2026-06-22T13:28:23-05:00 2025-12-31 911466876 GARRISON & KELLEY CPA'S PLLC 3020 ISSAQUAH PINE LAKE RD SE 481 SAMMAMISH WA 98075 990PF 2025-01-01 916575043 KAREN AND GARY SCHWARTZ FOUNDATION KARE 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 GARY R SCHWARTZ TRUSTEE 2066546200 2026-06-11 1 KEVIN J GARRISON P01234052 4254555578 2026-06-11 X 2025 2025-03-06 01:10:19Z X 4325969 X 500000 19382 19382 75596 75596 1003306 2460811 1964348 1598284 2059326 0 0 0 3937 0 0 3450 0 0 28396 0 0 16418 16418 0 52201 16418 0 3040000 3040000 3092201 16418 3040000 -1493917 2042908 35083 28696 28696 18761 36966 36966 4007 2005634 1981800 1998832 2891050 1433545 2261475 4954535 3481007 4325969 20389 0 20389 X 0 0 0 0 4954535 3460618 4954535 3460618 4954535 3481007 4954535 -1493917 0 3460618 0 3460618 0.10 DISCOVERY INC 2025-11-24 2025-11-24 1492 1492 1492 4350 TERADYNE INC 2016-06-27 2025-10-14 600317 81827 518490 518490 600 UNITED HEALTH GROUP 2014-03-14 2025-10-14 228623 46072 182551 182551 1500 VANGUARD HIGH DIVIDEND 2020-09-18 2025-10-14 207948 123750 84198 84198 3600 MERCK & CO 2010-04-01 2025-10-14 306035 129315 176720 176720 2400 MICROSOFT 1999-11-15 2025-10-14 1116396 115499 1000897 1000897 1964348 28396 0 28396 0 28396 8007 0 29000 0 37007 0 8611 8611 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 1 0 0 1 N/A THE FOUNDATION 2066546200 1904 3RD AVE SUITE 325 SEATTLE WA 98101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY R SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 TRUSTEE 1.00 0 0 0 KAREN K SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3790222 479329 0 4269551 0 0 4269551 64043 4205508 210275 210275 28396 28396 181879 0 181879 0 181879 3040000 0 3040000 181879 0 0 1574127 3704321 1023657 975565 6078991 13356661 3040000 0 0 0 181879 2858121 0 0 16214782 0 0 0 0 0 0 1574127 14640655 3704321 1023657 975565 6078991 2858121 GARY R SCHWARTZ KAREN K SCHWARTZ X ARIZONA HUMANE SOCIETY 9226 N 13TH AVE PHOENIX AZ 85021 NONE PC RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 HALO ANIMAL RESCUE 3227 EAST BELL ROAD STE D151 PHOENIX AZ 85032 NONE PC RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 HILLEL AT THE UW 4745 17TH AVE NE SEATTLE WA 98105 NONE PC TO INSPIRE STUDENTS AND YOUNG ADULTS TO EXPLORE, EMBRACE AND CELEBRATE JEWISH LIFE AND IDENTITY. 100000 KLINE GALLAND FOUNDATION 7500 SEWARD PARK AVE S SEATTLE WA 98118 NONE PC MEDICAL REHABILITATION AND TRANSITIONAL CARE, MEMORY SUPPORT, HOSPICE 2500000 SALVATION ARMY 111 QUEEN ANNE AVE N SEATTLE WA 98109 NONE PC IMPROVE HUMAN LIVES AND COMMUNITIES AND TO DEEPEN OUR SPIRITUAL LIFE 25000 SEATTLE HUMANE SOCIETY 13212 SE EASTGATE WAY BELLEVUE WA 98005 NONE PC RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 YAKIMA VALLEY PET RESCUE PO BOX 944 YAKIMA WA 98907 NONE PC RESCUE, CARE AND ADOPTION OF DOGS AND CATS 5000 FOUNDATION FOR ANGELMAN SYNDROME THERAPEUTICS PO BOX 40307 AUSTIN TX 78704 NONE PC DEDICATED TO FINDING A CURE FOR ANGELMAN SYNDROME THROUGH FUNDING RESEARCH, EDUCATION AWARENESS AND ADVOCACY. 100000 RODS HOUSE 32 N 3RD ST STE 235 YAKIMA WA 98901 NONE PC ASSIST YOUNG PEOPLE EXPERIENCING HOMELESSNESS OR HOUSING INSTABILITY WITH SHELTER MEALS AND BASIC NEEDS. 5000 TREEHOUSE 2100 24TH AVENUE S STE 200 SEATTLE WA 98144 NONE PC TO IMPROVE THE LIVES AND EDUCATIONAL OUTCOMES OF YOUTH WHO HAVE EXPERIENCED FOSTER CARE 10000 TEMPLE DE HIRSCH SINAI 1511 E PIKE ST SEATTLE WA 98122 NONE PC ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. 180000 STROUM JEWISH COMMUNITY CENTER 3801 EAST MERCER ISLAND MERCER ISLAND WA 98040 NONE PC TO ENSURE JEWISH CONTINUITY, SUPPORT JEWISH UNITY, ENRICH JEWISH LIFE AND PROMOTE THE WELL BEING OF THE JEWISH AND GENERAL COMMUNITY. 100000 3040000 0 14 19382 14 75596 18 1003306 0 1098284 0 1098284 0 0 0 0 0 0 0 0 0 0 X X 1 GARY SCHWARTZ 1904 3RD AVE STE 325 SEATTLE WA 98101 500000 X ACCOUNTING FEES 3450 0 0 600 SH HOME DEPOT 81756 206460 29000 SH AES CORP 446794 415860 500 SH UNITED HEALTH 108228 165055 4500 SH DIMENSIONAL US TARGETED 218024 267930 1000 SH MICROSOFT 97325 483620 2000 SH VANGUARD HIGH DIV 165000 287040 2250 SH TERADYNE 316418 435510 1981800 1998832 0 0 LEGAL FEES 3937 0 0 INVESTMENT FEES 16418 16418 0 GARY R SCHWARTZ 1904 3RD AVE SUITE 325 SEATTLE WA 98101 EXCISE TAX ON INVESTMENT INCOME 28396 0 0