIONAL FOREST INC

4022 E GREENWAY RD STE 11 348
PHOENIX,AZ85032 		  PC GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES 500

FRIENDS OF THE TONTO NATIONAL FOREST INC

4022 E GREENWAY RD
PHOENIX,AZ85032 		  PC GENERAL OPERATING SUPPORT 10,000

GAME TIME

5508 PACIFIC AVE STE B
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 250,000

GIVE BACK YOGA FOUNDATION

900 BASELINE ROAD COTTAGE 13B
BOULDER,CO80302 		  PC YOGA FOR EATING DISORDER RECOVERY WITH EAT BREATHE THRIVE 10,000

GRASSROOT SOCCER INC

PO BOX 632
HANOVER,NH03755 		  PC SKILLZ PROGRAM 10,000

GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION

4702 S 19TH STREET
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 500

GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION

4702 S 19TH STREET
TACOMA,WA98405 		  PC WHOLE CHILD SAFE ZONES SITE 134,000

GREATER TACOMA COMMUNITY FOUNDATION

950 PACIFIC AVE STE 1100
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 1,545

HABITAT FOR HUMANITY CENTRAL ARIZONA

2830 W GLENDALE AVE STE 33
PHOENIX,AZ85051 		  PC GENERAL OPERATING SUPPORT 500

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC MAUI STRONG 1,000

HAWAIIAN MUSIC AND DANCE FOUNDATION

PO BOX 4717
HONOLULU,HI96812 		  PC ELEMENTARY SCHOOL PROJECTS 5,000

HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY

2608 CENTER STREET
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 10,000

JOHN SEDGWICK PTSA

8995 SE SEDGWICK ROAD
PORT ORCHARD,WA98366 		  PC VOLLEYBALL AND TRACK EQUIPMENT 10,000

JUMPSTART ENTERPRISES DBA TRINITY NEIGHBORHOOD CLINIC

1615 6TH AVENUE
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT - SPORTS PHYSICALS 10,000

JUNIOR ACHIEVEMENT OF WASHINGTON

1610 PERIMETER ROAD
AUBURN,WA98001 		  PC FINANCIAL LITERACY AND CAREER READINESS FOR K-12 STUDENTS 10,000

KIDS OUT OF CARS

PO BOX 1442
GRAHAM,WA98338 		  PC VOLUNTEER MATCHING 250

KIDS OUT OF CARS

PO BOX 1442
GRAHAM,WA98338 		  PC GENERAL OPERATING SUPPORT 15,000

KITSAP COMMUNITY FOUNDATION

PO BOX 3670
SILVERDALE,WA98383 		  PC WOMEN'S GIVING CIRCLE MATCHING GIFT 1,500

KITSAP REGIONAL LIBRARY FOUNDATION

1301 SYLVAN WAY
BREMERTON,WA98310 		  PC GENERAL OPERATING SUPPORT 600

LAKE CHELAN RECREATION DEVELOPMENT FOUNDATION

PO BOX 202
CHELAN,WA98816 		  PC KEEP CHELAN BLUE 1,030

LAKE TAPPS ELEMENTARY

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC ATHLETICS DEPARTMENT 5,000

LAKE TAPPS ELEMENTARY SCHOOL PTA

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC WALK-A-THON MATCH 2,000

LIGHTHOUSE CHRISTIAN SCHOOL

3008 36TH STREET
GIG HARBOR,WA98335 		  PC MAXIMIZING OUR POTENTIAL - PHASE 1 100,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130 131ST ST S
TACOMA,WA98444 		  PC SCHOOL BASED SERVICES 10,000

LITTLE LEAGUE BASEBALL INC

5795 SE HAVGAARD RD
OLALLA,WA98359 		  PC SKILLFEST MATCH 500

LOS ANGELES HOUSE OF RUTH

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

MAKE-A-WISH FOUNDATION OF SAN DIEGO

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

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC MATCH IN SUPPORT OF BRENDAN NORDHOLM 250

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC GENERAL OPERATING SUPPORT (WISHES) 10,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC GENERAL OPERATING SUPPORT 2,500

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC GENERAL OPERATING SUPPORT TO SUPPORT WISHES 45,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WISHES 10,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC IN MEMORY OF BOB HEGARDT - GENERAL SUPPORT 2,500

