2025-09-24T16:21:28-05:00 2024-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990PF 2024-01-01 916031623 SCOTTISH RITE FOUNDATION OF WA INC DBA SCOTTISH RITE SCHOLARSHIP FDN OF WA SCOT 5098502067 6830 BOTHELL WAY C421 KENMORE WA 98028 PATRICK STANTON TREASURER 5098502067 2025-09-24 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2025-09-23 2024 2025-03-06 01:10:19Z X 9155729 X 53467 170038 170038 541711 2938056 541711 10877 152 776093 711901 0 0 0 20940 2094 18846 92202 95741 0 6522 6428 0 43621 0 43621 2685 0 2685 24387 0 24387 190357 104263 89539 373000 370000 563357 104263 459539 212736 607638 461416 380753 380753 7012740 7103708 7103708 855252 1262641 1262641 299593 408627 408627 8629001 9155729 9155729 0 0 X 0 0 0 0 8629001 9155729 8629001 9155729 8629001 9155729 8629001 212736 313992 9155729 0 9155729 PUBLICLY TRADED SECURITIES P 2937974 2396263 541711 541711 CAPITAL GAINS DIVIDENDS P 82 82 0 0 541711 8446 0 8446 0 8446 4500 0 12446 0 16946 0 8500 8500 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.SRSFWA.ORG PATRICK STANTON 5098502067 6830 BOTHELL WAY C421 KENMORE WA 98028 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARK QUENNEVILLE 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 PRESIDENT 4.00 0 0 0 G WINTON SMITH 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 IMMEDIATE PAST PRESIDENT 4.00 0 0 0 ALVIN JORGENSEN 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 SGIG, EX-OFFICIO DIRECTOR 4.00 0 0 0 BILL HUBBARD 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 VP, FINANCE 4.00 0 0 0 AARON SIMON 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 VP, EDUCATION 4.00 0 0 0 ROGER NELSON 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 VP, PUBLIC RELATIONS 4.00 0 0 0 SCOT SAGESER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 VP, DEVELOPMENT 4.00 0 0 0 JOHN MATHERS 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 SECRETARY 4.00 0 0 0 PATRICK STANTON 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 TREASURER 3.00 0 0 0 RICHARD KOVAK 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 GENERAL COUNSEL 4.00 0 0 0 ALEXANDER KAEKA 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 ANDREW ROWLEY 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 BRIAN GEORGE 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 BRIAN MORGAN 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 DARYL BULLARD 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 DAVID DAILY 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 DAVID HUSTED 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 GALE KENNEY 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 JOE TOWNS 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 KURT GAZOW 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 MICHEAL CUNNINGHAM 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 RON GRAHAM 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 SAM TROLINDER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 SCOTT LOOPER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 DUTCH MEIER 6831 BOTHELL WAY SUITE C421 KENMORE WA 98029 ASSOCIATE DIRECTOR 4.00 0 0 0 EUGENE MACISAAC 6831 BOTHELL WAY SUITE C421 KENMORE WA 98029 ASSOCIATE DIRECTOR 4.00 0 0 0 KYLE PALMATEER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 ADAM CREIGHTON 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 ALEX BRUNER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 ANDRE DEWALD 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 BOB WOOLDRIDGE 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 DOUG FOUNTAIN 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 KALEN FINN 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 MICHAEL RAWLS 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 ROBERT LAMBETH JR 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 TODD PIKE 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 ASSOCIATE DIRECTOR 4.00 0 0 0 ROBERT DALE CONLEY 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR EMERITUS 4.00 0 0 0 KRISTOFER GRAAP 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR EMERITUS 4.00 0 0 0 MALCOLM MAC PARKER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR EMERITUS 4.00 0 0 0 PAUL SCHNEIDMILLER 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR EMERITUS 