BETA

BECU FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BECU FOUNDATION (EIN 91-1703337)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349105831
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T14:58:22-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 W RIVERSIDE AVENUE STE 1800AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911703337EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR S MAILSTOP 1011-1AddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98168ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL VAN NOORDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2064395700PhoneNum
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone5097472600PhoneNum
Preparation2019-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.4.211IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-08IPDt
IP Tm17:19:22IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5A84561D947C5856B3AEF921D2AF89307CF8C361AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,375,055FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$784,588ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,038InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,038InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$98,456DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,456DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$148,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,850,726GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$148,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,032,210TotalRevAndExpnssAmt
Total Net Invst Incm$247,622TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,536OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,536OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$136,304OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$49,119OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$211,340TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,336TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60,319TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$412,340TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,336TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,319TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$619,870ExcessRevenueOverExpensesAmt
Net Investment Income$186,286NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,311CashBOYAmt
Cash EOY$318,482CashEOYAmt
Cash EOYFMV$318,482CashEOYFMVAmt
US Government Obligations BOY$1,041,529USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,047,681USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,047,681USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,308,613CorporateStockBOYAmt
Corporate Stock EOY$2,636,983CorporateStockEOYAmt
Corporate Stock EOYFMV$2,636,983CorporateStockEOYFMVAmt
Corporate Bonds BOY$678,328CorporateBondsBOYAmt
Corporate Bonds EOY$349,063CorporateBondsEOYAmt
Corporate Bonds EOYFMV$349,063CorporateBondsEOYFMVAmt
Other Investments BOY$15,856OtherInvestmentsBOYAmt
Other Investments EOY$22,846OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,846OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,192,637TotalAssetsBOYAmt
Total Assets EOY$4,375,055TotalAssetsEOYAmt
Total Assets EOYFMV$4,375,055TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,701AccountsPayableBOYAmt
Accounts Payable EOY$1,796AccountsPayableEOYAmt
Total Liabilities BOY$1,701TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,796TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,939,460UnrestrictedBOYAmt
Unrestricted EOY$2,310,140UnrestrictedEOYAmt
Temporarily Restricted BOY$441,476TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$253,119TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$1,810,000PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,810,000PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,190,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,373,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,192,637TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,375,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,190,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$619,870ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,810,806SubtotalAmt
Other Decreases$437,547OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,373,259TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ST CAPITAL GAIN DISTRIBUTIONP$278$278$278
PUBLICLY TRADED STOCK LTP$1,847,419$144,821$144,821$1,702,598
LT CAPITAL GAIN DISTRIBUTIONP$3,029$3,029$3,029
FieldValueIRS element (for citing)
Capital Gain Net Income$148,128CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$303,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,820,026NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079537DistributionYr1Rt
Adjusted Qlfy Distri Yr2$267,942AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,235,517NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082813DistributionYr2Rt
Adjusted Qlfy Distri Yr3$285,294AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,064,129NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.093108DistributionYr3Rt
Adjusted Qlfy Distri Yr4$267,510AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,946,343NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$184,509AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,626,200NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070257DistributionYr5Rt
Total Distribution0.416509TotalDistributionRt
Average Distribution0.083302AverageDistributionRt
Net Vl Noncharitable Assets$4,301,334NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$358,310AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,863NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$360,173AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$261,319QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,726InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,726SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,726TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$34EsPenaltyAmt
Overpayment$240OverpaymentAmt
Applied To ES Tax$240AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR SAddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98168ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
RACHEL VAN NOORD
12770 GATEWAY DR STUKWILAWA98168SECRETARY/EXECUTIVE DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,180,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,847FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,366,837TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,366,837AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,301,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$215,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$215,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,726TaxBasedOnInvestmentIncomeAmt
Total Tax$3,726TotalTaxAmt
Distributable Before Adj$211,341DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$211,341DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$211,341DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,319ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$261,319QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$261,319AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$211,341DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$184,509ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$268,954ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$286,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,282ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$116,612ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$962,484TotalExcessDistributionCyovAmt
Qualifying Distributions$261,319QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$211,341AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,978RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,012,462TotalCorpusAmt
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$184,509ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$827,953ExcessDistriCyovToNextYrAmt
Excess From Year4$268,954ExcessFromYear4Amt
Excess From Year3$286,127ExcessFromYear3Amt
Excess From Year2$106,282ExcessFromYear2Amt
Excess From Year1$116,612ExcessFromYear1Amt
Excess From Current Year$49,978ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRACHEL VAN NOORDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112770 GATEWAY DR SAddressLine1Txt
CityTUKWILACityNm
State AbbreviationWAStateAbbreviationCd
ZIP98168ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2064395700RecipientPhoneNum
Recipient Email AddressRACHEL.VANNOORD@BECU.ORGRecipientEmailAddressTxt
Form And Info And MaterialsFORM IS AVAILABLE ONLINE JANUARY 1ST AT WWW.BECU.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31STSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PHUONG NGUYEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$3,500
VALERIE TSE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EMMA TAUPIN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
DERIAN WILLIAMS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
BETHANY LOCKE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
VY NGUYEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MADELEINE SCHWITTERS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EUNICE NDUNGU
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CARSON MIELKE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JOSHUA WONG
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
THOMAS RICH
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MADISEN BARRE-HEMINGWAY
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CHERYL LEE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
VEENADHARI KOLLIPARA
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KINSEY MANNING
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MARCELINO VARGAS-PENALVER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JONATHAN WEISER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EMILY SIANGKAM
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
SOPHIE SANDS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ELI ARAO
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
PETER GUYON
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ELIZABETH MIN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
GURLEEN BIRK
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
DANIELLE SCANES
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
SARAH WOLCOTT
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EMMA LIEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ROBERT WILKEY
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KAITLYN KITELEY
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
TURNER RILEY
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MADELINE SEIDEL
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JEHANNAH SOLLMANN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KELSEY GREEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JORDAN KENDALL
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
FRANCESCA LEONARD
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CAMERON MASTERS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
PEYTON WRIGHT
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
TIANNA MAE ANDRESEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
HANNAH LEA
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
PEYTON LEE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JASE PAULSEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ANGELA LEE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ASHLEY MOWREADER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
HANNAH WISTI
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MICHAEL ZENDEJAS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MISHEL MUZYCHUK
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ALYSSA RYSER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CHRISTINA TUTTLE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
LEAH DEOBALD
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ELINOR HAMBLIN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ANNE LEE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
GRACE SCUDERI
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KARLYN STOKES
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
J STARKE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
SKYLAR FORD
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EVA KELLER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EVAN ANDERSON
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
NIRVANA HOPE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
EBNEAZER TSEGAYE
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CLAUDIO CARRASCO
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ZANIA STERLING
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KATERINA ZHURAVEL
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
REGAN DENNY
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MARIELA GALVAN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KARI NASU
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
PEARL NGUYEN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KAYLA COOK
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KEVIN MAI
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
JOSEPH POLLINO
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
CHARLES ROLL
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ALICIA SIGALA
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
VIVIEN ZOLLER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KENDRA MORRIS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
SAGE BITTER
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MARYAM HUSSAIN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
ANDREW BENDOKAS
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
KASSI BLANCHARD
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
BRIANNA ARNOLD
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
MATTHEW BATTERN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
LILY AKSAN
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
RYSHUN SAMPSON
12770 GATEWAY DR STUKWILAWA98168BECU MEMBERISCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,038ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98,456ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$148,128ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$247,622ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$247,622TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1cLineNumberTxt
Involved$37,284InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

