NAMES FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NAMES FAMILY FOUNDATION (EIN 94-3250195)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-03
- IRS object ID
- 202103079349101675
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2021-11-03T19:51:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911657150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANER SMITH & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIFTH AVENUE S SUITE 202 | AddressLine1Txt |
| City | EDMONDS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 SUITE 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 | 2535667000 | PhoneNum |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | SHULTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH G SMITH CPA PFS | PreparerPersonNm |
| PTIN | P00366512 | PTIN |
| Phone | 4256408650 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,493,292 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,900,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,817,490 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$228 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,648,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,340,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,648,305 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $4,834 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,241 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,553,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,468,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,834 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,124 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,022 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,102 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $127,999 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,556 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,443 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $76,207 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,402 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,805 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,617 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,457 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,592 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $481,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $465,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,036 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20,433 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $20,433 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,457 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,263 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,263 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,514 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,171,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $670,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $421,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,473,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,473,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,645,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $670,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,895,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,092,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,797,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,834 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,222 | CashBOYAmt |
| Cash EOY | $561,335 | CashEOYAmt |
| Cash EOYFMV | $561,335 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,162,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,904,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,904,342 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $60,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $46,735 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $46,735 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,795,464 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,483,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,483,931 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $85,928,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,498,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,498,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,733,412 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,129,937 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,129,937 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,788,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,868,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,868,156 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $40 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $125,498,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,493,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,493,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $125,498,246 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $140,493,292 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,498,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,493,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,498,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,493,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,498,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,092,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,177,155 | OtherIncreasesAmt |
