2024-05-14T15:08:24-05:00 2023-12-31 800038878 KOVARIK & KIM PLLC 10655 NE FOURTH STREET STE 510 BELLEVUE WA 98004 990PF 2023-01-01 916468169 RIDGE ROAD FOUNDATION C/O SCOTT KIM RIDE 4252131550 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 JABEZ BLUMENTHAL TRUSTEE 4252131550 2024-05-14 1 JABEZ BLUMENTHAL 999009999 0 AFSANEH HADDAD CPA P01341034 4252131550 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 9148135 X 11865 203650 197775 723568 2547269 723568 939083 921343 0 0 0 7710 3855 3855 24662 24662 0 7058 7058 0 39430 35575 3855 407550 407550 446980 35575 411405 492103 885768 421037 409420 409420 6396216 6892916 8738715 6817253 7302336 9148135 7520 500 7520 500 X 5397203 5397203 0 0 1412530 1904633 6809733 7301836 6817253 7302336 6809733 492103 0 7301836 0 7301836 MITSUBUISHI UF 3.761 % 2023-03-06 2023-07-06 18000 17908 92 92 US TREASURY NT 2.5% 2022-05-25 2023-03-15 15685 16017 -332 -332 BANK OF AMERICA 2023-01-11 19000 18970 30 30 CITIGROUP INC 3.5% 2023-05-15 19000 19000 0 0 COMCAST CORP 3.7% 2023-05-10 17823 18510 -687 -687 JP MORGAN CHASE 2021-08-17 2023-03-16 19000 19035 -35 -35 MITSUBUISHI UF 5.5186 % 2020-10-01 2023-03-02 19000 19000 0 0 MORGAN STANLEY 4.1% 2021-11-17 2023-05-22 19000 19000 0 0 THE WALT DISNEY 1.75% 2023-05-24 18597 20403 -1806 -1806 US TREASURY NT 1.625% 2020-05-11 2023-03-13 6529 7257 -728 -728 US TREASURY NT 2.5% 2022-05-25 2023-11-07 1965 2001 -36 -36 US TREASURY NT 2.75% 2019-11-06 2023-03-22 18280 19881 -1601 -1601 US TREASURY NT 2.75% 2023-11-07 32520 35609 -3089 -3089 WILLIAMS PARTNERS 2021-01-06 2023-11-15 18000 18000 0 0 VANGUARD DIVIDED 2023-12-08 2023-12-21 6063 5954 109 109 VANGUARD LONG TERM TAX EXEMPT 2022-07-25 2023-07-06 58819 59800 -981 -981 VANGUARD TOTAL BOND MARKET 2023-07-06 2023-12-08 97374 96995 379 379 VANGUARD ULTRA SHORT TER, 2022-07-25 2023-07-06 59564 59800 -236 -236 VANGUARD ULTRA SHORT TERM BOND 2023-07-06 2023-12-08 124389 123593 796 796 ISHARES ESG AWARE MSCI EAFE 2023-12-21 230941 204805 26136 26136 ISHARES ESG AWARE MSCI EAFE ETF 2019-10-14 2023-12-21 15162 9548 5614 5614 ISHARES ESG AWARE MSCI EAFE 2022-06-03 2023-12-21 10125 9377 748 748 VANGUARD INTERMEDIATE TERM 2020-12-15 2023-07-06 148463 163958 -15495 -15495 VANGUARD INTERMEDIATE TERM 2023-07-06 160217 192412 -32195 -32195 VANGUARD LTD TERM TX EX ADM 2020-12-15 2023-07-06 108836 114676 -5840 -5840 VANGUARD SHORT TERM BOND ETF 2023-07-06 304700 331280 -26580 -26580 VANGUARD TOTAL BOND MARKET 2022-07-25 2023-12-08 89331 94802 -5471 -5471 VANGUARD ULTRA SHORT TERM BOND 2022-07-25 2023-12-08 94691 94152 539 539 MICROSOFT CORP 1996-01-02 2023-12-08 790094 11866 778228 778228 MITSUBUISHI UF 3.761 % - MARKET DISCOUNT 2023-03-06 2023-07-26 92 -92 -92 CAPITAL GAINS DIVIDENDS P 6101 6101 6101 723568 12312 0 12312 0 12312 2374 0 0 0 2374 48 9986 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 1 0 0 1 N/A SCOTT S KIM 4252131550 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE E EDSFORTH 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 MANAGING TRUSTEE 1.00 0 0 0 JABE BLUMENTHAL 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 7982022 102023 0 8084045 0 0 8084045 121261 7962784 398139 398139 12312 12312 385827 0 385827 0 385827 411405 0 411405 385827 367217 0 0 411405 367217 0 0 44188 0 0 0 0 0 0 0 0 341639 0 0 0 SCOTT KIM 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 4252131550 WRITTEN REQUEST STATING PURPOSE FOR WHICH THE CONTRIBUTION WILL BE USED NONE