NAMES FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NAMES FAMILY FOUNDATION (EIN 94-3250195)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349106930
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2020-11-16T18:35:37-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | ERIN SHAGREN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2532972295 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH G SMITH CPA PFS | PreparerPersonNm |
| PTIN | P00366512 | PTIN |
| Phone | 4256408650 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.237.21.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 18:35:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F821D737667CDEDC59E3BED299BB9D4A479472DD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,577,256 | 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 | $2,039,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,941,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,415,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,503,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,415,547 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $100,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $100,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,555,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,357,166 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,962 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,990 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,972 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $131,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,234 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $129,125 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,661 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,481 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,699 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,704 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,056 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $35,309 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $35,309 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,660 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,964 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $80 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,612 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,612 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297,454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $972,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $572,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $315,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,205,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,205,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,177,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $572,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,521,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,377,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,785,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,249 | CashBOYAmt |
| Cash EOY | $108,232 | CashEOYAmt |
| Cash EOYFMV | $108,232 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,765,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,162,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,162,734 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $66,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $60,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $60,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $11,186,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,795,464 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,795,464 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $67,718,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,489,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,489,091 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,913,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,733,412 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,733,412 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,132,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,228,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,228,283 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,349 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $120 | LandBOYAmt |
| Land EOY | $40 | LandEOYAmt |
| Land EOYFMV | $40 | LandEOYFMVAmt |
| Total Assets BOY | $104,856,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,577,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,577,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,856,443 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $125,577,256 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,856,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,577,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,856,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,577,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,856,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,377,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,378,305 | OtherIncreasesAmt |
| Subtotal | $125,612,557 | SubtotalAmt |
