2025-09-04T17:57:04-05:00 2024-12-31 990619668 UNITED STATES X ADVISORS WASHINGTON LLC 1102 BROADWAY SUITE 400 TACOMA WA 98402 990PF 2024-01-01 900283284 WOODWORTH FAMILY FOUNDATION WOOD 2537590165 3110 RUSTON WAY STE D D TACOMA WA 98402 DEREK WOODWORTH TREASURER / V.P. 2537590165 2025-09-02 1 1 JENNIFER MCQUILKIN P01382127 2538305450 2025-09-02 2024 2025-03-06 01:10:19Z X 26744202 X 40000 111624 111624 603962 603962 -945029 1888872 5724850 1888872 -750020 -864816 1894438 1739642 0 0 0 101925 101925 0 11428 11428 0 31047 28520 0 144400 141873 0 1643500 1643500 1787900 141873 1643500 106538 1597769 0 3141592 1464882 1464882 103708 23407024 25279320 25279320 26652324 26744202 26744202 0 30106 0 30106 X 0 0 0 0 26652324 26714096 26652324 26714096 26652324 26744202 26652324 106538 0 26758862 44766 26714096 WELLS FARGO 2200 ST 54243 52398 1845 1845 WELLS FARGO 2200 LT 4310268 2628986 1681282 1681282 MORGAN STANLEY 3117 ST 333537 329254 4283 4283 MORGAN STANLEY 3117 LT 777536 825340 -47804 -47804 CAPITAL GAINS DIVIDENDS P 249266 249266 249266 1888872 22209 0 22209 0 22209 16000 0 13000 0 29000 0 6791 6791 0 0 0 0 0 0 0 0 0 1 1 0 1 1 WA 1 0 1 0 0 1 WOODWORTHFAMILYFOUNDATION.ORG THE ORGANIZATION 2537590165 3110 RUSTON WAY SUITE D TACOMA WA 98402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY A WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 PRESIDENT 8.00 0 0 0 JOHN A WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 BOARD MEMBER 1.00 0 0 0 WILLIAM STARKS 3110 RUSTON WAY SUITE D TACOMA WA 98402 BOARD MEMBER 1.00 0 0 0 NANCY WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 SECRETARY 1.00 0 0 0 JILL WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 BOARD MEMBER 1.00 0 0 0 DEREK WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 TREASURER / V.P. 8.00 0 0 0 NONE 0 NONE 0 0 26816647 126541 5165316 32108504 0 0 32108504 481628 31626876 1581344 1581344 22209 23897 46106 1535238 0 1535238 0 1535238 1643500 0 1643500 1535238 1626653 0 0 1643500 1626653 0 0 16847 0 0 0 0 0 0 0 0 1518391 0 0 0 JEFFREY A WOODWORTH DEREK WOODWORTH JEFFREY A WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 2537590165 APPLICANTS SHOULD SUBMIT A LETTER OF INQUIRY-- SEE WEBSITE FOR DETAILS. NO SUBMISSION DEADLINES MUST BE A 501(C)(3) TO APPLY. AMERICAN NATIONAL RED CROSS POST OFFICE BOX 3097 SEATTLE WA 98114 NONE PUBLIC CHARITY HURRICANE MARIA RELIEF IN PUERTO RICO 10000 ARK INSTITUTE OF LEARNING 1916 SOUTH WASHINGTON STREET TACOMA WA 98405 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 10000 ASSOCIATED MINISTRIES OF TACOMA-PIERCE COUNTY 901 S 13TH STREET TACOMA WA 98405 NONE PUBLIC CHARITY GENERAL OPERATING FUND 10000 BELLARMINE PREPARATORY SCHOOL 2300 SOUTH WASHINGTION TACOMA WA 984051399 NONE PRIVATE SCHOOL CAMPUS CENTER CAMPAIGN 40000 BIG BROTHERS BIG SISTERS OF PUGET SOUND 