2025-05-15T11:43:26-05:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2024-01-01 916337526 Sherwood Trust SHER 5095292791 PO Box 1855 Walla Walla WA 99362 Brian Hunt CEO 5095292791 2025-05-14 1 1 Deb Nelson CPA P01264758 6122536500 2025-05-12 2024 2025-03-06 01:10:19Z X 39169463 X X 544 544 812935 812935 3007376 13303231 3007376 3820855 3820855 215038 32256 182782 74693 0 74693 26214 2231 23423 1060 0 1060 13120 0 13120 82688 82688 0 102 0 102 32126 2403 13811 23269 0 23269 37991 0 37991 124891 0 124891 631192 119578 495142 1201100 1201100 1832292 119578 1696242 1988563 3701277 272943 6447376 6447376 37132145 32722087 32722087 37405088 39169463 39169463 8173 10712 25526 12963 33699 23675 X 13658972 13658972 9225495 9225495 14486922 16261321 37371389 39145788 37405088 39169463 37371389 1988563 0 39359952 214164 39145788 Charles Schwab - Publicly traded P 6259640 4820829 1438811 1438811 Blackstone Redemption P 6166704 5475026 691678 691678 Capital Gains Dividends P 876887 876887 876887 3007376 51448 0 51448 0 51448 34628 0 0 0 34628 X 573 17393 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 www.sherwoodtrust.org Brian Hunt 5095292791 PO Box 1855 Walla Walla WA 99362 1 CJ 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Brian Hunt PO Box 1855 Walla Walla WA 99362 CEO 32.00 123996 14872 3300 Paul Schneidmiller PO Box 1855 Walla Walla WA 99362 Director 4.00 11500 0 0 Kazi Joshua PO Box 1855 Walla Walla WA 99362 President 4.00 11500 0 0 Toni Alvarado-Jackson PO Box 1855 Walla Walla WA 99362 Vice President 4.00 11500 0 0 Allan Gillespie PO Box 1855 Walla Walla WA 99362 Treasurer 4.00 11500 0 0 Jean H Adams PO Box 1855 Walla Walla WA 99362 Director 4.00 11500 0 0 Chuck Fulton PO Box 1855 Walla Walla WA 99362 Director 4.00 11500 0 0 Cheris Brewer Current PO Box 1855 Walla Walla WA 99362 Director 4.00 11500 0 0 Wendy Hernandez PO Box 1855 Walla Walla WA 99632 Director 4.00 3833 0 0 Nikki Sharp PO Box 1855 Walla Walla WA 99362 Director 4.00 3833 0 0 Julia Leavitt PO Box 1855 Walla Walla WA 99362 Program Director 32.00 74452 12027 2421 0 Verus 800 Fifth Avenue Suite 3900 Seattle WA 98104 Investment Management 82553 0 0 37549084 440127 1016173 39005384 0 0 39005384 585081 38420303 1921015 1921015 51448 51448 1869567 0 1869567 0 1869567 1696242 0 1696242 1869567 995921 0 0 1696242 995921 0 0 700321 0 0 0 0 0 0 0 0 1169246 0 0 0 Brian Hunt CEO Sherwood Trust PO Box 1855 Walla Walla WA 99362 5095292791 See www.sherwoodtrust.org for application instructions. Letter of Intent deadline February 5th. Application deadline March 5th. Religious, charitable, and educational purposes within the Walla Walla geographical area. Social Venture Partners 1200 12th Ave S 1101 Seattle WA 98114 PC Invitational 5000 Rural Development Initiatives 91017 S Willamette Street Coburg OR 97408 PC Invitational 111101 Community Council PO Box 2936 Walla Walla WA 99362 PC Invitational 50000 Blue Mountain Action Council 8 E Cherry Street Walla Walla WA 99362 PC Invitational 75000 Vital Wines PO Box 15 Walla Walla WA 99362 PC Core