BECU FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BECU FOUNDATION (EIN 91-1703337)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349102996
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T17:57:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | Deborah Wege | PersonNm |
| Person Title | Secretary/Executive Director | PersonTitleTxt |
| Phone | 2064395700 | PhoneNum |
| Signature | 2017-11-10 | 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 | 2017-11-10 | 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 | 2017-11-10 | IPDt |
| IP Tm | 16:49:02 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 86B92690DBA53B450090ACE3D4C990CC6A999576 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 132EDAFD8249FF5C4AD148A24290C6B89BBD21E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,489,822 | 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 | $458,317 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,643 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $614,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,807 | 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 | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,057 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300,784 | CashBOYAmt |
| Cash EOY | $109,810 | CashEOYAmt |
| Cash EOYFMV | $109,810 | CashEOYFMVAmt |
| US Government Obligations BOY | $776,401 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $880,434 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $880,434 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,797,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,108,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,108,497 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $244,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $372,987 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $372,987 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $18,444 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,094 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,094 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,137,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,489,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,489,822 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,300 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,422 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,422 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,115,889 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,402,015 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $210,091 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $276,385 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,810,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,810,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,135,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,488,400 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,137,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,489,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,135,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $117,101 | OtherIncreasesAmt |
| Subtotal | $3,488,400 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,488,400 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Pubicly traded stock - LT | $1,023,017 | $930,559 | $92,458 | $92,458 | |
| ST Capital Gain Distribution | $185 | $185 | $185 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,643 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,064,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,946,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,626,200 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,293,714 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $141,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,035,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069759 | DistributionYr5Rt |
| Total Distribution | 0.392697 | TotalDistributionRt |
| Average Distribution | 0.078539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,235,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,114 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,172 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $269,000 | 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 | $1,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,442 | OverpaymentAmt |
| Applied To ES Tax | $80 | AppliedToESTaxAmt |
| Refund | $1,362 | 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 | 0 | 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 |
| Deborah Wege | ||||||||
| 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 | $3,184,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,931 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,284,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,284,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,272 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,235,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,058 | TotalTaxAmt |
| Distributable Before Adj | $160,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $269,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,058 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,941 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $157,759 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $184,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,954 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,127 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $916,290 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,282 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,022,572 | 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 | $18,941 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,003,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $157,759 | ExcessFromYear4Amt |
| Excess From Year3 | $184,509 | ExcessFromYear3Amt |
| Excess From Year2 | $268,954 | ExcessFromYear2Amt |
| Excess From Year1 | $286,127 | ExcessFromYear1Amt |
| Excess From Current Year | $106,282 | 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 |
| 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 (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abigail Snyder | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Akisha Bedgisoff | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Alex Shang | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Alexa Landis | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Amanda Stice | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Andrew Vo | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Andrew Wallen | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Anna Lynch | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Ashley Barnett | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Brett Bashaw | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Brianna Soulier | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Christian Knutson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Christina Kobayashi | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Christina Lundy | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Darrell Lee | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Derek Ramage | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Devin McDonald | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Dominique Tate | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Dylan Milligan | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Eilish McLean | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Ellise Ward | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Emily Ness | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Emily Saunders | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Esther