2026-05-12T16:34:08-05:00 2025-12-31 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990PF 2025-01-01 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 2026-05-12 1 JENNIFER BECKER HARRIS P00183358 4254544919 2026-05-11 2025 2025-03-06 01:10:19Z X 9762745 X 47034 177068 177068 529857 4290730 564588 10679 679 764638 742335 0 0 0 30482 3048 27434 94652 94652 0 12446 3795 0 48908 0 48908 186 0 186 14625 0 14625 201299 101495 91153 375000 375000 576299 101495 466153 188339 640840 380753 199866 199866 7103708 7966528 7966528 1262641 1175326 1175326 408627 421025 421025 9155729 9762745 9762745 0 0 X 0 0 0 0 9155729 9762745 9155729 9762745 9155729 9762745 9155729 188339 418677 9762745 0 9762745 PUBLICLY TRADED SECURITIES 4285103 3726142 558961 558961 CAPITAL GAINS DIVIDENDS P 5627 5627 5627 564588 8908 0 8908 0 8908 8500 0 0 0 8500 0 408 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 WILL LEWIS 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 ALAN SMITH 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 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 SGIG, EX-OFFICIO DIRECTOR 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 MORGAN 6830 BOTHELL WAY SUITE C421 KENMORE WA 98028 DIRECTOR 4.00 0 0 0 CAMERON BAILEY 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 6830 BOTHELL WAY SUITE C421 KENMORE WA 98029 ASSOCIATE DIRECTOR 4.00 0 0 0 EUGENE MACISAAC 6830 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 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 94652 0 0 8870957 260316 408627 9539900 0 0 9539900 143099 9396801 469840 469840 8908 8908 460932 10000 470932 0 470932 466153 0 466153 470932 0 0 604128 12895 55341 7094 679458 466153 0 0 0 466153 0 4779 4779 674679 0 0 0 0 0 38736 560613 75330 12895 55341 7094 X ARIZONA STATE UNIVERSITY 1151 S FOREST AVE TEMPE AZ 85287 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 CENTRAL WASHINGTON UNIVERSITY 400 EAST UNIVERSITY WAY ELLENSBURG WA 98926 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 17 INDIVIDUALS 51000 CENTRAL WASHINGTON UNIVERSITY 400 EAST UNIVERSITY WAY ELLENSBURG WA 98926 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 CENTRAL WASHINGTON UNIVERSITY 400 EAST UNIVERSITY WAY ELLENSBURG WA 98926 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 DIGIPEN INSTITUTE OF TECHNOLOGY 9931 WILLOWS RD NE REDMOND WA 98052 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 - SCHOLARSHIPS TO 2 INDIVIDUALS 6000 EASTERN WASHINGTON UNIVERSITY 310 NORTH RIVERPOINT BLVD BOX B SPOKANE WA 99202 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 4 INDIVIDUALS 24000 GONZAGA UNIVERSITY 502 EAST BOONE AVE SPOKANE WA 992590072 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 3 INDIVIDUALS 9000 LAKE WASHINGTON INSTITUTE OF TECHNO 132ND AVENUE NE KIRKLAND WA 98034 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 NORTHWEST UNIVERSITY PO BOX 579 KIRKLAND WA 980830579 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 PACIFIC LUTHERAN UNIVERSITY 12180 PARK AVENUE S TACOMA WA 98447 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 3 INDIVIDUALS 9000 SAINT MARTIN'S UNIVERSITY 5000 ABBEY WAY SE LACEY WA 98503 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 SEATTLE UNIVERSITY 901 12TH AVENUE SEATTLE WA 98122 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 1 INDIVIDUALS 6000 SEATTLE UNIVERSITY 901 12TH AVENUE SEATTLE WA 98122 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 UNIVERSITY OF WASHINGTON EAGLESON 205 1417 NE 42ND ST SEATTLE WA 98105 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 10 INDIVIDUALS 30000 UNIVERSITY OF WASHINGTON EAGLESON 205 1417 NE 42ND ST SEATTLE WA 98105 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 WASHINGTON MASONIC CHARITIES PO BOX 65830 UNIVERSITY PLACE WA 98464 PC SCOTTISH RITE LEGACY SCHOOL FUND 6000 WASHINGTON MASONIC CHARITIES PO BOX 65830 UNIVERSITY PLACE WA 98464 PC LODGE LEADERSHIP RETREAT FUND 24000 WASHINGTON STATE UNIVERSITY 255 E MAIN STREET SUITE 301 PULLMAN WA 991641925 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 6 INDIVIDUALS 18000 WASHINGTON STATE UNIVERSITY 255 E MAIN STREET SUITE 301 PULLMAN WA 991641925 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 WASHINGTON STATE UNIVERSITY 412 E SPOKANE FALLS BLVD SPOKANE WA 992022131 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 WASHINGTON STATE UNIVERSITY 412 E SPOKANE FALLS BLVD SPOKANE WA 992022131 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 5 INDIVIDUALS 30000 WENATCHEE VALLEY COLLEGE 1300 FIFTH STREET WENATCHEE WA 98801 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 14 INDIVIDUALS 42000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - FELLOWSHIPS TO 2 INDIVIDUALS 12000 WESTERN WASHINGTON UNIVERSITY 516 HIGH STREET BELLINGHAM WA 98225 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIP TO 1 INDIVIDUAL 3000 WHITWORTH UNIVERSITY 300 W HAWTHORNE ROAD SPOKANE WA 99251 NONE I EDUCATIONAL ASSISTANCE - SCHOLARSHIPS TO 14 INDIVIDUALS 42000 375000 0 14 177068 14 679 18 529857 PY RETURNED GRANTS 10000 0 707604 10000 717604 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 38736 X 2 YAKIMA VALLEY SCOTTISH RITE 16 N 7TH AVE YAKIMA WA 98902 5000 X ACCOUNTING FEES 30482 3048 27434 MORGAN STANLEY *6402 (CORPORATE BONDS) 1175326 1175326 MORGAN STANLEY *2469 (ETF'S & CEF'S) 89025 89025 MORGAN STANLEY *2469 (MUTUAL FUNDS) 53472 53472 MORGAN STANLEY *5090 (COMMON STOCK) 6341363 6341363 MORGAN STANLEY *5090 (ETF'S & CEF'S) 544302 544302 MORGAN STANLEY *5090 (MUTUAL FUNDS) 683861 683861 MORGAN STANLEY *6402 (MUTUAL FUNDS) 254505 254505 NH PIF CLASS S FMV 97904 97904 PARTNERS GROUP PE-A FMV 113017 113017 POMONA INVESTMENT FUND A FMV 107455 107455 NH NET REIT - CLASS F-S FMV 102649 102649 LICENSES 40 0 40 POSTAGE 347 0 347 INSURANCE 2593 0 2593 TELEPHONE & INTERNET 6723 0 6723 MARKETING 4143 0 4143 BANK FEES 779 0 779 OTHER INVESTMENT INCOME 679 679 679 PY RETURNED GRANTS 10000 10000 UNREALIZED GAIN/LOSS 418677 INVESTMENT ADVISORY FEES 94652 94652 0 EXCISE TAXES 12446 0 0 FOREIGN TAXES 0 3795 0