MAKE-A-WISH FOUNDATION GREATER LOS ANGELES

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

MATTER'S ATHLETIC

12611 CALLE DE LA SIENA
SAN DIEGO,CA92130 		  PC GENERAL OPERATING SUPPORT 10,000

MAUI FOOD BANK INC

760 KOLU STREET
WAILUKU,HI96793 		  PC GENERAL OPERATING SUPPORT 30,000

MAUI HUMANE SOCIETY INC

PO BOX 1047
PUUNENE,HI96784 		  PC GENERAL OPERATING SUPPORT 10,000

MCDOWELL SONORAN CONSERVANCY

8175 EAST EVANS ROAD 12817
SCOTTSDALE,AZ85260 		  PC GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES 1,000

MISSION RIDGE SKI EDUCATION FOUNDATION

25 N WENATCHEE AVE
WENATCHEE,WA98801 		  PC MATCHING GIFT FOR GENERAL OPERATING SUPPORT 5,000

MISSPITS RESCUE

PO BOX 46
ROCHESTER,WA98579 		  PC GENERAL OPERATING SUPPORT 10,000

MONTANA STATE UNIVERSITY ALUMNI FOUNDATION

PO BOX 172750
BOZEMAN,MT59717 		  PC BOBCAT ATHLETIC COMPLEX AND ACADEMIC EXCELLENCE CENTER 5,000

MONTLAKE FUTURES FUND

1525 11TH AVE
SEATTLE,WA98122 		  PC FOOTBALL FUND 2,575

MOPS INTERNATIONAL

2370 SOUTH TRENTON WAY
DENVER,CO80231 		  PC GENERAL OPERATING SUPPORT 5,150

MOPS INTERNATIONAL

2370 SOUTH TRENTON WAY
DENVER,CO80231 		  PC GENERAL OPERATING SUPPORT 15,000

MOPS INTERNATIONAL

2370 SOUTH TRENTON WAY
DENVER,CO80231 		  PC GENERAL OPERATING SUPPORT 2,500

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E
EDGEWOOD,WA98372 		  PC GENERAL OPERATING SUPPORT 2,500

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E
EDGEWOOD,WA98372 		  PC GENERAL OPERATING SUPPORT 20,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CAPITAL CAMPAIGN: INPATIENT GYM/THERAPY FACILITY 1,010,991

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC CAROL MILGARD BREAST CENTER - GREATEST NEED IN PATIENT SUPPORT 1,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC CORKS & CRUSH 2023 - ACCESS TO CARE 20,000

MULTICARE HEALTH FOUNDATION

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

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC CORKS & CRUSH 2023 (KA) 250

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC CORKS & CRUSH 2023 (KN) 4,500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE, NICU AND BRIDGES PROGRAMS 22,500

MULTICULTURAL CHILD AND FAMILY HOPE CENTER

2021 S 19TH STREET
TACOMA,WA98405 		  PC CORA WHITLEY FAMILY CENTER SITE SECURITIZATION 40,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE FIFTH FLOOR
NORWALK,CT06851 		  PC MMRF IMMUNE PROFILING NETWORK 50,000

NAVAJOYES

PO BOX 1487
TEEC NOS POS,AZ86514 		  PC DINE' BIKE PROJECT 50,000

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 61489
VANCOUVER,WA98666 		  PC PIERCE COUNTY ADAPTIVE SPORTS PROGRAMMING 15,000

NORTHWEST BATTLE BUDDIES

PO BOX 2511
BATTLE GROUND,WA98604 		  PC GENERAL OPERATING SUPPORT 2,500

NORTHWEST TREK FOUNDATION

11610 TREK DRIVE EAST
EATONVILLE,WA98328 		  PC NW TREK ANIMAL OPERATIONS AREA IMPROVEMENTS (ANIMAL COMMISSARY) 50,000

ONLY7SECONDS

312 E TROW AVE SUITE 201B
CHELAN,WA98816 		  PC GENERAL OPERATING SUPPORT 10,000

OPPORTUNITY CENTER OF ORTING

112 TRAIN ST SW
ORTING,WA98360 		  PC GENERAL OPERATING SUPPORT 7,500

OREGON STATE UNIVERSITY FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		  PC DAM PROUD DAY - FOOTBALL MATCH 2,500

OREGON STATE UNIVERSITY FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		  PC SUPPORT FOR ENGLISH DEPARTMENT 10,000