Powers | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Gabrielle Carufel | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Grace Kariuki | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hailey Johnston | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hanna Venera | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hannah Bolotin | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hannah Fox | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hannah Vincelette | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Hemlal Acharya | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Janelle Gibson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Jessi Beyer | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Josef Sollmann | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Juliana Lynch | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kaitlyn Smith | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Katelyn Sherick | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Katrina Lacayo | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kaylee Hansen | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kaylee Hatfield | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kelcie Urstad | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kiana Peterson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Krista Vavrik | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kristina Alvarez | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kyle Dickson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kyleigh Carbon | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Kylie Rademacher | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Landon Berry | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Leah Shin | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Leeza Schwartz | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Macey Bishop | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Maggie Ugelstad | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Malgorzata Radka | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Maria Namuddu | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Matthew Groome | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Matthew Malueg | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Meaghan Oakes | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Melanie Chen | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Michael Lee | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Michael Mason | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Michael Shea | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Milton Baidoum | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Nicholas Braukmann | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Peri Kirkpatrick | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Rachel Groberman | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Rose Myers | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sarah Macala | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sarah Stefanik | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sean Yu | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Shelby Kremenich | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sierra Tireman | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sophia Nguyen | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Spencer Broden | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Sydney Walker | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Vincy Fok | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| William Miller | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Winter Wilson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Zachary Hasson | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Zoey Salsbury | |||||||
| 12770 Gateway Dr S | Tukwila | WA | 98168 | BECU Member | I | Scholarship | $3,000 |
| Marlena R Angermann | |||||||
| 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 | $243,000 | 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 | $129 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,035 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,643 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Grant | Desc |
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $2,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,807 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11b | LineNumberTxt |
| Relationship Statement | Prior Year Grant | RelationshipStatementTxt |
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 | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| Boeing Employees' Credit Union | ||
| 1c | $29,920 | 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. |
| Boeing Employees' Credit Union | ||
| 1b(4) | $2,500 | BECU foundation was reimbursed for federal tax payments. |
| 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 (19 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 | $158,333 | Yes (X) | Yes (X) |
| Wild Waves Inc | |||||||
| 2 | 16201 Enchanted Pkwy | Federal Way | WA | 98003 | $7,593 | Yes (X) | |
| BRIDGEFORCE | |||||||
| 3 | 101 Ponds Edge Drive Suite 300 | Chadds Ford | PA | 19317 | $7,500 | Yes (X) | |
| COLUMBIA PACIFIC WEALTH MANAGEMENT | |||||||
| 4 | 1910 Fairview Avenue East Ste 200 | Seattle | WA | 98102 | $7,500 | 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 | $7,500 | Yes (X) | |
| FISERV | |||||||
| 7 | PO Box 979 | Brookfield | WI | 53008 | $30,000 | 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 | $7,500 | 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 | $7,500 | 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 | $7,500 | 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 | $7,500 | Yes (X) | |
| ZAYO | |||||||
| 19 | 20829 72nd Ave S Suite 300 | Kent | WA | 98032 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Donated Consulting Services | NoncashPropertyDesc |
| Fair Market Value | $29,921 | FairMarketValueAmt |
| Received | 2016-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Expense | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR CREDIT BOND ETF | $169,688 | $169,688 |
| SPDR BARCLAYS SHORT TERM CORPORATE | $203,299 | $203,299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX STOCK FUND #145 | $0 | $0 |
| ISHARES CORE MSCI EMERGING MKTS | $221,589 | $221,589 |
| ISHARES CORE S&P SMALL-CAP ETF | $275,590 | $275,590 |
| ISHARES TR CORE MSCI EAFE ETF | $234,524 | $234,524 |
| ISHARES S&P MID-CAP 400 VALUE ETF | $226,382 | $226,382 |
| PIMCO ALL ASSET FUND CLASS I #34 | $70,546 | $70,546 |
| SPDR S&P 500 ETF TRUST | $352,954 | $352,954 |
| T ROWE PRICE INSTITUTIONAL | $43,354 | $43,354 |
| VANGUARD DIVIDEND GROWTH FUND #57 | $97,902 | $97,902 |
| VANGUARD INDEX FDS VANGUARD | $135,803 | $135,803 |
| VANGUARD INTL GROWTH FUND ADM #581 | $115,576 | $115,576 |
| VANGUARD MID-CAP GROWTH FUND #301 | $33,669 | $33,669 |
| VANGUARD VALUE ETF | $300,608 | $300,608 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $880,434 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $880,434 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest/Contributions | Desc |
| BOY Book Value | $18,444 | BOYBookValueAmt |
| EOY Book Value | $18,094 | EOYBookValueAmt |
| EOYFMV | $18,094 | 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 | $59,248 | $0 | $0 |
| Other Operating Expenses | $18,000 | $0 | $18,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Grant | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain (loss) on Investments | Desc |
| Amt | $117,101 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting Fees | $29,922 | $29,922 | $0 |
| Investment Fees | $16,135 | $16,135 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments