W F & BLANCHE E WEST EDUCATIONAL FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W F & BLANCHE E WEST EDUCATIONAL FUND (EIN 91-6101769)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-25
- IRS object ID
- 202301459349101005
- Schema version
- 2022v5.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-25T15:00:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,298,904 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $76,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,064 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $91,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,181 | TotalNetInvstIncmAmt |
| 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 Rev And Expnss | $20,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,245 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,922 | TaxesRevAndExpnssAmt |
| 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 | $27,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,857 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,008,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,647,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,770,657 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,186,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $422,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $411,390 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,313,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,186,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,298,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,313,795 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,186,587 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,313,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,186,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,313,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,186,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,313,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,598 | OtherIncreasesAmt |
| Subtotal | $3,186,955 | SubtotalAmt |
| Other Decreases | $368 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,186,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. ADVANCED MICRO DEVICES | 2020-08-06 | 2022-02-02 | $12,270 | $8,666 | $3,604 | $3,604 | |
| 75. HILTON HOTELS (NEW) | 2021-01-27 | 2022-02-02 | $10,877 | $7,490 | $3,387 | $3,387 | |
| 25. MASTERCARD CLASS A | 2020-01-23 | 2022-02-02 | $9,948 | $8,095 | $1,853 | $1,853 | |
| 30. QUALCOMM INC COMMON | 2021-03-11 | 2022-02-02 | $5,640 | $3,960 | $1,680 | $1,680 | |
| 50. QUALCOMM INC COMMON | 2020-12-07 | 2022-02-02 | $9,401 | $7,883 | $1,518 | $1,518 | |
| 30. ROKU, INC | 2021-10-15 | 2022-03-09 | $3,528 | $9,741 | -$6,213 | -$6,213 | |
| 9. EMBECTA CORP | 2019-10-31 | 2022-05-02 | $282 | $265 | $17 | $17 | |
| 250. ACTIVISION BLIZZARD INC | 2021-12-21 | 2022-05-05 | $19,663 | $15,895 | $3,768 | $3,768 | |
| 5. BOOKING HOLDINGS INC | 2020-12-03 | 2022-07-21 | $9,109 | $10,525 | -$1,416 | -$1,416 | |
| 383. ISHARES JP MORGAN USD EMERG MKTS BOND | 2020-12-07 | 2022-07-21 | $32,528 | $43,505 | -$10,977 | -$10,977 | |
| 2836.879 PARAMETRIC COMMODITY STRATEGY FUND | 2021-01-28 | 2022-07-22 | $20,000 | $16,113 | $3,887 | $3,887 | |
| 1138.211 FIDELITY REAL ESTATE INCOME | 2019-07-16 | 2022-07-22 | $14,000 | $14,171 | -$171 | -$171 | |
| 1670.844 GOLDMAN SACHS MANAGED FUTURES | 2019-04-22 | 2022-07-22 | $20,000 | $17,393 | $2,607 | $2,607 | |
| 2429.42 T ROWE PRICE INSTL EMERGING MKTS EQ | 2017-02-16 | 2022-07-22 | $82,868 | $77,256 | $5,612 | $5,612 | |
