2025-03-15T13:27:19-05:00 2024-12-31 390758449 WIPFLI LLP 2725 ROCKY MOUNTAIN AVE STE 400 LOVELAND CO 80538 990PF 2024-01-01 453368044 WILLIAM I SMITH FAMILY FOUNDATION WILL 2068299567 2319 N 133RD STREET SEATTLE WA 98133 SARA CANADY PRESIDENT 2068299567 2025-03-06 1 1 HOLLY SCHMIDT P01867045 3037590089 2025-03-06 2024 2025-03-06 01:10:19Z X 14328419 X X 82218 82218 182924 182924 2014431 5093368 2014431 2279573 2279573 90000 0 0 2100 2100 0 118844 118844 0 22532 0 0 39437 0 0 272913 120944 0 562000 562000 834913 120944 562000 1444660 2158629 28085 39015 39015 48938 652408 652408 6269698 5267067 10122992 1093363 2943692 2981318 365023 363448 532686 7805107 9265630 14328419 0 0 X 7805107 9265630 0 0 0 0 7805107 9265630 7805107 9265630 7805107 1444660 15863 9265630 0 9265630 UBS #1178 - ST SUMMARY 2024-12-31 589599 549913 39686 39686 UBS #1178 - LT SUMMARY 2024-12-31 4492983 2527120 1965863 1965863 UBS #1178 - NONDIVIDEND DISTRIBUTIONS 2024-12-31 8038 8038 8038 UBS #1178 - CAPITAL GAIN DISTRUBITION 2024-12-31 844 844 844 UBS #1178 - UNDETERMINED 2024-12-31 1904 1904 0 0 2014431 30005 0 30005 0 30005 14960 0 0 0 14960 X 0 15045 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A SARA CANADY 2068299567 2319 N 133RD STREET SEATTLE WA 98133 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARA CANADY 2319 N 133RD ST SEATLLE WA 98133 PRESIDENT 2.00 10000 0 0 SCOTT CANADY 2975 S WILLOW ST DENVER CO 80231 VICE PRESIDENT 2.00 10000 0 0 STEVEN CANADY 2975 S WILLOW ST DENVER CO 80231 TREASURER 2.00 10000 0 0 KAREN CANADY 1034 S GRAMERCY PLACE LOS ANGELES CA 90019 SECRETARY 2.00 10000 0 0 JAMES KRANTZ 2319 N 133RD ST SEATLLE WA 98133 GRANT OFFICER 2.00 10000 0 0 LYNN GATEWOOD 315 ALBUQUERQUE NM 87101 AT LARGE 2.00 10000 0 0 CALEB KRANTZ 2319 N 133RD ST SEATLLE WA 98133 BOARD ADVISOR 2.00 10000 0 0 MICHAEL CANADY 2309 HAGERMAN ST COLORADO SPRINGS CO 80904 BOARD ADVISOR 2.00 10000 0 0 JUSTIN CULMAN 2330 STOUT ST DENVER CO 80205 BOARD ADVISOR 1.00 10000 0 0 MITCHELL CULMAN 735 S CLAYTON ST DENVER CO 80209 BOARD ADVISOR 1.00 0 0 0 NONE 0 NONE 0 0 13440692 233495 0 13674187 0 0 13674187 205113 13469074 673454 673454 30005 30005 643449 0 643449 0 643449 562000 0 562000 643449 549445 0 0 562000 549445 0 0 12555 0 0 0 0 0 0 0 0 630894 0 0 0 X ATLANTIC STREET CENTER 2103 S ATLANTIC ST SEATTLE WA 98144 501(C)(3) PROGRAM SUPPORT 50000 CENTER ON COLFAX 1301 E COLFAX AVE DENVER CO 80218 501(C)(3) PROGRAM SUPPORT 9000 CHILDREN'S CANCER FUND OF NEW MEXICO 112 14TH STREET SW ALBUQUERQUE NM 87102 501(C)(3) PROGRAM SUPPORT 80000 DIG DEEP PO BOX 26779 LOS ANGELES CA 90026 501(C)(3) PROGRAM SUPPORT 50000 HEALTH BRIDGES INTERNATIONAL 200 SW MARKET ST SUITE 1750 PORTLAND OR 97201 501(C)(3) PROGRAM SUPPORT 82000 HIGHLINE ACADEMY 2170 S DAHLIA STREET DENVER CO 80222 501(C)(3) PROGRAM SUPPORT 8000 LITTLE DROPS OPHANAGE 314 218TH PLACE SE SAMMAMISH WA 98704 501(C)(3) PROGRAM SUPPORT 82000 PARKINSON'S POINTE 12500 E ILIFF AVE SUITE 300 AURORA CO 80014 501(C)(3) PROGRAM SUPPORT 70000 PEACE4KIDS PO BOX 5347 COMPTON CA 90221 501(C)(3) PROGRAM SUPPORT 80000 SOUND CIRCLE CENTER PO BOX 15279 SEATTLE WA 98115 501(C)(3) PROGRAM SUPPORT 8000 TENNYSON CENTER FOR CHILDREN 2950 TENNYSON STREET DENVER CO 80212 501(C)(3) PROGRAM SUPPORT 2500 URBAN PARTNERS LOS ANGELES 2936 W 8TH STREET LOS ANGELES CA 90005 501(C)(3) PROGRAM SUPPORT 14500 BLUE THUNDER FOUNDATION PO BOX 93363 ALBUQUERQUE NM 87102 501(C)(3) PROGRAM SUPPORT 8000 EASTSIDE COMMUNITY SCHOOL 5025 ISSAQUAH-PINE LAKE RD SE ISSAQUAH WA 98029 501(C)(3) PROGRAM SUPPORT 18000 562000 0 14 82218 14 182924 14 2014431 0 2279573 0 2279573 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2100 2100 0 CORPORATE BONDS 2943692 2981318 CORPORATE STOCK 5267067 10122992 OTHER INVESTMENTS AT COST 363448 532686 TRAVEL 38859 0 0 SOFTWARE 463 0 0 OTHER FEES 115 0 0 UNREALIZED GAIN/LOSS 15863 ADVISOR FEES 118844 118844 0 TAXES 22532 0 0