Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WALTER E & HELEN W BRUCKERT
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

91-1399944
B Telephone number (see instructions)

(503) 464-3580
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,038,833J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 59,339 59,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,106
b Gross sales price for all assets on line 6a 473,669
7 Capital gain net income (from Part IV, line 2)... 50,106
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)....... Click to see attachment
List of Attached Documents:
// Content
24 24  
12 Total. Add lines 1 through 11........ 109,469 109,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,564 27,508   3,056
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
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,600 1,724   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
List of Attached Documents:
// Content
25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,689 29,232 0 4,581
25 Contributions, gifts, grants paid....... 97,000 97,000
26 Total expenses and disbursements. Add lines 24 and 25 139,689 29,232 0 101,581
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,220
b Net investment income (if negative, enter -0-) 79,912
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 22,142 129,217 129,217
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 398,042 Click to see attachment
List of Attached Documents:
// Content
429,694 		602,526
c Investments—corporate bonds (attach schedule)....... 101,734    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,281,345 Click to see attachment
List of Attached Documents:
// Content
1,220,549 		1,305,521
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
822 		Click to see attachment
List of Attached Documents:
// Content
1,569 		Click to see attachment
List of Attached Documents:
// Content
1,569
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,804,085 1,781,029 2,038,833
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,804,085 1,781,029
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)..... 1,804,085 1,781,029
30 Total liabilities and net assets/fund balances (see instructions). 1,804,085 1,781,029
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
1,804,085
2
Enter amount from Part I, line 27a .....................
2
-30,220
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,166
4
Add lines 1, 2, and 3 ..........................
4
1,781,031
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,781,029
Form 990-PF (2023)
Form 990-PF (2023)
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 9. AMGEN INC COMMON STOCK   2017-03-28 2023-01-05
b 11. CATERPILLAR INC   2022-08-05 2023-01-05
c 2. COMCAST CORP CL A   2017-03-28 2023-01-05
d 16. ECOLAB INC   2022-09-19 2023-01-05
e 20. ETSY INC   2022-09-19 2023-01-05
40. GILEAD SCIENCES INC COM   2022-09-26 2023-01-05
21. GILEAD SCIENCES INC COM   2012-07-11 2023-01-05
6. GILEAD SCIENCES INC COM   2011-07-13 2023-01-05
10. HONEYWELL INTERNATIONAL INC COMMON STOCK   2022-08-05 2023-01-05
3. HONEYWELL INTERNATIONAL INC COMMON STOCK   2015-04-20 2023-01-05
14. ISHARES RUSSELL MIDCAP VALUE ETF   2022-08-05 2023-01-05
22. ISHARES MIDCAP INDEX FD   2022-03-15 2023-01-05
190. ISHARES MSCI EAFE VALUE ETF   2022-08-05 2023-01-05
157. ISHARES CORE MSCI EAFE ETF   2022-08-05 2023-01-05
80. ISHARES CORE MSCI EMERGING MKTS ETF   2022-08-05 2023-01-05
136. CLEARBRIDGE INTERNATIONAL GROWTH   2022-08-05 2023-01-05
1. MAGNA INTL INC CL A   2022-08-05 2023-01-05
