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
BISHOP FLEET FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1420 FIFTH AVENUE SUITE 3200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981012349
A Employer identification number

91-6031057
B Telephone number (see instructions)

(206) 623-6172
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$2,570,076J 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 2,223 2,223  
4 Dividends and interest from securities... 55,213 55,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,043
b Gross sales price for all assets on line 6a 422,938
7 Capital gain net income (from Part IV, line 2)... 127,043
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).......      
12 Total. Add lines 1 through 11........ 184,479 184,479  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,200 480   2,720
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,650 2,825   2,825
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,385 18,385   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,591 682   0
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 attachment
List of Attached Documents:
// Content
4,067 2,011   2,056
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,893 24,383   7,601
25 Contributions, gifts, grants paid....... 137,500 137,500
26 Total expenses and disbursements. Add lines 24 and 25 170,393 24,383   145,101
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,086
b Net investment income (if negative, enter -0-) 160,096
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............. 603 162 162
2 Savings and temporary cash investments......... 46,186 63,840 63,840
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 15,148 Click to see attachment
List of Attached Documents:
// Content
74,266 		74,031
b Investments—corporate stock (attach schedule)....... 448,568 Click to see attachment
List of Attached Documents:
// Content
402,870 		1,033,228
c Investments—corporate bonds (attach schedule)....... 680,383 Click to see attachment
List of Attached Documents:
// Content
684,824 		657,839
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).......... 541,704 Click to see attachment
List of Attached Documents:
// Content
520,532 		740,687
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
105 		Click to see attachment
List of Attached Documents:
// Content
289 		Click to see attachment
List of Attached Documents:
// Content
289
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,732,697 1,746,783 2,570,076
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 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........ 1,732,697 1,746,783
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,732,697 1,746,783
30 Total liabilities and net assets/fund balances (see instructions). 1,732,697 1,746,783
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
1,732,697
2
Enter amount from Part I, line 27a .....................
2
14,086
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,746,783
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,746,783
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 422,899   295,895 127,004
b 39     39
c
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       127,004
b       39
c
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 2 127,043
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 2,225
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 2,225
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 2,225
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,160
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,160
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 1,065
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 arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowN/A - NONE
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (206) 623-6172

Located atright arrow1420 FIFTH AVENUE SUITE 3200SEATTLEWA ZIP+4right arrow981012349
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
CHRISTIAN W BIRKELAND PRESIDENT & TRUSTEE
1.00 		1,600 0 0
1420 FIFTH AVENUE SUITE 3200
SEATTLE,WA98101
C LEIGH CALLAGHAN VP, SECRETARY, TREASURER & TRUSTEE
0.50 		1,600 0 0
1420 FIFTH AVENUE SUITE 3200
SEATTLE,WA98101
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 arrow0
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
2,506,835
b
Average of monthly cash balances.......................
1b
68,425
c
Fair market value of all other assets (see instructions)................
1c
289
d
Total (add lines 1a, b, and c).........................
1d
2,575,549
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
2,575,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,633
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,536,916
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
126,846
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
126,846
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,225
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,225
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
124,621
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
124,621
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
124,621
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
145,101
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
 
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
145,101
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 7 124,621
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 29,181
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 145,101
a Applied to 2023, but not more than line 2a 29,181
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..... 115,920
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		8,701
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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:
BISHOP FLEET FOUNDATION
1420 FIFTH AVENUE SUITE 3200
SEATTLE,WA98101
(206) 623-6172
BISHOPFLEETFOUNDATION@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
SCHOLARSHIP APPLICATION FORM
cAny submission deadlines:
MAY 1 FOR GRANTS TO BE CONSIDERED FOR UPCOMING ACADEMIC YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO FULL TIME STUDENTS ENROLLED IN AN UNDERGRADUATE ACADEMIC PROGRAM LEADING TO A DEGREE. SCHOLARSHIPS ARE LIMITED TO $2,500 PER STUDENT PER ACADEMIC YEAR.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BISHOP FLEET FOUNDATION
1420 FIFTH AVENUE SUITE 3200
SEATTLE,WA98101
(206) 623-6172
BISHOPFLEETFOUNDATION@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
NO PARTICULAR FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ARIZONA STATE UNIVERSITY

