2026-06-01T15:42:09-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990PF 2025-01-01 912033075 REAL PROGRESS FOUNDATION REAL 2067281050 568 1ST AVE S STE 600 SEATTLE WA 98104 BEN KLASKY INTERIM EXECUTIVE DIRECTOR 2066792956 2026-06-01 1 PAMELA ALEXANDERSON P01218925 5058787200 2026-05-20 2025 2025-03-06 01:10:19Z X 14362888 X 0 X 301861 301861 2551974 4792144 2551974 2853835 2853835 136070 1361 134709 143130 1431 140704 35027 350 34677 9461 0 9461 7850 5888 1963 313394 66998 246396 19404 4225 0 3562 0 3562 42527 2431 40096 710425 82684 611568 365590 365590 1076015 82684 977158 1777820 2771151 1125777 696212 696212 577430 586929 586929 5477072 2293577 2293577 162532 0 0 6471486 10786170 10786170 13814297 14362888 14362888 1657 2651 1657 2651 X 13812640 14360237 13812640 14360237 13814297 14362888 13812640 1777820 0 15590460 1230223 14360237 PUBLICLY TRADED SECURITIES P 4079283 2240170 1839113 1839113 CAPITAL GAIN 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WA 98102 SOCIAL MEDIA CONSULTING 69100 COMMONWEALTH 275 WYMAN ST STE 400 WALTHAM MA 02451 INVESTMENT MANAGEMENT 66787 0 0 13150848 760564 0 13911412 0 0 13911412 208671 13702741 685137 685137 38519 38519 646618 0 646618 0 646618 977158 0 977158 646618 0 0 1832569 77855 1910424 977158 0 0 0 646618 330540 0 0 2240964 0 0 0 0 0 0 1832569 408395 77855 330540 X ACLU-WA POB 2728 SEATTLE WA 981112728 PC COMMUNITY ENHANCEMENT GRANT 25000 AMERICAN RED CROSS POB 37839 BOONE IA 50037 PC RN EMPLOYEE MATCHING GRANT 2000 BENEFITS LAW CENTER 1401 E YESLER SUITE 203 SEATTLE WA 98122 PC COMMUNITY ENHANCEMENT GRANT 10000 BUILD POB 3316 REDWOOD CITY CA REDWOOD CITY CA 940643316 PC RN EMPLOYEE MATCHING GRANT 7500 CROHN'S AND COLITIS FOUNDATION OF AMERICA 1640 S SEPULVEDA BLVD SUITE 214 LOS ANGELES CA 90025 PC GENERAL SUPPORT 10000 EVERGREEN LEATHER EVENTS 13036 SE KENT KANGLEY RD 114 KENT WA 980307965 PC RN EMPLOYEE VOLUNTEER HOURS GRANT 1225 FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N J5-200 SEATTLE WA 981091024 PC RN EMPLOYEE MATCHING GRANT 500 HEARTLAND HUMANE SOCIETY POB 1184 CORVALLIS OR 97339 PC RN EMPLOYEE ANNIVERSARY GRANT 500 INDIVISIBLE CIVICS POB 43884 WASHINGTON DC 20010 PC CAMPAIGN DIRECTOR POSITION 180815 INDIVISIBLE CIVICS POB 43884 WASHINGTON DC 20010 PC SECURITY PROJECT 50000 KUOW 4518 UNIVERSITY WAY NW 310 SEATTLE WA 981054635 PC COMMUNITY ENHANCEMENT GRANT 10000 MARY'S PLACE POB 1711 SEATTLE WA 98102 PC COMMUNITY ENHANCEMENT GRANT 25000 NORTHWEST HARVEST POB 12272 SEATTLE WA 98102 PC COMMUNITY ENHANCEMENT GRANT 10000 PRESIDENT & FELLOWS OF HARVARD 1033 MASSACHUSETTS AVENUE 5TH FL CAMBRIDGE MA 021385369 PC RN EMPLOYEE MATCHING GRANT 1000 RESULTS EDUCATIONAL FUND 1101 15TH ST NW SUITE 1200 WASHINGTON DC 20005 PC RPF EMPLOYEE ANNIVERSARY GRANT 1000 SEATTLE ART MUSEUM 1300 1ST AVE SEATTLE WA 98101 PC COMMUNITY ENHANCEMENT GRANT 10000 SONGS OF BLACK FOLK POB 1890 RENTON RENTON WA 98057 PC RN EMPLOYEE MATCHING GRANT 10000 TREEHOUSE 2100 24TH AVE S SUITE 200 SEATTLE WA 98144 PC COMMUNITY ENHANCEMENT GRANT 10000 UNIVERSITY OF TX FOUNDATION 9011 MOUNTAIN RIDGE SUITE 150 AUSTIN TX 787597396 PC RN EMPLOYEE ANNIVERSARY GRANT 1000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC RN EMPLOYEE MATCHING GRANT 50 365590 0 14 301861 18 2551974 0 2853835 0 2853835 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7850 5888 1963 AFFIRM HLDGS INC COM CL A 1488600 1488600 BROADCOM INC COM 122866 122866 NVIDIA CORPORATION COM 204218 204218 ROYCE SMALL CAP TRUST INC COM 112009 112009 SALESFORCE INC COM 76294 76294 VIRTUS DIVIDEND INTEREST &PR COM 104139 104139 VIRTUS EQUITY &CONV INCM FD COM 118732 118732 ZILLOW GROUP INC CL C CAP STK 66719 66719 586929 586929 0 0 BROWN ADVISORY SUSTAINABLE BD INSTL FMV 1888127 1888127 FIDELITY ADVISOR ENVIRONMENTAL BD Z FMV 1971300 1971300 ADVISORS DISCIPLINED TR UNIT 2245 FMV 140260 140260 BOSTON TRUST WALDEN SMALL CAP FUND FMV 809048 809048 BROWN ADVISORY SUSTAIN GROWTH INST FMV 1742124 1742124 FID US SUSTAINBLTY INDEX FUND FMV 1431822 1431822 HARDING LOEVNER INTL EQUITY PORT INSTL FMV 1605210 1605210 ADVISORS DISCIPLINED TR UNIT 2275 FMV 50863 50863 FT UNIT 12158 U S EQUITY CLOSED END FMV 53504 53504 VICTORY PIONEER FUND Y FMV 1093912 1093912 LEGAL FEES 9461 0 9461 UNREALIZED LOSS ON INVESTMENTS 1230223 COMPUTER EQUIPMENT 1911 0 1911 TELEPHONE AND INTERNET 4455 0 4455 OFFICE SUPPLIES 522 0 522 WEBSITE 22606 0 22606 BANK SERVICE CHARGES 2431 2431 0 POSTAGE & SHIPPING 60 0 60 COMPUTER SUPPORT 1894 0 1894 DUES AND SUBSCRIPTIONS 7127 0 7127 OTHER MISC EXPENSES 250 0 250 DIR & O LIABILITY INSURANCE 1271 0 1271 FOUNDATION MANAGEMENT FEES 102620 1026 101594 INVESTMENT MANAGEMENT FEES 65972 65972 0 SOCIAL MEDIA CONSULTING 144802 0 144802 FOREIGN TAXES 4225 4225 0 FEDERAL TAXES 15179 0 0