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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$2,118,667J 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... 64,114 63,892  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,769
b Gross sales price for all assets on line 6a 655,048
7 Capital gain net income (from Part IV, line 2)... 47,769
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
2,802 45  
12 Total. Add lines 1 through 11........ 114,685 111,706  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,303 29,973   3,330
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
1,525 0 0 1,525
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
1,201 1,201   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,029 31,174 0 4,855
25 Contributions, gifts, grants paid....... 97,500 97,500
26 Total expenses and disbursements. Add lines 24 and 25 133,529 31,174 0 102,355
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,844
b Net investment income (if negative, enter -0-) 80,532
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 129,217 34,525 34,525
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)....... 429,694 Click to see attachment
List of Attached Documents:
// Content
410,074 		627,270
c Investments—corporate bonds (attach schedule).......      
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).......... 1,220,549 Click to see attachment
List of Attached Documents:
// Content
1,327,731 		1,455,522
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
1,569 		Click to see attachment
List of Attached Documents:
// Content
1,350 		Click to see attachment
List of Attached Documents:
// Content
1,350
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,781,029 1,773,680 2,118,667
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........ 1,781,029 1,773,680
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)..... 1,781,029 1,773,680
30 Total liabilities and net assets/fund balances (see instructions). 1,781,029 1,773,680
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
1,781,029
2
Enter amount from Part I, line 27a .....................
2
-18,844
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,507
4
Add lines 1, 2, and 3 ..........................
4
1,773,692
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,773,680
Form 990-PF (2024)
Form 990-PF (2024)
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 2. ADVANCED MICRO DEVICES INC COM   2022-09-19 2024-01-11
b 6. AIRBNB INC CL A   2023-07-17 2024-01-11
c 15. AIRBNB INC CL A   2022-09-19 2024-01-11
d 1. ALBEMARLE CORP   2023-07-17 2024-01-11
e 1. ALBEMARLE CORP   2022-09-22 2024-01-11
6. ALPHABET INC CL A   2022-09-26 2024-01-11
4. AMAZON COM INC COM   2022-09-26 2024-01-11
43.283 AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2024-01-11
5. APPLE COMPUTER INC   2022-09-26 2024-01-11
94.218 ARTISAN HIGH INCOME FUND   2022-03-15 2024-01-11
7. BANK OF AMERICA CORP   2022-08-05 2024-01-11
2. CVS CORP COM   2023-07-17 2024-01-11
4. CENTENE CORP COM   2022-09-26 2024-01-11
1. COMCAST CORP CL A   2023-01-06 2024-01-11
2. COSTCO WHSL CORP NEW COMMON STOCK   2022-09-19 2024-01-11
3. EDWARDS LIFESCIENCES CORP COM   2023-07-17 2024-01-11
3. EQUINIX INC     2024-01-11
1. GILEAD SCIENCES INC COM   2022-08-05 2024-01-11
1. J P MORGAN CHASE & CO   2023-01-06 2024-01-11
3. LULULEMON ATHLETICA INC   2022-09-19 2024-01-11
116. MARATHON PETROLEUM CORP     2024-01-11
4. MASTERCARD INC   2022-08-05 2024-01-11
1. MATCH GROUP INC NEW   2022-09-19 2024-01-11
3. MICROSOFT CORP   2022-09-26 2024-01-11
1. MONDELEZ INTL INC CL A   2023-01-06 2024-01-11
7. NETFLIX.COM INC COM   2023-01-05 2024-01-11
15. PAYCOM SOFTWARE INC   2023-07-17 2024-01-11
50. PAYPAL HOLDINGS INC     2024-01-11
1. PFIZER INC COMMON STOCK   2023-03-09 2024-01-11