ASU SCHOLARSHIP OFFICE PO BOX
870412
TEMPE,AZ85287 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

BIG BROTHERS & BIG SISTERS

1600 S GRAHAM STREET
SEATTLE,WA98108 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 4,500

CENTRALIA COLLEGE

600 CENTRALIA COLLEGE BLVD
CENTRALIA,WA98531 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

CITY OF MONTESANO

112 N MAIN STREET
MONTESANO,WA98563 		N/A - NONE GOVERNMENT ENTITY GENERAL SUPPORT 1,500

COMMUNITY FOR YOUTH

1225 S WELLER STREET 320
SEATTLE,WA98144 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

COMMUNITY FOR YOUTH

1829 10TH AVENUE W B
SEATTLE,WA98119 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

CORBAN UNIVERSITY

5000 DEER PARK DRIVE SE
SALEM,OR97317 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

EASTERN WASHINGTON UNIVERSITY

FINANCIAL AID SCHOLARSHIPS 102
SUTTON HALL
CHENEY,WA99004 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

EXPERIMENTAL EDUCATION UNIT

PO BOX 357925
SEATTLE,WA98195 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

FORGOTTEN CHILDREN'S FUND

PO BOX 9936
SEATTLE,WA98109 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

FRED HUTCHINSON CANCER RESEARCH FOUNDATION

1100 FAIRVIEW AVENUE N PO BOX 19024
SEATTLE,WA981091024 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

GONZAGA UNIVERSITY

502 E BOONE AVENUE
SPOKANE,WA99258 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

LUEKEMIA & LYMPHOMA SOCIETY - WEST (PACIFIC NORTHWEST)

PO BOX 102488
PASADENA,CA91189 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

MARY'S PLACE

PO BOX 1711
SEATTLE,WA98111 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

MUSEUM OF FLIGHT

9404 E MARGINAL WAY S
SEATTLE,WA98108 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY - NW CHAPTER

192 NICKERSON STREET 100
SEATTLE,WA98109 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

NORTHWEST HARVEST

PO BOX 12272
SEATTLE,WA98102 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

NORTHWEST SCHOOL FOR DEAF AND HARD-OF-HEARING CHILDREN

15303 WESTMINSTER WAY N PO BOX
33666
SHORELINE,WA98133 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

PLANNED PARENTHOOD OF SEATTLE-KING COUNTY

2001 E MADISON STREET
SEATTLE,WA98122 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

RECOVERY CAFE

2022 BOREN AVENUE
SEATTLE,WA98121 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

RONALD MCDONALD HOUSE SEATTLE

5130 40TH AVENUE NE
SEATTLE,WA98105 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

RYTHER FOUNDATION

2400 NE 95TH STREET
SEATTLE,WA98115 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

SEATTLE CHILDREN'S HOSPITAL AND RESEARCH FOUNDATION

M/S 818-F PO BOX 5371
SEATTLE,WA981455005 		N/A - NONE PUBLIC CHARITY AUTISM CENTER 5,500

SEATTLE CHILDREN'S HOSPITAL AND RESEARCH FOUNDATION

M/S 818-F PO BOX 5371
SEATTLE,WA981455005 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 3,500

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122 		N/A - NONE PUBLIC CHARITY RIVKIN OVARIAN CANCER RESEARCH 3,500

TREEHOUSE FOR KIDS

2100 24TH AVENUE S 200
SEATTLE,WA981444612 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 4,500

UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA981110202 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 5,500

UNIVERSITY OF ARIZONA

OFFICE OF SCHOLARSHIPS FINANCIAL
AID PO BOX 210066
TUCSON,AZ857210066 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

UNIVERSITY OF MONTANA

FINANCIAL AID OFFICE 32 CAMPUS
DRIVE
MISSOULA,MT59812 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

UNIVERSITY OF PUGET SOUND

STUDENT FINANCIAL SERVICES 1500 N
WARNER STREET CMB 1039
TACOMA,WA98416 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

