2023-11-13T16:07:59-06:00 2022-12-31 910189318 MOSS ADAMS LLP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2022-03-31 882053935 GESA COMMUNITY FOUNDATION GESA 3605785351 PO BOX 500 RICHLAND WA 99352 RICHARD WADDLE TREASURER 3605785351 2023-11-13 1 RICHARD WADDLE 999009999 0 EMINA O CRESSWELL CPA P01217304 5097472600 2023-11-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RICHARD WADDLE PO BOX 500 RICHLAND WA 99352 552709 0 X N/A X 2022 WA THE MISSION OF THE FOUNDATION IS PROVIDING CHARITABLE, EDUCATIONAL AND COMMUNITY SUPPORT SERVICES AND ACTIVITIES FOR IMPROVING THE LIVES OF MEMBERS OF GESA CREDIT UNION AND THEIR FAMILIES AND COMMUNITIES. 5 5 0 5 0 0 552709 0 0 0 552709 523542 0 0 0 0 0 523542 29167 29167 0 29167 X THE FOUNDATION'S CHARITABLE PURPOSE IS IMPROVING THE LIVES OF ITS COMMUNITY MEMBERS AND THE COMMUNITIES IT SERVES BY SUPPORTING ORGANIZATIONS THAT FOCUS ON PROJECTS THAT SUPPORT SCHOOLS, LOCAL HEROES, FINANCIAL WELLNESS/EDUCATION, AND GENERAL COMMUNITY SUSTAINABILITY. 0 0 523542 523542 552709 GRANT ADMINISTRATION: THE FOUNDATION WILL PRIMARILY FOCUS ON FULFILLING COMMUNITY CHARITABLE GIVING GOALS AND GRANT REQUESTS FROM NON-PROFIT ORGANIZATIONS IN THE COMMUNITIES THAT IT SERVES. 523542 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X RICHARD WADDLE 3605785351 PO BOX 500 RICHLAND WA 99352 RICHARD WADDLE TREASURER 0.50 50.00 X X 0 430236 52785 BEN RUTLEDGE VICE CHAIR 0.50 50.00 X X 0 273842 63905 PATSY GAYDA BOARD CHAIR 0.50 25.00 X X 0 175352 20001 KIMBERLY HEADLEY SECRETARY 0.50 40.00 X X 0 97288 20155 DERREL EBERT BOARD MEMBER 0.50 X 0 0 0 ANGELINE BROTHERTON EXECUTIVE DIRECTOR 0.50 40.00 X 0 138541 13009 0 1115259 169855 0 0 1 0 0 552609 100 552709 552709 0 0 0 523542 523542 523542 523542 0 0 0 29157 0 10 0 29167 0 0 X 0 0 0 0 0 29167 0 29167 0 29167 29167 0 X 0 0 0 X 552709 552709 552709 552709 541655 11054 552709 X PART II, SHORT YEAR EXPLANATION: 2022 TAX YEAR IS A SHORT YEAR DUE TO INITIAL FORMATION ON MARCH 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SEATTLE YOUTH SYMPHONY ORCHESTRA 11065 FIFTH AVE NE SUITE A SEATTLE WA 98125 910493840 501C3 15000 0 DIRECT SUPPORT FOR EDUCATION WORKERS SEATTLE PUBLIC SCHOOLS NO 1 PO BOX 34165 MS 33-343 SEATTLE WA 98124 916001541 GOVERNMENT 7000 0 DIRECT SUPPORT FOR EDUCATION WORKERS NORTHWEST MUSEUM OF ARTS AND CULTURE 2316 W 1ST AVE SPOKANE WA 99201 916000186 501C3 15000 0 DIRECT SUPPORT FOR EDUCATION WORKERS CBC FOUNDATION 2600 N 20TH PASCO WA 99301 911307538 501C3 20000 0 DIRECT SUPPORT FOR EDUCATION WORKERS MEAD HS CHEMISTRY 2323 EAST FARWELL ROAD MEAD WA 99021 910793152 GOVERNMENT 10500 0 DIRECT SUPPORT FOR EDUCATION WORKERS LEONA LIBBY MS 6972 KEENE RD WEST RICHLAND WA 99353 916001629 GOVERNMENT 5750 0 DIRECT SUPPORT FOR EDUCATION WORKERS MEDIC ONE FOUNDATION 11747 NE 1ST STREET SUITE 310 BELLEVUE WA 98005 916183158 501C3 21000 0 DIRECT SUPPORT FOR FIRE FIGHTERS CITY OF WALLA WALLA 15 N 3RD AVE WALLA WALLA WA 99362 916001290 GOVERNMENT 35000 0 DIRECT SUPPORT FOR FIRE FIGHTERS COLUMBIA WALLA WALLA FIRE DISTRICT 2 PO BOX 925 WAITSBURG WA 99361 911633693 GOVERNMENT 13614 0 DIRECT SUPPORT FOR FIRE