2024-11-14T10:45:16-06:00 2023-12-31 911233794 HAGEN KURTH PERMAN AND CO PS 1111 THIRD AVE SUITE 800 SEATTLE WA 981013216 990PF 2023-01-01 810793649 THE JAMES AND GERALDINE GODFREY FOUNDATION JAME 2066241230 17720 MARINE DRIVE STANWOOD WA 98292 JAMES A GODFREY PRESIDENT 2066241230 2024-11-14 1 1 JAMES R RAMBORGER CPA P00444104 2066829200 2023 2024-10-15 13:58:12Z X 4200815 X 1000000 61111 61111 20184 757767 20184 1081295 81295 0 0 0 1317 0 0 2840 1420 0 300 0 0 18684 18684 0 23141 20104 0 207500 207500 230641 20104 207500 850654 61191 1098801 1048366 1048366 1983263 2880929 3152449 3082064 3929295 4200815 3808 385 3808 385 X 0 0 0 0 3078256 3928910 3078256 3928910 3082064 3929295 3078256 850654 0 3928910 0 3928910 SPDR SERIES TRUST S&P REGL BKG ETF P 2023-03-13 2023-03-16 72138 72141 -3 -3 HARBOR ETF TRUST HARBOR COMMODITY ALL WT P 2023-03-30 2023-08-09 86691 83198 3493 3493 SPDR SERIES TRUST S&P REGL BKG ETF P 2023-03-30 2023-05-08 43100 49840 -6740 -6740 VANGUARD S&P 500 ETF SHS P 2023-03-13 2023-12-31 72437 72437 0 0 VANGUARD S&P 500 ETF SHS P 2023-06-06 2023-03-30 131102 123657 7445 7445 TRI CONTINENTAL CF P 2022-10-14 2023-12-13 350459 336310 14149 14149 TD AMERITRADE 8818 CAPITAL GAIN DISTRIBUTION P 553 553 553 CHARLES SCHWAB 2999 CAPITAL GAIN DISTRIBUTION P 1287 1287 1287 20184 851 0 851 0 851 245 0 1000 0 1245 0 394 394 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 0 0 0 0 0 1 N/A JAMES GODFREY 2069312880 17720 MARINE DRIVE STANWOOD WA 98292 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A GODFREY 17720 MARINE DRIVE STANWOOD WA 98292 PRESIDENT, TREASURER, DIRECTOR 1.00 0 0 0 MARY G GODFREY 17720 MARINE DRIVE STANWOOD WA 98292 SECRETARY, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2772887 528056 0 3300943 0 0 3300943 49514 3251429 162571 162571 851 851 161720 0 161720 0 161720 207500 0 207500 161720 0 0 20295 92402 38569 55690 26166 233122 207500 0 0 0 161720 45780 0 0 278902 0 0 0 0 0 0 20295 258607 92402 38569 55690 26166 45780 JAMES A GODFREY MARY G GODFREY X BOYS AND GIRLS CLUB OF SKAGIT COUNTY PO BOX 947 1605 WILLIAM WAY SUITE B MOUNT VERNON WA 98273 PC UNRESTRICTED 10000 CATO INSTITUE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 200015403 PC UNRESTRICTED 10000 CHILD HAVEN 1035 SW 124TH STREET SEATTLE WA 98146 PC UNRESTRICTED 10000 FULCRUM FOUNDATION 910 MARION ST SEATTLE WA 98104 PC UNRESTRICTED 10000 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE SUITE 2700 ATLANTA GA 30303 PC UNRESTRICTED 5000 HOPELINK 8990 154TH AVE NE REDMOND WA 98052 PC UNRESTRICTED 10000 INTERCOLLEGIATE STUDIES INSTITUTE 3901 CENTERVILLE ROAD WILMINGTON DE 19807 PC UNRESTRICTED 5000 JUDICIAL WATCH 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 PC UNRESTRICTED 10000 KING'S SCHOOLS 19351 KINGS GARDEN DR N SEATTLE WA 98133 PC UNRESTRICTED 5000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON VA 22201 PC UNRESTRICTED 7000 MERCY SHIPS PO BOX 2020 GARDEN VALLEY TX 75771 PC UNRESTRICTED 15000 MY FAITH VOTES 2001 WEST PLANO PKWY STE 1904 PLANO TX 75075 PC UNRESTRICTED 5000 NW GIRLS CHOIR 2150 N 122ND ST SEATTLE WA 98133 PC UNRESTRICTED 3000 SHRINER'S HOSPITAL 2900 ROCKY POINT DRIVE TAMPA FL 33607 PC UNRESTRICTED 10000 ST CATHERINE'S SCHOOL 8524 8TH AVE NE SEATTLE WA 98115 PC UNRESTRICTED 5000 ST JUDE'S CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 98105 PC UNRESTRICTED 10000 STANWOOD COMMUNITY FOOD BANK 27030 102ND AVE NW STANWOOD WA 98292 PC UNRESTRICTED 5000 THE HERITAGE FOUNDATION 214 MASSACUSETTS AVE NE WASHINGTON DC DC 20002 PC UNRESTRICTED 5000 TREEHOUSE OF WA 2100 24TH AVE S SUITE 200 SEATTLE WA 98144 PC UNRESTRICTED 10000 TUNNELS TO TOWERS 1000 MASSACHUSETTS AVE NW WASHINGTON WA 98004 PC UNRESTRICTED 10000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 PC UNRESTRICTED 10000 WASHINGTON WOMEN IN NEED 232 5TH AVE S SUITE 201 KIRKLAND WA 98033 PC UNRESTRICTED 10000 CATHOLIC COMMUNITY SERVICES 7050 S G ST TACOMA WA 98408 PC UNRESTRICTED 10000 SEATTLE CHILDREN'S FOUNDATION 818 S JACKSON ST SEATTLE WA 98104 PC UNRESTRICTED 15000 AMERICA FIRST POLICY INSTITUTE 1777 N KENT STREET SUITE 1400 ARLINGTON VA 22209 PC UNRESTRICTED 2500 207500 0 14 61111 18 20184 0 81295 0 81295 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND MARY GODFREY 17720 MARINE DRIVE STANWOOD WA 98292 1000000 X PROFESSIONAL FEES 2840 1420 0 WASHINGTON STATE REQUESTS THAT NO 990-PF TO BE FILED, BUT IS AVAILABLE IF REQUESTED. JPMORGAN CHASE & CO CD 8/2/28 506977 505750 TEXAS EXCHANGE B 250000 230777 VANGUARD S&P 500 ETF 762751 910291 THE GOLDMAN SACHS G 500000 613345 JANUS HENDERSON AAA CLO 604076 612050 VANGUARD MID CAP ETF 101509 112132 VANGUARD SMALL CAP ETF 155616 168104 PROFESSIONAL FEES 1317 0 0 INVESTMENT BROKERS FEES 18684 18684 0 EXCISE TAX 300 0 0