2025-09-30T12:23:50-05:00 2024-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2024-01-01 814169231 MMS GIVING FOUNDATION MMSG 2067133084 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 MICHELE SHARP SECRETARY/TREASURER 2067133084 2025-09-29 1 0 JESSICA MOITOZA P01282487 8059631837 2024 2025-03-06 01:10:19Z X 10893948 X 6002286 167723 167723 5131742 10106293 5131742 11301751 5299465 0 0 0 7262 3631 3631 63367 63367 0 16333 0 0 13640 4696 8944 100602 71694 12575 458500 458500 559102 71694 471075 10742649 5227771 106339 27322 27322 178179 178179 0 1060622 1067234 0 4755004 7570870 0 1428315 1448178 3171775 593711 602165 3278114 8043153 10893948 0 1676 0 1676 X 0 0 0 0 3278114 8041477 3278114 8041477 3278114 8043153 3278114 10742649 23000 14043763 6002286 8041477 CHARLES SCHWAB #0436 P 2023-01-01 2024-12-31 10105952 4974551 5131401 5131401 CAPITAL GAINS DIVIDENDS P 341 341 341 5131742 72666 0 72666 0 72666 15000 0 0 0 15000 0 57666 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 WWW.MMSGIVING.ORG HUTCHINSON BLOODGOOD LLP 8059631837 200 E CARRILLO STREET STE 303 SANTA BARBARA CA 93101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL SHARP 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 PRESIDENT 1.00 0 0 0 ANTHONY MULLER 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 VICE PRESIDENT 1.00 0 0 0 MICHELE SHARP 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 PARTNERVEST 1225 COAST VILLAGE ROAD SUITE C SANTA BARBARA CA 93108 INVESTMENT ADVISOR 63367 0 0 7790501 844679 0 8635180 0 0 8635180 129528 8505652 425283 425283 72666 72666 352617 0 352617 0 352617 471075 0 471075 352617 0 0 4698 41498 31509 72264 149969 471075 0 0 0 352617 118458 0 0 268427 0 0 0 0 0 0 0 268427 4698 41498 31509 72264 118458 MMS GIVING FOUNDATION 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 2067133084 INFO@MMSGIVING.ORG WRITTEN REQUEST N/A N/A ASSOCIATED RECREATIONAL COUNCIL 8061 DENSMORE AVE N SEATTLE WA 98103 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE. 5000 BAINBRIDGE ISLAND PARKS & TRAILS FOUNDATION 221 WINSLOW WAY WEST SUITE 104 BAINBRIDGE ISLAND WA 98110 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 7000 BALLARD FOOD BANK 1400 NW LEARY WAY SEATTLE WA 98107 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 BELLEVUE COLLAGE FOUNDATION 3000 LANDERHOLM CR SE A101 BELLEVUE WA 98007 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2000 BOYS & GIRLS CLUB OF KING COUNTY 220 W MERCER ST SEATTLE WA 98119 NONE PC YOUTH FORCE 5000 CHILDREN AND YOUTH JUSTICE CENTER 300 ELLIOTT AVE W SUITE 360 SEATTLE WA 98119 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 CLASSICAL KING 363 MERCER ST SUITE 200 SEATTLE WA 98109 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2000 COASTAL INTERPRETIVE CENTER 1033 CATALA AVE SW OCEAN SHORES WA 98569 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 COCOON HOUSE 3530 COLBY AVE EVERETT WA 98201 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 CONSEJO COUNSELING AND REFERRAL SERVICES 723 SW 10TH ST RENTON WA 98057 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 COUNTRY DOCTOR COMMUNITY HEALTH CENTERS 2101 E YESLER WAY SUITE 210 SEATTLE WA 98122 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 EARTHCORPS 6310 NE 74TH ST SUITE 201E SEATTLE WA 98115 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 FAMILYWORKS PO BOX 85420 SEATTLE WA 98145 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 FARESTART PO BOX 84395 SEATTLE WA 98124 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 GARFIELD JAZZ FOUNDATION 140 LAKESIDE AVE STE A PMB 74 SEATTLE WA 98152 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2000 GAY CITY HEALTH PROJECT 400 E PINE ST SUITE 100 SEATTLE WA 98122 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 HIGHLINE COLLEGE FOUNDATION PO BOX 98000 MSC CV3 