2025-11-10T12:23:17-06:00 2025-06-30 911056739 VINE DAHLEN PLLC 3500 188TH STREET SW STE 322 LYNNWOOD WA 98037 990PF 2024-07-01 911493471 LINK EDUCATIONAL SCHOLARSHIP FUND LINK 8885519262 PO BOX 1699 OLYMPIA WA 98507 CASEY VOORHEES EXECUTIVE DIRECTOR 8885519262 2025-11-06 1 0 ELIZABETH ARNOLD CPA P01786779 4257716055 2025-11-06 2024 2025-03-06 01:10:19Z X 1144692 X 2820 X 95057 95057 33725 251755 33725 131602 128782 0 0 0 0 0 5955 4169 0 1786 21823 9823 0 12000 27778 13992 0 13786 75462 75462 103240 13992 0 89248 28362 114790 0 397 10740 10740 41595 17687 17687 1052045 1116265 1116265 72 0 0 1094109 1144692 1144692 20000 20000 0 476 20000 20476 X 0 0 0 0 1074109 1124216 1074109 1124216 1094109 1144692 1074109 28362 23341 1125812 1596 1124216 PUBLICLY TRADED SECURITIES 251755 218030 33725 33725 33725 1596 0 1596 0 1596 1120 0 0 0 1120 0 476 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 JEFF NEWENHOF PO BOX 1699 OLYMPIA WA 98507 DIRECTOR 1.00 0 0 0 RICK LIERZ PO BOX 1699 OLYMPIA WA 98507 CHAIR 1.00 0 0 0 TRENT WITHERS PO BOX 1699 OLYMPIA WA 98507 FORMER DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS TO ELIGIBLE RECIPIENTS FOR HIGHER EDUCATION. 20000 EDUCATIONAL PROGRAMS FOR INDUSTRY-SPECIFIC TRAINING. 55462 0 1100347 23099 0 1123446 0 0 1123446 16852 1106594 55330 55330 1596 1596 53734 0 53734 0 53734 89248 0 89248 53734 0 0 47608 14879 62487 89248 0 0 0 53734 35514 0 0 98001 0 0 0 0 0 0 0 98001 47608 14879 35514 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, 2026 FOR 2026/2027 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, 2026 (FOR 2026/2027 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. WESTERN BUILDING MATERIAL ASSOCIATION PO BOX 1699 OLYMPIA WA 98507 501(C)(6) GRANT FOR CONVENTION SPEAKERS AND OTHER TRAINING EXPENSES 55462 LANCE ENOCHSON 6870 S BIRTH CREEK AVE MERIDIAN ID 83642 NONE I SCHOLARSHIP - COLLEGE OF SOUTHERN IDAHO STATE 4000 LILIANA NARVAEZ 323 EAST IOWA AVE PO BOX 3142 CHELAN WA 98816 NONE I SCHOLARSHIP - WENATCHEE VALLEY COLLEGE 4000 LOLA MACLAY VAN SOEST 8039 TRAPLINE ROAD EVERSON WA 98247 NONE I SCHOLARSHIP - COLUMBIA BASIN COLLEGE 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 75462 ANNIKA FOX 4320 GLASGLOW WAY ANACORTES WA 98221 NONE I SCHOLARSHIP - UNIVERSITY OF WYOMING 4000 LILIANA NARVAEZ 323 EAST IOWA AVE PO BOX 3142 CHELAN WA 98816 NONE I SCHOLARSHIP - WENATCHEE VALLEY COLLEGE 4000 LUCAS PETERSEN 1724 MEDALLION LOOP NW OLYMPIA WA 98502 NONE I SCHOLARSHIP - SAINT XAVIER UNIVERSITY 4000 KYMBRIE TEGETHOFF 1610 BURTON AVE BURLEY ID 83318 NONE I SCHOLARSHIP - COLLEGE OF SOUTHERN IDAHO 4000 KASSIDY VAN SOEST 8039 TRAPLINE ROAD EVERSON WA 98247 NONE I SCHOLARSHIP - YAKIMA VALLEY COMMUNITY COLLEGE 4000 20000 14 95057 18 33725 0 128782 0 128782 1 0 0 0 0 0 0 0 1 1a(1) 55462 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) 5955 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 5955 4169 0 1786 FT RISING DIVIDEND ETF 24343 24343 FIRST TRUST VALUE ETF 18595 18595 FIRST TRUST SMITH ETF 23349 23349 GOLDMAN SACHS NASDAQ 100 ETF 27445 27445 GOLDMAN SACHS S P 500 62873 62873 APPOLLO FUNDS DIVERSIFIED REAL ESTATE I 77213 77213 APPOLLO FUNDS DIVERSIFIED CREDIT I 20581 20581 GOLDMAN SACHS FUNDS US EQTY DIV & PREMIUM INST 58454 58454 JANUS HENDERSON FUNDS GLOBAL EQTY INCOME I 59798 59798 JP MORGAN FUNDS CORE BOND I 6599 6599 FIRST TRUST SMITH ETF 38009 38009 ISHARES TRUST CORE DIV ETF 39323 39323 GOLDMAN SACHS NASDAQ 100 ETF 40396 40396 GOLDMAN SACHS S P 500 95904 95904 APPOLLO FUNDS DIVERSIFIED REAL ESTATE I 166796 166796 APPOLLO FUNDS DIVERSIFIED CREDIT I 89875 89875 GOLDMAN SACHS FUNDS US EQTY DIV & PREMIUM INST 104377 104377 JANUS HENDERSON FUNDS MULTI-SECTOR INCOME I 36664 36664 JANUS HENDERSON FUNDS GLOBAL EQTY INCOME I 109357 109357 JP MORGAN FUNDS CORE BOND I 16314 16314 FEDERAL TAX OVERPAYMENT 72 FEDERAL TAXES 1596 ADVISOR FEES 9817 9817 0 0 MANAGEMENT FEES 12000 0 0 12000 BANK FEES 6 6 0 0 UNREALIZED GAIN 23341 FEDERAL TAX PAYABLE 0 476