2025-09-18T17:29:58-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 1200 FIFTH AVENUE SEATTLE WA 98101 990PF 2024-01-01 911939909 MARK TORRANCE FOUNDATION MARK 2062299043 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 MARK TORRANCE PRESIDENT 2062299043 2025-09-18 1 0 THERON BUNN P02317537 2065777880 2024 2025-03-06 01:10:19Z X 16213990 X X 359154 359154 684662 4047290 684662 4903 4903 1048719 1048719 0 0 0 8950 4475 4475 96589 96589 0 15500 2474 0 550 0 550 121589 103538 5025 820000 820000 941589 103538 825025 107130 945181 68569 223690 223690 140655 179438 179438 100000 85000 85000 8494380 8300243 13414798 2186422 2271838 2211064 140815 171458 100000 11130841 11231667 16213990 6935 631 6935 631 X 11123906 11231036 0 0 0 0 11123906 11231036 11130841 11231667 11123906 107130 0 11231036 0 11231036 SCHWAB X2836 PUBLICLY TRADED SECURITIES 186796 188995 -2199 -2199 SCHWAB X2836 PUBLICLY TRADED SECURITIES 1210329 977094 233235 233235 US TRUST X5150 PUBLICLY TRADED SECURITIES 718797 699162 19635 19635 US TRUST X5150 PUBLICLY TRADED SECURITIES 1930232 1497377 432855 432855 CAPITAL GAIN DISTRIBUTIONS 1136 1136 1136 684662 13138 0 13138 0 13138 12147 0 15000 0 27147 X 0 14009 14009 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 MARKTORRANCEFOUNDATION.ORG RICK BURKHARDT 2064414745 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK TORRANCE 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 PRESIDENT, DIRECTOR 0.50 0 0 0 DANA BASS SOLOMON 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 DIRECTOR 0.50 0 0 0 CHRIS BIRKELAND 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 DIRECTOR 0.50 0 0 0 MICHAEL MATHIEU 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 DIRECTOR 0.50 0 0 0 PAUL OKNER 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 DIRECTOR 0.50 0 0 0 KARIN CIRILLO 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 OFFICER, SECRETARY 5.00 0 0 0 RICHARD BURKHARDT 712 NORTH 34TH STREET SUITE 200 SEATTLE WA 98103 TREASURER 3.00 0 0 0 NONE 0 BANK OF AMERICA PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT 61148 0 0 15693070 200707 100000 15993777 0 0 15993777 239907 15753870 787694 787694 13138 13138 774556 0 774556 0 774556 825025 0 825025 774556 641611 0 0 825025 641611 0 0 183414 0 0 0 0 0 0 0 0 591142 0 0 0 MARK TORRANCE X HEALTHPOINT 955 POWELL AVE SW RENTON WA 98057 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 22500 MAKEWAY FOUNDATION 400-163 W HASTINGS ST VANCOUVER BRITISH COLUMBIA CA V6B 1H5 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 100000 SEATTLE CHILDREN'S FOUNDATION M/S 818-FPO BOX 5371 SEATTLE WA 98145 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 100000 TREEHOUSE FUND INC 2100 24TH AVE S 220 SEATTLE WA 98144 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 20000 UW FOUNDATION BOX 359505 SEATTLE WA 981959505 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 250000 AFRICAN COMMUNITY HOUSING & DEVELOPMENT PO BOX 491 RENTON WA 98057 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 20000 ISLANDWOOD 4450 BLAKELY AVE NE BAINBRIDGE ISLAND WA 98110 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 