2024-10-15T16:51:57-07:00 2023-11-30 912085467 PADGETT & PADGETT PLLC 1302 Cleveland Ave Mount Vernon WA 98273 990PF 2022-12-01 861048021 THE PLESS FOUNDATION PLES 5207304383 PO BOX 708 LYNDEN WA 98264 JANE BURRILL DIRECTOR 5207304383 2024-10-14 true Steve Padgett CPA P00151785 3604241040 2024-10-15 X 2022 2024-10-15 13:58:12Z X 4162817 X X 104000 104000 93743 959513 93743 0 0 0 197743 197743 0 0 3000 0 2274 2274 0 77348 76763 82622 79037 0 175000 175000 257622 79037 175000 -59879 118706 0 34264 32193 32193 0 0 156577 254169 258718 1813171 1789806 3455209 536685 406062 416697 0 0 0 0 0 0 2540697 2482230 4162817 0 0 251 1663 251 1663 X 2540446 2480567 2540446 2480567 2540697 2482230 2540446 -59879 2480567 2480567 FIDELITY BROKER SHORT-TERM SUMMARY P 2022-12-31 2023-11-30 810090 0 810141 -51 0 0 0 -51 FIDELITY BROKER LONG-TERM SUMMARY P 2022-01-01 2023-11-30 149423 0 55629 93794 0 0 0 93794 93743 -51 1650 0 1650 0 1650 0 X 13 1663 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 4052406 78218 0 4130624 0 4130624 61959 4068665 203433 203433 1650 1650 201783 201783 201783 175000 175000 201783 97701 0 0 0 0 0 0 175000 97701 0 77299 0 0 0 0 0 124484 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 14505 N 75TH AVE PHOENIX AZ 85381 PUB.CHARITY GENERAL FUND 25000 ENGEDI REFUGE MINISTRIES PO BOX 950 LYNDEN WA 98264 PUB.CHARITY GENERAL FUND 25000 ARIZONA JUSTICE CENTER 6550 W GLENDALE AVE GLENDALE AZ 85301 PUB.CHARITY GENERAL FUND 25000 VETERANS FIRST 8433 N BLACK CANYON HIGHWAY SUITE 1 PHOENIX AZ 85021 PUB.CHARITY GENERAL FUND 25000 APACHE JUNCTION REACH OUT INC 575 N IDAHO RD STE 701 APACHE JUNCTION AZ 85119 PUB.CHARITY GENERAL FUND 25000 THERWHATCOM COUNTY PREGNANCY CLINIC 1310 N STATE ST BELLINGHAM WA 98225 PUB.CHARITY GENERAL FUND 25000 ONE SMALL STEP 710 N COOPER RD GILBERT AZ 85233 PUB.CHARITY GENERAL FUND 25000 175000 14 104000 18 93743 93743 197743 93743 291486 N/A N/A false false false false false false false false false false PADGETT TAX PREP 2250 PADGETT CONSULTING 750 SHORT-TERM TRANSACTIONS SUMMARY 810090 803102 7039 -51 LONG-TERM TRANSACTIONS SUMMARY 149423 55629 93794 REALTY INCOME CORP COM 36130 43267 MUTUAL FUNDS 369932 373430 CORPORATE STOCKS 1789806 3455209 254169 258718 ACCOUNT MANAGEMENT FEES 73666 73666 ACCRUED INTEREST PAID ON PURCHASES 3097 3097 WEBSITE 285 POSTAGE 300 FEDERAL TAX DUE 251 1663 FOREIGN TAXES WITHHELD 611 611 CURRENT YEAR FEDERAL INCOME TAXES 1663 1663