BEN & MYRTLE WALKLING MEMORIAL TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEN & MYRTLE WALKLING MEMORIAL TRUST (EIN 94-3166048)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-19
- IRS object ID
- 202301399349100610
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-19T17:19:08Z | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911308065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garnero Smith Hurd Miller | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 E 8TH ST | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | 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 | 943166048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALKLING MEMORIAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 3605823801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1588 | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM ANDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3605823801 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOM | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Duane Wolfe | PreparerPersonNm |
| PTIN | P00368993 | PTIN |
| Phone | 3604570436 | PhoneNum |
| Preparation | 2023-05-19 | PreparationDt |
| 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 | $2,698,173 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $640 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $640 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$97,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $419,780 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $54,347 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54,347 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,485 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,939 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,939 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $28,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,598 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,737 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $6,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,260 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $727 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,464 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,464 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,476 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,060 | CashBOYAmt |
| Cash EOY | $2,169 | CashEOYAmt |
| Cash EOYFMV | $2,169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,645 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,319 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,223 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,450 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,897,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,830,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,648,909 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,947,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,879,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,698,173 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $29,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $59,819 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $29,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,819 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,918,530 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,819,670 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,918,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,819,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,947,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,879,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,918,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,341 | OtherIncreasesAmt |
| Subtotal | $2,879,489 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,879,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CLMFX | P | 2021-05-18 | 2022-03-15 | $12,083 | $12,879 | -$796 | -$796 |
| WCMGX | P | 2021-12-03 | 2022-06-17 | $130,758 | $193,899 | -$63,141 | -$63,141 |
| PTBD | P | 2021-05-18 | 2022-06-17 | $17,544 | $20,731 | -$3,187 | -$3,187 |
| VIG | P | 2021-12-03 | 2022-10-28 | $43,548 | $47,130 | -$3,582 | -$3,582 |
| CLMFX | P | 2021-05-18 | 2022-06-17 | $6,176 | $7,194 | -$1,018 | -$1,018 |
| PTBD | P | 2021-05-18 | 2022-06-14 | $106,270 | $136,412 | -$30,142 | -$30,142 |
| PIMIX | P | 2016-05-10 | 2022-06-17 | $21,370 | $22,508 | -$1,138 | -$1,138 |
| PRWCX | P | 2012-12-14 | 2022-06-17 | $8,181 | $5,666 | $2,515 | $2,515 |
| PTIAX | P | 2018-06-11 | 2022-06-17 | $17,576 | $18,794 | -$1,218 | -$1,218 |
