2026-03-23T16:42:57-06:00 2025-12-31 844573830 Duality Accounting LLC PO BOX 7183 Tacoma WA 98417 990PF 2025-01-01 911663715 THE STOCKDALE FAMILY FOUNDATION % PAUL R STOCKDALE STOC 2535646161 4801 N FRACE AVE TACOMA WA 98407 PAUL R STOCKDALE DIRECTOR 2535646161 2026-02-27 true JOSEPH ANDERSON P02441249 3606746008 2026-03-23 2025 2025-03-06 01:10:19Z X 3067195 X 383376 2300 16 53275 55108 57303 213186 57303 262 496254 112427 262 2000 2000 28185 28185 2272 2272 93 93 32550 30457 2093 156500 156500 189050 30457 158593 307204 81970 262 89879 19225 19225 383376 383376 847931 842413 3047970 937810 1245014 3067195 0 0 X 937810 1245014 937810 1245014 937810 1245014 937810 307204 1245014 1245014 1500 MANITEX P 2025-01-03 8700 10808 -2108 -2108 10 SH COSTO P 2025-02-21 10410 311 10099 10099 25 SH BANK OF NEW YORK MELLON P 2025-03-03 2197 671 1526 1526 50 SH APPLE P 2025-03-31 10966 583 10383 10383 50 SH GILEAD SCIENCES P 2025-03-31 5604 3877 1727 1727 25 SH ELEVANCE HEALTH INC P 2025-04-07 11250 861 10389 10389 75 SH APPLE P 2025-05-19 15813 874 14939 14939 100 SH ALKERMES P 2025-07-30 2684 1598 1086 1086 150 COGNIZANT TECH P 2025-10-31 10872 8516 2356 2356 50 VALERO ENERGY P 2025-11-07 8863 2219 6644 6644 107000 US TREASURY BILL P 2025-12-11 106717 106631 86 86 19000 US TREASURY BILL P 2025-12-24 18976 18934 42 42 WY CAP GAIN DISTRIBUTION 134 134 134 57303 262 1139 0 1139 0 1139 1795 1795 656 656 false false false false false false false true true WA true false true false false true PAUL R STOCKDALE 2535646161 4801 NORTH FRACE AVE TACOMA WA 98407 false false false false false false false false false false false false false false false false false false false false false false BRYAN R STOCKDALE 8104 GOODMAN DRIVE NW GIG HARBOR WA 98332 DIRECTOR 0.50 0 0 0 RUSSELL A STOCKDALE 14143 171ST AVE NE WOODINVILLE WA 98072 DIRECTOR 1.00 0 0 0 PAUL R STOCKDALE 4801 NORTH FRACE AVE TACOMA WA 98407 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 3065862 72265 0 3138127 0 0 3138127 47072 3091055 154553 154553 1139 1139 153414 153414 153414 158593 158593 153414 142067 158593 142067 16526 136888 X WORLD VISION PO BOX 70266 TACOMA WA 98471 NONE PC HUMANITARIAN AID 15000 FRIENDS OF NGONG ROAD PO BOX 2090 Minneapolis MN 55402 NONE PC IMPOVERISHED EDUCATION 15000 BIBLE STUDY FELLOWSHIP 19001 HUEBNER ROAD SAN ANTONIO TX 78258 NONE PC BIBLE STUDY 5500 HOPE SPARKS 6424 N STREET TACOMA WA 98406 NONE PC FAMILY SERVICES 8000 NETWORK TACOMA 5435 M STREET Tacoma WA 98408 NONE PC HOMELESSNESS TRANSITIONAL HOUSING 5000 EDUCATION THROUGH MUSIC