Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WY'EAST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 205
 
Room/suite
City or town
HOOD RIVER
State or province
OR
Country  
ZIP or foreign postal code
97031
A Employer identification number

81-5366149
B Telephone number (see instructions)

5414905664
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,359,895
J 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) 202,719
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,844 167,844  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 601,551
b Gross sales price for all assets on line 6a 3,142,781
7 Capital gain net income (from Part IV, line 2)... 601,551
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........ 972,114 769,395  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,975 0   1,975
c Other professional fees (attach schedule).... 38,116 38,116   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,722 1,549   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 794 0   794
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,607 39,665   2,769
25 Contributions, gifts, grants paid....... 974,167 974,167
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,032,774 39,665   976,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,660
b Net investment income (if negative, enter -0-) 729,730
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 152,481 294,406 294,406
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,315,377 Click to see attachment
List of Attached Documents:
// Content
938,995
1,944,141
c Investments—corporate bonds (attach schedule)....... 1,123,943 Click to see attachment
List of Attached Documents:
// Content
923,022
953,928
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,643,379 Click to see attachment
List of Attached Documents:
// Content
1,842,537
2,167,420
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,235,180 3,998,960 5,359,895
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,235,180 3,998,960
29 Total net assets or fund balances (see instructions)..... 4,235,180 3,998,960
30 Total liabilities and net assets/fund balances (see instructions). 4,235,180 3,998,960
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
4,235,180
2
Enter amount from Part I, line 27a .....................
2
-60,660
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,174,520
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
175,560
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,998,960
Form 990-PF (2025)
Form 990-PF (2025)
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 FIDELITY 668-100386 P    
b FIDELITY 668-104663 P    
c FIDELITY 668-104665 P    
d FIDELITY 668-106962 P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 311,448   304,223 7,225
b 345,978   158,337 187,641
c 1,278,350   891,075 387,275
d 1,176,006   1,187,595 -11,589
e 30,999     30,999
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       7,225
b       187,641
c       387,275
d       -11,589
e       30,999
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 2 601,551
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 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 10,143
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 10,143
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 10,143
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,800
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 8,800
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 1,343
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
OR
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 2025 or the taxable year beginning in 2025? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressN/A
14
The books are in care ofJAY F SHERRERD Telephone no. (541) 490-5664

Located atPO BOX 205HOOD RIVEROR ZIP+497031
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
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
JAY F SHERRERD PRESIDENT
3.00
0 0 0
PO BOX 205
HOOD RIVER,OR97031
JANE A DUNCOMBE VICE PRESIDENT/SECRETARY/T
3.00
0 0 0
PO BOX 205
HOOD RIVER,OR97031
CASEY M SHERRERD DIRECTOR DIRECTOR
1.00
0 0 0
PO BOX 205
HOOD RIVER,OR97031
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
5,179,334
b
Average of monthly cash balances.......................
1b
252,817
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,432,151
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
5,432,151
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,482
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,350,669
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
267,533
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
267,533
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,143
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,143
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
257,390
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
257,390
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
257,390
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, line 26, column (d) ..........
1a
976,936
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
976,936
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 257,390
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 421,621
b From 2021...... 328,691
c From 2022...... 505,074
d From 2023...... 731,351
e From 2024...... 944,667
f Total of lines 3a through e ........ 2,931,404
4Qualifying distributions for 2025 from Part
XI, line 4: $ 976,936
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 257,390
e Remaining amount distributed out of corpus 719,546
5 Excess distributions carryover applied to 2025. 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 3,650,950
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
421,621
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
3,229,329
10 Analysis of line 9:
a Excess from 2021 .... 328,691
b Excess from 2022 .... 505,074
c Excess from 2023 .... 731,351
d Excess from 2024 .... 944,667
e Excess from 2025 .... 719,546
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

BURNING MAN PROJECT

660 ALABAMA STREET 4TH FLOOR
SAN FRANCISCO,CA94110
    GENERAL OPERATIONS TO SUPPORT EVENTS FOR ART, CULTURE, EDUCATION AND CIVIC ENGAGEMENT 75,000

CENTER FOR ARTISTIC ACTIVISM

PO BOX 543
BEACON,NY12508
    GENERAL OPERATIONS IN SUPPORT OF CREATIVITY AND CULTURE 15,000

COLUMBIA LAND TRUST

850 OFFICERS ROW
VANCOUVER,WA98661
    LAND CONSERVATION 50,000

ENVIRONMENTAL DEFENSE FUND

PO BOX 98051
WASHINGTON,DC20090
    GENERAL OPERATIONS TO SUPPORT NORTH AMERICA CARBON REDUCTION 125,000

FRIENDS OF THE COLUMBIA GORGE

123 NE 3RD AVE 108
PORTLAND,OR97232
    GENERAL OPERATIONS TO ENSURE THE GORGE REMAINS VIBRANT; SHARE THE WONDER 20,000

GORGE GROWN FOOD NETWORK

PO BOX 752
HOOD RIVER,OR97031
    GENERAL OPERATIONS TO SUPPORT BUILDING ACCESS TO LOCALLY GROWN FOOD AND SUPPORT LOCAL FARMERS 35,000

HOOD RIVER EDUCATION FOUNDATION

1011 EUGENE ST
HOOD RIVER,OR97031
    GENERAL OPERATIONS TO SUPPORT EDUCATION 30,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011
    CLIMATE WORK 125,000