67. MARATHON PETROLEUM CORP   2019-08-22 2023-01-05
1. MONDELEZ INTERNATIONAL W I   2022-08-05 2023-01-05
8. MOTOROLA SOLUTIONS INC   2022-08-05 2023-01-05
2. PFIZER INC COMMON STOCK   2022-08-05 2023-01-05
27. SCHWAB CHARLES CORP COM NEW   2022-08-05 2023-01-05
12. SQUARE INC A   2022-09-19 2023-01-05
69. TRANSUNION   2022-08-05 2023-01-05
30.99998 MEDTRONIC PLC   2022-08-05 2023-01-05
5.00002 MEDTRONIC PLC   2022-08-05 2023-01-05
303.2677 PIONEER ILS INTERVAL FUND   2020-08-10 2023-03-06
50.192 AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2023-03-09
295. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-08-05 2023-03-09
647. ISHARES 1 3 YEAR TREASURY BOND ETF   2022-08-05 2023-03-09
22. ISHARES MIDCAP INDEX FD   2022-03-15 2023-03-09
4. ISHARES RUSSELL 2000 INDEX FUND   2022-08-05 2023-03-09
35. ISHARES MSCI EAFE VALUE ETF   2022-08-05 2023-03-09
17. MOTOROLA SOLUTIONS INC   2022-08-05 2023-03-09
1. GSE HOLDING INC   1911-11-11 2023-03-10
1. J P MORGAN CHASE & CO   1911-11-11 2023-04-05
81.443 PIONEER ILS INTERVAL FUND   2020-08-10 2023-05-30
344.922 MAINSTAY CBRE GLOBAL INFRASTRUCTURE   2023-03-10 2023-06-23
4344.085 MAINSTAY CBRE GLOBAL INFRASTRUCTURE   2022-06-21 2023-06-23
1. SASOL LTD   1911-11-11 2023-07-05
8. ADOBE SYS INC   2022-08-05 2023-07-17
55. AMAZON COM INC COM   2019-08-16 2023-07-17
57.89 AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2023-07-17
11. APPLE COMPUTER INC   2015-04-20 2023-07-17
26. CATERPILLAR INC   2022-08-05 2023-07-17
54. COPART INC COM   2022-08-05 2023-07-17
44. EXACT SCIENCES CORPORATION   2022-09-19 2023-07-17
2. FACEBOOK INC A   2022-09-19 2023-07-17
50. GILEAD SCIENCES INC COM   2022-08-05 2023-07-17
12. ISHARES MIDCAP INDEX FD   2022-03-15 2023-07-17
1. J P MORGAN CHASE & CO   2015-04-20 2023-07-17
7.614 CLEARBRIDGE INTERNATIONAL GROWTH   2022-08-05 2023-07-17
4. MATCH GROUP INC NEW   2022-09-19 2023-07-17
15. MICROSOFT CORP   2019-08-16 2023-07-17
2. NETFLIX.COM INC COM   2023-01-05 2023-07-17
1. NEXTERA ENERGY INC   2022-08-05 2023-07-17
4. NVIDIA CORP   2022-09-26 2023-07-17
29. NVIDIA CORP   2017-03-28 2023-07-17
2. PALO ALTO NETWORKS INC   2022-08-05 2023-07-17
6. PAYPAL HOLDINGS INC   2022-09-26 2023-07-17
1. S P GLOBAL INC   2023-01-06 2023-07-17
2. SALESFORCE COM INC   2022-08-05 2023-07-17
27. TRADE DESK INC THE CLASS A   2022-09-19 2023-07-17
3. TRANSDIGM GROUP INC   2022-09-19 2023-07-17
10. VISA INC   2015-04-20 2023-07-17
3. WAL MART STORES INC   2017-03-28 2023-07-17
2. ZILLOW GROUP INC   2023-01-06 2023-07-17
1. CHUBB LTD   2023-01-06 2023-07-17
15. CHUBB LTD   2019-08-22 2023-07-17
4. ABBOTT LABORATORIES   2018-01-09 2023-07-21
3. ABBVIE INC   2023-01-06 2023-07-21
1. ADOBE SYS INC   2022-08-05 2023-07-21
3. ADVANCED MICRO DEVICES INC COM   2023-07-17 2023-07-21
3. AIRBNB INC CL A   2023-07-17 2023-07-21
5. ALBEMARLE CORP   2022-09-26 2023-07-21
11. ALPHABET INC CL A   2023-07-17 2023-07-21
5. AMAZON COM INC COM   2019-08-16 2023-07-21
107. AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2023-07-21
4. AMERICAN TOWER CORP   2022-08-05 2023-07-21
1. AMGEN INC COMMON STOCK   2023-01-06 2023-07-21
1. ANALOG DEVICES INC COMMON STOCK   2023-07-17 2023-07-21
12. APPLE COMPUTER INC   2015-04-20 2023-07-21
465. ARTISAN HIGH INCOME FUND   2022-03-15 2023-07-21
22. BANK OF AMERICA CORP   2023-01-06 2023-07-21
3. BEST BUY INC   2023-01-06 2023-07-21
6. BLACKROCK INC   2022-08-05 2023-07-21
2. CME GROUP INC   2022-09-19 2023-07-21
3. CVS CORP COM   2023-07-17 2023-07-21
3. CATERPILLAR INC   2022-08-05 2023-07-21
