BEN & MYRTLE WALKLING MEMORIAL TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BEN & MYRTLE WALKLING MEMORIAL TRUST (EIN 94-3166048)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349105553
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- 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 | 2026-05-14T18:08:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garnero Smith Hurd & Miller | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 E 8TH ST | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943166048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALKLING MEMORIAL TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLY ROCKWELL-IRWIN | InCareOfNm |
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 3605823801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1588 | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3605656062 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stuart T Smith | PreparerPersonNm |
| PTIN | P00013633 | PTIN |
| Phone | 3604570436 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,340,087 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $599 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $599 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $266,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,757 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $235 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $38,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,371 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $163,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,641 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $235 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,803 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,803 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,103 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,698 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,503 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,606 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,606 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,224 | CashBOYAmt |
| Cash EOY | $3,769 | CashEOYAmt |
| Cash EOYFMV | $3,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,675 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,014 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $2,850,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,889,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,307,643 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,900,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,921,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,340,087 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $54,135 | GrantsPayableBOYAmt |
| Grants Payable EOY | $35,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $54,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,846,088 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,886,684 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,846,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,886,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,900,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,921,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,846,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,713 | OtherIncreasesAmt |
| Subtotal | $2,886,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,886,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PEIYX | P | 2024-07-01 | 2025-01-21 | $3,701 | $3,591 | $110 | $110 |
| VLMIX | P | 2024-06-28 | 2025-01-21 | $1,582 | $1,496 | $86 | $86 |
| WCPBX | P | 2024-06-28 | 2025-01-21 | $1,501 | $1,504 | -$3 | |
| QQQ | P | 2016-05-10 | 2025-12-16 | $18,077 | $3,318 | $14,759 | $14,759 |
| GLIFX | P | 2022-03-16 | 2025-07-22 | $22,179 | $20,083 | $2,156 | $2,096 |
| PIMIX | P | 2016-05-10 | 2025-07-22 | $3,882 | $4,266 | -$103 | -$384 |
| PCBIX | P | 2016-12-21 | 2025-07-24 | $2,936 | $1,501 | $1,435 | $1,435 |
| PEIYX | P | 2024-07-01 | 2025-12-16 | $11,722 | $10,351 | $1,371 | $1,371 |
| PRWCX | P | 2015-12-15 | 2025-07-24 | $3,971 | $2,631 | $1,340 | $1,340 |
| TSIIX | P | 2023-05-12 | 2025-07-24 | $9,535 | $9,394 | $141 | $141 |
| VLMIX | P | 2024-06-28 | 2025-07-24 | $2,528 | $2,389 | $139 | $139 |
| UST BOND | P | 1998-03-02 | 2025-02-18 | $7,000 | $7,000 | ||
