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NAMES FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NAMES FAMILY FOUNDATION (EIN 94-3250195)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349103824
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T13:44:38-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH ST STE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943250195EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAMES FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAMEBusinessNameControlTxt
Phone2532972295PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11019 REGENTS BLVD 201AddressLine1Txt
CityFIRCRESTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98466ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA SHULTSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2532972295PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICIAPersonFirstNm
Person LastSHULTSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$140,756,726FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$725InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,912,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,257,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$825,459NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,473,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,910,930CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$61,910OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$48,097OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,800,755TotalRevAndExpnssAmt
Total Net Invst Incm$4,216,101TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$168,542CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$25,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$143,542CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$166,915OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$163,915OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$77,031PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,155PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$75,876PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,877LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,877LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$75,936AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,315AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$47,596AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$339,181OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$265,969OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$51,821OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$94,466TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,532TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$21,666TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$21,666TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,386PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,386PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,775OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$507,867OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$59,775OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,011,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$829,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$572,454TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,097,588ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,097,588ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,109,363TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$829,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,670,042TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,308,608ExcessRevenueOverExpensesAmt
Net Investment Income$3,386,263NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$425,997CashBOYAmt
Cash EOY$715,295CashEOYAmt
Cash EOYFMV$715,295CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,455,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,467,209SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,467,209SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$8,696,936USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,219,075USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,219,075USGovtObligationsEOYFMVAmt
