TOM AND MEG NAMES FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND MEG NAMES FAMILY FOUNDATION (EIN 47-4742634)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-15
- IRS object ID
- 202142589349100964
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T18:32:57-05:00 | 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 | 474742634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND MEG NAMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | 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 | ERIN SHAGREN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2532972295 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | SHAGREN | 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 | 2021-09-15 | 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 | $41,523,644 | 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 | $550,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $545,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,303,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,230,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,303,948 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,854,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,849,934 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,220 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,805 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,415 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,897 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,846 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $967 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,711 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,879 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,185,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,185,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,415,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,241,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$561,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,708,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,381 | CashBOYAmt |
| Cash EOY | $62,234 | CashEOYAmt |
| Cash EOYFMV | $62,234 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,850,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,552,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,552,379 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,103,762 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $613,253 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $613,253 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,848,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,852,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,852,030 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,019,257 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $416,702 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $416,702 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $17,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,046 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,986,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,523,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,523,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,986,611 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,523,644 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,986,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,523,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,986,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,523,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,986,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$561,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,098,540 | OtherIncreasesAmt |
| Subtotal | $41,523,644 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,523,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEE ATTACHED - SALE OF STATE & MUNICIPAL BONDS | $680,000 | $680,832 | -$832 | -$832 | |
| SEE ATTACHED - SALE OF CORPORATE STOCK | $3,354,409 | $2,082,708 | $1,271,701 | $1,271,701 | |
| SEE ATTACHED - SALE OF CORPORATE BONDS | $599,980 | $600,621 | -$641 | -$641 | |
| SEE ATTACHED - SALE OF EXCHANGE TRADED FUNDS | $4,557,958 | $4,562,847 | -$4,889 | -$4,889 | |
| CAPITAL GAINS DIVIDENDS | $38,609 | $38,609 | $38,609 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,303,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,046 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,046 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,302 | OverpaymentAmt |
| Applied To ES Tax | $3,302 | 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 |
| 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 | TOMANDMEGNAMESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN SHAGREN | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MONICA L NAMES-KING | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | SECRETARY/TREASURER | 20.00 | $3,600 | $16,608 | $0 |
| ERIN SHAGREN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | PRESIDENT | 27.50 | $3,600 | $18,612 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY SMITH BARNEY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NEW YORK PLAZA 12/F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $86,295 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,898,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,940,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,839,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,839,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $537,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,302,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,765,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,765,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,744 | TotalTaxAmt |
| Distributable Before Adj | $1,741,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,741,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,741,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,241,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,241,218 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,241,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,741,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,314,549 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,241,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,314,549 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $926,669 | 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 | $814,688 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIN SHAGREN | 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 11 - STANDARD GRANT APPLICATION INCLUDING NATURE OF ORGANIZATION, CHARITABLE FUNCTIONS, USE TO WHICH GRANT PROCEEDS WILL BE APPLIED, CURRENT FINANCIAL STATEMENTS OF THE ORGANIZATION, LIST OF OFFICERS AND DIRECTORS OR TRUSTEES, AND COPY OF IRS NOTICE OF EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 11 - 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 1142 BROADWAY SUITE 120 | TACOMA | WA | 98402 | NONE | 509(A)(2) | MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. | $175,000 |
