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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022
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)

(702) 239-9575
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$18,813,036J 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... 525,658 524,989  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 890,669
b Gross sales price for all assets on line 6a 3,091,546
7 Capital gain net income (from Part IV, line 2)... 890,669
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........ 1,416,327 1,415,658  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,459 121,094   40,365
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 23,512 5,554   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 8,238 8,213   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 194,209 134,861 0 41,390
25 Contributions, gifts, grants paid....... 575,865 575,865
26 Total expenses and disbursements. Add lines 24 and 25 770,074 134,861 0 617,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 646,253
b Net investment income (if negative, enter -0-) 1,280,797
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 227,945 430,424 430,424
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)....... 9,065,069 Click to see attachment9,399,073 12,603,943
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).......... 6,212,458 Click to see attachment6,310,664 5,778,669
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) 15,505,472 16,140,161 18,813,036
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........ 15,505,472 16,140,161
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)..... 15,505,472 16,140,161
30 Total liabilities and net assets/fund balances (see instructions). 15,505,472 16,140,161
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
15,505,472
2
Enter amount from Part I, line 27a .....................
2
646,253
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,151,725
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,564
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,140,161
Form 990-PF (2021)
Form 990-PF (2021)
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 7003.732 AQR MANAGED FUTURES STRAT R6 #15282   2015-12-21 2021-09-15
b 250. APPLIED MATLS INC   2020-07-02 2021-09-15
c 200. CMS ENERGY CORP   2019-10-23 2021-09-15
d 350. CITIGROUP INC COM   2013-02-14 2021-09-15
e 450. COCA-COLA CO   2020-03-18 2021-09-15
24.97 DODGE & COX STOCK FD #145   2021-03-26 2021-09-15
186.321 DODGE & COX STOCK FD #145   2018-03-27 2021-09-15
50. MICROSOFT CORP   2003-01-28 2021-09-15
430.219 T ROWE PRICE GWTH STK CL I FD#540   2011-06-20 2021-09-15
225. SPDR S & P 500 ETF TR UNIT SER 1   2015-09-04 2021-09-15
300. SCHWAB CHARLES CORP NEW   2013-02-14 2021-09-15
150. XILINX INC   2019-10-23 2021-09-15
25. LINDE PLC COM   2018-10-31 2021-09-15
4965.243 VANGUARD ULT-S/T ADMIRAL FD #592   2019-03-29 2021-09-16
100. APPLE INC COM   2009-07-06 2021-12-27
200. APPLIED MATLS INC   2016-06-07 2021-12-27
40. COSTCO WHOLESALE CORP   2015-09-04 2021-12-27
90. DISNEY (WALT) COMPANY HOLDING CO   2019-04-04 2021-12-27
50. META PLATFORMS, INC.   2021-05-04 2021-12-27
65. META PLATFORMS, INC.   2020-03-18 2021-12-27
500. FORTIVE CORP COM   2016-09-23 2021-12-27
50. GOLDMAN SACHS GROUP INC   2018-08-27 2021-12-27
100. MICROSOFT CORP   2003-01-28 2021-12-27
25. O REILLY AUTOMOTIVE INC NEW   2018-11-15 2021-12-27