3. CENTENE CORP COM   2022-09-26 2023-07-21
7. CISCO SYS INC   2023-03-09 2023-07-21
14. COMCAST CORP CL A   2017-03-28 2023-07-21
2. CONOCOPHILLIPS   2023-01-06 2023-07-21
3. COPART INC COM   2022-08-05 2023-07-21
1. COSTCO WHSL CORP NEW COMMON STOCK   2023-07-17 2023-07-21
1. DANAHER CORP   2023-01-05 2023-07-21
1. DEERE & CO   2023-07-17 2023-07-21
4. EDWARDS LIFESCIENCES CORP COM   2023-07-17 2023-07-21
1. EQUINIX INC   2023-07-17 2023-07-21
6. FACEBOOK INC A   2022-09-19 2023-07-21
5. GILEAD SCIENCES INC COM   2022-08-05 2023-07-21
3. HOME DEPOT INC COMMON STOCK   2012-07-11 2023-07-21
2. HONEYWELL INTERNATIONAL INC COMMON STOCK   2023-01-06 2023-07-21
38. ISHARES RUSSELL MIDCAP VALUE ETF   2022-08-05 2023-07-21
92. ISHARES MIDCAP INDEX FD   2022-03-15 2023-07-21
25. ISHARES RUSSELL 2000 INDEX FUND   2022-08-05 2023-07-21
95. ISHARES MSCI EAFE VALUE ETF   2022-08-05 2023-07-21
109. ISHARES CORE MSCI EAFE ETF   2023-03-09 2023-07-21
77. ISHARES CORE MSCI EMERGING MKTS ETF   2022-08-05 2023-07-21
6. J P MORGAN CHASE & CO   2015-04-20 2023-07-21
2. L3HARRIS TECHNOLOGIES INC   2023-01-05 2023-07-21
47. CLEARBRIDGE INTERNATIONAL GROWTH   2022-08-05 2023-07-21
1. LULULEMON ATHLETICA INC   2023-07-17 2023-07-21
4. MAGNA INTL INC CL A   2023-01-06 2023-07-21
1. MAGNA INTL INC CL A   2022-08-06 2023-07-21
2. MARATHON PETROLEUM CORP   2023-03-09 2023-07-21
8. MARATHON PETROLEUM CORP   2019-08-22 2023-07-21
1. MASTERCARD INC   2023-07-17 2023-07-21
2. MATCH GROUP INC NEW   2022-09-19 2023-07-21
6. MICROSOFT CORP   2019-08-16 2023-07-21
5. MONDELEZ INTERNATIONAL W I   2023-01-06 2023-07-21
7. MORGAN STANLEY DEAN WITTER & CO   2023-01-06 2023-07-21
1. NETFLIX.COM INC COM   2023-01-05 2023-07-21
6. NEXTERA ENERGY INC   2022-08-05 2023-07-21
5. NVIDIA CORP   2022-09-26 2023-07-21
7. PALO ALTO NETWORKS INC   2022-08-05 2023-07-21
5. PAYCOM SOFTWARE INC   2023-07-17 2023-07-21
2. PAYPAL HOLDINGS INC   2022-09-26 2023-07-21
1. PFIZER INC COMMON STOCK   2023-01-06 2023-07-21
7. PFIZER INC COMMON STOCK   2022-08-06 2023-07-21
1. PROLOGIS INC   2023-07-17 2023-07-21
7. QUALCOMM INC   2023-07-17 2023-07-21
1. S P GLOBAL INC   2022-09-19 2023-07-21
1. SALESFORCE COM INC   2022-08-05 2023-07-21
5. SCHWAB CHARLES CORP COM NEW   2022-08-05 2023-07-21
201. SCHWAB US REIT ETF   2022-08-05 2023-07-21
1. SERVICENOW INC   2022-08-05 2023-07-21
2.00092 STARBUCKS CORP   2023-01-06 2023-07-21
1.99908 STARBUCKS CORP   2023-01-06 2023-07-21
320. STONE RIDGE HY REINSUR-I   2023-07-17 2023-07-21
6. TARGET CORP   2023-01-06 2023-07-21
4. TEXAS INSTRS INC   2022-08-05 2023-07-21
3. TRADE DESK INC THE CLASS A   2022-09-19 2023-07-21
1. TRANSDIGM GROUP INC   2022-09-19 2023-07-21
10. UBER TECHNOLOGIES INC   2023-07-17 2023-07-21
1. UNION PACIFIC CORPORATION COMMON STOCK   2022-09-19 2023-07-21
2. UNITED PARCEL SERVICE INC CL B   2023-07-17 2023-07-21
2. UNITEDHEALTH GRP INC COM   2022-09-26 2023-07-21
5. VERIZON COMMUNICATIONS   2023-01-06 2023-07-21
2. VISA INC   2015-04-20 2023-07-21
3. WAL MART STORES INC   2017-03-28 2023-07-21
3. ZILLOW GROUP INC   2022-09-19 2023-07-21
3. ACCENTURE PLC CL A   2023-07-17 2023-07-21
1. LINDE PLC SHS   2023-07-17 2023-07-21
5. MEDTRONIC PLC   2022-08-05 2023-07-21
3. APTIV PLC   2023-07-17 2023-07-21
2. CHUBB LTD   2019-08-22 2023-07-21
1. TEVA PHARMACEUTICALS INDS LTD ADR   1911-11-11 2023-08-11
.6667 VERALTO CORP COM SHS   2023-01-05 2023-10-13
1. COGNIZANT TECH SOLUTIONS CL A   1911-11-11 2023-11-17
100000. CATERPILLAR MTN 3.750% 11/24/23   2018-06-13 2023-11-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 2,386   1,484 902
