2024-11-01T08:59:39-07:00 2023-12-31 910861190 PETERSON & ASSOCIATES PS 14201 NE 20TH AVE B-101 VANCOUVER WA 98686 990PF 2023-01-01 910850194 Vancouver Methodist Foundation VANC 5037304166 401 E 33rd St Vancouver WA 98663 Cindy Kraft Treasurer 2024-11-01 true true Rachel Whetzel P02226624 3605740644 2023 2024-10-15 13:58:12Z X 2755244 X 108839 1489 1489 1489 36832 36832 36832 96128 856275 96851 2539 243288 135172 40860 1500 1500 25188 25188 2790 2790 767 767 30245 30245 0 275471 275471 305716 30245 275471 -62428 104927 40860 43990 25557 25557 206235 70546 70546 2400 2265768 2590898 2590898 79146 68243 68243 2595139 2757644 2755244 0 X 155150 317652 2439989 2439992 2595139 2757644 2595139 2757644 2595139 -62428 224933 2757644 2757644 Raymond James ST Covered P 2023-01-01 2023-12-31 39919 37380 2539 2539 Raymond James LT Covered P 2022-01-01 2023-12-31 219793 235182 -15389 -15389 2110.595 Delaware Mid Cap Growth Equity Fund P 2020-07-10 2023-02-02 57324 100000 -42676 -42676 100000 Discover Bank P 2022-08-01 2023-08-07 100000 99935 65 65 12785.825 Eaton Vance Floating Rate Advantage Fund P 2019-02-04 2023-02-02 127219 136020 -8801 -8801 344.123 Fidelity Select Medical Equipment & Syst P 2017-05-26 2023-02-02 22764 16126 6638 6638 3678.502 Primecap Odyssey Aggressive Growth Fund P 2010-03-10 2023-02-02 154534 97628 56906 56906 932662 T. Rowe Price New Horizons Fund Investor P 2013-04-23 2023-02-02 50000 37876 12124 12124 Capital Gain Dividends 84722 Wash Sale 723 96851 2539 1458 1458 1458 2400 2400 X 34 908 908 false false false false false false false true true true false false false false true N/A Cindy Kraft 5037304166 401 E 33rd Street Vancouver WA 986632203 false false false false false false false false false false false false false false false false false false false false false false Dean Lookingbill 401 E 33rd St Vancouver WA 98663 President 3.00 0 Kent Landerholm 401 E 33rd St Vancouver WA 98663 Vice President 1.00 0 Cindy Kraft 401 E 33rd St Vancouver WA 98663 Treasurer 3.00 0 Evan Hull 401 E 33rd St Vancouver WA 98663 Secretary 1.00 0 NONE NONE Study Grants (4) 111900 Individual Scholarship awards 53250 Other Charitable grants and programs 110321 2502026 173164 0 2675190 0 2675190 40128 2635062 131753 131753 1458 1458 130295 130295 130295 275471 275471 130295 196334 161905 155673 154283 110013 778208 275471 0 130295 145176 923384 0 196334 727050 161905 155673 154283 110013 145176 Ray Johnson 401 E 33rd Street Vancouver WA 98663 3605465591 Contact Foundation for relevant forms April 1 for Clark County, Other Awards open Clark County for some awards, seminary, charitable, educational S Congo Diocese co Trust Merchant B 401 E 33rd St Vancouver WA 98663 None Study Grant 98100 Forever Changed International 19215 SE 34th St Camas WA 98607 None Other Grants 13800 Student - Washington State Universi 401 E 33rd St Vancouver WA 98663 None Scholarship 15000 Vancouver First United Methodist Ch 401 E 33rd St Vancouver WA 98663 Other Grants 47008 Scholoarships paid under 5000 each 401 E 33rd St Vancouver WA 98663 Scholarship 38250 Other grants paid under 5000 each 401 E 33rd St Vancouver WA 98663 Other grants 63313 275471 1489 36832 96128 134449 134449 4 Contributed investment earnings to continue stable funding for scholarships, study grants and support of other 501(c)(3) organizations and their programs benefiting the community. false false false false false false false false false false X X 1 Pacific NW Annual Conference 1801 D Street Vancouver WA 98663 10000 X 2 Barbara John Shaffer P O Box 1784 Stanwood WA 98292 26050 X 3 Ann Kaufman 9604 NW 11 Ave Vancouver WA 98665 5000 X 4 Kevin Karen Smith 4963 NE 85th Street Seattle WA 98115 10000 X 5 Melvin Woodworth 401 E 33rd St Vancouver WA 98663 34717 X 6 Vancouver First United Methodist Ch 401 E 33rd St Vancouver WA 98663 12200 X 7 Jean Roberts 401 E 33rd St Vancouver WA 98663 8800 X 1500 1500 0 0 AMG Yacktman Fund Class I N/L 258075 258075 Delaware Value Fund (DDVIX) 212936 212936 First Eagle Overseas Fund (SGOIX) 186578 186578 T Rowe Price New Horizons (PRNHX) 109728 109728 Parnassus Core Equity Fund (PRBLX) 301209 301209 MFS International Div Fund Cl I (MDIJX) 126880 126880 Franklin Small Cap Value (FVADX) 116725 116725 Parnassus Mid Cap Fund (PARMX) 124245 124245 Allspring Special Mid Cap (WFMIX) 223653 223653 BMO Harris Bank, NA Chicago, IL 99222 99222 Bank Ozk Little Rock, AK 149948 149948 Delaware Small Cap Core Fund (DCCIX) 101685 101685 Delaware Ivy Mid Cap Growth Fund (IYMIX) 105647 105647 Loomis Sayles Growth Fund (LSGGRX) 258400 258400 Neuberger Bermand Genesis Fund (NBGNX) 102573 102573 Touchstone Mid Cap Fund (TMCCPX) 113394 113394 Fort Jones Contract AT COST 23712 23712 American Equities Pool 600 AT COST 44531 44531 Bank Charges 640 640 State of Wash Fees 85 85 Supplies 42 42 Raymond James Fees 25188 25188 0 0 Federal income tax 2111 2111 Foreign tax (on dividends) 679 679