2025-10-20T15:04:32-05:00 2024-12-31 475010417 FORBES ANDERSON PLLC 906 SE EVERETT MALL WAY STE 415 EVERETT WA 98208 990PF 2024-01-01 911744796 WOOSTER-BARCOTT FOUNDATION WOOS 4013022079 157 WEAVER HILL RD WEST GREENWICH RI 02817 DONNA SCHWARTZ-BARCOTT TRUSTEE 4013022079 2025-09-22 1 1 ALBERT C CHANG CPA P01389782 4252583173 2024 2025-03-06 01:10:19Z X X 236334 X X 119 119 7494 7494 6316 146451 6316 13929 13929 0 0 0 1725 1725 0 535 0 0 3081 3081 0 6 6 0 25 0 0 5372 4812 0 13000 13000 18372 4812 13000 -4443 9117 4020 5971 5971 84884 100951 114830 135665 113204 115533 224569 220126 236334 0 0 X 0 0 0 0 224569 220126 224569 220126 224569 220126 224569 -4443 0 220126 0 220126 MERRILL LYNCH - VARIOUS SECURITIES 2024-01-01 2024-12-31 36463 37666 -1203 -1203 MERRILL LYNCH - VARIOUS SECURITIES 2023-01-01 2024-12-31 109988 102469 7519 7519 6316 127 0 127 0 127 0 0 0 0 0 0 127 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A DONNA SCHWARTZ-BARCOTT 4013022079 157 WEAVER HILL RD WEST GREENWICH RI 02817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES W BARCOTT PO BOX 2926 EVERETT WA 98213 TRUSTEE 0.02 0 0 0 RICHARD A BARCOTT 3315 141ST ST SE MILL CREEK WA 98012 TRUSTEE 0.02 0 0 0 DR DONNA SCHWARTZ-BARCOTT 157 WEAVER HILL ROAD WEST WEST GREENWICH RI 02817 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 239662 4824 0 244486 0 0 244486 3667 240819 12041 12041 127 127 11914 0 11914 0 11914 13000 0 13000 11914 0 0 7380 14554 494 22428 13000 0 0 0 11914 1086 0 0 23514 0 0 0 0 0 0 0 23514 7380 14554 494 1086 X BETHEL BAPTIST CHURCH 2625 HOYT AVENUE EVERETT WA 98201 NONE NC TO SUPPORT THE OPERATING EXPENSES OF THE CHURCH 3000 CAROLINA FOR KIBERA INC 223 EAST FRANKLIN STREET CB 5145 CHAPEL HILL NC 27599 NONE PC TO PREVENT ETHNO-RELIGIOUS VIOLENCE THROUGH SPORTS 3500 EAGLE OUTREACH MINISTRIES 11410 NE 124TH ST 124 KIRKLAND WA 98034 NONE NC TO SUPPORING THE CHILDREN AND FAMILIES OF INMATES TO ENSURE EVERY CHILD KNOWS LOVE. 3500 CHAMBLISS CENTER FOR CHILDREN 315 GILLESPIE ROAD CHATTANOOGA TN 37411 NONE PC TO ENRICH THE LIVES OF CHILDREN, YOUTH, AND FAMILIES BY PROVIDING TRANSFORMATIVE PROGRAMS AND SUPPORT SERVICES TO MEET THE EVOLVING NEEDS OF OUR COMMUNITY 3000 13000 0 14 119 14 7494 01 6316 0 13929 0 13929 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 535 0 0 REIMBURSE EXPENSES OF DISQUALIFIED PERSON FORM 990-PF, PART VI-B, LINE 1A(4) THE WOOSTER-BARCOTT FOUNDATION MAY REIMBURSED THE EXPENSES OF ITS TRUSTEES AS FOLLOWS:MAILING EXPENSES, PO BOX RENTAL, LICENSES, AND ANNUAL MEETING EXPENSES. AMERICAN EXPRESS CO 615 1187 BROADCOM INC 487 1623 BLACKROCK INC 3476 5125 CSX CORP 1700 1710 COMCAST CORP 1593 1539 EXXON MOBIL CORP 4448 4303 EATON CORP 1411 1991 EMERSON ELECTRIC CO 3082 3842 GENERAL DYNAMICS CORP 1360 1317 HEWLET PACKARD CO 2150 2626 HOME DEPOT INC 1343 1556 JPMORGAN CHASE 3079 5034 KRAFT HEINZ CO 1463 1167 KINDER MORGAN INC 3448 4603 ELI LILLY 1229 1544 MEDTRONIC PLC 2804 2796 MCDONALDS CORP 1133 1160 MICROSOFT CORP 1156 1265 PRINCIPAL FINANCIAL GRP 2260 1935 PEPSICO INC 3364 2889 REALTY INC REIT 1064 908 SYNCHRONY FINL 1190 2210 TRUIST FINL CORP 3326 3904 TEXAS INSTRUMENTS 1105 1125 UNITED HEALTHCARE GROUP 2911 2529 WILLIAMS COMPANIES 2729 3951 ALLSTATE CORP 2476 3084 BLUE OWL CAP 1135 1791 CONSOLIDATED EDISON 2647 2588 DR HORTON 1600 1957 DIGITAL RLTY TR 3033 4256 HCA HEALTHCARE 1218 1201 HP INC 2065 2154 INTL BUSINESS MACHINES 3400 4836 INTRPUBILC GRP 1480 1121 WELLTOWER INC 2117 2773 ALPHABET INC 1233 1325 ASTRAZENECA PLC 2612 2162 FREEPORT-MCMORAN 2048 1599 GILEAD SCIENCES 3024 3140 PUB SVC ENTERPRISE 2798 2957 RTX CORP 2248 2199 SIMON PROPERTY GROUP 2636 2928 TARGET CORP 1420 1217 WALMART INC 2444 2349 WELLS FARGO & CO 2381 2248 XCEL ENERGY 3010 3106 ISHARES TR CORE MSCI INTL DEVELOPED MKTS AT COST 26368 28302 PIMCO INTERNATIONAL BOND FD AT COST 2379 2443 ISHARES CORE US AGGREGATE BOND ETF AT COST 22046 21706 ISHARES RS 2000 GROWTH AT COST 7650 8922 ISHARES RS 2000 VALUE AT COST 10306 11164 ISHARES INC CORE MSCI EMERGING MKTS ETF AT COST 16913 16449 BAIRD CORE PLUS BOND FD AT COST 27542 26547 LEGAL FEES 1725 1725 0 LICENSE 25 0 0 INVESTMENT MANAGEMENT 3081 3081 0 FOREIGN INCOME TAX 6 6 0