2025-11-04T16:15:18-06:00 2024-12-31 911301672 SWEENEY CONRAD PS 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 990PF 2024-01-01 274038029 SUJAL AND MEERA PATEL FOUNDATION C/O SWEENEY CONRAD PS SUJA 4256291990 10210 NE POINTS DRIVE 300 KIRKLAND WA 98033 SUJAL PATEL PRESIDENT/TREASURER 4256291990 2025-11-04 1 1 NICHOLAS J HARDY CPA P02018974 4256291990 2025-11-04 2024 2025-03-06 01:10:19Z X 5028894 X 225178 721 721 115547 115547 295831 1195178 508251 637277 624519 0 0 0 675 0 675 5345 2673 2672 3722 3722 0 11583 11583 0 21325 17978 3347 437000 437000 458325 17978 440347 178952 606541 47594 94214 94214 4675960 4808292 4934680 4723554 4902506 5028894 0 0 X 0 0 0 0 4723554 4902506 4723554 4902506 4723554 4902506 4723554 178952 0 4902506 0 4902506 443 SHARES VANGUARD TTL STK MKT ETF 2024-05-21 2024-10-02 124393 116336 8057 8057 525 SHARES MICROSOFT CORP 2011-06-24 2024-05-21 225366 12758 212608 212608 4009 SHARES VANGUARD TOTAL INTL STOCK ETF 2019-11-05 2024-11-05 251278 217807 33471 33471 810 SHARES VANGUARD TOTAL INTL STOCK ETF 2019-11-05 2024-12-03 50211 44007 6204 6204 517 SHARES VANGUARD TTL STK MKT ETF 2019-11-05 2024-10-02 145171 80889 64282 64282 875 SHARES VANGUARD TTL STK MKT ETF 2019-11-05 2024-11-05 248816 136901 111915 111915 500 SHARES VANGUARD TTL STK MKT ETF 2019-11-05 2024-12-03 149943 78229 71714 71714 508251 8431 0 8431 0 8431 5030 0 7600 0 12630 0 4199 4199 0 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 N/A SWEENEY CONRAD PS 4256291990 10210 NE POINTS DRIVE SUITE 300 KIRKLAND WA 98033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUJAL PATEL 10210 NE POINTS DRIVE STE 300 KIRKLAND WA 98033 PRESIDENT/TREASURER 5.00 0 0 0 MEERA PATEL 10210 NE POINTS DRIVE STE 300 KIRKLAND WA 98033 VP/SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 5073698 32760 0 5106458 0 0 5106458 76597 5029861 251493 251493 8431 8431 243062 0 243062 0 243062 440347 0 440347 243062 0 0 146441 736975 204449 202582 1290447 440347 0 0 0 243062 197285 0 0 1487732 0 0 0 0 0 0 146441 1341291 736975 204449 202582 197285 SUJAL PATEL MEERA PATEL X CREATIVE VISIONS FOUNDATION 18820 PACIFIC COAST HIGHWAY MALIBU CA 90265 PUBLIC CHARITY SUPPORT, PROMOTE AND AMPLIFY THE WORK OF CREATIVE ACTIVISTS 25000 FRED HUTCHISON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 98109 PUBLIC CHARITY SUPPORT CANCER RESEARCH. 25000 RAINIER SCHOLARS 2100 24TH AVE S 360 SEATTLE WA 98144 PUBLIC CHARITY TO SUPPORT THE CREATION OF TRANSFORMATIVE EDUCATIONAL AND CAREER OPPORTUNITIES TO SCHOLARS AND THEIR FAMILIES. 25000 SEATTLE CHILDRENS HOSPITAL FOUNDATION 4800 SAND POINT WAY NE SEATTLE WA 98105 PUBLIC CHARITY TO SUPPORT QUALITY, CLINICAL AND COMPASSIONATE CARE FOR CHILDREN AND THEIR FAMILIES. 20000 UNIVERSITY OF WASHINGTON FOUNDATION 4333 BROOKLYN AVE NE SEATTLE WA 98105 PUBLIC CHARITY SUPPORT PROGRAMS TO DEVELOP EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 30000 UNIVERSITY PREP SCHOOL 8000 25TH AVE NE SEATTLE WA 98115 PUBLIC CHARITY SUPPORT PROGRAMS TO DEVELOP EACH STUDENT'S POTENTIAL TO BECOME AN INTELLECTUALLY COURAGEOUS AND SOCIALLY RESPONSIBLE CITIZEN OF THE WORLD. 280000 YELLOWSTONE CLUB COMM FOUNDATION 1111 RESEARCH DR BOZEMAN MT 59718 PUBLIC CHARITY TO SUPPORT THE PROMOTION OF ART, EDUCATION, COMMUNITY SERVICE AND CONSERVATION. 2000 SEATTLE CHILDRENS HOSPITAL FOUNDATION 4800 SAND POINT WAY NE SEATTLE WA 98105 PUBLIC CHARITY TO SUPPORT QUALITY, CLINICAL AND COMPASSIONATE CARE FOR CHILDREN AND THEIR FAMILIES. 10000 CANARY FOUNDATION 2995 WOODSIDE ROAD SUITE 200 WOODSIDE CA 94062 PUBLIC CHARITY SUPPORT CANCER RESEARCH. 20000 437000 0 14 721 14 115547 18 295831 0 412099 0 412099 0 0 0 0 0 0 0 0 0 0 X X 1 SUJAL AND MEERA PATEL PO BOX 12036 SEATTLE WA 98102 225178 X 1 525 SHARES OF MICROSOFT CORP. 225178 2024-05-21 ACCOUNTING FEES 5345 2673 2672 VANGUARD TOTAL INTL STOCK ETF AT COST 1259176 1350381 VANGUARD TOTAL STK MKT ETF AT COST 886334 1641774 VANGUARD SHORT TERM BND AT COST 1531657 1496334 MADERA TECHNOLOGY FUND (CI), LTD AT COST 1131125 446191 LEGAL FEES 675 0 675 INVESTMENT EXPENSES - MORGAN STANLEY #0098 11583 11583 0 FOREIGN TAX PAID ON INVESTMENT INCOME 3722 3722 0