Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 09-01-2020 , and ending 08-31-2021
Name of foundation
DV & IDA MCEACHERN CHARITABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 52007
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85072
A Employer identification number

91-6063710
B Telephone number (see instructions)

(206) 587-3621
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,041,155J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 426,579 414,470  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 566,584
b Gross sales price for all assets on line 6a 3,215,351
7 Capital gain net income (from Part IV, line 2)... 566,584
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 993,163 981,054  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 158,462 118,847   39,616
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,435 5,324   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 5,884 5,859   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 186,781 130,030 0 40,641
25 Contributions, gifts, grants paid....... 767,197 767,197
26 Total expenses and disbursements. Add lines 24 and 25 953,978 130,030 0 807,838
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,185
b Net investment income (if negative, enter -0-) 851,024
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 493,545 227,945 227,945
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,730,235 Click to see attachment9,065,069 15,412,725
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,279,330 Click to see attachment6,212,458 6,400,485
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,503,110 15,505,472 22,041,155
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,503,110 15,505,472
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 15,503,110 15,505,472
30 Total liabilities and net assets/fund balances (see instructions). 15,503,110 15,505,472
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,503,110
2
Enter amount from Part I, line 27a .....................
2
39,185
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,542,295
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
36,823
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,505,472
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2500. ISHARES GOLD TR   2020-07-02 2020-09-17
b 16363.636 VNGRD ST TERM INVMT GRADE ADM #539   2013-03-28 2020-09-18
c 150. ABBOTT LABS COM   2018-08-27 2020-11-16
d 100. APPLE INC COM   2009-07-06 2020-11-16
e 25. COSTCO WHOLESALE CORP   2015-09-04 2020-11-16
50. ILLUMINA INC   2020-07-02 2020-11-16
2000. ISHARES GOLD TR   2020-07-02 2020-11-16
15. MASTERCARD INC-A   2020-01-22 2020-11-16
125. MICROSOFT CORP   2020-07-02 2020-11-16
1066.098 T ROWE PRICE GWTH STK CL I FD#540   2018-12-13 2020-11-16
200. VONTIER CORPORATION   2016-09-23 2020-11-16
500. WELLS FARGO & CO COM   2020-03-18 2020-11-16
250. ALCON INC ORD SHS   2019-10-30 2020-11-16
250. ABBOTT LABS COM   2018-08-27 2021-01-19
10. ALPHABET INC CAP STK CL A   2019-10-23 2021-01-19
4. AMAZON.COM INC   2020-07-02 2021-01-19
3. AMAZON.COM INC   2019-06-27 2021-01-19
300. APPLE INC COM   2009-07-06 2021-01-19
75. BERKSHIRE HATHAWAY B   2020-01-22 2021-01-19
250. COCA-COLA CO   2018-11-15 2021-01-19
200. COCA-COLA CO   2020-01-22 2021-01-19
50. CONSTELLATION BRANDS INC-A   2015-09-04 2021-01-19
50. DOLLAR TREE STORES   2015-09-21 2021-01-19
375. EVERSOURCE ENERGY COM   2020-07-02 2021-01-19
30. MASTERCARD INC-A   2020-07-02 2021-01-19
50. MASTERCARD INC-A   2015-09-04 2021-01-19
75. MCDONALDS CORP   2020-01-22 2021-01-19
25. MCDONALDS CORP   2019-10-23 2021-01-19
25. MICROSOFT CORP   2020-01-22 2021-01-19
75. MICROSOFT CORP   2019-06-27 2021-01-19
40. PROCTER & GAMBLE CO   2020-07-02 2021-01-19
125. PROCTER & GAMBLE CO   2019-06-27 2021-01-19
380. VANGUARD SMALL CAP GR VIPERS   2019-02-25 2021-01-19
100. VERIZON COMMUNICATIONS   2020-03-18 2021-01-19
190. VERIZON COMMUNICATIONS   2019-10-23 2021-01-19
10535.091 AQR EQTY MKT NEUTRAL FD R6 #15296   2019-12-23 2021-01-20
1820.384 AQR EQTY MKT NEUTRAL FD R6 #15296   2020-12-22 2021-01-20
320.791 T ROWE PRICE GWTH STK CL I FD#540   2020-12-14 2021-01-20
152.245 T ROWE PRICE GWTH STK CL I FD#540   2011-06-20 2021-01-20
4960.317 VANGUARD ULT-S/T ADMIRAL FD #592   2019-03-29 2021-01-20
18148.82 VNGRD ST TERM INVMT GRADE ADM #539   2014-03-31 2021-01-20
