PEAKCU FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEAKCU FOUNDATION (EIN 37-1768613)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349106140
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T20:04:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | 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 | 371768613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWINSTAR COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWIN | BusinessNameControlTxt |
| Phone | 3609234564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | OLYMPIA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE KRESL | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 3609234564 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURIE | PersonFirstNm |
| Person Last | KRESL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA HANGSLEBEN | PreparerPersonNm |
| PTIN | P02087031 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $194,065 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $303,599 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,762 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,116 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,058 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,058 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,476 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,238 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,314 | CashBOYAmt |
| Cash EOY | $185,431 | CashEOYAmt |
| Cash EOYFMV | $185,431 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,634 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $21,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $194,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $194,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,065 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TWINSTARCU.COM/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWINSTAR CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3609234564 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 INTELCO LOOP SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE KRESL | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | CHAIR | 1.00 | $0 | $0 | $0 |
| JEFFREY KENNEDY | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| KIM STEEPY | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| JANEY HANSON | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| TINA DAVIS | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| DEVIN BOYD | ||||||||
| 4501 INTELCO LOOP SE | LACEY | WA | 98503 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,596 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,596 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,659 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,659 | 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 | $121,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $121,659 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURIE KRESL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 INTELCO LOOP SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3609234595 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS DEVELOPED AND APPROVED THE FOLLOWING OBJECTIVE AND NONDISCRIMINATORY CRITERIA FOR THE SELECTION OF INDIVIDUAL GRANT RECIPIENTS, WHICH ARE DESIGNED TO IDENTIFY THOSE INDIVIDUALS WHO HAVE THE GREATEST NEED FOR THE FOUNDATION'S ASSISTANCE, A DEMONSTRATED ABILITY TO FURTHER THE FOUNDATION'S TAX-EXEMPT PURPOSES, AND/OR WHO SHOW STRONG POTENTIAL TO SUCCEED. INDIVIDUAL GRANT RECIPIENTS ARE SELECTED ON THE BASIS OF: - MEMBERSHIP WITH TWINSTAR CREDIT UNION; - FINANCIAL NEED; - PRIOR ACADEMIC PERFORMANCE, FOR SCHOLARSHIP OR FELLOWSHIP GRANTS; - RECOMMENDATIONS FROM INSTRUCTORS, FOR SCHOLARSHIP OR FELLOWSHIP GRANTS; - DEMONSTRATED EXCELLENCE IN THEIR APPLICABLE FIELDS, FOR PRIZES OR AWARDS OR GRANTS TO ACHIEVE A SPECIFIC OBJECTIVE OR DEVELOP A SPECIFIC SKILL; AND - A WRITTEN STATEMENT OR PERSONAL INTERVIEW WHICH PROVIDES THE FOUNDATION WITH RELEVANT INFORMATION AS TO THE APPLICANT'S MOTIVATION, CHARACTER, ABILITY, ACHIEVEMENT, POTENTIAL, AND PLANS FOR THE FUTURE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | MEMBERSHIP WITH TWINSTAR CREDIT UNION, ACCREDITED COLLEGE DEGREED PROGRAM; FINANCIAL NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NAPAVINE SCHOOL DISTRICT | |||||||
| PO BOX 840 | NAPAVINE | WA | 98565 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $2,205 |
| NORTH THURSTON PUBLIC SCHOOLS | |||||||
| 305 COLLEGE ST NE | OLYMPIA | WA | 98516 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $4,935 |
| ADNA SCHOOL DISTRICT | |||||||
