2022-05-16T10:54:37-05:00 2021-06-30 331197384 ANDERSEN TAX LLC 1200 FIFTH AVENUE SEATTLE WA 98101 990PF 2020-07-01 461533212 GROWING TREE FOUNDATION INC GROW 2062237000 1420 5TH AVE NO 4200 SEATTLE WA 981012375 CHARLES M DRACKETT JR PRESIDENT 2062237000 2022-05-16 1 CHARLES DRACKETT JR 999009999 ALYSON PETERS P01821268 2065777880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 9395162 X 90697 3218 2906 71467 68579 72409 236226 72242 237791 143727 0 0 0 7875 3938 3938 11276 11276 0 200 0 0 19351 15214 3938 345000 345000 364351 15214 348938 -126560 128513 807778 529356 529356 89926 0 0 1996338 3147688 6112989 59446 449374 447573 1471154 1826457 2305244 4424642 5952875 9395162 0 0 X 0 0 0 0 4424642 5952875 4424642 5952875 4424642 5952875 4424642 -126560 1700007 5998089 45214 5952875 PUBLICLY TRADED SECURITIES 217690 163984 53706 53706 CAPITAL GAINS DIVIDENDS P 18536 18536 18536 72242 1786 0 1786 0 1786 3459 0 0 0 3459 X 0 1673 1673 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 1 0 0 1 N/A CHARLES M DRACKETT JR 2062237000 C/O LANE POWELL 1420 FIFTH AVENUE SEATTLE WA 981012375 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES M DRACKETT JR 13313 SALISHAN LANE MOUNT VERNON WA 98273 PRESIDENT 0.00 0 0 0 SUSAN G DRACKETT 13313 SALISHAN LANE MOUNT VERNON WA 98273 SECRETARY/ TREASURER 0.00 0 0 0 MARY FRANCES BURGIN 1551 BEN SAWYER BLVD 46 MT PLEASANT SC 29464 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 5643785 440338 0 6084123 0 0 6084123 91262 5992861 299643 299643 1786 1786 297857 0 297857 0 297857 348938 0 348938 0 348938 297857 342665 0 0 348938 342665 0 0 6273 0 0 0 0 0 0 0 0 410862 0 0 0 CHARLES M DRACKETT JR X AMERICAN CIVIL LIBERTIES UNION 125 BROAD ST 18TH FLOOR NEW YORK NY 10033 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 30000 AUDUBON SOCIETY 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5000 CINCINNATI NATURE CENTER 4949 TEALTOWN RD MILFORD OH 45150 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20000 COPE ENVIRONMENTAL CENTER 1730 AIRPORT ROAD CENTERVILLE IN 47330 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20000 EARTH ISLAND INSTITUTE 2150 ALLSTON WAY STE 460 BERKELEY CA 94704 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5000 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH 17TH FLOOR NEW YORK NY 10010 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15000 EQUITY IN EDUCATION COALITION SEATTLE 605 SW 108TH ST SEATTLE WA 98146 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25000 FILAMENT THEATRE OF CHICAGO 4041 N MILWAUKEE AVE CHICAGO IL 60641 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15000 NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 50000 ORCA CONSERVANCY PO BOX 16628 SEATTLE WA 98116 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5000 PADILLA BAY FOUNDATION 10381 BAYVIEW EDISON RD MOUNT VERNON WA 98273 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 20000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM ST NEW YORK NY 10038 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 15000 SKAGIT COMMUNITY FOUNDATION PO BOX 1763 1220 MEMORIAL HWY SUITE C MOUNT VERNON WA 98273 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25000 