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 08-01-2024 , and ending 07-31-2025
Name of foundation
WESTERN INSTITUTE FOR NAT RE ED & P
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 64193
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EAGAN, MN55164
A Employer identification number

93-1234139
B Telephone number (see instructions)

(888) 265-7962
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$4,006,531J 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) 10,638
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 137,836 137,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 213,649
b Gross sales price for all assets on line 6a 1,084,760
7 Capital gain net income (from Part IV, line 2)... 213,649
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 362,123 351,307  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,250     50,250
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,750 0 0 8,750
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,318 22,786   2,532
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,761 821   2,363
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
0 0  
20 Occupancy.............. 4,453     4,453
21 Travel, conferences, and meetings....... 31,922 0 0 31,922
22 Printing and publications.......... 910 0 0 910
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,643 18   11,625
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,507 23,625 0 114,305
25 Contributions, gifts, grants paid....... 217,337 217,337
26 Total expenses and disbursements. Add lines 24 and 25 356,844 23,625 0 331,642
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,279
b Net investment income (if negative, enter -0-) 327,682
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 99,122 107,825 107,825
2 Savings and temporary cash investments......... 3,126,432 26,305 26,305
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 111,225 Click to see attachment
List of Attached Documents:
// Content
428,346 		564,930
c Investments—corporate bonds (attach schedule)....... 76,101    
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).......... 46,324 Click to see attachment
List of Attached Documents:
// Content
2,587,337 		2,671,546
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) 321,460 635,925 635,925
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,780,664 3,785,738 4,006,531
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,780,664 3,785,738
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,780,664 3,785,738
30 Total liabilities and net assets/fund balances (see instructions). 3,780,664 3,785,738
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
3,780,664
2
Enter amount from Part I, line 27a .....................
2
5,279
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
50
4
Add lines 1, 2, and 3 ..........................
4
3,785,993
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
255
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,785,738
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 25000. MIDAMERICAN ENERGY 3.500% 10/15/24   2018-01-30 2024-10-15
b 50000. U S TREASURY NT 4.375% 11/30/24   2022-12-07 2024-11-30
c 102. AIA GROUP LTD ADR   2012-11-05 2025-01-10
d 235. AIR LIQUIDE S A A D R   2009-01-29 2025-01-10
e 58. ALPHABET INC CL C   2008-08-29 2025-01-10
372. ATLAS COPCO AB SPONS A D R   2009-01-29 2025-01-10
3. BOOKING HOLDINGS INC   2009-01-29 2025-01-10
58. CANADIAN NATL RAILWAY CO   2012-01-17 2025-01-10
49. CARRIER GLOBAL CORPORATION COM   2012-05-10 2025-01-10
4166.667 CAUSEWAY EMERGING MARKETS INSTL   2024-09-30 2025-01-10
11. CHEMED CORP   2012-05-10 2025-01-10
70. COCA COLA COMPANY   2015-07-28 2025-01-10
9. COSTCO WHSL CORP NEW COMMON STOCK   2015-07-27 2025-01-10
70. COSTAR GRP INC COM   2012-05-10 2025-01-10
47. CROWN CASTLE INC   2015-07-27 2025-01-10
52. DBS GROUP HLDGS LTD SPON A D R   2008-08-29 2025-01-10
81. DASSAULT SYSTEMES SA A D R   2009-01-29 2025-01-10
60. DOLLAR TREE INC   2012-05-10 2025-01-10
