2022-08-04T16:25:58-05:00 2021-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2021-01-01 731661452 PEG AND RICK YOUNG FOUNDATION PEGA 2066330752 CO JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 JOANNE YOUNG DIRECTOR 2066330752 2022-07-19 1 JOANNE YOUNG 999009999 KERMIT ANDERSON P00030870 4256291990 2022-07-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 4722564 X X 22520 22520 95123 95123 310737 1808707 310737 40 40 428420 428420 42440 8488 33952 4745 949 3796 1630 489 1141 32732 32732 0 19206 10028 2678 1649 492 1157 102402 53178 42724 337450 337450 439852 53178 380174 -11432 375242 64061 30494 30494 4205 4206 4206 584008 510441 522767 2591424 2802824 3737584 533211 417512 426437 1076 1076 1076 3777985 3766553 4722564 0 0 X 4284023 4284023 0 0 -506038 -517470 3777985 3766553 3777985 3766553 3777985 -11432 0 3766553 0 3766553 PUBLIC TRADED SECURITIES 1789774 1497970 291804 291804 CAPITAL GAINS DIVIDENDS P 18933 18933 18933 310737 5216 0 5216 0 5216 2387 0 7500 0 9887 52 4619 4619 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 4646926 43816 6076 4696818 0 0 4696818 70452 4626366 231318 231318 5216 5216 226102 0 226102 0 226102 380174 0 380174 226102 0 0 84209 80357 73733 90182 139678 468159 380174 0 0 0 226102 154072 0 0 622231 0 0 0 0 0 0 84209 538022 80357 73733 90182 139678 154072 X AID NORTHWEST 1915 S SHERIDAN AVE TACOMA WA 98405 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 ARTISTS TRUST 1835 12TH AVE SEATTLE WA 98122 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 8000 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 BIRDNOTETUNE IN TO NATUREORG PO BOX 1857 ASHEVILLE NC 28802 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 BOYS AND GIRLS CLUB OF KING COUNTY 603 STEWART ST STE 300 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY 9502 19TH AVE SE EVERETT WA 98208 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7500 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 CHILDREN'S ALLIANCE 100 S KING ST STE 100-1026 SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 CLOTHES FOR KIDS 16725 52ND AVE W STE B LYNNWOOD WA 98037 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 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 DADS (DIVINE ALTERNATIVES FOR DADS SERVICES) 5709 RAINIER AVE S SEATTLE WA 98118 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 DAWN DOMESTIC ABUSE WOMEN'S NETWORK PO BOX 1449 KENT WA 98035 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 DRIFTWOOD PLAYERS PO BOX 385 EDMONDS WA 98020 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 8700 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 5000 EDMONDS SENIOR CENTER (SCSC) PO BOX 717 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 15000 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 909 NE 43RD STREET SUITE 210 SEATTLE WA 98105 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 250 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 GARDEN RAISED BOUNTYGRUB 2016 ELLIOTT AVE NW OLYMPIA WA 98502 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 GLOBAL IMPACT 1199 NORTH FAIRFAX ST STE 300 ALEXANDRIA VA 22314 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 15000 GLOBAL LEADERSHIP FORUM 2313 N 43RD ST SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 GLOBAL WASHINGTON WESTLAKE TOWER 1601 FIFTH AVE SUITE 1900 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 GROW (FISCAL SPONSOR FOR SEATTLE GIVING GARDEN NETWORK) PO BOX 19748 SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1500 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 SNO CO) 5026 196TH ST SW LYNNWOOD WA 98036 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 8000 IMAGINE CHILDRENS MUSEUM 1502 WALL ST EVERETT WA 98201 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 LAUNCH (FORMERLY COMMUNITY DAY SCHOOL) 3401 RAINIER AVE S STE A SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1250 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 1000 MAITREYA CHARITY 6409 204TH DR NE REDMOND WA 98053 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 MAPLE VALLEY YOUTH SYMPHONY PO BOX 1261 MAPLE VALLEY WA 98038 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 MUSTARD SEED OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 250 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 1000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) SNOHOMISH PO BOX 12487 EVERETT WA 98206 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) WA 1107 NE 45TH ST SUITE 230 SEATTLE WA 98105 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 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 7500 NEW BEGINNINGS PO BOX 75125 SEATTLE WA 98175 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 15000 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7500 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 7500 NW FILM FORUM 1515 12TH AVE SEATTLE WA 98122 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 