2024-06-03T14:55:43-05:00 2023-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2023-01-01 731661452 PEG AND RICK YOUNG FOUNDATION PEGA 2066330752 CO JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 JOANNE YOUNG DIRECTOR 2066330752 2024-05-29 1 JOANNE YOUNG 999009999 1 KERMIT ANDERSON P00030870 4256291990 2024-05-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3785885 X X 28672 28672 52114 52114 14135 1204770 14135 435 435 95356 95356 42440 8488 33952 4390 878 3512 4715 1415 3300 26147 26147 0 6196 3140 3056 2873 1564 1309 86761 41632 45129 319750 319750 406511 41632 364879 -311155 53724 29841 23722 23722 4206 14211 14211 553263 507496 489338 2351028 1958193 2675164 480627 604188 582374 1076 1076 1076 3420041 3108886 3785885 0 0 X 4284023 4284023 0 0 -863982 -1175137 3420041 3108886 3420041 3108886 3420041 -311155 0 3108886 0 3108886 PUBLICLY TRADED SECURITIES 1204519 1190635 13884 13884 CAPITAL GAINS DIVIDENDS P 251 251 251 14135 747 0 747 0 747 3987 0 0 0 3987 0 3240 3240 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A DEBRA NORDBY 2062146843 PO BOX 31878 SEATTLE WA 98103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 PRESIDENT 20.00 37440 0 0 KERMIT ANDERSON PO BOX 31878 SEATTLE WA 98103 SECRETARY 0.50 0 0 0 DEBRA NORDBY PO BOX 31878 SEATTLE WA 98103 TREASURER 1.00 5000 0 0 ROBERT NESS PO BOX 31878 SEATTLE WA 98103 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3714480 64445 6076 3785001 0 0 3785001 56775 3728226 186411 186411 747 747 185664 0 185664 0 185664 364879 0 364879 185664 0 0 73733 90182 139678 154072 146171 603836 364879 0 0 0 185664 179215 0 0 783051 0 0 0 0 0 0 73733 709318 90182 139678 154072 146171 179215 X ACT THEATRE 700 UNION ST SEATTLE WA 981014037 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6500 AID NORTHWEST 1915 S SHERIDAN AVE TACOMA WA 98405 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 ASSISTANCE LEAGUE OF BELLINGHAM PO BOX 2998 1322 CORNWALL AVE BELLINGHAM WA 98225 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1500 BELLEVUE BOYS & GIRLS CLUB 209 100TH AVE NE BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 BELONG PARTNERS 3250 AIRPORT WAY S STE 225 SEATTLE WA 98134 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2250 BIRDNOTETUNE IN TO NATUREORG PO BOX 1857 ASHEVILLE NC 28802 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 BOYS AND GIRLS CLUB OF KING COUNTY 603 STEWART ST SUITE 300 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 17000 BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY 8223 BROADWAY STE 100 EVERETT WA 98203 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7500 CASCADE PUBLIC MEDIA 316 BROADWAY SEATTLE WA 98122 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 25000 CASCADIA ART MUSEUM 190 SUNSET AVE SUITE E EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 EARTHCORPS 6310 NE 74TH ST STE 201E SEATTLE WA 98115 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS CENTER FOR THE ARTS 410 4TH AVENUE NORTH EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS DRIFTWOOD PLAYERS PO BOX 385 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 EDMONDS FOOD BANK PO BOX 131 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 EDMONDS SENIOR CENTER PO BOX 717 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 FAMILY EDUCATION AND SUPPORT SERVICES PO BOX 14907 TUMWATER WA 98511 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 FIUTS UNIVERSITY OF WASHINGTON BOX 355855 SEATTLE WA 98195 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 