b 2,634   2,041 593
c 73   74 -1
d 2,315   2,476 -161
e 2,385   2,126 259
3,421   2,505 916
1,796   528 1,268
513   125 388
2,063   1,919 144
619   294 325
1,478   1,539 -61
1,482   1,604 -122
8,800   8,366 434
9,779   9,645 134
3,848   3,932 -84
7,428   7,524 -96
60   61 -1
7,598   3,155 4,443
66   63 3
2,039   2,004 35
98   99 -1
2,254   1,912 342
785   751 34
4,099   5,065 -966
2,496   2,889 -393
403   466 -63
2,502   2,617 -115
1,481   1,566 -85
28,584   30,323 -1,739
52,229   53,400 -1,171
1,536   1,604 -68
728   763 -35
1,696   1,541 155
4,522   4,085 437
25     25
2     2
691   703 -12
4,212   4,153 59
53,041   53,389 -348
136     136
4,161   3,472 689
7,337   4,954 2,383
1,932   1,807 125
2,132   351 1,781
6,708   4,947 1,761
5,088   3,470 1,618
4,290   1,661 2,629
620   293 327
3,872   3,256 616
901   875 26
153   63 90
468   421 47
194   216 -22
5,175   2,044 3,131
900   623 277
73   88 -15
1,852   559 1,293
13,428   784 12,644
500   331 169
442   515 -73
417   343 74
458   381 77
2,458   1,697 761
2,678   1,769 909
2,443   648 1,795
464   209 255
105   69 36
192   228 -36
2,884   2,329 555
458   236 222
432   482 -50
520   434 86
332   355 -23
445   437 8
1,085   1,336 -251
1,311   1,369 -58
648   450 198
3,555   3,339 216
739   1,083 -344
235   276 -41
192   197 -5
2,308   383 1,925
4,041   4,422 -381
703   754 -51
249   246 3
4,519   4,237 282
377   379 -2
225   214 11
775   516 259
212   235 -23
368   354 14
602   521 81
225   239 -14
274   193 81
560   553 7
256   256  
438   422 16
371   371  
808   810 -2
1,761   878 883
404   305 99
962   155 807
418   420 -2
4,327   4,241 86
6,941   6,706 235
4,858   4,769 89
4,809   4,653 156
7,522   7,296 226
3,866   3,785 81
932   380 552
403   416 -13
2,875   2,600 275
382   385 -3
250   246 4
62   63 -1
251   258 -7
1,004   377 627
399   402 -3
89   108 -19
2,056   818 1,238
370   356 14
658   620 38
425   312 113
456   527 -71
2,222   618 1,604
1,702   1,160 542
1,756   1,802 -46
146   172 -26
37   50 -13
261   350 -89
125   128 -3
876   868 8
424   342 82
228   191 37
335   407 -72
4,035   4,498 -463
582   501 81
205   208 -3
205   213 -8
2,829   2,819 10
806   962 -156
738   735 3
252   189 63
888   590 298
469   456 13
217   215 2
376   365 11
1,015   1,019 -4
169   211 -42
479   130 349
476   209 267
154   100 54
944   960 -16
384   382 2
446   466 -20
328   329 -1
400   311 89
21     21
50   60 -10
69     69
100,000   101,734 -1,734
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
      2
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       902
b       593
c       -1
d       -161
e       259
      916
      1,268
      388
      144
      325
      -61
      -122
      434
      134
      -84
      -96
      -1
      4,443
      3
      35
      -1
      342
      34
      -966
      -393
      -63
      -115
      -85
      -1,739
      -1,171
      -68
      -35
      155
      437
      25
      2
      -12
      59
      -348
      136
      689
      2,383
      125
      1,781
      1,761
      1,618
      2,629
      327
      616
      26
      90
      47
      -22
      3,131
      277
      -15
      1,293
      12,644
      169
      -73
      74
      77
      761
      909
      1,795
      255
      36
      -36
      555
      222
      -50
      86
      -23
      8
      -251
      -58
      198
      216
      -344
      -41
      -5
      1,925
      -381
      -51
      3
      282
      -2
      11
      259
      -23
      14
      81
      -14
      81
      7
       
