W F & BLANCHE E WEST EDUCATIONAL FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- W F & BLANCHE E WEST EDUCATIONAL FUND (EIN 91-6101769)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202511189349100431
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T09:01:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | 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 | 916101769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WF & BLANCHE E WEST EDUCATIONAL & COFFMAN JF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WF&B | BusinessNameControlTxt |
| Phone | 2533050757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1608 | AddressLine1Txt |
| City | CHEHALIS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHEHALIS FOUNDATION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2533050757 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2025-04-21 | 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 | $3,792,388 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $107,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $425,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,164 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $250,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,335 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,668 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,668 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,503 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,769 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,476 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,573,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $601,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,305,608 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $422,373 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,452,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,377,304 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,111,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,164,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,792,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,111,672 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,164,133 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,111,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,164,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,111,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,164,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,111,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,166 | OtherIncreasesAmt |
| Subtotal | $3,166,754 | SubtotalAmt |
| Other Decreases | $2,621 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,164,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. STARBUCKS CORP COMMON | 2019-10-31 | 2024-07-02 | $7,640 | $8,388 | -$748 | -$748 | |
| 50. TARGET CORP COMMON | 2021-07-30 | 2024-07-02 | $7,264 | $13,036 | -$5,772 | -$5,772 | |
| 1881.058 T ROWE PRICE NEW HORIZONS I | 2022-10-06 | 2024-07-10 | $103,496 | $105,680 | -$2,184 | -$2,184 | |
| 50. ALPHABET INC CLASS A | 2019-04-22 | 2024-07-11 | $9,268 | $3,124 | $6,144 | $6,144 | |
| 100. APPLE INC COMMON | 2021-08-26 | 2024-07-11 | $22,824 | $14,776 | $8,048 | $8,048 | |
| 35. APPLE INC COMMON | 2008-12-11 | 2024-07-11 | $7,989 | $125 | $7,864 | $7,864 | |
| 25. CROWDSTRIKE HOLDINGS | 2022-02-02 | 2024-07-11 | $9,257 | $4,429 | $4,828 | $4,828 | |
| 19. DEERE & CO | 2020-03-20 | 2024-07-11 | $6,863 | $2,151 | $4,712 | $4,712 | |
| 25. INTUITIVE SURGICAL INC COMMON | 2017-01-20 | 2024-07-11 | $11,104 | $1,822 | $9,282 | $9,282 | |
| 5. LAM RESEARCH CORP | 2017-01-20 | 2024-07-11 | $5,335 | $561 | $4,774 | $4,774 | |
| 33. ESTEE LAUDER COMPANIES CLA COMMON | 2018-10-10 | 2024-07-11 | $3,359 | $4,334 | -$975 | -$975 | |
| 250. NVIDIA CORP | 2019-04-22 | 2024-07-11 | $32,082 | $1,179 | $30,903 | $30,903 | |
| 195. EDWARDS LIFESCIENCES CP COMMON | 2017-01-20 | 2024-08-05 | $11,822 | $6,198 | $5,624 | $5,624 | |
| 750. ISHS BARCLAYS 10-20 YR TREAS BD FD | 2023-11-27 | 2024-09-26 | $81,821 | $75,563 | $6,258 | $6,258 | |
| 250. NVIDIA CORP | 2019-04-22 | 2024-09-26 | $31,014 | $1,179 | $29,835 | $29,835 | |
| 15. PARKER-HANNIFIN | 2020-07-22 | 2024-09-26 | $9,526 | $2,599 | $6,927 | $6,927 | |
| 150. BAXTER INTL INC COMMON | 2023-07-13 | 2024-11-08 | $5,184 | $7,014 | -$1,830 | -$1,830 | |
| 45. BECTON DICKINSON & CO. COMMON | 2019-10-31 | 2024-11-08 | $10,482 | $11,207 | -$725 | -$725 | |