OUR CHILDREN'S TRUST

PO BOX 5181
EUGENE,OR97405
    GENERAL OPERATIONS TO PROTECT THE EARTH'S NATURAL SYSTEMS 50,000

PRINCETON UNIVERSITY

100 OVERLOOK CENTER SUITE 300
PRINCETON,NJ08540
    EDUCATION 129,167

PROTECT OUR WINTERS

1919 14TH ST SUITE 700
BOULDER,CO80302
    GENERAL OPERATIONS TO SUPPORT ENVIRONMENTAL EDUCATION AND AWARENESS 25,000

RARE

1310 N COURTHOUSE ROAD 110
ARLINGTON,VA22201
    GENERAL OPERATIONS TO INSPIRE CHANGE SO PEOPLE AND NATURE THRIVE 75,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PL 200
BOULDER,CO80301
    GENERAL OPERATIONS TO SUPPORT EFFICIENT AND RESTORATIVE USES OF RESOURCES 125,000

UNITED WAY OF THE COLUMBIA GORGE

PO BOX 2
HOOD RIVER,OR97031
    HUMAN SERVICES 35,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD SUITE
340
EUGENE,OR97401
    GENERAL OPERATIONS TO SAFEGUARD PUBLIC LANDS, WILDLIFE, AND COMMUNITITES 30,000

DEPARTMENT OF JOY

4121 FAIRVIEW DR
VANCOUVER,WA98661
    SUPPORTING THE OPERATIONS OF PERMANENT AND EXPERIMENTAL ART ON LOCAL COMMUNITIES 25,000

ARTS IN EDUCATION OF THE GORGE

1009 EUGENE ST
HOOD RIVER,OR97031
    SUPPORTING ARTS IN EDUCATION 5,000
Total ................................. 3a 974,167
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 167,844  
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 ............
    18 601,551  
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) .. 0 769,395 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
769,395
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WY'EAST FOUNDATION
 
Employer identification number

81-5366149
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
WY'EAST FOUNDATION
 
Employer identification number
81-5366149
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
JOHN SHERRERD
PO BOX 205
 
HOOD RIVER, OR97031

$ 202,719


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WY'EAST FOUNDATION
 
Employer identification number

81-5366149
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
345 SH SPDR S&P500 ETF TRUST TRUST UNIT $ 202,719 2025-05-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WY'EAST FOUNDATION
 
