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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$178,389,954J 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) 7,955,629
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,705,911 3,709,406  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 72,096,995
b Gross sales price for all assets on line 6a 131,787,678
7 Capital gain net income (from Part IV, line 2)... 73,250,908
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 94,759  
12 Total. Add lines 1 through 11........ 82,758,535 77,055,073  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 227,535 25,000   202,535
14 Other employee salaries and wages...... 209,115 3,000   206,115
15 Pension plans, employee benefits....... 86,970 1,305   85,665
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
51,659 0   51,659
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,636 27,584   29,052
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
961,832 924,488   54,439
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,041,010 27,701   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 39,735 0   39,735
22 Printing and publications.......... 764 0   764
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,326 653,894   51,326
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,726,582 1,662,972   721,290
25 Contributions, gifts, grants paid....... 7,020,410 7,020,410
26 Total expenses and disbursements. Add lines 24 and 25 9,746,992 1,662,972   7,741,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 73,011,543
b Net investment income (if negative, enter -0-) 75,392,101
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 337,597 699,099 699,099
2 Savings and temporary cash investments......... 5,319,872 4,908,873 4,908,873
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) 9,894,325 Click to see attachment
List of Attached Documents:
// Content
11,855,113 		11,855,113
b Investments—corporate stock (attach schedule)....... 104,671,214 Click to see attachment
List of Attached Documents:
// Content
100,667,881 		100,667,881
c Investments—corporate bonds (attach schedule)....... 3,363,812 Click to see attachment
List of Attached Documents:
// Content
22,665,268 		22,665,286
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).......... 36,279,866 Click to see attachment
List of Attached Documents:
// Content
37,593,702 		37,593,702
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) 159,866,686 178,389,936 178,389,954
Liabilities 17 Accounts payable and accrued expenses.......... 798 3,113
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)......... 798 3,113
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........... 159,865,888 178,386,823
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)..... 159,865,888 178,386,823
30 Total liabilities and net assets/fund balances (see instructions). 159,866,686 178,389,936
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
159,865,888
2
Enter amount from Part I, line 27a .....................
2
73,011,543
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
232,877,431
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
54,490,608
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
178,386,823
Form 990-PF (2024)
Form 990-PF (2024)
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   2024-01-01 2024-12-31
b PUBLICLY TRADED SECURITIES   2024-01-01 2024-12-31
c CAPITAL GAIN DISTRIBUTION P    
d GAINS FROM ALTERNATIVE INVESTMENTS   2024-01-01 2024-12-31
e LOSS ON DISPOSAL OF STEPSTONE PRIVATE EQUITY LP   2024-01-01 2024-12-31
(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 130,059,950   58,480,477 71,579,473
b 481,298   56,210 425,088
c 641     641
d 1,245,789     1,245,789
e     83 -83
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       71,579,473
b       425,088
c       641
d       1,245,789
e       -83
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 73,250,908
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 1,047,950
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 1,047,950
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 1,047,950
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,015,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 315,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,330,000
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
8 792
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 10 281,258
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow281,258 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
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 		227,535 43,414 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 		72,075 39,407 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
LINSEY SAUER GRANTS MANAGER
40.00 		103,694 2,572 0
1019 REGENTS BLVD STE 201
FIRECREST,WA98466
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
HAMILTON LANE INVESTMENT MANAGEMENT 607,770
6900 EAST LAYTON AVE SUITE 1400
DENVER,CO80237
BANK OF AMERICA PRIVATE BANK INVESTMENT MANAGEMENT 181,232
PO BOX 653067
DALLAS,TX75265
GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE INVESTMENT MANAGEMENT 117,988
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 (2024)
Form 990-PF (2024)
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
128,661,686
b
Average of monthly cash balances.......................
1b
5,830,348
c
Fair market value of all other assets (see instructions)................
1c
35,698,080
d
Total (add lines 1a, b, and c).........................
1d
170,190,114
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
170,190,114
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,552,852
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
167,637,262
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,381,863
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
8,381,863
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,047,950
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,047,950
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,333,913
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,333,913
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
7,333,913
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
7,741,700
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
7,741,700
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 7,333,913
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,913,278
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,741,700
a Applied to 2023, but not more than line 2a 5,913,278
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 2024 distributable amount..... 1,828,422
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		5,505,491
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 10,000

