2024-11-04T15:28:35-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990PF 2023-01-01 266700524 WHATLEY FOUNDATION WHAT 2063281420 830 HILLSIDE DRIVE E SEATTLE WA 98112 LINDA WHATLEY TRUSTEE 2063281420 2024-11-01 1 0 JOSEPH KIM CPA P01373859 4252506100 2024-11-01 2023 2024-10-15 13:58:12Z X 2265628 X 28630 24926 24926 25892 25892 123095 722990 123095 202543 173913 14936 0 14936 6300 630 5670 13458 13458 0 3291 1291 0 50 0 50 38035 15379 20656 100836 100836 138871 15379 121492 63672 158534 155633 162814 162814 867585 667662 1095317 399349 634707 646857 350000 350000 360640 1772567 1815183 2265628 0 0 X 1772567 1815183 1772567 1815183 1772567 1815183 1772567 63672 1616 1837855 22672 1815183 PUBLICLY TRADED SECURITIES 722990 599895 123095 123095 123095 2204 0 2204 0 2204 6315 0 0 0 6315 0 4111 4111 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A LINDA V WHATLEY 2063281420 830 HILLSIDE DR E SEATTLE WA 98112 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA V WHATLEY 830 HILLSIDE DR E SEATTLE WA 98112 TRUSTEE 5.00 14936 0 0 JULIAN ANTHONY WHATLEY III 830 HILLSIDE DR E SEATTLE WA 98112 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 1884627 225180 0 2109807 0 0 2109807 31647 2078160 103908 103908 2204 2204 101704 0 101704 0 101704 121492 0 121492 101704 0 0 31976 8170 40146 121492 0 0 0 101704 19788 0 0 59934 0 0 0 0 0 0 0 59934 31976 8170 19788 LINDA V WHATLEY WHATLEY FOUNDATION 8300 HILLSIDE DR E SEATTLE WA 98112 2063281420 IN ADDITION TO LISTING CHARITABLE PURPOSE OF THE GRANT, ALSO NEED TO SUBMIT PROOF OF IRS EXEMPTION SHOWING IRC 509(A)(1) OR 509(A)(2) PUBLIC CHARITY STATUS. NO SUBMISSION DEADLINE GRANTS ARE LIMITED TO 501(C)(3) ORGANIZATIONS WITH A PUBLIC CHARITY STATUS OF 509(A)(1) OR 509(A)(2). BEST BUDDIES INTERNATIONAL INC 100 SE 2ND ST STE 2200 MIAMI FL 33131 PC SOCIAL SERVICE 1060 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC EDUCATION 1000 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE 300 PALM DESERT CA 92211 PC SOCIAL SERVICE 2000 EPIPHANY SCHOOL 3611 EAST DENNY WAY SEATTLE WA 98122 PC EDUCATION 1000 GLOBAL PARTNERSHIPS 1932 FIRST AVE SUITE 40 SEATTLE WA 98101 PC SOCIAL SERVICE 2000 LAKESIDE SCHOOL 14050 1ST AVENUE NE SEATTLE WA 98125 PC SOCIAL SERVICE 1000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 PC SOCIAL SERVICE 5000 NATURE CONSERVANCY 8 S MICHIGAN AVE 900 CHICAGO IL 60603 PC SOCIAL SERVICE 5000 PRINCETON UNIVERSITY 330 ALEXANDAR STREET PRINCETON NJ 08542 PC SOCIAL SERVICE 700 RAINIER SCHOLARS 2100 24TH AVE S STE 360 SEATTLE WA 98144 PC EDUCATION 1000 RECOVERY CAFE 2022 BOREN AVE SEATTLE WA 98121 PC SOCIAL SERVICE 4000 SEATTLE ART MUSEUM 1300 1ST AVENUE SEATTLE WA 98101 PC SOCIAL SERVICES 2500 SEATTLE GARDEN CLUB 2336 15TH AVE S SEATTLE WA 98144 PC ENVIRONMENTAL CONSERVATION 680 TELEIOS 4616 25TH AVE NE PMB 502 SEATTLE WA 98105 PC RELIGIOUS 5000 THE INSTITUTE FOR ANTI-RACIST EDUCATION PO BOX 2367 PASSAIC NJ 07055 PC SOCIAL SERVICE 500 TREEHOUSE 2100 24TH AVE S STE 200 SEATTLE WA 98144 PC SOCIAL SERVICE 13440 UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 PC EDUCATION 2000 UPLIFT