300. V F CORP   2020-07-02 2021-12-27
150. WORKDAY INCCL A   2020-03-18 2021-12-27
200. XILINX INC   2020-07-02 2021-12-27
7. ALPHABET INC CAP STK CL A   2018-11-15 2022-03-28
3. AMAZON.COM INC   2019-06-27 2022-03-28
100. AMERICAN TOWER CORP   2011-12-19 2022-03-28
200. APPLE INC COM   2009-07-06 2022-03-28
250. CMS ENERGY CORP   2019-10-23 2022-03-28
500. COMCAST CORP-CL A   2021-05-04 2022-03-28
25. COSTCO WHOLESALE CORP   2015-09-04 2022-03-28
75. DISNEY (WALT) COMPANY HOLDING CO   2018-08-27 2022-03-28
350. EOG RES INC   2014-03-10 2022-03-28
100. GOLDMAN SACHS GROUP INC   2019-10-23 2022-03-28
900. ISHARES CORE US AGGREGATE BD ETF   2020-05-04 2022-03-28
2199.942 NUVEEN REAL EST SECS CL R6 #3856   2021-12-15 2022-03-28
1660.957 NUVEEN REAL EST SECS CL R6 #3856   2020-11-16 2022-03-28
50. O REILLY AUTOMOTIVE INC NEW   2018-11-15 2022-03-28
550. OTIS WORLDWIDE CORP   2020-05-04 2022-03-28
670.767 T ROWE PRICE GWTH STK CL I FD#540   2021-12-14 2022-03-28
165.82 T ROWE PRICE GWTH STK CL I FD#540   2011-06-20 2022-03-28
250. SPDR S & P 500 ETF TR UNIT SER 1   2015-09-04 2022-03-28
25. UNITEDHEALTH GROUP INC   2020-01-22 2022-03-28
200. VANGUARD SMALL CAP GR VIPERS   2021-12-27 2022-03-28
350. ALCON INC ORD SHS   2019-10-30 2022-03-28
50. AMERICAN TOWER CORP   2011-12-19 2022-05-20
15698.587 CS FLOATING RATE HIGH INCM I #1944   2021-12-27 2022-05-20
225. ECOLAB INC   2009-05-27 2022-05-20
25. ISHARES TR CORE S&P500 ETF   2020-07-02 2022-05-20
400. TJX COS INC NEW   2015-04-13 2022-05-20
1.146 VANGUARD ULT-S/T ADMIRAL FD #592   2021-12-22 2022-05-20
12097.042 VANGUARD ULT-S/T ADMIRAL FD #592   2019-03-29 2022-05-20
19646.365 VNGRD ST TERM INVMT GRADE ADM #539   2021-03-30 2022-05-20
3493.338 AQR STYLE PREMIA ALT CL R6 #15289   2018-01-25 2022-08-30
50. AMERICAN TOWER CORP   2011-12-19 2022-08-30
150. CHEVRON CORP. COMMON STOCK   2021-05-04 2022-08-30
7874.016 CS FLOATING RATE HIGH INCM I #1944   2021-12-27 2022-08-30
6479.772 DFA COMMODITY STRATEGY INSTITUTIONAL   2021-05-04 2022-08-30
1100. ISHARES MSCI EMERGING MKT FD   2009-05-06 2022-08-30
800. ISHARES MSCI EAFE ETF   2015-04-13 2022-08-30
1000. ISHARES COHEN & STEERS REIT ETF   2020-09-17 2022-08-30
150. LILLY ELI & CO   2018-11-15 2022-08-30
400. PFIZER INC   2022-05-20 2022-08-30
225. SPDR S & P 500 ETF TR UNIT SER 1   2015-09-04 2022-08-30
512.629 VNGRD ST TERM INVMT GRADE ADM #539   2021-12-29 2022-08-30
9408.006 VNGRD ST TERM INVMT GRADE ADM #539   2021-03-30 2022-08-30
200. VANGUARD SMALL-CAP VALUE ETF   2020-09-17 2022-08-30
200. VANGUARD SMALL-CAP ETF   2018-08-27 2022-08-30
50. LINDE PLC COM   2018-10-31 2022-08-30
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 54,209   69,574 -15,365
b 35,150   11,493 23,657
c 12,621   12,796 -175
d 24,681   15,509 9,172
e 25,158   20,854 4,304
5,994   5,568 426
44,726   37,330 7,396
15,206   1,230 13,976
50,314   13,745 36,569
100,713   43,437 57,276
21,335   5,085 16,250
23,424   14,260 9,164
7,842   4,086 3,756
100,000   99,305 695
17,706   496 17,210
31,237   4,865 26,372
22,060   5,558 16,502
13,747   10,298 3,449
16,948   15,755 1,193
22,033   9,218 12,815
37,372   10,896 26,476
19,348   12,147 7,201
33,547   2,459 31,088
17,111   8,601 8,510
20,881   24,677 -3,796
41,887   16,676 25,211
43,369   18,990 24,379
19,766   7,461 12,305
10,044   5,726 4,318
24,395   5,953 18,442
34,937   991 33,946
17,218   15,995 1,223
23,575   28,318 -4,743
13,995   3,474 10,521