983350173 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 FOOD LIFELINE 815 SOUTH 96TH STREET SEATTLE WA 98108 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 GLOBAL LEADERSHIP FORUM 2313 N 43RD ST SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 GLOBAL WASHINGTON 1601 5TH AVE STE 1900 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 GRUB GARDEN RAISED BOUNTY 2016 ELLIOTT AVE NW OLYMPIA WA 98502 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 HOMAGE SENIOR SERVICES 5026 196TH ST SW LYNNWOOD WA 98036 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 IMAGINE CHILDRENS MUSEUM 1502 WALL ST EVERETT WA 98201 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 KEY PENINSULA COMMUNITY SERVICES 17015 9TH STREET COURT LAKEBAY WA 98349 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 LAKE STEVENS COMMUNITY FOOD BANK PO BOX 1031 LAKE STEVENS WA 98258 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 LINCOLN THEATRE PO BOX 2312 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 MAITREYA CHARITY 6409 204TH DR NE REDMOND WA 980537827 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 MUSEUM OF NORTHWEST ART 121 SOUTH FIRST STREET PO BOX 969 LA CONNER WA 98257 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) SEATTLE 802 NW 70TH STREET SEATTLE WA 98117 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) WA 1107 NE 45TH ST SUITE 330 SEATTLE WA 98105 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 NATIONAL MUSEUM AND CENTER FOR SERVICE (NMCFS) 16628 76TH AVE WEST EDMONDS WA 98026 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 NATIONAL NORDIC MUSEUM 2655 NW MARKET ST SEATTLE WA 98107 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 NEW BEGINNINGS PO BOX 75125 SEATTLE WA 98175 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 OPERATION SNOW LEOPARD 1237 S CRESCENT HEIGHTS BLVD LOS ANGELES CA 90035 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 PACIFIC NORTHWEST BALLET 301 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 PORCHLIGHT 515 116TH AVE NE STE 150 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 POTTERY NORTHWEST 220 3RD AVE S LOWER LEVEL SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 500 RTDNA FOUNDATION 18 LICK CREEK DRIVE MARKLEVILLE IN 46056 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 SAFEFUTURES YOUTH CENTER 6337 35TH AVE SW SEATTLE WA 98126 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 11000 SAHAR EDUCATION PO BOX 17672 SEATTLE WA 98127 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5500 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 9000 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE ARTS & LECTURES 340 15TH AVE E 301 SEATTLE WA 98112 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SEATTLE OPERA 363 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 981113906 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SHAKESPEARE NORTHWEST 1500 E COLLEGE WAY 502 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 500 SILK ROAD DANCE COMPANY PO BOX 11346 TAKOMA PARK MD 20913 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 SKAGIT GLEANERS 1021 RIVERSIDE DR MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 SKAGIT RIVER POETRY FOUNDATION PO BOX 238 LA CONNER WA 98257 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SOUND GENERATIONS 2208 SECOND AVENUE SUITE 100 SEATTLE WA 98121 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 SQUAXIN ISLAND MUSEUM LIBRARY AND RESEARCH CENTER 3591 SE OLD OLYMPIC HWY SHELTON WA 98584 