41. ECOLAB INC   2012-05-10 2025-01-10
548.703 FIDELITY MID CAP INDEX FUND   2023-08-14 2025-01-10
31. FIVE BELOW   2015-07-28 2025-01-10
73. FLOWERS FOODS INC COM   2009-01-29 2025-01-10
63. ARTHUR J GALLAGHER CO   2012-05-10 2025-01-10
83. GORMAN RUPP CO   2009-01-29 2025-01-10
58. HELIOS TECHNOLOGIES INC   2012-11-05 2025-01-10
13. HINGHAM INSTITUTION FOR SAVINGS   2015-07-28 2025-01-10
20. HUNT J B TRANS SVCS INC   2015-07-28 2025-01-10
212. INTEL CORP   2008-10-31 2025-01-10
1094.99933 ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-30 2025-01-10
645.00067 ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-30 2025-01-10
26. ISHARES CORE S P SMALL CAP ETF   2023-08-14 2025-01-10
151. ISHARES CORE US REIT ETF   2023-09-20 2025-01-10
116. ISHARES CORE MSCI EAFE ETF   2022-03-11 2025-01-10
243. ISHARES CORE MSCI EMERGING MKTS ETF   2022-03-11 2025-01-10
23. J & J SNACK FOODS CORP   2012-05-10 2025-01-10
78. JOHNSON OUTDOORS INC CL A   2012-11-05 2025-01-10
117. LOREAL UNSPON A D R   2009-01-29 2025-01-10
34. LAUDER ESTEE COS INC CL A   2012-01-17 2025-01-10
23. MAXIMUS INC   2012-11-05 2025-01-10
23. MCKESSON CORPORATION   2012-11-05 2025-01-10
79. MERCK CO INC   2012-01-10 2025-01-10
72. NEOGEN CORP   2012-11-05 2025-01-10
80. NESTLE SA SPONSORED A D R   2008-12-18 2025-01-10
50. NIKE INC   2009-06-26 2025-01-10
26. NOVARTIS AG A D R   2011-04-08 2025-01-10
30. PNC FINANCIAL SVCS COM   2012-05-10 2025-01-10
39. PEPSICO INC   2006-08-21 2025-01-10
34. PHILIP MORRIS INTL   2008-08-29 2025-01-10
9293.48333 PGIM TOTAL RETURN BOND CL R6   2024-09-30 2025-01-10
5291.51667 PGIM TOTAL RETURN BOND CL R6   2024-09-30 2025-01-10
42. RTX CORPORATION   2012-05-10 2025-01-10
147. ROCHE HOLDINGS LTD SPON A D R   2008-08-29 2025-01-10
5. SANDOZ GROUP AG SPONSORED G D R   2011-04-08 2025-01-10
40. SAP SE SPON ADR A D R   2010-02-24 2025-01-10
18. SHERWIN WILLIAMS CO   2015-07-28 2025-01-10
96. SONOVA HOLDING UNSPON ADR   2012-01-10 2025-01-10
2876. STONE RIDGE HY REINSUR-I   2024-09-30 2025-01-10
80. TAIWAN SEMICONDUCTOR A D R   2009-01-29 2025-01-10
95. TRACTOR SUPPLY COMPANY   2015-03-10 2025-01-10
98. TRUIST FINANCIAL CORP   2008-08-29 2025-01-10
94. UNILEVER PLC SPONSORED A D R   2008-10-15 2025-01-10
51. CENTENE CORP COM   2025-01-10 2025-01-28
35. EDWARDS LIFESCIENCES CORP COM   2025-01-10 2025-01-28
11. J P MORGAN CHASE & CO   2011-06-27 2025-01-28
18. SALESFORCE INC   2009-01-29 2025-01-28
119. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-10-18 2025-03-19
351. ISHARES MSCI EAFE VALUE ETF   2024-09-30 2025-03-19
62. ISHARES MSCI EMERGING EX CHINA ETF   2024-09-30 2025-03-19
105. CLEARBRIDGE INTERNATIONAL GROWTH   2024-09-30 2025-03-19
7. LULULEMON ATHLETICA INC   2025-01-10 2025-03-19
877. PGIM TOTAL RETURN BOND CL R6   2024-10-18 2025-03-19
356. VICTORY TRIVALENT INTERNATIONAL SM   2024-09-30 2025-03-19
25. ZILLOW GROUP INC   2025-01-28 2025-03-19
56. EXACT SCIENCES CORPORATION   2025-01-28 2025-04-16
7007.314 ARTISAN HIGH INCOME FUND   2024-09-30 2025-05-12
24. CME GROUP INC   2025-01-10 2025-05-12
30. GILEAD SCIENCES INC   2025-01-10 2025-05-12
135. PFIZER INC   2003-05-06 2025-05-12
4877. ARTISAN HIGH INCOME FUND     2025-05-27
78. ISHARES CORE S P 500 ETF     2025-05-27
271. ISHARES RUSSELL MID CAP ETF     2025-05-27
178. ISHARES MSCI EAFE VALUE ETF   2024-09-30 2025-05-27
274. ISHARES MSCI EMERGING EX CHINA ETF   2024-09-30 2025-05-27
153.864 CLEARBRIDGE INTERNATIONAL GROWTH   2024-09-30 2025-05-27
322.221 VICTORY TRIVALENT INTERNATIONAL SM   2024-09-30 2025-05-27
19. ALPHABET INC CL A   2025-01-10 2025-07-18
25. AMAZON.COM INC   2012-01-10 2025-07-18
16. AMERICAN TOWER CORP   2009-01-29 2025-07-18
49. APPLE COMPUTER INC     2025-07-18
5. META PLATFORMS INC   2025-01-10 2025-07-18
23. ISHARES CORE S P 500 ETF   2025-01-10 2025-07-18
11. L3HARRIS TECHNOLOGIES INC     2025-07-18
71. MAGNA INTL INC CL A   2025-01-10 2025-07-18
23. MICROSOFT CORP   2006-07-10 2025-07-18
30. NVIDIA CORP COM   2023-08-14 2025-07-18
