BECU FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BECU FOUNDATION (EIN 91-1703337)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349101761
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T17:32:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W RIVERSIDE AVENUE STE 1800 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911703337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECU | BusinessNameControlTxt |
| Phone | 2064395700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S MAILSTOP 1011-1 | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOLYNN MCCURDY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2064395700 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5097472600 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.157.90.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 11:25:52 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 138AD67B862A963977963914CE4FA167342A8C5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,313,366 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $894,082 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,065,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,546 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,195,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,658 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,447 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,889 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,558 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,867 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $286,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $451,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $518,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,482 | CashBOYAmt |
| Cash EOY | $252,175 | CashEOYAmt |
| Cash EOYFMV | $252,175 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,047,681 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,734,110 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,734,110 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,636,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,833,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,833,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $349,063 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $434,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $434,124 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,227 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,375,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,313,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,313,366 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,796 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,133 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,133 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,310,140 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,026,711 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,063,119 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,284,522 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,373,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,311,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,375,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,313,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,373,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $518,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $419,169 | OtherIncreasesAmt |
| Subtotal | $5,311,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,311,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK LT | P | $1,878,495 | $1,694,538 | $183,957 | $183,957 |
| PUBLICLY TRADED STOCK ST | P | $187,167 | $185,578 | $1,589 | $1,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,301,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,820,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $267,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,235,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $285,294 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,064,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $267,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,946,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090794 | DistributionYr5Rt |
| Total Distribution | 0.407005 | TotalDistributionRt |
| Average Distribution | 0.081401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,823,436 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $392,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $394,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $451,563 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,018 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,018 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,739 | OverpaymentAmt |
| Applied To ES Tax | $1,739 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BECU.ORG | WebsiteAddressTxt |
| Individual With Books | RACHEL VAN NOORD | IndividualWithBooksNm |
| Phone | 2064395700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE FLORSHEIM | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREA MAIN | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROGER MAULDIN | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | TREASURER | 1.00 | $0 | $0 | $0 |
| RACHEL VAN NOORD | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | SECRETARY/EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,493,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,227 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,896,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,896,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,823,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,279 | TotalTaxAmt |
| Distributable Before Adj | $238,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,893 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $451,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,563 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $449,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $268,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $286,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,978 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $827,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $212,670 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,040,623 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $268,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $771,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $286,127 | ExcessFromYear4Amt |
| Excess From Year3 | $106,282 | ExcessFromYear3Amt |
| Excess From Year2 | $116,612 | ExcessFromYear2Amt |
| Excess From Year1 | $49,978 | ExcessFromYear1Amt |
| Excess From Current Year | $212,670 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOLYNN MCCURDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064395700 | RecipientPhoneNum |