175. PGIM TOTAL RETURN BOND CL R6   2022-08-05 2024-01-11
1. SALESFORCE COM INC   2022-08-05 2024-01-11
1. STARBUCKS CORP   2023-03-09 2024-01-11
69. UBER TECHNOLOGIES INC   2022-09-19 2024-01-11
1. UNITEDHEALTH GRP INC COM   2022-09-26 2024-01-11
3. VERALTO CORP COM SHS   2023-07-17 2024-01-11
6. VERALTO CORP COM SHS     2024-01-11
1. WAL MART STORES INC   2023-01-06 2024-01-11
1. ZILLOW GROUP INC   2022-09-19 2024-01-11
9. ACCENTURE PLC IRELAND SHS CLASS A   2022-08-05 2024-01-11
2. APTIV PLC   2023-07-17 2024-01-11
16. ABBVIE INC     2024-05-22
25. AIRBNB INC CL A     2024-05-22
24. ALPHABET INC CL A   2022-09-26 2024-05-22
59. AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2024-05-22
67. CVS CORP COM   2023-07-17 2024-05-22
9. CATERPILLAR INC   2022-09-26 2024-05-22
62. COPART INC COM     2024-05-22
3. COSTCO WHSL CORP NEW COMMON STOCK   2022-09-19 2024-05-22
7. DANAHER CORP   2023-01-05 2024-05-22
20. EDWARDS LIFESCIENCES CORP COM   2023-07-17 2024-05-22
17. EDWARDS LIFESCIENCES CORP COM     2024-05-22
926. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-01-11 2024-05-22
14. ISHARES RUSSELL MIDCAP VALUE ETF   2022-08-05 2024-05-22
38. ISHARES MIDCAP INDEX FD   2022-03-15 2024-05-22
35. ISHARES MSCI EAFE VALUE ETF   2022-08-05 2024-05-22
57. ISHARES CORE MSCI EAFE ETF   2023-03-09 2024-05-22
134. ISHARES CORE MSCI EMERGING MKTS ETF   2022-08-05 2024-05-22
17. J P MORGAN CHASE & CO     2024-05-22
36. MARATHON PETROLEUM CORP     2024-05-22
40. MATCH GROUP INC NEW     2024-05-22
2. NETFLIX.COM INC COM   2023-01-05 2024-05-22
5. SCHWAB CHARLES CORP COM NEW   2024-01-11 2024-05-22
60. SCHWAB CHARLES CORP COM NEW     2024-05-22
17. TEXAS INSTRS INC   2022-08-05 2024-05-22
1. CHUBB LIMITED COM   2024-01-11 2024-05-22
6. CHUBB LIMITED COM     2024-05-22
3. ABBOTT LABORATORIES   2023-01-06 2024-06-11
2. ABBVIE INC   2022-09-26 2024-06-11
3. ADVANCED MICRO DEVICES INC COM   2022-09-19 2024-06-11
3. ALBEMARLE CORP   2022-09-22 2024-06-11
8. ALPHABET INC CL A   2022-09-26 2024-06-11
4. AMAZON COM INC COM   2022-09-26 2024-06-11
115. AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2024-06-11
5. AMERICAN TOWER CORP   2024-01-11 2024-06-11
1. AMGEN INC COMMON STOCK   2023-01-02 2024-06-11
2. ANALOG DEVICES INC COMMON STOCK     2024-06-11
10. APPLE COMPUTER INC   2022-09-26 2024-06-11
606. ARTISAN HIGH INCOME FUND   2024-05-22 2024-06-11
19. BANK OF AMERICA CORP   2022-08-05 2024-06-11
2. BEST BUY INC     2024-06-11
1. CME GROUP INC   2022-09-19 2024-06-11
4. CENTENE CORP COM   2022-09-26 2024-06-11
1. CHEVRONTEXACO CORP COM   2024-05-22 2024-06-11
1. CISCO SYS INC   2024-01-11 2024-06-11
4. CISCO SYS INC     2024-06-11
11. COMCAST CORP CL A   2023-07-17 2024-06-11
2. CONOCOPHILLIPS   2023-01-02 2024-06-11
4. COPART INC COM   2022-09-26 2024-06-11
134. CREDIT SUISSE COMMODITY RETURN   2024-05-23 2024-06-11
1. DANAHER CORP   2023-01-05 2024-06-11
4. DRAFTKINGS INC NEW   2024-05-22 2024-06-11
2. EDWARDS LIFESCIENCES CORP COM   2023-01-06 2024-06-11
1. FACEBOOK INC A   2022-09-19 2024-06-11
3. GILEAD SCIENCES INC COM   2022-08-05 2024-06-11
2. HOME DEPOT INC COMMON STOCK   2024-01-11 2024-06-11
2. HONEYWELL INTERNATIONAL INC COMMON STOCK   2023-01-02 2024-06-11
13. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-22 2024-06-11
58. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-01-11 2024-06-11
34. ISHARES RUSSELL MIDCAP VALUE ETF   2022-08-05 2024-06-11
89. ISHARES MIDCAP INDEX FD   2022-03-15 2024-06-11
25. ISHARES RUSSELL 2000 INDEX FUND   2022-08-05 2024-06-11
75. ISHARES MSCI EAFE VALUE ETF   2022-08-05 2024-06-11
111. ISHARES CORE MSCI EAFE ETF   2023-03-09 2024-06-11
136. ISHARES CORE MSCI EMERGING MKTS ETF   2022-08-05 2024-06-11
4. J P MORGAN CHASE & CO   2022-08-05 2024-06-11
2. L3HARRIS TECHNOLOGIES INC     2024-06-11