Employer identification number

81-5366149
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,975 0   1,975

TY 2025 InvestmentsCorpBondsSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Name of Bond End of Year Book Value End of Year Fair Market Value
1000 UNIT AMERICAN WTR CAP CORP NOTE 5.15000% 03/01/2034 CALL MAKE WHOLE (CA 1,005 1,030
32000 UNIT AON CORP / AON GLOBAL HLDGS NOTE 5.35000% 02/28/2033 CALL MAKE WH 32,333 33,324
40000 UNIT AT&T INC NOTE CALL MAKE WHOLE 5.40000% 02/15/2034 (CALL DATE 11/1 40,573 41,474
32000 UNIT BANK NEW YORK MELLON CORP SER J MTN 5.83400% 10/25/2033 (CALL DAT 33,430 34,504
34000 UNIT BANK AMERICA CORP MTN CALL MAKE WHOLE 4.57100% 04/27/2033 (CALL D 32,742 33,917
32000 UNIT ASSURED GTY US HLDGS INC NOTE 3.15000% 06/15/2031 CALL MAKE WHOLE 28,745 30,170
24000 UNIT CAPITAL ONE FINL CORP NOTE 5.26800% 05/10/2033 (CALL DATE 05/10/3 23,671 24,615
27000 UNIT BOSTON PPTYS LTD PARTNERSHIP NOTE 2.55000% 04/01/2032 CALL MAKE W 22,107 23,554
3000 UNIT CITIGROUP INC NOTE CALL MAKE WHOLE 4.91000% 05/24/2033 (CALL DATE 2,932 3,036
4000 UNIT D R HORTON INC NOTE CALL MAKE WHOLE 5.00000% 10/15/2034 (CALL DATE 3,958 4,046
20000 UNIT CONSOLIDATED EDISON CO N Y INC 5.50000% 03/15/2034 SER 2023 B BON 20,512 20,983
32000 UNIT COMCAST CORP NEW NOTE CALL MAKE WHOLE 1.95000% 01/15/2031 (CALL D 27,335 28,524
18000 UNIT DISNEY WALT CO NOTE CALL MAKE WHOLE 2.00000% 09/01/2029 ISIN #US2 16,422 16,830
32000 UNIT EQUITABLE HLDGS INC NOTE CALL MAKE WHOLE 5.59400% 01/11/2033 (CAL 32,725 33,403
1000 UNIT JOHN DEERE CAPITAL CORPORATION MTN 4.35000% 09/15/2032 969 1,003
6000 UNIT EVERSOURCE ENERGY SER Y NOTE 4.60000% 07/01/2027 CALL MAKE WHOLE ( 5,983 6,041
41000 UNIT EXELON CORP NOTE CALL MAKE WHOLE 5.30000% 03/15/2033 (CALL DATE 1 41,409 42,572
14000 UNIT GLOBAL PMTS INC NOTE CALL MAKE WHOLE 3.20000% 08/15/2029 (CALL DA 12,985 13,350
20000 UNIT FISERV INC NOTE CALL MAKE WHOLE 5.60000% 03/02/2033 (CALL DATE 12 20,442 20,644
13000 UNIT HUNTINGTON BANCSHARES INC NOTE 6.20800% 08/21/2029 CALL MAKE WHOL 13,157 13,634
39000 UNIT GOLDMAN SACHS GROUP INC NOTE 2.38300% 07/21/2032 CALL MAKE WHOLE 33,311 34,929
18000 UNIT INTERCONTINENTAL EXCHANGE INC NOTE 4.60000% 03/15/2033 CALL MAKE 17,497 18,164
3000 UNIT KENVUE INC SER B NOTE 4.90000% 03/22/2033 CALL MAKE WHOLE (CALL DA 2,994 3,061
34000 UNIT JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 4.91200% 07/25/2033 (CALL 33,636 34,636
1000 UNIT MCDONALDS CORP MTN CALL MAKE WHOLE 3.60000% 07/01/2030 (CALL DATE 982 981
9000 UNIT MOODYS CORP NOTE CALL MAKE WHOLE 3.25000% 01/15/2028 (CALL DATE 10 8,861 8,878
1000 UNIT MCDONALDS CORP MTN CALL MAKE WHOLE 4.60000% 09/09/2032 (CALL DATE 985 1,018
2000 UNIT MICROCHIP TECHNOLOGY INC. NOTE 5.05000% 02/15/2030 CALL MAKE WHOLE 2,002 2,041
22000 UNIT NXP B V / NXP FDG LLC / NXP US NOTE 5.00000% 01/15/2033 CALL MAKE 21,621 22,386
2000 UNIT MORGAN STANLEY SER I MTN 6.34200% 10/18/2033 CALL MAKE WHOLE (CALL 2,178 2,192
6000 UNIT MOODYS CORP NOTE CALL MAKE WHOLE 2.00000% 08/19/2031 (CALL DATE 05 5,314 5,332
4000 UNIT NSTAR ELEC CO BOND CALL MAKE WHOLE 5.20000% 03/01/2035 (CALL DATE 3,977 4,083
37000 UNIT NEXTERA ENERGY CAP HLDGS INC BOND 1.90000% 06/15/2028 CALL MAKE W 33,999 35,258
34000 UNIT ONEOK INC NEW NOTE CALL MAKE WHOLE 4.35000% 03/15/2029 (CALL DATE 33,347 34,109
29000 UNIT ORACLE CORP NOTE CALL MAKE WHOLE 3.25000% 11/15/2027 (CALL DATE 0 27,208 28,370
8000 UNIT QUEST DIAGNOSTICS INC NOTE 4.60000% 12/15/2027 CALL MAKE WHOLE (CA 8,094 8,096
40000 UNIT PROLOGIS L P NOTE CALL MAKE WHOLE 1.75000% 02/01/2031 (CALL DATE 33,854 35,373
4000 UNIT RELX CAPITAL INC NOTE CALL MAKE WHOLE 3.00000% 05/22/2030 (CALL DA 3,762 3,806
24000 UNIT ROYAL BK CDA SER I MTN 5.00000% 02/01/2033 CALL MAKE WHOLE ISIN # 23,906 24,756
8000 UNIT ROYAL CARIBBEAN GROUP NOTE 3.70000% 03/15/2028 CALL MAKE WHOLE ISI 7,888 7,910
8000 UNIT STARBUCKS CORP NOTE CALL MAKE WHOLE 2.55000% 11/15/2030 (CALL DATE 7,114 7,395
24000 UNIT RYDER SYS INC MTN CALL MAKE WHOLE 5.65000% 03/01/2028 (CALL DATE 24,491 24,760
34000 UNIT SALESFORCE INC NOTE CALL MAKE WHOLE 1.95000% 07/15/2031 (CALL DAT 28,143 30,235
16000 UNIT VERIZON COMMUNICATIONS INC 5.85000% 09/15/2035 NOTE CALL MAKE WHO 16,851 17,029
26000 UNIT SYSCO CORP NOTE CALL MAKE WHOLE 2.40000% 02/15/2030 (CALL DATE 11 23,280 24,197
41000 UNIT TAPESTRY INC NOTE CALL MAKE WHOLE 5.50000% 03/11/2035 (CALL DATE 40,480 41,917
7000 UNIT WRKCO INC SER B NOTE 4.90000% 03/15/2029 CALL MAKE WHOLE (CALL DAT 7,010 7,128
40000 UNIT WRKCO INC NOTE CALL MAKE WHOLE 3.00000% 06/15/2033 (CALL DATE 03/ 34,189 35,643
26000 UNIT XYLEM INC NOTE CALL MAKE WHOLE 2.25000% 01/30/2031 (CALL DATE 10/ 22,613 23,591

