2024-11-11T10:08:11-06:00 2024-06-30 911056739 VINE DAHLEN PLLC 3500 188TH STREET SW STE 322 LYNNWOOD WA 98037 990PF 2023-07-01 911493471 LINK EDUCATIONAL SCHOLARSHIP FUND LINK 8885519262 PO BOX 1699 OLYMPIA WA 98507 CASEY VOORHEES EXECUTIVE DIRECTOR 8885519262 2024-11-06 1 0 HEIDI CARDIN CPA P01063266 4257716055 2024-11-06 2023 2024-10-15 13:58:12Z X 1094109 X 2919 X 90119 90119 3704 66975 3704 96742 93823 0 0 0 0 0 5090 4936 0 154 21919 9919 0 12000 27009 14855 0 12154 54036 54036 81045 14855 0 66190 15697 78968 0 5083 397 397 14257 41595 41595 1037999 1052045 1052045 0 72 72 1057339 1094109 1094109 20000 20000 1232 0 21232 20000 X 0 0 0 0 1036107 1074109 1036107 1074109 1057339 1094109 1036107 15697 23433 1075237 1128 1074109 PUBLICLY TRADED SECURITIES 66975 63271 3704 3704 3704 1098 0 1098 0 1098 1200 0 0 0 1200 30 72 72 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.WBMA.ORG THE ORGANIZATION 3609433054 PO BOX 1699 OLYMPIA WA 98507 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CASEY VOORHEES PO BOX 1699 OLYMPIA WA 98507 EXECUTIVE DIRECTOR 2.00 0 0 0 RICK JENSEN PO BOX 1699 OLYMPIA WA 98507 DIRECTOR 1.00 0 0 0 DAVID STORDAHL PO BOX 1699 OLYMPIA WA 98507 DIRECTOR 1.00 0 0 0 BRETT LAMAR PO BOX 1699 OLYMPIA WA 98507 DIRECTOR 1.00 0 0 0 TRENT WITHERS PO BOX 1699 OLYMPIA WA 98507 DIRECTOR 1.00 0 0 0 KIMBERLY AKRE PO BOX 1699 OLYMPIA WA 98507 FORMER DIRECTOR 1.00 0 0 0 JEFF NEWENHOF PO BOX 1699 OLYMPIA WA 98507 CHAIR 1.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS TO ELIGIBLE RECIPIENTS FOR HIGHER EDUCATION. 20000 EDUCATIONAL PROGRAMS FOR INDUSTRY-SPECIFIC TRAINING. 34036 0 1035745 28397 0 1064142 0 0 1064142 15962 1048180 52409 52409 1098 1098 51311 0 51311 0 51311 66190 0 66190 51311 0 0 47608 47608 66190 0 0 0 51311 14879 0 0 62487 0 0 0 0 0 0 0 62487 47608 14879 WBMA LINK EDUCATIONAL SCHOLARSHIP F PO BOX 1699 OLYMPIA WA 98507 3609433054 SCHOLARSHIP APPLICATIONS ARE AVAILABLE ONLINE AT WBMA.ORG/SCHOLARSHIPS. COMPLETED APPLICATIONS AND REQUIRED TRANSCRIPTS MUST BE MAILED TO THE ADDRESS ABOVE. MAY 16, 2025 FOR 2025/2026 ACADEMIC YEAR AN ELIGIBLE CANDIDATE IS: AN EMPLOYEE WITH THREE YEARS' FULL-TIME EMPLOYMENT WITH A WBMA MEMBER FIRM OR A DEPENDENT OF AN EMPLOYEE WHO HAS THREE YEARS' EMPLOYMENT WITH A WBMA MEMBER FIRM. WILL HAVE A HIGH SCHOOL DIPLOMA OR EQUIVALENT BY AUGUST 1, 2025 (FOR 2025/2026 ACADEMIC YEAR). IS ATTENDING OR PLANS TO ATTEND AN ACCREDITED TWO-YEAR OR FOUR-YEAR SCHOOL OF HIGHER EDUCATION OR AN ACCREDITED VOCATIONAL SCHOOL WITH THE INTENT OF THE CANDIDATE TO EARN A DEGREE OR SATISFACTORY CERTIFICATE OF COMPLETION OF A VOCATIONAL PROGRAM. SCHOLARSHIP RECIPIENTS ARE SELECTED BY A FIVE MEMBER PANEL. SELECTION CRITERIA INCLUDES: ACADEMIC ACHIEVEMENTS, EXTRACURRICULAR ACTIVITIES, FINANCIAL NEED AND FUTURE GOALS. GERRY NEWENHOF 1563 IRVING AVE ASTORIA OR 97103 NONE I SCHOLARSHIP - WILLAMETTE UNIVERSITY 4000 MADISON LOVELL 411 CHESTNUT LOPP PO BOX 340 BELLEVUE