MILTON-FREEWATER AREA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILTON-FREEWATER AREA FOUNDATION (EIN 93-6025936)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349105160
- Schema version
- 2024v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T17:13:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562382653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 COLUMBIA PARK TRAIL STE 120 | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936025936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON-FREEWATER AREA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | BAKER BOYER TRUST 5-015736 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 5095252000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1796 | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WHITING | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5095252000 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BONNIE K WALTER | PreparerPersonNm |
| PTIN | P01447604 | PTIN |
| Phone | 5097351300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,740,468 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,968 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $75,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,896 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,953 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,747 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,958 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,989 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,594 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $38,162 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,162 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,918,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,851,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,111,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $565,792 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $567,889 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $501,392 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $89,738 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $89,738 | LandBOYAmt |
| Land EOY | $89,738 | LandEOYAmt |
| Land EOYFMV | $89,738 | LandEOYFMVAmt |
| Total Assets BOY | $2,574,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,547,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,740,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $711,837 | CapitalStockBOYAmt |
| Capital Stock EOY | $711,837 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,862,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,835,907 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,574,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,547,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,574,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,547,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,574,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,548,914 | SubtotalAmt |
| Other Decreases | $1,170 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,547,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BAKER BOYER LONG TERM CAPITAL GAIN | PropertyDesc |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $4,953 | GrossSalesPriceAmt |
| Gain Or Loss | $4,953 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,953 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,953 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | 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 | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $87 | TaxDueAmt |
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 | OR | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BAKER BOYER BANK | IndividualWithBooksNm |
| Phone | 5095252000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1796 | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BAKER BOYER BANK WEALTH MANAGEMENT | ||||||||
| PO BOX 1796 | WALLA WALLA | WA | 99362 | TRUSTEE | 5.00 | $24,674 | $0 | $0 |
| LAURA WHITING | ||||||||
| 301 NE A ST | COLLEGE PLACE | WA | 99324 | DIRECTOR | 5.00 | $2,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,619,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,646,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,646,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,606,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $129,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,366 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,366 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,298 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,298 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,068 | 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 | $50,496 | 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 | MILTON-FREEWATER AREA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1796 | AddressLine1Txt |