| 294. CITIGROUP INC (NEW) | 2021-08-26 | 2024-11-08 | $20,147 | $18,552 | $1,595 | $1,595 | |
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,604 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $3,344 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2533050757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET STE 800 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHEHALIS FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1608 | AddressLine1Txt |
| City | CHEHALIS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,335 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,720,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,788,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,788,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,731,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,305 | TotalTaxAmt |
| Distributable Before Adj | $183,271 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,166 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,437 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $195,018 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,507 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,507 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,511 | 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 | $45,926 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUSSON UNIVERSITY | ||||||||
| 1 COLLEGE CIRCLE | BANGOR | ME | 04401 | NONE | PC | SCHOLARSHIP | $1,000 | |
| TACOMA COMMUNITY COLLEGE | ||||||||
| 6501 S 19TH ST BLDG 14 | TACOMA | WA | 98466 | NONE | PC | SCHOLARSHIP | $1,000 | |
| CENTRAL WASHINGTON UNIVERSITY | ||||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | NONE | PC | SCHOLARSHIP | $7,000 | |
| CHATHAM UNIVERSITY | ||||||||
| 107 WOODLAND ROAD | PITTSBURGH | PA | 15232 | NONE | PC | SCHOLARSHIP | $1,000 | |
| TEXAS A&M CORPUS CHRISTI | ||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BETHLEHEM COLLEGE AND SEMINARY | ||||||||
| 720 13TH AVE S | Minneapolis | MN | 55415 | NONE | PC | SCHOLARSHIP | $1,000 | |
| MILKAUKEE SCHOOL OF ENGINEERING | ||||||||
| 1025 N BROADWAY | MILWAUKEE | WI | 53202 | NONE | PC | SCHOLARSHIP | $1,000 | FINANCIAL AID OFFICE |
| GRINNELL COLLEGE | ||||||||
| 1227 PARK STREET | GRINNELL | IA | 50112 | NONE | PC | SCHOLARSHIP | $1,000 | FINANCIAL AID |
| AT STILL UNIVERSITY | ||||||||
| 5850 E STILL CIRCLE | MESA | AZ | 85206 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERITY OF SOUTH DAKOTA | ||||||||
| 414 E CLARK STREET | VERMILLION | SD | 57069 | NONE | PC | SCHOLARSHIP | $1,000 | |
| CREIGHTON UNIVERSITY DENTAL SCHOOL | ||||||||
| 2500 CALIFORNIA PLAZA HARPER CENTER | OMAHA | NE | 61878 | NONE | PC | SCHOLARSHIP | $1,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | NONE | PC | SCHOLARSHIP | $3,000 | |
| WESTERN OREGON UNIVERSITY | ||||||||
| FINANCIAL AID WOU WELCOME CENTER R | MONMOUTH | OR | 97361 | NONE | PC | SCHOLARSHIP | $1,000 | |
| OREGON INSTITUTE OF TECHNOLOGY | ||||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | NONE | PC | SCHOLARSHIP | $1,000 | |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||||
| 16300 OLD EMMITSBURG ROAD | EMMITSBURG | MD | 21727 | NONE | PC | SCHOLARSHIP | $1,000 | |
| STEVENSON UNIVERSITY | ||||||||
| 100 CAMPUS CIRCLE | OWINGS MILLS | MD | 21117 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LIBERTY UNIVERSITY COLLEGE OF | ||||||||
| 306 LIBERTY VIEW LN | LYNCHBURG | VA | 24502 | NONE | PC | SCHOLARSHIP | $1,000 | OSTEOPATHIC MEDICINE |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 3700 WILLOW CREEK ROAD | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIP | $1,000 | |
| OREGON STATE UNIVERSITY | ||||||||
| 1500 SW JEFFERSON AVE | CORVALLIS | OR | 97331 | NONE | PC | SCHOLARSHIP | $1,000 | |
| SOUTHERN ADVENTIST UNIVERSITY | ||||||||
| PO BOX 370 | COLLEGEDALE | TN | 37315 | NONE | PC | SCHOLARSHIP | $3,000 | ATTN STUDENT FINANCE |
| CARROLL COLLEGE | ||||||||
| 1601 N BENTON AVE | HELENA | MT | 59601 | NONE | PC | SCHOLARSHIP | $1,000 | |
| ROCKY MOUNTAIN COLLEGE | ||||||||
| 1511 POLY DRIVE | BILLINGS | MT | 59102 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF MONTANA | ||||||||
| 32 CAMPUS DR | MISSOULA | MT | 59812 | NONE | PC | SCHOLARSHIP | $1,000 | EMMA B LOMMASSON CENTER |
| MONTANA STATE UNIVERSITY | ||||||||
| 21 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PC | SCHOLARSHIP | $1,000 | |
