Tom and Meg Names Family Fdn
The Tom and Meg Names Family Foundation is a private foundation based in Pennington, New Jersey. It describes itself as a humanitarian organization working with health, wellness, and athletic nonprofits to support young people in the Puget Sound region.
Key facts about Tom and Meg Names Family Fdn
In short: Tom and Meg Names Family Fdn gave $5.1M across 22 grants in 2025 (avg $233K), mostly in Washington. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 47-4742634
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $5,135,795
- Grants made (2025)
- 22
- Average grant
- $233,445
- Median grant
- $100,000
- New grantees (estimate)
- 23% first-time grantees (5 of 22, 2025; small sample)
- Total assets
- $26,579,589
- Primary geography
- Washington (73% of itemized 2025 grant dollars)
- How to apply
- Submit a Letter of Inquiry through the grant interface; invited applicants are notified by email to submit a full proposal for board review. Full details ↓
- Deadline
- August 31, as listed on the 2025 filing.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$26.6M
-7.0% YoY
Annual Giving
$5.1M
-24.8% YoY
Grant Count
22
+0.0% YoY
Avg Grant Size
$233K
-24.8% YoY
Under IRS private-foundation payout rules, Tom and Meg Names Family Fdn reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Is Tom and Meg Names Family Fdn open to new grantees?
23%
first-time grantees, 2025
In 2025, 5 of 22 grantees (23%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $188K; repeat grants $247K. How we count
Medians: $125K first-time, $100K repeat.
- 64% of 2025 grantees were also funded in 2024. Method
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 417% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated goal is to add value and enhance the quality of communities, large and small. Its website describes support for sports programs that foster physical development, character, and fair play; health initiatives related to nutrition, fitness, and affordable healthcare; and local and regional organizations working in areas including hospitals, cancer research, child development, and youth sports.
Examples of grantees illustrate the range of organizations supported. Mary Bridge Children’s Foundation describes its mission as “partnering for healing and a healthy future through philanthropy.” Big Brothers Big Sisters of Puget Sound says it creates and supports one-to-one mentoring relationships to help young people achieve their potential. Seven Acres Foundation describes its aim as connecting people, resources, and activities to enhance quality of life in the Lake Chelan Valley. The foundation’s website also describes support for University of Puget Sound’s endowment and a student-athlete well-being fund, the Lake Chelan Community Center, and the new Mary Bridge Children’s Hospital.
Grantmaking
In filing year 2025, the foundation reported 22 grants totaling $5,135,795. Grant amounts ranged from $2,500 to $1,428,571, with a median of $100,000. The largest reported grants included $1,428,571 to University of Puget Sound, $600,000 to Westmont College, $575,000 to Mary Bridge Children’s Foundation, $500,000 to University of Washington Foundation, and $400,000 to Greentrike Fund. The University of Puget Sound, Westmont College, and University of Washington Foundation grants were listed as unrestricted general support; the Mary Bridge grant was for Festival of Trees.
The foundation’s website describes an application process beginning with a Letter of Inquiry submitted through its grant interface. Applicants invited to proceed are asked to submit a full proposal for board review. The 2025 filing says the foundation does not restrict giving to preselected organizations. The filing lists a standard grant application and materials including information on the organization and its charitable functions, current financial statements, officers, and a copy of IRS exempt status. It restricts awards to assistance with funding sports, fitness, and health-related activities or capital projects. The website says proposals are reviewed by the board and recommended for funding in April, June, and September.
Review Cycle
August 31, as listed on the 2025 filing.
How to Apply
Submit a Letter of Inquiry through the grant interface; invited applicants are notified by email to submit a full proposal for board review. The filing lists Erin Shagren as the application contact.
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Geographic Focus
Where this funder awards grants
In 2025, 73% of grant dollars went to recipients in Washington, 13% to Oregon, 12% to California, and 2% to Colorado. The foundation’s website describes its work as supporting young people in the Puget Sound region.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.2M (2020) to $6.8M (2024). In 2025 it made 22 grants totaling $5.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Puget Sound ($1.4M). Together the top 10 received $4.6M.
