2025-10-30T16:26:00-05:00 2024-12-31 911233794 HAGEN KURTH PERMAN & CO PS 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 981013216 990PF 2024-01-01 911876347 CHRISTOPHER R KELLY FAMILY FOUNDATION CHRI 2065735276 3213 W WHEELER ST 742 SEATTLE WA 98199 JOHN PLATT DIRECTOR 2065735276 2025-10-29 1 1 JAMES R RAMBORGER CPA P00444104 2066829200 2024 2025-03-06 01:10:19Z X 894737 X 1500 X 40080 40080 -18991 114175 0 22589 40080 20250 5063 15187 40538 10134 30404 8000 2000 6000 3045 761 2284 1876 1876 0 1767 605 1162 5821 1431 4390 81297 21870 59427 44500 44500 125797 21870 103927 -103208 18210 51959 19678 19678 950385 408609 875059 1002344 428287 894737 0 0 X 1401304 930455 0 0 -398960 -502168 1002344 428287 1002344 428287 1002344 -103208 0 899136 470849 428287 2000 SHS GSK PLC ADR P 2015-01-16 2024-02-27 82568 89830 -7262 -7262 800 SHS VERIZON COMMUNICATIONS P 2016-12-22 2024-02-20 31607 43336 -11729 -11729 -18991 253 0 253 0 253 0 0 900 0 900 0 647 647 0 0 0 0 0 0 0 0 0 0 1 1 1 WA 1 0 0 0 0 1 N/A CHRISTOPHER R KELLY 2066829200 3213 W WHEELER STREET BOX 298 SEATTLE WA 98199 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER R KELLY PO BOX 99621 SEATTLE WA 98199 DIRECTOR 1.00 0 0 0 MARIA C DRIANO 2530 42ND AVENUE WEST SEATTLE WA 98199 DIRECTOR 3.00 64876 0 0 JOHN E PLATT 3213 W WHEELER 298 SEATTLE WA 98199 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 1366340 99998 0 1466338 0 0 1466338 21995 1444343 72217 72217 253 253 71964 0 71964 0 71964 103927 0 103927 71964 0 0 60649 38278 2610 12856 114393 103927 0 0 0 71964 31963 0 0 146356 0 0 0 0 0 0 60649 85707 38278 2610 12856 31963 EWING C KELLY SCHOLARSHIP PO BOX 19208 SEATTLE WA 981091208 2066741776 EWING C. KELLY SCHOLARSHIP APPLICATION FORM AUGUST 31 APPLICANTS MUST HAVE BEEN ACCEPTED OR HAVE AN APPLICATION PENDING AT AN INSTITUTION OF HIGHER LEARNING. APPLICANTS MUST BE A SENIOR LEVEL STUDENT AT A PUBLIC OR PRIVATE HIGH SCHOOL IN THE SEATTLE-TACOMA-EVERETT AREA. ALL SAINTS BY THE SEA 83 EUCALYPTUS LANE SANTA BARBARA CA 93108 NONE PC UNRESTRICTED 5000 ESTRELLA WARBIRDS MUSEUM 4251 DRY CREEK ROAD PASO ROBLES CA 93445 NONE PC UNRESTRICTED 1500 FORT ROSS CONSERVANCY 19005 HIGHWAY 1 JENNER CA 95450 NONE PC UNRESTRICTED 1500 FRIENDS OF SUTTERS FORT 2701 L STREET SACRAMENTO CA 95816 NONE PC UNRESTRICTED 1500 KIT CARSON HOME AND MUSEUM 113 KIT CARSON RD TAOS NM 87571 NONE PC UNRESTRICTED 1500 MARYS PLACE PO BOX 1711 SEATTLE WA 98111 NONE PC UNRESTRICTED 2000 NORTHWEST BATTLE BUDDIES PO BOX 2511 BATTLE GROUND WA 98604 NONE PC UNRESTRICTED 1000 PALM SPRINGS AIR MUSEUM 745 GENE AUTRY TRAIL PALM SPRINGS CA 92262 NONE PC UNRESTRICTED 1500 UNIVERSITY OF SOUTHERN CALIFORNIA BOVARD COLLEGE 1150 S OLIVE STREET 300 LOS ANGELES CA 90015 NONE PC UNRESTRICTED 2000 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 NONE PC UNRESTRICTED 5000 BENNINGTON COLLEGE ONE COLLEGE DRIVE BENNINGTON VT 05201 NONE PC UNRESTRICTED 2000 GROTON SCHOOL 282 FARMERS ROW GROTON MA 01450 NONE PC UNRESTRICTED 2000 MILLS COLLEGE AT NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE SUITE 402CP BOSTON MA 02115 NONE PC UNRESTRICTED 