TY 2025 InvestmentsCorpStockSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Name of Stock End of Year Book Value End of Year Fair Market Value
29 SH AFLAC INC COM 1,685 3,198
54 SH ABBOTT LABORATORIES 3,074 6,766
273 SH AT&T INC COM USD1 5,835 6,781
15 SH ADOBE INC COM 4,837 5,250
56 SH ABBVIE INC COM USD0.01 4,311 12,795
55 SH ADVANCED MICRO DEVICES INC 3,415 11,779
12 SH AGILENT TECHNOLOGIES INC COM USD0.01 724 1,633
10 SH AIRBNB INC COM CL A 1,265 1,357
8 SH AIR PRODUCTS AND CHEMICALS INC 2,131 1,976
21 SH AKAMAI TECHNOLOGIES COM USD0.01 1,688 1,832
147 SH ALPHABET INC CAP STK CL C 6,789 46,129
9 SH ALLSTATE CORP COM USD0.01 845 1,873
180 SH ALPHABET INC CAP STK CL A 9,097 56,340
24 SH AMEREN CORP COM USD0.01 2,312 2,396
313 SH AMAZON.COM INC 69,296 72,247
32 SH AMERICAN ELEC PWR CO INC COM 2,895 3,690
21 SH AMERICAN INTERNATIONAL GROUP INC 1,592 1,797
18 SH AMERICAN EXPRESS CO COM USD0.20 1,585 6,659
8 SH CENCORA INC COM 676 2,702
6 SH AMERICAN WATER WORKS COMPANY INC COM USD0.01 484 783
15 SH AMETEK INC COM 2,203 3,080
20 SH AMGEN INC 5,398 6,546
6 SH AMERIPRISE FINANCIAL INC COM USD0.01 878 2,942
6 SH ELEVANCE HEALTH INC COM 1,149 2,103
16 SH ANALOG DEVICES INC COM 1,380 4,339
58 SH AMPHENOL CORP CLASS A COM USD0.001 2,742 7,838
32 SH APOLLO GLOBAL MGMT INC COM 5,178 4,632
106 SH ANTERO MIDSTREAM CORP COM 826 1,886
471 SH APPLE INC 20,803 128,046
15 SH ARCBEST CORP COM USD0.01 992 1,113
9 SH APPLOVIN CORP COM CL A 5,846 6,064
32 SH APPLIED MATERIALS INC COM USD0.01 3,580 8,224
35 SH ARCHER-DANIELS-MIDLA ND CO 2,148 2,012
45 SH ARISTA NETWORKS INC COM SHS 1,654 5,896
21 SH ATMOS ENERGY CORP COM NPV 2,387 3,520
9 SH AUTODESK INC 1,539 2,664
24 SH AUTOMATIC DATA PROCESSING INC COM 4,733 6,174
10 SH BJS WHSL CLUB HLDGS INC COM 1,131 900
4 SH AXON ENTERPRISE INC COM 1,573 2,272
106 SH BAKER HUGHES COMPANY CL A 2,410 4,827
27 SH BALL CORP COM NPV 1,096 1,430
25 SH BANK OF NEW YORK MELLON CORP COM USD0.01 1,949 2,902
208 SH BANK AMERICA CORP COM 5,069 11,440
51 SH BEACON FINANCIAL CORP. COM 1,238 1,345
24 SH BELLRING BRANDS INC COMMON STOCK 1,845 642
8 SH BECTON DICKINSON &CO COM USD1.00 1,481 1,553
6 SH BLACKROCK INC COM 2,718 6,422
28 SH BLACKSTONE INC 2,889 4,316
26 SH BOEING CO 3,786 5,645
72 SH BOSTON SCIENTIFIC CORP 4,607 6,865
6 SH BRINKER INTERNATIONAL INC 1,000 861
1 SH BOOKING HOLDINGS INC COM 1,407 5,355
61 SH BRISTOL-MYERS SQUIBB CO COM 3,197 3,290
8 SH BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 1,095 1,785
35 SH BRISTOW GROUP INC COM 931 1,282
26 SH BROWN & BROWN INC 2,418 2,072
49 SH BROWN-FORMAN CORP COM USD0.15 CLASS B 2,519 1,277
149 SH BROADCOM INC COM 3,956 51,569
9 SH BUILDERS FIRSTSOURCE INC 1,759 926
9 SH CBOE GLOBAL MARKETS INC 1,933 2,259
16 SH CBRE GROUP INC COM USD0.01 CLASS A 599 2,573
14 SH THE CIGNA GROUP COM 4,206 3,853
79 SH CSX CORP COM USD1 1,297 2,864
14 SH CME GROUP INC COM 2,362 3,823
8 SH CADENCE DESIGN SYSTEMS INC COM USD0.01 1,087 2,501
8 SH CAL MAINE FOODS INC COM NEW 741 637
45 SH CVS HEALTH CORPORATION COM USD0.01 1,535 3,571
6 SH CARDINAL HEALTH INC COM NPV 728 1,233
35 SH CAPITAL ONE FINANCIAL CORP COM USD0.01 3,077 8,483
5 SH CARLISLE COMPANIES INC 791 1,599
22 SH CARMAX INC 976 850
54 SH CARNIVAL CORP COM USD0.01 1,287 1,649
28 SH CARRIER GLOBAL CORPORATION COM 649 1,480
78 SH CARS COM INC COM 1,426 952
16 SH CATERPILLAR INC COM 5,901 9,166
4 SH CARVANA CO CL A 1,801 1,688
31 SH CENTRAL PACIFIC FINANCIAL CORP 845 966
68 SH CENTERPOINT ENERGY INC COM STK USD0.01 2,511 2,607
20 SH CENTENE CORP 1,293 823
56 SH CHIPOTLE MEXICAN GRILL INC 496 2,072
4 SH CHARTER COMMUNICATIONS INC NEW CL A 1,377 835
20 SH CHURCH &DWIGHT CO INC COM 1,923 1,677
145 SH CISCO SYSTEMS INC 4,576 11,169
10 SH CINTAS CORP 827 1,881
81 SH CITIGROUP INC 3,297 9,452
22 SH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 1,539 1,826
2 SH COMFORT SYSTEMS USA INC 770 1,867
13 SH CLOROX CO COM USD1.00 2,089 1,311
32 SH CONAGRA BRANDS INC 852 554
155 SH COMCAST CORP 5,953 4,633
28 SH CONSOLIDATED EDISON INC COM USD0.10 2,183 2,781
29 SH COPART INC COM USD0.0001 501 1,135
27 SH CONSTELLATION BRANDS INC COM USD0.01 CLASS A 5,126 3,725