OUTDOORS FOR ALL FOUNDATION

6344 NE 74TH ST SUITE 102
SEATTLE,WA98115 		  PC GENERAL OPERATING SUPPORT 25,000

PACIFIC NORTHWEST ALTERNATIVE PEER GROUPS

6532 PHINNEY AVE N ROOM 32
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 10,000

PERMISSION TO START DREAMING (PTSD) FOUNDATION

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

PHOTOGRAPHIC CENTER NORTHWEST

900 12TH AVE
SEATTLE,WA98122 		  PC SCHOLARSHIP PROGRAM 15,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET STE 107
SEATTLE,WA98109 		  PC YOUTH EDUCATION PROGRAMS 5,000

RAINIER ADAPTIVE SPORTS

2218 MELROSE STREET
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 55,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC GENERAL FUND 4,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC GENERAL OPERATING SUPPORT 10,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC DECEMBER MATCHING GIFT - GENERAL OPERATING SUPPORT 1,000

SALT RIVER WILD HORSE MANAGEMENT GROUP INC

4610 N 68TH ST UNIT 477
SCOTTSDALE,AZ85251 		  PC GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES 1,000

SEATTLE CHILDRENS HOSPITAL FOUNDATION

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

SERVE WENATCHEE VALLEY

PO BOX 5543
WENATCHEE,WA98807 		  PC GENERAL SUPPORT FOOD BANK 500

SERVE WENATCHEE VALLEY

PO BOX 5543
WENATCHEE,WA98807 		  PC GENERAL OPERATING SUPPORT 1,264

SEVEN ACRES FOUNDATION

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

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC COMMUNITY CENTER AT LAKE CHELAN 20,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC LAKE CHELAN COMMUNITY CENTER BUILDING BLOCKS MATCH (ES) 1,052

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC GENERAL OPERATING SUPPORT 2,500

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC LAKE CHELAN COMMUNITY CENTER - SEASON OF GIVING MATCH 1,052

SHRINERS CHILDREN'S - SOUTHERN CALIFORNIA

909 S FAIR OAKS AVENUE
PASADENA,CA91105 		  PC GENERAL OPERATING SUPPORT 20,000

SKYHAWKS RISE

1826 E SPRAGUE AVE
SPOKANE,WA99202 		  PC SPORTS OF ALL SORTS 50,000

SOULUMINATION

911 N 145TH ST
SEATTLE,WA98133 		  PC GENERAL OPERATING SUPPORT 5,000

SOUTH SOUND CARE FOUNDATION

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

SOUTH SOUND CARE FOUNDATION

PO BOX 1314
TACOMA,WA98401 		  PC BEER & BITES 2023 DONATION 3,500

SPANISH PEAKS COMMUNITY FOUNDATION

PO BOX 161303
BIG SKY,MT59716 		  PC GENERAL SUPPORT 1,000

SPECIAL OLYMPICS WASHINGTON

2815 2ND AVENUE SUITE 370
SEATTLE,WA98121 		  PC BEYOND GOLD SUPPORTING ATHLETES WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 10,000

SPINA BIFIDA ADVOCATE OF WASHINGTON

8404 83RD AVE SW
LAKEWOOD,WA98498 		  PC GENERAL OPERATING SUPPORT 5,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 10,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC MATERNITY SUPPORT SERVICES 20,000

SUPREME FOUNDATION

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

TACOMA ATHLETIC COMMISSION

P O BOX 11304
TACOMA,WA98411 		  PC 2023 SALUTE TO SPORTS SCHOLARSHIPS 30,000

TACOMA ATHLETIC COMMISSION

P O BOX 11304
TACOMA,WA98411 		  PC GOLDEN GLOVES 2024 20,000

TACOMA PIERCE COUNTY HABITAT FOR HUMANITY

4824 SOUTH TACOMA WAY
TACOMA,WA98409 		  PC AGING IN PLACE 10,000

TERI INC

251 AIRPORT ROAD
OCEANSIDE,CA92058 		  PC TERI'S ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH SPECIAL NEEDS 10,000

THE ASHER HOUSE

PO BOX 2159
ESTACADA,OR97023 		  PC GENERAL OPERATING SUPPORT 10,000

THE DWELLING

502 N BROAD STREET
WINSTON SALEM,NC27101 		  PC GENERAL OPERATING SUPPORT 5,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC FIRST TEE YOUTH PROGRAMMING 50,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN FUNDRAISER 2023 (MNK) 2,500

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC TEE UP & WINE DOWN FUNDRAISER 2023 (KD) 250