FOUNDATION PO BOX 5101 UPPER MARIBORO MD 20775 PC SOCIAL SERVICE 20000 WASHINGTON WOMEN'S FOUNDATION 2100 24TH AVE S 300 SEATTLE WA 98144 PC SOCIAL SERVICE 2591 WESTMINSTER SCHOOL 1424 WEST PACES FERRY ROAD NW ATLANTA GA 30327 PC EDUCATION 1000 ACTIVE MINDS 2001 A STREET NW SUITE 700 WASHINGTON DC 20009 PC SOCIAL SERVICE 500 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET FL 22 NEW YORK NY 10038 PC SOCIAL SERVICE 516 CITY HARVEST 150 52ND ST BROOKLYN NY 11232 PC SOCIAL SERVICE 500 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 PC SOCIAL SERVICE 500 EQUALITY NOW PO BOX 7160 NEW YORK NY 10008 PC SOCIAL SERVICE 1000 EVERYTOWN FOR GUN SAFETY ACTION FUND PO BOX 4184 NEW YORK NY 10163 PC SOCIAL SERVICE 500 FRED HUTCHINSON CANCER CENTER PO BOX 19024 J5-200 SEATTLE WA 98109 PC SOCIAL SERVICE 5000 FRIENDS OF THE WATERFRONT 1400 WESTERN AVE SEATTLE WA 98101 PC SOCIAL SERVICE 1000 THE HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 PC SOCIAL SERVICE 5000 LOGGERS FOR LIFE 724 LOUSIANA AVE LIBBY MT 59923 PC SOCIAL SERVICE 276 MEMORIAL SLOAN KETTERING CANCER 1275 YORK AVENUE NEW YORK NY 10065 PC SOCIAL SERVICE 250 MALALA FUND PO BOX 70280 PHILADELPHIA PA 19176 PC SOCIAL SERVICE 1023 OCEANA 1025 CONNECTICUT AVE NW 2ND FLOOR WASHINGTON DC 20036 PC SOCIAL SERVICE 500 RANCHO MIRAGE WRITERS FOUNDATION 71-100 HIGHWAY 111 RANCHO MIRAGE CA 92270 PC SOCIAL SERVICE 5000 SAN FRANCISCO MUSEUM OF MODERN ART 151 3RD ST SAN FRANCISCO CA 94103 PC SOCIAL SERVICE 300 THE SALVATION ARMY 832 FOLSOM STREET SAN FRANCISCO CA 94107 PC SOCIAL SERVICE 5000 UNIVERSITY PRESBYTERIAN CHURCH 4540 15TH AVE NE SEATTLE WA 98105 PC RELIGIOUS 1000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC SOCIAL SERVICE 1000 NEW YORK ROAD RUNNERS 320 WEST 57TH STREET NEW YORK NY 10019 PC SOCIAL SERVICE 500 100836 0 14 24926 14 25892 18 123095 0 173913 0 173913 0 0 0 0 0 0 0 0 0 0 X X 1 JULIAN ANTHONY AND LINDA V WHATLEY 830 HILLSIDE DRIVE E SEATTLE WA 98112 28630 X ACCOUNTING FEES 6300 630 5670 DELL COMPUTER CORPORATION 50936 53833 THE BOEING COMPANY 51498 51443 ASSURED GUARANTY US HOLDINGS INC. 50290 52479 BIOGEN INC 48300 49186 BUNGE LIMITED FINANCE CORP 46058 47268 THE CIGNA GROUP 49998 50039 GOLDMAN SACHS GROUP, INC. 46618 48145 ILLUMINA INC 101300 100342 JP MORGAN CHASE & CO. 47802 49010 LOWES COMPANIES, INC. 48930 49619 PHILIP MORRIS INTERNATIONAL INC. 46834 47909 SOUTHWEST AIRLINES CO. 46143 47584 AGNICO EAGLES MINES LIMITED 1983SH 47518 108768 ALPHABET INC C 1250SH 51250 176163 BERKSHIRE HATHWAY INC 430SH 124136 153364 COSTCO WHOLESALE CORPORATION 200SH 31206 132016 META PLATFORMS INCORPORATED 330SH 74885 116807 MERCK & COMPANY INC 1250SH 90992 136275 MICROSOFT CORP 410SH 51567 154176 REDFIN CORPORATION 2500SH 96166 25800 ASTRAZENECA PLC SPONSERED ADR 733SH 49972 49368 COUPANG INCORPORATED CLASS A 2630SH 49970 42580 GQG PARTNERS 8946.739SH FMV 150000 141716 GOLDMAN SACHS GQG PARTNERS 11090.357SH FMV 200000 218924 PRIOR PERIOD ADJUSTMENT 22672 REGISTRATION FEES 50 0 50 UNREALIZED GAIN/(LOSS) 1616 INVESTMENT FEES 13458 13458 0 FEDERAL INCOME TAX 2000 0 0 FOREIGN TAXES 1291 1291 0