110. SCHLUMBERGER LTD   2025-01-10 2025-07-18
4. SERVICENOW INC   2025-01-10 2025-07-18
27. TARGET CORP   2025-01-10 2025-07-18
57. UBER TECHNOLOGIES INC     2025-07-18
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(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 25,000   25,902 -902
b 50,000   50,199 -199
c 2,734   1,663 1,071
d 7,493   1,872 5,621
e 11,217   673 10,544
5,827   660 5,167
14,178   204 13,974
5,784   2,221 3,563
3,269   649 2,620
44,042   50,000 -5,958
5,742   649 5,093
4,263   2,838 1,425
8,429   1,297 7,132
4,906   491 4,415
3,981   3,316 665
6,652   2,390 4,262
2,818   308 2,510
4,369   3,066 1,303
9,459   2,658 6,801
18,376   15,589 2,787
3,167   1,125 2,042
1,385   725 660
18,085   2,264 15,821
2,964   1,402 1,562
2,534   1,561 973
3,003   1,531 1,472
3,484   1,669 1,815
4,059   3,456 603
104,971   111,016 -6,045
61,832   65,393 -3,561
2,936   2,639 297
8,336   7,712 624
8,085   7,570 515
12,428   12,814 -386
3,251   1,286 1,965
2,549   1,551 998
7,830   1,597 6,233
2,510   1,953 557
1,775   633 1,142
13,430   2,144 11,286
7,843   2,909 4,934
865   736 129
6,451   3,006 3,445
3,567   633 2,934
2,578   1,203 1,375
5,674   1,968 3,706
5,559   2,472 3,087
3,987   1,836 2,151
108,827   114,403 -5,576
61,964   65,139 -3,175
4,832   1,857 2,975
5,375   3,102 2,273
213   65 148
10,092   1,780 8,312
5,947   1,627 4,320
6,328   1,892 4,436
25,683   26,574 -891
16,647   614 16,033
5,213   1,604 3,609
4,181   2,950 1,231
5,177   2,203 2,974
3,290   3,157 133
2,526   2,578 -52
2,925   441 2,484
6,527   125 6,402
11,752   12,249 -497
21,318   20,219 1,099
3,485   3,793 -308
7,364   7,422 -58
2,309   2,762 -453
10,550   10,945 -395
5,792   5,874 -82
1,745   2,029 -284
2,397   3,090 -693
63,907   64,327 -420
6,479   5,486 993
3,111   2,677 434
3,098   4,126 -1,028
44,576   44,769 -193
46,236   46,873 -637
24,159   24,701 -542
11,369   10,254 1,115
16,370   16,762 -392
11,480   10,876 604
5,723   5,317 406
3,516   3,654 -138
5,642   223 5,419
3,582   502 3,080
10,351   11,636 -1,285
3,495   3,090 405
14,489   13,412 1,077
2,903   2,344 559
2,953   2,801 152
11,738   542 11,196
5,167   1,294 3,873
3,674   4,252 -578
3,823   4,111 -288
2,770   3,815 -1,045
5,135   3,856 1,279
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      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
      6,674
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -902
b       -199
c       1,071
d       5,621
e       10,544
      5,167
      13,974
      3,563
      2,620
      -5,958
      5,093
      1,425
      7,132
      4,415
      665
      4,262
      2,510
      1,303
      6,801
      2,787
      2,042
      660
      15,821
      1,562
      973
      1,472
      1,815
      603
      -6,045
      -3,561
      297
      624
      515
      -386
      1,965
      998
      6,233
      557
      1,142
      11,286
      4,934
      129
      3,445
      2,934
      1,375
      3,706
      3,087
      2,151
      -5,576
      -3,175
      2,975
      2,273
      148
      8,312
      4,320
      4,436
      -891
      16,033
      3,609
      1,231
      2,974
      133
      -52
      2,484
      6,402
      -497
      1,099
      -308
      -58
      -453
      -395
      -82
      -284
      -693
      -420
      993
      434
      -1,028
      -193
      -637
      -542
      1,115
      -392
      604
      406
      -138
      5,419
      3,080
      -1,285
      405
      1,077
      559
      152
      11,196
      3,873
      -578
      -288
      -1,045
      1,279
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 213,649
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 4,555
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 4,555
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 4,555
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,915
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,640
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,555
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (888) 265-7962