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC 2023 HARBOTTLE MATCH (MNK) 2,500

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC HARBOTTLE GOLF CLASSIC (MNK - SECOND ITEM) 5,000

THE HOPE FOR FERTILITY FOUNDATION

PO BOX 663
PLEASANT GROVE,UT84062 		  PC GENERAL OPERATING SUPPORT 5,000

THE MICHAEL J FOX FOUNDATION

111 WEST 33RD STREET
NEW YORK,NY10120 		  PC THE PARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE 100,000

THE OCEAN FOUNDATION

1320 19TH ST NW SUITE 500
WASHINGTON DC,DC20036 		  PC GENERAL OPERATING SUPPORT 5,000

THE TRUST FOR PUBLIC LAND

901 5TH AVENUE SUITE 1520
SEATTLE,WA98164 		  PC COMMUNITY SCHOOLYARDS TACOMA PHASE 2 SCHOOLS 1,284,985

THE UCLA FOUNDATION FOR THE BENEFIT OF UCLA HEALTH

10889 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024 		  PC 24 HOUR EMERGENCY CARE CLINIC AND STUART HOUSE 50,000

THE YAKIMA YOUTH GOLF ORGANIZATION

PO BOX 787
YAKIMA,WA98907 		  PC FIRST TEE CENTRAL WA GENERAL OPERATING SUPPORT 5,000

THOMAS JEFFERSON RAIDER PARENT MOVEMENT

PO 3071
FEDERAL WAY,WA98063 		  PC CROSS COUNTY TEAM SUPPORT 5,000

TWLOHA INC

PO BOX 2203
MELBOURNE,FL32902 		  PC TREATMENT SUPPORT 10,000

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		  PC PILOT ATHLETIC FUND 1,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1067
TACOMA,WA98416 		  PC GREATER, WE ASCEND CAMPAIGN - GENERAL SUPPORT (2022 GIFT) 5,181

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1067
TACOMA,WA98416 		  PC AREA OF GREATEST NEED - PUGET SOUND FUND 5,000

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 358045
SEATTLE,WA98195 		  PC TDP-43 MARKER RESEARCH 25,000

USTA PACIFIC NORTHWEST SECTION

9746 SW NIMBUS AVENUE
BEAVERTON,OR97008 		  PC GALBRAITH TENNIS CENTER EXPANDED YOUTH SCHOLARSHIP PROGRAM 25,000

VIKINGS BASEBALL CLUB

PO BOX 755
PUYALLUP,WA98371 		  PC GENERAL OPERATING SUPPORT 5,000

WAHOOPS

14705 MERIDIAN EAST
PUYALLUP,WA98375 		  PC LEWIS AND CLARK HS/YOUTH BASKETBALL PROGRAM SUPPORT 10,000

WAKE FOR WARRIORS

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

WASHINGTON LADYHAWKS FASTPITCH ORGANIZATION

13422 115TH AVE E
PUYALLUP,WA98374 		  PC CAPITAL CAMPAIGN FOR SOFTBALL EQUIPMENT 10,000

WASHINGTON STATE FAIR FOUNDATION

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

WASHINGTON TRAILS ASSOCIATION

705 2ND AVE SUITE 300
SEATTLE,WA98104 		  PC CONNECTING PIERCE COUNTY YOUTH TO THE OUTDOORS THROUGH WTAS OUTDOOR LEADERSHIP TRAINING 20,000

WASHINGTON YOUTH SOCCER FOUNDATION

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

WENATCHEE VALLEY COLLEGE FOUNDATION INC

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

WENATCHEE VALLEY COLLEGE FOUNDATION INC

1301 FIFTH ST WENATCHI HALL THIRD
FLOOR
WENATCHEE,WA98801 		  PC WALT F. HORAN III MUSIC SCHOLARSHIP 3,000

WENATCHEE VALLEY YMCA

217 ORONDO AVE
WENATCHEE,WA98801 		  PC GENERAL OPERATING SUPPORT 5,000

WOMEN'S RESOURCE CENTER OF NCW

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

WOMEN'S RESOURCE CENTER OF NCW

PO BOX 2051
WENATCHEE,WA98807 		  PC GIFTS OF JOY MATCH 3,500

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC MAUI SUPPORT 30,000

YMCA OF PIERCE AND KITSAP COUNTIES

4717 S 19TH ST STE 201
TACOMA,WA98405 		  PC MORGAN FAMILY YMCA REBUILD 765,747

YOUNG BLACK AND BRILLIANT

4227 S MERIDIAN STE D 235
PUYALLUP,WA98373 		  PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 5,968,629
bApproved for future payment

