BECU FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BECU FOUNDATION (EIN 91-1703337)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201833139349100908
- Schema version
- 2017v2.3
- 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 | 2018-11-09T15:40:50-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | RACHEL VAN NOORD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2064395700 | PhoneNum |
| Signature | 2018-10-25 | 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 | 2018-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-25 | IPDt |
| IP Tm | 16:41:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A84561D947C5856B3AEF921D2AF89307CF8C361 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,192,637 | 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 | $670,914 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,948 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $915,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,384 | 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 | $9,799 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,839 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,996 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $473,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,810 | CashBOYAmt |
| Cash EOY | $148,311 | CashEOYAmt |
| Cash EOYFMV | $148,311 | CashEOYFMVAmt |
| US Government Obligations BOY | $880,434 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,041,529 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,041,529 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,108,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,308,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,308,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $372,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $678,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $678,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,094 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,856 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,489,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,192,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,192,637 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,422 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,701 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,701 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,402,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,939,460 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $276,385 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $441,476 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,810,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,810,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,488,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,489,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,192,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,488,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $473,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $228,766 | OtherIncreasesAmt |
| Subtotal | $4,190,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ST CAPITAL GAIN DISTRIBUTION | P | $174 | $174 | $174 | |
| PUBLICLY TRADED STOCK LT | P | $630,604 | $171,453 | $171,453 | $459,151 |
| LT CAPITAL GAIN DISTRIBUTION | P | $321 | $321 | $321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,948 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $267,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,235,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,064,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $267,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,946,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $184,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,626,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,293,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068779 | DistributionYr5Rt |
| Total Distribution | 0.405751 | TotalDistributionRt |
| Average Distribution | 0.081150 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,820,026 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $309,995 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,889 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $311,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $616 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,884 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,289 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 | $3,691,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,856 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,878,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,878,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,820,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,778 | TotalTaxAmt |
| Distributable Before Adj | $187,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,835 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $303,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,759 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $184,509 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,954 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $286,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,003,631 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,612 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,120,243 | 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 | $157,759 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $962,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $184,509 | ExcessFromYear4Amt |
| Excess From Year3 | $268,954 | ExcessFromYear3Amt |
| Excess From Year2 | $286,127 | ExcessFromYear2Amt |
| Excess From Year1 | $106,282 | ExcessFromYear1Amt |
| Excess From Current Year | $116,612 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RACHEL VAN NOORD | 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 | RACHEL.VANNOORD@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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDRA L JAOUICHE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ALEXIS CHAN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ALYSSA L SILVERNAIL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| AMY J MCIVOR | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ANDREW T MOORE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ANDREW W LARSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ANGELA C LARSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| AUBREY A PATRICK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| AUDREY E FRIEDLINE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| AVERY H FULFORD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| BAYLEY A GOCHANOUR | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| BRANDON HALL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| BRETT J BABBEL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| BRIANNA J CHRISTIANSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| BROOKE M TAYLOR | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CALEB D OLSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CAROLINE S SIEWERT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CARTER TK MOORING | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CELESTE L WILSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CHRISTOPHER B CHEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CONNOR J BLOCK | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| CORINNE R ROPPEL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| DEANDRE I LEFTRIDGE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| DIANE J SHELLEY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EDWARD L YEATES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ELLIE K CLAWSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EMILY L JACKSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EMILY M