| GAB/GUT | P | 1999-04-29 | 2025-03-17 | $1 | $0 | $1 | $1 |
| PTIAX | P | 2025-06-03 | 2025-08-18 | $4,020 | $3,981 | $39 | $39 |
| AFMFX | P | 2024-04-02 | 2025-08-18 | $2,011 | $1,781 | $230 | $230 |
| APHYX | P | 2024-04-02 | 2025-08-18 | $1,715 | $1,266 | $449 | $449 |
| DODIX | P | 2024-04-02 | 2025-08-18 | $34,116 | $33,574 | $542 | $542 |
| GBIL | P | 2024-04-02 | 2025-12-02 | $5,996 | $5,986 | $10 | $10 |
| GSIMX | P | 2024-04-02 | 2025-08-18 | $2,725 | $2,703 | $22 | $22 |
| ICMUX | P | 2024-04-02 | 2025-08-18 | $2,878 | $2,821 | $57 | $57 |
| RPIFX | P | 2024-04-02 | 2025-08-18 | $2,805 | $2,817 | -$7 | -$12 |
| SCHR | P | 2024-04-02 | 2025-06-03 | $74,966 | $73,848 | $1,118 | $1,118 |
| TIHAX | P | 2024-04-04 | 2025-08-18 | $2,688 | $2,245 | $443 | $443 |
| VGSH | P | 2024-04-02 | 2025-06-03 | $44,180 | $43,761 | $419 | $419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,757 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $235 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,836 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,836 | SubtotalAmt |
| Tax Based On Investment Income | $1,836 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $91 | EsPenaltyAmt |
| Tax Due | $1,927 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY ROCKWELL-IRWIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3605656062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1588 | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| VICKI CORSON | ||||||||
| 332 BENSON RD | PORT ANGELES | WA | 98363 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| TOM ANDERSON | ||||||||
| 325 W 15TH ST | PORT ANGELES | WA | 98362 | SECRETARY | 5.0 | $0 | $0 | $0 |
| GWYN CALLIS | ||||||||
| 1215 E 6TH ST | PORT ANGELES | WA | 98362 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| K PENNEY SANDERS | ||||||||
| PO BOX 1719 | PORT ANGELES | WA | 98362 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| DAWN SHIDELER | ||||||||
| 403 S PEABODY ST | PORT ANGELES | WA | 98362 | DIRECTOR | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GRANT FOR MEDICAL RELATED ACTIVITIES LOCATED IN CLALLAM COUNTY WASHINGTON THROUGH CCPS AND MEDICAL RELATED SCHOLARSHIPS | Description1Txt |
| Expenses1 | $25,403 | Expenses1Amt |
| Description2 | EDUCATIONAL COLLEGE SCHOLARSHIPS PAID TO GRADUATES OF PORT ANGELES HIGH SCHOOL AND OUTLYING AREAS | Description2Txt |
| Expenses2 | $59,000 | Expenses2Amt |
| Description3 | CHARITABLE GRANTS TO NON-PROFIT ORGANIZATIONS IN CLALLAM COUNTY WASHINGTON TO ASSIST WITH NEW PROGRAMS AND CAPITAL IMPROVEMENTS | Description3Txt |
| Expenses3 | $38,213 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,231,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,263,424 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,263,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,214,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,836 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,698 | IncomeTaxAmt |
| Total Tax | $3,534 | TotalTaxAmt |
| Distributable Before Adj | $157,190 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,190 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $122,616 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,190 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $122,616 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $34,574 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOLLY IRWIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1588 | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3605656062 | RecipientPhoneNum |
| Form And Info And Materials | CHARITABLE & MEDICAL GRANTS ARE CONSIDERED ANNUALLY, SCHOLARSHIP APPLICATIONS ARE COMPLETED WITH SCHOOL SCHOLARSHIP NOTEBOOKS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOOL YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CLALLAM COUNTY, NO RECURRING ITEMS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | ||||||
| 829 EAST 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $1,950 |
| BOYS & GIRLS CLUB OLYMPIC PENINSULA | ||||||
| 400 W FIR ST | SEQUIM | WA | 98382 | PC | PROGRAM SUPPORT | $2,000 |
| CONCERNED CITIZENS | ||||||
| PO BOX 1787 | FORKS | WA | 98331 | PC | PROGRAM SUPPORT | $2,000 |
| FIELD ARTS & EVENTS HALL | ||||||
| PO BOX 71 | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $2,000 |
| JOYCE COMMUNITY EDUCATION FOUNDATION | ||||||