ORCA NETWORK 485 LABELLA VISTA WAY FREELAND WA 98249 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 PACIFIC NW BALLET 301 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 PARTNERS ASIA 436 114TH ST STE 700 OAKLAND CA 94612 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 RAINIER VALLEY FOOD BANK 4205 RAINIER AVE S SEATTLE WA 98118 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 RE SOURCES 2309 MERIDIAN STREET BELLINGHAM WA 98225 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 SAFEFUTURES YOUTH CENTER 6337 35TH AVE SW SEATTLE WA 98126 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SAHAR EDUCATION PO BOX 17672 SEATTLE WA 98127 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 SEATTLE AQUARIUM SOCIETY 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6250 SEATTLE OPERA 363 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 8000 SEATTLE SYMPHONY ORCHESTRA INC PO BOX 21906 SEATTLE WA 981113906 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 SEATTLE'S UNION GOSPEL MISSION PO BOX 202 SEATTLE WA 981110202 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 SILK ROAD DANCE COMPANY PO BOX 11346 TAKOMA PARK MD 20913 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 SKAGIT GLEANERS 1021 RIVERSIDE DR MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 SOPHIA WAY 11061 NE 2ND STREET STE 223 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 SOUND GENERATIONS - MEALS ON WHEELS 2208 SECOND AVENUE SUITE 100 SEATTLE WA 98121 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 TILTH ALLIANCE (FORMERLY SEATTLE TILTH) 4649 SUNNYSIDE AVE N 100 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 TREEHOUSE 2100 24TH AVE S STE 200 SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2250 UNIVERSITY OF WASHINGTON FOUNDATION BOX 359505 SEATTLE WA 981959505 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 23000 VELOCITY DANCE 117 E LOUISA ST 268 SEATTLE WA 98102 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WALLINGFORD COMMUNITY 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 2000 WHATCOM FAMILY & COMMUNITY NETWORK 2303 MOORE ST BELLINGHAM WA 98229 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 337450 0 14 22520 14 95123 14 40 18 310737 0 428420 0 428420 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1630 489 1141 ABBVIE INC 31736 31338 AMERICAN TOWER CORP 51199 53831 GILEAD SCIENCES 34879 37672 CONOCOPHILLIPS 31559 33771 JPMORGAN CHASE 25731 26564 BANK OF AMERICA 27400 26931 MORGAN STANLEY 38155 37847 BOSTON PROPERTIES 28488 28321 VERIZON COMMUNICATIONS 16765 16596 STARBUCKS 26830 27235 GOLDMAN SACHS 15338 15241 COMCAST CORP 28451 27187 INTERCONTINENTAL EXCHANGE 35430 34682 ORACLE CORP 25551 25065 ACCRUED INTEREST 0 4156 ACCOR TECHNOLOGY STOCK 5000 5000 CHARLES SCHWAB BANK DEPOSIT ACCOUNT 107334 107334 VERSUS CAPITAL 180366 218269 VARIANT ALTERNATIVE INCOME FUND 70027 72524 VERSUS CAPITAL 215887 240055 ALPHABET INC 55673 179616 VERIZON COMMUNICATIONS 39216 37411 AMAZON.COM 27803 43346 AUTONATION 19364 23954 BEST BUY 24780 22352 DANA INCORPORATED 18680 21907 HOME DEPOT 12846 43576 NIKE 31277 45001 TJX 16672 18980 HERBALIFE 31895 24149 PROCTOR AND GAMBLE 59571 79663 ARTHUR J. GALLAGHER 28946 42418 BLACKROCK 39228 50356 FIRST HORIZON 20524 21392 JPMORGAN CHASE 47958 49089 MORGAN STANLEY 20599 40246 TRUIST FINANCIAL 22405 31617 ABBVIE INC 41250 58899 JOHNSON & JOHNSON 62744 71849 THERMO FISHER SCIENTIFIC 54128 66724 ZOETIS 26678 54907 CARRIER GLOBAL CORP 7068 24408 FORTIVE CORP 44455 48826 HONEYWELL 25646 47957 MASCO 21318 27035 OSHKOSH 36534 38885 UNION PACIFIC 21201 23933 ANALOG DEVICES 27979 46579 APPLE 53677 114710 APPLIED MATERIALS 36982 50355 CISCO SYSTEMS 33833 44359 FORTINET 33861 46722 MASTERCARD 21412 21559 MICROSOFT 29258 171860 MOTOROLA 28293 42114 SALESFORCE 44860 41931 VISA 23098 46593 AVERY DENNISON 27355 28154 CELANESE CORP 23779 32772 BOSTON PROPERTIES 34294 37434 NEXTRA ENERGY 15220 20539 PAX SMALL 174448 210383 AIR LIQUIDE 17951 18481 DASSAULT SYSTEMS 25200 32526 DEUTSHE 30958 32040 ERSTE 21063 23900 ING GROEP 20614 23386 LEGRAND 15139 21725 NXP SEMICONDUCTORS 23359 25056 RWE 21482 24090 ROCHE HOLDINGS 22434 32306 TOTAL S.A. 40851 45256 UNIVERSAL MUSIC GROUP 9981 10008 FERGUSON PLC 20070 33367 INTERCONTINENTAL HOTELS 18655 20019 KING FISHER 32823 41587 SSE PLC ADR 23610 25856 HOYA CORP 14352 23183 ORIX 30341 34605 RECRUIT HOLDINGS 24364 37819 SHIN-ETSU CHEMICAL 37250 40164 SONY CORP 56413 87848 DBS GROUP HOLDINGS 27971 36510 MACQUARIE 23052 28521 SONIC HEALTHCARE 24150 26912 ISHARES MSCI 140572 130976 CANADIAN PACIFIC 20878 23381 TORONTO DOMINION BANK 13869 20320 510441 522767 0 0 DIXIE ESCALANTE CAPITAL AT COST 1076 1076 BANK CHARGES 8 8 0 COMPUTER EXPENSES 131 39 92 LICENSE 25 0 25 OFFICE EXPENSE 694 208 486 SUBSCRIPTIONS 791 237 554 DIXIE ESCALANTE 40 40 40 INVESTMENT MANAGEMENT FEES 32732 32732 0 FOREIGN TAXES 9359 9359 0 PAYROLL TAXES 3347 669 2678 FEDERAL TAXES 6500 0 0