ALAJAWAN BROWN FOUNDATION DBA ALAJAWAN'S HANDS

PO BOX 78420
SEATTLE,WA98178 		  PC GENERAL OPERATING SUPPORT 10,000

ALASKA & SOUTH PUGET SOUND YOUNG LIFE

PO BOX 65937
UNIVERSITY PLACE,WA98464 		  PC GENERAL OPERATING SUPPORT 10,000

ALATHEIA RIDING CENTER

2170 SLEEPY HOLLOW HEIGHTS
WENATCHEE,WA98801 		  PC GENERAL OPERATING SUPPORT 10,000

ALCHEMY INDOOR SKATE PARK AND EDUCATION CENTER

311 S 7TH STREET
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 10,000

ALLIANCE FOR COMMUNITY EMPOWERMENT

18515 16TH AVENUE CT E
SPANAWAY,WA98387 		  PC BASKETBALL PROGRAM EXPANSION 20,000

ALZHEIMER'S ASSOCIATION WASHINGTON STATE CHAPTER

19031 33RD AVE W 301
LYNNWOOD,WA98036 		  PC GENERAL OPERATING SUPPORT IN WASHINGTON STATE 10,000

AMERICAN HEART ASSOCIATION

601 UNION STREET SUITE 2420
SEATTLE,WA98101 		  PC GENERAL SUPPORT - MATCH TO OLIVIA FRIESEN 1,029

AMERICAN HEART ASSOCIATION

601 UNION STREET SUITE 2420
SEATTLE,WA98101 		  PC MATCHING GIFT - STELLA FRIESEN 1,029

AMPUTEE BLADE RUNNERS

410 42ND AVENUE NORTH STE 207
NASHVILLE,TN37209 		  PC GENERAL OPERATING SUPPORT 10,000

AMPUTEE BLADE RUNNERS

410 42ND AVENUE NORTH STE 207
NASHVILLE,TN37209 		  PC GENERAL OPERATING SUPPORT 10,000

ANGEL ONE FOUNDATION

17404 MERIDIAN E F 254
PUYALLUP,WA98375 		  PC GENERAL OPERATING SUPPORT 1,030

ANIMAL REZ-Q INC

PO BOX 387
WINDOW ROCK,AZ86515 		  PC GENERAL SUPPORT 500

ASIA PACIFIC CULTURAL CENTER

4851 SOUTH TACOMA WAY
TACOMA,WA98409 		  PC PROMISED LEADERS OF TOMORROW (PLOT) YOUTH PROGRAM WORKS TO EASE THE CHALLENGES EXPERIENCED BY OUR AT-RISK AAHNPI YOUTH. 15,000

BAR X PROJECT INC

345 JOHNNY BOY
BERLIN,NJ08009 		  PC SUMMER 2025 BAR X PROJECT TRIP TO MONTANA FOR POST 9/11 COMBAT VETERANS 25,000

BELLARMINE PREPARATORY SCHOOL

2300 SOUTH WASHINGTON
TACOMA,WA984051304 		  PC GENERAL OPERATING SUPPORT 1,000

BELLARMINE PREPARATORY SCHOOL

2300 SOUTH WASHINGTON
TACOMA,WA984051304 		  PC BELLARMINE FRESHMAN MUSIC SCHOLARSHIP FUND 500

BELLARMINE PREPARATORY SCHOOL

2300 SOUTH WASHINGTON
TACOMA,WA984051304 		  PC BELLARMINE ENHANCED COMMUNITY SPACE PROJECT 500,000

BELLARMINE PREPARATORY SCHOOL

2300 SOUTH WASHINGTON
TACOMA,WA984051304 		  PC BAND AND ORCHESTRA SUPPORT 10,000

BIG SKY COMMUNITY ORGANIZATION

PO BOX 161404
BIG SKY,MT59716 		  PC GENERAL OPERATING SUPPORT 10,000

BIG SKY COMMUNITY ORGANIZATION

PO BOX 161404
BIG SKY,MT59716 		  PC ALL OUT CAMPAIGN 10,000

BLUEPEARL CARES INC

2950 BUSCH LAKE BLVD
TAMPA,FL336141859 		  PC GENERAL OPERATING SUPPORT IN HONOR OF MARSHALL 5,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 SOUTH 66TH STREET SUITE 101
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 1,000

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND

3875 SOUTH 66TH STREET SUITE 101
TACOMA,WA98409 		  PC HEALTHY LIFESTYLES 100,000

CAMP KOREY

24880 BROTHERHOOD ROAD
MOUNT VERNON,WA98274 		  PC GENERAL OPERATING SUPPORT 10,000

CAMP KOREY

24880 BROTHERHOOD ROAD
MOUNT VERNON,WA98274 		  PC 2024 FALL FAMILY WEEKENDS FOR CHILDREN WITH COMPLEX MEDICAL CONDITIONS 20,000

CAMP KOREY

24880 BROTHERHOOD ROAD
MOUNT VERNON,WA98274 		  PC GENERAL OPERATING SUPPORT 5,000

CANCER PATHWAYS

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

CASCADE CHRISTIAN SCHOOLS

816 21ST ST SE
PUYALLUP,WA98373 		  PC IMPACT AUCTION MATCH 2,500

CASCADE CHRISTIAN SCHOOLS

815 21ST ST SE
PUYALLUP,WA98372 		  PC GIRLS AND BOYS HS CHOIR - CONCERT CLOTHING 750

CASCADE CHRISTIAN SCHOOLS

815 21ST ST SE
PUYALLUP,WA98372 		  PC CHOIR TRIP MATCH 500

CATALYST PUBLIC SCHOOLS

1305 IRONSIDES AVE
BREMERTON,WA983104924 		  PC GENERAL OPERATING SUPPORT - HIGHEST NEED 500

CATHOLIC SECONDARY EDUCATION - DIOCESE OF SAN DIEGO INCORPORATED

5555 DEL MAR HEIGHTS RD
SAN DIEGO,CA92130 		  PC AMANDA POST MEMORIAL TRACK FUND - FUEL THE RUN MATCH 540

CEDARS-SINAI GUERIN CHILDREN'S

8700 BEVERLY BLVD ROOM 2416
LOS ANGELES,CA90048 		  PC GENERAL OPERATING SUPPORT FOR DR. MASCARENHAS HIGHEST NEED WORK 15,000