10,295   8,215 2,080
42,478   33,073 9,405
33,285   22,561 10,724
95,584   105,249 -9,665
48,553   49,059 -506
36,657   35,280 1,377
34,243   17,202 17,041
42,524   26,813 15,711
61,067   70,551 -9,484
15,096   5,298 9,798
113,246   48,264 64,982
12,772   7,516 5,256
49,034   56,201 -7,167
26,899   20,394 6,505
11,770   2,976 8,794
99,529   104,069 -4,540
35,919   8,421 27,498
9,874   7,904 1,970
23,457   13,688 9,769
23   23  
239,642   241,489 -1,847
200,000   214,735 -14,735
29,554   37,539 -7,985
12,993   2,976 10,017
24,365   15,932 8,433
50,000   52,047 -2,047
37,259   41,406 -4,147
43,828   32,334 11,494
50,371   52,697 -2,326
63,100   52,423 10,677
46,518   15,493 31,025
18,522   20,710 -2,188
90,856   43,437 47,419
5,167   5,516 -349
94,833   102,412 -7,579
32,774   22,986 9,788
38,846   32,989 5,857
14,473   8,173 6,300
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
      193,591
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       -15,365
b       23,657
c       -175
d       9,172
e       4,304
      426
      7,396
      13,976
      36,569
      57,276
      16,250
      9,164
      3,756
      695
      17,210
      26,372
      16,502
      3,449
      1,193
      12,815
      26,476
      7,201
      31,088
      8,510
      -3,796
      25,211
      24,379
      12,305
      4,318
      18,442
      33,946
      1,223
      -4,743
      10,521
      2,080
      9,405
      10,724
      -9,665
      -506
      1,377
      17,041
      15,711
      -9,484
      9,798
      64,982
      5,256
      -7,167
      6,505
      8,794
      -4,540
      27,498
      1,970
      9,769
       
      -1,847
      -14,735
      -7,985
      10,017
      8,433
      -2,047
      -4,147
      11,494
      -2,326
      10,677
      31,025
      -2,188
      47,419
      -349
      -7,579
      9,788
      5,857
      6,300
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 890,669
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,803
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 17,803
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 25,129
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 25,129
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 7,326
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,326 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 (702) 239-9575

    Located atbullet10845 GRIFFITH PEAK DR STE 200LAS VEGASNV ZIP+4bullet89135
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    1     		161,459    
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    20,175,603
    b
    Average of monthly cash balances.......................
    1b
    489,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,665,340
    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
    20,665,340
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    309,980
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    20,355,360
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,017,768
    Part X
    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 IX, line 6..................
    1
    1,017,768
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,803
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,803
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    999,965
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    999,965
    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 XII, line 1 ...