7587.458 WESTERN ASSET MAC OPP IS FD #5102   2016-06-07 2021-01-20
34039.958 EATON VANCE EMER MKTS LOC INC I #114   2019-12-30 2021-03-30
34588.267 EATON VANCE FLT-RT HI INC R6 #1048   2017-06-14 2021-03-30
26861.563 EATON VANCE GLBL MACRO ABS R6 #1072   2017-06-14 2021-03-30
18507.583 EATON VANCE GLB MACR ABSOLT FD#1071   2019-12-30 2021-03-30
25. AMERICAN TOWER CORP   2020-07-02 2021-05-04
25. AMERICAN TOWER CORP   2011-12-19 2021-05-04
250. APPLE INC COM   2009-07-06 2021-05-04
125. BERKSHIRE HATHAWAY B   2020-01-22 2021-05-04
150. CONSTELLATION BRANDS INC-A   2015-09-04 2021-05-04
350. DOLLAR TREE STORES   2015-09-21 2021-05-04
75. ILLUMINA INC   2019-12-13 2021-05-04
1700. ISHARES BROAD USD INV GRDE ETF   2020-11-16 2021-05-04
200. PNC FINANCIAL SERVICES GROUP   2019-04-04 2021-05-04
1000. T ROWE PRICE GWTH STK CL I FD#540   2011-06-20 2021-05-04
500. SPDR S & P 500 ETF TR UNIT SER 1   2016-09-23 2021-05-04
300. VANGUARD SMALL CAP GR VIPERS   2019-02-25 2021-05-04
650. VERIZON COMMUNICATIONS   2007-05-29 2021-05-04
200. WEC ENERGY GROUP INC COM   2015-09-04 2021-05-04
25. LINDE PLC COM   2020-07-02 2021-05-04
75. LINDE PLC COM   2020-01-22 2021-05-04
75. ORGANON & CO   2018-11-15 2021-07-07
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46,291   42,460 3,831
b 180,000   176,633 3,367
c 16,763   10,024 6,739
d 11,884   496 11,388
e 9,422   3,474 5,948
15,448   18,633 -3,185
35,969   33,968 2,001
5,119   4,882 237
26,844   24,715 2,129
101,397   61,331 40,066
5,733   1,887 3,846
12,477   13,840 -1,363
16,688   14,675 2,013
27,926   16,706 11,220
17,429   12,530 4,899
12,435   11,649 786
9,326   5,726 3,600
38,305   1,487 36,818
17,595   17,247 348
12,173   12,406 -233
9,739   11,504 -1,765
11,061   6,374 4,687
5,428   3,402 2,026
33,361   32,117 1,244
9,808   9,131 677
16,347   4,536 11,811
15,798   15,914 -116
5,266   4,995 271
5,344   4,159 1,185
16,031   10,081 5,950
5,426   4,855 571
16,958   13,746 3,212
108,045   68,801 39,244
5,740   5,239 501
10,907   11,077 -170
69,216   121,292 -52,076
11,960   11,578 382
32,073   30,244 1,829
15,221   4,864 10,357
100,050   99,206 844
200,000   194,967 5,033
88,849   79,972 8,877
164,073   195,918 -31,845
299,189   299,537 -348
277,480   274,756 2,724
160,461   165,867 -5,406
6,207   6,702 -495
6,207   1,488 4,719
31,780   1,239 30,541
34,954   27,408 7,546
36,149   19,123 17,026
39,874   23,812 16,062
28,179   24,199 3,980
101,076   103,990 -2,914
38,447   28,652 9,795
104,030   31,948 72,082
206,579   100,084 106,495
82,790   54,317 28,473
38,074   26,073 12,001
19,540   9,321 10,219
7,083   5,464 1,619
21,250   14,662 6,588
2,322   1,384 938
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
      97,755
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,831
b       3,367
c       6,739
d       11,388
e       5,948
      -3,185
      2,001
      237
      2,129
      40,066
      3,846
      -1,363
      2,013
      11,220
      4,899
      786
      3,600
      36,818
      348
      -233
      -1,765
      4,687
      2,026
      1,244
      677
      11,811
      -116
      271
      1,185
      5,950
      571
      3,212
      39,244
      501
      -170
      -52,076
      382
      1,829
      10,357
      844
      5,033
      8,877
      -31,845
      -348
      2,724
      -5,406
      -495
      4,719
      30,541
      7,546
      17,026
      16,062
      3,980
      -2,914
      9,795
      72,082
      106,495
      28,473
      12,001
      10,219
      1,619
      6,588
      938
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 566,584
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 11,829
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,829
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,829
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,171
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,171 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletMUFG UNION BANK NA Telephone no.bullet (206) 587-3621

    Located atbulletPO BOX 8445SEATTLEWA ZIP+4bullet981245795
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MUFG UNION BANK N A TRUSTEE
    20     		158,462    
    PO BOX 84495
    SEATTLE,WA981245795
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,225,400
    b
    Average of monthly cash balances.......................