| Subtotal | $140,583,226 | SubtotalAmt |
| Other Decreases | $89,934 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,493,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEE ATTACHMENT - MUNICIPAL BONDS | $3,600,890 | $3,601,478 | -$588 | -$588 | |
| SEE ATTACHMENT - CORPORATE STOCK | $7,918,330 | $5,301,024 | $2,617,306 | $2,617,306 | |
| SEE ATTACHMENT - CORPORATE BONDS | $3,994,578 | $3,988,662 | $5,916 | $5,916 | |
| SEE ATTACHMENT - AGENCY SECURITIES | $1,550,000 | $1,559,507 | -$9,507 | -$9,507 | |
| SEE ATTACHMENT - OTHER FIXED INCOME | $25,000 | $25,000 | $0 | $0 | |
| SEE ATTACHMENT - EXCHANGE TRADED FUNDS | $179,896 | $216,281 | -$36,385 | -$36,385 | |
| CAPITAL GAINS DIVIDENDS | $71,563 | $71,563 | $71,563 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,648,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,649 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $64,649 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,865 | OverpaymentAmt |
| Applied To ES Tax | $11,865 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Org Report Or Register State | NY | 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 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | FIRCREST | WA | 98466 | EXECUTIVE DIRECTOR | 40.00 | $75,162 | $13,640 | $0 |
| PAULA LARKIN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | PRESIDENT/ TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIM HEGARDT | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | VICE PRESIDENT / PRESIDENT | 5.00 | $0 | $0 | $0 |
| RICHARD NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TRUSTEE / VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERIN SHAGREN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TREASURER AND EXECUTIVE DI | 3.00 | $11,962 | $23,349 | $0 |
| MONICA NAMES-KING | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TRUSTEE / SECRETARY | 2.00 | $0 | $0 | $0 |
| DIANE NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | SECRETARY / TRUSTEE EMERIT | 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 |
|---|---|---|---|---|---|---|---|---|
| MARIA C SHEIL-HARLOW | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | GRANTS AND PROJECT M | 43.34 | $76,875 | $0 | $0 |
| CATHRINA M HARVEY-TURNER | ||||||||
| 21214 131ST STREET CT E | BONNEY LAKE | WA | 98391 | ACCOUNTANT | 21.67 | $51,124 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HAMILTON LANE INVESTMENTS | |||||
| 10333 E DRY CREEK RD 310 | ENGLEWOOD | CO | 80112 | PRIVATE EQUITY INVESTMENT MANAGEMENT | $243,637 |
| GOLDMAN SACHS FINANCIAL ADVISORS - SEATTLE | |||||
| 1420 FIFTH AVENUE SUITE 3020 | SEATTLE | WA | 98101 | INVESTMENT MANAGEMENT | $238,152 |
| TRANER SMITH & CO PLLC | |||||
| 201 FIFTH AVE SUITE 202 | EDMONDS | WA | 98020 | ACCOUNTING, TAX, & ADVISORY SERVICES | $79,321 |
| 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 | $111,583,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,496,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,080,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,080,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,861,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,218,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,110,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,110,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,784 | TotalTaxAmt |
| Distributable Before Adj | $6,058,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,834 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,062,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,062,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,895,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,895,785 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,895,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,062,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,505,750 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,895,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,505,750 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,390,035 | 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 | $3,672,958 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | SEE STATEMENT 13 - 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 | SEE STATEMENT 13 - 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 (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 1102 BROADWAY SUITE 201 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| AMERICAN CHILDHOOD CANCER ORGANIZATION INLAND NORTHWEST | |||||||