      16
       
      -2
      883
      99
      807
      -2
      86
      235
      89
      156
      226
      81
      552
      -13
      275
      -3
      4
      -1
      -7
      627
      -3
      -19
      1,238
      14
      38
      113
      -71
      1,604
      542
      -46
      -26
      -13
      -89
      -3
      8
      82
      37
      -72
      -463
      81
      -3
      -8
      10
      -156
      3
      63
      298
      13
      2
      11
      -4
      -42
      349
      267
      54
      -16
      2
      -20
      -1
      89
      21
      -10
      69
      -1,734
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 50,106
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
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 right arrow 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) 1 1,111
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 1,111
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 1,111
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,980
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 4,980
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,869
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,112 Refundedright arrow 11 2,757
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowUS BANK Telephone no.right arrow (509) 835-6075

Located atright arrow555 SW OAKPORTLANDOR ZIP+4right arrow97204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
US BANK NA TRUSTEE
1 		30,564    
PO BOX 0634
MILWAUKEE,WI532010634
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
1,901,336
b
Average of monthly cash balances.......................
1b
34,568
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,935,904
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
1,935,904
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,039
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,906,865
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
95,343
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
95,343
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,111
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,111
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
94,232
4
Recoveries of amounts treated as qualifying distributions................
4
7,166
5
Add lines 3 and 4............................
5
101,398
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
101,398
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
101,581
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
101,581
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 101,398
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 35,667
b From 2019...... 16,355
c From 2020...... 7,222
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 59,244
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 101,581
a Applied to 2022, 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 2023 distributable amount..... 101,398
e Remaining amount distributed out of corpus 183
5 Excess distributions carryover applied to 2023. 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 59,427
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		35,667
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		23,760
10 Analysis of line 9:
a Excess from 2019.... 16,355
b Excess from 2020.... 7,222
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 183
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
US BANK CO COREY DIGIACINTO
WEST 428 RIVERSIDE AVE
SPOKANE,WA99201
(509) 353-7085
bThe form in which applications should be submitted and information and materials they should include:
CONTACT COREY DIGIACINTO
cAny submission deadlines:
CONTACT COREY DIGIACINTO
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SCHOLARSHIPS FOR DESERVING HIGH SCHOOL GRADUATES. AN INDEPENDENT SCHOLARSHIP COMMITTEE SELECTS THE RECIPIENTS
Form 990-PF (2023)
Form 990-PF (2023)
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

