BECU FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BECU FOUNDATION (EIN 91-1703337)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202133179349100613
Schema version
2020v4.0
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)
Return2021-11-13T08:58:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911703337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BECU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Solynn McCurdyInCareOfNm
Business Name ControlBECUBusinessNameControlTxt
Foreign Phone2064395922ForeignPhoneNum

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
Signature2021-11-13SignatureDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,994,498FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$978,948ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$172InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$172InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$96,181DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,181DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$0GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$8,107NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,518,432GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,107CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$0IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$0GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,083,408TotalRevAndExpnssAmt
Total Net Invst Incm$104,460TotalNetInvstIncmAmt
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
Oth Empl Slrs Wgs Rev And Expnss$0OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$0PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$52,545AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,509AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$42,036AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$290,787OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$78,058OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$0InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,070TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,070TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$0OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$0TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$0PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,189OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$21,431OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$376,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,637TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$63,467TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$468,079ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$468,079ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$844,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,637TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$531,546TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$238,738ExcessRevenueOverExpensesAmt
Net Investment Income$13,823NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$252,175CashBOYAmt
Cash EOY$566,714CashEOYAmt
Cash EOYFMV$566,714CashEOYFMVAmt
Acct Rcvbl$25,000AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct$0AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl EOY$25,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$25,000AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Prepaid Expenses EOY$8,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$8,000PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,734,110USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,026,481USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,026,481USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,833,730CorporateStockBOYAmt
Corporate Stock EOY$3,298,139CorporateStockEOYAmt
Corporate Stock EOYFMV$3,298,139CorporateStockEOYFMVAmt
Corporate Bonds BOY$434,124CorporateBondsBOYAmt
Corporate Bonds EOY$1,027,949CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,027,949CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$59,227OtherInvestmentsBOYAmt
Other Investments EOY$42,215OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,215OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$5,313,366TotalAssetsBOYAmt
Total Assets EOY$5,994,498TotalAssetsEOYAmt
Total Assets EOYFMV$5,994,498TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,133AccountsPayableBOYAmt
Accounts Payable EOY$11,447AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,133TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,447TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,026,711NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,919,932NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,284,522DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,063,119DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,311,233TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,983,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,313,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,994,498TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,311,233TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$238,738ExcessRevenueOverExpensesAmt
Other Increases$461,122OtherIncreasesAmt
Subtotal$6,011,093SubtotalAmt
Other Decreases$28,042OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,983,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED STOCK STP$674,131$680,070-$5,939-$5,939
PUBLICLY TRADED STOCK STP$1,844,301$1,830,255$14,046$14,046
FieldValueIRS element (for citing)
Capital Gain Net Income$8,107CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$192InvestmentIncomeExciseTaxAmt
Subtotal$192SubtotalAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,740EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,740TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Overpayment$3,548OverpaymentAmt
Applied To ES Tax$3,548AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)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
ZIP981683309ZIPCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
SOLYNN MCCURDY
12770 GATEWAY DR STUKWILAWA98168SECRETARY & EXECUTIVE DIRECTOR1.00$0$0$0
DENIS FARMER
12770 GATEWAY DR STUKWILAWA98168DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N ADescription1Txt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,834,583AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$495,137AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$75,216FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,404,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,404,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,074CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,323,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$266,193MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$266,193MinimumInvestmentReturnAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$192TotalTaxAmt
Distributable Before Adj$266,001DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$266,001DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$266,001DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$531,546ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$531,546QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$531,546AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$266,001DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$286,127ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$106,282ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$116,612ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,978ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$212,670ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$771,669TotalExcessDistributionCyovAmt
Qualifying Distributions$531,546QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$266,001AppliedToCurrentYearAmt
Remaining Distri From Corpus$265,545RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,037,214TotalCorpusAmt
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$286,127ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$751,087ExcessDistriCyovToNextYrAmt
Excess From Year4$106,282ExcessFromYear4Amt
Excess From Year3$116,612ExcessFromYear3Amt
Excess From Year2$49,978ExcessFromYear2Amt
Excess From Year1$212,670ExcessFromYear1Amt
Excess From Current Year$265,545ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSOLYNN MCCURDYRecipientPersonNm

