SHERWOOD TRUST A STATE OF WASHINGTON NON-PROFIT CORPORATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHERWOOD TRUST A STATE OF WASHINGTON NON-PROFIT CORPORATION (EIN 91-6337526)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349102389
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:43:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916337526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherwood Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 5095292791 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1855 | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Hunt | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5095292791 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,169,463 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $544 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $544 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $812,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $812,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,007,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,303,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,007,376 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,820,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,820,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $215,038 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,256 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $182,782 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $74,693 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,693 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,214 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,231 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,423 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,060 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,060 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,688 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,688 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $102 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,811 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,269 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,269 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,991 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,991 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,891 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $631,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495,142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,201,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,201,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,832,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,696,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,988,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,701,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,447,376 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,447,376 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,132,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,722,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,722,087 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,405,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,169,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,169,463 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,173 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,712 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $25,526 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,963 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,675 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,658,972 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,658,972 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $9,225,495 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $9,225,495 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,486,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,261,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,371,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,145,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,405,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,169,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,371,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,988,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,359,952 | SubtotalAmt |
| Other Decreases | $214,164 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,145,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Charles Schwab - Publicly traded | P | $6,259,640 | $4,820,829 | $1,438,811 | $1,438,811 |
| Blackstone Redemption | P | $6,166,704 | $5,475,026 | $691,678 | $691,678 |
| Capital Gains Dividends | P | $876,887 | $876,887 | $876,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,007,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,628 | 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 | $34,628 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $573 | EsPenaltyAmt |
| Tax Due | $17,393 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.sherwoodtrust.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Hunt | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095292791 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1855 | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Brian Hunt | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | CEO | 32.00 | $123,996 | $14,872 | $3,300 |
| Paul Schneidmiller | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Director | 4.00 | $11,500 | $0 | $0 |
| Kazi Joshua | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | President | 4.00 | $11,500 | $0 | $0 |
| Toni Alvarado-Jackson | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Vice President | 4.00 | $11,500 | $0 | $0 |
| Allan Gillespie | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Treasurer | 4.00 | $11,500 | $0 | $0 |
| Jean H Adams | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Director | 4.00 | $11,500 | $0 | $0 |
| Chuck Fulton | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Director | 4.00 | $11,500 | $0 | $0 |
| Cheris Brewer Current | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Director | 4.00 | $11,500 | $0 | $0 |
| Wendy Hernandez | ||||||||
| PO Box 1855 | Walla Walla | WA | 99632 | Director | 4.00 | $3,833 | $0 | $0 |
| Nikki Sharp | ||||||||
| PO Box 1855 | Walla Walla | WA | 99362 | Director | 4.00 | $3,833 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julia Leavitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1855 | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $74,452 | CompensationAmt |
| Employee Benefits | $12,027 | EmployeeBenefitsAmt |
| Expense Account | $2,421 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Verus | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Fifth Avenue Suite 3900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $82,553 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $37,549,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,016,173 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,005,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,005,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $585,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,420,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,921,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,921,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,448 | TotalTaxAmt |
