2022-06-06T13:27:06-05:00 2021-12-31 911466876 GARRISON & KELLEY CPA'S PLLC 1800 112TH AVE NE SUITE 250-W BELLEVUE WA 980042966 990PF 2021-01-01 916575043 KAREN AND GARY SCHWARTZ FOUNDATION KARE 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 GARY SCHWARTZ TRUSTEE 2066546200 2022-05-17 1 GARY SCHWARTZ 999009999 KEVIN J GARRISON P01234052 4254555578 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7883677 X 2803150 399 399 106087 106087 281483 855905 674344 3191119 780830 0 0 0 2365 0 0 3420 0 0 3812 0 0 10543 0 0 22566 22341 0 42706 22341 0 4155000 4155000 4197706 22341 4155000 -1006587 758489 2779809 88396 88396 941943 941943 4135106 4877532 6853338 6914915 5907871 7883677 3082 2625 3082 2625 X 0 0 0 0 6911833 5905246 6911833 5905246 6914915 5907871 6911833 -1006587 0 5905246 0 5905246 13350 NOKIA 2019-03-25 2021-01-27 94118 78102 16016 16016 5500 TERADYNE INC 2016-06-27 2021-01-21 761538 103459 658079 658079 CAPITAL GAINS DIVIDENDS P 249 249 249 674344 10543 0 10543 0 10543 7918 0 15000 0 22918 0 12375 12375 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 5671872 3693047 0 9364919 0 0 9364919 140474 9224445 461222 461222 10543 10543 450679 0 450679 0 450679 4155000 0 4155000 450679 0 0 17396 70737 73348 282914 1574127 2018522 4155000 0 0 0 450679 3704321 0 0 5722843 0 0 0 0 0 0 17396 5705447 70737 73348 282914 1574127 3704321 GARY R SCHWARTZ KAREN K SCHWARTZ X SEATTLE WIND SYMPHONY 14614 26TH DR SE MILL CREEK WA 98012 NONE PUBLIC CHARITY DEDICATED TO THE PRESENTATION OF SYMPHONIC WIND MUSIC 5000 CYSTIC FIBROSIS FOUNDATION 520 PIKE STREET SUITE 1075 SEATTLE WA 98101 NONE PUBLIC CHARITY MEDICAL RESEARCH FOR THE CURE OF CYSTIC FIBROSIS 5000 PLYMOUTH HOUSING 116 STEWART ST SEATTLE WA 98101 NONE PUBLIC CHARITY PROVIDES AFFORDABLE HOUSING TO ADULTS WHO EXPERIENCE CHRONIC HOMLESSNESS 5000 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 10000 JEWISH FAMILY SERVICE 1601 16TH AVE SEATTLE WA 98122 NONE PUBLIC CHARITY NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES 100000 KLINE GALLAND FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 NONE PUBLIC CHARITY MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE 4000000 SALVATION ARMY 111 QUEEN ANNE AVE N SEATTLE WA 98109 NONE PUBLIC CHARITY IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE 10000 TREE HOUSE 2100 24TH AVE S SUITE 200 SEATTLE WA 98144 NONE PUBLIC CHARITY SUPPORT FOR YOUTH IN FOSTER CARE WITH ACADEMIC SUPPORT 10000 YAKIMA VALLEY PET RESCUE PO BOX 944 YAKIMA WA 98907 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 4155000 0 14 399 14 106087 18 281483 0 387969 0 387969 0 0 0 0 0 0 0 0 0 0 X X 1 GARY SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 2803150 X ACCOUNTING FEES 3420 0 0 23000 SH FIRST FINL NORTHWEST 318780 371910 3000 SH VIACOMCBS-A 175800 100110 600 SH HOME DEPOT 81756 249006 13000 SH AES CORP 137674 315900 2500 SH DISCOVERY COMM 48755 58850 3600 SH MERCK & CO 226233 275904 444 SH MICROSOFT 33371 149326 1500 SH US BANCORP 81667 84255 500 SH UNITED HEALTH 108228 251070 6000 SH AMERICA MOVIL SAB 111065 126660 2500 SH DISCOVERY COMM 54222 58850 4500 SH GLAXOSMITHKLINE 166977 198450 1406 SH MICROSOFT 136839 472866 10650 SH NOKIA 45387 66243 3000 SH NUTRIEN 139355 225600 1000 SH US BANK 53565 56170 600 SH UNITED HEALTH 118795 301284 2500 SH DISCOVERY COMM 67880 58850 16000 SH NOKIA 93605 99520 2500 SH US BANK 131155 140425 2000 SH WALGREENS BOOTS 129993 104320 16000 SH AES CORP 309120 388800 300 SH MICROSOFT 29197 100896 220 SH MICROSOFT 21412 73990 1130 SH MICROSOFT 243865 380042 1300 SH MOHAWK 150787 236834 3500 SH VANGUARD HIGH DIV 288750 392385 360 SH ORGANON INC 11331 10962 7500 SH DIMENSIONAL US TARGETED 363373 356400 9500 SH DIMENSIONAL WLD EX US CR 250325 248045 5000 SH TERADYNE 703150 817650 500 SH TERADYNE 45120 81765 LEGAL FEES 2365 0 0 INVESTMENT FEES 20623 20623 0 FOREIGN TAXES ON DIVIDENDS 1718 1718 0 BANK CHARGES 225 0 0 INCOME TAX DUE 3082 2625 CONSULTING FEES 3812 0 0 GARY R SCHWARTZ 4823 LAKE WASHINGTON BLVD NE 4 KIRKLAND WA 98033 EXCISE TAX ON INVESTMENT INCOME 10543 0 0