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 THE SOPHIA WAY 100 BELLEVUE WAY NE 8A-110 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 THE STUNTZ MYCOLOGY FUND 1916 N 49TH ST SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 TILTH ALLIANCE 4649 SUNNYSIDE AVE N ROOM 120 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 UNIVERSITY OF WASHINGTON FOUNDATION 4333 BROOKLYN AVE NE SEATTLE WA 98195 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 WALLINGFORD COMMUNITY SENIOR CENTER 4649 SUNNYSIDE AVE NORTH SUITE 140 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WASHINGTON'S NATIONAL PARKS FOUNDATION PO BOX 2128 SEATTLE WA 981112128 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 WELLSPRING FAMILY SERVICES 1900 RAINIER AVE SOUTH SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 WESTERN WASHINGTON FRUIT RESEARCH 7904 56TH DR NE MARYSVILLE WA 98270 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 319750 0 14 28672 14 52114 14 435 18 14135 0 95356 0 95356 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4715 1415 3300 ABBVIE INC 28897 30025 AMERICAN TOWER CORP 50097 50874 GILEAD SCIENCES 34871 34703 JPMORGAN CHASE 25416 24419 BANK OF AMERICA 26366 24508 MORGAN STANLEY 37132 34521 VERIZON COMMUNICATIONS 16360 14773 STARBUCKS 26451 24335 GOLDMAN SACHS 28187 26664 COMCAST CORP 27728 23613 INTERCONTINENTAL EXCHANGE 35335 30121 ORACLE CORP 25452 22376 AMGEN INC 26422 26900 HOME DEPOT 29274 29631 LOWES 30928 28897 WALT DISNEY COMPANY 24393 24540 ISHARES INTERMEDIATE GOVT CREDIT BOND ETF 130879 131474 ACCOR TECHNOLOGY STOCK 5000 5000 CHARLES SCHWAB BANK DEPOSIT ACCOUNT 52381 52381 VERSUS CAPITAL RE FUND 71144 75295 VARIANT IMPACT FUND 89265 89150 VERSUS CAPITAL REAL ASSETS 97090 119440 ALPHABET INC 23299 122927 AMAZON.COM 31126 47101 HOME DEPOT 17326 41586 PROCTOR AND GAMBLE 62059 74296 ARTHUR J. GALLAGHER 26052 50598 JPMORGAN CHASE 59232 70592 ABBVIE INC 9985 20146 JOHNSON & JOHNSON 25695 30564 THERMO FISHER SCIENTIFIC 43658 45648 ZOETIS 26678 44408 HONEYWELL 43430 68156 APPLE 47809 108009 CISCO SYSTEMS 31239 32838 MICROSOFT 19000 162073 VISA 31664 67691 PAX SMALL 134433 141759 DASSAULT SYSTEMS 22888 24265 NXP SEMICONDUCTORS 20173 21820 RWE 18205 22785 TOTAL S.A. 40851 61653 FERGUSON PLC 18861 33980 SSE PLC ADR 20557 24260 HOYA CORP 10943 16188 SHIN-ETSU CHEMICAL 53254 71102 SONY CORP 25748 35509 ISHARES MSCI 92821 71975 VOYA FINANCIAL INC 23661 26266 CENCORA 19896 25673 MERCK 20982 24530 UNITED HEALTH GROUP 17636 18953 EMERSON ELECTRIC 26533 29199 PALO ALTO NETWORCKS INC 24594 38629 AVALONBAY COMMUNITIES 25090 22466 CROWN CASTLE INTL 10917 8639 LOREAL SA 38926 50699 NOVO-NORDISK 25381 48622 RECKITT BENCKISER GROUP 33298 34625 RENTOKIL INITIAL PLC 37994 34046 THALES ADR 55630 70296 COMCAST CL A 32999 33984 AMERICAN INTL GROUP 26906 29810 STATE STREET 13815 15492 GILEAD SCIENCES 18586 17417 STRYKER 13032 13476 EATON CORP PLC 18331 27694 BROADCOM LTD 16127 29023 NVIDIA 41157 56950 SERVICENOW INC 32147 41683 PPG INDUSTRIES 23178 24676 AMERICAN ELECTRIC POWER 17781 15838 UNIVERSAL MUSIC GROUP NV ADR 24315 31295 SUMITOMO MITSUI FINANCIAL GROUP 27275 27782 CRH PLC 20140 24206 507496 489338 0 0 DIXIE ESCALANTE CAPITAL AT COST 1076 1076 BROKERAGE CHARGES 933 933 0 COMPUTER EXPENSES 131 39 92 LICENSE 85 0 85 MEETING EXPENSE 92 28 64 OFFICE EXPENSE 1145 344 801 TRAVEL 76 23 53 SUBSCRIPTIONS 218 65 153 POSTAGE 87 26 61 BANK CHARGES 106 106 0 DIXIE ESCALANTE 435 435 435 INVESTMENT MANAGEMENT FEES 26147 26147 0 FOREIGN TAXES 2376 2376 0 PAYROLL TAXES 3820 764 3056