DES MOINES WA 98198 NONE PC MAST CENTER 2000 HIGHLINE FOOD BANK 18300 4TH AVE S BURIEN WA 98148 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 KEXP 472 1ST N AVE SEATTLE WA 98109 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2000 KUOW PUGET SOUND PUBLIC RADIO 4518 UNIVERSITY WAY NE SEATTLE WA 98105 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 1500 MARYS PLACE SEATTLE PO BOX 1711 SEATTLE WA 98111 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 MODE MUSIC AND PERFORMING ARTS 3801 DELRIDGE WAY SW SEATTLE WA 98106 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 8000 MOISTURE FESTIVAL PO BOX 17484 SEATTLE WA 98127 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 25000 NORTHWEST FOLKLIFE 305 HARRISON ST SEATTLE WA 98109 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 OUTDOORS FOR ALL FOUNDATION 1800 RICHARDS ROAD BELLEVUE WA 98005 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 PLANNED PARENTHOOD 671 VANDALIA STREET ST PAUL MN 55114 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 20000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 98101 NONE PC BEACH NATURALIST PROGRAM, CEDAR RIVER SALMON JOURNEY PROGRAM, EXPANSION FUND 130000 SEATTLE GOODWILL INDUSTRIES 700 DEARBORN PL S SEATTLE WA 98144 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 7500 SEATTLE JAZZED 380 BOREN AVE N SEATTLE WA 98109 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2000 SEATTLE MENTAL HEALTH CLINIC 115 N 100TH STREET STE 300 SEATTLE WA 98125 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 2500 SEATTLE YOUTH SYMPHONY ORCHESTRA 11065 5TH AVE NE SUITE A SEATTLE WA 98125 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 7500 SOUND GENERATIONS 2208 2ND AVE SUITE 100 SEATTLE WA 98121 NONE PC SENIOR CENTER OF WEST SEATTLE 2500 SOUND MENTAL HEALTH 6400 SOUTHCENTER BLVD TUKWILA WA 98188 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 SR3 2003 S 216TH ST 98811 DES MOINES WA 98198 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 THE RESIDENCY 2033 6TH AVE SUITE 600 SEATTLE WA 98121 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 10000 THE WASHINGTON STATE HOSPICE & PALLIATIVE ORGANIZATION PO BOX 361 CAMAS WA 98607 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 UW DENTISTRY 1959 NE PACIFIC ST B 307 SEATTLE WA 98195 NONE PC DECOD CLINIC 3000 VASHON EVENTS PO BOX 2124 VASHON WA 98070 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 3000 VASHON MAURY COMMUNITY FOOD BANK PO BOX 1205 VASHON WA 98070 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 5000 WEST SEATTLE FOOD BANK 3419 SW MORGAN ST SEATTLE WA 98126 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 15000 WESTERN WASHINGTON UNIVERSITY FOUNDATION 516 HIGH STREET MS 9034 BELLINGHAM WA 98225 NONE PC SEA DISCOVERY CENTER 5000 WHITE CENTER FOOD BANK 126 SW 148TH ST STE 100 BOX 97 SEATTLE WA 98166 NONE PC IN FURTHERANCE OF 501(C)(3) CHARITABLE PURPOSE 19000 458500 0 14 167723 18 5131742 0 5299465 0 5299465 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL AND MICHELE SHARP 609 SW 150TH ST UNIT 66135 BURIEN WA 98166 6002286 X 1 35,860 SHARES OF AMAZON STOCK. 6002286 2024-12-31 ACCOUNTING FEES 7262 3631 3631 AGILENT TECHNOLO 3.05% DUE 09/22/26 95039 97249 AMERICAN WATER C 3.45% DUE 06/01/29 125691 127165 AT&T INC 3.8% DUE 02/15/27 130632 132449 CAMPBELL SOUP CO 4.15% DUE 03/15/28 129428 131807 CARLISLE COMPANI 3.75% DUE 12/01/27 129758 131000 GENERAL MILLS, IN 4.2% DUE 04/17/28 129484 132190 IDEX CORP 4.95% DUE 9/1/29 102976 99533 LENNOX INTERNATIONAL 1.7% DUE 8/1/27 93014 92214 LOWE'S COMPANIES 1.7%2 DUE 09/15/28 107775 111752 KRAFT HEINZ 4.75% DUE 02/20/29 132761 134324 NETAPP, INC. 2.375% DUE 06/22/27 123926 127581 VERIZON COMMUNI 2.625% DUE 08/15/26 127831 130914 3M CO 12612 12651 ABBOTT LABS 34695 36535 ABBVIE INC 61001 63261 ACCENTURE PLC