LOS ANGELES 2061 EAST BURBANK Burbank CA 91505 NONE PC MUSIC EDUCATION FOR UNDERSERVED 2500 DOCTORS WITHOUT BORDERS PO BOX 5030 Hagerstown MD 21741 NONE PC MEDICAL IN CONFLICT REGIONS 2500 FARESTART 700 VIRGINIA STREET Seattle WA 98101 NONE PC HOMELESS JOB TRAINING 3500 STAND UP FOR KIDS - KITSAP COUNTY PO BOX 1897 Silverdale WA 98383 NONE PC EMPOWERING HOMELESS YOUTH 2500 TACOMA RESCUE MISSION PO BOX 1912 Tacoma WA 98401 NONE PC TACOMA HOMELESS 12000 TRINITY PRESB-LEARNING OUTREACH PGM 13922 PROSPECT AVENUE Santa Ana CA 92705 NONE PC TACOMA HILLTOP 10000 JED FOUNDATION PO BOX 412945 Boston MA 02241 NONE PC SUICIDE PREVENTION 4000 THE TREVOR PROJECT PO BOX 69232 West Hollywood CA 90069 NONE PC SUICIDE PREVENTION 4000 FAMILY UNLIMITED NETWORK 2610 SUNSET DR W Tacoma WA 98466 NONE PC FOOD BANK 10000 THE COFFEE OASIS 837 4th St Bremerton WA 98337 NONE PC YOUTH HOMELESS SHELTERSERVICES 2500 MARYS PLACE 5621 S THOMPSON AVE Tacoma WA 98408 NONE PC HOMELESS FAMILIES & WOMEN 4000 FOOD BANK OF THE ROCKIES 10700 E 45TH STREET Denver CO 80239 NONE PC FOOD BANK 4000 FAMILY PROMISE OF GREATER DENVER PO Box 172125 Denver CO 80217 NONE PC HOMELESS FAMILIES 3500 AUTISM SPEAKS 1060 STATE STRRE ROAD Princeton NJ 08540 NONE PC AUTISM-RELATED 5000 HEED UGANDA P O BOX 244 Edmonds WA 98020 NONE PC IMPOVERISHED ED WATER & FOOD 5000 THE MUSTARD SEED PROJECT OF KEY PEN 9016 154TH AVE CTN W Lakebay WA 98349 NONE PC ELDER CARE FOR AT-RISK ELDERS 3000 COMMUNITIES IN SCHOOLS KEY PENINSUL 15613 Olson Dr NW Unit 684 Vaughn WA 98394 NONE PC MIDDLEHIGH SCHOOL AT-RISK KIDS 3000 RED BARN YOUTH CENTER ON KEY PEN 15921 84TH ST KPN VAUGHN WA 98394 NONE PC MIDDLEHIGH SCHOOL AT-RISK KIDS 2000 PALMER SCHOLARS P O BOX 7119 Tacoma WA 98406 NONE PC 1ST-GEN COLLEGE 5000 VISION HOUSE PO Box 2951 Renton WA 98056 NONE PC BREAK THE CYCLE OF HOMELESSNESS FOR FAMILIES 2000 EASTSIDE ACADEMY 1717 Bellevue Way NE Bellevue WA 98004 NONE PC AT-RISK HIGH SCHOOLER EDUCTION 2000 FLORENCE CRITTENTON SERVICES OF COL 96 S Zuni St Denver Denver CO 80223 NONE PC TEEN MOTHERS 2000 OLIVE CREST 1216 CENTER STREET Tacoma WA 98409 NONE PC ABUSED CHILDREN 7500 ARK INSTITUTE OF LEARNING 1916 S WASHINGTON ST TACOMA WA 98405 NONE PC EDUCATION SCHOLARSHIPS 5500 URBAN PEAK 1630 S ACOMA ST DENVER CO 80223 NONE PC YOUTH HOMELESS SHELTER 1000 156500 0 14 2300 14 53275 18 57302 112877 112877 false false false false false false false false false false X X 1 CAROL STOCKDALE 14143 171ST AVE NE WOODINVILLE WA 98072 383376 X TAX PREPERATION 2000 0 0 2000 WELLS FARGO 500 SH 15653 46600 ALKERMES 