UNIVERSITY OF WASHINGTON

UW SCHOLARSHIPS PO BOX 24967
SEATTLE,WA98124 		NONE PUBLIC CHARITY SCHOLARSHIP GRANTS 7,500

VILLAGE COMMUNITY SERVICES

3210 SMOKEY POINT DRIVE 200
ARLINGTON,WA982237805 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

WALLA WALLA UNIVERSITY

204 S COLLEGE AVENUE
COLLEGE PLACE,WA99324 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

WASHINGTON STATE UNIVERSITY

342 FRENCH ADMINISTRATION BUILDING
PO BOX 641039
PULLMAN,WA99164 		NONE PUBLIC CHARITY SCHOLARSHIP GRANTS 5,000

WESTERN WASHINGTON UNIVERSITY

UNIVERSITY CASHIER MS-9004 516 HIGH
STREET
BELLINGHAM,WA98225 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

WHATCOM COMMUNITY COLLEGE

FINANCIAL AID OFFICE 237 W KELLOGG
ROAD
BELLINGHAM,WA98226 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

YALE UNIVERSITY

CASHIERS OFFICE PO BOX 208232
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY SCHOLARSHIP GRANT 2,500

YOUTH CARE

2500 NE 54TH STREET
SEATTLE,WA98105 		N/A - NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

YWCA

1118 FIFTH AVENUE
SEATTLE,WA98101 		N/A - NONE PUBLIC CHARITY ANGELINE'S CENTER 4,500

YWCA

1118 FIFTH AVENUE
SEATTLE,WA98101 		N/A - NONE PUBLIC CHARITY SEATTLE EMERGENCY HOUSING 3,500
Total .................................right arrow 3a 137,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 2,223  
4 Dividends and interest from securities ....     14 55,213  
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 ............ 		    18 127,043  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 184,479 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
184,479
(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:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 5,650 2,825   2,825

TY 2024 InvestmentsCorpBondsSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 3.75% 11/30/2026 20,139 19,766
ADOBE INC 3.25% 2/1/2025 21,166 19,971
AMAZON.COM INC 4.55% 11/1/2027 15,114 15,079
BANK OF AMERICA 3.5% 4/19/2026 19,445 19,682
BERKSHIRE HATHAWAY 3.125% 3/15/2026 19,145 19,692
BLACKROCK INC 3.25% 4/30/2029 18,747 18,872
CHARLES SCHWAB 0.9% 3/11/2026 14,497 14,324
COSTCO WHOLESALE 1.375% 9/15/2025 15,058 13,941
DANAHER CORP 3.35% 9/15/2025 10,594 9,911
ECOLABS INC 1.65% 2/1/2027 19,753 18,844
ELI LILLY AND CO 3.375% 3/15/2029 27,424 28,545
EMERSON ELEC CO 0.875% 10/15/2026 25,180 23,493
HOME DEPOT INC 2.8% 9/14/2027 9,408 9,578
HONEYWELL INTERN 4.25% 1/15/2029 14,678 14,782
JPMORGAN CHASE 2.95% 10/1/2026 15,988 14,614
LOWES COMPANIES 2.5% 4/15/2026 15,795 14,611
MASTERCARD INC 2% 3/3/2025 15,016 14,931
MCDONALDS CORP 1.45% 9/1/2025 15,306 14,676
MEDTRONIC GLOBAL 4.25% 3/30/2028 14,822 14,803
MONDELEZ INTL 3.625% 2/13/2026 22,351 19,718
MORGAN STANLEY 3.125% 7/27/2026 16,259 14,662
NIKE INC 2.75% 3/27/2027 21,616 19,259
PEPSICO INC 3.6% 2/18/2028 15,146 14,588
PROLOGIS INC 2.125% 4/15/2027 15,534 14,215
S&P GLOBAL INC 2.95% 1/22/2027 15,647 14,522
SHERWIN-WILLIAMS 3.45% 6/1/2027 16,406 14,535
STARBUCKS CORP 2.45% 6/15/2026 27,046 24,213
STRYKER CORP 3.375% 11/1/2025 10,926 9,904
TARGET CORP 2.25% 3/15/2025 26,704 24,804
THERMO FISHER SCI 4.8% 11/21/2027 10,222 10,070
RTX CORP 4.125% 11/16/2028 24,915 24,357
UNITEDHEALTH GRP 1.15% 5/15/2026 15,020 14,332
US BANCORP 2.375% 7/22/2026 18,877 19,346
WALMART INC 3.9% 4/15/2028 14,881 14,745
TWDC ENTERPRISES 3% 2/13/2026 21,751 19,685
WASTE MANAGEMENT 3.15% 11/15/2027 14,600 14,433
CISCO SYSTEMS 4.85% 2/26/2029 24,849 25,155
WASTE MANAGEMENT 4.875% 2/15/2029 9,920 10,045
HOME DEPOT INC 4.9% 4/15/2029 14,879 15,136

