2023-09-05T12:18:48-05:00 2022-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2022-01-01 731661452 PEG AND RICK YOUNG FOUNDATION PEGA 2066330752 CO JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 JOANNE YOUNG DIRECTOR 2066330752 2023-08-30 1 JOANNE YOUNG 999009999 0 KERMIT ANDERSON P00030870 4256291990 2023-08-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3650253 X X 17976 17976 71641 71641 -34930 1483696 0 59 59 54746 89676 42440 8488 33952 4390 878 3512 28644 28644 0 14695 4400 2795 2830 1781 1049 92999 44191 41308 301500 301500 394499 44191 342808 -339753 45485 30494 29841 29841 4206 4206 4206 510441 553263 524181 2802824 2351028 2653231 417512 480627 437718 1076 1076 1076 3766553 3420041 3650253 0 0 X 4284023 4284023 0 0 -517470 -863982 3766553 3420041 3766553 3420041 3766553 -339753 0 3426800 6759 3420041 PUBLICLY TRADED SECURITIES 1480076 1518626 -38550 -38550 CAPITAL GAINS DIVIDENDS P 3620 3620 3620 -34930 632 0 632 0 632 4619 0 0 0 4619 0 3987 3987 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 5000 0 0 ROBERT NESS PO BOX 31878 SEATTLE WA 98103 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3950188 49206 6076 4005470 0 0 4005470 60082 3945388 197269 197269 632 632 196637 0 196637 0 196637 342808 0 342808 196637 0 0 80357 73733 90182 139678 154072 538022 342808 0 0 0 196637 146171 0 0 684193 0 0 0 0 0 0 80357 603836 73733 90182 139678 154072 146171 X ACT THEATRE 700 UNION ST SEATTLE WA 981014037 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 AID NORTHWEST 1915 S SHERIDAN AVE TACOMA WA 98405 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 ARTS COUNCIL FOR MONGOLIA US INC 2025 23RD AVE E SEATTLE WA 98112 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 ASSISTANCE LEAGUE OF BELLINGHAM PO BOX 2998 BELLINGHAM WA 98227 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 BALLARD FC FOUNDATION 611 16TH AVE E SEATTLE WA 98112 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 BELLEVUE BOYS & GIRL CLUB 209 100TH AVE NE BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 BIRDNOTETUNE IN TO NATUREORG PO BOX 1857 ASHEVILLE NC 28802 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 BOYS AND GIRLS CLUB OF KING COUNTY 220 W MERCER ST STE 410 SEATTLE WA 98119 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY 8223 BROADWAY STE 100 EVERETT WA 98208 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 CASCADIA ART MUSEUM 190 SUNSET AVE SUITE E EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 CD FORUM 104 17TH AVE S SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 CELTIC ARTS FOUNDATION PO BOX 1342 1124 CLEVELAND AVE MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 CONGREGATIONS FOR THE HOMELESS 515 116TH AVE NE STE 150 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 DAYS FOR GIRLS INTERNATIONAL PO BOX 2622 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 DOVE PROJECT PO BOX 1341 VASHON WA 98070 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 EARTHCORPS 6310 NE 74TH ST STE 201E SEATTLE WA 98115 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 EDMONDS CENTER FOR THE ARTS 410 FOURTH AVENUE NORTH EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 EDMONDS DRIFTWOOD PLAYERS PO BOX 385 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 EDMONDS SENIOR CENTER PO BOX 717 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 FAMILY EDUCATION AND SUPPORT SERVICES PO BOX 14907 TUMWATER WA 98511 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 FIUTS UNIVERSITY OF WASHINGTON BOX 355855 SEATTLE WA 98195 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1250 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 983350173 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 FOOD LIFELINE 815 SOUTH 96TH STREET SEATTLE WA 98108 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 GLOBAL LEADERSHIP FORUM 2313 N 43RD ST SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 GLOBAL WASHINGTON 1601 5TH AVE STE 1900 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 GROW FURTHER 600 1ST AVE FIRST FLOOR SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 GRUB GARDEN RAISED BOUNTY 2016 ELLIOTT AVE NW OLYMPIA WA 98502 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 HELPING HANDS FOOD BANK OF SEDRO WOOLLEY PO BOX 632 SEDROWOOLLEY WA 98284 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 HOMAGE SENIOR SERVICES 5026 196TH ST SW LYNNWOOD WA 98036 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 IMAGINE CHILDRENS MUSEUM 1502 WALL ST EVERETT WA 98201 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 LEADERSHIP TOMORROW 1301 5TH AVE STE 1500 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1500 LINCOLN THEATRE PO BOX 2312 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 MAITREYA CHARITY 6409 204TH DR NE REDMOND WA 98053 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 MEANY CENTER FOR THE ARTS UW FOUNDATION 4333 BROOKLYN AVE NE SEATTLE WA 98195 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) SEATTLE 802 NW 70TH STREET SEATTLE WA 98117 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) SKAGIT COUNTY 2222 RIVERSIDE DR STE 403 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 NATIONAL