66. CLEARBRIDGE INTERNATIONAL GROWTH   2022-08-05 2024-06-11
2. MAGNA INTL INC CL A   2023-07-17 2024-06-11
2. MAGNA INTL INC CL A   2022-08-05 2024-06-11
6. MICROSOFT CORP     2024-06-11
5. MOBILEYE GLOBAL INC COMMON CLASS A   2024-01-11 2024-06-11
4. MONDELEZ INTL INC CL A     2024-06-11
5. MORGAN STANLEY DEAN WITTER & CO     2024-06-11
10. NEXTERA ENERGY INC   2022-08-05 2024-06-11
3. NIKE INC. CLASS B   2024-05-22 2024-06-11
9. NVIDIA CORP   2022-09-26 2024-06-11
1. PALO ALTO NETWORKS INC   2024-01-11 2024-06-11
6. PFIZER INC COMMON STOCK   2022-08-05 2024-06-11
2. PROLOGIS INC COM   2024-01-11 2024-06-11
342. PGIM TOTAL RETURN BOND CL R6   2023-07-17 2024-06-11
2. QUALCOMM INC   2024-01-11 2024-06-11
1. SALESFORCE COM INC   2022-08-05 2024-06-11
10. SCHLUMBERGER LTD ISIN #AN8068571086   2024-01-11 2024-06-11
2. SCHWAB CHARLES CORP COM NEW   2024-01-11 2024-06-11
155. SCHWAB US REIT ETF   2024-05-22 2024-06-11
63. SCHWAB US REIT ETF     2024-06-11
3. STARBUCKS CORP     2024-06-11
345. STONE RIDGE HY REINSUR-I   2022-12-15 2024-06-11
6. TARGET CORP     2024-06-11
2. TEXAS INSTRS INC   2022-08-05 2024-06-11
4. TRADE DESK INC THE CLASS A   2022-09-19 2024-06-11
7. UBER TECHNOLOGIES INC   2022-09-19 2024-06-11
1. UNITED PARCEL SERVICE INC CL B   2023-07-17 2024-06-11
2. UNITEDHEALTH GRP INC COM   2024-05-22 2024-06-11
4. VERIZON COMMUNICATIONS   2022-09-19 2024-06-11
1. VISA INC   2023-01-06 2024-06-11
7. WAL MART STORES INC     2024-06-11
4. ZILLOW GROUP INC   2022-09-19 2024-06-11
1. ACCENTURE PLC IRELAND SHS CLASS A   2023-07-17 2024-06-11
5. MEDTRONIC PLC   2024-01-11 2024-06-11
2. APTIV PLC   2023-07-17 2024-06-11
1. NOVO-NORDISK A S SPONSORED ADR   1911-11-11 2024-06-17
31. GILEAD SCIENCES INC COM   2022-08-05 2024-06-18
10. TRADE DESK INC THE CLASS A   2022-09-19 2024-06-18
59. WAL MART STORES INC     2024-06-18
2538.783 CREDIT SUISSE COMMODITY RETURN   2024-05-23 2024-07-26
29. AMERICAN TOWER CORP     2024-08-22
30. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-08-05 2024-08-22
90. MOBILEYE GLOBAL INC COMMON CLASS A   2024-01-11 2024-08-22
31. NIKE INC. CLASS B   2024-05-22 2024-08-22
13. SALESFORCE COM INC   2022-08-05 2024-08-22
2. SERVICENOW INC   2022-08-05 2024-08-22
7. TRADE DESK INC THE CLASS A     2024-08-22
5. UNITEDHEALTH GRP INC COM     2024-08-22
3. CATERPILLAR INC   2024-01-11 2024-09-13
2. CATERPILLAR INC   2022-09-26 2024-09-13
243. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-22 2024-09-13
2. BLACKROCK INC COM   2022-08-05 2024-10-16
7. DANAHER CORP   2023-01-05 2024-10-16
6. NETFLIX.COM INC COM     2024-10-16
7. S P GLOBAL INC COM   2022-09-19 2024-10-16
36. ALBEMARLE CORP     2024-11-26
97.308 AMERICAN BEACON STEPHENS MID CAP GR   2022-08-05 2024-11-26
47. BANK OF AMERICA CORP   2022-08-05 2024-11-26
419. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-13 2024-11-26
882.99889 ISHARES CORE U.S. AGGREGATE BOND ETF     2024-11-26
174.00111 ISHARES CORE U.S. AGGREGATE BOND ETF     2024-11-26
30. ISHARES RUSSELL MIDCAP VALUE ETF   2022-08-05 2024-11-26
110. ISHARES MIDCAP INDEX FD   2022-03-15 2024-11-26
39. ISHARES RUSSELL 2000 INDEX FUND   2022-08-05 2024-11-26
9. J P MORGAN CHASE & CO   2022-08-05 2024-11-26
28. MORGAN STANLEY DEAN WITTER & CO     2024-11-26
302. SCHWAB US REIT ETF   2022-08-05 2024-11-26
1. STERICYCLE INC COMMON STOCK   1911-11-11 2024-12-06
39. BANK OF AMERICA CORP   2022-08-05 2024-12-18
2. BLACKROCK INC COM   2022-08-05 2024-12-18
4. DEERE & CO   2024-05-22 2024-12-18
7. DEERE & CO   2023-07-17 2024-12-18
30. NIKE INC. CLASS B   2024-05-22 2024-12-18
131.147 STONE RIDGE HY REINSUR-I   2023-07-17 2024-12-18
27. TARGET CORP   2024-01-11 2024-12-18
14. TRADE DESK INC THE CLASS A     2024-12-18
2. VERIZON COMMUNICATIONS   2024-01-11 2024-12-18
73. VERIZON COMMUNICATIONS     2024-12-18