| Other Decreases | $35,301 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,577,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEE ATTACHMENT - MUNICIPAL BONDS | $5,818,024 | $5,819,078 | -$1,054 | -$1,054 | |
| SEE ATTACHMENT - CORPORATE STOCK | $16,861,742 | $10,555,196 | $6,306,546 | $6,306,546 | |
| SEE ATTACHMENT - CORPORATE BONDS | $720,066 | $713,974 | $6,092 | $6,092 | |
| CAPITAL GAINS DIVIDENDS | $103,963 | $103,963 | $103,963 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,415,547 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,143,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,011,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,086,436 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $95,035,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,077,521 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,546,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045032 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,569,374 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,052,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018671 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $565,387 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,741,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038354 | DistributionYr5Rt |
| Total Distribution | 0.192235 | TotalDistributionRt |
| Average Distribution | 0.038447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,030,533 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,345,685 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77,851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,423,536 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,521,139 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $77,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $102,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,149 | OverpaymentAmt |
| Applied To ES Tax | $24,149 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NAMESFOUNDATION.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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PAULA LARKIN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | PRESIDENT/ TRUSTEE | 12.25 | $0 | $0 | $0 |
| KIM HEGARDT | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | VICE PRESIDENT / PRESIDENT | 15.83 | $0 | $0 | $0 |
| RICHARD NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TRUSTEE / VICE PRESIDENT | 2.33 | $0 | $0 | $0 |
| ERIN SHAGREN | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TREASURER AND EXECUTIVE DI | 25.42 | $11,962 | $31,436 | $0 |
| MONICA NAMES-KING | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | TRUSTEE / SECRETARY | 12.92 | $0 | $0 | $0 |
| DIANE NAMES | ||||||||
| 1019 REGENTS BLVD STE 201 | FIRCREST | WA | 98466 | SECRETARY / TRUSTEE EMERIT | 2.50 | $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 | $82,956 | $12,443 | $0 |
| CATHRINA M HARVEY-TURNER | ||||||||
| 21214 131ST STREET CT E | BONNEY LAKE | WA | 98391 | ACCOUNTANT | 21.67 | $48,403 | $24,887 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CAPITAL FINANCIAL ADVISERS - SEATTLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 FIFTH AVENUE SUITE 3020 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $209,688 | 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 | $97,206,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,545,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,751,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,751,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,721,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,030,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,651,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,651,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,851 | TotalTaxAmt |
| Distributable Before Adj | $5,573,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,673,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,673,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,521,139 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,521,139 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $77,851 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,443,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,673,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,475,658 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,521,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,475,658 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,045,481 | 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 | $4,628,195 | 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 | 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 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 (138 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 |
| ALATHEIA RIDING CENTER | |||||||
| 2170 SLEEPY HOLLOW HEIGHTS | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| 322 EITH AVE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1142 BROADWAY SUITE 120 | TACOMA | WA | 98402 | NONE | 509(A)(2) | MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. | $23,103 |
| AMERICAN LEADERSHIP FORUM TACOMA PIERCE CO | |||||||
| 1119 PACIFIC AVE 801 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| AMOR MINISTRIES | |||||||