| PO BOX 8031 | SPOKANE | WA | 99004 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 1142 BROADWAY SUITE 120 | TACOMA | WA | 98402 | NONE | 509(A)(2) | MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. | $2,500 |
| AMERICAN LEADERSHIP FORUM OF TACOMAPIERCE COUNTY | |||||||
| 1119 PACIFIC AVE 801 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,200 |
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | 509(A)(2) | TO HELP FUND FOUR AMPUTEE LEGS | $80,000 |
| ANGEL WINGS FOUNDATION | |||||||
| PO BOX 7350 | BONNEY LAKE | WA | 98391 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| AUSTEN EVERETT FOUNDATION | |||||||
| 500 YALE AVENUE NORTH | SEATTLE | WA | 98109 | NONE | 509(A)(2) | TO EMPOWER, INSPIRE KIDS WITH BATTLING CANCER THROUGH SPORTS | $15,000 |
| BAR X PROJECT INC | |||||||
| PO BOX 193 | BERLIN | NJ | 08009 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $28,500 |
| BEHIND THE BADGE FOUNDATION | |||||||
| 8309 165TH AVE NE SUITE 205 | REDMOND | WA | 98052 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| BELLARMINE PREPARATORY SCHOOL | |||||||
| 2300 S WASHINGTON ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $403,560 |
| BENEFICIAL SOUND | |||||||
| 7607 NE 148TH PLACE | KENMORE | WA | 98028 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| BETHANY CHURCH OF SIERRA MADRE DBA BETHANY CHRISTIAN SCHOOL | |||||||
| 93 N BALDWIN AVE SUITE B | SIERRA MADRE | CA | 91024 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $38,000 |
| BIG BROTHERS BIG SISTERS OF PUGET SOUND | |||||||
| 3640 S CEDAR STREET SUITE R | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,192 |
| BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND | |||||||
| 3875 66TH ST 101 | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $61,550 |
| CALIFORNIA LUTHERAN UNIVERSITY | |||||||
| 60 WEST OLSEN RD 1625 | THOUSAND OAKS | CA | 91360 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CAMP KESEM NATIONAL | |||||||
| 10586 W PICO BLVD 196 | LOS ANGELES | CA | 90064 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $514 |
| CAMP KOREY | |||||||
| 24880 BROTHERHOOD ROAD | MOUNT VERNON | WA | 98274 | NONE | 509(A)(2) | TO BE USED ON PROGRAM HELPING CHILDREN WITH LIFE-ALTERING MEDICAL CONDITIONS | $10,000 |
| CAMP SPALDING | |||||||
| 8513 HWY 211 | NEWPORT | WA | 99156 | NONE | 509(A)(2) | TO SUPPORT BASKETBALL COURT COVER & ARCHERY | $50,500 |
| CASCADE CHRISTIAN SCHOOLS | |||||||
| 815 21ST STREET SE | PUYALLUP | WA | 98372 | NONE | 509(A)(1) | TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL | $203,500 |
| CASHMERE SCHOOLS FOUNDATION | |||||||
| PO BOX 177 | MONITOR | WA | 98836 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $1,500 |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | |||||||
| 1323 YAKIMA AVENUE | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CENTER FOR DIALOG & RESOLUTION | |||||||
| 717 TACOMA AVE S | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CENTRAL WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 400 EAST UNIVERSITY AVE | ELLENSBURG | WA | 98926 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CHELAN COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 22 | CASHMERE | WA | 98815 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $8,000 |
| CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEY | |||||||
| PO BOX 3051 | CHELAN | WA | 98816 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| CHELAN VALLEY HOPE | |||||||
| PO BOX 635 | CHELAN | WA | 98816 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| CHELAN-DOUGLAS COUNTY CASA-GAL PROGRAM | |||||||
| PO BOX 2027 | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $17,000 |
| CHELAN-DOUGLAS COUNTY COMMUNITY ACTION COUNCIL INC | |||||||
| 620 LEWIS ST | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $200,000 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC | |||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 47403 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| CITIZENS FOR A HEALTHY BAY | |||||||
| 535 DOCK ST 213 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| COFFEE OASIS THE | |||||||
| 837 4TH ST | BREMERTON | WA | 98337 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $27,082 |
| COLLEGE SUCCESS FOUNDATION - TACOMA | |||||||
| 950 PACIFIC AVENUE SUITE 1250 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP PROVIDE SUPPORT AND SERVICES TO ENSURE LOW-INCOME STUDENTS' ABILITY TO ATTEND AND GRADUATE F | $25,000 |
| COMMUNITIES IN SCHOOLS OF PUYALLUP | |||||||
| 2141 SOUTH J STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON | |||||||
