BETA

BECU FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BECU FOUNDATION (EIN 91-1703337)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349108086
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T17:55:06-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810987947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAUSER JONES & SAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110940 NE 33RD PLACE SUITE 100AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911703337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BECU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBECUBusinessNameControlTxt
Phone2064395700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR S MSC 1011-1AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP981683309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA DIXONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2064395700PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastDIXONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDSEY SAS CPAPreparerPersonNm
PTINP01620141PTIN
Phone4258891778PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,397,710FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,942,811ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,065InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,065InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,088DividendsRevAndExpnssAmt
Dividends Net Invst Incm$117,088DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,922NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,902,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,043,042TotalRevAndExpnssAmt
Total Net Invst Incm$120,153TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,662AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,332AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$21,330AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$288,879OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80,429OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$353,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,330TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,256,379ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,256,379ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,610,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,761TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,279,709TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$433,015ExcessRevenueOverExpensesAmt
Net Investment Income$34,392NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$412,369CashBOYAmt
Cash EOY$722,503CashEOYAmt
Cash EOYFMV$722,503CashEOYFMVAmt
Acct Rcvbl$107,612AcctRcvblAmt
Acct Rcvbl BOY$16,955AcctRcvblBOYAmt
Acct Rcvbl EOY$107,612AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$107,612AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$8,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,740PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,740PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,141,361USGovernmentObligationsBOYAmt
US Government Obligations EOY$976,959USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$976,959USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,698,262CorporateStockBOYAmt
Corporate Stock EOY$3,494,201CorporateStockEOYAmt
Corporate Stock EOYFMV$3,494,201CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,192,327CorporateBondsBOYAmt
Corporate Bonds EOY$1,092,469CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,092,469CorporateBondsEOYFMVAmt
Other Assets BOY$43,157OtherAssetsBOYAmt
Other Assets EOY$226OtherAssetsEOYAmt
Other Assets EOYFMV$226OtherAssetsEOYFMVAmt
Total Assets BOY$6,512,431TotalAssetsBOYAmt
Total Assets EOY$6,397,710TotalAssetsEOYAmt
Total Assets EOYFMV$6,397,710TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,269AccountsPayableBOYAmt
Accounts Payable EOY$246,489AccountsPayableEOYAmt
Total Liabilities BOY$5,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$246,489TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,444,043NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,607,503NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,063,119DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,543,718DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,507,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,151,221TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,512,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,397,710TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,507,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$433,015ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,940,177SubtotalAmt
Other Decreases$788,956OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,151,221TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - ST2022-01-012022-12-31$1,687,011$1,731,193-$44,182-$44,182
PUBLICLY TRADED SECURITIES - LT2020-12-312022-12-31$2,215,491$2,191,278$24,213$24,213
CAPITAL GAIN DISTRIBUTION2020-12-312022-12-31$47$47$47
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,922CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$44,182NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$478InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$478SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$478TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$682OverpaymentAmt
Applied To ES Tax$682AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BECU.ORGWebsiteAddressTxt
Individual With BooksGLORIA DIXONIndividualWithBooksNm
Phone2064395700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR S MSC 1011-1AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98168ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE FLORSHEIM
12770 GATEWAY DR STUKWILAWA98168PRESIDENT1.00$0$0$0
ANDREA MAIN
12770 GATEWAY DR STUKWILAWA98168VICE PRESIDENT1.00$0$0$0
ROGER MAULDIN
12770 GATEWAY DR STUKWILAWA98168TREASURER1.00$0$0$0
DENIS FARMER
12770 GATEWAY DR STUKWILAWA98168SECRETARY1.00$0$0$0
GLORIA DIXON
12770 GATEWAY DR STUKWILAWA98168EXECUTIVE DIRECTOR1.00$0$0$0
TISHA HELD
12770 GATEWAY DR STUKWILAWA98168MANAGER1.00$0$0$0
LEANNE MOSS
12770 GATEWAY DR STUKWILAWA98168MEMBER AT LARGE1.00$0$0$0
DARRELL POWELL
12770 GATEWAY DR STUKWILAWA98168MEMBER AT LARGE1.00$0$0$0
FAALUAINA PRITCHARD
12770 GATEWAY DR STUKWILAWA98168MEMBER AT LARGE1.00$0$0$0
JENNIFER TEUNON
12770 GATEWAY DR STUKWILAWA98168MEMBER AT LARGE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,611,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,611,918AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$111,578FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,334,654TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,334,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,020CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,224,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$361,232MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$361,232MinimumInvestmentReturnAmt
Tax Based On Investment Income$478TaxBasedOnInvestmentIncomeAmt
Total Tax$478TotalTaxAmt