    7
    999,965
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 999,965
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 143,559
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 617,255
    a Applied to 2020, but not more than line 2a 143,559
    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 2021 distributable amount..... 473,696
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		526,269
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CANCER PATHWAYS
    1400 BROADWAY
    SEATTLE,WA98122     		NONE EXEMPT CHARITABLE 10,000
    SEATTLE YOUTH SYMPHONY
    11065 FIFTH AVE NE SUITE A
    SEATTLE,WA98125     		NONE EXEMPT CHARITABLE 7,500
    ARLINGTON EDUCATION FOUNDATION
    135 S FRENCH AVE BOX A
    ARLINGTON,WA98223     		NONE EXEMPT CHARITABLE 5,000
    PACIFIC NORTHWEST BALLET
    301 MERCER STREET
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 5,000
    CAMP FIRE CENTRAL PUGET SOUND
    2414 SW ANDOVER ST STE D-105
    SEATTLE,WA98106     		NONE EXEMPT CHARITABLE 25,000
    OUTDOOR FOR ALL FOUNDATION
    6344 NE 74TH STREET SUITE 102
    SEATTLE,WA98115     		NONE EXEMPT CHARITABLE 5,000
    KIDS DISCOVERY MUSEUM
    301 RAVINE LANE NE
    BAINBRIDGE ISLAND,WA98110     		NONE EXEMPT CHARITABLE 25,000
    SKAGIT PRESCHOOL & RESOURCES
    CENTER
    320 PACIFIC PLACE
    MT VERNON,WA98273     		NONE PC SUPPORT OF DAILY OPERATIONS 4,000
    LITTLE BIT THERAPEUTIC RIDING
    CENTER
    19802 NE 14TH ST
    WOODINVILLE,WA98077     		NONE EXEMPT CHARITABLE 5,000
    CENTER FOR WOODEN BOATS
    1010 VALLEY STREET
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 2,000
    CROHNS & COLITIS FOUNDATI
    7683 SE 27TH ST 496
    MERCER ISLAND,WA98005     		NONE EXEMPT CHARITABLE 3,000
    NORTH CASCADES INSTITUTE
    810 STATE ROUTE 20
    SEDRO WOOLLEY,WA98284     		NONE EXEMPT CHARITABLE 3,000
    PORT TOWNSEND MARINE SCIENCE
    CENTER
    532 BATTERY WAY
    PORT TOWNSEND,WA98368     		NONE EXEMPT CHARITABLE 4,000
    TREEHOUSE
    2100 24TH AVE SO SUITE 200
    SEATTLE,WA98144     		NONE PC SUPPORT OF DAILY OPERATIONS 5,000
    SEATTLE ART MUSEUM
    1300 FIRST AVENUE
    SEATTLE,WA98101     		NONE EXEMPT CHARITABLE 5,000
    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 5,000
    CLOTHES FOR KIDS
    16725 52ND AVE W
    LYNNWOOD,WA98037     		NONE EXEMPT CHARITABLE 10,000
    MARY'S PLACE
    PO BOX 1711
    SEATTLE,WA98111     		NONE EXEMPT CHARITABLE 5,000
    YOUTH IN FOCUS
    2100 24TH AVE S SUITE 310
    SEATTLE,WA98144     		NONE EXEMPT CHARITABLE 5,000
    COMMUNITY HEALTH CARE
    1019 PACIFIC AVE SUITE 300
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 6,000
    PACIFIC SCIENCE CENTER
    200 SECOND AVENUE N
    SEATTLE,WA98109     		NONE EXEMPT CHARITABLE 5,000
    ENCOMPASS NORTHWEST
    LAURIE GUTENBERG
    1407 BOALCH AVE NW
    NORTH BEND,WA98045     		NONE EXEMPT CHARITABLE 5,000
