NAMES FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NAMES FAMILY FOUNDATION (EIN 94-3250195)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349102778
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T16:27:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943250195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAME | BusinessNameControlTxt |
| Phone | 2532972295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 REGENTS BLVD 201 | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA SHULTS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2532972295 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES OLSON | PreparerPersonNm |
| PTIN | P01228048 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,866,686 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,854 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,088,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,843,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $517,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,660,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,157,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$214,388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,608,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,789,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $210,313 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $207,313 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $81,469 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,222 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,247 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,253 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,253 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,162 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,793 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $350,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,633 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $102 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,962 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,962 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,302 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,302 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $702,457 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $998,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,068,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $595,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,968,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,968,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,967,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,068,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,564,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,358,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,721,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $715,295 | CashBOYAmt |
| Cash EOY | $337,597 | CashEOYAmt |
| Cash EOYFMV | $337,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,467,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,319,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,319,872 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,219,075 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,894,325 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,894,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $91,514,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,671,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,671,214 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,640,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,363,812 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,363,812 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,199,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,279,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,279,866 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $140,756,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,866,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,866,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $798 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $798 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $140,756,472 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $159,865,888 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $140,756,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,865,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,756,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,866,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,756,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,358,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,468,114 | OtherIncreasesAmt |
| Subtotal | $159,865,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,865,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $9,007,452 | $8,924,053 | $83,399 | $83,399 |
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $652,565 | $86,519 | $566,046 | $566,046 |
| GAINS FROM ALTENATIVE INVESTMENTS | 2023-01-01 | 2023-12-31 | $2,508,340 | $2,508,340 | $2,508,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,157,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,630 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,630 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,630 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,687 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,687 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,943 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NAMESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PATRICIA SHULTS | IndividualWithBooksNm |
| Phone | 2535667000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 REGENTS BLVD 201 | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA SHULTS | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | EXECUTIVE DIRECTOR | 40.00 | $170,000 | $41,000 | $0 |
| KIM HEGARDT | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | BOARD PRESIDENT | 5.00 | $0 | $0 | $0 |
| RICK NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIN SHAGREN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | TREASURER | 3.00 | $0 | $0 | $0 |
| MONICA NAMES-KING | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | SECRETARY | 2.00 | $0 | $0 | $0 |
| KAPPY NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TRINA GOHRICK | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CATHRINA HARVEY-TURNER | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | BOOKKEEPER | 20.00 | $59,000 | $37,700 | $0 |
| LINSEY SAUER | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRECREST | WA | 98466 | GRANTS MANAGER | 40.00 | $92,229 | $2,766 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 FIFTH AVE SUITE 3020 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $250,989 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $111,659,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,624,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,199,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,484,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,484,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,212,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,271,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,263,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,263,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,630 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,819 | IncomeTaxAmt |
| Total Tax | $68,449 | TotalTaxAmt |
| Distributable Before Adj | $7,195,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,195,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,195,138 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,564,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,564,572 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,195,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,282,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,564,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,282,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,281,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,913,278 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA SHULTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 REGENTS BLVD SUITE 201 | AddressLine1Txt |
