2024-05-14T16:38:15-07:00 2023-12-31 931258652 RUTKOWSKI LAW OFFICES LLC 1162 LAKE SHORE ROAD LAKE OSWEGO OR 97034 990PF 2023-01-01 912172214 THE LINDSAY FAMILY FOUNDATION LIND 2538532007 2206 STATE GAME ACCESS ROAD GIG HARBOR WA 98332 WILLIAM J LINDSAY PRESIDENT/DIRECTOR 2538532007 2024-05-08 true WILLIAM LINDSAY XXX-XX-XXXX true MARK H RUTKOWSKI P00955833 5033992341 2024-05-14 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 38216 X X 10 1267 33 0 0 1277 33 1785 0 279 25 0 0 2089 0 0 3000 3000 5089 0 3000 -3812 33 2240 1386 1386 0 0 26680 23674 35278 0 1642 1716 1552 0 0 0 0 30562 26776 38216 0 0 0 0 0 X 30562 26776 30562 26776 30562 26776 30562 -3812 33 26783 7 26776 MUTUAL FUND CAPITAL L-T GAIN DIVIDEND DISTRIBTUTIONS P 2022-12-30 2023-12-31 29 0 0 29 0 0 0 29 30.0000 PGIM ULTRA SHORT BOND P 2022-03-04 2023-12-01 1481 0 1478 3 0 0 0 3 50.0000 SPDR BLOOMBERG INT GRD P 2022-03-04 2023-12-01 1529 0 1528 1 0 0 0 1 33 0 0 0 0 0 0 0 false false false false false false false true true WA true false true false false true N/A WILLIAM J LINDSAY 2538532007 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 false false false false false false false false false false false false false false false false false false false false false WILLIAM J LINDSAY 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 PRES/DIRECTOR 2.00 0 0 0 ANGELA G LINDSAY 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 SEC/DIRECTOR 2.00 0 0 0 CHRISTOPHER M LINDSAY 18161 145TH AVENUE SE RENTON WA 98058 DIRECTOR 1.00 0 0 0 CRAIG P LINDSAY 25871 CANYON RD NW POULSBO WA 98370 DIRECTOR 1.00 0 0 0 KEVIN J LINDSAY 5639 ANGLESEY COURT MATTHEWS NC 28104 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 37542 1827 0 39369 0 39369 591 38778 1939 1939 0 0 1939 1939 1939 3000 3000 1939 5000 2000 2000 2000 3000 14000 3000 0 3000 1939 15061 0 0 0 1939 3061 12000 2000 2000 2000 3000 3000 WILLIAM LINDSAY AND ANGELA LINDSAY NA X Arborbrook Christian Academy 4823 Waxhaw-Indian Trail Rd Matthews NC 28104 PUBLIC FOR ASSISTANCE INTHE CHARITY'S GENERALCHARITABLE ACTIVITIES. 3000 3000 14 10 14 1267 18 33 1310 1310 1 N/A false false false false false false false false false false PART VII-A, LINE 10 - PERSONS BECOMING SUBSTANTIAL CONTIBUTORS DURING THE YEAR WILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAY 110 SHS FRANKLIN INTL LOW 2709 3043 42 SHS INVESCO S&P 500 QUALITY 1516 2271 4 SHS INVESCO QQQ TRUST 475 1638 16 SHS ISHARES CORE S&P ETF SMALL CAP 736 1732 18 SHS ISHARES RUSSELL GROWTH MIDCAP GROWTH ETF 666 1880 19 SHS ISHARES RUSSELL VALUE MIDCAP VALUE ETF 1135 2210 15 SHS ISHARES RUSSELL 1000 GROWTH ETF 1132 4548 32 SHS ISHARES RUSSELL 1000 VALUE ETF 3079 5288 75 SHS PGIM ULTRA SHORT BOND 3686 3704 167 SHS SPDR BLOOMBERG INT GRD 5102 5109 16 SHS SPDR FUND CONSUMER 1208 1152 13 SHS VANGUARD FINANCIALS ETF 1179 1199 6 SHS VANGUARD HEALTH CARE 1051 1504 91.163 SHS METROPOLITAN WEST LOW DURATION BOND 800 758 74.722 SHS PIMCO INCM CL D 916 794 RUTKOWSKI LAW OFFICES, LLC LEGAL AND TAX PREPARATION SERVICIES 1785 BOOK LOSS ON INVESTMENT ASSETS SOLD 0 ADJUSTMENT FOR PRIOR YEAR DIVIDENDS/FOREIGN TAX PAID 7 ANNUAL CORP. FILING FEE BOOK GAIN ON INVESTMNET ASSETS SOLD 33 ADJUSTMENT FOR PRIOR YEAR DIVIDENDS/FOREIGN TAX PAID 0 NON-DIVIDEND DISTRIBUTIONS 0 CHARLES SCHWAB & CO, INC. ACCOUNT MANAGEMENT FEES 279 INVESTMENT INCOME TAX 23 FOREIGN TAX PAID 2