2023-11-15T17:55:06-06:00 2022-12-31 810987947 HAUSER JONES & SAS PLLC 10940 NE 33RD PLACE SUITE 100 BELLEVUE WA 98004 990PF 2022-01-01 911703337 BECU FOUNDATION BECU 2064395700 12770 GATEWAY DR S MSC 1011-1 TUKWILA WA 981683309 GLORIA DIXON EXECUTIVE DIRECTOR 2064395700 2023-11-14 1 GLORIA DIXON 999009999 0 LINDSEY SAS CPA P01620141 4258891778 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6397710 X 2942811 3065 3065 117088 117088 -19922 3902549 0 3043042 120153 0 0 0 0 0 26662 5332 0 21330 288879 80429 0 0 38107 0 0 2000 353648 85761 0 23330 2256379 2256379 2610027 85761 0 2279709 433015 34392 0 412369 722503 722503 107612 16955 107612 107612 8000 3740 3740 1141361 976959 976959 3698262 3494201 3494201 1192327 1092469 1092469 43157 226 226 6512431 6397710 6397710 5269 246489 5269 246489 X 4444043 3607503 2063119 2543718 6507162 6151221 6512431 6397710 6507162 433015 0 6940177 788956 6151221 PUBLICLY TRADED SECURITIES - ST 2022-01-01 2022-12-31 1687011 1731193 -44182 -44182 PUBLICLY TRADED SECURITIES - LT 2020-12-31 2022-12-31 2215491 2191278 24213 24213 CAPITAL GAIN DISTRIBUTION 2020-12-31 2022-12-31 47 47 47 -19922 -44182 478 0 478 0 478 1160 0 0 0 1160 0 682 682 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.BECU.ORG GLORIA DIXON 2064395700 12770 GATEWAY DR S MSC 1011-1 TUKWILA WA 98168 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BRUCE FLORSHEIM 12770 GATEWAY DR S TUKWILA WA 98168 PRESIDENT 1.00 0 0 0 ANDREA MAIN 12770 GATEWAY DR S TUKWILA WA 98168 VICE PRESIDENT 1.00 0 0 0 ROGER MAULDIN 12770 GATEWAY DR S TUKWILA WA 98168 TREASURER 1.00 0 0 0 DENIS FARMER 12770 GATEWAY DR S TUKWILA WA 98168 SECRETARY 1.00 0 0 0 GLORIA DIXON 12770 GATEWAY DR S TUKWILA WA 98168 EXECUTIVE DIRECTOR 1.00 0 0 0 TISHA HELD 12770 GATEWAY DR S TUKWILA WA 98168 MANAGER 1.00 0 0 0 LEANNE MOSS 12770 GATEWAY DR S TUKWILA WA 98168 MEMBER AT LARGE 1.00 0 0 0 DARRELL POWELL 12770 GATEWAY DR S TUKWILA WA 98168 MEMBER AT LARGE 1.00 0 0 0 FAALUAINA PRITCHARD 12770 GATEWAY DR S TUKWILA WA 98168 MEMBER AT LARGE 1.00 0 0 0 JENNIFER TEUNON 12770 GATEWAY DR S TUKWILA WA 98168 MEMBER AT LARGE 1.00 0 0 0 NONE 0 NONE 0 0 5611158 1611918 111578 7334654 0 0 7334654 110020 7224634 361232 361232 478 478 360754 0 360754 0 360754 2279709 0 2279709 360754 0 0 116612 49978 212670 265545 443337 1088142 2279709 0 0 0 360754 1918955 0 0 3007097 0 0 0 0 0 0 116612 2890485 49978 212670 265545 443337 1918955 GLORIA DIXON 12770 GATEWAY DR S TUKWILA WA 98168 2064395700 FORM IS AVAILABLE ONLINE JANUARY 1ST AT WWW.BECU.ORG MARCH 31ST NO RESTRICTIONS OR LIMITATIONS REFUGEE ARTISAN INITIATIVE 12337 LAKE CITY WAY NE SEATTLE WA 98125 PC GREEN EQUITY INITIATIVE 100000 BIKE WORKS 