2024-11-08T13:05:54-06:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 911169056 JOHN M MCCLELLAND SR CHARITABLE FOUNDATION JOHN 4258305576 16275 NE 85TH ST SUITE A REDMOND WA 98052 JANET PARKER SECRETARY/TREASURER 4258305576 2024-11-05 1 0 SARAH B HUANG P00745974 4254544919 2024-11-05 2023 2024-10-15 13:58:12Z X X 1137017 X X 4060 4060 18987 18987 85530 343253 85530 108577 108577 37500 14625 22875 1430 0 1430 8245 0 8245 2553 1176 1377 1264 307 957 50992 16108 34884 70000 70000 120992 16108 104884 -12415 92469 42250 104516 104516 142329 31659 31659 244267 268612 270439 572801 584445 680608 50268 50268 49795 1051915 1039500 1137017 0 0 X 118150 118150 0 0 933765 921350 1051915 1039500 1051915 1039500 1051915 -12415 0 1039500 0 1039500 PUBLICLY TRADED SECURITIES P 339164 257723 81441 81441 CAPITAL GAINS DIVIDENDS P 4089 4089 4089 85530 1285 0 1285 0 1285 2549 0 1000 0 3549 0 2264 2264 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A JANET PARKER 4258305576 3740 CARILLON POINT KIRKLAND WA 98033 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN M MCCLELLAND III 3740 CARILLON POINT KIRKLAND WA 98033 PRESIDENT 1.00 0 0 0 JANET LEE PARKER 3740 CARILLON POINT KIRKLAND WA 98033 CEO/SECRETARY/TREASURER 18.00 36000 0 0 SHEILA JACOBSON 3740 CARILLON POINT KIRKLAND WA 98033 DIRECTOR 1.00 1500 0 0 NONE 0 NONE 0 0 991474 198831 0 1190305 0 0 1190305 17855 1172450 58623 58623 1285 1285 57338 0 57338 0 57338 104884 0 104884 57338 0 0 19785 19785 104884 0 0 0 57338 47546 0 0 67331 0 0 0 0 0 0 0 67331 19785 47546 X COMMUNITY HEALTH PARTNERS 945 WASHINGTON WAY SUITE 141 LONGVIEW WA 98632 PC GENERAL SUPPORT 5000 LOST NATION THEATER 39 MAIN ST MONTPELIER VT 05602 PC GENERAL SUPPORT 10000 LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD MSC 57 PORTLAND OR 97219 GOV TO SUPPORT THE LLOYD K. AND ANA MARIA HULSE SCHOLARSHIP FOR HISPANIC STUDIES 9000 LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD MSC 57 PORTLAND OR 97219 GOV TO SUPOORT THE GEORGE V. BISHOP OPERA WORKSHOP 1000 LONGVIEW PUBLIC LIBRARY 1600 LOUSIANA ST LONGVIEW LONGVIEW WA 98632 PC GENERAL SUPPORT 10000 COWLITZ HISTORICAL MUSEUM 495 ALLEN ST KELSO WA 98626 PC GENERAL SUPPORT 5000 COLUMBIA THEATRE FOR PERFORMING ARTS 1231 VANDERCOOK WAY LONGVIEW WA 98632 PC GENERAL SUPPORT 2000 STAGEWORKS NORTHWEST 1433 COMMERCE AVE LONGVIEW WA 98632 PC GENERAL SUPPORT 2000 LOWER COLUMBIA SCHOOL GARDENS PO BOX 785 LONGVIEW WA 98632 PC GENERAL SUPPORT 1000 AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 01609 PC GENERAL SUPPORT 10000 SUSTAINABLE MOLOKAI 40 ALA MALAMA AVE KAUNAKAKAI HI 96748 PC GENERAL SUPPORT 5000 FRIENDS OF MOLOKAI PUBLIC LIBRARY 15 ALA MALAMA AVE KAUNAKAKAI HI 96748 PC GENERAL SUPPORT 5000 MOLOKAI HISTORY PROJECT 145 ALA MALAMA AVE 103 KAUNAKAKAI HI 96748 PC GENERAL SUPPORT 5000 70000 0 14 4060 14 18987 14 85530 0 108577 0 108577 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8245 0 8245 BANCO SANTANDE 50268 49795 GOLDMAN SACHS SMALL CAP 14511 23198 VANGUARD INT'L GROWTH FUND 56384 96713 VANGUARD SMALL CAP GROWTH 30822 61978 VANGUARD SMALL CAP VALUE 40000 57912 VANGUARD DEVELOPED MARKETS 80000 92522 QUADRANTIC INT RATE VOL 77797 59352 JP MORGAN EQUITY INCOME 135000 138293 AQR RISK-BALANCED COMM 50000 45628 JP MORGAN EQUITY PREMIUM 99931 105012 268612 270439 0 0 LEGAL FEES 1430 0 1430 MISCELLANEOUS EXPENSES 452 0 452 SERVICE FEES 767 307 460 FILINGS FEES 20 0 20 OFFICE EXPENSES 25 0 25 FOREIGN TAXES 258 258 0 PAYROLL TAXES 2295 918 1377