2000 PARKINSON'S FOUNDATION 5757 WATERFORD DISTRICT DRIVE 310 MIAMI FL 33126 NONE PC UNRESTRICTED 5000 UC BERKELEY 1995 UNIVERSITY AVE STE 401 BERKELEY CA 94704 NONE PC UNRESTRICTED 2000 UNIVERSITY PREP 8000 25TH AVE NE SEATTLE WA 98115 NONE PC UNRESTRICTED 2000 WA NA WARI 1515 12TH AVE SEATTLE WA 98122 NONE PC UNRESTRICTED 5000 THE AMERICAN SCHOOL IN LONDON FOUNDATION 15 ROSZEL ROAD PRINCETON NJ 08540 NONE PC UNRESTRICTED 2000 44500 0 14 40080 18 -18991 0 21089 0 21089 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 3045 761 2284 THE DRIANO FAMILY FOUNDATION EIN 99-4413032 2349 W VIEWMONT WAY W SEATTLE WA 98199 TOTAL COST BASIS OF SECURITIES DISTRIBUTED - $408,609TOTAL FMV OF SECURITIES DISTRIBUTED - $855,141CASH DISTRIBUTED - $62,240TOTAL COST BASIS OF ASSETS DISTRIBUTED - $470,849TOTAL FMV OF ASSETS DISTRIBUTED - $917,381 917381 ABBOTT LABORATORIES (ABT) 10815 56555 ABBVIE INC COM (ABBV) 11728 88850 AMAZON COM INC (AMZN) 51550 87756 APPLE INC (APPL) 27297 250420 CISCO SYS INC (CSCO) 15445 29600 FREEPORT-MCMORAN CL-B (FCX) 62508 76160 IMPERIAL BRANDS PLC SPD ADR (IMBBY) 57480 80125 NEWMONT CORPORATION (NEM) 21748 18610 PFIZER INC (PFE) 21047 39795 SHELL PLC ADR (SHEL) 55437 62650 UNILEVER PLC (NEW) ADS (UL) 47001 56700 WALT DISNEY CO HOLD CO (DIS) 26553 27838 PURSUANT TO A MARITAL SETTLEMENT AGREEMENT AND IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 507 AND RELATED TREASURY REGULATIONS, THE CHRISTOPHER R. KELLY FAMILY FOUNDATION (EIN: 91-1876347) TRANSFERRED HALF OF ITS ASSETS TO A NEWLY CREATED PRIVATE FOUNDATION, THE DRIANO FAMILY FOUNDATION (EIN: 99-4413032), AS PART OF A DIVISION OF CHARITABLE ASSETS RESULTING FROM THE DIVORCE OF CHRISTOPHER KELLY & MARIA DRIANO. THE TRANSFER WAS MADE TO EFFECTUATE THE DIVISION OF MARITAL PROPERTY AND TO ENSURE THE CONTINUED USE OF THE ASSETS FOR CHARITABLE PURPOSES. THE FOLLOWING SECURITIES WERE DISTRIBUTED TO THE DRIANO FAMILY FOUNDATION ON 9/11/2024: 500 SHS ABBOT LABORATORIES COST BASIS: $10,815 FMV: $58,300 500 SHS ABBVIE INC COST BASIS: $11,728 FMV: $97,295 400 SHS AMAZON COST BASIS: $51,550 FMV: $73,808 1000 SHS APPLE COST BASIS: $27,297 FMV: $222,660 500 SHS CISCO SYS INC COST BASIS: $15,445 FMV: $24,555 2000 SHS FREEPORT-MCMORAN COST BASIS: $62,508 FMV: $82,600 2500 SHS IMPERIAL BRANDS COST BASIS: $57,480 FMV: $72,883 500 SHS NEWMONT CORP COST BASIS: $21,748 FMV: $25,370 1500 SHS PFIZER INC COST BASIS: $21,047 FMV: $44,490 1000 SHS SHELL PLC COST BASIS: $55,436 FMV: $66,210 1000 SHS UNILEVER PLC COST BASIS: $47,001 FMV: $64,890 250 SHS DISNEY COST BASIS: $26,553 FMV: $22,080 THE FOLLOWING CASH AMOUNTS WERE DISTRIBUTED TO THE DRIANO FAMILY FOUNDATION: 9/11/24 - $60,229 9/13/24 - $474 9/30/24 - $813 10/28/24 - $725 LEGAL FEES 8000 2000 6000 TRANSFER OF SECURITIES TO THE DRIANO FOUNDATION EIN 99-4413032 408609 TRANSFER OF CASH TO THE DRIANO FOUNDATION EIN 99-4413032 62240 PAYROLL SERVICES 609 152 457 PO BOX 296 74 222 WASHINGTON STATE FILING FEES 95 0 95 BANK FEES 733 183 550 CONTRACTOR EXPENSE 4088 1022 3066 INVESTMENT FEES 1876 1876 0 PAYROLL TAXES 1549 387 1162 FEDERAL EXCISE TAX 218 218 0