3715 S HUDSON STREET SUITE 101 SEATTLE WA 98118 PC GREEN EQUITY INITIATIVE 80000 BLACK FARMERS COLLECTIVE 1114 31ST AVENUE S SEATTLE WA 98144 PC GREEN EQUITY INITIATIVE 90000 CENTER FOR INCLUSIVE ENTREPRENEURSHIP 13925 INTERURBAN AVENUE S SUITE 100 SEATTLE WA 98168 PC GREEN EQUITY INITIATIVE 90000 EARTHGEN 4649 SUNNYSIDE AVENUE NSUITE 305 SEATTLE WA 98103 PC GREEN EQUITY INITIATIVE 90000 EMERALD CITIES COLLABORATIVE 1140 CONNECTICUT AVENUE STE 900B WASHINGTON DC 20036 PC GREEN EQUITY INITIATIVE 90000 FORTERRA NW PO BOX 4189 SEATTLE WA 98194 PC GREEN EQUITY INITIATIVE 10000 HARBOR WILDWATCH 3207 HARBORVIEW DRIVE GIG HARBOR WA 98335 PC GREEN EQUITY INITIATIVE 90000 MINI MART CITY PARK 6525 ELLIS AVENUE S SEATTLE WA 98108 PC GREEN EQUITY INITIATIVE 10000 NORTHWEST INNOVATION RESOURCE CENTER 2200 RIMLAND DRIVE SUITE 210 BELLINGHAM WA 98226 PC GREEN EQUITY INITIATIVE 10000 OUR CLIMATE EDUCATION FUND 1 THOMAS CIRCLE NW SUITE 700 WASHINGTON DC WA 20005 PC GREEN EQUITY INITIATIVE 80000 SEATTLE GOOD BUSINESS NETWORK 1143 MARTIN LUTHER KING JR WAY 77 SEATTLE WA 98122 PC GREEN EQUITY INITIATIVE 10000 SPOKANE NEIGHBORHOOD ACTION PARTNERS 3102 WEST FORT GEORGE WRIGHT DRIVE SPOKANE WA 99224 PC GREEN EQUITY INITIATIVE 15000 WASHINGTON WILD 305 NORTH 83RD STREET SEATTLE WA 98103 PC GREEN EQUITY INITIATIVE 100000 KING COUNTY BAR FOUNDATION 1200 5TH AVENUE SUITE 700 SEATTLE WA 98101 PC HOUSING STABILITY GRANT 100000 SOLID GROUND WASHINGTON 1501 N 45TH STREET SEATTLE WA 98103 PC HOUSING STABILITY GRANT 100000 MULTI-SERVICE CENTER 1200 S 336TH STREET FEDERAL WAY WA 98003 PC HOUSING STABILITY GRANT 100000 BYRD BARR PLACE 722 18TH AVENUE SEATTLE WA 98122 PC HOUSING STABILITY GRANT 100000 EL CENTRO DE LA RAZA 2524 16TH AVENUE S SEATTLE WA 98144 PC HOUSING STABILITY GRANT 100000 SPOKANE NEIGHBORHOOD ACTION PARTNERS 3102 W WHISTALKS WAY SPOKANE WA 99224 PC HOUSING STABILITY GRANT 100000 REBUILDING TOGETHER SOUTH SOUND 4019 S ORCHARD STREE TACOMA WA 98516 PC HOUSING STABILITY GRANT 100000 NORTHWEST JUSTICE PROJECT 401 2ND AVENUE S SUITE 407 SEATTLE WA 98104 PC HOUSING STABILITY GRANT 100000 PARKVIEW SERVICES 4720 200TH STREET SW SUITE 200 LYNNWOOD WA 98036 PC HOUSING STABILITY GRANT 10000 NEIGHBORS TOGETHER INC 2105 COSGROVE AVENUE NORTH CHARLESTON SC 29405 HOUSING STABILITY GRANT 10000 FREEDOM CHURCH OF JESUS CHRIST WORLDWIDE 7817 S 125TH STREET SEATTLE WA 98178 PC HOUSING STABILITY GRANT 10000 INTERIM COMMUNITY DEVELOPMENT ASSOCIATION 310 MAYNARD AVENUE S SEATTLE WA 98104 PC HOUSING STABILITY GRANT 10000 MI CENTRO 1208 S 10TH STREET TACOMA WA 98405 PC HOUSING STABILITY GRANT 10000 TACOMA URBAN LEAGUE 2550 S YAKIMA AVENUE SUITE A TACOMA WA 98105 PC HOUSING STABILITY