Located atright arrow60 LIVINGSTON AVESAINT PAULMN ZIP+4right arrow55107
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
GLEN STONEBRINK PRESIDENT
1 		24,000    
11525 BURSELL ROAD
DALLAS,OR97338
BRETT STONEBRINK VICE-PRESIDENT
1 		12,000    
11525 BURSELL ROAD
DALLAS,OR97338
SHARI MILER SECRETARY
1 		12,000    
7624 SW 51ST AVE
PORTLAND,OR97219
JANICE BOUCHER DIRECTOR
1 		2,250    
7624 SW 51ST AVE
PORTLAND,OR97219
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 RENOVATIONS TO SCHOOL BUILDING TO FURTHER THE EXEMPT PURPOSES OF PROVIDING EDUCAT 314,465
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow314,465
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
2,635,012
b
Average of monthly cash balances.......................
1b
1,030,415
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,665,427
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
3,665,427
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,981
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,610,446
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
180,522
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
180,522
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,555
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,555
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
175,967
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
175,967
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
175,967
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
331,642
b
Program-related investments—total from Part VIII-B..................
1b
314,465
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
646,107
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 7 175,967
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 44,153
b From 2020...... 147,673
c From 2021...... 45,258
d From 2022...... 70,923
e From 2023...... 175,894
f Total of lines 3a through e ........ 483,901
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 646,107
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 175,967
e Remaining amount distributed out of corpus 470,140
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 5 954,041
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		44,153
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		909,888
10 Analysis of line 9:
a Excess from 2020.... 147,673
b Excess from 2021.... 45,258
c Excess from 2022.... 70,923
d Excess from 2023.... 175,894
e Excess from 2024.... 470,140
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:
WINREP FOUNDATION
PO BOX 190
RICKREAL,OR97371
(503) 275-6564
bThe form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE
cAny submission deadlines:
CONTACT ABOVE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTACT ABOVE
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

