Name of the Account:      Central Washington Catholic Foundation
Sponsor:                        Central Washington Catholic Foundation

IRS Tax Identification #              EIN 33-1022610

Responsible Parties:        Board of Trustees
                                      Central Washington Catholic Foundation

                                      Rev. Samuel P. Bellino, S.J.
                                      Executive Director

 

Legal Counsel:                James M. Boutillier
                                               Pratt & Boutillier, PLLC.
                                               105 North Third Street
                                               Post Office Box 1425
                                               Yakima, WA 98907-1425

 

Investment Consultant:    Blaine A. Carr
                                               Petersen Hastings Investment Management
                                               8203 West Quinault, Suite 700
                                               Kennewick, WA 99336

 

Investment Manager(s):   Schwab Institutional
                                               Division of Charles Schwab & Co., Inc.
                                               101 Montgomery Street
                                               San Francisco, CA 94104

                                    Buckingham Asset Management
                                               BAM Advisor Services
                                               8182 Maryland Avenue, Suite 900
                                               St. Louis, MO 63105

 

CPA:                              Thomas Durret , CPA
                                               Durret & Associates , LLP
                                               The Tower, Suite 750
                                               402 East Yakima Avenue
                                               Yakima, WA 98901