2022-10-24T12:53:19-05:00 2021-12-31 910189318 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 990PF 2021-01-01 911641746 SAMIS FOUNDATION SAMI 2066223363 208 JAMES STREET C SEATTLE WA 98104 ELI GENAUER CHAIR TRUSTEESHIP COMMITTEE 2066223363 2022-10-21 1 ELI GENAUER 999009999 WENDY CAMPOS P00448102 2063026500 2022-10-21 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 175859969 X 0 X 5780 5780 239321 239321 12226150 12093205 8896767 1280501 2142866 1280501 13751752 13618807 206949 0 206949 382566 0 366671 58275 0 58341 45527 44113 2311 23100 0 19400 257360 79725 179914 39839 37284 0 1679662 962444 35005 525946 508395 14140 0 14327 1999532 1675728 342858 5232896 3307689 1225776 6134912 5931074 11367808 3307689 7156850 2383944 10311118 2664450 3797663 3797663 1105285 1112077 1112077 1102464 995361 98717 107103 107103 2306554 2306554 313610 103184 300426 210426 210426 103676 738160 738160 9702032 10284208 10284208 1798301 2418993 2418993 79761022 28410797 48270343 51350225 133287955 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COHEN 208 JAMES STREET SUITE C SEATTLE WA 98104 SECRETARY 1.00 0 0 0 DANA BEHAR 208 JAMES STREET SUITE C SEATTLE WA 98104 CHAIR, ENDOWMENT INVESTMENT 1.00 0 0 0 AL MAIMON 208 JAMES STREET SUITE C SEATTLE WA 98104 CHAIR, GRANTS COMMITTEE 1.00 0 0 0 VICTOR ALHADEFF 208 JAMES STREET SUITE C SEATTLE WA 98104 VICE CHAIR, GRANTS COMMITTEE 1.00 0 0 0 GREG ROER 208 JAMES STREET SUITE C SEATTLE WA 98104 CHAIR TRUSTEESHIP COMMITTEE 1.00 0 0 0 RABBI RON-AMI MEYERS 208 JAMES STREET SUITE C SEATTLE WA 98104 RABBI 1.00 0 0 0 BARRY ERNSTOFF 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 EDDIE HASSON 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 LUCY PRUZAN 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 ERNIE SHERMAN 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 MARIA ERLITZ 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 DR ALEX SYTMAN 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 JUDY NEUMAN 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 ELI ALMO 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 LOUIS TREIGER 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 JACK ALMO 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 BEA NAHON 208 JAMES STREET SUITE C SEATTLE WA 98104 MEMBER AT LARGE 1.00 0 0 0 MELISSA RIVKIN 208 JAMES STREET SUITE C SEATTLE WA 98104 DIRECTOR OF DAY SCHO 40.00 156545 21122 0 ARIEL LAPSON 208 JAMES STREET SUITE C SEATTLE WA 98104 PROGRAM OFFICER 40.00 94127 5359 0 LINDA MCCLURE 208 JAMES STREET SUITE C SEATTLE WA 98104 ADMIN ASSISTANT 40.00 79197 16746 0 0 RUMBLE MARKETING 12446 SE 26TH PLACE BELLEVUE WA 98005 WEBSITE DESIGN 130778 TCC GROUP 333 7TH AVE 9TH FL NEW YORK NY 10001 CONSULTING-DEVELOPMENT OF STRATEGIC PLAN 73232 0 0 12155973 4203457 158454341 174813771 0 599091 174214680 2613220 171601460 8580073 8580073 