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Nonprofit · EIN 94-3250195

NAMES FAMILY FOUNDATION

Tax-exempt · FIRCREST, WA 98466

Financials

$2.6M$7M2023$82.8M$9.7M2024
Revenue Expenses · by fiscal year end
Financials of NAMES FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$82,758,535$9,746,992$73,011,543$178,389,936$3,113$178,386,823
December 31, 2023990-PF$2,608,656$6,967,354-$4,358,698$159,866,686$798$159,865,888
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$7,955,629
Dividends
$2,705,911
Net gain from sales of assets
$72,096,995

Expenses

Grants and similar amounts paid
$7,020,410
Compensation of officers, directors and key employees
$227,535
Salaries, compensation and benefits (total)
$209,115
Disbursements for charitable purposes
$7,741,700
Excise tax on investment income
$1,047,950

Balance sheet and other

Total assets, start of year
$159,866,686
Total assets, end of year
$178,389,936
Total liabilities, end of year
$3,113
Net assets, end of year
$178,386,823
Fair market value of assets
$178,389,954
Qualifying distributions
$7,741,700
Net investment income
$77,055,073

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PATRICIA SHULTS
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
EXECUTIVE DIRECTOR40$227,535$43,414
LINSEY SAUER
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
GRANTS MANAGER
Highest-paid employee
40$103,694$2,572
CATHRINA HARVEY-TURNER
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
BOOKKEEPER
Highest-paid employee
20$72,075$39,407
KIM HEGARDT
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
BOARD PRESIDENT5$0$0
RICK NAMES
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
VICE PRESIDENT2$0$0
ERIN SHAGREN
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TREASURER3$0$0
MONICA NAMES-KING
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
SECRETARY2$0$0
KAPPY NAMES
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TRUSTEE2$0$0
TRINA GOHRICK
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TRUSTEE2$0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
PATRICIA SHULTS
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
EXECUTIVE DIRECTOR40$170,000$41,000
LINSEY SAUER
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
GRANTS MANAGER
Highest-paid employee
40$92,229$2,766
CATHRINA HARVEY-TURNER
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
BOOKKEEPER
Highest-paid employee
20$59,000$37,700
KIM HEGARDT
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
BOARD PRESIDENT5$0$0
RICK NAMES
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
VICE PRESIDENT2$0$0
ERIN SHAGREN
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TREASURER3$0$0
MONICA NAMES-KING
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
SECRETARY2$0$0
KAPPY NAMES
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TRUSTEE2$0$0
TRINA GOHRICK
1019 REGENTS BLVD STE 201, FIRECREST, WA 98466
TRUSTEE2$0$0

Address and contacts

Address (IRS master file)
1019 REGENTS BLVD STE 201, FIRCREST, WA 98466-6037
Signed the 990-PF
PATRICIA SHULTS, EXECUTIVE DIRECTOR
Phone
(253) 297-2295
Return prepared by
CLARK NUBER PS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-3250195
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$178,389,936
Income (IRS master file)
$142,449,218

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$82,758,535$9,746,992$178,389,936XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,608,656$6,967,354$159,866,686XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3250195).

Questions about NAMES FAMILY FOUNDATION

What is the EIN of NAMES FAMILY FOUNDATION?
The employer identification number (EIN) of NAMES FAMILY FOUNDATION is 94-3250195.
Is NAMES FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to NAMES FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NAMES FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NAMES FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NAMES FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of NAMES FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 9 people; 3 received compensation from the organization, the highest $227,535 (PATRICIA SHULTS, EXECUTIVE DIRECTOR).
How much revenue does NAMES FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $82,758,535, expenses of $9,746,992 and total assets of $178,389,936 at year end.

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