SEE ATTACHED

PO BOX 64193
EAGAN,MN55164 		SEE ATTACHED SEE ATTACHED SEE ATTACHED 217,337
Total .................................right arrow 3a 217,337
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 137,836  
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 ............ 		    18 213,649  
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) ..   351,485  
13Total. Add line 12, columns (b), (d), and (e)..................
13
351,485
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WESTERN INSTITUTE FOR NAT RE ED & P
 
Employer identification number

93-1234139
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 ......... Right Arrow $  
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. 1-2025) Page 2
Name of organization
WESTERN INSTITUTE FOR NAT RE ED & P
  		Employer identification number
93-1234139
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
LOYDEE AND GLEN STONEBRINK
C/O US BANK
PO BOX 64193
EAGAN, MN55164

$ 6,573


(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
WESTERN INSTITUTE FOR NAT RE ED & P
  		Employer identification number

93-1234139
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
 
$    
(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
WESTERN INSTITUTE FOR NAT RE ED & P
  		Employer identification number

93-1234139
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 2024 AccountingFeesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

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

TY 2024 DepreciationSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNITURE 2014-08-01 1,688 1,688 M7 7        
COMPUTER EQUIPMENT 2015-08-01 1,326 1,326 M5 5        
OFFICE FURNITURE 2015-08-01 2,212 2,212 M7 7        
COMPUTER EQUIPMENT 2016-08-01 2,230 2,230 M5 5        
OFFICE FURNITURE 2016-08-01 1,984 1,984 M7 7        
COMPUTER EQUIPMENT 2017-08-01 3,279 3,279 M5 5        

TY 2024 InvestmentsCorpBondsSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Name of Bond End of Year Book Value End of Year Fair Market Value
595620AM7 MIDAMERICAN ENERGY    
91282CFX4 U S TREASURY NT    