3. ZILLOW GROUP INC   2024-05-22 2024-12-18
41. ZILLOW GROUP INC     2024-12-18
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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 292   153 139
b 834   874 -40
c 2,085   1,773 312
d 129   239 -110
e 129   289 -160
846   592 254
618   463 155
1,506   1,351 155
923   760 163
847   896 -49
231   238 -7
158   143 15
317   313 4
43   38 5
1,343   1,003 340
226   278 -52
2,404   1,816 588
85   61 24
170   137 33
1,442   1,003 439
18,005   8,202 9,803
1,707   1,424 283
37   54 -17
1,148   719 429
72   68 4
3,412   2,181 1,231
2,998   5,407 -2,409
3,053   2,625 428
28   39 -11
2,100   2,200 -100
268   191 77
92   100 -8
4,334   2,147 2,187
538   510 28
230   250 -20
459   536 -77
161   147 14
53   33 20
3,115   2,775 340
166   219 -53
2,547   2,297 250
3,585   2,706 879
4,212   2,367 1,845
2,216   1,841 375
3,849   4,787 -938
3,217   1,485 1,732
3,372   1,786 1,586
2,415   1,504 911
1,881   1,581 300
1,816   1,856 -40
1,543   1,398 145
89,621   91,327 -1,706
1,741   1,539 202
3,162   2,770 392
1,953   1,541 412
4,288   3,713 575
7,284   6,586 698
3,385   2,107 1,278
6,359   1,845 4,514
1,193   2,040 -847
1,283   623 660
389   326 63
4,665   4,192 473
3,445   3,125 320
268   226 42
1,610   1,035 575
317   335 -18
335   283 52
478   229 249
340   868 -528
1,399   789 610
740   463 277
4,211   3,589 622
976   1,032 -56
300   268 32
469   312 157
2,052   1,519 533
5,412   5,418 -6
735   646 89
174   152 22
199   189 10
274   313 -39
156   158 -2
45   50 -5
182   193 -11
422   464 -42
227   228 -1
213   108 105
3,146   3,211 -65
262   226 36
152   172 -20
174   153 21
502   146 356
194   183 11
668   711 -43
417   419 -2
2,133   2,182 -49
5,610   5,720 -110
4,094   3,737 357
7,182   6,488 694
5,001   4,769 232
3,984   3,302 682
8,110   7,230 880
7,127   6,685 442
778   462 316
441   414 27
4,321   3,651 670
86   118 -32
86   122 -36
2,568   1,451 1,117
154   153 1
269   268 1
477   432 45
720   878 -158
285   278 7
1,084   111 973
311   320 -9
168   297 -129
223   264 -41
4,046   4,044 2
416   276 140
240   191 49
448   487 -39
145   130 15
3,053   3,087 -34
1,241   1,267 -26
240   301 -61
3,136   2,870 266
877   936 -59
392   368 24
372   251 121
480   218 262
137   183 -46
988   1,046 -58
161   164 -3
272   217 55
465   338 127
166   131 35
291   320 -29
412   434 -22
154   219 -65
158     158
1,966   1,893 73
994   628 366
3,989   2,209 1,780
55,599   60,829 -5,230
6,364   7,858 -1,494
3,012   3,084 -72
1,350   2,753 -1,403
2,608   2,873 -265
3,412   2,478 934
1,677   1,001 676
725   419 306
2,889   2,498 391
1,039   876 163
692   330 362
42,544   40,789 1,755
2,029   1,391 638
1,864   1,581 283
4,210   1,867 2,343
3,700   2,395 1,305
3,856   9,002 -5,146
4,122   3,037 1,085
2,246   1,599 647
41,236   42,668 -1,432
86,901   90,576 -3,675
17,124   17,822 -698
4,191   3,297 894
10,469   8,018 2,451
9,386   7,440 1,946
2,256   1,039 1,217
3,680   2,414 1,266
6,973   6,758 215
23     23
1,761   1,327 434
2,102   1,391 711
1,759   1,552 207
3,078   2,955 123
2,360   2,781 -421
1,245   1,155 90
3,606   3,817 -211
1,887   773 1,114
81   77 4
2,969   2,938 31
232   125 107
3,176   1,311 1,865
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
      3,067
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       139
b       -40
c       312
d       -110
e       -160
      254
      155
      155
      163
      -49
      -7
      15
      4
      5
      340
      -52
      588
      24
      33
      439
      9,803
      283
      -17
      429
      4
      1,231
      -2,409
      428
      -11
      -100
      77
      -8
      2,187
      28
      -20
      -77
      14
      20
      340
      -53
      250
      879
      1,845
      375
      -938
      1,732
      1,586