Corporate Stock BOY$126,519,427CorporateStockBOYAmt
Corporate Stock EOY$91,514,462CorporateStockEOYAmt
Corporate Stock EOYFMV$91,514,462CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,886,140CorporateBondsBOYAmt
Corporate Bonds EOY$4,640,853CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,640,853CorporateBondsEOYFMVAmt
Other Investments BOY$24,450,677OtherInvestmentsBOYAmt
Other Investments EOY$31,199,832OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,199,832OtherInvestmentsEOYFMVAmt
Total Assets BOY$173,434,455TotalAssetsBOYAmt
Total Assets EOY$140,756,726TotalAssetsEOYAmt
Total Assets EOYFMV$140,756,726TotalAssetsEOYFMVAmt
Accounts Payable EOY$254AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$254TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$173,434,455NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$140,756,472NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$173,434,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$140,756,472TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$173,434,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$140,756,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$173,434,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,308,608ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$169,125,847SubtotalAmt
Other Decreases$28,369,375OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$140,756,472TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2022-01-012022-12-31$16,772,594$17,825,329-$1,052,735-$1,052,735
PUBLICLY TRADED SECURITIES2022-01-012022-12-31$2,701,268$661,878$2,039,390$2,039,390D
GAINS FROM ALTERNATIVE INVESTMENTS2022-01-012022-12-31$924,275$924,275$924,275P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,910,930CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,069InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,069SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$65,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$17,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$82,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$403EsPenaltyAmt
Overpayment$35,028OverpaymentAmt
Applied To ES Tax$35,028AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NAMESFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksPATRICIA SHULTSIndividualWithBooksNm
Phone2535667000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11019 REGENTS BLVD 201AddressLine1Txt
CityFIRCRESTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98466ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA SHULTS
1019 REGENTS BLVD STE 201FIRECRESTWA98466EXECUTIVE DIRECTOR40.00$168,542$38,805$0
KIM HEGARDT
1019 REGENTS BLVD STE 201FIRECRESTWA98466BOARD PRESIDENT5.00$0$0$0
RICK NAMES
1019 REGENTS BLVD STE 201FIRECRESTWA98466VICE PRESIDENT2.00$0$0$0
ERIN SHAGREN
1019 REGENTS BLVD STE 201FIRECRESTWA98466TREASURER3.00$0$0$0
MONICA NAMES-KING
1019 REGENTS BLVD STE 201FIRECRESTWA98466SECRETARY2.00$0$0$0
PAULA LARKIN
1019 REGENTS BLVD STE 201FIRECRESTWA98466TRUSTEE2.00$0$0$0
KAPPY NAMES
1019 REGENTS BLVD STE 201FIRECRESTWA98466TRUSTEE2.00$0$0$0
TRINA GOHRICK
1019 REGENTS BLVD STE 201FIRECRESTWA98466TRUSTEE2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CATHRINA HARVEY-TURNER
1019 REGENTS BLVD STE 201FIRECRESTWA98466BOOKKEEPER20.00$59,659$35,862$0
LINSEY SAUER
1019 REGENTS BLVD STE 201FIRECRESTWA98466GRANTS MANAGER40.00$82,601$2,364$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE
1420 FIFTH AVE SUITE 3020SEATTLEWA98101INVESTMENT MANAGEMENT$265,269
HAMILTON LANE
6900 EAST LAYTON AVE SUITE 1400DENVERCO80237INVESTMENT MANAGEMENT$131,679
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$114,025,317AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,071,189AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$24,450,677FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$143,547,183TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$143,547,183AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,153,208CashDeemedCharitableAmt
