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
ALBERT HALLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2739
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEQUIM, WA98382
A Employer identification number

91-1556810
B Telephone number (see instructions)

(360) 683-1119
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$12,894,165J 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) 959,079
2 Check right arrow.............
3 Interest on savings and temporary cash investments 14,386 14,386  
4 Dividends and interest from securities... 322,427 322,427  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 646,331
b Gross sales price for all assets on line 6a 923,237
7 Capital gain net income (from Part IV, line 2)... 646,331
8 Net short-term capital gain.........  
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
6,752    
12 Total. Add lines 1 through 11........ 1,948,975 983,144  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,965     890
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,062     10,031
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
42,681 42,681    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,968 1,512    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
8,967 4,405   171
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,643 48,598   11,092
25 Contributions, gifts, grants paid....... 567,500 567,500
26 Total expenses and disbursements. Add lines 24 and 25 657,143 48,598   578,592
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,291,832
b Net investment income (if negative, enter -0-) 934,546
c Adjusted net income (if negative, enter -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......... 1,094,520 309,595 309,595
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow191,182
Less: allowance for doubtful accounts right arrow   298,552 191,182 191,182
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,456    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 6,037,083 8,234,667 12,393,388
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,433,611 8,735,444 12,894,165
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)   Click to see attachment
List of Attached Documents:
// Content
10,000
23 Total liabilities (add lines 17 through 22).........   10,000
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........... 7,433,611 8,725,444
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........    
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)..... 7,433,611 8,725,444
30 Total liabilities and net assets/fund balances (see instructions). 7,433,611 8,735,444
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
7,433,611
2
Enter amount from Part I, line 27a .....................
2
1,291,832
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
8,725,444
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,725,444
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 744.321 VANGUARD MID CAP P 2022-01-01 2024-01-22
b 6903.943 VANGUARD SMALL CAP VALUE P 2022-01-01 2024-01-24
c CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2024-12-31
d
e
(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 210,955   68,301 142,654
b 522,910   208,605 314,305
c 189,372     189,372
d
e
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       142,654
b       314,305
c       189,372
d
e
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 2 646,331
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 12,990
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  
3 Add lines 1 and 2........................... 3 12,990
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,990
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,456
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 23,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,456
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 466
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 13,000
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,000 Refundedright arrow 11  
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 arrowalberthallerfoundation.org
14
The books are in care ofright arrowGOODING OHARA & MACKEY Telephone no.right arrow (360) 385-1040

Located atright arrow242 TAYLOR STPORT TOWNSENDWA ZIP+4right arrow98368
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)
 
No
(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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
GARY SMITH President
1.00 		0    
11 STURDEVANT RD
SEQUIM,WA98382
RICHARD J SCHNEIDER Vice President
1.00 		0    
PO BOX 385
SEQUIM,WA98382
DAVE A BLAKE Secretary
1.00 		0    
PO BOX 2739
SEQUIM,WA98382
MARTIN A BREWER Director
0.50 		0    
16 OWL LANE
PORT ANGELES,WA98362
REGAN B NICKELS Director
0.50 		0    
806 B HEUHSLEIN RD
PORT ANGELES,WA98362
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  
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 arrow  
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
12,113,798
b
Average of monthly cash balances.......................
1b
411,745
c
Fair market value of all other assets (see instructions)................
1c
240,837
d
Total (add lines 1a, b, and c).........................
1d
12,766,380
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
 
3
Subtract line 2 from line 1d.........................
3
12,766,380
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
191,496
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,574,884
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
628,744
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
628,744
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,990
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,990
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
615,754
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
615,754
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
615,754
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
578,592
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
578,592
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 7 615,754
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 36,325
e From 2023...... 32,229
f Total of lines 3a through e ........ 68,554
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 578,592
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 578,592
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 37,162 37,162
(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 31,392
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		31,392
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 31,392
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:
 
bThe form in which applications should be submitted and information and materials they should include:
SCHOLARSHIPS: CONTACT THE SUPERINTENDENTS OF THE PUBLIC HIGH SCHOOLS.GRANTS: CONTACT THE UNITED WAY FOR APPLICATION @ 360-457-3011.
cAny submission deadlines:
SCHOLARSHIPS JANUARY OF SENIOR YEAR. GRANTS JUNE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
RESTRICTED TO RESIDENTS OF CLALLAM COUNTY WASHINGTON.
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
PA EDUCATION FOUNDATION