IRELAND F 72285 80208 ADVANCED MICRO DEVICE IN 47067 38290 AMAZON.COM INC 0 2078940 ALPHABET INC CLASS C: GOOG 45338 55037 ALPHABET INC. CLASS A: GOOG 210556 256691 AMERICAN EXPRESS CO 89241 113967 AMERICAN WTR WKS CO INC 31203 29131 AMERIPRISE FINL INC 37085 47919 AMGEN INC 54305 52389 APPLE INC 260473 394161 APPLIED MATLS INC 100460 85869 ARISTA NETWORKS INC 20556 36696 GALLAGHER ARTHUR J & CO 22037 26398 ASSURANT INC 14962 18337 AT&T INC 7969 11043 AUTOMATIC DATA PROCESSIN 8920 8489 BANK OF AMERICA CORP 64516 75946 BANK OF NY MELLON CO 16166 21973 BJS WHSL CLUB HLDGS 6791 8220 BLACKROCK INC 26419 35879 BOSTON SCIENTIFIC CORP 7120 9379 BRISTOL MYERS SQUIBB CO 17989 20758 BROADCOM INC 29318 55642 BROADRIDGE FINL SOLUTION 11799 11757 CADENCE DESIGN SYS INC 55681 59491 CARDINAL HEALTH INC 34976 39029 CATERPILLAR INC 114105 115720 CHURCH & DWIGHT INC 8409 8377 CINTAS CORP 27208 29963 CISCO SYSTEMS INC 33489 39368 CITIGROUP INC 7403 8658 CITIZENS GINL GRUP INC 1982 2538 COMCAST CORP CLASS A 9096 8482 COSTCO WHOLESALE CO 24238 31153 CSX CORP 12336 11585 DANAHER CORP 63524 60372 DOW INC 13724 9711 ECOLAB INC 13113 14059 ELF BEAUTY INC 11858 9165 ELI LILLY AND CO 105688 101904 EMCOR GROUP INC 68813 66723 EMERSON ELECTRIC CO 9935 11278 FIDELITY NATL FINL 1963 2246 FIFTH THIRD BANCORP 10058 11712 FISERV INC 28244 38208 FORD MOTOR CO 3673 2930 GILEAD SCIENCES INC 3881 5357 HARTFORD FINL SVC GP 44483 49121 HCA HEALTHCARE INC 26025 24312 HOME DEPOT INC 120368 139647 HOWMET AEROSPACE 11272 11374 HUNTINGTON BANCSHS 6358 7728 IBM CORP 37212 40229 INTUIT INC 60205 61593 INTUITIVE SURGICAL 10337 14615 JOHNSON AND JOHNSON 54355 53076 JOHNSON CONTROLS INTER F 12401 15233 JPMORGAN CHASE AND CO 87229 111705 KRAFT HEINZ CO 33242 26963 KIMBERLY CLARK CORP 13405 12711 LAB CO OF AMERICA HLDG 21297 23849 MANHATTAN ASSOCIATES 3688 3783 MARSH & MCLENNAN COS INC 54837 57776 MASTERCARD INC 24187 27908 MCDONALDS CORP 26271 27829 MEDTRONIC PLC F 7517 7509 MERCK AND CO INC 33767 26561 METLIFE INC 49347 56579 MICRON TECHNOLOGY 17695 13129 MICROSOFT CORP 402559 421922 MOODYS CORP 44564 55858 NASDAQ INC 31767 31388 NETFLIX INC 52107 72197 NEXTERA ENERGY INC 28037 30683 NVIDIA CORP 277187 472835 ORACLE CORP 40449 46493 OWENS CORNING FIBERGLASS 37548 39514 PALO ALTO NETWORKS 10730 13829 PAYPAL HOLDINGS INC 31769 33287 PEPSICO INC 78257 68731 PFIZER INC 12271 12469 PNC FINL SERVICES 23768 29892 PROCTER AND GAMBLE 111503 117690 PRUDENTIAL FINL 19841 21217 PUB SVC ENTERPRISE GP 9391 11998 PULTEGROUP INC 12172 12306 QUALCOMMM INC 41244 35025 ROPER TECHNOLOGIE 4.2% DUE 09/15/28 129718 131642 ROYAL CARIBBEAN GROUP 27933 29067 SALESFORCE INC 7866 9696 SERVICE NOW INC 41540 45585 STRYER CORP 12737 14042 SYNOPSYS INC 69288 65038 TESLA INC 47323 130844 TEXAS INSTRUMENTS 31189 36189 THE COCA-COLA CO 28471 29387 THERMO FISHER SCIENTIFIC 27729 26012 TJX COMPANIES INC 9203 11235 TRANE TECHNOLOGIES PC 15377 19576 TRUIST FINL CORP 12384 14402 TWILIO INC 3078 3783 UBER TECHNOLOGIES INC 49312 42646 UNITED HEALTH GRP INC 107413 105219 UNITED PARCEL SRVC 9824 8575 US BANCORP 11371 13440 VERALTO CORP 3021 2954 VERIZON COMMUNICATION 15986 15916 VERTEX PHARMACEUTICA 51026 51546 VISA INC CLASS A 19810 23071 WP CAREY INC REIT 5338 5176 ZOETIS INC 23125 21670 1060622 1067234 0 0 GRAY HARBOR GOVERNMENT REIT AT COST 500000 500000 BOSTON PROPERTIES REIT AT COST 24226 29521 CROWN CASTLE INC REIT AT COST 3625 3449 HEALTHPEAK PPTYS INC REIT AT COST 18517 20635 LAMAR ADVERTISING CO REIT AT COST 6976 7548 PROLOGIS INC. REIT AT COST 40367 41012 FMV ADJUSTMENT DONATED STOCK 6002286 COMPUTER EXPENSES 593 0 593 POSTAGE 222 0 222 BANK FEES 84 0 84 STATE FILING FEES 45 0 45 OTHER INVESTMENT EXPENSES 4696 4696 0 OTHER EXPENSES 8000 0 8000 GRANT RECOVERY 23000 INVESTMENT ACCRUAL 0 1676 INVESTMENT FEES 63367 63367 0 EXCISE TAX PAYMENTS 16333 0 0