| City | FIRCREST | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2535667000 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (174 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALL-AMERICAN HEROES FOUNDATION | |||||||
| 3118 290TH ST S | ROY | WA | 98580 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALLIANCE FOR COMMUNITY EMPOWERMENT | |||||||
| 18515 16TH AVENUE CT E | SPANAWAY | WA | 98387 | PC | BASKETBALL PROGRAM EXPANSION | $15,000 | |
| ALZHEIMER'S ASSOCIATION WASHINGTON STATE CHAPTER | |||||||
| 19031 33RD AVE W 301 | LYNNWOOD | WA | 98036 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ANGEL WINGS FOUNDATION | |||||||
| PO BOX 7350 | BONNEY LAKE | WA | 98391 | PC | ANGEL WINGS FOUNDATION: HOPE DAY | $5,000 | |
| BAR X PROJECT INC | |||||||
| 345 JOHNNY BOY | BERLIN | NJ | 08009 | 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 | WA | 98409 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 SOUTH 66TH STREET SUITE 101 | TACOMA | WA | 98409 | PC | HEALTHY LIFESTYLES (PIERCE COUNTY CLUBS) | $90,000 | |
| BOYS AND GIRLS CLUB OF HAWAII | |||||||
| 1000 BISHOP STREET SUITE 505 | HONOLULU | HI | 96813 | PC | KAUAI BOYS & GIRLS CLUB | $3,120 | |
| CAMP FIRE NCW | |||||||
| PO BOX 1734 | WENATCHEE | WA | 98807 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAMP KOREY | |||||||
| 24880 BROTHERHOOD ROAD | MOUNT VERNON | WA | 98274 | PC | 2023 FALL FAMILY WEEKENDS FOR CHILDREN WITH COMPLEX MEDICAL CONDITIONS | $20,000 | |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | PC | TACOMA CAMP SPARKLE - PIERCE COUNTY | $15,000 | |
| CASA DOG | |||||||
| PO BOX 1327 | GRAHAM | WA | 98338 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CASCADE CHRISTIAN SCHOOLS | |||||||
| 815 21ST ST SE | PUYALLUP | WA | 98372 | PC | GENERAL SUPPORT | $1,000 | |
| CASHMERE SCHOOLS FOUNDATION | |||||||
| PO BOX 177 | MONITOR | WA | 98836 | PC | ATHLETIC SCHOLARSHIPS | $1,500 | |
| CASITAS ROWING | |||||||
| PO BOX 74 | OAK VIEW | CA | 93022 | PC | SUMMER ROWING | $10,000 | |
| CATALYST PUBLIC SCHOOLS | |||||||
| 1305 IRONSIDES AVE | BREMERTON | WA | 98310 | PC | GENERAL OPERATING SUPPORT | $500 | |
| CATHOLIC CHARITIES HAWAII | |||||||
| 1822 KEEAUMOKU STREET | HONOLULU | HI | 96822 | PC | VETERAN'S HOUSING SERVICES | $5,000 | |
| CENTRAL COAST YOUTH CYCLING ASSOCIATION DBA OJAI RIDERS CLUB | |||||||
| 1121 CAPELLO WAY | OJAI | CA | 93023 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHEETAH ATHLETIC ASSOCIATION | |||||||
| 8302 43RD PL W | UNIVERSITY PLACE | WA | 98466 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHELAN COUNTY FIRE DISTRICT 9 AUXILIARY | |||||||
| 14193 CHIWAWA LOOP RD UNIT 3 | LEAVENWORTH | WA | 98826 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CHELAN DOUGLAS COUNTY CASAGAL PROGRAM | |||||||
| PO BOX 2027 | WENATCHEE | WA | 98807 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHELAN DOUGLAS COUNTY CASAGAL PROGRAM | |||||||
| PO BOX 2027 | WENATCHEE | WA | 98807 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| 1575 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30329 | PC | UGA MIRACLE BENEFITING CHILDREN'S HEALTHCARE OF ATLANTA (PHI MU) | $10,000 | |
| COLLEGE SUCCESS FOUNDATION - TACOMA | |||||||
| 3223 N 13TH STREET | TACOMA | WA | 98406 | PC | GENERAL SUPPORT - TACOMA | $1,200 | |
| COMMUNITIES IN SCHOOLS OF PUYALLUP | |||||||
| 302 SECOND ST SE | PUYALLUP | WA | 98372 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON | |||||||
| 9 S WENATCHEE AVE | WENATCHEE | WA | 98801 | PC | NICHOLAS VITULLI MEMORIAL FUND | $2,062 | |
| CONQUEST SELF DEFENSE | |||||||
| 5604 E PORTLAND AVE | TACOMA | WA | 98404 | PC | MARTIAL ARTS TRAINING MAT AND WALL PADDING PROJECT | $10,000 | |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | |||||||
| 91-1270 KINOIKI STREET BUILDING 1 | KAPOLEI | HI | 96707 | PC | KKOO MAUI FUND | $30,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 9635 GRANITE RIDGE DRIVE SUITE 110 | SAN DIEGO | CA | 92129 | PC | GENERAL SUPPORT | $1,571 | |
| DIERINGER SCHOOL DISTRICT | |||||||
| 1320 178TH AVE E | LAKE TAPPS | WA | 98391 | GOV | ATHLETIC DEPARTMENT SUPPORT | $5,000 | |
| DOWNTOWN ATHLETIC CLUB HAWAII | |||||||
| 220 S KING ST | HONOLULU | HI | 96813 | PC | LUNA STRONG | $10,000 | |