      911
      300
      -40
      145
      -1,706
      202
      392
      412
      575
      698
      1,278
      4,514
      -847
      660
      63
      473
      320
      42
      575
      -18
      52
      249
      -528
      610
      277
      622
      -56
      32
      157
      533
      -6
      89
      22
      10
      -39
      -2
      -5
      -11
      -42
      -1
      105
      -65
      36
      -20
      21
      356
      11
      -43
      -2
      -49
      -110
      357
      694
      232
      682
      880
      442
      316
      27
      670
      -32
      -36
      1,117
      1
      1
      45
      -158
      7
      973
      -9
      -129
      -41
      2
      140
      49
      -39
      15
      -34
      -26
      -61
      266
      -59
      24
      121
      262
      -46
      -58
      -3
      55
      127
      35
      -29
      -22
      -65
      158
      73
      366
      1,780
      -5,230
      -1,494
      -72
      -1,403
      -265
      934
      676
      306
      391
      163
      362
      1,755
      638
      283
      2,343
      1,305
      -5,146
      1,085
      647
      -1,432
      -3,675
      -698
      894
      2,451
      1,946
      1,217
      1,266
      215
      23
      434
      711
      207
      123
      -421
      90
      -211
      1,114
      4
      31
      107
      1,865
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 47,769
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 1,119
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 1,119
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 1,119
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,112
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 1,112
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 7
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 N A TRUSTEE
1 		33,303    
PO BOX 0634
MILWAUKEE,WI532010624
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
2,081,573
b
Average of monthly cash balances.......................
1b
34,242
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,115,815
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
2,115,815
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,737
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,084,078
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
104,204
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
104,204
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,119
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,119
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,085
4
Recoveries of amounts treated as qualifying distributions................
4
11,500
5
Add lines 3 and 4............................
5
114,585
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
114,585
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
102,355
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
102,355
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 114,585
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 16,355
b From 2020...... 7,222
c From 2021...... 0
d From 2022...... 0
e From 2023...... 183
f Total of lines 3a through e ........ 23,760
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 102,355
a Applied to 2023, 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 2024 distributable amount..... 102,355
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 12,230 12,230
(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 11,530
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,125
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,405
10 Analysis of line 9:
a Excess from 2020.... 7,222
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 183
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BELLEVUE COMMUNITY COLLEGE

