2026-05-15T14:41:49-05:00 2025-06-30 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990 2024-07-01 873396900 MONTLAKE FUTURES FUND MONT 2069733780 2033 6TH AVE 252 SEATTLE WA 98121 GERALD SWANSON PRESIDENT 2063902508 2026-05-15 1 0 MEGAN R RYAN P00737884 4254544919 2026-05-15 2024 2025-03-06 01:10:19Z GERALD SWANSON 2033 6TH AVE 252 SEATTLE WA 98121 58290840 0 X WWW.MONTLAKEFUTURES.COM X 2021 WA MONTLAKE FUTURES DEVELOPS NAME, IMAGE, AND LIKENESS OPPORTUNITIES THAT BENEFIT THE MISSIONS OF 501(C)(3) ORGANIZATIONS AND PROVIDE EDUCATIONAL EXPERIENCES FOR UNIVERSITY OF WASHINGTON STUDENT-ATHLETES. 4 4 2 4 0 0 6320295 44384740 0 0 1988 -37652 350 0 6322633 44347088 0 0 0 0 350085 389897 0 0 360476 8317549 43992566 8667634 44382463 -2345001 -35375 252921 233276 6835 22565 246086 210711 X MONTLAKE FUTURES DEVELOPS NAME, IMAGE, AND LIKENESS OPPORTUNITIES THAT BENEFIT THE MISSIONS OF 501(C)(3) ORGANIZATIONS AND PROVIDE EDUCATIONAL EXPERIENCES FOR UNIVERSITY OF WASHINGTON STUDENT-ATHLETES. OUR GOAL IS TO LEVERAGE THE ROLES AND IDENTITIES OF STUDENT-ATHLETES TO HELP FUNDRAISE, GENERATE AWARENESS, AND OTHERWISE SUPPORT CHARITABLE CAUSES, WHILE FOSTERING CONNECTIONS THAT INSPIRE A LIFETIME OF CIVIC ENGAGEMENT FOR STUDENT-ATHLETES. 0 1 43875324 OUR PRIMARY PROGRAM IS PURCHASING THE NAME, IMAGE, AND LIKENESS RIGHTS OF STUDENT-ATHLETES AND ALLOCATING THOSE RIGHTS TO 501(C)(3) NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF BENEFITTING THEIR MISSIONS. PROGRAM EXPENSES ENABLED WORK TO FUNDRAISE, GENERATE AWARENESS, AND OTHERWISE SUPPORT ORGANIZATIONS SUCH AS SEATTLE CHILDREN'S HOSPITAL AND BOYS AND GIRLS CLUB OF KING COUNTY. 43875324 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 216 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 X GERALD SWANSON 2069847205 3040 78TH AVENUE SE 582 MERCER ISLAND WA 98040 GERALD SWANSON PRESIDENT 10.00 5.00 X X 0 0 0 MINDY BLAKESLEE VICE PRESIDENT 2.00 0.00 X X 0 0 0 TIFFANY BAIRD-GIROUARD SECRETARY 2.00 0.00 X X 0 0 0 FANNY GREEN TREASURER 2.00 0.00 X X 0 0 0 ANDREW MINEAR EXECUTIVE DIRECTOR 26.00 14.00 X 319053 0 7071 319053 0 7071 1 0 1 0 GREAT OSOBOR 20 WOODHOUSE HILL ROAD HUDDERSFIELD UK HD2 1DL APPEARANCE FEES 775500 DAISY02 LLC 315 MARY ANN DR BRANDON MS 39042 APPEARANCE FEES 615000 DEMOND WILLIAMS JR 4715 25TH AVE NE APT 306 SEATTLE WA 98105 APPEARANCE FEES 400000 TECH 9 2710 N MARYLAND AVE PLANT CITY FL 33563 APPEARANCE FEES 366250 MULCAHY ENTERPRISES 12 W 34TH ST BEYONNE NJ 07002 APPEARANCE FEES 357143 30 44384740 13943752 44384740 13906100 13943752 -37652 -37652 -37652 44347088 0 0 -37652 X 319290 319290 32323 32323 13838 3232 10606 9305 9305 15141 2721 12420 7756 7756 57536 57536 43561244 43561244 186717 186717 50141 37293 11795 1053 9843 9843 11189 11189 107794 90070 617 17107 346 346 44382463 43875324 146663 360476 128075 133053 99170 99170 25676 1053 252921 233276 6835 22565 6835 22565 X 0 0 0 0 246086 210711 246086 210711 252921 233276 -35375 0 X 0 0 0 X 2022238 4942768 6320295 44384740 57670041 2022238 4942768 6320295 44384740 57670041 38378289 19291752 261 949 714 1924 350 350 57672315 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MONTLAKE FUTURES, INC. 99170 C 99170 CREDIT CARD PAYABLE 224 401(K) PAYABLE 686 DUE TO/FROM MFI 21655 22565 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES APPEARANCE FEES 775500 0 0 0 0 0 0 775500 0 775500 0 0 0 0 0 0 X 0 0 0 1 0 0 0 0 0 ANDREW MINEAR EXECUTIVE DIRECTOR 229053 0 90000 0 0 0 5422 0 1649 0 326124 0 0 0 PART I, LINE 5 THE EXECUTIVE DIRECTOR RECEIVED A BONUS BASED ON REACHING FUNDRAISING GOALS. X 23 13943752 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED ON COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6: 4 BOARD MEMBERS WERE UNCOMPENSATED. NO OTHER VOLUNTEERS FOR FISCAL YEAR 2025. FORM 990, PART III, LINE 3 THE HOUSE V. NCAA SETTLEMENT, WHICH ALLOWS SCHOOLS TO DIRECTLY COMPENSATE STUDENT ATHLETES FOR THEIR NAME, IMAGE, AND LIKENESS (NIL), OFFICIALLY TOOK EFFECT ON JULY 1, 2025. WHILE APPROVED ON JUNE 6, 2025, THE IMPLEMENTATION OF REVENUE SHARING AND NEW ROSTER RULES BEGINS FOR THE 2025-26 ACADEMIC YEAR ON THIS DATE. IN ACCORDANCE WITH THE HOUSE V. NCAA SETTLEMENT, MONTLAKE FUTURE FUNDS CEASED ENGAGING WITH STUDENT ATHLETES ON THE LAST DAY OF ITS FISCAL YEAR, JUNE 30, 2025. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DID NOT HAVE ANY COMMITTEES DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B A 990 DRAFT WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS REVIEWED AND DISCUSSED THE POLICY IN FISCAL YEAR 2025. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND APPROVES EXECUTIVE DIRECTOR COMPENSATION UPON REVIEW OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G APEARANCE FEES: PROGRAM SERVICE EXPENSES 43,352,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,352,295. SPEAKER FEES: PROGRAM SERVICE EXPENSES 200,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,000. INTERNS: PROGRAM SERVICE EXPENSES 3,949. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,949. MARKETING: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. MONTLAKE FUTURES INC 1525 11TH AVE SEATTLE WA 98122 873386994 TEST AND DEVELOP NIL ACTIVITIES WA MONTLAKE FUTURES FUND C 8366 21305 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 MONTLAKE FUTURES INC O 164773 CASH MONTLAKE FUTURES INC R 316135 CASH