CHEETAH ATHLETIC ASSOCIATION

8302 43RD PL W
UNIVERSITY PLACE,WA98466 		  PC CHEETAH ATHLETIC 5,000

CHELAN DOUGLAS COUNTY CASAGAL PROGRAM

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

COMMUNITY HEALTH CARE

1148 BROADWAY SUITE 100
TACOMA,WA98402 		  PC PUYALLUP HEALTH CENTER PROGRAMS 50,000

CONCUSSION LEGACY FOUNDATION

361 NEWBURY ST 5TH FLOO
BOSTON,MA02115 		  PC CLF HELPLINE 10,000

CONQUEST SELF DEFENSE

5604 E PORTLAND AVE
TACOMA,WA98404 		  PC TRAINING FACILITY EQUIPMENT 25,000

CRISTA MINISTRIES

19303 FREMONT AVE N
SEATTLE,WA98133 		  PC SPIRIT 105.3 GENERAL SUPPORT 528

CYSTIC FIBROSIS FOUNDATION

9635 GRANITE RIDGE DRIVE SUITE 110
SAN DIEGO,CA92129 		  PC SAN DIEGO CFF CHAPTER MATCH FOR GRAND CHEF THROWDOWN 2,563

DMAC ENTERPRISES

9118 EAGLE POINT LOOP RD SW
LAKEWOOD,WA984981056 		  PC GENERAL OPERATING SUPPORT 5,000

FALLBROOK SPORTS ASSOCIATION

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

FAMILIES UNLIMITED NETWORK

PO BOX 65672
UNIVERSITY PL,WA98464 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,000

FAMILIES UNLIMITED NETWORK

PO BOX 65672
UNIVERSITY PL,WA98464 		  PC FOOD BANK SUPPORT 5,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		  PC SOUTH SOUND FCA GENERAL OPERATING SUPPORT 5,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		  PC SOUTH SOUND FCA GENERAL SUPPORT AND HAILEY MARSH MATCHING GIFTS 750

FLINT AND IRON

15805 138TH AVE E
PUYALLUP,WA983749655 		  PC GOSPEL TECH GENERAL OPERATING SUPPORT 5,000

FOSS WATERWAY SEAPORT

705 DOCK STREET
TACOMA,WA98402 		  PC WOMEN ON THE WATER 10,000

FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE

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

FRIENDS OF KEXP

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

FRIENDS OF SEQUOIA THERAPEUTIC RECREATION (DBA SEQUOIA THERAPEUTIC RECREATI

6613 S CHEYENNE ST
TACOMA,WA98409 		  PC SEQUOIA THERAPEUTIC RECREATION GENERAL OPERATING SUPPORT 70,000

FRIENDS OF THE TONTO NATIONAL FOREST INC

4022 E GREENWAY RD STE 11 348
PHOENIX,AZ85032 		  PC GENERAL OPERATING SUPPORT 1,000

GAME TIME WAY

5508 PACIFIC AVE
TACOMA,WA98409 		  PC GENERAL OPERATING SUPPORT 450,000

GIG HARBOR CANOE KAYAK RACING TEAM

PO BOX 1097
GIG HARBOR,WA983353097 		  PC MAKING THEM GREAT FOR LA 2028 135,000

GIRLS ON THE RUN WESTSOUND

1501 PACIFIC AVE SUITE 203
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT FOR PIERCE COUNTY SCHOOLS 15,000

GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION

4702 S 19TH STREET
TACOMA,WA98405 		  PC SUMMER TEEN LATE NIGHTS 2024 135,000

GREATER TACOMA COMMUNITY FOUNDATION

3620 NORTH 8TH STREET
TACOMA,WA98405 		  PC FIRCREST PARKS AND RECREATION FOUNDATION - BACKSTOP REPLACEMENT PROJECT 456,786

GREATER TACOMA COMMUNITY FOUNDATION

3619 NORTH 8TH STREET
TACOMA,WA98404 		  PC FIRCREST PARKS AND RECREATION FOUNDATION - ENDOWMENT FUND 100,000

GREATER TACOMA COMMUNITY FOUNDATION

7786 40TH STREET WEST
UNIVERSITY PLACE,WA98466 		  PC ALL-INCLUSIVE PLAYGROUND AT CIRQUE PARK 300,000

GREATER TACOMA COMMUNITY FOUNDATION

3621 NORTH 8TH STREET
TACOMA,WA98406 		  PC GENERAL OPERATING SUPPORT FOR PACIFIC NORTHWEST NATIVE LACROSSE 30,000

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		  PC 2024 RIGHT TO PLAY GALA MATCH 3,820