3000 LANDERHOLM CIRLCE SE
BELLEVUE,WA98007 		NONE I SCHOLARSHIPS 6,000

COLUMBIA GORGE COMM COLLEGE

400 EAST SCENIC DRIVE
THE DALLES,OR97058 		NONE I SCHOLARSHIPS 5,000

OREGON STATE UNIVERSITY

218 KERR ADMIN BLDG
CORVALLIS,OR97331 		NONE I SCHOLARSHIPS 5,750

CENTRAL WASHINGTON UNIVERSITY

400 EAST UNIVERSITY WAY
ELLENSBURG,WA98926 		NONE I SCHOLARSHIPS 1,250

WASHINGTON STATE UNIVERSITY

PO BOX 641039
PULLMAN,WA99164 		NONE I SCHOLARSHIPS 3,750

UNIVERSITY OF IDAHO

875 PERIMETER DRIVE MS 4291
MOSCOW,ID838334291 		NONE I SCHOLARSHIP 12,000

YAKIMA VALLEY COMMUNITY COLLEGE

PO BOX 22520
YAKIMA,WA98907 		NONE I SCHOLARSHIPS 3,000

WALLA WALLA COMMUNITY COLLEGE

500 TAUSICK WAY
WALLA WALLA,WA99362 		NONE I SCHOLARSHIPS 4,000

UNIVERSITY OF HAWAII AT MANOA

2600 CAMPUS RD
HONOLULU,HI96822 		NONE I SCHOLARSHIPS 5,000

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR97132 		NONE I SCHOLARSHIPS 1,250