Multiyear 20000 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 70115 Catholic Charities of Spokane DBA Catholic Charities Eastern Washington PO Box 2253 Spokane WA 99210 PC Core 18000 Christain Aid Center 211 W Birch Street Walla Walla WA 99362 PC Core 150000 City of Walla Walla 15 N 3rd Ave Walla Walla WA 99362 GOV Core 100000 Communities in Schools of the Blue Mountain Region 1010 S 336th St Suite 205 Federal Way WA 99003 PC Core 70000 Milton-Freewater Neighborhood Senior Center 311 N Main Street MiltonFreewater OR 97862 PC Core 17000 STAR Project 321 Wellington Ave Walla Walla WA 99362 PC Core 160000 Trilogy Recovery Community 120 E Birch Street Suite 14 Walla Walla WA 99362 PC Core 100000 Tri-State Steelheaders 216 N Roosevelt Street Walla Walla WA 99362 PC Core 15000 Walla Walla Alliance for the Homeless PO Box 3431 Walla Walla WA 99362 PC Core 58621 Walla Walla Immigrant Rights Coalition PO Box 2815 Walla Walla WA 99362 PC Invitational 1000 Boy Scouts of Amer Blue Mt Council 8478 W Gage Blvd Kennewick WA 99336 PC Legacy 2500 Salvation Army 825 W Aldere Street Walla Walla WA 99362 PC Legacy/ Core Multiyear 26000 YWCA of Walla Walla 213 S First Ave Walla Walla WA 99362 PC Legacy 5000 Blue Mountain Humane Society 7 E George Street Walla Walla WA 99362 PC Legacy 1000 Camp Fire 414 S Park Street Walla Walla WA 99362 PC Legacy 1000 Carnegie Picture Lab POB 3223 Walla Walla WA 99362 PC Legacy/Core 116563 Friends of the Library of Walla Walla 328 E Alder Street Walla Walla WA 99362 PC Legacy 5000 Lillie Rice Center 2616 Isaacs Ave Walla Walla WA 99362 PC Legacy 1000 Little Theatre of Walla Walla 1130 E Sumach Street Walla Walla WA 99362 PC Legacy 5000 Walla Walla Senior Center 720 Sprague Street Walla Walla WA 99362 PC Legacy 1000 Walla Walla Symphony Society Inc 13 1/2 Main Street Suite 201 Walla Walla WA 99362 PC Legacy 5000 Walla Walla Valley Historical Society db Fort WW 755 Myra Road Walla Walla WA 99362 PC Legacy 5000 YMCA of Walla Walla 340 Park Street Walla Walla WA 99362 PC Legacy 5000 1201100 0 14 544 14 812935 18 3007376 0 3820855 0 3820855 0 0 0 0 0 0 0 0 0 0 Accounting & Bookkeeping 13120 0 13120 Liberty Lakes Land Co LLC FMV 1016073 1016073 Walla Walla Country Club FMV 100 100 American Funds Europacific FMV 5209510 5209510 Dodge & Cox International Stock FMV 4888865 4888865 Dodge & Cox Stock Fund FMV 5364537 5364537 T. Rowe Price - Lg. Cap. Growth FMV 5547498 5547498 Vanguard Small Cap Index FMV 1455341 1455341 Baird Core Plus Bond Ins T FMV 3082613 3082613 Dodge & Cox - Income Fund FMV 3086105 3086105 Vanguard Inflation FMV 1155026 1155026 Voya Floating Rate Fund FMV 1909449 1909449 Schwab Cash FMV 6970 6970 Legal Fees 1060 0 1060 Investment Valuation Adjustment 214164 Insurance 2570 0 2570 Office Expense 36722 0 36722 Dues & Subscriptions 8931 0 8931 IT other 17783 0 17783 Marketing 4795 0 4795 Nonprofit Learning 43967 0 43967 Staff Development 10123 0 10123 Deferred Compensation Payable 25526 12963 Investment Consulting 82688 82688 0 Payroll Tax 16022 2403 13811 Excise Tax 16104 0 0