GREENTRIKE

1501 PACIFIC AVE STE 202
TACOMA,WA98402 		  PC GENERAL OPERATING SUPPORT 5,000

HILLTOP ARTISTS IN RESIDENCE

PO BOX 6829
TACOMA,WA98417 		  PC GENERAL OPERATING SUPPORT 5,000

HOPE FOR HEROES HORSEMANSHIP CENTER

14528 AVIS LANE SE
YELM,WA98597 		  PC GENERAL OPERATING SUPPORT 20,000

JOHN SEDGWICK PTSA

8995 SE SEDGWICK ROAD
PORT ORCHARD,WA98366 		  PC NEW UNIFORMS AND SPORTS EQUIPMENT 10,000

JUMPSTART ENTERPRISES DBA TRINITY NEIGHBORHOOD CLINIC

1615 6TH AVENUE
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 12,500

KIDS OUT OF CARS

PO BOX 1442
GRAHAM,WA98338 		  PC KIDS OUT OF CARS 20,000

LAKE TAPPS ELEMENTARY

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC GYM AND SPORTS NEEDS 10,000

LAKE TAPPS ELEMENTARY SCHOOL PTA

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC WALK-A-THON MATCH - OLIVIA FRIESEN 1,000

LAKE TAPPS ELEMENTARY SCHOOL PTA

1320 178TH AVE E
LAKE TAPPS,WA98391 		  PC WALK-A-THON MATCH FOR STELLA FRIESEN 1,000

LAKE WENATCHEE FIRE AND RESCUE AUXILIARY - DISTRICT 9

14193 CHIWAWA LOOP RD UNIT 3
LEAVENWORTH,WA988269160 		  PC LWFR AUXILIARY 2,000

LEND A HAND COMMUNITY OUTREACH

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

LET ME RUN

PO BOX 12091
CHARLOTTE,NC28220 		  PC LET ME RUN TEAM SCHOLARSHIPS 10,000

LINCOLN HOOPSTERS

701 S 37TH ST
TACOMA,WA98418 		  PC HIGHEST NEED - GENERAL OPERATING SUPPORT 5,000

LINDQUIST DENTAL CLINIC FOR CHILDREN

130 131ST ST S
TACOMA,WA98444 		  PC SCHOOL BASED SERVICES DENTAL OUTREACH PROGRAM 20,000

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WINE AND WISHES 2024 2,570

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WINE AND WISHES 2024 MATCH 8,575

MAKE-A-WISH FOUNDATION OF SAN DIEGO

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

MAKE-A-WISH FOUNDATION OF SAN DIEGO

4995 MURPHY CANYON ROAD SUITE 402
SAN DIEGO,CA92123 		  PC WINE AND WISHES 2023 3,350

MATTER'S ATHLETIC

12611 CALLE DE LA SIENA
SAN DIEGO,CA92130 		  PC GENERAL OPERATING SUPPORT 5,000

MCDOWELL SONORAN CONSERVANCY

8175 EAST EVANS ROAD 12817
SCOTTSDALE,AZ85260 		  PC GENERAL OPERATING SUPPORT 1,000

MISSION RIDGE SKI EDUCATION FOUNDATION

25 N WENATCHEE AVE
WENATCHEE,WA98801 		  PC MISSION RIDGE SKI SCHOLARSHIPS 5,000

MISSPITS RESCUE

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

MONTANA POOL SERVICE FOUNDATION

305 S 4TH ST E STE 200
MISSOULA,MT598012701 		  PF TO PROVIDE SUPPORT TO BUILDING SKATEPARKS IN FLATHEAD RESERVATION 500

MONTLAKE FUTURES FUND

1525 11TH AVE
SEATTLE,WA981223903 		  PC GENERAL OPERATING SUPPORT 1,030

MOPS INTERNATIONAL (DBA MOMCO)

2370 SOUTH TRENTON WAY
DENVER,CO80231 		  PC GENERAL OPERATING SUPPORT 27,500

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E
EDGEWOOD,WA983722416 		  PC 2024 HOPE MOVES MOUNTAINS MATCH 5,190

MOUNTAIN VIEW COMMUNITY CENTER

3607 122ND AVE E
EDGEWOOD,WA983722416 		  PC GENERAL OPERATING SUPPORT 15,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC FESTIVAL OF TREES 2024 MATCH 5,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC GENERAL SUPPORT - MATCHING 2023 FESTIVAL OF TREES GIFT 2,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE CAPITAL CAMPAIGN: INPATIENT GYM/THERAPY FACILITY 1,489,010

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC MARY BRIDGE NICU AND BRIDGES PROGRAM 10,000

