Civic Intelligence

Mcleod Family and Educational Trust B

990PF • Fiscal year 2011 • EIN 20-3895259

Jan 01, 2011 to Dec 31, 2011 • Filed on May 12, 2012

Organization Profile
Rmp US Bank Bldg 422 W Riverside99201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$741,586

No earlier filing loaded for comparison.

Net Assets

$741,586

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$36,290

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $741,586Liabilities 2011: $0Net Assets 2011: $741,5862011Assets 2012: $737,086Liabilities 2012: $12012Assets 2013: $739,633Liabilities 2013: $0Net Assets 2013: $739,6332013Assets 2014: $759,450Liabilities 2014: $0Net Assets 2014: $759,4502014Assets 2015: $778,918Liabilities 2015: $0Net Assets 2015: $778,9182015Assets 2016: $785,471Liabilities 2016: $0Net Assets 2016: $785,4712016Assets 2017: $811,147Liabilities 2017: $0Net Assets 2017: $811,1472017Assets 2018: $803,018Liabilities 2018: $0Net Assets 2018: $803,0182018Assets 2019: $762,548Liabilities 2019: $0Net Assets 2019: $762,5482019Assets 2020: $80,743Liabilities 2020: $0Net Assets 2020: $80,7432020Assets 2021: $62,658Liabilities 2021: $0Net Assets 2021: $62,6582021Assets 2022: $45,577Liabilities 2022: $0Net Assets 2022: $45,5772022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$741,586
Liabilities$0
Net Assets$741,586
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $36,2902011Revenue 2012: $19,265Expenses 2012: $23,765Net Income 2012: -$4,5002012Revenue 2013: $47,340Expenses 2013: $44,793Net Income 2013: $2,5472013Revenue 2014: $53,976Expenses 2014: $34,159Net Income 2014: $19,8172014Revenue 2015: $51,910Expenses 2015: $32,442Net Income 2015: $19,4682015Revenue 2016: $47,299Expenses 2016: $41,939Net Income 2016: $5,3602016Revenue 2017: $52,753Expenses 2017: $30,089Net Income 2017: $22,6642017Revenue 2018: $42,687Expenses 2018: $50,449Net Income 2018: -$7,7622018Revenue 2019: $110,989Expenses 2019: $150,562Net Income 2019: -$39,5732019Revenue 2020: $123,493Expenses 2020: $806,483Net Income 2020: -$682,9902020Revenue 2021: $7Expenses 2021: $16,275Net Income 2021: -$16,2682021Revenue 2022: $36Expenses 2022: $17,117Net Income 2022: -$17,0812022Revenue 2023: $23Expenses 2023: $45,600Net Income 2023: -$45,5772023

Highlighted filing

2011

Revenue-
Expenses$36,290
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LARSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPNONECASHMERE, WA, US$5,001
Paid Grant-SCHOLARSHIPNONECASHMERE, WA, US$5,000
Paid Grant-SCHOLARSHIPNONECASHMERE, WA, US$5,000
Paid Grant-SCHOLARSHIPNONECASHMERE, WA, US$5,000
Paid Grant-SCHOLARSHIPNONECASHMERE, WA, US$4,550
Filing and Contact Details