15 SH CONSTELLATION ENERGY CORP COM 1,149 5,299
83 SH CORE LABORATORIES INC COM NPV 1,846 1,330
11 SH CORCEPT THERAPEUTICS INC 922 383
23 SH CORNING INC 673 2,014
16 SH COSTAR GROUP INC 1,127 1,076
14 SH COSTCO WHOLESALE CORP COM 13,506 12,073
2 SH CORPAY INC COM SHS 418 602
4 SH CROWDSTRIKE HLDGS INC CL A 1,280 1,875
189 SH COTY INC 2,182 582
7 SH CROCS INC 770 599
7 SH DR HORTON INC COM STK USD0.01 526 1,008
5 SH CUMMINS INC 789 2,552
43 SH DT MIDSTREAM INC COMMON STOCK 1,959 5,146
66 SH DXC TECHNOLOGY CO COM 1,655 967
17 SH DTE ENERGY CO 1,848 2,193
8 SH DECKERS OUTDOOR CORP 683 829
8 SH DATADOG INC CL A COM 1,100 1,088
24 SH DANAHER CORPORATION COM 2,839 5,494
6 SH DELL TECHNOLOGIES INC CL C 705 755
9 SH DEERE & CO 1,145 4,190
27 SH DELTA AIR LINES INC 1,164 1,874
6 SH DICK S SPORTING GOODS INC 1,256 1,188
14 SH DEXCOM INC 1,498 929
15 SH DOLLAR TREE INC 1,103 1,845
10 SH DOLLAR GEN CORP NEW COM 742 1,328
59.572 SH DISNEY WALT CO COM 6,042 6,778
15 SH DOORDASH INC CL A 2,936 3,397
17 SH DOVER CORP COM USD1.00 1,167 3,319
21 SH DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 2,060 2,461
15 SH DUPONT DE NEMOURS INC COM 458 603
11 SH EASTMAN CHEM CO COM 880 702
8 SH E L F BEAUTY INC COM 1,422 608
36 SH EBAY INC. COM 1,197 3,136
27 SH EDGEWELL PERS CARE CO COM 1,000 460
18 SH ECOLAB INC 3,202 4,725
14 SH EDISON INTERNATIONAL 827 840
17 SH EDWARDS LIFESCIENCES CORP 1,233 1,449
2 SH EMCOR GROUP INC COM STK USD0.01 885 1,224
3 SH EQUIFAX INC COM USD1.25 759 651
15 SH EMERSON ELECTRIC CO 891 1,991
27 SH ENPHASE ENERGY INC COM USD0.00001 973 865
2 SH ERIE INDEMNITY CO 1,042 573
23 SH EXELIXIS INC COM USD0.001 1,039 1,008
75 SH EXELON CORP COM NPV 2,815 3,269
4 SH EXPEDIA GROUP INC 233 1,133
97 SH FMC CORP COM NEW 1,292 1,345
65 SH META PLATFORMS INC CLASS A COMMON STOCK 45,774 42,906
4 SH FACTSET RESEARCH SYSTEMS INC 1,126 1,161
16 SH FEDEX CORP COM USD0.10 3,716 4,622
68 SH FASTENAL COM STK USD0.01 724 2,729
25 SH FIDELITY NATL INFORMATION SERVICES COM USD0.01 2,266 1,662
8 SH FISERV INC COM STK USD0.01 766 537
5 SH FIRST SOLAR INC 1,294 1,306
42 SH FIFTH THIRD BANCORP 1,149 1,966
160 SH FORD MTR CO DEL COM 1,711 2,099
16 SH FORTINET INC COM USD0.001 353 1,271
13 SH FORTIVE CORP COM 722 718
8 SH GARTNER INC COM USD0.0005 1,345 2,018
7 SH ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 1,496 1,812
21 SH GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 1,662 1,722
24 SH GENERAL MTRS CO COM 1,173 1,952
46 SH GENERAL MILLS INC COM USD0.10 2,562 2,139
14 SH GENERAL DYNAMICS CORP COM 2,491 4,713
6 SH GLOBE LIFE INC COM 799 839
9 SH GODADDY INC CL A 1,046 1,117
48 SH GILEAD SCIENCES INC COM USD0.001 3,549 5,892
41 SH HF SINCLAIR CORP COM 1,688 1,889
12 SH GOLDMAN SACHS GROUP INC COM USD0.01 2,688 10,548
1 SH GRAINGER W W INC COM 229 1,009
73 SH HALLIBURTON CO COM USD2.50 1,811 2,063
10 SH HCA HEALTHCARE INC COM 1,058 4,669
38 SH HANMI FINANCIAL CORP 860 1,027
136 SH HELIX ENERGY SOLUTIONS GROUP INC 441 853
5 SH HERSHEY COMPANY COM USD1.00 528 910
17 SH THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK 949 2,343
15 SH HILTON WORLDWIDE HLDGS INC 1,745 4,309
42 SH HOME DEPOT INC 8,792 14,452
94 SH HEWLETT PACKARD ENTERPRISE CO COM 1,572 2,258
27 SH HONEYWELL INTERNATIONAL INC COM USD1 3,411 5,267
27 SH HOWMET AEROSPACE INC COM 2,218 5,536
2 SH IDEXX LABORATORIES INC COM USD0.10 522 1,353
34 SH IAC INC COM NEW 1,341 1,329
7 SH HUNT J.B. TRANSPORT SERVICES INC COM USD0.01 726 1,360
21 SH ILLINOIS TOOL WORKS INC COM 2,745 5,172
22 SH INGERSOLL RAND INC COM 660 1,743
63 SH INNOVEX INTERNATIONAL INC COM 1,128 1,378
136 SH INTEL CORP COM USD0.001 4,743 5,018
19 SH INTERACTIVE BROKERS GROUP INC COM CL A 828 1,222
23 SH INTERCONTINENTAL EXCHANGE INC COM USD0.01 1,911 3,725
33 SH INTERNATIONAL PAPER CO COM 1,769 1,300
17 SH INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 2,152 1,146
25 SH INTERNATIONAL BUS MACH CORP COM USD0.20 3,345 7,405
10 SH INTUIT INC 1,821 6,624
15 SH INTUITIVE SURGICAL INC 2,552 8,495
6 SH JABIL INC COM 797 1,368
95 SH JPMORGAN CHASE &CO. COM 8,788 30,611
17 SH JACKSON FINANCIAL INC COM CL A 1,532 1,813
3 SH KLA CORP COM NEW 267 3,645