50000 LAKE FOREST PARK PTA 18500 37TH AVE NE LAKE FOREST PARK WA 98155 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 1000 MOUNTAIN CLIMATE FUND 7511 GREENWOOD AVE N 503 SEATTLE WA 98103 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 2500 NEW VENTURE FUND PO BOX 37734 BALTIMORE MD 21279 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 50000 RECOVERY CAFE 2022 BOREN AVENUE SEATTLE WA 98121 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 82500 ROCKEFELLER PHILANTHROPY ADVISORS INC 120 BROADWAY 3475 NEW YORK NY 10271 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 24000 SAN JUAN ISLANDS MUSEUM OF ART PO BOX 339 FRIDAY HARBOR WA 98250 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 50000 SEATTLE CHILDREN'S THEATER ASSOCIATION 201 THOMAS ST SEATTLE WA 98109 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 7500 STREET BUSINESS SCHOOL PO BOX 20848 BOULDER CO 80308 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 20000 TERRACYCLE GLOBAL FOUNDATION 121 NEW YORK AVE TRENTON NJ 08638 PUBLIC CHARITY PROGRAM SUPPORT - SOCIAL SERVICES 20000 820000 0 14 359154 14 4903 18 684662 0 1048719 0 1048719 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8950 4475 4475 ADOBE INC 24218 24964 AIR PRODUCTS AND 24744 24890 AMAZON.COM INC 75433 72636 AMGEN INC. 51674 48367 APPLE INC 25677 24252 ASTRAZENECA FIN 25112 25079 BIOGEN INC. 51469 49766 BLACKROCK, INC. 25732 24346 BRISTOL-MYERS SQU 51527 49131 CATERPILLAR FINL 25029 24215 CISCO SYSTEMS, I 50372 50309 EMERSON ELECTRI 50125 46986 ESTEE LAUDER CO 47465 48355 HONEYWELL INTERNT 25102 24126 JOHN DEERE CAPIT 25685 24374 JPMORGAN CHASE & 25391 24912 LAM RESEARCH CORP 24065 24290 MCDONALDS CORP 50210 49619 MEDTRONIC 49355 49345 MICROSOFT CORP 24477 24943 MONDELEZ INTERNTN 40160 39564 NIKE INC 51539 48245 NVIDIA CORP 51841 49028 PAYPAL HOLDINGS, 50151 49337 PEPSICO, INC. 101340 95568 REPUBLIC SERVICES 51071 48846 ROPER TECHNOLOGIES, 50085 48786 S&P GLOBAL INC 51623 48407 STANLEY BLACK & D 45896 44216 STARBUCKS CORP 51132 48425 TARGET CORP 50398 49607 TEXAS INSTRUMENTS 40471 40020 THE HOME DEPOT, 51358 48103 THE PNC FINL SERV 51683 48326 THE PROCTER & GAM 50308 49095 THERMO FISHER SCI 60864 60418 UNION PACIFIC CO 75111 72600 UNITEDHEALTH GRO 50767 49751 US TREASUR NT 375311 375336 WALMART INC 52213 49025 WASTE MANAGEMEN 34700 35156 WELLS FARGO & CO 80954 78300 ABBOTT LABS 13534 38910 ABBVIEINCSHS 45611 51438 ACCENTURE PLC F 31792 55231 ADOBE INC 18124 48470 ADVANCED MICRO DEVICE IN 18636 12441 AGILENT TECHNOLOGIESINC 5319 19479 ALEXANDRIAREALESTATEE 9684 9844 ALPHABET INC 78290 400571 AMAZON.COM INC 2192 120445 AMENTUM HLDGS INC 3360 2860 AMEREXPRESSCOMPANY 27133 42144 AMERICANELECTRICPOWER 17974 19384 AMERICANEXPRESSCO 21016 21121 AMERICANHONDAFINANCE 18330 19657 AMERICANWTRWKSCOINC 14417 22035 AMERN TOWER CORP 11929 23614 AMGEN INC 24811 31214 ANHEUSER-BUSCHINBEVWOR 19855 19992 ANTHEMINC 19423 19545 AONCORP 21255 22276 APPLE INC 25817 585482 APPLIED MATERIALS 28068 69118 APTIV PLC F 19221 12882 ASTRAZENECAPLC 18861 19372 AT&T INC 38496 43992 AUTODESKINCDELPV$0.01 31420 33399 AUTOMATICDATAPROC 