2024-11-08T14:34:28-05:00 2023-12-31 912153251 LYONS TAX SERVICE INC 1275 12TH AVE NW SUITE 11 Issaquah WA 98027 990PF 2023-01-01 465189521 THE HELEN JOHNSTON FOUNDATION HELE 721 BAILEY AVE SNOHOMISH WA 98290 PATRICIA GREEN TRUSTEE 2065220272 2024-05-14 true true JAMES E LYONS P00002260 4259196746 2024-11-08 2023 2024-10-15 13:58:12Z X 2335288 X X 42732 31149 30380 30380 17843 543237 17931 90955 79460 6000 6000 1965 1965 17023 17023 1045 945 26033 25933 0 117500 117500 143533 25933 117500 -52578 53527 0 38251 32611 32611 518396 938070 912638 403272 140342 141044 1062864 769646 1075122 170841 70313 69210 87451 87451 104663 2281075 2038433 2335288 0 0 X 2281075 2038433 2281075 2038433 2281075 2038433 2281075 -52578 2228497 190064 2038433 PUBLIC TRADED SECURITIES 17931 -88 744 0 744 0 744 220 220 524 false false false false false false false true DE WA true false false false false true PATRICIA GREEN 2063000998 FOUNDATION SOURCE 501 SILVERSIDE RD WILMINGTON DE 198091377 false false false false false false false false false false false false false false false false false false false false false false MICHAEL GREEN 8007 16TH AVE NE SEATTLE WA 981154361 DIR 1.00 0 0 0 PATRICIA GREEN FOUNDATION SOURCE 501 SILVERSIDE RD WILMINGTON DE 198091377 PRESDIRSECTREAS 1.00 6000 0 0 NONE 0 NONE CONTRIBUTIONS TO THE SEATTLE MEUSIEUM OF HISTORY AND INDUSTRY MOHAI 27000 ROAD SCHOLARELDER HOSTEL 20000 BENNETT ELEMENTARY SCHOOL - ARTWORK INSTALLATION 15000 HOME TOGETHER 13000 NONE 0 1059621 66868 1148908 2275397 0 2275397 34131 2241266 112063 112063 744 758 1502 110561 110561 110561 117500 117500 110561 115283 117500 115283 2217 108344 NONE NONE X HOME TOGETHER 80809 ROOSEVELT WAY NE SEATTLE WA 98115 NONE PC SUPPORT OF ST HOUSING FPR FAMILIES POF LT PATIENTS 13000 CASCADIA ART MEUSEUM 190 SUNSERT AVE EDMONDS WA 98020 NONE PC SUPPORT OF DISPLAY OF RICHARD BENNETTS ARTWORK 10000 BEAUTIFUL SOLES EMERGENCY HOUSING PO BOX 2484 LYNNWOOD WA 98037 NONE PC EMERGENCY HOUSING 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC MEDICAL AID THROUGHOUT THE WORLD 3000 ROAD SCHOLARELDERR HOSTEL 11 AVENUE DA LAFAY ETTE BOSTON MA 021111746 NONE PC SUPPORT OF TRAVEL OF THE ELDERLY 20000 CLASSICAL KING FM 363 MERCER STREET SUITE 200 SEATTLE WA 98109 NONE PC FURTHERANCE OF CLASSICAL MUSIC 1000 KCTS9 401 MERCER ST SEATTLE WA 98109 NONE PC SUPPORT OF PUBLIC TV 1000 BENNETT ELEMENTARY 17900 NE 16TH STREET BELLEVUE WA 98008 NONE PC CIRRICULUM DEVELOPMENT 15000 MOHAI 860 TEWRRY CW B SEATTLE WA 98109 NONE PC SUPPORT OF THE MEUSEUM OF HISTORY AND INDUSTRY 27000 ST MICHAEL SCHOOL 1515 PINE AVE SNOHOMISH WA 98290 NONE PC CIRICULUM DEVELOPMENT 1000 EVERETT UNION GOSPEL NISSION 5118 S 2ND AVE EVERETT WA 98203 NONE PC EMERGENCY & DISASTER HELP AND FEEDING THE HUNGRY 1000 CAMP PRIME TIME 7400 SAND POINT WSAY NE STE 1015 SEATTLE WA 98115 NONE PC OVERNIGHY CAMPING FOR CHILDREN IMPACTED BY CANCER 1500 CATHOLIC RELIEF SERVICES PO OX 5210 HARLAN IA 515930700 NONE PC HELP FOR INTERNATIONAL DISASTERS 2000 TUNNELS TO TOWERS 2361 ITYLANE BLVD STATEN ISLAND NY 10306 NONE PC ASSISTANCE FOR DISABLED WAR VETS AND FIRST RESPOND 5000 ST MICHAELS PARISH 1208 11TH AVE SE OLYMPIA WA 98501 NONE PC SUPPORT OF THE CATHOLIC FAITH 5000 THE SOPHIA WAY- WOMENS SHELTER 11061 NE 2ND ST BELLEVUE WA 98004 NONE PC HELPING WORMENT GET ON THEIR FEET 5000 ST VINCENT DE PAUL 615 E WESTINGHOUSE BLVD CHARLOTTE NC 28273 NONE PC PROVIDE FOOD AND FIN