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC COME WALK WITH ME 2024 FOR GOOD SAMARITAN - TEAM MADDIE 500

MULTICARE HEALTH FOUNDATION

PO BOX 5296
TACOMA,WA98415 		  PC FESTIVAL OF TREES 2024 - MARK SHAGREN TREE MATCH 10,000

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 61489
VANCOUVER,WA98666 		  PC 2024 PIERCE COUNTY SPORTS OUTREACH 25,000

NORTHWEST PANDASPANS NETWORK (NWPPN)

PO BOX 19511
PORTLAND,OR97280 		  PC GENERAL OPERATING SUPPORT 10,000

ONLY7SECONDS

312 E TROW AVE SUITE 201B
CHELAN,WA98816 		  PC ONLY7SECONDS WORK WITH NATIVE AMERICANS IN EASTERN WA 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 PO BOX 1423
ORTING,WA98360 		  PC GENERAL OPERATING SUPPORT 20,000

OUTDOORS FOR ALL FOUNDATION

1800 RICHARDS ROAD
BELLEVUE,WA98005 		  PC GROUP ADAPTIVE RECREATION EVENTS FOR CHILDREN & ADULTS WITH DISABILITIES IN PIERCE COUNTY 60,000

PACIFIC BALLROOM DANCE

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

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA984470035 		  PC LUTE NATIONAL GIRLS & WOMEN IN SPORTS DAY CLINIC MATCH 1,000

PACIFIC LUTHERAN UNIVERSITY (PLU)

12180 PARK AVENUE SOUTH
TACOMA,WA984470035 		  PC FREE SPORTS CLINICS FOR YOUTH AT PACIFIC LUTHERAN UNIVERSITY 10,000

PACIFIC NORTHWEST ALTERNATIVE PEER GROUPS

6532 PHINNEY AVE N ROOM 32
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 2,500

PACIFIC NORTHWEST ALTERNATIVE PEER GROUPS

6532 PHINNEY AVE N ROOM 32
SEATTLE,WA98103 		  PC HIGHEST NEED 10,000

PARKINSON'S RESEARCH & EDUCATION FOUNDATION

951 NW 13TH ST STE 5E
BOCA RATON,FL334862337 		  PC GENERAL OPERATING SUPPORT 20,000

PARTNERS FOR PARKS

1401 MARVIN RD NE STE 307 504
LACEY,WA98516 		  PC FORT STEILACOOM DOG PARK IN HONOR OF PAULA LARKIN 100,000

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 NAMES FAMILY FOUNDATION SCHOLARSHIP FUND 15,000

POPE ST JOHN XXIII STEM ACADEMY

3306 S 58TH STREET
TACOMA,WA98409 		  PC PSJSTEM ACADEMY OUTDOOR PLAY AREA 20,000

PRESBYTERIAN CHURCH USA

1615 6TH AVENUE APT 3F
TACOMA,WA98405 		  PC FUNCTIONAL GYM UPGRADES AND VOLLEYBALL EQUIPMENT AT BRYANT NEIGHBORHOOD CENTER 16,000