| 100. SHOPIFY INC | 2020-08-06 | 2022-07-26 | $3,174 | $10,924 | -$7,750 | -$7,750 | |
| 11595.547 PARAMETRIC COMMODITY STRATEGY FUND | 2021-12-21 | 2022-10-06 | $84,068 | $75,000 | $9,068 | $9,068 | |
| 684.248 PARAMETRIC COMMODITY STRATEGY FUND | 2021-01-28 | 2022-10-06 | $4,961 | $3,887 | $1,074 | $1,074 | |
| 60. META PLATFORMS INC. NAME CHANGED FROM FACEBOOK AS OF 11/09/2 | 2020-07-22 | 2022-10-06 | $8,360 | $14,358 | -$5,998 | -$5,998 | |
| 100. UNITY SOFTWARE | 2022-02-02 | 2022-10-06 | $3,586 | $10,252 | -$6,666 | -$6,666 | |
| 50. FEDEX CORPORATION COMMON | 2020-07-22 | 2022-11-03 | $7,777 | $8,257 | -$480 | -$480 | |
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,660 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,120 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,120 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,930 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,930 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,810 | OverpaymentAmt |
| Applied To ES Tax | $1,120 | AppliedToESTaxAmt |
| Refund | $1,690 | 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 | $0 | 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 | $3,470,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,533,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,533,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,480,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,120 | TotalTaxAmt |
| Distributable Before Adj | $172,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,333 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,228 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $181,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,195 | 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 | $210,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,806 | 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 | $210,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,806 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,389 | 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 | $46,839 | 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 (62 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 |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 870412 | TEMPE | AZ | 852870412 | NONE | PC | SCHOLARSHIP | $5,000 | |
| PACIFIC UNIVERSITY | ||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $2,400 | |
| BRINGHAM YOUNG UNIVERSITY | ||||||||
| D155 ASB | PROVO | UT | 84602 | NONE | PC | SCHOLARSHIP | $2,400 | |
| CENTRAL WASHINGTON UNIVERSITY | ||||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | NONE | PC | SCHOLARSHIP | $7,600 | |
| CENTRALIA COLLEGE | ||||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | PC | SCHOLARSHIPS | $38,000 | |
| EASTERN WASHINGTON UNIVERSITY | ||||||||
| 333 EAGLE LN 102 SUTTON HALL | CHENEY | WA | 99004 | NONE | PC | SCHOLARSHIP | $4,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | NONE | PC | SCHOLARSHIP | $5,400 | |
| GONZAGA UNVIERSITY | ||||||||
| 502 EAST BOONE AVE | SPOKANE | WA | 99258 | NONE | PC | SCHOLARSHIP | $3,800 | |
| LINFIELD COLLEGE | ||||||||
| 900 SE BAKER ST | MCMINNVILLE | OR | 97128 | NONE | PC | SCHOLARSHIP | $2,400 | FINANCIAL AID MELROSE HALL SUITE 030 |
| NORTHERN ARIZONA UNIVERSITY | ||||||||
| PO BOX 4108 | FLAGSTAFF | AZ | 86011 | NONE | PC | SCHOLARSHIP | $1,000 | |
| NORTHWEST NAZARENE UNIVERSITY | ||||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | SCHOLARSHIP | $1,000 | FINANCIAL AID OFFICE NNU |