| PO BOX 118 | ADNA | WA | 98522 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $1,371 |
| NORTH BEACH SCHOOL DISTRICT | |||||||
| PO BOX 159 | OCEAN SHORES | WA | 98569 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $315 |
| RAINIER SCHOOL DISTRICT | |||||||
| 207 CENTRE ST | RAINIER | WA | 98576 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| RIDGEFIELD SCHOOL DISTRICT | |||||||
| 510 PIONEER STREET | RIDGEFIELD | WA | 98642 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $894 |
| HOQUIAM SCHOOL DISTRICT | |||||||
| 325 W CHENAULT AVE | HOQUIAM | WA | 98550 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $315 |
| VANCOUVER PUBLIC SCHOOLS | |||||||
| PO BOX 8937 | VANCOUVER | WA | 98558 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $315 |
| ABERDEEN SCHOOL DISTRICT | |||||||
| 216 NORTH G STREET | ABERDEEN | WA | 98520 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $4,580 |
| GRIFFIN SCHOOL DISTRICT | |||||||
| 6530 33RD AVE NW | OLYMPIA | WA | 98502 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $843 |
| TENINO SCHOOL DISTRICT | |||||||
| PO BOX 4024 | TENINO | WA | 98589 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $945 |
| TUMWATER SCHOOL DISTRICT | |||||||
| 621 LINWOOD AVENUE SW | TUMWATER | WA | 98512 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $2,520 |
| ROCHESTER SCHOOL DISTRICT | |||||||
| 10140 HIGHWAY 12 SW | ROCHESTER | WA | 98579 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $1,256 |
| YELM COMMUNITY SCHOOLS | |||||||
| PO BOX 476 | YELM | WA | 98597 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $3,636 |
| BETHEL SCHOOL DISTRICT | |||||||
| 516 176TH STREET E | SPANAWAY | WA | 98387 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| CEDAR RIVER MONTESSORI SCHOOL | |||||||
| 15828 SE JONES RD | RENTON | WA | 98058 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $264 |
| EVALINE SCHOOL DISTRICT | |||||||
| 111 SCHOOLHOUSE RD | WINLOCK | WA | 98596 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| EVERGREEN PUBLIC SCHOOLS | |||||||
| 983 BOISTFORT ROAD | CURTIS | WA | 98538 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| GRAYS HARBOR ADVENTIST CHRISTIAN SCHOOL | |||||||
| 1216 STATE ROUTE 12 | MONTESANO | WA | 98563 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $264 |
| MOLALLA SCHOOL DISTRICT | |||||||
| PO BOX 188 | MOLALLA | OR | 97038 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $264 |
| MONTESANO SCHOOL DISTRICT | |||||||
| 502 E SPRUCE AVE | MONTESANO | WA | 98563 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| MOSSYROCK SCHOOL DISTRICT | |||||||
| 545 WILLIAMS STREET | MOSSYROCK | WA | 98564 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $264 |
| OCASTA SCHOOL DISTRICT | |||||||
| 2580 S MONTESANO ST | WESTPORT | WA | 98595 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $528 |
| OLYMPIA SCHOOL DISTRICT | |||||||
| 111 BETHEL ST NE | OLYMPIA | WA | 98506 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $3,432 |
| TACOMA PUBLIC SCHOOLS | |||||||
| 601 SO 8TH ST | TACOMA | WA | 98405 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $264 |
| WINLOCK SCHOOL DISTRICT | |||||||
| PO BOX 188 | RANDLE | WA | 98377 | NONE | GOV | CLASSROOM CASH FOR TEACHERS | $1,320 |
| TUMWATER SCHOOL DISTRICT | |||||||
| 621 LINWOOD AVENUE SW | TUMWATER | WA | 98512 | NONE | GOV | LUNCHROOM DEBT | $2,122 |
| YELM COMMUNITY SCHOOLS | |||||||
| PO BOX 476 | YELM | WA | 98597 | NONE | GOV | LUNCHROOM DEBT | $19,035 |
| COSMOPOLIS SCHOOL DISTRICT | |||||||
| PO BOX 479 | COSMOPOLIS | WA | 98573 | NONE | GOV | LUNCHROOM DEBT | $232 |
| MCCLEARY SCHOOL DISTRICT | |||||||
| 611 SO MAIN ST | MCCLEARY | WA | 98557 | NONE | GOV | LUNCHROOM DEBT | $328 |
| ADNA SCHOOL DISTRICT | |||||||
| PO BOX 118 | ADNA | WA | 98522 | NONE | GOV | LUNCHROOM DEBT | $4,651 |
| GRIFFIN SCHOOL DISTRICT | |||||||
| 6530 33RD AVE NW | OLYMPIA | WA | 98502 | NONE | GOV | LUNCHROOM DEBT | $288 |
| WISHKAH SCHOOL DISTRICT | |||||||
| 4640 WISHKAH ROAD | ABERDEEN | WA | 98520 | NONE | GOV | LUNCHROOM DEBT | $1,020 |
| NORTH THURSTON SCHOOL DISTRICT | |||||||
| 305 COLLEGE STREET NE | LACEY | WA | 98516 | NONE | GOV | LUNCHROOM DEBT | $13,895 |
| MONTESANO SCHOOL DISTRICT | |||||||
| 502 E SPRUCE AVE | MONTESANO | WA | 98563 | NONE | GOV | LUNCHROOM DEBT | $597 |
| OLYMPIA SCHOOL DISTRICT | |||||||
| 111 BETHEL ST NE | OLYMPIA | WA | 98506 | NONE | GOV | LUNCHROOM DEBT | $7,000 |
| CHEHALIS SCHOOL DISTRICT | |||||||
| 310 SW 16TH STREET | CHEHALIS | WA | 98532 | NONE | GOV | LUNCHROOM DEBT | $6,271 |
| HANADIA HUDSPETH | |||||||
