2025-07-22T16:47:25-05:00 2024-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2024-01-01 731661452 PEG AND RICK YOUNG FOUNDATION PEGA 2066330752 CO JOANNE YOUNG PO BOX 31878 SEATTLE WA 98103 JOANNE YOUNG DIRECTOR 2066330752 2025-07-08 1 1 KERMIT ANDERSON P00030870 4256291990 2025-07-07 2024 2025-03-06 01:10:19Z X 3835133 X X 20248 20248 55922 55922 168327 1105508 168327 244497 244497 42940 8588 34352 4390 878 3512 3185 956 2229 27108 27108 0 5751 2913 2838 3140 1440 1700 86514 41883 44631 325000 325000 411514 41883 369631 -167017 202614 23722 49762 49762 14211 11716 11716 507496 538582 517275 1958193 1737711 2674227 604188 603022 581077 1076 1076 1076 3108886 2941869 3835133 0 0 X 4284023 4284023 0 0 -1175137 -1342154 3108886 2941869 3108886 2941869 3108886 -167017 0 2941869 0 2941869 PUBLICLY TRADED SECURITIES 1101759 937181 164578 164578 CAPITAL GAINS DIVIDENDS P 3749 3749 3749 168327 2816 0 2816 0 2816 3240 0 2500 0 5740 0 2924 2924 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 5500 0 0 ROBERT NESS PO BOX 31878 SEATTLE WA 98103 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3836860 62141 6076 3905077 0 0 3905077 58576 3846501 192325 192325 2816 2816 189509 0 189509 0 189509 369631 0 369631 189509 0 0 90182 139678 154072 146171 179215 709318 369631 0 0 0 189509 180122 0 0 889440 0 0 0 0 0 0 90182 799258 139678 154072 146171 179215 180122 X ACT THEATRE 700 UNION ST SEATTLE WA 981014037 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 AID NORTHWEST 2367 TACOMA AVE S TACOMA WA 98402 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 ASSISTANCE LEAGUE OF BELLINGHAM PO BOX 2998 1322 CORNWALL AVE BELLINGHAM WA 98225 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1500 BACKPACK BRIGADE 4111 E MADISON ST 21 SEATTLE WA 98112 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 BELLEVUE BOYS & GIRLS CLUB 209 100TH AVE NE BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 BIRDNOTETUNE IN TO NATUREORG PO BOX 1857 ASHEVILLE NC 28802 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 BOYS AND GIRLS CLUB OF KING COUNTY 220 W MERCER ST SEATTLE WA 98119 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 20000 BOYS AND GIRLS CLUB OF SNOHOMISH COUNTY 8223 BROADWAY STE 100 EVERETT WA 98203 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7500 CASCADIA ART MUSEUM 190 SUNSET E EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 CHILDREN'S ALLIANCE 113 CHERRY ST BOX 87190 SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 EARTHCORPS 6310 NE 74TH ST SUITE 201E SEATTLE WA 98115 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 EDMONDS CENTER FOR THE ARTS 410 4TH AVE N EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS DRIFTWOOD PLAYERS PO BOX 385 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 EDMONDS FOOD BANK PO BOX 131 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 EDMONDS WATERFRONT CENTEREDMONDS SENIOR CENTER PO BOX 717 EDMONDS WA 98020 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 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 UNIVERSITY OF WASHINGTON BOX 355855 SEATTLE WA 98195 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 983350173 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4500 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 1601 5TH AVE STE 1900 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 GROW NW PO BOX 19748 SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 GRUB GARDEN RAISED BOUNTY 2016 ELLIOTT AVE NW OLYMPIA WA 98502 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 HOMAGE SENIOR SERVICES 5026 196TH ST SW LYNNWOOD WA 98036 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 IMAGINE CHILDRENS MUSEUM 1502 WALL ST EVERETT WA 98201 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 LAKE STEVENS COMMUNITY FOOD BANK PO BOX 1031 LAKE STEVENS WA 98258 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 LEADERSHIP TOMORROW 1301 5TH AVE STE 1500 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 LIFEWIRE PO BOX 6398 BELLEVUE WA 98008 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 MAITREYA CHARITY 6409 204TH DR NE REDMOND WA 980537827 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 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 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 10000 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 615 2ND AVE STE 400 SEATTLE WA 98104 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 OPERATION SNOW LEOPARD 8443 ABBEY RD RICHMOND VA 23235 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 PACIFIC NORTHWEST BALLET 301 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 PARTNERS ASIA 436 14TH ST SUITE 411 OAKLAND CA 