| EMPOWERMENT THROUGH CONNECTION | |||||||
| PO BOX 589 | GRAHAM | WA | 98338 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EMPOWERMENT THROUGH CONNECTION | |||||||
| PO BOX 589 | GRAHAM | WA | 98338 | PC | SUNDANCE CIRCLE HIPPOTHERAPY SCHOLARSHIPS | $50,000 | |
| FALLBROOK SPORTS ASSOCIATION | |||||||
| PO BOX 503 | FALLBROOK | CA | 92088 | PC | INGOLD SPORTS PARK GENERAL OPERATING SUPPORT | $10,000 | |
| FALLBROOK SPORTS ASSOCIATION | |||||||
| PO BOX 503 | FALLBROOK | CA | 92088 | PC | INGOLD SPORTS PARK | $10,000 | |
| FALLBROOK SPORTS ASSOCIATION | |||||||
| PO BOX 503 | FALLBROOK | CA | 92088 | PC | INGOLD SPORTS PARK GENERAL OPERATING SUPPORT | $5,000 | |
| FALLBROOK SPORTS ASSOCIATION | |||||||
| PO BOX 503 | FALLBROOK | CA | 92088 | PC | INGOLD SPORTS PARK SUPPORT - PL | $2,500 | |
| FOREVERGREEN TRAILS | |||||||
| 243 S 55TH ST | TACOMA | WA | 98408 | PC | PIPELINE TRAIL PHASE 1 CONSTRUCTION | $20,000 | |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| 9600 VETERANS DRIVE SW | LAKEWOOD | WA | 98493 | PC | GOLF COURSE DRIVING RANGE NET REPLACEMENT | $270,000 | |
| FRIENDS OF KEXP | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | PC | GENERAL OPERATING SUPPORT | $504 | |
| FRIENDS OF SEQUOIA THERAPEUTIC RECREATION (DBA SEQUOIA THERAPEUTIC RECREATI | |||||||
| 6613 S CHEYENNE ST | TACOMA | WA | 98409 | PC | SEQUOIA THERAPEUTIC RECREATION | $50,000 | |
| FRIENDS OF THE TONTO NATIONAL FOREST INC | |||||||
| 4022 E GREENWAY RD STE 11 348 | PHOENIX | AZ | 85032 | PC | GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES | $500 | |
| FRIENDS OF THE TONTO NATIONAL FOREST INC | |||||||
| 4022 E GREENWAY RD | PHOENIX | AZ | 85032 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GAME TIME | |||||||
| 5508 PACIFIC AVE STE B | TACOMA | WA | 98409 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| GIVE BACK YOGA FOUNDATION | |||||||
| 900 BASELINE ROAD COTTAGE 13B | BOULDER | CO | 80302 | PC | YOGA FOR EATING DISORDER RECOVERY WITH EAT BREATHE THRIVE | $10,000 | |
| GRASSROOT SOCCER INC | |||||||
| PO BOX 632 | HANOVER | NH | 03755 | PC | SKILLZ PROGRAM | $10,000 | |
| GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION | |||||||
| 4702 S 19TH STREET | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $500 | |
| GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION | |||||||
| 4702 S 19TH STREET | TACOMA | WA | 98405 | PC | WHOLE CHILD SAFE ZONES SITE | $134,000 | |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVE STE 1100 | TACOMA | WA | 98402 | PC | GENERAL OPERATING SUPPORT | $1,545 | |
| HABITAT FOR HUMANITY CENTRAL ARIZONA | |||||||
| 2830 W GLENDALE AVE STE 33 | PHOENIX | AZ | 85051 | PC | GENERAL OPERATING SUPPORT | $500 | |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | MAUI STRONG | $1,000 | |
| HAWAIIAN MUSIC AND DANCE FOUNDATION | |||||||
| PO BOX 4717 | HONOLULU | HI | 96812 | PC | ELEMENTARY SCHOOL PROJECTS | $5,000 | |
| HUMANE SOCIETY FOR TACOMA & PIERCE COUNTY | |||||||
| 2608 CENTER STREET | TACOMA | WA | 98409 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JOHN SEDGWICK PTSA | |||||||
| 8995 SE SEDGWICK ROAD | PORT ORCHARD | WA | 98366 | PC | VOLLEYBALL AND TRACK EQUIPMENT | $10,000 | |
| JUMPSTART ENTERPRISES DBA TRINITY NEIGHBORHOOD CLINIC | |||||||
| 1615 6TH AVENUE | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT - SPORTS PHYSICALS | $10,000 | |
| JUNIOR ACHIEVEMENT OF WASHINGTON | |||||||
| 1610 PERIMETER ROAD | AUBURN | WA | 98001 | PC | FINANCIAL LITERACY AND CAREER READINESS FOR K-12 STUDENTS | $10,000 | |
| KIDS OUT OF CARS | |||||||
| PO BOX 1442 | GRAHAM | WA | 98338 | PC | VOLUNTEER MATCHING | $250 | |
| KIDS OUT OF CARS | |||||||
| PO BOX 1442 | GRAHAM | WA | 98338 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| KITSAP COMMUNITY FOUNDATION | |||||||
| PO BOX 3670 | SILVERDALE | WA | 98383 | PC | WOMEN'S GIVING CIRCLE MATCHING GIFT | $1,500 | |
| KITSAP REGIONAL LIBRARY FOUNDATION | |||||||
| 1301 SYLVAN WAY | BREMERTON | WA | 98310 | PC | GENERAL OPERATING SUPPORT | $600 | |
| LAKE CHELAN RECREATION DEVELOPMENT FOUNDATION | |||||||
| PO BOX 202 | CHELAN | WA | 98816 | PC | KEEP CHELAN BLUE | $1,030 | |
| LAKE TAPPS ELEMENTARY | |||||||