CASCADE CHRISTIAN SCHOOLS
815 21ST ST SE
PUYALLUP,WA98372 		  PC FIELD OF DREAMS CAPITAL CAMPAIGN 20,000

GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVE STE 1100
TACOMA,WA98402 		  PC UNIVERSITY PLACE AND PARKS RECREATION - CIRQUE PARK 300,000

MULTICARE HEALTH FOUNDATION
PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CAPITAL CAMPAIGN: INPATIENT GYM/THERAPY FACILITY 1,489,009

PARTNERS FOR PARKS
1401 MARVIN RD NE STE 307 504
LACEY,WA98516 		  PC THE H-BARN PROJECT 1,000,000

USTA PACIFIC NORTHWEST SECTION
9746 SW NIMBUS AVENUE
BEAVERTON,OR97008 		  PC GALBRAITH TENNIS CENTER EXPANDED YOUTH SCHOLARSHIP PROGRAM 75,000
Total ................................. right arrow 3b 2,884,009
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 ........... 		    14 2,854  
4 Dividends and interest from securities ....     14 2,085,342 3,000
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 ............ 		    18 517,460  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,605,656 3,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,608,656
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 TAX EXEMPT INTEREST INCOME
Form 990-PF (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:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 56,162 34,793   12,169

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

TY 2023 ExpenditureResponsibilityStmt
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
WAHOOPS
  		14705 MERIDIAN EAST
PUYALLUP,WA98375 		2022-04-27 10,000 LEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAM. 10,000 NONE 1/26/23, 8/31/23(FINAL)   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - CORPORATE BONDS 3,363,812 3,363,812

TY 2023 InvestmentsCorpStockSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - CORPORATE STOCK INVESTMENTS 104,671,214 104,671,214

TY 2023 InvestmentsGovtObligationsSch
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
US Government Securities - End of Year Book Value:

9,894,325
US Government Securities - End of Year Fair Market Value:

9,894,325
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HL SECONDARY FUND V LP FMV 5,911,960 5,911,960
HL PRIVATE EQUITY FUND X LP FMV 4,946,273 4,946,273
HL CO-INVESTMENT FUND IV LP FMV 7,999,251 7,999,251
HL STRATEGIC OPPORTUNITIES FUND V LP FMV 901,420 901,420
HL STRATEGIC OPPORTUNITIES FUND VI LP FMV 2,228,558 2,228,558
HL INFRASTRUCTURE OPPORTUNITIES FUND LP FMV 6,887,690 6,887,690
HL STRATEGIC OPPORTUNITIES FUND VII LP FMV 1,934,683 1,934,683
HL EQUITY OPPORTUNITIES FUND V-A LP FMV 4,405,141 4,405,141
HL SECONDARY FUND VI LP FMV 1,061,003 1,061,003
STEPSTONE PRIVATE EQUITY LP FMV 3,887 3,887

TY 2023 LegalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,253 0   5,253


TY 2023 OtherExpensesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 8,703 0   8,703
MEMBERSHIPS 5,815 0   5,815
LICENSES 90 0   90
COMPUTER SOFTWARE 28,085 0   28,085
PAYROLL PROCESS FEES 2,654 0   2,654
MISCELLANEOUS 2,708 0   2,708
OFFICE SUPPLIES 662 0   662
EQUIPMENT & FURNISHINGS 1,587 0   1,587
TRAINING & EDUCATION 5,460 0   5,460
SUBSCRIPTIONS 192 0   192
BANK FEES 2,721 0   2,721
MEALS 1,309 0   1,309
POSTAGE 9 0   9
EQUITY PARTNERSHIPS 0 702,457   0


TY 2023 OtherIncomeSchedule2
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM EQUITY PARTNERSHIP INVESTMENTS 0 -214,388  


TY 2023 OtherIncreasesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Amount
UNREALIZED GAIN 23,468,114


TY 2023 OtherProfessionalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 300,218 300,218   0
OTHER PROFESSIONAL FEES 50,600 0   50,600


TY 2023 TaxesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 29,349 0   0
FOREIGN TAXES 0 1,633   0
PERSONAL PROPERTY TAX 102 0   102