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

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (21 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOEING EMPLOYEES' CREDIT UNION
112770 GATEWAY DR S MAILSTOP 1011-1TUKWILAWA98168$249,742Yes (X)
MASTERCARD
2100 MANHATTANVILLE ROADPURCHASENY10577$50,000Yes (X)
PSCU
3560 CARILLON PARKWAYSAINT PETERSBURGFL33716$50,000Yes (X)
FISERV
4255 FISERV DRIVE PO BOX 979BROOKFIELDWI53008$50,000Yes (X)
CO-OP FINANCIAL SERVICES
59692 HAVEN AVENUERANCHO CUCAMONGACA91730$30,000Yes (X)
ZAYO
61805 29TH ST STE 2050BOULDERCO80301$15,000Yes (X)
LOOMIS
75200 E MARGINAL WAY SSEATTLEWA98134$15,000Yes (X)
VISA
81 MARKET ST 600SAN FRANCISCOCA94105$15,000Yes (X)
USI
94605 COLUMBUS STREETVIRGINIA BEACHVA23462$15,000Yes (X)
NCR
10864 SPRING ST NWATLANTAGA30308$15,000Yes (X)
EQUIFAX
111550 PEACHTREE ST NWATLANTAGA30309$7,500Yes (X)
PEGASYSTEMS
12ONE ROGERS STREETCAMBRIDGEMA02142$7,500Yes (X)
WEST MONROE PARTNERS
13222 W ADAMS ST 11TH FLOORCHICAGOIL60606$7,500Yes (X)
MX
143401 NORTH THANKSGIVING WAY STE 500LEHIUT84043$7,500Yes (X)
MEMBERS TRUST
1514025 RIVEREDGE DR STE 280TAMPAFL33637$7,500Yes (X)
CATALYST WORKPLACE ACTIVATION
1610848 E MARGINAL WAY SSEATTLEWA98168$7,500Yes (X)
POINT B
171420 5TH AVE SUITE 500SEATTLEWA98101$7,500Yes (X)
BRIDGEFORCE
18101 BRICK ROAD SUITE 300CHADDS FORDPA19317$7,500Yes (X)
KAYE SMITH
194101 OAKESDALE AVE SWRENTONWA98057$7,500Yes (X)
TRANSUNION
20555 W ADAMS STCHICAGOIL60661$7,500Yes (X)
COLUMBIA PACIFIC WEALTH MGMT
211910 FAIRVIEW AVE E SUITE 200SEATTLEWA98102$7,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT EXPENSE$6,229$1,246$4,983
TAX PREPARATION FEES$7,771$1,554$6,217

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES 1-3 YEAR CREDIT BOND ETF$174,492$174,492
SPDR BARCLAYS SHORT TERM CORPORATE$174,571$174,571

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE MSCI EMERGING MKTS$291,198$291,198
ISHARES CORE S&P SMALL-CAP ETF$297,660$297,660
ISHARES TR CORE MSCI EAFE ETF$372,680$372,680
ISHARES S&P MID-CAP 400 VALUE ETF$296,739$296,739
PIMCO ALL ASSET FUND CLASS I #34$93,050$93,050
SPDR S&P 500 ETF TRUST$777,002$777,002
VANGUARD VALUE ETF$508,654$508,654

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,047,681USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,047,681USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemACCRUED INTEREST/CONTRIBUTIONSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$22,846BookValueAmt
EOYFMV$22,846EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Amt$437,547Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GOLF TOURNAMENT FEES$87,185$0$0
SCHOLARSHIP ADMINISTRATION EXPENSES$49,119$0$49,119

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$37,284$37,284$0
INVESTMENT FEES$21,252$21,252$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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