2025-09-15T19:27:47-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 920 5TH AVE SUITE 900 SEATTLE WA 98104 990PF 2024-01-01 843114715 THE ROYSO FOUNDATION ROYS 8008391754 501 SILVERSIDE ROAD 123 WILMINGTON DE 19809 MICHAEL ROWELL DIRECTOR 8008391754 2025-09-15 1 0 BRIANNA D'ANGELO P02114211 2066211800 2024 2025-03-06 01:10:19Z X 7011655 X X 1575 1575 224525 185372 104414 2441477 143666 330514 330613 0 0 0 9000 0 9000 47711 17861 29850 11716 0 0 37 12 25 68464 17873 38875 810000 810000 878464 17873 848875 -547950 312740 188834 75718 75718 4869271 5497634 5497634 1631004 897133 897133 421191 541170 541170 7110300 7011655 7011655 0 0 X 0 0 0 0 7110300 7011655 7110300 7011655 7110300 7011655 7110300 -547950 449305 7011655 0 7011655 PUBLICLY TRADED SECURITIES 2441477 2297811 143666 143666 143666 4347 0 4347 0 4347 6000 0 0 0 6000 0 1653 1653 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A FOUNDATION SOURCE 8008391754 501 SILVERDALE ROAD STE 123 WILMINGTON DE 19809 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL ROWELL PO BOX 691 MEDINA WA 98039 DIRECTOR 1.00 0 0 0 ALEXIS ROWELL PO BOX 691 MEDINA WA 98039 PRESIDENT, SECRETARY, TREAS., DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6956135 134444 0 7090579 0 0 7090579 106359 6984220 349211 349211 4347 4347 344864 0 344864 0 344864 848875 0 848875 344864 0 0 567770 1387551 1955321 848875 0 0 0 344864 504011 0 0 2459332 0 0 0 0 0 0 0 2459332 567770 1387551 504011 MICHAEL ROWELL ALEXIS ROWELL X FIRST PRESBYTERIAN CHURCH OF BELLEVUE 1717 BELLEVUE WAY NE BELLEVUE WA 98004 PC GENERAL SUPPORT 200000 EASTSIDE PREPARTORY SCHOOL 10613 NE 38TH PLACE KIRKLAND WA 98033 PC GIFT FOR ENTREPRENEURSHIP, PHILANTHROPIC LEARNING, TEACHER ENDOWMENT, AND ANNUAL FUND. 550000 BREAKING BOUNDARIES FOUNDATION 10838 MAIN ST SUITE 200 BELLEVUE WA 98004 PC GENERAL SUPPORT 25000 HAYMAKERS FOR HOPE INC 501 BOYLSTON ST C/O 10TH FLOOR BOSTON MA 02116 PC GENERAL SUPPORT 10000 MASSACHUSETTS INSITUTES OF TECH 77 MASSACHUSETTS AVE NE49-3142 CAMBRIDGE MA 021394307 PC MIT SLOAN ANNUAL FUND AND GENERAL SUPPORT 25000 810000 0 14 1575 14 224525 18 104414 0 330514 0 330514 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 9000 0 9000 GUGGENHEIM MACRO OPPORTUNITIES INSTL 262594 262594 PIMCO INCOME FUND P CLASS 634539 634539 ABBOTT LABS 25224 25224 SELECT SECTOR SPDR UTILITIES 85757 85757 JPMORGAN MULTI-SECT INC-SEL 207244 207244 JANUS HENDERSON MULTI SECTOR INCM FD I 410426 410426 PROGRESSIVE CORP OHIO 37619 37619 PARKER HANNIFIN CP 39434 39434 NVIDIA CORP 73860 73860 ORACLE CORP 61324 61324 PROCTER GAMBLE CO 25650 25650 CME GROUP, INC 24849 24849 UNITEDHEALTH GROUP INC 21752 21752 ELI LILLY & CO 31652 31652 PALO ALTO NETWORKS INC 28750 28750 CONOCOPHILLIPS 20231 20231 VISA INC 28760 28760 SALESFORCE.COM 30090 30090 RAYTHEON TECHNOLOGIES CORP 32980 32980 MASTERCARD INC 30014 30014 YUM BRANDS INC 24820 24820 AMERICAN TOWER REIT INC 20542 20542 BOSTON SCIENTIFIC 37514 37514 MCDONALD'S CORP 23771 23771 ASTRAZENECA 23653 23653 TRAVELERS COMPANIES INC 31075 31075 TJX COMPANIES INC 31773 31773 UNION PACIFIC 23032 23032 AMERIPRISE FINANCIAL INC 35140 35140 THERMO FISHER SCIENTIFIC INC 24971 24971 INTUITIVE SURGICAL 38625 38625 AMERICAN EXPRESS CO 40067 40067 EMERSON ELECTRIC CO 32222 32222 JP MORGAN CHASE 35717 35717 META PLATFORMS INC 42157 42157 WELLS FARGO & CO 36455 36455 INTUIT 26397 26397 SHERWIN-WILLIAMS CO 27874 27874 GOLDMAN SACHS GROUP 38938 38938 MORGAN STANLEY 36459 36459 WAL-MART STORES INC 54842 54842 ALPHABET INC CL A 56411 56411 EXXON MOBIL CORP 49052 49052 LINDE PLC COM 47310 47310 APPLE INC 88899 88899 BROADCOM INC 119629 119629 AMAZON COM 86001 86001 MICROSOFT CORP 105797 105797 INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 95374 95374 SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX 308910 308910 T. ROWE PRICE HEALTH SCIENCES 139625 139625 FIDELITY ADV EMERG MKTS I 181873 181873 NEW WORLD FUND, INC (F2) 179907 179907 FIRST TRUST VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 274453 274453 INVESCO S&P 500 REVENUE ETF 319807 319807 MFS INTERNATIONAL DIVERSIFICATION 328190 328190 ALPHAONE VIMCO SMALL CAP VALUE FUND CL INSTITUTIONAL 329481 329481 SCHWAB US DIVIDEND EQUITY ETF 269157 269157 FIRST EAGLE SOGEN OVERSEAS FUND CLASS I 530737 530737 ABBVIE INC 29143 29143 ADOBE SYSTEMS, INC 32906 32906 ADVANCED MICRO DEVICES INC 23312 23312 SPDR GOLD SHARES FMV 184260 184260 CALAMOS MARKET NEUTRAL FD CL I FMV 356910 356910 BANK CHARGES 12 12 0 FILING FEES 25 0 25 UNREALIZED GAINS 449305 INVESTMENT MANAGEMENT FEES 17861 17861 0 ADMINISTRATIVE SERVICE FEES 29850 0 29850 EXCISE TAXES 11716 0 0