2024-10-02T15:32:20-05:00 2023-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2023-01-01 911505735 BLAKEMORE FOUNDATION C/O EUGENE LEE BLAK 2064274838 PO BOX 50437 BELLEVUE WA 98015 EUGENE LEE OFFICER 2064274838 2024-10-02 1 0 KRISTINA MORRISSETTE P01242961 4256291990 2024-10-02 2023 2024-10-15 13:58:12Z X 8342739 X 312000 8 8 177608 177608 8613 1223348 8613 20339 33 518568 186262 0 0 0 6160 62 6098 2520 2516 4 4603 4603 0 2943 2943 0 202783 56258 146525 219009 66382 152627 620356 620356 839365 66382 772983 -320797 119880 60584 128066 128066 212 29 29 6437821 6050683 8214644 6498617 6178778 8342739 958 0 958 X 7755193 7755193 0 0 -1256576 -1577373 6498617 6177820 6498617 6178778 6498617 -320797 0 6177820 0 6177820 MORGAN STANLEY #0933 2023-01-01 2023-12-31 402 402 0 0 MORGAN STANLEY #0933 2022-01-01 2023-12-31 16336 16407 -71 -71 MORGAN STANLEY #1227 2023-01-01 2023-12-31 502814 544615 -41801 -41801 MORGAN STANLEY #1227 2022-01-01 2023-12-31 696277 653311 42966 42966 CAPITAL GAINS DIVIDENDS P 7519 7519 7519 8613 1666 0 1666 0 1666 4413 0 0 0 4413 0 2747 2747 0 0 0 0 0 0 0 0 1 0 0 1 1 WA 1 0 0 0 0 1 WWW.BLAKEMOREFOUNDATION.ORG EUGENE LEE 2064274838 PO BOX 50437 BELLEVUE WA 98015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CHRISTOPHER R HELM 6320 52ND AVENUE S SEATTLE WA 98118 BOARD MEMBER 2.00 0 0 0 DAVID KY TANG KL GATES LLP 925 FOURTH AVE SUITE 2900 SEATTLE WA 98104 BOARD MEMBER 2.00 0 0 0 EUGENE H LEE 7704 NE YEOMALT POINT DRIVE NE BAINBRIDGE ISLAND WA 98110 TRUSTEE & BOARD MEMBER 10.00 0 0 0 HAICHENG WANG UNIVERSITY OF WASHINGTON SCHOOL OF ART PO BOX 353440 SEATTLE WA 981953440 BOARD MEMBER 2.00 0 0 0 HARRIET PHINNEY SEATTLE UNIVERSITY DEPT OF ANTHROPOLOGY PO BOX 222000 SEATTLE WA 981221090 BOARD MEMBER 2.00 0 0 0 JOSEPH MASSEY PO BOX 322 DEER HARBOR WA 982430322 BOARD MEMBER 2.00 0 0 0 LOLAN SONG 334 10TH AVENUE KIRKLAND WA 98033 BOARD MEMBER 2.00 0 0 0 MIMI GARDNER GATES 909 E NEWTON STREET UNIT A-2 SEATTLE WA 98102 BOARD CHAIR & BOARD MEMBER 2.00 0 0 0 PAUL ATKINS UNIVERSITY OF WASHINGTONDEPT OF ASIAN LANGUAGES LIT PO BOX 3535 SEATTLE WA 981953521 BOARD MEMBER 2.00 0 0 0 ROBERT A KAPP 851 54TH STREET PORT TOWNSEND WA 98368 BOARD MEMBER 2.00 0 0 0 TABITHA MALLORY JACKSON SCHOOL UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 981953650 BOARD MEMBER 2.00 0 0 0 THERESE CAOUETTE PO BOX 11756 BAINBRIDGE ISLAND WA 98110 BOARD MEMBER 2.00 0 0 0 ZEN HANDEL UNIVERSITY OF WASHINGTONDEPT OF ASIAN LANGUAGES LIT PO BOX 3535 SEATTLE WA 981953521 BOARD MEMBER 2.00 0 0 0 NONE 0 CATHERINE SCHEIBNER 14020 SE 13TH PLACE APT 105 BELLEVUE WA 98007 ADMINISTRATIVE SERVICES 125392 0 SEE ATTACHED SCHEDULE 0 0 7822781 115214 0 7937995 0 0 7937995 119070 7818925 390946 390946 1666 1666 389280 0 389280 0 389280 772983 0 772983 389280 0 0 407028 448925 400374 422506 501139 2179972 772983 0 0 0 