2024-07-11T13:10:34-05:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990PF 2023-01-01 261492603 TUCKER FAMILY FOUNDATION TUCK 3603198153 PO BOX 538 MOUNTLAKE TERRACE WA 98043 LAURA HULTEN EXECUTIVE DIRECTOR 3603198153 2024-06-27 1 LAURA HULTEN 999009999 0 JACOB J DEHNE CPA P02534988 2066288990 2024-06-27 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11061404 X X 137816 137816 18000 18000 18000 577008 2186578 577008 732824 732824 54000 27000 27000 5484 2742 2742 19185 19185 0 3005 1032 1032 4788 4788 5466 4306 1160 91928 59053 31934 531000 531000 622928 59053 562934 109896 673771 6525 4322 4322 513380 1010765 1010765 743072 838249 865119 3201683 2781071 4891998 0 98909 101822 2876258 2723271 4027605 248128 88355 165546 159773 159773 7506464 7616360 11061404 0 0 X 7506464 7616360 7506464 7616360 7506464 7616360 7506464 109896 0 7616360 0 7616360 PUBLICLY TRADED SECURITIES 2186578 1609570 577008 577008 577008 9365 0 9365 0 9365 0 0 0 0 0 52 9417 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 WWW.TUCKERFAMILYFOUNDATIONWA.ORG LAURA HULTEN 3603198153 18222 ANDOVER ST EDMONDS WA 98026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURA HULTEN 18222 ANDOVER STREET EDMONDS WA 98026 EXECUTIVE DIRECTOR 5.00 24000 0 0 RICHARD TUCKER 919 CHUCKANUT SHORE ROAD BELLINGHAM WA 98229 PRESIDENT 5.00 7500 0 0 ANN MARIE RATLIFF 6427 TRALEE COURT NW OLYMPIA WA 98502 VICE PRESIDENT 1.00 7500 0 0 DANA OTTERHOLT 4002 RIDGE WAY MT VERNON WA 98273 VICE PRESIDENT 1.00 7500 0 0 RICHARD HOSS 300 N POTLATCH ROAD SHELTON WA 98584 DIRECTOR 1.00 7500 0 0 NONE 0 NONE 0 0 9380051 845983 159773 10385807 0 0 10385807 155787 10230020 511501 511501 9365 9365 502136 0 502136 0 502136 562934 0 562934 502136 318282 0 0 562934 318282 0 0 244652 0 0 0 0 0 0 0 0 257484 0 0 0 X AAUW-WA 14100 NE 4TH STREET BELLEVUE WA 98007 NONE PC GENERAL SUPPORT 2000 BELLINGHAM YWCA 1256 N STATE STREET BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 4000 BRIGID COLLINS FAMILY SUPPORT CENTER 1231 N GARDEN ST 200 BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 5000 CHILDREN OF THE VALLEY 1318 S 18TH ST MOUNT VERNON WA 98274 NONE PC GENERAL SUPPORT 5000 CHILDSTRIVE 906 SE EVERETT MALL WAY STE 200 EVERETT WA 98208 NONE PC GENERAL SUPPORT 5000 CHRISTMAS GIVING ARTS & CRAFTS FAIR 110 E DAY SPRING ROAD SHELTON WA 98584 NONE PC GENERAL SUPPORT 4000 CORAL REEF ALLIANCE 548 MARKET ST STE 29802 SAN FRANCISCO CA 94104 NONE PC GENERAL SUPPORT 5500 COUNCIL FOR THE HOMELESS 2500 MAIN STREET VANCOUVER WA 98660 NONE PC GENERAL SUPPORT 10000 DOMESTIC VIOLENCE & SAS - WHATCOM CO 1407 COMMERICAL STREET BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 4000 EDMONDS FOOD BANK PO BOX 131 EDMONDS WA 98020 NONE PC GENERAL SUPPORT 5000 FOOD LIFELINE 815 S 96TH ST SEATTLE WA 98108 NONE PC GENERAL SUPPORT 5000 GIRLS WHO CODE 1250 BROADWAY 17TH FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 10000 GLOBAL COMMUNITY INSTITUTE PO BOX 3014 BELLINGHAM WA 98227 NONE PC GENERAL SUPPORT 4000 GOOD360 675 N WASHINGTON ST STE 330 ALEXANDRIA VA 22314 NONE PC GENERAL SUPPORT 5000 HOOD CANAL FOOD BANK PO BOX 995 HOODSPORT WA 98548 NONE PC GENERAL SUPPORT 3000 HOPE FLOATS FOUNDATION PO BOX 23 SIMSBURY CO 06070 NONE PC GENERAL SUPPORT 6000 IPA FOUNDATION 1621 CORNWALL AVE BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 1500 LIGHT HOUSE MISSION MINISTRIES PO BOX 548 BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 5000 MARTHA REED FOUNDATION 726 SUNSET CT SHELTON WA 98584 NONE PC GENERAL SUPPORT 5000 MARY'S PLACE PO BOX 1711 SEATTLE WA 98111 NONE PC GENERAL SUPPORT 3000 MASON COUNTY HISTORICAL SOCIETY PO BOX 1366 SHELTON WA 98584 NONE PC GENERAL