| 5525 COLLEGE GLEN LOOP APT C-201 | LACEY | WA | 98503 | NONE | I | DAYCARE | $2,550 |
| TREVOR GAFFNEY UNIVERSITY OF WASHIN | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| NEVAEH QUI WESTERN WASHINGTON UNIVE | |||||||
| 516 HIGH STREET | BELLINGHAM | WA | 98225 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| LAUREN BURNETT GRAND CANOYON UNIVER | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| JASMINE RENTERIA GRAY'S HARBOR COLL | |||||||
| 1620 EDWARD P SMITH DR | ABERDEEN | WA | 98520 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| DANAH YUN UNIVERSITY OF SOUTHERN CA | |||||||
| 700 CHILDS WAY | LOS ANGELES | WA | 90089 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| HALI BRADSHAW GRAYS HARBOR COLLEGE | |||||||
| 1620 EDWARD P SMITH DR | ABERDEEN | WA | 98520 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| KRYSTAL BERTEAUX GRAYS HARBOR COLLE | |||||||
| 1620 EDWARD P SMITH DR | ABERDEEN | WA | 98520 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| LIZETH RODRIGUEZ-ULLOA UNIVERSITY O | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| MAIA CHANEY EASTERN WASHINGTON UNIV | |||||||
| 526 5TH STREET | CHENEY | WA | 99004 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| NORMA HERNANDEZ DIAZ CENTRALIA COLL | |||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| NATASHA SLINAS-WOOD CENTRALIA COLLE | |||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| MERRYN BRUNER UNIVERSITY OF MISSISS | |||||||
| PO BOX 1848 | UNIVERSITY | MS | 38677 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| ELIZABETH COPELAND BRIGHAM YOUNG UN | |||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| CLARA BLEDSOE UNIVERSITY OF WASHING | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| BRAXTON WILLIAMS CENTRALIA COLLEGE | |||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | I | HIGHER LEARNING SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,359 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS REVENUE | $2,428 |
| SCHOLARSHIP REFUNDS | $1,334 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,762 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,774 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | OTHER INCOME |
| 11B | SCHOLARSHIP REFUNDS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWINSTAR CREDIT UNION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 INTELCO LOOP SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $302,249 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $2,476 | Amt |
| Net Investment Income | $1,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,238 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PREAPPROVAL OF SCHOLARSHIP PROCEDURES | IdentifierTxt |
| Form And Line Reference | FORM 990 PF, PART VI-B, LINE 5D | FormAndLineReferenceDesc |
| Medium Explanation | TAX PERIOD ENDING 12/31/22 WAS THE FIRST YEAR TAXPAYER WAS A PRIVATE FOUNDATION AND NOT A PUBLIC CHARITY. PER THE IRS FORM 8940 INSTRUCTIONS, A PUBLIC CHARITY THAT HAS BECOME A PRIVATE FOUNDATION INDICATES ITS NEW PRIVATE FOUNDATION STATUS SIMPLY BY FILING A FORM 990-PF. DURING THE 2022 TAX PERIOD, TAXPAYER MADE A FORM 8940 SUBMISSION TO RECEIVE PREAPPROVAL OF SCHOLARSHIP PROCEDURES DESCRIBED IN 4945(G). IN 2023, THE IRS NOTIFIED TAXPAYER THAT IT REFUSED TO RULE AS THE REQUEST WAS A REQUEST FOR A CLASSIFICATION OR RECLASSIFICATION OF PRIVATE FOUNDATION STATUS AS DESCRIBED IN SECTION 3 OF REVENUE PROCEDURE 2023-5. HOWEVER, NO RULING FOR DETERMINATION STATUS WAS REQUESTED, JUST THE PREAPPROVAL OF INDIVIDUAL GRANTMAKING PROCEDURES. SINCE THERE IS NO MECHANISM TO TRIGGER THE CHANGE IN PUBLIC CHARITY STATUS ON THE IRS BMF UNTIL FILING ITS FIRST FORM 990-PF, TAXPAYER WILL RESUBMIT THE FORM 8940 REQUEST AS SOON AS ITS BMF CLASSIFICATION IS UPDATED FROM PUBLIC CHARITY STATUS TO PRIVATE FOUNDATION STATUS. FOR TAX PERIOD 2022, TAXPAYER WILL REQUEST RETROACTIVE RELIEF UNDER SECTION 9100 IF NECESSARY ALONG WITH ITS FORM 8940 REQUEST, AS TAXPAYER MADE A TIMELY REQUEST FOR APPROVAL AND ANY INTERESTS OF THE GOVERNMENT WILL NOT BE PREJUDICED BY THE RELIEF. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,116 | LegalFeesAmt |
| Net Investment Income | $5,058 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,058 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS REVENUE | $2,428 | $2,428 |
| SCHOLARSHIP REFUNDS | $1,334 | $1,334 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWINSTAR CREDIT UNION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 INTELCO LOOP SE | AddressLine1Txt |
| City | LACEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98503 | ZIPCd |
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