    1b
    464,809
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,690,209
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,690,209
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    310,353
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,379,856
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,018,993
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,018,993
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,829
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,829
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,007,164
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,007,164
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,007,164
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    807,838
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    807,838
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    807,838
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,007,164
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 42,386
    e From 2019...... 13,381
    fTotal of lines 3a through e........ 55,767
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 807,838
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 807,838
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 55,767 55,767
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		143,559
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BURKE MUSEUM
    UW BOX 353010
    SEATTLE,WA98195     		NONE EXEMPT CHARITABLE 5,000
    CAMP FIRE CENTRAL PUGET SOUND
    2414 SW ANDOVER ST STE D-105
    SEATTLE,WA98106     		NONE EXEMPT CHARITABLE 1,000
    CROHNS & COLITIS FOUNDATI
    7683 SE 27TH ST 496
    MERCER ISLAND,WA98005     		NONE EXEMPT CHARITABLE 2,500
    NORTH CASCADES INSTITUTE
    810 STATE ROUTE 20
    SEDRO WOOLLEY,WA98284     		NONE EXEMPT CHARITABLE 15,000
    TREEHOUSE
    2100 24TH AVE SO SUITE 200
    SEATTLE,WA98144     		NONE PC SUPPORT OF DAILY OPERATIONS 5,000
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102     		NONE PC SUPPORT OF DAILY OPERATIONS 4,000
    CHRISTMAS HOUSE
    PO BOX 717
    EVERETT,WA98206     		NONE EXEMPT CHARITABLE 5,000
    SAFE CROSSING FOUNDATION
    4210 SW OREGON ST SUITE H
    SEATTLE,WA98116     		NONE EXEMPT CHARITABLE 2,500
    ANACORTES FAMILY CENTER
    2702 COMMERCIAL AVE
    ANACORTES,WA98221     		NONE EXEMPT CHARITABLE 16,000
    FAMILY WORKS
    1501 NO 45TH
    SEATTLE,WA98103     		NONE EXEMPT CHARITABLE 7,500
    HOPESPARKS
    6424 NORTH 9TH STREET
    TACOMA,WA98406     		NONE EXEMPT CHARITABLE 50,000
    RAINIER FOOTHILLS WELLNESS FDN
    1675 COLE ST
    ENUMCLAW,WA98022     		NONE EXEMPT CHARITABLE 3,500
    PIERCE COUNTY LIBRARY FOUNDATION
    3005 112TH ST E
    TACOMA,WA984462215     		NONE EXEMPT CHARITABLE 7,500
    COTTAGE LAKE PRESBYTERIAN CHURCH
    PO BOX 950
    WOODINVILLE,WA98072     		NONE EXEMPT CHARITABLE 2,800
    RANCHO LAGUNA'S HEART
    37705 SE 47TH STREET
