2026-08-14T11:17:35-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 999 3RD AVENUE SUITE 2800 SEATTLE WA 98104 990PF 2024-10-01 911664723 THE JI JI FOUNDATION JIJI 2067194830 1425 BROADWAY 14 SEATTLE WA 98122 MARGO D REICH TREASURER 2067194830 2026-08-11 1 1 KARRI L LAPIN P00363596 2063026500 2026-08-10 2024 2025-03-06 01:10:19Z X 5969612 X 23688 73237 73237 249627 1762411 249627 707 707 0 347259 323571 0 0 0 0 0 18537 9269 0 9268 6730 3365 0 3365 31239 31239 0 0 10495 0 0 0 67001 43873 0 12633 205313 205313 272314 43873 0 217946 74945 279698 0 13493 18485 18485 42236 108835 108835 701526 336124 336124 4733830 5409144 5409144 99563 97024 97024 5590648 5969612 5969612 0 10780 0 10780 X 5590648 5958832 5590648 5958832 5590648 5969612 5590648 74945 293239 5958832 0 5958832 MATURITY US TREASURY BILL 2024-01-01 2025-12-31 1017439 1017364 75 75 LONG TERM GAINS 2023-01-01 2025-12-31 691112 448639 242473 242473 SHORT TERM GAINS 2025-04-22 2025-12-31 53860 46781 7079 7079 249627 3888 0 3888 0 3888 4988 0 7000 0 11988 0 8100 8100 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.JIJI.ORG MARGO REICH CPA 2067194830 1425 BROADWAY PMB 14 SEATTLE WA 981223854 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 ALAN B HARPER 1425 BROADWAY PMB 14 SEATTLE WA 98122 PRESIDENT 2.00 0 0 0 CAROL J BAIRD 1425 BROADWAY PMB 14 SEATTLE WA 98122 BOARD MEMBER 1.00 0 0 0 ANNE MCENANY 1425 BROADWAY PMB 14 SEATTLE WA 98122 SECRETARY 2.00 0 0 0 MARGO D REICH 1425 BROADWAY PMB 14 SEATTLE WA 98122 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 5328260 333898 0 5662158 0 0 5662158 84932 5577226 278861 278861 3888 3888 274973 0 274973 0 274973 217946 0 217946 274973 0 0 250000 1521800 582400 304000 2658200 217946 0 0 0 217946 0 57027 57027 2601173 0 0 0 0 0 0 192973 2408200 1521800 582400 304000 ANNE MCENANY 1425 BROADWAY PMB 14 SEATTLE WA 98122 2063362250 ACMCENANY@GMAIL.COM LETTER OF INTENT AND PROPOSED BUDGET. SEE JIJI.ORG FOR GUIDELINES. UPDATES POSTED ON WEBSITE. TO SUPPORT FIELD RESEARCH OPPORTUNITIES IN THE STATE OF BAJA CA, MEXICO, AND CA, US, AND STRENGHTEN KEY ORGANZATIONS AND NETWORKS IN THE STATE OF BAJA CA, MEXICO, THAT SUPPORT SCIENTIFIC DISCOVERY. NEXT GENERATION OF SONORA DESERT RESEARCHERS PO BOX 244 NATIONAL CITY CA 91951 PC FIELD GRANTS TO NEXT GENERATION RESEARCHERS IN NW MEXICO 55000 SAN DIEGO NATURAL HISTORY MUSEUM 1788 EL PRADO BALBOA PARK SAN DIEGO CA 92101 PC ROOF REPAIRS TO MUSEUM 50000 SAN DIEGO NATURAL HISTORY MUSEUM 1788 EL PRADO BALBOA PARK SAN DIEGO CA 92101 PC MULTIPLE SPECIES CONSERVATION PLAN FOR SAN QUINTIN 40000 HEYDAY PO BOX 9145 BERKELEY CA 94709 PC PUBLICATION OF "ABCS OF NATIVE BEES"BY KRYSTLE HICKMAN 25000 SR DIEGO ESPERANZE DE PEDRO CARRETERA ENSENADA TIJUANA 4146 SAUEL ENSENADA BAJA CALIFORNIA MX 22860 DIRECT GRANT TO INDIVIDUAL I FIELD RESEARCH ON "MANUAL PARA IDENTIFICA ABEJAS DE BD" 5003 SIEMPRE VIVA SAN QUINTIN AC AVENIDA DE LA MARINA NO 10 ZONA CENTRO ENSENADA BAJA CALIFORNIA MX 22800 FOREIGN NONPROFIT OR SUPPORT FOR SALARIES AND RELATED PERSONNEL COSTS OF ON-SITE STAFF IN SAN QUINTIN, BAJA CALIFORNIA, MEXICO. GRANT FUNDS WERE RESTRICTED TO COMPENSATION OF UNRELATED ON-SITE PROGRAM STAFF. EXPENDITURE RESPONSIBILITY EXERCISED. 