Net Vl Noncharitable Assets$141,393,975NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,069,699MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,069,699MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,069TaxBasedOnInvestmentIncomeAmt
Income Tax$753IncomeTaxAmt
Total Tax$47,822TotalTaxAmt
Distributable Before Adj$7,021,877DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,021,877DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,021,877DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,670,042ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,670,042QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,021,877DistributableAsAdjustedAmt
Undistributed Income PY$4,930,877UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,670,042QualifyingDistributionsAmt
Applied To Year1$4,930,877AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,739,165AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,282,712UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA SHULTSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11019 REGENTS BLVD SUITE 201AddressLine1Txt
CityFIRCRESTCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98466ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2535667000RecipientPhoneNum
Form And Info And MaterialsSTANDARD 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 DeadlinesAUGUST 31STSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (191 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2ND CYCLE COMMUNITY BICYCLE SHOP
1205 MARTIN LUTHER KING JR WAYTACOMAWA98405PCSECOND CYCLE COMMUNITY BICYCLE CENTER$5,000
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVENUELOS ANGELESCA90011PCGENERAL OPERATING SUPPORT$5,000
ALATHEIA RIDING CENTER
2170 SLEEPY HOLLOW HEIGHTSWENATCHEEWA98801PCWARRIORS AND HORSES VETERANS PROGRAM$10,000
ALATHEIA RIDING CENTER
2170 SLEEPY HOLLOW HEIGHTSWENATCHEEWA98801PCGENERAL OPERATING SUPPORT$5,000
ALZHEIMER'S ASSOCIATION WASHINGTON STATE CHAPTER
635 ANDOVER PARK W STE 202TUKWILAWA98188PCALZ CARES FOR PIERCE COUNTY$10,000
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006PCHURRICANE IAN MATCHING GIFT$500
AMPUTEE BLADE RUNNERS
410 42ND AVENUE NORTH STE 207NASHVILLETN37209PCRUNNING LEGS FOR ACTIVE AMPUTEES$20,000
AMPUTEE BLADE RUNNERS
410 42ND AVENUE NORTH STE 207NASHVILLETN37209PCRUNNING LEGS FOR ACTIVE AMPUTEES$50,000
ANGEL ONE FOUNDATION
17404 MERIDIAN E F 254PUYALLUPWA98375PCGENERAL OPERATING SUPPORT$1,000
ANGEL WINGS FOUNDATION
PO BOX 7350BONNEY LAKEWA98391PCHOPE DAY 2022$5,000
BAR X PROJECT INC
345 JOHNNY BOYBERLINNJ08009PC2023 KINGSFISHER LODGE RETREAT$30,000
BELLARMINE PREPARATORY SCHOOL
2300 SOUTH WASHINGTONTACOMAWA98405PCANNUAL FUND FOR TUITION ASSISTANCE 2022$1,000
BETHANY CHRISTIAN CHURCH
93 N BALDWIN AVENUESIERRA MADRECA91024PC2022 DONATION MATCH$772
BETHANY CHRISTIAN CHURCH
93 N BALDWIN AVENUESIERRA MADRECA91024PCGENERAL OPERATING SUPPORT FOR BETHANY CHRISTIAN SCHOOL$50,000
BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
3875 SOUTH 66TH STREET SUITE 101TACOMAWA98409PCHEALTHY LIFESTYLES: SOCIAL-EMOTIONAL AND PHYSICAL WELLNESS$90,000
CAMP KOREY
24880 BROTHERHOOD ROADMOUNT VERNONWA98274PC2022 FALL FAMILY WEEKENDS$20,000
CANCER PATHWAYS
1400 BROADWAYSEATTLEWA98122PCCAMP SPARKLE (FOR CAMPERS AGES 5-12 AND TEEN JUNIOR COUNSELORS)$15,000
CASCADE CHRISTIAN SCHOOLS
815 21ST ST SEPUYALLUPWA98372PCFIELDS OF DREAMS CAPITAL CAMPAIN$200,000
CASHMERE SCHOOLS FOUNDATION
PO BOX 177MONITORWA98836PCATHLETIC SCHOLARSHIPS$1,500
CATALYST PUBLIC SCHOOLS
1305 IRONSIDES AVEBREMERTONWA98310PCMATCHING GIFT FOR PLAYGROUND$500
CHEETAH ATHLETIC ASSOCIATION
4221 BROWNS PT BLVDTACOMAWA98422PCGENERAL SUPPORT$10,000
CHELAN COUNTY FIRE DISTRICT 9 AUXILIARY
14193 CHIWAWA LOOP RD UNIT 3LEAVENWORTHWA98826PCEQUIPMENT AND SUPPLIES$2,000
CHELAN DOUGLAS COUNTY CASAGAL PROGRAM
PO BOX 2027WENATCHEEWA98807PCGENERAL OPERATING SUPPORT AND CHILD ENRICHMENT$10,000
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION
1575 NORTHEAST EXPRESSWAYATLANTAGA30329PCUGA MIRACLE BENEFITING CHILDREN'S HEALTHCARE OF ATLANTA$10,000
CHILDREN'S HOME SOCIETY OF WASHINGTON
2611 NE 125TH STREET SUITE 225SEATTLEWA98125PCBE A SWEETHEART FOR KIDS DRIVE$500