3 SH JONES LANG LASALLE INC COM USD0.01 468 1,009
90 SH JOHNSON &JOHNSON COM 4,453 18,626
164 SH KKR REAL ESTATE FIN TR INC COM 1,387 1,348
87 SH KENVUE INC COM 2,003 1,501
104 SH KEURIG DR PEPPER INC COM 3,378 2,913
132 SH KRAFT HEINZ CO COM 4,221 3,201
23 SH KROGER CO COM USD1.00 622 1,437
22 SH KIMBERLY-CLARK CORP COM 2,661 2,220
33 SH KYNDRYL HLDGS INC COMMON STOCK 714 876
49 SH LAM RESEARCH CORP COM NEW 730 8,388
12 SH L3HARRIS TECHNOLOGIES INC COM 2,543 3,523
1 SH LENNOX INTERNATIONAL INC COM USD0.01 628 486
30 SH LAS VEGAS SANDS CORP COM USD0.001 2,212 1,953
20 SH ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A 3,381 2,094
13 SH LIVE NATION ENTERTAINMENT INC COM USD0.01 1,750 1,853
24 SH ELI LILLY &CO COM 1,966 25,792
3 SH LOCKHEED MARTIN CORP COM USD1.00 887 1,451
15 SH LOWES COMPANIES INC COM USD0.50 459 3,617
5 SH LULULEMON ATHLETICA INC COM USD0.005 2,351 1,039
38 SH LOEWS CORP COM USD0.01 3,497 4,002
30 SH MARATHON PETROLEUM CORP COM USD0.01 2,150 4,879
20 SH MAPLEBEAR INC COM 810 900
14 SH M &T BANK CORP COM USD0.50 1,961 2,821
13 SH MARSH &MCLENNAN COMPANIES INC COM USD1.00 360 2,412
8 SH MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A 1,069 2,482
4 SH MARTIN MARIETTA MATERIALS INC COM USD0.01 2,481 2,491
24 SH MCCORMICK &COMPANY INC COM NPV 1,683 1,635
36 SH MATCH GROUP INC NEW COM 1,622 1,162
30 SH MASTERCARD INCORPORATED CL A 6,328 17,126
22 SH MCDONALD S CORP 3,404 6,724
90 SH MERCK &CO. INC COM 5,074 9,473
4 SH MCKESSON CORP 514 3,281
35 SH MICRON TECHNOLOGY INC 2,620 9,989
39 SH METLIFE INC COM USD0.01 2,492 3,079
236 SH MICROSOFT CORP 23,470 114,134
32 SH MOLSON COORS BEVERAGE CO CL B 1,773 1,494
3 SH MOLINA HEALTHCARE INC 985 521
13 SH MODERNA INC COM 2,008 383
8 SH MOODYS CORP COM USD0.01 1,878 4,087
75 SH MONSTER BEVERAGE CORP NEW COM 2,320 5,750
2 SH MONOLITHIC POWER SYSTEMS INC 1,035 1,813
35 SH MOSAIC CO NEW COM 2,570 843
41 SH MORGAN STANLEY COM USD0.01 1,803 7,279
3 SH MOTOROLA SOLUTIONS INC 1,268 1,150
21 SH MUELLER INDUSTRIES INC 1,622 2,411
65 SH NOV INC COM 1,171 1,016
8 SH NRG ENERGY INC 582 1,274
59 SH NEW JERSEY RES CORP COM 2,732 2,721
11 SH NETAPP INC 462 1,178
135 SH NETFLIX INC 3,389 12,658
58 SH NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 2,096 5,791
32 SH NEWS CORP 857 836
28 SH NEWS CORP NEW COM USD0.01 CL B 740 830
60 SH NISOURCE INC COM USD0.01 1,590 2,506
69 SH NEXTERA ENERGY INC COM USD0.01 3,995 5,539
40 SH NIKE INC CLASS B COM NPV 4,090 2,548
5 SH NORTHROP GRUMMAN CORP COM USD1 1,421 2,851
765 SH NVIDIA CORPORATION COM 5,251 142,673
45 SH OREILLY AUTOMOTIVE INC COM 2,405 4,104
71 SH OCEANEERING INTERNATIONAL INC COM USD0.25 1,543 1,706
11 SH OLD DOMINION FREIGHT LINE INC COM 1,639 1,725
14 SH OKTA INC CL A 1,758 1,211
49 SH ORACLE CORP 2,461 9,551
22 SH ON SEMICONDUCTOR CORP COM USD0.01 1,179 1,191
81 SH ONEOK INC COM USD0.01 4,386 5,954
5 SH PNC FINANCIAL SERVICES GROUP COM USD5 653 1,044
113 SH PG&E CORP COM NPV 2,268 1,816
8 SH PPG INDUSTRIES INC COM USD1.666 837 820
9 SH PTC INC 1,306 1,568
25 SH PACCAR INC COM USD1.00 2,789 2,738
75 SH PALANTIR TECHNOLOGIES INC CL A 3,106 13,331
22 SH PAYCHEX INC COM USD0.01 2,878 2,468
21 SH PALO ALTO NETWORKS INC COM USD0.0001 2,589 3,868
11 SH PARKER-HANNIFIN CORP COM 4,596 9,669
199 SH PFIZER INC 6,298 4,955
13 SH PERFORMANCE FOOD GROUP CO COM 644 1,169
38 SH PAYPAL HLDGS INC COM 2,725 2,218
24 SH PROGRESSIVE CORP COM 1,403 5,465
31 SH PHILLIPS 66 3,016 4,000
8 SH PINNACLE FINANCIAL PARTNERS COM USD1.00 533 763
48 SH PROGYNY INC COM 988 1,233
8 SH PRUDENTIAL FINANCIAL INC 761 903
23 SH PULTE GROUP INC COM USD0.01 926 2,697
10 SH PUBLIC SVC ENTERPRISE GRP INC COM 463 803
36 SH QUALCOMM INC 1,886 6,158
11 SH PURE STORAGE INC CL A 627 737
7 SH QNITY ELECTRONICS INC COMMON STOCK 598 572
15 SH RAYMOND JAMES FINL INC COM 833 2,409
4 SH RALLIANT CORP COM 207 204
11 SH QUANTA SERVICES COM USD0.00001 1,023 4,643
56 SH RTX CORPORATION COM USD1.00 3,863 10,270
4 SH REGENERON PHARMACEUTICALS INC 2,061 3,087
4 SH REINSURANCE GRP OF AMERICA INC COM NEW 609 814
63 SH REGIONS FINANCIAL CORP NEW COM 922 1,707
8 SH RESMED INC 1,730 1,927
20 SH REPUBLIC SERVICES INC 1,296 4,239