PUGET SOUNDKEEPER ALLIANCE

130 NICKERSON STREET STE 107
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 10,000

RAINIER ADAPTIVE SPORTS

2218 MELROSE STREET
TACOMA,WA98405 		  PC GENERAL OPERATING SUPPORT 125,000

REALITY SPORTS FOUNDATION

PO BOX 2192
SUMNER,WA98390 		  PC GENERAL OPERATING SUPPORT 5,500

REIGNING GRACE RANCH

28150 N ALMA SCHOOL PKWY 103-481
SCOTTSDALE,AZ85262 		  PC GENERAL OPERATING SUPPORT 841

REIGNING GRACE RANCH

28150 N ALMA SCHOOL PKWY 103-481
SCOTTSDALE,AZ85262 		  PC OUTDOOR ARENA LIGHTING 25,000

REIGNING GRACE RANCH

28150 N ALMA SCHOOL PKWY 103-481
SCOTTSDALE,AZ85262 		  PC MISS ELLIE'S MEDICAL BILLS 1,000

REIGNING GRACE RANCH

28150 N ALMA SCHOOL PKWY 103-481
SCOTTSDALE,AZ85262 		  PC VOLUNTEER MATCH 2024 750

RIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHS

PO BOX 1283
BONSALL,CA92003 		  PC GENERAL OPERATING SUPPORT 10,000

SALT RIVER WILD HORSE MANAGEMENT GROUP INC

PO BOX 64264
PHOENIX,AZ85082 		  PC GENERAL OPERATING SUPPORT 1,000

SEABURY SCHOOL

1801 53RD ST NE
TACOMA,WA98422 		  PC SEABURY SCHOOL BASKETBALL COURT RENOVATION PROJECT 5,000

SEATTLE CHILDRENS HOSPITAL FOUNDATION

PO BOX 5371 M/S 818-S
SEATTLE,WA981455005 		  PC GENERAL OPERATING SUPPORT FOR GENERATION REACH 120,000

SEATTLE JR GOLF FOUNDATION AKA FIRST TEE GREATER SEATTLE

2340 BROADMOOR DR E
SEATTLE,WA981122322 		  PC GENERAL OPERATING SUPPORT 275

SERGE GLOBAL INC

101 WEST AVENUE SUITE 305
JENKINTOWN,PA19046 		  PC WHERE MOST NEEDED AND IN SUPPORT OF DAVID AND SARA PERKINS 2,000

SEVEN ACRES FOUNDATION

PO BOX 1732
CHELAN,WA98816 		  PC GENERAL OPERATING 50,000

SHOOTING TOUCH INC

65 SPRAGUE STREET EAST BUILDING 2ND
FLOOR
BOSTON,MA021362061 		  PC GENERAL OPERATING SUPPORT 15,000

SHRINERS CHILDREN'S - SOUTHERN CALIFORNIA

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

SKAGIT VALLEY COLLEGE FOUNDATION

2405 E COLLEGE WAY
MOUNT VERNON,WA98273 		  PC MEN'S WOMEN'S VARSITY LOCKER ROOM LOCKERS AND POSSIBLY FLOORING 10,000

SOUTH SOUND CARE FOUNDATION

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

SPANISH PEAKS COMMUNITY FOUNDATION

PO BOX 161303
BIG SKY,MT59716 		  PC GENERAL OPERATING SUPPORT 3,500

SPECIAL OLYMPICS WASHINGTON

2ND AVENUE SUITE 370
SEATTLE,WA98121 		  PC SPECIAL OLYMPICS WASHINGTON IN TACOMA/PIERCE COUNTY 80,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC LEGACY IN MOTION MATCH - GENERAL OPERATING SUPPORT 1,000

STEP BY STEP FAMILY SUPPORT CENTER

3303 8TH AVE SE
PUYALLUP,WA98372 		  PC GENERAL OPERATING SUPPORT 30,000

SUNDANCE CIRCLE HIPPOTHERAPY FOUNDATION

17217 92ND ST E
SUMNER,WA98390 		  PC GENERAL OPERATING SUPPORT 55,000

SUNDANCE CIRCLE HIPPOTHERAPY FOUNDATION

17217 92ND ST E
SUMNER,WA98390 		  PC SUNDANCE CIRCLE HIPPOTHERAPY - PATIENT SCHOLARSHIP SUPPORT 60,000

TACOMA ARTS LIVE

1001 S YAKIMA AVE SUITE 1
TACOMA,WA98405 		  PC INTEGRATING PHYSICAL HEALTH WITH CULTURAL WEALTH 5,000

TACOMA ATHLETIC COMMISSION

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

TACOMA COMMUNITY BOAT BUILDERS

1120 EAST D ST
TACOMA,WA98421 		  PC OPPORTUNITIES ON THE WATER FOR COURT CONNECTED AND OTHER MARGINALIZED YOUTH 20,000

TACOMA COMMUNITY HOUSE

1314 SOUTH L STREET
TACOMA,WA98405 		  PC REACH CENTER SUPPORT 5,000

TAKING THE REINS

3919 1/2 RIGALI AVE
LOS ANGELES,CA90039 		  PC EQUESTRIAN RIDING PROGRAM AND JR. BOARD PROJECT 20,000

TEAM WILDER BASKETBALL

33405 220TH PL SE
AUBURN,WA98092 		  PF SUPPORT FOR THE HIGH SCHOOL BASKETBALL TEAMS 500

TEAM WILDER BASKETBALL

33405 220TH PL SE
AUBURN,WA98092 		  PF FEE SCHOLARSHIPS FOR BASKETBALL PLAYERS DETERMINED BY TEAM WILDER STAFF BASED ON NEED. IN 2024 THE FUNDS PROVIDED SUPPORT TO 9 PLAYERS. 10,000

TERI INC

251 AIRPORT ROAD
OCEANSIDE,CA92058 		  PC GENERAL OPERATING SUPPORT 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 SUPPORT 50,000

THE FIRST TEE OF SOUTH PUGET SOUND

7108 LAKEWOOD DRIVE WEST
TACOMA,WA98467 		  PC VOLUNTEER MATCH 2024 400

THE HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY

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

THE MOUNTAINEERS

7700 SAND POINT WAY NE
SEATTLE,WA98115 		  PC THE MOUNTAINEERS YOUTH PARTNER PROGRAMS - PIERC COUNTY 2025 10,000

THE MUSTARD SEED PROJECT OF KEY PENINSULA

PO BOX 182
VAUGHN,WA98394 		  PC TRANSFORMING THE LIVES OF FRAGILE ELDERS THROUGH PHYSICAL ACTIVITY AND MOVEMENT CLASSES. 10,000