    SNOQUALMIE,WA98065     		NONE EXEMPT CHARITABLE 2,000
    SOLID GROUND
    KIM TULLY GRANTS MANAGER
    1501 NORTH 45TH ST
    SEATTLE,WA98103     		NONE EXEMPT CHARITABLE 5,000
    GIRL SCOUTS WESTERN WASHINGTON
    5601 SIXTH AVE S STE 150
    SEATTLE,WA98108     		NONE EXEMPT CHARITABLE 30,000
    HANDS ON CHILDRENS MUSEUM
    414 JEFFERSON ST NE
    OLYMPIA,WA98501     		NONE EXEMPT CHARITABLE 1,200
    SEATTLE PUBLIC LIBRARY FOUNDATION
    1000 FOURTH AVE
    SEATTLE,WA98104     		NONE EXEMPT CHARITABLE 5,000
    ARTS CORPS
    4408 DELRIDGE AVE SW SUITE 110
    SEATTLE,WA98106     		NONE EXEMPT CHARITABLE 4,178
    SEATTLE CHILDREN'S THEATRE
    201 THOMAS STREET
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 60,000
    NORTHWEST MARITIME CENTER
    31 WATER STREET
    PORT TOWNSEND,WA98368     		NONE EXEMPT CHARITABLE 25,000
    YOUTH EASTSIDE SERVICES
    999 164TH AVE NE
    BELLEVUE,WA98008     		NONE EXEMPT CHARITABLE 4,000
    ASSISTANCE LEAGUE EASTSIDE
    7345 164TH AVENUE NE STE 145-291
    REDMOND,WA98052     		NONE EXEMPT CHARITABLE 10,000
    HEARING SPEECH DEAFNESS CTR
    1625 19TH ST
    SEATTLE,WA98122     		NONE EXEMPT CHARITABLE 25,000
    WASHINGTON STATE HORSE PARK
    PO BOX 2078
    WOODINVILLE,WV98072     		NONE EXEMPT CHARITABLE 2,000
    CENTRUM
    PO BOX 1158
    PORT TOWNSEND,WA98368     		NONE EXEMPT CHARITABLE 4,999
    WISHING WELL FOUNDATION
    16524 - 89TH AVE E
    PUYALLUP,WA98375     		NONE EXEMPT CHARITABLE 4,000
    WRITE253
    4839 NO 8TH ST
    TACOMA,WA98406     		NONE EXEMPT CHARITABLE 2,000
    YMCA OF GREATER SEATTLE
    C/O MEMBER & DONOR SERVICES
    909 FOURTH AVE
    SEATTLE,WA98104     		NONE EXEMPT CHARITABLE 50,000
    BOOK-IT REPERTORY THEATRE
    2032 YALE AVE E APT 104
    SEATTLE,WA98102     		NONE EXEMPT CHARITABLE 4,000
    NOURISH PIERCE COUNTY
    1702 S 172ND STREET
    TACOMA,WA98408     		NONE EXEMPT CHARITABLE 15,000
    DIAPER BANK SKAGIT COUNTY
    387 SNOQUALMIE PLACE
    LA CONNER,WA98257     		NONE EXEMPT CHARITABLE 4,500
    NORTHWEST GIRL CHOIR
    2150 N 122ND
    SEATTLE,WA98133     		NONE EXEMPT CHARITABLE 5,000
    SOMALI HEALTH BOARD
    625 STRANDER BLVD STE B
    TUKWILA,WA98188     		NONE EXEMPT CHARITABLE 5,000
    TED BROWN MUSIC
    6228 TACOMA MALL BLVD
    TACOMA,WA98409     		NONE PC MUSICAL INSTRUMENTS 5,000
    BIRTHDAY DREAMS
    PO BOX 2722
    RENTON,WA98056     		NONE EXEMPT CHARITABLE 5,000
    FOUNDATION FOR EDMONDS
    SCHOOL DISTRICT
    PO BOX 390
    LYNNWOOD,WA98036     		NONE EXEMPT CHARITABLE 4,999
    NEW PHOEBE HOUSE ASSN
    PO BOX 5245
    TACOMA,WA98415     		NONE EXEMPT CHARITABLE 1,876
    NATIONAL NORDIC MUSEUM
    2655 NW MARKET STREET
    SEATTLE,WA98107     		NONE EXEMPT CHARITABLE 2,500
    SNO-ISLE LIBRARIES FOUNDATION
    7312 35TH AVE NE
    MARYSVILLE,WA98271     		NONE EXEMPT CHARITABLE 25,000
    SOUTH SOUND READING FOUNDATION
    305 COLLEGE ST NE
    LACEY,WA98516     		NONE EXEMPT CHARITABLE 4,500