MUSEUM AND CENTER FOR SERVICE (NMCFS) 16628 76TH AVE WEST EDMONDS WA 98026 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 NEW BEGINNINGS PO BOX 75125 SEATTLE WA 98175 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 9500 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVENUE SUITE 400 SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 OPERATION SNOW LEOPARD 1237 S CRESCENT HEIGHTS BLVD LOS ANGELES CA 90035 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 PARTNERS ASIA 436 14TH ST STE 411 OAKLAND CA 94612 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 RAINIER VALLEY FOOD BANK 4205 RAINIER AVE S SEATTLE WA 98118 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 RE SOURCES 2309 MERIDIAN STREET BELLINGHAM WA 98225 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1500 SAFEFUTURES YOUTH CENTER 6337 35TH AVE SW SEATTLE WA 98126 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 25000 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE OPERA 363 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 981113906 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE-TASHKENT SISTER CITY COMMITTEE PO BOX 25364 SEATTLE WA 98165 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SHAKESPEARE NORTHWEST 1500 E COLLEGE WAY 502 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 500 SILK ROAD DANCE COMPANY PO BOX 11346 TAKOMA PARK MD 20913 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 SIMPLY THE BASICS PO BOX 591453 SAN FRANCISCO CA 94159 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SKAGIT GLEANERS 1021 RIVERSIDE DR MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 SKAGIT RIVER POETRY FOUNDATION PO BOX 238 LA CONNER WA 98257 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SOUND GENERATIONS 2208 SECOND AVENUE SUITE 100 SEATTLE WA 98121 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 12000 THE MOCKINGBIRD SOCIETY 2100 24TH AVE SUITE 240 SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 THE SOPHIA WAY 100 BELLEVUE WAY NE 8A-110 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 TILTH ALLIANCE 4649 SUNNYSIDE AVE N 100 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 UPAYA SOCIAL VENTURES 508 YALE AVE NORTH 214 SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1250 WALLINGFORD COMMUNITY SENIOR CENTER 4649 SUNNYSIDE AVE NORTH 140 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WELLSPRING FAMILY SERVICES 1900 RAINIER AVE SOUTH SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WESTERN WASHINGTON FRUIT RESEARCH FOUNDATION 7904 56TH DR NE MARYSVILLE WA 98270 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 301500 0 14 17976 14 71641 14 59 18 -34930 0 54746 0 54746 0 0 0 0 0 0 0 0 0 0 ABBVIE INC 30797 29812 AMERICAN TOWER CORP 50665 50821 GILEAD SCIENCES 34909 34234 JPMORGAN CHASE 25561 23830 BANK OF AMERICA 26871 24049 MORGAN STANLEY 37573 33524 BOSTON PROPERTIES 28014 23302 VERIZON COMMUNICATIONS 16530 14291 STARBUCKS 26608 23434 GOLDMAN SACHS 27925 25393 COMCAST CORP 28057 22919 INTERCONTINENTAL EXCHANGE 35383 28587 ORACLE CORP 25497 20862 AMGEN INC 25920 25604 HOME DEPOT 29140 28949 LOWES 31177 28107 ACCOR TECHNOLOGY STOCK 5000 5000 CHARLES SCHWAB BANK DEPOSIT ACCOUNT 17875 17875 VERSUS CAPITAL RE FUND 71911 85484 VARIANT ALTERNATIVE INCOME FUND 82064 86200 VERSUS CAPITAL REAL ASSETS 98742 117203 ALPHABET INC 39047 89995 VERIZON COMMUNICATIONS 21596 14578 AMAZON.COM 27803 21840 BEST BUY 42379 32084 HOME DEPOT 48350 67910 PROCTOR AND GAMBLE 93541 107911 ARTHUR J. GALLAGHER 44889 64104 BLACKROCK 39228 38975 JPMORGAN CHASE 69288 64368 MORGAN STANLEY 20599 34858 ABBVIE INC 24970 45251 JOHNSON & JOHNSON 28126 37097 THERMO FISHER SCIENTIFIC 30174 34143 ZOETIS 26678 32974 HONEYWELL 53726 81434 UNION PACIFIC 21201 19672 ANALOG DEVICES 27979 43468 APPLE 29192 62496 APPLIED MATERIALS 12535 10712 CISCO SYSTEMS 33833 33348 MICROSOFT 29258 122548 MOTOROLA 28293 39945 VISA 38073 60250 AVERY DENNISON 27355 23530 NEXTRA ENERGY 15220 18392 PAX SMALL 178298 162212 DASSAULT SYSTEMS 25200 19484 ING GROEP 20614 20446 NXP SEMICONDUCTORS 23359 17383 RWE 21482 26149 ROCHE HOLDINGS 22434 24469 TOTAL S.A. 40851 56803 FERGUSON PLC 20070 23616 SSE PLC ADR 23610 23861 HOYA CORP 14352 14787 ORIX 30341 27377 SHIN-ETSU CHEMICAL 57829 44700 SONY CORP 56413 53015 DBS GROUP HOLDINGS 17143 23822 SONIC HEALTHCARE 24150 16313 ISHARES MSCI 140572 99081 TORONTO DOMINION BANK 13869 17161 VOYA FINANCIAL INC 26290 24596 AMERISOURCE BERGEN 25467 26514 MERCK 23313 27738 UNITED HEALTH GROUP 22323 23858 EMERSON ELECTRIC 37180 38424 INTERNATIONAL BUSINESS MACHINES 20656 21134 PALO ALTO NETWORCKS INC 26471 19675 AVALONBAY COMMUNITIES 27200 20998 CROWN CASTLE INTL 18194 16955 BARCLAYS PLC 27349 21450 LOREAL SA 23518 24223 NOVO-NORDISK 27542 34512 NUTRIEN LTD 48015 44548 RECKITT BENCKISER GROUP 34897 37198 RENTOKIL INITIAL PLC 24243 22799 THALES ADR 58858 64285 553263 524181 0 0 DIXIE ESCALANTE CAPITAL AT COST 1076 1076 PORTFOLIO EQUITY ADJUSTMENT 6759 BROKERAGE CHARGES 1331 1331 0 COMPUTER EXPENSES 709 213 496 OFFICE EXPENSE 790 237 553 DIXIE ESCALANTE 59 59 59 INVESTMENT MANAGEMENT FEES 28644 28644 0 FOREIGN TAXES 3701 3701 0 PAYROLL TAXES 3494 699 2795 FEDERAL TAXES 7500 0 0