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 Deadlines03 31 2020SubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO SCHOLARSHIPSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yonas Abraha
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Ashley Andersen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Samirah Apdalhaliem
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Morgan Armstrong
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Samantha Ayers
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Haley Ball
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Asaunte Beal
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Joshua Berger
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Isabella Bernas
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Nisha BK
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Oluyemisi Bolonduro
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Viktoria Buina
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Hallie Chen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Evelyn Chen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Khagendra Chhetri
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Joanna Coleman
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Tori Cook
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Amelia Day
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Hannah DeHut
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Julie Dinh
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Louise Eatherly
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Joelle Egbert
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Zavannah Ferrer
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Riley Frazier
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Anoushey Gajial
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Marie Gard
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Even Gebru
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Valeria Grasso
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Briana Heng
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Joshua Huh
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Ryan Johnson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Jordan Johnson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Caleb Kamalu
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Haley Karlberg
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Corrie Laird
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Elizabeth Larios
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sierra Lee
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Elizabeth Li
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Kenna Littlefield
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Marcella Locke
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Amalea Lovold
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Brittany McAferty
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Gabriel McMillen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$3,500
Katelynn Melohusky
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Zachary Musgrove
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Riley Nelson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Lanah Nguyen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Eloisa Nguyen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Tina Nguyen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Kristy Nhan
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$3,500
Isabel Nordlund
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Grace Patterson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Isaac Pereira
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Paula Popescu
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Serena Quetschke
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Priyanka Rao
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Alexei Reynolds
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Melissa Rios
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Luci Roman
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Michelle Ryder
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Ruby Sandhu
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Kathryn Severson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Avigeya Sharkevich
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Fiona Stirling
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Erin Webber
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Megan Wesenberg
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Harrison Wood
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Laila Gin Pajimula
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Ainsley Basic
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Christine Lew
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Pierce Papke
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Alexandra Heldrich
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Makaela Lambert
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Naomi Moore
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$3,500
Naomi Moore
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Kyndra Rademacher
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Isabel Schmidt
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Tristan Campbell
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Jonna Lynn Alonso
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Xian Lao
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Krysten Richter
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Emma Wansley
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Angie Wang
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Paul Russell
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Emily Levin
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Astra Palmer
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Rose Stacey
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Delgerekh Ariunbileg
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Dylan Ash
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Zoe Mitchell
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Grace Addis
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Lillian LeBlanc
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Mekatit Yohannes
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Clare Tuch
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Camryn Kloes
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Hsuankai Wang
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Claudia Gomez Gonzalez
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$3,500
Eshika Saxena
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sophia Benetti
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Jaya Duckworth
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sylvie Wilson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Grace Costa
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Alina Guyon
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Austin Brown
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Mehria Ibrahimi
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Jacob Hansen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sarah Nguyen
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Leiltework Tesfaye
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Madeleine Magana
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Emory Hoelscher Hull
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Irene Wright
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Natasha Berthelote
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Hannah Jenny
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Brenda Mata Diaz
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Amandeep Birk
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$3,500
Nicole Johnson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sarah Ihn
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Mackenzie Shelden
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Alexandra Davenport
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Teleah Royal
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Sophie Zacharek
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Chloe Hoepfinger
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Alexandra Pappas
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Shauna Linde
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Elanor Kelley
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Esther Kim
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Lindsay McConville
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Gabriela Davidson Gomez
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
Cynthia Clarkson
12770 Gateway DR STukwilaWA98168BECU MemberIScholarship$2,500
WSOS Washington State Opportunity
1414 31st Ave S Suite 302SeattleWA98144No RelationshipNCScholarships for low and middle-income Washington Students.$140,579
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$468,079TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (7 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$172ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$94,111ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$8,107ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$102,390ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,390TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (true)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$265,911InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1BOEING EMPLOYEES' CREDIT UNIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmSHARED ADMINISTRATION EXPENSESTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (true)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

Contributor Information ContributorInformationGrp (12 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Boeing Employees Credit Union
112770 Gateway Dr STukwilaWA98168$540,227Yes (X)Yes (X)
MasterCard
2123 Mission StSan FranciscoCA94105$50,000Yes (X)
Visa
31 Market St 600San FranciscoCA94105$37,500Yes (X)
CO-OP Financial Services
49692 Haven AveRancho CucamongaCA91307$30,000Yes (X)
Members Trust
514025 Riveredge Dr Ste 280TampaFL33637$15,000Yes (X)
PSCU
6560 Carillon ParkwaySt PetersburgFL33716$15,000Yes (X)
USI
7601 Union Street Suite 1000SeattleWA98101$15,000Yes (X)
Fiserv
8PO Box 979BrookfieldWI53008$10,000Yes (X)
Bridgeforce
9101 Ponds Edge Dr Suite 300Chadds FordPA19317$7,500Yes (X)
Columbia Pacific Wealth Management
101910 Fairview Ave East Suite 200SeattleWA98102$7,500Yes (X)
Kaye Smith
114101 Oakesdale Ave SWRentonWA98057$7,500Yes (X)
MX
123401 N Thanksgiving Way 500LehiUT84043$7,282Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySHARED ADMINSTRATIVE SERVICESNoncashPropertyDesc
Fair Market Value$265,911FairMarketValueAmt
Received2020-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT EXPENSE$23,294$4,659$0$18,635
BOOKEEPING FEES$29,251$5,850$0$23,401

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES 1-3 YEAR CREDIT BOND ETF$0$0
ISHARES TRUST ISHARES 1-5 CORP BOND$771,442$771,442
SPDR BARCLAYS SHORT TERM CORP$0$0
SPDR PORT SHORT TERM CORP BOND ETF$256,507$256,507

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES INC CORE MSCI EMKT$435,645$435,645
ISHARES CORE S&P SMALL-CAP ETF$431,838$431,838
ISHARES TR CORE MSCI EAFE ETF$485,703$485,703
ISHARES CORE S&P MID-CAP ETF$380,139$380,139
SPDR S&P 500 ETF TRUST$757,855$757,855
VANGUARD INDEX FDS VANGUARD VALUE ETF$485,833$485,833
ISHARES MSCI USA ESG SLECT ETF$321,126$321,126

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,734,110USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,026,481USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,026,481StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,026,481StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$1$1
ACCRUED CONTRIBUTIONS$42,214$42,214

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescWASH LOSS DISSALOWED ON SALE OF SECURITIESDesc
Amt$28,042Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SCHOLARSHIP ADMINISTRATION EXPENSE$21,431$0$0$21,431
PROMOTIONAL EVENTS$8,038$0$0$0
PAYPAL FEES$560$0$0$0
BUSINESS REGISTRATION FEES$140$0$0$0
OFFICE EXPENSE$13$0$0$0
INSURANCE EXPENSE$1,007$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$461,122Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$265,911$53,182$0$0
INVESTMENT FEES$24,876$24,876$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES ON DIVIDENDSCategoryTxt
Amt$2,070Amt
Net Investment Income$2,070NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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