PO BOX 787
PORT ANGELES,WA98362 		NONE PC PROVIDING STUDENTS WITH CLOTHING, SHOES, GLASSES, FEES AND GOWNS. 10,500
FORKS FOOD BANK


PO BOX 1862
FORKS,WA98331 		NONE PC FOOD BANK DAIRY BUDGET. 9,974
ST VINCENT DE PAUL PORT ANGELES


120 E 8TH ST
PORT ANGELES,WA98362 		NONE PC ASSISTANCE TO HELP PEOPLE STAY IN THEIR HOMES. 5,200
ST VINCENT DE PAUL ST JOSEPH CONFER


PO BOX 2114
SEQUIM,WA98382 		NONE PC RENT, UTILITIES AND BASIC NEEDS ASSISTANCE. 9,700
SEQUIM COMMUNITY AID


PO BOX 1591
SEQUIM,WA98382 		NONE PC EMERGENCY RENT AND UTILITIES. 10,500
UNITED WAY


319 S PEABODY ST
PORT ANGELES,WA98362 		NONE PC SUPPORT FOR ANNUAL FUND DRIVE. 10,350
MANNA


138 W 8TH ST
PORT ANGELES,WA98362 		NONE PC UTILITY ASSISTANCE. 2,000
HEALTHY FAMILIES


1210 E FRONT ST C
PORT ANGELES,WA98362 		NONE PC FOOD PURCHASING AND DISTRIBUTION. 10,500
PENINSULA BEHAVIORAL HEALTH


118 EAST 8TH ST
PORT ANGELES,WA98362 		NONE PC EMERGENCY RESOURCES,TRANSPORTATION AND OTHER BASIC NEEDS. 7,300
JOYCE COMMUNITY EDUCATION FOUNDATIO


PO BOX 20
JOYCE,WA98343 		NONE PC FOOD, ACADEMIC SUPPLIES, CLOTHING, EXTRACURRICLUAR ASSISTANCE IN CLASS AND AFTER SCHOOL LEARNING OPPORTUNITIES. 10,500
BOYS GIRLS CLUB OLYMPIC PENINSULA


PO BOX 4167
SEQUIM,WA98382 		NONE PC ACADEMIC ENRICHMENT AND LEARNING LOSS PREVENTION INITIATIVE PROGRAM. 5,250
CLALLAM MOSAIC


129 WEST FIR ST
PORT ANGELES,WA98362 		NONE PC FUNDING FOR DAY PROGRAM. 10,500
DUNGENESS VALLEY HEALTH WELLNESS


777 N 5TH AVE
SEQUIM,WA98382 		NONE PC SEQUIM'S FREE CLINIC. 3,750
CAMP BEAUSITE NORTHWEST


PO BOX 1227
PORT HADLOCK,WA98339 		NONE PC CAMPER SCHOLARSHIPS AND RESPITE SUPPORT. 6,000
CORNERSTONE PECNEW HOPE FOOD BANK


PO BOX 336
CLALLAM BAY,WA98326 		NONE PC THANKSGIVING AND CHRISTMAS FOOD BOXES. 10,500
LUTHERAN COMMUNITY SERVICES NW


2610 S FRANCIS ST
PORT ANGELES,WA98362 		NONE PC FOOD, HYGIENE AND INFANT ITEMS FOR WEEKLY DISTRIBUTIONS. 5,000
CLALLAM COUNTY PRO BONO LAWYERS


PO BOX 901
PORT ANGELES,WA98362 		NONE PC RENT ASSISTANCE FOR COMMUNITY LEGAL AID OFFICE. 3,500
CRESCENT CO-OP PRESCHOOL


PO BOX 20
JOYCE,WA98343 		NONE PC TUITION ASSISTANCE. 5,210
PENINSULA COLLEGE FOUNDATION


1502 E LAURIDSEN BLVD
PORT ANGELES,WA98362 		NONE PC FUNDING "PROMISE" SCHOLARSHIPS FOR CLALLAM COUNTY STUDENTS. 75,000
VOLUNTEER HOSPICE OF CLALLAM COUNTY