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027PCEARLY PHASE CLINICAL TRIALS PROGRAM$600,000
COLLEGE SUCCESS FOUNDATION - TACOMA
3223 N 13TH STREETTACOMAWA98406PCMATCHING GRANT 2022 - REGIONAL SUPPORT, TACOMA$500
COLLEGE SUCCESS FOUNDATION - TACOMA
3223 N 13TH STREETTACOMAWA98406PCGENERAL SUPPORT - TACOMA$1,000
COMMUNITIES IN SCHOOLS OF PUYALLUP
302 SECOND ST SEPUYALLUPWA98372PCGENERAL OPERATING SUPPORT$10,000
COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON
9 S WENATCHEE AVEWENATCHEEWA98801PCNICHOLAS H VITULLI MEMORIAL FUND MATCH$4,000
CREATIVE PLAYER SPORTS FOUNDATION
2461 ARTY AVECHARLOTTENC28208PCGENERAL OPERATING SUPPORT$5,000
CROHN'S & COLITIS FOUNDATION INC
733 THIRD AVE SUITE 510NEW YORKNY10017PCCAMP OASIS$7,000
CURE CHILDHOOD CANCER INC
200 ASHFORD CENTER NORTH SUITE 250ATLANTAGA30338PCMATCHING GRANT 2022$1,000
DEFEAT MSA ALLIANCE
29924 JEFFERSON AVEST CLAIR SHORESMI48082PCIN HONOR OF JAMES KENNETH ANDERSON$500
DIERINGER SCHOOL DISTRICT
1320 178TH AVE ELAKE TAPPSWA98391PCLAKE TAPPS ELEMENTARY ATHLETIC AND PE EQUIPMENT$5,000
EMPOWERMENT THROUGH CONNECTION
PO BOX 589GRAHAMWA98338PCSCHOLARSHIPS FOR HIPPOTHERAPY$20,000
FALLBROOK SPORTS ASSOCIATION
PO BOX 503FALLBROOKCA92088PCGENERAL OPERATING SUPPORT$5,000
FOOD ON FOOT
7119 W SUNSET BLVD 290LOS ANGELESCA90046PCGENERAL OPERATING SUPPORT$5,000
FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
9600 VETERANS DRIVE SWLAKEWOODWA98493PCGENERAL OPERATING SUPPORT$10,000
FRIENDS OF KEXP
472 1ST AVE NSEATTLEWA98109PCGENERAL SUPPORT - MATCH OF 2021 GIFTS$573
GAME TIME
5508 PACIFIC AVE STE BTACOMAWA98409PCGENERAL OPERATING SUPPORT AND MENTAL HEALTH PROGRAMS$100,000
GIG HARBOR CANOE KAYAK RACING TEAM
PO BOX 1097GIG HARBORWA98335PCCOMMUNITY PADDLERS DOCK ("CPD") CONSTRUCTION & BOATHOUSE BUILDOUT$125,000
GIRLS ON THE RUN WESTSOUND
PO BOX 1003TRACYTONWA98393PCGENERAL OPERATING SUPPORT$15,000
GLOBAL IMPACT (FS FOR REFUSE TO QUIT)
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314PCREFUSE TO QUIT GENERAL OPERATING SUPPORT$5,000
GREATER METRO PARKS FOUNDATION DBA TACOMA PARKS FOUNDATION
4702 S 19TH STREETTACOMAWA98405PCPORTLAND AVENUE BUILDING AND PARK IMPROVEMENTS$38,100
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVENUE SUITE 1100TACOMAWA98402PCFIRCREST POOL AND COMMUNITY CENTER REPLACEMENT CAMPAIGN$955,589
GREENTRIKE
1501 PACIFIC AVE STE 202TACOMAWA98402PCMORE THAN A MUSEUM$250,000
HARMONY PROJECT
4322 WILSHIRE BLVD SUITE 101LOS ANGELESCA90010PCGENERAL OPERATING SUPPORT$5,000
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCTEAM PRODUCTION$12,500
HILLTOP ARTISTS IN RESIDENCE
PO BOX 6829TACOMAWA98417PCGENERAL OPERATING SUPPORT$1,000
JDRF INTERNATIONAL
200 VESEY STREET 28TH FLOORNEW YORKNY10281PCGINGERBREAD EVENT 2022 MATCH$500
JUMPSTART ENTERPRISES DBA TRINITY NEIGHBORHOOD CLINIC
1615 6TH AVENUETACOMAWA98405PCYOUTH SPORTS PHYSICAL PROGRAMS$5,000
KIDS OUT OF CARS
PO BOX 1442GRAHAMWA98338PCKIDS OUT OF CARS$15,000
KITSAP COMMUNITY FOUNDATION
PO BOX 3670SILVERDALEWA98383PCWOMEN'S GIVING CIRCLE MATCH$1,000
LAKE CHELAN RECREATION DEVELOPMENT FOUNDATION
PO BOX 202CHELANWA98816PCLAKE CHELAN RESEARCH INSTITUTE - WATER QUALITY RESEARCH$500
LAKE TAPPS ELEMENTARY SCHOOL PTA
1320 178TH AVE ELAKE TAPPSWA98391PCWALK$258
LAKE TAPPS ELEMENTARY SCHOOL PTA
1320 178TH AVE ELAKE TAPPSWA98391PCWALK-A-THON MATCH$2,060
LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION
5256 S MISSION RD SUITE 1210BONSALLCA92003PCGENERAL ACCOUNT$875
LEND A HAND COMMUNITY OUTREACH
11012 CANYON RD E STE 8 110PUYALLUPWA98373PCGENERAL OPERATING SUPPORT$10,000
LINDQUIST DENTAL CLINIC FOR CHILDREN
130 131ST ST STACOMAWA98444PCGENERAL OPERATING SUPPORT$10,000
LITTLE LEAGUE BASEBALL INC
5795 SE HAVGAARD RDOLALLAWA98359PCSKILLFEST$250
LITTLE LEAGUE BASEBALL INC
5795 SE HAVGAARD RDOLALLAWA98359PCSKILLFEST$500
LOS ANGELES HOUSE OF RUTH
605 N CUMMINGS STLOS ANGELESCA90033PCGENERAL OPERATING SUPPORT$5,000
MAKE-A-WISH FOUNDATION OF SAN DIEGO
4995 MURPHY CANYON ROAD SUITE 402SAN DIEGOCA92123PCWINE AND WISHES GALA MATCH$4,500
MAKE-A-WISH FOUNDATION OF SAN DIEGO
4995 MURPHY CANYON ROAD SUITE 402SAN DIEGOCA92123PCWISHES$30,000
MAKE-A-WISH FOUNDATION OF SAN DIEGO
