2026-07-22T13:31:55-05:00 2025-12-31 911301672 SWEENEY CONRAD INC 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2025-01-01 731661452 PEG AND RICK YOUNG FOUNDATION PEGA 2066330752 CO JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 JOANNE YOUNG PRESIDENT 2066330752 2026-07-15 1 KERMIT ANDERSON P00030870 4256291990 2026-07-15 2025 2025-03-06 01:10:19Z X 3912343 X X 19689 19689 40610 40610 167621 909431 167621 258 258 228178 228178 43440 8688 34752 5071 1014 4057 3945 1184 2761 27158 27158 0 7910 2576 2834 6028 1832 4196 93552 42452 48600 400000 400000 493552 42452 448600 -265374 185726 49762 52134 52134 11716 7720 7720 538582 552069 550969 1737711 1472338 2708521 603022 591158 591923 1076 1076 1076 2941869 2676495 3912343 0 0 X 4284023 4284023 0 0 -1342154 -1607528 2941869 2676495 2941869 2676495 2941869 -265374 0 2676495 0 2676495 PUBLICLY TRADED SECURITIES 896057 741810 154247 154247 CAPITAL GAINS DIVIDENDS P 13374 13374 13374 167621 2582 0 2582 0 2582 2924 0 3000 0 5924 0 3342 3342 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 6000 0 0 ROBERT NESS PO BOX 31878 SEATTLE WA 98103 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3860242 53830 6076 3920148 0 0 3920148 58802 3861346 193067 193067 2582 2582 190485 0 190485 0 190485 448600 0 448600 190485 0 0 139678 154072 146171 179215 180122 799258 448600 0 0 0 190485 258115 0 0 1057373 0 0 0 0 0 0 139678 917695 154072 146171 179215 180122 258115 X 501 COMMONS PACIFIC TOWER STE 1101 1200 12TH AVE S SEATTLE WA 981442712 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5500 AID NORTHWEST 2367 TACOMA AVE S TACOMA WA 98402 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 ARTS COUNCIL OF MONGOLIA 2025 23RD AVE E SEATTLE WA 98112 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 ASSISTANCE LEAGUE OF BELLINGHAM PO BOX 2998 BELLINGHAM WA 98225 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 ATTN DR ANGELA GRIFFITH BYRD BARR PLACE 722 18TH AVE SEATTLE WA 98122 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 BELLEVUE BOYS & GIRLS CLUB 209 100TH AVE NE BELLEVUE WA 98004 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 BOYS AND GIRLS CLUB OF KING COUNTY 16000 CHRISTENSEN RD STE 250 TUKWILA WA 98188 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 21000 BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY 8223 BROADWAY STE 100 EVERETT WA 98201 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7500 CASCADE PUBLIC MEDIA 316 BROADWAY SEATTLE WA 98122 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 CASCADIA ART MUSEUM 190 SUNSET E EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 CATHOLIC CHARITIES FOUNDATION CCS FARMWORKER CENTER 100 23RD AVE S SEATTLE WA 981445797 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 DAWN DOMESTIC ABUSE WOMEN'S NETWORK PO BOX 1449 KENT WA 98035 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 DENISE LOUIE EDUCATION CENTER 6363 7TH AVE S STE 240 SEATTLE WA 98198 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EARTHCORPS 6310 NE 74TH ST SUITE 201E SEATTLE WA 98115 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 EDMONDS CENTER FOR THE ARTS 410 FOURTH AVE N EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS DRIFTWOOD PLAYERS PO BOX 385 EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 EDMONDS FOOD BANK 828 CASPERS ST L100 EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS SOUTH SNOHOMISH HISTORICAL SOCIETY 118 5TH AVE N EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 EDMONDS WATERFRONT CENTEREDMONDS SENIOR CENTER PO BOX 717 EDMONDS WA 98020 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 