| PRWCX | P | 2011-10-10 | 2022-03-15 | $11,880 | $6,875 | $5,005 | $5,005 |
| SIFAX | P | 2012-04-09 | 2022-09-08 | $12,431 | $13,911 | -$1,480 | -$1,480 |
| SLLAX | P | 2010-12-03 | 2022-04-04 | $2,777 | $2,402 | $375 | $375 |
| SLGAX | P | 2010-12-03 | 2022-09-08 | $18,922 | $14,926 | $3,996 | $3,996 |
| SHYAX | P | 2010-10-04 | 2022-10-03 | $2,264 | $2,856 | -$592 | -$592 |
| SEITX | P | 2007-12-11 | 2022-12-29 | $8,000 | $11,121 | -$3,121 | -$3,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$97,524 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$67,519 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,716 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,716 | SubtotalAmt |
| Tax Based On Investment Income | $1,716 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,716 | TaxDueAmt |
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 | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOLLY ROCKWELLIRWIN | IndividualWithBooksNm |
| Phone | 3604576129 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 W 7TH ST | AddressLine1Txt |
| City | Port Angeles | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98363 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VICKI CORSON | ||||||
| 332 BENSON ROAD | Port Angeles | WA | 98363 | CHAIRMAN | 5.00 | $0 |
| TOM ANDERSON | ||||||
| 325 WEST 15TH ST | Port Angeles | WA | 98362 | SECRETARY | 5.00 | $0 |
| GWYN CALLIS | ||||||
| 1215 EAST 6TH ST | Port Angeles | WA | 98362 | DIRECTOR | 2.00 | $0 |
| DAWN SHIDELER | ||||||
| 403 SOUTH PEABODY | Port Angeles | WA | 98362 | DIRECTOR | 2.00 | $0 |
| K PENNY SANDERS | ||||||
| PO BOX 1719 | Port Angeles | WA | 98362 | DIRECTOR | 2.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GRANT FOR MEDICAL RELATED ACTIVITIES LOCATED IN CLALLAM COUNTY WASHINGTON THROUGH CCPS AND MEDICAL RELATED SCHOLARSHIPS | Description1Txt |
| Expenses1 | $7,000 | Expenses1Amt |
| Description2 | EDUCATIONAL COLLEGE SCHOLARSHIPS PAID TO GRADUATES OF PORT ANGELES HIGH SCHOOL AND OUTLYING AREAS | Description2Txt |
| Expenses2 | $55,000 | Expenses2Amt |
| Description3 | CHARITABLE GRANTS TO NON-PROFIT ORGANIZATIONS IN CLALLAM COUNTY WASHINGTON TO ASSIST WITH NEW PROGRAMS AND CAPITAL IMPROVEMENTS | Description3Txt |
| Expenses3 | $28,870 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,992,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,034,548 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,034,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,989,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,716 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,260 | IncomeTaxAmt |
| Total Tax | $7,976 | TotalTaxAmt |
| Distributable Before Adj | $141,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $141,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $141,476 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,476 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $91,322 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,415 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $111,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,870 | QualifyingDistributionsAmt |
| Total Corpus | $111,737 | TotalCorpusAmt |
| Undistributed Income CY | $141,476 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,737 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY IRWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1588 | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3605656062 | RecipientPhoneNum |
| Form And Info And Materials | CHARITABLE & MEDICAL GRANTS ARE CONSIDERED ANNUALLY, SCHOLARSHIP APPLICATIONS ARE COMPLETED WITH SCHOOL SCHOLARSHIP NOTEBOOKS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOOL YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CLALLAM COUNTY. NO RECURRING ITEMS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CONCERNED CITIZENS | |||||
| 1601 E FRONT ST | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $3,000 |
| FIRST STEP FAMILY SUPPORT CENTER | |||||
| PO BOX 249 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $1,000 |
| HURRICANE RIDGE SKI PATROL | |||||
| PO BOX 3049 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $3,000 |
| OLYMPIC NATURE EXPERIENCE | |||||
| PO BOX 688 | Carlsborg | WA | 98324 | PROGRAM SUPPORT | $2,000 |
| PORT ANGELES BAND BOOSTERS | |||||
| PO BOX 273 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,000 |
| PENINSULA FRIENDS OF ANIMALS | |||||
| 257509 HWY 101 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,000 |
| PORT ANGELES PUMP TRACK | |||||
| 403 S LINCOLN ST PMB4 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,000 |
| THE ANSWER FOR YOUTH | |||||
