2023-06-20T16:56:14-05:00 2022-12-31 911466876 GARRISON & KELLEY CPA'S PLLC 3020 ISSAQUAH PINE LAKE RD SE 481 SAMMAMISH WA 98075 990PF 2022-01-01 916575043 KAREN AND GARY SCHWARTZ FOUNDATION KARE 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 GARY SCHWARTZ TRUSTEE 2066546200 2023-06-09 1 GARY SCHWARTZ 999009999 0 KEVIN J GARRISON P01234052 4254555578 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7959731 X 2493905 1284 1284 132952 132952 -13606 69306 0 2614535 134236 0 0 0 3747 0 0 3490 0 0 1491 0 0 27307 26994 0 36035 26994 0 1385100 1385100 1421135 26994 1385100 1193400 107242 88396 130781 130781 941943 655160 655160 10884 10884 0 293296 295152 4877532 5288525 6147758 0 720000 719996 5907871 7098646 7959731 2625 0 2625 0 X 0 0 0 0 5905246 7098646 5905246 7098646 5907871 7098646 5905246 1193400 0 7098646 0 7098646 2500 WARNER BROTHERS DISCOVERY 2019-03-18 2022-12-28 22225 67880 -45655 -45655 200 MICROSOFT 1998-10-20 2022-12-28 47081 5037 42044 42044 -3611 1491 0 1491 0 1491 12375 0 0 0 12375 0 10884 10884 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 6352565 1016654 0 7369219 0 0 7369219 110538 7258681 362934 362934 1491 1491 361443 0 361443 0 361443 1385100 0 1385100 361443 0 0 70737 73348 282914 1574127 3704321 5705447 1385100 0 0 0 361443 1023657 0 0 6729104 0 0 0 0 0 0 70737 6658367 73348 282914 1574127 3704321 1023657 GARY R SCHWARTZ KAREN K SCHWARTZ X JEWISH FAMILY SERVICE 1601 16TH AVE SEATTLE WA 98122 NONE PUBLIC CHARITY NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES 100000 SALVATION ARMY 111 QUEEN ANNE AVE N SEATTLE WA 98109 NONE PUBLIC CHARITY IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE 75000 SEATTLE WIND SYMPHONY 14614 26TH DR SE MILL CREEK WA 98012 NONE PUBLIC CHARITY DEDICATED TO THE PRESENTATION OF SYMPHONIC WIND MUSIC 5000 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. 100000 JEWISH FEDERATION OF GREATER SEATTLE 300 LENORA STREET SEATTLE WA 98121 NONE PUBLIC CHARITY TO LEAD A STRONG JEWISH PUGET SOUND BY SERVING AS A COMMUNITY VOICE, STRENGTHENING CONNECTIONS TO ISRAEL AND WORLD JEWRY, AND MAKING INVESTMENTS IN JEWISH LIFE, FOR TODAY AND THE NEXT GENERATION. 100000 TEMPLE DE HIRSCH SINAI 1511 E PIKE STREET SEATTLE WA 98122 NONE PUBLIC CHARITY ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. 1005000 THE FRIENDSHIP CIRCLE 2737 77TH AVE SE MERCER ISLAND WA 98040 NONE PUBLIC CHARITY TO BRIDGE THE GAP BETWEEN SPECIAL NEEDS AND TYPICAL YOUTH THROUGH SHARED EXPERIENCE, EMPOWER SPECIAL NEEDS YOUTH WITH THE SKILLS TO LIVE AN INDEPENDENT ADULT LIFE, GIVE PARENTS AND FAMILIES MUCH NEEDED RESPITE, AND NURTURE AWARENESS AND COMMUNAL RESPONSIBILITIY IN OUR TEENS. 100 1385100 0 14 1284 14 132952 18 -13606 0 120630 0 120630 0 0 0 0 0 0 0 0 0 0 X X 1 GARY SCHWARTZ 1904 3RD AVE STE 325 SEATTLE WA 98101 2493905 X X 1 600 SH MICROSOFT 151086 2022-06-15 1 1100 SH TERADYNE 102124 2022-06-15 1 3500 SH DEVON ENERGY 240695 2022-06-15 ACCOUNTING FEES 3490 0 0 23000 SH FIRST FINL NORTHWEST 318780 344540 3000 SH PARAMOUNT GLOBAL-A 175800 58830 600 SH HOME DEPOT 81756 189516 13000 SH AES CORP 137674 373880 2500 SH WARNER BROTHERS DISCOVERY 48755 23700 3600 SH MERCK & CO 226233 399420 244 SH MICROSOFT 18339 58516 1500 SH US BANCORP 81667 65415 500 SH UNITED HEALTH 108228 265090 6000 SH AMERICA MOVIL SAB 111065 109200 2500 SH WARNER BROTHERS DISCOVERY 54222 23700 4500 SH GLAXOSMITHKLINE 136654 126504 1406 SH MICROSOFT 136839 337187 10650 SH NOKIA 45387 49416 3000 SH NUTRIEN 139355 219090 1000 SH US BANK 53565 43610 600 SH UNITED HEALTH 118795 318108 16000 SH NOKIA 93605 74240 2500 SH US BANK 131155 109025 2000 SH WALGREENS BOOTS 129993 74720 16000 SH AES CORP 309120 460160 300 SH MICROSOFT 29197 71946 220 SH MICROSOFT 21412 52760 1130 SH MICROSOFT 243865 270997 1300 SH MOHAWK 150787 132886 3500 SH VANGUARD HIGH DIV 288750 378735 360 SH ORGANON INC 11331 10055 7500 SH DIMENSIONAL US TARGETED 363373 329625 9500 SH DIMENSIONAL WLD EX US CR 250325 205200 5000 SH TERADYNE 703150 436750 500 SH TERADYNE 45120 43675 4500 SH HALEON PLC 30323 36000 600 SH MICROSOFT 151086 143892 1100 SH TERADYNE 102124 96085 3500 SH DEVON ENERGY 240695 215285 293296 295152 0 0 240,000 BANK BARODA NEW YORK CD AT COST 240000 239968 240,000 BANK OF INDIA CD AT COST 240000 239962 240,000 FIFTH THIRD BK CI CD AT COST 240000 240066 LEGAL FEES 3747 0 0 INVESTMENT FEES 24459 24459 0 FOREIGN TAXES ON DIVIDENDS 2535 2535 0 BANK CHARGES 313 0 0 INCOME TAX DUE 2625 0 GARY R SCHWARTZ 4823 LAKE WASHINGTON BLVD NE 4 KIRKLAND WA 98033 EXCISE TAX ON INVESTMENT INCOME 1491 0 0