ID 83313 NONE I SCHOLARSHIP - IDAHO STATE UNIVERSITY 4000 WESTERN BUILDING MATERIAL ASSOCIATION PO BOX 1699 OLYMPIA WA 98507 501(C)(6) GRANT FOR CONVENTION SPEAKERS AND OTHER TRAINING EXPENSES 34036 HANNAH HAMILTON 7619 48TH AVE E TACOMA WA 98443 NONE I SCHOLARSHIP - HUNTINGTON UNIVERSITY 4000 LOLA MACLAY VAN SOEST 8039 TRAPLINE ROAD EVERSON WA 98247 NONE I SCHOLARSHIP - COLUMBIA BASIN COLLEGE 4000 TIM TAYLOR 3284 REDWOOD DRIVE SPRINGFIELD OR 97478 NONE I SCHOLARSHIP - UNIVERSITY OF OREGON 4000 54036 LOLA MACLAY VAN SOEST 8039 TRAPLINE ROAD EVERSON WA 98247 NONE I SCHOLARSHIP - COLUMBIA BASIN COLLEGE 4000 LILIANA NARVAEA 323 EAST IOWA AVE PO BOX 3142 CHELAN WA 98816 NONE I SCHOLARSHIP - WENATCHEE VALLEY COLLEGE 4000 LANCE ENOCHSON 6870 S BIRTH CREEK AVE MERIDIAN ID 83642 NONE I SCHOLARSHIP - COLLEGE OF SOUTHERN IDAHO STATE 4000 NATALIE MANNING 5615 RAINWATER CT TUMWATER WA 98512 NONE I SCHOLARSHIP - GONZAGA UNIVERSITY 4000 SADIE NEWENHOF 1563 IRVING AVE ASTORIA OR 97103 NONE I SCHOLARSHIP - UNIVERSITY OF PUGET SOUND 4000 20000 14 90119 18 3704 0 93823 0 93823 1 0 0 0 0 0 0 0 1 1a(1) 34036 WESTERN BUILDING MATERIALS ASSOCIATION GRANT FOR CONVENTION SPEAKERS AND OTHER TRAINING EXPENSES 1c 12000 WESTERN BUILDING MATERIALS ASSOCIATION MANAGEMENT FEES FOR SHARED RESOURCES AND EMPLOYEES 1a(1) 5090 WESTERN BUILDING MATERIALS ASSOCIATION REIMBURSEMENT FOR PROFESSIONAL FEES INCURRED FOR ACCOUNTING AND TAX PREPARATION 1 WESTERN BUILDING MATERIALS ASSOCIATION 501(C)(6) LINK EDUCATIONAL SCHOLARSHIP FUND (LINK) IS THE SEPARATE SCHOLARSHIP FUND FOR WESTERN BUILDING MATERIALS ASSOCIATION (WBMA). LINK HOLDS INVESTMENTS STRICTLY FOR SCHOLARSHIPS, AND PAYS WBMA A MANAGEMENT FEE TO OPERATE THE FUND. TAX PREPARATION 5090 4936 0 154 FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 28361 28361 FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF 22903 22903 FIRST TST VALUE LI SHS ETF 16952 16952 JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF 17571 17571 APPOLLO FUNDS DIVERSIFIED REAL ESTATE I 73943 73943 APPOLLO FUNDS DIVERSIFIED CREDIT I 19224 19224 GOLDMAN SACHS FUNDS US EQTY DIV & PREMIUM INST 116764 116764 JANUS HENDERSON FUNDS GLOBAL EQTY INCOME I 49837 49837 JP MORGAN FUNDS CORE BOND I 6201 6201 FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF 37281 37281 ISHARES TRUST CORE DIV GRWTH ETF 35430 35430 JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF 36955 36955 APPOLLO FUNDS DIVERSIFIED REAL ESTATE I 159732 159732 APPOLLO FUNDS DIVERSIFIED CREDIT I 83952 83952 GOLDMAN SACHS FUNDS US EQTY DIV & PREMIUM INST 191042 191042 JANUS HENDERSON FUNDS MULTI-SECTOR INCOME I 35906 35906 JANUS HENDERSON FUNDS GLOBAL EQTY INCOME I 104662 104662 JP MORGAN FUNDS CORE BOND I 15329 15329 FEDERAL TAX OVERPAYMENT 72 72 FEDERAL TAXES 1098 PENATIES 30 ADVISOR FEES 9913 9913 0 0 MANAGEMENT FEES 12000 0 0 12000 BANK FEES 6 6 0 0 UNREALIZED GAIN 23433 FEDERAL TAX PAYABLE 1170 0 ACCRUED PENALTIES 62 0