| 9 S WENATCHEE AVE | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| COMMUNITY YOUTH SERVICES | |||||||
| 711 STATE AVE NE | OLYMPIA | WA | 98506 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| CORPORATION OF GONZAGA UNIVERSITY | |||||||
| 502 E BOONE AVE | SPOKANE | WA | 99258 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| COURTS FOR KIDS | |||||||
| PO BOX 873786 | VANCOUVER | WA | 98687 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| CREATE NOW INC | |||||||
| 1611 S HOPE STREET SUITE E | LOS ANGELES | CA | 90015 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| CROHN'S & COLITIS FOUNDATION INC | |||||||
| 9 LAKE BELLEVUE DR 203 | BELLEVUE | WA | 98005 | NONE | 509(A)(2) | TO BE USED TOWARDS CAMP OASIS AT CAMP COLMAN IN LONGBRANCH WA | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| DONALD B SLOCUM RESEARCH & EDUCATIONAL FOUNDATION | |||||||
| 55 COBURG RD | EUGENE | OR | 97401 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $11,198 |
| EASTERN WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 102 HARGREAVES HALL | CHENEY | WA | 99004 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| EATONVILLE KITTEN MISSION | |||||||
| 127 MARSHALL AVE N PMB 132 | EATONVILLE | WA | 98328 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| EMERGENCY FOOD NETWORK | |||||||
| 3319 92ND ST S | LAKEWOOD | WA | 98499 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| EMPOWERMENT THROUGH CONNECTION | |||||||
| PO BOX 589 | GRAHAM | WA | 98338 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| FAMILIES UNLIMITED NETWORK | |||||||
| PO BOX 65672 | UNIVERSITY PLACE | WA | 98464 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $12,675 |
| FIRST ASSEMBLY OF GOD LIFE CENTER OF TACOMA WA DBA LIFE CHRISTIAN ACADEMY | |||||||
| 1717 SOUTH UNION AVENUE | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $70,000 |
| FIRST TEE OF SOUTH PUGET SOUND THE | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $55,500 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| 9600 VETERANS DR SW | LAKEWOOD | WA | 98493 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $250,000 |
| GEORGE Y POCOCK ROWING FOUNDATION | |||||||
| 3320 FUHRMAN AVE E | SEATTLE | WA | 98102 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| GIRLS ON THE RUN OF KITSAP COUNTY | |||||||
| PO BOX 1003 | TRACYTON | WA | 98393 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| GREATER METRO PARKS FOUNDATION | |||||||
| 4702 S 19TH ST | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO SUPPORT IMAGINE EASTSIDE COMMUNITY CENTER | $602,500 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVENUE SUITE 1100 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,254,302 |
| GREENTRIKE (FKA CHILDREN'S MUSEUM OF TACOMA) | |||||||
| 1501 PACIFIC AVE SUITE 202 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $13,640 |
| HABITAT FOR HUMANITY OF TACOMAPIERCE COUNTY | |||||||
| 4824 S TACOMA WAY | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| HILLTOP ARTISTS IN RESIDENCE | |||||||
| 602 N SPRAGUE AVE | TACOMA | WA | 98403 | NONE | 509(A)(2) | TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS | $12,500 |
| HOPESPARKS | |||||||
| 6424 N 9TH STREET | TACOMA | WA | 98406 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $30,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| JUNIOR ACHIEVEMENT OF WASHINGTON | |||||||
| 1610 PERIMETER ROAD | TACOMA | WA | 98001 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $6,875 |
| KIDS OUT OF CARS | |||||||
| PO BOX 1442 | GRAHAM | WA | 98338 | NONE | 509(A)(2) | TO BE USED TOWARDS THE HOMELESS CHILDREN IN THE PUYALLUP SCHOOL DISTRICT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY WASHINGTON THE | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,050 |
| LEWY BODY DEMENTIA ASSOCIATION INC | |||||||
| 912 KILLIAN HILL ROAD SW | LILBUM | GA | 30047 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| LIVING DESERT ZOO AND GARDENS THE | |||||||
| 47-900 PORTOLA AVENUE | PALM DESERT | CA | 92260 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON | |||||||
| 811 FIRST AVENUE SUITE 620 | SEATTLE | WA | 98104 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES | |||||||
| 11390 W OLYMPIC BLVD SUITE 300 | LOS ANGELES | CA | 90064 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $20,000 |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO INC | |||||||
| 2440 HOTEL CIRCLE N SUITE 200 | SAN DIEGO | WA | 92108 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $47,000 |
| MICHAEL J FOX FOUNDATION THE | |||||||
| PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $100,000 |
| MISSION CREATE | |||||||
| 28419 N 65 LN | PEORIA | AZ | 85383 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| MISSPITS RESCUE | |||||||
| PO BOX 604 | VAUGHN | WA | 98394 | NONE | 509(A)(2) | TO BE USED WHERE THE NEED IS GREATEST | $10,000 |