19735 24882 BALLCORP COM 15057 14279 BANK OF AMERICA CORP 36335 55553 BANKOFMONTREAL 19497 19908 BANKOFNYMELLONCORP 29551 29920 BERKSHIRE HATHAWAY 37820 104708 BESTBUYCOINC 12029 16817 BIOGENINC 21459 17127 BLACKROCKFUNDINGINC 19879 19751 BLACKROCKINCREGSHS 31526 62532 BOOKING HOLDINGS INC 3398 34779 BORGWARNERINC COM 21325 20282 BOSTON SCIENTIFIC CORP 48845 78602 BOSTONPROPERTIESLP 10455 10428 BRCLYS BK IPATH BLOOM 36591 36936 BRISTOL-MYERSSQUIBBCO 50334 50074 BROADCOMINC 132620 135858 CALIFORNIAST TAXABLE 41304 40091 CAPITALONEFINL 33045 51891 CARRIERGLOBALCORP 30207 38916 CATERPILLAR INC 44636 72915 CBREGROUPINC 16068 24026 CENCORAINC 10775 15503 CENTENECORP 19125 16660 CHABOT-LASPOSITASCALIF 49781 54342 CHEVRON CORP 57528 65178 CHIPOTLE MEXICAN GRL 9267 18090 CHUBB LTD F 24687 33432 CISCO SYSTEMS INC 42359 81282 CITIGROUPINC 57290 89390 CLOROXCODELCOM 16286 19489 CNHINDUSTRIALCAPLLC 9100 9509 COGNIZANT TECHNOLOGY SOL 27150 32683 COLGATEPALMOLIVE 24700 25364 COMCASTCORP 31848 32477 COMCASTCORPNEWCLA 38881 39256 COSTAR GROUP INC 8198 14748 COSTCO WHOLESALE CO 2819 70553 COSTCOWHOLESALECRPDEL 38799 75134 CROWN HOLDINGS INC 16417 16042 CUMMINSINC COM 11401 25099 CVSHEALTHCORP 18277 18208 DANAHER CORP 36795 59683 DECKERSOUTDOORSCORP 20890 29651 DEERECO 13154 34743 DISNEY WALT CO 14658 23384 DTEENERGYCO 21092 21079 EATON CORP PLC F 27649 28209 EATONCORPPLC 10303 52767 EBAY INC COM 26833 46958 ECOLAB INC 2228 17808 ECOLABINC 6150 30696 ELECTRONICARTSINC DEL 17505 21945 ELEVANCEHEALTHINC 21035 30619 ELI LILLY AND CO 6941 71024 EMERSONELECCO 17463 29743 EOG RESOURCES INC 17863 34568 EQUINIX INC 47967 71424 EQUINORASA 18086 18428 EVERSOURCEENERGY 19822 20800 EXELONCORP 9695 9835 EXXON MOBIL CORP 21038 19147 FIDELITY NATL INFOSVCS 34200 46685 FIFTH THIRDBANCORP 20868 20679 FISERV INC 17772 18077 FORTIVECORP 12542 14250 GE AEROSPACE 19926 19181 GENERAL MOTORS CO 42345 64617 GENERALMILLS 22223 29334 GILEADSCIENCESINCCOM 20603 29743 GOLDMANSACHSGROUPINC 18557 19236 HASBROINC COM 10582 12244 HERSHEYCOMPANY 22578 26588 HEWLETT PACKARD 24122 31619 HOME DEPOT INC 44179 118035 HONEYWELL INTL INC 14307 29817 HUNTNGTNBANCSHSINCMD 16823 18353 ILLINOISTOOLWORKSINC 19455 24849 INTUIT INC COM 21457 45252 IQVIA HLDGSINC 15962 14935 ISHARES 1-3YEAR TREASURYBOND ETF 180291 181586 ISHARES CORE S&P MID-CAP 90782 177646 ISHARES MSCI EAFE ETF 276782 335028 ISHARES RUSSELL 2000 120727 195214 ISHARES RUSSELL MID CAP 112691 168067 JACOBS SOLUTIONS INC 35366 41155 JOHNSON & JOHNSON 8555 21259 JOHNSONCONTROLSINTER 8853 20127 JPM BETABULD DV ASIA 29582 26715 JPMORGAN CHASE & CO 25258 104514 JPMORGAN EQUITY PREMIUM 64462 64088 JPMORGAN ULTRA SHORT 99389 99783 JPMORGANCHASE& CO 27994 28771 KKR & CO INC 18804 36978 L3HARRIS TECHNOLOGIES IN 23612 23131 LAM RESEARCH CORP 23733 64501 LENNAR CORP 22752 19501 LINDE PLC F 66908 81222 LOWE'SCOMPANIESINC 45946 48847 MANHATTAN ASSOCS INC 12524 13242 MARATHONPETROLEUMCORP 33406 27900 MARRIOTT INTL INCNEWA 62615 69177 MARSH & MC LENNAN CO 19891 47580 MARVELL TECHNOLOGY INC 9675 24851 MASTERCARDINC 18030 68981 MCCORMICKNONVTG 13778 15782 MCDONALDS CORP 9839 17683 MCKESSON CORP 