ASSISTNCE FOR THE POOR 5000 HELENS PLACE - SOPHIAS WAY 8045 120TH AVE NE STE 200 KIRKLAND WA 98033 NONE PC HELPING WOMEN GET ON THEIR FEET 1000 117500 0 03 NON TASXABLE I NTEREST FROM STATE AND CITY MUNI BONDS 11A TAX-EXEMPT OID AND BOND ACQUISITION PREMIUMS false false false false false false false false false false ACCTG AND TAX PREP FEE 1870 1870 0 0 ADMIN DWWA 0 0 0 0 DAVDA CHECKINGDEBIT CARD FEE 0 0 0 0 DAVDA DUPL RECORD FEE 0 0 0 0 CORPORATE LICENSE 95 95 0 0 PATRICIA GREEN FIDUCIARY AND/OR TRUSTEE FEE. 50000 APPOLE SVG CTF 2022-03 PURCHASED 2023-01 BROKERAGE 49912 50000 0 -88 0 15 SHS AVGO 2021-08 PURCHASED 2023-07 BROKER 13349 7503 0 5846 0 40000 OR ST N SVG CTF 2020-03 PURCHASED 2023-12 BROKER 40000 40000 0 0 0 227 SHS VMWARE INC CL A 2020-07 PURCHASED 2023-05 BROKER 29935 32163 0 -2228 0 465 SHS ACYTIVISION BLIZZARD I 2021-11 PURCHASED 2023-05 BROKERAGE 35201 28579 0 6622 0 300 SHS XOM 2015-04 PURCHASED 2023-04 BROKER 34752 26099 0 8653 0 80 SHS SDZNY 2016-07 PURCHASED 2023-10 BROKER 2602 1525 0 1077 0 625 SHS VNO 2021-07 PURCHASED 2023-05 BROKER 7964 25950 0 -17986 0 100 SHS BRKB 2020-06 PURCHASED 2023-11 BROKER 35830 17912 0 17918 0 60 SHS KD 2016-10 PURCHASED 2023-10 BROKER 919 2146 0 -1227 0 100000 US T NOTE 2022-03 PURCHASED 2023-05 BROKER 100000 100000 0 0 0 115 SHS SPOT 2020-09 PURCHASED 2023-12 BROKER 22773 23516 0 -743 0 50000 BERKSHIRE SVG CTF 2022-03 PURCHASED 2023-03 BROKER 50000 50000 0 0 0 20000 NYC NY SVG CTF 2020-04 PURCHASED 2023-04 BROKER 20000 20000 0 0 0 100000 US T NOTE 2021-12 PURCHASED 2023-08 BROKER 100000 100000 0 0 0 APPLE INC NOTE CPN 2.8250 0 0 BERKLSHIRE HATHAWAY INC SR NOT 0 0 US BANKCORP MEDIUM TERM NOTE 35097 34565 CHEVRON USA INC GTD NOTE 35216 34645 AT&T INC 32562 20136 AUTODESK INC 12684 13391 KRAFT HEINZ CO 12396 11390 APPLE INC 4784 23104 ALPHABET INC CL A 20806 36319 JOHNSON & JOHNSON 24046 23511 ALASKA AIR GROUP INC 7352 6446 ALTRIA GROUP INC 23320 20896 INTL BUSINESS MACHINES CORP 43083 49065 ACTIVISION BLIZZARD INC 0 0 BOEING COMPANY 21187 43009 BROADCOM INC 8004 17860 AMAZON COM INC 31877 60776 GILEAD SCIENCES INC 21303 25356 MICROSOFT CORP 7837 18802 RTX CORP 15167 16828 STARWOOD PROPERTY TRUST INC 10156 13138 OCCIDENTAL PETE CORP WTS8-3-27 228 1791 RAYTHEON TECHNOLOGIES CORP 0 0 BRISTOL MEYERS SQUIBB CO 22237 19703 CUMMINGS INC 15459 15572 NIKE INC CL B 5962 11726 VERIZON COMMUNICATIONS INC 11552 12818 CVS HEALTH CORP 24381 31189 BERKSHIRE HATHAWAY INC CL B NE 28412 71332 PNC FINANCIAL SERVICES GRP INC 15334 15485 JPMORGAN CHASE & COMPANY 15654 42525 CHEVRON CORP 27471 37290 INTERNATIONAL PAPER COMPANY 18445 17714 SPOTIFY TECHNOLOGY SA 0 0 COSTCO WHOLESALE CORP 14813 66008 ENBRIDGE INC 13725 15128 KYNDRYL HOLDINGS INC 0 0 EXXON MOBIL CORP 33521 39992 GENERAL DYNAMICS CORP 26825 36354 QUALCOMM INC 15132 43389 INTEL CORP 28290 37688 STATE STREET CORP 6215 8211 VORNADO REALTY TERUST 0 0 LOWES COMPANIES INC 15607 16691 SYSCO CORP 8450 10458 US BANCORP DE NEW 22532 25968 PRUDENTIAL FINANCIAL INC 26581 25409 NOVARTIS AG SPON ADR 27098 40388 WARNER BROS DISCVRY INC SER A 10139 3300 WALT DISNEY CO 27098 20767 VMWARE INC CL A 0 0 3M COMPANY 11921 8199 25000 24996 VANGUARD FTSE DEVELOPED MARKET 51867 63563 VANGUARD FTSE EMERGING MARKET 35584 41100 PYA 190064 INVESTMENT BROKER FEES 17023 17023 0 0 FED TAXES - 990PF 2022 630 530 0 0 DELAWARE CORP FRANCHISE TAX 0 0 0 0 FOREIGN TAXES 371 371 0 0 ACAUISITION PREMIUM 44 44 0 0