BRIGHAM YOUNG UNIVERSITY

CAMPUS DR D-155 ASB
PROVO,UT84602 		NONE I SCHOLARSHIPS 2,000

CREIGHTON UNIVERSITY

780330 CALIFORNIA PLAZA
OMAHA,NE68178 		NONE I SCHOLARSHIPS 7,000

LOWER COLUMBIA COLLEGE

1600 MAPLE ST
LONGVIEW,WA98632 		NONE I SCHOLARSHIPS 1,250

SPOKANE FALLS COMMUNITY COLLEGE

MS 3172
SPOKANE,WA99217 		NONE I SCHOLARSHIPS 6,750

WYOTECH

4373 N 3RD STREET
LARAMIE,WY82070 		NONE I SCHOLARSHIPS 1,000

EASTERN OREGON UNIVERSITY

1 UNIVERSITY BLVD
LA GRANDE,OR97850 		NONE I SCHOLARSHIPS 9,500

UTAH TECH UNIVERSITY

225 S UNIVERSITY AVE
ST GEORGE,UT84770 		NONE I SCHOLARSHIPS 1,250

BRIGHAM YOUNG UNIVERSITY-IDAHO

525 S CENTER STREET
REXBURG,ID83460 		NONE I SCHOLARSHIPS 5,000

EASTERN WASHINGTON UNIVERSITY

333 EAGLE LANE
CHENEY,WA99004 		NONE I SCHOLARSHIPS 3,500

HIGHLINE COLLEGE

2400 S 240TH STREET
DES MOINES,IA98198 		NONE I SCHOLARSHIPS 1,000

COLLEGE OF THE REDWOODS

7351 TOMPKINS HILL ROAD
EUREKA,CA95501 		NONE I SCHOLARSHIPS 3,000

LINN BENTON COMMUNITY COLLEGE

6500 PACIFIC BLVD SW
ALBANY,OR97321 		NONE I SCHOLARSHIPS 2,000

NORTH IDAHO COLLEGE

1000 W GARDEN AVE
Coeur dAlene,ID83814 		NONE I SCHOLARSHIPS 1,500

LINFIELD UNIVERSITY

900 SE BAKER A454
MCMINNVILLE,OR97128 		NONE I SCHOLARSHIPS 5,750
Total .................................right arrow 3a 97,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 64,114  
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 47,769  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 45  
bFEDERAL TAX REFUND     1 2,757  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   114,685  
13Total. Add line 12, columns (b), (d), and (e)..................
13
114,685
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 1,525     1,525

TY 2024 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 11,219 48,832
375558103 GILEAD SCIENCES INC 2,198 3,325
91324P102 UNITEDHEALTH GROUP I 10,343 17,199
46625H100 J P MORGAN CHASE CO 6,473 17,978
92826C839 VISA INC 2,270 6,321
438516106 HONEYWELL INTL INC 5,503 6,777
87612E106 TARGET CORP COM 8,599 11,761
20030N101 COMCAST CORP CLASS A 6,706 7,731
437076102 HOME DEPOT INC 10,318 18,672
594918104 MICROSOFT CORP 14,094 46,787
02079K305 ALPHABET INC CL A 6,956 28,395
15135B101 CENTENE CORP COM 3,672 4,119
931142103 WAL MART STORES INC 1,668 6,505
031162100 AMGEN INC 4,108 5,213
67066G104 NVIDIA CORP 7,159 25,515
70450Y103 PAYPAL HOLDINGS INC    
28176E108 EDWARDS LIFESCIENCES 1,087 2,517
002824100 ABBOTT LABORATORIES 4,238 6,560
56585A102 MARATHON PETROLEUM C 2,512 3,627
023135106 AMAZON.COM INC 9,916 20,623
H1467J104 CHUBB LTD    
550021109 LULULEMON ATHLETICA 2,849 3,442
086516101 BEST BUY CO INC 2,966 3,518
98954M101 ZILLOW GROUP INC 1,162 1,984
907818108 UNION PACIFIC CORP 2,540 2,736
22160K105 COSTCO WHOLESALE COR 1,462 2,749
00724F101 ADOBE SYS INC 5,231 5,781
009066101 AIRBNB INC CL A    
855244109 STARBUCKS CORP COM 4,657 4,745
00287Y109 ABBVIE INC 5,350 6,930
09247X101 BLACKROCK INC    
G1151C101 ACCENTURE PLC IRELAN 7,476 8,795
12572Q105 CME GROUP INC 5,192 6,502
78409V104 S P GLOBAL INC COM 2,896 3,984
30303M102 FACEBOOK INC A 6,226 15,223
57636Q104 MASTERCARD INC 5,695 8,425
17275R102 CISCO SYSTEMS INC 4,135 5,742
20825C104 CONOCOPHILLIPS 3,164 2,876
G6095L109 APTIV PLC    
03027X100 AMERICAN TOWER CORP 13,444 11,188
060505104 BANK OF AMERICA CORP 9,265 12,746
81762P102 SERVICENOW INC 3,614 8,481
461202103 INTUIT INC 2,050 3,143
65339F101 NEXTERA ENERGY INC 14,849 14,195
559222401 MAGNA INTL INC CL 4,762 3,427
007903107 ADVANCED MICRO DEVIC 6,403 7,489
217204106 COPART INC COM 3,226 4,189
032654105 ANALOG DEVICES INC 5,388 6,799
717081103 PFIZER INC 5,871 3,263
697435105 PALO ALTO NETWORKS I 4,704 9,462
79466L302 SALESFORCE COM INC 2,212 4,681
882508104 TEXAS INSTRUMENTS IN 6,094 6,563
92343V104 VERIZON COMMUNICATIO    
149123101 CATERPILLAR INC    
808513105 SCHWAB CHARLES CORP 6,257 6,957
88339J105 TRADE DESK INC THE C 2,961 5,171
893641100 TRANSDIGM GROUP INC 2,681 5,069
012653101 ALBEMARLE CORP 7,514 2,755
29444U700 EQUINIX INC 3,281 3,772
G5960L103 MEDTRONIC PLC 8,223 7,349
617446448 MORGAN STANLEY COM N 5,524 8,298
57667L107 MATCH GROUP INC NEW    
90353T100 UBER TECHNOLOGIES IN 4,009 7,781
609207105 MONDELEZ INTL INC CL 5,160 4,958
126650100 CVS HEALTH CORPORATI    
235851102 DANAHER CORP 4,161 4,361
244199105 DEERE CO.    
502431109 L3HARRIS TECHNOLOGIE 7,508 7,780
64110L106 NETFLIX.COM INC    
70432V102 PAYCOM SOFTWARE INC    
74340W103 PROLOGIS INC COM 6,122 4,968
747525103 QUALCOMM INC COM 4,670 5,530
911312106 UNITED PARCEL SERVIC 4,362 3,026
92338C103 VERALTO CORP COM SHS    
G54950103 LINDE PLC SHS 1,956 4,187
09290D101 BLACKROCK INC COM 8,393 13,326
11135F101 BROADCOM INC 5,552 6,723
127097103 COTERRA ENERGY INC 2,309 2,452
166764100 CHEVRON CORP COM 7,471 7,242
237194105 DARDEN RESTAURANTS I 3,116 3,734
26142V105 DRAFTKINGS INC NEW 6,301 5,729
482480100 KLA CORPORATION 3,342 3,151
532457108 ELI LILLY CO 3,200 3,088
58733R102 MERCADOLIBRE INC 3,627 3,401
806857108 SCHLUMBERGER LTD COM 9,353 7,476
871607107 SYNOPSYS INC 2,991 2,912
922475108 VEEVA SYSTEMS INC-CL 4,666 4,626
92537N108 VERTIV HOLDINGS CO 5,981 7,953
G29183103 EATON CORP PLC SHS 2,993 3,319
G3265R107 APTIV PLC COM SHS 4,468 2,661