    COTTAGE LAKE PRESBYTERIAN CHURCH
    PO BOX 950
    WOODINVILLE,WA98072     		NONE EXEMPT CHARITABLE 3,000
    TACOMA ART MUSEUM
    1123 PACIFIC AVENUE
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 20,000
    HIGHLINE BOTANICAL GARDEN FDTN
    PO BOX 69384
    SEATAC,WA98168     		NONE EXEMPT CHARITABLE 2,000
    HUMANITIES WASHINGTON
    JULIE ZIEGLER EXECUTIVE DIRECTOR
    1015 8TH AVE N SUITE B
    SEATTLE,WA98109     		NONE PC SUPPORT OF DAILY OPERATIONS 5,000
    HANDS ON CHILDRENS MUSEUM
    414 JEFFERSON ST NE
    OLYMPIA,WA98501     		NONE EXEMPT CHARITABLE 1,000
    THE SEATTLE PUBLIC LIBRARY FOUNDATION
    1000 FOURTH AVE
    SEATTLE,WA98104     		NONE EXEMPT CHARITABLE 5,000
    FIRST TEE OF PUGET SOUND
    7108 LAKEWOOD DR W
    TACOMA,WA98467     		NONE EXEMPT CHARITABLE 5,000
    WRITE253
    4839 NO 8TH ST
    TACOMA,WA98406     		NONE EXEMPT CHARITABLE 2,500
    YMCA OF GREATER SEATTLE
    C/O MEMBER & DONOR SERVICES
    909 FOURTH AVE
    SEATTLE,WA98104     		NONE EXEMPT CHARITABLE 2,000
    CRISIS CONNECTIONS
    9725 3RD AVE NE
    SEATTLE,WA98115     		NONE EXEMPT CHARTIABLE 10,000
    SOCIETY OF ST VINCENT DE PAUL
    PO BOX 2269
    EVERETT,WA98213     		NONE EXEMPT CHARITABLE 5,000
    EVERGREEN HEALTH FOUNDATION
    12040 NE 128TH ST
    KIRKLAND,WA98034     		NONE PC SUPPORT OF DAILY OPERATIONS 60,000
    TED BROWN MUSIC
    6228 TACOMA MALL BLVD
    TACOMA,WA98409     		NONE PC MUSICAL INSTRUMENTS 5,000
    NEW HORIZON SERVICE DOGS
    1590 LAUREL PARK COURT
    ORANGE CITY,FL32763     		NONE PC TRAIN/EQUIPMENT SERVICE 4,000
    SCHOOL OF ACROBATICS&NEW CIRCUS ARTS
    674 ORCAS STREET
    SEATTLE,WA98108     		NONE EXEMPT CHARITABLE 5,000
    ARLINGTON KIDS' KLOSET
    135 SOUTH FRENCH AVE
    ARLINGTON,WA98223     		NONE EXEMPT CHARITABLE 5,000
    NORTHWEST SCHOOL FOR DEAF AND HARD-
    OF-HEARING CHILDREN
    15303 WESTMINSTER WAY N
    SHORELINE,WA98113     		NONE EXEMPT CHARITABLE 4,000
    SALVATION ARMY IDAHO
    KROC CENTER COEUR D'ALENE
    1765 W GOLF COURSE RD
    COEUR DALENE,ID83815     		NONE EXEMPT CHARITABLE 2,000
    QUEEN ANNE HSAA SCHOLARSHIP FUND
    PO BOX 9128
    SEATTLE,WA981090128     		NONE EXEMPT CHARITABLE 4,000
    GEORGE POCOCK ROWING FOUNDATION
    3320 FUHRMANN AVE E
    SEATTLE,WA98102     		NONE EXEMPT CHARITABLE 5,000
    WASHINGTON KIDS IN TRANSITION
    KIM GORNEY
    19721 SCRIBNER LAKE RD SUITE B
    LYNNWOOD,WA98036     		NONE EXEMPT CHARITABLE 5,000
    CHILD CARE ACTION COUNCIL
    DANIELLE KING
    3729 GRIFFIN LANE SE
    OLYMPIA,WA98501     		NONE EXEMPT CHARITABLE 5,000
    COMMUNITY BOATING CENTER
    BRYAN RUST
    555 HARRIS AVE
    BELLINGHAM,WA98225     		NONE EXEMPT CHARITABLE 60,000
    VALLEY CITIES BEHAVIORAL HEALTH
    SHEKH ALI
    325 W GOWE ST
    KENT,WA98032     		NONE EXEMPT CHARITABLE 4,600
