2025-06-09T19:39:26-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1000 SECOND AVE SUITE 3400 SEATTLE WA 981041022 990PF 2024-01-01 030498270 HOWARD AND FRANCES KELLER FAMILY FOUNDATION HOWA 2062853300 3209 17TH AVENUE WEST SEATTLE WA 98119 JAMES B KELLER DIRECTOR 2062853300 2025-05-27 1 1 SETH A MILLESON P00636188 2066211900 2025-05-27 2024 2025-03-06 01:10:19Z X 1232856 X X 211 211 22067 22067 23821 55535 23821 41 41 0 46140 46140 0 0 0 0 0 2062 1031 0 1031 1866 1866 0 0 3928 2897 0 1031 47000 47000 50928 2897 0 48031 -4788 43243 0 4450 1946 7946 492275 481749 1006414 208821 217063 218496 705546 700758 1232856 0 0 X 0 0 0 0 705546 700758 705546 700758 705546 700758 705546 -4788 0 700758 0 700758 SHORT TERM SALES 2024-12-06 2024-12-31 21833 20351 1482 1482 LONG TERM SALES 2013-07-22 2024-12-31 25167 11363 13804 13804 CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2024-12-31 8535 8535 8535 23821 1482 601 0 601 0 601 1414 0 0 0 1414 0 813 813 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A LAURIE MCGIBBON 2062853300 3209 17TH AVENUE W SEATTLE WA 98119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES B KELLER 3209 17TH AVENUE WEST SEATTLE WA 98119 DIRECTOR 0.00 0 0 0 BARBARA SULMAN 3209 17TH AVENUE WEST SEATTLE WA 98119 DIRECTOR 0.00 0 0 0 NEIL R KELLER 3209 17TH AVENUE WEST SEATTLE WA 98119 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1198009 3214 0 1201223 0 0 1201223 18018 1183205 59160 59160 601 601 58559 0 58559 0 58559 48031 0 48031 58559 46714 0 0 48031 46714 0 0 1317 0 0 0 0 0 0 0 0 57242 0 0 0 X ANTI-DEFAMATION LEAGUE 606 THIRD AVENUE SEATTLE WA 101583650 NONE PC GENERAL FUND 5000 FRIENDSHIP CIRCLE 2737 77TH AVE SE STE 101 MERCER ISLAND WA 980402831 NONE PC GENERAL FUND 5000 JEWISH FAMILY SERVICES 1601 16TH AVENUE SEATTLE WA 98122 NONE PC GENERAL FUND 10000 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 NONE PC GENERAL FUND 2000 STROUM JEWISH COMMUNITY CENTER 3801 E MERCER WAY MERCER ISLAND WA 980403805 NONE PC GENERAL FUND 7000 SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE WA 981224379 NONE PC GENERAL FUND 2000 TEMPLE DE HIRSCH SINAI 1511 E PIKE ST SEATTLE WA 98122 NONE PC GENERAL FUND 10000 BRAIN TRAUMA FOUNDATION INC 1 BROADWAY 6TH FLOOR NEW YORK NY 100041007 NONE PC GENERAL FUND 2000 LAMBDA LEGAL 120 WALL STREET 19TH FL NEW YORK NY 100053919 NONE PC GENERAL FUND 2000 BBYO (EVERGREEN REGION) 800 EIGHT STREET NW WASHINGTON DC 20001 NONE PC GENERAL FUND 2000 47000 0 14 211 14 22067 14 41 18 23821 0 46140 0 46140 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2062 1031 0 1031 GS HIGH QUALITY FLOATING RATE 217063 218496 GS TAX ADVANTAGES GLOBAL EQUITY 481749 1006414 NONDIVIDEND DISTRIBUTIONS 41 41 0 FOREIGN TAXES 866 866 0 0 PY 990-PF 1000 1000 0 0