2024-10-11T16:34:31-07:00 2022-11-30 912085467 PADGETT & PADGETT PLLC 1302 Cleveland Ave Mount Vernon WA 98273 990PF 2021-12-01 861048021 THE PLESS FOUNDATION PLES 5207304383 PO BOX 708 LYNDEN WA 98264 JANE BURRILL DIRECTOR 5207304383 2023-11-06 Steve Padgett CPA P00151785 3604241040 2023-10-16 X 2021 2024-10-15 13:58:12Z X X 4117885 X X 96201 96201 -181170 855378 0 251 0 0 -84969 96201 251 270 3500 0 0 0 78461 78143 82231 78143 0 150000 150000 232231 78143 150000 -317200 18058 251 34858 34264 34264 0 0 156577 156577 1835141 1813171 3389879 954671 536685 537165 0 0 0 0 0 0 2824670 2540697 4117885 0 0 44 251 44 251 X 2824626 2540446 2824626 2540446 2824670 2540697 2824626 -317200 33020 2540446 2540446 ANHEUSER-BUSCH INBEVSA P 2021-06-04 2022-01-14 75 0 85 -10 0 0 0 -10 BRITISH AMERICAN TOBACCO P 2021-12-31 2022-01-14 1946 0 1722 224 0 0 0 224 EMBECTA CORP COMMON STOCK P 2021-12-31 2022-04-05 11 0 10 1 0 0 0 1 ENBRIDGE INC COM P 2021-12-31 2022-01-14 833 0 757 76 0 0 0 76 HEALTHCARE SVCS GROUP INC P 2021-12-31 2022-09-01 117 0 157 -40 0 0 0 -40 ORION OFFICE REIT INC COM P 2020-12-31 2022-01-14 17 0 21 -4 0 0 0 -4 ANHEUSER-BUSCH INBEVSA P 2020-12-31 2022-01-14 15990 0 26655 -10665 0 0 0 -10665 BRITISH AMERICAN TOBACCO P 2020-12-31 2022-01-14 24324 0 34741 -10417 0 0 0 -10417 EMBECTA CORP COMMON STOCK P 2020-12-31 2022-04-05 1077 0 661 416 0 0 0 416 ENBRIDGE INC COM ISIN #CA29250N1050 P 2020-12-31 2022-01-14 15394 0 16374 -980 0 0 0 -980 HEALTHCARE SVCS GROUP INC COM P 2020-12-31 2022-09-01 2717 0 9941 -7224 0 0 0 -7224 PIMCO INCOME FUND INSTITUTIONAL P 2020-12-31 2022-09-27 792876 0 945425 -152549 0 0 0 -152549 -181172 251 251 0 251 0 251 0 251 0 false false false false false false false true true true false false false false true www.plessfoundation.org JANE BURRILL 5207304383 1000 RACINE ST BELLINGHAM WA 98229 false false false false false false false false false false false false false false false false false false false false JULIE PLESS 4556 S SAGINAW HILL DR TUCSON AZ 85746 PRESIDENT 3.00 0 0 0 JANE A BURRILL 1000 RACINE ST BELLINGHAM WA 98229 DIRECTOR 1.00 0 0 0 JERRY BERNARD 1642 W EVANS DE PHOENIX AZ 85023 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 4156858 156577 0 4313435 0 4313435 64702 4248733 212437 212437 251 251 212186 212186 212186 150000 150000 212186 35515 150000 35515 0 114485 0 0 0 0 0 97701 0 0 0 0 0 0 0 X JULIE 4556 SAGINAW HILL DR TUCSON AZ 85746 AUGUST 30 FOR NOVEMBER 30 FISCAL YEAR NONE JULIE 4556 SAGINAW HILL DR TUCSON AZ 85746 ARIZONA FRIENDS OF FOSTER CHILDREN 360 EAST CORONADO RD SUITE 190 PHOENIX AZ 85004 PUB.CHARITY GENERAL FUND 25000 ENGEDI REFUGE MINISTRIES PO BOX 950 LYNDEN WA 98264 PUB.CHARITY GENERAL FUND 25000 VILLAGE OF THE VALLEY 10000 N 31ST AVE SUITE C304 PHOENIX AZ 85051 PUB.CHARITY GENERAL FUND 25000 VETERANS FIRST 8433 N BLACK CANYON HIGHWAY SUITE 1 PHOENIX AZ 85021 PUB.CHARITY GENERAL FUND 25000 HARVEST COMPASSION CENTER 4002 N 67TH AVE 10 PHOENIX AZ 85033 PUB.CHARITY GENERAL FUND 25000 THERAPEUTIC RIDING OF TUCSON 8920 E WOODLAND RD TUCSON AZ 85749 PUB.CHARITY GENERAL FUND 25000 150000 14 96201 18 -181170 -181170 -84969 -181170 -266139 N/A N/A false false false false false false false false false false BUSBY SANFORD BRADY TAX PREP 3500 SHORT-TERM TRANSACTIONS SUMMARY 2021-12 2022-09 3001 2751 250 LONG-TERM TRANSACTIONS SUMMARY 2020-12 2022-12 852377 1033797 -181420 HEALTHCARE SVCS GROUP INC COM MUTUAL BOND FUND 536685 537165 CORPORATE STOCKS 1779274 3344497 INVESTMENT TRUST FUNDS 33897 45382 156577 156577 ELDER LAW OF WENATCHEE ANNUAL REPORT 270 SUPPLIES 101 POSTAGE 217 ACCOUNT MANAGEMENT FEES 74062 74062 ACCRUED INTEREST PAID ON PURCHASES 4081 4081 UNIDENTIFIED PRIOR YEAR SECURITY BASIS 33020 FEDERAL TAX DUE 44 251