    ST VINCENT DE PAUL NORTH SOUND
    PO BOX 2269
    EVERETT,WA98213     		NONE EXEMPT CHARITABLE 5,000
    WASHINGTON FAMILY ENGAGEMENT
    212 PROFESSIONAL BLDG STE 204
    LYNNWOOD,WA98036     		NONE EXEMPT CHARITABLE 5,000
    ASSISTEENS OF SEATTLE
    1415 NORTH 45TH STREET
    SEATTLE,WA98103     		NONE EXEMPT CHARITABLE 5,000
    SCHOOL OF ACROBATICS&NEW CIRCUS ARTS
    674 ORCAS STREET
    SEATTLE,WA98108     		NONE EXEMPT CHARITABLE 12,000
    BALLARD FOOD BANK
    5130 LEARY AVE NW
    SEATTLE,WA98107     		NONE EXEMPT CHARITABLE 40,000
    RAINIER VALLEY FOOD BANK
    4205 RAINIER AVE SOUTH
    SEATTLE,WA98118     		NONE EXEMPT CHARITABLE 40,000
    MT BAKER COUNCIL BOY SCOUTS OF AMER
    1715 100TH PL SE SUITE B
    EVERETT,WA98208     		NONE EXEMPT CHARITABLE 25,000
    ARLINGTON KIDS' KLOSET
    135 SOUTH FRENCH AVE
    ARLINGTON,WA98223     		NONE EXEMPT CHARITABLE 5,000
    VASHON ALLIED ARTS INC
    18531 BEALL RD SW
    VASHON,WA98070     		NONE EXEMPT CHARITABLE 16,790
    BACKPACK BRIGADE
    4111 E MADISON ST
    SEATTLE,WA98112     		NONE EXEMPT CHARITABLE 10,000
    NORTHWEST THERAPEUTIC RIDING CENTER
    1884 KELLY ROAD
    BELLINGHAM,WA98226     		NONE EXEMPT CHARITABLE 4,855
    NORTHWEST SCHOOL FOR DEAF AND HARD-
    OF-HEARING CHILDREN
    15303 WESTMINSTER WAY N
    SHORELINE,WA98113     		NONE EXEMPT CHARITABLE 2,500
    OFFICE OF MOMS & DADS
    806 MAIN STREET
    VANCOUVER,WA98660     		NONE EXEMPT CHARITABLE 4,000
    EXECUTIVE COUNCIL FOR THE JOB
    PO BOX 7609
    TACOMA,WA98417     		NONE EXEMPT CHARITABLE 5,000
    SALVATION ARMY IDAHO
    KROC CENTER COEUR D'ALENE
    1765 W GOLF COURSE RD
    COEUR DALENE,ID83815     		NONE EXEMPT CHARITABLE 1,000
    QUEEN ANNE HSAA SCHOLARSHIP FUND
    PO BOX 9128
    SEATTLE,WA981090128     		NONE EXEMPT CHARITABLE 1,000
    IDAHO YOUTH RANCH
    5465 W IRVING ST
    BOISE,ID83706     		NONE EXEMPT CHARITABLE 1,000
    GIG HARBOR PENINSULA HISTORICAL
    SOCIETY DBA HARBOR HISTORY MUSEUM
    PO BOX 744 4121 HARBORVIEW DRIVE
    GIG HARBOR,WA98335     		NONE EXEMPT CHARITABLE 50,000
    PIONEER FARM MUSEUM
    7716 OHOP VALLEY RD E
    EATONVILLE,WA98328     		NONE EXEMPT CHARITABLE 10,000
    SEATTLE REPERATORY THEATER
    PO BOX 900923
    SEATTLE,WA981099723     		NONE EXEMPT CHARITABLE 30,000
    TOTEM STAR
    4408 DELRIDGE WY SW 118
    SEATTLE,WA98106     		NONE EXEMPT CHARITABLE 20,000
    TACOMA ARTS LIVE
    901 BROADWAY
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 3,000
    ARK INSTITUTE OF LEARNING
    1916 S WASHINGTON ST
    TACOMA,WA98405     		NONE EXEMPT CHARITABLE 3,500
    GEORGE POCOCK ROWING FOUNDATION
    3320 FUHRMANN AVE E
    SEATTLE,WA98102     		NONE EXEMPT CHARITABLE 5,000
    OASIS YOUTH CENTER
    2215 PACIFIC AVENUE
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 2,500
    PLAY FOR ALL
    PO BOX 3670
    SILVERDALE,WA98383     		NONE EXEMPT CHARITABLE 1,000
