2025-11-12T14:50:19-08:00 2024-12-31 911469691 SUTTON-MCCANN & COMPANY PS 1901 65TH AVE W STE 100 FIRCREST WA 98466 990PF 2024-01-01 916559291 RUDOLPH DAVID ROLLER ED CH TRUST RUDO 2537221422 1201 PACIFIC AVE 1400 TACOMA WA 98402 TODD CLARKE Director 2025-11-12 true true NICHOLAS S WOLD P01649861 2535642217 2024 2025-03-06 01:10:19Z X 4923928 X 3 3 3 46322 46322 46322 79386 641480 79386 125711 125711 46325 2625 2625 33783 33783 4111 4111 64 64 40583 37894 2689 108736 108736 149319 37894 111425 -23608 87817 46325 2891 2891 24982 10388 10388 3147489 3135584 4910649 3172471 3148863 4923928 0 X 3172471 3148863 3172471 3148863 3172471 3148863 3172471 -23608 3148863 3148863 5 AMGEN INC P 2023-12-20 2024-06-20 1532 1383 149 149 12 ARM HOLDINGS PLC P 2024-02-12 2024-06-20 2017 1583 434 434 3 CROWDSTRIKE HOLDINGS INC CL A P 2024-06-05 2024-06-20 1152 1007 145 145 106 EOG RESOURCES INC P 2023-10-31 2024-09-11 12520 13396 -876 -876 12 META PLATFORMS INC CL A P 2024-02-23 2024-06-20 6018 5907 111 111 4 LULULEMON ATHLETICA INC P 2023-12-20 2024-11-18 1238 2041 -803 -803 3 NETFLIX INC P 2024-02-05 2024-06-20 2052 1685 367 367 110 NEXTERA ENERGY INC P 2024-03-20 2024-06-20 7902 6830 1072 1072 108 NIKE INC CL B P 2023-12-20 2024-12-20 8250 13219 -4969 -4969 12 PACCAR INC P 2024-02-06 2024-06-20 1285 1255 30 30 46 PALO ALTO NETWORKS INC P 2023-10-16 2024-06-20 13657 12971 686 686 11 PROGRESSIVE CORP P 2023-12-20 2024-06-20 2314 1727 587 587 38 RIVIAN AUTOMOTIVE INC CL A P 2024-06-20 2024-11-18 383 397 -14 -14 62 UNITEDHEALTH GROUP INC P 2023-12-20 2024-03-20 30230 32265 -2035 -2035 6 LINDE PLC NEW FOREIGN STOCK P 2024-02-06 2024-06-20 2654 2508 146 146 22 ABBVIE INC COM P 2022-01-07 2024-06-20 3785 2972 813 813 2 ADOBE INC P 2022-01-03 2024-06-20 1055 1123 -68 -68 15 AMAZON.COM INC P 2022-01-03 2024-06-20 2778 2545 233 233 53 APPLE INC P 2022-01-03 2024-06-20 11143 9598 1545 1545 66 BERKSHIRE HATHAWAY INC NEW CL B P 2022-01-03 2024-06-20 26481 20907 5574 5574 735 EOG RESOURCES INC P 2022-06-10 2024-06-20 87564 93531 -5967 -5967 75 ESSEX PROPERTY TRUST INC P 2022-01-07 2024-02-12 18425 25971 -7546 -7546 20 EXTRA SPACE STORAGE INC REITS P 2022-01-03 2024-06-20 3147 4365 -1218 -1218 8 HOME DEPOT INC P 2022-01-03 2024-06-20 2800 3264 -464 -464 5 JPMORGAN CHASE & CO P 2022-01-07 2024-06-20 984 829 155 155 447 JOHNSON & JOHNSON COM P 2022-01-07 2024-02-05 70858 76482 -5624 -5624 3 LAM RESEARCH CORP P 2022-01-03 2024-06-20 3231 2164 1067 1067 9 LOCKHEED MARTIN CORP P 2022-01-07 2024-06-20 4168 3240 928 928 82 LULULEMON ATHLETICA INC P 2022-01-03 2024-11-18 25337 28746 -3409 -3409 170 NIKE INC CL B P 2022-01-26 2024-12-20 13241 26787 -13546 -13546 780 NVIDIA CORPORATION P 2022-01-03 2024-02-23 179516 58398 121118 121118 34 PROLOGIS INC P 2022-01-03 2024-06-20 3709 5544 -1835 -1835 724 REALTY INCOME CORP P 2022-01-03 2024-06-20 40565 50554 -9989 -9989 577 RIVIAN AUTOMOTIVE INC CL A P 2023-01-10 2024-11-18 5816 9331 -3515 -3515 87 SALESFORCE, INC. P 2022-01-03 2024-06-05 20453 21376 -923 -923 2 SERVICENOW INC P 2022-01-03 