143325 158629 301954 8278119 0 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NY 10017 NONE PC EDUCATIONAL & HUMANITARIAN 140000 BAYIT CHAM 5 WALLENBERG CIRCLE MONSEY NY 10952 NONE PC EDUCATIONAL & HUMANITARIAN 10000 BBYO 800 8TH STREET NW WASHINGTON DC 20001 NONE PC EDUCATIONAL & HUMANITARIAN 10000 CAMP SOLOMON SCHECHTER 117 E LOUISA 110 SEATTLE WA 98102 NONE PC EDUCATIONAL & HUMANITARIAN 5298 CENTER FOR INITIATIVES IN JEWISH EDUCATION 45 BROADWAY SUITE 3050 NEW YORK NY 10006 NONE PC EDUCATIONAL & HUMANITARIAN 37000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 NONE PC EDUCATIONAL & HUMANITARIAN 333333 COLUMBIA BASIN FOUNDATION 234 1ST AVENUE NW STE B EPHRATA WA 98823 NONE PC EDUCATIONAL & HUMANITARIAN 2500 DERECH EMUNAH 5145 SO MORGAN ST SEATTLE WA 98118 NONE PC EDUCATIONAL & HUMANITARIAN 174306 FOUNDATION FOR JEWISH CAMP 253 WEST 35TH ST 4TH FL NEW YORK NY 10001 NONE PC EDUCATIONAL & HUMANITARIAN 18000 FRIENDS OF THE LOWER GRAND COULEE PO BOX 1625 SOAP LAKE WA 98851 NONE PC EDUCATIONAL & HUMANITARIAN 1000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BOULEVARD MIAMI FL 33137 NONE PC EDUCATIONAL & HUMANITARIAN 2500 HARING CENTER - UNIVERSITY OF WASHINGTON 1981 NE COLUMBIA RD SEATTLE WA 98195 NONE PC EDUCATIONAL & HUMANITARIAN 3099 HILLEL FOUNDATION FOR JEWISH LIFE AT THE UNIVERSITY OF WASHINGTON 4745 17TH AVE NE SEATTLE WA 98105 NONE PC EDUCATIONAL & HUMANITARIAN 500 HOLOCAUST CENTER FOR HUMANITY 2045 2ND AVENUE SEATTLE WA 98121 NONE PC EDUCATIONAL & HUMANITARIAN 6000 ISRAEL AMERICAN COUNCIL SEATTLE 5900 CANOGA AVE SUITE 390 WOODLAND HILLS CA 91367 NONE PC EDUCATIONAL & HUMANITARIAN 25000 ISRAEL NATURE AND HERITAGE FOUNDATION OF AMERICA 39 BOLAND DRIVE WEST ORANGE NJ 07052 NONE PC EDUCATIONAL & HUMANITARIAN 10000 JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 NONE PC EDUCATIONAL & HUMANITARIAN 5000 JEWISH DAY SCHOOL PO BOX 7299 BELLEVUE WA 98008 NONE PC EDUCATIONAL & HUMANITARIAN 570283 JEWISH FAMILY SERVICE 1601 16TH AVENUE SEATTLE WA 98122 NONE PC EDUCATIONAL & HUMANITARIAN 50000 JEWISH FEDERATION OF GREATER SEATTLE 2031 THIRD AVE SEATTLE WA 98121 NONE PC EDUCATIONAL & HUMANITARIAN 51780 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET NO 900 NEW YORK NY 10001 NONE PC EDUCATIONAL & HUMANITARIAN 25000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC EDUCATIONAL & HUMANITARIAN 105000 JEWISH PRISONER SERVICES INTERATIONAL PO BOX 85840 SEATTLE WA 98145 NONE PC EDUCATIONAL & HUMANITARIAN 6000 KAV L'NOAR FOUNDATION 348 BROOK AVENUE PASSAIC NJ 07055 NONE PC EDUCATIONAL & HUMANITARIAN 35000 MASQUERS THEATER PO BOX 1174 SOAP LAKE WA 98851 NONE PC EDUCATIONAL & HUMANITARIAN 1000 MCKAY HEALTHCARE & REHAB CENTER PO BOX 819 SOAP LAKE WA 98851 NONE PC EDUCATIONAL & HUMANITARIAN 5000 MENACHEM MENDEL SEATTLE CHEDER 4541 19TH AVENUE NE SEATTLE WA 98105 NONE PC EDUCATIONAL & HUMANITARIAN 336790 MUSIC