DAVID AND DOROTHY PIERCE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND DOROTHY PIERCE TRUST (EIN 91-6025848)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202521209349100717
- 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 | 2025-04-30T08:01:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 916025848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIERCE CHARITABLE TRUST XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIER | BusinessNameControlTxt |
| Phone | 5093533898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2127 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992102127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUTHORIZED OFFICER | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 5093533898 | PhoneNum |
| Signature | 2025-04-28 | 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 | SANDRA L MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-04-28 | 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 | $963,945 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,254 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $86,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,738 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,838 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,629 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,209 | 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 | $1,147 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,147 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $267 | 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 | $15,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,842 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,790 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,790 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $733,380 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $753,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $939,155 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $749,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $778,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $963,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $749,125 | CapitalStockBOYAmt |
| Capital Stock EOY | $778,459 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $749,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $778,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $749,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $778,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $749,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $292 | OtherIncreasesAmt |
| Subtotal | $779,321 | SubtotalAmt |
| Other Decreases | $862 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $778,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. ADVANCED MICRO DEVICES | 2020-06-29 | 2024-01-08 | $1,897 | $649 | $1,248 | $1,248 | |
| 9. AMERISOURCEBERGEN CORP | 2022-11-04 | 2024-01-08 | $1,885 | $1,452 | $433 | $433 | |
| 3. ELEVANCE HEALTH INC | 2017-07-06 | 2024-01-08 | $1,435 | $571 | $864 | $864 | |
| 5. GOLDMAN SACHS GROUP INC | 2024-01-08 | $1,940 | $486 | $1,454 | $1,454 | ||
| 4. SERVICENOW INC | 2022-02-17 | 2024-01-08 | $2,785 | $2,268 | $517 | $517 | |
| 4. UNITEDHEALTH GROUP INC | 2010-03-04 | 2024-01-08 | $2,140 | $132 | $2,008 | $2,008 | |
| 4. VERTEX PHARMACEUTICALS INC | 2022-10-28 | 2024-01-08 | $1,669 | $1,248 | $421 | $421 | |
| 4. LINDE PLC | 2005-04-13 | 2024-01-08 | $1,632 | $654 | $978 | $978 | |
| 54.526 BLACKROCK MID CAP GRW EQ-K | 2018-05-10 | 2024-01-09 | $2,054 | $1,368 | $686 | $686 | |
| 2. MARTIN MARIETTA MATLS INC | 2021-04-14 | 2024-01-09 | $990 | $693 | $297 | $297 | |
| 44. NISOURCE INC | 2022-06-03 | 2024-01-09 | $1,192 | $1,388 | -$196 | -$196 | |
| 4. NVIDIA CORP | 2023-07-07 | 2024-01-09 | $2,144 | $1,722 | $422 | $422 | |
| 59. ISHARES MSCI EAFE SMALL-CAP | 2024-03-07 | $3,706 | $3,500 | $206 | $206 | ||
| 864. ISHARES MSCI EAFE SMALL-CAP | 2024-03-07 | $54,273 | $43,895 | $10,378 | $10,378 | ||
| 7. T-MOBILE US INC | 2023-05-15 | 2024-03-21 | $1,122 | $1,013 | $109 | $109 | |
| 34. T-MOBILE US INC | 2024-03-21 | $5,451 | $4,899 | $552 | $552 | ||
| 90.106 PAYDEN EMER MRKT BOND-SI | 2024-01-08 | 2024-03-26 | $944 | $913 | $31 | $31 | |
| 2006.516 PAYDEN EMER MRKT BOND-SI | 2024-03-26 | $21,028 | $22,103 | -$1,075 | -$1,075 | ||
| 387.615 AQR MANAGED FUTURES STR-I | 2021-07-15 | 2024-05-29 | $3,585 | $2,989 | $596 | $596 | |
| 435.89 GQG PART EMERG MKTS EQ-INST | 2023-08-03 | 2024-05-29 | $7,829 | $6,390 | $1,439 | $1,439 | |
| 6. ADVANCED MICRO DEVICES | 2020-06-29 | 2024-05-29 | $997 | $299 | $698 | $698 | |