389280 383703 0 0 2563675 0 0 0 0 0 0 407028 2156647 448925 400374 422506 501139 383703 BLAKEMORE FOUNDATION EUGENE H LEE T PO BOX 50347 BELLEVUE WA 98015 2064274838 BLAKEMORE FREEMAN FELLOWSHIP APPLICATIONS ARE FILLED OUT AND SUBMITTED ONLINE AT: HTTPS://BLAKEMOREFOUNDATION.COMMUNITYFORCE.COM. A PDF OF THE PAPER VERSION OF THE 2023 APPLICATION FORM MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-PAPER-APPLICATION.PDF APPLICATIONS FOR 2023 BLAKEMORE FREEMAN FELLOWSHIPS RECEIVED BY 5:00 PM PST ON DECEMBER 30, 2022. A PDF OF THE GRANT GUIDELINES FOR THE 2023 BLAKEMORE FREEMAN FELLOWSHIPS MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-GRANT-GUIDELINES.PDF BLAKEMORE FOUNDATION EUGENE H LEE T PO BOX 50347 BELLEVUE WA 98015 2064274838 APPLICATIONS ARE ACCEPTED BY INVITATION ONLY. A PDF OF THE 2023 ART GRANT INSTRUCTIONS MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-ART-GRANT-INSTRUCTIONS.PDF APPLICATIONS FOR 2023 FRANCES BLAKEMORE & GRIFFITH WAY ASIAN ART GRANTS RECEIVED BY NOVEMBER 20 2023 A PDF OF THE 2023 ART GRANT GUIDELINES MAY BE DOWNLOADED AT: HTTPS://WWW.BLAKEMOREFOUNDATION.ORG/S/2023-ART-GRANT-GUIDELINES.PDF MAX WOLPERT 4383 AV HENRI-JULIEN MONTREAL QUEBEC CA H2W 2K9 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 40842 SEATTLE ART MUSEUM PO BOX 22000 SEATTLE WA 981229700 N/A 501C3 MUSEUM INTERNSHIP FOR UNIVERSITY OF WASHINGTON STUDENT DURING 2023/2024 ACADEMIC YEAR 34999 NAN NOURN PO BOX 1023 CHEYENNE WELLS CO 80810 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FROM GATEWAY TO KHMER PROGRAM IN CAMBODIA 33310 SAMUEL LEITER 4907 S GREENWOOD AVE CHICAGO IL 60615 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 32970 DANY MATAR 5204 CLINTON ROAD ALEXANDRIA VA 22312 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 31614 ELIZABETH MARSHALL 5157 BLUESTONE ST JACKSON MI 492018338 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 29470 ALEXIS RANGELL-ONWUEGBUZIA 316 DISTRICT COURT FULLERTON CA 92832 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 29470 QINYI KELLY FAN 13592 GOLDEN ELM LANE SAN DIEGO CA 92129 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI 29001 ANDREW HARDY 9040 FREMONT TRAIL FORT WORTH TX 76244 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 28095 JANINE SUN 2540 VIA SANCHEZ PALOS VERDES ESTATES CA 90274 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 27786 SINA SALESSI 28752 RIKI COURT LAGUNA NIGUEL CA 92677 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 27252 SAMUEL PATWELL 31 SMITH ROAD ELVERSON PA 19520 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 27189 MICHAEL BURNS 12713 SHERWOOD DR LEAWOOD KS 66200 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 24286 MCKENNA STRICKER 4330 COLD SPRINGS CT MISSOULA MT 59803 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 24286 SPENCER