2024-05-21T15:30:25-04:00 2023-12-31 204050101 ALLIED FINANCIAL & TAX SVCS INC PO BOX 471 MAPLE VALLEY WA 98038 990PF 2023-01-01 912078604 JAMES AND COLIN LEE WOZUMI CHARITABLE TRUST DATED 10/04/00 JAME 2062441718 153 SW 154TH STREET SEATTLE WA 98166 ROBERT HARDY TRUSTEE 2062441718 2024-05-21 true ROBERT HARDY XXX-XX-XXXX false TIM GAPP P00316876 4256576544 2024-05-21 2023 2023-04-26 12:10:37Z X 466905 X X 3005 3005 3005 13775 13775 13775 3580 108470 171 20360 16951 16780 7500 3750 3750 3000 1500 1500 5015 5015 283 103 2 2 15800 10370 5250 20000 20000 35800 10370 25250 -15440 6581 16780 41039 5220 5220 212691 206462 330975 102751 129729 130710 356481 341411 466905 0 X 356481 341411 356481 341411 356481 341411 356481 -15440 1063 342104 693 341411 171 91 91 91 91 false false false false false false false true true WA true false false false false true N/A ROBERT HARDY 2062441718 153 SW 154TH STREET SEATTLE WA 98166 false false false false false false false true 2020 2018 true false false false false false false false false false false false false ROBERT HARDY 153 SW 154TH STREET SEATTLE WA 98166 TRUSTEE 2.00 7500 0 0 NONE NONE N/A 442842 18753 0 461595 461595 6924 454671 22734 22734 91 91 22643 22643 22643 25250 25250 22643 15717 2020 2018 12550 25250 15717 9533 12550 12550 13110 ROBERT HARDY TRUSTEE 153 SW 154TH STREET SEATTLE WA 98166 2062441718 AUDDYMAN@COMCAST.NET WRITTEN ESSAY DEFINING NEED AND USE OF FUNDS. SEPTEMBER 30 MEDICAL RESEARCH AND/OR EDUCATION FOR THE PREVENTION AND TREATMENT OF THE HUMAN IMMUNODEFICIENCY VIRUS (HIV). GSBA SCHOLARSHIP FUND 400 E PINE ST STE 322 SEATTLE WA 98122 EDUCATIONAL SCHOLARSHIPS 20000 20000 14 3005 14 13775 18 3580 20360 20360 false false false false false false false false false false ANNUAL TAX REPORTING 3000 1500 1500 500 SH - BANK OF AMERICA - BACPRK 2022-10 PURCHASE 2023-06 12370 11618 752 650 SH - EASTERLY GOVT PROP - DEA 2022-10 PURCHASE 2023-08 8567 10020 -1453 350 SH - EASTERLY GOVT PROP - DEA 2023-05 PURCHASE 2023-08 4613 4834 -221 100 SH - INTEL CORP - INTC 2023-02 PURCHASE 2023-03 2953 2661 292 200 SH - INTEL CORP - INTC 2022-10 PURCHASE 2023-03 5906 5230 676 100 SH - KEYSIGHT TECH COM - KEYS 2020-10 PURCHASE 2023-05 15859 10706 5153 1500 SH - MEDICAL PROP TRUST - MPW 2022-10 PURCHASE 2023-12 7125 15729 -8604 382 SH - SSGA ACTIVE TRUST - RLY 2022-02 PURCHASE 2023-12 10264 10936 -672 500 SH - STATE STREET CORP - STTPRD 2022-10 PURCHASE 2023-06 12645 12235 410 45 SH - T-MOBILE US INC - TMUS 2020-04 PURCHASE 2023-04 6566 3927 2639 85 SH - T-MOBILE US INC - TMUS 2020-04 PURCHASE 2023-04 12402 7408 4994 500 SH - US CELLULAR - UZD 2022-10 PURCHASE 2023-04 8980 9545 -565 .666 SH - VERALTO CORP - VLTO 2020-06 PURCHASE 2023-09 49 41 8 1500 SH MORGAN STANLEY - MSPRP 37435 39255 1000 SH BRUNSWICK CORP - BCPRC 23962 23690 1000 SH HUNTINGTON BANC - HBANL 23645 23700 500 SH LIBERTY BROADBAND - LBRDP 11413 11025 500 SH CITY OFFICE REIT -CIOPRA 9625 9790 1000 SH FORD MOTOR CO - FPRD 23649 23250 500 SH BANK OF AMERICA - BACPRK 500 SH UNITED STATES CELL - UZD 300 SH AMAZON INC 30321 45582 60 SH MCDONALDS CORP - MCD 15412 17791 1000 SH WESTERN UNION - WU 12597 11920 300 SH ENBRIDGE INC - ENB 11216 10806 500 SH HEALTHCARE REALTY TRUST - HR 10388 8615 500 SH ARES CAPITAL CORP - ARCC 9799 10015 100 SH ALPHABET INC - GOOGL 9737 13969 100 SH - SIMON PRPTY GRP INC - SPG 9595 14264 200 SH ALTERIA GROUP INC - MO 9326 8068 40 SH COSTCO WHOLESALE CORP 8583 26403 150 SH REALTY INCOME CORP - O 8520 8613 300 SH STAG INDUSTRIAL INC - STAG 8393 11778 50 SH LOWES COMPANIES INC - LOW 7494 11128 30 SH MASTERCARD INC - MA 7375 12795 77 SH VANGUARD ENERGY ETF - VDE 7145 9031 120 SH NEXTERA ENERGY INC - NEE 6324 7289 40 SH THERMO FISHER SCI INC - TMO 6247 21232 110 SH MICROSOFT INC - MSFT 6054 41364 110 SH APPLE INC - AAPL 5663 21178 35 SH DANAHAR CORP - DHR 5464 8097 35 SH PNC FINANCIAL SVCS GROUP - PNC 5300 5420 56 SH RAYTHEON TECH CORP - RTX 4830 4712 11 SH VERALTO CORPORATION - VLTO 679 905 1500 SH MEDICAL PROPERTIES TR - MPW 500 SH STATE STREET CORP - STTPRD 130 SH T-MOBILE US INC 382 SH SPDR SSGA MULTI ACTIVE - RLY 100 SH KEYSIGHT TECH INC - KEYS 650 SH EASTERLY GOVT PROPS - DEA 200 SH INTEL CORP - INTC BASIS ADJUSTMENTS 463 TIMING DIFFERENCE ON DIVIDEND REC 230 EXPENSES INVESTMENT EXPENSES 2 2 NON DIVIDEND DISTRIBUTIONS 1063 RBC FINANCIAL SERVICES INC 5015 5015 RBC FINANCIAL SERVICES INC 103 103 UNITED STATES TREASURY 180