| 10. ALPHABET INC-CL A | 2014-10-09 | 2024-05-29 | $1,765 | $286 | $1,479 | $1,479 | |
| 11. AMAZON COM INC | 2020-01-27 | 2024-05-29 | $2,011 | $1,006 | $1,005 | $1,005 | |
| 70.575 ARTISAN INTL VALUE FUND-INS | 2009-09-28 | 2024-05-29 | $3,465 | $1,609 | $1,856 | $1,856 | |
| 132.529 BLACKROCK HIGH YIELD-K | 2020-07-06 | 2024-05-29 | $925 | $961 | -$36 | -$36 | |
| 3. COSTCO WHOLESALE CORP NEW | 2003-12-03 | 2024-05-29 | $2,425 | $109 | $2,316 | $2,316 | |
| 176.848 CREDIT SUISSE COMM RET ST-I | 2018-08-09 | 2024-05-29 | $4,259 | $5,166 | -$907 | -$907 | |
| 277.622 DFA INTL SMALL COMP | 2024-03-08 | 2024-05-29 | $5,583 | $5,464 | $119 | $119 | |
| 7. DIGITAL REALTY TRUST INC | 2016-08-31 | 2024-05-29 | $985 | $677 | $308 | $308 | |
| 89.784 GATEWAY FUND-Y | 2009-03-17 | 2024-05-29 | $3,837 | $1,994 | $1,843 | $1,843 | |
| 4. GOLDMAN SACHS GROUP INC | 2012-07-10 | 2024-05-29 | $1,828 | $374 | $1,454 | $1,454 | |
| 130.354 WCM FOCUSED INTL GROWTH-INST | 2019-02-01 | 2024-05-29 | $3,229 | $1,938 | $1,291 | $1,291 | |
| 12. MERCK & CO. INC. | 2022-10-28 | 2024-05-29 | $1,510 | $1,211 | $299 | $299 | |
| 3. MICROSOFT CORP | 2005-10-14 | 2024-05-29 | $1,290 | $74 | $1,216 | $1,216 | |
| 9. NVIDIA CORP | 2023-07-07 | 2024-05-29 | $10,303 | $3,875 | $6,428 | $6,428 | |
| 11. PROCTER & GAMBLE | 2010-03-04 | 2024-05-29 | $1,781 | $699 | $1,082 | $1,082 | |
| 12. J P MORGAN CHASE & CO | 2005-10-14 | 2024-07-02 | $2,500 | $408 | $2,092 | $2,092 | |
| 8. L3HARRIS TECHNOLOGIES INC | 2020-04-20 | 2024-07-02 | $1,787 | $1,591 | $196 | $196 | |
| 10. MARSH & MCLENNAN COS INC | 2021-09-24 | 2024-07-02 | $2,117 | $1,591 | $526 | $526 | |
| 4. PALO ALTO NETWORKS INC | 2019-12-02 | 2024-07-02 | $1,367 | $300 | $1,067 | $1,067 | |
| 12. REPUBLIC SERVICES INC | 2016-08-26 | 2024-07-02 | $2,320 | $612 | $1,708 | $1,708 | |
| 25. TJX COMPANIES INC | 2022-08-08 | 2024-07-02 | $2,757 | $1,593 | $1,164 | $1,164 | |
| 11. VALERO ENERGY CORP NEW | 2013-05-07 | 2024-07-02 | $1,742 | $432 | $1,310 | $1,310 | |
| 3. VERTEX PHARMACEUTICALS INC | 2022-10-28 | 2024-07-02 | $1,422 | $936 | $486 | $486 | |
| 18. ROPER TECHNOLOGIES INC | 2024-08-26 | $9,838 | $6,998 | $2,840 | $2,840 | ||
| 7. BOEING CO | 2024-05-29 | 2024-11-21 | $1,005 | $1,212 | -$207 | -$207 | |
| 27. BOEING CO | 2023-02-28 | 2024-11-21 | $3,878 | $5,455 | -$1,577 | -$1,577 | |
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,830 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,254 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $458 | 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 | WASHINGTON TRUST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5093533898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2127 SPOKANE WA | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992102127 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | WASHINGTON TRUST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PRIVATE BANKING - PO BOX 2127 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992102127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,838 | 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 | $945,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $958,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $958,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $944,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,054 | TotalTaxAmt |
| Distributable Before Adj | $46,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,166 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,166 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,356 | 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 | $45,356 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $810 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $810 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,964 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,964 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 |
|---|---|---|---|---|---|---|---|---|
| TRANSITIONAL PROGRAMS FOR WOMEN | ||||||||
| 3128 N HEMLOCK | SPOKANE | WA | 992052500 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| COMMUNITY COLLEGES OF SPOKANE FOUNDATION | ||||||||
| 501 N RIVERPOINT BLVD SUITE 203 | SPOKANE | WA | 992176000 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SISTER CITIES ASSOCIATION | ||||||||
| 9906 N RIDGECREST DR | SPOKANE | WA | 992089378 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| INLAND NORTHWEST LAND TRUST | ||||||||
| 35 W MAIN AVE STE 210 | SPOKANE | WA | 99201 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| HIP OF SPOKANE COUNTY | ||||||||