| 1320 178TH AVE E | LAKE TAPPS | WA | 98391 | PC | ATHLETICS DEPARTMENT | $5,000 | |
| LAKE TAPPS ELEMENTARY SCHOOL PTA | |||||||
| 1320 178TH AVE E | LAKE TAPPS | WA | 98391 | PC | WALK-A-THON MATCH | $2,000 | |
| LIGHTHOUSE CHRISTIAN SCHOOL | |||||||
| 3008 36TH STREET | GIG HARBOR | WA | 98335 | PC | MAXIMIZING OUR POTENTIAL - PHASE 1 | $100,000 | |
| LINDQUIST DENTAL CLINIC FOR CHILDREN | |||||||
| 130 131ST ST S | TACOMA | WA | 98444 | PC | SCHOOL BASED SERVICES | $10,000 | |
| LITTLE LEAGUE BASEBALL INC | |||||||
| 5795 SE HAVGAARD RD | OLALLA | WA | 98359 | PC | SKILLFEST MATCH | $500 | |
| LOS ANGELES HOUSE OF RUTH | |||||||
| 605 N CUMMINGS ST | LOS ANGELES | CA | 90033 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | WISHES | $30,000 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | MATCH IN SUPPORT OF BRENDAN NORDHOLM | $250 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | GENERAL OPERATING SUPPORT (WISHES) | $10,000 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | GENERAL OPERATING SUPPORT TO SUPPORT WISHES | $45,000 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | PC | WISHES | $10,000 | |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO | |||||||
| 4995 MURPHY CANYON ROAD SUITE 402 | SAN DIEGO | CA | 92123 | 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 | CA | 90064 | PC | WISHES | $10,000 | |
| MATTER'S ATHLETIC | |||||||
| 12611 CALLE DE LA SIENA | SAN DIEGO | CA | 92130 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MAUI FOOD BANK INC | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MAUI HUMANE SOCIETY INC | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MCDOWELL SONORAN CONSERVANCY | |||||||
| 8175 EAST EVANS ROAD 12817 | SCOTTSDALE | AZ | 85260 | PC | GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES | $1,000 | |
| MISSION RIDGE SKI EDUCATION FOUNDATION | |||||||
| 25 N WENATCHEE AVE | WENATCHEE | WA | 98801 | PC | MATCHING GIFT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| MISSPITS RESCUE | |||||||
| PO BOX 46 | ROCHESTER | WA | 98579 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MONTANA STATE UNIVERSITY ALUMNI FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | PC | BOBCAT ATHLETIC COMPLEX AND ACADEMIC EXCELLENCE CENTER | $5,000 | |
| MONTLAKE FUTURES FUND | |||||||
| 1525 11TH AVE | SEATTLE | WA | 98122 | PC | FOOTBALL FUND | $2,575 | |
| MOPS INTERNATIONAL | |||||||
| 2370 SOUTH TRENTON WAY | DENVER | CO | 80231 | PC | GENERAL OPERATING SUPPORT | $5,150 | |
| MOPS INTERNATIONAL | |||||||
| 2370 SOUTH TRENTON WAY | DENVER | CO | 80231 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MOPS INTERNATIONAL | |||||||
| 2370 SOUTH TRENTON WAY | DENVER | CO | 80231 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MOUNTAIN VIEW COMMUNITY CENTER | |||||||
| 3607 122ND AVE E | EDGEWOOD | WA | 98372 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MOUNTAIN VIEW COMMUNITY CENTER | |||||||
| 3607 122ND AVE E | EDGEWOOD | WA | 98372 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | MARY BRIDGE CAPITAL CAMPAIGN: INPATIENT GYM/THERAPY FACILITY | $1,010,991 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | CAROL MILGARD BREAST CENTER - GREATEST NEED IN PATIENT SUPPORT | $1,000 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | CORKS & CRUSH 2023 - ACCESS TO CARE | $20,000 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | CAPITAL CAMPAIGN MARY BRIDGE HOSPITAL | $25,000 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | CORKS & CRUSH 2023 (KA) | $250 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | CORKS & CRUSH 2023 (KN) | $4,500 | |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | MARY BRIDGE, NICU AND BRIDGES PROGRAMS | $22,500 | |
| MULTICULTURAL CHILD AND FAMILY HOPE CENTER | |||||||
| 2021 S 19TH STREET | TACOMA | WA | 98405 | PC | CORA WHITLEY FAMILY CENTER SITE SECURITIZATION | $40,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE FIFTH FLOOR | NORWALK | CT | 06851 | PC | MMRF IMMUNE PROFILING NETWORK | $50,000 | |
| NAVAJOYES | |||||||
| PO BOX 1487 | TEEC NOS POS | AZ | 86514 | PC | DINE' BIKE PROJECT | $50,000 | |
| NORTHWEST ASSOCIATION FOR BLIND ATHLETES | |||||||
