2021-05-11T17:59:38-05:00 2020-06-30 LOREN D HOSTEK CPA 526 YALE AVENUE NORTH STE A SEATTLE WA 98109 990PF 2019-07-01 911995329 MARGOLIS FOUNDATION C/O LOREN D HOSTEK CPA MARG 2066239395 526 YALE AVE N NO A SEATTLE WA 98109 RON MARGOLIS PRESIDENT 2066239395 2021-05-11 1 LOREN D HOSTEK CPA P00938299 2066239395 X 2019 2022-09-23 18:48:47Z X X 3922002 X X 161687 161687 161687 3069 3069 3069 3069 18254 2700615 18254 104 104 104 183114 183114 164860 0 0 0 0 5235 0 0 5235 25 0 0 25 5260 0 0 5260 159800 159800 165060 0 0 165060 18054 183114 164860 319010 1909756 1909756 3270105 1557911 2006317 -2423 5929 5929 3586692 3473596 3922002 0 0 X 0 0 0 0 3586692 3473596 3586692 3473596 3586692 3473596 3586692 18054 0 3604746 131150 3473596 WINDERMERE APARTMENT ASSOCIATES P 2010-01-01 2019-12-31 128154 128154 128154 67074U103 P 2019-09-05 2020-05-11 7244 39061 -31817 -31817 BP P 2018-08-01 2019-08-27 108870 112445 -3575 -3575 BPYU P 2019-12-19 2020-06-30 80432 142625 -62193 -62193 BPYU P 2018-12-27 2020-06-30 20100 26146 -6046 -6046 BRK.A P 2016-03-07 2020-06-24 267394 208285 59109 59109 DLNG.PR.B P 2019-02-06 2019-12-19 32019 28934 3085 3085 GLOP.PR.C P 2019-02-06 2020-01-13 25141 24946 195 195 IGV P 2020-01-14 2020-06-24 139062 123082 15980 15980 JMF P 2019-09-05 2020-02-13 7380 7870 -490 -490 JPM P 2016-07-06 2020-06-24 47571 29578 17993 17993 KIO P 2019-01-15 2020-06-30 24691 29665 -4974 -4974 MAC P 2019-09-04 2020-01-10 50024 57785 -7761 -7761 QQQ P 2020-06-16 2020-06-24 195241 193904 1337 1337 RA P 2019-09-19 2020-06-24 33149 42738 -9589 -9589 RA P 2018-07-20 2020-06-24 34738 40777 -6039 -6039 RGNX P 2019-03-04 2019-07-01 25581 28027 -2446 -2446 SLYG P 2017-03-08 2019-08-27 69664 63139 6525 6525 SPY P 2019-09-06 2020-06-24 91153 89487 1666 1666 SPY P 2018-11-07 2020-06-24 91073 83916 7157 7157 STWD P 2016-08-10 2020-06-24 147896 220797 -72901 -72901 SVC P 2015-10-30 2020-06-24 76930 130045 -53115 -53115 T P 2019-04-02 2019-07-25 67774 63240 4534 4534 TWO P 2018-07-18 2019-07-01 63493 78480 -14987 -14987 UMH P 2019-09-04 2019-12-18 47909 38972 8937 8937 VTV P 2017-01-17 2020-06-24 494349 479403 14946 14946 VZ P 2018-07-05 2020-06-24 107227 100746 6481 6481 WFC P 2019-08-27 2020-01-14 49992 44611 5381 5381 WPG.PR.H P 2019-12-06 2020-01-13 35653 38412 -2759 -2759 XLF P 2017-01-18 2019-08-27 130711 115245 15466 15466 18254 -90927 0 165010 4074192 0.040501 186903 4128901 0.045267 166345 3980444 0.041791 152797 3940017 0.038781 152441 3505882 0.043481 0.209821 0.041964 4131995 173395 1831 175226 165060 3662 0 3662 0 3662 0 0 0 0 86 3748 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A RON MARGOLIS 2069854607 4615 EAST PALAIS PLACE TUCSON AZ 85718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RON MARGOLIS 4615 EAST PALAIS PLACE TUCSON AZ 85718 PRESIDENT/TREASURER 1.00 0 0 0 KATHLEEN MARGOLIS 4615 EAST PALAIS PLACE TUCSON AZ 85718 SECRETARY/V.P. 1.00 0 0 0 NONE 0 NONE 0 0 3676662 518257 0 4194919 0 0 4194919 62924 4131995 206600 206600 3662 3662 202938 0 202938 0 202938 165060 0 165060 0 165060 202938 28164 0 0 165060 28164 0 0 136896 0 0 0 0 0 0 0 0 66042 0 0 0 LOREN D HOSTEK 526 YALE AVE N STE A SEATTLE WA 98109 2066239395 WRITTEN LETTER EXPLAINING REQUESTS NONE NONE CONGREGATION KOL SHALOM 1909 HIDDEN MEADOW LANE ANNAPOLIS MD 21401 NONE 501(C)(3) FURTHER CHARITABLE GOALS 8000 HEBREW FREE BURIAL ASSOC 125 MAIDEN LANE UNIT 5B NEW YORK NY 10038 NONE 501(C)(3) FURTHER CHARITABLE GOALS 250 JEWISH FAMILIY SERVICES 1601 16TH AVE SEATTLE WA 98122 NONE 501(C)(3) FURTHER CHARITABLE GOALS 150550 KANSAS CITY UNIVERSITY 1750 INDEPENDENCE AVE KANSAS CITY MO 64106 NONE 501(C)(3) FURTHER CHARITABLE GOALS 1000 159800 0 14 161687 16 3069 14 104 14 18254 0 183114 0 183114 0 0 0 0 0 0 0 0 0 0 LOREN D. HOSTEK, CPA 5235 0 0 5235 E*TRADE INVESTMENTS 1557911 2006317 WINDERMERE APTS. ASSOC AT COST 5929 5929 PAYMENT OF PRIOR YEAR TAXES 3039 COST BASIS ADJUSTMENT 128111 FILING FEES 25 0 0 25 WINDERMERE APARTMENT ASSOCIATES 104 104 104