NORTH IDAHO COLLEGE

1000 W GARDEN AVE
COEUR DALENE,ID83814 		NONE PC GENERAL OPERATING 1,500

SPOKANE FALLS COMMUNITY COLLEGE

3410 W FT GEORGE WRIGHT
SPOKANE,WA99204 		NONE PC GENERAL OPERATING 5,250

WESTERN OREGON UNIVERSITY

345 N MONMOUTH AVENUE
MONMOUTH,OR97361 		NONE PC GENERAL OPERATING 4,000

WALLA WALLA COMMUNITY COLLEGE

500 TAUSICK WAY
WALLA WALLA,WA99362 		NONE PC GENERAL OPERATING 4,000

MOLLOY UNIVERSITY

1000 HEMPSTEAD AVE
ROCKVILLE CENTRE,NY115715002 		NONE PC GENERAL OPERATING 1,000

CENTRAL OREGON COMMUNITY COLLEGE

2600 NW COLLEGE WAY
BEND,OR97701 		NONE PC GENERAL OPERATING 3,000

WEATHERFORD COLLEGE

225 COLLEGE PARK DRIVE
WEATHERFORD,TX760865699 		NONE PC GENERAL OPERATING 500

COLLEGE OF THE REDWOODS

7351 TOMPKINS HILL RD
EUREKA,CA955019300 		NONE PC GENERAL OPERATING 3,000

CLARK COMMUNITY COLLEGE

1933 FORT VANCOUVER WAY
VANCOUVER,WA98663 		NONE I SCHOLARSHIP 1,250

LANE COMMUNITY COLLEGE

4000 E 30TH AVE
EUGENE,OR97405 		NONE PC GENERAL OPERATING 500

PERRY TECHNICAL INSTITUTE

2011 W WASHINGTON AVE
YAKIMA,WA98903 		NONE PC GENERAL OPERATING 500

OREGON STATE UNIVERSITY

601 SW WESTERN BLVD
CORVALLIS,OR97331 		NONE PC GENERAL OPERATING 10,500

WASHINGTON STATE UNIVERSITY

560 NACHES AVE SW
RENTON,WA980572219 		NONE PC GENERAL OPERATING 4,250

OHIO STATE UNIVERSITY

500 MARKET ST STE 512
STEUBENVILLE,OH439522847 		NONE PC GENERAL OPERATING 1,000

UNIVERSITY OF WASHINGTON

4277 NE STEVENS WAY
SEATTLE,WA981950001 		NONE PC GENERAL OPERATING 3,500

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR971322697 		NONE PC GENERAL OPERATING 2,000

PACIFIC UNIVERSITY

2043 COLLEGE WAY
FOREST GROVE,OR971161756 		NONE PC GENERAL OPERATING 1,000

COLUMBIA GORGE COMMUNITY COLLEGE

400 E SCENIC DRIVE
THE DALLES,OR97058 		NONE PC GENERAL OPERATING 17,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ850173030 		NONE PC GENERAL OPERATING 12,000