TY 2024 InvestmentsCorpStockSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 5,423 5,629
ADOBE INC 3,748 6,225
ALPHABET INC CLASS A 457 12,304
ALPHABET INC CLASS C 1,277 23,805
AMAZON.COM INC 707 38,832
AMERICAN TOWER CORP REIT 735 3,668
AMGEN INC 2,150 3,910
APPLE INC 455 63,857
APPLIED MATERIALS INC 3,514 5,042
BANK OF AMERICA CORP 10,196 16,481
BERKSHIRE HATHAWAY CLASS B 8,847 30,370
BOOKING HOLDINGS INC 971 9,937
CATERPILLAR INC 7,414 12,334
CHEVRON CORP 2,302 5,794
CHIPOTLE MEXICAN GRILL 2,524 5,126
CHUBB LTD 7,931 10,776
CISCO SYSTEMS INC 9,126 12,432
COCA-COLA CO 9,876 10,273
COGNIZANT TECHNOLOGY SOL 8,224 9,997
COSTAR GROUP INC 2,637 4,510
COSTCO WHOLESALE CORP 468 22,907
CROWN HOLDINGS INC 5,040 4,961
DANAHER CORP 2,748 9,871
ECOLAB INC 307 4,686
EOG RESOURCES INC 4,302 10,297
EQUINIX INC REIT 3,534 7,543
HOME DEPOT INC 653 7,780
HONEYWELL INTL INC 3,800 9,261
JACOBS SOLUTIONS INC 6,105 6,948
JOHNSON & JOHNSON 2,633 6,508
JPMORGAN CHASE & CO 5,490 31,162
KKR & CO INC 5,792 11,389
L3HARRIS TECHNOLOGIES INC 6,273 6,308
LAM RESEARCH CORPORATION 478 6,501
LINDE PLC 10,966 15,491
MARSH & MCLENNAN COS 924 9,558
MARVELL TECHNOLOGY INC 3,109 7,952
MCDONALDS CORP 3,227 5,798
MCKESSON CORP 8,227 9,688
MEDTRONIC PLC 9,414 9,586
META PLATFORMS INC 2,669 23,420
MICROSOFT CORP 2,707 54,795
MONDELEZ INTL INC 3,393 9,855
MORGAN STANLEY 4,895 16,344
NEXTERA ENERGY INC 1,235 6,094
NISOURCE INC 9,472 11,396
NVIDIA CORP 3,073 67,145
ORACLE CORP 7,369 14,998
O'REILLY AUTOMATIVE 4,098 5,929
PALO ALTO NETWORKS 2,088 10,190
PEPSICO INC 1,390 5,474
PROCTER & GAMBLE 12,359 16,765
PROLOGIS INC REIT 3,841 10,359
SALESFORCE.COM 2,973 14,042
SERVICENOW INC 3,558 20,142
SHERWIN-WILLIAMS CO 1,980 5,099
STRYKER CORP 1,812 5,040
SYNOPSYS INC 3,425 5,339
TESLA INC 6,526 9,288
THERMO FISHER SCIENTIFIC INC 431 6,243
UNION PACIFIC CORP 3,138 11,402
UNITED RENTALS INC 6,482 7,749
UNITEDHEALTH GRP INC 2,386 7,588
VALERO ENERGY CORP 3,729 8,826
VISA INC 1,856 20,543
WALMART INC 7,467 18,973
ZOETIS INC 3,040 3,747
AMENTUM HLDGS INC 1,038 883
BOSTON SCIENTIFIC CORP 5,199 5,716
DISNEY WALT CO 4,686 7,572
EATON CORP 9,945 9,624
ELI LILLY AND CO 2,265 23,160
EXXON MOBIL CORP 7,093 6,454
FISERV INC 6,059 6,163
GE AEROSPACE 6,036 5,838
LENNAR CORP 6,131 5,455
MERCK & CO INC 11,696 9,550
NETFLIX INC 4,496 4,457
PARKER-HANNIFIN CORP 11,113 12,721
PUBLIC SVC ENTERPRISE GR 6,449 5,914
REGENERON PHARMACEUTICAL 6,699 4,986
TEXAS INSTRS INC 5,305 4,688
TJX COS INC 6,542 7,007
VERTIV HLDGS CO 4,278 4,544
ADVANCED MICRO DEVICE 5,971 3,986
MANHATTAN ASSOCS INC 3,578 3,783
METLIFE INC 5,109 4,913
T-MOBILE US INC 3,786 3,532