150 SH 2397 4197 AMERICAN INTL GP 317 SH 18550 27119 ANDERSON INC 150 SH 1269 7976 BANK OF NEW YORK MELLON 375 SH 9986 43534 BOEING COMPANY 300 SH 17242 65136 CVS HEALTH 522 SH 17392 41426 COCA-COLA COMPANY 600 SH 12937 41946 CONOCO PHILLIPS 200 SH 5557 18722 COSTCO WHOLESALE 100 SH 3107 86234 KEURIG DR PEPPER 475 SH 11830 13305 DUPOPNT DE NEMOURS 65 SH 946 2613 FIRST SERVICE CORP 1257 SH 2624 195501 FRANKLIN RESOURCES INC 1500 SH 18796 35835 BLOCK H & R 250 SH 4494 10895 HOME DEPOT INC 400 SH 14550 137640 INGERSOLL RAND 264 SH 1786 20914 KROGER CO 1200 SH 12647 74976 LINCOLN ED SVCS 1220 SH 4699 29463 LOWES 300 SH 9454 72348 MANPOWER INC 150 SH 6851 4460 MARSH & MCLENNAN CO 400 SH 11473 74208 MERCK & CO 350 SH 18526 36841 MICROSOFT 280 SH 8011 135414 NIKE INC 700 SH 7347 44597 PAYCHECK INC 100 SH 2446 11218 PFIZER INC 400 SH 10100 9960 WEYERHAUSER 160 SH 2325 3790 HUNTINGTON BANCSHARES 2288 SH 31197 39697 TRAVELERS 380 SH 14466 110223 UNILEVER 355 SH 13763 23217 UNITED HEALTH GROUP 275 SH 9671 90780 UNUM GROUP 500 SH 6528 38750 VALERO ENERGY 550 SH 15609 89535 ELEVANCE HEALTH INC 200 SH 6886 70110 ZIMMER BIOMET HOLDINGS 400 SH 21681 35968 TESCO PLC ADR 947 SH 11764 17037 CENTRAL PACIFIC FINL 1800 SH 41999 56088 MEDTRONIC 300 SH 23144 28818 MOLSON COORS 200 SH 8386 9336 KENVUE INC 24 SH 277 414 PHILLIPS 66 100 SH 1652 12904 BP PLC 400 SH 15035 13892 WESTERN UNION 267 SH 3386 2486 TELEFONICA SA 1230 SH 13041 4982 ALLEGION PLC 100 SH 2048 15922 CITIGROUP 400 SH 21264 46676 ARCOS DORADOS HOLDINGS 2260 SH 8101 16588 WARNER BROS DISCOVERY 400SH 10222 11528 JOHNSON & JOHNSON 97 SH 8996 20074 COLLIERS INTL 1544 SH 4589 226983 APPLE INC 455 SH 5305 123696 ALASKA AIR GROUP 620 SH 35441 31186 BIOGEN INC 120 SH 29843 21119 COGNIZANT TECH SOL 0 SH 0 0 THE MOSIAC CO 1600 SH 43148 38544 AMGEN 200 SH 31632 65462 MANITEX 0 SH 0 0 LYONDELLBASELL IND 150 SH 12172 6495 ALPHABET INC 400 SH 20465 125200 THE CIGNA GROUP 50 SH 9390 13762 DR HORTON 200 SH 8091 28806 META PLATFORMS INC 175 SH 30939 115516 FEDEX CORP 50 SH 11671 14443 GILEAD SCIENCES 50 SH 3877 6137 SALLY BEAUTY HOLDINGS 400 SH 6097 5704 CORTEVA INC 128 SH 1778 8580 DOW INC 128 SH 3472 2993 ABBVIE INC 43 SH 3621 9825 TRANE TECHNOLOGIES 300 SH 6176 116760 ALIBABA GROUP INC 25 SH 5650 3665 ALIMENTATION COUCHE-TA F 500 S 24857 27320 QNITY ELECTRONICS INC 32 SH 1328 2613 THE MAGNUM ICE CREAM C F 80 SH 760 1268 OFFICE MISC & ROUNDING 93 0 0 93 INVESTMENT ADVISOR FEES 28185 28185 0 0 FOREIGN TAX PAID 585 585 0 0 TAX PAYMENT FOR 2025 1600 1600 0 0 ADR FEES PAID 87 87 0 0