W F & BLANCHE E WEST EDUCATIONAL FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- W F & BLANCHE E WEST EDUCATIONAL FUND (EIN 91-6101769)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-22
- IRS object ID
- 202601129349100030
- Schema version
- 2025v4.0
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T14:01:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,104,119 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $154,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $222,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,104,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,608 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $377,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,968 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,984 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,984 | 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 | $9,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,815 | 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 |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $165,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,057 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $601,875 | CorporateStockBOYAmt |
| Other Investments BOY | $2,452,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,168,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,931,062 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,164,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,340,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,104,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,164,133 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,340,265 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,164,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,340,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,164,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,340,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,164,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $165,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,899 | OtherIncreasesAmt |
| Subtotal | $3,341,605 | SubtotalAmt |
| Other Decreases | $1,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,340,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7143.586 FIDELITY REAL ESTATE INCOME | 2022-10-06 | 2025-02-03 | $86,080 | $87,159 | -$1,079 | -$1,079 | |
| 492.979 AB SMALL CAP GROWTH | 2021-01-28 | 2025-03-04 | $33,000 | $44,467 | -$11,467 | -$11,467 | |
| 50. ALLSTATE CORP | 2019-10-31 | 2025-03-04 | $10,006 | $5,282 | $4,724 | $4,724 | |
| 80. AMAZON COMMUNICATIONS INC COMMON | 2020-03-19 | 2025-03-04 | $16,231 | $7,748 | $8,483 | $8,483 | |
| 50. APPLE INC COMMON | 2008-12-11 | 2025-03-04 | $11,878 | $178 | $11,700 | $11,700 | |
| 31. AUTODESK, INC | 2018-10-10 | 2025-03-04 | $8,272 | $4,246 | $4,026 | $4,026 | |
| 100. BANK AMER CORP | 2017-01-20 | 2025-03-04 | $4,285 | $2,263 | $2,022 | $2,022 | |
| 25. CATERPILLAR INC COMMON | 2017-01-20 | 2025-03-04 | $8,136 | $2,358 | $5,778 | $5,778 | |
| 40. CHEVRON CORPORATION COMMON | 2017-01-20 | 2025-03-04 | $6,113 | $4,621 | $1,492 | $1,492 | |
| 25. CROWDSTRIKE HOLDINGS | 2022-02-02 | 2025-03-04 | $9,616 | $4,429 | $5,187 | $5,187 | |
| 40. DATADOG, INC. | 2021-04-22 | 2025-03-04 | $4,523 | $3,402 | $1,121 | $1,121 | |