THE OCEAN FOUNDATION

1320 19TH ST NW SUITE 500
WASHINGTON DC,DC20036 		  PC PLASTICS INITIATIVE SUPPORT 10,000

THE OJAI VALLEY LAND CONSERVANCY

PO BOX 1092
OJAI,CA93024 		  PC GENERAL OPERATING SUPPORT 20,000

THE SISTERHOOD LHS BOOSTER CLUB PARENT BOOSTER USA

1664 S 50TH ST
TACOMA,WA98408 		  PC HIGHEST NEED - GENERAL OPERATING SUPPORT 5,000

THE UCLA FOUNDATION FBO THE RAPE TREATMENT CENTER

10889 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA900246506 		  PC 24 HOUR EMERGENCY CARE CLINIC 40,000

THE YAKIMA YOUTH GOLF ORGANIZATION

PO BOX 787
YAKIMA,WA98907 		  PC GENERAL OPERATING SUPPORT FOR FIRST TEE CENTRAL WASHINGTON 5,500

THE YAKIMA YOUTH GOLF ORGANIZATION

PO BOX 787
YAKIMA,WA98907 		  PC GENERAL OPERATING SUPPORT FOR FIRST TEE CENTRAL WASHINGTON (JUNE 2024 DONATION) 4,500

THE YAKIMA YOUTH GOLF ORGANIZATION

PO BOX 787
YAKIMA,WA98907 		  PC GENERAL OPERATING SUPPORT FOR FIRST TEE OF CENTRAL WA WENATCHEE 10,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1067
TACOMA,WA98416 		  PC PUGET SOUND FUND - AREA OF GREATEST NEED 1,360

UNIVERSITY OF WASHINGTON FOUNDATION

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA981959505 		  PC COMPETITIVE EDGE FUND MATCH 1,000

UNIVERSITY OF WASHINGTON FOUNDATION

UNIVERSITY OF WASHINGTON ATHLETICS
GRAVES HALL BOX 354070
SEATTLE,WA98195 		  PC BASKETBALL OPS & HUSKY HEALTH AND HIGH PERFORMANCE CENTER 268,000

UNIVERSITY PLACE PRESBYTERIAN CHURCH

8101 27TH ST W
UNIVERSITY PLACE,WA98466 		  PC SUNSET PRESCHOOL 500

UPOWER

PO BOX 3244
SEATTLE,WA98114 		  PC GENERAL OPERATING SUPPORT 5,000

USTA PACIFIC NORTHWEST SECTION

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

WAHOOPS

14705 MERIDIAN EAST
PUYALLUP,WA98375 		  PC LEWIS AND CLARK HIGH SCHOOL AND AREA YOUTH BASKETBALL PROGRAMS GENERAL OPERATING SUPPORT 15,000

WAKE FOR WARRIORS

727 LEE RD 339
SALEM,AL36874 		  PC GENERAL OPERATING SUPPORT FOR PACIFIC NORTHWEST ACTIVITIES 10,000

WASHINGTON GOLF FOUNDATION

3401 SOUTH 19TH ST SUITE 200
TACOMA,WA98405 		  PC WASHINGTON GOLF FOUNDATION - ROUND SUBSIDY PROGRAM 5,000

WASHINGTON GOLF FOUNDATION

3401 SOUTH 19TH ST SUITE 200
TACOMA,WA98405 		  PC YOUTH ON COURSE PIERCE COUNTY 25,000

WASHINGTON STATE FAIR FOUNDATION

110 9TH AVE SW
PUYALLUP,WA98371 		  PC GENERAL SUPPORT - APRIL 2024 EVENT MATCH 350

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'S NATIONAL PARK FUND

PO BOX 2128
SEATTLE,WA98111 		  PC SUMMER OUTDOOR YOUTH TRAIL PROGRAM AT MOUNT RAINIER NATIONAL PARK 16,000

WENATCHEE VALLEY MUSEUM AND CULTURAL CENTER

127 S MISSION STREET
WENATCHEE,WA98801 		  PC BRANCHOUT CAPITAL CAMPAIGN 10,000

WOMEN'S RESOURCE CENTER OF NCW

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

YMCA OF KAUAI

PO BOX 1786
LIHUE,HI967665786 		  PC SUPPORT FOR KORE KAUAI 10,000

YMCA OF PIERCE AND KITSAP COUNTIES

4717 S 19TH ST STE 201
TACOMA,WA98405 		  PC MEL KORUM YMCA ESPRESSO RIDE TO BENEFIT FOSTER CARE MATCH - TARA STECKLER (RIDER) 500

YMCA OF PIERCE AND KITSAP COUNTIES

4717 S 19TH ST STE 201
TACOMA,WA98405 		  PC MORGAN FAMILY YMCA REBUILD 755,880

YOUTH EMPOWERMENT SERVICES FOR DINE BIKEYAH

PO BOX 1487
TEEC NOS POS,AZ86514 		  PC NAVAJOYES - DINE' BIKE PROJECT 25,000
Total .................................right arrow 3a 7,020,410
bApproved for future payment

