2025-06-18T16:36:56-05:00 2024-12-31 911466876 GARRISON & KELLEY CPA'S PLLC 3020 ISSAQUAH PINE LAKE RD SE 481 SAMMAMISH WA 98075 990PF 2024-01-01 916575043 KAREN AND GARY SCHWARTZ FOUNDATION KARE 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 GARY SCHWARTZ TRUSTEE 2066546200 2025-06-05 1 1 KEVIN J GARRISON P01234052 4254555578 X 2024 2025-03-06 01:10:19Z X 6560224 X 2000000 94000 94000 92674 92674 -132428 1808674 180501 2054246 367175 0 0 0 2909 0 0 3550 0 0 4739 0 0 26255 26220 0 37453 26220 0 6400000 6400000 6437453 26220 6400000 -4383207 340955 291578 35083 35083 10178 18761 18761 8746 4007 4007 4195088 2005634 2019968 4832152 2891050 4482405 9337742 4954535 6560224 0 0 X 0 0 0 0 9337742 4954535 9337742 4954535 9337742 4954535 9337742 -4383207 0 4954535 0 4954535 6000 AMERICA MOVIL SA P 2018-03-01 2024-02-13 101280 111065 -9785 -9785 3500 DEVON ENERGY D 2015-12-14 2024-02-14 147243 113651 33592 33592 3000 DIMENSIONAL US TARGETED VALUE P 2021-11-19 2024-08-01 165160 145349 19811 19811 9500 DIMENSIONAL WLD EX US CRED P 2021-11-19 2024-02-13 225637 250325 -24688 -24688 3600 GSK PLC ADR P 2018-01-08 2024-02-13 148408 136654 11754 11754 4500 HALEON PLC P 2018-01-08 2024-02-13 36269 30323 5946 5946 1300 MOHAWK P 2020-03-06 2024-02-13 149635 150787 -1152 -1152 26650 NOKIA CORP P 2018-12-26 2024-02-15 94069 138992 -44923 -44923 3000 NUTRIEN LTD P 2018-02-06 2024-02-14 147778 139355 8423 8423 5000 WARNER BROS DISCOVERY P 2017-12-11 2024-02-13 48049 102977 -54928 -54928 23000 FIRST FINL NORTHWEST D 2007-10-24 2024-02-13 479117 230000 249117 249117 3000 PARAMOUNT GLOBAL D 2006-01-11 2024-02-13 66029 78695 -12666 -12666 180501 4739 0 4739 0 4739 8746 0 4000 0 12746 0 8007 8007 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 6406983 207180 0 6614163 0 0 6614163 99212 6514951 325748 325748 4739 4739 321009 0 321009 0 321009 6400000 0 6400000 321009 0 0 282914 1574127 3704321 1023657 975565 7560584 6400000 0 0 0 321009 6078991 0 0 13639575 0 0 0 0 0 0 282914 13356661 1574127 3704321 1023657 975565 6078991 GARY R SCHWARTZ KAREN K SCHWARTZ X ARIZONA HUMANE SOCIETY 9226 N 13TH AVE PHOENIX AZ 85021 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 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 SPOKANE AREA JEWISH FAMILY SERVICE 1322 EAST 30TH AVE SPOKANE WA 98203 NONE PUBLIC CHARITY NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES 100000 HALO ANIMAL RESCUE 3227 EAST BELL ROAD STE D151 PHOENIX AZ 85032 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 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. 250000 JEWISH FAMILY SERVICE 1601 16TH AVE SEATTLE WA 98122 NONE PUBLIC CHARITY NURSING CARE, COUNSELING FOR CHILDREN AND FAMILIES 3000000 KLINE GALLAND FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 NONE PUBLIC CHARITY MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE 3000000 SALVATION ARMY 111 QUEEN ANNE AVE N SEATTLE WA 98109 NONE PUBLIC CHARITY IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE 25000 SEATTLE HUMANE SOCIETY 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 YAKIMA VALLEY PET RESCUE PO BOX 944 YAKIMA WA 98907 NONE PUBLIC CHARITY RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 6400000 0 14 94000 14 92674 18 -132428 0 54246 0 54246 0 0 0 0 0 0 0 0 0 0 X X 1 GARY SCHWARTZ 1904 3RD AVE STE 325 SEATTLE WA 98101 2000000 X ACCOUNTING FEES 3550 0 0 600 SH HOME DEPOT 81756 233394 29000 SH AES CORP 446794 373230 3600 SH MERCK & CO 226233 358128 244 SH MICROSOFT 18339 102846 500 SH UNITED HEALTH 108228 252930 1206 SH MICROSOFT 117374 508329 600 SH UNITED HEALTH 118795 303516 220 SH MICROSOFT 21412 92730 1130 SH MICROSOFT 243865 476295 3500 SH VANGUARD HIGH DIV 288750 446565 4500 SH DIMENSIONAL US TARGETED 218024 250470 5000 SH TERADYNE 703150 629600 500 SH TERADYNE 45120 62960 600 SH MICROSOFT 151086 252900 1100 SH TERADYNE 102124 138512 2005634 2019968 0 0 LEGAL FEES 2909 0 0 INVESTMENT FEES 25651 25651 0 FOREIGN TAXES ON DIVIDENDS 569 569 0 BANK CHARGES 35 0 0 GARY R SCHWARTZ 4823 LAKE WASHINGTON BLVD NE 4 KIRKLAND WA 98033 EXCISE TAX ON INVESTMENT INCOME 4739 0 0