BECU FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BECU FOUNDATION (EIN 91-1703337)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202513099349101551
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T10:14:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921372905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPSAHL DAWSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10940 NE 33RD PLACE SUITE 100 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 MSC 1011-1 | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981683309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA DIXON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2064395700 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSEY SAS CPA | PreparerPersonNm |
| PTIN | P01620141 | PTIN |
| Phone | 4258891778 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,523,593 | 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 | $2,793,373 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,264 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,037,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,884 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,264 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,534 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $336,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $399,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $478,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $877,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,159,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,334 | CashBOYAmt |
| Cash EOY | $12,002 | CashEOYAmt |
| Cash EOYFMV | $12,002 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $688,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,819,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,819,230 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $66,239 | AcctRcvblAmt |
| Acct Rcvbl BOY | $60,005 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $66,239 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $66,239 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,006,112 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,007,779 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,007,779 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,876,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,260,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,260,690 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $357,653 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,653 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,111,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,523,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,523,593 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,880 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,130 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $117,880 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,130 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,630,303 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,074,123 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,363,321 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,444,340 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,993,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,518,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,111,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,523,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,993,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,159,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $365,053 | OtherIncreasesAmt |
| Subtotal | $9,518,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,518,463 | 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 |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $102,492 | $104,982 | -$2,490 | -$2,490 |
| PUBLICLY TRADED SECURITIES - LT | $351,616 | $298,862 | $52,754 | $52,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,264 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,490 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $69 | EsPenaltyAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $28 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | GLORIA DIXON | IndividualWithBooksNm |
| Phone | 2064395700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 GATEWAY DR S MSC 1011-1 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| BEVERLY ANDERSON | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | EX OFFICIO | 1.00 | $0 | $0 | $0 |
| DARRELL POWELL | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | TREASURER | 1.00 | $0 | $0 | $0 |
| DENIS FARMER | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | SECRETARY | 1.00 | $0 | $0 | $0 |
| FAALUAINA PRICHARD | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GLORIA DIXON | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER TEUNON | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEANNE MOSS | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROGER MAULDIN | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM BERQUIST | ||||||||
| 12770 GATEWAY DR S | TUKWILA | WA | 98168 | VICE PRESIDENT | 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 | $6,584,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,684,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $66,239 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,334,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,334,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,194,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,989 | TotalTaxAmt |
| Distributable Before Adj | $457,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $457,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $457,757 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $499,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $212,670 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $265,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $443,337 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,918,955 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,752,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,592,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $499,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $457,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,543 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,634,507 | 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 | $212,670 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,421,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $265,545 | ExcessFromYear4Amt |
| Excess From Year3 | $443,337 | ExcessFromYear3Amt |
| Excess From Year2 | $1,918,955 | ExcessFromYear2Amt |
| Excess From Year1 | $1,752,457 | ExcessFromYear1Amt |
| Excess From Current Year | $41,543 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLORIA DIXON | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLLEGE SUCCESS FOUNDATION | ||||||
| 15500 SE 30TH PLACE SUITE 200 | BELLEVUE | WA | 98007 | PC | PROVIDE FUNDS TO ISSUE 5 $7,000 TWO-YEAR SCHOLARSHIPS, 64 $5,000 TWO-YEAR SCHOLARSHIPS, AND PROVIDE EMERGENCY FUNDS TO THE ORGANIZATION FOR FUTURE SCHOLARSHIPS. | $355,000 |
| WASHINGTON STATE OPPORTUNITY SCHOLARSHIP (WSOS) | ||||||
| 1414 31ST AVE S SUITE 302 | SEATTLE | WA | 98144 | NC | TO PROVIDE FUNDS FOR 6 BACCALAUREATE AND 11 CAREER & TECHNICAL SCHOLARSHIPS FOR STUDENTS. | $123,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $478,000 | 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 | $9,285 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,264 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,884 | 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 | $302,619 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 1 | 18000 INTERNATIONAL BLVD SUITE 1020 | SEATAC | WA | 98188 | $5,000 | Yes (X) | |
| BOEING EMPLOYEES' CREDIT UNION | |||||||
| 2 | 12770 GATEWAY DRIVE S | TUKWILA | WA | 98168 | $302,619 | Yes (X) | |
| BOEING EMPLOYEES' CREDIT UNION | |||||||
| 3 | 12770 GATEWAY DRIVE S | TUKWILA | WA | 98168 | $2,361,226 | Yes (X) | |
| COMPLETE OFFICE | |||||||
| 4 | 11521 E MARGINAL WAY S STE 100 | SEATTLE | WA | 98168 | $8,897 | Yes (X) | |
| TRUST & WILL | |||||||
| 5 | 8605 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | $6,516 | Yes (X) | |
| VISA | |||||||
| 6 | PO BOX 8999 | SAN FRANCISCO | CA | 94128 | $100,000 | Yes (X) | |
| WILD WAVES HOLDINGS LLC | |||||||
| 7 | 36201 ENCHANTED PARKWAY S | FEDERAL WAY | WA | 98003 | $9,115 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SHARED ADMINISTRATION EXPENSES | NoncashPropertyDesc |
| Fair Market Value | $302,619 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,668 | Amt |
| Net Investment Income | $6,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $235,796 | $235,796 |
| ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $121,857 | $121,857 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | $250,929 | $250,929 |
| ISHARES CORE S&P MID-CAP ETF | $447,884 | $447,884 |
| ISHARES CORE S&P SMALL-CAP ETF | $342,780 | $342,780 |
| ISHARES INC CORE MSCI EMKT | $415,776 | $415,776 |
| ISHARES MSCI USA ESG SLECT ETF | $391,155 | $391,155 |
| ISHARES TR CORE MSCI EAFE ETF | $530,684 | $530,684 |
| SPDR S&P 500 ETF TRUST | $1,091,867 | $1,091,867 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | $789,615 | $789,615 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,007,779 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,007,779 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,264 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $63 | $0 | $0 | $0 |
| CONFERENCES, CONVENTION & MEETING | $2,515 | $0 | $0 | $0 |
| INSURANCE - LIABILITY | $1,107 | $0 | $0 | $0 |
| INTEREST EXPENSES | $69 | $0 | $0 | $0 |
| OFFICE EXPENSES | $3,229 | $0 | $0 | $0 |
| SCHOLARSHIP ADMIN | $21,300 | $0 | $0 | $21,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAIN | Desc |
| Amt | $365,053 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $302,779 | $60,524 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $33,727 | $33,727 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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