| MOPS INTERNATIONAL | |||||||
| 2370 S TRENTON WAY | DENVER | CO | 80231 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $11,030 |
| MOUNTAIN VIEW COMMUNITY CENTER | |||||||
| 3607 122ND AVE E SUITE A | EDGEWOOD | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $13,500 |
| MOUNTAIN VIEW LUTHERAN CHURCH | |||||||
| 3505 122ND AVE E | EDGEWOOD | WA | 98372 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | 509(A)(2) | TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER | $84,872 |
| MULTICULTURAL CHILD AND FAMILY HOPE CENTER | |||||||
| 2021 S 19TH STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $100,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5/F | NORWALK | CT | 06851 | NONE | 509(A)(2) | TO FUND RESEARCH FOR MULTIPLE MYELOMA | $25,000 |
| NATIONAL FOOTBALL LEAGUE FOUNDATION | |||||||
| 345 PARK AVE | NEW YORK | NY | 10154 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| NCW VETERANS SERVING VETERANS | |||||||
| 1250 N WENATCHEE AVE | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| NEW LIFE COMMUNITY DEVELOPMENT AGENCY | |||||||
| 802 7TH STREET | BREMERTON | WA | 98337 | NONE | 509(A)(2) | TO FUND FITNESS CENTER AT YOUTH AND FAMILY CENTER | $25,000 |
| NORTHWEST INFANT SURVIVAL ALLIANCE SIDS FDN OF WASHINGTON | |||||||
| 1130 N 4TH | COEUR DALENE | ID | 83814 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| NORTHWEST TREK FOUNDATION | |||||||
| 11610 TREK DRIVE EAST | EATONVILLE | WA | 98328 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| NUMERICA PERFORMING ARTS CENTER | |||||||
| 123 N WENATCHEE AVE | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,864 |
| NW FURNITURE BANK | |||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $12,600 |
| OLIVE CREST | |||||||
| 2500 116TH AVE NE | BELLEVUE | WA | 98004 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,526 |
| OUTDOORS FOR ALL FOUNDATION | |||||||
| 6344 NE 74TH STREET SUITE 102 | SEATTLE | WA | 98115 | NONE | 509(A)(2) | TO BE DESIGNATED TO THE SNOQUALIME PASS OUTDOORS FOR ALL BUILDING | $55,000 |
| PACIFIC LUTHERAN UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT | TACOMA | WA | 98447 | NONE | 509(A)(1) | TO HELP FUND SPORTS PROGRAMS AND EQUIPMENT | $5,000 |
| PERMISSION TO START DREAMING FOUNDATION | |||||||
| 3733 ROSEDALE STREET NW SUITE 100 | GIG HARBOR | WA | 98335 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| PHOTOGRAPHIC CENTER NORTHWEST | |||||||
| 900 12TH AVE | SEATTLE | WA | 98122 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| PLEDGELING FOUNDATION | |||||||
| 2100 ABBOT KINNEY BLVD SUITE E | VENICE | CA | 90291 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $532 |
| PORTLAND UNIVERSITY OF | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 3235 NE 18TH AVE | PORTLAND | OR | 97212 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| PRESBYTERIAN CHURCH USA - TRINITY UNITED PRESBYTERIAN CHURCH | |||||||
| 1615 6TH AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| PUGET SOUND UNIVERSITY OF | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $8,500 |
| PUYALLUP FOOD BANK | |||||||
| 110 23RD STREET SE | PUYALLUP | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,500 |
| PUYALLUP SCHOOL DISTRICT | |||||||
| 105 7TH ST SW | PUYALLUP | WA | 98371 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| RAISING GIRLS | |||||||
| PO BOX 7851 | TACOMA | WA | 98417 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,000 |
| RAPE FOUNDATION THE | |||||||
| 1223 WILSHIRE BOULEVARD 410 | SANTA MONICA | CA | 90403 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $45,000 |
| REALITY SPORTS FOUNDATION | |||||||
| 239 W STEWART AVE | PUYALLUP | WA | 98371 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,511 |
| RECOVERY CAFE ORTING | |||||||
| PO BOX 1867113 VARNER AVE SE | ORTING | WA | 98360 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| RESCUE MISSION THE | |||||||
| 425 SOUTH TACOMA WAY | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| ROW FOR THE CURE | |||||||
| PO BOX 1923 | LAKE GROVE | OR | 97035 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $526 |
| RUSSELL WILSON FOUNDATION DBA WHY NOT YOU FOUNDATION | |||||||
| 1301 2ND AVE SUITE 1700 | SEATTLE | WA | 98101 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO ROAD PO BOX 3000 | BOONE | NC | 28607 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| SEATTLE CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $151,000 |
| SEATTLE THEATRE GROUP | |||||||
| 911 PINE STREET | SEATTLE | WA | 981011818 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,588 |
| SERGE GLOBAL INC | |||||||
| 101 WEST AVENUE SUITE 305 | JENKINTOWN | PA | 19046 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $3,000 |
| SEVEN ACRES FOUNDATION | |||||||
| 103 BIGHORN WAY BOX 1732 | CHELAN | WA | 98816 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $212,500 |