GREENTRIKE
1502 PACIFIC AVE STE 202
TACOMA,WA98403 		  PC WATER PLAYSCAPES AT GREENTRIKE'S MUSEUMS 150,000

STEEL SPORTS FOUNDATION
1221 HERMOSA AVE STE 210
HERMOSA BEACH,CA90254 		  PC SPRINKER RECREATION CENTER ARTIFICIAL TURF SPORT FIELDS 500,000

TACOMA ATHLETIC COMMISSION
P O BOX 11304
TACOMA,WA98411 		  PC SALUTE TO SPORTS SCHOLARSHIPS MULTIYEAR 60,000

TRA MEDICAL IMAGING FOUNDATION
1301 FAWCETT AVE SUITE 301
TACOMA,WA98402 		  PC MOBILEMAMMO 100,000
Total ................................. right arrow 3b 810,000
Form 990-PF (2024)
Form 990-PF (2024)
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 2,697,496 8,415
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 72,096,995  
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 74,794,491 8,415
13Total. Add line 12, columns (b), (d), and (e)..................
13
74,802,906
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
NAMES FAMILY FOUNDATION
 
Employer identification number

94-3250195
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
NAMES FAMILY FOUNDATION
  		Employer identification number
94-3250195
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ESTATE OF EVELYN NAMES
 
1019 REGENTS BLVD SUITE 201
 
FIRCREST, WA98466

$ 7,955,629


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
NAMES FAMILY FOUNDATION
  		Employer identification number

94-3250195
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 622,978 2024-09-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
NAMES FAMILY FOUNDATION
  		Employer identification number

94-3250195
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 56,636 27,584   29,052

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

TY 2024 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
MONTANA POOL SERVICE FOUNDATION
  		305 S 4TH ST E STE 200
MISSOULA,MT59801 		2024-12-31 500 TO PROVIDE SUPPORT TO BUILDING SKATEPARKS IN FLATHEAD RESERVATION. 500 NONE NONE   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.
TEAM WILDER BASKETBALL
  		33405 220TH PL SE
AUBURN,WA98092 		2024-03-31 500 SUPPORT FOR THE HIGH SCHOOL BASKETBALL TEAMS. 500 NONE NONE   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.
TEAM WILDER BASKETBALL
  		33405 220TH PL SE
AUBURN,WA98092 		2024-04-30 10,000 FEE SCHOLARSHIPS FOR BASKETBALL PLAYERS DETERMINED BY TEAM WILDER STAFF BASED ON NEED. IN 2024 THE FUNDS PROVIDED SUPPORT TO 9 PLAYERS. 10,000 NONE NONE   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA - CORPORATE BONDS 22,665,268 22,665,286

TY 2024 InvestmentsCorpStockSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Name of Stock End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA - CORPORATE STOCK INVESTMENTS 100,667,881 100,667,881

TY 2024 InvestmentsGovtObligationsSch
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
US Government Securities - End of Year Book Value:

11,855,113
US Government Securities - End of Year Fair Market Value:

11,855,113
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 5,455,158 5,455,158
HL PRIVATE EQUITY FUND X LP FMV 4,837,619 4,837,619
HL CO-INVESTMENT FUND IV LP FMV 7,806,042 7,806,042
HL STRATEGIC OPPORTUNITIES FUND V LP FMV 697,932 697,932
HL STRATEGIC OPPORTUNITIES FUND VI LP FMV 1,740,982 1,740,982
HL INFRASTRUCTURE OPPORTUNITIES FUND LP FMV 7,808,707 7,808,707
HL STRATEGIC OPPORTUNITIES FUND VII LP FMV 1,742,478 1,742,478
HL EQUITY OPPORTUNITIES FUND V-A LP FMV 4,971,255 4,971,255
HL SECONDARY FUND VI LP FMV 2,219,016 2,219,016
HL INFRASTRUCTURE OPPORTUNITIES FUND II FMV 314,513 314,513

TY 2024 LegalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 51,659 0   51,659


TY 2024 OtherDecreasesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Description Amount
UNREALIZED LOSS 54,490,608


TY 2024 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 9,061 0   9,061
MEMBERSHIPS 6,660 0   6,660
LICENSES 90 0   90
COMPUTER SOFTWARE 12,636 0   12,636
MISCELLANEOUS 2,170 0   2,170
OFFICE SUPPLIES 6,409 0   6,409
TRAINING & EDUCATION 8,190 0   8,190
SUBSCRIPTIONS 222 0   222
BANK FEES 2,873 0   2,873
MEALS 2,863 0   2,863
POSTAGE 152 0   152
EQUITY PARTNERSHIPS 0 653,894   0


TY 2024 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 94,655  
OTHER INCOME 0 104  


TY 2024 OtherProfessionalFeesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 906,990 924,488   0
OTHER PROFESSIONAL FEES 54,842 0   54,439


TY 2024 TaxesSchedule
Name:
NAMES FAMILY FOUNDATION
EIN:
94-3250195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 1,041,010 0   0
FOREIGN TAXES 0 27,701   0