94612 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 REWA 4008 MARTIN LUTHER KING JR WAY SOUTH SEATTLE WA 98108 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 SAFEFUTURES YOUTH CENTER 6337 35TH AVE SW SEATTLE WA 98126 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 10000 SAHAR EDUCATION PO BOX 17672 SEATTLE WA 98127 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 31000 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SEATTLE ARTS & LECTURES 340 15TH AVE E 301 SEATTLE WA 98112 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 SEATTLE OPERA 363 MERCER STREET SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 7000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 98111 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 SHAKESPEARE NORTHWEST 1500 E COLLEGE WAY 502 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 SILK ROAD DANCE COMPANY PO BOX 11346 TAKOMA PARK MD 20913 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3500 SKAGIT GLEANERS 1021 RIVERSIDE DR MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 3000 SKAGIT RIVER POETRY FOUNDATION PO BOX 238 LA CONNER WA 98257 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2000 SOUND GENERATIONS 2208 SECOND AVE SUITE 100 SEATTLE WA 98121 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 TACOMA COMMUNITY HOUSE PO BOX 5107 TACOMA WA 98415 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 THE SOPHIA WAY 100 BELLEVUE WAY NE 8A-110 BELLEVUE WA 98004 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 THE STUNTZ MYCOLOGY FUND 1916 N 49TH ST SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 TILTH ALLIANCE 4649 SUNNYSIDE AVE N ROOM 100 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 6000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 359505 SEATTLE WA 981959505 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 20000 UNIVERSITY TEMPLE CHILDREN'S SCHOOL 1415 NE 43RD SEATTLE WA 98105 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 UPAYA SOCIAL VENTURES 508 YALE AVE N 214 SEATTLE WA 98109 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 1000 WALLINGFORD COMMUNITY SENIOR CENTER 4649 SUNNYSIDE AVE N SUITE 140 SEATTLE WA 98103 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 5000 WELLSPRING FAMILY SERVICES 1900 RAINIER AVENUE SOUTH SEATTLE WA 98144 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 2500 WESTERN WASHINGTON FRUIT RESEARCH PO BOX 864 MOUNT VERNON WA 98273 NONE 501(C)(3) TO ASSIST IN CARRYING OUT THE ORG. CHARITABLE PURPOSE 4000 325000 0 14 20248 14 55922 14 18 168327 0 244497 0 244497 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3185 956 2229 ABBVIE INC 29116 29662 GILEAD SCIENCES 34937 35028 JPMORGAN CHASE 25210 24768 BANK OF AMERICA 25773 24777 MORGAN STANLEY 36441 34892 VERIZON COMMUNICATIONS 35210 34305 STARBUCKS 26193 23995 GOLDMAN SACHS 28456 26872 COMCAST CORP 27287 23439 INTERCONTINENTAL EXCHANGE 35284 30286 ORACLE CORP 25392 22168 AMGEN INC 26965 26742 HOME DEPOT 29417 29320 LOWES 30632 29154 WALT DISNEY COMPANY 24481 24208 ISHARES INTERMEDIATE GOVT CREDIT BOND ETF 130879 130809 UNITED HEALTH GROUP 31349 30652 ACCOR TECHNOLOGY STOCK 5000 5000 CHARLES SCHWAB BANK DEPOSIT ACCOUNT 183326 183326 VERSUS CAPITAL RE FUND 68151 71616 VARIANT IMPACT FUND 89265 87555 VERSUS CAPITAL REAL ASSETS 94130 120301 ALPHABET INC 16530 142922 AMAZON.COM 27587 60332 HOME DEPOT 12846 40844 PROCTOR AND GAMBLE 51279 72425 ARTHUR J. GALLAGHER 21999 53932 JPMORGAN CHASE 49950 85097 ABBVIE INC 24017 35540 APPLE 41997 131721 MICROSOFT 17656 169022 VISA 23677 69529 PAX SMALL 121178 138492 NXP SEMICONDUCTORS 15926 15589 TOTAL S.A. 37891 46597 SSE PLC ADR 16486 16143 SONY CORP 18975 32057 ISHARES MSCI 77797 63608 CENCORA 18304 25838 MERCK 43514 41782 UNITED HEALTH GROUP 16656 17199 EMERSON ELECTRIC 22495 31602 PALO ALTO NETWORCKS INC 22717 44034 AVALONBAY COMMUNITIES 22979 24197 NOVO-NORDISK 20251 32257 THALES ADR 44188 54569 AMERICAN INTL GROUP 21402 25480 STATE STREET 33145 45149 STRYKER 45941 48967 EATON CORP PLC 23537 33187 BROADCOM LTD 15196 56801 NVIDIA 38243 144362 SERVICENOW INC 29968 58307 AMERICAN ELECTRIC POWER 31668 30897 UNIVERSAL MUSIC GROUP NV ADR 41293 42363 SUMITOMO MITSUI FINANCIAL GROUP 22999 35066 CRH PLC 40916 51811 WAL MART STORES 69370 82670 VERALTO CORP 53288 60601 SIEMENS AG ADR 43978 45440 538582 517275 0 0 DIXIE ESCALANTE CAPITAL AT COST 1076 1076 BROKERAGE CHARGES 784 784 0 COMPUTER EXPENSES 131 39 92 LICENSE 85 0 85 MEETING EXPENSE 203 61 142 OFFICE EXPENSE 663 199 464 TRAVEL 76 23 53 SUBSCRIPTIONS 1147 344 803 POSTAGE 87 26 61 BANK CHARGES -36 -36 0 INVESTMENT MANAGEMENT FEES 27108 27108 0 FOREIGN TAXES 2204 2204 0 PAYROLL TAXES 3547 709 2838