| PO BOX 61489 | VANCOUVER | WA | 98666 | PC | PIERCE COUNTY ADAPTIVE SPORTS PROGRAMMING | $15,000 | |
| NORTHWEST BATTLE BUDDIES | |||||||
| PO BOX 2511 | BATTLE GROUND | WA | 98604 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NORTHWEST TREK FOUNDATION | |||||||
| 11610 TREK DRIVE EAST | EATONVILLE | WA | 98328 | PC | NW TREK ANIMAL OPERATIONS AREA IMPROVEMENTS (ANIMAL COMMISSARY) | $50,000 | |
| ONLY7SECONDS | |||||||
| 312 E TROW AVE SUITE 201B | CHELAN | WA | 98816 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OPPORTUNITY CENTER OF ORTING | |||||||
| 112 TRAIN ST SW | ORTING | WA | 98360 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | DAM PROUD DAY - FOOTBALL MATCH | $2,500 | |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | SUPPORT FOR ENGLISH DEPARTMENT | $10,000 | |
| OUTDOORS FOR ALL FOUNDATION | |||||||
| 6344 NE 74TH ST SUITE 102 | SEATTLE | WA | 98115 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PACIFIC NORTHWEST ALTERNATIVE PEER GROUPS | |||||||
| 6532 PHINNEY AVE N ROOM 32 | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PERMISSION TO START DREAMING (PTSD) FOUNDATION | |||||||
| 3733 ROSEDALE STREET NW SUITE 100 | GIG HARBOR | WA | 98335 | PC | WARRIOR PATHH: TRANSFORMING TOTAL BODY HEALTH THROUGH WELLNESS PHYSICAL TRAINING AND PRACTICES | $15,000 | |
| PHOTOGRAPHIC CENTER NORTHWEST | |||||||
| 900 12TH AVE | SEATTLE | WA | 98122 | PC | SCHOLARSHIP PROGRAM | $15,000 | |
| PUGET SOUNDKEEPER ALLIANCE | |||||||
| 130 NICKERSON STREET STE 107 | SEATTLE | WA | 98109 | PC | YOUTH EDUCATION PROGRAMS | $5,000 | |
| RAINIER ADAPTIVE SPORTS | |||||||
| 2218 MELROSE STREET | TACOMA | WA | 98405 | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| REALITY SPORTS FOUNDATION | |||||||
| PO BOX 2192 | SUMNER | WA | 98390 | PC | GENERAL FUND | $4,000 | |
| REALITY SPORTS FOUNDATION | |||||||
| PO BOX 2192 | SUMNER | WA | 98390 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REALITY SPORTS FOUNDATION | |||||||
| PO BOX 2192 | SUMNER | WA | 98390 | PC | DECEMBER MATCHING GIFT - GENERAL OPERATING SUPPORT | $1,000 | |
| SALT RIVER WILD HORSE MANAGEMENT GROUP INC | |||||||
| 4610 N 68TH ST UNIT 477 | SCOTTSDALE | AZ | 85251 | PC | GENERAL OPERATING SUPPORT - 2023 ARIZONA GIVES | $1,000 | |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | |||||||
| PO BOX 5371 M/S 818-S | SEATTLE | WA | 98145 | PC | GENERAL OPERATING SUPPORT FOR BEN TOWNE CENTER FOR CHILDHOOD CANCER RESEARCH | $40,000 | |
| SERVE WENATCHEE VALLEY | |||||||
| PO BOX 5543 | WENATCHEE | WA | 98807 | PC | GENERAL SUPPORT FOOD BANK | $500 | |
| SERVE WENATCHEE VALLEY | |||||||
| PO BOX 5543 | WENATCHEE | WA | 98807 | PC | GENERAL OPERATING SUPPORT | $1,264 | |
| SEVEN ACRES FOUNDATION | |||||||
| PO BOX 1732 | CHELAN | WA | 98816 | PC | COMMUNITY CENTER AT LAKE CHELAN | $50,000 | |
| SEVEN ACRES FOUNDATION | |||||||
| PO BOX 1732 | CHELAN | WA | 98816 | PC | COMMUNITY CENTER AT LAKE CHELAN | $20,000 | |
| SEVEN ACRES FOUNDATION | |||||||
| PO BOX 1732 | CHELAN | WA | 98816 | PC | LAKE CHELAN COMMUNITY CENTER BUILDING BLOCKS MATCH (ES) | $1,052 | |
| SEVEN ACRES FOUNDATION | |||||||
| PO BOX 1732 | CHELAN | WA | 98816 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SEVEN ACRES FOUNDATION | |||||||
| PO BOX 1732 | CHELAN | WA | 98816 | PC | LAKE CHELAN COMMUNITY CENTER - SEASON OF GIVING MATCH | $1,052 | |
| SHRINERS CHILDREN'S - SOUTHERN CALIFORNIA | |||||||
| 909 S FAIR OAKS AVENUE | PASADENA | CA | 91105 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SKYHAWKS RISE | |||||||
| 1826 E SPRAGUE AVE | SPOKANE | WA | 99202 | PC | SPORTS OF ALL SORTS | $50,000 | |
| SOULUMINATION | |||||||
| 911 N 145TH ST | SEATTLE | WA | 98133 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOUTH SOUND CARE FOUNDATION | |||||||
| PO BOX 1314 | TACOMA | WA | 98401 | PC | COMPASSIONATE USE/EXPANDED ACCESS | $20,000 | |
| SOUTH SOUND CARE FOUNDATION | |||||||
| PO BOX 1314 | TACOMA | WA | 98401 | PC | BEER & BITES 2023 DONATION | $3,500 | |
| SPANISH PEAKS COMMUNITY FOUNDATION | |||||||
| PO BOX 161303 | BIG SKY | MT | 59716 | PC | GENERAL SUPPORT | $1,000 | |
| SPECIAL OLYMPICS WASHINGTON | |||||||
