2020-10-23T14:03:10-05:00 2019-12-31 911657150 TRANER SMITH & CO PLLC 201 FIFTH AVENUE S SUITE 202 EDMONDS WA 98020 990PF 2019-01-01 474742634 TOM AND MEG NAMES FAMILY FOUNDATION TOMA 2532972295 1019 REGENTS BLVD SUITE 201 FIRCREST WA 98466 ERIN SHAGREN TRUSTEE 2532972295 2020-10-22 1 KENNETH G SMITH CPA PFS P00366512 4256408650 2020-10-22 50.237.21.18 2020-10-22 16:45:05 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7DB0E006116C35794E5EEC869CBAB5E707D742C1 2019 2021-04-22 16:20:28Z X 36986611 X X 672262 667012 2733049 14420291 2733049 3405311 3400061 0 0 0 6779 2712 4067 95673 94926 0 23684 6993 0 126136 104631 4067 1525500 1525500 1651636 104631 1529567 1753675 3295430 9999 147381 147381 4660788 8850781 8850781 2008147 1103762 1103762 23215221 25311243 25311243 914691 1019257 1019257 582990 537187 537187 18081 17000 17000 31409917 36986611 36986611 0 0 X 31409917 36986611 31409917 36986611 31409917 36986611 31409917 1753675 3823019 36986611 0 36986611 SEE ATTACHED - SALE OF STATE & MUNICIPAL BONDS 1200000 1214144 -14144 -14144 SEE ATTACHED - SALE OF CORPORATE STOCK 7946778 5390311 2556467 2556467 SEE ATTACHED - SALE OF CORPORATE BONDS 105635 103291 2344 2344 SEE ATTACHED - SALE OF EXCHANGE TRADED FUNDS 5162411 4979496 182915 182915 CAPITAL GAINS DIVIDENDS P 5467 5467 5467 2733049 0 1013622 31675484 0.032000 499305 25953965 0.019238 335000 3793134 0.088317 0 0 0.000000 0 0 0.000000 0.139555 0.027911 33848520 944746 32954 977700 1529567 X 32954 0 32954 0 32954 17000 28000 0 45000 0 12046 12046 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 TOMANDMEGNAMESFOUNDATION.ORG ERIN SHAGREN 2535667000 1019 REGENTS BLVD 201 FIRCREST WA 98466 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MONICA L NAMES-KING 1019 REGENTS BLVD STE 201 FIRCREST WA 98466 SECRETARY/TREASURER 5.00 0 0 0 ERIN SHAGREN 1019 REGENTS BLVD STE 201 FIRCREST WA 98466 PRESIDENT 5.00 0 0 0 NONE 0 MORGAN STANLEY SMITH BARNEY LLC 1 NEW YORK PLAZA 12/F NEW YORK NY 10004 INVESTMENT ADVISORY 64078 GOLDMAN SACHS - UNITED CAPITAL FINANCIAL ADVIS 1420 5TH AVE STE 3020 SEATTLE WA 98101 INVESTMENT ADVISORY 31595 0 0 27177936 7186044 0 34363980 0 0 34363980 515460 33848520 1692426 1692426 32954 32954 1659472 0 1659472 0 1659472 1529567 0 1529567 32954 1496613 1659472 1184644 0 0 1529567 1184644 0 0 344923 0 0 0 0 0 0 0 0 1314549 0 0 0 X ERIN SHAGREN 1019 REGENTS BLVD SUITE 201 FIRCREST WA 98466 2535667000 SEE STATEMENT 11 - STANDARD GRANT APPLICATION INCLUDING NATURE OF ORGANIZATION, CHARITABLE FUNCTIONS, USE TO WHICH GRANT PROCEEDS WILL BE APPLIED, CURRENT FINANCIAL STATEMENTS OF THE ORGANIZATION, LIST OF OFFICERS AND DIRECTORS OR TRUSTEES, AND COPY OF IRS NOTICE OF EXEMPT STATUS. AUGUST 31ST SEE STATEMENT 11 - THE FOUNDATION GENERALLY RESTRICTS ITS GRANTS TO ASSISTING IN THE FUNDING OF SPORTS, FITNESS AND HEALTH RELATED ACTIVITIES OR CAPITAL PROJECTS. AMERICAN HEART ASSOCIATION 1142 BROADWAY SUITE 120 TACOMA WA 98402 NONE PC MATCHING FUNDS TO SUPPORT VARIOUS FUND RAISING EVENTS. 