Distributable Before Adj$360,754DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$360,754DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$360,754DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,279,709ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,279,709QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$360,754DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$116,612ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,978ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$212,670ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$265,545ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$443,337ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,088,142TotalExcessDistributionCyovAmt
Qualifying Distributions$2,279,709QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$360,754AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,918,955RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,007,097TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$116,612ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,890,485ExcessDistriCyovToNextYrAmt
Excess From Year4$49,978ExcessFromYear4Amt
Excess From Year3$212,670ExcessFromYear3Amt
Excess From Year2$265,545ExcessFromYear2Amt
Excess From Year1$443,337ExcessFromYear1Amt
Excess From Current Year$1,918,955ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGLORIA DIXONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR SAddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98168ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2064395700RecipientPhoneNum
Form And Info And MaterialsFORM IS AVAILABLE ONLINE JANUARY 1ST AT WWW.BECU.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31STSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
REFUGEE ARTISAN INITIATIVE
12337 LAKE CITY WAY NESEATTLEWA98125PCGREEN EQUITY INITIATIVE$100,000
BIKE WORKS
3715 S HUDSON STREET SUITE 101SEATTLEWA98118PCGREEN EQUITY INITIATIVE$80,000
BLACK FARMERS COLLECTIVE
1114 31ST AVENUE SSEATTLEWA98144PCGREEN EQUITY INITIATIVE$90,000
CENTER FOR INCLUSIVE ENTREPRENEURSHIP
13925 INTERURBAN AVENUE S SUITE 100SEATTLEWA98168PCGREEN EQUITY INITIATIVE$90,000
EARTHGEN
4649 SUNNYSIDE AVENUE NSUITE 305SEATTLEWA98103PCGREEN EQUITY INITIATIVE$90,000
EMERALD CITIES COLLABORATIVE
1140 CONNECTICUT AVENUE STE 900BWASHINGTONDC20036PCGREEN EQUITY INITIATIVE$90,000
FORTERRA NW
PO BOX 4189SEATTLEWA98194PCGREEN EQUITY INITIATIVE$10,000
HARBOR WILDWATCH
3207 HARBORVIEW DRIVEGIG HARBORWA98335PCGREEN EQUITY INITIATIVE$90,000
MINI MART CITY PARK
6525 ELLIS AVENUE SSEATTLEWA98108PCGREEN EQUITY INITIATIVE$10,000
NORTHWEST INNOVATION RESOURCE CENTER
2200 RIMLAND DRIVE SUITE 210BELLINGHAMWA98226PCGREEN EQUITY INITIATIVE$10,000
OUR CLIMATE EDUCATION FUND
1 THOMAS CIRCLE NW SUITE 700WASHINGTON DCWA20005PCGREEN EQUITY INITIATIVE$80,000
SEATTLE GOOD BUSINESS NETWORK
1143 MARTIN LUTHER KING JR WAY 77SEATTLEWA98122PCGREEN EQUITY INITIATIVE$10,000
SPOKANE NEIGHBORHOOD ACTION PARTNERS
3102 WEST FORT GEORGE WRIGHT DRIVESPOKANEWA99224PCGREEN EQUITY INITIATIVE$15,000
WASHINGTON WILD
305 NORTH 83RD STREETSEATTLEWA98103PCGREEN EQUITY INITIATIVE$100,000
KING COUNTY BAR FOUNDATION
1200 5TH AVENUE SUITE 700SEATTLEWA98101PCHOUSING STABILITY GRANT$100,000
SOLID GROUND WASHINGTON
1501 N 45TH STREETSEATTLEWA98103PCHOUSING STABILITY GRANT$100,000
MULTI-SERVICE CENTER
1200 S 336TH STREETFEDERAL WAYWA98003PCHOUSING STABILITY GRANT$100,000
BYRD BARR PLACE
722 18TH AVENUESEATTLEWA98122PCHOUSING STABILITY GRANT$100,000
EL CENTRO DE LA RAZA
2524 16TH AVENUE SSEATTLEWA98144PCHOUSING STABILITY GRANT$100,000
SPOKANE NEIGHBORHOOD ACTION PARTNERS
3102 W WHISTALKS WAYSPOKANEWA99224PCHOUSING STABILITY GRANT$100,000
REBUILDING TOGETHER SOUTH SOUND
4019 S ORCHARD STREETACOMAWA98516PCHOUSING STABILITY GRANT$100,000
NORTHWEST JUSTICE PROJECT
401 2ND AVENUE S SUITE 407SEATTLEWA98104PCHOUSING STABILITY GRANT$100,000
PARKVIEW SERVICES
4720 200TH STREET SW SUITE 200LYNNWOODWA98036PCHOUSING STABILITY GRANT$10,000
NEIGHBORS TOGETHER INC
2105 COSGROVE AVENUENORTH CHARLESTONSC29405HOUSING STABILITY GRANT$10,000
FREEDOM CHURCH OF JESUS CHRIST WORLDWIDE
7817 S 125TH STREETSEATTLEWA98178PCHOUSING STABILITY GRANT$10,000
INTERIM COMMUNITY DEVELOPMENT ASSOCIATION
310 MAYNARD AVENUE SSEATTLEWA98104PCHOUSING STABILITY GRANT$10,000
MI CENTRO
1208 S 10TH STREETTACOMAWA98405PCHOUSING STABILITY GRANT$10,000
TACOMA URBAN LEAGUE
2550 S YAKIMA AVENUE SUITE ATACOMAWA98105PCHOUSING STABILITY GRANT$10,000
ABUSED DEAF WOMENS ADVOCACY SERVICES
8623 ROOSEVELT WAY NESEATTLEWA98115PCHOUSING STABILITY GRANT$10,000
WASHINGTON STATE OPPORTUNITY SCHOLARSHIP (WSOS)
1414 31ST AVE S SUITE 302SEATTLEWA98144NCSCHOLARSHIPS FOR LOW AND MIDDLE-INCOME WASHINGTON STUDENTS$475,000
INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS)
40 BURTON HILLS BOULEVARD SUITE 170NASHVILLETN37215NCFINANCIAL ASSISTANCE TO THE STUDENTS WE INTERACT WITH EACH AND EVERY DAY$46,379
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,256,379TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,065ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,088ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,922ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,231ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,231TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$260,563InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1BOEING EMPLOYEES' CREDIT UNIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmBOEING EMPLOYEES CREDIT UNION AND BECU FOUNDATION SHARED GENERAL ADMINISTRATION EXPENSES FOR MARKETING, LEGAL, COMPLIANCE, OFFICE SUPPLIES AND SUPPORT SERVICES THAT ARE BASED ON THE VALUE OF TIME AND MATERIALS THAT ARE DONATED BY BOEING EMPLOYEES CREDIT UNION.TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOEING EMPLOYEES' CREDIT UNIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(14)OrganizationTypeDesc
Relationship DescriptionSUBSTANTIAL CONTRIBUTORRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BOEING EMPLOYEES' CREDIT UNION
112770 GATEWAY DRIVE STUKWILAWA98168$2,389,893Yes (X)
VISA INCENTIVES
21 MARKET ST 600SAN FRANCISCOCA94105$50,000Yes (X)
COMPLETE OFFICE
311521 E MARGINAL WAY S STE 100SEATTLEWA98168$6,103Yes (X)
BOEING EMPLOYEES' CREDIT UNION
412770 GATEWAY DRIVE STUKWILAWA98168$260,563Yes (X)
WILD WAVES HOLDINGS LLC
536201 ENCHANTED PARKWAY SFEDERAL WAYWA98003$11,877Yes (X)
CU CREDIT SOLUTIONS GROUP
61217 DUCKWOOD CTWHITE LAKEMI48383$100,000Yes (X)
MASTER CARD
7123 MISSION STREET SUITE 1700SAN FRANCISCOCA94105$50,000Yes (X)
AARP - AMANDA FRAME
818000 INTERNATIONAL BLVD SUITE 1020SEATACWA98188$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor4ContributorNum
Noncash PropertySHARED ADMINISTRATION EXPENSESNoncashPropertyDesc
Fair Market Value$260,563FairMarketValueAmt
Received2022-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$26,662Amt
Net Investment Income$5,332NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$21,330DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$308,386$308,386
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$784,083$784,083

