2024-11-13T09:25:16-06:00 2023-12-31 910189318 MOSS ADAMS LLP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2023-01-01 882053935 GESA COMMUNITY FOUNDATION GESA 3605785351 PO BOX 500 RICHLAND WA 99352 PATSY GAYDA BOARD CHAIR 3605785351 2024-11-12 1 1 EMINA O CRESSWELL CPA P01217304 5097472600 2024-11-12 2023 2024-10-15 13:58:12Z PATSY GAYDA PO BOX 500 RICHLAND WA 99352 1005507 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. 4 4 0 5 0 0 552709 1005507 0 0 0 0 0 0 552709 1005507 523542 572336 0 0 0 0 0 0 0 0 1722 523542 574058 29167 431449 29167 460616 0 0 29167 460616 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 572336 572336 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. 572336 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 1 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 4 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X PATSY GAYDA 3605785351 PO BOX 500 RICHLAND WA 99352 RICHARD WADDLE TREASURER (THRU 12/23) 0.50 50.00 X X 0 431672 232864 BENJAMIN RUTLEDGE VICE CHAIR 0.50 50.00 X X 0 279217 83250 PATSY GAYDA BOARD CHAIR 0.50 25.00 X X 0 125639 2399 KIMBERLY HEADLEY SECRETARY 0.50 40.00 X X 0 92083 15909 DERREL EBERT BOARD MEMBER 0.50 X 0 0 0 AMBER MERRILL EXECUTIVE DIRECTOR 0.50 40.00 X 0 84652 7936 ANGELINE BROTHERTON EXECUTIVE DIRECTOR (THRU 6/23) 0.50 40.00 X 0 108174 7950 0 1121437 350308 0 0 1 0 0 965033 40474 1005507 1005507 0 0 0 476836 476836 95500 95500 1100 1100 572 572 BOOKS AND SUBSCRIPTIONS 50 50 574058 572336 1722 0 29157 173113 10 10 0 287493 29167 460616 0 0 X 29167 431549 0 29067 29167 460616 29167 460616 431449 0 X 0 0 0 X 552709 1005507 1558216 552709 1005507 1558216 1486578 71638 1558216 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 HIGHLAND SCHOOL DISTRICT #203 17000 SUMMITVIEW RD COWICHE WA 98923 916001616 GOVERNMENT 8953 0 ASSISTANCE TO EDUCATOR LOCAL HEROES WSU TRI-CITIES 2710 CRIMSON RICHLAND WA 99354 911075542 GOVERNMENT 12000 0 ASSISTANCE TO EDUCATOR LOCAL HEROES CBC FOUNDATION 2600 N 20TH AVE PASCO WA 99301 911307538 501C3 12000 0 ASSISTANCE TO EDUCATOR LOCAL HEROES KINGSPOINT CHRISTIAN SCHOOL 7900 W COURT ST PASCO WA 99301 911736366 501C3 17753 0 ASSISTANCE TO EDUCATOR LOCAL HEROES WHITMAN MIDDLE SCHOOL PTSA 9201 15TH AVE NW SEATTLE WA 98117 911170778 501C3 15000 0 ASSISTANCE TO EDUCATOR LOCAL HEROES UNITED WE RESCUE 3915 S JOHNSON RD SPOKANE VALLEY WA 99206 871064215 501C3 10000 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES MEDIC ONE FOUNDATION 11747 NE ST SUITE 310 BELLEVUE WA 98005 916183158 501C3 10000 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES CITY OF WALLA WALLA 200 S 12TH AVE WALLA WALLA WA 99362 916001290 GOVERNMENT 10000 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES COLUMBIA WALLA WALLA FIRE DISTRICT #2 234 MAIN ST WAITSBURG WA 99361 911633693 GOVERNMENT 10000 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES BENTON COUNTY FIRE DISTRICT #2 1304 DALE AVE BENTON CITY WA 99320 911240107 GOVERNMENT 10000 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES GRANT COUNTY FIRE DISTRICT 13 1227 BERSCHAUER INDUSTRIAL EPHRATA WA 98823 300531417 GOVERNMENT 25119 0 ASSISTANCE TO FIREFIGHTERS LOCAL HEROES ST ANNE HOSPITAL FOUNDATION 16259 SYLVESTER RD SW UNIT 101 BURIEN WA 98166 911171170 501C3 10000 0 ASSISTANCE TO HEALTHCARE LOCAL HEROES TRIOS HEALTH 3730 PLAZA WAY KENNEWICK WA 99336 823962056 501C3 20000 0 ASSISTANCE TO HEALTHCARE LOCAL HEROES CITY OF COVINGTON 16720 SE 27 1ST ST STE 100 COVINGTON WA 98042 911829887 GOVERNMENT 7500 0 ASSISTANCE TO POLICE LOCAL HEROES SUNNYSIDE POLICE DEPARTMENT 401 HOMER ST SUNNYSIDE WA 98944 916001284 GOVERNMENT 15000 0 ASSISTANCE TO POLICE LOCAL HEROES WEST RICHLAND POLICE DEPARTMENT 7920 W VAN GEISEN ST WEST RICHLAND WA 99353 916011881 GOVERNMENT 11220 0 ASSISTANCE TO POLICE LOCAL HEROES YAKIMA VALLEY CRIME LAB 311 N 4TH ST STE 204 YAKIMA WA 98901 472455606 GOVERNMENT 8000 0 ASSISTANCE TO POLICE LOCAL HEROES EASTERN WASHINGTON UNIVERSITY FOUNDATION 333 EAGLE LN 102 SUTTON HALL CHENEY WA 99004 911019819 501C3 8000 0 SCHOLARSHIP AWARDED TO MERELIN PEREZ BLUE MOUNTAIN ACTION COUNCIL 8 E CHERRY ST WALLA WALLA WA 99362 910793597 501C3 8000 0 ASSISTANCE TO VETERANS LOCAL HEROES WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99251 910473310 501C3 25000 0 ASSISTANCE TO VETERANS LOCAL HEROES SERVICE PEACE WARRIORS 1781 N BELLEVUE RD ELTOPIA WA 99330 811192452 501C3 49893 0 ASSISTANCE TO VETERANS LOCAL HEROES DRESS FOR SUCCESS SEATTLE 600 PINE STREET STE 310 SEATTLE WA 98101 911925352 501C3 30000 0 ASSISTANCE TO VETERANS LOCAL HEROES MEMORIAL FOUNDATION 3111 TIETON DR YAKIMA WA 98902 911022358 501C3 9000 0 ASSISTANCE TO VETERANS LOCAL HEROES INNOVIA FOUNDATION 818 W RIVERSIDE AVE STE 650 SPOKANE WA 99201 910941053 501C3 40000 0 DONATIONS FOR WILDFIRE RELIEF (WASHINGTON STATE 2023) INVESTED 606 OAKESDALE AVE SW STE C202 RENTON WA 98057 237189670 501C3 15000 0 DONATIONS FOR WILDFIRE RELIEF (WASHINGTON STATE 2023) NEW HOPE RESOURCE CENTER 4211 E COLBERT RD COLBERT WA 99005 943167688 501C3 20000 0 DONATIONS FOR WILDFIRE RELIEF (WASHINGTON STATE 2023) AMERICAN RED CROSS PO BOX 37839 BOONE IA 37839 530196605 501C3 5309 0 DONATIONS FOR WILDFIRE RELIEF (WASHINGTON STATE 2023) 27 0 COLLEGE SCHOLARSHIPS AND LOAN REPAYMENT ASSISTANCE 35 95500 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 (THRU 12/23) 0 379176 0 40706 0 11790 0 214069 0 18795 0 664536 0 0 BENJAMIN RUTLEDGE VICE CHAIR 0 241259 0 25406 0 12552 0 67432 0 15818 0 362467 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 965033 CASH