TY 2024 InvestmentsCorpStockSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Name of Stock End of Year Book Value End of Year Fair Market Value
20825C104 CONOCOPHILLIPS 2,537 2,384
79466L302 SALESFORCE COM INC    
654106103 NIKE INC    
278865100 ECOLAB INC    
445658107 HUNT J B TRANS SVCS    
166764100 CHEVRON CORP COM 3,429 7,885
824348106 SHERWIN WILLIAMS CO    
437076102 HOME DEPOT INC 7,334 17,273
03027X100 AMERICAN TOWER CORP 6,720 9,794
892356106 TRACTOR SUPPLY CO    
518439104 LAUDER ESTEE COS INC    
22822V101 CROWN CASTLE INTL CO    
237545108 DASSAULT SYSTEMES SA    
717081103 PFIZER INC    
383082104 GORMAN RUPP CO    
466032109 J & J SNACK FOODS CO    
92826C839 VISA INC COM CL A 2,579 6,564
803054204 SAP SE SPONSORED A D    
713448108 PEPSICO INC    
363576109 ARTHUR J GALLAGHER C    
09247X101 BLACKROCK INC    
479167108 JOHNSON OUTDOORS INC    
191216100 COCA COLA COMPANY    
640491106 NEOGEN CORP    
57636Q104 MASTERCARD INC 375 9,630
69351T106 PPL CORPORATION    
58933Y105 MERCK AND CO INC    
12709P103 CABOT MICROELECTRONI    
09073M104 BIO TECHNE CORP    
33829M101 FIVE BELOW    
92343X100 VERINT SYS INC COM    
02079K305 ALPHABET INC CL A 16,786 28,209
718172109 PHILIP MORRIS INTL    
806857108 SCHLUMBERGER LTD COM 3,865 3,380
641069406 NESTLE SA SPONSORED    
904767704 UNILEVER PLC SPONSOR    
693475105 P N C FINANCIAL SERV    
594918104 MICROSOFT CORP COM 25,699 43,214
22160N109 COSTAR GRP INC COM    
30303M102 META PLATFORMS INC 12,218 15,469
343498101 FLOWERS FOODS INC CO    
66987V109 NOVARTIS AG A D R    
136375102 CANADIAN NATL RAILWA    
23304Y100 DBS GROUP HLDGS LTD    
G5960L103 MEDTRONIC PLC SHS 7,510 8,122
83569C102 SONOVA HOLDING UNSPO    
458140100 INTEL CORP    
855244109 STARBUCKS CORP COM 3,556 4,547
577933104 MAXIMUS INC    
58155Q103 MCKESSON CORPORATION    
22160K105 COSTCO WHSL CORP 432 2,819
46625H100 JPMORGAN CHASE CO 2,364 17,478
02079K107 ALPHABET INC CL C    
256746108 DOLLAR TREE INC    
16359R103 CHEMED CORP    
433323102 HINGHAM INSTITUTION    
771195104 ROCHE HOLDINGS LTD S    
874039100 TAIWAN SEMICONDUCTOR    
502117203 LOREAL UNSPON A D R    
023135106 AMAZON.COM INC 3,374 15,217
037833100 APPLE INC COM 14,212 30,513
87612E106 TARGET CORP 3,907 4,523
001317205 AIA GROUP LTD ADR    
009126202 AIR LIQUIDE S A A D    
09857L108 BOOKING HOLDINGS INC    
049255706 ATLAS COPCO AB SPONS    
42328H109 HELIOS TECHNOLOGIES    
75513E101 RAYTHEON TECHNOLOGIE    
00287Y109 ABBVIE INC 5,773 6,238
14448C104 CARRIER GLOBAL CORPO    
89832Q109 TRUIST FINL CORP    
67066G104 NVIDIA CORP COM 16,546 25,613
74340W103 PROLOGIS INC 6,961 6,620
799926100 SANDOZ GROUP AG SPON    
002824100 ABBOTT LABORATORIES 5,501 6,183
00724F101 ADOBE SYS INC 4,899 4,292
007903107 ADVANCED MICRO DEVIC 5,676 8,639
031162100 AMGEN INC 4,446 5,017
032654105 ANALOG DEVICES INC 5,743 6,065
060505104 BANK OF AMERICA CORP 10,818 11,345
086516101 BEST BUY CO INC 5,513 4,294
09290D101 BLACKROCK INC COM 7,027 14,378
11135F101 BROADCOM INC 7,168 9,398
127097103 COTERRA ENERGY INC 2,692 2,366
17275R102 CISCO SYSTEMS INC 4,817 5,583
20030N101 COMCAST CORP CLASS A 6,411 5,848
217204106 COPART INC COM 3,109 2,538
235851102 DANAHER CORP 9,275 8,084
237194105 DARDEN RESTAURANTS I 3,061 3,428
26142V105 DRAFTKINGS INC NEW 4,788 5,450
29444U700 EQUINIX INC 2,708 2,356
438516106 HONEYWELL INTL INC 5,673 5,781
461202103 INTUIT COM 1,814 2,355
482480100 KLA CORP COM NEW 2,732 3,516
502431109 L3HARRIS TECHNOLOGIE 8,568 11,268
532457108 ELI LILLY CO 8,085 7,401
56585A102 MARATHON PETROLEUM C 3,956 4,765
58733R102 MERCADOLIBRE INC 3,653 4,748
595112103 MICRON TECHNOLOGY IN 5,294 6,003
609207105 MONDELEZ INTL INC CL 5,751 6,598
617446448 MORGAN STANLEY 6,798 7,835
65339F101 NEXTERA ENERGY INC 15,061 12,649
697435105 PALO ALTO NETWORKS I 8,393 7,986
747525103 QUALCOMM INC COM 4,849 4,550
78409V104 S P GLOBAL INC COM 2,890 3,307
808513105 SCHWAB CHARLES CORP 5,449 7,330
81762P102 SERVICENOW INC 5,464 5,659
852234103 BLOCK INC 3,053 2,704
871607107 SYNOPSYS INC 8,376 10,769
87422Q109 TALEN ENERGY CORP CO 3,409 6,041
882508104 TEXAS INSTRS INC COM 5,506 5,251
88339J105 TRADE DESK INC THE C 4,287 3,131
893641100 TRANSDIGM GROUP INC 3,789 4,825
90353T100 UBER TECHNOLOGIES IN 5,164 6,845
907818108 UNION PACIFIC CORP C 2,703 2,664
911312106 UNITED PARCEL SERVIC 3,585 2,499
91324P102 UNITEDHEALTH GROUP I 17,068 8,235
922475108 VEEVA SYSTEMS INC-CL 3,916 5,116
92537N108 VERTIV HOLDINGS CO 7,061 8,008
931142103 WALMART INC COM 5,676 5,977
G1151C101 ACCENTURE PLC IRELAN 7,336 5,609
G29183103 EATON CORP PLC SHS 5,712 6,925
G54950103 LINDE PLC 7,446 7,824