829 E 8TH ST
PORT ANGELES,WA98362 		NONE PC MEDICAL SUPPLIES AND EQUIPMENT. 10,500
MAKAH TRIBE FOOD BANK


PO BOX 115
NEAH BAY,WA98357 		NONE GOV FOOD FOR FOOD BANK. 10,500
ST MATTHEW LUTHERAN CHURCH


132 E 13TH ST
PORT ANGELES,WA98362 		NONE PC FOOD AND SUPPLIES FOR WEDNESDAY NIGHT FREE DINNER PROGRAM. 10,500
KATHLEEN SUTTON FUND


PO BOX 727
KINGSTON,WA98346 		NONE PC TRANSPORTATION REIMBURSEMENT FOR CLALLAM COUNTY WOMEN UNDERGOING CANCER TREATMENT. 2,047
AMERICAN RED CROSS


151 RUTHS PLACE SUITE C
SEQUIM,WA98382 		NONE PC DISASTER RELIEF ASSISTANCE. 2,000
FIRST STEP FAMILY SUPPORT CENTER


323 E 6TH ST
PORT ANGELES,WA98362 		NONE PC LITTLE FREE PANTRY AND FRIDGE PROGRAM. 10,500
THE ANSWER FOR YOUTH


826 EAST FIRST ST
PORT ANGELES,WA98362 		NONE PC $4,000 FOR TICKET TO HEALTH PROGRAM AND $5,250 FOR SATURDAY NIGHT SNACK BAGS PROGRAM. 9,250
SOROPTIMISTS INTL OF THE OLYMPIC


PO BOX 502
FORKS,WA98331 		NONE PC $6,000 FOOD TO STUDENTS THROUGH THE QVSD BACKPACK PROGRAM.$3,000 TRAVEL REIMBURSMENT FOR CANCER TREATMENTS. 9,000
SEQUIM EDUCATION FOUNDATION


PO BOX 3065
SEQUIM,WA98382 		NONE PC TEACHING GRANTS. 10,000
CRESCENT SCHOOL DISTRICT


PO BOX 20
JOYCE,WA98343 		NONE GOV SUPPORT FOR CHILDRENS EDUCATIONAL, VOCATIONAL AND EMOTIONAL NEEDS. 10,500
FEIRO MARINE LIFE CENTER


PO BOX 625
PORT ANGELES,WA98362 		NONE PC ACCESS FOR ALL PROGRAM. 2,000
OLYMPIC NATURE EXPERIENCE


PO BOX 688
CARLSBORG,WA98324 		NONE PC SUMMER BUDS PROGRAM. 4,819
HABITAT FOR HUMANITY OF CLALLAM COU


PO BOX 1479
PORT ANGELES,WA98362 		NONE PC AGING IN PLACE PROGRAM. 2,500
CLALLAM CNTY JUVENILE FAMILY SERVIC


1912 W 18TH ST
PORT ANGELES,WA98363 		NONE GOV CHILD ADVOCATE PROGRAM. 6,200
WA NATIONAL PARK FUND


PO BOX 2128
SEATTLE,WA98111 		NONE PC ADVENTURES IN YOUR BACKYARD PROGRAM. 2,500
PORT ANGELES FOOD BANK


632 N OAKRIDGE DR
PORT ANGELES,WA98362 		NONE PC FRIDAY FOOD BAGS PROGRAM. 10,500
SEQUIM FOOD BANK


PO BOX 1453
SEQUIM,WA98382 		NONE PC WEEKEND MEAL BAG PROGRAM. 10,500
OLYMPIC UNITARIAN UNIVERSALIST


PO BOX 576
CARLSBORG,WA98324 		NONE PC FOOD FOR THE LITTLE FREE PANTRY PROGRAM. 9,250
PORT ANGELES 7TH DAY ADVENTIST CHRU


120 WEST 8TH ST
PORT ANGELES,WA98362 		NONE PC HOT MEALS PROGRAM. 5,800
THE SALVATION ARMY PORT ANGELES


206 S PEABODY ST
PORT ANGELES,WA98362 		NONE PC FOOD AND SUPPLIES FOR LAUNDRY AND SHOWER ROOMS. 5,000
OLYMPIC COMMUNITY ACTION PROGRAMS