NONE ALASKA PROGRESSIVE DONOR TABLE 1120 HUFFMAN ROAD SUITE 24 BOX 502 ANCHORAGE AK 99515 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 15000 BUSH SCHOOL 3400 E HARRISON ST SEATTLE WA 98112 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 BUSINESS ENDING SLAVERY AND SEX TRAFFCINGS (BEST) 1201 1ST AVE S SUITE 321 SEATTLE WA 98134 NONE PC CONTRIBUTION TO BE USED FOR CHARITBLE PURPOSES 1000 CDLT 18 N WENATCHEE AVE WENATCHEE WA 98801 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 22500 CENTER FOR SUSTAINABLE INFRASTRUCTURE 120 STATE AVE NE 303 OLYMPIA OLYMPIA WA 98501 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 CHILDREN'S ALLIANCE 113 CHERRY ST BOX 87190 SEATTLE WA 98104 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1000 CLEAN ENERGY TRANSITION INSTITUTE 1326 5TH AVE SUITE 640 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 20000 CLIMATE SOLUTIONS 1402 THIRD AVE SUITE 1200 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 35000 COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500 COLORADO COLLEGE WOMENS ULTIMATE TEAM 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 750 CONSERVATION NORTHWEST 1829 10TH AVE W SUITE B SEATTLE WA 98119 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2750 EARTH JUSTICE 50 CALICORNIA ST STE 500 SAN FRANCISCO CA 94111 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 ENVIRONMENTAL DEFENSE FUND (EDF) 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 FIRELANDS WORKERS UNITED 418 E 1ST ST ABERDEEN WA 98520 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 FOOD BANK AT ST MARY'S 611 20TH AVE S SEATTLE WA 98144 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 550 FORTERRA 5101 14TH AVE NW SUITE 307 SEATTLE WA 98107 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 FUSE INNOVATION FUND PO BOX 4897 SEATTLE WA 98194 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 30000 FUTUREWISE 816 2ND AVE SEATTLE WA 98104 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 GREEN EMPOWERMENT 140 SW YAMHILL ST PORTLAND OR 97204 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 600 GRIST PO BOX 12710 SEATTLE WA 98111 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 HIGH MOUNTAIN INSTITUTE 531 COUNTY ROAD 5A LEADVILLE CO 80461 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 INDIANA DEMOCRACY COLLECTIVE 13800 FAIRHILL RD STE 215 SHAKER HTS OH 44120 NONE PC CONTRIBUTION TO BE USES FOR CHARITABLE PURPOSES 7000 INVESTIGATEWEST 401 MERCER ST SEATTLE WA 98109 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 NRDC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1200 PANDRILLUS FOUNDATION PO BOX 10082 PORTLAND OR 97296 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1250 RAINIER SCHOLARS 2100 24TH AVE SSTE 360 SEATTLE WA 98144 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1000 REMOTE ENERGY 4009 N 19TH ST TACOMA WA 98405 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 550 RESOUNDING LOVEORG RESOUNDING LOVE CENTER FOR ARTS SEATTLE WA 98194 NONE PC CONTIRBUTION TO BE USED FOR CHARITABLE PURPOSES 100 RISE BEYOND THE REEF WAILOKO ROAD SABETO VALLEY NADI FJ NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 RURAL DEMOCRACY INITIATIVEHEARTLAND FUND 1630 PO BOX 38066 BALTIMORE MD 21297 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 50000 RURAL ORGANIZINGORG EDUCATION FUND 400 MARYLAND AVE SW WASHINGTON DC DC 20202 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 21000 RURAL