2024-08-12T12:02:13-05:00 2023-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2023-01-01 912015382 SUSKIN FOUNDATION SUSK 4258990736 11665 HOLMES PT DR NE KIRKLAND WA 98034 STEVE SUSKIN CO-TRUSTEE 4258890736 2024-08-05 1 0 SHIRLEY W HUANG CPA P01561433 4256291990 2024-08-02 2023 2024-08-08 14:25:15Z X 14912689 X X 176 176 275534 275534 2760909 11871387 2760909 3036619 3036619 0 0 0 10825 5413 5412 4089 2045 2044 48716 24359 24357 63630 31817 31813 900000 900000 963630 31817 931813 2072989 3004802 85756 84434 84434 15818 5458 15818 15818 62288 0 62288 62288 62288 5248 5380105 10736727 13461731 4529933 1231617 1288418 10068788 12130884 14912689 9435 9435 0 X 0 0 0 0 10059353 12130884 10059353 12130884 10068788 12130884 10059353 2072989 0 12132342 1458 12130884 PUBLICLY TRADED SECURITIES 1790254 1885927 -95673 -95673 PUBLICLY TRADED SECURITIES 10078618 7224080 2854538 2854538 PUBLICLY TRADED SECURITIES 471 471 0 0 CAPITAL GAINS DIVIDENDS P 2044 2044 2044 2760909 41767 0 41767 0 41767 5248 0 50000 0 55248 0 13481 13481 0 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 N/A STEVEN SUSKIN 4258890736 11665 HOLMES PT DR NE KIRKLAND WA 98034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODY L SUSKIN 220 1ST ST APT 303 KIRKLAND WA 98033 TRUSTEE 0.00 0 0 0 STEVEN C SUSKIN 11665 HOLMES PT DR NE KIRKLAND WA 98034 TRUSTEE 0.00 0 0 0 STACY SUSKIN ROTTINGHAUS 7846 NE 148TH ST KENMORE WA 98028 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 14510724 -31034 0 14479690 0 0 14479690 217195 14262495 713125 713125 41767 41767 671358 0 671358 0 671358 931813 0 931813 671358 0 0 3376 38718 42094 931813 0 0 0 671358 260455 0 0 302549 0 0 0 0 0 0 0 302549 3376 38718 260455 X AMERICAN RED CROSS 1900 25TH AVE S SEATTLE WA 98144 NONE 501(C)3 SUPPORT OPERATIONS 40000 CHILDHAVEN 1035 SW 124TH ST SEATTLE WA 98146 NONE 501(C)3 SUPPORT OPERATIONS 10000 CHILDREN'S HOME SOCIETY OF WASHINGTON 12360 LAKE CITY WAY NE SUITE 450 SEATTLE WA 98125 NONE 501(C)3 SUPPORT OPERATIONS 25000 EMERGENCY FOOD NETWORK 3318 92ND STREET SOUTH LAKEWOOD WA 98499 NONE 501(C)3 SUPPORT OPERATIONS 35000 FOOD LIFELINE 815 S 96TH ST SEATTLE WA 98108 NONE 501(C)3 SUPPORT OPERATIONS 30000 FRED HUTCHINSON CANCER RESEARCH CENTER PO BOX 19023 SEATTLE WA 98109 NONE 501(C)3 BREAST CANCER RESEARCH 50000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 NONE 501(C)3 SUPPORT OPERATIONS 15000 HABITAT FOR HUMANITY 500 NACHES AVE SW STE 200 RENTON WA 98057 NONE 501(C)3 OPERATIONS SUPPORT 45000 HAVA PO BOX 243 RAYMOND WA 98577 NONE 501(C)3 SUPPORT OPERATIONS 15000 HOMEWARD PET ADOPTION CENTER 13132 NE 177TH PLACE WOODINVILLE WA 98072 NONE 501(C)3 SUPPORT OPERATIONS 35000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE 501(C)3 SUPPORT OPERATIONS 30000 MEDIC ONE FDN 11747 NE 1ST ST 300 BELLEVUE WA 98005 NONE 501(C)3 SUPPORT OPERATIONS 30000 MEOW CAT RESCUE 10600 NE 68TH SUITE F KIRKLAND WA 98033 NONE 501(C)3 SUPPORT OPERATIONS 10000 NORTH PACIFIC FOOD BANK 1899 PARK AVE RAYMOND WA 98577 NONE 501(C)3 SUPPORT OPERATIONS 20000 NORTHWEST HARVEST 711 CHERRY ST-PO BOX 12272 SEATTLE WA 98102 NONE 501(C)3 OPERATIONS SUPPORT 45000 OASIS FOR ANIMALS PO BOX 1304 LANGLEY WA 98260 NONE 501(C)3 SUPPORT OPERATIONS 10000 OLD DOG HAVEN PO BOX 1409 OAK HARBOR WA 982771409 NONE 501(C)3 SUPPORT OPERATIONS 15000 PASADOS SAFE HAVEN PO BOX 171 SULTAN WA 98294 NONE 501(C)3 SUPPORT OPERATIONS 15000 PAWS PO BOX 1037 LYNNWOOD WA 98046 NONE 501(C)3 SUPPORT OPERATIONS 25000 SEATTLE CHILDREN'S HOSPITAL PO BOX 5371-4800 SAND POINT WAY NE SEATTLE WA 98145 NONE 501(C)3 