| 3636 CAMINO DEL RIO NORTH SUITE 215 | SAN DIEGO | CA | 92108 | NONE | 509(A)(2) | TO PROVIDES HOMES, FOOD, CLOTHINGS TO THOSE WHO NEEDS IN PARTNERSHIP WITH LOCAL COMMUNITIES. | $15,000 |
| AMPUTEE BLADE RUNNERS | |||||||
| 356 24TH AVE N SUITE 300 | NASHVILLE | TN | 37203 | NONE | 509(A)(2) | TO HELP FUND FOUR AMPUTEE LEGS | $42,800 |
| AUBURN GYMNASTICS BOOSTERS | |||||||
| PO BOX 1296 | AUBURN | WA | 98071 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| AUSTEN EVERETT FDN | |||||||
| 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 THE | |||||||
| PO BOX 193 | BERLIN | NJ | 08009 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| BELLARMINE PREPATORY SCHOOL | |||||||
| 2300 S WASHINGTON ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $410,500 |
| 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 | $100,000 |
| 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 | $62,500 |
| 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 | $81,240 |
| BRAVE WARRIOR PROJECT | |||||||
| PO BOX 3221 | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $4,345 |
| BRIDGE RESTORATION MINISTRY | |||||||
| PO BOX 113 | PACIFIC GROVE | CA | 93950 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| CALIFORNIA LUTHERAN UNIVERSITY | |||||||
| 60 WEST OLSEN RD 1625 | THOUSAND OAKS | CA | 91360 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| CAMP KOREY | |||||||
| 24880 BROTHERHOOD ROAD | MOUNT VERNON | WA | 98274 | NONE | 509(A)(2) | TO BE USED ON PROGRAM HELPING CHILDRESN WITH LIFE-ALTERNING MEDICAL CONDISIONS | $20,000 |
| CAMP SPALDING | |||||||
| 8513 HWY 211 | NEWPORT | WA | 99156 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $50,000 |
| CANCER PATHWAYS (GILDA) | |||||||
| 3809 1400 BROADWAY | SEATTLE | WA | 98122 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| CASCADE CHRISTIAN SCHOOLS | |||||||
| 815 21ST STREET SE | PUYALLUP | WA | 98372 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $101,095 |
| CASHMERE SCHOOLS FOUNDATION | |||||||
| PO BOX 177 | MONITOR | WA | 98836 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $1,500 |
| CATHOLIC SECONDARY EDUCATION - DIOCESE OF SAN DIEGO INC | |||||||
| 5555 DEL MAR HEIGHTS RD | SAN DIEGO | CA | 92130 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| CENTER FOR DIALOG RESOLUTION | |||||||
| 717 TACOMA AVE S | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CENTERFORCE | |||||||
| 5204 SOLBERG DR SW | LAKEWOOD | WA | 98499 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| CHEETAH ATHLETIC ASSOCIATION | |||||||
| 8302 43RD PL W | UNIVERSITY PLACE | WA | 98466 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| CHELAN - DOUGLAS CO CASA-GAL PROGRAM | |||||||
| PO BOX 2027 | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $20,000 |
| CHELAN-DOUGLAS CO COMMUNITY ACTION COUNCIL | |||||||
| 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 | $250,000 |
| CHILDREN'S MIRACLE NETWORK HOSPITAL | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| CHILDREN'S MUSEUM OF TACOMA | |||||||
| 1501 PACIFIC AVENUE SUITE 202 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO FUND THE LEARN TO PLAY EXHIBIT | $2,500 |
| CITIZENS FOR A HEALTHY BAY | |||||||
| 535 DOCK ST 213 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,075 |
| COFFEE OASIS THE | |||||||
| 837 4TH ST | BREMERTON | WA | 98337 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| COLLEGE SUCCESS FOUNDATION | |||||||
| 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 | $2,200 |
| COMMUNITIES IN SCHOOLS OF TACOMA | |||||||
| 2141 SOUTH J STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $3,000 |
| 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 |
| COURTS FOR KIDS | |||||||
| PO BOX 873786 | VANCOUVER | WA | 98687 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $600 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 9 LAKE BELLEVUE DR 203 | BELLEVUE | WA | 98005 | NONE | 509(A)(2) | TO BE USED TOWARDS CAMP OASIS AT CAMP COLMAN IN LONGBRANCH WA | $9,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $3,000 |
| EATONVILLE KITTEN MISSION | |||||||
| 127 MARSHALL AVE N PMB 132 | EATONVILLE | WA | 98328 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| EMERGENCY FOOD NETWORK | |||||||
| 3319 92ND ST S | LAKEWOOD | WA | 98499 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $642 |
| EVERGREEN HEALTH FOUNDATION | |||||||
| 12040 NE 128TH STREET MS 5 | KIRKLAND | WA | 98034 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| FALLBROOK SPORTS ASSOCIATION | |||||||
| PO BOX 503 | FALLBROOK | CA | 92088 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $11,500 |
| FAMILIES UNLIMITED NETWORK | |||||||
| PO BOX 65672 | UNIVERSITY PLACE | WA | 98464 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $5,000 |
| FIRST TEE OF SO PUGET SOUND | |||||||
| 7108 LAKEWOOD DRIVE WEST | TACOMA | WA | 98467 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $61,330 |
| FOOD BACKPACKS 4 KIDS | |||||||
| PO BOX 173 | GIG HARBOR | WA | 98335 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| FOUNDATION FOR TACOMA STUDENTS | |||||||
| 919 S 9TH STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| FRED HITCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $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 | $50,000 |