| COLLEGE OF IDAHO | ||||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BYU - IDAHO | ||||||||
| 196 KIMBALL BUILDING | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $3,000 | |
| NORTHWEST LINEMAN SCHOOL | ||||||||
| 7600 S MERIDIAN ROAD | MERIDIAN | ID | 83642 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF IDAHO | ||||||||
| 709 S DEAKIN ST | MOSCOW | ID | 83844 | NONE | PC | SCHOLARSHIP | $4,000 | |
| WESTERN GOVERNORS UNIVERSITY | ||||||||
| 4001 SOUTH 700 EAST SUITE 700 | SALT LAKE CITY | UT | 84107 | NONE | PC | SCHOLARSHIPS | $4,000 | WGU FINANCIAL AID OFFICE |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 852870412 | NONE | PC | SCHOLARSHIP | $3,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| D155 ASB | PROVO | UT | 84602 | NONE | PC | SCHOLARSHIP | $2,000 | |
| GONZAGA UNVIERSITY | ||||||||
| 502 EAST BOONE AVE | SPOKANE | WA | 99258 | NONE | PC | SCHOLARSHIP | $6,000 | |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | NONE | PC | SCHOLARSHIP | $3,000 | |
| SAINT MARTINS UNIVERSITY | ||||||||
| 500 ABBEY WAY SE | LACEY | WA | 98503 | NONE | PC | SCHOLARSHIP | $6,000 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| 3307 THIRD AVE W SUITE 114 | SEATTLE | WA | 98119 | NONE | PC | SCHOLARSHIP | $3,000 | |
| PACIFIC LUTHERAN UNIVERSITY | ||||||||
| 12180 PARK AVE S | TACOMA | WA | 98447 | NONE | PC | SCHOLARSHIP | $3,000 | FINANCIAL SERV HAUGE ADM BLD RM 102 |
| WALLA WALLA UNIVERSITY | ||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LOWER COLUMBIA COLLEGE | ||||||||
| 1600 MAPLE ST | LONGVIEW | WA | 98632 | NONE | PC | SCHOLARSHIP | $1,000 | |
| WSU GLOBAL CAMPUS | ||||||||
| PO BOX 645220 | PULLMAN | WA | 991645220 | NONE | PC | SCHOLARSHIP | $1,000 | |
| HERITAGE UNIVERSITY | ||||||||
| 3240 FORT ROAD | TOPPENISH | WA | 98948 | NONE | PC | SCHOLARSHIP | $1,000 | |
| CENTRALIA COLLEGE | ||||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | PC | SCHOLARSHIPS | $31,000 | |
| SOUTH PUGET SOUND COMMUNITY COLLEGE | ||||||||
| 2011 MOTTMAN RD SW | OLYMPIA | WA | 98512 | NONE | PC | SCHOLARSHIP | $2,000 | |
| WESTERN WASHINTON UNIVERSITY | ||||||||
| OLD MAIN 265 MS 9006 516 HIGH STR | BELLINGHAM | WA | 98225 | NONE | PC | SCHOLARSHIPS | $9,000 | |
| EASTERN WASHINGTON UNIVERSITY | ||||||||
| 333 EAGLE LN 102 SUTTON HALL | CHENEY | WA | 99004 | NONE | PC | SCHOLARSHIP | $4,000 | |
| WASHINGTON STATE UNIVERSITY | ||||||||
| 1815 WILSON RD PO BOX 641068 | PULLMAN | WA | 991641068 | NONE | PC | SCHOLARSHIPS | $28,000 | LIGHTLY STUDENT SERVICE BLG RM 380 |
| UNIVERSITY OF WASHINGTON | ||||||||
| PO BOX 355880 | SEATTLE | WA | 98195 | NONE | PC | SCHOLARSHIP | $20,000 | OFFICE OF STUDENT FINANCIAL AID |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN STREET | NEWBERG | OR | 97132 | NONE | PC | SCHOLARSHIP | $2,000 | |
| PACIFIC UNIVERSITY | ||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LINFIELD UNIVERSITY | ||||||||
| 900 SE BAKER STREET | MCMINNVILLE | OR | 97128 | NONE | PC | SCHOLARSHIP | $1,000 | |
| SIERRA CHARLIE AVIATION | ||||||||
| 8014 E MCCLAIN DR SUITE 130 | SCOTTSDALE | AZ | 85260 | NONE | PC | SCHOLARSHIP | $1,000 | |
| EASTERN OREGON UNIVERSITY | ||||||||
| ONE UNIVERSITY BLVD INLOW HALL | LA GRANDE | OR | 97850 | NONE | PC | SCHOLARSHIP | $1,000 | |
| CORBAN UNIVERSITY | ||||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UC BERKELEY SCHOOL OF LAW | ||||||||
| 201 SPROUL HALL | BERKELEY | CA | 947201960 | NONE | PC | SCHOLARSHIP | $1,000 | FINANCIAL AID AND SCHOLARSHIP OFFICE |
| Azusa Pacific University | ||||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| 11139 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | SCHOLARSHIP | $1,000 | SCHOOL OF MEDICINE |
| CONCORDIA UNIVERSITY IRVINE | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF SILICON VALLEY | ||||||||
| 191 BAYPOINTE PKWY | SAN JOSE | CA | 95134 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $250,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,640 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO COST BASIS VALUES | $2,616 |
| ROUNDING | $5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP REFUNDS | Desc |
| Amt | $12,166 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5 | $5 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $186 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $762 | $762 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $736 | $736 | $0 |