GRANT 10000 ABUSED DEAF WOMENS ADVOCACY SERVICES 8623 ROOSEVELT WAY NE SEATTLE WA 98115 PC HOUSING STABILITY GRANT 10000 WASHINGTON STATE OPPORTUNITY SCHOLARSHIP (WSOS) 1414 31ST AVE S SUITE 302 SEATTLE WA 98144 NC SCHOLARSHIPS FOR LOW AND MIDDLE-INCOME WASHINGTON STUDENTS 475000 INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS) 40 BURTON HILLS BOULEVARD SUITE 170 NASHVILLE TN 37215 NC FINANCIAL ASSISTANCE TO THE STUDENTS WE INTERACT WITH EACH AND EVERY DAY 46379 2256379 0 14 3065 14 117088 18 -19922 0 100231 0 100231 0 0 0 0 0 0 0 0 1 1c 260563 BOEING EMPLOYEES' CREDIT UNION BOEING EMPLOYEES CREDIT UNION AND BECU FOUNDATION SHARED GENERAL ADMINISTRATION EXPENSES FOR MARKETING, LEGAL, COMPLIANCE, OFFICE SUPPLIES AND SUPPORT SERVICES THAT ARE BASED ON THE VALUE OF TIME AND MATERIALS THAT ARE DONATED BY BOEING EMPLOYEES CREDIT UNION. 1 BOEING EMPLOYEES' CREDIT UNION 501(C)(14) SUBSTANTIAL CONTRIBUTOR X X 1 BOEING EMPLOYEES' CREDIT UNION 12770 GATEWAY DRIVE S TUKWILA WA 98168 2389893 X 2 VISA INCENTIVES 1 MARKET ST 600 SAN FRANCISCO CA 94105 50000 X 3 COMPLETE OFFICE 11521 E MARGINAL WAY S STE 100 SEATTLE WA 98168 6103 X 4 BOEING EMPLOYEES' CREDIT UNION 12770 GATEWAY DRIVE S TUKWILA WA 98168 260563 X 5 WILD WAVES HOLDINGS LLC 36201 ENCHANTED PARKWAY S FEDERAL WAY WA 98003 11877 X 6 CU CREDIT SOLUTIONS GROUP 1217 DUCKWOOD CT WHITE LAKE MI 48383 100000 X 7 MASTER CARD 123 MISSION STREET SUITE 1700 SAN FRANCISCO CA 94105 50000 X 8 AARP - AMANDA FRAME 18000 INTERNATIONAL BLVD SUITE 1020 SEATAC WA 98188 5000 X 4 SHARED ADMINISTRATION EXPENSES 260563 2022-12-31 ACCOUNTING FEES 26662 5332 0 21330 ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 308386 308386 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 784083 784083 ISHARES CORE S&P MID-CAP ETF 406133 406133 ISHARES CORE S&P SMALL-CAP ETF 400800 400800 ISHARES MSCI USA ESG SLECT ETF 370111 370111 ISHARES TR CORE MSCI EAFE ETF 619235 619235 ISHARES INC CORE MSCI EMKT 509123 509123 SPDR S&P 500 ETF TRUST 474596 474596 VANGUARD INDEX FDS VANGUARD VALUE ETF 714203 714203 976959 976959 0 0 ACCRUED CONTRIBUTION RECEIVABLE 43156 226 226 ACCRUED INTEREST RECEIVABLE 1 UNREALIZED INVESTMENT LOSS 788956 BANK SERVICE FEES 120 0 0 0 BOOKS SUBSCRIPTIONS REFERENCE 1200 0 0 0 BUSINESS REGISTRATION FEES 180 0 0 0 CONFERENCES, CONVENTION & MEETING 750 0 0 0 INSURANCE - LIABILITY 1072 0 0 0 INTEREST EXPENSES 174 0 0 0 LEGAL FEES 23294 0 0 0 MEALS, FOOD & BEVERAGE 3071 0 0 0 POSTAGE & MAILING SERVICE 14 0 0 0 PROFESSIONAL SERVICES 5000 0 0 0 SCHOLARSHIP ADMIN 2000 0 0 2000 SOFTWARE EXPENSE 937 0 0 0 SUPPLIES 295 0 0 0 CONSULTING FEES 260563 52113 0 0 INVESTMENT MANAGEMENT FEES 28316 28316 0 0