3640 S CEDAR STREET SUITE R TACOMA WA 98409 NONE PUBLIC CHARITY TACOMA-PIERCE COUNTY MENTORING 20000 BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 3875 S 66TH ST SUITE 101 TACOMA WA 98409 NONE PUBLIC CHARITY RACING EVENT 100000 BUILDING YOUTH THROUGH MUSIC 717 TACOMA AVE SOUTH SUITE A TACOMA WA 98401 NONE PUBLIC CHARITY AFTER SCHOOL STEM EDUCATION FPR BIOPIC YOUTH 5000 CENTRAL WASHINGTON UNIVERSOTY FOUNDATION 400 E UNIVERSOTY WAY ELLENSBURG WA 98926 NONE PUBLIC CHARITY SUPPORTING STUDENT ACCESS AND SUCCESS AT CWU 135000 CHILDRENS THERAPY CENTER 10811 SE KENT-KANGLEY ROAD KENT WA 98030 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 5000 CKJ COMMUNITY HOMES 2367 TACOMA AVE S SUITE 215 TACOMA WA 98402 NONE PUBLIC CHARITY PUYALLUP HEALTH CENTER 10000 COMMUNITIES IN SCHOOLS OF LAKEWOOD WA 6402 100TH STREET SW LAKEWOOD WA 98499 NONE PUBLIC CHARITY OPERATIONS 10000 COMMUNITY HEALTH CARE 1148 BROADWAY STE 100 TACOMA WA 98402 NONE PUBLIC CHARITY NURSE TRAINING EDUCATION 15000 COMPREHENSIVE LIFE RESOURCES 1305 TACOMA AVE S STE 201 TACOMA WA 98402 NONE PUBLIC CHARITY TO PROVIDE WHOLE HEALTH SERVICES THAT HELP PIERCE COUNTY ADULTS AND YOUTH RECOVER FROM MENTAL DISTRESS. 25000 DEGREES OF CHANGE PO BOX 1573 TACOMA WA 98401 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 15000 DEVINE ALTERNATIVES FOR DADS SERVICES (DADS) 10402 KLINE ST SW SUITE 111 LAKEWOOD WA 98499 NONE PUBLIC CHARITY DADS FATHERHOOD PROGRAM IN PIERCE COUNTY 5000 EATONVILLE AREA COUNCIL 3054 CENTER ST W EATONVILLE WA 98328 NONE PUBLIC CHARITY COMMUNITY RESILIENCE INITIATIVES: EMPOWERING FAMILIES IN RURAL PIERCE COUNTY 10000 EXODUS HOUSING PO BOX 1006 SUMNER WA 98390 NONE PUBLIC CHARITY GENERAL OPERATIONS 5000 FINANCIAL BEGINNINGS WASHINGTON 12783 GATEWAY DR S TUKWILA WA 98168 NONE PUBLIC CHARITY FINANCIAL EDUCATION 5000 FIRST 5 FUNDAMENTALS 1501 PACIFIC AVE STE 201 TACOMA WA 98402 NONE PUBLIC CHARITY SUPPORT 10000 FOUNDATION FOR TACOMA STUDENTS 919 SOUTH 9TH STREET TACOMA WA 98405 NONE PUBLIC CHARITY OPERATIONS TO AID IN TACOMA SCHOOLS GRADUATE RATE 25000 FRANKE TOBEY JONES 5340 NORTH BRISTOL STREET TACOMA WA 98407 NONE PUBLIC CHARITY SENIOR CENTER SUPPORT 2500 GIG HARBOR PENINSULA FISH FOOD BANK 4303 BURNHAM DR GIG HARBOR WA 98332 NONE PUBLIC CHARITY SUPPORT 20000 GREENTRIKE 1501 PACIFIC AVENUE TACOMA WA 98402 NONE PUBLIC CHARITY SUPPORT 45000 HABITAT FOR HUMANITY 4824 SOUTH TACOMA WAY TACOMA WA 98409 NONE PUBLIC CHARITY SUPPORT 100000 HARBOR HOPE CENTER PO BOX 2291 GIG HARBOR WA 98335 NONE PUBLIC CHARITY TRANSITIONAL HOUSING AND MENTORSHIP PROGRAM 15000 HARVEST HOUSE 25713 70TH AVE E GRAHAM WA 98338 NONE PUBLIC CHARITY FOOD INVENTORY SUSTAINABILITY 6000 HELPING HAND HOUSE PO BOX 710 PUYALLUP WA 98371 NONE PUBLIC CHARITY SUPPORT 15000 HILLTOP ARTISTS IN RESIDENCE PROGRAM PO BOX 6829 TACOMA WA 98417 NONE