2025-09-01T14:52:18-05:00 2024-12-31 450250958 EIDE BAILLY LLP 200 W MERCER ST STE E300 SEATTLE WA 981193958 990PF 2024-01-01 203992891 LEE AND STUART ROLFE FAMILY FOUNDATION LEEA 2062924961 1111 THIRD AVENUE STE 3030 SEATTLE WA 98101 STUART ROLFE OFFICER 2062924961 2025-08-29 1 0 HERBERT C KESSLER III CPA P00097088 2062857242 2025-08-29 2024 2025-03-06 01:10:19Z X 21231 X X 1198 1198 38298 38298 25465 25465 25465 64961 64961 0 0 0 5900 2950 2950 20 0 20 5920 2950 2970 1371845 1371845 1377765 2950 1374815 -1312804 62011 11051 422583 0 0 0 0 21231 433634 0 21231 0 0 X 433634 0 0 0 0 0 433634 0 433634 0 433634 -1312804 879170 0 0 0 CAPITAL GAINS DIVIDENDS P 25465 25465 25465 25465 862 0 862 0 862 987 0 0 0 987 0 125 125 0 0 0 0 0 0 0 0 0 0 1 1 1 WA 1 0 0 0 1 1 N/A JILL ROBB 2067132888 1111 3RD AVE SUITE 3030 SEATTLE WA 98101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART T ROLFE 1111 THIRD AVENUE STE 3030 SEATTLE WA 98101 PRESIDENT 0.25 0 0 0 THEILINE WRIGHT ROLFE 1111 THIRD AVENUE STE 3030 SEATTLE WA 98101 SECRETARY/TREASURER 0.25 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 1247567 30612 1828 1280007 0 0 1280007 19200 1260807 63040 63040 862 862 62178 0 62178 0 62178 1374815 0 1374815 62178 0 0 228200 63390 110717 1173 403480 1374815 0 0 0 62178 1312637 0 0 1716117 0 0 0 0 0 0 0 1716117 228200 63390 110717 1173 1312637 STUART T ROLFE THEILINE WRIGHT ROLFE X GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC PO BOX 15203 ALBANY NY 122125203 N/A PC TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION 37141 GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC PO BOX 15203 ALBANY NY 122125203 N/A PC TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION 114 GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC PO BOX 15203 ALBANY NY 122125203 N/A PC TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION 594548 GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC PO BOX 15203 ALBANY NY 122125203 N/A PC TO CONTINUE MISSION OF LEE AND STUART ROLFE FAMILY FOUNDATION 740042 1371845 0 14 1198 14 38298 18 25465 0 64961 0 64961 0 0 0 0 0 0 0 0 0 0 EIDE BAILLY LLP 5900 2950 2950 NONE 0 GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC PO BOX 15203 ALBANY NY 122125203 SEE ATTACHED DETAIL OF ASSETS TRANSFERRED TO GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC., A DONOR ADVISED FUND OVER WHICH THE FOUNDATION'S DIRECTORS HAVE ADVISORY PRIVILEGES. 1371845 DURING THE YEAR, GIVEN THE COMPOSITION OF THE FOUNDATION'S ASSETS, THE FOUNDATION'S DIRECTORS DETERMINED THAT IT WAS APPROPRIATE TO SIMPLIFY AND REDUCE THE COST OF THE ADMINISTRATION OF THE FOUNDATION'S ACTIVITIES IN SATISFYING THE FOUNDATION'S MISSION. ACCORDINGLY, IT WAS AGREED THAT THIS COULD BE BEST ACCOMPLISHED BY TRANSFERRING THE SIGNIFICANT MAJORITY OF THE ASSETS TO THE GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT, INC. ("GS DAF".) THE FOUNDATION'S MANAGERS, CONSIDERED DISQUALIFIED PERSONS, HAVE ADVISORY PRIVILEGES WITH RESPECT TO THE GS DAF. ATTACHED IS THE CONSENT OF DIRECTORS IN LIEU OF ANNUAL MEETING AUTHORIZING THE ASSET TRANSFER. AT DECEMBER 31, 2024, THE ONLY ASSET REMAINING WAS A DIVIDEND RECEIVABLE THAT WAS COLLECTED AND TRANSFERRED TO THE GS DAF ON JANUARY 9, 2025. THE FOUNDATION WILL NOT BE TERMINATING DUE TO THE NEED TO BE AVAILABLE TO RECIEVE VARIOUS BEQUESTS EXPECTED IN THE FUTURE. DIVIDENDS DECLARED BUT UNPAID 0 0 21231 LICENSES 20 0 20 FMV OF PCAR COM STOCK ($740,042) DISTRIB. OVER BASIS ($0) 740042 FMV OF GS ENHANCED DIVIDEND FUND ($594,548) DISTRIB. OVER BASIS ($455,420) 139128