| SHELTER PARTNERSHIP INC | |||||||
| 520 SO GRAND AVE SUITE 695 | LOS ANGELES | CA | 90071 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| SOLDIER'S WISH | |||||||
| PO BOX 3231 | TULSA | OK | 74101 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION | $10,000 |
| SOULUMINATION | |||||||
| 1100 NW 52ND ST | SEATTLE | WA | 98107 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| SOUND OUTREACH | |||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,019 |
| SOUTH SOUND CARE FOUNDATION | |||||||
| PO BOX 1314 | TACOMA | WA | 98401 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $20,000 |
| SOUTH SOUND CHRISTIAN SCHOOLS DBA TACOMA BAPTIST SCHOOLS | |||||||
| 2052 S 64TH STREET | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| SPANISH PEAKS COMMUNITY FOUNDATION | |||||||
| PO BOX 161303 | BIG SKY | MT | 59716 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| STEP BY STEP FAMILY SUPPORT CENTER | |||||||
| 13407 80TH ST E | PUYALLUP | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $30,420 |
| SUMNER COMMUNITY FOOD BANK | |||||||
| PO BOX 475 | SUMNER | WA | 98390 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| SUNNY SKY'S ANIMAL RESCUE | |||||||
| 1102 E MAIN ST | PUYALLUP | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| SUPREME FOUNDATION | |||||||
| 31330 43RD PL SW | FEDERAL WAY | WA | 98023 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| TACOMA ART MUSEUM | |||||||
| 1701 PACIFIC AVE | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $16,000 |
| TACOMA ATHLETIC COMMISSION INC | |||||||
| PO BOX 11304 | TACOMA | WA | 98411 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $20,500 |
| TACOMA ROTARY 8 FOUNDATION | |||||||
| PO BOX 1777 | TACOMA | WA | 98401 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,500 |
| TACOMA-PIERCE COUNTY CRIME STOPPERS PROGRAM | |||||||
| 1519 CYPRESS POINT AVE | TACOMA | WA | 984666638 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| TENNIS LOVERS FOR CHARITY | |||||||
| 22117 CATHANN PL | TORRANCE | CA | 90503 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| THE SOUP LADIES | |||||||
| PO BOX 896 | BUCKLEY | WA | 98321 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION (ATHLETICS DEPARTMENT) | |||||||
| 426 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $284,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION (MEDICINE) | |||||||
| 426 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $50,000 |
| UNIVERSITY PLACE PRESBYTERIAN CHURCH | |||||||
| 8101 27TH ST W | UNIVERSITY PLACE | WA | 98466 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,110 |
| WASHINGTON STATE FAIR FOUNDATION | |||||||
| 110 9TH AVE SW | PUYALLUP | WA | 98371 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $51,000 |
| WE ARE CALVARY AKA CALVARY COMMUNITY CHURCH OF SUMNER | |||||||
| 15116 GARY STREET EAST | SUMNER | WA | 98390 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| WENATCHEE VALLEY COLLEGE FOUNDATION INC | |||||||
| 130 FIFTH STREET | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $20,510 |
| WOMEN'S RESOURCE CENTER OF NCW | |||||||
| 202 PALOUSE ST | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 1614 SOUTH MILDRED SUITE 1 | TACOMA | WA | 98465 | NONE | 509(A)(2) | TO SUPPORT MORGAN FAMILY REBUILD | $1,025,937 |
| YOUNG LIFE | |||||||
| 3012 S 23RD STREET | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $3,588 |
| YOUTH FOR CHRIST USA INC - YOUTH FOR CHRIST TACOMA AREA INC | |||||||
| PO BOX 834 | TACOMA | WA | 98401 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,473,971 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | 509(A)(2) | TO HELP FUND FOUR AMPUTEE LEGS | $50,000 |
| BELLARMINE PREPATORY SCHOOL | |||||||
| 2300 S WASHINGTON ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO SUPPORT MEMORIAL FIELD SPORTS COMPLEX & NAMES GYM UPGRADES | $400,000 |
| CASCADE CHRISTIAN SCHOOLS | |||||||
| 815 21ST STREET SE | PUYALLUP | WA | 98372 | NONE | 509(A)(1) | TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CASCADE CHRISTIAN JR. HIGH SCHOOL | $200,000 |
| CHELAN TEEN CENTER DBA THRIVE CHELAN VALLEY | |||||||
| PO BOX 3051 | CHELAN | WA | 98816 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $15,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $200,000 |
| COFFEE OASIS THE | |||||||
| 837 4TH ST | BREMERTON | WA | 98337 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $50,000 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| 9600 VETERANS DR SW | LAKEWOOD | WA | 98493 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $250,000 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVENUE SUITE 1100 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,054,198 |
| LIFE CHRISTIAN ACADEMY | |||||||