4995 MURPHY CANYON ROAD SUITE 402SAN DIEGOCA92123PCGENERAL OPERATING SUPPORT, WISHES, EMERGING LEADERS COUNCIL$20,000
MAKE-A-WISH FOUNDATION OF SAN DIEGO
4995 MURPHY CANYON ROAD SUITE 402SAN DIEGOCA92123PCWINE AND WISHES DONATION MATCH 2022$250
MAKE-A-WISH FOUNDATION GREATER LOS ANGELES
11390 W OLYMPIC BLVD SUITE 300LOS ANGELESCA90064PCWISHES$10,000
MATTER'S ATHLETIC
12611 CALLE DE LA SIENASAN DIEGOCA92130PCGENERAL OPERATING SUPPORT$25,000
MATTER'S ATHLETIC
12611 CALLE DE LA SIENASAN DIEGOCA92130PCGENERAL OPERATING SUPPORT$17,500
MATTER'S ATHLETIC
12611 CALLE DE LA SIENASAN DIEGOCA92130PCGENERAL OPERATING SUPPORT$1,000
MCDOWELL SONORAN CONSERVANCY
8175 EAST EVANS ROAD 12817SCOTTSDALEAZ85260PCGENERAL OPERATING SUPPORT - MATCHING ARIZONA GIVES$1,000
MIRACLEFEET
107 CONNOR DRIVE SUITE 230CHAPEL HILLNC27514PCGENERAL OPERATING SUPPORT$5,000
MISSION RIDGE SKI EDUCATION FOUNDATION
25 N WENATCHEE AVEWENATCHEEWA98801PCMISSION RIDGE SKI TEAM 2022 MATCH$5,000
MISSPITS RESCUE
PO BOX 46ROCHESTERWA98579PCGENERAL OPERATING SUPPORT$20,000
MOUNTAIN VIEW COMMUNITY CENTER
3607 122ND AVE E AEDGEWOODWA98372PCGENERAL OPERATING SUPPORT$10,000
MOUNTAIN VIEW COMMUNITY CENTER
3607 122ND AVE E AEDGEWOODWA98372PCMATCHING DONATIONS FROM DENIM AND DIAMONDS FUNDRAISER$2,500
MOUNTAIN VIEW LUTHERAN CHURCH
3505 122ND AVE EEDGEWOODWA98372PCCAMPAIGN LIVING HOPE, PAST PRESENT & FUTURE$4,800
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDREN'S COURAGE$500
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDRENS HOSPITAL CAPITAL CAMPAIGN BEHAVIORAL HEALTH$50,000
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDREN'S COURAGE$500
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER$100,000
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDRENS HOSPITAL CAPITAL CAMPAIGN$25,000
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCNICU SUPPORT AND MARY BRIDGE GENERAL OPERATING SUPPORT$10,000
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCMARY BRIDGE CHILDREN'S COURAGE$500
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCFESTIVAL OF TREES$5,000
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCFESTIVAL OF TREES 2022 MATCH$2,500
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCFESTIVAL OF TREES - MARK SHAGREN TREE AND GALA EVENT MATCH$8,500
MULTICARE HEALTH FOUNDATION
PO BOX 5296TACOMAWA98415PCSTART UNIT OPERATING GRANT$30,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE FIFTH FLOORNORWALKCT06851PCTHE MMRF PREVENTION PROJECT INITIATIVE$25,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE FIFTH FLOORNORWALKCT06851PCMYDRUG AND CURECLOUD$25,000
MUSEUM OF GLASS
1801 DOCK STREETTACOMAWA98402PCHOT SHOP HEROES: THERAPEUTIC GLASSMAKING CLASSES FOR SOLDIERS AND VETERANS WITH PTSD AND TBI$15,000
NATIONAL EATING DISORDERS ASSOCIATION (NEDA)
3308 PRESTON ROAD SUITE 350-111PLANOTX75093PCGENERAL OPERATING SUPPORT$10,000
NORTHWEST ASSOCIATION FOR BLIND ATHLETES
PO BOX 61489VANCOUVERWA98666PCFY23 NWABA PUGET SOUND PROGRAMMING$15,000
NORTHWEST BATTLE BUDDIES
PO BOX 2511BATTLE GROUNDWA98604PCGENERAL OPERATING SUPPORT FOR NORTHWEST BATTLE BUDDIES$5,000
NORTHWEST HARVEST E M M
PO BOX 12272SEATTLEWA98102PCGENERAL OPERATING SUPPORT MATCH$527
NORTHWEST PANDASPANS NETWORK (NWPPN)
PO BOX 19511PORTLANDOR97280PCGENERAL OPERATING SUPPORT$5,000
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421PCGENERAL OPERATING SUPPORT$2,500
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421PCGENERAL OPERATING SUPPORT$1,000
ONLY7SECONDS
312 E TROW AVE SUITE 201BCHELANWA98816PCNOVEMBER 2022 MATCH$520
ONLY7SECONDS
312 E TROW AVE SUITE 201BCHELANWA98816PCGENERAL OPERATING SUPPORT$25,000
ONLY7SECONDS
312 E TROW AVE SUITE 201BCHELANWA98816PCNOVEMBER 2022 MATCHING GIFT$520
OUTDOORS FOR ALL FOUNDATION
6344 NE 74TH ST SUITE 102SEATTLEWA98115PCGENERAL OPERATING SUPPORT$5,000
PACIFIC BALLROOM DANCE
1604 15TH ST SW 109AUBURNWA98001PCGENERAL OPERATING SUPPORT$10,000
PACIFIC LUTHERAN UNIVERSITY (PLU)
12180 PARK AVENUE SOUTHTACOMAWA98447PCSOCCER TEAM$500
PACIFIC LUTHERAN UNIVERSITY (PLU)
12180 PARK AVENUE SOUTHTACOMAWA98447PCIN MEMORY OF JIM VAN BEEK$1,000
PACIFIC LUTHERAN UNIVERSITY (PLU)
12180 PARK AVENUE SOUTHTACOMAWA98447PCSOCCER TEAM - WOMEN / MEN SPLIT$2,000