50000 BIG BROTHERS BIG SISTERS PUGET SOUND 3640 S CEDAR ST SUITE R TACOMA WA 98409 NONE PC TO HELP 75000 BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 3875 S 66TH ST 101 TACOMA WA 98409 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 10000 CHILDREN'S MUSEUM OF TACOMA 1501 PACIFIC AVENUE SUITE 202 TACOMA WA 98402 NONE PC TO FUND THE LEARN TO PLAY EXHIBIT 50000 CURTIS HIGH SCHOOL 8425 40TH STREET W UNIVERSITY PLACE WA 98466 NONE PC TO SUPPORT THE PROGRAMS OF THE SCHOOL 12500 GREATER METRO PARKS FOUNDATION 4702 SOUTH 19TH STREET TACOMA WA 98405 NONE PC CAPITAL EXPENDITURES TO FUND ADDITIOANL FACILITIES 62500 HILLTOP ARTISTS PO BOX 6829 TACOMA WA 98417 NONE PC TO HELP FUND PROGRAMS FOR TEACHING GLASS TO STUDENTS 15000 MANSON PARK & RECREATION DISTRICT 142 PEDOI ST MANSON WA 98831 NONE PC TO REBUILD SINGLETON PLAYGROUND 100000 MARY BRIDGE CHILDREN'S FOUNDATION PO BOX 5296 TACOMA WA 98415 NONE PC TO SUPPORT THE FESTIVAL OF TREES FUND A NEED 105000 MOPS INTERNATIONAL INC 2370 SOUTH TRENTON WAY DENVER CO 802313922 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 98000 MULTICARE HEALTH FOUNDATION PO BOX 5296 TACOMA WA 98415 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 10000 NATIONAL FOOTBALL FOUNDATION PO BOX 1304 ISSAQUAH WA 98027 NONE PC TO PROMOTE AND DEVELOP THE POWER OF AMATEUR FOOTBALL 2500 OREGON STATE UNIVERSITY FOUNDATION 850 SW 35TH ST CORVALLIS OR 973331068 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 115000 PIERCE COLLEGE FOUNDATION 1601 39TH AVE SE PUYALLUP WA 98374 NONE PC TO SUPPORT THE STUDENT SUCCESS CAMPAIGN 60000 TACOMA ATHLETIC COMMISSION PO BOX 11304 TACOMA WA 98411 NONE PC TO FUND CARIOUS SCHOLARSHIPS FOR ATHLETES OF THE YEAR 35000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 972045798 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 250000 UNIVERSITY OF PUGET SOUND 1500 N WARNER ST 1085 TACOMA WA 984161085 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 200000 UNIVERSITY OF WASHINGTON ATHELETICS PO BOX 354070 SEATTLE WA 98195 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20000 UNIVERSITY PLACE PRESBYTERIAN CHURCH 8101 27TH STREET WEST UNIVERSITY PLACE WA 98466 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 50000 WASHINGTON STATE UNIVERSITY ATHLETICS PO BOX 641602 PULLMAN WA 99164 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 20000 WESTERN WASHINGTON UNIVERSITY FOUNDATION OLD MAIN 430 MS 9034 516 HIGH ST BELLINGHAM WA 98225 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 15000 WESTMONT COLLEGE 955 LA PAZ ROAD SANTA BARBARA CA 93108 NONE PC TO HELP SUPPORT THE GOALS OF THE ORGANIZATION 100000 YMCA OF PIERCE AND KITSAP COUNTIES 1614 SOUTH MILDRED SUITE 1 TACOMA WA 98465 NONE PC TO HELP FUND PROGRAMS FOR AT RISK YOUTH 50000 YOUNG LIFE OF GREATER TACOMA 4020 S 56TH STREET SUITE 210A TACOMA WA 98409 NONE PC TO SUPPORT THE PROGRAMS OF YOUNG LIFE OF TACOMA 20000 1525500 0 14 5250 667012 2733049 0 5250 3400061 3405311 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 $5,250 HAS BEEN EXCLUDED FROM TAX BY SEC. 103. 4 ACCRUED INTEREST PAID ON PURCHASE AND BOND PREMIUM OF $67,302 HAS 4 BEEN EXCLUDED FROM TAX BY SEC. 103. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6779 2712 4067 INVESTMENTS - CORPORATE BONDS 1019257 1019257 INVESTMENTS - CORPORATE STOCK 25311243 25311243 0 0 1103762 1103762 INVESTMENTS - EXCHANGE TRADED FUNDS AT COST 537187 537187 ESTIMATED TAX PAYMENT 18081 17000 17000 UNREALIZED APPRECIATION ON INVESTMENTS 3823019 INVESTMENT MANAGEMENT 95673 94926 0 FOREIGN TAXES PAID 6993 6993 0 FEDERAL INCOME TAXES 16691 0 0