2023-05-15T17:36:48-05:00 2022-12-31 911657150 TRANER SMITH & CO PLLC 201 FIFTH AVENUE S SUITE 202 EDMONDS WA 98020 990PF 2022-01-01 474742634 TOM AND MEG NAMES FAMILY FOUNDATION TOMA 2532972295 1019 REGENTS BLVD SUITE 201 FIRCREST WA 98466 ERIN SHAGREN TRUSTEE 2532972295 2023-05-12 1 ERIN SHAGREN 999009999 0 KENNETH G SMITH CPA PFS P00366512 4256408650 2023-05-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 33886516 X X 590103 590103 383900 7998056 383900 974003 974003 28800 7200 21600 67882 16970 50912 16550 6620 9930 144103 141158 0 26098 12692 2435 1580 103 1507 285013 184743 86384 3792500 3792500 4077513 184743 3878884 -3103510 789260 134299 64851 64851 4232085 1025361 1025361 606980 984477 984477 38464476 31715862 31715862 410520 95965 95965 24302 0 0 43872662 33886516 33886516 0 1271 0 1271 X 43872662 33885245 43872662 33885245 43872662 33886516 43872662 -3103510 0 40769152 6883907 33885245 MORGAN STANLEY 9366 1320119 1327353 -7234 -7234 MORGAN STANLEY 9366 3926354 3741156 185198 185198 MORGAN STANLEY 5981 609537 662978 -53441 -53441 MORGAN STANLEY 5981 688754 552328 136426 136426 CHARLES SCHWAB 3392 497834 511151 -13317 -13317 CHARLES SCHWAB 3392 919577 819190 100387 100387 CAPITAL GAINS DIVIDENDS P 35881 35881 35881 383900 10971 0 10971 0 10971 9700 0 0 0 9700 0 1271 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 TOMANDMEGNAMESFOUNDATION.ORG ERIN SHAGREN 2535667000 1019 REGENTS BLVD 201 FIRCREST WA 98466 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MONICA L NAMES-KING 1019 REGENTS BLVD STE 201 FIRCREST WA 98466 SECRETARY/TREASURER 20.00 14400 0 0 ERIN SHAGREN 1019 REGENTS BLVD STE 201 FIRCREST WA 98466 PRESIDENT 27.50 14400 0 0 NONE 0 MORGAN STANLEY SMITH BARNEY LLC 1 NEW YORK PLAZA 12/F NEW YORK NY 10004 INVESTMENT ADVISORY 93324 0 0 33835897 1950857 0 35786754 0 0 35786754 536801 35249953 1762498 1762498 10971 10971 1751527 0 1751527 0 1751527 3878884 0 3878884 1751527 0 0 616486 616486 3878884 0 0 0 1751527 2127357 0 0 2743843 0 0 0 0 0 0 0 2743843 616486 2127357 ERIN SHAGREN 1019 REGENTS BLVD SUITE 201 FIRCREST WA 98466 2535667000 SEE STATEMENT 11 - 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. AUGUST 31ST SEE STATEMENT 11 - THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS. 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