    ASHLEY HOUSE
    33811 9TH AVE S
    FEDERAL WAY,WA98003     		NONE EXEMPT CHARITABLE 10,000
    MUSEUM OF POP CULTURE
    325 5TH AVE N
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 5,000
    Total .................................bullet 3a 767,197
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 426,579  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 566,584  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   993,163  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    993,163
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYS INC 11,630 53,096
    APPLE INC COM 6,690 204,971
    CHEVRON CORP COMMON STOCK 27,003 62,901
    ECOLAB INC 8,421 50,706
    MEDTRONIC PLC SHS 35,257 63,403
    MICROSOFT CORP 27,052 332,068
    PHILIP MORRIS 17,603 41,200
    VERIZON COMMUNICATIONS    
    MERCK & CO COM 28,021 57,218
    FACEBOOK INC CL A    
    UNITED PARCEL SERVICE CL B 20,203 53,798
    AMERICAN TOWER CORP 11,905 58,434
    HUNT J B TRANS SVCS INC 24,959 48,785
    CITIGROUP INC COM 42,095 68,315
    MONDELEZ INTL INC CL A 19,409 40,346
    SCHWAB CHARLES CORP NEW 13,560 58,280
    COMCAST CORP CL A 60,490 94,054
    EOG RES INC 33,073 23,632
    TJX COS INC NEW 13,688 29,088
    ALPHABET INC CAP STK CL A 29,681 260,456
    APPLIED MATLS INC 28,520 128,374
    CISCO SYS INC 45,491 94,432
    CONSTELLATION BRANDS INC-A    
    COSTCO WHOLESALE CORP 13,894 45,549
    DOLLAR TREE STORES    
    FORTIVE CORP COM 10,896 36,935
    GOLDMAN SACHS GROUP INC 60,029 113,715
    MASTERCARD INC-A 13,609 51,935
    WEC ENERGY GROUP INC COM 13,982 28,344
    AMERICAN INTL GROUP COM 36,284 32,736
    ANALOG DEVICES INC 28,205 61,106
    DISNEY (WALT) COMPANY HOLDING 41,003 70,707
    JP MORGAN CHASE & CO 56,292 95,970
    ABBOTT LABS COM    
    APTIV PLC COM 26,189 53,267
    AQR STYLE PREMIA ALT CL R6 #15 128,656 93,217
    BRISTOL MYERS SQUIBB CO 46,098 51,817
    ELECTRONIC ARTS INC COMMON 30,553 42,111
    HARTFORD FINL SVCS GROUP INC 17,537 20,166
    HONEYWELL INTL INC 36,058 63,775
    ISHARES TR CORE S&P 500 ETF 714,240 1,175,109
    LILY ELI & CO 37,002 103,316
    LOWES COS INC 32,424 66,264
    NORTHROP GRUMMAN CORP 41,540 53,317
    PNC FINANCIAL SERVICES GROUP    
    PROCTOR & GAMBLE CO 20,421 32,038
    VANGUARD SMALL CAP ETF 57,465 87,180
    ANTHEM INC COM 41,947 56,270
    BERKSHIRE HATHAWAY B 35,195 50,010
    COCA COLA CO 20,854 25,340
    LINDE PLC COM 28,605 55,053
    MCDONALDS 23,804 29,683
    O REILLY AUTOMOTIVE INC NEW 25,803 44,556
    AMAZON COM INC 86,517 166,598
    ALCON INC ORD SHS 20,394 28,865
    AMGEN INC 35,347 39,468
    AQR EQTY NEUTRAL FD R6    
    AQR MANAGED FUTURES STRAT R6 207,887 162,650
    CMS ENERGY CORP 28,791 28,859
    COLUMBIA SM CAP VAL II INST 3 466,376 532,789
    DODGE & COX INTL STOCK 322,549 488,585
    DODGE & COX STOCK FD 494,020 1,051,423
    EVERSOURCE ENERGY COM    
    ILLUMINA INC    
    ISHARES COHEN & STEERS REIT 144,511 196,588