4.00 0 0 0 DONALD WATKINS 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR EMERITUS 4.00 0 0 0 NONE 0 MORGAN STANLEY 4000 CARILLON POINT SUITE 600 KIRKLAND WA 98033 INVESTMENT MANAGEMENT 95741 0 0 8186845 592710 357790 9137345 0 0 9137345 137060 9000285 450014 450014 8446 8446 441568 10877 452445 0 452445 459539 0 459539 452445 0 0 665068 12895 55341 733304 459539 0 0 0 452445 7094 0 0 740398 0 0 0 0 0 60940 0 679458 604128 12895 55341 7094 X CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY ELLENSBURG WA 98926 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 EASTERN WASHINGTON UNIVERSITY 310 NORTH RIVERPOINT BLVD BOX B SPOKANE WA 99202 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 4 INDIVIDUALS 24000 SEATTLE UNIVERSITY CRIMINAL JUSTICE 901 12TH AVE PO BOX 222000 SEATTLE WA 98122 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIP TO 1 INDIVIDUAL 6000 WASHINGTON STATE UNIVERSITY 255 E MAIN STREET SUITE 301 PO BOX 641925 PULLMAN WA 99164 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 7 INDIVIDUALS 42000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 UNIVERSITY OF WASHINGTON PO BOX 355880 SEATTLE WA 98195 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 6 INDIVIDUALS 36000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIP TO 1 INDIVIDUAL 6000 CENTRAL WASHINGTON UNIVERSITY 400 E UNIVERSITY WAY ELLENSBURG WA 98926 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 11 INDIVIDUALS 33000 CLARK UNIVERSITY 950 MAIN ST WORCESTER MA 01610 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 EASTERN WASHINGTON UNIVERSITY 310 NORTH RIVERPOINT BLVD BOX B SPOKANE WA 99202 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 GONZAGA UNIVERSITY 502 E BOONE AVE SPOKANE WA 99259 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 2 INDIVIDUALS 6000 NORTHWEST UNIVERSITY 5520 108TH AVE NE KIRKLAND WA 98033 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 2 INDIVIDUALS 6000 PACIFIC LUTHERAN UNIVERSITY 12180 PARK AVE S TACOMA WA 98447 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 1 INDIVIDUAL 3000 SEATTLE PACIFIC UNIVERSITY 3307 3RD AVE W SUITE 114 SEATTLE WA 98119 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 UNIVERSITY OF WASHINGTON PO BOX 355880 SEATTLE WA 98195 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 6 INDIVIDUALS 18000 WASHINGTON STATE UNIVERSITY PO BOX 641068 PULLMAN WA 98164 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 9 INDIVIDUALS 27000 WHITWORTH UNIVERSITY 300 W HAWTHORNE RD SPOKANE WA 99051 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 13 INDIVIDUALS 39000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 9 INDIVIDUALS 27000 WENATCHEE VALLEY COLLEGE 1300 FIFTH STREET WENATCHEE WA 98801 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 ARIZONA STATE UNIVERSITY 1151 S FOREST AVE TEMPE AZ 85281 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 WASHINGTON MASONIC CHARITIES 4970 BRIDGEPORT WAY W UNIVERSITY PLACE WA 98467 PC GENERAL SUPPORT 24000 EARLY LIFE SPEECH AND LANGUAGE 506 W 2ND AVE SPOKANE WA 99201 PC GENERAL SUPPORT 24000 SCOTTISH RITE SOUTHERN JURISDICTION USA INC 1733 16TH ST WASHINGTON DC 20009 PC GENERAL SUPPORT 10000 370000 0 14 170038 18 541711 PY RETURNED GRANTS 10877 0 711749 10877 722626 11A RETURN OF PRIOR QUALIFYING DISTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM M SHELTON EDUCATION FOUNDATION PO BOX 830269 DALLAS TX 75283 36593 X ACCOUNTING FEES 20940 2094 18846 MORGAN STANLEY *6402 1262641 1262641 MORGAN STANLEY *2469 (EXCHANGE-TRADED & CLOSED-END FUNDS) 75278 75278 MORGAN STANLEY *2469 (MUTUAL FUNDS) 45112 45112 MORGAN STANLEY *5090 6271480 6271480 MORGAN STANLEY *5090 (EXCHANGE-TRADED & CLOSED-END FUNDS) 38309 38309 MORGAN STANLEY *5090 (MUTUAL FUNDS) 673529 673529 NH PIF CLASS S FMV 99476 99476 PARTNERS GROUP PE-A FMV 104463 104463 POMONA INVESTMENT FUND A ESC FMV 103926 103926 NH NET REIT - CLASS F - S FMV 100762 100762 OFFICE EXPENSES 4184 0 4184 BANK FEES 2169 0 2169 TELEPHONE & INTERNET 4163 0 4163 INSURANCE 4300 0 4300 DUES & SUBSCRIPTIONS 1498 0 1498 POSTAGE 358 0 358 LICENSES 110 0 110 MARKETING 7605 0 7605 OTHER INVESTMENT INCOME 0 152 0 PY RETURNED GRANTS 10877 10877 UNREALIZED GAIN/LOSS 313992 INVESTMENT ADVISORY FEES 92202 95741 0 EXCISE TAXES 6522 0 0 FOREIGN TAXES 0 6428 0