| FRIENDS OF KEXP | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $489 |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| GOODTIMES PROJECTS | |||||||
| 7400 SAND POINT WAY NE 101S | SEATTLE | WA | 98115 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| GRACE CITY CHURCH | |||||||
| 11 SPOKANE ST 300 | WENATCHEE | WA | 98801 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| GREATER METRO PARKS FOUNDATION | |||||||
| 4702 S 19TH ST | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $605,500 |
| GREATER TACOMA COMMUNITY FOUNDATION | |||||||
| 950 PACIFIC AVENUE SUITE 1100 | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $257,500 |
| 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 | $3,500 |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD SUITE 101 | LOS ANGELES | CA | 90010 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| HILLTOP ARTISTS | |||||||
| 602 N SPRAGUE AVE | TACOMA | WA | 98403 | NONE | 509(A)(2) | TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS | $18,000 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| HUMANE SOCIETY FOF VENTURA COUNTY | |||||||
| 402 BRYANT STREET | OJAI | CA | 93023 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| 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 | $5,000 |
| 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 FOUNDATION | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| LEWY BODY DEMENTIA ASSOCATION INC | |||||||
| 912 KILLIAN HILL ROAD SW | LILBUM | GA | 30047 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $27,000 |
| LIFE CHRISTIAN ACADEMY | |||||||
| 1717 S UNION AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $70,000 |
| LIFE WITHOUT LIMBS | |||||||
| PO BOX 2430 | AGOURA HILLS | CA | 91376 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| LINDQUIST DENTAL CLINIC FOR CHILDREN | |||||||
| 130 131ST STREET | TACOMA | WA | 98444 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION | $10,000 |
| LOS PADRES FOREST WATCH INC | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| MAKE-A-WISH - SAN DIEGO | |||||||
| 2440 HOTEL CIRCLE N SUITE 200 | SAN DIEGO | WA | 92108 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $40,500 |
| MAKE-A-WISH - LOS ANGELES | |||||||
| 11390 W OLYMPIC BLVD SUITE 300 | LOS ANGELES | CA | 90064 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $10,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| 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 | $2,500 |
| MISSION RIDGE SKI EDUCATION FOUNDATION | |||||||
| 25 N WENATCHEE AVE SUITE 112 | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,305 |
| MISSPITS RESCUE MATCHING | |||||||
| PO BOX 604 | VAUGHN | WA | 98394 | NONE | 509(A)(2) | TO BE USED WHERE THE NEED IS GREATEST | $12,000 |
| MOPS INTERNATIONAL | |||||||
| 2370 S TRENTON WAY | DENVER | CO | 80231 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $38,745 |
| 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 | $10,000 |
| 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 HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $115,181 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5/F | NORWALK | CT | 06851 | NONE | 509(A)(2) | TO FUND RESEARCH FOR MULTIPLE MYELOMA | $50,000 |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91361 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $5,000 |
| NATALIE GIORGI SUNSHINE FOUNDATION | |||||||
| 23 RAILROAD AVE 1244 | DANVILLE | CA | 94526 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| 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 |
| NORTH CENTRAL HIGH SCHOOL - NC HOOPS | |||||||
| 1600 N HOWARD STREET | SPOKANE | WA | 99205 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| 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 | $10,000 |
| NUMERICA PERFORMING ARTS CENTER | |||||||
| 123 N WENATCHEE AVE | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,000 |
| NW FURNITURE BANK | |||||||
| 117 PUYALLUP AVE | TACOMA | WA | 98421 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $28,210 |
| NW THUNDER HOOPS | |||||||
| 1119 180TH STREET E | SPANAWAY | WA | 98387 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| 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 | $60,000 |
| PACIFIC LUTHERAN UNIVERSITY | |||||||
| OFFICE OF DEVELOPMENT | TACOMA | WA | 98447 | NONE | 509(A)(1) | TO HELP FUND SPORTS PROGRAMS AND EQUIPMENT | $8,500 |
| PAINTED TURTLE | |||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $536 |
| PILGRIM LUTHERAN | |||||||
| 10420 SE 11TH ST | BELLEVUE | WA | 98004 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| PRESBYTERIAN CHURCH USA - TRINITY UNITED PRESBYTERIAN CHUCH | |||||||
| 1615 6TH AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| PRESIDENT-BOARD OF TRUSTEES SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 950531400 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $4,000 |
| PUGET SOUND UNIVERSITY OF | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $110,000 |
| PUYALLUP SCHOOL DIST #3- EMERALD RIDGE HS | |||||||
| 105 7TH ST SW | PUYALLUP | WA | 98371 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $26,400 |
| REALITY SPORTS | |||||||
| 239 W STEWART AVE | PUYALLUP | WA | 98371 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $635 |
| 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 | $10,000 |