PACIFIC LUTHERAN UNIVERSITY (PLU)
12180 PARK AVENUE SOUTHTACOMAWA98447PCGENERAL LUTE CLUB FUND IN HONOR OF JIM VAN BEEK$10,000
PACIFIC LUTHERAN UNIVERSITY (PLU)
12180 PARK AVENUE SOUTHTACOMAWA98447PCPLU CARE-CENTER COACHING FOR YOUTH PROGRAMS: SUCCESS SOCCER CAMP AND KINESIOLOGY SUMMER COACHING INSTITUTE$15,100
PERMISSION TO START DREAMING (PTSD) FOUNDATION
3733 ROSEDALE STREET NW SUITE 100GIG HARBORWA98335PCWARRIOR PATHH PROGRAM: TRANSFORMING TOTAL BODY HEALTH THROUGH WELLNESS PHYSICAL TRAINING AND PRACTICES$15,000
PHOTOGRAPHIC CENTER NORTHWEST
900 12TH AVESEATTLEWA98122PCTUITION SCHOLARSHIPS$10,000
PROJECT FREEDOM RIDE
309 GARDENIA DREVANSGA30809PCGENERAL OPERATING SUPPORT$5,000
REALITY SPORTS FOUNDATION
PO BOX 2192SUMNERWA98390PCGENERAL OPERATING SUPPORT$5,000
REALITY SPORTS FOUNDATION
PO BOX 2192SUMNERWA98390PCUNRESTRICTED SUPPORT FOR COLORADO WORK$1,000
REALITY SPORTS FOUNDATION
PO BOX 2192SUMNERWA98390PCGENERAL OPERATING SUPPORT$1,000
REALITY SPORTS FOUNDATION
PO BOX 2192SUMNERWA98390PCSTRENGTH AND CONDITIONING EQUIPMENT$5,000
SALT RIVER WILD HORSE MANAGEMENT GROUP INC
4610 N 68TH ST UNIT 477SCOTTSDALEAZ85251PCGENERAL OPERATING SUPPORT - ARIZONA GIVES MATCH$1,000
SEATTLE CHILDRENS HOSPITAL FOUNDATION
PO BOX 5371 M/S 818-SSEATTLEWA98145PCGENERAL OPERATING SUPPORT FOR BEN TOWNE CENTER FOR CHILDHOOD CANCER RESEARCH$40,000
SEATTLE CHILDRENS HOSPITAL FOUNDATION
PO BOX 5371 M/S 818-SSEATTLEWA98145PCCHILD & ADOLESCENT MENTAL HEALTH PROGRAM$300,000
SEATTLE CHILDRENS HOSPITAL FOUNDATION
PO BOX 5371 M/S 818-SSEATTLEWA98145PCHOPE & IMMUNOTHERAPY FOR KIDS WITH CANCER$100,000
SEATTLE THEATRE GROUP
911 PINE STSEATTLEWA98101PCDOORS: OPENING DOORS TO THE ARTS$2,500
SERVE WENATCHEE VALLEY
PO BOX 5543WENATCHEEWA98807PCFRESH HOPE MARKET MATCH$1,500
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PC2022 MATCHING GIFT$250
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCBUILDING FUND - RAISE THE ROOF$1,000
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCNOVEMBER 2022 MATCHING GIFT$500
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCNOVEMBER 2022 MATCHING GIFT$5,000
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCCOMMUNITY CENTER AT LAKE CHELAN$50,000
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCCOMMUNITY CENTER AT LAKE CHELAN - JULY 2022$25,000
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PC2022 MATCHING GIFT$250
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCTHE COMMUNITY CENTER AT LAKE CHELAN$100,000
SEVEN ACRES FOUNDATION
PO BOX 1732CHELANWA98816PCBUILDING FUNDS - RAISE THE ROOF$5,000
SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION
3281 BANNER RD SEPORT ORCHARDWA98366PCGENERAL OPERATING SUPPORT$3,000
SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION
3281 BANNER RD SEPORT ORCHARDWA98366PC2022 MATCHING GRANT$1,000
SOUTH SOUND CARE FOUNDATION
PO BOX 1314TACOMAWA98401PCCOMPASSIONATE USE/EXPANDED ACCESS$20,000
SOUTH SOUND CHRISTIAN SCHOOLS
2310 S 66TH STREETTACOMAWA98409PCRESURFACING AND BRANDING NEW GYM FLOOR$20,000
STEP BY STEP FAMILY SUPPORT CENTER
3303 8TH AVE SEPUYALLUPWA98372PCGENERAL OPERATING SUPPORT$25,000
STEP BY STEP FAMILY SUPPORT CENTER
3303 8TH AVE SEPUYALLUPWA98372PCFUND A NEED$10,000
SUNNY SKY'S ANIMAL RESCUE
4227 S MERIDIAN C335PUYALLUPWA98373PCGENERAL OPERATING SUPPORT$10,000
SUPREME FOUNDATION
31330 43RD PLACE SWFEDERAL WAYWA98023PCGENERAL OPERATING SUPPORT$25,000
TACOMA ARTS LIVE
1001 S YAKIMA AVE SUITE 1TACOMAWA98405PCGENERAL OPERATING SUPPORT$10,000
TACOMA ATHLETIC COMMISSION
P O BOX 11304TACOMAWA98411PCSALUTE TO SPORTS SCHOLARSHIPS$30,000
TACOMA PIERCE COUNTY HABITAT FOR HUMANITY
4824 SOUTH TACOMA WAYTACOMAWA98409PCAMERICAN LAKE TOWNHOMES BUILD IN HONOR OF BOB HALL$100,000
TACOMA PUBLIC SCHOOL
3101 S 43RD STREETTACOMAWA98409PCGENERAL OPERATING SUPPORT FOR INDIAN EDUCATION PROGRAMS$10,000
TAKING THE REINS
3919 1/2 RIGALI AVELOS ANGELESCA90039PCRAISING THE BARN CAPITAL CAMPAIGN$77,500
THE ASPEN INSTITUTE INC
2300 N STREET NW 700WASHINGTONDC20037PCCONTRACT SERVICES FOR A YEAR-LONG RESEARCH PROJECT TO CONDUCT AND PRODUCE THE TACOMA PIERCE COUNTY STATE OF PLAY REPORT.$185,000