| 2815 2ND AVENUE SUITE 370 | SEATTLE | WA | 98121 | PC | BEYOND GOLD SUPPORTING ATHLETES WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $10,000 | |
| SPINA BIFIDA ADVOCATE OF WASHINGTON | |||||||
| 8404 83RD AVE SW | LAKEWOOD | WA | 98498 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STEP BY STEP FAMILY SUPPORT CENTER | |||||||
| 3303 8TH AVE SE | PUYALLUP | WA | 98372 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STEP BY STEP FAMILY SUPPORT CENTER | |||||||
| 3303 8TH AVE SE | PUYALLUP | WA | 98372 | PC | MATERNITY SUPPORT SERVICES | $20,000 | |
| SUPREME FOUNDATION | |||||||
| 31330 43RD PLACE SW | FEDERAL WAY | WA | 98023 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TACOMA ATHLETIC COMMISSION | |||||||
| P O BOX 11304 | TACOMA | WA | 98411 | PC | 2023 SALUTE TO SPORTS SCHOLARSHIPS | $30,000 | |
| TACOMA ATHLETIC COMMISSION | |||||||
| P O BOX 11304 | TACOMA | WA | 98411 | PC | GOLDEN GLOVES 2024 | $20,000 | |
| TACOMA PIERCE COUNTY HABITAT FOR HUMANITY | |||||||
| 4824 SOUTH TACOMA WAY | TACOMA | WA | 98409 | PC | AGING IN PLACE | $10,000 | |
| TERI INC | |||||||
| 251 AIRPORT ROAD | OCEANSIDE | CA | 92058 | PC | TERI'S ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH SPECIAL NEEDS | $10,000 | |
| THE ASHER HOUSE | |||||||
| PO BOX 2159 | ESTACADA | OR | 97023 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE DWELLING | |||||||
| 502 N BROAD STREET | WINSTON SALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | PC | FIRST TEE YOUTH PROGRAMMING | $50,000 | |
| THE FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | PC | TEE UP & WINE DOWN FUNDRAISER 2023 (MNK) | $2,500 | |
| THE FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | PC | TEE UP & WINE DOWN FUNDRAISER 2023 (KD) | $250 | |
| THE FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | PC | 2023 HARBOTTLE MATCH (MNK) | $2,500 | |
| THE FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | PC | HARBOTTLE GOLF CLASSIC (MNK - SECOND ITEM) | $5,000 | |
| THE HOPE FOR FERTILITY FOUNDATION | |||||||
| PO BOX 663 | PLEASANT GROVE | UT | 84062 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE MICHAEL J FOX FOUNDATION | |||||||
| 111 WEST 33RD STREET | NEW YORK | NY | 10120 | PC | THE PARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE | $100,000 | |
| THE OCEAN FOUNDATION | |||||||
| 1320 19TH ST NW SUITE 500 | WASHINGTON DC | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 901 5TH AVENUE SUITE 1520 | SEATTLE | WA | 98164 | 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 | CA | 90024 | PC | 24 HOUR EMERGENCY CARE CLINIC AND STUART HOUSE | $50,000 | |
| THE YAKIMA YOUTH GOLF ORGANIZATION | |||||||
| PO BOX 787 | YAKIMA | WA | 98907 | PC | FIRST TEE CENTRAL WA GENERAL OPERATING SUPPORT | $5,000 | |
| THOMAS JEFFERSON RAIDER PARENT MOVEMENT | |||||||
| PO 3071 | FEDERAL WAY | WA | 98063 | PC | CROSS COUNTY TEAM SUPPORT | $5,000 | |
| TWLOHA INC | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | PC | TREATMENT SUPPORT | $10,000 | |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | PC | PILOT ATHLETIC FUND | $1,000 | |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1067 | TACOMA | WA | 98416 | PC | GREATER, WE ASCEND CAMPAIGN - GENERAL SUPPORT (2022 GIFT) | $5,181 | |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1067 | TACOMA | WA | 98416 | PC | AREA OF GREATEST NEED - PUGET SOUND FUND | $5,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| BOX 358045 | SEATTLE | WA | 98195 | PC | TDP-43 MARKER RESEARCH | $25,000 | |
| USTA PACIFIC NORTHWEST SECTION | |||||||
| 9746 SW NIMBUS AVENUE | BEAVERTON | OR | 97008 | PC | GALBRAITH TENNIS CENTER EXPANDED YOUTH SCHOLARSHIP PROGRAM | $25,000 | |
| VIKINGS BASEBALL CLUB | |||||||
| PO BOX 755 | PUYALLUP | WA | 98371 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WAHOOPS | |||||||
| 14705 MERIDIAN EAST | PUYALLUP | WA | 98375 | PC | LEWIS AND CLARK HS/YOUTH BASKETBALL PROGRAM SUPPORT | $10,000 | |
| WAKE FOR WARRIORS | |||||||
| 727 LEE RD 339 | SALEM | AL | 36874 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WASHINGTON LADYHAWKS FASTPITCH ORGANIZATION | |||||||
| 13422 115TH AVE E | PUYALLUP | WA | 98374 | PC | CAPITAL CAMPAIGN FOR SOFTBALL EQUIPMENT | $10,000 | |