| Recipient Email Address | SOLYNN.MCCURDY@BECU.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | FORM IS AVAILABLE ONLINE JANUARY 1ST AT WWW.BECU.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE ADDIS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JONNA-LYNN ALONSO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DELGEREKH ARIUNBILEG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DYLAN ASH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| AINSLEY BASIC | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SOPHIA BENETTI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| NATASHA BERTHELOTE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| AMANDEEP BIRK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| AUSTIN BROWN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DEJANELLE BUNCH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| TRISTAN CAMPBELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CYNTHIA CLARKSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| GRACE COSTA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ALEXANDRA DAVENPORT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| GABRIELA DAVIDSON-GOMEZ | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| RACHEL DRAKE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JAYA DUCKWORTH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MEI'LANI EYRE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CIERRA FIGARO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MICHELLE FINSETH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| CLAUDIA GOMEZ-GONZALEZ | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| ALINA GUYON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| HANNAH HADJES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JACOB HANSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ALEXANDRA HELDRICH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SONJA HENDRICKS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMORY HOELSCHER-HULL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CHLOE HOEPFINGER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JOSEPH HOFMAN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ISABEL IBRAHIM | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MEHRIA IBRAHIMI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SARAH IHN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| HANNAH JENNY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| NICOLE JOHNSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DAVID JOHNSTON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ELEANOR KELLEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ESTHER KIM | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CAMRYN KLOES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MAKAELA LAMBERT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| XIAN LAO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| RICKY LE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LILLIAN LEBLANC | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMILY LEVIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CHRISTINE LEW | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SHAUNA LINDE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MADELEINE MAGANA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| BRENDA MATA-DIAZ | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MADISON MCALLISTER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LINDSAY MCCONVILLE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ZOE MITCHELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| NAOMI MOORE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| MARTHA NDUNGU | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SARAH NGUYEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMILY PACUNSKI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LAILA GIN PAJIMULA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ASTRA PALMER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PIERCE PAPKE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ALEXANDRA PAPPAS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KYNDRA RADEMACHER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KRYSTEN RICHTER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| TELEAH ROYAL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PAUL RUSSELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ESHIKA SAXENA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ISABEL SCHMIDT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ANELISE SCHRUDER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MACKENZIE SHELDEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| IRYNA SHEREPOT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ROSE STACEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MONIQUE STERNIK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LEILTEWORK TESFAYE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SARA TOPPIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CLARE TUCH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| COURTNEY WALKER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ANGIE WANG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| HSUANKAI WANG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMMA WANSLEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SYLVIE WILSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| IRENE WRIGHT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MEKATIT YOHANNES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SOPHIE ZACHAREK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LILY AKSAN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EVAN ANDERSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| TIANNA MAE ANDRESEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ELI ARAO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| BRIANNA ARNOLD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MADISEN BARRE-HEMINGWAY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MATTHEW BATTERN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ANDREW BENDOKAS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| GURLEEN BIRK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SAGE BITTER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KASSI BLANCHARD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CLAUDIO CARRASCO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KAYLA COOK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| LEAH DEOBALD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SKYLAR FORD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| KELSEY GREEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PETER GUYON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ELINOR HAMBLIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JORDAN KENDALL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KAITLYN KITELEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| VEENADHARA KOLLIPARA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| HANNAH LEA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ANNE LEE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ANGELA LEE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CHERYL LEE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PEYTON LEE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| FRANCESCA LEONARD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMMA LIEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| BETHANY LOCKE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KEVIN MAI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KINSEY MANNING | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CAMERON MASTERS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CARSON