228 W 1ST ST SUITE F
PORT ANGELES,WA98362 		NONE PC ENCORE! PROGRAM FOR ADULT DAY CENTER. 5,500
PREVENTION WORKS


PO BOX 1913
PORT ANGELES,WA98362 		NONE PC TRAINING TO HELP WITH MENTAL HEALTH AND SUBSTANCE ABUSE IN YOUTH AND FAMILIES. 5,250
SERENITY HOUSE OF CLALLAM COUNTY


PO BOX 4047
PORT ANGELES,WA98362 		NONE PC PURCHASE NEW DISHWASHER. 5,000
WEST OLYMPIC BETTERMENT


91 MAPLE ST
FORKS,WA98332 		NONE PC FOOD FOR THE MEAL PROGRAM. 10,500
LOWER ELWHA HOUSING AUTHORITY


22 KWITSEN DR
PORT ANGELES,WA98363 		NONE PC HOST 2025 LOWER ELWHA CANOE JOURNEY. 3,500
CONCERNED CITIZENS


PO BOX 1787
FORKS,WA98331 		NONE PC GREEN THIMBS AND FILED TRIPS PROGRAMS. 7,500
PENINSULA PRE-3 COOPERATIVE


105 W 6TH ST
PORT ANGELES,WA98362 		NONE PC EARLY CHILDHOOD EDUCATION AND TUITION. 6,000
COLLEGE SUCCESS FOUNDATION


15500 SE 30TH PL STE 200
BELLEVUE,WA98007 		NONE PC RALLY FOR COLLEGE PROGRAM. 5,000
COURTNEY HANNA


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
AYDEN HUMPHRIES


C/O GONZAGA UNIVERSITY
SPOKANE,WA99258 		NONE I SCHOLARSHIP. 4,000
ONYX NOVA RAUPP


C/O UNIVERSITY OF WA
SEATTLE,WA98124 		NONE I SCHOLARSHIP. 4,000
KAEDEN BUTTERFIELD


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
WAYNE SAYER


C/O WESTERN WA UNIVERSITY
BELLINGHAM,WA98225 		NONE I SCHOLARSHIP. 4,000
RHYLIN LIUM


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
ANGEL LOUISE BUCKINGHAM


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
DREAM PLAYGROUND FOUNDATION


PO BOX 416
PORT ANGELES,WA98363 		NONE PC REBUILD PARK AFTER FIRE. 10,000
FIRST UNITED METHODIST CHURCH


110 E 7TH ST
PORT ANGELES,WA98362 		NONE PC FOOD FOR FRIENDSHIP DINNER PROGRAM. 10,500
FIRST CONGREGATIONAL CHURCH OF FORK


PO BOX 266
FORKS,WA98331 		NONE PC SUPPLIES FOR FOOD PANTRY AND SNACKS AND MEALS. 6,150
BOYS GIRLS CLUB OF OLYMPIC PENINSUL


400 W FIR ST
SEQUIM,WA98382 		NONE PC SUPPLEMENTAL MEALS INCLUDING SNACKS AND SUPPER PROGRAM. 5,000
SARGE'S VETERAN SUPPORT


250 ASH AVE
FORKS,WA98331 		NONE PC UTILITIES ASSISTANCE FOR VETERAN SHELTER AND PERMANENT SUPPORTIVE HOUSING PROGRAMS. 3,000
ST ANDREW'S PLACE


520 E PARK AVE
PORT ANGELES,WA98362 		NONE PC LAUNDRY ROOM RENOVATIONS. 3,500
OLYMPIC PENINSULA YMCA


610 N 5TH AVE
SEQUIM,WA98382 		NONE PC HANDLE WITH CARE PROGRAM. 5,000
OLYMPIC ANGELS


PO BOX 654
PORT TOWNSEND,WA98368 		NONE PC COMMUNITY SUPPORTED FOSTER CARE PROGRAM. 10,500
WEST END YOUTH AND COMMUNITY CLUB