| City | WALLA WALLA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5095252000 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 10 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 11 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| EASTERN OREGON UNIVERSITY | |||||
| ONE UNIVERSITY BLVD | LA GRANDE | OR | 97850 | SCHOLARSHIP | $4,850 |
| MILTON-FREEWATER AREA CHAMBER OF COMMERCE | |||||
| 157 S COLUMBIA ST | MILTONFREEWATER | OR | 97862 | GRANT | $1,705 |
| MILTON-FREEWATER HISTORICAL SOCIETY | |||||
| 1221 S MILL | MILTONFREEWATER | OR | 97862 | GRANT | $10,800 |
| OREGON STATE UNIVERSITY | |||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | SCHOLARSHIP | $500 |
| UNIVERSITY OF IDAHO | |||||
| 875 PERIMETER DR | MOSCOW | ID | 83844 | SCHOLARSHIP | $500 |
| UNIVERSITY OF OREGON | |||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 97403 | SCHOLARSHIP | $3,300 |
| WALLA WALLA COMMUNITY COLLEGE | |||||
| 500 TAUSICK WAY | WALLA WALLA | WA | 99362 | STUDENT SCHOLARSHIP | $4,000 |
| WALLA WALLA SYMPHONY SOCIETY | |||||
| PO BOX 92 | WALLA WALLA | WA | 99362 | GRANT | $2,500 |
| WALLA WALLA UNIVERSITY | |||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | SCHOLARSHIP | $500 |
| MILTON-FREEWATER SCHOOL DISTRICT | |||||
| 1020 S MILL ST | MILTONFREEWATER | OR | 97862 | GRANT | $29,500 |
| MILTON-FREEWATER NEIGHBORHOOD SENIOR CENTER | |||||
| 311 N MAIN ST | MILTONFREEWATER | OR | 97862 | GRANT | $430 |
| CAMP MEADOWOOD SPRINGS | |||||
| 77650 MEADOWOOD RD | WESTON | OR | 97886 | GRANT | $6,000 |
| PACIFIC NORTHWEST VETERANS ALLIANCE | |||||
| 242 E MAIN ST | HERMISTON | OR | 97838 | GRANT | $5,000 |
| GRAND CANYON UNIVERSITY | |||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | SCHOLARSHIP | $1,000 |
| FORT WALLA WALLA MUSEUM | |||||
| 755 NE MYRA RD | WALLA WALLA | WA | 99362 | GRANT | $1,000 |
| JR LIVESTOCK SHOW MILTON-FREEWATER | |||||
| 84487 HWY 11 | MILTONFREEWATER | OR | 97862 | GRANT | $5,000 |
| FAITH BIBLE CHURCH | |||||
| 440 W CORA AVE | SPOKANE | WA | 99205 | GRANT | $2,000 |
| PAUL MITCHELL THE SCHOOL RICHLAND | |||||
| 71 GAGE BLVD | RICHLAND | WA | 99352 | SCHOLARSHIP | $1,000 |
| OREGON INSTITUTE OF TECHNOLOGY | |||||
| 3201 CAMPUS DR | KLAMATH FALLS | OR | 97601 | SCHOLARSHIP | $1,000 |
| JOHN PAUL THE GREAT CATHOLIC UNIVERSITY | |||||
| 220 W GRAND AVE | ESCONDIDO | CA | 92025 | SCHOLARSHIP | $500 |
| NORTHWEST LINEMAN COLLEGE | |||||
| 7600 S MERIDIAN RD | MERIDIAN | ID | 83642 | SCHOLARSHIP | $2,000 |
| ADELYNN STEWART | |||||
| 53597 W CROCKETT RD | MILTONFREEWATER | OR | 97862 | SCHOLARSHIP | $500 |
| FRAZIER FARMSTEAD MUSEUM | |||||
| 1403 CHESNUT | MILTONFREEWATER | OR | 97862 | GRANT | $17,255 |
| MILTON-FREEWATER PUBLIC LIBRARY | |||||
| 8 SW 8TH AVE | MILTONFREEWATER | OR | 97862 | GRANT | $1,281 |
| BLUE MOUNTAIN COMMUNITY COLLEGE | |||||
| 2411 NW CARDEN AVE | PENDLETON | OR | 97801 | GRANT | $2,750 |
| UNIVERSITY OF WASHINGTON | |||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | GRANT | $1,000 |
| EASTERN WASHINGTON UNIVERSITY | |||||
| 526 5TH ST | CHENEY | WA | 99004 | GRANT | $1,000 |
| MCLOUGHLIN HIGH SCHOOL | |||||
| 120 S MAIN ST | MILTONFREEWATER | OR | 97862 | GRANT | $3,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,294 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,896 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,664 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,560 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BAKER BOYER LONG-TERM COVERED | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
| Gross Sales Price | $74,930 | GrossSalesPriceAmt |
| Basis | $59,219 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $15,711 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TRESUARY | $93,448 | $90,094 |
| FEDERATED HERMES | $474,441 | $411,298 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTL GROWTH FUND ADMIRAL | $69,823 | $57,650 |
| MORGAN STANLEY GROWTH I | $63,548 | $76,031 |
| JP MORGAN EMRGING MKTS | $133,911 | $100,921 |
| DFA US LARGE CAP VALUE PRTF INSTL | $72,004 | $115,420 |
| DFA EMERGING MARKETS CORE EQUITY PORTFOLIO | $112,370 | $125,246 |
| COHEN & STEERS REAL ASSETS | $168,200 | $175,007 |
| DFA INTERNATIONAL CORE EQUITY | $215,569 | $275,053 |
| DODGE & COX INCOME FUND CL I | $453,535 | $413,216 |
| DFA US CORE EQUITY II | $562,995 | $772,632 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 1403 CHESTNUT MF OREGON | $89,737 | $0 | $89,737 | $89,737 |
| DUDLEY EST FARM | $1 | $0 | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,170 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,320 | $1,320 | $0 |
| WALLA WALLA WEB WEAVERS | $1,133 | $0 | $1,133 |
| PHOTOGRAPHY | $150 | $0 | $150 |
| EMPLOYEE REIMBURSEMENTS | $450 | $0 | $0 |
| LICENSES | $338 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,541 | $1,541 | $0 |
| REAL ESTATE TAXES | $1,053 | $1,053 | $0 |