OF REMEMBRANCE PO BOX 27500 SEATTLE WA 98165 NONE PC EDUCATIONAL & HUMANITARIAN 1000 NEFESH BNEFESH JEWISH SOULS UNITED 50 EISENHOWER DRIVE PARAMAS NJ 07652 NONE PC EDUCATIONAL & HUMANITARIAN 150000 NEIGHBORHOOD HOUSE 1225 S WELLER ST NO 510 SEATTLE WA 98144 NONE PC EDUCATIONAL & HUMANITARIAN 1500 NORTHWEST YESHIVA HIGH SCHOOL 5017 90TH AVE SE MERCER ISLAND WA 98040 NONE PC EDUCATIONAL & HUMANITARIAN 909725 ORTHODOX UNION 11 BROADWAY 14TH FLOOR NEW YORK NY 10004 NONE PC EDUCATIONAL & HUMANITARIAN 20000 PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE SUITE 1501 NEW YORK NY 10017 NONE PC EDUCATIONAL & HUMANITARIAN 431525 PLYMOUTH HOUSING GROUP AND SUBSIDIARIES 2113 THIRD AVENUE SEATTLE WA 98121 NONE PC EDUCATIONAL & HUMANITARIAN 10000 PRIZMAH CENTER FOR JEWISH DAY SCHOOLS 254 WEST 54TH STREET 11TH FLOOR NEW YORK NY 10019 NONE PC EDUCATIONAL & HUMANITARIAN 18000 PUBLIC DEFENDER ASSOCIATION 110 PREFONTAINE PLACE SOUTH NO 50 SEATTLE WA 98104 NONE PC EDUCATIONAL & HUMANITARIAN 13000 SEATTLE HEBREW ACADEMY 1617 INTERLAKEN DR EAST SEATTLE WA 98112 NONE PC EDUCATIONAL & HUMANITARIAN 783857 SEATTLE JEWISH COMMUNITY SCHOOL 12351 8TH AVENUE NE SEATTLE WA 98125 NONE PC EDUCATIONAL & HUMANITARIAN 577755 SEPHARDIC JEWISH BROTHERHOOD FOUNDATION 6767 108TH STREET FOREST HILLS NY 11375 NONE PC EDUCATIONAL & HUMANITARIAN 1800 STROUM JEWISH COMMUNITY CENTER 3801 E MERCER WAY MERCER ISLAND WA 98040 NONE PC EDUCATIONAL & HUMANITARIAN 33000 THE DOROTHY AND MYER KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY 5110 DENSMORE AVE ENCINO CA 91436 NONE PC EDUCATIONAL & HUMANITARIAN 15178 THE FRIENDSHIP CIRCLE 2737 77TH AVE SE SUITE 101 MERCER ISLAND WA 98040 NONE PC EDUCATIONAL & HUMANITARIAN 1800 THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 NONE PC EDUCATIONAL & HUMANITARIAN 40000 TORAH DAY SCHOOL 1625 SOUTH COLUMBIAN WAY SEATTLE WA 98108 NONE PC EDUCATIONAL & HUMANITARIAN 560045 UNION FOR REFORM JUDAISM - CAMP KALSMAN 11410 NE 124TH ST 622 KIRKLAND WA 98034 NONE PC EDUCATIONAL & HUMANITARIAN 142500 WASHINGTON STATE JEWISH HISTORICAL SOCIETY 3801 E MERCER WAY MERCER ISLAND WA 98040 NONE PC EDUCATIONAL & HUMANITARIAN 5000 WEST COAST NCSY 9831 WEST PICO BLVD LOS ANGELES CA 90035 NONE PC EDUCATIONAL & HUMANITARIAN 28000 5931074 AMERICA GIVES 1732 FIRST AVENUE NO 27091 NEW YORK NY 10128 NONE PC EDUCATIONAL & HUMANITARIAN 12500 AMERICAN FRIENDS OF OGEN 2330 MILTON ROAD UNIVERSITY HEIGHTS OH 44118 NONE PC EDUCATIONAL & HUMANITARIAN 25000 AMERICAN FRIENDS OF THE ALLIANCE ISRAELITE UNIVERSELLE 150 WEST 30TH STREET NO 900 NEW YORK NY 10001 NONE PC EDUCATIONAL & HUMANITARIAN 25000 AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVE NEW YORK NY 10017 NONE PC EDUCATIONAL & HUMANITARIAN 25000 CENTER FOR INITIATIVES IN JEWISH EDUCATION 45 BROADWAY SUITE 3050 NEW YORK NY 10006 NONE PC EDUCATIONAL & HUMANITARIAN 7000 DERECH EMUNAH 