| BIG BROTHERS BIG SISTERS PUGET SOUND | |||||||
| 3640 S CEDAR ST SUITE R | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $50,000 |
| CHILDREN'S MUSEUM OF TACOMA | |||||||
| 1501 PACIFIC AVENUE SUITE 202 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO FUND THE LEARN TO PLAY EXHIBIT | $50,000 |
| FIRST TEE OF SOUTH PUGET SOUND | |||||||
| 7108 LAKEWOOD DR W | TACOMA | WA | 98467 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $25,000 |
| GREATER METRO PARKS FOUNDATION | |||||||
| 4702 SOUTH 19TH STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | CAPITAL EXPENDITURES TO FUND ADDITIONAL FACILITIES | $62,500 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVE 1100 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $350,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | 509(A)(2) | TO SUPPORT THE FESTIVAL OF TREES FUND A NEED | $65,000 |
| MOPS INTERNATIONAL INC | |||||||
| 2370 SOUTH TRENTON WAY | DENVER | CO | 802313922 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $100,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| PO BOX 1304 | ISSAQUAH | WA | 98027 | NONE | 509(A)(2) | TO PROMOTE AND DEVELOP THE POWER OF AMATEUR FOOTBALL | $2,500 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 850 SW 35TH ST | CORVALLIS | OR | 973331068 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $25,000 |
| PIERCE COLLEGE FOUNDATION | |||||||
| 1601 39TH AVE SE | PUYALLUP | WA | 98374 | NONE | 509(A)(2) | TO SUPPORT THE STUDENT SUCCESS CAMPAIGN | $60,000 |
| TACOMA ATHLETIC COMMISSION | |||||||
| PO BOX 11304 | TACOMA | WA | 98411 | NONE | 509(A)(2) | TO FUND CARIOUS SCHOLARSHIPS FOR ATHLETES OF THE YEAR | $35,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 972045798 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $265,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1085 | TACOMA | WA | 984161085 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $215,000 |
| UNIVERSITY OF WASHINGTON ATHLETICS | |||||||
| PO BOX 354070 | SEATTLE | WA | 98195 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $400,000 |
| UNIVERSITY PLACE PRESBYTERIAN CHURCH | |||||||
| 8101 27TH STREET WEST | UNIVERSITY PLACE | WA | 98466 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $100,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $115,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 1614 SOUTH MILDRED SUITE 1 | TACOMA | WA | 98465 | NONE | 509(A)(2) | TO HELP FUND PROGRAMS FOR AT RISK YOUTH | $50,000 |
| YOUNG LIFE OF GREATER TACOMA | |||||||
| 4020 S 56TH STREET SUITE 210A | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO SUPPORT THE PROGRAMS OF YOUNG LIFE OF TACOMA | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,185,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 1142 BROADWAY SUITE 120 | TACOMA | WA | 98402 | NONE | 509(A)(2) | MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. | $50,000 |
| BIG BROTHERS BIG SISTERS PUGET SOUND | |||||||
| 3640 S CEDAR ST SUITE R | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $25,000 |
| CHILDREN'S MUSEUM OF TACOMA | |||||||
| 1501 PACIFIC AVENUE SUITE 202 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO FUND THE LEARN TO PLAY EXHIBIT | $50,000 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVE 1100 | TACOMA | WA | 98402 | NONE | 509(A)(2) | FIRCREST COMMUNITY CENTER REPLACEMENT CAMPAIGN | $250,000 |
| MARY BRIDGE CHILDREN'S FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | 509(A)(2) | TO SUPPORT THE FESTIVAL OF TREES FUND A NEED | $25,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| PO BOX 1304 | ISSAQUAH | WA | 98027 | NONE | 509(A)(2) | TO PROMOTE AND DEVELOP THE POWER OF AMATEUR FOOTBALL | $2,500 |
| PIERCE COLLEGE FOUNDATION | |||||||
| 1601 39TH AVE SE | TACOMA | WA | 98374 | NONE | 509(A)(2) | TO SUPPORT THE STUDENT SUCCESS CAMPAIGN | $60,000 |
| TACOMA ATHLETIC COMMISSION | |||||||
| PO BOX 11304 | TACOMA | WA | 98411 | NONE | 509(A)(2) | TO FUND CARIOUS SCHOLARSHIPS FOR ATHLETES OF THE YEAR | $35,000 |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 972045798 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $250,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST 1085 | TACOMA | WA | 984161085 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $200,000 |
| UNIVERSITY OF WASHINGTON ATHLETICS | |||||||
| PO BOX 354070 | SEATTLE | WA | 98195 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $400,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | 509(A)(1) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $100,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 1614 SOUTH MILDRED SUITE 1 | TACOMA | WA | 98465 | NONE | 509(A)(2) | TO HELP FUND PROGRAMS FOR AT RISK YOUTH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,497,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $545,986 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,303,948 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,849,934 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,854,418 | 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 | PROVIDE THE SOURCE FOR FUNDING OF FUTURE CHARITABLE GRANTS. |
| 4 | TAX EXEMPT INTEREST OF $4,844 HAS BEEN EXCLUDED FROM TAX BY SEC. 103. |
| 4 | ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $34,412 HAS |
| 4 | BEEN EXCLUDED FROM TAX BY SEC. 103. |
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 | $19,743 | Amt |
| Net Investment Income | $7,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,846 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $416,702 | EOYBookValueAmt |
| EOYFMV | $416,702 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS - CORPORATE STOCK | $31,084,031 | $31,084,031 |
| INVESTMENTS - EXCHANGE TRADED FUNDS | $767,999 | $767,999 |
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 | $613,253 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $613,253 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX PAYMENT | Desc |
| BOY Book Value | $17,000 | BOYBookValueAmt |
| EOY Book Value | $27,046 | EOYBookValueAmt |
| EOYFMV | $27,046 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE | $9,144 | $0 | $9,144 |
| PAYROLL PROCESS FEES | $720 | $0 | $720 |
| BANK CHARGES | $15 | $0 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $5,098,540 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $118,714 | Amt |
| Net Investment Income | $117,747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $967 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $4,933 | $4,933 | $0 |
| FEDERAL INCOME TAXES | $32,954 | $0 | $0 |
| PAYROLL TAXES | $2,282 | $571 | $1,711 |