Grant Size Distribution
104 grants across all recorded years
The most common grant size was under $50K: 36 grants of 104 (35%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Puget Sound Tacoma, WA | Unrestricted General | $1,428,571 |
| Westmont College Santa Barbara, CA | Unrestricted General | $600,000 |
| Mary Bridge Children's Foundation Tacoma, WA | Festival of Trees | $575,000 |
| University of Washington Foundation Seattle, WA | Unrestricted General | $500,000 |
| Greentrike Fund Tacoma, WA | Unrestricted General | $400,000 |
| University of Portland Portland, OR | Unrestricted General | $375,000 |
| Tacoma Pierce Cnty Habitat for Humanity Tacoma, WA | Unrestricted General | $250,000 |
| University of Portland Athletics Portland, OR | Unrestricted General | $200,000 |
| Pierce County Unit - Search & Rescue Tacoma, WA | Unrestricted General | $125,000 |
| Seven Acres Foundation Chelan, WA | Unrestricted General | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2025 | $26,579,589 | $2,515,604 | $5,488,597 | $5,135,795 | 22 |
| 2024 | $28,574,399 | $3,348,486 | $7,208,301 | $6,827,807 | 22 |
| 2023 | $31,929,760 | $3,604,534 | $5,182,692 | $4,806,071 | 21 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $26,579,589 | $28,574,399 | $31,929,760 |
| Revenue | $2,515,604 | $3,348,486 | $3,604,534 |
| Expenses | $5,488,597 | $7,208,301 | $5,182,692 |
| Qualifying Distributions | $5,357,058 | $7,029,836 | $5,018,502 |
| Net Investment Income | $2,383,637 | $2,934,366 | $3,488,670 |
| Distributable Amount | $1,286,055 | $1,380,812 | $1,536,801 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Erin Shagren as president and Monica L. Names-King as secretary-treasurer. The foundation’s website identifies Shagren as a trustee of the Names Family Foundation and Names-King as serving on its board of trustees.
Tom and Meg Names Family Fdn is led by Erin Shagren, President on every filing since 2020; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Erin Shagren
President
On filings since 2020
27 hrs/week
$4K (2020) → $18K (2025)
Monica L. Names-King
Secretary-Treasurer
Secretary & Treasurer → Secretary-Treasurer, 2023
On filings since 2020
20 hrs/week
$4K (2020) → $18K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to Monica L Names-King (Secretary-Treasurer). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Erin Shagren
Mailing address: 1019 Regents Blvd Ste 201, Fircrest, WA 98466
Phone: (253) 566-7000
Website: https://tomandmegnamesfoundation.org
Frequently asked questions about Tom and Meg Names Family Fdn
How much does Tom and Meg Names Family Fdn give each year?
Tom and Meg Names Family Fdn gave $5.1M across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.8M across 22 grants.
What is Tom and Meg Names Family Fdn's typical grant size?
Tom and Meg Names Family Fdn's median grant in 2025 was $100,000, and its average grant was $233,445, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tom and Meg Names Family Fdn that year got $188K on average.
Where does Tom and Meg Names Family Fdn give grants?
Tom and Meg Names Family Fdn gives mostly in Washington: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oregon (13%) and California (12%). The most frequent recipient cities were Tacoma, WA (10 grants), Portland, OR (2 grants), Bellevue, WA (2 grants) and Chelan, WA (2 grants).
Does Tom and Meg Names Family Fdn give general operating support?
Yes: 95% of Tom and Meg Names Family Fdn's 2025 grants with a stated purpose (21 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Tom and Meg Names Family Fdn's largest grantees?
Tom and Meg Names Family Fdn's largest 2025 grantees include University of Puget Sound ($1,428,571), Westmont College ($600,000) and Mary Bridge Children's Foundation ($575,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Tom and Meg Names Family Fdn?
Tom and Meg Names Family Fdn reported $26.6M in total assets on its 2025 IRS Form 990-PF. It paid out $5.4M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets).
What does Tom and Meg Names Family Fdn fund?
The foundation’s stated goal is to add value and enhance the quality of communities, large and small. See mission & focus areas ↑
How do I apply for a grant from Tom and Meg Names Family Fdn?
Submit a Letter of Inquiry through the grant interface; invited applicants are notified by email to submit a full proposal for board review. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Tom and Meg Names Family Fdn's EIN?
Tom and Meg Names Family Fdn's EIN (Employer Identification Number) is 47-4742634. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Tom and Meg Names Family Fdn by hand.
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