| 2001 N DIVISION | SPOKANDE | WA | 992072280 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPOKANE VALLEY PERFORMING ARTS CENTER | ||||||||
| PO BOX 1368 | SPOKANE VALLEY | WA | 99037 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| ANNA SCHINDLER FOUNDATION | ||||||||
| 6700 S STATELINE RD | POST FALLS | ID | 838546753 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| CHRIST KITCHEN | ||||||||
| 2410 N MONROE ST | SPOKANE | WA | 992053349 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPOKANE HOPE | ||||||||
| 1821 E SPRAGUE AVENUE STE A | SPOKANE | WA | 992023118 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPOKANE EASTSIDE REUNION ASSOC | ||||||||
| 3001 E 5TH AVE | SPOKANE | WA | 992024183 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| THE WAY TO JUSTICE | ||||||||
| PO BOX 7503 | SPOKANE | WA | 99207 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPARK CENTRAL | ||||||||
| 1214 W SUMMIT PKWY | SPOKANE | WA | 99201 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| WOMEN'S HEALING AND EMPOWERMENT NETWORK | ||||||||
| PO BOX 9637 | SPOKANE | WA | 99209 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| PROJECT BEAUTY SHARE | ||||||||
| 2718 E SPRAGUE AVE | SPOKANE | WA | 99202 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SPOKANE AIDS NETWORK | ||||||||
| 715 E SPRAGUE AVE SUITE 115 | SPOKANE | WA | 99202 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPOKANE VALLEY SUMMER THEATRE | ||||||||
| PO BOX 1365 | SPOKANE VALLEY | WA | 99037 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FRIENDS OF KSPS | ||||||||
| 3911 S REGAL ST | SPOKANE | WA | 99021 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| U-DISTRICT FOUNDATION MENTORING PROGRAM | ||||||||
| 730 N HAMILTON ST | SPOKANE | WA | 99202 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SPOKANE COPS | ||||||||
| 1702 N ASH ST | SPOKANE | WA | 99205 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SECOND HARVEST FOOD BANK OF THE INLAND N | ||||||||
| 1234 E FRONT AVE | Spokane | WA | 99202 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GONZAGA UNIVERSITY | ||||||||
| 502 E BOONE AVE | SPOKANE | WA | 99258 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| YMCA OF THE INLAND NORTHWEST | ||||||||
| 1126 N MONROE | SPOKANE | WA | 99201 | NONE | PC | PROGAM SUPPORT | $1,500 | |
| EASTERN WASHINGTON UNIVERSITY FOUNDATION | ||||||||
| 102 HARGREAVES HALL | CHENEY | WA | 99004 | NONE | PC | WIN PROGRAM SCHOLARSHIPS | $1,000 | M WESTFALL VP FOR UNV ADVANCEMENT |
| WASHINGTON STATE UNIVERSITY FOUNDATION | ||||||||
| 255 E MAIN SUITE 301 | PULLMAN | WA | 99164 | NONE | PC | PUBLIC SUPPORT | $1,000 | |
| YOUTH LEADERSHIP SPOKANE | ||||||||
| 801 W RIVERSIDE AVE SUITE 220 | SPOKANE | WA | 99201 | NONE | PC | SUPPORT FOR CIVIC | $1,500 | |
| NW MUSEUM OF ARTS & CULTURE | ||||||||
| 2316 W FIRST AVE | SPOKANE | WA | 99201 | NONE | PC | VISUAL THINKING STRATEGIES | $1,500 | |
| SPOKANE AREA CHILDREN'S CHORUS | ||||||||
| 411 S WASHINGTON ST | SPOKANE | WA | 99204 | NONE | PC | SUPPORT FOR THE ANNUAL | $1,500 | |
| WOMEN & CHILDREN'S FREE RESTAURANT | ||||||||
| 1408 N WASHINGTON ST | SPOKANE | WA | 99201 | NONE | PC | PROGRAM SUPPORT | $1,500 | & COMMUNITY KITCHEN |
| THE CITY GATE | ||||||||
| 170 S MADISON ST | Spokane | WA | 99201 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MOBIUS SCIENCE CENTER | ||||||||
| 808 W MAIN LL015 | SPOKANE | WA | 99201 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SPOKANE PARKS FOUNDATION | ||||||||
| PO BOX 812 | SPOKANE | WA | 992030127 | NONE | PC | SUPPORT FOR MAKE A SPLASH | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | 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 | $25,762 | 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 | $60,254 | 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 | $86,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,016 | 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 | CategoryTxt |
| Amt | $1,147 | Amt |
| Disbursements Charitable Prps | $1,147 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUST ON BASIS | $462 |
| ROUNDING | $2 |
| 2025 INCOME TAXED IN 2024 | $398 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND ADJUSTMENT | $12 |
| 2024 INCOME TAXED IN 2023 | $280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - PRIOR YR | $264 | $0 | $0 |
| FEDERAL ESTIMATES | $596 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $248 | $248 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $19 | $19 | $0 |