LEE-LENFIELD 57341 COUNTY RD 657 PAW PAW MI 49079 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERUNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES, SEOUL, SOUTH KOREA 22000 CLEVELAND MUSEUM OF ART 11150 E BLVD CLEVELAND OH 44106 N/A 501C3 SUPPORT FOR EXHIBITION "TREASURES FROM THE LOWER YANGZI DELTA" 20000 SEATTLE ART MUSEUM PO BOX 22000 SEATTLE WA 981229700 N/A 501C3 FUNDS TO SUPPORT "RENEGADE EDO & PARIS" EXHIBITION 20000 CONNOR WILSON 101 GRANT ST CORAOPOLIS PA 15108 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 19973 ERIN OPPEL 2622 COUNTRY RIDGE MUSCATINE IA 52761 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17478 JOSHUA SIMS SPEYER 65 BOTHFELD ROAD NEWTON MA 02459 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17478 LUCAS STANEK 4142 BRYENTON RD LITCHFIELD OH 44253 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17478 RAUFUL HOSSAIN 412 E 16TH ST BROOKLYN NY 11226 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17477 WESLEY KANG 315 CABIN RD SE VIENNA VA 22180 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17477 RAVEN WITHERSPOON 4705 KINLOCH CT HENRICO VA 23231 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERUNIVERSITY PROGRAM FOR CHINESE LANGUAGE STUDIES AT TSINGHUA UNIVERSITY, BEIJING, CHINA 13260 DAVID SHUVE-WILSON 1328 LAUREL VIEW DR ANN ARBOR MI 48105 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 12227 EMILY NGUYEN 1371 PERRY PL NW WASHINGTON DC 200101316 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FROM VIETNAMESE LANGUAGE SCHOOL, HO CHI MINH CITY, VIETNAM 2804 JONATHAN FORMELLA 209 PINE BLUFF ROAD STEVENS POINT WI 544829309 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FROM VIETNAM NATIONAL UNIVERSITY, HANOI, VIETNAM 1134 POLLY WOODBURY 601 S 78TH STREET TACOMA WA 98408 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FOR KHMER LANGUAGE STUDY IN PHNOM PENH, CAMBODIA 1000 620356 KHARIS RALPH 3102 BLUFF ST UNIT 4 MADISON WI 53705 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR KOREAN LANGUAGE STUDIES AT SUNGKYUNKWAN UNIVERSITY IN SEOUL, SOUTH KOREA 61000 EMILY NGUYEN 1371 PERRY PL NW WASHINGTON DC 200101316 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FROM VIETNAMESE LANGUAGE SCHOOL, HO CHIH MINH CITY, VIETNAM 47196 SEATTLE ART MUSEUM PO BOX 22000 SEATTLE WA 981229700 N/A 501C3 MUSEUM INTERNSHIPS FOR UNIVERSITY OF WASHINGTON STUDENTS DURING 2024/2025 ACADEMIC YEAR 35000 SAMUEL LEITER 4907 S GREENWOOD AVE CHICAGO IL 60615 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 28100 ELIZABETH MARSHALL 5157 BLUESTONE ST JACKSON MI 492018338 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 24600 ALEXIS RANGELL-ONWUEGBUZIA 316 DISTRICT COURT FULLERTON CA 92832 N/A INDIVIDUAL LANGUAGE STUDY WITH INTER-UNIVERSITY CENTER FOR JAPANESE LANGUAGE STUDIES, YOKOHAMA, JAPAN 24600 ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO 200 LARKIN ST SAN FRANCISCO CA 94102 N/A 501C3 SUPPORT FOR EXHIBITION "PHOENIX KINGDOMS: THE LAST SPLENDOR OF CHINA'S BRONZE AGE" AT ASIAN ART MUSEUM 20000 ANDREW HARDY 9040 FREMONT TRAIL FORT WORTH TX 76244 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17200 SINA SALESSI 28752 RIKI COURT LAGUNA NIGUEL CA 92677 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17200 DANY MATAR 5204 CLINTON ROAD ALEXANDRIA VA 22312 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17200 QINYI KELLY FAN 13592 GOLDEN ELM LANE SAN DIEGO CA 92129 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI, TAIWAN 17200 SAMUEL PATWELL 31 SMITH ROAD ELVERSON PA 19520 N/A INDIVIDUAL LANGUAGE STUDY WITH INTERNATIONAL CHINESE LANGUAGE PROGRAM AT NATIONAL TAIWAN UNIVERSITY, TAIPEI 17200 NAN NOURN PO BOX 1023 CHEYENNE WELLS CO 80810 N/A INDIVIDUAL LANGUAGE STUDY WITH TUTORS FROM GATEWAY TO KHMER PROGRAM IN CAMBODIA 12690 339186 14 8 14 177608 01 20339 18 8613 0 206568 0 206568 0 0 0 0 0 0 0 0 0 0 X X 1 FREEMAN FOUNDATION C/O ROCKEFELLER TRUST COMPANY NA 45 NEW YORK NY 10111 300000 X 2 KINGFISHER FOUNDATION 3701 SACAMENTO ST NO 207 SAN FRANCISCO CA 94118 12000 X ACCOUNTING FEES 6160 62 6098 38,254.611 SHARES BLACKSTONE REIT 444373 548112 MORGAN STANLEY - 2023 INCOME REC'D 2024 5919 5919 3,220 SHARES ISHARES INC MSCI JAPAN ETF 199505 206531 4,073 SHARES ISHARES MSCI EMU ETF 166468 193223 2,178 SHARES VANGUARD DIVIDEND APPRECIATION 265648 371131 8,461 SHARES VANGUARD FTSE DEVELOPED MARKETS 342825 405282 7,590 SHARES VANGUARD FTSE EMERGING MARKETS 284856 311949 4,656 SHARES VANGUARD GROWTH ETF 672725 1447457 2,054 SHARES VANGUARD MID-CAP ETF 266895 477843 1,381 SHARES VANGUARD SMALL CAP ETF 158923 294609 2,446 SHARES VANGUARD TOTAL STK MKT ETF 363767 580240 7,059 SHARES VANGUARD VALUE ETF 596370 1055321 58,032.061 SHARES METROPOLITAN WEST TOT RET BD 1 625953 533315 25,447 SHARES INT'L POLYOL CHEMICALS - UNLISTED SHARES 190852 190852 393,013 SHARES TECHNOLOGY INT'L EXCHANGE - UNLISTED SHARES 76424 39301 49,881 EATON VANCE TAX MGD DIV EQU FD 237355 385081 74,333.289 SHARES LORD ABBETT SHT DURATION 309449 286183 8,059.57 SHARES MORGAN STANLEY CASH 8060 8060 32,040.43 SHARES MSILF TREASURY SECURITIES 32040 32040 299.89 SHARES BLACKSTONE REIT -CASH 300 300 730 SHARES VANGUARD S&P 500 EFT 289547 318864 28,985.573 SHARES COHEN & STEERS PREF SEC&INC I 331509 341450 3,615 SHARES JPMORGAN ULTRA-SHORT INCOME 180920 181581 BUSINESS MEALS 1503 0 1503 INSURANCE 3750 375 3375 TELEPHONE 587 0 587 OFFICE EXPENSE 1824 182 1642 FEES 116 0 116 INTERNET/WEBSITE 1617 0 1617 INVESTMENT MANAGEMENT FEES 55207 55207 0 CONTRACT STAFF 133238 0 133238 EQUIPMENT/SOFTWARE 4941 494 4447 DORADO OIL COMPANY 33 33 33 NONDIVIDEND DISTRIBUTION 20306 0 20306 FOREIGN TAX PAID 2516 2516 0 STATE FILING FEE 4 0 4