WESTERN GOVERNORS UNIVERSITY

4001 S 700 E STE 700
SALT LAKE CTY,UT841072533 		NONE PC GENERAL OPERATING 2,000

BRIGHAM YOUNG UNIVERSITY

A153 ASB
PROVO,UT846021014 		NONE PC GENERAL OPERATING 2,000

BRIGHAM YOUNG UNIVERSITYIDAHO

525 S CENTER ST STOP 1695
REXBURG,ID834600066 		NONE PC GENERAL OPERATING 5,000

YAKIMA VALLEY COMMUNITY COLLEGE

SIXTEENTH AND NOB HILL BOULEVARD
YAKIMA,WA989072520 		NONE PC GENERAL OPERATING 3,000

SW OREGON COMMUNITY COLLEGE FDN

1988 NEWMARK AVENUE
COOS BAY,OR974200000 		NONE PC GENERAL OPERATING 1,250

UNIVERSITY OF IDAHO

875 PERIMETER FR
MOSCOW,ID83844 		NONE PC GENERAL OPERATING 4,000

MONTANA STATE UNIVERSITYBOZEMAN

FINANCIAL AID
BOZEMAN,MT59717 		NONE PC GENERAL OPERATING 4,000
Total .................................right arrow 3a 97,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 59,339  
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 50,106  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 24  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   109,469  
13Total. Add line 12, columns (b), (d), and (e)..................
13
109,469
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Name of Bond End of Year Book Value End of Year Fair Market Value
14912L5X5 CATERPILLAR MTN    

TY 2023 InvestmentsCorpStockSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Name of Stock End of Year Book Value End of Year Fair Market Value
037833100 APPLE INC 13,498 40,431
375558103 GILEAD SCIENCES INC 4,336 5,752
91324P102 UNITED HEALTH GROUP 7,597 15,268
46625H100 J P MORGAN CHASE CO 10,217 18,031
92826C839 VISA INC 2,487 5,467
438516106 HONEYWELL INTERNATIO 5,921 6,711
87612E106 TARGET CORP 8,828 12,533
20030N101 COMCAST CORP CL A 7,208 9,559
437076102 HOME DEPOT INC 9,252 15,595
594918104 MICROSOFT CORP 16,264 45,125
02079K305 ALPHABET INC CL A 10,703 26,262
15135B101 CENTENE CORP COM 4,299 5,640
931142103 WAL MART STORES INC 4,362 7,410
031162100 AMGEN INC 4,376 6,048
67066G104 NVIDIA CORP 1,607 6,438
70450Y103 PAYPAL HOLDINGS INC 2,625 3,071
28176E108 EDWARDS LIFESCIENCES 4,772 5,795
G5494J103 LINDE PLC    
002824100 ABBOTT LABORATORIES 4,574 6,714
56585A102 MARATHON PETROLEUM C 11,180 25,221
023135106 AMAZON.COM INC 9,396 14,282
H1467J104 CHUBB LTD 1,035 1,356
550021109 LULULEMON ATHLETICA 2,600 4,090
086516101 BEST BUY CO INC 3,118 3,366
98954M101 ZILLOW GROUP INC 1,475 2,609
907818108 UNION PACIFIC CORP 2,304 2,702
22160K105 COSTCO WHSL CORP 3,969 5,281
00724F101 ADOBE SYS INC 2,323 4,176
009066101 AIRBNB INC CL A 5,354 6,262
855244109 STARBUCKS CORP 5,059 5,377
00287Y109 ABBVIE INC 7,930 8,833
09247X101 BLACKROCK INC 11,175 13,801
G1151C101 ACCENTURE PLC CL A 10,571 12,282
852234103 SQUARE INC A    
620076307 MOTOROLA SOLUTIONS I    
12572Q105 CME GROUP INC 5,382 6,107
78409V104 S P GLOBAL INC 3,992 5,286
30303M102 FACEBOOK INC A 2,552 6,371
57636Q104 MASTERCARD INC 7,118 8,530
17275R102 CISCO SYSTEMS INC 4,328 5,103
20825C104 CONOCOPHILLIPS 3,392 3,598
G6095L109 APTIV PLC 4,907 4,307
03027X100 AMERICAN TOWER CORP 19,237 17,270
060505104 BANK OF AMERICA CORP 13,076 13,535
29786A106 ETSY INC    
81762P102 SERVICENOW INC 4,615 7,065
461202103 INTUIT INC 2,050 3,125
65339F101 NEXTERA ENERGY INC 10,166 7,107
559222401 MAGNA INTL INC CL 5,003 5,081
007903107 ADVANCED MICRO DEVIC 5,517 8,697
278865100 ECOLAB INC    
217204106 COPART INC COM 2,216 3,822
032654105 ANALOG DEVICES INC 2,515 3,376
717081103 PFIZER INC 6,207 3,743
697435105 PALO ALTO NETWORKS I 3,743 6,782
89400J107 TRANSUNION    
79466L302 SALESFORCE COM INC 5,071 7,631
882508104 TEXAS INSTRUMENTS IN 9,587 9,205
92343V104 VERIZON COMMUNICATIO 3,101 2,903
30063P105 EXACT SCIENCES CORPO    
149123101 CATERPILLAR INC 1,815 3,252
808513105 SCHWAB CHARLES CORP 6,086 6,330
88339J105 TRADE DESK INC THE C 2,115 2,591
893641100 TRANSDIGM GROUP INC 1,666 3,035
012653101 ALBEMARLE CORP 17,913 10,547
29444U700 EQUINIX INC 1,816 2,416
G5960L103 MEDTRONIC PLC 7,009 6,426
617446448 MORGAN STANLEY 8,278 9,139
57667L107 MATCH GROUP INC NEW 2,094 1,497
90353T100 UBER TECHNOLOGIES IN 6,373 12,622
609207105 MONDELEZ INTERNATION 5,496 6,374
126650100 CVS HEALTH CORPORATI 4,930 5,448
235851102 DANAHER CORP 6,408 6,709
244199105 DEERE CO. 2,955 2,799
502431109 L3HARRIS TECHNOLOGIE 7,921 8,214
64110L106 NETFLIX.COM INC 4,671 7,303
70432V102 PAYCOM SOFTWARE INC 5,407 3,101
74340W103 PROLOGIS INC 2,822 2,933
747525103 QUALCOMM INC 2,603 3,037
911312106 UNITED PARCEL SERVIC 4,384 3,774
92338C103 VERALTO CORP COM SHS 786 740
G54950103 LINDE PLC SHS 1,956 4,107