| Distributable Before Adj | $1,869,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,869,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,869,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,696,242 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,696,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,869,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $995,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,696,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $995,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $700,321 | 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 | $1,169,246 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Brian Hunt CEO Sherwood Trust | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1855 | AddressLine1Txt |
| City | Walla Walla | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5095292791 | RecipientPhoneNum |
| Form And Info And Materials | See www.sherwoodtrust.org for application instructions. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Letter of Intent deadline February 5th. Application deadline March 5th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Religious, charitable, and educational purposes within the Walla Walla geographical area. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Social Venture Partners | ||||||
| 1200 12th Ave S 1101 | Seattle | WA | 98114 | PC | Invitational | $5,000 |
| Rural Development Initiatives | ||||||
| 91017 S Willamette Street | Coburg | OR | 97408 | PC | Invitational | $111,101 |
| Community Council | ||||||
| PO Box 2936 | Walla Walla | WA | 99362 | PC | Invitational | $50,000 |
| Blue Mountain Action Council | ||||||
| 8 E Cherry Street | Walla Walla | WA | 99362 | PC | Invitational | $75,000 |
| Vital Wines | ||||||
| PO Box 15 | Walla Walla | WA | 99362 | PC | Core Multiyear | $20,000 |
| Student Health Options DBA The Health Center | ||||||
| PO Box 1075 | Walla Walla | WA | 99362 | PC | Invitational | $200 |
| Milton-Freewater Ministerial Association | ||||||
| 816 S Main Street | MiltonFreewater | OR | 97862 | PC | Invitational | $250 |
| Blue Mountain Heart to Heart | ||||||
| 5 W Alder Suite 333 | Walla Walla | WA | 99362 | PC | Invitational | $250 |
| Hope Street | ||||||
| PO Box 2001 | Walla Walls | WA | 99362 | PC | Invitational | $250 |
| Walla Walla Community Hospice | ||||||
| 1067 E Isaacs Ave | Walla Walla | WA | 99362 | PC | Invitational | $250 |
| Blue Mountain Health Cooperative | ||||||
| 222 W Birch Street | Walla Walla | WA | 99362 | PC | Core | $70,115 |
| Catholic Charities of Spokane DBA Catholic Charities Eastern Washington | ||||||
| PO Box 2253 | Spokane | WA | 99210 | PC | Core | $18,000 |
| Christain Aid Center | ||||||
| 211 W Birch Street | Walla Walla | WA | 99362 | PC | Core | $150,000 |
| City of Walla Walla | ||||||
| 15 N 3rd Ave | Walla Walla | WA | 99362 | GOV | Core | $100,000 |
| Communities in Schools of the Blue Mountain Region | ||||||
| 1010 S 336th St Suite 205 | Federal Way | WA | 99003 | PC | Core | $70,000 |
| Milton-Freewater Neighborhood Senior Center | ||||||
| 311 N Main Street | MiltonFreewater | OR | 97862 | PC | Core | $17,000 |
| STAR Project | ||||||
| 321 Wellington Ave | Walla Walla | WA | 99362 | PC | Core | $160,000 |
| Trilogy Recovery Community | ||||||
| 120 E Birch Street Suite 14 | Walla Walla | WA | 99362 | PC | Core | $100,000 |
| Tri-State Steelheaders | ||||||
| 216 N Roosevelt Street | Walla Walla | WA | 99362 | PC | Core | $15,000 |
| Walla Walla Alliance for the Homeless | ||||||
| PO Box 3431 | Walla Walla | WA | 99362 | PC | Core | $58,621 |
| Walla Walla Immigrant Rights Coalition | ||||||
| PO Box 2815 | Walla Walla | WA | 99362 | PC | Invitational | $1,000 |
| Boy Scouts of Amer Blue Mt Council | ||||||
| 8478 W Gage Blvd | Kennewick | WA | 99336 | PC | Legacy | $2,500 |
| Salvation Army | ||||||
| 825 W Aldere Street | Walla Walla | WA | 99362 | PC | Legacy/ Core Multiyear | $26,000 |
| YWCA of Walla Walla | ||||||
| 213 S First Ave | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| Blue Mountain Humane Society | ||||||
| 7 E George Street | Walla Walla | WA | 99362 | PC | Legacy | $1,000 |
| Camp Fire | ||||||
| 414 S Park Street | Walla Walla | WA | 99362 | PC | Legacy | $1,000 |
| Carnegie Picture Lab | ||||||
| POB 3223 | Walla Walla | WA | 99362 | PC | Legacy/Core | $116,563 |
| Friends of the Library of Walla Walla | ||||||
| 328 E Alder Street | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| Lillie Rice Center | ||||||
| 2616 Isaacs Ave | Walla Walla | WA | 99362 | PC | Legacy | $1,000 |
| Little Theatre of Walla Walla | ||||||
| 1130 E Sumach Street | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| Walla Walla Senior Center | ||||||
| 720 Sprague Street | Walla Walla | WA | 99362 | PC | Legacy | $1,000 |
| Walla Walla Symphony Society Inc | ||||||
| 13 1/2 Main Street Suite 201 | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| Walla Walla Valley Historical Society db Fort WW | ||||||
| 755 Myra Road | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| YMCA of Walla Walla | ||||||
| 340 Park Street | Walla Walla | WA | 99362 | PC | Legacy | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,201,100 | 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 | $544 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $812,935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,007,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,820,855 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,820,855 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Bookkeeping | CategoryTxt |
| Amt | $13,120 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,120 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Liberty Lakes Land Co LLC | FMV | $1,016,073 | $1,016,073 |
| Walla Walla Country Club | FMV | $100 | $100 |
| American Funds Europacific | FMV | $5,209,510 | $5,209,510 |
| Dodge & Cox International Stock | FMV | $4,888,865 | $4,888,865 |
| Dodge & Cox Stock Fund | FMV | $5,364,537 | $5,364,537 |
| T. Rowe Price - Lg. Cap. Growth | FMV | $5,547,498 | $5,547,498 |
| Vanguard Small Cap Index | FMV | $1,455,341 | $1,455,341 |
| Baird Core Plus Bond Ins T | FMV | $3,082,613 | $3,082,613 |
| Dodge & Cox - Income Fund | FMV | $3,086,105 | $3,086,105 |
| Vanguard Inflation | FMV | $1,155,026 | $1,155,026 |
| Voya Floating Rate Fund | FMV | $1,909,449 | $1,909,449 |
| Schwab Cash | FMV | $6,970 | $6,970 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,060 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,060 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Valuation Adjustment | Desc |
| Amt | $214,164 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $2,570 | $0 | $2,570 |
| Office Expense | $36,722 | $0 | $36,722 |
| Dues & Subscriptions | $8,931 | $0 | $8,931 |
| IT other | $17,783 | $0 | $17,783 |
| Marketing | $4,795 | $0 | $4,795 |
| Nonprofit Learning | $43,967 | $0 | $43,967 |
| Staff Development | $10,123 | $0 | $10,123 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Compensation Payable | Desc |
| BOY Book Value | $25,526 | BOYBookValueAmt |
| EOY Book Value | $12,963 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Consulting | CategoryTxt |
| Amt | $82,688 | Amt |
| Net Investment Income | $82,688 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Tax | $16,022 | $2,403 | $13,811 |
| Excise Tax | $16,104 | $0 | $0 |
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