PEOPLE'S PLATFORM PO BOX 1452 WINTHROP WA 98862 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 32500 SEATTLE ART AND LECTURES 340 15TH AVE E STE 301 SEATTLE WA 98112 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 500 SEATTLE GOOD BUSINESS NETWORK 1143 MARTNI LUTHER KING JR WAY SEATTLE WA 98122 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 6000 SIGHTLINE INSTITUTE 1402 THIRD AVE SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 11000 STATE LEADERSHIP PROJECT PO BOX 223 RALEIGH NC 27602 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 25000 TEAM READ 2445 3RD AVE S STE 3 SEATTLE WA 98134 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 THE NATURE CONSERVANCY (WASHINGTON STATE) 74 WALL STREET SEATTLE WA 98121 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1200 THORNE NATURE EXPERIENCE 300 OLD LARAMIE TRAIL E LAFAYETTE CO 80026 NONE PC CONTIRBUTION TO BE USED FOR CHARITABLE PURPOSES 550 TOWN HALL ASSOCIATION 1119 8TH AVE SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 TOXIC-FREE FUTURE 4649 SUNNYSIDE AVENUE NORTH 540 SEATTLE WA 98103 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 TRUST FOR PUBLIC LAND 1218 THIRD AVE STE 1700 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 WASHINGTON COMMUNITY ALLIANCE 1106 W LINCOLN AVE SUITE B YAKIMA WA 98902 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 12500 WASHINGTON FARMLAND TRUST PO BOX 2206 SEATTLE WA 98111 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 WASHINGTON STATE BUDGET & POLICY CENTER 509 OLIVE WAY STE 833 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5500 WASHINGTON STATE OPPORTUNITY SCHOLARSHIP ( 501 COMMONS) 1414 31ST AVE S STE 302 SEATTLE WA 98144 NONE PC CONTRIBUTION TO BE USED FRO CHARITABLE PURPOSES 500 WASHINGTON WILDLIFE & RECREATION COALITION 1402 3RD AVE STE 714 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1250 WASHINTON TRAILS ASSOCIATION 705 2ND AVE STE 300 SEATTLE WA 98104 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 2500 WENATCHEE OUTDOORS 1512 REX ROAD WENATCHEE WA 98801 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 200 WENATCHEE RIVER INSTITITUE 347 DIVISION ST LEAVENWORTH WA 98826 NONE PC CONTRIBUTION TO BE USED FRO CHARITABLE PURPOSES 1000 WHITMAN COLLEGE 345 BOYER AVE WALLA WALLA WA 99362 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 WIKIMEDIA FOUNDATION 149 NEW MONTGOMERY STREET SAN FRANCISCO CA 94105 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 WINNING JOBS NARRATIVE ( MOVEMENT ADVANCEMENT PROJECT) SEATTLE SEATTLE WA 98107 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 50000 WOODLAND PARK ZOO TREE KANGAROO PROJECT 5500 PHINNEY AVE N SEATTLE WA 98103 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1000 WOODLAND PARK ZOO 5500 PHINNEY AVE N SEATTLE WA 98103 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1000 407550 0 14 203650 18 723568 0 927218 0 927218 0 0 0 0 0 0 0 0 0 0 X X 1 JABEZ BLUMENTHAL AND JULIE EDSFORTH 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 11865 X 1 2115 SHS MICROSOFT CORP 784559 2023-12-07 ACCOUNTING FEES 7710 3855 3855 CHARLES SCHWAB INVESTMENT ACCOUNT AT COST 5827784 7706803 CHARLES SCHWAB INVESTMENT ACCOUNT - FIXED INCOME AT COST 1065132 1031912 FOREIGN TAXES PAYABLE 7520 0 GRANT PAYABLE 0 500 MANAGEMENT FEES 24662 24662 0 JABE BLUMENTHAL 10655 NE FOURTH ST STE 510 BELLEVUE WA 98004 JULIE EDSFORTH 10655 NE FOURTH ST STE 510 BELLEVUE WA 98004 FOREIGN TAXES 7058 7058 0