    BIG BROTHER-BIG SISTER OF ISLAND COUNTY
    TIFFANY SCRIBNER
    913 E WHIDBEY AVE
    OAK HARBOR,WA98277     		NONE EXEMPT CHARITABLE 5,000
    SAIL SAND POINT
    SETH MUIR
    7861 62ND AVE NE
    SEATTLE,WA98115     		NONE EXEMPT CHARITABLE 10,000
    POULSBO HISTORICAL SOCIETY
    MARY ANN ACOSTA
    PO BOX 844
    POULSBO,WA98370     		NONE EXEMPT CHARITABLE 18,450
    CHILDRENS CENTER AT BURKE GILMAN GARDEN
    JENNIFER KELTY
    5251 SAND POINT WAY NE BLDG 5
    SEATTLE,WA98105     		NONE EXEMPT CHARITABLE 50,000
    BRIDGE DISABILITY MINISTRIES
    BRENNE SCHARIO
    12356 NORTHUP WAY SUITE 103
    BELLEVUE,WA98005     		NONE EXEMPT CHARITABLE 5,000
    EMERALD THEATRE
    EARLENE DELEON
    29833 224TH AVENUE SE
    BLACK DIAMOND,WA98010     		NONE EXEMPT CHARITABLE 5,000
    WILD WHATCOM
    LICIA SAHAGUN
    1015 GIRARD ST
    BELLINGHAM,WA98225     		NONE EXEMPT CHARITABLE 5,015
    SPECIAL OLYMPIC WASHINGTON
    DONNA LINDSAY
    2815 2ND AVE STE 370
    SEATTLE,WA98121     		NONE EXEMPT CHARITABLE 25,000
    HISTORICAL SOCIETY OF SEATTLE & KING CO
    LAWRENCE LEAKE
    PO BOX 80816
    SEATTLE,WA98108     		NONE EXEMPT CHARITABLE 5,000
    UNITED THROUGH READING
    CAROL MACRANDER
    1455 FRAZEE ROAD SUITE 500
    SAN DIEGO,CA92108     		NONE EXEMPT CHARITABLE 4,700
    MELODIC CARING PROJECT
    SANDER LAZAR
    622 S 45TH STREET
    TACOMA,WA98418     		NONE EXEMPT CHARITABLE 5,000
    BIKE WORKS SEATTLE
    ELISE HIRSCHI
    3715 S HUDSON ST 101
    SEATTLE,WA98118     		NONE NONE CHARITABLE 5,000
    EDMONDS FLORETUM GARDEN CLUB
    MARTY RONISH
    1020 GRANDVIEW ST
    EDMONDS,WA98020     		NONE EXEMPT CHARITABLE 2,500
    GREENTRIKE
    ROD NASH
    1501 PACIFIC AVE STE 202
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 5,000
    JUNIOR ACHIEVEMENT OF WASHINGTON
    ATTN SENIOR DIRECTOR OF GRANTS
    1610 PERIMETER ROAD
    AUBURN,WA98001     		NONE EXEMPT CHARITABLE 10,000
    NORTHSHORE SCHOOLS FOUNDATION
    ATTN GRANTS MANAGER
    13110 NE 177TH PLACE B101 PMP 103
    WOODINVILLE,WA98021     		NONE EXEMPT CHARITABLE 5,000
    SEATTLE ARCHITECTURE FOUNDATION
    ATTN EXECUTIVE DIRECTOR
    1010 WESTERN AVE
    SEATTLE,WA98104     		NONE EXEMPT CHARITABLE 3,100
    SECRET HARBOR
    ATTN RECRUITMENT & DEVELOPMENT MANAGER
    225 N WALNUT STREET
    BURLINGTON,WA98233     		NONE EXEMPT CHARITABLE 8,500
    TACOMA YOUTH SYMPHONY ASSOC INC
    ATTN EXECUTIVE DIRECTOR
    901 BROADWAY STE 500
    TACOMA,WA98402     		NONE EXEMPT CHARITABLE 5,000
    ANTIOCH ADOPTIONS
    ATTN DEVELOPMENT
    8271 154TH AVE NE STE 100
    REDMOND,WA98052     		NONE EXEMPT CHARITABLE 5,000
    Total .................................bullet 3a 575,865
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 890,669  
    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) ..   1,416,327  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,416,327