| WASHINGTON STATE FAIR FOUNDATION | |||||||
| 110 9TH AVE SW | PUYALLUP | WA | 98371 | PC | TOM ABSHER UW SCHOLARSHIP | $1,000 | |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 2ND AVE SUITE 300 | SEATTLE | WA | 98104 | 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 | WA | 98188 | PC | SOCCER FOR SUCCESS | $50,000 | |
| WENATCHEE VALLEY COLLEGE FOUNDATION INC | |||||||
| 1300 FIFTH ST WENATCHI HALL THIRD | WENATCHEE | WA | 98801 | PC | STUDENT ATHLETE SUPPORT | $20,000 | FLOOR |
| WENATCHEE VALLEY COLLEGE FOUNDATION INC | |||||||
| 1301 FIFTH ST WENATCHI HALL THIRD | WENATCHEE | WA | 98801 | PC | WALT F. HORAN III MUSIC SCHOLARSHIP | $3,000 | FLOOR |
| WENATCHEE VALLEY YMCA | |||||||
| 217 ORONDO AVE | WENATCHEE | WA | 98801 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WOMEN'S RESOURCE CENTER OF NCW | |||||||
| PO BOX 2051 | WENATCHEE | WA | 98807 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WOMEN'S RESOURCE CENTER OF NCW | |||||||
| PO BOX 2051 | WENATCHEE | WA | 98807 | PC | GIFTS OF JOY MATCH | $3,500 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | MAUI SUPPORT | $30,000 | |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 4717 S 19TH ST STE 201 | TACOMA | WA | 98405 | PC | MORGAN FAMILY YMCA REBUILD | $765,747 | |
| YOUNG BLACK AND BRILLIANT | |||||||
| 4227 S MERIDIAN STE D 235 | PUYALLUP | WA | 98373 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,968,629 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CASCADE CHRISTIAN SCHOOLS | ||||||
| 815 21ST ST SE | PUYALLUP | WA | 98372 | PC | FIELD OF DREAMS CAPITAL CAMPAIGN | $20,000 |
| GREATER TACOMA COMMUNITY FOUNDATION | ||||||
| 950 PACIFIC AVE STE 1100 | TACOMA | WA | 98402 | PC | UNIVERSITY PLACE AND PARKS RECREATION - CIRQUE PARK | $300,000 |
| MULTICARE HEALTH FOUNDATION | ||||||
| PO BOX 5296 | TACOMA | WA | 98415 | PC | MARY BRIDGE CAPITAL CAMPAIGN: INPATIENT GYM/THERAPY FACILITY | $1,489,009 |
| PARTNERS FOR PARKS | ||||||
| 1401 MARVIN RD NE STE 307 504 | LACEY | WA | 98516 | PC | THE H-BARN PROJECT | $1,000,000 |
| USTA PACIFIC NORTHWEST SECTION | ||||||
| 9746 SW NIMBUS AVENUE | BEAVERTON | OR | 97008 | PC | GALBRAITH TENNIS CENTER EXPANDED YOUTH SCHOLARSHIP PROGRAM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,884,009 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,854 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,085,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $517,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,605,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,608,656 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | TAX EXEMPT INTEREST INCOME | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,162 | Amt |
| Net Investment Income | $34,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,169 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAHOOPS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14705 MERIDIAN EAST | AddressLine1Txt |
| City | PUYALLUP | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-04-27 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | LEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAM. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/26/23, 8/31/23(FINAL) | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,363,812 | EOYBookValueAmt |
| EOYFMV | $3,363,812 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - CORPORATE STOCK INVESTMENTS | StockNm |
| EOY Book Value | $104,671,214 | EOYBookValueAmt |
| EOYFMV | $104,671,214 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,894,325 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,894,325 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,253 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,253 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM EQUITY PARTNERSHIP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$214,388 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $23,468,114 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $300,218 | $300,218 | $0 |
| OTHER PROFESSIONAL FEES | $50,600 | $0 | $50,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $29,349 | $0 | $0 |
| FOREIGN TAXES | $0 | $1,633 | $0 |
| PERSONAL PROPERTY TAX | $102 | $0 | $102 |