PUBLIC CHARITY GENERAL OPERATIONS SUPPORT 10000 MARY BRIDGE CHILDRENS FOUNDATION PO BOX 5296 TACOMA WA 98415 NONE PUBLIC CHARITY SUPPORT 150000 METROPOLITAN DEVELOPMENT COUNCIL 945 FAWCETT TACOMA WA 98402 NONE PUBLIC CHARITY CAMPBELL COURT REPAIR AND REPLACE/CAPITAL EXPENSE TO FIX APARTMENTS 15000 MOUNTAIN VIEW COMMUNITY CENTER 3607 122ND AVE E SUITE A EDGEWOOD WA 98372 NONE PUBLIC CHARITY SUPPORT 15000 MULTICARE HEALTH FOUNDATION PO BOX 5296 TACOMA WA 984150296 NONE PUBLIC CHARITY CAPITAL FUNDING FOR NEW BEHAVIORAL HOSPITAL IN TACOMA 10000 MULTICULTURAL CHILD AND FAMILY HOPE CENTER 2021 S 19TH ST TACOMA WA 98405 NONE PUBLIC CHARITY OPERATIONS 100000 NAMI WASHINGTON 1107 NE 45TH SUITE 330 SEATTLE WA 98105 NONE PUBLIC CHARITY MENTAL HELATH YOUTH OUTREACH INITIATIVE 10000 NEIGHBORHOOD CLINIC 1323 SOUTH YAKIMA AVENUE TACOMA WA 98405 NONE PUBLIC CHARITY GENERAL 10000 PIERCE COUNTY PROJECT ACCESS 223 TACOMA AVE S TACOMA WA 98402 NONE PUBLIC CHARITY DONATED CARE 15000 PUSH FOR DREAMS PO BOX 1663 TACOMA WA 98401 NONE PUBLIC CHARITY SUPPORT 5000 PUYALLUP FOOD BANK PO BOX 202 PUYALLUP WA 98371 NONE PUBLIC CHARITY GENERAL OPERATIONS FOR FOOD 15000 PUYALLUP VALLEY ST FRANCIS HOUSE POST OFFICE BOX 156 PUYALLUP WA 98371 NONE PUBLIC CHARITY CLOTHING BANK OPERATIONS 10000 R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION PO BOX 7119 TACOMA WA 98417 NONE PUBLIC CHARITY OPERATIONS FOR COLLEGE BOUND SCHOLARS PROGRAM 15000 REBUILDING HOPE SEXUAL ASSAULT CENTER OF PIERCE COUNTY 101 E 26TH STREET STE 200 TACOMA WA 98421 NONE PUBLIC CHARITY SUPPORT 10000 ST LEO'S FOOD CONNECTION 710 S 13TH STREET TACOMA WA 98405 NONE PUBLIC CHARITY SUPPORT 20000 SUMMIT-PARKLAND YOUTH ASSOCIATION 315 129TH ST S TACOMA WA 98444 NONE PUBLIC CHARITY WHS SPORTS FIELD IMPROVEMENTS 5000 TACOMA ART MUSEUM 1701 PACIFIC AVE TACOMA WA 98402 NONE PUBLIC CHARITY TACOMA PUBLIC SCHOOLD FIELD TRIP PROGRAMMING 10000 TACOMA COMMUNITY HOUSE PO BOX 5107 TACOMA WA 98415 NONE PUBLIC CHARITY UNITING COMMUNITIES CAPITAL BUILDING CAMPAIGN 20000 THE RESCUE MISSION PO BOX 1912 TACOMA WA 98401 NONE PUBLIC CHARITY OPERATIONS FOR SUPPORT FOR HOMELESS PROGRAMS 125000 THE RISE CENTER 2136 MARTIN LUTHER KING JR WAY TACOMA WA 98405 NONE PUBLIC CHARITY THE WILDERNESS PROJECT 10000 TREEHOUSE 3110 RUSTON WAY SUITE D TACOMA WA 98402 NONE PUBLIC CHARITY SUPPORT 10000 TRINITY PRESBYTERIAN CHURCH 1615 6TH AVENUE TACOMA WA 98405 NONE PUBLIC CHARITY TRINITY OUTREACH PROGRAM 15000 TRUST FOR PUBLIC LAND 901 5TH AVE SUITE 1520 SEATTLE WA 98164 NONE PUBLIC CHARITY TACOMA GREEN SCHOOLYARDS 25000 UNITED WAY OF PIERCE COUNTY PO BOX 2215 TACOMA WA 984012215 NONE PUBLIC CHARITY GENERAL OPERATIONS 20000 UNIVERSITY OF WASHINGTON FOUNDATION 1900 COMMERCE ST TACOMA WA 98402 NONE PUBLIC CHARITY SCHOLARSHIP ENDOWMENT 185000 URBAN GRACE THE DOWNTOWN CHURCH 902 MARKET ST