5145 SO MORGAN ST SEATTLE WA 98118 NONE PC EDUCATIONAL & HUMANITARIAN 3750 JEWISH DAY SCHOOL PO BOX 7299 BELLEVUE WA 98008 NONE PC EDUCATIONAL & HUMANITARIAN 12500 JEWISH FEDERATION OF GREATER SEATTLE 2031 THIRD AVE SEATTLE WA 98121 NONE PC EDUCATIONAL & HUMANITARIAN 38920 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC EDUCATIONAL & HUMANITARIAN 25000 NORTHWEST YESHIVA HIGH SCHOOL 5017 90TH AVE SE MERCER ISLAND WA 98040 NONE PC EDUCATIONAL & HUMANITARIAN 7500 PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE SUITE 1501 NEW YORK NY 10017 NONE PC EDUCATIONAL & HUMANITARIAN 115000 SEATTLE HEBREW ACADEMY 1617 INTERLAKEN DR EAST SEATTLE WA 98112 NONE PC EDUCATIONAL & HUMANITARIAN 12500 SEATTLE JEWISH COMMUNITY SCHOOL 12351 8TH AVENUE NE SEATTLE WA 98125 NONE PC EDUCATIONAL & HUMANITARIAN 9684 TORAH DAY SCHOOL 1625 SOUTH COLUMBIAN WAY SEATTLE WA 98108 NONE PC EDUCATIONAL & HUMANITARIAN 7500 MENACHEM MENDEL SEATTLE CHEDER 4541 19TH AVENUE NE SEATTLE WA 98105 NONE PC EDUCATIONAL & HUMANITARIAN 7500 334354 14 5780 14 239321 531120 93206 16 8803561 18 1280501 93206 10329163 0 10422369 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23100 0 19400 PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: SAMIS LAND CO. EMPLOYER ID NUMBER: 91-0517717ADDRESS: 208 JAMES STREET, #CSEATTLE, WA 98104 EXCESS BUSINESS HOLDING [ ] YES [X ] NO VANGUARD INTM TERM INV G ADM 721375 721375 VANGUARD SHORT TERM INVT GRADE ADM 481838 481838 VANGUARD TOTAL BOND MARKET INDEX ADM 1215780 1215780 VANGUARD FTSE ALL WORLD EX US SMALL CAP INDEX FUND SHARES 713739 713739 VANGUARD INTERNATIONAL VALUE #46 478033 478033 VANGUARD MID CAP INDEX ADM 1061266 1061266 VANGUARD MIDCAP VALUE INDEX ADMIRAL 786464 786464 VANGUARD SMALL CAP INDEX FUND 489884 489884 VANGUARD SMALL CAP VALUE INDEX FUND 757486 757486 VANGUARD TOT INT ST INDX ADM 1696621 1696621 VANGUARD TOTAL STOCK MKT IDX ADM 2700373 2700373 VANGUARD VALUE INDEX ADM 1600342 1600342 SAMIS LAND CO. FMV 21420000 21420000 LEGAL FEES 45527 44113 2311 NET INTANGIBLE ASSETS 271387 176830 176830 INTERCOMPANY RECEIVABLE 2185370 0 0 CHANGE IN VALUE OF SAMIS LAND CO. 6650000 AMORTIZATION 125447 123562 0 UTILITY EXPENSES 288956 288956 0 SECURITY EXPENSE 38645 38645 0 JANITORIAL 51227 51227 0 ADMINISTRATIVE EXPENSES 224004 223724 0 LEASING & MARKETING 15663 15663 0 TENANT PARKING 16970 16970 0 REPAIRS & MAINTENANCE 659598 659209 0 GROUNDS EXPENSE 10496 10496 0 INSURANCE 242726 242715 0 LICENSES 4561 4561 0 MARKETING 225813 0 233332 OTHER ADMIN 95426 0 109526 UNREALIZED GAIN/LOSS FROM INVESTMENTS 1037758 PROPERTY DISTRIBUTION FROM SAMIS LAND CO. 3514100 LEASE DEPOSITS 1147695 699509 INTEREST PAYABLE 7856 0 FEDERAL INCOME TAX LIABILITY 0 550000 CONSULTING FEES 180939 3304 179914 INVESTMENT MANAGEMENT 76421 76421 0 EXCISE TAXES 665330 0 0 TAXES 976930 960047 0 B&O TAXES 2397 2397 0 PAYROLL TAXES 35005 0 35005