| 15. DEERE & CO | 2020-03-20 | 2025-03-04 | $6,828 | $1,698 | $5,130 | $5,130 | |
| 10. HCA HOLDINGS INC | 2018-10-10 | 2025-03-04 | $3,119 | $1,390 | $1,729 | $1,729 | |
| 25. HOME DEPOT INC. COMMON | 2019-10-31 | 2025-03-04 | $9,542 | $5,850 | $3,692 | $3,692 | |
| 10. INTUITIVE SURGICAL INC COMMON | 2017-01-20 | 2025-03-04 | $5,545 | $729 | $4,816 | $4,816 | |
| 45. JPMORGAN CHASE & CO COMMON | 2021-03-11 | 2025-03-04 | $11,253 | $6,939 | $4,314 | $4,314 | |
| 10. JOHNSON & JOHNSON COMMON | 2022-02-02 | 2025-03-04 | $1,669 | $1,729 | -$60 | -$60 | |
| 85. LAM RESH CORP | 2017-01-20 | 2025-03-04 | $6,498 | $954 | $5,544 | $5,544 | |
| 10. MCDONALDS CORP | 2020-07-22 | 2025-03-04 | $3,084 | $1,992 | $1,092 | $1,092 | |
| 50. MORGAN STANLEY | 2020-12-07 | 2025-03-04 | $6,104 | $3,203 | $2,901 | $2,901 | |
| 10. NETFLIX INC | 2017-01-20 | 2025-03-04 | $9,716 | $1,384 | $8,332 | $8,332 | |
| 70. PALO ALTO NETWORKS INC | 2020-08-06 | 2025-03-04 | $12,758 | $3,092 | $9,666 | $9,666 | |
| 20. PARKER-HANNIFIN | 2017-01-20 | 2025-03-04 | $12,471 | $2,853 | $9,618 | $9,618 | |
| 80. PHILLIPS 66 | 2021-08-26 | 2025-03-04 | $9,740 | $7,497 | $2,243 | $2,243 | |
| 20. PROCTER & GAMBLE CO COMMON | 2023-11-17 | 2025-03-04 | $3,527 | $3,022 | $505 | $505 | |
| 10. SALESFORCE.COM | 2014-06-11 | 2025-03-04 | $2,853 | $532 | $2,321 | $2,321 | |
| 10. SERVICENOW, INC. | 2021-08-26 | 2025-03-04 | $8,904 | $6,243 | $2,661 | $2,661 | |
| 25. STRYKER CORPORATION COMMON | 2019-10-31 | 2025-03-04 | $9,786 | $5,397 | $4,389 | $4,389 | |
| 15. VISA INC CLASS A | 2021-10-15 | 2025-03-04 | $5,313 | $1,984 | $3,329 | $3,329 | |
| 20. ACCENTURE PLC | 2022-02-02 | 2025-03-04 | $6,909 | $7,192 | -$283 | -$283 | |
| 27. LULULEMON ATHLETICA INC | 2019-07-12 | 2025-04-21 | $6,764 | $5,113 | $1,651 | $1,651 | |
| 53. NIKE INC CL B | 2025-03-04 | 2025-04-21 | $2,928 | $4,119 | -$1,191 | -$1,191 | |
| 127. NIKE INC CL B | 2020-07-22 | 2025-04-21 | $7,015 | $8,465 | -$1,450 | -$1,450 | |
| 2182.914 INVESCO OPPENHEIMER INT'L SMALL-MID CO F | 2020-07-22 | 2025-05-06 | $86,705 | $92,596 | -$5,891 | -$5,891 | |
| 1319.958 CALAMOS CONVERTIBLE FUND | 2025-02-03 | 2025-05-06 | $24,010 | $25,000 | -$990 | -$990 | |
| 8011.323 CALAMOS CONVERTIBLE FUND | 2022-10-06 | 2025-05-06 | $145,726 | $128,225 | $17,501 | $17,501 | |
| 15. DEERE & CO | 2020-03-20 | 2025-05-06 | $7,177 | $1,698 | $5,479 | $5,479 | |
| 100. ENPHASE ENERGY INC | 2023-11-27 | 2025-05-06 | $4,529 | $9,819 | -$5,290 | -$5,290 | |
| 5886.207 GOLDMAN SACHS MANAGED FUTURES | 2020-07-22 | 2025-05-06 | $50,621 | $59,538 | -$8,917 | -$8,917 | |
| 300. ISHARES MSCI EMERGING MKTS EX CHINA ET | 2021-10-18 | 2025-05-06 | $17,520 | $18,566 | -$1,046 | -$1,046 | |
| 560.616 CLEARBRIDGE INTERNATIONAL GROWTH | 2020-09-21 | 2025-05-06 | $40,000 | $32,774 | $7,226 | $7,226 | |
| 25. MICROSOFT CORP | 2008-12-11 | 2025-05-06 | $10,905 | $495 | $10,410 | $10,410 | |
| 20. NVIDIA CORP | 2019-04-22 | 2025-05-06 | $2,261 | $94 | $2,167 | $2,167 | |
| 30. PALO ALTO NETWORKS INC | 2020-08-06 | 2025-05-06 | $5,672 | $1,325 | $4,347 | $4,347 | |
| 10. PARKER-HANNIFIN | 2017-01-20 | 2025-05-06 | $6,166 | $1,427 | $4,739 | $4,739 | |
| 10. SERVICENOW, INC. | 2021-08-26 | 2025-05-06 | $9,721 | $4,362 | $5,359 | $5,359 | |