UNCOMPENSATED CARE PROGRAM 50000 SEATTLE HUMANE SOCIETY 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE 501(C)3 OPERATIONS SUPPORT 20000 USO NORTHWEST 17801 INTERNATIONAL BLVD PMB 313 SEATTLE WA 98158 NONE 501(C)3 SUPPORT OPERATIONS 35000 WA WOMEN IN NEED 232 5TH AVE S SUITE 201 KIRKLAND WA 98033 NONE 501(C)3 SUPPORT OPERATIONS 10000 FRIENDS OF YOUTH 13116 NE 132ND ST KIRKLAND WA 98034 NONE 501(C)3 SUPPORT OPERATIONS 10000 BRIGADOON SERVICE DOGS PO BOX 28536 BELLINGHAM WA 98228 NONE 501(C)3 SUPPORT OPERATIONS 10000 MOTLEY ZOO ANIMAL RESCUE 8410 WOODS CREEK RD MONROE WA 98272 NONE 501(C)3 SUPPORT OPERATIONS 15000 SEATTLE VETERINARY OUTREACH PO BOX 33156 SEATTLE WA 98133 NONE 501(C)3 SUPPORT OPERATIONS 15000 NO KID HUNGRY 1030 15TH ST NW STE 1100W WASHINGTON DC 20005 NONE 501(C)3 SUPPORT OPERATIONS 25000 MAUI HUMANE SOCIETY 1350 MEHAMEHA LOOP PUUNENE HI 96784 NONE 501(C)3 SUPPORT OPERATIONS 20000 MAUI FOOD BANK 760 KOLU ST WAILUKU HI 96793 NONE 501(C)3 SUPPORT OPERATIONS 20000 DANNY & RON'S RESCUE 341 CANTEY LN REMBERT SC 29128 NONE 501(C)3 SUPPORT OPERATIONS 30000 TREEHOUSE FOR KIDS 2100 24TH AVE S SEATTLE WA 98144 NONE 501(C)3 SUPPORT OPERATIONS 20000 THE SOUP LADIES PO BOX 896 BUCKLEY WA 98321 NONE 501(C)3 SUPPORT OPERATIONS 25000 ACKCS RESCUE TRUST PO BOX 181 CROZIER VA 23039 NONE 501(C)3 SUPPORT OPERATIONS 20000 BECKS PLACE PO BOX 562 MONROE WA 98272 NONE 501(C)3 SUPPORT OPERATIONS 15000 LEGACY COMM OUTREACH FOOD BANK 227 E WATER ST SOUTH BEND WA 98586 NONE 501(C)3 SUPPORT OPERATIONS 25000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE 501(C)3 SUPPORT OPERATIONS 35000 900000 0 14 176 14 275534 18 2760909 0 3036619 0 3036619 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10825 5413 5412 ABOTT LABS 232676 237311 ABVIE INC 235100 245937 ALPS ETF TRUST ALERIAN MLP ETF 179628 212600 AMAZON INC 212489 292788 AMERICAN TOWER CORP REIT 237048 252364 APPLE INC 286197 570659 BERKSHIRE HATHAWAY INC 253921 727943 COSTCO WHOLESALE CORP 282713 373605 DANAHER CORP 285535 397442 DIAGEO PLC NEW GB SPON ADR 176834 136483 DIMENSIONAL ETF TRUST INTL CORE EQT MK 272954 283651 ENERGY SELECT SECTOR SPDR FUND 278244 308615 FIRST TRUST ENHANCED SHORT MAT FUND ETF 212590 212628 HOME DEPOT INC 184165 475813 INTERCONTINENT ALEXCHNAGE GROUP 176724 213194 INVESCO S&P 500 PURE VALUE ETF 258513 274065 ISHARES 20+ YEAR TRES BOND ETF 162552 153264 ISHARES CORE MSCI EAFE ETF 533307 547253 ISHARES CORE S&P SMALL-CAP ETF 776021 897068 ISHARES CORE S&P MID-CAP ETF 991292 1122458 ISHARES GLOBAL CLEAN ENERGY ETF 212403 173979 ISHARES GOLD TRUST ETF 282936 292608 KEYSIGHT TECHNOLOGIES INC 212353 238953 LOCKHEED MARTIN CORP 151286 169965 MICROSOFT CORP 245446 735910 NVIDIA CORP 282776 518000 QUANTA SERVICES INC 212062 272124 SCHLUMBERGER LTD NETHERLANDS ANTILLES 283589 309586 SCHWAB US DIVID EQUITY ETF 199509 236840 THERMOFISCHER SCIENTIFIC INC 282926 278134 UNITEDHEALTH GROUP INC 283071 305879 UTILITIES SECTOR SPDR FUND ETF 105209 112854 VANECK SEMICONDUCTOR ETF 206511 224708 VANGUARD DIVID APPRECIATION 401421 465533 VANGUARD FTSE EMERGING MARKETS ETF 380176 386381 VANGUARD INTERTERM BOND ETF 271617 289251 VISA INC 282653 322574 WALT DISNEY CO 212280 193311 JANUS HENDERSON MULTI-SECTOR INCOME FUND AT COST 216748 220431 PRINCIPAL SMALL MID CAP DIVIDEND INC FUND AT COST 289381 330611 VANGUARD HIGH YIELD CORPORATE FUND AT COST 293237 303968 VANGUARD TOTAL BOND MARKET IDX-ADM AT COST 432251 433408 PRIOR YEAR ADJUSTMENTS 1458 LICENSES & FEES 25 13 12 INVESTMENT MANAGEMENT FEES 48691 24346 24345 FOREIGN TAXES PAID 4089 2045 2044