2025-11-07T11:51:32-08:00 2024-12-31 931258652 RUTKOWSKI LAW OFFICES LLC 1162 LAKE SHORE ROAD LAKE OSWEGO OR 97034 990PF 2024-01-01 912172214 THE LINDSAY FAMILY FOUNDATION LIND 2538532007 2206 STATE GAME ACCESS ROAD GIG HARBOR WA 98332 WILLIAM J LINDSAY PRESIDENT/DIRECTOR 2538532007 2025-04-01 true true MARK H RUTKOWSKI P00955833 5033992341 2025-11-07 2024 2025-03-06 01:10:19Z X 38311 X X 8 8 1072 1072 3459 0 0 1080 4539 1785 1000 0 281 8 8 0 0 2074 1008 0 3000 3000 5074 1008 3000 -3994 3531 1386 1164 1164 0 0 23674 22914 35120 0 1716 2177 2027 0 0 0 0 26776 26255 38311 0 0 0 0 0 X 26776 26255 26776 26255 26776 26255 26776 -3994 3473 26255 0 26255 MUTUAL FUND CAPITAL L-T GAIN DIVIDEND DISTRIBTUTIONS P 2023-12-30 2024-12-31 9 0 0 9 0 0 0 9 93.4890 TCW METWEST LOW DURATION P 2016-02-10 2024-08-23 785 0 820 -35 0 0 0 -35 13.0000 INVESCO S&P 500 QUALITY P 2020-04-13 2024-08-23 854 0 413 441 0 0 0 441 1.0000 INVSC QQQ TRUST SRS 1 P 2016-10-20 2024-08-23 477 0 119 358 0 0 0 358 7.0000 ISHARES RUSSELL MID CAP VALUE - IWS P 2014-05-30 2024-08-23 893 0 418 475 0 0 0 475 7.0000 ISHARES RUSSELL 1000 - IWD P 2013-05-30 2024-08-23 1285 0 674 611 0 0 0 611 5.0000 ISHARES RUSSELL 1000 - IWF P 2014-05-30 2024-08-23 1826 0 377 1449 0 0 0 1449 36.0000 PGIM ULTRA SHORT BOND P 2022-03-04 2024-08-23 1788 0 1769 19 0 0 0 19 105.0000 SPDR BLOOMBERG INT GRD P 2022-03-04 2024-08-23 3232 0 3208 24 0 0 0 24 1.0000 VANGUARD HEALTH CARE P 2020-04-13 2024-08-23 283 0 175 108 0 0 0 108 3459 49 0 49 0 49 0 0 0 49 0 false false false false false false false true true WA true false true false false true N/A WILLIAM J LINDSAY 2538532007 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 false false false false false false false false false false false false false false false false false false false false false WILLIAM J LINDSAY 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 PRES/DIRECTOR 2.00 0 0 0 ANGELA G LINDSAY 2206 STATE GAME ACCESS RD GIG HARBOR WA 98332 SEC/DIRECTOR 2.00 0 0 0 CHRISTOPHER M LINDSAY 18161 145TH AVENUE SE RENTON WA 98058 DIRECTOR 1.00 0 0 0 CRAIG P LINDSAY 25871 CANYON RD NW POULSBO WA 98370 DIRECTOR 1.00 0 0 0 KEVIN J LINDSAY 5639 ANGLESEY COURT MATTHEWS NC 28104 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 38229 2667 0 40896 0 40896 613 40283 2014 2014 49 49 1965 1965 1965 3000 3000 1965 2000 2000 2000 3000 3000 12000 3000 0 3000 1965 13035 0 0 0 1965 35 13000 2000 2000 3000 3000 3000 WILLIAM LINDSAY AND ANGELA LINDSAY NA X Arborbrook Christian Academy 4823 Waxhaw-Indian Trail Rd Matthews NC 28104 PUBLIC FOR ASSISTANCE INTHE CHARITYS GENERALCHARITABLE ACTIVITIES. 3000 3000 14 8 14 1072 18 3459 4539 4539 1 N/A false false false false false false false false false false PART VII-A, LINE 10 - PERSONS BECOMING SUBSTANTIAL CONTIBUTORS DURING THE YEAR WILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAYWILLIAM J. LINDSAY AND ANGELA G. LINDSAY 110 SHS FRANKLIN INTL LOW 2709 3357 29 SHS INVESCO S&P 500 QUALITY 1104 1944 3 SHS INVESCO QQQ TRUST 356 1534 16 SHS ISHARES CORE S&P ETF SMALL CAP 736 1844 18 SHS ISHARES RUSSELL IWP GROWTH MIDCAP GROWTH ETF 666 2282 12 SHS ISHARES RUSSELL IWS VALUE MIDCAP VALUE ETF 717 1552 10 SHS ISHARES RUSSELL 1000 IWF GROWTH ETF 755 4016 25 SHS ISHARES RUSSELL 1000 IWD VALUE ETF 2405 4628 39 SHS PGIM ULTRA SHORT BOND 1917 1932 62 SHS SPDR BLOOMBERG INT GRD 1894 1905 16 SHS SPDR FUND CONSUMER 1208 1258 13 SHS VANGUARD FINANCIALS ETF 1179 1535 5 SHS VANGUARD HEALTH CARE 876 1268 50 SHS ISHARES CORE 10 YEAR USD 2626 2433 160 SHS SCHWAB US AGGREGATE BOND 3766 3632 192.694 SHS PIMCO INCM CL D 2177 2027 RUTKOWSKI LAW OFFICES, LLC LEGAL AND TAX PREPARATION SERVICIES 1785 BOOK NET LOSS ON INVESTMENT ASSETS SOLD 0 ADJUSTMENT FOR PRIOR YEAR DIVIDENDS/FOREIGN TAX PAID 0 ANNUAL CORP. FILING FEE 0 BOOK NET GAIN ON INVESTMNET ASSETS SOLD 3459 ADJUSTMENT FOR PRIOR YEAR DIVIDENDS/FOREIGN TAX PAID 14 NON-DIVIDEND DISTRIBUTIONS 0 CHARLES SCHWAB & CO, INC. ACCOUNT MANAGEMENT FEES 281 INVESTMENT INCOME TAX 0 0 FOREIGN TAX PAID 8 8