5 SH REPLIGEN CORP 819 819
24 SH ROBINHOOD MKTS INC COM CL A 2,995 2,714
5 SH ROPER TECHNOLOGIES INC 1,743 2,226
4 SH ROCKWELL AUTOMATION INC COM USD1 662 1,556
7 SH ROYAL GOLD INC COM ISIN #US7802871084 658 1,556
16 SH S&P GLOBAL INC COM 3,136 8,361
6 SH ROSS STORES INC 631 1,081
7 SH SANDISK CORP COM 289 1,662
36 SH SALESFORCE INC COM 5,286 9,537
3 SH SAIA INC 1,112 980
68 SH SCHWAB CHARLES CORP COM 2,911 6,794
24 SH SEMPRA COM 1,692 2,119
10 SH SAREPTA THERAPEUTICS INC 1,245 215
9 SH SHERWIN-WILLIAMS CO 1,350 2,916
40 SH SERVICENOW INC COM USD0.001 2,336 6,128
28 SH SHUTTERSTOCK INC COM USD0.01 ** CONTRA CUSIP ** CASH TENDER FROM CUSIP 1,070 535
63 SH SIMMONS FIRST NATIONAL CORP 1,058 1,188
5 SH SNAP-ON INC 758 1,723
7 SH SPROUTS FARMERS MARKET INC 786 558
13 SH BLOCK INC CL A 1,001 846
6 SH SOLSTICE ADVANCED MATLS INC COM SHS 184 291
39 SH STARBUCKS CORP COM USD0.001 2,671 3,284
15 SH STATE STREET CORP 1,072 1,935
11 SH STEEL DYNAMICS INC 510 1,864
5 SH SYLVAMO CORP COMMON STOCK 157 241
24 SH SUPER MICRO COMPUTER INC COM NEW 554 702
15 SH STRYKER CORPORATION COM 3,377 5,272
36 SH TJX COMPANIES INC 1,253 5,530
6 SH SYNOPSYS INC 2,713 2,818
26 SH SYNCHRONY FINANCIAL COM 1,556 2,169
24 SH T-MOBILE US INC COM 1,854 4,873
7 SH TAKE-TWO INTERACTIVE SOFTWARE INC 888 1,792
11 SH TAPESTRY INC COM 430 1,405
11 SH TARGET CORP 627 1,075
4 SH TELEDYNE TECHNOLOGIES INC 2,007 2,043
18 SH TARGA RESOURCES CORP 1,187 3,321
36 SH TEXAS INSTRUMENTS INC COM USD1.00 3,470 6,246
89 SH TESLA INC COM 23,383 40,025
14 SH THERMO FISHER SCIENTIFIC INC 3,792 8,112
3 SH TRANSDIGM GROUP INC 3,395 3,990
21 SH 3M CO 913 3,362
30 SH TRACTOR SUPPLY CO 1,762 1,500
8 SH TRAVELERS COMPANIES INC COM STK NPV 1,036 2,320
10 SH TWILIO INC CL A 1,065 1,422
72 SH TRUIST FINL CORP COM 2,939 3,543
84 SH UBER TECHNOLOGIES INC COM 5,047 6,864
65 SH US BANCORP 2,866 3,468
2 SH ULTA BEAUTY INC COM 503 1,210
21 SH UNITED PARCEL SERVICE INC CL B 2,382 2,083
17 SH UNION PAC CORP COM 1,743 3,932
12 SH UNITED AIRLS HLDGS INC COM 419 1,342
3 SH UNITED RENTALS INC 349 2,428
13 SH US FOODS HLDG CORP COM 793 979
27 SH UNITEDHEALTH GROUP INC 4,977 8,913
10 SH UNUM GROUP 813 775
24 SH VALERO ENERGY CORP COM 2,118 3,907
141 SH VERIZON COMMUNICATIONS INC 6,119 5,743
12 SH VERALTO CORP COM SHS 800 1,197
5 SH VERISK ANALYTICS INC COM 411 1,118
10 SH VERTEX PHARMACEUTICALS INC 2,648 4,534
9 SH VULCAN MATERIALS CO 956 2,567
56 SH VISA INC 6,536 19,640
31 SH WEC ENERGY GROUP INC COM 3,374 3,269
5 SH WABTEC COM 482 1,067
168 SH WALMART INC COM 4,529 18,717
75 SH WELLS FARGO CO NEW COM 6,177 6,990
17 SH WASTE MANAGEMENT INC 1,286 3,735
81 SH WARNER BROS DISCOVERY INC COM SER A - CONTRA CUSIP - TND FROM CUSIP 93 0 2,334
16 SH WESTERN DIGITAL CORP. COM 666 2,756
5 SH WEST PHARMACEUTICAL SERVICES INC 1,649 1,376
5 SH WILLIAMS-SONOMA INC 133 893
44 SH XCEL ENERGY INC COM USD2.5 3,121 3,250
8 SH WORKDAY INC COM USD0.001 CL A 1,997 1,718
15 SH YUM! BRANDS INC 2,373 2,269
21 SH XYLEM INC COM USD0.01 2,278 2,860
24 SH ZOETIS INC 3,408 3,020
38 SH ZOOMINFO TECHNOLOGIES INC COMMON STOCK 1,019 386
11 SH AON PLC SHS CL A COM USD0.01 1,931 3,882
34 SH ARCH CAPITAL GROUP COM STK USD0.01 2,164 3,261
16 SH APTIV PLC ORD USD0.01 1,203 1,217
19 SH ACCENTURE PLC 2,470 5,098
16 SH EATON CORPORATION PLC 1,794 5,096
23 SH JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 1,903 2,754
22 SH LINDE PLC COM EUR0.001 3,596 9,381
27 SH FRESH DEL MONTE PRODUCE INC 839 962
48 SH MEDTRONIC PLC 4,056 4,611
9 SH SEAGATE TECHNOLOGY HLDGS PUB LTD CO SEAGATE TECHNOLOGY HOLDINGS PLC ORD 1,301 2,479
5 SH RENAISSANCERE HLDGS LTD COM 783 1,406
20 SH TE CONNECTIVITY PLC COM USD0.01 1,578 4,550
51 SH TECHNIPFMC PLC USD1 2,010 2,273
10 SH PENTAIR PLC SHS 417 1,041
10 SH TRANE TECHNOLOGIES PLC COM USD1 673 3,892
16 SH CHUBB LIMITED COM NPV ISIN #CH0044328745 2,114 4,994
46 SH VALARIS LTD COM USD0.40 2,368 2,318
10 SH NXP SEMICONDUCTORS NV 1,904 2,171
27 SH LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS A 2,397 1,169
10 SH GARMIN LTD COM CHF10.00 2,086 2,029
9 SH ROYAL CARIBBEAN GROUP COM USD0.01 596 2,510
40 SH INTERNATIONAL SEAWAYS INC COM NPV 1,536 1,942