SKAGITONIANS TO PRESERVE FARMLAND PO BOX 2405 MOUNT VERNON WA 98273 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 30000 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE 6TH FLOOR CAMBRIDGE MA 02138 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 10000 UNITED WAY OF SKAGIT COUNTY PO BOX 451 BURLINGTON WA 98233 501(C)(3) TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS 25000 345000 0 14 3218 14 71467 18 72409 0 147094 0 147094 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES M DRACKETT JR 13313 SALISHAN LANE MOUNT VERNON WA 98273 90497 X 2 CHARLES M DRACKETT JR 13313 SALISHAN LANE MOUNT VERNON WA 98273 200 X 1 679 SHS PSX, 1,359 SHS COP 90497 2020-07-22 ACCOUNTING FEES 7875 3938 3938 DISTRIBUTABLE AMOUNT FOR 2020 FORM 990-PF, PART XIII, LINE 1(D) ON JUNE 23RD, 2021, GROWING TREE FOUNDATION INC ("THE FOUNDATION") RECEIVED ONE-HALF OF THE TOTAL ASSETS DISTRIBUTED IN A IRC SECTION 507(B)(2) TRANSFER IN CONNECTION WITH THE IRC SECTION 507(A)(1) TERMINATION OF WELCHWOOD FOUNDATION, INC (EIN: 20-3199483). AT THE END OF ITS TAX YEAR ENDING JUNE 30TH, 2021, WELCHWOOD FOUNDATION, INC HAD "UNDISTRIBUTED INCOME" AS DESCRIBED IN IRC SECTION 4942(C) FROM BOTH TAX YEARS 2019 AND 2020. REV. RUL. 2002-28 PROVIDES THAT THE TRANSFEREE FOUNDATION(S) IN AN IRS SECTION 507(B)(2) TRANSFER ASSUME ALL OBLIGATIONS WITH RESPECT TO THE TRANSFEROR'S UNDISTRIBUTED INCOME WITHIN THE MEANING OF IRC SECTION 4942(C). ONE-HALF OF THE UNDISTRIBUTED INCOME ON WELCHWOOD FOUNDATION, INC.'S 2020 FINAL TAX RETURN RELATING TO BOTH TAX YEARS 2019 AND 2020 IS ASSUMED BY GROWING TREE FOUNDATION INC, AND IS REPORTED AS UNDISTRIBUTED INCOME ON FORMS 990-PF FOR THE TAX YEAR ENDING JUNE 30TH, 2021. PENNSYLVANIA ST TPK COMMN SPL 44304 49334 TARGET CORP 5070 5423 LOOMIS SAYLES CORE PLUS BOND FUND 22000 21230 VANGUARD INTERM-TERM INVESTMENT GRADE 110000 105352 VANGUARD S-T INVESTMENT GRADE FUND 110000 109800 VANGUARD SHORT TERM FEDERAL FUND 136000 135258 VANGUARD TOTAL BOND MARKET INDEX FUND 22000 21176 ISHARES RUSSELL 2000 INDEX 88046 215837 SPDR S&P 500 ETF TRUST 1186837 2614590 SPDR S&P MIDCAP 657731 1424911 SPDR S&P DIVIDEND 75257 103082 VANGUARD HIGH DIVIDEND YIELD ETF 69937 97017 BARON DISCOVERY INSTITUTIONAL 119218 273376 EATON VANCE GROWTH TRUST 113075 134146 ISHARES CORE S&P SMALL CAP ETF 54893 70951 CENTERSTONE INVESTORS 97117 117461 BNY MELLON INTERNATIONAL STOCK FUND 118277 207634 MATTHEWS ASIA DIVIDEND FUND 142500 183018 WCM FOCUSED INTERNATIONAL GROWTH FUND 122137 249133 SEAFARER OVERSEAS GROWTH & INCOME 12726 17771 TOUCHSTONE SANDS CAPITAL EMERGING GROWTH 11070 23243 GRANDEUR PEAK U.S STALWARTS 100000 113489 VANGUARD S&P SMALL-CAP 600 ETF 35461 59120 VULCAN VALUE PARTNERS SMALL CAP FUND INS. 43000 47204 ISHARES GLOBAL CLEAN ENERGY 100406 161006 MERGER FUND AT COST 75000 75384 COHEN & STEERS REALTY SHARES AT COST 307801 351577 VITTORIA OFFSHORE LTD. AT COST 1268656 1649876 RIVERPARK LONG/SHORT OPPORTUNITY AT COST 175000 228407 FMV ADJUSTMENT ON CONTRIBUTED STOCK 45214 CONTRIB. FROM WELCHWOOD FOUNDATION, INC. (20-3199483) 507(B)(2) TERMINATION 1700007 INVESTMENT ADVISORY FEES 11276 11276 0 CHARLES M DRACKETT JR 13313 SALISHAN LANE MOUNT VERNON WA 98273 STATE TAXES 200 0 0