| SEATTLE CANCER CARE ALLIANCE | |||||||
| PO BOX 24385 | SEATTLE | WA | 981240385 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| SEATTLE CHILDREN'S HOSPITAL AND RESEARCH FOUNDATION | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $202,000 |
| SIP & SAVOR | |||||||
| 6024 53RD ST CT W | UNIVERSITY PLACE | WA | 98467 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| SOLDIER'S WISH | |||||||
| PO BOX 3231 | TULSA | OK | 74101 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS GOALS OF THE ORGANIZATION | $10,000 |
| SOUTH COLBY PARENT TEACHER STUDENT ORGANIZATION | |||||||
| 3281 BANNER RD SE | PORT ORCHARD | WA | 98366 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| SOUTH SOUND CARE FOUNDATION | |||||||
| PO BOX 1314 | TACOMA | WA | 98401 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $20,000 |
| 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 |
| SPECIAL OLYMPICS - WASHINGTON | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 200363604 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $12,500 |
| SPORTS LEADERSHIP MINISTRIES | |||||||
| 10003 N DIVISION STREET STE 100 | SPOKANE | WA | 99218 | NONE | 509(A)(2) | TO SUPPORT THE AUBURN ACADEMY BASKETBALL CAMPS. | $5,000 |
| ST VINCENT DE PAUL OF TACOMA - PIERCE COUNTY | |||||||
| 4009 S 56TH ST | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $500 |
| STEP BY STEP | |||||||
| 13407 80TH ST E | PUYALLUP | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $35,640 |
| SUNNY SKY'S ANIMAL RESCUE | |||||||
| 1102 E MAIN ST | PUYALLUP | WA | 98372 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,500 |
| 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 | $10,000 |
| TACOMA ATHLETIC COMMISSION - ANNUAL RENEWAL | |||||||
| PO BOX 11304 | TACOMA | WA | 98411 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $55,000 |
| TACOMA COMMUNITY BOAT BUILDERS | |||||||
| 1120 EAST D STREET | TACOMA | WA | 98421 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $25,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 SOUTH L STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,200 |
| TACOMA PUBLIC SCHOOL DIST #10 - FOSS HIGH SCHOOL | |||||||
| 2112 S TYLE ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $9,800 |
| TACOMA ROTARY 8 FOUNDATION | |||||||
| PO BOX 1777 | TACOMA | WA | 98401 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $729 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVENUE | LOS ANGELES | CA | 90039 | NONE | 509(A)(2) | TO HELP SUPPORT THE GOALS OF THE ORGANIZATION | $50,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD SUITE 410 | SANTA MONICA | CA | 90403 | NONE | 509(A)(2) | TO HELP SUPPORT THE PROGRAMS OF THE ORGANIZATION | $40,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 901 5TH AVENUE SUITE 1520 | SEATTLE | WA | 98164 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 426 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $60,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - LUNG CANCER | |||||||
| 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 | $10,000 |
| USTA-PACIFIC NORTHWEST SECTION | |||||||
| 9746 SW NIMBUS AVE | BEAVERTON | OR | 97008 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $25,000 |
| WASHINGTON STATE FAIR FOUNDATION | |||||||
| 110 9TH AVE SW | PUYALLUP | WA | 98371 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,100 |
| WASHINGTON STATE SKI AND SNOWBOARD MUSEUM | |||||||
| PO BOX 1301 | MERCER ISLAND | WA | 98040 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $2,500 |
| WELL NORTHWEST | |||||||
| 9502 180TH AVE E | BONNEY LAKE | WA | 98390 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| WENATCHEE VALLEY COLLEGE FOUNDATION | |||||||
| 130 FIFTH STREET | WENATCHEE | WA | 98801 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $47,000 |
| WESTERN WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 516 HIGH STREET MS 9034 | BELLINGHAM | WA | 98225 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $1,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | 509(A)(1) | TO HELP SUPPORT THE ONE CHALLENGE FOR SCHOLARSHIPS PROGRAM | $25,000 |
| WILSON HIGH SCHOOL BASKETBALL BOOSTERS | |||||||
| 1202 NORTH ORCHARD STREET | TACOMA | WA | 98406 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $5,000 |
| WISHING WELL FOUNDATION | |||||||
| 16524 89TH AVENUE E | PUYALLUP | WA | 98375 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $10,000 |
| 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 |
| YAKIMA YOUTH GOLF ORGANIZATION | |||||||
| PO BOX 787 | YAKIMA | WA | 98907 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $11,500 |
| 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 | $1,014,104 |
| YOUNG LIFE - NW SEATTLE | |||||||
| PO BOX 15662 | SEATTLE | WA | 98115 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $3,500 |
| YOUTH FOR CHRIST USA INC | |||||||
| PO BOX 834 | TACOMA | WA | 98401 | NONE | 509(A)(1) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $13,000 |
| YWCA PIERCE COUNTY | |||||||
| 405 BROADWAY | TACOMA | WA | 98402 | NONE | 509(A)(2) | TO HELP SUPPORT VARIOUS PROGRAMS OF THE ORGANIZATION | $65,500 |
| ZEE SPEED | |||||||