THE BRAVE WARRIOR PROJECT
PO BOX 3221WENATCHEEWA98801PCTHERAPEUTIC RECREATION DREAM$25,000
THE COFFEE OASIS
837 4TH STREETBREMERTONWA98337PCCOFFEE OASIS PIERCE COUNTY CAPITAL CAMPAIGN - SHELTER$150,000
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$250
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCYOUTH SCHOLARSHIP FUND$50,000
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCHARBOTTLE DONATION MATCH$9,000
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$1,500
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$250
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCHARBOTTLE DONATION MATCH$2,500
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$1,000
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$1,000
THE FIRST TEE OF SOUTH PUGET SOUND
7108 LAKEWOOD DRIVE WESTTACOMAWA98467PCTEE UP & WINE DOWN DONATION$1,000
THE MICHAEL J FOX FOUNDATION
111 WEST 33RD STREET 10TH FLOORNEW YORKNY10120PCPARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE AND PATIENTS$175,000
THE MICHAEL J FOX FOUNDATION
111 WEST 33RD STREET 10TH FLOORNEW YORKNY10120PCPARKINSONS PROGRESSION MARKERS INITIATIVE: PUGET SOUND SITE AND PATIENTS OCTOBER GRANT$40,000
THE RAPE FOUNDATION
1223 WILSHIRE BOULEVARD 410SANTA MONICACA90403PC24 HOUR EMERGENCY CARE CLINIC AND STUART HOUSE$50,000
THE RESCUE MISSION
PO BOX 1912TACOMAWA98401PCGENERAL OPERATING SUPPORT$2,000
THE RESCUE MISSION
PO BOX 1912TACOMAWA98401PCGENERAL OPERATING SUPPORT$5,000
THE TRUST FOR PUBLIC LAND
901 5TH AVENUE SUITE 1520SEATTLEWA98164PCGREENS SCHOOLYARDS TACOMA$752,106
THE YAKIMA YOUTH GOLF ORGANIZATION
PO BOX 787YAKIMAWA98907PCFIRST TEE CENTRAL WASHINGTON AT WENATCHEE VALLEY$5,000
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVDPORTLANDOR97203PCGENERAL OPERATING SUPPORT$1,000
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVDPORTLANDOR97203PCPILOT ATHLETIC FUND MATCHING GIFT$500
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST 1067TACOMAWA98416PCUNIVERSITY OF PUGET SOUND WELLNESS PROGRAMMING FOR STUDENT - ATHLETES$25,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST 1067TACOMAWA98416PC2022 MATCH OF LOGGER DAY CHALLENGE$1,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359505SEATTLEWA98195PCHUSKY BAND / CHEER SQUAD MATCHING GIFT$2,500
UNIVERSITY OF WASHINGTON FOUNDATION (SCHOOL OF MEDICINE)
BOX 358045SEATTLEWA98195PCTDP-43 BIOMARKER DEVELOPMENT PROJECT$20,000
UNIVERSITY OF WASHINGTON FOUNDATION (SCHOOL OF MEDICINE)
BOX 358045SEATTLEWA98195PCTMS SIMULATION TRIAL RESEARCH$20,000
UNIVERSITY OF WASHINGTON FOUNDATION ON BEHALF OF SCHOOL OF ART ART HISTORY
407 GERBERDING HALL BOX 351210SEATTLEWA98195PCJACOB LAWRENCE GALLERY CAPITAL SUPPORT: ART CAPITAL CAMPAIGN$50,000
USTA PACIFIC NORTHWEST SECTION
9746 SW NIMBUS AVENUEBEAVERTONOR97008PCGALBRAITH TENNIS CENTER YOUTH SCHOLARSHIPS$10,000
VIKINGS BASEBALL CLUB
PO BOX 755PUYALLUPWA98371PC2022 SPRING DIAMOND DINNER$1,500
WAHOOPS
14705 MERIDIAN EASTPUYALLUPWA98375PCLEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAM$10,000
WAKE FOR WARRIORS
727 LEE RD 339SALEMAL36874PCGENERAL OPERATING SUPPORT$10,000
WASHINGTON STATE FAIR FOUNDATION
110 9TH AVE SWPUYALLUPWA98371PCTOM ABSHER SCHOLARSHIP FUND MATCH$1,000
WASHINGTON TRAILS ASSOCIATION
705 2ND AVE SUITE 300SEATTLEWA98104PCOUTDOOR LEADERSHIP TRAINING (OLT) - PIERCE COUNTY EXPANSION$15,000
WASHINGTON YOUTH SOCCER FOUNDATION
7100 FORT DENT WAY SUITE 215TUKWILAWA98188PCLET HER PLAY / LET HER COACH$10,000
WASHINGTON YOUTH SOCCER FOUNDATION
7100 FORT DENT WAY SUITE 215TUKWILAWA98188PCSOCCER FOR ALL$50,000
WE ARE CALVARY
15116 GARY STREET EASTSUMNERWA98390PC2022 FOOD BANK MATCH - (SUMNER / BONNEY LAKE)$1,000
WE ARE CALVARY
15116 GARY STREET EASTSUMNERWA98390PCGIVING TREE GIFTS$500
WELLNESS PLACE
PO BOX 1802WENATCHEEWA98807PCGENERAL OPERATING SUPPORT$750
WENATCHEE VALLEY COLLEGE FOUNDATION INC
1300 FIFTH ST WENATCHI HALL THIRDWENATCHEEWA98801PCFINISH LINE SCHOLARSHIP$500FLOOR
WENATCHEE VALLEY COLLEGE FOUNDATION INC
1300 FIFTH ST WENATCHI HALL THIRDWENATCHEEWA98801PCSTUDENT ATHLETE SUPPORT$20,000FLOOR
WENATCHEE VALLEY COLLEGE FOUNDATION INC
1300 FIFTH ST WENATCHI HALL THIRDWENATCHEEWA98801PCWALT F. HORAN III MUSIC SCHOLARSHIP MATCH$2,500FLOOR