FIGHTERS YOUNG OFFICERS ON FIRE LLC 4906 MEADOW VIEW DRIVE PASCO WA 99301 874834054 501C3 8000 0 DIRECT SUPPORT FOR FIRE FIGHTERS FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 911935159 501C3 6420 0 DIRECT SUPPORT FOR HEALTHCARE WORKERS ST ANNE HOSPITAL FOUNDATION 16259 SYLVESTER RD SW 101 BURIEN WA 98166 911171170 501C3 6420 0 DIRECT SUPPORT FOR HEALTHCARE WORKERS MARTHA & MARY LUTHERAN SERVICES PO BOX 127 POULSBO WA 98370 910567265 501C3 9937 0 DIRECT SUPPORT FOR HEALTHCARE WORKERS CIY OF UNION GAP PO BOX 3008 UNION GAP WA 98903 916001287 GOVERNMENT 46500 0 DIRECT SUPPORT FOR POLICE OFFICERS CITY OF SUNNYSIDE 818 E EDISON AVE SUNNYSIDE WA 98944 916001284 GOVERNMENT 37550 0 DIRECT SUPPORT FOR POLICE OFFICERS CHELAN COUNTY MOUNTAIN RESCUE ASSOCIATION 520 N MASON AVE EAST WENATCHEE WA 98802 911228985 501C3 7292 0 DIRECT SUPPORT FOR POLICE OFFICERS CITY OF KENNEWICK PO BOX 6108 KENNEWICK WA 99336 916001253 GOVERNMENT 5400 0 DIRECT SUPPORT FOR POLICE OFFICERS VOLUNTEERS LOVE SERVING VETERANS 444 EASY ST WALLA WALLA WA 99362 872031568 501C3 6500 0 DIRECT SUPPORT FOR VETERANS FREE REIGN THERAPEUTIC RIDING PO BOX 30893 SPOKANE WA 99223 208377385 501C3 10000 0 DIRECT SUPPORT FOR VETERANS BREMERTON CHAMBER OF COMMERCE 409 PACIFIC AVE SUITE 207 BREMERTON WA 98337 910153620 501C3 15000 0 DIRECT SUPPORT FOR VETERANS WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501C3 15000 0 DIRECT SUPPORT FOR VETERANS DRESS FOR SUCCESS SEATTLE 600 PINE STREET SUITE 310 SEATTLE WA 98101 911925352 501C3 34577 0 DIRECT SUPPORT FOR VETERANS FRIENDS OF DISABLED VETERANS 2816 S TACOMA ST KENNEWICK WA 99337 813168359 501C3 50000 0 DIRECT SUPPORT FOR VETERANS WENATCHEE RESCUE MISSION PO BOX 2046 WENATCHEE WA 98807 911268801 501C3 12000 0 DIRECT SUPPORT FOR VETERANS THERAPEUTIC RIDING OF TRI-CITIES 104 E 41ST PLACE KENNEWICK WA 99337 463822277 501C3 10000 0 DIRECT SUPPORT FOR VETERANS 25 0 PART I, LINE 2: THE FOUNDATION WILL REQUIRE FOLLOW UP REPORTS FROM RECIPIENTS TO MONITOR AND CONFIRM CHARITABLE PURPOSE OF FOUNDATION FULFILLED. RECORDS MAINTAINED WILL INCLUDE : GRANT APPLICATIONS; COMMITTEE SELECTION MINUTES; SCHEDULE OF GRANTS AND GRANT RECIPIENTS; AND A GRANT REVIEW CHECKLIST COMPLETED WITH FOLLOW UP REVIEW. 0 0 0 0 0 0 0 0 0 RICHARD WADDLE TREASURER 0 368378 0 51122 0 10736 0 21532 0 31253 0 483021 0 0 BEN RUTLEDGE VICE CHAIR 0 229915 0 32494 0 11433 0 34347 0 29558 0 337747 0 0 PATSY GAYDA BOARD CHAIR 0 144697 0 26004 0 4651 0 14624 0 5377 0 195353 0 0 ANGELINE BROTHERTON EXECUTIVE DIRECTOR 0 126139 0 12109 0 293 0 -213 0 13222 0 151550 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A AN ANNUAL MEETING OF MEMBERS WILL BE HELD FOR THE PURPOSE OF ELECTING DIRECTORS TO THE FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING ASSISTANT MANAGER AND TREASURER WILL REVIEW THE ORGANIZATION'S FORM 990. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTIONS OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. GESA CREDIT UNION 51 GAGE BLVD RICHLAND WA 99352 910616262 FINANCIAL SERVICES WA 501(C)(14) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GESA CREDIT UNION C 552609 CASH