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P MID-CAP ETF$406,133$406,133
ISHARES CORE S&P SMALL-CAP ETF$400,800$400,800
ISHARES MSCI USA ESG SLECT ETF$370,111$370,111
ISHARES TR CORE MSCI EAFE ETF$619,235$619,235
ISHARES INC CORE MSCI EMKT$509,123$509,123
SPDR S&P 500 ETF TRUST$474,596$474,596
VANGUARD INDEX FDS VANGUARD VALUE ETF$714,203$714,203

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$976,959USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$976,959USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED CONTRIBUTION RECEIVABLE$43,156$226$226
ACCRUED INTEREST RECEIVABLE$1

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INVESTMENT LOSSDesc
Amt$788,956Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEES$120$0$0$0
BOOKS SUBSCRIPTIONS REFERENCE$1,200$0$0$0
BUSINESS REGISTRATION FEES$180$0$0$0
CONFERENCES, CONVENTION & MEETING$750$0$0$0
INSURANCE - LIABILITY$1,072$0$0$0
INTEREST EXPENSES$174$0$0$0
LEGAL FEES$23,294$0$0$0
MEALS, FOOD & BEVERAGE$3,071$0$0$0
POSTAGE & MAILING SERVICE$14$0$0$0
PROFESSIONAL SERVICES$5,000$0$0$0
SCHOLARSHIP ADMIN$2,000$0$0$2,000
SOFTWARE EXPENSE$937$0$0$0
SUPPLIES$295$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$260,563$52,113$0$0
INVESTMENT MANAGEMENT FEES$28,316$28,316$0$0

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