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 2021 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 29,875
    APPLE INC COM 5,203 165,081
    CHEVRON CORP COMMON STOCK 11,071 79,030
    ECOLAB INC    
    MEDTRONIC PLC SHS 35,257 41,762
    MICROSOFT CORP 23,363 248,397
    PHILIP MORRIS INTL COM 17,603 38,196
    MERCK & CO COM 28,021 64,020
    UNITED PARCEL SERVICE CL B 20,203 53,490
    AMERICAN TOWER CORP    
    HUNT J B TRANS SVCS INC 24,959 47,856
    CITIGROUP INC COM 26,586 29,286
    MONDELEZ INTL INC CL A 28,624 49,488
    SCHWAB CHARLES CORP NEW 8,475 35,475
    COMCAST CORP CL A 32,172 38,000
    EOG RES INC    
    TJX COS INC NEW    
    ALPHABET INC CAP STK CL A 22,220 179,645
    APPLIED MATLS INC 12,162 47,035
    CISCO SYS INC 45,491 71,552
    COSTCO WHOLESALE CORP 4,863 18,274
    FORTIVE CORP COM    
    GOLDMAN SACHS GROUP INC 25,321 41,584
    MASTERCARD INC-A 13,609 48,656
    WEC ENERGY GROUP INC COM 13,982 30,942
    AMERICAN INTL GROUP COM 36,284 31,050
    ANALOG DEVICES INC 28,205 56,824
    DISNEY (WALT) COMPANY HOLDING 22,490 25,218
    JP MORGAN CHASE & CO 56,292 68,238
    APTIV PLC COM 26,189 32,701
    AQR STYLE PREMIA ALT CL R6 #15 203,236 189,538
    BRISTOL MYERS SQUIBB CO 46,098 52,243
    ELECTRONIC ARTS INC COMMON 30,553 36,792
    HARTFORD FINL SVCS GROUP INC 17,537 19,293
    HONEYWELL INTL INC 36,058 52,071
    ISHARES TR CORE S&P 500 ETF 706,336 1,018,767
    LILY ELI & CO 21,509 75,308
    LOWES COS INC 32,424 63,096
    NORTHROP GRUMMAN CORP 41,540 69,309
    PROCTOR & GAMBLE CO 20,421 31,037
    VANGUARD SMALL-CAP ETF 319,363 379,420
    ANTHEM INC COM    
    BERKSHIRE HATHAWAY B 35,195 49,140
    COCA COLA CO    
    LINDE PLC COM 16,346 28,286
    MCDONALDS 23,804 31,535
    O REILLY AUTOMOTIVE INC NEW    
    AMAZON COM INC 80,791 114,093
    ALCON INC ORD SHS    
    AMGEN INC 35,347 42,053
    AQR MANAGED FUTURES STRAT R6 138,312 138,442
    CMS ENERGY CORP    
    COLUMBIA SM CAP VAL II INST 3 528,334 493,070
    DODGE & COX INTL STOCK 322,549 418,729
    DODGE & COX STOCK FD 471,528 914,182
    ILLUMINA INC    
    ISHARES COHEN & STEERS REIT 92,088 111,492
    ISHARES GOLD TR 97,950 97,380
    ISHARES MSCI EAFE 664,278 765,080
    ISHARES MSCI EMERGING MKT 54,120 78,860
    LAZARD EMERG MKTS INSTL 199,478 173,525
    MFS INTERNATIONAL GROWTH R6 313,201 501,927
    NUVEEN REAL EST SECS CL R6 258,953 273,845
    OTIS WORLDWIDE CORP    
    SCHWAB STRATEGIC TR US SML CAP 329,626 387,320
    SPDR S&P 500 ETF TR UNIT 313,029 652,047
    SPDR S&P INTER DVD ETF 246,732 216,480
    STANLEY BLACK & DECKER INC 29,538 15,418
    T ROWE PRICE GWTH STK CL I 193,749 491,274
    UNITEDHEALTH GROUP 43,889 77,900
    V F CORP    
    VANGUARD FTSE DEVELOPED MARKET 325,485 364,140
    VANGUARD FTSE EMRG MRKTS ETF 159,430 156,294
    VANGUARD GROWTH ETF 51,772 59,840
