2025-05-26T15:36:32-05:00 2024-12-31 800038878 KOVARIK & KIM PLLC 3055 112TH AVENUE NE STE 100 BELLEVUE WA 98004 990PF 2024-01-01 916468169 RIDGE ROAD FOUNDATION C/O SCOTT KIM RIDG 4252131550 3055 112TH AVE NE SUITE 100 BELLEVUE WA 98004 JABEZ BLUMENTHAL TRUSTEE 4252131550 2025-05-21 1 0 AFSANEH HADDAD CPA P01341034 4252131550 2025-05-21 2024 2025-03-06 01:10:19Z X X 9650938 X X 235832 226713 100247 821878 100247 336079 326960 0 0 0 7565 3783 3782 22549 22549 0 4709 4709 0 34823 31041 3782 385200 385200 420023 31041 388982 -83944 295919 409420 221220 221220 6892916 6996672 9429718 7302336 7217892 9650938 500 0 500 0 X 5397203 5397203 0 0 1904633 1820689 7301836 7217892 7302336 7217892 7301836 -83944 0 7217892 0 7217892 AMERICAN EXPRESS 4.05% 2024-02-05 27252 27189 63 63 BANK OF AMERICA CORPORATION 2023-12-14 2024-08-26 10000 9906 94 94 ENERGY TRANSFER 4.05% 2024-04-16 2024-06-17 25654 25601 53 53 JP MORGAN CHASE 2023-12-14 2024-06-17 9988 10007 -19 -19 STATE STREET CORPORATION 2023-12-14 2024-06-17 7356 7324 32 32 APPLE INC 1.65% 2021-12-17 2024-06-17 9278 10814 -1536 -1536 BANK OF AMERICA CORPORATION 2023-01-12 2024-08-26 18000 17835 165 165 BANK OF MONTREAL 3.3% 2021-05-20 2024-02-05 18000 18000 0 0 ENERGY TRANSFER 2020-07-15 2024-04-15 16000 16000 0 0 ENERGY TRANSFER 2020-07-17 2024-01-15 18000 18000 0 0 JP MORGAN CHASE 2023-03-15 2024-06-17 17978 18017 -39 -39 NEW YORK NY CI 2019-06-13 2024-11-01 40000 40000 0 0 STATE STREET CORPORATION 2023-05-24 2024-06-17 18391 17859 532 532 US TREASURY 0.375% 2021-02-24 2024-10-07 42850 44500 -1650 -1650 US TREASURY 2.625% 2022-02-02 2024-10-07 24518 25360 -842 -842 VANGUARD HIGH-YIELD TAX-EXEM 2023-12-08 2024-08-22 111045 108000 3045 3045 VANGUARD LONG-TERM TAX-EXEM 2024-08-22 124247 122300 1947 1947 VANGUARD ULTRA SHORT-TERM 2024-08-22 184494 183500 994 994 ISHARES GOLD ETF 2024-01-31 38 38 0 0 ISHARES GOLD ETF 2024-02-29 35 35 0 0 ISHARES GOLD ETF 2024-03-31 40 40 0 0 ISHARES GOLD ETF 2024-04-30 41 41 0 0 ISHARES GOLD ETF 2024-05-31 43 43 0 0 ISHARES GOLD ETF 2024-06-30 42 42 0 0 ISHARES GOLD ETF 2024-07-31 44 44 0 0 ISHARES GOLD ETF 2024-08-31 46 46 0 0 ISHARES GOLD ETF 2024-09-30 46 46 0 0 ISHARES GOLD ETF 2024-10-31 49 49 0 0 ISHARES GOLD ETF 2024-11-30 47 47 0 0 ISHARES GOLD ETF 2024-12-31 49 49 0 0 AMERICAN EXPRESS 4.05% - MARKET DISCOUNT 2024-02-05 84 -84 -84 BANK OF AMERICA CORPORATION - MARKET DISCOUNT 2023-12-14 2024-08-26 94 -94 -94 ENERGY TRANSFER- MARKET DISCOUNT 2024-04-16 2024-06-17 52 -52 -52 STATE STREET CORPORATION- MARKET DISCOUNT 2023-12-14 2024-06-17 32 -32 -32 BANK OF AMERICA CORPORATION - MARKET DISCOUNT 2023-01-12 2024-08-26 165 -165 -165 STATE STREET CORPORATION- MARKET DISCOUNT 2023-05-24 2024-06-17 472 -472 -472 CAPITAL GAINS DIVIDENDS P 98307 98307 98307 100247 4113 0 4113 0 4113 0 0 0 0 0 229 4342 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 1 0 0 1 N/A SCOTT S KIM 4252131550 3055 112TH AVE NE SUITE 100 BELLEVUE WA 98004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE E EDSFORTH 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 MANAGING TRUSTEE 1.00 0 0 0 JABE BLUMENTHAL 10655 NE FOURTH STREET SUITE 510 BELLEVUE WA 98004 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 9427758 70193 0 9497951 0 0 9497951 142469 9355482 467774 467774 4113 4113 463661 0 463661 0 463661 388982 0 388982 463661 341639 0 0 388982 341639 0 0 47343 0 0 0 0 0 0 0 0 416318 0 0 0 SCOTT KIM 3055 112TH AVE NE SUITE 100 BELLEVUE WA 98004 4252131550 WRITTEN REQUEST STATING PURPOSE FOR WHICH THE CONTRIBUTION WILL BE USED NONE NONE BLACK MALE VOTER PROJECT 384 NORTHYARDS BLVD NW STE 190 ATLANTA GA 30313 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 50000 CHILDREN'S ALLIANCE 113 CHERRY ST BOX 87190 SEATTLE WA 98104 