| OREGON INSTITUTE OF TECHNOLOGY | ||||||||
| 3201 CAMPUS DRIVE | KLAMATH FALLS | OR | 97601 | NONE | PC | SCHOLARSHIP | $1,000 | |
| PACIFIC LUTHERAN UNIVERSITY | ||||||||
| 12180 PARK AVE S | TACOMA | WA | 98447 | NONE | PC | SCHOLARSHIP | $7,200 | FINANCIAL SERV HAUGE ADM BLD RM 102 |
| SOUTH PUGET SOUND COMMUNITY COLLEGE | ||||||||
| 2011 MOTTMAN RD SW | OLYMPIA | WA | 98512 | NONE | PC | SCHOLARSHIP | $4,000 | |
| SAINT MARTINS UNIVERSITY | ||||||||
| 500 ABBEY WAY SE | LACEY | WA | 98503 | NONE | PC | SCHOLARSHIP | $2,000 | |
| SOUTHERN ADVENTIST UNIVERSITY | ||||||||
| PO BOX 370 | COLLEGEDALE | TN | 37315 | NONE | PC | SCHOLARSHIP | $2,400 | ATTN STUDENT FINANCE |
| UNIVERSITY OF WASHINGTON SEATTLE | ||||||||
| PO BOX 355880 | SEATTLE | WA | 98195 | NONE | PC | SCHOLARSHIP | $18,000 | OFFICE OF STUDENT FINANCIAL AID |
| UNIVERSITY OF MONTANA | ||||||||
| 32 CAMPUS DR | MISSOULA | MT | 59812 | NONE | PC | SCHOLARSHIP | $2,400 | EMMA B LOMMASSON CENTER |
| WESTERN WASHINTON UNIVERSITY | ||||||||
| OLD MAIN 265 MS 9006 516 HIGH STR | BELLINGHAM | WA | 98225 | NONE | PC | SCHOLARSHIPS | $14,000 | |
| WASHINGTON STATE UNIVERSITY | ||||||||
| 1815 WILSON RD PO BOX 641068 | PULLMAN | WA | 991641068 | NONE | PC | SCHOLARSHIPS | $16,200 | LIGHTLY STUDENT SERVICE BLG RM 380 |
| WESTERN GOVERNORS UNIVERSITY | ||||||||
| 4001 SOUTH 700 EAST SUITE 700 | SALT LAKE CITY | UT | 84107 | NONE | PC | SCHOLARSHIPS | $4,000 | WGU FINANCIAL AID OFFICE |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | NONE | PC | SCHOLARSHIP | $2,000 | |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 3700 WILLOW CREEK ROAD | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIP | $2,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES ST 146 GARLAND HALL | BALTIMORE | MD | 21218 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| PO BOX 210073 | TUCSON | AZ | 85721 | NONE | PC | SCHOLARSHIP | $2,000 | |
| ARIZONA COLLEGE OF NURSING | ||||||||
| 2510 W DUNLAP AVE SUITE 290 | PHOENIX | AZ | 85021 | NONE | PC | SCHOLARSHIP - 2 STUDENTS | $1,000 | |
| ASHWORTH COLLEGE | ||||||||
| 5051 PEACHTREE CORNERS CIRCLE | NORCROSS | GA | 30092 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Azusa Pacific University | ||||||||
| CASHIERING SERVICES EAST CAMPUS B | AZUSA | CA | 91702 | NONE | PC | SCHOLARSHIP | $1,400 | |
| BATES TECHNICAL COLLEGE | ||||||||
| S YAKIMA AVE | TACOMA | WA | 98405 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BAYLOR UNIVERSITY | ||||||||
| ONE BEAR PLACE 97028 | WACO | TX | 76798 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BETHLEHEM SEMINARY | ||||||||
| 720 13TH AVENUE SOUTH | Minneapolis | MN | 55415 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BYU-IDAHO | ||||||||
| 196 KIMBALL BUILDING | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIP | $3,400 | |
| California Polytechnic SLO | ||||||||
| 1 GRAND AVENUE | San Luis Obispo | CA | 93407 | NONE | PC | SCHOLARSHIP | $1,400 | |
| COLORADO MESA UNIVERSITY | ||||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | NONE | PC | SCHOLARSHIP | $1,000 | |
| CORBAN UNIVERSITY | ||||||||
| 5000 DEER PARK DR SE | SALEM | OR | 97317 | NONE | PC | SCHOLARSHIP | $1,400 | |
| CREIGHTON UNIVERSITY | ||||||||
| 2500 CALIFORNIA PLAZA | OMAHO | NE | 68178 | NONE | PC | SCHOLARSHIP | $1,000 | |
| ECOLA BIBLE SCHOOL | ||||||||
| PO BOX 190 | CANNON BEACH | OR | 97110 | NONE | PC | SCHOLARSHIP | $1,000 | |
| GRAYS HARBOR COMMUNITY COLLEGE | ||||||||
| 1620 EDWARD P SMITH DR | ABERDEEN | WA | 98520 | NONE | PC | SCHOLARSHIP | $1,000 | |