    VANGUARD SMALL-CAP VALUE ETF 34,479 48,006
    WELLS FARGO & CO COM 19,008 30,597
    WORKDAY INCCL A    
    XILINX INC    
    AMERICAN BEACON AHL MGD FUTS # 215,850 229,659
    BLACKROCK TACTICAL OPPORTUNITI 209,844 213,326
    CATERPILLAR INC 46,168 36,942
    DFA COMMODITY STRATEGY 168,753 166,160
    EXXON MOBIL CORP 38,659 62,134
    HARTFORD SCHRODERS EMRG MKT FD 175,000 149,162
    META PLATFORMS, INC. 25,025 48,879
    ORACLE CORP 78,295 74,150
    VANGUARD REAL ESTATE ETF 112,143 106,962
    VANGUARD SMALL CAP GR VIPERS 439,244 461,928
    ACCENTURE PLC IRELAND SHS CLAS 41,342 43,269
    CORNING INC 27,156 27,456
    CORTEVA INC 65,653 67,573
    ELEVANCE HEALTH INC 41,947 72,767
    EQUINOR ASA 17,238 19,395
    FISERVE INC 20,667 20,238
    GILEAD SCIENCES INC 50,684 44,429
    NATIXIS ASG MGD FUT CL N 191,540 200,654
    PFIZER INC 20,710 18,092
    PROLOGIS INC 24,019 18,677
    QUALCOMM INC 31,195 26,454
    RAYTHEON TECHNOLOGIES CORP 18,175 17,950
    SIMON PPTY GROUP INC NEW 13,011 12,748
    SIGNATURE BK NEW YORK NY 19,072 17,436
    WEYERHAEUSER CO COM 23,199 20,496
    WYNN RESORTS LTD 41,254 33,325
    VICCI PPTYS INC COM 40,579 46,186
    VERIZON COMMUNICATIONS 19,658 16,724
    BOOKING HLDGS INC COM 48,632 41,268

    TY 2021 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 492,923 490,258
    VNGRD ST INVMT GRADE ADM #539 AT COST 1,170,780 1,116,088
    PIMCO HIGH YIELD INSTL #108 AT COST 323,461 284,249
    ISHARES US PREFERRED STOCK ETF AT COST 224,512 193,082
    PIMCO INCOME FUND INSTL #1821 AT COST 940,480 846,017
    PIMCO TOTAL RETURN INSTL #35 AT COST 525,385 443,867
    WESTERN ASSET MAC OPP IS FD AT COST 292,297 252,099
    BLACKROCK STRAT INC OPPS CL K AT COST 260,732 242,584
    ISHARES BROAD USD INV GRDE ETF AT COST 429,899 385,168
    VANGUARD ULT-S/T ADMIRAL FD      
    ISHARES CORE US AGGREGATE BD AT COST 58,471 50,355
    CS FLOATING RATE HIGH INCM I # AT COST 463,883 447,132
    PRUDENTIAL TOTAL RTRN BD CL Q AT COST 560,000 463,178
    PUBLIC STORAGE 1.950% AT COST 176,478 175,570
    SOUTHERN CALF GAS 2.950% AT COST 192,810 190,474
    UNITED STATES TREAS BILLS 12/0 AT COST 198,553 198,548

    TY 2021 OtherDecreasesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Description Amount
    PIMCO INCOME FUND INSTL #1821 BASIS ADJ. 9,462
    SOUTHERN CALIF GAS 1,147
    ROUNDING ADJUSTMENT 1
    VANGUARD REAL ESTATE ETF 954


    TY 2021 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
    OTHER EXPENSE (NON-DEDUCTIBLE 8,213 8,213   0
    STATE FILING FEE 25 0   25


    TY 2021 TaxesSchedule
    Name:
    DV & IDA MCEACHERN CHARITABLE TR
    EIN:
    91-6063710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 50 50   0
    FEDERAL ESTIMATES - PRINCIPAL 17,958 0   0
    FOREIGN TAXES ON QUALIFIED FOR 4,934 4,934   0
    FOREIGN TAXES ON NONQUALIFIED 570 570   0