PO BOX 21
SEIKU,WA98381 		NONE PC REPLACE HANDRAILS AND WINDOWS. 2,500
MASTER GARDENER FOUNDATION


PO BOX 1596
SEQUIM,WA98382 		NONE PC ACCESSIBLE GARDEN PROJECT. 2,500
OMC FOUNDATION


1015 GEORGINA ST
PORT ANGELES,WA98362 		NONE PC HEALTHCARE SCHOLARSHIP FUND. 8,000
PORT ANGELES FINE ARTS CENTER


1203 E LAURIDSEN BLVD
PORT ANGELES,WA98362 		NONE PC OUTDOOR GARDEN PROGRAM. 4,500
SHIPLEY CENTER


921 HAMMOND ST
SEQUIM,WA98382 		NONE PC NEW CENTER. 10,500
SAMANTHA JONES


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
FAYE DACHS


C/O EVERGREEN STATE COLLEGE
OLYMPIA,WA98505 		NONE I SCHOLARSHIP. 4,000
MAEVIS CROTEAU


C/O UNIVERSITY OF HAWAII
HONOLULU,HI96822 		NONE I SCHOLARSHIP. 4,000
KALEB MULLEN


C/O SKAGIT VALLEY COMMUNITY COLLEGE
MOUNT VERNON,WA98273 		NONE I SCHOLARSHIP. 4,000
CINDY LIANG


C/O WESTERN WASHINGTON UNIVERSITY
BELLINGHAM,WA98225 		NONE I SCHOLARSHIP. 4,000
LUCIANO DEBELLO


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 6,500
DESARA MARIA BIBAJ


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
LYNDA JERONIMO PABLO


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
KAIA LESTAGE


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
ALEXANDRA SALAS


C/O WESTERN WA UNIVERSITY
BELLINGHAM,WA98225 		NONE I SCHOLARSHIP. 4,000
JULIA CORAL RAUPP


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
RYAN ANDERSON


C/O CENTRALIA COMUNITY COLLEGE
CENTRALIA,WA98531 		NONE I SCHOLARSHIP. 4,000
KAYLEX WILLIARD


C/O PENINSULA COLLEGE
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP. 4,000
Total .................................right arrow 3a 567,500
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 ........... 		    14 14,386  
4 Dividends and interest from securities ....     14 322,427  
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 ............ 		    18 646,331  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPRIOR SCHOLARSHIP REFUNDS 		        6,752
bPRIOR GRANTS REFUNDED          
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   983,144 6,752
13Total. Add line 12, columns (b), (d), and (e)..................
13
989,896
(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.)
11A SCHOLARSHIPS GRANTED TO GRADUATING SENIORS ARE REFUNDED TO THE FOUNDATION WHEN THE STUDENTS CHANGE COLLEGES OR DO NOT COMPLETE THE TERM.
11B GRANTS AWARDED TO NON PROFITS ARE REFUNDED TO THE FOUNDATION WHEN THE NON PROFIT DOES NOT USE THE GRANT AS INTENDED.
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: 24020490
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GOODING O'HARA & MACKEY 20,062 0 0 10,031

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MAKAH TRIBE FOOD BANK PO BOX 115
NEAH BAY,WA98357 		2024-10-23 10,500 FOOD FOR FOOD BANK 10,500 No VARIOUS 2025-02-15 THE MAKAH TRIBE FOOD BANK SPENT THE GRANT AS IT WAS INTENDED.

TY 2024 LegalFeesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ALAN MILLET 2,965 0 0 890


TY 2024 OtherExpensesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 147 105    
LIABILITY INS 1,880      
PO BOX RENTAL 342     171
UNITED WAY GRANT REVIEW 2,500 2,500    
WEBSITE 350 175    
OFFICE 498      
ADVERTISING AND MARKETING 3,250 1,625    


TY 2024 OtherIncomeSchedule2
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIOR SCHOLARSHIP REFUNDS 6,752    


TY 2024 OtherIncreasesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Description Amount
ROUNDING 1


TY 2024 OtherLiabilitiesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
990PF EXCISE TAX PAYABLE   10,000


TY 2024 OtherProfessionalFeesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHARLES SCHWAB 42,681 42,681 0 0


TY 2024 TaxesSchedule
Name:
ALBERT HALLER FOUNDATION
EIN:
91-1556810
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990PF EXCISE 12,990      
FOREIGN TAX CREDITS PER 1099 1,512 1,512    
990PF EXCISE TAX PENALTY 466