| 30. STRYKER CORPORATION COMMON | 2019-10-31 | 2025-05-06 | $11,318 | $6,477 | $4,841 | $4,841 | |
| 10. UNITED RENTALS | 2019-10-31 | 2025-05-06 | $6,542 | $1,326 | $5,216 | $5,216 | |
| 239.751 VICTORY SYCAMORE SMALL CAP OPPORTUNITY F | 2022-02-02 | 2025-05-06 | $10,000 | $11,862 | -$1,862 | -$1,862 | |
| 228.363 VICTORY SYCAMORE ESTABLISHED VALUE FUND | 2019-10-31 | 2025-05-06 | $10,000 | $9,152 | $848 | $848 | |
| 49. UNITED HEALTH GROUP INC COMMON | 2018-02-07 | 2025-05-16 | $13,426 | $8,194 | $5,232 | $5,232 | |
| 55. CROWN CASTLE INTERNATIONAL CORP COMMON | 2025-03-04 | 2025-06-23 | $5,624 | $5,243 | $381 | $381 | |
| 45. CROWN CASTLE INTERNATIONAL CORP COMMON | 2019-04-22 | 2025-06-23 | $4,602 | $4,915 | -$313 | -$313 | |
| 80. DOW INC COM | 2025-03-04 | 2025-06-23 | $2,146 | $2,879 | -$733 | -$733 | |
| 175. DOW INC COM | 2021-08-26 | 2025-06-23 | $4,695 | $5,650 | -$955 | -$955 | |
| 60. NVIDIA CORP | 2019-04-22 | 2025-06-23 | $8,625 | $283 | $8,342 | $8,342 | |
| 205. VERIZON COMMUNICATIONS COMMON | 2022-10-06 | 2025-06-23 | $8,643 | $9,726 | -$1,083 | -$1,083 | |
| 15. ABBOTT LABORATORIES COMMON | 2024-11-08 | 2025-07-16 | $1,979 | $1,753 | $226 | $226 | |
| 50. ALPHABET INC CLASS A | 2019-04-22 | 2025-07-16 | $9,153 | $3,124 | $6,029 | $6,029 | |
| 50. AMAZON COMMUNICATIONS INC COMMON | 2020-03-19 | 2025-07-16 | $11,154 | $2,206 | $8,948 | $8,948 | |
| 35. BANK AMER CORP | 2017-01-20 | 2025-07-16 | $1,609 | $792 | $817 | $817 | |
| 20. CATERPILLAR INC COMMON | 2017-01-20 | 2025-07-16 | $8,233 | $1,887 | $6,346 | $6,346 | |
| 15. DATADOG, INC. | 2021-04-22 | 2025-07-16 | $2,091 | $1,276 | $815 | $815 | |
| 20. WALT DISNEY COMPANY COMMON | 2022-02-02 | 2025-07-16 | $2,396 | $2,855 | -$459 | -$459 | |
| 250. ISHARES INC CORE MSCI EMKT ETF | 2023-02-28 | 2025-07-16 | $15,198 | $11,860 | $3,338 | $3,338 | |
| 75. LAM RESH CORP | 2017-01-20 | 2025-07-16 | $7,505 | $842 | $6,663 | $6,663 | |
| 85. NVIDIA CORP | 2019-04-22 | 2025-07-16 | $14,522 | $401 | $14,121 | $14,121 | |
| 15. PPG INDUSTRIES INC COMMON | 2020-12-03 | 2025-07-16 | $1,733 | $2,188 | -$455 | -$455 | |
| 15. VEEVA SYSTEM INC. | 2020-07-22 | 2025-07-16 | $4,222 | $3,866 | $356 | $356 | |
| 15. VERIZON COMMUNICATIONS COMMON | 2022-10-06 | 2025-07-16 | $618 | $569 | $49 | $49 | |
| 245.399 AB SMALL CAP GROWTH | 2024-07-10 | 2025-07-17 | $18,000 | $17,520 | $480 | $480 | |
| 4849.66 BLACKROCK EVENT DRIVEN EQUITY FUND | 2019-07-12 | 2025-07-17 | $50,000 | $47,478 | $2,522 | $2,522 | |
| 6625.892 BLACKROCK TOTAL RETURN K | 2017-02-16 | 2025-07-17 | $65,000 | $76,601 | -$11,601 | -$11,601 | |
| 196.592 VICTORY SYCAMORE SMALL CAP OPPORTUNITY F | 2021-01-28 | 2025-07-17 | $9,000 | $9,513 | -$513 | -$513 | |
| 193.673 VICTORY SYCAMORE ESTABLISHED VALUE FUND | 2017-11-14 | 2025-07-17 | $9,000 | $7,735 | $1,265 | $1,265 | |
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P | |||||
| CAPITAL GAIN DIVIDENDS | $25,717 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,608 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,310 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,310 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,750 | 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 | 10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,968 | 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 | $3,910,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,994,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,994,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,934,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,060 | TotalTaxAmt |