| PO BOX 20 | JOYCE | WA | 98343 | SO-DP | PROGRAM SUPPORT | $2,500 |
| OLYMPIC NATURE EXPERIENCE | ||||||
| PO BOX 688 | CARLSBORG | WA | 98324 | PC | PROGRAM SUPPORT | $2,500 |
| OLYMPIC UNITARIAN UNIVERSALIST | ||||||
| PO BOX 576 | CARLSBORG | WA | 98324 | PC | PROGRAM SUPPORT | $2,400 |
| PENINSULA BEHAVIORAL HEALTH | ||||||
| 118 E 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $3,963 |
| SEQUIM FOOD BANK | ||||||
| PO BOX 1453 | SEEQUIM | WA | 98382 | PC | PROGRAM SUPPORT | $5,000 |
| THE ANSWER FOR YOUTH | ||||||
| PO BOX 633 | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $2,000 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | ||||||
| 829 E 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $1,900 |
| MANNA | ||||||
| 139 W 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $5,000 |
| CLALLAM PROMISE SCHOLARSHIP | ||||||
| 1502 E LAURIDSEN BLVD | PORT ANGELES | WA | 98362 | SO-DP | PROGRAM SUPPORT | $5,000 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | ||||||
| 829 E 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $5,400 |
| CLALLAM RESILIENCE PROJECT | ||||||
| 302 S FRANCIS ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $1,235 |
| VOLUNTEER HOSPICE OF CLALLAM COUNTY | ||||||
| 829 E 8TH ST | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $15,300 |
| HURRICANE RIDGE SKI PATROL | ||||||
| 1038 GRANT AVE | PORT ANGELES | WA | 98362 | PC | PROGRAM SUPPORT | $3,468 |
| VARIOUS STUDENTS | ||||||
| PO BOX 1588 | PORT ANGELES | WA | 98362 | I | SCHOLARSHIPS | $59,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,616 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OLYMPIC PENINSULA YMCA | |||||||
| 302 S FRANCIS ST | PORT ANGELES | WA | 98362 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| CONCERNED CITIZENS | |||||||
| PO BOX 1787 | FORKS | WA | 98331 | none | PC | PROGRAM SUPPORT | $10,000 |
| VARIOUS STUDENTS | |||||||
| PO BOX 1588 | PORT ANGELES | WA | 98362 | NONE | I | HIGH SCHOOL SCHOLARSHIPS | $23,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $35,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $163,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX SERVICES | CategoryTxt |
| Amt | $1,803 | Amt |
| Net Investment Income | $1,803 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (31 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| QQQ | $63,955 | $229,477 |
| GLIFX | $156,163 | $178,388 |
| PIMIX | $197,157 | $195,519 |
| PCBIX | $115,206 | $159,269 |
| PEIYX | $158,585 | $176,845 |
| PRWCX | $215,429 | $245,813 |
| TSIIX | $178,091 | $183,140 |
| VLMIX | $165,282 | $165,553 |
| WCPBX | $172,114 | $175,354 |
| AMERICAN MUTUAL FUND | $62,739 | $67,566 |
| ARTISAN DEVELOPING WORLD FUND | $40,659 | $50,796 |
| DODGE & COX INCOME FUND | $131,290 | $136,337 |
| GOLDMAN SACHS ACCESS TRESURY | $23,144 | $23,186 |
| GOLDMAN SACHS GQG PARTNERS | $90,602 | $90,739 |
| INSURED DEPOSIT CASH | $6,599 | $6,599 |
| INTREPID INCOME FUND | $93,586 | $94,907 |
| INVESCO S&P MIDCAP | $110,932 | $105,800 |
| ISHARES TREASURY BOND | $43,703 | $43,413 |
| ISHARES RUSSELL TOP 200 | $72,994 | $104,406 |
| ISHARES ULTRA SHORTTERM BOND | $43,753 | $43,954 |
| PACER US SMALL CAP | $43,323 | $39,800 |
| PERFORMANCE TRUST STRATEGIC | $130,070 | $132,939 |
| REAL ESTATE SELECT SECTOR | $43,740 | $45,999 |
| SCHWAB INTERMEDIATE TERM | $71,954 | $74,312 |
| SCHWAB US DIVIDEND EQUITY | $43,760 | $45,177 |
| SPDR RUSSELL 1000 YIELD | $43,676 | $46,219 |
| T ROWE PRICE INSTITUTIONAL | $93,009 | $92,544 |
| TRANSAMERICA INTERNATIONAL | $73,871 | $92,207 |
| VANGUARD S&P 500 | $160,564 | $211,343 |
| VANGUARD SHORT TERM TREASURY | ||
| VANGUARD SMALL CAP | $43,290 | $50,042 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $410 | $410 | |
| POST OFFICE BOX RENT | $488 | $244 | $244 |
| INSURANCE | $849 | $849 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $38,371 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,371 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR PRIOR PLEDGED GRANTS | Desc |
| Amt | $34,713 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HOLLY IRWIN | $4,206 | $2,103 | $2,103 |
| DA DAVIDSON | $14,221 | $14,221 | |
| SEI | $11,467 | $11,467 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,698 | Amt |
| Net Investment Income | $1,698 | NetInvestmentIncomeAmt |