2024-11-14T10:52:22-06:00 2023-12-31 911233794 HAGEN KURTH PERMAN AND CO PS 1700 SEVENTH AVENUE SUITE 1600 SEATTLE WA 98101 990PF 2023-01-01 810724162 JACKSON FAMILY FOUNDATION DBA THE KIDSTARTER PROJECT JACK 4254855333 CO HKP 1700 SEVENTH AVE SUITE 160 SEATTLE WA 98101 ROBERT D JACKSON PRESIDENT 4254855333 2024-11-14 1 1 CHRISTOPHER THOM P01764242 2066829200 2023 2024-10-15 13:58:12Z X X 567981 X 506133 41 41 7644 7644 209 301553 209 514027 7894 0 0 0 145 145 0 1877 1877 0 2022 2022 0 164800 164800 166822 2022 164800 347205 5872 51551 21707 21707 5000 5000 5000 13549 106934 111852 11665 131770 133044 9560 155969 159178 120050 137200 137200 211375 558580 567981 0 0 X 0 0 0 0 211375 558580 211375 558580 211375 558580 211375 347205 0 558580 0 558580 3000 SHS - INVESCO BULLETSHARES 2022-08-31 2023-06-22 70 70 0 0 176 SHS - SHARES BONDS DEC 2023 TERM CORPORATE ETF 2022-09-19 2023-06-22 4444 4399 45 45 338 SHS - AON PLC CL A 2018-03-15 2023-06-15 109849 109006 843 843 308 SHS - AON PLC CL A 2019-03-15 2023-05-18 98972 99247 -275 -275 142 SHS - AON PLC CL A 2019-03-15 2023-05-18 45630 45757 -127 -127 112 SHS - AON PLC CL A 2019-03-15 2023-06-15 36400 36090 310 310 5 SHS - INVESCO BULLETSHARES2023 HIGH YIELD CORPORATE BOND ETF 2021-05-04 2023-06-22 117 127 -10 -10 6 SHS - VANGUARD SMALL-CAP ETF 2016-01-15 2023-01-17 1175 1286 -111 -111 25 SHS - VANGUARD SMALL-CAP ETF 2016-01-21 2023-01-17 4896 5362 -466 -466 209 82 0 82 0 82 1871 0 0 0 1871 0 1789 1789 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A SHARON K JACKSON CO HKP CO PS 2066829200 1700 SEVENTH AVENUE SUITE 1600 SEATTLE WA 98101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 PRESIDENT & CHAIRMAN 2.00 0 0 0 SHARON K JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 VP, SECRETARY & TREASURER 2.00 0 0 0 RYAN JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 BREANNA JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 LAUREN TANNESEN C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 JON TANNESEN C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 262293 11308 137913 411514 0 0 411514 6173 405341 20267 20267 82 82 20185 0 20185 0 20185 164800 0 164800 20185 0 0 220143 187131 185644 114951 141410 849279 164800 0 0 0 20185 144615 0 0 993894 0 0 0 0 0 0 220143 773751 187131 185644 114951 141410 144615 ROBERT D JACKSON SHARON K JACKSON X ASSISTANCE DOGS NORTHWEST PO BOX 10484 BAINBRIDGE WA 98110 N/A NC TO CONTINUE TRAINING AND PLACING MORE QUALITY ASSITANCE DOG TEAMS THAT WILL HELP BOTH THE DOGS AND THEIR PARTNERS REALIZE THEIR FULL POTENTIAL. 10000 BIRTHDAY DREAMS PO BOX 2722 RENTON WA 98056 N/A NC TO FUND HOMELESS CHILDREN. 16800 BLEEDING DISORDER FOUNDATION OF WASHINGTON 20126 BALLINGER WAY NE 165 SHORELINE WA 98155 N/A NC TO SERVE AND EDUCATE THE BLEEDING DISORDER COMMUNITY AND ADVOCATES FOR ACCESS TO CARE FOR THOSE WITH RARE DISEASES. 10000 HOME COURT PO BOX 1089 WOODINVILLE WA 98072 N/A NC TO FUND SPORTS / LIFE SKILLS FOR CHILDREN. 107000 FORGOTTEN CHILDREN'S FUND PO BOX 9936 SEATTLE WA 98109 N/A NC TO GIVE UNDERPRIVILEGED CHILDREN AND THEIR FAMILIES A TRULY MERRY CHRISTMAS BY PURCHASING, WRAPPING, AND DELIVERING GIFTS AT CHRISTMAS. 1000 ROC SOLID FOUNDATION 5164 WEST MILITARY HWY SUITE 100 CHESAPEAKE VA 23321 N/A NC TO BUILD HOPE FOR EVERY CHILD AND FAMILY FIGHTING PEDIATRIC CANCER. 1000 CANDO INITIATIVE 13110 NE 177TH PLACE 376 WOODINVILLE WA 98072 N/A NC UNRESTRICTED 1000 SAFE PLACE 545 SOUTH 2ND STREET LOUISVILLE KY 40202 N/A NC NATIONAL YOUTH OUTREACH AND PREVENTION PROGRAM FOR YOUNG PEPOPLE IN NEED OF IMMEDIATE HELP AND SAFETY 1000 ENGLISH SPRINGER RESCUE AMERICA 1025 ROSE CREEK DRIVE SUITE 620-305 WOODSTOCK GA 30189 N/A NC TO PROVIDE FOSTER CARE TO ENGLISH SPRINGERS IMPOUNDED BY HUMANE SOCIETIES, PRIVATE SHELTERS, AND ANIMAL CONTROL FACILITIES NATIONWIDE, AS WELL AS TO OFFER ADOPTION REFERRAL SERVICES FOR THOSE AGENCIES. 2000 SAVE A FORGOTTEN EQUINE 10407 192ND AVE NE REDMOND WA 98053 N/A NC TO RESCUE, REHABILITATE, AND RETRAIN HORSES FACING NEGLECT OR ABUSE AND PROVIDE THEM WITH THE BEST OPPORTUNITY FOR A PERMANENT HOME AND A LIFETIME OF SAFETY. 15000 164800 0 14 41 14 7644 18 209 0 7894 0 7894 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND SHARON JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 406007 X X 2 CAROLE JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 100126 X X 1 900 SHARES OF AON SECURITY 290007 2023-05-17 2 282 SHARES OF VANGUARD VALUE ETF192 SHARES OF VANGUARD LARGE-CAP ETF67 SHARES OF VANGUARD GROWTH 100126 2023-11-29 FIXED INCOME MUTUAL FUNDS 131770 133044 COMMON STOCK 106934 111852 FIXED INCOME STOCK AT COST 86102 86304 FIXED INCOME CD AT COST 69867 69974 ACCRUED INTEREST AT COST 0 2900 LEGAL FEES 145 145 0 LIFE INSURANCE - CSV 120050 137200 137200 UBS MANAGEMENT FEES 1877 1877 0