MIELKE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ELIZABETH MIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KENDRA MORRIS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ASHLEY MOWREADER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MISHEL MUZYCHUK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EUNICE NDUNGU | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| VY NGUYEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PEARL NGUYEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PHUONG NGUYEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| JASE PAULSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JOSEPH POLLINO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| THOMAS RICH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| TURNER RILEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CHARLES ROLL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ALYSSA RYSER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| RYSHUN SAMPSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SOPHIE SANDS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DANIELLE SCANES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MADELEINE SCHWITTERS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| GRACE SCUDERI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MADELINE SEIDEL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMILY SIANGKAM | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ALICIA SIGALA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JEHANNAH SOLLMANN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ZANIA STERLING | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KARLYN STOKES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| EMMA TAUPIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| VALERIE TSE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,500 |
| EBNEAZER TSEGAYE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| CHRISTINA TUTTLE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MARCELINO VARGAS-PENALVER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JONATHAN WEISER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| ROBERT WILKEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| DERIAN WILLIAMS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| HANNAH WISTI | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| SARAH WOLCOTT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| JOSHUA WONG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| PEYTON WRIGHT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| MICHAEL ZENDEJAS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| KATERINA ZHURAVEL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $2,500 |
| VIVIEN ZOLLER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | 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 | $139 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,658 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,658 | 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 | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $56,833 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOEING EMPLOYEES' CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | BOEING 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOEING EMPLOYEES' CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(14) | OrganizationTypeDesc |
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BOEING EMPLOYEES' CREDIT UNION | |||||||
| 1 | 12770 GATEWAY DR S MAILSTOP 1011-1 | TUKWILA | WA | 98168 | $359,504 | Yes (X) | Yes (X) |
| FISERV | |||||||
| 2 | PO BOX 979 | BROOKFIELD | WI | 53008 | $50,000 | Yes (X) | |
| MASTERCARD | |||||||
| 3 | 2000 PURCHASE ST | PURCHASE | NY | 10577 | $50,000 | Yes (X) | |
| PSCU | |||||||
| 4 | 560 CARILLON PARKWAY | ST PETERSBURG | FL | 33716 | $50,000 | Yes (X) | |
| CO-OP FINANCIAL SERVICES | |||||||
| 5 | 9692 HAVEN AVE | RANCHO CUCAMONGA | CA | 91307 | $30,000 | Yes (X) | |
| AIM CONSULTING | |||||||
| 6 | 14450 NE 29TH PLACE SUITE 200 | BELLEVUE | WA | 98007 | $15,000 | Yes (X) | |
| NCR | |||||||
| 7 | 2212 WARREN AVE N | SEATTLE | WA | 98109 | $15,000 | Yes (X) | |
| USI | |||||||
| 8 | 601 UNION STREET SUITE 1000 | SEATTLE | WA | 98101 | $15,000 | Yes (X) | |
| WEST MONROE PARTNES | |||||||
| 9 | 1501 FOURTH AVE SUITE 2300 | SEATTLE | WA | 98101 | $15,000 | Yes (X) | |
| ZAYO | |||||||
| 10 | 1805 29TH ST STE 2050 | BOULDER | CO | 80301 | $15,000 | Yes (X) | |
| BRIDGEFORCE | |||||||
| 11 | 101 PONDS EDGE DRIVE SUITE 300 | CHADDS FORD | PA | 19317 | $7,500 | Yes (X) | |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | |||||||
| 12 | 1910 FAIRVIEW AVE EAST SUITE 200 | SEATTLE | WA | 98102 | $7,500 | Yes (X) | |
| EQUIFAX | |||||||
| 13 | 12609 BELMONT PL | CERRITOS | CA | 90703 | $7,500 | Yes (X) | |
| KAYE SMITH | |||||||
| 14 | PO BOX 3010 | BELLEVUE | WA | 98009 | $7,500 | Yes (X) | |
| MEMBERS TRUST | |||||||
| 15 | 14025 RIVEREDGE DR STE 280 | TAMPA | FL | 33637 | $7,500 | Yes (X) | |
| MX TECHNOLOGIES | |||||||
| 16 | 3401 N THANKSGIVING WAY SUITE 500 | LEHI | UT | 84043 | $7,500 | Yes (X) | |
| PEGASYSTEMS | |||||||
| 17 | 1617 E MARION ST | SEATTLE | WA | 98122 | $7,500 | Yes (X) | |
| POINT B | |||||||
| 18 | 1420 5TH AVE SUITE 500 | SEATTLE | WA | 98101 | $7,500 | Yes (X) | |
| TRANSUNION | |||||||
| 19 | 555 W ADAMS ST | CHICAGO | IL | 60661 | $7,500 | Yes (X) | |
| VISA | |||||||
| 20 | 1 MARKET ST 600 | SAN FRANCISCO | CA | 94105 | $7,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARED ADMINISTRATIVE SERVICES | NoncashPropertyDesc |
| Fair Market Value | $56,833 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT EXPENSE | $8,637 | $1,727 | $6,910 |
| TAX PREPARATION FEES | $3,525 | $705 | $2,820 |
| BOOKKEEPING FEES | $32,285 | $6,457 | $25,828 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR CREDIT BOND ETF | $217,041 | $217,041 |
| SPDR BARCLAYS SHORT TERM CORPORATE | $217,083 | $217,083 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MKTS | $308,797 | $308,797 |
| ISHARES CORE S&P SMALL-CAP ETF | $308,400 | $308,400 |
| ISHARES TR CORE MSCI EAFE ETF | $409,316 | $409,316 |
| ISHARES S&P MID-CAP 400 VALUE ETF | $307,485 | $307,485 |
| SPDR S&P 500 ETF TRUST | $776,970 | $776,970 |
| VANGUARD VALUE ETF | $461,423 | $461,423 |
| ISHARES MSCI USA ESG ETF | $261,339 | $261,339 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,734,110 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,734,110 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | FMV | $233 | $233 |
| ACCRUED CONTRIBUTIONS | FMV | $58,994 | $58,994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF TOURNAMENT FEES | $151,625 | $0 | $0 |
| SCHOLARSHIP ADMINISTRATION EXPENSES | $25,990 | $0 | $25,990 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $419,169 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $40,035 | $40,035 | $0 |
| INVESTMENT FEES | $22,956 | $22,956 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CO-OP FINANCIAL SERVICES | |||
| 9692 HAVEN AVE | RANCHO CUCAMONGA | CA | 91307 |
| FISERV INC | |||
| PO BOX 979 | BROOKFIELD | WI | 53008 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,867 | Amt |
| Net Investment Income | $1,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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