2024-05-09T11:01:20-05:00 2023-06-30 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE Chicago IL 60606 990 2022-07-01 916095959 BELLARMINE BENEFACTORS TRUST XXX-XX-XXXX BELL 5093533898 PO BOX 2127 SPOKANE WA 992102127 AUTHORIZED OFFICER SVP 5093533898 2024-05-09 true false SANDRA L MURPHY P01252209 3128792000 2024-05-09 2022 2023-04-26 12:10:37Z WASHINGTON TRUST BANK PO BOX 2127 SPOKANE WA 99210 3534172 false X N/A X 1969 WA MAKES CONTRIBUTIONS TO BELLARMINE PREPARATORY SCHOOL 1 0 0 0 0 1045528 636081 0 1045656 566462 0 2091184 1202543 1220978 1255586 0 80428 69450 0 0 51548 80115 1352954 1405151 738230 -202608 25293401 25076345 0 0 25293401 25076345 MAKES CONTRIBUTIONS TO BELLARMINE PREPARATORY SCHOOL false false 1255586 1255586 SUPPORT BELLARMINE PREPARATORY SCHOOL FOR SCHOLARSHIP 1255586 true true false false false false false false false true false false false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false WA X WASHINGTON TRUST BANK 5093533898 PO BOX 2127 SPOKANE WA 99210 Washington Trust Bank TRUSTEE 40.0 X 69450 0 0 69450 0 0 false false false X 636081 636081 837398 837398 2060693 2331629 -270936 -270936 -270936 1202543 566462 1255586 1255586 69450 69450 6396 6396 17586 17586 56133 56133 1405151 1255586 149565 0 2046872 1982263 23246529 23094082 25293401 25076345 0 0 X 25293401 25076345 25293401 25076345 25293401 25076345 X -202608 -14448 X false true X true false X X 1 BELLARMINE PREPARATORY SC 911109930 1 true 1255586 0 1 1255586 0 true false false false false false false false false false false false false false false true true true X true true 0 0 0 0 0 0 SECTION E, LINE 2a SUBSTANIALLY ALL OF THE BELLARMINE BENEFACTOR'S TR ACTIVITY DURING THE TAX YEAR DIRECTLY FURTHERS THE EXEMPT PURPOSE OF BELLARMINE PREPARATORY SCHOOL. TRUST ESTABLISHES & MANAGES ENDOWMENT FUNDS FOR THE BENEFIT OF THE SCHOOL. TRUST DISTRIBUTES EARNINGS OF THE TRUST TO THE SCHOOL TO HELP FUND IMPORTANT OPERATING ACTIVITIES SUCH AS FINANCIAL AID TO ASSIST NEEDY STUDENTS, CARE OF FACILITIES & FACULTY SECTION D, LINE 3 FILING ORGANIZATION WAS ORGANIZED IN 1969 BY A DECLARATION OF TRUST BY THE SUPPORTED ORGANIZATION FOR THE PURPOSE OF ESTABLISHING AND MANAGING THE ENDOWMENT FUNDS FOR THE SUPPORTED ORGANIZATION'S BENEFIT. AN EXECUTIVE COMMITTEE OF THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE FILING ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS. SECTION E, LINE 2b THE FILING ORGANIZATION HOLDS AND MANAGES THE ENDOWMENT FUNDS OF THE SUPPORTED ORGANIZATION. THE ENDOWMENT FUNDS ARE CRITICAL TO THE OPERATION OF THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26537572 815936 1751125 1154317 175783 27774533 30022898 2121098 -4318508 1102450 185466 26537572 25212573 780689 5739967 974678 735653 30022898 24634374 436489 1170071 863823 164538 25212573 24160311 276700 1211998 842147 172488 24634374 0.06480 0.77010 0.16510 false true true 2581936 889554 179855 1069409 1512527 -309984 -309984 1202543 83564 68689 68689 14875 1390276 1390276 1405151 EXPLANATION FOR SCHEDULE D, PART V, LINE 4 THE INTEDED USE OF THE FILING ORGANIZATIONS ENDOWMENT FUNDS IS FOR SCHOLARSHIPS FOR THOSE ATTENDING THE SUPPORTED ORGANIZATION'S SCHOOL. EXPLANATION FOR SCHEDULE D, PART XI, LINE 2d CONTRIBUTIONS EXPLANATION FOR SCHEDULE D, PART XI, LINE 4b TIMING OF ACCRUED INCOME EXPLANATION FOR SCHEDULE D, PART XII, LINE 2d CONTRIBUTION RECEIVABLE WRITE OFF EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b GRANTS $1,255,585.73, TIMING OF VARIOUS EXPENSES $13,533.19, LEGAL/TAX FEES $9206.88, ADVISORY FEES $42,500, FEES $69,450.41 true BELLARMINE PREPARATORY SCHOOL 2300 SO WASHINGTON ST TACOMA WA 984051304 911109930 1255586 makes contributions to Bellarmine Preparatory School for scholarship purposes. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 PER TRUST DOCUMENT THE INCOME IS REQUIRED TO BE DISTRIBUTED TO BELLARMINE PREPARATORY SCHOOL FOR THEIR SCHOLARSHIP PURPOSES. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW AN ELECTRONIC COPY OF THE RETURN WAS PROVIDED TO THE TRUSTEE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 RETURN OF CAPITAL ADJUSTMENT <14,448> BELLARMINE PREPARTORY SCHOOL 2300 S WASHINGTON ST TACOMA WA 98405 911109930 SCHOOL WA 501C3 1 NA false false true false false false false false false false false false false false false false false false false false BELLARMINE PREPARTORY SCHOOL b 1255586 CASH