WENATCHEE VALLEY COLLEGE FOUNDATION INC
1300 FIFTH ST WENATCHI HALL THIRDWENATCHEEWA98801PCWALT HORAN SCHOLARSHIP$2,000FLOOR
WENATCHEE VALLEY COMMUNITY TOY DRIVE
595 GRANT ROAD 3-67EAST WENATCHEEWA98802PC2022 TOY DRIVE MATCHING GIFT$1,000
WESTERN WASHINGTON UNIVERSITY FOUNDATION
516 HIGH STREET MS 9034BELLINGHAMWA98225PCGIVE DAY MATCH - HISTORY DEPARTMENT / RECREATION MANAGEMENT$1,000
WHITTIER PTA 109235
777 ELM TREE LANEFIRCRESTWA98466PCELEMENTARY FIELD TRIP REQUEST$10,000
WOMEN'S RESOURCE CENTER OF NCW
PO BOX 2051WENATCHEEWA98807PCGENERAL OPERATING SUPPORT$10,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903PCMALIBU CLUB DEVELOPMENT MATCHING GIFT$1,538
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,097,588TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASCADE CHRISTIAN SCHOOLS
815 21ST ST SEPUYALLUPWA98372PCFIELDS OF DREAMS CAPITAL CAMPAIN-$150,000
FOREVERGREEN TRAILS
243 S 55TH STTACOMAWA98408PCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$170,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$484,369ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,428,342ExclusionAmt
Related Or Exempt Function Incm$675RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,910ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$825,459ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,800,080ExclusionAmt
Related Or Exempt Function Incm$675RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,800,755TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementTAX EXEMPT INTEREST INCOMERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$75,936Amt
Net Investment Income$25,315NetInvestmentIncomeAmt
Disbursements Charitable Prps$47,596DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WAHOOPSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line114705 MERIDIAN EASTAddressLine1Txt
CityPUYALLUPCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98375ZIPCd
FieldValueIRS element (for citing)
Grant2022-04-27GrantDt
Grant$10,000GrantAmt
Purpose Of GrantLEWIS AND CLARK HIGH SCHOOL BOYS AND GIRLS SUMMER BASKETBALL PROGRAMPurposeOfGrantTxt
Expended By Grantee$4,820ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee1/26/23DatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB - CORPORATE BONDSBondNm
EOY Book Value$4,640,853EOYBookValueAmt
EOYFMV$4,640,853EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB - CORPORATE STOCK INVESTMENTSStockNm
EOY Book Value$91,514,462EOYBookValueAmt
EOYFMV$91,514,462EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,219,075USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,219,075USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HL SECONDARY FUND V LPFMV$6,294,312$6,294,312
HL PRIVATE EQUITY FUND X LPFMV$4,610,173$4,610,173
HL CO-INVESTMENT FUND IV LPFMV$8,608,468$8,608,468
HL STRATEGIC OPPORTUNITIES FUND V LPFMV$1,009,509$1,009,509
HL STRATEGIC OPPORTUNITIES FUND VI LPFMV$2,541,152$2,541,152
HL INFRASTRUCTURE OPPORTUNITIES FUND LPFMV$4,649,448$4,649,448
STEPSTONE PRIVATE EQUITY LPFMV$5,093$5,093
HL EQUITY OPPORTUNITIES FUND V-A LPFMV$2,926,392$2,926,392
HL STRATEGIC OPPORTUNITIES FUND VII LPFMV$555,285$555,285

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,877LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,877DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$28,369,375Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$8,363$0$8,363
MEMBERSHIPS$5,017$0$5,017
LICENSES$60$0$60
COMPUTER SOFTWARE$8,142$0$8,142
PAYROLL PROCESS FEES$2,516$0$2,516
MISCELLANEOUS$10,011$0$10,011
OFFICE SUPPLIES$845$0$845
EQUIPMENT & FURNISHINGS$2,020$0$2,020
TRAINING & EDUCATION$18,584$0$18,584
SUBSCRIPTIONS$16$0$16
BANK FEES$2,688$0$2,688
MEALS$1,513$0$1,513
EQUITY PARTNERSHIPS$0$507,867$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM EQUITY PARTNERSHIP INVESTMENTSDesc
Revenue And Expenses Per Books$61,910RevenueAndExpensesPerBooksAmt
Net Investment Income$48,097NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$287,360$265,969$0
OTHER PROFESSIONAL FEES$51,821$0$51,821

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$94,466$0$0
FOREIGN TAXES$0$1,532$0