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 CLEAN AND PROSPEROUS AMERICA EDUCATION FUND PO BOX 21961 SEATTLE WA 98111 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 10000 CLEAN ENERGY TRANSITION INSTITUTE 1326 5TH AVE SUITE 640 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 20000 CLIMATE SOLUTIONS 1402 THIRD AVE SUITE 1200 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 35000 COURIER NEWSROOM (VIA OUR AMERCIAN FUTURE FOUNDATION) 1032 15TH ST NW 385 WASHINGTON DC 20005 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 7500 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 ENVIRONMENTAL DEFENSE FUND (EDF) 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 FUSE INNOVATION FUND PO BOX 4897 SEATTLE WA 98194 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 35000 FUTUREWISE 816 2ND AVE SEATTLE WA 98104 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 MOMSRISING EDUCATION FUND 12011 BEL-RED ROAD SUITE 206 BELLEVUE WA 98005 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 20000 NEW HAMPSHIRE DEOMCRACY FUND (FOR AMPLIFY) 1200 17TH STREET NW SUITE 300 WASHINGTON DC 20036 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 6000 RURAL DEMOCRACY INITIATIVEHEARTLAND FUND 1630 PO BOX 38066 BALTIMORE MD 21297 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 25000 RURAL ORGANIZINGORG EDUCATION FUND 400 MARYLAND AVE SW WASHINGTON DC DC 20202 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 10000 RURAL PEOPLE'S PLATFORM PO BOX 1452 WINTHROP WA 98862 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 32500 RURAL URBAN BRIDGE INITIATIVE (VIA APPALACHIAN PEACE EDUCATION CENTER) 180 W MAIN ST ABINGDON VA 24210 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 10000 SIGHTLINE INSTITUTE 1402 THIRD AVE SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 11000 STATE LEADERSHIP PROJECT PO BOX 223 RALEIGH NC 27602 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 27500 TEAM READ 2445 3RD AVE S STE 3 SEATTLE WA 98134 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1200 THE NATURE CONSERVANCY (WASHINGTON STATE) 74 WALL STREET SEATTLE WA 98121 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1200 TOWN HALL ASSOCIATION 1119 8TH AVE SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5500 TOXIC-FREE FUTURE 4649 SUNNYSIDE AVENUE NORTH 540 SEATTLE WA 98103 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1100 TRUST FOR PUBLIC LAND 1218 THIRD AVE STE 1700 SEATTLE WA 98101 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 UPPER VALLEY MEND PO BOX 772 347 DIVISION STREET LEAVENWORTH WA 98826 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 15000 WASHINGTON COMMUNITY ALLIANCE 1106 W LINCOLN AVE SUITE B YAKIMA WA 98902 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 15000 WASHINGTON FARMLAND TRUST PO BOX 2206 SEATTLE WA 98111 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 1500 WENATCHEE RIVER INSTITITUE 347 DIVISION ST LEAVENWORTH WA 98826 NONE PC CONTRIBUTION TO BE USED FRO CHARITABLE PURPOSES 1100 WIKIMEDIA FOUNDATION 149 NEW MONTGOMERY STREET SAN FRANCISCO CA 94105 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 5000 WINNING JOBS NARRATIVE ( MOVEMENT ADVANCEMENT PROJECT) SEATTLE SEATTLE WA 98107 NONE PC CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES 25000 385200 0 14 235832 18 100247 0 336079 0 336079 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7565 3783 3782 CHARLES SCHWAB INVESTMENT ACCOUNT AT COST 5866864 8325474 CHARLES SCHWAB INVESTMENT ACCOUNT - FIXED INCOME AT COST 1129808 1104244 GRANT PAYABLE 500 0 MANAGEMENT FEES 22549 22549 0 JABE BLUMENTHAL 10655 NE FOURTH ST STE 510 BELLEVUE WA 98004 JULIE EDSFORTH 10655 NE FOURTH ST STE 510 BELLEVUE WA 98004 FOREIGN TAXES 4709 4709 0