FAMILY EDUCATION AND SUPPORT SERVICES PO BOX 14907 TUMWATER WA 98511 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 FAMILY WORKS FOOD BANK PO BOX 85420 SEATTLE WA 98145 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 983350173 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 FOUNDATION FOR INTERNATIONAL UNDERSTANDING THROUGH STUDENTS (FIUTS) 909 NE 43RD ST STE 210 SEATTLE WA 98105 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 GLOBAL LEADERSHIP FORUM 2313 N 43RD ST SEATTLE WA 98103 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 GRUB GARDEN RAISED BOUNTY 2016 ELLIOTT AVE NW OLYMPIA WA 98502 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 HOMAGE SENIOR SERVICES 1715 100TH PL SE EVERETT WA 98208 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 12000 HOPE CREEK CHARITABLE FOUNDATION - MILL CREEK FOOD BANK 16212 STE F-341 BOTHELL-EVERETT HWY MILL CREEK WA 98012 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 IMAGINE CHILDRENS MUSEUM 1502 WALL ST EVERETT WA 98201 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 KEY PENINSULA COMMUNITY SERVICES 17015 9TH ST CT NW LAKEBAY WA 98349 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 KNKX 930 BROADWAY TACOMA WA 98402 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 KUOW PUGET SOUND PUBLIC RADIO 4518 UNIVERSITY WAY NE STE 310 SEATTLE WA 98195 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 LAKE STEVENS COMMUNITY FOOD BANK PO BOX 1031 LAKE STEVENS WA 98258 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 LEADERSHIP TOMORROW 1301 5TH AVE STE 1500 SEATTLE WA 98101 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 MAITREYA CHARITY 6409 204TH DR NE REDMOND WA 980537827 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 NONE PC 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 PC 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 PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 26000 NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVE STE 400 SEATTLE WA 98104 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 14000 ONE WORLD NOW 610 MAYNARD AVE SOUTH SEATTLE WA 98104 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 OPERATION SNOW LEOPARD 8443 ABBEY RD RICHMOND VA 23235 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 PACIFIC NORTHWEST BALLET 301 MERCER ST SEATTLE WA 98109 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 RAINIER VALLEY FOOD BANK 9021 RAINIER AVE S SEATTLE WA 98118 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 RECOVERY CAFE SKAGIT CO NEW EARTH RECOVERY 1908 RIVERSIDE DRIVE MOUNT VERNON WA 98273 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SAFEFUTURES YOUTH CENTER 6337 35TH AVE SW SEATTLE WA 98126 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SAHAR EDUCATION PO BOX 17672 SEATTLE WA 98127 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE ARTS AND LECTURES 340 15TH AVE E 301 SEATTLE WA 98112 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 SEATTLE OPERA 363 MERCER STREET SEATTLE WA 98109 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 8000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 981113906 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 8000 SILK ROAD DANCE COMPANY PO BOX 11346 TAKOMA PARK MD 20913 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 SKAGIT COMMUNITY FOUNDATION PO BOX 1763 MOUNT VERNON WA 98273 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SKAGIT GLEANERS 1021 RIVERSIDE DR MOUNT VERNON WA 98273 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 SKAGIT RIVER POETRY FOUNDATION PO BOX 238 LA CONNER WA 98257 