TY 2024 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
46434G103 ISHARES CORE MSCI EM AT COST 137,496 147,678
464287473 ISHARES RUSSELL MIDC AT COST 68,482 80,838
464288877 ISHARES MSCI EAFE VA AT COST 71,055 85,579
464287655 ISHARES RUSSELL 2000 AT COST 83,442 100,316
74440B884 PGIM TOTAL RETURN BO AT COST 90,794 86,085
464287499 ISHARES RUSSELL MID AT COST 109,721 141,882
024524217 AMERICAN BEACON STEP AT COST 63,776 79,173
464287226 ISHARES CORE U.S. AG AT COST 78,136 76,454
46432F842 ISHARES CORE MSCI EA AT COST 151,207 170,570
861728400 STONE RIDGE HY REINS AT COST 57,146 61,280
04314H568 ARTISAN HIGH INCOME AT COST 110,427 108,603
524686524 CLEARBRIDGE INTERNAT      
808524847 SCHWAB US REIT ETF AT COST 83,891 83,735
464287432 ISHARES 20 YEAR TREA AT COST 21,862 20,697
52470V822 WESTERN ASSET INCOME AT COST 43,805 43,460
52471E258 CLEARBRIDGE INTERNAT AT COST 68,901 84,234
922042742 VANGUARD TOTAL WORLD AT COST 87,590 84,938

TY 2024 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 1,569 1,350 1,350


TY 2024 OtherDecreasesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 10
ROC ON CY SALES 2


TY 2024 OtherIncomeSchedule2
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 45 45  
FEDERAL TAX REFUND 2,757 0  


TY 2024 OtherIncreasesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Description Amount
RECOVERY OF GRANTS PAID 11,500
ROUNDING 7


TY 2024 TaxesSchedule
Name:
WALTER E & HELEN W BRUCKERT
EIN:
91-1399944
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 849 849   0
FOREIGN TAXES ON NONQUALIFIED 352 352   0