Filer

EIN
20-3895259
Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01270
AccountingFeesSchedule/AccountingFees/Category0LEFFEL, OTIS AND WARWICK
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01270
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0155900
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0154262
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0VARIOUS CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0406671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0410802
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INCOME FUND & GROWTH FUND OF AMERICA
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012506
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-1011
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount011644
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount024150
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-1011
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023139
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps024551
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss024551
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm012506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss012506
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-13151
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0156594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm011644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss011644
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-1011
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome020830
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm03320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03320
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps025821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss036290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome024150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses023139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss011739
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY094064
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0155900
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0154262
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0394166
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0406671
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0410802
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0754737
IRS990PF/BalanceSheets/RetainedEarningsEOY0741586
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0266507
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0179015
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0179015
IRS990PF/BalanceSheets/TotalAssetsBOY0754737
IRS990PF/BalanceSheets/TotalAssetsEOY0741586
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0744079
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0754737
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0741586
IRS990PF/BalanceSheets/TotalNetAssetsBOY0754737
IRS990PF/BalanceSheets/TotalNetAssetsEOY0741586
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-1011
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis049860
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149688
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis24567
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis33057
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis450433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-05-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-12-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-09-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-09-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-10-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset050000 NATL RURAL INTERNOTES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset150000 M I BK F S B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23914 CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32609 CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset450000 CATERPILLAR POWER NOTES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1312
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-609
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0140
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1312
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-609
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-421
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice150000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23958
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32636
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice450000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-433
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-13151
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0741586
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0754737
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0741586
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted036954
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj036954
IRS990PF/DistributableAmount/DistributableAmountBeforeDed036954
IRS990PF/DistributableAmount/MinimumInvestmentReturn037371
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0417
IRS990PF/DistributableAmount/TotalTax0417
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0143
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0560
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0417
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0143
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0417
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0417
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0560
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0744079
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0758804
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0157957
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0600847
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable011382
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn037371
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0747422
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0758804
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN LARSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10US BANK BLD ONE SKYWALK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SPOKANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode099201
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions025821
IRS990PF/QualifyingDistributions/ExpensesAndContributions025821
IRS990PF/QualifyingDistributions/QualifyingDistributions025821
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JOHN LARSON ONE SKYWALK US
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05096243174
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10BANK BLDG 422 W RIVERSIDE AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SPOKANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode099201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear202009
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear302008
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SummaryOfDirectCharitableActy/Description10STUDENT SCHOLARSHIPS
IRS990PF/SummaryOfDirectCharitableActy/Expenses1024551
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written application along with high school transcripts, a personal statement, letters of recommendation and parents' tax return are to be mailed to Gary.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GARY MCLEOD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber05096243174
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10565 NE 7TH STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0EAST WENATCHEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode098802
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards01) First preference given to graduates of Cashmere High School. If no Cashmere H.S. students available, then scholarships may be awarded to students from any high school in Chelan County.2) Applicants shall not receive other scholarships or grants in excess of $5,000 for current school year.3) Only students who maintain at least a "C" average in the institute of higher learning shall be eligible for further distributions.4) Students must be enrolled in an accredited institution of higher learning or a business vocational or trade school within the State of Washington.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0Submission deadlines vary each year - around end of March
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0WHITNEY THROGMORTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1BENJAMIN CONRAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2KEVIN HOYER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3JESSICA BAILEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4KYLE D KENOYER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10108 CREEKSIDE PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114790 MISSION CREEK RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123330 RED APPLE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 86
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143330 RED APPLE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CASHMERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CASHMERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CASHMERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CASHMERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CASHMERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode198815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode298815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode398815
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode498815
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear024551
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1025821
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted036954
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax020148
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome020148
IRS990PF/UndistributedIncome/QualifyingDistributions025821
IRS990PF/UndistributedIncome/TaxableAmount209048
IRS990PF/UndistributedIncome/TotalForPriorYears020148
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY036954
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear034869
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03320
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0RICHARDS, MERRILL & PETERSON, INC.
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03320
TaxesSchedule/Taxes/Amount06458
TaxesSchedule/Taxes/Amount1560
TaxesSchedule/Taxes/Amount2131
TaxesSchedule/Taxes/Category0FORM 4720 INCOME TAX
TaxesSchedule/Taxes/Category12011 ESTIMATED TAX
TaxesSchedule/Taxes/Category22010 FROM 4720 PENALTY
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203895259
ReturnHeader/Filer/Name/BusinessNameLine10MCLEOD FAMILY AND EDUCATIONAL TRUST B
ReturnHeader/Filer/NameControl0MCLE
ReturnHeader/Filer/Phone05096243174
ReturnHeader/Filer/USAddress/AddressLine10RMP US BANK BLDG 422 W RIVERSIDE
ReturnHeader/Filer/USAddress/City0SPOKANE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode099201
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-12
ReturnHeader/Officer/Name0JOHN LARSON
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LEFFEL OTIS & WARWICK PS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 129
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DAVENPORT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0991220129
ReturnHeader/Preparer/Name0James H Leffel
ReturnHeader/Preparer/Phone05096590125
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-18T11:26:24-07:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$741,586
Liabilities
$0
Net assets
$741,586
Revenue
-
Expenses
$36,290
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.46$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.00$0.17$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.23$8.06$6.83
2019Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.11$1.51$0.40
2018Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.43$0.50$0.08
2017Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.53$0.30$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.47$0.42$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.52$0.32$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.54$0.34$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.47$0.45$0.03
2012Summary only. Only limited summary data is available for this year.$7.37$0.00$0.19$0.24$0.05
2011Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.36