    ISHARES GOLD TR 97,950 103,590
    ISHARES MSCI EAFE 716,976 1,064,448
    ISHARES MSCI EMERGING MKT 86,454 162,471
    LAZARD EMERG MKTS INSTL 199,478 218,321
    MFS INTERNATIONAL GROWTH R6 278,806 625,572
    NUVEEN REAL EST SECS CL R6 294,233 391,262
    OTIS WORLDWIDE CORP 26,813 50,721
    SCHWAB STRATEGIC TR US SML CAP 329,626 476,836
    SPDR S&P 500 ETF TR UNIT 448,167 1,061,166
    SPDR S&P INTER DVD ETF 131,268 145,116
    STANLEY BLACK & DECKER INC 29,538 33,822
    T ROWE PRICE GWTH STK CL I 212,791 872,063
    UNITEDHEALTH GROUP 51,405 72,847
    V F CORP 24,677 22,941
    VANGUARD FTSE DEVELOPED MARKET 325,485 472,140
    VANGUARD FTSE EMRG MRKTS ETF 159,430 198,474
    VANGUARD GROWTH ETF 51,772 76,703
    VANGUARD SMALL CAP 352,352 497,882
    WELLS FARGO & CO COM 19,008 31,990
    WORKDAY INCCL A 16,676 40,974
    XILINX INC 33,249 54,457
    AMERICAN BEACON AHL MGD FUTS # 112,586 117,991
    BLACKROCK TACTICAL OPPORTUNITI 209,844 211,509
    CATERPILLAR INC 46,168 42,174
    DFA COMMODITY STRATEGY 106,799 113,150
    EXXON MOBIL CORP 38,659 35,438
    HARTFORD SCHRODERS EMRG MKT FD 175,000 207,202
    META PLATFORMS, INC. 49,997 157,443
    ORACLE CORP 78,295 89,130
    VANGUARD REAL ESTATE ETF 113,097 124,867
    VANGUARD SMALL CAP GR VIPERS 298,742 481,157

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DODGE & COX INCOME FD AT COST 492,923 561,909
    VNGRD ST INVMT GRADE ADM #539 AT COST 1,487,927 1,535,772
    PIMCO HIGH YIELD INSTL #108 AT COST 323,462 333,207
    EATON VANCE EMER MKTS LOC      
    EATON VANCE FLTG RT & HI INC R      
    EATON VANCE GLBL MACR ABSOL RE      
    ISHARES US PREFERRED STOCK ETF AT COST 224,512 228,520
    PIMCO INCOME FUND INSTL #1821 AT COST 949,941 952,459
    PIMCO TOTAL RETURN INSTL #35 AT COST 525,385 520,087
    EATON VANCE GLBL MACRO ABS R6      
    WESTERN ASSET MAC OPP IS FD AT COST 204,504 230,886
    BLACKROCK STRAT INC OPPS CL K AT COST 209,391 213,664
    ISHARES BROAD USD INV GRDE ETF AT COST 429,899 463,600
    VANGUARD ULT-S/T ADMIRAL FD AT COST 340,794 343,634
    ISHARES CORE US AGGREGATE BD AT COST 163,720 162,484
    CS FLOATING RATE HIGH INCM I # AT COST 300,000 301,366
    PRUDENTIAL TOTAL RTRN BD CL Q AT COST 560,000 552,897

    TY 2020 OtherDecreasesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Description Amount
    CHARITABLE DISTRIBUTION REVERSAL 5,000
    EATON VANCE EMER MKTS BASIS ADJUSTMENT 17,476
    PIMCO INCOME FUND INSTL #1821 BASIS ADJ. 13,875
    PIMCO HIGH YIELD BASIS ADUSTMENT 463
    ROUNDING ADJUSTMENT 9


    TY 2020 OtherExpensesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 25 0   25
    OTHER NON-ALLOCABLE EXPENSES 5,859 5,859   0


    TY 2020 TaxesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 13 13   0
    FEDERAL ESTIMATES - PRINCIPAL 16,111 0   0
    FOREIGN TAXES ON QUALIFIED FOR 3,709 3,709   0
    FOREIGN TAXES ON NONQUALIFIED 1,602 1,602   0