TY 2024 InvestmentsOtherSchedule2
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46434G103 ISHARES CORE MSCI EM      
46432F842 ISHARES CORE MSCI EA      
316146265 FIDELITY MID CAP IND      
464287804 ISHARES CORE S P SMA      
464288521 ISHARES CORE US REIT      
02508F745 AMERICAN CENTURY SMA AT COST 73,120 68,372
04314H568 ARTISAN HIGH INCOME AT COST 96,138 97,266
192476505 COHEN STEERS REALTY AT COST 54,808 52,313
464287200 ISHARES CORE S P 500 AT COST 213,344 234,278
464287226 ISHARES CORE U.S. AG AT COST 403,010 391,226
464287499 ISHARES RUSSELL MID AT COST 303,462 324,424
464288877 ISHARES MSCI EAFE VA AT COST 136,716 159,465
46434G764 ISHARES MSCI EMERGIN AT COST 187,873 211,703
52471E258 CLEARBRIDGE INTERNAT AT COST 146,358 160,133
641233200 NEUBERGER BERMAN GEN AT COST 74,042 70,848
74440B884 PGIM TOTAL RETURN BO AT COST 400,835 389,360
779556406 ROWE T PRICE MID CAP AT COST 124,297 122,338
861728400 STONE RIDGE HY REINS AT COST 139,660 136,155
90386K720 ULTIMUS MANAGE WESTW AT COST 50,856 50,673
921937694 VANGUARD MIDCAP VALU AT COST 111,319 114,186
92647K309 VICTORY TRIVALENT IN AT COST 71,499 88,806

TY 2024 LegalFeesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 8,750     8,750


TY 2024 OtherDecreasesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 127
TAX LOT BASIS ADJUSTMENT 128


TY 2024 OtherExpensesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAX 778 0   778
ADR FEES 18 18   0
SOS CORPORATION FEE 50 0   50
ASSOCIATION DUES 100 0   100
VISA MEMBERSHIPS 140 0   140
MOVING EXPENSES 3,719 0   3,719
PROPERTY SURVEY 6,838 0   6,838


TY 2024 OtherIncreasesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Description Amount
COST BASIS ADJUSTMENT 50


TY 2024 OtherProfessionalFeesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 25,318 22,786   2,532


TY 2024 TaxesSchedule
Name:
WESTERN INSTITUTE FOR NAT RE ED & P
EIN:
93-1234139
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 503 503   0
FEDERAL ESTIMATES 1,577 0   0
FOREIGN TAXES ON NQDS 318 318   0
PROPERTY TAXES 2,363 0   2,363