| Distributable Before Adj | $191,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,899 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,001 | 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 | $191,001 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,926 | 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 | $191,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,926 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,075 | 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 | $58,475 | 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 (44 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF HAWAII AT HILO | ||||||||
| FINANCIAL AID OFFICE | 200 W KAWILI ST | HILO | HI | 96720 | NONE | PC | SCHOLARSHIP | $1,000 |
| PORTLAND STATE UNIVERSITY | ||||||||
| PO BOX 851 | PORTLAND | OR | 97201 | NONE | PC | SCHOLARSHIP | $667 | |
| Colorado School of Mines | ||||||||
| 1301 19TH STREET | Golden | CO | 80401 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Evergreen Beauty College | ||||||||
| 2703 CAPITAL MALL DR SW | Olympia | WA | 98502 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Lane Community College | ||||||||
| 4000 EAST 30TH AVE | Eugene | OR | 97405 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Midway University | ||||||||
| 512 EAST STEPHENS STREET | Midway | KY | 40347 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Odessa College | ||||||||
| 201 W UNIVERSITY | Odessa | TX | 79764 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Ottawa University Arizona | ||||||||
| 15950 N CIVIC CENTER PLAZA | Surprise | AZ | 85374 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Texas Tech University | ||||||||
| 3601 4TH STREET MS 8310 | Lubbock | TX | 794308310 | NONE | PC | SCHOLARSHIP | $1,000 | |
| The Oregon Institute of Technology | ||||||||
| 3201 CAMPUS DRIVE | Klamath Falls | OR | 97601 | NONE | PC | SCHOLARSHIP | $1,000 | |
| University of Louisville | ||||||||
| 2211 S BROOK ST | Louisville | KY | 40292 | NONE | PC | SCHOLARSHIP | $1,000 | |
| West Texas A & M | ||||||||
| WTAMU BOX 60939 | Canyon | TX | 79016 | NONE | PC | SCHOLARSHIP | $1,000 | |
| PIERCE COMMUNITY COLLEGE | ||||||||
| 1601 39TH AVE SE | Puyallup | WA | 98374 | NONE | PC | SCHOLARSHIP | $2,000 | |
| 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 | $8,000 | |
| BETHLEHEM COLLEGE AND SEMINARY | ||||||||
| 720 13TH AVE S | Minneapolis | MN | 55415 | NONE | PC | SCHOLARSHIP | $1,000 | |
| AT STILL UNIVERSITY | ||||||||
| 5850 E STILL CIRCLE | MESA | AZ | 85206 | NONE | PC | SCHOLARSHIP | $1,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | NONE | PC | SCHOLARSHIP | $4,000 | |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||||
| 16300 OLD EMMITSBURG ROAD | EMMITSBURG | MD | 21727 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LIBERTY UNIVERSITY COLLEGE OF | ||||||||
| OSTEOPATHIC MEDICINE | 306 LIBERTY VIEW LN | LYNCHBURG | VA | 24502 | NONE | PC | SCHOLARSHIP | $1,000 |
| OREGON STATE UNIVERSITY | ||||||||
| 1500 SW JEFFERSON AVE | CORVALLIS | OR | 97331 | NONE | PC | SCHOLARSHIP | $4,000 | |