30310 205313 0 14 73237 14 707 18 249627 0 323571 0 323571 0 0 0 0 0 0 0 0 0 0 X X 1 THEODOR SCHUCHAT CHARITABLE LEAD ANNUITY TRUST 2300 N STREET NW SUITE 300-RLK WASHINGTON DC 20037 23688 X ACCOUNTING FEES 6730 3365 0 3365 SIEMPRE VIVA SAN QUINTIN AC AVENIDA DE LA MARINA NO 10 ZONA CENTRO ENSENADA BAJA CALIFORNIA MX 22800 2024-10-21 30310 THE PURPOSE OF THE GRANT WAS TO SUPPORT THE REASONABLE SALARY, OUTSOURCING FEES, PAYROLL COSTS, AND RELATED EMPLOYMENT EXPENSES OF AN ON-SITE EMPLOYEE SERVING AS ACADEMIC DIRECTOR FOR SIEMPRE VIVA'S CHARITABLE PROGRAMS IN SAN QUINTIN, BAJA CALIFORNIA, MEXICO. NO PORTION OF THE GRANT WAS DESIGNATED FOR COMPENSATION OF ALAN HARPER OR ANY OTHER OFFICER, DIRECTOR, FOUNDATION MANAGER, SUBSTANTIAL CONTRIBUTOR, OR FAMILY MEMBER OF SUCH A PERSON.THE $30,310 GRANT WAS FUNDED THROUGH RECURRING INSTALLMENTS DURING THE FOUNDATION'S FISCAL YEAR AS FOLLOWS: OCTOBER 21, 2024; NOVEMBER 19, 2024; JANUARY 21, 2025; FEBRUARY 20, 2025; MARCH 20, 2025; APRIL 21, 2025; MAY 20, 2025; JUNE 20, 2025; JULY 21, 2025; AUGUST 20, 2025; AND SEPTEMBER 22, 2025. 30310 THE FOUNDATION HAS NO KNOWLEDGE THAT ANY PORTION OF THE GRANT WAS DIVERTED. BIWEEKLY REPORTS RECEIVED DURING THE GRANT PERIOD (10/21/24 - 9/22/25). 2025-09-22 JI JI FOUNDATION REVIEWED THE EMPLOYEE'S BIWEEKLY ACTIVITY REPORTS AND SUPPORTING PAYROLL AND OUTSOURCING RECORDS AND RECEIVED OPERATIONAL UPDATES REGARDING SIEMPRE VIVA'S ACTIVITIES. THE EXPENDITURES WERE CONSISTENT WITH THE GRANT'S CHARITABLE PURPOSE, AND NO DIVERSION OF FUNDS IDENTIFIED. 30000 UNITEDHEALTHGROUP 29820 29820 20000 PARKER-HANNIFINCORP 20092 20092 50000 ORACLE CORP 47112 47112 396 AMAZON 86950 86950 18 BOOKING HOLDINGS 97187 97187 319 ETSY 21178 21178 743 HASBRO 56357 56357 129 LULULEMON 22953 22953 643 LVMH MOET HENNESSY LOUIS VUITTON 78650 78650 254 TESLA 112959 112959 1093 MONSTER BEVERAGE CORP 73570 73570 258 AON 91998 91998 510 BLACKSTONE 87134 87134 201 MARSH & MCLENNAN 40508 40508 211 MASTERCARD 120019 120019 144 MSCI INC 81707 81707 1627 NASDAQ INC 143908 143908 375 S&P GLOBAL 182516 182516 494 VISA 168642 168642 324 CIGNA GROUP 93393 93393 721 GILEAD SCIENCES 80031 80031 202 INTUITIVE SURGICAL 90340 90340 215 RESMED 58852 58852 203 UNITEDHEALTH GROUP 70096 70096 165 VERTEX PHARMACUETICALS 64621 64621 307 CARISLE 100991 100991 275 EQUIFAX 70546 70546 806 PAYCHEX 102169 102169 734 ROBERT HALF 24941 24941 502 VERISK 126258 126258 189 ACCENTURE PLC 46607 46607 464 ADVANCED MICRO DEVICES 75070 75070 1389 APPLE 353681 353681 2265 ARISTA NETWORKS 330033 330033 63 ASML HOLDINGS NV NY 60990 60990 273 AUTODESK 86724 86724 231 EPAM SYSTEMS 34832 34832 1091 FORTINET 91731 91731 145 INTUIT 99022 99022 2740 NVIDIA 511229 511229 65 SERVICENOW 59818 59818 1996 TRIMBLE 162973 162973 1209 PROLOGIS 138455 138455 489 ELECTRONIC ARTS 98631 98631 165 NETFLIX 197822 197822 916 EVOLUTION EB 75325 75325 238 FLUTTER ENTERTAINMENT INC PLC 60452 60452 2324 INTERACTIVE BROKERS GROUP INC CL A 159914 159914 294 VEEVA SYSTEMS INC 87585 87585 15907 ACUREN CORPORATION 211722 211722 1205 UBER TECHNOLOGIES 118054 118054 336124 336124 0 0 ATTORNEY FEES 18537 9269 0 9268 SECURITIES LITIGATION - BROADRIDGE GCA 707 707 UNREALIZED GAIN/LOSS ADJUSTMENT 293239 DUE TO GRANDCHILDRENS TRUST 0 10780 BANK SERVICE CHARGES 3384 3384 0 0 FINANCIAL MANAGEMENT FEES 27855 27855 0 0 EXCISE TAXES 10495 0 0 0