TACOMA WA 98402 NONE PUBLIC CHARITY TO PROVIDE OUR COMMUNITY WITH A FAITH HOME WHERE WE CAN BUILD DIVERSE AND DEEP RELATIONSHIPS AND EXPERIENCE SHARED SPIRITUAL PRACTICES SUCH AS WORSHIP SERVICES, STUDIES, SMALL GROUPS, AND PRAYER, IN ORDER TO GAIN GREATER CONNECTION TO GOD AND EACH OTHER 5000 VALEO VOCATION 1224 TACOMA AVE S TACOMA WA 98402 NONE PUBLIC CHARITY SUPPORT 10000 WASHINGTON HOME BUILDERS FOUNDATION 300 DESCHUTES WAY SW TUMWATER WA 98501 NONE PUBLIC CHARITY CONSTRUCTION TRADES TRAINING ACADEMY 10000 WASHINGTON STATE HISTORICAL SOCIETY 1911 PACIFIC AVENUE TACOMA WA 98402 NONE PUBLIC CHARITY STUDENT SCHOLARSHIPS 5000 WASHINGTON STATE UNIVERSITY FOUNDATION 255 E MAIN STREET PULLMAN WA 99164 NONE PUBLIC CHARITY WOODWORTH FAMILY SCHOLARSHIP FUND AT WSU 100000 WASHINGTON TRAILS ASSOCIATION 702 2ND AVE SUITE 300 SEATTLE WA 98104 NONE PUBLIC CHARITY OUTDOOR LEADERSHIP PROGRAM 5000 1643500 0 14 111624 14 603962 16 -945029 18 4697 18 1888872 01 CP BUSINESS FINANCE I, LP 01 79412 WOODWORTH-BERG 01 20000 CP INDUSTRIAL LOGISTICS, LP 01 -23866 CP TCG HOLDING, LLC 01 114796 ALDER CREEK 150 & ASSOC 01 -945059 0 909409 0 909409 0 0 0 0 0 0 0 0 0 0 X X 1 EXPRESS STORAGE PO BOX 73639 PUYALLUP WA 98373 5000 X 2 PATRIOT FIRE PROTECTION 2707 70TH AVE E FIFE WA 98424 5000 X 3 BOYS AND GIRLS CLUB OF SOUTH PUGET SOUND 3875 S 66TH SUITE 101 TACOMA WA 98409 10000 X ZERO TAX BASIS DONATED PROPERTY - 9594 MICKELBERRY RD. NW FORM 990PF PART II, LINE 11 COLUMN B WOODWORTH FAMILY FOUNDATION RECEIVED A DONATION FROM WOODWORTH CAPITAL INC ON 11/08/2018. THE PROPERTY WAS CONTRIBUTED WITH A ZERO TAX BASIS AND WAS APPRAISED AT $2,600,000. DEPRECIATION EXPENSE IS BEING TAKEN FROM THE APPRAISED VALUE OF THE BUILDING OF $1,853,800 FOR BOOK PURPOSES. INVESTMENT IN PASSTHROUGHS AT COST 4571301 4571301 OTHER INVESTMENTS AT COST 20708019 20708019 FEDERAL INCOME TAX EXPENSE 44766 INFORMATION TECHNOLOGY 13056 11993 0 COMPUTER & SOFTWARE 3693 3392 0 BANK FEES 704 647 0 OPERATIONS 5177 4755 0 ACCOUNTING 6720 6173 0 LEGAL FEES 150 138 0 MISC EXPENSES 29 27 0 PENALTIES 1340 1231 0 TAXES & LICENSES 178 164 0 NET LTCG - CP BUSINESS FINANCE 585 585 585 INTEREST INCOME - CP BUSINESS FINANCE 693 693 693 NET STCG - CP BUSINESS FINANCE 2826 2826 2826 DIVIDEND INCOME - CP BUSINESS FINANCE 465 465 465 INTEREST INCOME - CP TCG HOLDING 128 128 128 CP BUSINESS FINANCE I, LP 79412 79412 79412 WOODWORTH-BERG 20000 20000 20000 CP INDUSTRIAL LOGISTICS, LP -23866 -23866 -23866 CP TCG HOLDING, LLC 114796 114796 ALDER CREEK 150 & ASSOC -945059 -945059 -945059 FEDERAL INCOME TAX PAYABLE 0 30106 INVESTMENT FEES 101925 101925 0 JOHN A WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 JEFFREY A WOODWORTH 3110 RUSTON WAY SUITE D TACOMA WA 98402 WOODWORTH CAPITAL INC 3110 RUSTON WAY SUITE D TACOMA WA 98402 FOREIGN TAXES PAID 11428 11428 0