TY 2023 InvestmentsOtherSchedule2
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
72369L107 PIONEER ILS INTERVAL      
46434G103 ISHARES CORE MSCI EM AT COST 132,242 138,690
464287473 ISHARES RUSSELL MIDC AT COST 75,797 80,473
464288877 ISHARES MSCI EAFE VA AT COST 65,911 81,016
56064L298 MAINSTAY CBRE GLOBAL      
464287655 ISHARES RUSSELL 2000 AT COST 93,335 101,559
74440B884 PGIM TOTAL RETURN BO AT COST 86,897 83,809
464287499 ISHARES RUSSELL MID AT COST 125,850 142,013
024524217 AMERICAN BEACON STEP AT COST 73,595 83,495
464287457 ISHARES 1 3 YEAR TRE      
464287226 ISHARES CORE U.S. AG AT COST 115,720 112,252
46432F842 ISHARES CORE MSCI EA AT COST 139,591 160,468
861728400 STONE RIDGE HY REINS AT COST 55,501 59,141
04314H568 ARTISAN HIGH INCOME AT COST 105,218 102,546
524686524 CLEARBRIDGE INTERNAT AT COST 67,715 78,855
808524847 SCHWAB US REIT ETF AT COST 83,177 81,204

TY 2023 OtherAssetsSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 822 1,569 1,569


TY 2023 OtherDecreasesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 1
ROUNDING 1


TY 2023 OtherExpensesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAX 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 24 24  


TY 2023 OtherIncreasesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Amount
RECOVERY OF GRANTS PAID 7,166


TY 2023 TaxesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 986 986   0
FEDERAL TAX PAYMENT - PRIOR YE 3,896 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,980 0   0
FOREIGN TAXES ON NONQUALIFIED 738 738   0