GARD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EMILY R CLOUSE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EMMA B LEDSHAM | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| EMMA TORNOW | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| ERIN M MARSHALL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| HAILEY M JENSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| HANA T FESEHA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| IAN P FLYNN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JACKSON V STOKES | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JACOB S SETTLE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JACQUELINE A OSWALT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JACQUELINE CHAMBERLAIN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JAMIE K BEIRNE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JASMINE W SUN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JENNIFER C PALOMO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JENNIFER COUSINEAU | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JENNIFER KHUC | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JOHN R MCMANIS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JORDYN B MAYER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JOSEPH M CHRISTENSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JULIA A CAMMARATA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JULIA A HOLDER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JULIA MARIGA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| JULIANA M BUSHNELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| KIMBERLY S MORGAN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| KIMVY A KHONG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| KUNAAL SIKKA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| LAUREN G PETERSEN | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| LILY A BASTING | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| LINDSEY P ERNST | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MAKAILA HEIFNER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MARINA J HUTCHISON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MATTHEW C GAGNER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MATTHIAS Z BEDGISOFF | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MEERA V SHAH | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MEGAN A SEIBERT | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MESERET B GUTEMA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MIA R RICHARDS | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| MICHAELA R TODD | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| NATALIE E RUDNEV | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| NICOLE LEUNG | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| PIPER E BROWNING | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| RAVEN V LIRIO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| REBECCA P GORRIE | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| SASHA J POMERANTZ | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| SHAWN J COLLIER | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| SOPHIE G NELSON | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| SURABHI G MUNDADA | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| SYDNEY A JANEWAY | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| THERESE E DEBARTOLO | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| TREYTON C HOWELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| WHITNEY M BUELL | |||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | BECU MEMBER | I | SCHOLARSHIP | $3,000 |
| WHITNEY N WILKES | |||||||
| 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 | $240,000 | 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 | $558 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $244,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,384 | 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 | $34,707 | 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 |
|---|---|---|---|---|---|---|
| BOEING EMPLOYEES' CREDIT UNION | ||||||
| 1 | 12770 GATEWAY DR S MAILSTOP 1011-1 | TUKWILA | WA | 98168 | $191,746 | Yes (X) |
| BRIDGEFORCE | ||||||
| 2 | 101 PONDS EDGE DRIVE SUITE 300 | CHADDS FORD | PA | 19317 | $7,293 | Yes (X) |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | ||||||
| 3 | 1910 FAIRVIEW AVENUE EAST STE 200 | SEATTLE | WA | 98102 | $7,500 | Yes (X) |
| COMPLETE OFFICE | ||||||
| 4 | 11521 EAST MARGINAL WAY SOUTH STE 1 | SEATTLE | WA | 98168 | $10,000 | Yes (X) |
| COOP FINANCIAL | ||||||
| 5 | 9692 HAVEN AVE | RANCHO CUCAMONGA | CA | 91307 | $15,000 | Yes (X) |
| DELL EMC | ||||||
| 6 | 505 1ST AVE S 60 | SEATTLE | WA | 98104 | $7,293 | Yes (X) |
| FISERV | ||||||
| 7 | PO BOX 979 | BROOKFIELD | WI | 53008 | $29,175 | Yes (X) |
| LESTER AND BERNICE SMITH FOUNDATION | ||||||
| 8 | 4101 OAKESDALE AVE | RENTON | WA | 98057 | $7,500 | Yes (X) |
| LOOMIS | ||||||
| 9 | 3716 S G STREET | TACOMA | WA | 98444 | $7,500 | Yes (X) |
| MASTERCARD | ||||||
| 10 | 2000 PURCHASE ST | PURCHASE | NY | 10577 | $50,000 | Yes (X) |
| MX | ||||||
| 11 | 3401 N THANKSGIVING WAY SUITE 500 | LEHI | UT | 84043 | $7,293 | Yes (X) |
| NCR CORPORATION | ||||||
| 12 | 2212 WARREN AVENUE NORTH | SEATTLE | WA | 98109 | $15,000 | Yes (X) |
| POINT B | ||||||
| 13 | 1420 FIFTH AVENUE SUITE 2200 | SEATTLE | WA | 98101 | $7,293 | Yes (X) |
| PSCU | ||||||
| 14 | 560 CARILLON PARKWAY | ST PETERSBURG | FL | 33716 | $50,000 | Yes (X) |
| SWINERTON BROTHERS | ||||||
| 15 | 260 TOWNSEND ST | SAN FRANCISCO | CA | 94107 | $7,293 | Yes (X) |
| TRANSUNION | ||||||
| 16 | 555 W ADAMS | CHICAGO | IL | 60661 | $7,500 | Yes (X) |
| USI KIBBLE & PRENTICE | ||||||
| 17 | 601 UNION STREET STE 1000 | SEATTLE | WA | 98101 | $7,500 | Yes (X) |
| WEST MONROE PARTNERS | ||||||
| 18 | 14826 219TH DR SE | MONROE | WA | 98272 | $7,293 | Yes (X) |
| WILD WAVES INC | ||||||
| 19 | 16201 ENCHANTED PKWY | FEDERAL WAY | WA | 98003 | $7,397 | Yes (X) |
| ZAYO | ||||||
| 20 | 20829 72ND AVE S SUITE 300 | KENT | WA | 98032 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT EXPENSE | $7,129 | $1,426 | $5,703 |
| TAX PREPARATION FEES | $2,670 | $534 | $2,136 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR CREDIT BOND ETF | $475,761 | $475,761 |
| SPDR BARCLAYS SHORT TERM CORPORATE | $202,567 | $202,567 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MKTS | $289,792 | $289,792 |
| ISHARES CORE S&P SMALL-CAP ETF | $285,042 | $285,042 |
| ISHARES TR CORE MSCI EAFE ETF | $327,344 | $327,344 |
| ISHARES S&P MID-CAP 400 VALUE ETF | $259,859 | $259,859 |
| PIMCO ALL ASSET FUND CLASS I #34 | $76,873 | $76,873 |
| SPDR S&P 500 ETF TRUST | $247,646 | $247,646 |
| T ROWE PRICE INSTITUTIONAL | $36,652 | $36,652 |
| VANGUARD INDEX FDS VANGUARD | $164,067 | $164,067 |
| VANGUARD INTL GROWTH FUND ADM #581 | $76,873 | $76,873 |
| VANGUARD VALUE ETF | $544,465 | $544,465 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,041,529 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,041,529 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED INTEREST/CONTRIBUTIONS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,856 | BookValueAmt |
| EOYFMV | $15,856 | EOYFMVAmt |
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 | $78,437 | $0 | $0 |
| SCHOLARSHIP ADMINISTRATION EXPENSES | $55,996 | $0 | $55,996 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $228,766 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $34,707 | $34,707 | $0 |
| INVESTMENT FEES | $18,799 | $18,799 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MASTERCARD | |||
| 2000 PURCHASE STREET | PURCHASE | NY | 10577 |
| PSCU | |||
| 560 CARILLON PARKWAY | ST PETERSBURG | FL | 33716 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $3,790 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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