25280 29635 MEDTRONIC PLC F 32612 33150 MERCK & CO. INC. 38019 30739 MERCKANDCOINCSHS 51855 61877 META PLATFORMS INC 8803 77287 METLIFE INC 60678 67223 MICROSOFT CORP 58197 553430 MONDELEZ INTL 12291 30343 MOODY'SCORP 31965 40236 MORGAN STANLEY 35853 74653 NASDAQOMXGRPINC 19527 20410 NATIONALRURALUTILCOOP 15629 16057 NETFLIX INC 15285 15152 NEWYORKNY TAXABLEGO 34538 33945 NEXTERA ENERGY INC 21103 59216 NIKE INC 21482 19901 NISOURCE INC 31175 38047 NVIDIA 14074 604439 NYSTDORMAUTHSTPERS 50881 55082 NYSTURBNDVCRPSLS 41404 44901 O REILLY AUTOMOTIVE 15826 22530 ORACLE CORP 82531 106150 OTISWORLDWIDECORPREG 11659 12502 OWENSCORNINGINC 29654 33212 PALO ALTO NETWORKS 7079 34572 PALOMARCALIFCMNTY 28761 30401 PARKER-HANNIFIN CORP 34652 38798 PAYPALHOLDINGSINCSHS 37481 44723 PEPSICO INC 5284 18855 PHOENIXAZCVCIMPTCORP 50840 53324 PPGINDUSTRIESINCSHS 35015 29504 PROCTER & GAMBLE 59047 104446 PROGRESSIVECRPOHIO 12717 39296 PROLOGIS INC 51784 79804 PUBLICSERVICEENTERPRIS 21282 19517 PUBSVCENTERPRISEGRP 13654 18672 PVHCORP 20940 18612 QUALCOMMINC 29609 37944 REALTY INCOMECORP 15790 15731 REGENERON PHARMACEUTICAL 19268 14247 RYDERSYSTEMINC 5198 5240 S&PGLOBALINC 13690 32870 SALESFORCE INC 21471 115678 SANDIEGOCAPUBFFAWTR 46757 49613 SANRAMONVALLEYCALIF 50644 55122 SCHLUMBERGER LTD F 43305 38225 SEMPRA 38457 50088 SERVICE NOW INC 51630 132515 SHERWIN WILLIAMS CO 8050 20736 SIMONPROPERTYGROUPLP 21275 21391 SPDR PORTFOLIO S&P 500 122094 175728 STERISPLCREGSHS 20381 23023 STRYKER CORP 6987 19443 SYNOPSYS INC 10892 16502 TARGETCORP COM 17160 26090 TESLA INC 17710 28269 TEXAS INSTRS INC 16340 14438 THE COCA-COLA CO 33263 34305 THERMO FISHER SCI 14003 41098 TJX COS INC NEW 28356 60043 T-MOBILE US INC 54209 58052 TOTALENERGIESCAPITALSA 21709 20908 TRACTORSUPPLYCO 13876 20163 TRANETECHNOLOGIESPLC 21348 20684 TRUIST FINANCIALCORP 21912 21885 U.S. TREASURYBOND 21728 20973 U.S. TREASURYNOTE 822727 835135 ULTABEAUTYINC 15519 16962 UNION PACIFIC CO 12118 35118 UNITED RENTALS INC 23309 29586 UNITEDHEALTHGROUPINC 95092 108580 USBANCORP 49572 60601 USDCANIMPERIALBK 22027 21899 VALERO ENERGY CORP 45606 73064 VANGUARD FTSE DEVELOPED 142145 177890 VANGUARD FTSE EMERGING 181013 202936 VANGUARD INTERMEDIATE 168547 168575 VANGUARD INTRMDIAT TRM 106105 103936 VANGUARD LARGE CAP ETF 71139 107880 VANGUARD SMALL CAP ETF 107628 210966 VANGUARD TOTAL INTERNTL 26524 28876 VERALTOCORP 16521 16500 VERIZON COMMUNICATN 19827 20601 VERTEXPHARMCTLSINC 15382 33424 VERTIV HLDGS CO 9696 11588 VISA INC 49208 163077 W W GRAINGERINCORP 20014 52703 WABTEC 31018 44174 WALMART INC 77763 121340 WASTEMANAGEMENT INC 20012 19621 WELLSFARGO&CO 46212 56894 WELLTOWERINC 17833 22181 WEYERHAEUSERCO 24102 21478 WILLIAMSSONOMAINC 23400 23888 XYLEM INCSHS 12732 19955 ZOETIS INC 32598 46761 85000 85000 0 0 DEMOCRACY LIVE CONVERTIBLE NOTE AT COST 100000 100000 OTHER INVESTMENTS AT COST 71458 0 LICENSE & PERMITS 85 0 85 OFFICE SUPPLIES 132 0 132 WEBSITE 37 0 37 PROCESSING FEES 296 0 296 OTHER INCOME 4903 4903 4903 FEDERAL EXCISE TAX PAYABLE 9435 631 OTHER LIABILITIES -2500 0 INVESTMENT FEES 96589 96589 0 FOREIGN TAXES 2474 2474 0 EXCISE TAXES 13026 0 0