| 2201 SOUTH TACOMA WAY 206 | TACOMA | WA | 98409 | NONE | 509(A)(2) | TO SUPPORT EDUCATION FOR AT RISK YOUTH IN PIERCE COUNTY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,205,504 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREATER METRO PARKS FOUNDATION | |||||||
| 4702 SOUTH 19TH STREET | TACOMA | WA | 98405 | NONE | 509(A)(2) | TO SUPPORT IMAGINE EASTSIDE COMMUNITY CENTER | $600,000 |
| CASCADE CHRISTIAN SCHOOLS | |||||||
| 815 21ST STREET SE | PUYALLUP | WA | 98372 | NONE | 509(A)(1) | TO HELP SUPPORT MAKING ROOM FOR GROWTH - PHASE 1 GYMNASIUM CAASCADE CHRISTIAN JR. HIGH SCHOOL | $200,000 |
| BELLARMINE PREPATORY SCHOOL | |||||||
| 2300 S WASHINGTON ST | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO SUPPORT MEMORIAL FIELD SPORTS COMPLEX & NAMES GYM UPGRADES | $800,000 |
| LIFE CHRISTIAN ACADEMY | |||||||
| 1717 S UNION AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO SUPPORT COVERED PLAYGROUND, ARTIFICIAL TURF PLAY FIELD & RECREATION SHELTER | $140,000 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 1614 SOUTH MILDRED SUITE 1 | TACOMA | WA | 98465 | NONE | 509(A)(2) | TO SUPPORT MORGAN FAMILY REBUILD | $4,016,415 |
| CAMP SPALDING | |||||||
| 8513 HWY 211 | NEWPORT | WA | 99156 | NONE | 509(A)(2) | TO SUPPORT BASKETBALL COURT COVER & ARCHERTY | $50,000 |
| TRINITY PRESBYTERIAN CHURCH - BRYANT NEIGHBORHOOD CENTER | |||||||
| 1615 6TH AVE | TACOMA | WA | 98405 | NONE | 509(A)(1) | TO SUPPORT | $25,000 |
| MULTICARE HEALTH FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | NONE | 509(A)(2) | TO SUPPORT MARY BRIDGE CHILDREN'S GIG HARBOR OUTPATIENT CENTER | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,031,415 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,941,619 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,415,547 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Related Or Exempt Function Incm | $100,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,457,166 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,555,440 | 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 $98,274 HAS BEEN EXCLUDED FROM TAX BY SEC. 103 |
| 4 | ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $482,366 HAS BEEN EXCLUDED FROM TAX BY SEC. 103 |
| 11 | ONE UNUSED GRANT FROM TAX YEAR 2016 IN THE AMOUNT OF $100,000 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 | $21,760 | Amt |
| Net Investment Income | $8,704 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,056 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | APPLE COMPUTER | PropertyDesc |
| Acquired | 2015-01-09 | AcquiredDt |
| Cost Or Other Basis | $1,389 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $574 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $80 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $8,733,412 | EOYBookValueAmt |
| EOYFMV | $8,733,412 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - MARKET SECURITIES | StockNm |
| EOY Book Value | $80,489,091 | EOYBookValueAmt |
| EOYFMV | $80,489,091 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,054,198 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,054,198 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,741,266 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,741,266 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - EXCHANGE TRADED FUNDS | FMV | $5,439,470 | $5,439,470 |
| INVESTMENTS - STEPSTONE PRIVATE EQUITY LP | FMV | $6,497 | $6,497 |
| INVESTMENTS - HAMILTON LANE PRIVATE EQUITY FUND X LP | FMV | $1,602,219 | $1,602,219 |
| INVESTMENTS - HAMILTON LANE CO-INVESTMENT FUND IV LP | FMV | $4,608,688 | $4,608,688 |
| INVESTMENTS - HAMILTON LANE SECONDARY FUND V LP | FMV | $178,555 | $178,555 |
| INVESTMENTS - HAMILTON LANE STRATEGIC OPPORTUNITIES FUND V LP | FMV | $392,854 | $392,854 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | APPLE COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $1,389 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,349 | AccumulatedDepreciationAmt |
| Book Value | $40 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI LOSS FROM PASSTHROUGHS | Desc |
| Amt | $35,301 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENSE | $105 | $0 | $105 |
| BANK FEES | $170 | $0 | $170 |
| CONSULTING FEES | $21,088 | $0 | $21,088 |
| CONFERENCE EXPENSE | $790 | $0 | $790 |
| DUES AND SUBSCRIPTIONS | $39,216 | $0 | $39,216 |
| GIFTS | $542 | $0 | $0 |
| INSURANCE | $1,625 | $0 | $1,625 |
| LICENSE | $21 | $0 | $21 |
| OFFICE SUPPLIES | $12,010 | $0 | $12,010 |
| PAYROLL PROCESSING FEES | $2,182 | $0 | $2,182 |
| SYNDICATION COSTS FROM PASSTHROUGHS | $21,214 | $21,214 | $0 |
| OTHER DEDUCTIONS FROM PASSTHROUGHS | $267,541 | $267,541 | $0 |
| ORDINARY LOSS FROM PASSTHROUGHS | $8,699 | $8,699 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Revenue And Expenses Per Books | $100,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $100,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $18,378,305 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $209,688 | $194,222 | $0 |
| PROFESSIONAL FEES FROM PASSTHROUGHS | $13,033 | $13,033 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $57,836 | $0 | $0 |
| FOREIGN INCOME TAX WITHELD - SCHWAB | $6,907 | $6,907 | $0 |
| PAYROLL TAXES | $10,964 | $0 | $10,964 |
| FOREIGN INCOME TAX WITHELD FROM PASSTHROUGHS | $753 | $753 | $0 |