SUPPORT 1000 MOUNT VERNON LIBRARY FOUNDATION PO BOX 202 MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 40000 MT BAKER PLANNED PARENTHOOD 1530 ELLIS STREET BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 7000 NOOKSACK SALMON ENHANCEMENT ASSN 2445 E BAKERVIEW RD BELLINGHAM WA 98226 NONE PC GENERAL SUPPORT 2000 NORTHWEST ABORTION ACCESS FUND PO BOX 10894 EUGENE OR 97440 NONE PC GENERAL SUPPORT 10000 NORTHWEST YOUTH SERVICES 1020 NORTH STATE STREET BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 4000 PADILLA BAY FOUNDATION 10381 BAYVIEW EDISON RD MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 5000 PIONEER COMMUNITY KIWANIS 450 E BERGESON ROAD SHELTON WA 98584 NONE PC GENERAL SUPPORT 2000 PIONEER FOOD BANK 500 E NORTH ISLAND DRIVE SHELTON WA 98584 NONE PC GENERAL SUPPORT 2000 PROMISES2KIDS 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 NONE PC GENERAL SUPPORT 10000 SAN DIEGO RESCUE MISSION INC PO BOX 80427 SAN DIEGO CA 92138 NONE PC GENERAL SUPPORT 25000 SARVEY WILDLIFE CENTER 13106 148TH ST NE ARLINGTON WA 98223 NONE PC GENERAL SUPPORT 2000 SHELTON ROTARY FOUNDATION PO BOX 633 SHELTON WA 98584 NONE PC GENERAL SUPPORT 5000 SKAGIT HABITAT FOR HUMANITY 1022 RIVERSIDE DR MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 10000 SKAGIT VALLEY COLLEGE FOUNDATION 2405 E COLLEGE WAY MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 10000 SKAGIT VALLEY YMCA 1901 HOAG RD MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 25000 SKOOKUM KIDS PO BOX 4148 BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 4000 SKOOKUM ROTARY CLUB FOUNDATION PO BOX 849 SHELTON WA 98584 NONE PC GENERAL SUPPORT 5000 TEEN FEED 4740-B UNIVERSITY WAY NE SEATTLE WA 98105 NONE PC GENERAL SUPPORT 5000 TURNING POINTE SURVIVOR ADVOCACY CENTER 210 PACIFIC CT SHELTON WA 98584 NONE PC GENERAL SUPPORT 3000 UNITED CHURCH OF FERNDALE PO BOX 186 FERNDALE WA 98248 NONE PC GENERAL SUPPORT 4000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 357137 SEATTLE WA 98195 NONE PC GENERAL SUPPORT 4500 UPLIFT NORTHWEST 2515 WESTERN AVE SEATTLE WA 98121 NONE PC GENERAL SUPPORT 4500 WASHINGTON KIDS IN TRANSITION 19721 SCRIBER LAKE RD STE B LYNNWOOD WA 98036 NONE PC GENERAL SUPPORT 10000 WHATCOM CLUBHOUSE 1331 MEADOR AVE STE J106 BELLINGHAM WA 98229 NONE PC GENERAL SUPPORT 5000 WHATCOM COMMUNITY FOUNDATION 1500 CORNWALL AVE STE 202 BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 225000 WHATCOM FAMILY YMCA 1256 N STATE STREET BELLINGHAM WA 98225 NONE PC GENERAL SUPPORT 1000 YOUTHNET PO BOX 217 MOUNT VERNON WA 98273 NONE PC GENERAL SUPPORT 3000 531000 0 14 137816 16 18000 18 577008 0 732824 0 732824 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5484 2742 2742 ORGANIZATIONAL COSTS 2008-06-19 35488 34503 180.000000000000 985 985 35488 DENTAL BUILDING 2012-12-14 186720 48079 SL 39.000000000000 4788 4788 LAND 2012-12-14 25920 L 0 0 UBS #5788 - CORPORATE BONDS 98909 101822 CHARLES SCHWAB #5357 - EQUITIES 853064 1623272 UBS #5788 - EQUITIES 1928007 3268726 838249 865119 0 0 CHARLES SCHWAB #5357 - ETFS AT COST 145358 206537 CHARLES SCHWAB #5357 - MUTUAL FUNDS AT COST 215000 264847 UBS #5788 - ETFS AT COST 53722 67925 VANGUARD #1092 - ETFS AT COST 2008463 2898310 VANGUARD #1092 - MUTUAL FUNDS AT COST 300728 589986 ORGANIZATIONAL COSTS 35488 35488 0 0 DENTAL BUILDING 186720 52867 133853 133853 LAND 25920 0 25920 25920 BANK FEES 88 88 0 DUES AND SUBSCRIPTIONS 657 131 526 POSTAGE AND MAILING 634 0 634 CHARLES SCHWAB #5357 ACCRUED INTEREST 1979 1979 0 UBS #5788 ACCRUED INTEREST 1123 1123 0 AMORTIZATION 985 985 0 INVESTMENT MANAGEMENT FEES 19185 19185 0 FEDERAL EXCISE TAX PAID 941 0 0 PAYROLL TAXES 2064 1032 1032