| 1717 S UNION AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO SUPPORT COVERED PLAYGROUND, ARTIFICIAL TURF PLAY FIELD & RECREATION SHELTER | $70,000 |
| MAKE-A-WISH FOUNDATION OF SAN DIEGO INC | |||||||
| 2440 HOTEL CIRCLE N SUITE 200 | SAN DIEGO | WA | 92108 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $30,000 |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | 509(A)(2) | TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER | $50,000 |
| MULTICULTURAL CHILD AND FAMILY HOPE CENTER | |||||||
| 2021 S 19TH STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $100,000 |
| SEATTLE CHILDREN'S HOSPRESEARCH-CANCER THERAPY GYM (#3 OF 4) | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $50,000 |
| SEVEN ACRES FOUNDATION | |||||||
| 103 BIGHORN WAY BOX 1732 | CHELAN | WA | 98816 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $200,000 |
| WASHINGTON UNIV-ATHLETICSBASKETBALL LOCKER RMS | |||||||
| 426 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,919,198 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,817,490 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$228 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,648,305 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Related Or Exempt Function Incm | $4,834 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,470,401 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,553,098 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | TO PROVIDE INVESTMENT INCOME FOR FUNDING OF CHARITABLE GRANTS. |
| 8 | NET GAINS OR LOSSES ON THE FOUNDATION'S INVESTMENT PORTFOLIO WILL PROVIDE THE SOURCE FOR FUNDING OF FUTURE CHARITABLE GRANTS. |
| 4 | TAX EXEMPT INTEREST OF $82,697 HAS BEEN EXCLUDED FROM TAX BY SEC. 103 |
| 4 | ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $274,728 HAS BEEN EXCLUDED FROM TAX BY SEC. 103 |
| 11 | ONE UNUSED PARTIAL GRANT FROM TAX YEAR 2019 IN THE AMOUNT OF $4,834.26 HAD BEEN RETURNED TO THE FOUNDATION. THIS AMOUNT WILL BE REALLOCATED FOR FUTURE GRANT GIVING. |
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 | CategoryTxt |
| Amt | $63,457 | Amt |
| Net Investment Income | $15,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,592 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $5,129,937 | EOYBookValueAmt |
| EOYFMV | $5,129,937 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS - EXCHANGE TRADED FUNDS | $6,326,490 | $6,326,490 |
| INVESTMENTS - MARKET SECURITIES | $92,172,366 | $92,172,366 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,483,931 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,483,931 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - STEPSTONE PRIVATE EQUITY LP | FMV | $5,093 | $5,093 |
| INVESTMENTS - HAMILTON LANE PRIVATE EQUITY FUND X LP | FMV | $2,651,768 | $2,651,768 |
| INVESTMENTS - HAMILTON LANE CO-INVESTMENT FUND IV LP | FMV | $7,125,535 | $7,125,535 |
| INVESTMENTS - HAMILTON LANE SECONDARY FUND V LP | FMV | $1,934,858 | $1,934,858 |
| INVESTMENTS - HAMILTON LANE STRATEGIC OPPORTUNITIES FUND V LP | FMV | $1,324,591 | $1,324,591 |
| INVESTMENTS - HAMILTON LANE INFRASTRUCTURE OPPORTUNITIES FUND LP | FMV | $1,056,623 | $1,056,623 |
| INVESTMENTS - OTHER ASSETS | FMV | $2,769,688 | $2,769,688 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,617 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,617 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI LOSS FROM PASSTHROUGHS | Desc |
| Amt | $89,934 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $185 | $0 | $185 |
| CONSULTING FEES | $19,857 | $0 | $19,857 |
| CONFERENCE EXPENSE | $100 | $0 | $100 |
| DUES AND SUBSCRIPTIONS | $6,000 | $0 | $6,000 |
| GIFTS | $554 | $0 | $0 |
| INSURANCE | $5,636 | $0 | $5,636 |
| LICENSE | $11 | $0 | $11 |
| OFFICE SUPPLIES | $3,209 | $0 | $3,209 |
| PAYROLL PROCESSING FEES | $2,194 | $0 | $2,194 |
| SYNDICATION COSTS FROM PASSTHROUGHS | $33,592 | $33,592 | $0 |
| OTHER DEDUCTIONS FROM PASSTHROUGHS | $90,694 | $90,694 | $0 |
| MEALS | $1,274 | $0 | $637 |
| MOVING EXPENSES | $12,500 | $0 | $12,500 |
| EQUIPMENT | $7,094 | $0 | $7,094 |
| FURNISHINGS | $6,649 | $0 | $6,649 |
| TRAINING | $300 | $0 | $300 |
| WEB DESIGN | $4,813 | $0 | $4,813 |
| SOFTWARE | $8,314 | $0 | $8,314 |
| NET RENTAL REAL ESTATE LOSS FROM PASSTHROUGHS | $228 | $228 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EQUITY PARTNERSHIP INVESTMENTS | $2,241 | ||
| RETURNED GRANTS | $4,834 | $4,834 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $18,177,155 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $238,152 | $222,116 | $16,036 |
| PROFESSIONAL FEES FROM PASSTHROUGHS | $243,637 | $243,637 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $77,851 | $0 | $0 |
| FOREIGN INCOME TAX WITHELD - SCHWAB | $8,638 | $8,638 | $0 |
| PAYROLL TAXES | $16,457 | $0 | $16,457 |
| FOREIGN INCOME TAX WITHELD FROM PASSTHROUGHS | $477 | $477 | $0 |
| STATE EXCISE TAXES | $14 | $0 | $0 |