2024-07-31T10:08:00-05:00 2023-12-31 911466876 GARRISON & KELLEY CPA'S PLLC 3020 ISSAQUAH PINE LAKE RD SE 481 SAMMAMISH WA 98075 990PF 2023-01-01 916575043 KAREN AND GARY SCHWARTZ FOUNDATION KARE 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 GARY SCHWARTZ TRUSTEE 2066546200 2024-07-11 1 0 KEVIN J GARRISON P01234052 4254555578 X 2023 2024-08-08 14:25:15Z X 10555029 X 3500000 41361 41361 142928 142928 -38315 418058 0 3645974 184289 0 0 0 2938 0 0 3575 0 0 2138 0 0 30727 30512 0 39378 30512 0 1367500 1367500 1406878 30512 1367500 2239096 153777 130781 291578 291578 655160 10178 10178 10884 8746 8746 293296 4195088 4236054 5288525 4832152 6008473 720000 0 0 7098646 9337742 10555029 0 0 X 0 0 0 0 7098646 9337742 7098646 9337742 7098646 9337742 7098646 2239096 0 9337742 0 9337742 5000 US BANCORP P 2019-03-18 2023-11-27 184248 266387 -82139 -82139 2000 WALGREENS BOOTS P 2019-02-08 2023-11-27 40220 129993 -89773 -89773 500 MICROSOFT D 1999-03-28 2023-11-27 189468 26716 162752 162752 360 ORGANON & CO D 2001-05-14 2023-11-27 4122 6477 -2355 -2355 -11515 2138 0 2138 0 2138 10884 0 0 0 10884 0 8746 8746 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 1 0 0 1 N/A THE FOUNDATION 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY R SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 TRUSTEE 1.00 0 0 0 KAREN K SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 7671388 330087 0 8001475 0 0 8001475 120022 7881453 394073 394073 2138 2138 391935 0 391935 0 391935 1367500 0 1367500 391935 0 0 73348 282914 1574127 3704321 1023657 6658367 1367500 0 0 0 391935 975565 0 0 7633932 0 0 0 0 0 0 73348 7560584 282914 1574127 3704321 1023657 975565 GARY R SCHWARTZ KAREN K SCHWARTZ X HILLEL AT THE UW 4745 17TH AVE NE SEATTLE WA 98105 NONE PUBLIC CHARITY TO INSPIRE STUDENTS AND YOUNG ADULTS TO EXPLORE, EMBRACE AND CELEBRATE JEWISH LIFE AND IDENTITY. 200000 JEWISH FAMILY SERVICE 1601 16TH AVE SEATTLE WA 98122 NONE PUBLIC CHARITY NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES 430000 SALVATION ARMY 111 QUEEN ANNE AVE N SEATTLE WA 98109 NONE PUBLIC CHARITY IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE 25000 SEATTLE WIND SYMPHONY 14614 26TH DR SE MILL CREEK WA 98012 NONE PUBLIC CHARITY DEDICATED TO THE PRESENTATION OF SYMPHONIC WIND MUSIC 3500 KLINE GALLAND FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 NONE PUBLIC CHARITY MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE 600000 HADASSAH FOUNDATION 40 WALL STREET NEW YORK NY 10005 NONE PUBLIC CHARITY ADVANCING WOMENS HEALTH, FIGHT HATE AND ANTISEMITISM 18000 FRIENDS OF QUINCY ANIMAL SHELTER 18673 ROAD 9 NW QUINCY WA 98848 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 HALO ANIMAL RESCUE 3227 EAST BELL ROAD STE D151 PHOENIX AZ 85032 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 YAKIMA VALLEY PET RESCUE PO BOX 944 YAKIMA WA 98907 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 ARIZONA HUMANE SOCIETY 9226 N 13TH AVE PHOENIX AZ 85021 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 SEATTLE HUMANE SOCIETY 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 FRIENDS OF YOUTH 13116 NE 132ND ST KIRKLAND WA 98034 NONE PUBLIC CHARITY DEVELOPING, PROVIDING AND ADVOCATING FOR SERVICES FOR CHILDREN, YOUTH AND FAMILIES 25000 CYSTIC FIBROSIS FOUNDATION 520 PIKE STREET SUITE 1075 SEATTLE WA 98101 NONE PUBLIC CHARITY MEDICAL RESEARCH FOR THE CURE OF CYSTIC FIBROSIS 5000 TEMPLE DE HIRSCH SINAI 1511 E PIKE STREET SEATTLE WA 98122 NONE PUBLIC CHARITY ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. 36000 1367500 0 14 41361 14 142928 18 -38315 0 145974 0 145974 0 0 0 0 0 0 0 0 0 0 X X 1 GARY SCHWARTZ 1904 3RD AVE STE 325 SEATTLE WA 98101 3500000 X ACCOUNTING FEES 3575 0 0 23000 SH FIRST FINL NORTHWEST 318780 310040 3000 SH PARAMOUNT GLOBAL-A 175800 58980 600 SH HOME DEPOT 81756 207930 29000 SH AES CORP 446794 558250 2500 SH WARNER BROTHERS DISCOVERY 48755 28450 3600 SH MERCK & CO 226233 392472 244 SH MICROSOFT 18339 91754 500 SH UNITED HEALTH 108228 263235 6000 SH AMERICA MOVIL SAB 111065 111120 2500 SH WARNER BROTHERS DISCOVERY 54222 28450 3600 SH GSK PLC ADR 136654 133416 1206 SH MICROSOFT 117374 453504 10650 SH NOKIA 45387 36423 3000 SH NUTRIEN 139355 169032 600 SH UNITED HEALTH 118795 315882 16000 SH NOKIA 93605 54720 220 SH MICROSOFT 21412 82729 1130 SH MICROSOFT 243865 424925 1300 SH MOHAWK 150787 134550 3500 SH VANGUARD HIGH DIV 288750 390705 7500 SH DIMENSIONAL US TARGETED 363373 392475 9500 SH DIMENSIONAL WLD EX US CR 250325 231990 5000 SH TERADYNE 703150 542600 500 SH TERADYNE 45120 54260 4500 SH HALEON PLC 30323 37035 600 SH MICROSOFT 151086 225624 1100 SH TERADYNE 102124 119372 3500 SH DEVON ENERGY 240695 158550 4195088 4236054 0 0 LEGAL FEES 2938 0 0 INVESTMENT FEES 27696 27696 0 FOREIGN TAXES ON DIVIDENDS 2816 2816 0 BANK CHARGES 215 0 0 GARY R SCHWARTZ 4823 LAKE WASHINGTON BLVD NE 4 KIRKLAND WA 98033 EXCISE TAX ON INVESTMENT INCOME 2138 0 0