| PO BOX 633 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $1,870 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | |||||
| 829 EAST 8TH ST | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,000 |
| JOYCE COMMUNITY EDUCATION FOUNDATIO | |||||
| PO BOX 20 | Joyce | WA | 98343 | PROGRAM SUPPORT | $1,000 |
| MANNA | |||||
| 139 WEST 8TH ST | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,000 |
| CLALLAM PROMISE SCHOLARSHIP | |||||
| 1502 EAST LAURIDSEN BLVD | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,000 |
| VARIOUS STUDENTS | |||||
| PO BOX 1588 | Port Angeles | WA | 98362 | SCHOLARSHIPS | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,870 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| VARIOUS STUDENTS | |||||
| PO BOX 1588 | Port Angeles | WA | 98362 | SCHOLARSHIPS | $22,500 |
| CLALLAM FIRE RESCUE | |||||
| PO BOX 1391 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $4,362 |
| CONCERNED CITIZENS | |||||
| PO BOX 1787 | Forks | WA | 98331 | PROGRAM SUPPORT | $5,000 |
| PORT ANGELES EDUCATION FOUNDATION | |||||
| PO BOX 787 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $1,500 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | |||||
| 829 EAST 8TH ST | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,357 |
| PORT ANGELES ARTS COUNCIL | |||||
| PO BOX 3237 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,500 |
| PORT ANGELES FOOD BANK | |||||
| 632 N OAKRIDGE DRIVE | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $5,000 |
| CONCERNED CITIZENS | |||||
| PO BOX 1787 | Forks | WA | 98331 | PROGRAM SUPPORT | $3,000 |
| HEALTHY FAMILIES OF CLALLAM COUNTY | |||||
| 1210 EAS FRONT ST SUITE C | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,500 |
| NORTH OLYMPIC LIBRARY SEQUIM | |||||
| 630 N SEQUIM AVE | Vancouver | WA | 98682 | PROGRAM SUPPORT | $2,000 |
| OLYMPIC NATURE EXPERIENCE | |||||
| PO BOX 688 | Carlsborg | WA | 98324 | PROGRAM SUPPORT | $1,000 |
| OLYMPIC PENINSULA EXTENDED NEEDS | |||||
| 222 WEST PARK AVE | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,000 |
| PAHS BANK BOOSTERS | |||||
| PO BOX 237 | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,000 |
| RAINFOREST COUNCIL FOR THE ARTS | |||||
| PO BOX 153 | Forks | WA | 98331 | PROGRAM SUPPORT | $600 |
| SEQUIM FOOD BANK | |||||
| PO BOX 1453 | Sequim | WA | 98382 | PROGRAM SUPPORT | $1,500 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | |||||
| 829 EAST 8TH ST | Port Angeles | WA | 98362 | PROGRAM SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $62,819 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $640 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$97,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,961 | TotalIncomeProducingActyAmt |
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 SERVICES | CategoryTxt |
| Amt | $1,939 | Amt |
| Net Investment Income | $1,939 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,223 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,450 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 555.82 QQQ | $72,177 | $148,004 |
| 707.328 VIG | $115,579 | $107,408 |
| 7145.102 CIPIX | $146,872 | $149,547 |
| 13552.746 CLMFX | $146,215 | $109,506 |
| 9876.226 GLIFX | $157,388 | $140,242 |
| 11590.698 PIMIX | $132,074 | $119,964 |
| 4873.302 PCBIX | $125,040 | $152,047 |
| 6887.15 PRWCX | $201,412 | $204,755 |
| 6711.932 TFAIX | $60,674 | $60,475 |
| 6177.837 TSTIX | $59,672 | $59,060 |
| 6084.403 PTIAX | $136,053 | $116,090 |
| 13470.67 TRLVX | $154,041 | $127,433 |
| 6173.21 SDYAX | $70,557 | $83,338 |
| 7482.71 SITEX | $77,013 | $60,460 |
| 4819.09 SIEMX | $52,408 | $47,805 |
| 8007.81 SEOXX | $8,008 | $8,008 |
| 13548.8 SHYAX | $95,736 | $73,164 |
| 19718.15 SEITX | $185,137 | $197,576 |
| 15171.45 SLGAX | $208,288 | $192,526 |
| 37702.44 SAAAX | $359,533 | $252,229 |
| 3654.29 SIOAX | $38,977 | $34,350 |
| 13599.87 SIFAX | $128,966 | $109,479 |
| 4917.18 SMSAX | $48,828 | $44,894 |
| 4327.85 SLLAX | $49,804 | $50,549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $515 | $515 | |
| POST OFFICE BOX RENT | $424 | $212 | $212 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $54,347 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54,347 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR PRIOR PLEDGED GRANTS | Desc |
| Amt | $28,341 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HOLLY IRWIN | $3,475 | $1,738 | $1,737 |
| DA DAVIDSON | $13,466 | $13,466 | |
| SEI | $11,394 | $11,394 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,260 | Amt |
| Net Investment Income | $6,260 | NetInvestmentIncomeAmt |