TY 2024 InvestmentsGovtObligationsSch
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
US Government Securities - End of Year Book Value:

74,266
US Government Securities - End of Year Fair Market Value:

74,031
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE S&P MID CAP ETF AT COST 11,900 52,340
ISHARES MSCI EAFE ETF AT COST 71,676 110,769
ISHARES RUSSELL 2000 GROWTH ETF AT COST 20,291 31,660
ISHARES RUSSELL 2000 VALUE ETF AT COST 18,845 30,371
ISHARES RUSSELL MID CAP ETF AT COST 20,170 28,288
ISHARES RUSSELL MID CAP GROWTH ETF AT COST 5,130 13,309
ISHARES RUSSELL MID CAP VALUE ETF AT COST 9,429 10,347
JPM BETABULD DV ASIA PACIFIC ETF AT COST 10,008 9,019
JPMORGAN ULTRA SHORT INCOME ETF AT COST 33,746 33,748
SPDR PORTFOLIO S&P 500 AT COST 41,405 59,288
VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 46,242 58,819
VANGUARD FTSE EMERGING MARKETS ETF AT COST 55,836 67,161
VANGUARD INTERMEDIATE TERM BOND ETF AT COST 34,030 33,629
VANGUARD INTERMEDIATE TERM CORP ETF AT COST 23,250 23,680
VANGUARD LARGE CAP ETF AT COST 12,256 36,409
VANGUARD SMALL CAP ETF AT COST 26,983 62,473
VANGUARD TOTAL INTERNTL AT COST 8,942 9,723
BRCLYS BK IPATH BLOOM AT COST 12,239 12,355
JPMORGAN EQUITY PREMIUM INCOME ETF AT COST 22,039 21,919
VANGUARD INTERMEDIATE TERM TREASURY ETF AT COST 36,115 35,380

TY 2024 OtherAssetsSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INCOME REPORTED ON TAX RETURN NOT YET RECEIVED 105 289 289


TY 2024 OtherExpensesSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE ADMINISTRATION FEES 3,600 1,800   1,800
STATE REGISTRATION FEES 45 0   45
OFFICE ADMINISTRATION EXPENSES 422 211   211


TY 2024 OtherProfessionalFeesSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 18,385 18,385   0


TY 2024 TaxesSchedule
Name:
BISHOP FLEET FOUNDATION
EIN:
91-6031057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAXES 682 682   0
FEDERAL EXCISE TAX PAYMENTS 909 0   0