| SOUTHERN ADVENTIST UNIVERSITY | ||||||||
| ATTN STUDENT FINANCE | PO BOX 370 | COLLEGEDALE | TN | 37315 | NONE | PC | SCHOLARSHIP | $2,000 |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF IDAHO | ||||||||
| 709 S DEAKIN ST | MOSCOW | ID | 83844 | NONE | PC | SCHOLARSHIP | $1,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| D155 ASB | PROVO | UT | 84602 | NONE | PC | SCHOLARSHIP | $4,000 | |
| GONZAGA UNVIERSITY | ||||||||
| 502 EAST BOONE AVE | SPOKANE | WA | 99258 | NONE | PC | SCHOLARSHIP | $8,000 | |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | NONE | PC | SCHOLARSHIP | $5,000 | |
| SAINT MARTINS UNIVERSITY | ||||||||
| 500 ABBEY WAY SE | LACEY | WA | 98503 | NONE | PC | SCHOLARSHIP | $5,000 | |
| SEATTLE PACIFIC UNIVERSITY | ||||||||
| 3307 THIRD AVE W SUITE 114 | SEATTLE | WA | 98119 | NONE | PC | SCHOLARSHIP | $2,000 | |
| PACIFIC LUTHERAN UNIVERSITY | ||||||||
| FINANCIAL SERV HAUGE ADM BLD RM 102 | 12180 PARK AVE S | TACOMA | WA | 98447 | NONE | PC | SCHOLARSHIP | $4,000 |
| 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 | $3,000 | |
| CENTRALIA COLLEGE | ||||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | PC | SCHOLARSHIPS | $41,000 | |
| SOUTH PUGET SOUND COMMUNITY COLLEGE | ||||||||
| 2011 MOTTMAN RD SW | OLYMPIA | WA | 98512 | NONE | PC | SCHOLARSHIP | $1,000 | |
| WESTERN WASHINTON UNIVERSITY | ||||||||
| OLD MAIN 265 MS 9006 516 HIGH STR | BELLINGHAM | WA | 98225 | NONE | PC | SCHOLARSHIPS | $7,000 | |
| EASTERN WASHINGTON UNIVERSITY | ||||||||
| 333 EAGLE LN 102 SUTTON HALL | CHENEY | WA | 99004 | NONE | PC | SCHOLARSHIP | $6,000 | |
| WASHINGTON STATE UNIVERSITY | ||||||||
| LIGHTLY STUDENT SERVICE BLG RM 380 | 1815 WILSON RD PO BOX 641068 | PULLMAN | WA | 991641068 | NONE | PC | SCHOLARSHIPS | $26,000 |
| UNIVERSITY OF WASHINGTON | ||||||||
| OFFICE OF STUDENT FINANCIAL AID | PO BOX 355880 | SEATTLE | WA | 98195 | NONE | PC | SCHOLARSHIP | $17,000 |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN STREET | NEWBERG | OR | 97132 | NONE | PC | SCHOLARSHIP | $5,000 | |
| PACIFIC UNIVERSITY | ||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | NONE | PC | SCHOLARSHIP | $1,000 | |
| EASTERN OREGON UNIVERSITY | ||||||||
| ONE UNIVERSITY BLVD INLOW HALL | LA GRANDE | OR | 97850 | NONE | PC | SCHOLARSHIP | $1,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| SCHOOL OF MEDICINE | 11139 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | SCHOLARSHIP | $1,000 |
| CONCORDIA UNIVERSITY IRVINE | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,667 | 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 | $154,608 | 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 | $222,608 | 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 | $377,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,216 | 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 | $349 |
| DEPOSITS IN TRANSIT | $991 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP REFUNDS | Desc |
| Amt | $11,899 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $52 | $52 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,172 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,310 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $737 | $737 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,026 | $1,026 | $0 |