TY 2025 InvestmentsOtherSchedule2
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1157 SH ISHARES INC ESG AWR MSCI EM AT COST 46,212 51,105
71 SH FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND AT COST 13,335 14,575
674 SH ISHARES TR ESG AW MSCI EAFE AT COST 58,901 64,091
460 SH NUSHARES ETF TR NUVEEN ESG LRGVL AT COST 17,135 20,723
2272.087 SH CALVERT CORE BOND FUND CL I AT COST 35,769 36,308
750.965 SH CALVERT BALANCED FUND CL I AT COST 35,394 36,399
3005.015 SH CALVERT SHORT DURATION INC FD I AT COST 45,602 47,990
730.184 SH CCM COMMUNITY IMPACT BOND FUND INSTL AT COST 7,497 7,046
2195.03 SH CALVERT FLEXIBLE BOND CL I AT COST 31,235 32,860
144.738 SH PARNASSUS CORE EQUITY INSTL AT COST 7,665 8,126
230.714 SH STEWARD GLOBAL EQUITY INCOME INSTL AT COST 7,743 8,679
6595 SH ISHARES TR ESG AW MSCI EAFE AT COST 496,370 627,118
15116.963 SH MFG GLOBAL SUSTAINAB SERVICE AT COST 177,947 248,371
12997.623 SH VANGUARD GLBL ESG SEL STK ADMIRAL SHS AT COST 557,711 626,615
21608.496 SH MATTHEWS EMERG MKT SUSTAIN FUTURE INSTL AT COST 272,981 299,278
186 SH ALEXANDER &BALDWIN INC NEW COM AT COST 3,839 3,839
15 SH ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 AT COST 1,795 734
14 SH AMERICAN TOWER CORP NEW COM AT COST 1,981 2,458
4 SH AVALONBAY COMMUNITIES INC COM USD0.01 AT COST 751 725
21 SH CROWN CASTLE INC COM AT COST 2,180 1,866
9 SH DIGITAL REALTY TRUST INC AT COST 1,025 1,392
17 SH EQUITY RESIDENTIAL SBI USD0.01 AT COST 1,144 1,072
2 SH EQUINIX INC COM AT COST 1,365 1,532
11 SH EXTRA SPACE STORAGE INC AT COST 1,797 1,432
60 SH HOST HOTELS &RESORTS INC COM AT COST 1,011 1,064
10 SH IRON MTN INC DEL COM AT COST 1,154 830
40 SH PROLOGIS INC. COM AT COST 3,296 5,106
3 SH PUBLIC STORAGE OPER CO COM AT COST 582 779
25 SH REALTY INCOME CORP COM AT COST 1,395 1,409
24 SH REGENCY CENTERS CORP COM USD0.01 AT COST 1,586 1,657
20 SH SIMON PROPERTY GROUP INC AT COST 1,814 3,702
12 SH VENTAS INC AT COST 833 929
41 SH WELLTOWER INC COM AT COST 3,492 7,610

TY 2025 OtherDecreasesSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Description Amount
ACCURED INTEREST AND NONDEDUCTABLE ITEMS 11,366
ADJUST DONATED STOCK TO COST BASIS 164,194


TY 2025 OtherExpensesSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER OPERATING COSTS 70 0   70
FILING FEE 724 0   724


TY 2025 OtherProfessionalFeesSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 38,116 38,116   0


TY 2025 SubstantialContributorsSch
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Name Address
JOHN SHERRARD PO BOX 205
HOOD RIVER,OR97031


TY 2025 TaxesSchedule
Name:
WY'EAST FOUNDATION
EIN:
81-5366149
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,549 1,549   0
FEDERAL TAXES 16,173 0   0