2024-06-20 1463 1271 192 192 8 SHERWIN WILLIAMS CO P 2022-01-07 2024-06-20 2405 2637 -232 -232 42 STARBUCKS CORP P 2022-01-07 2024-05-01 3093 4585 -1492 -1492 5 TESLA INC P 2022-01-03 2024-06-20 915 1937 -1022 -1022 7 UNION PACIFIC CORP P 2022-01-07 2024-06-20 1566 1770 -204 -204 15 VISA INC CL A P 2022-01-03 2024-06-20 4118 3312 806 806 21 MICROSOFT CORP P 2001-11-08 2024-06-20 9354 681 8673 8673 Capital Gain Dividends 306 79386 -4970 1221 1221 1221 499 1500 1999 X 30 748 748 false false false false false false false false true WA true false false false false true N/A TODD L CLARKE 2537221422 1201 PACIFIC AVE STE 1400 TACOMA WA 98402 false false false false false false false false false false false false false false false false false false false false false false TODD CLARKE 1201 PACIFIC AVE STE 1400 TACOMA WA 98402 Director 3.00 0 JENNIFER CLARKE TODD CLARKE TACOMA WA 98402 Director 0.00 0 GEORGE ROLLER 1201 PACIFIC AVE STE 1400 TACOMA WA 98402 Director 0.00 0 NONE NONE CONTRIBUTIONS OF $71,930 TO SCHOOLS AND UNIVERSITIES FOR TUITION SCHOLARSHIPS 0 CONTRIBUTIONS OF $36,807 TO CHARITABLE AND RELIGIOUS ORGANIZATIONS FOR CHARITABLE PURPOSES 4301829 159268 0 4461097 0 4461097 66916 4394181 219709 219709 1221 1221 218488 218488 218488 111425 111425 218488 13245 9144 27122 49511 111425 0 111425 49511 49511 57552 TODD CLARKE 1201 PACIFIC AVE STE 1400 TACOMA WA 98402 2537221422 APPLICANTS MUST INDICATE THE EDUCATIONAL INSTITUTION THAT THEY ARE OR WILLBE ATTENDING. APPLICANTS MUST ALSO PROVIDE EVIDENCE OF EXCELLENCE INPREVIOUS ACADEMIC OR VOCATIONAL UNDERTAKINGS INCLUDING, BUT NOT LIMITED TO,PREVIOUS REPORT CARDS, TRANSCRIPTS, OR SIMILAR DOCUMENTS. NONE SCHOLARSHIPS ARE AVAILABLE TO ANY STUDENT SEEKING A EDUCATIONFROM THE INSTITUTION OF THEIR CHOICE. APPLICANTS MUST HAVE EXCELLED INPREVIOUS ACADEMIC OR VOCATIONAL UNDERTAKINGS. THE APPLICANT MUST ALSO GRANTTHE TRUST CONTINUED ACCESS TO TRANSCRIPTS, REPORT CARDS, OR SIMILARDOCUMENTS AS A CONDITION OF RECEIVING THE SCHOLARSHIP. HOLY ROSARY SCHOOL 504 S 30TH ST TACOMA WA 98402 TUITION 8425 LIFE ACADEMY 414 SW 312ST ST FEDERAL WAY WA 98023 TUITION 10000 PIERCE COLLEGE 1601 39TH AVE SE PUYALLUP WA 98374 TUITION 12704 CHAPEL HILL PRE-SCHOOL 7700 SKANSIE AVE GIG HARBOR WA 98335 TUITION 3300 PORTLAND STATE UNIVERSITY 1825 SW BROADWAY PORTLAND OR 97201 TUITION 15000 ST NICHOLAS CATHOLIC SCHOOL 3555 EDWARDS DR GIG HARBOR WA 98335 TUITION 22500 CATHOLIC COMMUNITY SERVICES 7050 S G ST TACOMA WA 98408 CHARITABLE DONATION 24000 YOUNG LIFE GREATER TACOMA 3102 S 23RD ST TACOMA WA 98405 CHARITABLE DONATION 5125 SOUTHWEST AUTISM RESEARCH CENTER 300 N 18TH ST PHOENIX AZ 85006 CHARITABLE DONATION 5182 TACOMA SUNRISE ROTARY FOUNDATION 1110 S PUGET SOUND AVE TACOMA WA 98405 CHARITABLE DONATION 2500 108736 14 3 14 46322 306 79080 46631 79080 125711 8 GRANTS ARE FUNDED BY INVESTMENT ACTIVITIES false false false false false false false false false false X ACCOUNTING FEES 2625 0 0 2625 STOCKS AND BONDS 3135584 10388 BANK FEES 64 64 MANAGEMENT FEE 33783 33783 0 0 EXCISE TAXES 4111 4111