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SKAGIT VALLEY HOSPITALITY HOUSE (FRIENDSHIP HOUSE) PO BOX 517 MOUNT VERNON WA 98273 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SOUND GENERATIONS 2208 SECOND AVE SUITE 100 SEATTLE WA 98121 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 SPEAK WITH PURPOSE 315 NORTHWEST 2ND PLACE RENTON WA 98057 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 THE SOPHIA WAY 11061 NE 2ND STREET STE 223 BELLEVUE WA 98004 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 TILTH ALLIANCE 4649 SUNNYSIDE AVE N STE 100 SEATTLE WA 98103 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 UNION ARTS (ACT THEATRE) 700 UNION ST SEATTLE WA 98101 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 359505 SEATTLE WA 981959505 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 20000 UPAYA SOCIAL VENTURES 508 YALE AVE N 214 SEATTLE WA 98109 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 WALLINGFORD COMMUNITY SENIOR CENTER 4649 SUNNYSIDE AVE N SUITE 140 SEATTLE WA 98103 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WASHINGTON'S NATIONAL PARKS FUND PO BOX 2128 SEATTLE WA 981112128 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 WELLSPRING FAMILY SERVICES 1900 RAINIER AVENUE SOUTH SEATTLE WA 98144 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 WESTERN WASHINGTON FRUIT RESEARCH 7904 56TH DR NE MARYSVILLE WA 98270 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6500 WHATCOM CENTER FOR EARLY LEARNING 2001 H STREET BELLINGHAM WA 98225 NONE PC TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 400000 0 14 19689 14 40610 14 258 18 167621 0 228178 0 228178 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3945 1184 2761 ABBVIE INC 29344 30460 JPMORGAN CHASE 25000 25165 BANK OF AMERICA 25177 25113 MORGAN STANLEY 35745 35478 VERIZON COMMUNICATIONS 35147 35370 STARBUCKS 25931 24885 GOLDMAN SACHS 28740 28470 COMCAST CORP 26844 24437 INTERCONTINENTAL EXCHANGE 35231 32070 ORACLE CORP 25331 22598 AMGEN INC 27530 28258 HOME DEPOT 29566 30191 LOWES 29934 31737 WALT DISNEY COMPANY 24571 25027 ISHARES INTERMEDIATE GOVT CREDIT BOND ETF 130879 134724 UNITED HEALTH GROUP 31203 31807 CISCO SYS INC 24985 26133 ACCOR TECHNOLOGY STOCK 5000 5000 CHARLES SCHWAB BANK DEPOSIT ACCOUNT 24261 24261 ALPHABET INC 24956 253530 AMAZON.COM 27587 63476 HOME DEPOT 12846 36131 PROCTOR AND GAMBLE 51279 61910 JPMORGAN CHASE 49950 114388 ABBVIE INC 24017 45698 APPLE 16874 87267 MICROSOFT 17656 193932 VISA 33949 87678 PAX SMALL 110294 130808 SONY CORP 43076 65920 ISHARES MSCI 74031 80168 CENCORA 25663 47285 AVALONBAY COMMUNITIES 22979 19944 THALES ADR 25013 58623 AMERICAN INTL GROUP 21402 29943 STATE STREET 33145 59345 STRYKER 45941 47800 EATON CORP PLC 15299 20703 BROADCOM LTD 15196 84795 NVIDIA 38243 200487 AMERICAN ELECTRIC POWER 52187 61691 UNIVERSAL MUSIC GROUP NV ADR 41293 43292 SUMITOMO MITSUI FINANCIAL GROUP 44239 77320 CRH PLC 55811 87984 WAL MART STORES 41595 68517 SIEMENS AG ADR 21886 29390 AMGEN INC 36296 37641 AUTOMATIC DATA PROCESSING 32498 25723 TRANE TECHNOLOGIES 62248 52542 UBER TECHNOLOGIES INC. 35868 38403 CISCO SYSTEMS 57066 67786 BARCLAYS PLC ADR 30517 36139 TAIWAN SEMICONDUCTOR SP ADR 38518 69894 HARRISON STREET REAL ASSETS FUND 95507 124177 HARRISON STREET REAL ESTATE FUND 68152 68930 552069 550969 0 0 DIXIE ESCALANTE CAPITAL AT COST 1076 1076 COMPUTER EXPENSES 3238 971 2267 OFFICE EXPENSE 1563 469 1094 SUBSCRIPTIONS 1131 339 792 POSTAGE 61 18 43 BANK CHARGES 35 35 0 DIXIE ESCALANTE 258 258 258 INVESTMENT MANAGEMENT FEES 27158 27158 0 FOREIGN TAXES 1868 1868 0 PAYROLL TAXES 3542 708 2834 FEDERAL TAXES 2500 0 0