| HAWAII PACIFIC UNIVERSITY | ||||||||
| 500 ALA MOANA BLVD SUITE 5A | HONOLULU | HI | 96813 | NONE | PC | SCHOLARSHIP | $1,000 | |
| IDAHO STATE UNIVERSITY | ||||||||
| MUSEUM BUILDING 12 3RD FLOOR LOB | Pocatello | ID | 83209 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LOWER COLUMBIA COMMUNITY COLLEGE | ||||||||
| 1600 MAPLE ST | LONGVIEW | WA | 98632 | NONE | PC | SCHOLARSHIP | $2,000 | |
| LUBBOCK CHRISTIAN UNIVERSITY | ||||||||
| 5601 19TH STREET | LUBBOCK | TX | 79407 | NONE | PC | SCHOLARSHIP | $1,400 | |
| MONTANA STATE UNIVERSITY | ||||||||
| 21 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PC | SCHOLARSHIP | $1,000 | |
| MONTANA TECH UNIVERSITY | ||||||||
| 1300 WEST PARK STREET | BUTTE | MT | 59701 | NONE | PC | SCHOLARSHIP | $1,000 | |
| PACIFIC NORTHWEST UNIVERSITY | ||||||||
| 200 UNIVERSITY PARKWAY | Yakima | WA | 98901 | NONE | PC | SCHOLARSHIP | $3,000 | |
| PARK UNIVERSITY GILBERT | ||||||||
| 92 W VAUGHN AVE 101 | GILBERT | AZ | 85233 | NONE | PC | SCHOLARSHIP | $2,400 | |
| ROCKY MOUNTAIN COLLEGE | ||||||||
| 1511 POLY DRIVE | BILLINGS | MT | 59102 | NONE | PC | SCHOLARSHIP | $1,000 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| 3307 3RD AVE WEST SUITE 114 | SEATTLE | WA | 98119 | NONE | PC | SCHOLARSHIP | $1,400 | |
| SHASTA COLLEGE | ||||||||
| 11555 OLD OREGON TRAIL | REDDING | CA | 96003 | NONE | PC | SCHOLARSHIP | $1,000 | |
| SPOKANE COMMUNITY COLLEGE | ||||||||
| 1810 N GREENE STREET | SPOKANE | WA | 99217 | NONE | PC | SCHOLARSHIP | $1,000 | |
| TAFT COLLEGE | ||||||||
| 29 COUGAR COURT | TAFT | CA | 93268 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF SILICON VALLEY | ||||||||
| 191 BAYPOINTE PARKWAY | SAN JOSE | CA | 95134 | NONE | PC | SCHOLARSHIP | $1,400 | |
| UNIVERSITY OF ALABAMA | ||||||||
| 106 STUDENT SERVICES CENTER | Tuscaloosa | AL | 35487 | NONE | PC | SCHOLARSHIP | $1,400 | |
| UNIVERSITY OF GEORGIA | ||||||||
| 220 HOLMES/HUNTER ACADEMIC BLDG | ATHENS | GA | 30602 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF MARY | ||||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF OREGON | ||||||||
| 1585 E 13TH AVE | EUGENE | OR | 97403 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 700 CHILDS WAY | LOS ANGELES | CA | 90089 | NONE | PC | SCHOLARSHIP | $1,000 | |
| US COAST GUARD | ||||||||
| 15 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PC | SCHOLARSHIP | $1,400 | |
| WASHINGTON STATE UNIVERSITY-VANCOUVER | ||||||||
| 14204 NE SALMON CREEK AVE | VANCOUVER | WA | 98686 | NONE | PC | SCHOLARSHIP | $2,400 | |
| WESTERN OREGON UNIVERSITY | ||||||||
| 701 MONMOUTH AVE N | MANMOUTH | OR | 97361 | NONE | PC | SCHOLARSHIP | $1,000 | |
| WILMINGTON UNIVERSITY | ||||||||
| 320 N DUPONT HWY | NEW CASTLE | DE | 19720 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,600 | 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 | $76,210 | 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 | $15,064 | 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 | $91,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,274 | 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 | $366 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SCHOLARSHIP REFUNDS | $8,333 |
| ADJUSTMENT FOR SPIN-OFF | $265 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $20,490 | Amt |
| Net Investment Income | $10,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,245 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,973 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,949 | $0 | $0 |